| 1 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
725,061725.1k
$29.9m |
$29.9m |
0.01% |
Added
+493.7k |
+493,721 |
| 2 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
492,470492.5k
$20.3m |
$20.3m |
0.02% |
Added
+131.7k |
+131,670 |
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
474,211474.2k
$19.5m |
$19.5m |
0.00% |
Added
+248.8k |
+248,776 |
| 4 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
429,079429.1k
$17.7m |
$17.7m |
0.02% |
Added
+306.1k |
+306,090 |
| 5 |
Atria Investments, Inc
0.18% of their portfolio |
Charlotte, NC |
424,651424.7k
$17.5m |
$17.5m |
0.18% |
Added
+161.4k |
+161,365 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
375,220375.2k
$15.5m |
$15.5m |
0.00% |
Added
+213.6k |
+213,649 |
| 7 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
263,272263.3k
$10.8m |
$10.8m |
0.01% |
Reduced
-5.4k |
-5,358 |
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
238,641238.6k
$9.8m |
$9.8m |
0.01% |
Added
+24.8k |
+24,758 |
| 9 |
First International Bank of Israel Ltd.
2.25% of their portfolio |
TEL AVIV, L3 |
200,000200.0k
$8.2m |
$8.2m |
2.25% |
Unchanged |
|
| 10 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
148,862148.9k
$6.1m |
$6.1m |
0.02% |
Reduced
-23.0k |
-23,044 |
| 11 |
Focus Partners Wealth
0.01% of their portfolio |
ST LOUIS, MO |
141,194141.2k
$5.8m |
$5.8m |
0.01% |
Reduced
-6.0k |
-6,037 |
| 12 |
Avantra Family Wealth, Inc.
2.86% of their portfolio |
MECHANICSBURG, PA |
108,930108.9k
$4.5m |
$4.5m |
2.86% |
Added
+601 |
+601 |
| 13 |
MAI Capital Management
0.02% of their portfolio |
INDEPENDENCE, OH |
105,248105.2k
$4.3m |
$4.3m |
0.02% |
Added
+93.5k |
+93,534 |
| 14 |
BAM Wealth Management, LLC
2.69% of their portfolio |
LAKEWOOD, CO |
104,305104.3k
$4.3m |
$4.3m |
2.69% |
New |
|
| 15 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
86,66686.7k
$3.6m |
$3.6m |
0.08% |
Added
+54.7k |
+54,664 |
| 16 |
VestGen Advisors, LLC
0.10% of their portfolio |
CHICAGO, IL |
84,17484.2k
$3.5m |
$3.5m |
0.10% |
Reduced
-10.9k |
-10,883 |
| 17 |
Archer Investment Corp
0.28% of their portfolio |
Carmel, IN |
71,07071.1k
$2.9m |
$2.9m |
0.28% |
Added
+40.1k |
+40,111 |
| 18 |
Schulz Wealth, LTD.
1.19% of their portfolio |
MANSFIELD, TX |
55,88655.9k
$2.3m |
$2.3m |
1.19% |
First filing |
|
| 19 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
50,99451.0k
$2.1m |
$2.1m |
0.00% |
Added
+1.3k |
+1,324 |
| 20 |
FOUNDERS FINANCIAL SECURITIES LLC
0.10% of their portfolio |
TOWSON, MD |
45,68845.7k
$1.9m |
$1.9m |
0.10% |
Added
+2.4k |
+2,426 |
| 21 |
Foundations Investment Advisors, LLC
0.02% of their portfolio |
PHOENIX, AZ |
45,62745.6k
$1.9m |
$1.9m |
0.02% |
Reduced
-1.7k |
-1,712 |
| 22 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
43,97944.0k
$1.8m |
$1.8m |
0.03% |
Reduced
-200 |
-200 |
| 23 |
Tanglewood Legacy Advisors, LLC
0.57% of their portfolio |
HOUSTON, TX |
43,13243.1k
$1.8m |
$1.8m |
0.57% |
Added
+14.9k |
+14,942 |
| 24 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
41,34141.3k
$615.9k |
$615.9k |
0.00% |
Added
+18.9k |
+18,949 |
| 25 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
39,78439.8k
$1.6m |
$1.6m |
0.00% |
Reduced
-30.2k |
-30,191 |
| 26 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
36,62736.6k
$1.5m |
$1.5m |
0.00% |
Added
+939 |
+939 |
| 27 |
Keystone Wealth Services, LLC
0.28% of their portfolio |
PALM DESERT, CA |
36,07136.1k
$1.5m |
$1.5m |
0.28% |
Reduced
-500 |
-500 |
| 28 |
Gallagher Fiduciary Advisors, LLC
0.05% of their portfolio |
ROLLING MEADOWS, IL |
35,91335.9k
$1.5m |
$1.5m |
0.05% |
Added
+22.0k |
+21,955 |
| 29 |
GREAT VALLEY ADVISOR GROUP, INC.
0.02% of their portfolio |
WILMINGTON, DE |
35,09935.1k
$1.4m |
$1.4m |
0.02% |
New |
|
| 30 |
Diligent Investors, LLC
0.32% of their portfolio |
REDLANDS, CA |
34,48134.5k
$1.4m |
$1.4m |
0.32% |
Added
+2.4k |
+2,350 |
| 31 |
Range Financial Group LLC
0.37% of their portfolio |
TIGARD, OR |
33,09133.1k
$1.4m |
$1.4m |
0.37% |
New |
|
| 32 |
Americana Partners, LLC
0.03% of their portfolio |
Houston, TX |
32,25632.3k
$1.3m |
$1.3m |
0.03% |
Reduced
-62.2k |
-62,220 |
| 33 |
LM Advisors LLC
0.15% of their portfolio |
SAN DIEGO, CA |
31,29031.3k
$1.3m |
$1.3m |
0.15% |
Added
+30.1k |
+30,062 |
| 34 |
CITY HOLDING CO
0.14% of their portfolio |
CHARLESTON, WV |
31,10031.1k
$1.3m |
$1.3m |
0.14% |
Unchanged |
|
| 35 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
31,02031.0k
$1.3m |
$1.3m |
0.00% |
New |
|
| 36 |
Triad Wealth Partners, LLC
0.07% of their portfolio |
LAWRENCE, KS |
30,12230.1k
$1.3m |
$1.3m |
0.07% |
Added
+1.0k |
+1,003 |
| 37 |
AdvisorNet Financial, Inc
0.06% of their portfolio |
MINNETONKA, MN |
29,81429.8k
$1.2m |
$1.2m |
0.06% |
Reduced
-151 |
-151 |
| 38 |
Nvest Financial, LLC
0.36% of their portfolio |
PORTSMOUTH, NH |
27,34127.3k
$1.1m |
$1.1m |
0.36% |
Unchanged |
|
| 39 |
NorthCrest Asset Manangement, LLC
0.03% of their portfolio |
PLYMOUTH, MN |
26,55826.6k
$1.1m |
$1.1m |
0.03% |
Added
+16.5k |
+16,499 |
| 40 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
25,30225.3k
$1.0m |
$1.0m |
0.00% |
Added
+3.7k |
+3,692 |
| 41 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
25,14625.1k
$1.0m |
$1.0m |
0.01% |
Reduced
-108 |
-108 |
| 42 |
Ausdal Financial Partners, Inc.
0.04% of their portfolio |
Davenport, IA |
23,19823.2k
$955.5k |
$955.5k |
0.04% |
Added
+5.8k |
+5,820 |
| 43 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
23,11123.1k
$951.9k |
$951.9k |
0.00% |
Added
+2.7k |
+2,740 |
| 44 |
Icon Wealth Advisors, LLC
0.05% of their portfolio |
HOUSTON, TX |
21,93521.9k
$903.5k |
$903.5k |
0.05% |
Unchanged |
|
| 45 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
21,80021.8k
$897.9k |
$897.9k |
0.01% |
First filing |
|
| 46 |
NEW WAVE WEALTH ADVISORS LLC
0.12% of their portfolio |
SPRINGDALE, AR |
21,56421.6k
$888.2k |
$888.2k |
0.12% |
New |
|
| 47 |
Ignite Planners, LLC
0.12% of their portfolio |
SAN CLEMENTE, CA |
21,15621.2k
$871.4k |
$871.4k |
0.12% |
Reduced
-4.5k |
-4,463 |
| 48 |
LANGLEY WEALTH MANAGEMENT, LLC
0.85% of their portfolio |
CORINTH, MS |
21,13821.1k
$870.7k |
$870.7k |
0.85% |
First filing |
|
| 49 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
20,15020.1k
$830.0k |
$830.0k |
0.02% |
Added
+6.6k |
+6,551 |
| 50 |
KINTRA WEALTH, LLC
0.04% of their portfolio |
WILLIAMSPORT, PA |
18,75018.8k
$788.6k |
$788.6k |
0.04% |
Reduced
-366 |
-366 |
| 51 |
Strategic Blueprint, LLC
0.04% of their portfolio |
ATLANTA, GA |
18,21918.2k
$750.4k |
$750.4k |
0.04% |
New |
|
| 52 |
Signal Advisors Wealth, LLC
0.04% of their portfolio |
DETROIT, MI |
18,03118.0k
$742.7k |
$742.7k |
0.04% |
Reduced
-2.8k |
-2,792 |
| 53 |
NovaPoint Capital, LLC
0.15% of their portfolio |
ATLANTA, GA |
17,82217.8k
$734.1k |
$734.1k |
0.15% |
Reduced
-22.8k |
-22,818 |
| 54 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
17,57117.6k
$723.7k |
$723.7k |
0.01% |
Added
+7.7k |
+7,744 |
| 55 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
17,54517.5k
$722.7k |
$722.7k |
0.01% |
Added
+14.3k |
+14,300 |
| 56 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
17,30917.3k
$713.0k |
$713.0k |
0.00% |
New |
|
| 57 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03% of their portfolio |
CEDAR RAPIDS, IA |
16,94716.9k
$698.0k |
$698.0k |
0.03% |
Reduced
-25.4k |
-25,394 |
| 58 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
16,66616.7k
$686.5k |
$686.5k |
0.00% |
Added
+3.3k |
+3,325 |
| 59 |
Madrona Financial Services, LLC
0.12% of their portfolio |
EVERETT, WA |
16,04716.0k
$661.0k |
$661.0k |
0.12% |
New |
|
| 60 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
15,41515.4k
$634.9k |
$634.9k |
0.01% |
Added
+14.3k |
+14,277 |
| 61 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
15,31815.3k
$630.9k |
$630.9k |
0.00% |
Added
+7.7k |
+7,659 |
| 62 |
Harvest Investment Services, LLC
0.09% of their portfolio |
Oakbrook Terrace, IL |
14,35014.3k
$591.1k |
$591.1k |
0.09% |
Reduced
-934 |
-934 |
| 63 |
Santori & Peters, Inc.
0.16% of their portfolio |
CANONSBURG, PA |
14,07014.1k
$579.5k |
$579.5k |
0.16% |
Unchanged |
|
| 64 |
Sequent Planning LLC
0.12% of their portfolio |
OMAHA, NE |
13,59613.6k
$560.0k |
$560.0k |
0.12% |
Reduced
-7.2k |
-7,185 |
| 65 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
13,43513.4k
$553.0k |
$553.0k |
0.00% |
Reduced
-1.0k |
-1,008 |
| 66 |
Wood Tarver Financial Group, LLC
0.13% of their portfolio |
BOISE, ID |
12,96213.0k
$533.0k |
$533.0k |
0.13% |
Reduced
-6.6k |
-6,579 |
| 67 |
UPTICK PARTNERS, LLC
0.08% of their portfolio |
NACOGDOCHES, TX |
12,45512.5k
$513.0k |
$513.0k |
0.08% |
Added
+2.6k |
+2,635 |
| 68 |
REAP Financial Group, LLC
0.09% of their portfolio |
AUSTIN, TX |
12,43112.4k
$512.0k |
$512.0k |
0.09% |
Reduced
-450 |
-450 |
| 69 |
PKS Advisory Services, LLC
0.08% of their portfolio |
ALBANY, NY |
11,73711.7k
$483.4k |
$483.4k |
0.08% |
New |
|
| 70 |
Integrity Financial Corp /WA
0.23% of their portfolio |
JACKSON, WY |
11,58411.6k
$477.1k |
$477.1k |
0.23% |
Reduced
-3.7k |
-3,700 |
| 71 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
11,45911.5k
$472.0k |
$472.0k |
0.01% |
Reduced
-12.8k |
-12,767 |
| 72 |
WORLD EQUITY GROUP, INC.
0.10% of their portfolio |
SCHAUMBURG, IL |
11,28311.3k
$464.7k |
$464.7k |
0.10% |
New |
|
| 73 |
Robertson Stephens Wealth Management, LLC
0.01% of their portfolio |
San Francisco, CA |
10,88010.9k
$448.1k |
$448.1k |
0.01% |
Unchanged |
|
| 74 |
BFI Wealth Solutions, LLC
0.33% of their portfolio |
DALLAS, TX |
10,70810.7k
$441.1k |
$441.1k |
0.33% |
Reduced
-522 |
-522 |
| 75 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
10,49910.5k
$432.5k |
$432.5k |
0.00% |
Added
+2.6k |
+2,598 |
| 76 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
9,7829.8k
$402.9k |
$402.9k |
0.00% |
Reduced
-11.1k |
-11,114 |
| 77 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
9,6279.6k
$396.5k |
$396.5k |
0.01% |
New |
|
| 78 |
NORDEN GROUP LLC
0.03% of their portfolio |
PROVO, UT |
9,5859.6k
$394.8k |
$394.8k |
0.03% |
Reduced
-580 |
-580 |
| 79 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,5629.6k
$393.9k |
$393.9k |
0.01% |
Added
+168 |
+168 |
| 80 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
9,2319.2k
$379.8k |
$379.8k |
0.00% |
Added
+2.5k |
+2,450 |
| 81 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
7,9608.0k
$327.1k |
$327.1k |
0.01% |
New |
|
| 82 |
Prosperity Financial Group, Inc.
0.10% of their portfolio |
San Ramon, CA |
7,9337.9k
$326.8k |
$326.8k |
0.10% |
Added
+413 |
+413 |
| 83 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
7,8397.8k
$322.9k |
$322.9k |
0.01% |
Added
+371 |
+371 |
| 84 |
Quad-Cities Investment Group, LLC
0.12% of their portfolio |
DAVENPORT, IA |
7,8257.8k
$322.3k |
$322.3k |
0.12% |
Unchanged |
|
| 85 |
Summit Financial Wealth Advisors, LLC
0.04% of their portfolio |
Lafayette, LA |
7,7147.7k
$317.7k |
$317.7k |
0.04% |
Reduced
-413 |
-413 |
| 86 |
STEPHENS INC /AR/
0.00% of their portfolio |
LITTLE ROCK, AR |
7,6657.7k
$315.7k |
$315.7k |
0.00% |
Unchanged |
|
| 87 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.04% of their portfolio |
BLUE BELL, PA |
7,6607.7k
$315.5k |
$315.5k |
0.04% |
Unchanged |
|
| 88 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
7,6477.6k
$315.0k |
$315.0k |
0.00% |
Reduced
-1 |
-1 |
| 89 |
1776 Wealth LLC
0.11% of their portfolio |
ATLANTA, GA |
7,5607.6k
$311.4k |
$311.4k |
0.11% |
Unchanged |
|
| 90 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
7,3167.3k
$301.3k |
$301.3k |
0.01% |
Reduced
-75 |
-75 |
| 91 |
Crusonia Wealth Advisors LLC
0.05% of their portfolio |
DENVER, CO |
7,2757.3k
$299.7k |
$299.7k |
0.05% |
Unchanged |
|
| 92 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
6,8696.9k
$282.9k |
$282.9k |
0.02% |
Added
+685 |
+685 |
| 93 |
Stratos Wealth Advisors, LLC
0.02% of their portfolio |
BEACHWOOD, OH |
6,8686.9k
$282.9k |
$282.9k |
0.02% |
Added
+705 |
+705 |
| 94 |
Parallel Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
6,7506.8k
$278.0k |
$278.0k |
0.00% |
Unchanged |
|
| 95 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.08% of their portfolio |
WATERLOO, IA |
6,6976.7k
$275.8k |
$275.8k |
0.08% |
Added
+1.5k |
+1,516 |
| 96 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
6,6116.6k
$272.3k |
$272.3k |
0.00% |
New |
|
| 97 |
DHJJ Financial Advisors, Ltd.
0.08% of their portfolio |
NAPERVILLE, IL |
6,5486.5k
$269.7k |
$269.7k |
0.08% |
Added
+1.9k |
+1,935 |
| 98 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
6,1046.1k
$251.4k |
$251.4k |
0.00% |
Added
+609 |
+609 |
| 99 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
6,0486.0k
$249.1k |
$249.1k |
0.00% |
Reduced
-204 |
-204 |
| 100 |
Keating Financial Advisory Services, Inc.
0.03% of their portfolio |
MANHATTAN, KS |
5,7785.8k
$238.0k |
$238.0k |
0.03% |
Reduced
-491 |
-491 |