| 1 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
883,100883.1k
$36.8m |
$36.8m |
0.01% |
Added
+78.0k |
+78,012 |
| 2 |
First International Bank of Israel Ltd.
5.88% of their portfolio |
TEL AVIV, L3 |
480,000480.0k
$20.0m |
$20.0m |
5.88% |
New |
|
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
349,553349.6k
$14.6m |
$14.6m |
0.02% |
Added
+2.5k |
+2,495 |
| 4 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
265,991266.0k
$11.1m |
$11.1m |
0.02% |
Added
+21.7k |
+21,701 |
| 5 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
219,836219.8k
$9.2m |
$9.2m |
0.03% |
Added
+28.8k |
+28,799 |
| 6 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
179,080179.1k
$7.5m |
$7.5m |
0.01% |
Reduced
-53.2k |
-53,242 |
| 7 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
167,238167.2k
$7.0m |
$7.0m |
0.00% |
Added
+75.9k |
+75,854 |
| 8 |
Wood Tarver Financial Group, LLC
1.60% of their portfolio |
BOISE, ID |
138,743138.7k
$5.8m |
$5.8m |
1.60% |
Added
+546 |
+546 |
| 9 |
Bull Harbor Capital LLC
1.53% of their portfolio |
BETHESDA, MD |
137,313137.3k
$5.7m |
$5.7m |
1.53% |
First filing |
|
| 10 |
CITY HOLDING CO
0.68% of their portfolio |
CHARLESTON, WV |
131,350131.3k
$5.5m |
$5.5m |
0.68% |
Unchanged |
|
| 11 |
AssuredPartners Investment Advisors, LLC
0.59% of their portfolio |
Tampa, FL |
128,059128.1k
$5.4m |
$5.4m |
0.59% |
Unchanged |
|
| 12 |
FOUNDERS FINANCIAL SECURITIES LLC
0.30% of their portfolio |
TOWSON, MD |
127,381127.4k
$5.3m |
$5.3m |
0.30% |
Added
+14.9k |
+14,930 |
| 13 |
Bouchey Financial Group, Ltd.
0.33% of their portfolio |
TROY, NY |
105,076105.1k
$4.5m |
$4.5m |
0.33% |
Reduced
-9.4k |
-9,423 |
| 14 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
91,81491.8k
$3.8m |
$3.8m |
0.00% |
Reduced
-125.7k |
-125,667 |
| 15 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
91,58891.6k
$3.8m |
$3.8m |
0.01% |
Added
+32.1k |
+32,089 |
| 16 |
Sunbelt Securities, Inc.
0.18% of their portfolio |
HOUSTON, TX |
67,02267.0k
$2.8m |
$2.8m |
0.18% |
Reduced
-23.8k |
-23,832 |
| 17 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
66,57666.6k
$2.8m |
$2.8m |
0.01% |
Reduced
-16.8k |
-16,824 |
| 18 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
61,95162.0k
$2.6m |
$2.6m |
0.01% |
Reduced
-646 |
-646 |
| 19 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
59,87159.9k
$2.5m |
$2.5m |
0.01% |
Reduced
-88.6k |
-88,604 |
| 20 |
UPTICK PARTNERS, LLC
0.37% of their portfolio |
NACOGDOCHES, TX |
44,89344.9k
$1.9m |
$1.9m |
0.37% |
Reduced
-2.1k |
-2,110 |
| 21 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
42,77042.8k
$1.8m |
$1.8m |
0.03% |
Added
+1.9k |
+1,908 |
| 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
41,75441.8k
$1.7m |
$1.7m |
0.00% |
Added
+36.2k |
+36,245 |
| 23 |
Anfield Capital Management, LLC
0.46% of their portfolio |
IRVINE, CA |
40,39340.4k
$1.7m |
$1.7m |
0.46% |
Reduced
-243 |
-243 |
| 24 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
37,50237.5k
$1.6m |
$1.6m |
0.00% |
Added
+398 |
+398 |
| 25 |
Keystone Wealth Services, LLC
0.33% of their portfolio |
PALM DESERT, CA |
37,21537.2k
$1.6m |
$1.6m |
0.33% |
New |
|
| 26 |
REAP Financial Group, LLC
0.28% of their portfolio |
AUSTIN, TX |
33,68433.7k
$1.4m |
$1.4m |
0.28% |
Reduced
-8.0k |
-8,049 |
| 27 |
Chris Bulman Inc
0.51% of their portfolio |
ROSEVILLE, CA |
28,11328.1k
$1.2m |
$1.2m |
0.51% |
Added
+12.5k |
+12,490 |
| 28 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
27,48127.5k
$1.1m |
$1.1m |
0.02% |
Added
+566 |
+566 |
| 29 |
Tanglewood Legacy Advisors, LLC
0.40% of their portfolio |
HOUSTON, TX |
26,43026.4k
$1.1m |
$1.1m |
0.40% |
Added
+7.9k |
+7,895 |
| 30 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
26,35426.4k
$1.1m |
$1.1m |
0.01% |
Added
+7.2k |
+7,223 |
| 31 |
Ignite Planners, LLC
0.16% of their portfolio |
SAN CLEMENTE, CA |
24,88324.9k
$1.0m |
$1.0m |
0.16% |
Unchanged |
|
| 32 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
24,86124.9k
$1.0m |
$1.0m |
0.00% |
Reduced
-911 |
-911 |
| 33 |
Capital Investment Advisory Services, LLC
0.07% of their portfolio |
RALEIGH, NC |
23,09423.1k
$962.8k |
$962.8k |
0.07% |
Added
+22.4k |
+22,354 |
| 34 |
Madrona Financial Services, LLC
0.21% of their portfolio |
EVERETT, WA |
22,97923.0k
$958.0k |
$958.0k |
0.21% |
Added
+6.9k |
+6,940 |
| 35 |
Diligent Investors, LLC
0.24% of their portfolio |
REDLANDS, CA |
22,91922.9k
$955.5k |
$955.5k |
0.24% |
Added
+1.0k |
+1,036 |
| 36 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
19,72119.7k
$822.2k |
$822.2k |
0.01% |
Reduced
-320 |
-320 |
| 37 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
18,60518.6k
$775.6k |
$775.6k |
0.01% |
New |
|
| 38 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
18,52718.5k
$772.4k |
$772.4k |
0.01% |
Added
+12.9k |
+12,907 |
| 39 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
18,46018.5k
$769.6k |
$769.6k |
0.00% |
Unchanged |
|
| 40 |
Kovack Advisors, Inc.
0.04% of their portfolio |
FT. LAUDERDALE, FL |
17,89517.9k
$749.3k |
$749.3k |
0.04% |
Added
+1.6k |
+1,595 |
| 41 |
Range Financial Group LLC
0.24% of their portfolio |
TIGARD, OR |
17,43017.4k
$726.7k |
$726.7k |
0.24% |
Added
+896 |
+896 |
| 42 |
Alesco Advisors, LLC, An ESL Co
0.02% of their portfolio |
Pittsford, NY |
15,73715.7k
$656.1k |
$656.1k |
0.02% |
Unchanged |
|
| 43 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
15,17415.2k
$632.6k |
$632.6k |
0.01% |
Added
+5.0k |
+4,976 |
| 44 |
HBW ADVISORY SERVICES LLC
0.06% of their portfolio |
SIMI VALLEY, CA |
14,73214.7k
$614.2k |
$614.2k |
0.06% |
New |
|
| 45 |
INSIGNEO ADVISORY SERVICES, LLC
0.04% of their portfolio |
MIAMI, FL |
14,70414.7k
$613.0k |
$613.0k |
0.04% |
Reduced
-1.3k |
-1,256 |
| 46 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
14,45014.4k
$161.3k |
$161.3k |
0.00% |
Added
+8.2k |
+8,191 |
| 47 |
BFI Wealth Solutions, LLC
0.56% of their portfolio |
DALLAS, TX |
13,90013.9k
$583.5k |
$583.5k |
0.56% |
Added
+35 |
+35 |
| 48 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
13,86313.9k
$578.0k |
$578.0k |
0.03% |
Added
+1.5k |
+1,514 |
| 49 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
12,92112.9k
$538.7k |
$538.7k |
0.00% |
Reduced
-800 |
-800 |
| 50 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
12,89912.9k
$537.8k |
$537.8k |
0.02% |
Reduced
-78 |
-78 |
| 51 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
12,72912.7k
$530.7k |
$530.7k |
0.00% |
Added
+585 |
+585 |
| 52 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
11,85811.9k
$486.8k |
$486.8k |
0.00% |
Added
+9.9k |
+9,917 |
| 53 |
STEPHENS INC /AR/
0.01% of their portfolio |
LITTLE ROCK, AR |
11,82111.8k
$492.8k |
$492.8k |
0.01% |
Unchanged |
|
| 54 |
Signature Equity Partners, LLC
0.26% of their portfolio |
COLUMBUS, OH |
11,73311.7k
$489.1k |
$489.1k |
0.26% |
Added
+11.3k |
+11,331 |
| 55 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
10,60210.6k
$444.6k |
$444.6k |
0.01% |
Added
+180 |
+180 |
| 56 |
PKS Advisory Services, LLC
0.10% of their portfolio |
ALBANY, NY |
10,37510.4k
$432.5k |
$432.5k |
0.10% |
Added
+2.9k |
+2,937 |
| 57 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
10,31310.3k
$429.9k |
$429.9k |
0.01% |
Reduced
-11.9k |
-11,868 |
| 58 |
M Holdings Securities, Inc.
0.03% of their portfolio |
PORTLAND, OR |
10,00010.0k
$417.0k |
$417.0k |
0.03% |
New |
|
| 59 |
MBL Wealth, LLC
0.03% of their portfolio |
CHARLOTTE, NC |
10,00010.0k
$416.9k |
$416.9k |
0.03% |
Unchanged |
|
| 60 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
9,99110.0k
$416.5k |
$416.5k |
0.00% |
Unchanged |
|
| 61 |
Arax Advisory Partners
0.01% of their portfolio |
NEW YORK, NY |
9,8259.8k
$409.6k |
$409.6k |
0.01% |
New |
|
| 62 |
LVZ, Inc.
0.05% of their portfolio |
Holland, MI |
9,5139.5k
$396.6k |
$396.6k |
0.05% |
Unchanged |
|
| 63 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
9,3009.3k
$387.7k |
$387.7k |
0.01% |
New |
|
| 64 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,1639.2k
$382.0k |
$382.0k |
0.01% |
Added
+91 |
+91 |
| 65 |
CARY STREET PARTNERS FINANCIAL LLC
0.01% of their portfolio |
RICHMOND, VA |
8,8408.8k
$368.5k |
$368.5k |
0.01% |
Added
+1.0k |
+1,000 |
| 66 |
Noble Wealth Management PBC
0.19% of their portfolio |
GREENWOOD VILLAGE, CO |
8,7478.7k
$364.7k |
$364.7k |
0.19% |
Reduced
-2.3k |
-2,313 |
| 67 |
HFG Wealth Management, LLC
0.19% of their portfolio |
The Woodlands, TX |
8,4478.4k
$352.2k |
$352.2k |
0.19% |
Unchanged |
|
| 68 |
SAGESPRING WEALTH PARTNERS, LLC
0.01% of their portfolio |
FRANKLIN, TN |
7,6857.7k
$320.4k |
$320.4k |
0.01% |
Unchanged |
|
| 69 |
DHJJ Financial Advisors, Ltd.
0.11% of their portfolio |
NAPERVILLE, IL |
7,6607.7k
$319.3k |
$319.3k |
0.11% |
Unchanged |
|
| 70 |
Corus Family Wealth Advisors
0.26% of their portfolio |
MCKINNEY, TX |
7,6197.6k
$317.6k |
$317.6k |
0.26% |
Reduced
-9.8k |
-9,824 |
| 71 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.10% of their portfolio |
WATERLOO, IA |
7,5177.5k
$313.4k |
$313.4k |
0.10% |
New |
|
| 72 |
Koshinski Asset Management, Inc.
0.02% of their portfolio |
DECATUR, IL |
7,4067.4k
$308.8k |
$308.8k |
0.02% |
Reduced
-1.8k |
-1,754 |
| 73 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
7,2057.2k
$300.4k |
$300.4k |
0.00% |
Unchanged |
|
| 74 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
7,2007.2k
$300.2k |
$300.2k |
0.00% |
Unchanged |
|
| 75 |
Archer Investment Corp
0.06% of their portfolio |
Carmel, IN |
7,1847.2k
$299.5k |
$299.5k |
0.06% |
Added
+1.9k |
+1,927 |
| 76 |
LEGACY SOLUTIONS, LLC
0.28% of their portfolio |
KENNETT SQUARE, PA |
7,1777.2k
$299.2k |
$299.2k |
0.28% |
Unchanged |
|
| 77 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
7,0287.0k
$293.0k |
$293.0k |
0.00% |
New |
|
| 78 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
7,0227.0k
$292.7k |
$292.7k |
0.01% |
New |
|
| 79 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
6,9106.9k
$288.1k |
$288.1k |
0.00% |
Unchanged |
|
| 80 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
6,8436.8k
$285.3k |
$285.3k |
0.01% |
Added
+200 |
+200 |
| 81 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
6,8216.8k
$284.4k |
$284.4k |
0.00% |
New |
|
| 82 |
AdvisorNet Financial, Inc
0.01% of their portfolio |
MINNETONKA, MN |
6,8066.8k
$283.7k |
$283.7k |
0.01% |
Unchanged |
|
| 83 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
SANDY, UT |
6,7046.7k
$290.9k |
$290.9k |
0.01% |
New |
|
| 84 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
6,4346.4k
$268.2k |
$268.2k |
0.00% |
Unchanged |
|
| 85 |
Keating Financial Advisory Services, Inc.
0.04% of their portfolio |
MANHATTAN, KS |
6,3076.3k
$262.9k |
$262.9k |
0.04% |
Added
+365 |
+365 |
| 86 |
Vestmark Advisory Solutions, Inc.
0.00% of their portfolio |
Wakefield, MA |
6,2266.2k
$259.6k |
$259.6k |
0.00% |
Reduced
-1.4k |
-1,420 |
| 87 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.01% of their portfolio |
DENVER, CO |
6,2266.2k
$259.6k |
$259.6k |
0.01% |
Reduced
-1.4k |
-1,420 |
| 88 |
Sequent Planning LLC
0.06% of their portfolio |
OMAHA, NE |
5,9836.0k
$249.4k |
$249.4k |
0.06% |
Added
+271 |
+271 |
| 89 |
RiverTree Advisors, LLC
0.16% of their portfolio |
WINTER PARK, FL |
5,9015.9k
$246.0k |
$246.0k |
0.16% |
New |
|
| 90 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
5,7295.7k
$239.0k |
$239.0k |
0.00% |
Reduced
-1.7k |
-1,747 |
| 91 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
5,6665.7k
$236.2k |
$236.2k |
0.01% |
Unchanged |
|
| 92 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
5,5195.5k
$230.1k |
$230.1k |
0.01% |
Unchanged |
|
| 93 |
Grantvest Financial Group LLC
0.14% of their portfolio |
MATAWAN, NJ |
5,2535.3k
$219.0k |
$219.0k |
0.14% |
Reduced
-1.7k |
-1,740 |
| 94 |
BostonPremier Wealth LLC
0.11% of their portfolio |
HANOVER, MA |
4,9194.9k
$205.1k |
$205.1k |
0.11% |
Unchanged |
|
| 95 |
Stratos Wealth Advisors, LLC
0.01% of their portfolio |
BEACHWOOD, OH |
4,9184.9k
$205.1k |
$205.1k |
0.01% |
New |
|
| 96 |
Triad Wealth Partners, LLC
0.02% of their portfolio |
LAWRENCE, KS |
4,9144.9k
$204.9k |
$204.9k |
0.02% |
Reduced
-1.1k |
-1,125 |
| 97 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,5934.6k
$191.5k |
$191.5k |
0.00% |
Reduced
-302 |
-302 |
| 98 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
4,4954.5k
$187.4k |
$187.4k |
0.00% |
Reduced
-1.4k |
-1,399 |
| 99 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02% of their portfolio |
BLUE BELL, PA |
3,4893.5k
$145.5k |
$145.5k |
0.02% |
Added
+2.0k |
+1,994 |
| 100 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
3,3953.4k
$141.5k |
$141.5k |
0.00% |
Unchanged |
|