| 1 |
AE Wealth Management LLC
0.17% of their portfolio |
TOPEKA, KS |
858,817858.8k
$37.0m |
$37.0m |
0.17% |
Added
+856.3k |
+856,269 |
| 2 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
539,131539.1k
$23.2m |
$23.2m |
0.02% |
Added
+317.5k |
+317,524 |
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
514,026514.0k
$22.1m |
$22.1m |
0.01% |
Added
+477.6k |
+477,587 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
477,684477.7k
$20.6m |
$20.6m |
0.01% |
Added
+235.2k |
+235,229 |
| 5 |
Ausdal Financial Partners, Inc.
0.59% of their portfolio |
Davenport, IA |
349,265349.3k
$15.0m |
$15.0m |
0.59% |
New |
|
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
342,347342.3k
$14.7m |
$14.7m |
0.00% |
Added
+157.6k |
+157,553 |
| 7 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
284,401284.4k
$12.2m |
$12.2m |
0.01% |
Added
+63.2k |
+63,200 |
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
194,202194.2k
$8.4m |
$8.4m |
0.01% |
Added
+10.3k |
+10,293 |
| 9 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
178,201178.2k
$7.7m |
$7.7m |
0.02% |
Reduced
-22.9k |
-22,899 |
| 10 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
177,069177.1k
$7.6m |
$7.6m |
0.08% |
New |
|
| 11 |
POM Investment Strategies, LLC
8.17% of their portfolio |
RALEIGH, NC |
167,477167.5k
$7.2m |
$7.2m |
8.17% |
New |
|
| 12 |
MILESTONE ASSET MANAGEMENT, LLC
1.01% of their portfolio |
PITTSBURGH, PA |
149,502149.5k
$6.4m |
$6.4m |
1.01% |
Added
+5.3k |
+5,322 |
| 13 |
Wood Tarver Financial Group, LLC
1.22% of their portfolio |
BOISE, ID |
119,857119.9k
$5.2m |
$5.2m |
1.22% |
Reduced
-14.6k |
-14,627 |
| 14 |
Wellment Financial
5.83% of their portfolio |
ELMHURST, IL |
118,782118.8k
$5.1m |
$5.1m |
5.83% |
New |
|
| 15 |
CreativeOne Wealth, LLC
0.10% of their portfolio |
OVERLAND PARK, KS |
102,896102.9k
$4.4m |
$4.4m |
0.10% |
New |
|
| 16 |
BAM Wealth Management, LLC
2.71% of their portfolio |
LAKEWOOD, CO |
100,561100.6k
$4.3m |
$4.3m |
2.71% |
New |
|
| 17 |
Archer Investment Corp
0.40% of their portfolio |
Carmel, IN |
95,34695.3k
$4.1m |
$4.1m |
0.40% |
Added
+93.1k |
+93,140 |
| 18 |
Outlook Wealth Advisors, LLC
0.83% of their portfolio |
SHENANDOAH, TX |
89,51089.5k
$3.9m |
$3.9m |
0.83% |
New |
|
| 19 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
80,91480.9k
$3.5m |
$3.5m |
0.00% |
Added
+18.7k |
+18,681 |
| 20 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
78,64078.6k
$3.4m |
$3.4m |
0.00% |
New |
|
| 21 |
TopTier Wealth Management, LLC
1.55% of their portfolio |
MUSKEGO, WI |
59,68059.7k
$2.6m |
$2.6m |
1.55% |
Reduced
-30 |
-30 |
| 22 |
Lloyd Advisory Services, LLC.
0.90% of their portfolio |
SUWANEE, GA |
53,80153.8k
$2.3m |
$2.3m |
0.90% |
New |
|
| 23 |
Networth Advisors, LLC
1.26% of their portfolio |
CANONSBURG, PA |
50,45650.5k
$2.2m |
$2.2m |
1.26% |
New |
|
| 24 |
Schulz Wealth, LTD.
1.10% of their portfolio |
MANSFIELD, TX |
49,65349.7k
$2.1m |
$2.1m |
1.10% |
First filing |
|
| 25 |
CITY HOLDING CO
0.24% of their portfolio |
CHARLESTON, WV |
49,18449.2k
$2.1m |
$2.1m |
0.24% |
Reduced
-1.3k |
-1,300 |
| 26 |
Integrated Wealth Management
2.13% of their portfolio |
UNIONTOWN, OH |
46,88146.9k
$2.0m |
$2.0m |
2.13% |
New |
|
| 27 |
Tanglewood Legacy Advisors, LLC
0.62% of their portfolio |
HOUSTON, TX |
44,84144.8k
$1.9m |
$1.9m |
0.62% |
Added
+6.4k |
+6,400 |
| 28 |
Kovack Advisors, Inc.
0.09% of their portfolio |
FT. LAUDERDALE, FL |
42,62042.6k
$1.8m |
$1.8m |
0.09% |
Added
+275 |
+275 |
| 29 |
Per Stirling Capital Management, LLC.
0.17% of their portfolio |
AUSTIN, TX |
41,02841.0k
$1.8m |
$1.8m |
0.17% |
Added
+1.8k |
+1,754 |
| 30 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
40,17740.2k
$1.7m |
$1.7m |
0.09% |
Added
+2.3k |
+2,335 |
| 31 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
38,75238.8k
$1.7m |
$1.7m |
0.02% |
Added
+9.0k |
+8,997 |
| 32 |
INSIGNEO ADVISORY SERVICES, LLC
0.06% of their portfolio |
MIAMI, FL |
38,45138.5k
$1.7m |
$1.7m |
0.06% |
Added
+164 |
+164 |
| 33 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
38,01638.0k
$1.6m |
$1.6m |
0.01% |
Added
+31.1k |
+31,110 |
| 34 |
NEW WAVE WEALTH ADVISORS LLC
0.22% of their portfolio |
SPRINGDALE, AR |
37,24837.2k
$1.6m |
$1.6m |
0.22% |
New |
|
| 35 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
37,12537.1k
$1.6m |
$1.6m |
0.00% |
Added
+25.3k |
+25,346 |
| 36 |
Ballast Rock Private Wealth LLC
0.71% of their portfolio |
CHARLESTON, SC |
35,73935.7k
$1.5m |
$1.5m |
0.71% |
Unchanged |
|
| 37 |
FSA Advisors, Inc.
0.66% of their portfolio |
TROY, MI |
33,60133.6k
$1.4m |
$1.4m |
0.66% |
New |
|
| 38 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
33,15233.2k
$1.4m |
$1.4m |
0.02% |
Added
+25.2k |
+25,247 |
| 39 |
Sowell Financial Services LLC
0.05% of their portfolio |
NORTH LITTLE ROCK, AR |
32,00032.0k
$1.4m |
$1.4m |
0.05% |
New |
|
| 40 |
TOUNJIAN ADVISORY PARTNERS, LLC
0.58% of their portfolio |
FORT MYERS, FL |
31,70831.7k
$1.4m |
$1.4m |
0.58% |
New |
|
| 41 |
Gallagher Fiduciary Advisors, LLC
0.04% of their portfolio |
ROLLING MEADOWS, IL |
31,36431.4k
$1.3m |
$1.3m |
0.04% |
Added
+23.3k |
+23,288 |
| 42 |
Chris Bulman Inc
0.47% of their portfolio |
ROSEVILLE, CA |
29,91029.9k
$1.3m |
$1.3m |
0.47% |
Added
+83 |
+83 |
| 43 |
Clear Creek Financial Management, LLC
0.08% of their portfolio |
SILVERDALE, WA |
27,52427.5k
$1.2m |
$1.2m |
0.08% |
Added
+10.1k |
+10,053 |
| 44 |
VestGen Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
26,13426.1k
$1.1m |
$1.1m |
0.03% |
New |
|
| 45 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
25,98126.0k
$1.1m |
$1.1m |
0.00% |
Added
+2.6k |
+2,602 |
| 46 |
Savvy Advisors, Inc.
0.02% of their portfolio |
NEW YORK, NY |
25,25925.3k
$1.1m |
$1.1m |
0.02% |
Reduced
-4.9k |
-4,866 |
| 47 |
Keystone Wealth Services, LLC
0.20% of their portfolio |
PALM DESERT, CA |
24,74524.7k
$1.1m |
$1.1m |
0.20% |
Reduced
-1.3k |
-1,286 |
| 48 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
24,51624.5k
$1.1m |
$1.1m |
0.01% |
Unchanged |
|
| 49 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
24,27224.3k
$1.0m |
$1.0m |
0.01% |
Added
+18.4k |
+18,412 |
| 50 |
VestGen Investment Management
0.53% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
23,11323.1k
$994.8k |
$994.8k |
0.53% |
New |
|
| 51 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
21,95522.0k
$944.9k |
$944.9k |
0.02% |
Added
+7.2k |
+7,223 |
| 52 |
Geneos Wealth Management Inc.
0.02% of their portfolio |
ENGLEWOOD, CO |
21,50021.5k
$925.4k |
$925.4k |
0.02% |
Added
+6.0k |
+6,000 |
| 53 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
20,46120.5k
$880.6k |
$880.6k |
0.01% |
Added
+7.3k |
+7,347 |
| 54 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
20,32120.3k
$874.6k |
$874.6k |
0.01% |
Added
+3.3k |
+3,266 |
| 55 |
Ignite Planners, LLC
0.12% of their portfolio |
SAN CLEMENTE, CA |
19,67019.7k
$846.6k |
$846.6k |
0.12% |
Added
+4.0k |
+3,960 |
| 56 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
18,39918.4k
$271.0k |
$271.0k |
0.00% |
Added
+4.7k |
+4,689 |
| 57 |
Strategic Blueprint, LLC
0.04% of their portfolio |
ATLANTA, GA |
17,55717.6k
$755.7k |
$755.7k |
0.04% |
New |
|
| 58 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
17,55217.6k
$755.4k |
$755.4k |
0.00% |
Added
+419 |
+419 |
| 59 |
Signal Advisors Wealth, LLC
0.04% of their portfolio |
DETROIT, MI |
17,40417.4k
$749.1k |
$749.1k |
0.04% |
New |
|
| 60 |
Blackston Financial Advisory Group, LLC
0.42% of their portfolio |
THE VILLAGES, FL |
17,28317.3k
$743.9k |
$743.9k |
0.42% |
New |
|
| 61 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
17,10417.1k
$736.2k |
$736.2k |
0.00% |
Added
+7.0k |
+6,964 |
| 62 |
Diligent Investors, LLC
0.16% of their portfolio |
REDLANDS, CA |
17,01517.0k
$732.3k |
$732.3k |
0.16% |
Added
+4.0k |
+4,000 |
| 63 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
16,95817.0k
$729.9k |
$729.9k |
0.01% |
First filing |
|
| 64 |
SMART Wealth LLC
0.14% of their portfolio |
Omaha, NE |
15,52915.5k
$668.4k |
$668.4k |
0.14% |
New |
|
| 65 |
Diversify Advisory Services, LLC
0.01% of their portfolio |
SANDY, UT |
15,00015.0k
$644.0k |
$644.0k |
0.01% |
New |
|
| 66 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
SANDY, UT |
15,00015.0k
$644.0k |
$644.0k |
0.01% |
New |
|
| 67 |
DHJJ Financial Advisors, Ltd.
0.18% of their portfolio |
NAPERVILLE, IL |
14,81214.8k
$637.5k |
$637.5k |
0.18% |
Added
+1.6k |
+1,579 |
| 68 |
Beacon Financial Advisory LLC
0.13% of their portfolio |
CLEVELAND, OH |
14,77014.8k
$635.7k |
$635.7k |
0.13% |
Unchanged |
|
| 69 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
14,64114.6k
$630.0k |
$630.0k |
0.00% |
Added
+1.2k |
+1,170 |
| 70 |
LANGLEY WEALTH MANAGEMENT, LLC
0.60% of their portfolio |
CORINTH, MS |
14,18914.2k
$610.7k |
$610.7k |
0.60% |
First filing |
|
| 71 |
UPTICK PARTNERS, LLC
0.09% of their portfolio |
NACOGDOCHES, TX |
14,06014.1k
$605.1k |
$605.1k |
0.09% |
Added
+4.8k |
+4,819 |
| 72 |
KINTRA WEALTH, LLC
0.03% of their portfolio |
WILLIAMSPORT, PA |
13,75613.8k
$605.7k |
$605.7k |
0.03% |
Added
+691 |
+691 |
| 73 |
Capital Analysts, LLC
0.01% of their portfolio |
FORT WASHINGTON, PA |
13,65613.7k
$588.0k |
$588.0k |
0.01% |
Reduced
-722 |
-722 |
| 74 |
Arete Wealth Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
13,00013.0k
$559.5k |
$559.5k |
0.04% |
Unchanged |
|
| 75 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
12,93212.9k
$557.0k |
$557.0k |
0.00% |
Added
+4.2k |
+4,244 |
| 76 |
Madrona Financial Services, LLC
0.10% of their portfolio |
EVERETT, WA |
12,84012.8k
$552.6k |
$552.6k |
0.10% |
New |
|
| 77 |
Financial Network Wealth Advisors LLC
0.54% of their portfolio |
MURRAY, UT |
12,30812.3k
$529.7k |
$529.7k |
0.54% |
Reduced
-334 |
-334 |
| 78 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
12,18412.2k
$526.6k |
$526.6k |
0.01% |
Added
+3.0k |
+3,048 |
| 79 |
M Holdings Securities, Inc.
0.07% of their portfolio |
PORTLAND, OR |
12,00012.0k
$514.0k |
$514.0k |
0.07% |
Unchanged |
|
| 80 |
MBL Wealth, LLC
0.04% of their portfolio |
CHARLOTTE, NC |
12,00012.0k
$516.5k |
$516.5k |
0.04% |
Unchanged |
|
| 81 |
Csenge Advisory Group
0.02% of their portfolio |
CLEARWATER, FL |
11,49211.5k
$494.6k |
$494.6k |
0.02% |
New |
|
| 82 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
11,44511.4k
$492.6k |
$492.6k |
0.00% |
Reduced
-11.3k |
-11,282 |
| 83 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
11,20411.2k
$482.2k |
$482.2k |
0.00% |
Added
+4.2k |
+4,198 |
| 84 |
Vestmark Advisory Solutions, Inc.
0.00% of their portfolio |
Wakefield, MA |
11,18311.2k
$481.3k |
$481.3k |
0.00% |
New |
|
| 85 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.01% of their portfolio |
DENVER, CO |
11,18311.2k
$481.3k |
$481.3k |
0.01% |
New |
|
| 86 |
Stonebridge Financial Group, LLC
0.04% of their portfolio |
Wormleysburg, PA |
10,96311.0k
$471.8k |
$471.8k |
0.04% |
Reduced
-535 |
-535 |
| 87 |
WORLD EQUITY GROUP, INC.
0.10% of their portfolio |
SCHAUMBURG, IL |
10,88810.9k
$468.6k |
$468.6k |
0.10% |
New |
|
| 88 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
10,32910.3k
$444.6k |
$444.6k |
0.02% |
Reduced
-162 |
-162 |
| 89 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
10,12110.1k
$435.6k |
$435.6k |
0.00% |
New |
|
| 90 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
10,06510.1k
$432.1k |
$432.1k |
0.00% |
Added
+9.6k |
+9,593 |
| 91 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
9,4749.5k
$407.8k |
$407.8k |
0.00% |
Reduced
-1.2k |
-1,200 |
| 92 |
Investment Advisory Services Group LLC
0.29% of their portfolio |
Boca Raton, FL |
9,2509.2k
$398.1k |
$398.1k |
0.29% |
New |
|
| 93 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,1409.1k
$393.4k |
$393.4k |
0.01% |
Added
+350 |
+350 |
| 94 |
HOLLENCREST CAPITAL MANAGEMENT
0.03% of their portfolio |
NEWPORT BEACH, CA |
9,1209.1k
$392.5k |
$392.5k |
0.03% |
New |
|
| 95 |
Sequent Planning LLC
0.08% of their portfolio |
OMAHA, NE |
8,2788.3k
$356.3k |
$356.3k |
0.08% |
Added
+144 |
+144 |
| 96 |
Foguth Wealth Management, LLC.
0.04% of their portfolio |
BRIGHTON, MI |
8,0848.1k
$347.4k |
$347.4k |
0.04% |
Reduced
-117 |
-117 |
| 97 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
7,9608.0k
$342.6k |
$342.6k |
0.02% |
New |
|
| 98 |
Triad Wealth Partners, LLC
0.02% of their portfolio |
LAWRENCE, KS |
7,9578.0k
$346.4k |
$346.4k |
0.02% |
New |
|
| 99 |
HOWARD BAILEY SECURITIES, LLC
0.12% of their portfolio |
FORT WAYNE, IN |
7,6927.7k
$331.1k |
$331.1k |
0.12% |
New |
|
| 100 |
Nvest Financial, LLC
0.10% of their portfolio |
PORTSMOUTH, NH |
7,5967.6k
$326.9k |
$326.9k |
0.10% |
Reduced
-11 |
-11 |