| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
242,335242.3k
$10.1m |
$10.1m |
0.00% |
Added
+143.8k |
+143,793 |
| 2 |
Spectrum Asset Management, Inc. (NB/CA)
3.26% of their portfolio |
NEWPORT BEACH, CA |
234,763234.8k
$9.8m |
$9.8m |
3.26% |
Reduced
-3.8k |
-3,786 |
| 3 |
Kestra Advisory Services, LLC
0.04% of their portfolio |
AUSTIN, TX |
221,487221.5k
$9.2m |
$9.2m |
0.04% |
Added
+13.6k |
+13,620 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
193,888193.9k
$8.1m |
$8.1m |
0.01% |
Added
+102.7k |
+102,657 |
| 5 |
Decker Wealth Management LLC
1.63% of their portfolio |
NASHVILLE, TN |
177,858177.9k
$7.4m |
$7.4m |
1.63% |
First filing |
|
| 6 |
Wood Tarver Financial Group, LLC
1.84% of their portfolio |
BOISE, ID |
157,475157.5k
$6.6m |
$6.6m |
1.84% |
Reduced
-21.5k |
-21,543 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
144,046144.0k
$6.0m |
$6.0m |
0.01% |
Reduced
-45.8k |
-45,805 |
| 8 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
96,71096.7k
$4.0m |
$4.0m |
0.01% |
Reduced
-4.9k |
-4,947 |
| 9 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
89,44789.4k
$3.7m |
$3.7m |
0.01% |
Added
+6.7k |
+6,673 |
| 10 |
FOUNDERS FINANCIAL SECURITIES LLC
0.16% of their portfolio |
TOWSON, MD |
65,01465.0k
$2.7m |
$2.7m |
0.16% |
Added
+5.8k |
+5,808 |
| 11 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
54,33754.3k
$2.3m |
$2.3m |
0.00% |
Added
+1.5k |
+1,488 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
53,73753.7k
$2.2m |
$2.2m |
0.00% |
Reduced
-11.2k |
-11,152 |
| 13 |
Legacy Capital Wealth Partners, LLC
0.37% of their portfolio |
LITTLE ROCK, AR |
41,92341.9k
$1.7m |
$1.7m |
0.37% |
Unchanged |
|
| 14 |
Ignite Planners, LLC
0.26% of their portfolio |
SAN CLEMENTE, CA |
40,55440.6k
$1.7m |
$1.7m |
0.26% |
Reduced
-2.4k |
-2,414 |
| 15 |
Foguth Wealth Management, LLC.
0.25% of their portfolio |
BRIGHTON, MI |
38,78038.8k
$1.6m |
$1.6m |
0.25% |
First filing |
|
| 16 |
UPTICK PARTNERS, LLC
0.32% of their portfolio |
NACOGDOCHES, TX |
36,16636.2k
$1.5m |
$1.5m |
0.32% |
Reduced
-2.0k |
-1,960 |
| 17 |
Mutual Advisors, LLC
0.03% of their portfolio |
OMAHA, NE |
36,11236.1k
$1.5m |
$1.5m |
0.03% |
Unchanged |
|
| 18 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
36,03936.0k
$1.5m |
$1.5m |
0.00% |
Added
+10.1k |
+10,056 |
| 19 |
WETZEL INVESTMENT ADVISORS, INC.
0.58% of their portfolio |
INDIANAPOLIS, IN |
34,33434.3k
$1.4m |
$1.4m |
0.58% |
Reduced
-320 |
-320 |
| 20 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
32,87332.9k
$1.4m |
$1.4m |
0.00% |
Unchanged |
|
| 21 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
32,20232.2k
$1.3m |
$1.3m |
0.03% |
Added
+657 |
+657 |
| 22 |
StoneX Group Inc.
0.06% of their portfolio |
NEW YORK, NY |
31,14031.1k
$1.3m |
$1.3m |
0.06% |
Added
+1.4k |
+1,445 |
| 23 |
Integrity Financial Corp /WA
0.62% of their portfolio |
JACKSON, WY |
29,41329.4k
$1.2m |
$1.2m |
0.62% |
Reduced
-6.0k |
-5,958 |
| 24 |
REAP Financial Group, LLC
0.22% of their portfolio |
AUSTIN, TX |
26,52326.5k
$1.1m |
$1.1m |
0.22% |
Reduced
-3.5k |
-3,461 |
| 25 |
Clear Creek Financial Management, LLC
0.09% of their portfolio |
SILVERDALE, WA |
25,83425.8k
$1.1m |
$1.1m |
0.09% |
Reduced
-3.4k |
-3,418 |
| 26 |
Glen Eagle Advisors, LLC
0.14% of their portfolio |
KINGSTON, NJ |
25,56025.6k
$1.1m |
$1.1m |
0.14% |
Reduced
-555 |
-555 |
| 27 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
24,73024.7k
$1.0m |
$1.0m |
0.00% |
Reduced
-964 |
-964 |
| 28 |
PRECEDENT WEALTH PARTNERS, LLC
0.21% of their portfolio |
HOUSTON, TX |
24,37924.4k
$1.0m |
$1.0m |
0.21% |
Unchanged |
|
| 29 |
SAGESPRING WEALTH PARTNERS, LLC
0.02% of their portfolio |
FRANKLIN, TN |
23,22223.2k
$967.3k |
$967.3k |
0.02% |
Reduced
-90 |
-90 |
| 30 |
Maltin Wealth Management, Inc.
0.33% of their portfolio |
RIDGEWOOD, NJ |
20,19220.2k
$841.1k |
$841.1k |
0.33% |
Reduced
-940 |
-940 |
| 31 |
McKinley Carter Wealth Services, Inc.
0.04% of their portfolio |
WHEELING, WV |
18,73018.7k
$780.2k |
$780.2k |
0.04% |
Unchanged |
|
| 32 |
IFP Advisors, Inc
0.02% of their portfolio |
TAMPA, FL |
18,33118.3k
$763.6k |
$763.6k |
0.02% |
Unchanged |
|
| 33 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.24% of their portfolio |
WATERLOO, IA |
18,16518.2k
$756.7k |
$756.7k |
0.24% |
Reduced
-338 |
-338 |
| 34 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
15,82415.8k
$659.1k |
$659.1k |
0.04% |
Unchanged |
|
| 35 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
14,84314.8k
$618.3k |
$618.3k |
0.00% |
Reduced
-103 |
-103 |
| 36 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
14,47814.5k
$603.1k |
$603.1k |
0.01% |
Reduced
-49 |
-49 |
| 37 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
14,37514.4k
$598.8k |
$598.8k |
0.02% |
Added
+4.4k |
+4,393 |
| 38 |
Kovack Advisors, Inc.
0.03% of their portfolio |
FT. LAUDERDALE, FL |
14,34914.3k
$597.7k |
$597.7k |
0.03% |
Added
+6.4k |
+6,389 |
| 39 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
14,33414.3k
$597.1k |
$597.1k |
0.01% |
New |
|
| 40 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
14,26314.3k
$594.1k |
$594.1k |
0.00% |
New |
|
| 41 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
14,18814.2k
$591.0k |
$591.0k |
0.00% |
Reduced
-6.0k |
-6,029 |
| 42 |
Signal Advisors Wealth, LLC
0.05% of their portfolio |
DETROIT, MI |
14,04714.0k
$585.1k |
$585.1k |
0.05% |
New |
|
| 43 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
13,70013.7k
$570.7k |
$570.7k |
0.01% |
Added
+258 |
+258 |
| 44 |
Buck Wealth Strategies, LLC
0.07% of their portfolio |
DENVER, CO |
13,47213.5k
$561.2k |
$561.2k |
0.07% |
Reduced
-213 |
-213 |
| 45 |
Schulz Wealth, LTD.
0.36% of their portfolio |
MANSFIELD, TX |
13,41713.4k
$558.9k |
$558.9k |
0.36% |
Unchanged |
|
| 46 |
Tradition Wealth Management, LLC
0.04% of their portfolio |
EDINA, MN |
12,18412.2k
$507.5k |
$507.5k |
0.04% |
Reduced
-1.1k |
-1,100 |
| 47 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.12% of their portfolio |
WILLIAMSVILLE, NY |
10,54610.5k
$439.0k |
$439.0k |
0.12% |
Reduced
-190 |
-190 |
| 48 |
VestGen Investment Management
0.24% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
10,27910.3k
$428.2k |
$428.2k |
0.24% |
New |
|
| 49 |
JIM SAULNIER & ASSOCIATES, LLC
0.22% of their portfolio |
FORT COLLINS, CO |
10,01810.0k
$417.3k |
$417.3k |
0.22% |
Unchanged |
|
| 50 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
9,6209.6k
$401.0k |
$401.0k |
0.00% |
Reduced
-317 |
-317 |
| 51 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
9,0659.1k
$377.6k |
$377.6k |
0.00% |
Reduced
-290 |
-290 |
| 52 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
8,2088.2k
$342.0k |
$342.0k |
0.02% |
Added
+230 |
+230 |
| 53 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
7,9858.0k
$332.6k |
$332.6k |
0.00% |
Reduced
-30 |
-30 |
| 54 |
Stratos Wealth Partners, LTD.
0.00% of their portfolio |
BEACHWOOD, OH |
7,6827.7k
$320.0k |
$320.0k |
0.00% |
Reduced
-704 |
-704 |
| 55 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
6,9256.9k
$288.5k |
$288.5k |
0.00% |
Unchanged |
|
| 56 |
Grantvest Financial Group LLC
0.18% of their portfolio |
MATAWAN, NJ |
6,6236.6k
$275.9k |
$275.9k |
0.18% |
Reduced
-1.4k |
-1,437 |
| 57 |
WINNACLE WEALTH LLC
0.21% of their portfolio |
WACO, TX |
6,6136.6k
$277.7k |
$277.7k |
0.21% |
Reduced
-115 |
-115 |
| 58 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
6,5226.5k
$271.7k |
$271.7k |
0.00% |
Added
+271 |
+271 |
| 59 |
BostonPremier Wealth LLC
0.14% of their portfolio |
HANOVER, MA |
6,4786.5k
$269.8k |
$269.8k |
0.14% |
Unchanged |
|
| 60 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
6,3996.4k
$266.6k |
$266.6k |
0.00% |
Reduced
-2.3k |
-2,297 |
| 61 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
6,3076.3k
$262.7k |
$262.7k |
0.03% |
Reduced
-15 |
-15 |
| 62 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.22% of their portfolio |
ANCHORAGE, AK |
6,2736.3k
$261.6k |
$261.6k |
0.22% |
Reduced
-329 |
-329 |
| 63 |
Grant Street Asset Management, Inc.
0.05% of their portfolio |
CANONSBURG, PA |
6,2556.3k
$260.6k |
$260.6k |
0.05% |
Unchanged |
|
| 64 |
Echo Wealth Management, LLC
0.15% of their portfolio |
PLYMOUTH, MN |
5,9956.0k
$249.7k |
$249.7k |
0.15% |
Unchanged |
|
| 65 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
5,6985.7k
$237.3k |
$237.3k |
0.01% |
Unchanged |
|
| 66 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
5,6685.7k
$236.1k |
$236.1k |
0.01% |
Reduced
-235 |
-235 |
| 67 |
VestGen Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
5,2565.3k
$218.9k |
$218.9k |
0.01% |
New |
|
| 68 |
AlphaStar Capital Management, LLC
0.02% of their portfolio |
CORNELIUS, NC |
5,2455.2k
$218.5k |
$218.5k |
0.02% |
Unchanged |
|
| 69 |
1776 Wealth LLC
0.08% of their portfolio |
ATLANTA, GA |
5,2195.2k
$217.4k |
$217.4k |
0.08% |
Reduced
-25 |
-25 |
| 70 |
Focus Financial Network, Inc.
0.01% of their portfolio |
MINNEAPOLIS, MN |
5,1325.1k
$213.8k |
$213.8k |
0.01% |
Reduced
-2.7k |
-2,683 |
| 71 |
Capital Investment Advisory Services, LLC
0.01% of their portfolio |
RALEIGH, NC |
4,8984.9k
$204.0k |
$204.0k |
0.01% |
Added
+441 |
+441 |
| 72 |
Camelot Portfolios, LLC
0.08% of their portfolio |
Maumee, OH |
3,1523.2k
$131.3k |
$131.3k |
0.08% |
New |
|
| 73 |
EVOLUTION WEALTH MANAGEMENT INC.
0.08% of their portfolio |
FORT MYERS, FL |
2,1972.2k
$91.5k |
$91.5k |
0.08% |
Reduced
-3 |
-3 |
| 74 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
1,2951.3k
$53.9k |
$53.9k |
0.00% |
Reduced
-21 |
-21 |
| 75 |
Sound Income Strategies, LLC
0.00% of their portfolio |
FT LAUDERDALE, FL |
1,0561.1k
$44.1k |
$44.1k |
0.00% |
New |
|
| 76 |
Tanglewood Legacy Advisors, LLC
0.02% of their portfolio |
HOUSTON, TX |
1,0101.0k
$42.1k |
$42.1k |
0.02% |
Unchanged |
|
| 77 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
1,0001.0k
$41.6k |
$41.6k |
0.00% |
Unchanged |
|
| 78 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
945945
$39.4k |
$39.4k |
0.00% |
Unchanged |
|
| 79 |
DHJJ Financial Advisors, Ltd.
0.01% of their portfolio |
NAPERVILLE, IL |
873873
$36.4k |
$36.4k |
0.01% |
Unchanged |
|
| 80 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
646646
$26.9k |
$26.9k |
0.00% |
New |
|
| 81 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
596596
$24.8k |
$24.8k |
0.00% |
Unchanged |
|
| 82 |
Triumph Capital Management
0.00% of their portfolio |
DENVER, CO |
345345
$14.4k |
$14.4k |
0.00% |
New |
|
| 83 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
330330
$13.7k |
$13.7k |
0.00% |
Unchanged |
|
| 84 |
SOA Wealth Advisors, LLC.
0.00% of their portfolio |
NEW YORK, NY |
288288
$12.0k |
$12.0k |
0.00% |
Unchanged |
|
| 85 |
Ritter Daniher Financial Advisory LLC / DE
0.00% of their portfolio |
CINCINNATI, OH |
185185
$7.7k |
$7.7k |
0.00% |
Reduced
-86.6k |
-86,635 |
| 86 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
168168
$7.0k |
$7.0k |
0.00% |
New |
|
| 87 |
Larson Financial Group LLC
0.00% of their portfolio |
ST LOUIS, MO |
7070
$2.9k |
$2.9k |
0.00% |
Unchanged |
|
| 88 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
1414
$583 |
$583 |
0.00% |
Unchanged |
|
| 89 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
11
$42 |
$42 |
0.00% |
Reduced
-4.9k |
-4,921 |