| 1 |
TRUIST FINANCIAL CORP
0.08% of their portfolio |
CHARLOTTE, NC |
1,242,6121.2m
$55.7m |
$55.7m |
0.08% |
Added
+1.2m |
+1,194,274 |
| 2 |
Outlook Wealth Advisors, LLC
4.29% of their portfolio |
SHENANDOAH, TX |
371,653371.7k
$16.7m |
$16.7m |
4.29% |
Added
+8.6k |
+8,575 |
| 3 |
STEPHENS INC /AR/
0.20% of their portfolio |
LITTLE ROCK, AR |
328,014328.0k
$14.7m |
$14.7m |
0.20% |
Added
+192.1k |
+192,149 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
260,316260.3k
$11.7m |
$11.7m |
0.00% |
Reduced
-3.3k |
-3,253 |
| 5 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
222,233222.2k
$10.0m |
$10.0m |
0.00% |
Added
+19.7k |
+19,729 |
| 6 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
205,324205.3k
$9.2m |
$9.2m |
0.02% |
Added
+50.8k |
+50,768 |
| 7 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
176,297176.3k
$7.9m |
$7.9m |
0.01% |
Reduced
-14.6k |
-14,612 |
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
154,455154.5k
$6.9m |
$6.9m |
0.01% |
Added
+21.1k |
+21,138 |
| 9 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
131,297131.3k
$5.8m |
$5.8m |
0.01% |
Added
+22.6k |
+22,626 |
| 10 |
Keystone Wealth Services, LLC
1.37% of their portfolio |
PALM DESERT, CA |
126,502126.5k
$5.7m |
$5.7m |
1.37% |
Added
+4.6k |
+4,601 |
| 11 |
Bison Wealth, LLC
0.45% of their portfolio |
ATLANTA, GA |
125,890125.9k
$5.6m |
$5.6m |
0.45% |
Added
+7.7k |
+7,670 |
| 12 |
REAP Financial Group, LLC
1.28% of their portfolio |
AUSTIN, TX |
121,610121.6k
$5.5m |
$5.5m |
1.28% |
Added
+12.8k |
+12,795 |
| 13 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
118,166118.2k
$5.3m |
$5.3m |
0.00% |
Added
+67.9k |
+67,859 |
| 14 |
OPPENHEIMER & CO INC
0.07% of their portfolio |
NEW YORK, NY |
115,269115.3k
$5.2m |
$5.2m |
0.07% |
Added
+484 |
+484 |
| 15 |
HARBOUR INVESTMENTS, INC.
0.13% of their portfolio |
MADISON, WI |
112,928112.9k
$5.1m |
$5.1m |
0.13% |
Added
+33.7k |
+33,678 |
| 16 |
CWM, LLC
0.02% of their portfolio |
OMAHA, NE |
102,456102.5k
$4.6m |
$4.6m |
0.02% |
Added
+9.1k |
+9,075 |
| 17 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.76% of their portfolio |
BLUE BELL, PA |
101,039101.0k
$4.5m |
$4.5m |
0.76% |
Added
+2.2k |
+2,171 |
| 18 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
99,61799.6k
$4.5m |
$4.5m |
0.02% |
Added
+8.3k |
+8,273 |
| 19 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
96,29096.3k
$4.3m |
$4.3m |
0.00% |
Added
+30.5k |
+30,452 |
| 20 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
94,46094.5k
$4.2m |
$4.2m |
0.01% |
Reduced
-49.7k |
-49,714 |
| 21 |
NewEdge Advisors, LLC
0.02% of their portfolio |
NEW ORLEANS, LA |
88,15488.2k
$4.0m |
$4.0m |
0.02% |
Reduced
-3.2k |
-3,216 |
| 22 |
Clear Creek Financial Management, LLC
0.36% of their portfolio |
SILVERDALE, WA |
84,49684.5k
$3.8m |
$3.8m |
0.36% |
Added
+71.9k |
+71,869 |
| 23 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
75,02975.0k
$3.4m |
$3.4m |
0.01% |
Added
+30.2k |
+30,206 |
| 24 |
Integrity Financial Corp /WA
1.31% of their portfolio |
JACKSON, WY |
57,12757.1k
$2.6m |
$2.6m |
1.31% |
Added
+6.5k |
+6,471 |
| 25 |
Faithward Advisors, LLC
0.38% of their portfolio |
LANCASTER, PA |
54,81954.8k
$2.5m |
$2.5m |
0.38% |
Added
+44.6k |
+44,640 |
| 26 |
Main Street Financial Solutions, LLC
0.15% of their portfolio |
NEWTOWN, PA |
47,47247.5k
$2.1m |
$2.1m |
0.15% |
Unchanged |
|
| 27 |
MBL Wealth, LLC
0.20% of their portfolio |
CHARLOTTE, NC |
47,21047.2k
$2.1m |
$2.1m |
0.20% |
Reduced
-19.3k |
-19,310 |
| 28 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
46,70646.7k
$2.1m |
$2.1m |
0.00% |
Added
+23.0k |
+23,011 |
| 29 |
StoneX Group Inc.
0.09% of their portfolio |
NEW YORK, NY |
39,53839.5k
$1.8m |
$1.8m |
0.09% |
Added
+3.5k |
+3,535 |
| 30 |
Schulz Wealth, LTD.
1.28% of their portfolio |
MANSFIELD, TX |
38,10538.1k
$1.7m |
$1.7m |
1.28% |
Unchanged |
|
| 31 |
1ST SOURCE BANK
0.08% of their portfolio |
SOUTH BEND, IN |
33,21933.2k
$1.5m |
$1.5m |
0.08% |
Reduced
-694 |
-694 |
| 32 |
Sloy Dahl & Holst, LLC
0.21% of their portfolio |
Vancouver, WA |
33,00033.0k
$1.5m |
$1.5m |
0.21% |
Unchanged |
|
| 33 |
FWG Investments, LLC.
1.08% of their portfolio |
LEXINGTON, KY |
31,73431.7k
$1.4m |
$1.4m |
1.08% |
Added
+12.3k |
+12,298 |
| 34 |
RiverTree Advisors, LLC
0.91% of their portfolio |
WINTER PARK, FL |
30,37230.4k
$1.4m |
$1.4m |
0.91% |
Reduced
-1.5k |
-1,488 |
| 35 |
Harvest Investment Services, LLC
0.29% of their portfolio |
Oakbrook Terrace, IL |
29,37029.4k
$1.3m |
$1.3m |
0.29% |
Added
+7.6k |
+7,583 |
| 36 |
1776 Wealth LLC
0.51% of their portfolio |
ATLANTA, GA |
27,76527.8k
$1.2m |
$1.2m |
0.51% |
Reduced
-88 |
-88 |
| 37 |
McKinley Carter Wealth Services, Inc.
0.07% of their portfolio |
WHEELING, WV |
26,72726.7k
$1.2m |
$1.2m |
0.07% |
Unchanged |
|
| 38 |
Paragon Private Wealth Management, LLC
0.47% of their portfolio |
LEXINGTON, KY |
26,36526.4k
$1.2m |
$1.2m |
0.47% |
Reduced
-4.5k |
-4,494 |
| 39 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
22,91522.9k
$1.0m |
$1.0m |
0.00% |
Reduced
-2.8k |
-2,775 |
| 40 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
22,62222.6k
$1.0m |
$1.0m |
0.00% |
Added
+809 |
+809 |
| 41 |
MGO ONE SEVEN LLC
0.03% of their portfolio |
Beachwood, OH |
22,19822.2k
$995.4k |
$995.4k |
0.03% |
Added
+14.3k |
+14,331 |
| 42 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.34% of their portfolio |
WATERLOO, IA |
21,51321.5k
$964.6k |
$964.6k |
0.34% |
Added
+1.2k |
+1,213 |
| 43 |
FOUNDERS FINANCIAL SECURITIES LLC
0.07% of their portfolio |
TOWSON, MD |
19,82219.8k
$888.8k |
$888.8k |
0.07% |
Added
+1.6k |
+1,605 |
| 44 |
Ignite Planners, LLC
0.15% of their portfolio |
SAN CLEMENTE, CA |
19,11319.1k
$862.1k |
$862.1k |
0.15% |
Added
+1.2k |
+1,171 |
| 45 |
Atria Wealth Solutions, Inc.
0.02% of their portfolio |
NEW YORK, NY |
18,77018.8k
$841.6k |
$841.6k |
0.02% |
Unchanged |
|
| 46 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
18,13618.1k
$813.2k |
$813.2k |
0.01% |
Reduced
-2.6k |
-2,620 |
| 47 |
TFB Advisors LLC
0.21% of their portfolio |
OVERLAND PARK, KS |
17,74017.7k
$795.5k |
$795.5k |
0.21% |
Reduced
-965 |
-965 |
| 48 |
SYNOVUS FINANCIAL CORP
0.01% of their portfolio |
Columbus, GA |
17,54717.5k
$786.8k |
$786.8k |
0.01% |
New |
|
| 49 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
17,06617.1k
$765.2k |
$765.2k |
0.02% |
Reduced
-2.1k |
-2,079 |
| 50 |
LM Advisors LLC
0.09% of their portfolio |
SAN DIEGO, CA |
16,31316.3k
$731.0k |
$731.0k |
0.09% |
Unchanged |
|
| 51 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
16,10416.1k
$722.1k |
$722.1k |
0.00% |
Reduced
-133 |
-133 |
| 52 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
15,54715.5k
$697.1k |
$697.1k |
0.01% |
Unchanged |
|
| 53 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
15,36515.4k
$689.0k |
$689.0k |
0.01% |
Unchanged |
|
| 54 |
Beacon Pointe Advisors, LLC
0.01% of their portfolio |
NEWPORT BEACH, CA |
14,60014.6k
$654.7k |
$654.7k |
0.01% |
Unchanged |
|
| 55 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
14,59914.6k
$656.6k |
$656.6k |
0.00% |
Added
+611 |
+611 |
| 56 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
14,17314.2k
$635.5k |
$635.5k |
0.03% |
Added
+938 |
+938 |
| 57 |
Legacy Private Trust Co.
0.04% of their portfolio |
NEENAH, WI |
13,58013.6k
$608.9k |
$608.9k |
0.04% |
Unchanged |
|
| 58 |
BEACON FINANCIAL GROUP
0.06% of their portfolio |
DALLAS, TX |
13,15213.2k
$589.7k |
$589.7k |
0.06% |
Unchanged |
|
| 59 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
12,87212.9k
$577.2k |
$577.2k |
0.00% |
Reduced
-4.5k |
-4,481 |
| 60 |
Avantra Family Wealth, Inc.
0.46% of their portfolio |
MECHANICSBURG, PA |
12,44012.4k
$557.8k |
$557.8k |
0.46% |
Added
+351 |
+351 |
| 61 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
12,36812.4k
$554.6k |
$554.6k |
0.03% |
Reduced
-4.6k |
-4,635 |
| 62 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
11,81511.8k
$530.0k |
$530.0k |
0.00% |
Added
+165 |
+165 |
| 63 |
Castleview Partners, LLC
0.31% of their portfolio |
DALLAS, TX |
10,83910.8k
$486.0k |
$486.0k |
0.31% |
Added
+230 |
+230 |
| 64 |
KINGSWOOD WEALTH ADVISORS, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
10,58210.6k
$474.5k |
$474.5k |
0.04% |
New |
|
| 65 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
10,54210.5k
$472.7k |
$472.7k |
0.01% |
Reduced
-299 |
-299 |
| 66 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
10,12910.1k
$454.2k |
$454.2k |
0.01% |
New |
|
| 67 |
Fragasso Financial Advisors Inc
0.03% of their portfolio |
SEWICKLEY, PA |
9,9269.9k
$445.1k |
$445.1k |
0.03% |
Added
+98 |
+98 |
| 68 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
9,5849.6k
$429.8k |
$429.8k |
0.02% |
Reduced
-1.3k |
-1,303 |
| 69 |
INSIGNEO ADVISORY SERVICES, LLC
0.04% of their portfolio |
MIAMI, FL |
9,2949.3k
$416.7k |
$416.7k |
0.04% |
Reduced
-1.2k |
-1,181 |
| 70 |
SOA Wealth Advisors, LLC.
0.08% of their portfolio |
NEW YORK, NY |
9,2419.2k
$414.4k |
$414.4k |
0.08% |
Reduced
-29 |
-29 |
| 71 |
Lion Street Advisors, LLC
0.13% of their portfolio |
Austin, TX |
9,2379.2k
$414.2k |
$414.2k |
0.13% |
Unchanged |
|
| 72 |
Kingsview Wealth Management, LLC
0.01% of their portfolio |
GRANTS PASS, OR |
9,2049.2k
$412.7k |
$412.7k |
0.01% |
Added
+2.0k |
+1,991 |
| 73 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
8,8308.8k
$395.9k |
$395.9k |
0.01% |
Unchanged |
|
| 74 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
8,6868.7k
$389.5k |
$389.5k |
0.00% |
Unchanged |
|
| 75 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
8,5318.5k
$382.5k |
$382.5k |
0.01% |
Added
+2.0k |
+1,964 |
| 76 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
8,3418.3k
$374.0k |
$374.0k |
0.00% |
New |
|
| 77 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
8,0778.1k
$362.2k |
$362.2k |
0.00% |
Added
+1.8k |
+1,769 |
| 78 |
AVANTAX ADVISORY SERVICES, INC.
0.00% of their portfolio |
DALLAS, TX |
7,9668.0k
$357.2k |
$357.2k |
0.00% |
Added
+235 |
+235 |
| 79 |
DHJJ Financial Advisors, Ltd.
0.13% of their portfolio |
NAPERVILLE, IL |
7,8707.9k
$352.9k |
$352.9k |
0.13% |
Reduced
-71 |
-71 |
| 80 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
7,7857.8k
$349.1k |
$349.1k |
0.01% |
Unchanged |
|
| 81 |
ERn Financial, LLC
0.07% of their portfolio |
MIDDLETON, WI |
7,7177.7k
$346.0k |
$346.0k |
0.07% |
Added
+1.1k |
+1,143 |
| 82 |
PRINCIPAL SECURITIES, INC.
0.01% of their portfolio |
DES MOINES, IA |
7,4687.5k
$334.9k |
$334.9k |
0.01% |
Reduced
-400 |
-400 |
| 83 |
Grantvest Financial Group LLC
0.24% of their portfolio |
MATAWAN, NJ |
7,3337.3k
$328.8k |
$328.8k |
0.24% |
Reduced
-484 |
-484 |
| 84 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
7,2917.3k
$326.9k |
$326.9k |
0.00% |
New |
|
| 85 |
NOVEM GROUP
0.04% of their portfolio |
Rochester, NY |
7,1987.2k
$322.8k |
$322.8k |
0.04% |
Unchanged |
|
| 86 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
7,1837.2k
$322.1k |
$322.1k |
0.00% |
Added
+2.5k |
+2,544 |
| 87 |
LEGACY SOLUTIONS, LLC
0.31% of their portfolio |
KENNETT SQUARE, PA |
7,1237.1k
$319.4k |
$319.4k |
0.31% |
Unchanged |
|
| 88 |
Camelot Portfolios, LLC
0.19% of their portfolio |
Maumee, OH |
7,0737.1k
$317.1k |
$317.1k |
0.19% |
Reduced
-829 |
-829 |
| 89 |
Plotkin Financial Advisors, LLC
0.16% of their portfolio |
CHEVY CHASE, MD |
6,5986.6k
$295.9k |
$295.9k |
0.16% |
Added
+434 |
+434 |
| 90 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
6,3486.3k
$285.0k |
$285.0k |
0.02% |
Unchanged |
|
| 91 |
Pitti Group Wealth Management, LLC
0.24% of their portfolio |
VICTOR, NY |
6,3196.3k
$283.3k |
$283.3k |
0.24% |
Added
+121 |
+121 |
| 92 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
6,2126.2k
$282.1k |
$282.1k |
0.01% |
Unchanged |
|
| 93 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
5,9856.0k
$268.0k |
$268.0k |
0.01% |
Unchanged |
|
| 94 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.23% of their portfolio |
ANCHORAGE, AK |
5,9055.9k
$266.8k |
$266.8k |
0.23% |
Reduced
-598 |
-598 |
| 95 |
Buck Wealth Strategies, LLC
0.04% of their portfolio |
DENVER, CO |
5,8215.8k
$261.0k |
$261.0k |
0.04% |
New |
|
| 96 |
Consolidated Portfolio Review Corp
0.04% of their portfolio |
WOODBURY, NY |
5,7575.8k
$258.1k |
$258.1k |
0.04% |
New |
|
| 97 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
5,7015.7k
$255.6k |
$255.6k |
0.00% |
Reduced
-220.8k |
-220,765 |
| 98 |
Prospera Financial Services Inc
0.00% of their portfolio |
Dallas, TX |
5,4995.5k
$246.6k |
$246.6k |
0.00% |
Reduced
-34 |
-34 |
| 99 |
COLUMBIA ADVISORY PARTNERS LLC
0.18% of their portfolio |
SPOKANE, WA |
5,2045.2k
$233.3k |
$233.3k |
0.18% |
Unchanged |
|
| 100 |
Beacon Financial Advisory LLC
0.06% of their portfolio |
CLEVELAND, OH |
4,8904.9k
$219.3k |
$219.3k |
0.06% |
Unchanged |
|