| 1 |
Spectrum Asset Management, Inc. (NB/CA)
3.34% of their portfolio |
NEWPORT BEACH, CA |
248,216248.2k
$10.5m |
$10.5m |
3.34% |
Added
+13.5k |
+13,453 |
| 2 |
Kestra Advisory Services, LLC
0.04% of their portfolio |
AUSTIN, TX |
237,265237.3k
$10.1m |
$10.1m |
0.04% |
Added
+15.8k |
+15,778 |
| 3 |
First International Bank of Israel Ltd.
2.94% of their portfolio |
TEL AVIV, L3 |
236,000236.0k
$10.0m |
$10.0m |
2.94% |
New |
|
| 4 |
Decker Wealth Management LLC
1.89% of their portfolio |
NASHVILLE, TN |
196,714196.7k
$8.3m |
$8.3m |
1.89% |
Added
+18.9k |
+18,856 |
| 5 |
Wood Tarver Financial Group, LLC
1.84% of their portfolio |
BOISE, ID |
156,653156.7k
$6.6m |
$6.6m |
1.84% |
Reduced
-822 |
-822 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
147,661147.7k
$6.3m |
$6.3m |
0.00% |
Reduced
-94.7k |
-94,674 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
105,787105.8k
$4.5m |
$4.5m |
0.01% |
Reduced
-38.3k |
-38,259 |
| 8 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
101,410101.4k
$4.3m |
$4.3m |
0.01% |
Added
+4.7k |
+4,700 |
| 9 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
87,56187.6k
$3.7m |
$3.7m |
0.00% |
Reduced
-106.3k |
-106,327 |
| 10 |
HARBOUR INVESTMENTS, INC.
0.05% of their portfolio |
MADISON, WI |
83,95384.0k
$3.6m |
$3.6m |
0.05% |
Added
+51.8k |
+51,751 |
| 11 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
78,17778.2k
$3.3m |
$3.3m |
0.00% |
Added
+23.8k |
+23,840 |
| 12 |
FOUNDERS FINANCIAL SECURITIES LLC
0.19% of their portfolio |
TOWSON, MD |
77,17677.2k
$3.3m |
$3.3m |
0.19% |
Added
+12.2k |
+12,162 |
| 13 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
65,66465.7k
$2.8m |
$2.8m |
0.00% |
Added
+11.9k |
+11,927 |
| 14 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
63,63163.6k
$2.7m |
$2.7m |
0.01% |
Reduced
-25.8k |
-25,816 |
| 15 |
Legacy Capital Wealth Partners, LLC
0.37% of their portfolio |
LITTLE ROCK, AR |
42,13142.1k
$1.8m |
$1.8m |
0.37% |
Added
+208 |
+208 |
| 16 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
41,13741.1k
$1.7m |
$1.7m |
0.00% |
New |
|
| 17 |
Ignite Planners, LLC
0.27% of their portfolio |
SAN CLEMENTE, CA |
40,55440.6k
$1.7m |
$1.7m |
0.27% |
Unchanged |
|
| 18 |
REAP Financial Group, LLC
0.31% of their portfolio |
AUSTIN, TX |
37,61037.6k
$1.6m |
$1.6m |
0.31% |
Added
+11.1k |
+11,087 |
| 19 |
Mutual Advisors, LLC
0.03% of their portfolio |
OMAHA, NE |
35,53035.5k
$1.5m |
$1.5m |
0.03% |
Reduced
-582 |
-582 |
| 20 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
34,65134.7k
$1.5m |
$1.5m |
0.00% |
Reduced
-1.4k |
-1,388 |
| 21 |
UPTICK PARTNERS, LLC
0.29% of their portfolio |
NACOGDOCHES, TX |
34,53734.5k
$1.5m |
$1.5m |
0.29% |
Reduced
-1.6k |
-1,629 |
| 22 |
Foguth Wealth Management, LLC.
0.18% of their portfolio |
BRIGHTON, MI |
34,06134.1k
$1.5m |
$1.5m |
0.18% |
Reduced
-4.7k |
-4,719 |
| 23 |
WETZEL INVESTMENT ADVISORS, INC.
0.57% of their portfolio |
INDIANAPOLIS, IN |
33,66633.7k
$1.4m |
$1.4m |
0.57% |
Reduced
-668 |
-668 |
| 24 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
32,87332.9k
$1.4m |
$1.4m |
0.00% |
Unchanged |
|
| 25 |
Kovack Advisors, Inc.
0.07% of their portfolio |
FT. LAUDERDALE, FL |
31,76131.8k
$1.4m |
$1.4m |
0.07% |
Added
+17.4k |
+17,412 |
| 26 |
Integrity Financial Corp /WA
0.56% of their portfolio |
JACKSON, WY |
26,59726.6k
$1.1m |
$1.1m |
0.56% |
Reduced
-2.8k |
-2,816 |
| 27 |
Glen Eagle Advisors, LLC
0.15% of their portfolio |
KINGSTON, NJ |
25,66025.7k
$1.1m |
$1.1m |
0.15% |
Added
+100 |
+100 |
| 28 |
1ST SOURCE BANK
0.05% of their portfolio |
SOUTH BEND, IN |
23,78023.8k
$1.0m |
$1.0m |
0.05% |
New |
|
| 29 |
SAGESPRING WEALTH PARTNERS, LLC
0.02% of their portfolio |
FRANKLIN, TN |
23,22223.2k
$984.6k |
$984.6k |
0.02% |
Unchanged |
|
| 30 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
21,79521.8k
$924.0k |
$924.0k |
0.00% |
Reduced
-2.9k |
-2,935 |
| 31 |
McKinley Carter Wealth Services, Inc.
0.05% of their portfolio |
WHEELING, WV |
18,73018.7k
$794.2k |
$794.2k |
0.05% |
Unchanged |
|
| 32 |
Uniting Wealth Partners, LLC
0.17% of their portfolio |
DENVER, CO |
18,68018.7k
$792.0k |
$792.0k |
0.17% |
New |
|
| 33 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.24% of their portfolio |
WATERLOO, IA |
18,16118.2k
$770.0k |
$770.0k |
0.24% |
Reduced
-4 |
-4 |
| 34 |
Sunbelt Securities, Inc.
0.05% of their portfolio |
HOUSTON, TX |
17,82917.8k
$756.0k |
$756.0k |
0.05% |
Added
+2.0k |
+2,005 |
| 35 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
15,28015.3k
$647.9k |
$647.9k |
0.01% |
Added
+802 |
+802 |
| 36 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
15,23015.2k
$645.8k |
$645.8k |
0.00% |
Added
+387 |
+387 |
| 37 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
14,61114.6k
$619.5k |
$619.5k |
0.02% |
Added
+236 |
+236 |
| 38 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
13,91513.9k
$590.0k |
$590.0k |
0.01% |
Added
+215 |
+215 |
| 39 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
13,68213.7k
$580.1k |
$580.1k |
0.00% |
Reduced
-581 |
-581 |
| 40 |
Buck Wealth Strategies, LLC
0.07% of their portfolio |
DENVER, CO |
13,43113.4k
$569.5k |
$569.5k |
0.07% |
Reduced
-41 |
-41 |
| 41 |
Clear Creek Financial Management, LLC
0.04% of their portfolio |
SILVERDALE, WA |
12,21912.2k
$518.1k |
$518.1k |
0.04% |
Reduced
-13.6k |
-13,615 |
| 42 |
Tradition Wealth Management, LLC
0.04% of their portfolio |
EDINA, MN |
12,18412.2k
$516.6k |
$516.6k |
0.04% |
Unchanged |
|
| 43 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
10,76510.8k
$456.4k |
$456.4k |
0.01% |
New |
|
| 44 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
10,50110.5k
$445.2k |
$445.2k |
0.00% |
Reduced
-3.7k |
-3,687 |
| 45 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
10,50010.5k
$445.2k |
$445.2k |
0.02% |
Reduced
-20.6k |
-20,640 |
| 46 |
JIM SAULNIER & ASSOCIATES, LLC
0.21% of their portfolio |
FORT COLLINS, CO |
10,01810.0k
$424.8k |
$424.8k |
0.21% |
Unchanged |
|
| 47 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
9,6209.6k
$408.0k |
$408.0k |
0.00% |
Unchanged |
|
| 48 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
8,9458.9k
$379.3k |
$379.3k |
0.00% |
Reduced
-120 |
-120 |
| 49 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
7,9117.9k
$335.4k |
$335.4k |
0.00% |
Reduced
-74 |
-74 |
| 50 |
Stratos Wealth Partners, LTD.
0.00% of their portfolio |
BEACHWOOD, OH |
7,6577.7k
$324.7k |
$324.7k |
0.00% |
Reduced
-25 |
-25 |
| 51 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
7,6527.7k
$324.0k |
$324.0k |
0.02% |
Reduced
-556 |
-556 |
| 52 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
7,0447.0k
$298.7k |
$298.7k |
0.03% |
Added
+737 |
+737 |
| 53 |
Grantvest Financial Group LLC
0.18% of their portfolio |
MATAWAN, NJ |
6,6236.6k
$280.8k |
$280.8k |
0.18% |
Unchanged |
|
| 54 |
WINNACLE WEALTH LLC
0.21% of their portfolio |
WACO, TX |
6,5526.6k
$277.8k |
$277.8k |
0.21% |
Reduced
-61 |
-61 |
| 55 |
BostonPremier Wealth LLC
0.14% of their portfolio |
HANOVER, MA |
6,4786.5k
$274.7k |
$274.7k |
0.14% |
Unchanged |
|
| 56 |
Grant Street Asset Management, Inc.
0.05% of their portfolio |
CANONSBURG, PA |
6,2556.3k
$265.2k |
$265.2k |
0.05% |
Unchanged |
|
| 57 |
Capasso Planning Partners LLC
0.13% of their portfolio |
CHARLESTON, SC |
5,6305.6k
$238.7k |
$238.7k |
0.13% |
New |
|
| 58 |
AlphaStar Capital Management, LLC
0.02% of their portfolio |
CORNELIUS, NC |
5,5275.5k
$234.3k |
$234.3k |
0.02% |
Added
+282 |
+282 |
| 59 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
5,4835.5k
$232.5k |
$232.5k |
0.01% |
Reduced
-215 |
-215 |
| 60 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
5,3905.4k
$228.5k |
$228.5k |
0.01% |
Reduced
-278 |
-278 |
| 61 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
5,3335.3k
$226.8k |
$226.8k |
0.00% |
Reduced
-1.1k |
-1,066 |
| 62 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
5,3005.3k
$224.7k |
$224.7k |
0.00% |
New |
|
| 63 |
1776 Wealth LLC
0.09% of their portfolio |
ATLANTA, GA |
5,2195.2k
$221.3k |
$221.3k |
0.09% |
Unchanged |
|
| 64 |
VestGen Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
5,0815.1k
$225.2k |
$225.2k |
0.01% |
Reduced
-175 |
-175 |
| 65 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.17% of their portfolio |
ANCHORAGE, AK |
5,0055.0k
$214.5k |
$214.5k |
0.17% |
Reduced
-1.3k |
-1,268 |
| 66 |
Echo Wealth Management, LLC
0.12% of their portfolio |
PLYMOUTH, MN |
4,9955.0k
$211.8k |
$211.8k |
0.12% |
Reduced
-1.0k |
-1,000 |
| 67 |
Capital Investment Advisory Services, LLC
0.02% of their portfolio |
RALEIGH, NC |
4,9264.9k
$208.9k |
$208.9k |
0.02% |
Added
+28 |
+28 |
| 68 |
Maltin Wealth Management, Inc.
0.08% of their portfolio |
RIDGEWOOD, NJ |
4,8784.9k
$206.8k |
$206.8k |
0.08% |
Reduced
-15.3k |
-15,314 |
| 69 |
Ritter Daniher Financial Advisory LLC / DE
0.03% of their portfolio |
CINCINNATI, OH |
4,7254.7k
$200.3k |
$200.3k |
0.03% |
Added
+4.5k |
+4,540 |
| 70 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
BLUE BELL, PA |
1,8001.8k
$76.3k |
$76.3k |
0.01% |
New |
|
| 71 |
DHJJ Financial Advisors, Ltd.
0.02% of their portfolio |
NAPERVILLE, IL |
1,6981.7k
$72.0k |
$72.0k |
0.02% |
Added
+825 |
+825 |
| 72 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
1,5531.6k
$65.8k |
$65.8k |
0.00% |
Reduced
-16.8k |
-16,778 |
| 73 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
1,2891.3k
$54.7k |
$54.7k |
0.00% |
Reduced
-6 |
-6 |
| 74 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
1,2501.2k
$53.0k |
$53.0k |
0.00% |
New |
|
| 75 |
Sound Income Strategies, LLC
0.00% of their portfolio |
FT LAUDERDALE, FL |
1,0561.1k
$44.9k |
$44.9k |
0.00% |
Unchanged |
|
| 76 |
Tanglewood Legacy Advisors, LLC
0.02% of their portfolio |
HOUSTON, TX |
1,0101.0k
$42.8k |
$42.8k |
0.02% |
Unchanged |
|
| 77 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
596596
$25.3k |
$25.3k |
0.00% |
Unchanged |
|
| 78 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
587587
$24.9k |
$24.9k |
0.00% |
Reduced
-358 |
-358 |
| 79 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
566566
$23.7k |
$23.7k |
0.00% |
Reduced
-80 |
-80 |
| 80 |
Triumph Capital Management
0.00% of their portfolio |
DENVER, CO |
345345
$14.6k |
$14.6k |
0.00% |
Unchanged |
|
| 81 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
330330
$14.0k |
$14.0k |
0.00% |
Unchanged |
|
| 82 |
EVOLUTION WEALTH MANAGEMENT INC.
0.01% of their portfolio |
FORT MYERS, FL |
293293
$12.4k |
$12.4k |
0.01% |
Reduced
-1.9k |
-1,904 |
| 83 |
SOA Wealth Advisors, LLC.
0.00% of their portfolio |
NEW YORK, NY |
288288
$12.2k |
$12.2k |
0.00% |
Unchanged |
|
| 84 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
227227
$9.6k |
$9.6k |
0.00% |
Added
+226 |
+226 |
| 85 |
Larson Financial Group LLC
0.00% of their portfolio |
ST LOUIS, MO |
7070
$3.0k |
$3.0k |
0.00% |
Unchanged |
|
| 86 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
1414
$594 |
$594 |
0.00% |
Unchanged |
|