| 1 |
RAYMOND JAMES FINANCIAL INC
0.02% of their portfolio |
ST. PETERSBURG, FL |
1,131,8731.1m
$44.1m |
$44.1m |
0.02% |
Reduced
-252.6k |
-252,644 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.05% of their portfolio |
WALTHAM, MA |
1,052,7411.1m
$41.0m |
$41.0m |
0.05% |
Added
+846.9k |
+846,904 |
| 3 |
ORG Partners LLC
3.30% of their portfolio |
ROANOKE, IN |
397,268397.3k
$15.5m |
$15.5m |
3.30% |
Reduced
-118.7k |
-118,737 |
| 4 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
294,780294.8k
$11.5m |
$11.5m |
0.02% |
Reduced
-1.0m |
-1,006,213 |
| 5 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
273,253273.3k
$10.6m |
$10.6m |
0.02% |
Reduced
-800 |
-800 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
252,243252.2k
$9.8m |
$9.8m |
0.00% |
Added
+44.8k |
+44,773 |
| 7 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
216,233216.2k
$8.4m |
$8.4m |
0.00% |
Added
+24.8k |
+24,767 |
| 8 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
173,104173.1k
$6.7m |
$6.7m |
0.03% |
Added
+16.8k |
+16,796 |
| 9 |
Janney Montgomery Scott LLC
0.02% of their portfolio |
PHILADELPHIA, PA |
163,960164.0k
$6.4m |
$6.4m |
0.02% |
Added
+91.3k |
+91,334 |
| 10 |
Wood Tarver Financial Group, LLC
1.86% of their portfolio |
BOISE, ID |
158,728158.7k
$6.2m |
$6.2m |
1.86% |
Added
+143.7k |
+143,660 |
| 11 |
MML INVESTORS SERVICES, LLC
0.02% of their portfolio |
SPRINGFIELD, MA |
154,805154.8k
$6.0m |
$6.0m |
0.02% |
Added
+121.0k |
+121,020 |
| 12 |
CITY HOLDING CO
0.68% of their portfolio |
CHARLESTON, WV |
133,250133.2k
$5.2m |
$5.2m |
0.68% |
Added
+870 |
+870 |
| 13 |
AssuredPartners Investment Advisors, LLC
1.22% of their portfolio |
Tampa, FL |
128,307128.3k
$5.0m |
$5.0m |
1.22% |
Reduced
-322 |
-322 |
| 14 |
Bouchey Financial Group, Ltd.
0.39% of their portfolio |
TROY, NY |
119,425119.4k
$4.7m |
$4.7m |
0.39% |
Reduced
-1.8k |
-1,802 |
| 15 |
Sunbelt Securities, Inc.
0.29% of their portfolio |
HOUSTON, TX |
88,52188.5k
$3.3m |
$3.3m |
0.29% |
Reduced
-5.6k |
-5,584 |
| 16 |
FOUNDERS FINANCIAL SECURITIES LLC
0.24% of their portfolio |
TOWSON, MD |
82,70382.7k
$3.2m |
$3.2m |
0.24% |
Added
+56.6k |
+56,602 |
| 17 |
MAI Capital Management
0.02% of their portfolio |
INDEPENDENCE, OH |
74,56674.6k
$2.9m |
$2.9m |
0.02% |
Reduced
-443 |
-443 |
| 18 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
62,77762.8k
$2.4m |
$2.4m |
0.01% |
Added
+47.2k |
+47,243 |
| 19 |
Bison Wealth, LLC
0.19% of their portfolio |
ATLANTA, GA |
62,02862.0k
$2.4m |
$2.4m |
0.19% |
Reduced
-810 |
-810 |
| 20 |
REAP Financial Group, LLC
0.57% of their portfolio |
AUSTIN, TX |
62,02862.0k
$2.4m |
$2.4m |
0.57% |
Reduced
-850 |
-850 |
| 21 |
UPTICK PARTNERS, LLC
0.61% of their portfolio |
NACOGDOCHES, TX |
54,49654.5k
$2.1m |
$2.1m |
0.61% |
Reduced
-2.6k |
-2,560 |
| 22 |
Anfield Capital Management, LLC
0.53% of their portfolio |
IRVINE, CA |
41,48241.5k
$1.6m |
$1.6m |
0.53% |
New |
|
| 23 |
Keystone Wealth Services, LLC
0.36% of their portfolio |
PALM DESERT, CA |
38,46538.5k
$1.5m |
$1.5m |
0.36% |
Unchanged |
|
| 24 |
Schulz Wealth, LTD.
1.10% of their portfolio |
MANSFIELD, TX |
37,63737.6k
$1.5m |
$1.5m |
1.10% |
Added
+2.2k |
+2,215 |
| 25 |
Arkadios Wealth Advisors
0.04% of their portfolio |
ATLANTA, GA |
37,53337.5k
$1.5m |
$1.5m |
0.04% |
Reduced
-3.0k |
-3,000 |
| 26 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
36,55136.6k
$1.4m |
$1.4m |
0.00% |
Added
+4.2k |
+4,228 |
| 27 |
HFG Wealth Management, LLC
0.81% of their portfolio |
The Woodlands, TX |
35,82935.8k
$1.3m |
$1.3m |
0.81% |
Reduced
-4.2k |
-4,225 |
| 28 |
HRT FINANCIAL LP
0.01% of their portfolio |
NEW YORK, NY |
31,29131.3k
$1.2m |
$1.2m |
0.01% |
New |
|
| 29 |
CreativeOne Wealth, LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
27,74727.7k
$1.1m |
$1.1m |
0.03% |
Added
+3.3k |
+3,311 |
| 30 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
27,70027.7k
$1.1m |
$1.1m |
0.01% |
Reduced
-1.2k |
-1,233 |
| 31 |
MGO ONE SEVEN LLC
0.03% of their portfolio |
Beachwood, OH |
27,51527.5k
$1.1m |
$1.1m |
0.03% |
New |
|
| 32 |
Bullseye Investment Management, LLC
0.60% of their portfolio |
CINCINNATI, OH |
26,57226.6k
$988.5k |
$988.5k |
0.60% |
Unchanged |
|
| 33 |
Corus Family Wealth Advisors
0.72% of their portfolio |
MCKINNEY, TX |
26,23726.2k
$1.0m |
$1.0m |
0.72% |
Reduced
-4.2k |
-4,182 |
| 34 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
25,05225.1k
$975.8k |
$975.8k |
0.03% |
New |
|
| 35 |
Ignite Planners, LLC
0.17% of their portfolio |
SAN CLEMENTE, CA |
24,88324.9k
$974.7k |
$974.7k |
0.17% |
Reduced
-90 |
-90 |
| 36 |
Diligent Investors, LLC
0.22% of their portfolio |
REDLANDS, CA |
23,56823.6k
$918.0k |
$918.0k |
0.22% |
Unchanged |
|
| 37 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
22,33022.3k
$869.8k |
$869.8k |
0.01% |
Added
+5.5k |
+5,531 |
| 38 |
BRASS TAX WEALTH MANAGEMENT, INC
0.15% of their portfolio |
CINCINNATI, OH |
20,34120.3k
$792.3k |
$792.3k |
0.15% |
Reduced
-50 |
-50 |
| 39 |
Diversify Advisory Services, LLC
0.03% of their portfolio |
SANDY, UT |
20,28120.3k
$803.1k |
$803.1k |
0.03% |
Added
+382 |
+382 |
| 40 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
19,61519.6k
$764.0k |
$764.0k |
0.00% |
Added
+9.6k |
+9,643 |
| 41 |
Tanglewood Legacy Advisors, LLC
0.30% of their portfolio |
HOUSTON, TX |
18,53518.5k
$721.9k |
$721.9k |
0.30% |
Added
+4.0k |
+4,025 |
| 42 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
18,46018.5k
$719.0k |
$719.0k |
0.00% |
New |
|
| 43 |
Range Financial Group LLC
0.27% of their portfolio |
TIGARD, OR |
17,51117.5k
$682.1k |
$682.1k |
0.27% |
Added
+8.8k |
+8,839 |
| 44 |
Kovack Advisors, Inc.
0.06% of their portfolio |
FT. LAUDERDALE, FL |
16,80016.8k
$654.4k |
$654.4k |
0.06% |
Unchanged |
|
| 45 |
Chris Bulman Inc
0.36% of their portfolio |
ROSEVILLE, CA |
16,36316.4k
$637.3k |
$637.3k |
0.36% |
Added
+173 |
+173 |
| 46 |
INSIGNEO ADVISORY SERVICES, LLC
0.05% of their portfolio |
MIAMI, FL |
16,34216.3k
$636.5k |
$636.5k |
0.05% |
Added
+935 |
+935 |
| 47 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
16,24016.2k
$632.5k |
$632.5k |
0.00% |
Added
+6.3k |
+6,264 |
| 48 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.05% of their portfolio |
ORLANDO, FL |
16,09016.1k
$626.7k |
$626.7k |
0.05% |
New |
|
| 49 |
Madrona Financial Services, LLC
0.15% of their portfolio |
EVERETT, WA |
16,03916.0k
$624.7k |
$624.7k |
0.15% |
Unchanged |
|
| 50 |
Alesco Advisors, LLC, An ESL Co
0.02% of their portfolio |
Pittsford, NY |
15,73715.7k
$613.0k |
$613.0k |
0.02% |
Reduced
-6.1k |
-6,143 |
| 51 |
STEPHENS INC /AR/
0.01% of their portfolio |
LITTLE ROCK, AR |
14,15114.2k
$551.2k |
$551.2k |
0.01% |
Unchanged |
|
| 52 |
CASCADE INVESTMENT GROUP, INC.
0.38% of their portfolio |
Colorado Springs, CO |
13,98314.0k
$544.6k |
$544.6k |
0.38% |
Reduced
-838 |
-838 |
| 53 |
Avantra Family Wealth, Inc.
0.45% of their portfolio |
MECHANICSBURG, PA |
13,95314.0k
$543.5k |
$543.5k |
0.45% |
Added
+112 |
+112 |
| 54 |
BlueChip Wealth Advisors LLC
0.23% of their portfolio |
Milton, GA |
13,40113.4k
$522.0k |
$522.0k |
0.23% |
Unchanged |
|
| 55 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
13,06313.1k
$508.8k |
$508.8k |
0.02% |
Unchanged |
|
| 56 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
12,34912.3k
$481.0k |
$481.0k |
0.03% |
Unchanged |
|
| 57 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
11,63711.6k
$453.3k |
$453.3k |
0.01% |
Reduced
-169 |
-169 |
| 58 |
Grantvest Financial Group LLC
0.32% of their portfolio |
MATAWAN, NJ |
11,07211.1k
$431.3k |
$431.3k |
0.32% |
Reduced
-707 |
-707 |
| 59 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,91310.9k
$430.4k |
$430.4k |
0.01% |
Unchanged |
|
| 60 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
10,42210.4k
$407.5k |
$407.5k |
0.01% |
Unchanged |
|
| 61 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
9,99110.0k
$389.1k |
$389.1k |
0.00% |
Reduced
-250 |
-250 |
| 62 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
9,6099.6k
$374.3k |
$374.3k |
0.00% |
Added
+5.3k |
+5,311 |
| 63 |
LVZ, Inc.
0.04% of their portfolio |
Holland, MI |
9,5139.5k
$370.5k |
$370.5k |
0.04% |
Unchanged |
|
| 64 |
PKS Advisory Services, LLC
0.09% of their portfolio |
ALBANY, NY |
9,2619.3k
$360.7k |
$360.7k |
0.09% |
Added
+1.1k |
+1,106 |
| 65 |
Koshinski Asset Management, Inc.
0.03% of their portfolio |
DECATUR, IL |
9,2509.2k
$360.3k |
$360.3k |
0.03% |
Added
+1.7k |
+1,730 |
| 66 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
8,9338.9k
$347.9k |
$347.9k |
0.00% |
Reduced
-14.3k |
-14,315 |
| 67 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
8,6278.6k
$336.0k |
$336.0k |
0.00% |
Added
+2.0k |
+1,996 |
| 68 |
LM Advisors LLC
0.04% of their portfolio |
SAN DIEGO, CA |
8,2488.2k
$321.0k |
$321.0k |
0.04% |
Added
+780 |
+780 |
| 69 |
SAGESPRING WEALTH PARTNERS, LLC
0.01% of their portfolio |
FRANKLIN, TN |
8,1478.1k
$317.3k |
$317.3k |
0.01% |
Unchanged |
|
| 70 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,1278.1k
$316.5k |
$316.5k |
0.01% |
Added
+46 |
+46 |
| 71 |
CARY STREET PARTNERS FINANCIAL LLC
0.01% of their portfolio |
RICHMOND, VA |
7,8407.8k
$305.4k |
$305.4k |
0.01% |
Reduced
-1.3k |
-1,330 |
| 72 |
TrueWealth Advisors, LLC
0.09% of their portfolio |
BIRMINGHAM, AL |
7,8167.8k
$304.4k |
$304.4k |
0.09% |
New |
|
| 73 |
FLAGSTAR SECURITIES, INC
0.08% of their portfolio |
New York, NY |
7,7417.7k
$301.5k |
$301.5k |
0.08% |
Added
+718 |
+718 |
| 74 |
DHJJ Financial Advisors, Ltd.
0.11% of their portfolio |
NAPERVILLE, IL |
7,6607.7k
$298.4k |
$298.4k |
0.11% |
Unchanged |
|
| 75 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
7,5757.6k
$295.0k |
$295.0k |
0.00% |
Reduced
-14.1k |
-14,069 |
| 76 |
Stratos Wealth Advisors, LLC
0.02% of their portfolio |
BEACHWOOD, OH |
7,3667.4k
$286.9k |
$286.9k |
0.02% |
New |
|
| 77 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
7,2057.2k
$280.6k |
$280.6k |
0.00% |
Unchanged |
|
| 78 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
7,2007.2k
$280.4k |
$280.4k |
0.00% |
Unchanged |
|
| 79 |
LEGACY SOLUTIONS, LLC
0.27% of their portfolio |
KENNETT SQUARE, PA |
7,1777.2k
$279.5k |
$279.5k |
0.27% |
Unchanged |
|
| 80 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
6,9106.9k
$269.1k |
$269.1k |
0.00% |
New |
|
| 81 |
AdvisorNet Financial, Inc
0.02% of their portfolio |
MINNETONKA, MN |
6,8066.8k
$265.1k |
$265.1k |
0.02% |
Unchanged |
|
| 82 |
VestGen Investment Management
0.19% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
6,7676.8k
$263.6k |
$263.6k |
0.19% |
Added
+360 |
+360 |
| 83 |
BostonPremier Wealth LLC
0.14% of their portfolio |
HANOVER, MA |
6,6466.6k
$258.9k |
$258.9k |
0.14% |
Unchanged |
|
| 84 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
6,6436.6k
$258.7k |
$258.7k |
0.01% |
Unchanged |
|
| 85 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
6,5006.5k
$253.2k |
$253.2k |
0.01% |
Reduced
-659 |
-659 |
| 86 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
6,4346.4k
$250.6k |
$250.6k |
0.00% |
Unchanged |
|
| 87 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
6,2596.3k
$244.7k |
$244.7k |
0.00% |
New |
|
| 88 |
Maridea Wealth Management LLC
0.06% of their portfolio |
BROOKLYN, NY |
6,1956.2k
$241.3k |
$241.3k |
0.06% |
New |
|
| 89 |
J.W. COLE ADVISORS, INC.
0.00% of their portfolio |
TAMPA, FL |
5,9946.0k
$233.5k |
$233.5k |
0.00% |
Unchanged |
|
| 90 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
5,7195.7k
$223.0k |
$223.0k |
0.00% |
New |
|
| 91 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
5,6665.7k
$220.7k |
$220.7k |
0.01% |
Unchanged |
|
| 92 |
Prosperity Consulting Group, LLC
0.02% of their portfolio |
OWINGS MILLS, MD |
5,6525.7k
$220.1k |
$220.1k |
0.02% |
Unchanged |
|
| 93 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
5,6145.6k
$218.7k |
$218.7k |
0.00% |
Reduced
-647 |
-647 |
| 94 |
Archer Investment Corp
0.05% of their portfolio |
Carmel, IN |
5,5975.6k
$218.0k |
$218.0k |
0.05% |
Added
+10 |
+10 |
| 95 |
Beacon Financial Advisory LLC
0.06% of their portfolio |
CLEVELAND, OH |
5,5605.6k
$216.6k |
$216.6k |
0.06% |
Unchanged |
|
| 96 |
Sequent Planning LLC
0.07% of their portfolio |
OMAHA, NE |
5,5475.5k
$216.1k |
$216.1k |
0.07% |
New |
|
| 97 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
5,3825.4k
$209.6k |
$209.6k |
0.01% |
New |
|
| 98 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.07% of their portfolio |
WATERLOO, IA |
5,3395.3k
$208.0k |
$208.0k |
0.07% |
New |
|
| 99 |
Stonebridge Financial Group, LLC
0.02% of their portfolio |
Wormleysburg, PA |
5,2675.3k
$205.2k |
$205.2k |
0.02% |
Added
+3.1k |
+3,134 |
| 100 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
4,0454.0k
$157.6k |
$157.6k |
0.00% |
Reduced
-3.1k |
-3,058 |