| 1 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
670,809670.8k
$30.2m |
$30.2m |
0.01% |
Added
+481.7k |
+481,664 |
| 2 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
479,367479.4k
$21.6m |
$21.6m |
0.03% |
Added
+27.3k |
+27,328 |
| 3 |
REAP Financial Group, LLC
3.25% of their portfolio |
AUSTIN, TX |
423,037423.0k
$19.0m |
$19.0m |
3.25% |
Reduced
-13.3k |
-13,273 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
303,873303.9k
$13.7m |
$13.7m |
0.01% |
Reduced
-362 |
-362 |
| 5 |
Range Financial Group LLC
3.66% of their portfolio |
TIGARD, OR |
297,530297.5k
$13.4m |
$13.4m |
3.66% |
Reduced
-13.1k |
-13,087 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
296,910296.9k
$13.4m |
$13.4m |
0.00% |
Reduced
-521.7k |
-521,707 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
257,080257.1k
$11.6m |
$11.6m |
0.01% |
Reduced
-7.4k |
-7,384 |
| 8 |
First International Bank of Israel Ltd.
2.52% of their portfolio |
TEL AVIV, L3 |
205,000205.0k
$9.2m |
$9.2m |
2.52% |
Unchanged |
|
| 9 |
Commonwealth Financial Services, LLC
1.05% of their portfolio |
VIENNA, WV |
173,392173.4k
$7.8m |
$7.8m |
1.05% |
Reduced
-693.0k |
-692,957 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
163,293163.3k
$7.4m |
$7.4m |
0.00% |
Reduced
-6.5k |
-6,464 |
| 11 |
Schulz Wealth, LTD.
3.39% of their portfolio |
MANSFIELD, TX |
145,960146.0k
$6.6m |
$6.6m |
3.39% |
First filing |
|
| 12 |
Arax Advisory Partners
0.04% of their portfolio |
NEW YORK, NY |
129,046129.0k
$5.8m |
$5.8m |
0.04% |
Added
+64.9k |
+64,874 |
| 13 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
119,702119.7k
$5.4m |
$5.4m |
0.02% |
Reduced
-57.9k |
-57,860 |
| 14 |
Stratos Wealth Advisors, LLC
0.26% of their portfolio |
BEACHWOOD, OH |
107,086107.1k
$4.8m |
$4.8m |
0.26% |
Reduced
-640 |
-640 |
| 15 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
86,92686.9k
$3.9m |
$3.9m |
0.00% |
Added
+822 |
+822 |
| 16 |
Tanglewood Legacy Advisors, LLC
1.23% of their portfolio |
HOUSTON, TX |
84,70284.7k
$3.8m |
$3.8m |
1.23% |
Reduced
-133 |
-133 |
| 17 |
First Heartland Consultants, Inc.
0.25% of their portfolio |
LAKE ST. LOUIS, MO |
84,56984.6k
$3.8m |
$3.8m |
0.25% |
Reduced
-759 |
-759 |
| 18 |
HBW ADVISORY SERVICES LLC
0.31% of their portfolio |
SIMI VALLEY, CA |
76,52076.5k
$3.4m |
$3.4m |
0.31% |
Reduced
-2.1k |
-2,064 |
| 19 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.77% of their portfolio |
WILLIAMSVILLE, NY |
68,83668.8k
$3.1m |
$3.1m |
0.77% |
Unchanged |
|
| 20 |
Americana Partners, LLC
0.07% of their portfolio |
Houston, TX |
67,45667.5k
$3.0m |
$3.0m |
0.07% |
Reduced
-32.4k |
-32,426 |
| 21 |
LM Advisors LLC
0.32% of their portfolio |
SAN DIEGO, CA |
60,84160.8k
$2.7m |
$2.7m |
0.32% |
Added
+58.2k |
+58,245 |
| 22 |
Wood Tarver Financial Group, LLC
0.57% of their portfolio |
BOISE, ID |
53,93653.9k
$2.4m |
$2.4m |
0.57% |
Added
+4.2k |
+4,166 |
| 23 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
52,86652.9k
$2.4m |
$2.4m |
0.00% |
Added
+19.2k |
+19,215 |
| 24 |
Concurrent Investment Advisors, LLC
0.02% of their portfolio |
Tampa, FL |
49,50749.5k
$2.2m |
$2.2m |
0.02% |
Added
+130 |
+130 |
| 25 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
48,91448.9k
$2.2m |
$2.2m |
0.00% |
Reduced
-57.6k |
-57,553 |
| 26 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
44,44644.4k
$2.0m |
$2.0m |
0.00% |
Reduced
-87.0k |
-87,049 |
| 27 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
43,33143.3k
$2.0m |
$2.0m |
0.02% |
Added
+43.1k |
+43,083 |
| 28 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
39,23939.2k
$1.8m |
$1.8m |
0.00% |
Reduced
-297 |
-297 |
| 29 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
39,11939.1k
$1.8m |
$1.8m |
0.09% |
Added
+2.2k |
+2,210 |
| 30 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
37,86137.9k
$1.7m |
$1.7m |
0.00% |
Reduced
-600 |
-600 |
| 31 |
Midwest Financial Network, LLC
1.08% of their portfolio |
TINLEY PARK, IL |
35,23335.2k
$1.6m |
$1.6m |
1.08% |
Reduced
-10.4k |
-10,373 |
| 32 |
CORRADO ADVISORS, LLC
0.72% of their portfolio |
RAMSEY, NJ |
34,84834.8k
$1.6m |
$1.6m |
0.72% |
Reduced
-872 |
-872 |
| 33 |
LifeWealth Investments, LLC
0.42% of their portfolio |
WINTER GARDEN, FL |
34,82834.8k
$1.6m |
$1.6m |
0.42% |
Reduced
-467 |
-467 |
| 34 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
34,62334.6k
$1.6m |
$1.6m |
0.02% |
Reduced
-600 |
-600 |
| 35 |
Triumph Capital Management
0.25% of their portfolio |
DENVER, CO |
30,32830.3k
$1.4m |
$1.4m |
0.25% |
Added
+156 |
+156 |
| 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
28,72928.7k
$484.3k |
$484.3k |
0.00% |
Reduced
-2.5k |
-2,540 |
| 37 |
Ignite Planners, LLC
0.17% of their portfolio |
SAN CLEMENTE, CA |
27,89027.9k
$1.3m |
$1.3m |
0.17% |
Reduced
-1.4k |
-1,410 |
| 38 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
27,29927.3k
$1.2m |
$1.2m |
0.01% |
Reduced
-700 |
-700 |
| 39 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
25,35025.4k
$1.1m |
$1.1m |
0.02% |
Added
+77 |
+77 |
| 40 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
24,04124.0k
$1.1m |
$1.1m |
0.00% |
Unchanged |
|
| 41 |
Diligent Investors, LLC
0.23% of their portfolio |
REDLANDS, CA |
22,45122.5k
$1.0m |
$1.0m |
0.23% |
Unchanged |
|
| 42 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
21,19521.2k
$954.3k |
$954.3k |
0.01% |
Reduced
-1.2k |
-1,157 |
| 43 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
20,40520.4k
$918.7k |
$918.7k |
0.00% |
Added
+900 |
+900 |
| 44 |
Pinnacle Financial Partners, Inc.
0.01% of their portfolio |
ATLANTA, GA |
20,34820.3k
$916.1k |
$916.1k |
0.01% |
Reduced
-959 |
-959 |
| 45 |
Sequent Planning LLC
0.19% of their portfolio |
OMAHA, NE |
20,04020.0k
$902.3k |
$902.3k |
0.19% |
Reduced
-6.1k |
-6,103 |
| 46 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
19,93719.9k
$897.6k |
$897.6k |
0.02% |
Reduced
-2.4k |
-2,425 |
| 47 |
Harvest Investment Services, LLC
0.13% of their portfolio |
Oakbrook Terrace, IL |
19,29819.3k
$868.9k |
$868.9k |
0.13% |
Added
+10.7k |
+10,682 |
| 48 |
NorthCrest Asset Manangement, LLC
0.02% of their portfolio |
PLYMOUTH, MN |
18,06618.1k
$815.7k |
$815.7k |
0.02% |
Reduced
-3.7k |
-3,704 |
| 49 |
Signal Advisors Wealth, LLC
0.04% of their portfolio |
DETROIT, MI |
17,66217.7k
$795.2k |
$795.2k |
0.04% |
Reduced
-857 |
-857 |
| 50 |
MILESTONE ASSET MANAGEMENT, LLC
0.12% of their portfolio |
PITTSBURGH, PA |
16,73716.7k
$753.6k |
$753.6k |
0.12% |
Reduced
-2 |
-2 |
| 51 |
Keystone Wealth Services, LLC
0.13% of their portfolio |
PALM DESERT, CA |
15,78615.8k
$710.7k |
$710.7k |
0.13% |
Unchanged |
|
| 52 |
LVZ, Inc.
0.07% of their portfolio |
Holland, MI |
15,68115.7k
$706.0k |
$706.0k |
0.07% |
Unchanged |
|
| 53 |
Keating Financial Advisory Services, Inc.
0.09% of their portfolio |
MANHATTAN, KS |
15,23715.2k
$686.0k |
$686.0k |
0.09% |
Reduced
-34 |
-34 |
| 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
14,68114.7k
$661.0k |
$661.0k |
0.00% |
Reduced
-30.7k |
-30,693 |
| 55 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
13,86013.9k
$624.0k |
$624.0k |
0.01% |
New |
|
| 56 |
FIDUCIARY FINANCIAL ADVISORS
0.06% of their portfolio |
GRAND RAPIDS, MI |
13,17613.2k
$593.2k |
$593.2k |
0.06% |
New |
|
| 57 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
12,82012.8k
$577.2k |
$577.2k |
0.00% |
Reduced
-1.7k |
-1,706 |
| 58 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
12,78512.8k
$575.6k |
$575.6k |
0.01% |
Unchanged |
|
| 59 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.16% of their portfolio |
WATERLOO, IA |
12,36912.4k
$556.9k |
$556.9k |
0.16% |
Reduced
-16 |
-16 |
| 60 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
12,27712.3k
$552.8k |
$552.8k |
0.01% |
Unchanged |
|
| 61 |
Capital Analysts, LLC
0.01% of their portfolio |
FORT WASHINGTON, PA |
11,64211.6k
$524.0k |
$524.0k |
0.01% |
Unchanged |
|
| 62 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
11,47511.5k
$516.0k |
$516.0k |
0.00% |
New |
|
| 63 |
CROSSPOINT FINANCIAL, LLC
1.17% of their portfolio |
TUSTIN, CA |
11,36011.4k
$511.5k |
$511.5k |
1.17% |
Unchanged |
|
| 64 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
11,16411.2k
$502.6k |
$502.6k |
0.02% |
Unchanged |
|
| 65 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
11,15411.2k
$502.2k |
$502.2k |
0.00% |
Unchanged |
|
| 66 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
11,06711.1k
$498.0k |
$498.0k |
0.00% |
Unchanged |
|
| 67 |
Archer Investment Corp
0.05% of their portfolio |
Carmel, IN |
10,96611.0k
$493.7k |
$493.7k |
0.05% |
Added
+4.8k |
+4,764 |
| 68 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
10,92110.9k
$491.7k |
$491.7k |
0.03% |
Added
+306 |
+306 |
| 69 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02% of their portfolio |
CEDAR RAPIDS, IA |
10,36010.4k
$466.4k |
$466.4k |
0.02% |
Reduced
-180 |
-180 |
| 70 |
Synergy Asset Management, LLC
0.04% of their portfolio |
VANCOUVER, WA |
10,17710.2k
$458.2k |
$458.2k |
0.04% |
Added
+2.3k |
+2,308 |
| 71 |
Quad-Cities Investment Group, LLC
0.16% of their portfolio |
DAVENPORT, IA |
9,8079.8k
$441.5k |
$441.5k |
0.16% |
Reduced
-2.8k |
-2,781 |
| 72 |
Cornerstone Wealth, LLC/TN
0.21% of their portfolio |
GREENEVILLE, TN |
9,2359.2k
$418.3k |
$418.3k |
0.21% |
Unchanged |
|
| 73 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
9,0729.1k
$408.5k |
$408.5k |
0.03% |
Unchanged |
|
| 74 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,8418.8k
$398.1k |
$398.1k |
0.01% |
Added
+154 |
+154 |
| 75 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
8,7358.7k
$393.3k |
$393.3k |
0.00% |
Added
+385 |
+385 |
| 76 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
8,2818.3k
$371.4k |
$371.4k |
0.00% |
Added
+7.4k |
+7,376 |
| 77 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
8,2458.2k
$371.2k |
$371.2k |
0.01% |
Unchanged |
|
| 78 |
Integrity Financial Corp /WA
0.18% of their portfolio |
JACKSON, WY |
8,2368.2k
$370.8k |
$370.8k |
0.18% |
Reduced
-261 |
-261 |
| 79 |
Grantvest Financial Group LLC
0.21% of their portfolio |
MATAWAN, NJ |
8,0578.1k
$362.8k |
$362.8k |
0.21% |
Reduced
-465 |
-465 |
| 80 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
7,9678.0k
$358.7k |
$358.7k |
0.00% |
Unchanged |
|
| 81 |
Kestra Investment Management, LLC
0.01% of their portfolio |
AUSTIN, TX |
7,7857.8k
$350.5k |
$350.5k |
0.01% |
New |
|
| 82 |
Avidian Wealth Enterprises, LLC
0.01% of their portfolio |
Houston, TX |
7,5647.6k
$340.6k |
$340.6k |
0.01% |
Unchanged |
|
| 83 |
BCGM Wealth Management, LLC
0.07% of their portfolio |
LAFAYETTE, IN |
7,1077.1k
$320.0k |
$320.0k |
0.07% |
Unchanged |
|
| 84 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
7,0007.0k
$315.2k |
$315.2k |
0.00% |
Unchanged |
|
| 85 |
UPTICK PARTNERS, LLC
0.05% of their portfolio |
NACOGDOCHES, TX |
6,8366.8k
$307.8k |
$307.8k |
0.05% |
Reduced
-14 |
-14 |
| 86 |
Summit Financial Wealth Advisors, LLC
0.04% of their portfolio |
Lafayette, LA |
6,7926.8k
$305.8k |
$305.8k |
0.04% |
Reduced
-200 |
-200 |
| 87 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
6,7506.8k
$303.9k |
$303.9k |
0.00% |
First filing |
|
| 88 |
Noble Wealth Management PBC
0.14% of their portfolio |
GREENWOOD VILLAGE, CO |
6,5846.6k
$296.4k |
$296.4k |
0.14% |
Reduced
-2.4k |
-2,354 |
| 89 |
TOUNJIAN ADVISORY PARTNERS, LLC
0.12% of their portfolio |
FORT MYERS, FL |
6,1366.1k
$276.3k |
$276.3k |
0.12% |
New |
|
| 90 |
Arkadios Wealth Advisors
0.00% of their portfolio |
ATLANTA, GA |
5,9485.9k
$267.8k |
$267.8k |
0.00% |
Unchanged |
|
| 91 |
Kovack Advisors, Inc.
0.01% of their portfolio |
FT. LAUDERDALE, FL |
5,9095.9k
$265.7k |
$265.7k |
0.01% |
Reduced
-5.5k |
-5,454 |
| 92 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
5,6175.6k
$252.9k |
$252.9k |
0.00% |
Reduced
-6.0k |
-5,984 |
| 93 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
5,2685.3k
$237.1k |
$237.1k |
0.00% |
Reduced
-1.5k |
-1,465 |
| 94 |
MBE Wealth Management, LLC
0.08% of their portfolio |
TOMAH, WI |
5,2055.2k
$234.3k |
$234.3k |
0.08% |
Unchanged |
|
| 95 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
4,9044.9k
$221.0k |
$221.0k |
0.01% |
Unchanged |
|
| 96 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
4,8454.8k
$218.0k |
$218.0k |
0.01% |
New |
|
| 97 |
FWG Investments, LLC.
0.11% of their portfolio |
LEXINGTON, KY |
4,6374.6k
$208.8k |
$208.8k |
0.11% |
New |
|
| 98 |
NWF Advisory Services Inc.
0.02% of their portfolio |
Los Angeles, CA |
4,6004.6k
$207.1k |
$207.1k |
0.02% |
New |
|
| 99 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
4,5904.6k
$206.7k |
$206.7k |
0.00% |
New |
|
| 100 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.03% of their portfolio |
BLUE BELL, PA |
4,5804.6k
$206.2k |
$206.2k |
0.03% |
Reduced
-20 |
-20 |