| 1 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
343,769343.8k
$14.3m |
$14.3m |
0.00% |
Reduced
-33.2k |
-33,246 |
| 2 |
Concurrent Investment Advisors, LLC
0.11% of their portfolio |
Tampa, FL |
312,203312.2k
$13.0m |
$13.0m |
0.11% |
Added
+118.0k |
+117,965 |
| 3 |
Kestra Advisory Services, LLC
0.04% of their portfolio |
AUSTIN, TX |
271,963272.0k
$11.3m |
$11.3m |
0.04% |
Added
+2.7k |
+2,682 |
| 4 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
206,135206.1k
$8.6m |
$8.6m |
0.00% |
Added
+16.6k |
+16,614 |
| 5 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
193,085193.1k
$8.0m |
$8.0m |
0.01% |
Added
+36.6k |
+36,559 |
| 6 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
183,437183.4k
$7.6m |
$7.6m |
0.01% |
Added
+68.3k |
+68,303 |
| 7 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
170,107170.1k
$7.1m |
$7.1m |
0.01% |
Added
+14.7k |
+14,688 |
| 8 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
169,304169.3k
$7.1m |
$7.1m |
0.00% |
Added
+68.5k |
+68,462 |
| 9 |
Schulz Wealth, LTD.
2.71% of their portfolio |
MANSFIELD, TX |
125,868125.9k
$5.2m |
$5.2m |
2.71% |
First filing |
|
| 10 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
113,391113.4k
$4.7m |
$4.7m |
0.01% |
Added
+15.4k |
+15,381 |
| 11 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
99,76099.8k
$4.2m |
$4.2m |
0.00% |
New |
|
| 12 |
Wood Tarver Financial Group, LLC
0.81% of their portfolio |
BOISE, ID |
82,17582.2k
$3.4m |
$3.4m |
0.81% |
Added
+70.6k |
+70,566 |
| 13 |
CITY HOLDING CO
0.35% of their portfolio |
CHARLESTON, WV |
74,42574.4k
$3.1m |
$3.1m |
0.35% |
Unchanged |
|
| 14 |
Archer Investment Corp
0.18% of their portfolio |
Carmel, IN |
43,93043.9k
$1.8m |
$1.8m |
0.18% |
Added
+28.1k |
+28,087 |
| 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
42,13642.1k
$1.8m |
$1.8m |
0.00% |
Added
+6.3k |
+6,331 |
| 16 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
40,61940.6k
$1.7m |
$1.7m |
0.09% |
Added
+2.4k |
+2,428 |
| 17 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
38,82438.8k
$1.6m |
$1.6m |
0.00% |
New |
|
| 18 |
Midwest Financial Network, LLC
1.08% of their portfolio |
TINLEY PARK, IL |
38,04738.0k
$1.6m |
$1.6m |
1.08% |
Reduced
-10.8k |
-10,755 |
| 19 |
Per Stirling Capital Management, LLC.
0.15% of their portfolio |
AUSTIN, TX |
36,76736.8k
$1.5m |
$1.5m |
0.15% |
Reduced
-218 |
-218 |
| 20 |
Tanglewood Legacy Advisors, LLC
0.46% of their portfolio |
HOUSTON, TX |
33,96634.0k
$1.4m |
$1.4m |
0.46% |
Added
+8.8k |
+8,768 |
| 21 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
31,91831.9k
$1.3m |
$1.3m |
0.01% |
Added
+9.8k |
+9,816 |
| 22 |
CreativeOne Wealth, LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
31,70031.7k
$1.3m |
$1.3m |
0.03% |
Added
+5.3k |
+5,308 |
| 23 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
30,32230.3k
$1.3m |
$1.3m |
0.00% |
Reduced
-3.7k |
-3,661 |
| 24 |
ARS Wealth Advisors Group, LLC
0.09% of their portfolio |
St. Petersburg, FL |
28,07328.1k
$1.2m |
$1.2m |
0.09% |
Reduced
-360 |
-360 |
| 25 |
Sequent Planning LLC
0.24% of their portfolio |
OMAHA, NE |
27,50327.5k
$1.1m |
$1.1m |
0.24% |
Added
+19.0k |
+18,998 |
| 26 |
Keystone Wealth Services, LLC
0.19% of their portfolio |
PALM DESERT, CA |
24,65324.7k
$1.0m |
$1.0m |
0.19% |
Reduced
-4.5k |
-4,474 |
| 27 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
23,27823.3k
$970.1k |
$970.1k |
0.00% |
Added
+9.2k |
+9,181 |
| 28 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
22,91222.9k
$954.8k |
$954.8k |
0.00% |
Added
+2.2k |
+2,208 |
| 29 |
Range Financial Group LLC
0.26% of their portfolio |
TIGARD, OR |
22,68822.7k
$945.5k |
$945.5k |
0.26% |
Added
+11.7k |
+11,711 |
| 30 |
NEW WAVE WEALTH ADVISORS LLC
0.13% of their portfolio |
SPRINGDALE, AR |
22,67822.7k
$945.1k |
$945.1k |
0.13% |
New |
|
| 31 |
Visionary Wealth Advisors
0.03% of their portfolio |
O'FALLON, IL |
20,38620.4k
$849.6k |
$849.6k |
0.03% |
Unchanged |
|
| 32 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
19,82219.8k
$826.1k |
$826.1k |
0.02% |
Added
+9.6k |
+9,580 |
| 33 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
19,49119.5k
$812.0k |
$812.0k |
0.00% |
Added
+744 |
+744 |
| 34 |
Madrona Financial Services, LLC
0.14% of their portfolio |
EVERETT, WA |
18,76818.8k
$782.1k |
$782.1k |
0.14% |
Added
+3.6k |
+3,595 |
| 35 |
VestGen Advisors, LLC
0.02% of their portfolio |
CHICAGO, IL |
18,63618.6k
$776.6k |
$776.6k |
0.02% |
Added
+4.7k |
+4,678 |
| 36 |
Sowell Financial Services LLC
0.03% of their portfolio |
NORTH LITTLE ROCK, AR |
18,58018.6k
$774.3k |
$774.3k |
0.03% |
New |
|
| 37 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
18,50018.5k
$251.5k |
$251.5k |
0.00% |
Added
+7.8k |
+7,844 |
| 38 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
17,61117.6k
$733.9k |
$733.9k |
0.00% |
Unchanged |
|
| 39 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
17,56217.6k
$731.9k |
$731.9k |
0.00% |
Added
+9.9k |
+9,881 |
| 40 |
Keating Financial Advisory Services, Inc.
0.09% of their portfolio |
MANHATTAN, KS |
17,31517.3k
$721.6k |
$721.6k |
0.09% |
Added
+2.0k |
+2,001 |
| 41 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
15,95015.9k
$664.7k |
$664.7k |
0.02% |
Added
+1.3k |
+1,280 |
| 42 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
15,65315.7k
$652.0k |
$652.0k |
0.00% |
Added
+588 |
+588 |
| 43 |
Kovack Advisors, Inc.
0.03% of their portfolio |
FT. LAUDERDALE, FL |
14,85714.9k
$619.2k |
$619.2k |
0.03% |
Reduced
-306 |
-306 |
| 44 |
REAP Financial Group, LLC
0.10% of their portfolio |
AUSTIN, TX |
14,72914.7k
$613.8k |
$613.8k |
0.10% |
Unchanged |
|
| 45 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
14,27114.3k
$594.7k |
$594.7k |
0.00% |
Added
+657 |
+657 |
| 46 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.17% of their portfolio |
WATERLOO, IA |
14,20014.2k
$591.8k |
$591.8k |
0.17% |
Added
+1.6k |
+1,617 |
| 47 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
13,72313.7k
$571.9k |
$571.9k |
0.00% |
Unchanged |
|
| 48 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
12,94312.9k
$539.4k |
$539.4k |
0.01% |
Added
+1.4k |
+1,444 |
| 49 |
Quad-Cities Investment Group, LLC
0.19% of their portfolio |
DAVENPORT, IA |
12,84612.8k
$535.3k |
$535.3k |
0.19% |
New |
|
| 50 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
12,51712.5k
$523.3k |
$523.3k |
0.01% |
New |
|
| 51 |
RETIREMENT GUYS FORMULA LLC
0.19% of their portfolio |
MAUMEE, OH |
12,15412.2k
$506.5k |
$506.5k |
0.19% |
Reduced
-25 |
-25 |
| 52 |
FORTRESS PRIVATE LEDGER, LLC
0.13% of their portfolio |
RALEIGH, NC |
11,80311.8k
$491.9k |
$491.9k |
0.13% |
Unchanged |
|
| 53 |
HBW ADVISORY SERVICES LLC
0.04% of their portfolio |
SIMI VALLEY, CA |
11,75811.8k
$490.0k |
$490.0k |
0.04% |
New |
|
| 54 |
UPTICK PARTNERS, LLC
0.07% of their portfolio |
NACOGDOCHES, TX |
11,13611.1k
$464.1k |
$464.1k |
0.07% |
Added
+5.8k |
+5,754 |
| 55 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
11,06611.1k
$461.2k |
$461.2k |
0.03% |
Unchanged |
|
| 56 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
10,67510.7k
$444.9k |
$444.9k |
0.01% |
New |
|
| 57 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
9,97010.0k
$415.5k |
$415.5k |
0.00% |
New |
|
| 58 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
9,8119.8k
$408.9k |
$408.9k |
0.01% |
Reduced
-38.4k |
-38,358 |
| 59 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
9,7829.8k
$407.7k |
$407.7k |
0.00% |
Unchanged |
|
| 60 |
Avidian Wealth Enterprises, LLC
0.01% of their portfolio |
Houston, TX |
9,5869.6k
$399.5k |
$399.5k |
0.01% |
Reduced
-2.3k |
-2,267 |
| 61 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,4339.4k
$393.1k |
$393.1k |
0.01% |
Added
+162 |
+162 |
| 62 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
9,3839.4k
$391.0k |
$391.0k |
0.00% |
New |
|
| 63 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
8,9559.0k
$373.2k |
$373.2k |
0.01% |
First filing |
|
| 64 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
8,6778.7k
$361.6k |
$361.6k |
0.00% |
New |
|
| 65 |
Commonwealth Financial Services, LLC
0.05% of their portfolio |
VIENNA, WV |
8,6738.7k
$361.4k |
$361.4k |
0.05% |
New |
|
| 66 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
8,6108.6k
$359.0k |
$359.0k |
0.01% |
Added
+100 |
+100 |
| 67 |
Lido Advisors, LLC
0.00% of their portfolio |
Los Angeles, CA |
8,4008.4k
$350.1k |
$350.1k |
0.00% |
Reduced
-16.8k |
-16,823 |
| 68 |
Valmark Advisers, Inc.
0.00% of their portfolio |
AKRON, OH |
8,1528.2k
$339.7k |
$339.7k |
0.00% |
New |
|
| 69 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
8,0238.0k
$334.4k |
$334.4k |
0.01% |
Added
+2.4k |
+2,351 |
| 70 |
LVZ, Inc.
0.03% of their portfolio |
Holland, MI |
7,9177.9k
$329.9k |
$329.9k |
0.03% |
New |
|
| 71 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
7,8407.8k
$326.7k |
$326.7k |
0.00% |
Added
+2.4k |
+2,440 |
| 72 |
Investment Advisory Services Group LLC
0.24% of their portfolio |
Boca Raton, FL |
7,8007.8k
$325.1k |
$325.1k |
0.24% |
New |
|
| 73 |
Bull Harbor Capital LLC
0.06% of their portfolio |
BETHESDA, MD |
7,6137.6k
$317.3k |
$317.3k |
0.06% |
New |
|
| 74 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
7,4507.5k
$310.5k |
$310.5k |
0.02% |
New |
|
| 75 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
7,1737.2k
$298.9k |
$298.9k |
0.01% |
Unchanged |
|
| 76 |
Kestra Investment Management, LLC
0.01% of their portfolio |
AUSTIN, TX |
7,1487.1k
$297.9k |
$297.9k |
0.01% |
Unchanged |
|
| 77 |
Koshinski Asset Management, Inc.
0.01% of their portfolio |
DECATUR, IL |
6,7266.7k
$280.3k |
$280.3k |
0.01% |
Added
+246 |
+246 |
| 78 |
Diligent Investors, LLC
0.06% of their portfolio |
REDLANDS, CA |
6,3756.4k
$265.7k |
$265.7k |
0.06% |
Added
+1.0k |
+1,000 |
| 79 |
Gladstone Institutional Advisory LLC
0.01% of their portfolio |
Bedminster, NJ |
6,1506.2k
$256.3k |
$256.3k |
0.01% |
New |
|
| 80 |
KINTRA WEALTH, LLC
0.01% of their portfolio |
WILLIAMSPORT, PA |
6,1436.1k
$261.1k |
$261.1k |
0.01% |
Unchanged |
|
| 81 |
Triad Wealth Partners, LLC
0.01% of their portfolio |
LAWRENCE, KS |
5,8595.9k
$246.6k |
$246.6k |
0.01% |
Reduced
-16 |
-16 |
| 82 |
Chris Bulman Inc
0.09% of their portfolio |
ROSEVILLE, CA |
5,8515.9k
$243.8k |
$243.8k |
0.09% |
New |
|
| 83 |
BIP Wealth, LLC
0.01% of their portfolio |
ATLANTA, GA |
5,8505.8k
$243.8k |
$243.8k |
0.01% |
Unchanged |
|
| 84 |
Ausdal Financial Partners, Inc.
0.01% of their portfolio |
Davenport, IA |
5,1715.2k
$215.5k |
$215.5k |
0.01% |
New |
|
| 85 |
REICON WEALTH ADVISORS, LLC
0.13% of their portfolio |
ATLANTA, GA |
5,1205.1k
$213.4k |
$213.4k |
0.13% |
New |
|
| 86 |
Bluespring Wealth Management, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,0305.0k
$209.6k |
$209.6k |
0.00% |
New |
|
| 87 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
4,9915.0k
$208.0k |
$208.0k |
0.00% |
New |
|
| 88 |
AMERIFLEX GROUP, INC.
0.08% of their portfolio |
LAS VEGAS, NV |
4,9434.9k
$206.0k |
$206.0k |
0.08% |
New |
|
| 89 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
4,7424.7k
$197.6k |
$197.6k |
0.00% |
Added
+4.4k |
+4,449 |
| 90 |
Integrity Financial Corp /WA
0.09% of their portfolio |
JACKSON, WY |
4,4314.4k
$184.7k |
$184.7k |
0.09% |
Added
+437 |
+437 |
| 91 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
4,4274.4k
$184.5k |
$184.5k |
0.00% |
Added
+500 |
+500 |
| 92 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
4,1724.2k
$173.9k |
$173.9k |
0.00% |
Unchanged |
|
| 93 |
Spire Wealth Management
0.00% of their portfolio |
MCLEAN, VA |
3,5523.6k
$148.0k |
$148.0k |
0.00% |
Reduced
-330 |
-330 |
| 94 |
DHJJ Financial Advisors, Ltd.
0.04% of their portfolio |
NAPERVILLE, IL |
3,3563.4k
$139.9k |
$139.9k |
0.04% |
Added
+605 |
+605 |
| 95 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
3,2563.3k
$136.0k |
$136.0k |
0.00% |
New |
|
| 96 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
3,2233.2k
$134.3k |
$134.3k |
0.00% |
New |
|
| 97 |
Ritter Daniher Financial Advisory LLC / DE
0.02% of their portfolio |
CINCINNATI, OH |
2,5152.5k
$104.8k |
$104.8k |
0.02% |
Unchanged |
|
| 98 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
BLUE BELL, PA |
2,4802.5k
$103.4k |
$103.4k |
0.01% |
Reduced
-137 |
-137 |
| 99 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
2,3732.4k
$98.9k |
$98.9k |
0.00% |
New |
|
| 100 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
2,2362.2k
$93.2k |
$93.2k |
0.00% |
Unchanged |
|