| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
613,429613.4k
$29.7m |
$29.7m |
0.01% |
Added
+372.6k |
+372,632 |
| 2 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
382,322382.3k
$18.5m |
$18.5m |
0.02% |
Added
+187.5k |
+187,478 |
| 3 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
289,680289.7k
$14.0m |
$14.0m |
0.03% |
Added
+18.2k |
+18,242 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
221,221221.2k
$10.7m |
$10.7m |
0.00% |
Reduced
-15.1k |
-15,130 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
208,370208.4k
$10.1m |
$10.1m |
0.01% |
Added
+76.5k |
+76,495 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
207,367207.4k
$10.1m |
$10.1m |
0.00% |
Added
+88.6k |
+88,586 |
| 7 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
206,118206.1k
$10.0m |
$10.0m |
0.02% |
Added
+101.3k |
+101,330 |
| 8 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
155,667155.7k
$7.5m |
$7.5m |
0.08% |
New |
|
| 9 |
REAP Financial Group, LLC
1.37% of their portfolio |
AUSTIN, TX |
143,113143.1k
$6.9m |
$6.9m |
1.37% |
Added
+15.6k |
+15,647 |
| 10 |
Keystone Wealth Services, LLC
1.11% of their portfolio |
PALM DESERT, CA |
107,002107.0k
$5.2m |
$5.2m |
1.11% |
New |
|
| 11 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
106,937106.9k
$5.2m |
$5.2m |
0.02% |
Added
+23.6k |
+23,628 |
| 12 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
95,46195.5k
$4.6m |
$4.6m |
0.01% |
Added
+16.7k |
+16,733 |
| 13 |
BAM Wealth Management, LLC
3.36% of their portfolio |
LAKEWOOD, CO |
92,57392.6k
$4.5m |
$4.5m |
3.36% |
New |
|
| 14 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.64% of their portfolio |
BLUE BELL, PA |
92,50792.5k
$4.5m |
$4.5m |
0.64% |
Reduced
-937 |
-937 |
| 15 |
STEPHENS INC /AR/
0.06% of their portfolio |
LITTLE ROCK, AR |
92,16792.2k
$4.5m |
$4.5m |
0.06% |
Reduced
-143.3k |
-143,315 |
| 16 |
HARBOUR INVESTMENTS, INC.
0.07% of their portfolio |
MADISON, WI |
90,69790.7k
$4.4m |
$4.4m |
0.07% |
Added
+10.5k |
+10,494 |
| 17 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
80,66180.7k
$3.9m |
$3.9m |
0.01% |
Reduced
-1.5k |
-1,453 |
| 18 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
78,25278.3k
$3.8m |
$3.8m |
0.01% |
Added
+10.3k |
+10,323 |
| 19 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
71,65871.7k
$3.5m |
$3.5m |
0.08% |
Added
+55.4k |
+55,352 |
| 20 |
Clear Creek Financial Management, LLC
0.24% of their portfolio |
SILVERDALE, WA |
63,36663.4k
$3.1m |
$3.1m |
0.24% |
Reduced
-3.9k |
-3,926 |
| 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
54,65454.7k
$2.7m |
$2.7m |
0.00% |
Added
+31.0k |
+31,009 |
| 22 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
52,29252.3k
$2.5m |
$2.5m |
0.01% |
Reduced
-34.0k |
-33,976 |
| 23 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
51,73751.7k
$2.5m |
$2.5m |
0.00% |
Added
+5.1k |
+5,116 |
| 24 |
Faithward Advisors, LLC
0.32% of their portfolio |
LANCASTER, PA |
46,31746.3k
$2.2m |
$2.2m |
0.32% |
Reduced
-1.4k |
-1,432 |
| 25 |
Integrity Financial Corp /WA
1.10% of their portfolio |
JACKSON, WY |
45,67645.7k
$2.2m |
$2.2m |
1.10% |
Reduced
-2.6k |
-2,568 |
| 26 |
Main Street Financial Solutions, LLC
0.16% of their portfolio |
NEWTOWN, PA |
44,06644.1k
$2.1m |
$2.1m |
0.16% |
Reduced
-1.9k |
-1,895 |
| 27 |
Concurrent Investment Advisors, LLC
0.02% of their portfolio |
Tampa, FL |
39,41539.4k
$1.9m |
$1.9m |
0.02% |
Added
+25.0k |
+24,955 |
| 28 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
37,63537.6k
$1.8m |
$1.8m |
0.00% |
Added
+570 |
+570 |
| 29 |
Fragasso Financial Advisors Inc
0.10% of their portfolio |
SEWICKLEY, PA |
35,29335.3k
$1.7m |
$1.7m |
0.10% |
Added
+25.5k |
+25,521 |
| 30 |
RiverTree Advisors, LLC
1.04% of their portfolio |
WINTER PARK, FL |
33,78433.8k
$1.6m |
$1.6m |
1.04% |
Added
+4.9k |
+4,926 |
| 31 |
Sloy Dahl & Holst, LLC
0.22% of their portfolio |
Vancouver, WA |
33,00033.0k
$1.6m |
$1.6m |
0.22% |
Unchanged |
|
| 32 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
30,59130.6k
$1.5m |
$1.5m |
0.09% |
Added
+2.4k |
+2,428 |
| 33 |
1776 Wealth LLC
0.56% of their portfolio |
ATLANTA, GA |
29,57329.6k
$1.4m |
$1.4m |
0.56% |
Added
+1.9k |
+1,853 |
| 34 |
McKinley Carter Wealth Services, Inc.
0.08% of their portfolio |
WHEELING, WV |
29,52729.5k
$1.4m |
$1.4m |
0.08% |
Added
+2.8k |
+2,800 |
| 35 |
FWG Investments, LLC.
0.83% of their portfolio |
LEXINGTON, KY |
26,92126.9k
$1.3m |
$1.3m |
0.83% |
Added
+308 |
+308 |
| 36 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
25,57325.6k
$1.2m |
$1.2m |
0.01% |
Added
+14.4k |
+14,377 |
| 37 |
Paragon Private Wealth Management, LLC
0.33% of their portfolio |
LEXINGTON, KY |
21,83221.8k
$1.1m |
$1.1m |
0.33% |
Reduced
-67 |
-67 |
| 38 |
VestGen Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
20,44020.4k
$1.1m |
$1.1m |
0.03% |
New |
|
| 39 |
Ignite Planners, LLC
0.15% of their portfolio |
SAN CLEMENTE, CA |
19,53819.5k
$947.4k |
$947.4k |
0.15% |
Added
+425 |
+425 |
| 40 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.29% of their portfolio |
WATERLOO, IA |
19,33619.3k
$937.6k |
$937.6k |
0.29% |
Reduced
-1.5k |
-1,506 |
| 41 |
VestGen Investment Management
0.51% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
19,17119.2k
$929.6k |
$929.6k |
0.51% |
New |
|
| 42 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
19,04619.0k
$923.5k |
$923.5k |
0.00% |
Added
+6.1k |
+6,131 |
| 43 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
18,55118.6k
$899.5k |
$899.5k |
0.01% |
Reduced
-7.5k |
-7,526 |
| 44 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
18,45718.5k
$895.0k |
$895.0k |
0.00% |
Reduced
-824 |
-824 |
| 45 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
17,91617.9k
$868.7k |
$868.7k |
0.00% |
Added
+56 |
+56 |
| 46 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
17,52417.5k
$849.7k |
$849.7k |
0.02% |
Reduced
-4.0k |
-3,973 |
| 47 |
Harvest Investment Services, LLC
0.15% of their portfolio |
Oakbrook Terrace, IL |
17,04517.0k
$826.5k |
$826.5k |
0.15% |
Reduced
-171 |
-171 |
| 48 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
16,11216.1k
$781.3k |
$781.3k |
0.03% |
New |
|
| 49 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
16,10416.1k
$780.9k |
$780.9k |
0.01% |
Added
+1.6k |
+1,558 |
| 50 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
15,55515.6k
$754.3k |
$754.3k |
0.02% |
Reduced
-16.9k |
-16,906 |
| 51 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
15,54715.5k
$753.9k |
$753.9k |
0.01% |
Unchanged |
|
| 52 |
CENTAURUS FINANCIAL, INC.
0.04% of their portfolio |
ANAHEIM, CA |
15,44415.4k
$749.0k |
$749.0k |
0.04% |
Added
+9.1k |
+9,096 |
| 53 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
15,20315.2k
$737.2k |
$737.2k |
0.03% |
Reduced
-195 |
-195 |
| 54 |
Signal Advisors Wealth, LLC
0.05% of their portfolio |
DETROIT, MI |
15,12215.1k
$733.3k |
$733.3k |
0.05% |
New |
|
| 55 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
14,66514.7k
$711.1k |
$711.1k |
0.01% |
Unchanged |
|
| 56 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
13,80613.8k
$669.5k |
$669.5k |
0.00% |
New |
|
| 57 |
Legacy Private Trust Co.
0.04% of their portfolio |
NEENAH, WI |
13,24813.2k
$642.4k |
$642.4k |
0.04% |
Reduced
-80 |
-80 |
| 58 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
12,70412.7k
$616.0k |
$616.0k |
0.03% |
Reduced
-29.7k |
-29,669 |
| 59 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
12,30012.3k
$596.4k |
$596.4k |
0.00% |
Unchanged |
|
| 60 |
Bleakley Financial Group, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
12,14912.1k
$589.1k |
$589.1k |
0.01% |
New |
|
| 61 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
11,93211.9k
$578.6k |
$578.6k |
0.00% |
Reduced
-629 |
-629 |
| 62 |
WORLD EQUITY GROUP, INC.
0.15% of their portfolio |
SCHAUMBURG, IL |
11,78911.8k
$571.7k |
$571.7k |
0.15% |
New |
|
| 63 |
Keating Financial Advisory Services, Inc.
0.09% of their portfolio |
MANHATTAN, KS |
11,31011.3k
$548.4k |
$548.4k |
0.09% |
Added
+975 |
+975 |
| 64 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
10,91510.9k
$529.3k |
$529.3k |
0.00% |
Added
+3.2k |
+3,210 |
| 65 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,69610.7k
$518.6k |
$518.6k |
0.01% |
Added
+4.5k |
+4,484 |
| 66 |
Castleview Partners, LLC
0.26% of their portfolio |
DALLAS, TX |
10,60910.6k
$514.4k |
$514.4k |
0.26% |
Unchanged |
|
| 67 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
10,22110.2k
$495.6k |
$495.6k |
0.02% |
Added
+476 |
+476 |
| 68 |
Goldenstone Wealth Management LLC
0.35% of their portfolio |
EL DORADO HILLS, CA |
9,8709.9k
$478.6k |
$478.6k |
0.35% |
Reduced
-150 |
-150 |
| 69 |
SILVER OAK SECURITIES, INCORPORATED
0.03% of their portfolio |
JACKSON, TN |
9,6759.7k
$469.1k |
$469.1k |
0.03% |
Added
+400 |
+400 |
| 70 |
Accel Wealth Management
0.12% of their portfolio |
WAVERLY, IA |
9,2409.2k
$448.0k |
$448.0k |
0.12% |
New |
|
| 71 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
8,8258.8k
$427.5k |
$427.5k |
0.00% |
New |
|
| 72 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
8,6868.7k
$421.2k |
$421.2k |
0.00% |
Unchanged |
|
| 73 |
TFB Advisors LLC
0.22% of their portfolio |
OVERLAND PARK, KS |
8,6118.6k
$417.5k |
$417.5k |
0.22% |
Reduced
-8.9k |
-8,852 |
| 74 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
8,4288.4k
$411.4k |
$411.4k |
0.00% |
Reduced
-6.2k |
-6,170 |
| 75 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.00% of their portfolio |
Stamford, CT |
8,1108.1k
$393.3k |
$393.3k |
0.00% |
Reduced
-7.0k |
-6,976 |
| 76 |
LEGACY SOLUTIONS, LLC
0.34% of their portfolio |
KENNETT SQUARE, PA |
7,6317.6k
$370.0k |
$370.0k |
0.34% |
Added
+508 |
+508 |
| 77 |
PRINCIPAL SECURITIES, INC.
0.01% of their portfolio |
DES MOINES, IA |
7,5437.5k
$365.8k |
$365.8k |
0.01% |
Added
+75 |
+75 |
| 78 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
7,5387.5k
$365.5k |
$365.5k |
0.01% |
Added
+2.4k |
+2,355 |
| 79 |
DHJJ Financial Advisors, Ltd.
0.12% of their portfolio |
NAPERVILLE, IL |
7,3987.4k
$358.7k |
$358.7k |
0.12% |
Reduced
-233 |
-233 |
| 80 |
NOVEM GROUP
0.04% of their portfolio |
Rochester, NY |
7,1987.2k
$349.0k |
$349.0k |
0.04% |
Unchanged |
|
| 81 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
7,1887.2k
$348.5k |
$348.5k |
0.01% |
Added
+1.7k |
+1,728 |
| 82 |
Outlook Wealth Advisors, LLC
0.08% of their portfolio |
SHENANDOAH, TX |
7,1827.2k
$348.3k |
$348.3k |
0.08% |
Reduced
-194.4k |
-194,400 |
| 83 |
Gateway Wealth Partners, LLC
0.01% of their portfolio |
APPLETON, WI |
7,1357.1k
$346.0k |
$346.0k |
0.01% |
New |
|
| 84 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
7,1037.1k
$344.4k |
$344.4k |
0.02% |
Unchanged |
|
| 85 |
SOA Wealth Advisors, LLC.
0.06% of their portfolio |
NEW YORK, NY |
7,0747.1k
$343.0k |
$343.0k |
0.06% |
Reduced
-1.8k |
-1,779 |
| 86 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
6,9436.9k
$336.7k |
$336.7k |
0.00% |
New |
|
| 87 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
6,5016.5k
$315.2k |
$315.2k |
0.00% |
New |
|
| 88 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,4726.5k
$313.8k |
$313.8k |
0.01% |
Reduced
-386 |
-386 |
| 89 |
INSIGNEO ADVISORY SERVICES, LLC
0.02% of their portfolio |
MIAMI, FL |
6,2466.2k
$302.9k |
$302.9k |
0.02% |
Reduced
-2.0k |
-2,015 |
| 90 |
Sunbelt Securities, Inc.
0.02% of their portfolio |
HOUSTON, TX |
6,2096.2k
$301.1k |
$301.1k |
0.02% |
Added
+1.7k |
+1,723 |
| 91 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
6,1156.1k
$296.5k |
$296.5k |
0.00% |
New |
|
| 92 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
5,9856.0k
$290.0k |
$290.0k |
0.01% |
Unchanged |
|
| 93 |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
0.22% of their portfolio |
SPOKANE, WA |
5,8805.9k
$285.1k |
$285.1k |
0.22% |
Unchanged |
|
| 94 |
Plotkin Financial Advisors, LLC
0.14% of their portfolio |
CHEVY CHASE, MD |
5,8685.9k
$284.5k |
$284.5k |
0.14% |
Added
+6 |
+6 |
| 95 |
Buck Wealth Strategies, LLC
0.03% of their portfolio |
DENVER, CO |
5,8215.8k
$282.3k |
$282.3k |
0.03% |
Unchanged |
|
| 96 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
5,8105.8k
$281.7k |
$281.7k |
0.00% |
Unchanged |
|
| 97 |
Bison Wealth, LLC
0.03% of their portfolio |
ATLANTA, GA |
5,8005.8k
$300.0k |
$300.0k |
0.03% |
Unchanged |
|
| 98 |
Pitti Group Wealth Management, LLC
0.21% of their portfolio |
VICTOR, NY |
5,4325.4k
$263.4k |
$263.4k |
0.21% |
Unchanged |
|
| 99 |
Grantvest Financial Group LLC
0.17% of their portfolio |
MATAWAN, NJ |
5,3565.4k
$259.7k |
$259.7k |
0.17% |
Reduced
-1.7k |
-1,672 |
| 100 |
Pacific Excel Wealth Advisors, Inc.
0.27% of their portfolio |
WALNUT CREEK, CA |
5,2765.3k
$255.8k |
$255.8k |
0.27% |
New |
|