| 1 |
Advisory Resource Group
0.63% of their portfolio |
Tulsa, OK |
138,505138.5k
$4.2m |
$4.2m |
0.63% |
Reduced
-1.3k |
-1,319 |
| 2 |
STEPHENS INC /AR/
0.03% of their portfolio |
LITTLE ROCK, AR |
101,873101.9k
$3.1m |
$3.1m |
0.03% |
Reduced
-3.4k |
-3,380 |
| 3 |
Advisory Services Network, LLC
0.02% of their portfolio |
ATLANTA, GA |
63,01763.0k
$1.9m |
$1.9m |
0.02% |
Added
+790 |
+790 |
| 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
57,75357.8k
$1.8m |
$1.8m |
0.00% |
Added
+28.2k |
+28,246 |
| 5 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
46,05146.1k
$1.4m |
$1.4m |
0.00% |
Reduced
-2.5k |
-2,462 |
| 6 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
35,14335.1k
$1.1m |
$1.1m |
0.00% |
Reduced
-2.3k |
-2,288 |
| 7 |
Triad Wealth Partners, LLC
0.06% of their portfolio |
LAWRENCE, KS |
34,57634.6k
$1.0m |
$1.0m |
0.06% |
Reduced
-111.7k |
-111,715 |
| 8 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
31,01531.0k
$945.2k |
$945.2k |
0.00% |
Reduced
-4.4k |
-4,398 |
| 9 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
25,41025.4k
$774.4k |
$774.4k |
0.02% |
Added
+2.1k |
+2,145 |
| 10 |
Presidio Capital Management, LLC
0.16% of their portfolio |
SAN DIEGO, CA |
21,16621.2k
$645.0k |
$645.0k |
0.16% |
Unchanged |
|
| 11 |
MONEY CONCEPTS CAPITAL CORP
0.03% of their portfolio |
PALM BEACH GARDENS, FL |
19,63819.6k
$598.5k |
$598.5k |
0.03% |
Added
+255 |
+255 |
| 12 |
Weaver Consulting Group
0.12% of their portfolio |
HUNTINGTON BEACH, CA |
19,25519.3k
$586.8k |
$586.8k |
0.12% |
Unchanged |
|
| 13 |
Accel Wealth Management
0.13% of their portfolio |
WAVERLY, IA |
18,78518.8k
$572.5k |
$572.5k |
0.13% |
Reduced
-2.7k |
-2,686 |
| 14 |
LVZ, Inc.
0.05% of their portfolio |
Holland, MI |
16,74716.7k
$510.4k |
$510.4k |
0.05% |
Added
+27 |
+27 |
| 15 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
14,20614.2k
$432.9k |
$432.9k |
0.01% |
Reduced
-1.2k |
-1,202 |
| 16 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
14,08414.1k
$429.0k |
$429.0k |
0.00% |
Reduced
-1.4k |
-1,375 |
| 17 |
Grant Street Asset Management, Inc.
0.07% of their portfolio |
CANONSBURG, PA |
13,29513.3k
$405.2k |
$405.2k |
0.07% |
Added
+151 |
+151 |
| 18 |
QTR Family Wealth, LLC
0.12% of their portfolio |
LAKE MARY, FL |
11,01911.0k
$335.8k |
$335.8k |
0.12% |
Reduced
-1.0k |
-1,000 |
| 19 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
10,74710.7k
$327.3k |
$327.3k |
0.00% |
Unchanged |
|
| 20 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.09% of their portfolio |
WATERLOO, IA |
10,61710.6k
$323.6k |
$323.6k |
0.09% |
Reduced
-61 |
-61 |
| 21 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
9,9279.9k
$302.5k |
$302.5k |
0.00% |
Reduced
-527 |
-527 |
| 22 |
Kingsview Wealth Management, LLC
0.00% of their portfolio |
GRANTS PASS, OR |
9,3649.4k
$285.4k |
$285.4k |
0.00% |
Reduced
-2.4k |
-2,431 |
| 23 |
Prospera Financial Services Inc
0.00% of their portfolio |
Dallas, TX |
8,4348.4k
$257.1k |
$257.1k |
0.00% |
Reduced
-115 |
-115 |
| 24 |
Summit Financial, LLC
0.00% of their portfolio |
PARSIPPANY, NJ |
8,2508.2k
$251.4k |
$251.4k |
0.00% |
New |
|
| 25 |
Focus Financial Network, Inc.
0.01% of their portfolio |
MINNEAPOLIS, MN |
8,1358.1k
$247.9k |
$247.9k |
0.01% |
Reduced
-61 |
-61 |
| 26 |
TCFG Investment Advisors, LLC
0.08% of their portfolio |
LAGUNA NIGUEL, CA |
8,0778.1k
$246.1k |
$246.1k |
0.08% |
Unchanged |
|
| 27 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
7,7307.7k
$235.6k |
$235.6k |
0.00% |
Reduced
-841 |
-841 |
| 28 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
6,7736.8k
$206.4k |
$206.4k |
0.00% |
Added
+29 |
+29 |
| 29 |
UPTICK PARTNERS, LLC
0.03% of their portfolio |
NACOGDOCHES, TX |
6,7206.7k
$204.8k |
$204.8k |
0.03% |
Reduced
-199 |
-199 |
| 30 |
Keystone Wealth Services, LLC
0.04% of their portfolio |
PALM DESERT, CA |
6,6266.6k
$201.9k |
$201.9k |
0.04% |
New |
|
| 31 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
6,5896.6k
$200.8k |
$200.8k |
0.00% |
Unchanged |
|
| 32 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01% of their portfolio |
ORLANDO, FL |
3,0003.0k
$91.0k |
$91.0k |
0.01% |
Reduced
-4.4k |
-4,413 |
| 33 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
2,1752.2k
$66.3k |
$66.3k |
0.00% |
Added
+1.5k |
+1,522 |
| 34 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
2,0002.0k
$61.0k |
$61.0k |
0.00% |
Unchanged |
|
| 35 |
Ritter Daniher Financial Advisory LLC / DE
0.00% of their portfolio |
CINCINNATI, OH |
982982
$29.9k |
$29.9k |
0.00% |
Added
+15 |
+15 |
| 36 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
464464
$14.1k |
$14.1k |
0.00% |
Added
+4 |
+4 |
| 37 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
334334
$10.2k |
$10.2k |
0.00% |
Added
+5 |
+5 |
| 38 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
237237
$7.2k |
$7.2k |
0.00% |
Unchanged |
|
| 39 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
4141
$1.2k |
$1.2k |
0.00% |
Reduced
-551 |
-551 |
| 40 |
DHJJ Financial Advisors, Ltd.
0.00% of their portfolio |
NAPERVILLE, IL |
1010
$305 |
$305 |
0.00% |
Unchanged |
|
| 41 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
BLUE BELL, PA |
33
$91 |
$91 |
0.00% |
Unchanged |
|
| 42 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
00
$10 |
$10 |
0.00% |
Unchanged |
|