| 1 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
315,419315.4k
$12.8m |
$12.8m |
0.00% |
Reduced
-22.2k |
-22,189 |
| 2 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
291,173291.2k
$11.8m |
$11.8m |
0.01% |
Reduced
-117.3k |
-117,280 |
| 3 |
Americana Partners, LLC
0.35% of their portfolio |
Houston, TX |
289,478289.5k
$11.7m |
$11.7m |
0.35% |
Reduced
-6.6k |
-6,613 |
| 4 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
289,234289.2k
$11.6m |
$11.6m |
0.02% |
Reduced
-14.8k |
-14,846 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
258,935258.9k
$10.5m |
$10.5m |
0.01% |
Reduced
-10.1k |
-10,146 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
172,534172.5k
$7.0m |
$7.0m |
0.00% |
Added
+5.7k |
+5,712 |
| 7 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
157,535157.5k
$6.4m |
$6.4m |
0.03% |
Reduced
-11.8k |
-11,769 |
| 8 |
Wood Tarver Financial Group, LLC
1.66% of their portfolio |
BOISE, ID |
139,419139.4k
$5.6m |
$5.6m |
1.66% |
Reduced
-1.3k |
-1,283 |
| 9 |
MILESTONE ASSET MANAGEMENT, LLC
1.02% of their portfolio |
PITTSBURGH, PA |
133,397133.4k
$5.4m |
$5.4m |
1.02% |
Reduced
-12.7k |
-12,690 |
| 10 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
67,22467.2k
$2.7m |
$2.7m |
0.01% |
Reduced
-6.7k |
-6,676 |
| 11 |
Advisory Services Network, LLC
0.04% of their portfolio |
ATLANTA, GA |
66,85266.9k
$2.7m |
$2.7m |
0.04% |
Added
+3.4k |
+3,438 |
| 12 |
CITY HOLDING CO
0.31% of their portfolio |
CHARLESTON, WV |
60,68460.7k
$2.5m |
$2.5m |
0.31% |
Reduced
-150 |
-150 |
| 13 |
Clear Creek Financial Management, LLC
0.19% of their portfolio |
SILVERDALE, WA |
53,23553.2k
$2.2m |
$2.2m |
0.19% |
Reduced
-7.9k |
-7,895 |
| 14 |
Per Stirling Capital Management, LLC.
0.24% of their portfolio |
AUSTIN, TX |
50,10150.1k
$2.0m |
$2.0m |
0.24% |
Reduced
-289 |
-289 |
| 15 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
49,11849.1k
$2.0m |
$2.0m |
0.00% |
Reduced
-169 |
-169 |
| 16 |
Schulz Wealth, LTD.
1.22% of their portfolio |
MANSFIELD, TX |
45,42845.4k
$1.8m |
$1.8m |
1.22% |
Reduced
-150 |
-150 |
| 17 |
INSIGNEO ADVISORY SERVICES, LLC
0.11% of their portfolio |
MIAMI, FL |
40,33740.3k
$1.6m |
$1.6m |
0.11% |
Reduced
-700 |
-700 |
| 18 |
Tanglewood Legacy Advisors, LLC
0.60% of their portfolio |
HOUSTON, TX |
38,44138.4k
$1.6m |
$1.6m |
0.60% |
Reduced
-326 |
-326 |
| 19 |
OLD MISSION CAPITAL LLC
0.05% of their portfolio |
CHICAGO, IL |
36,87736.9k
$1.5m |
$1.5m |
0.05% |
New |
|
| 20 |
Kovack Advisors, Inc.
0.14% of their portfolio |
FT. LAUDERDALE, FL |
36,00036.0k
$1.5m |
$1.5m |
0.14% |
Reduced
-2.0k |
-2,000 |
| 21 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
34,45234.5k
$1.4m |
$1.4m |
0.00% |
Reduced
-20.5k |
-20,463 |
| 22 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
29,25229.3k
$1.2m |
$1.2m |
0.01% |
Reduced
-626 |
-626 |
| 23 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
29,19929.2k
$1.2m |
$1.2m |
0.08% |
Added
+3.5k |
+3,533 |
| 24 |
Keystone Wealth Services, LLC
0.26% of their portfolio |
PALM DESERT, CA |
28,91928.9k
$1.2m |
$1.2m |
0.26% |
Unchanged |
|
| 25 |
Chris Bulman Inc
0.57% of their portfolio |
ROSEVILLE, CA |
28,08428.1k
$1.1m |
$1.1m |
0.57% |
Reduced
-829 |
-829 |
| 26 |
Bullseye Investment Management, LLC
0.57% of their portfolio |
CINCINNATI, OH |
25,85425.9k
$937.3k |
$937.3k |
0.57% |
Unchanged |
|
| 27 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
24,51624.5k
$992.2k |
$992.2k |
0.01% |
Unchanged |
|
| 28 |
Ignite Planners, LLC
0.16% of their portfolio |
SAN CLEMENTE, CA |
23,59223.6k
$954.8k |
$954.8k |
0.16% |
Unchanged |
|
| 29 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
20,90220.9k
$845.9k |
$845.9k |
0.00% |
Reduced
-6 |
-6 |
| 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
19,45419.5k
$787.3k |
$787.3k |
0.00% |
Reduced
-15.0k |
-14,993 |
| 31 |
KINGSWOOD WEALTH ADVISORS, LLC
0.05% of their portfolio |
SAN DIEGO, CA |
18,94518.9k
$766.7k |
$766.7k |
0.05% |
Reduced
-2.0k |
-2,050 |
| 32 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
18,09118.1k
$732.1k |
$732.1k |
0.01% |
Reduced
-47 |
-47 |
| 33 |
Sigma Planning Corp
0.02% of their portfolio |
ANN ARBOR, MI |
17,14817.1k
$694.0k |
$694.0k |
0.02% |
Reduced
-2.1k |
-2,071 |
| 34 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
17,05517.1k
$690.2k |
$690.2k |
0.02% |
Unchanged |
|
| 35 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
16,75316.8k
$678.0k |
$678.0k |
0.00% |
Added
+513 |
+513 |
| 36 |
Geneos Wealth Management Inc.
0.02% of their portfolio |
ENGLEWOOD, CO |
16,25016.2k
$657.6k |
$657.6k |
0.02% |
Unchanged |
|
| 37 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
16,19016.2k
$658.0k |
$658.0k |
0.01% |
Unchanged |
|
| 38 |
Capital Analysts, LLC
0.02% of their portfolio |
FORT WASHINGTON, PA |
16,01016.0k
$648.0k |
$648.0k |
0.02% |
Added
+892 |
+892 |
| 39 |
Beacon Financial Advisory LLC
0.14% of their portfolio |
CLEVELAND, OH |
14,77014.8k
$597.7k |
$597.7k |
0.14% |
Unchanged |
|
| 40 |
Savvy Advisors, Inc.
0.03% of their portfolio |
NEW YORK, NY |
14,24014.2k
$576.3k |
$576.3k |
0.03% |
Reduced
-7.0k |
-7,000 |
| 41 |
AIFG Consultants Ltd.
1.01% of their portfolio |
HALFMOON, NY |
14,12614.1k
$571.7k |
$571.7k |
1.01% |
Reduced
-49 |
-49 |
| 42 |
DHJJ Financial Advisors, Ltd.
0.19% of their portfolio |
NAPERVILLE, IL |
13,49613.5k
$546.2k |
$546.2k |
0.19% |
Unchanged |
|
| 43 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
13,48113.5k
$545.6k |
$545.6k |
0.00% |
Reduced
-1.4k |
-1,446 |
| 44 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
13,32513.3k
$539.3k |
$539.3k |
0.04% |
Added
+6.2k |
+6,157 |
| 45 |
Diligent Investors, LLC
0.13% of their portfolio |
REDLANDS, CA |
13,09013.1k
$529.8k |
$529.8k |
0.13% |
Reduced
-5 |
-5 |
| 46 |
Arete Wealth Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
13,00013.0k
$526.0k |
$526.0k |
0.03% |
Unchanged |
|
| 47 |
Financial Network Wealth Advisors LLC
0.57% of their portfolio |
MURRAY, UT |
12,89512.9k
$521.9k |
$521.9k |
0.57% |
Reduced
-2.7k |
-2,698 |
| 48 |
Sequent Planning LLC
0.15% of their portfolio |
OMAHA, NE |
12,75312.8k
$516.1k |
$516.1k |
0.15% |
Added
+2.4k |
+2,403 |
| 49 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
12,56012.6k
$508.3k |
$508.3k |
0.00% |
Reduced
-1.4k |
-1,400 |
| 50 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
12,43112.4k
$479.4k |
$479.4k |
0.00% |
Added
+5.6k |
+5,614 |
| 51 |
BRASS TAX WEALTH MANAGEMENT, INC
0.08% of their portfolio |
CINCINNATI, OH |
12,17412.2k
$492.7k |
$492.7k |
0.08% |
Unchanged |
|
| 52 |
IMC-Chicago, LLC
0.01% of their portfolio |
CHICAGO, IL |
11,56311.6k
$468.0k |
$468.0k |
0.01% |
New |
|
| 53 |
Stonebridge Financial Group, LLC
0.04% of their portfolio |
Wormleysburg, PA |
11,54811.5k
$467.3k |
$467.3k |
0.04% |
Unchanged |
|
| 54 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
10,88010.9k
$440.3k |
$440.3k |
0.01% |
Reduced
-90 |
-90 |
| 55 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
10,55210.6k
$427.0k |
$427.0k |
0.01% |
Unchanged |
|
| 56 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
10,15610.2k
$411.9k |
$411.9k |
0.01% |
Added
+465 |
+465 |
| 57 |
UPTICK PARTNERS, LLC
0.10% of their portfolio |
NACOGDOCHES, TX |
9,2419.2k
$374.0k |
$374.0k |
0.10% |
Reduced
-319 |
-319 |
| 58 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
9,1829.2k
$372.0k |
$372.0k |
0.00% |
Unchanged |
|
| 59 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
9,0869.1k
$368.0k |
$368.0k |
0.02% |
Unchanged |
|
| 60 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
8,4408.4k
$341.6k |
$341.6k |
0.00% |
New |
|
| 61 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,4148.4k
$340.5k |
$340.5k |
0.01% |
Added
+344 |
+344 |
| 62 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
8,3658.4k
$339.0k |
$339.0k |
0.00% |
Unchanged |
|
| 63 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
8,0768.1k
$326.8k |
$326.8k |
0.01% |
Unchanged |
|
| 64 |
Cambridge Advisors Inc.
0.06% of their portfolio |
OMAHA, NE |
7,2807.3k
$294.6k |
$294.6k |
0.06% |
Reduced
-575 |
-575 |
| 65 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
7,2007.2k
$291.4k |
$291.4k |
0.00% |
Unchanged |
|
| 66 |
Nvest Financial, LLC
0.17% of their portfolio |
PORTSMOUTH, NH |
7,1927.2k
$291.1k |
$291.1k |
0.17% |
Reduced
-1.4k |
-1,380 |
| 67 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
7,0817.1k
$286.6k |
$286.6k |
0.00% |
Reduced
-2.1k |
-2,068 |
| 68 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.09% of their portfolio |
WATERLOO, IA |
7,0737.1k
$286.2k |
$286.2k |
0.09% |
Unchanged |
|
| 69 |
Madrona Financial Services, LLC
0.06% of their portfolio |
EVERETT, WA |
6,9817.0k
$282.5k |
$282.5k |
0.06% |
Unchanged |
|
| 70 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,8706.9k
$278.0k |
$278.0k |
0.02% |
Unchanged |
|
| 71 |
Integrity Financial Corp /WA
0.13% of their portfolio |
JACKSON, WY |
6,8226.8k
$276.1k |
$276.1k |
0.13% |
Unchanged |
|
| 72 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
6,7766.8k
$274.8k |
$274.8k |
0.00% |
Reduced
-1.0k |
-1,020 |
| 73 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
6,6656.7k
$269.7k |
$269.7k |
0.01% |
Added
+504 |
+504 |
| 74 |
Consolidated Portfolio Review Corp
0.03% of their portfolio |
WOODBURY, NY |
6,6486.6k
$269.0k |
$269.0k |
0.03% |
Unchanged |
|
| 75 |
Clear Point Advisors Inc.
0.21% of their portfolio |
MELVILLE, NY |
6,5226.5k
$263.9k |
$263.9k |
0.21% |
Unchanged |
|
| 76 |
Comprehensive Financial Consultants Institutional, Inc.
0.08% of their portfolio |
Bloomington, IN |
6,4566.5k
$261.3k |
$261.3k |
0.08% |
Unchanged |
|
| 77 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,8605.9k
$237.2k |
$237.2k |
0.00% |
Unchanged |
|
| 78 |
Armstrong, Fleming & Moore, Inc
0.11% of their portfolio |
WASHINGTON, DC |
5,8405.8k
$236.3k |
$236.3k |
0.11% |
Unchanged |
|
| 79 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
5,7255.7k
$231.7k |
$231.7k |
0.00% |
New |
|
| 80 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
5,6805.7k
$229.9k |
$229.9k |
0.00% |
Reduced
-931 |
-931 |
| 81 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
5,5935.6k
$226.3k |
$226.3k |
0.01% |
Reduced
-130 |
-130 |
| 82 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
5,3505.3k
$216.5k |
$216.5k |
0.01% |
Reduced
-750 |
-750 |
| 83 |
Avantra Family Wealth, Inc.
0.16% of their portfolio |
MECHANICSBURG, PA |
5,3365.3k
$215.9k |
$215.9k |
0.16% |
Reduced
-122.2k |
-122,244 |
| 84 |
Ashton Thomas Private Wealth, LLC
0.01% of their portfolio |
SCOTTSDALE, AZ |
5,1335.1k
$207.7k |
$207.7k |
0.01% |
Unchanged |
|
| 85 |
EVOLUTION WEALTH MANAGEMENT INC.
0.21% of their portfolio |
FORT MYERS, FL |
5,1075.1k
$206.7k |
$206.7k |
0.21% |
Unchanged |
|
| 86 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,9685.0k
$201.1k |
$201.1k |
0.00% |
Added
+4.5k |
+4,471 |
| 87 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
3,1503.1k
$127.0k |
$127.0k |
0.00% |
New |
|
| 88 |
Anfield Capital Management, LLC
0.04% of their portfolio |
IRVINE, CA |
2,9432.9k
$119.1k |
$119.1k |
0.04% |
Added
+862 |
+862 |
| 89 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
2,6852.7k
$108.7k |
$108.7k |
0.00% |
Unchanged |
|
| 90 |
Archer Investment Corp
0.02% of their portfolio |
Carmel, IN |
2,2062.2k
$89.3k |
$89.3k |
0.02% |
Reduced
-12.1k |
-12,140 |
| 91 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
2,0002.0k
$80.9k |
$80.9k |
0.00% |
Unchanged |
|
| 92 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
728728
$29.4k |
$29.4k |
0.00% |
Reduced
-98 |
-98 |
| 93 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
700700
$28.3k |
$28.3k |
0.00% |
Added
+350 |
+350 |
| 94 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
646646
$26.1k |
$26.1k |
0.00% |
New |
|
| 95 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
5757
$2.3k |
$2.3k |
0.00% |
Reduced
-985 |
-985 |
| 96 |
HAZLETT, BURT & WATSON, INC.
0.00% of their portfolio |
WHEELING, WV |
3737
$2.0k |
$2.0k |
0.00% |
Reduced
-177 |
-177 |
| 97 |
Noble Wealth Management PBC
0.00% of their portfolio |
GREENWOOD VILLAGE, CO |
2020
$809 |
$809 |
0.00% |
First filing |
|