| 1 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
271,438271.4k
$12.9m |
$12.9m |
0.03% |
Added
+37.8k |
+37,827 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
240,797240.8k
$11.4m |
$11.4m |
0.00% |
Added
+11.9k |
+11,899 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
236,351236.4k
$11.2m |
$11.2m |
0.00% |
Reduced
-9.2k |
-9,176 |
| 4 |
STEPHENS INC /AR/
0.14% of their portfolio |
LITTLE ROCK, AR |
235,482235.5k
$11.2m |
$11.2m |
0.14% |
Reduced
-88.9k |
-88,894 |
| 5 |
Outlook Wealth Advisors, LLC
2.16% of their portfolio |
SHENANDOAH, TX |
201,582201.6k
$9.6m |
$9.6m |
2.16% |
Reduced
-2.1k |
-2,055 |
| 6 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
194,844194.8k
$9.2m |
$9.2m |
0.01% |
Added
+12.2k |
+12,192 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
131,875131.9k
$6.3m |
$6.3m |
0.01% |
Reduced
-4.8k |
-4,850 |
| 8 |
REAP Financial Group, LLC
1.23% of their portfolio |
AUSTIN, TX |
127,466127.5k
$6.1m |
$6.1m |
1.23% |
Reduced
-1.2k |
-1,190 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
118,781118.8k
$5.6m |
$5.6m |
0.00% |
Added
+5.0k |
+5,027 |
| 10 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
104,788104.8k
$5.0m |
$5.0m |
0.01% |
Added
+81.5k |
+81,515 |
| 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.65% of their portfolio |
BLUE BELL, PA |
93,44493.4k
$4.4m |
$4.4m |
0.65% |
Reduced
-6.3k |
-6,327 |
| 12 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
86,26886.3k
$4.1m |
$4.1m |
0.01% |
Reduced
-14.6k |
-14,564 |
| 13 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
83,30983.3k
$4.0m |
$4.0m |
0.02% |
Reduced
-1.6k |
-1,635 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
82,11482.1k
$3.9m |
$3.9m |
0.01% |
Reduced
-1.4k |
-1,394 |
| 15 |
HARBOUR INVESTMENTS, INC.
0.08% of their portfolio |
MADISON, WI |
80,20380.2k
$3.8m |
$3.8m |
0.08% |
Reduced
-5.0k |
-4,988 |
| 16 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
78,72878.7k
$3.7m |
$3.7m |
0.01% |
Reduced
-52.6k |
-52,648 |
| 17 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
67,92967.9k
$3.2m |
$3.2m |
0.01% |
Reduced
-8.8k |
-8,786 |
| 18 |
Clear Creek Financial Management, LLC
0.26% of their portfolio |
SILVERDALE, WA |
67,29267.3k
$3.2m |
$3.2m |
0.26% |
Reduced
-7.0k |
-7,010 |
| 19 |
Integrity Financial Corp /WA
1.16% of their portfolio |
JACKSON, WY |
48,24448.2k
$2.3m |
$2.3m |
1.16% |
Reduced
-4.8k |
-4,814 |
| 20 |
Faithward Advisors, LLC
0.33% of their portfolio |
LANCASTER, PA |
47,74947.7k
$2.3m |
$2.3m |
0.33% |
Reduced
-2.0k |
-2,025 |
| 21 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
46,62146.6k
$2.2m |
$2.2m |
0.00% |
Reduced
-578 |
-578 |
| 22 |
Main Street Financial Solutions, LLC
0.16% of their portfolio |
NEWTOWN, PA |
45,96146.0k
$2.2m |
$2.2m |
0.16% |
Reduced
-874 |
-874 |
| 23 |
StoneX Group Inc.
0.09% of their portfolio |
NEW YORK, NY |
42,37342.4k
$2.0m |
$2.0m |
0.09% |
Added
+1.7k |
+1,743 |
| 24 |
Schulz Wealth, LTD.
1.16% of their portfolio |
MANSFIELD, TX |
38,10538.1k
$1.8m |
$1.8m |
1.16% |
Unchanged |
|
| 25 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
37,06537.1k
$1.8m |
$1.8m |
0.00% |
Reduced
-17.3k |
-17,332 |
| 26 |
Sloy Dahl & Holst, LLC
0.19% of their portfolio |
Vancouver, WA |
33,00033.0k
$1.6m |
$1.6m |
0.19% |
Unchanged |
|
| 27 |
OLD MISSION CAPITAL LLC
0.06% of their portfolio |
CHICAGO, IL |
32,46132.5k
$1.5m |
$1.5m |
0.06% |
Added
+21.8k |
+21,796 |
| 28 |
RiverTree Advisors, LLC
0.87% of their portfolio |
WINTER PARK, FL |
28,85828.9k
$1.4m |
$1.4m |
0.87% |
Reduced
-134 |
-134 |
| 29 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
28,16328.2k
$1.3m |
$1.3m |
0.08% |
Added
+3.3k |
+3,285 |
| 30 |
1776 Wealth LLC
0.50% of their portfolio |
ATLANTA, GA |
27,72027.7k
$1.3m |
$1.3m |
0.50% |
Added
+221 |
+221 |
| 31 |
McKinley Carter Wealth Services, Inc.
0.07% of their portfolio |
WHEELING, WV |
26,72726.7k
$1.3m |
$1.3m |
0.07% |
Unchanged |
|
| 32 |
FWG Investments, LLC.
0.80% of their portfolio |
LEXINGTON, KY |
26,61326.6k
$1.3m |
$1.3m |
0.80% |
Reduced
-6.4k |
-6,368 |
| 33 |
OPPENHEIMER & CO INC
0.02% of their portfolio |
NEW YORK, NY |
26,07726.1k
$1.2m |
$1.2m |
0.02% |
Reduced
-88.9k |
-88,916 |
| 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
23,64523.6k
$1.1m |
$1.1m |
0.00% |
Added
+10.3k |
+10,253 |
| 35 |
Paragon Private Wealth Management, LLC
0.32% of their portfolio |
LEXINGTON, KY |
21,89921.9k
$1.0m |
$1.0m |
0.32% |
Unchanged |
|
| 36 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
21,49721.5k
$1.0m |
$1.0m |
0.02% |
Reduced
-64 |
-64 |
| 37 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.31% of their portfolio |
WATERLOO, IA |
20,84220.8k
$989.3k |
$989.3k |
0.31% |
Reduced
-42 |
-42 |
| 38 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
20,65520.7k
$980.0k |
$980.0k |
0.00% |
Reduced
-1.9k |
-1,860 |
| 39 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
19,28119.3k
$915.2k |
$915.2k |
0.00% |
Reduced
-9.8k |
-9,810 |
| 40 |
Ignite Planners, LLC
0.14% of their portfolio |
SAN CLEMENTE, CA |
19,11319.1k
$913.0k |
$913.0k |
0.14% |
Unchanged |
|
| 41 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
17,93317.9k
$851.2k |
$851.2k |
0.00% |
Reduced
-3.7k |
-3,747 |
| 42 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
17,86017.9k
$847.7k |
$847.7k |
0.00% |
Reduced
-213 |
-213 |
| 43 |
TFB Advisors LLC
0.23% of their portfolio |
OVERLAND PARK, KS |
17,46317.5k
$828.9k |
$828.9k |
0.23% |
Reduced
-182 |
-182 |
| 44 |
Harvest Investment Services, LLC
0.15% of their portfolio |
Oakbrook Terrace, IL |
17,21617.2k
$817.2k |
$817.2k |
0.15% |
Reduced
-6.5k |
-6,473 |
| 45 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
16,30616.3k
$774.0k |
$774.0k |
0.02% |
Added
+34 |
+34 |
| 46 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
15,54715.5k
$737.9k |
$737.9k |
0.01% |
Unchanged |
|
| 47 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
15,39815.4k
$730.9k |
$730.9k |
0.03% |
Added
+545 |
+545 |
| 48 |
PARK AVENUE SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
15,34415.3k
$728.0k |
$728.0k |
0.01% |
Added
+56 |
+56 |
| 49 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.00% of their portfolio |
Stamford, CT |
15,08615.1k
$716.1k |
$716.1k |
0.00% |
Unchanged |
|
| 50 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
14,66514.7k
$696.1k |
$696.1k |
0.01% |
Unchanged |
|
| 51 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
14,59814.6k
$695.0k |
$695.0k |
0.00% |
Added
+1 |
+1 |
| 52 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
14,54614.5k
$690.4k |
$690.4k |
0.01% |
Added
+1.7k |
+1,662 |
| 53 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
14,46014.5k
$686.3k |
$686.3k |
0.01% |
Reduced
-685 |
-685 |
| 54 |
Legacy Private Trust Co.
0.04% of their portfolio |
NEENAH, WI |
13,32813.3k
$632.6k |
$632.6k |
0.04% |
Added
+317 |
+317 |
| 55 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
12,91512.9k
$613.0k |
$613.0k |
0.00% |
Reduced
-64 |
-64 |
| 56 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
12,56112.6k
$596.2k |
$596.2k |
0.00% |
Reduced
-431 |
-431 |
| 57 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
12,30012.3k
$583.8k |
$583.8k |
0.00% |
Reduced
-300 |
-300 |
| 58 |
IMC-Chicago, LLC
0.01% of their portfolio |
CHICAGO, IL |
11,84111.8k
$562.0k |
$562.0k |
0.01% |
New |
|
| 59 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
11,19611.2k
$531.4k |
$531.4k |
0.01% |
Added
+1.9k |
+1,922 |
| 60 |
Castleview Partners, LLC
0.25% of their portfolio |
DALLAS, TX |
10,60910.6k
$503.6k |
$503.6k |
0.25% |
Unchanged |
|
| 61 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
10,40310.4k
$493.8k |
$493.8k |
0.02% |
New |
|
| 62 |
Keating Financial Advisory Services, Inc.
0.07% of their portfolio |
MANHATTAN, KS |
10,33510.3k
$490.6k |
$490.6k |
0.07% |
First filing |
|
| 63 |
Goldenstone Wealth Management LLC
0.36% of their portfolio |
EL DORADO HILLS, CA |
10,02010.0k
$475.6k |
$475.6k |
0.36% |
First filing |
|
| 64 |
Fragasso Financial Advisors Inc
0.03% of their portfolio |
SEWICKLEY, PA |
9,7729.8k
$463.8k |
$463.8k |
0.03% |
Reduced
-98 |
-98 |
| 65 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
9,7459.7k
$462.5k |
$462.5k |
0.02% |
Reduced
-2.3k |
-2,259 |
| 66 |
SILVER OAK SECURITIES, INCORPORATED
0.03% of their portfolio |
JACKSON, TN |
9,2759.3k
$441.0k |
$441.0k |
0.03% |
Added
+3.6k |
+3,555 |
| 67 |
SOA Wealth Advisors, LLC.
0.07% of their portfolio |
NEW YORK, NY |
8,8538.9k
$420.2k |
$420.2k |
0.07% |
Reduced
-388 |
-388 |
| 68 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
8,6868.7k
$412.3k |
$412.3k |
0.00% |
Unchanged |
|
| 69 |
INSIGNEO ADVISORY SERVICES, LLC
0.03% of their portfolio |
MIAMI, FL |
8,2618.3k
$392.1k |
$392.1k |
0.03% |
Unchanged |
|
| 70 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
7,7057.7k
$365.7k |
$365.7k |
0.00% |
Reduced
-6.3k |
-6,308 |
| 71 |
DHJJ Financial Advisors, Ltd.
0.12% of their portfolio |
NAPERVILLE, IL |
7,6317.6k
$362.2k |
$362.2k |
0.12% |
Reduced
-100 |
-100 |
| 72 |
PRINCIPAL SECURITIES, INC.
0.01% of their portfolio |
DES MOINES, IA |
7,4687.5k
$354.5k |
$354.5k |
0.01% |
Unchanged |
|
| 73 |
NOVEM GROUP
0.04% of their portfolio |
Rochester, NY |
7,1987.2k
$341.7k |
$341.7k |
0.04% |
Unchanged |
|
| 74 |
LEGACY SOLUTIONS, LLC
0.30% of their portfolio |
KENNETT SQUARE, PA |
7,1237.1k
$338.1k |
$338.1k |
0.30% |
Unchanged |
|
| 75 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
7,1037.1k
$337.1k |
$337.1k |
0.02% |
Reduced
-3.5k |
-3,479 |
| 76 |
Grantvest Financial Group LLC
0.21% of their portfolio |
MATAWAN, NJ |
7,0287.0k
$333.6k |
$333.6k |
0.21% |
Reduced
-77 |
-77 |
| 77 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,8586.9k
$325.5k |
$325.5k |
0.01% |
Reduced
-1.1k |
-1,132 |
| 78 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
6,3486.3k
$301.0k |
$301.0k |
0.01% |
Unchanged |
|
| 79 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
6,2126.2k
$294.9k |
$294.9k |
0.01% |
Unchanged |
|
| 80 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
5,9856.0k
$284.0k |
$284.0k |
0.01% |
Unchanged |
|
| 81 |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
0.24% of their portfolio |
SPOKANE, WA |
5,8805.9k
$279.2k |
$279.2k |
0.24% |
First filing |
|
| 82 |
Plotkin Financial Advisors, LLC
0.14% of their portfolio |
CHEVY CHASE, MD |
5,8625.9k
$278.2k |
$278.2k |
0.14% |
Reduced
-109 |
-109 |
| 83 |
Buck Wealth Strategies, LLC
0.04% of their portfolio |
DENVER, CO |
5,8215.8k
$276.3k |
$276.3k |
0.04% |
Unchanged |
|
| 84 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
5,8105.8k
$275.8k |
$275.8k |
0.00% |
Reduced
-1.0k |
-1,031 |
| 85 |
Bison Wealth, LLC
0.03% of their portfolio |
ATLANTA, GA |
5,8005.8k
$280.5k |
$280.5k |
0.03% |
New |
|
| 86 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.23% of their portfolio |
ANCHORAGE, AK |
5,6785.7k
$269.8k |
$269.8k |
0.23% |
Reduced
-283 |
-283 |
| 87 |
Prospera Financial Services Inc
0.00% of their portfolio |
Dallas, TX |
5,4605.5k
$259.2k |
$259.2k |
0.00% |
Added
+272 |
+272 |
| 88 |
Pitti Group Wealth Management, LLC
0.21% of their portfolio |
VICTOR, NY |
5,4325.4k
$257.8k |
$257.8k |
0.21% |
Reduced
-5 |
-5 |
| 89 |
Apollon Wealth Management, LLC
0.00% of their portfolio |
MOUNT PLEASANT, SC |
5,1835.2k
$246.0k |
$246.0k |
0.00% |
Added
+200 |
+200 |
| 90 |
BEACON FINANCIAL GROUP
0.02% of their portfolio |
DALLAS, TX |
5,1525.2k
$244.5k |
$244.5k |
0.02% |
Unchanged |
|
| 91 |
Garden State Investment Advisory Services LLC
0.05% of their portfolio |
Red Bank, NJ |
4,7504.8k
$225.5k |
$225.5k |
0.05% |
Unchanged |
|
| 92 |
Sunbelt Securities, Inc.
0.01% of their portfolio |
HOUSTON, TX |
4,4864.5k
$212.9k |
$212.9k |
0.01% |
Unchanged |
|
| 93 |
Camelot Portfolios, LLC
0.13% of their portfolio |
Maumee, OH |
4,3024.3k
$204.2k |
$204.2k |
0.13% |
Reduced
-2.4k |
-2,412 |
| 94 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
3,9113.9k
$185.6k |
$185.6k |
0.00% |
Reduced
-2.2k |
-2,241 |
| 95 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
3,4833.5k
$165.3k |
$165.3k |
0.00% |
Added
+446 |
+446 |
| 96 |
Luken Investment Analytics, LLC
0.05% of their portfolio |
BRENTWOOD, TN |
2,5682.6k
$121.9k |
$121.9k |
0.05% |
Unchanged |
|
| 97 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
2,2842.3k
$108.4k |
$108.4k |
0.00% |
Unchanged |
|
| 98 |
LANARK FINANCIAL, INC.
0.01% of their portfolio |
BIRMINGHAM, AL |
2,2652.3k
$107.5k |
$107.5k |
0.01% |
Unchanged |
|
| 99 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
2,1022.1k
$99.8k |
$99.8k |
0.00% |
Reduced
-2.4k |
-2,370 |
| 100 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
1,8951.9k
$89.9k |
$89.9k |
0.00% |
Reduced
-50 |
-50 |