| 1 |
Commonwealth Financial Services, LLC
5.75% of their portfolio |
VIENNA, WV |
866,349866.3k
$36.3m |
$36.3m |
5.75% |
Added
+761.2k |
+761,204 |
| 2 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
818,617818.6k
$34.3m |
$34.3m |
0.01% |
Added
+426.4k |
+426,438 |
| 3 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
452,039452.0k
$18.9m |
$18.9m |
0.03% |
Added
+112.0k |
+112,027 |
| 4 |
REAP Financial Group, LLC
3.61% of their portfolio |
AUSTIN, TX |
436,310436.3k
$18.3m |
$18.3m |
3.61% |
Reduced
-45.5k |
-45,473 |
| 5 |
Range Financial Group LLC
4.37% of their portfolio |
TIGARD, OR |
310,617310.6k
$13.0m |
$13.0m |
4.37% |
Added
+361 |
+361 |
| 6 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
304,235304.2k
$12.8m |
$12.8m |
0.01% |
Added
+75.2k |
+75,238 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
264,464264.5k
$11.1m |
$11.1m |
0.02% |
Added
+151.0k |
+150,999 |
| 8 |
First International Bank of Israel Ltd.
2.53% of their portfolio |
TEL AVIV, L3 |
205,000205.0k
$8.6m |
$8.6m |
2.53% |
Unchanged |
|
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
189,145189.1k
$7.9m |
$7.9m |
0.00% |
Added
+96.3k |
+96,349 |
| 10 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
177,562177.6k
$7.4m |
$7.4m |
0.03% |
Added
+110.9k |
+110,934 |
| 11 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
169,757169.8k
$7.1m |
$7.1m |
0.00% |
Added
+20.2k |
+20,191 |
| 12 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
131,495131.5k
$5.5m |
$5.5m |
0.01% |
Reduced
-6.4k |
-6,360 |
| 13 |
Stratos Wealth Advisors, LLC
0.28% of their portfolio |
BEACHWOOD, OH |
107,726107.7k
$4.5m |
$4.5m |
0.28% |
Added
+96.6k |
+96,582 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
106,467106.5k
$4.5m |
$4.5m |
0.01% |
Reduced
-2.3k |
-2,342 |
| 15 |
Americana Partners, LLC
0.11% of their portfolio |
Houston, TX |
99,88299.9k
$4.2m |
$4.2m |
0.11% |
New |
|
| 16 |
PRIVATE CLIENT SERVICES, LLC
1.17% of their portfolio |
LOUISVILLE, KY |
93,24893.2k
$3.9m |
$3.9m |
1.17% |
New |
|
| 17 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
86,10486.1k
$3.6m |
$3.6m |
0.00% |
Reduced
-23.7k |
-23,735 |
| 18 |
First Heartland Consultants, Inc.
0.27% of their portfolio |
LAKE ST. LOUIS, MO |
85,32885.3k
$3.6m |
$3.6m |
0.27% |
New |
|
| 19 |
Tanglewood Legacy Advisors, LLC
1.29% of their portfolio |
HOUSTON, TX |
84,83584.8k
$3.6m |
$3.6m |
1.29% |
Added
+14.4k |
+14,382 |
| 20 |
HBW ADVISORY SERVICES LLC
0.35% of their portfolio |
SIMI VALLEY, CA |
78,58478.6k
$3.3m |
$3.3m |
0.35% |
Added
+16.4k |
+16,380 |
| 21 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.79% of their portfolio |
WILLIAMSVILLE, NY |
68,83668.8k
$2.9m |
$2.9m |
0.79% |
New |
|
| 22 |
Anfield Capital Management, LLC
0.79% of their portfolio |
IRVINE, CA |
68,70268.7k
$2.9m |
$2.9m |
0.79% |
Reduced
-546 |
-546 |
| 23 |
Arax Advisory Partners
0.08% of their portfolio |
NEW YORK, NY |
64,17264.2k
$2.7m |
$2.7m |
0.08% |
New |
|
| 24 |
Wood Tarver Financial Group, LLC
0.58% of their portfolio |
BOISE, ID |
49,77049.8k
$2.1m |
$2.1m |
0.58% |
Added
+17.5k |
+17,536 |
| 25 |
Concurrent Investment Advisors, LLC
0.02% of their portfolio |
Tampa, FL |
49,37749.4k
$2.1m |
$2.1m |
0.02% |
Added
+44.1k |
+44,057 |
| 26 |
Midwest Financial Network, LLC
1.52% of their portfolio |
TINLEY PARK, IL |
45,60645.6k
$1.9m |
$1.9m |
1.52% |
Reduced
-15.0k |
-14,988 |
| 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
45,37445.4k
$1.9m |
$1.9m |
0.00% |
Added
+27.2k |
+27,231 |
| 28 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
39,53639.5k
$1.7m |
$1.7m |
0.00% |
Added
+6.7k |
+6,728 |
| 29 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
38,46138.5k
$1.6m |
$1.6m |
0.00% |
Added
+383 |
+383 |
| 30 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
36,90936.9k
$1.6m |
$1.6m |
0.09% |
Added
+5.0k |
+5,050 |
| 31 |
CORRADO ADVISORS, LLC
0.78% of their portfolio |
RAMSEY, NJ |
35,72035.7k
$1.5m |
$1.5m |
0.78% |
Reduced
-1.5k |
-1,487 |
| 32 |
LifeWealth Investments, LLC
0.44% of their portfolio |
WINTER GARDEN, FL |
35,29535.3k
$1.5m |
$1.5m |
0.44% |
Unchanged |
|
| 33 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
35,22335.2k
$1.5m |
$1.5m |
0.02% |
Added
+10.0k |
+10,025 |
| 34 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
33,65133.7k
$1.4m |
$1.4m |
0.00% |
Added
+28.0k |
+28,048 |
| 35 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
31,26931.3k
$399.8k |
$399.8k |
0.00% |
Added
+20.7k |
+20,676 |
| 36 |
Triumph Capital Management
0.26% of their portfolio |
DENVER, CO |
30,17230.2k
$1.3m |
$1.3m |
0.26% |
Added
+2.1k |
+2,096 |
| 37 |
Ignite Planners, LLC
0.19% of their portfolio |
SAN CLEMENTE, CA |
29,30029.3k
$1.2m |
$1.2m |
0.19% |
Added
+1.8k |
+1,810 |
| 38 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
29,09929.1k
$1.2m |
$1.2m |
0.00% |
Added
+21.3k |
+21,304 |
| 39 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
27,99928.0k
$1.2m |
$1.2m |
0.01% |
Added
+1.3k |
+1,267 |
| 40 |
Sequent Planning LLC
0.26% of their portfolio |
OMAHA, NE |
26,14326.1k
$1.1m |
$1.1m |
0.26% |
Added
+17.4k |
+17,352 |
| 41 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
25,27325.3k
$1.1m |
$1.1m |
0.02% |
Added
+3.3k |
+3,312 |
| 42 |
Sunbelt Securities, Inc.
0.07% of their portfolio |
HOUSTON, TX |
24,60324.6k
$1.0m |
$1.0m |
0.07% |
Reduced
-6.3k |
-6,330 |
| 43 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
24,04124.0k
$1.0m |
$1.0m |
0.00% |
Unchanged |
|
| 44 |
Diligent Investors, LLC
0.23% of their portfolio |
REDLANDS, CA |
22,45122.5k
$940.9k |
$940.9k |
0.23% |
New |
|
| 45 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
22,36222.4k
$937.2k |
$937.2k |
0.02% |
Added
+1.5k |
+1,483 |
| 46 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
22,35222.4k
$936.8k |
$936.8k |
0.01% |
Added
+16.8k |
+16,802 |
| 47 |
NorthCrest Asset Manangement, LLC
0.03% of their portfolio |
PLYMOUTH, MN |
21,77021.8k
$916.3k |
$916.3k |
0.03% |
Reduced
-7.3k |
-7,349 |
| 48 |
Pinnacle Financial Partners, Inc.
0.01% of their portfolio |
ATLANTA, GA |
21,30721.3k
$893.0k |
$893.0k |
0.01% |
Reduced
-5.2k |
-5,192 |
| 49 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
19,50519.5k
$817.5k |
$817.5k |
0.00% |
Reduced
-1.5k |
-1,500 |
| 50 |
Signal Advisors Wealth, LLC
0.05% of their portfolio |
DETROIT, MI |
18,51918.5k
$776.1k |
$776.1k |
0.05% |
Reduced
-1.1k |
-1,097 |
| 51 |
MILESTONE ASSET MANAGEMENT, LLC
0.13% of their portfolio |
PITTSBURGH, PA |
16,73916.7k
$701.5k |
$701.5k |
0.13% |
Reduced
-1.1k |
-1,135 |
| 52 |
Keystone Wealth Services, LLC
0.14% of their portfolio |
PALM DESERT, CA |
15,78615.8k
$661.6k |
$661.6k |
0.14% |
New |
|
| 53 |
LVZ, Inc.
0.07% of their portfolio |
Holland, MI |
15,68115.7k
$657.2k |
$657.2k |
0.07% |
Added
+9.6k |
+9,635 |
| 54 |
Keating Financial Advisory Services, Inc.
0.10% of their portfolio |
MANHATTAN, KS |
15,27115.3k
$640.0k |
$640.0k |
0.10% |
Added
+985 |
+985 |
| 55 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
14,52614.5k
$608.8k |
$608.8k |
0.00% |
New |
|
| 56 |
Jaffetilchin Investment Partners, LLC
0.03% of their portfolio |
TAMPA, FL |
14,00614.0k
$587.0k |
$587.0k |
0.03% |
Added
+6.9k |
+6,946 |
| 57 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
13,96914.0k
$585.4k |
$585.4k |
0.01% |
Reduced
-3.6k |
-3,567 |
| 58 |
Catalina Capital Group, LLC
0.34% of their portfolio |
Torrance, CA |
13,11513.1k
$549.6k |
$549.6k |
0.34% |
Unchanged |
|
| 59 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
12,78512.8k
$538.2k |
$538.2k |
0.01% |
Unchanged |
|
| 60 |
Quad-Cities Investment Group, LLC
0.21% of their portfolio |
DAVENPORT, IA |
12,58812.6k
$527.6k |
$527.6k |
0.21% |
Added
+6.9k |
+6,871 |
| 61 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.16% of their portfolio |
WATERLOO, IA |
12,38512.4k
$519.1k |
$519.1k |
0.16% |
Added
+3.6k |
+3,571 |
| 62 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
12,27712.3k
$514.5k |
$514.5k |
0.01% |
Added
+1.0k |
+1,017 |
| 63 |
Capital Analysts, LLC
0.01% of their portfolio |
FORT WASHINGTON, PA |
11,64211.6k
$488.0k |
$488.0k |
0.01% |
Reduced
-206 |
-206 |
| 64 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
11,60111.6k
$486.2k |
$486.2k |
0.00% |
Added
+1.7k |
+1,657 |
| 65 |
Kovack Advisors, Inc.
0.03% of their portfolio |
FT. LAUDERDALE, FL |
11,36311.4k
$477.2k |
$477.2k |
0.03% |
New |
|
| 66 |
CROSSPOINT FINANCIAL, LLC
1.20% of their portfolio |
TUSTIN, CA |
11,36011.4k
$476.1k |
$476.1k |
1.20% |
New |
|
| 67 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
11,16411.2k
$467.9k |
$467.9k |
0.02% |
Added
+3.6k |
+3,596 |
| 68 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
11,15411.2k
$467.5k |
$467.5k |
0.00% |
Added
+385 |
+385 |
| 69 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
11,06711.1k
$464.0k |
$464.0k |
0.00% |
Added
+8.0k |
+7,976 |
| 70 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
10,61510.6k
$444.9k |
$444.9k |
0.03% |
Added
+2.3k |
+2,335 |
| 71 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02% of their portfolio |
CEDAR RAPIDS, IA |
10,54010.5k
$441.7k |
$441.7k |
0.02% |
Unchanged |
|
| 72 |
Cornerstone Wealth, LLC/TN
0.23% of their portfolio |
GREENEVILLE, TN |
9,2359.2k
$405.7k |
$405.7k |
0.23% |
First filing |
|
| 73 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
9,0729.1k
$380.2k |
$380.2k |
0.03% |
New |
|
| 74 |
Noble Wealth Management PBC
0.19% of their portfolio |
GREENWOOD VILLAGE, CO |
8,9388.9k
$374.6k |
$374.6k |
0.19% |
Reduced
-1.1k |
-1,071 |
| 75 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,6878.7k
$364.1k |
$364.1k |
0.01% |
Reduced
-2.6k |
-2,552 |
| 76 |
Harvest Investment Services, LLC
0.07% of their portfolio |
Oakbrook Terrace, IL |
8,6168.6k
$361.1k |
$361.1k |
0.07% |
Unchanged |
|
| 77 |
Grantvest Financial Group LLC
0.23% of their portfolio |
MATAWAN, NJ |
8,5228.5k
$357.2k |
$357.2k |
0.23% |
Reduced
-216 |
-216 |
| 78 |
Integrity Financial Corp /WA
0.18% of their portfolio |
JACKSON, WY |
8,4978.5k
$356.1k |
$356.1k |
0.18% |
Added
+1.1k |
+1,066 |
| 79 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
8,3508.3k
$349.9k |
$349.9k |
0.00% |
Added
+413 |
+413 |
| 80 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
8,2458.2k
$345.5k |
$345.5k |
0.01% |
Unchanged |
|
| 81 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
7,9678.0k
$333.9k |
$333.9k |
0.00% |
Added
+2.0k |
+1,967 |
| 82 |
Synergy Asset Management, LLC
0.04% of their portfolio |
VANCOUVER, WA |
7,8697.9k
$329.8k |
$329.8k |
0.04% |
Reduced
-422 |
-422 |
| 83 |
Avidian Wealth Enterprises, LLC
0.01% of their portfolio |
Houston, TX |
7,5647.6k
$317.0k |
$317.0k |
0.01% |
Added
+1.2k |
+1,166 |
| 84 |
BCGM Wealth Management, LLC
0.07% of their portfolio |
LAFAYETTE, IN |
7,1077.1k
$297.9k |
$297.9k |
0.07% |
Unchanged |
|
| 85 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
7,0007.0k
$293.4k |
$293.4k |
0.00% |
Unchanged |
|
| 86 |
Summit Financial Wealth Advisors, LLC
0.04% of their portfolio |
Lafayette, LA |
6,9927.0k
$293.0k |
$293.0k |
0.04% |
New |
|
| 87 |
UPTICK PARTNERS, LLC
0.06% of their portfolio |
NACOGDOCHES, TX |
6,8506.8k
$287.1k |
$287.1k |
0.06% |
Added
+2.0k |
+1,959 |
| 88 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
6,7336.7k
$282.0k |
$282.0k |
0.00% |
New |
|
| 89 |
Archer Investment Corp
0.06% of their portfolio |
Carmel, IN |
6,2026.2k
$259.9k |
$259.9k |
0.06% |
Added
+5.4k |
+5,358 |
| 90 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
6,0336.0k
$252.8k |
$252.8k |
0.00% |
Added
+1.1k |
+1,139 |
| 91 |
Arkadios Wealth Advisors
0.00% of their portfolio |
ATLANTA, GA |
5,9485.9k
$249.3k |
$249.3k |
0.00% |
Added
+535 |
+535 |
| 92 |
Next Level Private LLC
0.05% of their portfolio |
HARRISON, NY |
5,7945.8k
$242.8k |
$242.8k |
0.05% |
New |
|
| 93 |
MBE Wealth Management, LLC
0.09% of their portfolio |
TOMAH, WI |
5,2055.2k
$218.1k |
$218.1k |
0.09% |
New |
|
| 94 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
4,9044.9k
$206.0k |
$206.0k |
0.01% |
Added
+512 |
+512 |
| 95 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.03% of their portfolio |
BLUE BELL, PA |
4,6004.6k
$192.8k |
$192.8k |
0.03% |
New |
|
| 96 |
Signature Equity Partners, LLC
0.10% of their portfolio |
COLUMBUS, OH |
4,5354.5k
$190.1k |
$190.1k |
0.10% |
Reduced
-6.9k |
-6,866 |
| 97 |
Benson Wealth Management INC
0.21% of their portfolio |
OOLTEWAH, TN, TN |
3,6433.6k
$152.7k |
$152.7k |
0.21% |
Unchanged |
|
| 98 |
LM Advisors LLC
0.35% of their portfolio |
SAN DIEGO, CA |
2,5962.6k
$61.9k |
$61.9k |
0.35% |
Reduced
-56 |
-56 |
| 99 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,5472.5k
$106.7k |
$106.7k |
0.00% |
Unchanged |
|
| 100 |
DHJJ Financial Advisors, Ltd.
0.03% of their portfolio |
NAPERVILLE, IL |
2,2552.3k
$94.5k |
$94.5k |
0.03% |
Added
+947 |
+947 |