| 1 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
360,800360.8k
$14.2m |
$14.2m |
0.02% |
Added
+93.5k |
+93,466 |
| 2 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
268,630268.6k
$10.6m |
$10.6m |
0.01% |
Added
+28.3k |
+28,340 |
| 3 |
Atria Investments, Inc
0.12% of their portfolio |
Charlotte, NC |
263,286263.3k
$10.4m |
$10.4m |
0.12% |
Added
+36.2k |
+36,174 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
231,340231.3k
$9.1m |
$9.1m |
0.00% |
Reduced
-18.6k |
-18,644 |
| 5 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
225,435225.4k
$8.9m |
$8.9m |
0.00% |
Added
+153.8k |
+153,777 |
| 6 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
213,883213.9k
$8.4m |
$8.4m |
0.01% |
Reduced
-40.9k |
-40,932 |
| 7 |
First International Bank of Israel Ltd.
2.32% of their portfolio |
TEL AVIV, L3 |
200,000200.0k
$7.9m |
$7.9m |
2.32% |
Unchanged |
|
| 8 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
171,906171.9k
$6.8m |
$6.8m |
0.03% |
Added
+7.4k |
+7,366 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
161,571161.6k
$6.4m |
$6.4m |
0.00% |
Reduced
-2.7k |
-2,730 |
| 10 |
Focus Partners Wealth
0.01% of their portfolio |
ST LOUIS, MO |
147,231147.2k
$5.8m |
$5.8m |
0.01% |
Reduced
-21.1k |
-21,074 |
| 11 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
122,989123.0k
$4.8m |
$4.8m |
0.01% |
Reduced
-55.8k |
-55,845 |
| 12 |
Avantra Family Wealth, Inc.
3.18% of their portfolio |
MECHANICSBURG, PA |
108,329108.3k
$4.3m |
$4.3m |
3.18% |
Added
+3.2k |
+3,163 |
| 13 |
VestGen Advisors, LLC
0.11% of their portfolio |
CHICAGO, IL |
95,05795.1k
$3.9m |
$3.9m |
0.11% |
Added
+16.5k |
+16,495 |
| 14 |
Americana Partners, LLC
0.10% of their portfolio |
Houston, TX |
94,47694.5k
$3.7m |
$3.7m |
0.10% |
Reduced
-26.6k |
-26,551 |
| 15 |
Sunbelt Securities, Inc.
0.23% of their portfolio |
HOUSTON, TX |
92,38592.4k
$3.6m |
$3.6m |
0.23% |
Reduced
-1.2k |
-1,200 |
| 16 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
69,97570.0k
$2.8m |
$2.8m |
0.00% |
Added
+331 |
+331 |
| 17 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
49,67049.7k
$2.0m |
$2.0m |
0.01% |
Reduced
-2.0k |
-2,015 |
| 18 |
Foundations Investment Advisors, LLC
0.02% of their portfolio |
PHOENIX, AZ |
47,33947.3k
$1.9m |
$1.9m |
0.02% |
Added
+535 |
+535 |
| 19 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
44,17944.2k
$1.7m |
$1.7m |
0.03% |
Added
+579 |
+579 |
| 20 |
FOUNDERS FINANCIAL SECURITIES LLC
0.10% of their portfolio |
TOWSON, MD |
43,26243.3k
$1.7m |
$1.7m |
0.10% |
Added
+5.5k |
+5,452 |
| 21 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.09% of their portfolio |
CEDAR RAPIDS, IA |
42,34142.3k
$1.7m |
$1.7m |
0.09% |
Added
+820 |
+820 |
| 22 |
NovaPoint Capital, LLC
0.40% of their portfolio |
ATLANTA, GA |
40,64040.6k
$1.6m |
$1.6m |
0.40% |
Reduced
-983 |
-983 |
| 23 |
Keystone Wealth Services, LLC
0.31% of their portfolio |
PALM DESERT, CA |
36,57136.6k
$1.4m |
$1.4m |
0.31% |
Reduced
-98.8k |
-98,790 |
| 24 |
ACT Advisors, LLC.
0.60% of their portfolio |
ASHEVILLE, NC |
35,80835.8k
$1.4m |
$1.4m |
0.60% |
Unchanged |
|
| 25 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
35,68835.7k
$1.4m |
$1.4m |
0.00% |
Added
+12 |
+12 |
| 26 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
32,47032.5k
$1.3m |
$1.3m |
0.00% |
New |
|
| 27 |
Diligent Investors, LLC
0.31% of their portfolio |
REDLANDS, CA |
32,13132.1k
$1.3m |
$1.3m |
0.31% |
Reduced
-526 |
-526 |
| 28 |
CreativeOne Wealth, LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
32,00232.0k
$1.3m |
$1.3m |
0.03% |
Added
+16.1k |
+16,128 |
| 29 |
CITY HOLDING CO
0.15% of their portfolio |
CHARLESTON, WV |
31,10031.1k
$1.2m |
$1.2m |
0.15% |
Unchanged |
|
| 30 |
Archer Investment Corp
0.26% of their portfolio |
Carmel, IN |
30,95931.0k
$1.2m |
$1.2m |
0.26% |
Unchanged |
|
| 31 |
AdvisorNet Financial, Inc
0.06% of their portfolio |
MINNETONKA, MN |
29,96530.0k
$1.2m |
$1.2m |
0.06% |
Unchanged |
|
| 32 |
Triad Wealth Partners, LLC
0.09% of their portfolio |
LAWRENCE, KS |
29,11929.1k
$1.1m |
$1.1m |
0.09% |
Added
+2.1k |
+2,147 |
| 33 |
Tanglewood Legacy Advisors, LLC
0.40% of their portfolio |
HOUSTON, TX |
28,19028.2k
$1.1m |
$1.1m |
0.40% |
Unchanged |
|
| 34 |
Nvest Financial, LLC
0.40% of their portfolio |
PORTSMOUTH, NH |
27,34127.3k
$1.1m |
$1.1m |
0.40% |
Unchanged |
|
| 35 |
Ignite Planners, LLC
0.16% of their portfolio |
SAN CLEMENTE, CA |
25,61925.6k
$1.0m |
$1.0m |
0.16% |
Reduced
-8.1k |
-8,148 |
| 36 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
25,25425.3k
$995.5k |
$995.5k |
0.01% |
Reduced
-110 |
-110 |
| 37 |
INDEPENDENT FINANCIAL GROUP, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
24,22624.2k
$955.0k |
$955.0k |
0.02% |
Reduced
-12.5k |
-12,463 |
| 38 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
22,39222.4k
$488.0k |
$488.0k |
0.00% |
Reduced
-7.2k |
-7,212 |
| 39 |
Icon Wealth Advisors, LLC
0.06% of their portfolio |
HOUSTON, TX |
21,93521.9k
$892.3k |
$892.3k |
0.06% |
Reduced
-17 |
-17 |
| 40 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
21,61021.6k
$851.9k |
$851.9k |
0.00% |
Reduced
-4.8k |
-4,759 |
| 41 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
20,89620.9k
$823.7k |
$823.7k |
0.00% |
Added
+14.2k |
+14,228 |
| 42 |
Signal Advisors Wealth, LLC
0.06% of their portfolio |
DETROIT, MI |
20,82320.8k
$820.8k |
$820.8k |
0.06% |
New |
|
| 43 |
Sequent Planning LLC
0.20% of their portfolio |
OMAHA, NE |
20,78120.8k
$819.2k |
$819.2k |
0.20% |
Reduced
-885 |
-885 |
| 44 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
20,37120.4k
$803.0k |
$803.0k |
0.00% |
Added
+9.2k |
+9,226 |
| 45 |
Wood Tarver Financial Group, LLC
0.21% of their portfolio |
BOISE, ID |
19,54119.5k
$770.0k |
$770.0k |
0.21% |
Reduced
-678 |
-678 |
| 46 |
KINTRA WEALTH, LLC
0.05% of their portfolio |
WILLIAMSPORT, PA |
19,11619.1k
$753.6k |
$753.6k |
0.05% |
New |
|
| 47 |
Ausdal Financial Partners, Inc.
0.03% of their portfolio |
Davenport, IA |
17,37817.4k
$685.0k |
$685.0k |
0.03% |
Reduced
-309 |
-309 |
| 48 |
VestGen Investment Management
0.37% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
16,99817.0k
$670.1k |
$670.1k |
0.37% |
New |
|
| 49 |
Harvest Investment Services, LLC
0.11% of their portfolio |
Oakbrook Terrace, IL |
15,28415.3k
$602.5k |
$602.5k |
0.11% |
Reduced
-2.3k |
-2,342 |
| 50 |
Integrity Financial Corp /WA
0.30% of their portfolio |
JACKSON, WY |
15,28415.3k
$602.5k |
$602.5k |
0.30% |
Unchanged |
|
| 51 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
14,91314.9k
$588.0k |
$588.0k |
0.00% |
Reduced
-2.3k |
-2,304 |
| 52 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
14,44314.4k
$569.0k |
$569.0k |
0.00% |
Reduced
-63.0k |
-63,045 |
| 53 |
Santori & Peters, Inc.
0.17% of their portfolio |
CANONSBURG, PA |
14,07014.1k
$554.6k |
$554.6k |
0.17% |
Unchanged |
|
| 54 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
13,95814.0k
$550.2k |
$550.2k |
0.02% |
Added
+553 |
+553 |
| 55 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
13,59913.6k
$536.1k |
$536.1k |
0.01% |
Unchanged |
|
| 56 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
13,34113.3k
$525.9k |
$525.9k |
0.00% |
Reduced
-1.2k |
-1,200 |
| 57 |
REAP Financial Group, LLC
0.10% of their portfolio |
AUSTIN, TX |
12,88112.9k
$507.8k |
$507.8k |
0.10% |
Reduced
-167 |
-167 |
| 58 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
11,71411.7k
$461.8k |
$461.8k |
0.00% |
Reduced
-131 |
-131 |
| 59 |
BFI Wealth Solutions, LLC
0.43% of their portfolio |
DALLAS, TX |
11,23011.2k
$444.8k |
$444.8k |
0.43% |
Reduced
-1.1k |
-1,060 |
| 60 |
Robertson Stephens Wealth Management, LLC
0.01% of their portfolio |
San Francisco, CA |
10,88010.9k
$428.9k |
$428.9k |
0.01% |
Unchanged |
|
| 61 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
10,48410.5k
$413.0k |
$413.0k |
0.02% |
Unchanged |
|
| 62 |
NORDEN GROUP LLC
0.04% of their portfolio |
PROVO, UT |
10,16510.2k
$400.7k |
$400.7k |
0.04% |
Reduced
-1.4k |
-1,435 |
| 63 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
10,05910.1k
$398.0k |
$398.0k |
0.01% |
Reduced
-1.5k |
-1,460 |
| 64 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
9,8279.8k
$387.4k |
$387.4k |
0.00% |
Reduced
-812 |
-812 |
| 65 |
UPTICK PARTNERS, LLC
0.08% of their portfolio |
NACOGDOCHES, TX |
9,8209.8k
$387.1k |
$387.1k |
0.08% |
Unchanged |
|
| 66 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,3949.4k
$370.3k |
$370.3k |
0.01% |
Added
+179 |
+179 |
| 67 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
8,9769.0k
$353.8k |
$353.8k |
0.01% |
New |
|
| 68 |
Summit Financial Wealth Advisors, LLC
0.05% of their portfolio |
Lafayette, LA |
8,1278.1k
$320.4k |
$320.4k |
0.05% |
Reduced
-3.3k |
-3,310 |
| 69 |
Catalina Capital Group, LLC
0.20% of their portfolio |
Torrance, CA |
8,1108.1k
$319.7k |
$319.7k |
0.20% |
Unchanged |
|
| 70 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
7,9017.9k
$311.5k |
$311.5k |
0.00% |
New |
|
| 71 |
Quad-Cities Investment Group, LLC
0.12% of their portfolio |
DAVENPORT, IA |
7,8257.8k
$308.5k |
$308.5k |
0.12% |
Reduced
-536 |
-536 |
| 72 |
STEPHENS INC /AR/
0.00% of their portfolio |
LITTLE ROCK, AR |
7,6657.7k
$302.2k |
$302.2k |
0.00% |
Unchanged |
|
| 73 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.04% of their portfolio |
BLUE BELL, PA |
7,6607.7k
$302.0k |
$302.0k |
0.04% |
Reduced
-103 |
-103 |
| 74 |
Arax Advisory Partners
0.01% of their portfolio |
NEW YORK, NY |
7,6597.7k
$301.9k |
$301.9k |
0.01% |
New |
|
| 75 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
7,6557.7k
$301.8k |
$301.8k |
0.00% |
Reduced
-4.1k |
-4,117 |
| 76 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
7,6487.6k
$301.5k |
$301.5k |
0.00% |
Reduced
-70 |
-70 |
| 77 |
1776 Wealth LLC
0.12% of their portfolio |
ATLANTA, GA |
7,5607.6k
$298.0k |
$298.0k |
0.12% |
Unchanged |
|
| 78 |
Prosperity Financial Group, Inc.
0.11% of their portfolio |
San Ramon, CA |
7,5207.5k
$296.4k |
$296.4k |
0.11% |
Reduced
-36 |
-36 |
| 79 |
SILVER OAK SECURITIES, INCORPORATED
0.02% of their portfolio |
JACKSON, TN |
7,4997.5k
$295.6k |
$295.6k |
0.02% |
Added
+163 |
+163 |
| 80 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
7,4687.5k
$294.4k |
$294.4k |
0.01% |
Unchanged |
|
| 81 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
7,3917.4k
$291.4k |
$291.4k |
0.01% |
Unchanged |
|
| 82 |
Crusonia Wealth Advisors LLC
0.06% of their portfolio |
DENVER, CO |
7,2757.3k
$286.8k |
$286.8k |
0.06% |
Unchanged |
|
| 83 |
Chris Bulman Inc
0.13% of their portfolio |
ROSEVILLE, CA |
7,2567.3k
$286.0k |
$286.0k |
0.13% |
Reduced
-24 |
-24 |
| 84 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
6,7816.8k
$267.1k |
$267.1k |
0.00% |
Unchanged |
|
| 85 |
Parallel Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
6,7506.8k
$266.1k |
$266.1k |
0.00% |
New |
|
| 86 |
Keating Financial Advisory Services, Inc.
0.04% of their portfolio |
MANHATTAN, KS |
6,2696.3k
$247.1k |
$247.1k |
0.04% |
Added
+115 |
+115 |
| 87 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
6,2526.3k
$246.5k |
$246.5k |
0.00% |
Reduced
-1.8k |
-1,794 |
| 88 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
6,1846.2k
$243.8k |
$243.8k |
0.02% |
Added
+17 |
+17 |
| 89 |
Stratos Wealth Advisors, LLC
0.01% of their portfolio |
BEACHWOOD, OH |
6,1636.2k
$242.9k |
$242.9k |
0.01% |
Reduced
-57 |
-57 |
| 90 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
5,8315.8k
$229.9k |
$229.9k |
0.00% |
Reduced
-180 |
-180 |
| 91 |
Cornell Pochily Investment Advisors, Inc.
0.07% of their portfolio |
ITHACA, NY |
5,8305.8k
$229.8k |
$229.8k |
0.07% |
Unchanged |
|
| 92 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
5,4955.5k
$216.6k |
$216.6k |
0.00% |
New |
|
| 93 |
HBW ADVISORY SERVICES LLC
0.02% of their portfolio |
SIMI VALLEY, CA |
5,2325.2k
$206.2k |
$206.2k |
0.02% |
Reduced
-150 |
-150 |
| 94 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,2155.2k
$205.6k |
$205.6k |
0.00% |
Unchanged |
|
| 95 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.06% of their portfolio |
WATERLOO, IA |
5,1815.2k
$204.2k |
$204.2k |
0.06% |
Reduced
-2 |
-2 |
| 96 |
Castle Rock Wealth Management, LLC
0.04% of their portfolio |
WALNUT CREEK, CA |
5,1385.1k
$203.3k |
$203.3k |
0.04% |
Unchanged |
|
| 97 |
LANARK FINANCIAL, INC.
0.01% of their portfolio |
BIRMINGHAM, AL |
4,6824.7k
$184.6k |
$184.6k |
0.01% |
Unchanged |
|
| 98 |
DHJJ Financial Advisors, Ltd.
0.06% of their portfolio |
NAPERVILLE, IL |
4,6134.6k
$181.8k |
$181.8k |
0.06% |
Unchanged |
|
| 99 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,5664.6k
$180.0k |
$180.0k |
0.00% |
Reduced
-262 |
-262 |
| 100 |
GoalVest Advisory LLC
0.03% of their portfolio |
New York, NY |
4,1164.1k
$162.3k |
$162.3k |
0.03% |
Added
+251 |
+251 |