| 1 |
Ausdal Financial Partners, Inc.
1.11% of their portfolio |
Davenport, IA |
426,230426.2k
$16.7m |
$16.7m |
1.11% |
New |
|
| 2 |
Cetera Investment Advisers
0.03% of their portfolio |
SCHAUMBURG, IL |
408,453408.5k
$16.0m |
$16.0m |
0.03% |
Added
+207.6k |
+207,576 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
337,608337.6k
$13.2m |
$13.2m |
0.00% |
Added
+16.5k |
+16,458 |
| 4 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
304,080304.1k
$11.9m |
$11.9m |
0.02% |
Added
+160.7k |
+160,673 |
| 5 |
Americana Partners, LLC
0.40% of their portfolio |
Houston, TX |
296,091296.1k
$11.6m |
$11.6m |
0.40% |
Added
+180.9k |
+180,901 |
| 6 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
269,081269.1k
$10.5m |
$10.5m |
0.01% |
Added
+71.4k |
+71,365 |
| 7 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
169,304169.3k
$6.6m |
$6.6m |
0.03% |
Added
+50.0k |
+49,969 |
| 8 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
166,822166.8k
$6.5m |
$6.5m |
0.00% |
Added
+24.6k |
+24,557 |
| 9 |
MILESTONE ASSET MANAGEMENT, LLC
1.21% of their portfolio |
PITTSBURGH, PA |
146,087146.1k
$5.7m |
$5.7m |
1.21% |
Added
+2.5k |
+2,544 |
| 10 |
Wood Tarver Financial Group, LLC
1.66% of their portfolio |
BOISE, ID |
140,702140.7k
$5.5m |
$5.5m |
1.66% |
Added
+117.8k |
+117,800 |
| 11 |
Foguth Wealth Management, LLC.
1.08% of their portfolio |
BRIGHTON, MI |
129,148129.1k
$5.1m |
$5.1m |
1.08% |
New |
|
| 12 |
Signal Advisors Wealth, LLC
0.39% of their portfolio |
DETROIT, MI |
127,617127.6k
$5.0m |
$5.0m |
0.39% |
New |
|
| 13 |
Avantra Family Wealth, Inc.
4.13% of their portfolio |
MECHANICSBURG, PA |
127,580127.6k
$5.0m |
$5.0m |
4.13% |
New |
|
| 14 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
73,90073.9k
$2.9m |
$2.9m |
0.01% |
Added
+10.2k |
+10,213 |
| 15 |
Advisory Services Network, LLC
0.04% of their portfolio |
ATLANTA, GA |
63,41463.4k
$2.5m |
$2.5m |
0.04% |
Reduced
-2.2k |
-2,242 |
| 16 |
Clear Creek Financial Management, LLC
0.23% of their portfolio |
SILVERDALE, WA |
61,13061.1k
$2.4m |
$2.4m |
0.23% |
Added
+55.5k |
+55,488 |
| 17 |
CITY HOLDING CO
0.31% of their portfolio |
CHARLESTON, WV |
60,83460.8k
$2.4m |
$2.4m |
0.31% |
Added
+20.4k |
+20,400 |
| 18 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
54,91554.9k
$2.2m |
$2.2m |
0.00% |
Reduced
-2.7k |
-2,686 |
| 19 |
Per Stirling Capital Management, LLC.
0.26% of their portfolio |
AUSTIN, TX |
50,39050.4k
$2.0m |
$2.0m |
0.26% |
New |
|
| 20 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
49,28749.3k
$1.9m |
$1.9m |
0.01% |
Reduced
-123.9k |
-123,900 |
| 21 |
Schulz Wealth, LTD.
1.33% of their portfolio |
MANSFIELD, TX |
45,57845.6k
$1.8m |
$1.8m |
1.33% |
Added
+8.7k |
+8,705 |
| 22 |
INSIGNEO ADVISORY SERVICES, LLC
0.14% of their portfolio |
MIAMI, FL |
41,03741.0k
$1.6m |
$1.6m |
0.14% |
Added
+16.1k |
+16,062 |
| 23 |
Tanglewood Legacy Advisors, LLC
0.62% of their portfolio |
HOUSTON, TX |
38,76738.8k
$1.5m |
$1.5m |
0.62% |
Reduced
-522 |
-522 |
| 24 |
Kovack Advisors, Inc.
0.15% of their portfolio |
FT. LAUDERDALE, FL |
38,00038.0k
$1.5m |
$1.5m |
0.15% |
Unchanged |
|
| 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
34,44734.4k
$1.3m |
$1.3m |
0.00% |
Added
+79 |
+79 |
| 26 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
29,87829.9k
$1.2m |
$1.2m |
0.02% |
New |
|
| 27 |
Keystone Wealth Services, LLC
0.27% of their portfolio |
PALM DESERT, CA |
28,91928.9k
$1.1m |
$1.1m |
0.27% |
Added
+19.1k |
+19,135 |
| 28 |
Chris Bulman Inc
0.65% of their portfolio |
ROSEVILLE, CA |
28,91328.9k
$1.1m |
$1.1m |
0.65% |
New |
|
| 29 |
Bullseye Investment Management, LLC
0.57% of their portfolio |
CINCINNATI, OH |
25,85425.9k
$937.3k |
$937.3k |
0.57% |
Unchanged |
|
| 30 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
25,66625.7k
$1.0m |
$1.0m |
0.08% |
Reduced
-1.1k |
-1,062 |
| 31 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
24,51624.5k
$959.9k |
$959.9k |
0.01% |
New |
|
| 32 |
Ignite Planners, LLC
0.16% of their portfolio |
SAN CLEMENTE, CA |
23,59223.6k
$929.1k |
$929.1k |
0.16% |
Added
+8.4k |
+8,402 |
| 33 |
Savvy Advisors, Inc.
0.06% of their portfolio |
NEW YORK, NY |
21,24021.2k
$831.6k |
$831.6k |
0.06% |
Reduced
-1.0k |
-1,000 |
| 34 |
KINGSWOOD WEALTH ADVISORS, LLC
0.06% of their portfolio |
SAN DIEGO, CA |
20,99521.0k
$822.0k |
$822.0k |
0.06% |
Added
+14.4k |
+14,440 |
| 35 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
20,90820.9k
$818.6k |
$818.6k |
0.00% |
Reduced
-5.4k |
-5,417 |
| 36 |
Sigma Planning Corp
0.02% of their portfolio |
ANN ARBOR, MI |
19,21919.2k
$752.5k |
$752.5k |
0.02% |
Added
+2.4k |
+2,398 |
| 37 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
18,13818.1k
$710.2k |
$710.2k |
0.01% |
Added
+6.1k |
+6,065 |
| 38 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
17,05517.1k
$667.8k |
$667.8k |
0.02% |
Added
+3.3k |
+3,255 |
| 39 |
Geneos Wealth Management Inc.
0.02% of their portfolio |
ENGLEWOOD, CO |
16,25016.2k
$636.2k |
$636.2k |
0.02% |
Reduced
-13.2k |
-13,250 |
| 40 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
16,24016.2k
$635.9k |
$635.9k |
0.00% |
New |
|
| 41 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
16,19016.2k
$642.1k |
$642.1k |
0.02% |
Added
+7.2k |
+7,228 |
| 42 |
Financial Network Wealth Advisors LLC
0.74% of their portfolio |
MURRAY, UT |
15,59315.6k
$610.5k |
$610.5k |
0.74% |
Added
+1.4k |
+1,434 |
| 43 |
Capital Analysts, LLC
0.02% of their portfolio |
FORT WASHINGTON, PA |
15,11815.1k
$592.0k |
$592.0k |
0.02% |
Reduced
-118 |
-118 |
| 44 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
14,92714.9k
$584.0k |
$584.0k |
0.00% |
Added
+8.0k |
+7,959 |
| 45 |
Beacon Financial Advisory LLC
0.15% of their portfolio |
CLEVELAND, OH |
14,77014.8k
$578.3k |
$578.3k |
0.15% |
New |
|
| 46 |
Archer Investment Corp
0.13% of their portfolio |
Carmel, IN |
14,34614.3k
$561.7k |
$561.7k |
0.13% |
Added
+14.3k |
+14,310 |
| 47 |
AIFG Consultants Ltd.
1.08% of their portfolio |
HALFMOON, NY |
14,17514.2k
$555.0k |
$555.0k |
1.08% |
Reduced
-4.3k |
-4,308 |
| 48 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
13,96014.0k
$546.6k |
$546.6k |
0.00% |
Added
+1.1k |
+1,125 |
| 49 |
DHJJ Financial Advisors, Ltd.
0.19% of their portfolio |
NAPERVILLE, IL |
13,49613.5k
$528.4k |
$528.4k |
0.19% |
Added
+2.8k |
+2,779 |
| 50 |
Diligent Investors, LLC
0.12% of their portfolio |
REDLANDS, CA |
13,09513.1k
$512.7k |
$512.7k |
0.12% |
Added
+7.2k |
+7,175 |
| 51 |
Arete Wealth Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
13,00013.0k
$509.0k |
$509.0k |
0.04% |
New |
|
| 52 |
BRASS TAX WEALTH MANAGEMENT, INC
0.09% of their portfolio |
CINCINNATI, OH |
12,17412.2k
$476.7k |
$476.7k |
0.09% |
Unchanged |
|
| 53 |
Stonebridge Financial Group, LLC
0.04% of their portfolio |
Wormleysburg, PA |
11,54811.5k
$452.1k |
$452.1k |
0.04% |
Reduced
-5.8k |
-5,825 |
| 54 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
10,97011.0k
$429.5k |
$429.5k |
0.01% |
First filing |
|
| 55 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
10,55210.6k
$413.1k |
$413.1k |
0.01% |
New |
|
| 56 |
Sequent Planning LLC
0.13% of their portfolio |
OMAHA, NE |
10,35010.3k
$405.2k |
$405.2k |
0.13% |
Added
+2.6k |
+2,607 |
| 57 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
9,6919.7k
$380.5k |
$380.5k |
0.01% |
Reduced
-1.0k |
-1,020 |
| 58 |
UPTICK PARTNERS, LLC
0.11% of their portfolio |
NACOGDOCHES, TX |
9,5609.6k
$374.3k |
$374.3k |
0.11% |
Added
+1.8k |
+1,787 |
| 59 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
9,4559.5k
$370.2k |
$370.2k |
0.00% |
New |
|
| 60 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
9,1829.2k
$360.0k |
$360.0k |
0.00% |
New |
|
| 61 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
9,1499.1k
$358.2k |
$358.2k |
0.00% |
Added
+849 |
+849 |
| 62 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
9,0869.1k
$356.0k |
$356.0k |
0.02% |
Unchanged |
|
| 63 |
Nvest Financial, LLC
0.17% of their portfolio |
PORTSMOUTH, NH |
8,5728.6k
$335.6k |
$335.6k |
0.17% |
Unchanged |
|
| 64 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
8,3658.4k
$328.0k |
$328.0k |
0.00% |
Added
+7.9k |
+7,876 |
| 65 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
8,0768.1k
$316.2k |
$316.2k |
0.01% |
Added
+1.4k |
+1,351 |
| 66 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,0708.1k
$316.0k |
$316.0k |
0.01% |
Reduced
-111 |
-111 |
| 67 |
Cambridge Advisors Inc.
0.06% of their portfolio |
OMAHA, NE |
7,8557.9k
$307.5k |
$307.5k |
0.06% |
Unchanged |
|
| 68 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
7,7967.8k
$306.1k |
$306.1k |
0.00% |
New |
|
| 69 |
Bison Wealth, LLC
0.02% of their portfolio |
ATLANTA, GA |
7,4407.4k
$291.3k |
$291.3k |
0.02% |
New |
|
| 70 |
REAP Financial Group, LLC
0.07% of their portfolio |
AUSTIN, TX |
7,4407.4k
$291.3k |
$291.3k |
0.07% |
New |
|
| 71 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
7,2007.2k
$281.9k |
$281.9k |
0.00% |
Unchanged |
|
| 72 |
Sunbelt Securities, Inc.
0.02% of their portfolio |
HOUSTON, TX |
7,1687.2k
$264.4k |
$264.4k |
0.02% |
Unchanged |
|
| 73 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.10% of their portfolio |
WATERLOO, IA |
7,0737.1k
$276.9k |
$276.9k |
0.10% |
Added
+48 |
+48 |
| 74 |
Madrona Financial Services, LLC
0.07% of their portfolio |
EVERETT, WA |
6,9817.0k
$273.3k |
$273.3k |
0.07% |
Unchanged |
|
| 75 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,8706.9k
$269.0k |
$269.0k |
0.02% |
Unchanged |
|
| 76 |
Integrity Financial Corp /WA
0.14% of their portfolio |
JACKSON, WY |
6,8226.8k
$267.1k |
$267.1k |
0.14% |
Added
+8 |
+8 |
| 77 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
6,8176.8k
$266.9k |
$266.9k |
0.00% |
Added
+1.2k |
+1,203 |
| 78 |
Consolidated Portfolio Review Corp
0.04% of their portfolio |
WOODBURY, NY |
6,6486.6k
$260.3k |
$260.3k |
0.04% |
Unchanged |
|
| 79 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
6,6116.6k
$258.8k |
$258.8k |
0.00% |
New |
|
| 80 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
6,5776.6k
$257.5k |
$257.5k |
0.00% |
New |
|
| 81 |
Clear Point Advisors Inc.
0.22% of their portfolio |
MELVILLE, NY |
6,5226.5k
$255.4k |
$255.4k |
0.22% |
Unchanged |
|
| 82 |
Comprehensive Financial Consultants Institutional, Inc.
0.08% of their portfolio |
Bloomington, IN |
6,4566.5k
$252.8k |
$252.8k |
0.08% |
Reduced
-250 |
-250 |
| 83 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
6,1616.2k
$241.2k |
$241.2k |
0.01% |
New |
|
| 84 |
Prosperity Consulting Group, LLC
0.02% of their portfolio |
OWINGS MILLS, MD |
6,1006.1k
$238.8k |
$238.8k |
0.02% |
Unchanged |
|
| 85 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,8605.9k
$229.4k |
$229.4k |
0.00% |
New |
|
| 86 |
Armstrong, Fleming & Moore, Inc
0.12% of their portfolio |
WASHINGTON, DC |
5,8405.8k
$228.7k |
$228.7k |
0.12% |
New |
|
| 87 |
BlueChip Wealth Advisors LLC
0.10% of their portfolio |
Milton, GA |
5,8305.8k
$228.3k |
$228.3k |
0.10% |
Reduced
-1.7k |
-1,749 |
| 88 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
5,7235.7k
$224.1k |
$224.1k |
0.01% |
Added
+370 |
+370 |
| 89 |
Ashton Thomas Private Wealth, LLC
0.01% of their portfolio |
SCOTTSDALE, AZ |
5,1335.1k
$201.0k |
$201.0k |
0.01% |
Reduced
-393 |
-393 |
| 90 |
EVOLUTION WEALTH MANAGEMENT INC.
0.25% of their portfolio |
FORT MYERS, FL |
5,1075.1k
$200.0k |
$200.0k |
0.25% |
First filing |
|
| 91 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
4,9545.0k
$194.0k |
$194.0k |
0.01% |
Reduced
-800 |
-800 |
| 92 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
2,6852.7k
$105.1k |
$105.1k |
0.00% |
Reduced
-800 |
-800 |
| 93 |
Anfield Capital Management, LLC
0.03% of their portfolio |
IRVINE, CA |
2,0812.1k
$81.5k |
$81.5k |
0.03% |
New |
|
| 94 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
2,0002.0k
$78.3k |
$78.3k |
0.00% |
Unchanged |
|
| 95 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
1,0421.0k
$40.8k |
$40.8k |
0.00% |
Reduced
-1.3k |
-1,261 |
| 96 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
826826
$32.3k |
$32.3k |
0.00% |
Added
+81 |
+81 |
| 97 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
497497
$19.5k |
$19.5k |
0.00% |
Reduced
-5.0k |
-5,043 |
| 98 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
350350
$13.7k |
$13.7k |
0.00% |
New |
|
| 99 |
HAZLETT, BURT & WATSON, INC.
0.00% of their portfolio |
WHEELING, WV |
214214
$8.0k |
$8.0k |
0.00% |
Unchanged |
|
| 100 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
9696
$3.8k |
$3.8k |
0.00% |
Unchanged |
|