| 1 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
299,757299.8k
$12.4m |
$12.4m |
0.00% |
Reduced
-15.7k |
-15,662 |
| 2 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
275,231275.2k
$11.4m |
$11.4m |
0.02% |
Reduced
-14.0k |
-14,003 |
| 3 |
Americana Partners, LLC
0.31% of their portfolio |
Houston, TX |
271,134271.1k
$11.2m |
$11.2m |
0.31% |
Reduced
-18.3k |
-18,344 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
263,448263.4k
$10.9m |
$10.9m |
0.01% |
Reduced
-27.7k |
-27,725 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
217,842217.8k
$9.0m |
$9.0m |
0.01% |
Reduced
-41.1k |
-41,093 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
187,381187.4k
$7.7m |
$7.7m |
0.00% |
Added
+14.8k |
+14,847 |
| 7 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
174,886174.9k
$7.2m |
$7.2m |
0.03% |
Added
+17.4k |
+17,351 |
| 8 |
Wood Tarver Financial Group, LLC
1.60% of their portfolio |
BOISE, ID |
137,784137.8k
$5.7m |
$5.7m |
1.60% |
Reduced
-1.6k |
-1,635 |
| 9 |
MILESTONE ASSET MANAGEMENT, LLC
1.06% of their portfolio |
PITTSBURGH, PA |
136,619136.6k
$5.6m |
$5.6m |
1.06% |
Added
+3.2k |
+3,222 |
| 10 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
64,17164.2k
$2.6m |
$2.6m |
0.01% |
Reduced
-3.1k |
-3,053 |
| 11 |
TopTier Wealth Management, LLC
1.67% of their portfolio |
MUSKEGO, WI |
59,71059.7k
$2.5m |
$2.5m |
1.67% |
First filing |
|
| 12 |
Clear Creek Financial Management, LLC
0.18% of their portfolio |
SILVERDALE, WA |
52,96053.0k
$2.2m |
$2.2m |
0.18% |
Reduced
-275 |
-275 |
| 13 |
CITY HOLDING CO
0.26% of their portfolio |
CHARLESTON, WV |
50,48450.5k
$2.1m |
$2.1m |
0.26% |
Reduced
-10.2k |
-10,200 |
| 14 |
Per Stirling Capital Management, LLC.
0.23% of their portfolio |
AUSTIN, TX |
49,43649.4k
$2.0m |
$2.0m |
0.23% |
Reduced
-665 |
-665 |
| 15 |
Schulz Wealth, LTD.
1.16% of their portfolio |
MANSFIELD, TX |
43,93143.9k
$1.8m |
$1.8m |
1.16% |
Reduced
-1.5k |
-1,497 |
| 16 |
Kovack Advisors, Inc.
0.08% of their portfolio |
FT. LAUDERDALE, FL |
42,48842.5k
$1.8m |
$1.8m |
0.08% |
Added
+6.5k |
+6,488 |
| 17 |
INSIGNEO ADVISORY SERVICES, LLC
0.12% of their portfolio |
MIAMI, FL |
40,03740.0k
$1.7m |
$1.7m |
0.12% |
Reduced
-300 |
-300 |
| 18 |
Tanglewood Legacy Advisors, LLC
0.60% of their portfolio |
HOUSTON, TX |
38,44138.4k
$1.6m |
$1.6m |
0.60% |
Unchanged |
|
| 19 |
Ballast Rock Private Wealth LLC
0.92% of their portfolio |
CHARLESTON, SC |
35,73935.7k
$1.5m |
$1.5m |
0.92% |
First filing |
|
| 20 |
Savvy Advisors, Inc.
0.05% of their portfolio |
NEW YORK, NY |
34,49834.5k
$1.4m |
$1.4m |
0.05% |
Added
+20.3k |
+20,258 |
| 21 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
32,65732.7k
$1.3m |
$1.3m |
0.08% |
Added
+3.5k |
+3,458 |
| 22 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
30,72830.7k
$1.3m |
$1.3m |
0.00% |
Reduced
-3.7k |
-3,724 |
| 23 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
29,04229.0k
$1.2m |
$1.2m |
0.01% |
Reduced
-210 |
-210 |
| 24 |
Chris Bulman Inc
0.52% of their portfolio |
ROSEVILLE, CA |
28,46128.5k
$1.2m |
$1.2m |
0.52% |
Added
+377 |
+377 |
| 25 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
25,30925.3k
$1.0m |
$1.0m |
0.00% |
Reduced
-23.8k |
-23,809 |
| 26 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
24,51624.5k
$1.0m |
$1.0m |
0.01% |
Unchanged |
|
| 27 |
Ignite Planners, LLC
0.15% of their portfolio |
SAN CLEMENTE, CA |
23,59223.6k
$980.0k |
$980.0k |
0.15% |
Unchanged |
|
| 28 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
20,97021.0k
$865.9k |
$865.9k |
0.00% |
Added
+68 |
+68 |
| 29 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
20,64120.6k
$852.3k |
$852.3k |
0.03% |
Reduced
-16.2k |
-16,236 |
| 30 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
18,10818.1k
$747.7k |
$747.7k |
0.01% |
Added
+17 |
+17 |
| 31 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
17,15217.2k
$708.3k |
$708.3k |
0.00% |
Added
+399 |
+399 |
| 32 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
17,05517.1k
$704.3k |
$704.3k |
0.01% |
Unchanged |
|
| 33 |
KINGSWOOD WEALTH ADVISORS, LLC
0.03% of their portfolio |
SAN DIEGO, CA |
16,58116.6k
$684.7k |
$684.7k |
0.03% |
Reduced
-2.4k |
-2,364 |
| 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
16,26216.3k
$671.5k |
$671.5k |
0.00% |
Reduced
-3.2k |
-3,192 |
| 35 |
Geneos Wealth Management Inc.
0.02% of their portfolio |
ENGLEWOOD, CO |
16,25016.2k
$671.0k |
$671.0k |
0.02% |
Unchanged |
|
| 36 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
16,19016.2k
$668.5k |
$668.5k |
0.01% |
Unchanged |
|
| 37 |
Capital Analysts, LLC
0.02% of their portfolio |
FORT WASHINGTON, PA |
15,80515.8k
$653.0k |
$653.0k |
0.02% |
Reduced
-205 |
-205 |
| 38 |
Beacon Financial Advisory LLC
0.14% of their portfolio |
CLEVELAND, OH |
14,77014.8k
$609.9k |
$609.9k |
0.14% |
Unchanged |
|
| 39 |
DHJJ Financial Advisors, Ltd.
0.19% of their portfolio |
NAPERVILLE, IL |
13,49613.5k
$557.3k |
$557.3k |
0.19% |
Unchanged |
|
| 40 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
13,48313.5k
$556.8k |
$556.8k |
0.00% |
Added
+2 |
+2 |
| 41 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
13,32513.3k
$550.2k |
$550.2k |
0.04% |
Unchanged |
|
| 42 |
Diligent Investors, LLC
0.13% of their portfolio |
REDLANDS, CA |
13,09013.1k
$540.5k |
$540.5k |
0.13% |
Unchanged |
|
| 43 |
Arete Wealth Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
13,00013.0k
$537.2k |
$537.2k |
0.04% |
Unchanged |
|
| 44 |
AIFG Consultants Ltd.
0.90% of their portfolio |
HALFMOON, NY |
12,70312.7k
$524.5k |
$524.5k |
0.90% |
Reduced
-1.4k |
-1,423 |
| 45 |
Financial Network Wealth Advisors LLC
0.54% of their portfolio |
MURRAY, UT |
12,64212.6k
$522.0k |
$522.0k |
0.54% |
Reduced
-253 |
-253 |
| 46 |
Sequent Planning LLC
0.13% of their portfolio |
OMAHA, NE |
12,55612.6k
$518.5k |
$518.5k |
0.13% |
Reduced
-197 |
-197 |
| 47 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
12,17412.2k
$502.7k |
$502.7k |
0.00% |
New |
|
| 48 |
M Holdings Securities, Inc.
0.04% of their portfolio |
PORTLAND, OR |
12,00012.0k
$496.0k |
$496.0k |
0.04% |
New |
|
| 49 |
MBL Wealth, LLC
0.04% of their portfolio |
CHARLOTTE, NC |
12,00012.0k
$495.5k |
$495.5k |
0.04% |
New |
|
| 50 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
11,58611.6k
$478.4k |
$478.4k |
0.02% |
Added
+3.2k |
+3,172 |
| 51 |
Stonebridge Financial Group, LLC
0.04% of their portfolio |
Wormleysburg, PA |
11,49811.5k
$474.8k |
$474.8k |
0.04% |
Reduced
-50 |
-50 |
| 52 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
11,14011.1k
$460.0k |
$460.0k |
0.00% |
Reduced
-1.4k |
-1,420 |
| 53 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
10,80010.8k
$446.0k |
$446.0k |
0.01% |
Reduced
-80 |
-80 |
| 54 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
10,15610.2k
$420.2k |
$420.2k |
0.01% |
Unchanged |
|
| 55 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
9,6799.7k
$399.7k |
$399.7k |
0.01% |
Reduced
-873 |
-873 |
| 56 |
Foguth Wealth Management, LLC.
0.06% of their portfolio |
BRIGHTON, MI |
9,2859.3k
$383.5k |
$383.5k |
0.06% |
First filing |
|
| 57 |
UPTICK PARTNERS, LLC
0.08% of their portfolio |
NACOGDOCHES, TX |
9,2419.2k
$381.6k |
$381.6k |
0.08% |
Unchanged |
|
| 58 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
9,0869.1k
$375.0k |
$375.0k |
0.02% |
Unchanged |
|
| 59 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
8,3658.4k
$345.0k |
$345.0k |
0.00% |
Unchanged |
|
| 60 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
8,0768.1k
$333.5k |
$333.5k |
0.01% |
Unchanged |
|
| 61 |
Nvest Financial, LLC
0.13% of their portfolio |
PORTSMOUTH, NH |
7,6077.6k
$314.1k |
$314.1k |
0.13% |
Added
+415 |
+415 |
| 62 |
SILVER OAK SECURITIES, INCORPORATED
0.02% of their portfolio |
JACKSON, TN |
7,3497.3k
$303.9k |
$303.9k |
0.02% |
New |
|
| 63 |
Cambridge Advisors Inc.
0.06% of their portfolio |
OMAHA, NE |
7,2807.3k
$300.6k |
$300.6k |
0.06% |
Unchanged |
|
| 64 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
7,2007.2k
$297.3k |
$297.3k |
0.00% |
Unchanged |
|
| 65 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.09% of their portfolio |
WATERLOO, IA |
7,0737.1k
$292.1k |
$292.1k |
0.09% |
Unchanged |
|
| 66 |
Madrona Financial Services, LLC
0.06% of their portfolio |
EVERETT, WA |
6,9817.0k
$288.3k |
$288.3k |
0.06% |
Unchanged |
|
| 67 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
6,9146.9k
$285.5k |
$285.5k |
0.00% |
Reduced
-167 |
-167 |
| 68 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,8706.9k
$283.7k |
$283.7k |
0.02% |
Unchanged |
|
| 69 |
Keating Financial Advisory Services, Inc.
0.04% of their portfolio |
MANHATTAN, KS |
6,8286.8k
$281.9k |
$281.9k |
0.04% |
First filing |
|
| 70 |
Integrity Financial Corp /WA
0.14% of their portfolio |
JACKSON, WY |
6,8226.8k
$281.7k |
$281.7k |
0.14% |
Unchanged |
|
| 71 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
6,8176.8k
$281.5k |
$281.5k |
0.00% |
Reduced
-5.6k |
-5,614 |
| 72 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
6,6656.7k
$275.2k |
$275.2k |
0.01% |
Unchanged |
|
| 73 |
Clear Point Advisors Inc.
0.21% of their portfolio |
MELVILLE, NY |
6,5226.5k
$269.3k |
$269.3k |
0.21% |
Unchanged |
|
| 74 |
Comprehensive Financial Consultants Institutional, Inc.
0.08% of their portfolio |
Bloomington, IN |
6,4566.5k
$266.6k |
$266.6k |
0.08% |
Unchanged |
|
| 75 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,8605.9k
$242.0k |
$242.0k |
0.00% |
Unchanged |
|
| 76 |
Ashton Thomas Private Wealth, LLC
0.01% of their portfolio |
SCOTTSDALE, AZ |
5,8605.9k
$242.0k |
$242.0k |
0.01% |
Added
+727 |
+727 |
| 77 |
Armstrong, Fleming & Moore, Inc
0.11% of their portfolio |
WASHINGTON, DC |
5,8405.8k
$241.2k |
$241.2k |
0.11% |
Unchanged |
|
| 78 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
5,7255.7k
$236.4k |
$236.4k |
0.00% |
Unchanged |
|
| 79 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
5,3615.4k
$221.4k |
$221.4k |
0.00% |
Reduced
-61.5k |
-61,491 |
| 80 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
5,3505.3k
$220.9k |
$220.9k |
0.01% |
Unchanged |
|
| 81 |
Avantra Family Wealth, Inc.
0.16% of their portfolio |
MECHANICSBURG, PA |
5,3365.3k
$220.3k |
$220.3k |
0.16% |
Unchanged |
|
| 82 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,8484.8k
$200.2k |
$200.2k |
0.00% |
Reduced
-120 |
-120 |
| 83 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
4,6644.7k
$194.0k |
$194.0k |
0.00% |
Reduced
-2.1k |
-2,112 |
| 84 |
HAZLETT, BURT & WATSON, INC.
0.04% of their portfolio |
WHEELING, WV |
2,7882.8k
$115.0k |
$115.0k |
0.04% |
Added
+2.8k |
+2,751 |
| 85 |
Anfield Capital Management, LLC
0.04% of their portfolio |
IRVINE, CA |
2,7182.7k
$112.2k |
$112.2k |
0.04% |
Reduced
-225 |
-225 |
| 86 |
Archer Investment Corp
0.02% of their portfolio |
Carmel, IN |
2,2062.2k
$91.1k |
$91.1k |
0.02% |
Unchanged |
|
| 87 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
2,1802.2k
$90.0k |
$90.0k |
0.00% |
Reduced
-3.4k |
-3,413 |
| 88 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
2,0002.0k
$82.6k |
$82.6k |
0.00% |
Unchanged |
|
| 89 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
1,0321.0k
$42.6k |
$42.6k |
0.00% |
Added
+386 |
+386 |
| 90 |
Lloyd Advisory Services, LLC.
0.02% of their portfolio |
SUWANEE, GA |
1,0031.0k
$41.4k |
$41.4k |
0.02% |
New |
|
| 91 |
FIRST HORIZON CORP
0.00% of their portfolio |
MEMPHIS, TN |
750750
$31.0k |
$31.0k |
0.00% |
New |
|
| 92 |
CX Institutional
0.00% of their portfolio |
AUBURN, IN |
660660
$27.0k |
$27.0k |
0.00% |
New |
|
| 93 |
EVOLUTION WEALTH MANAGEMENT INC.
0.02% of their portfolio |
FORT MYERS, FL |
552552
$22.8k |
$22.8k |
0.02% |
Reduced
-4.6k |
-4,555 |
| 94 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
372372
$15.4k |
$15.4k |
0.00% |
New |
|
| 95 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
370370
$15.3k |
$15.3k |
0.00% |
Reduced
-358 |
-358 |
| 96 |
Signature Equity Partners, LLC
0.01% of their portfolio |
COLUMBUS, OH |
355355
$14.7k |
$14.7k |
0.01% |
First filing |
|
| 97 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
270270
$11.1k |
$11.1k |
0.00% |
Added
+213 |
+213 |
| 98 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
229229
$9.0k |
$9.0k |
0.00% |
Reduced
-2.9k |
-2,921 |
| 99 |
Pinnacle Wealth Planning Services, Inc.
0.00% of their portfolio |
MANSFIELD, OH |
120120
$5.0k |
$5.0k |
0.00% |
New |
|
| 100 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
6464
$2.6k |
$2.6k |
0.00% |
New |
|