| 1 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
313,125313.1k
$16.4m |
$16.4m |
0.03% |
Added
+23.4k |
+23,445 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
301,501301.5k
$15.8m |
$15.8m |
0.00% |
Reduced
-311.9k |
-311,928 |
| 3 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
232,082232.1k
$12.1m |
$12.1m |
0.01% |
Reduced
-150.2k |
-150,240 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
209,127209.1k
$10.9m |
$10.9m |
0.00% |
Reduced
-12.1k |
-12,094 |
| 5 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
201,791201.8k
$10.5m |
$10.5m |
0.00% |
Reduced
-5.6k |
-5,576 |
| 6 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
199,742199.7k
$10.4m |
$10.4m |
0.02% |
Reduced
-6.4k |
-6,376 |
| 7 |
REAP Financial Group, LLC
1.35% of their portfolio |
AUSTIN, TX |
151,638151.6k
$7.9m |
$7.9m |
1.35% |
Added
+8.5k |
+8,525 |
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
127,441127.4k
$6.7m |
$6.7m |
0.01% |
Reduced
-80.9k |
-80,929 |
| 9 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
118,455118.5k
$6.2m |
$6.2m |
0.01% |
Added
+23.0k |
+22,994 |
| 10 |
Keystone Wealth Services, LLC
1.06% of their portfolio |
PALM DESERT, CA |
109,667109.7k
$5.7m |
$5.7m |
1.06% |
Added
+2.7k |
+2,665 |
| 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.64% of their portfolio |
BLUE BELL, PA |
98,41298.4k
$5.1m |
$5.1m |
0.64% |
Added
+5.9k |
+5,905 |
| 12 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
93,01093.0k
$4.9m |
$4.9m |
0.01% |
Added
+14.8k |
+14,758 |
| 13 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
92,75492.8k
$4.8m |
$4.8m |
0.01% |
Added
+12.1k |
+12,093 |
| 14 |
STEPHENS INC /AR/
0.05% of their portfolio |
LITTLE ROCK, AR |
90,00790.0k
$4.7m |
$4.7m |
0.05% |
Reduced
-2.2k |
-2,160 |
| 15 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
85,37685.4k
$4.5m |
$4.5m |
0.01% |
Reduced
-21.6k |
-21,561 |
| 16 |
HARBOUR INVESTMENTS, INC.
0.06% of their portfolio |
MADISON, WI |
80,66480.7k
$4.2m |
$4.2m |
0.06% |
Reduced
-10.0k |
-10,033 |
| 17 |
Faithward Advisors, LLC
0.41% of their portfolio |
LANCASTER, PA |
63,50463.5k
$3.3m |
$3.3m |
0.41% |
Added
+17.2k |
+17,187 |
| 18 |
Clear Creek Financial Management, LLC
0.21% of their portfolio |
SILVERDALE, WA |
61,23161.2k
$3.2m |
$3.2m |
0.21% |
Reduced
-2.1k |
-2,135 |
| 19 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
51,32151.3k
$2.7m |
$2.7m |
0.00% |
Reduced
-416 |
-416 |
| 20 |
Integrity Financial Corp /WA
1.07% of their portfolio |
JACKSON, WY |
42,78242.8k
$2.2m |
$2.2m |
1.07% |
Reduced
-2.9k |
-2,894 |
| 21 |
Main Street Financial Solutions, LLC
0.14% of their portfolio |
NEWTOWN, PA |
42,75242.8k
$2.2m |
$2.2m |
0.14% |
Reduced
-1.3k |
-1,314 |
| 22 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
38,40138.4k
$2.0m |
$2.0m |
0.00% |
Added
+766 |
+766 |
| 23 |
Concurrent Investment Advisors, LLC
0.02% of their portfolio |
Tampa, FL |
38,31038.3k
$2.0m |
$2.0m |
0.02% |
Reduced
-1.1k |
-1,105 |
| 24 |
Schulz Wealth, LTD.
1.03% of their portfolio |
MANSFIELD, TX |
38,10538.1k
$2.0m |
$2.0m |
1.03% |
First filing |
|
| 25 |
Fragasso Financial Advisors Inc
0.10% of their portfolio |
SEWICKLEY, PA |
35,05435.1k
$1.8m |
$1.8m |
0.10% |
Reduced
-239 |
-239 |
| 26 |
RiverTree Advisors, LLC
1.05% of their portfolio |
WINTER PARK, FL |
33,95134.0k
$1.8m |
$1.8m |
1.05% |
Added
+167 |
+167 |
| 27 |
Sloy Dahl & Holst, LLC
0.21% of their portfolio |
Vancouver, WA |
33,00033.0k
$1.7m |
$1.7m |
0.21% |
Unchanged |
|
| 28 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
32,15632.2k
$1.7m |
$1.7m |
0.09% |
Added
+1.6k |
+1,565 |
| 29 |
McKinley Carter Wealth Services, Inc.
0.08% of their portfolio |
WHEELING, WV |
30,23130.2k
$1.6m |
$1.6m |
0.08% |
Added
+704 |
+704 |
| 30 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
28,67728.7k
$1.5m |
$1.5m |
0.00% |
New |
|
| 31 |
1776 Wealth LLC
0.52% of their portfolio |
ATLANTA, GA |
28,42828.4k
$1.5m |
$1.5m |
0.52% |
Reduced
-1.1k |
-1,145 |
| 32 |
FWG Investments, LLC.
0.76% of their portfolio |
LEXINGTON, KY |
27,36527.4k
$1.4m |
$1.4m |
0.76% |
Added
+444 |
+444 |
| 33 |
Harvest Investment Services, LLC
0.22% of their portfolio |
Oakbrook Terrace, IL |
27,21127.2k
$1.4m |
$1.4m |
0.22% |
Added
+10.2k |
+10,166 |
| 34 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
25,82525.8k
$1.3m |
$1.3m |
0.00% |
New |
|
| 35 |
Paragon Private Wealth Management, LLC
0.30% of their portfolio |
LEXINGTON, KY |
21,83221.8k
$1.1m |
$1.1m |
0.30% |
Unchanged |
|
| 36 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
21,39921.4k
$1.1m |
$1.1m |
0.00% |
New |
|
| 37 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
21,12321.1k
$1.1m |
$1.1m |
0.03% |
Added
+5.6k |
+5,568 |
| 38 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
20,95421.0k
$1.1m |
$1.1m |
0.00% |
Added
+1.9k |
+1,908 |
| 39 |
Ignite Planners, LLC
0.14% of their portfolio |
SAN CLEMENTE, CA |
19,63819.6k
$1.0m |
$1.0m |
0.14% |
Added
+100 |
+100 |
| 40 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.28% of their portfolio |
WATERLOO, IA |
19,10519.1k
$998.4k |
$998.4k |
0.28% |
Reduced
-231 |
-231 |
| 41 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
18,29318.3k
$956.0k |
$956.0k |
0.01% |
Reduced
-7.3k |
-7,280 |
| 42 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
17,99018.0k
$940.2k |
$940.2k |
0.02% |
Added
+7.8k |
+7,769 |
| 43 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
17,95918.0k
$935.9k |
$935.9k |
0.00% |
New |
|
| 44 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
17,86117.9k
$933.4k |
$933.4k |
0.00% |
Reduced
-55 |
-55 |
| 45 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
17,59517.6k
$919.5k |
$919.5k |
0.01% |
Added
+1.5k |
+1,491 |
| 46 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
16,91716.9k
$884.1k |
$884.1k |
0.00% |
Reduced
-1.5k |
-1,540 |
| 47 |
Oakmont Advisory Group, LLC
0.73% of their portfolio |
ALBUQUERQUE, NM |
16,67616.7k
$871.5k |
$871.5k |
0.73% |
New |
|
| 48 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
16,47216.5k
$860.8k |
$860.8k |
0.01% |
Reduced
-2.1k |
-2,079 |
| 49 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
15,54715.5k
$812.5k |
$812.5k |
0.01% |
Unchanged |
|
| 50 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
15,53515.5k
$811.9k |
$811.9k |
0.02% |
Reduced
-56.1k |
-56,123 |
| 51 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
15,44415.4k
$807.0k |
$807.0k |
0.03% |
Unchanged |
|
| 52 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
15,43115.4k
$806.4k |
$806.4k |
0.01% |
Reduced
-2.1k |
-2,093 |
| 53 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
15,39015.4k
$804.3k |
$804.3k |
0.02% |
Added
+187 |
+187 |
| 54 |
PARK AVENUE SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
15,32815.3k
$801.0k |
$801.0k |
0.01% |
New |
|
| 55 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
14,92014.9k
$779.7k |
$779.7k |
0.01% |
Added
+4.2k |
+4,224 |
| 56 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
13,18313.2k
$688.9k |
$688.9k |
0.01% |
Reduced
-1.5k |
-1,482 |
| 57 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
13,09513.1k
$684.3k |
$684.3k |
0.30% |
Added
+4.5k |
+4,484 |
| 58 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
12,90112.9k
$674.2k |
$674.2k |
0.03% |
Added
+197 |
+197 |
| 59 |
Legacy Private Trust Co.
0.04% of their portfolio |
NEENAH, WI |
12,67512.7k
$662.4k |
$662.4k |
0.04% |
Reduced
-573 |
-573 |
| 60 |
LM Advisors LLC
0.08% of their portfolio |
SAN DIEGO, CA |
12,67012.7k
$662.0k |
$662.0k |
0.08% |
Added
+12.1k |
+12,056 |
| 61 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
12,62112.6k
$659.6k |
$659.6k |
0.00% |
Reduced
-42.0k |
-42,033 |
| 62 |
Bleakley Financial Group, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
12,14912.1k
$634.9k |
$634.9k |
0.01% |
Unchanged |
|
| 63 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
11,10011.1k
$580.1k |
$580.1k |
0.00% |
Reduced
-1.2k |
-1,200 |
| 64 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
10,92610.9k
$571.0k |
$571.0k |
0.08% |
Reduced
-384 |
-384 |
| 65 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
10,91510.9k
$570.4k |
$570.4k |
0.00% |
Unchanged |
|
| 66 |
SILVER OAK SECURITIES, INCORPORATED
0.03% of their portfolio |
JACKSON, TN |
10,84810.8k
$566.9k |
$566.9k |
0.03% |
Added
+1.2k |
+1,173 |
| 67 |
Castleview Partners, LLC
0.24% of their portfolio |
DALLAS, TX |
10,56410.6k
$552.1k |
$552.1k |
0.24% |
Reduced
-45 |
-45 |
| 68 |
Goldenstone Wealth Management LLC
0.34% of their portfolio |
EL DORADO HILLS, CA |
9,8709.9k
$515.8k |
$515.8k |
0.34% |
Unchanged |
|
| 69 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
9,7949.8k
$512.2k |
$512.2k |
0.00% |
Added
+969 |
+969 |
| 70 |
BECK CAPITAL MANAGEMENT, LLC
0.09% of their portfolio |
AUSTIN, TX |
9,4129.4k
$491.9k |
$491.9k |
0.09% |
New |
|
| 71 |
Parallel Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
9,3509.3k
$488.7k |
$488.7k |
0.01% |
Added
+5.8k |
+5,800 |
| 72 |
Accel Wealth Management
0.11% of their portfolio |
WAVERLY, IA |
8,9849.0k
$469.5k |
$469.5k |
0.11% |
Reduced
-256 |
-256 |
| 73 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
8,6868.7k
$453.9k |
$453.9k |
0.00% |
Unchanged |
|
| 74 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
8,3738.4k
$440.3k |
$440.3k |
0.00% |
Reduced
-55 |
-55 |
| 75 |
Grantvest Financial Group LLC
0.25% of their portfolio |
MATAWAN, NJ |
8,1398.1k
$425.3k |
$425.3k |
0.25% |
Added
+2.8k |
+2,783 |
| 76 |
Goldstein Advisors, LLC
0.04% of their portfolio |
Madison, WI |
7,8467.8k
$410.0k |
$410.0k |
0.04% |
New |
|
| 77 |
LEGACY SOLUTIONS, LLC
0.32% of their portfolio |
KENNETT SQUARE, PA |
7,6317.6k
$398.8k |
$398.8k |
0.32% |
Unchanged |
|
| 78 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
7,5437.5k
$394.2k |
$394.2k |
0.00% |
Unchanged |
|
| 79 |
Apollon Wealth Management, LLC
0.00% of their portfolio |
MOUNT PLEASANT, SC |
7,4387.4k
$388.7k |
$388.7k |
0.00% |
Reduced
-100 |
-100 |
| 80 |
DHJJ Financial Advisors, Ltd.
0.11% of their portfolio |
NAPERVILLE, IL |
7,3987.4k
$386.6k |
$386.6k |
0.11% |
Unchanged |
|
| 81 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,3897.4k
$386.1k |
$386.1k |
0.00% |
Reduced
-4.5k |
-4,543 |
| 82 |
NOVEM GROUP
0.04% of their portfolio |
Rochester, NY |
7,1987.2k
$376.2k |
$376.2k |
0.04% |
Unchanged |
|
| 83 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
7,1227.1k
$372.2k |
$372.2k |
0.01% |
Reduced
-66 |
-66 |
| 84 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
7,1037.1k
$371.2k |
$371.2k |
0.01% |
Unchanged |
|
| 85 |
SOA Wealth Advisors, LLC.
0.06% of their portfolio |
NEW YORK, NY |
7,0727.1k
$369.6k |
$369.6k |
0.06% |
Reduced
-2 |
-2 |
| 86 |
INSIGNEO ADVISORY SERVICES, LLC
0.01% of their portfolio |
MIAMI, FL |
6,2466.2k
$326.4k |
$326.4k |
0.01% |
Unchanged |
|
| 87 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,1796.2k
$322.9k |
$322.9k |
0.01% |
Reduced
-293 |
-293 |
| 88 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
5,9856.0k
$313.0k |
$313.0k |
0.01% |
Unchanged |
|
| 89 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
5,9405.9k
$310.4k |
$310.4k |
0.00% |
Reduced
-175 |
-175 |
| 90 |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
0.21% of their portfolio |
SPOKANE, WA |
5,8805.9k
$307.3k |
$307.3k |
0.21% |
Unchanged |
|
| 91 |
Buck Wealth Strategies, LLC
0.03% of their portfolio |
DENVER, CO |
5,8215.8k
$304.2k |
$304.2k |
0.03% |
Unchanged |
|
| 92 |
Bison Wealth, LLC
0.03% of their portfolio |
ATLANTA, GA |
5,8005.8k
$304.4k |
$304.4k |
0.03% |
Unchanged |
|
| 93 |
Plotkin Financial Advisors, LLC
0.13% of their portfolio |
CHEVY CHASE, MD |
5,7765.8k
$301.9k |
$301.9k |
0.13% |
Reduced
-92 |
-92 |
| 94 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
5,7615.8k
$301.1k |
$301.1k |
0.00% |
Added
+2.3k |
+2,306 |
| 95 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
5,7375.7k
$299.8k |
$299.8k |
0.00% |
Reduced
-1.2k |
-1,206 |
| 96 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
5,7085.7k
$298.3k |
$298.3k |
0.00% |
Reduced
-102 |
-102 |
| 97 |
Outlook Wealth Advisors, LLC
0.06% of their portfolio |
SHENANDOAH, TX |
5,6985.7k
$297.8k |
$297.8k |
0.06% |
Reduced
-1.5k |
-1,484 |
| 98 |
Pitti Group Wealth Management, LLC
0.20% of their portfolio |
VICTOR, NY |
5,3745.4k
$280.8k |
$280.8k |
0.20% |
Reduced
-58 |
-58 |
| 99 |
Gateway Wealth Partners, LLC
0.02% of their portfolio |
APPLETON, WI |
5,3725.4k
$280.7k |
$280.7k |
0.02% |
Reduced
-1.8k |
-1,763 |
| 100 |
BEACON FINANCIAL GROUP
0.02% of their portfolio |
DALLAS, TX |
5,1525.2k
$269.2k |
$269.2k |
0.02% |
Unchanged |
|