| 1 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
448,394448.4k
$17.2m |
$17.2m |
0.01% |
Added
+82.5k |
+82,473 |
| 2 |
NEW WAVE WEALTH ADVISORS LLC
6.20% of their portfolio |
SPRINGDALE, AR |
380,627380.6k
$14.6m |
$14.6m |
6.20% |
Added
+2.8k |
+2,774 |
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
376,212376.2k
$14.4m |
$14.4m |
0.00% |
Added
+165.1k |
+165,074 |
| 4 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
278,137278.1k
$10.7m |
$10.7m |
0.02% |
Added
+148.1k |
+148,100 |
| 5 |
Kestra Advisory Services, LLC
0.05% of their portfolio |
AUSTIN, TX |
266,765266.8k
$10.2m |
$10.2m |
0.05% |
Added
+12.1k |
+12,110 |
| 6 |
Concurrent Investment Advisors, LLC
0.13% of their portfolio |
Tampa, FL |
178,701178.7k
$6.8m |
$6.8m |
0.13% |
Added
+53.6k |
+53,585 |
| 7 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
162,254162.3k
$6.2m |
$6.2m |
0.01% |
Reduced
-18.5k |
-18,505 |
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
149,610149.6k
$5.7m |
$5.7m |
0.01% |
Added
+88.2k |
+88,177 |
| 9 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
132,912132.9k
$5.1m |
$5.1m |
0.01% |
Added
+47.8k |
+47,809 |
| 10 |
Americana Partners, LLC
0.17% of their portfolio |
Houston, TX |
128,822128.8k
$4.9m |
$4.9m |
0.17% |
Added
+102.0k |
+102,035 |
| 11 |
Schulz Wealth, LTD.
3.19% of their portfolio |
MANSFIELD, TX |
111,508111.5k
$4.3m |
$4.3m |
3.19% |
Reduced
-2 |
-2 |
| 12 |
Midwest Financial Network, LLC
3.49% of their portfolio |
TINLEY PARK, IL |
91,78791.8k
$3.5m |
$3.5m |
3.49% |
Reduced
-11.2k |
-11,229 |
| 13 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
87,36287.4k
$3.3m |
$3.3m |
0.00% |
Added
+25.5k |
+25,547 |
| 14 |
CITY HOLDING CO
0.37% of their portfolio |
CHARLESTON, WV |
74,42574.4k
$2.9m |
$2.9m |
0.37% |
Added
+800 |
+800 |
| 15 |
RETIREMENT GUYS FORMULA LLC
0.86% of their portfolio |
MAUMEE, OH |
59,32259.3k
$2.3m |
$2.3m |
0.86% |
New |
|
| 16 |
CreativeOne Wealth, LLC
0.05% of their portfolio |
OVERLAND PARK, KS |
51,44751.4k
$2.0m |
$2.0m |
0.05% |
Added
+36.2k |
+36,155 |
| 17 |
Per Stirling Capital Management, LLC.
0.18% of their portfolio |
AUSTIN, TX |
36,92136.9k
$1.4m |
$1.4m |
0.18% |
Unchanged |
|
| 18 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
35,84935.8k
$1.4m |
$1.4m |
0.00% |
Reduced
-10.9k |
-10,864 |
| 19 |
Keystone Wealth Services, LLC
0.31% of their portfolio |
PALM DESERT, CA |
33,78033.8k
$1.3m |
$1.3m |
0.31% |
Reduced
-1.6k |
-1,609 |
| 20 |
STEPHENS INC /AR/
0.02% of their portfolio |
LITTLE ROCK, AR |
33,13033.1k
$1.3m |
$1.3m |
0.02% |
Reduced
-850 |
-850 |
| 21 |
ARS Wealth Advisors Group, LLC
0.14% of their portfolio |
St. Petersburg, FL |
31,58931.6k
$1.2m |
$1.2m |
0.14% |
Reduced
-3.6k |
-3,610 |
| 22 |
Bison Wealth, LLC
0.09% of their portfolio |
ATLANTA, GA |
29,54629.5k
$1.1m |
$1.1m |
0.09% |
Unchanged |
|
| 23 |
REAP Financial Group, LLC
0.27% of their portfolio |
AUSTIN, TX |
29,54629.5k
$1.1m |
$1.1m |
0.27% |
Unchanged |
|
| 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
28,13028.1k
$1.1m |
$1.1m |
0.00% |
Added
+19.7k |
+19,737 |
| 25 |
Tanglewood Legacy Advisors, LLC
0.42% of their portfolio |
HOUSTON, TX |
26,99127.0k
$1.0m |
$1.0m |
0.42% |
Unchanged |
|
| 26 |
FOUNDERS FINANCIAL SECURITIES LLC
0.07% of their portfolio |
TOWSON, MD |
25,41225.4k
$973.5k |
$973.5k |
0.07% |
Reduced
-577 |
-577 |
| 27 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
25,27025.3k
$968.0k |
$968.0k |
0.00% |
Added
+18.6k |
+18,647 |
| 28 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
23,88423.9k
$915.0k |
$915.0k |
0.00% |
Added
+9.9k |
+9,921 |
| 29 |
Visionary Wealth Advisors
0.04% of their portfolio |
O'FALLON, IL |
20,38620.4k
$781.0k |
$781.0k |
0.04% |
New |
|
| 30 |
BRASS TAX WEALTH MANAGEMENT, INC
0.13% of their portfolio |
CINCINNATI, OH |
18,22518.2k
$698.2k |
$698.2k |
0.13% |
Reduced
-7 |
-7 |
| 31 |
Catalina Capital Group, LLC
0.47% of their portfolio |
Torrance, CA |
18,08818.1k
$692.9k |
$692.9k |
0.47% |
Unchanged |
|
| 32 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
17,18617.2k
$658.4k |
$658.4k |
0.00% |
Added
+4.1k |
+4,072 |
| 33 |
Lido Advisors, LLC
0.00% of their portfolio |
Los Angeles, CA |
16,82316.8k
$644.5k |
$644.5k |
0.00% |
Unchanged |
|
| 34 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.23% of their portfolio |
WATERLOO, IA |
16,60516.6k
$636.1k |
$636.1k |
0.23% |
New |
|
| 35 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
16,15816.2k
$619.0k |
$619.0k |
0.00% |
Added
+2.8k |
+2,844 |
| 36 |
Archer Investment Corp
0.15% of their portfolio |
Carmel, IN |
16,12616.1k
$617.8k |
$617.8k |
0.15% |
Reduced
-428 |
-428 |
| 37 |
Madrona Financial Services, LLC
0.14% of their portfolio |
EVERETT, WA |
15,17315.2k
$581.3k |
$581.3k |
0.14% |
New |
|
| 38 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
14,67014.7k
$562.0k |
$562.0k |
0.02% |
Reduced
-739 |
-739 |
| 39 |
Anfield Capital Management, LLC
0.18% of their portfolio |
IRVINE, CA |
14,15414.2k
$542.2k |
$542.2k |
0.18% |
New |
|
| 40 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
13,72313.7k
$525.7k |
$525.7k |
0.01% |
Reduced
-3.5k |
-3,507 |
| 41 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
13,01413.0k
$499.0k |
$499.0k |
0.00% |
New |
|
| 42 |
Koshinski Asset Management, Inc.
0.04% of their portfolio |
DECATUR, IL |
12,73012.7k
$487.7k |
$487.7k |
0.04% |
New |
|
| 43 |
FORTRESS PRIVATE LEDGER, LLC
0.21% of their portfolio |
RALEIGH, NC |
12,05312.1k
$461.7k |
$461.7k |
0.21% |
Unchanged |
|
| 44 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
11,90611.9k
$456.1k |
$456.1k |
0.03% |
Unchanged |
|
| 45 |
Avidian Wealth Enterprises, LLC
0.02% of their portfolio |
Houston, TX |
11,85311.9k
$454.1k |
$454.1k |
0.02% |
Unchanged |
|
| 46 |
Sequent Planning LLC
0.14% of their portfolio |
OMAHA, NE |
11,81011.8k
$452.4k |
$452.4k |
0.14% |
Added
+1.1k |
+1,148 |
| 47 |
Range Financial Group LLC
0.17% of their portfolio |
TIGARD, OR |
11,25211.3k
$431.1k |
$431.1k |
0.17% |
New |
|
| 48 |
Wood Tarver Financial Group, LLC
0.13% of their portfolio |
BOISE, ID |
11,14311.1k
$426.0k |
$426.0k |
0.13% |
Added
+7.2k |
+7,150 |
| 49 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,24210.2k
$396.0k |
$396.0k |
0.01% |
Unchanged |
|
| 50 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
9,9319.9k
$380.5k |
$380.5k |
0.00% |
New |
|
| 51 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
9,7539.8k
$373.6k |
$373.6k |
0.01% |
Added
+6.0k |
+5,965 |
| 52 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
9,6709.7k
$370.5k |
$370.5k |
0.00% |
Added
+920 |
+920 |
| 53 |
MACROVIEW INVESTMENT MANAGEMENT LLC
0.27% of their portfolio |
BETHESDA, MD |
8,6688.7k
$332.1k |
$332.1k |
0.27% |
New |
|
| 54 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
8,5108.5k
$326.0k |
$326.0k |
0.01% |
Added
+1.6k |
+1,595 |
| 55 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
8,4438.4k
$323.4k |
$323.4k |
0.00% |
Reduced
-3.0k |
-2,994 |
| 56 |
Stuart Chaussee & Associates, Inc.
0.07% of their portfolio |
BEVERLY HILLS, CA |
8,4008.4k
$321.8k |
$321.8k |
0.07% |
Unchanged |
|
| 57 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
8,3938.4k
$321.5k |
$321.5k |
0.01% |
New |
|
| 58 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
8,2298.2k
$315.2k |
$315.2k |
0.00% |
Added
+2.5k |
+2,544 |
| 59 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,0778.1k
$309.4k |
$309.4k |
0.01% |
Reduced
-100 |
-100 |
| 60 |
VestGen Investment Management
0.22% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
8,0768.1k
$309.4k |
$309.4k |
0.22% |
New |
|
| 61 |
AdvisorNet Financial, Inc
0.02% of their portfolio |
MINNETONKA, MN |
7,5637.6k
$289.7k |
$289.7k |
0.02% |
Unchanged |
|
| 62 |
Strategic Blueprint, LLC
0.01% of their portfolio |
ATLANTA, GA |
7,5257.5k
$288.3k |
$288.3k |
0.01% |
Reduced
-16.5k |
-16,525 |
| 63 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
7,4107.4k
$284.3k |
$284.3k |
0.00% |
New |
|
| 64 |
Prosperity Consulting Group, LLC
0.02% of their portfolio |
OWINGS MILLS, MD |
7,4037.4k
$283.6k |
$283.6k |
0.02% |
Unchanged |
|
| 65 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
7,1347.1k
$273.0k |
$273.0k |
0.02% |
Added
+2.3k |
+2,319 |
| 66 |
Synergy Asset Management, LLC
0.03% of their portfolio |
VANCOUVER, WA |
6,8736.9k
$263.3k |
$263.3k |
0.03% |
Reduced
-6.5k |
-6,486 |
| 67 |
Sunbelt Securities, Inc.
0.02% of their portfolio |
HOUSTON, TX |
6,7976.8k
$254.8k |
$254.8k |
0.02% |
Added
+1.0k |
+1,009 |
| 68 |
WEALTHGARDEN F.S. LLC
0.20% of their portfolio |
EL SEGUNDO, CA |
6,3516.4k
$245.1k |
$245.1k |
0.20% |
New |
|
| 69 |
FLAGSTAR SECURITIES, INC
0.06% of their portfolio |
New York, NY |
5,8465.8k
$224.0k |
$224.0k |
0.06% |
Added
+277 |
+277 |
| 70 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02% of their portfolio |
ORLANDO, FL |
5,6155.6k
$215.1k |
$215.1k |
0.02% |
New |
|
| 71 |
UPTICK PARTNERS, LLC
0.06% of their portfolio |
NACOGDOCHES, TX |
5,3825.4k
$206.2k |
$206.2k |
0.06% |
New |
|
| 72 |
Diligent Investors, LLC
0.05% of their portfolio |
REDLANDS, CA |
5,3755.4k
$205.9k |
$205.9k |
0.05% |
New |
|
| 73 |
Financial Network Wealth Advisors LLC
0.21% of their portfolio |
MURRAY, UT |
4,5324.5k
$173.6k |
$173.6k |
0.21% |
Unchanged |
|
| 74 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
4,2194.2k
$161.6k |
$161.6k |
0.00% |
Added
+37 |
+37 |
| 75 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
4,1724.2k
$159.8k |
$159.8k |
0.00% |
Reduced
-3.9k |
-3,885 |
| 76 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
4,0354.0k
$154.6k |
$154.6k |
0.00% |
First filing |
|
| 77 |
Integrity Financial Corp /WA
0.08% of their portfolio |
JACKSON, WY |
3,9944.0k
$153.0k |
$153.0k |
0.08% |
Added
+8 |
+8 |
| 78 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
3,9103.9k
$149.8k |
$149.8k |
0.00% |
Reduced
-22 |
-22 |
| 79 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
3,8823.9k
$148.7k |
$148.7k |
0.01% |
Added
+1.6k |
+1,645 |
| 80 |
EP Wealth Advisors, LLC
0.00% of their portfolio |
TORRANCE, CA |
3,0663.1k
$117.5k |
$117.5k |
0.00% |
New |
|
| 81 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
2,9352.9k
$112.4k |
$112.4k |
0.00% |
Reduced
-350 |
-350 |
| 82 |
DHJJ Financial Advisors, Ltd.
0.04% of their portfolio |
NAPERVILLE, IL |
2,8912.9k
$110.8k |
$110.8k |
0.04% |
Added
+1.0k |
+1,004 |
| 83 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02% of their portfolio |
BLUE BELL, PA |
2,8272.8k
$108.3k |
$108.3k |
0.02% |
New |
|
| 84 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
2,6692.7k
$102.2k |
$102.2k |
0.01% |
New |
|
| 85 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
2,1472.1k
$82.0k |
$82.0k |
0.00% |
Unchanged |
|
| 86 |
EVOLUTION WEALTH MANAGEMENT INC.
0.09% of their portfolio |
FORT MYERS, FL |
1,9552.0k
$74.9k |
$74.9k |
0.09% |
First filing |
|
| 87 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
1,0001.0k
$38.0k |
$38.0k |
0.00% |
Unchanged |
|
| 88 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
905905
$35.0k |
$35.0k |
0.00% |
Unchanged |
|
| 89 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
704704
$27.0k |
$27.0k |
0.00% |
Reduced
-54 |
-54 |
| 90 |
IMG Wealth Management, Inc.
0.02% of their portfolio |
JACKSONVILLE, FL |
672672
$25.7k |
$25.7k |
0.02% |
Unchanged |
|
| 91 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
336336
$12.9k |
$12.9k |
0.00% |
New |
|
| 92 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
— of their portfolio |
BIRMINGHAM, AL |
00
$0 |
$0 |
— |
Unchanged |
|