| 1 |
Sequent Planning LLC
4.21% of their portfolio |
OMAHA, NE |
508,569508.6k
$16.5m |
$16.5m |
4.21% |
Reduced
-27.7k |
-27,727 |
| 2 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
463,332463.3k
$15.1m |
$15.1m |
0.02% |
Reduced
-886.1k |
-886,147 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
409,253409.3k
$13.3m |
$13.3m |
0.00% |
Added
+59.9k |
+59,919 |
| 4 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
396,586396.6k
$12.9m |
$12.9m |
0.02% |
Reduced
-68.5k |
-68,475 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
371,404371.4k
$12.1m |
$12.1m |
0.02% |
Reduced
-23.7k |
-23,725 |
| 6 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
244,265244.3k
$7.9m |
$7.9m |
0.03% |
Reduced
-3.3k |
-3,306 |
| 7 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
199,688199.7k
$6.5m |
$6.5m |
0.00% |
Added
+30.1k |
+30,097 |
| 8 |
OPPENHEIMER & CO INC
0.07% of their portfolio |
NEW YORK, NY |
145,870145.9k
$4.7m |
$4.7m |
0.07% |
Added
+113.8k |
+113,812 |
| 9 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
144,285144.3k
$4.7m |
$4.7m |
0.01% |
Reduced
-7.0k |
-6,970 |
| 10 |
SMART Wealth LLC
1.35% of their portfolio |
Omaha, NE |
136,341136.3k
$4.4m |
$4.4m |
1.35% |
Reduced
-17.8k |
-17,787 |
| 11 |
First Heartland Consultants, Inc.
0.32% of their portfolio |
LAKE ST. LOUIS, MO |
131,419131.4k
$4.3m |
$4.3m |
0.32% |
Added
+5.6k |
+5,582 |
| 12 |
Global Retirement Partners, LLC
0.07% of their portfolio |
San Rafael, CA |
113,903113.9k
$3.7m |
$3.7m |
0.07% |
Added
+1.8k |
+1,848 |
| 13 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
95,51695.5k
$3.1m |
$3.1m |
0.01% |
Reduced
-6.3k |
-6,350 |
| 14 |
HARBOUR INVESTMENTS, INC.
0.06% of their portfolio |
MADISON, WI |
91,41991.4k
$3.0m |
$3.0m |
0.06% |
Added
+2.2k |
+2,157 |
| 15 |
STEPHENS INC /AR/
0.04% of their portfolio |
LITTLE ROCK, AR |
89,51589.5k
$2.9m |
$2.9m |
0.04% |
Added
+11.9k |
+11,945 |
| 16 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
79,87179.9k
$2.6m |
$2.6m |
0.00% |
Reduced
-948 |
-948 |
| 17 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
76,44076.4k
$2.5m |
$2.5m |
0.01% |
Added
+500 |
+500 |
| 18 |
Purus Wealth Management, LLC
0.75% of their portfolio |
Newport Beach, CA |
73,49373.5k
$2.4m |
$2.4m |
0.75% |
Reduced
-9.4k |
-9,394 |
| 19 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
70,25870.3k
$2.3m |
$2.3m |
0.01% |
Reduced
-250 |
-250 |
| 20 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
69,97370.0k
$2.3m |
$2.3m |
0.00% |
Added
+63.3k |
+63,322 |
| 21 |
FWG Investments, LLC.
1.38% of their portfolio |
LEXINGTON, KY |
66,63366.6k
$2.2m |
$2.2m |
1.38% |
Reduced
-2.0k |
-1,973 |
| 22 |
GREAT VALLEY ADVISOR GROUP, INC.
0.04% of their portfolio |
WILMINGTON, DE |
61,77561.8k
$2.0m |
$2.0m |
0.04% |
Added
+232 |
+232 |
| 23 |
Faithward Advisors, LLC
0.25% of their portfolio |
LANCASTER, PA |
52,35852.4k
$1.7m |
$1.7m |
0.25% |
Reduced
-3.1k |
-3,121 |
| 24 |
Maia Wealth LLC
0.24% of their portfolio |
DENVER, CO |
44,09244.1k
$1.4m |
$1.4m |
0.24% |
New |
|
| 25 |
Ignite Planners, LLC
0.22% of their portfolio |
SAN CLEMENTE, CA |
43,85443.9k
$1.4m |
$1.4m |
0.22% |
Added
+515 |
+515 |
| 26 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
38,74938.7k
$1.3m |
$1.3m |
0.00% |
New |
|
| 27 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
38,61738.6k
$1.3m |
$1.3m |
0.00% |
Added
+3.4k |
+3,427 |
| 28 |
IFP Advisors, Inc
0.03% of their portfolio |
TAMPA, FL |
35,88835.9k
$1.2m |
$1.2m |
0.03% |
Added
+4.2k |
+4,246 |
| 29 |
Outlook Wealth Advisors, LLC
0.26% of their portfolio |
SHENANDOAH, TX |
35,10335.1k
$1.1m |
$1.1m |
0.26% |
Reduced
-1.4k |
-1,393 |
| 30 |
Grantvest Financial Group LLC
0.72% of their portfolio |
MATAWAN, NJ |
34,60334.6k
$1.1m |
$1.1m |
0.72% |
Reduced
-1.9k |
-1,939 |
| 31 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
32,11532.1k
$1.0m |
$1.0m |
0.00% |
Reduced
-4.4k |
-4,438 |
| 32 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
29,41329.4k
$956.8k |
$956.8k |
0.00% |
Added
+24.4k |
+24,421 |
| 33 |
Harvest Investment Services, LLC
0.18% of their portfolio |
Oakbrook Terrace, IL |
28,83628.8k
$938.0k |
$938.0k |
0.18% |
Added
+1.1k |
+1,138 |
| 34 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
27,89327.9k
$907.4k |
$907.4k |
0.00% |
Reduced
-100 |
-100 |
| 35 |
Clear Creek Financial Management, LLC
0.07% of their portfolio |
SILVERDALE, WA |
27,49127.5k
$894.3k |
$894.3k |
0.07% |
Reduced
-2.3k |
-2,335 |
| 36 |
Global Assets Advisory, LLC
0.25% of their portfolio |
ORLANDO, FL |
26,68226.7k
$867.9k |
$867.9k |
0.25% |
Reduced
-205 |
-205 |
| 37 |
DHJJ Financial Advisors, Ltd.
0.28% of their portfolio |
NAPERVILLE, IL |
26,13626.1k
$850.2k |
$850.2k |
0.28% |
Added
+1.6k |
+1,574 |
| 38 |
World Investment Advisors
0.01% of their portfolio |
LINCROFT, NJ |
25,67225.7k
$835.1k |
$835.1k |
0.01% |
New |
|
| 39 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
25,16725.2k
$818.7k |
$818.7k |
0.02% |
Added
+10.0k |
+10,023 |
| 40 |
INSIGNEO ADVISORY SERVICES, LLC
0.05% of their portfolio |
MIAMI, FL |
23,33323.3k
$759.0k |
$759.0k |
0.05% |
Added
+8.6k |
+8,552 |
| 41 |
1776 Wealth LLC
0.26% of their portfolio |
ATLANTA, GA |
21,54021.5k
$700.7k |
$700.7k |
0.26% |
Reduced
-439 |
-439 |
| 42 |
Synergy Asset Management, LLC
0.07% of their portfolio |
VANCOUVER, WA |
20,34520.3k
$661.8k |
$661.8k |
0.07% |
Reduced
-39.7k |
-39,675 |
| 43 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
19,51519.5k
$634.8k |
$634.8k |
0.00% |
Reduced
-19.7k |
-19,686 |
| 44 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
18,27018.3k
$594.3k |
$594.3k |
0.01% |
Added
+2.9k |
+2,907 |
| 45 |
NOVEM GROUP
0.07% of their portfolio |
Rochester, NY |
18,24418.2k
$593.5k |
$593.5k |
0.07% |
Reduced
-300 |
-300 |
| 46 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
16,67316.7k
$542.4k |
$542.4k |
0.02% |
New |
|
| 47 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
16,56116.6k
$539.0k |
$539.0k |
0.02% |
Added
+3.8k |
+3,844 |
| 48 |
Sunbelt Securities, Inc.
0.03% of their portfolio |
HOUSTON, TX |
15,94015.9k
$518.5k |
$518.5k |
0.03% |
Reduced
-25 |
-25 |
| 49 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
15,73215.7k
$516.2k |
$516.2k |
0.00% |
Added
+983 |
+983 |
| 50 |
SILVER OAK SECURITIES, INCORPORATED
0.03% of their portfolio |
JACKSON, TN |
15,56015.6k
$508.3k |
$508.3k |
0.03% |
Added
+6.5k |
+6,453 |
| 51 |
Savvy Advisors, Inc.
0.02% of their portfolio |
NEW YORK, NY |
15,25715.3k
$496.3k |
$496.3k |
0.02% |
Added
+8.4k |
+8,363 |
| 52 |
Grant Street Asset Management, Inc.
0.10% of their portfolio |
CANONSBURG, PA |
15,13715.1k
$492.4k |
$492.4k |
0.10% |
Unchanged |
|
| 53 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
14,96015.0k
$486.6k |
$486.6k |
0.00% |
Reduced
-7.5k |
-7,498 |
| 54 |
Diligent Investors, LLC
0.11% of their portfolio |
REDLANDS, CA |
13,50013.5k
$439.2k |
$439.2k |
0.11% |
Added
+4.5k |
+4,500 |
| 55 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
13,18213.2k
$428.8k |
$428.8k |
0.01% |
Added
+73 |
+73 |
| 56 |
WINNACLE WEALTH LLC
0.29% of their portfolio |
WACO, TX |
11,86111.9k
$391.4k |
$391.4k |
0.29% |
Reduced
-2.0k |
-1,963 |
| 57 |
Capital Analysts, LLC
0.01% of their portfolio |
FORT WASHINGTON, PA |
11,50711.5k
$374.0k |
$374.0k |
0.01% |
Added
+2.7k |
+2,696 |
| 58 |
Benson Wealth Management INC
0.41% of their portfolio |
OOLTEWAH, TN, TN |
11,35611.4k
$369.4k |
$369.4k |
0.41% |
First filing |
|
| 59 |
PFG Advisors
0.02% of their portfolio |
Phoenix, AZ |
11,25411.3k
$366.1k |
$366.1k |
0.02% |
Reduced
-7.2k |
-7,185 |
| 60 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
11,13211.1k
$362.1k |
$362.1k |
0.01% |
Added
+2.8k |
+2,802 |
| 61 |
Private Advisory Group LLC
0.03% of their portfolio |
REDMOND, WA |
10,97711.0k
$357.1k |
$357.1k |
0.03% |
Reduced
-953 |
-953 |
| 62 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
10,70010.7k
$348.1k |
$348.1k |
0.00% |
Unchanged |
|
| 63 |
Redhawk Wealth Advisors, Inc.
0.04% of their portfolio |
MINNEAPOLIS, MN |
10,65310.7k
$346.5k |
$346.5k |
0.04% |
Reduced
-1.0k |
-1,014 |
| 64 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
10,50010.5k
$341.6k |
$341.6k |
0.02% |
Unchanged |
|
| 65 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
9,4819.5k
$308.4k |
$308.4k |
0.01% |
Unchanged |
|
| 66 |
Kovack Advisors, Inc.
0.01% of their portfolio |
FT. LAUDERDALE, FL |
9,4739.5k
$308.2k |
$308.2k |
0.01% |
New |
|
| 67 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
9,4339.4k
$307.0k |
$307.0k |
0.00% |
Added
+1.4k |
+1,353 |
| 68 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
8,4098.4k
$273.5k |
$273.5k |
0.02% |
Added
+1.9k |
+1,940 |
| 69 |
SOA Wealth Advisors, LLC.
0.05% of their portfolio |
NEW YORK, NY |
8,3538.4k
$271.7k |
$271.7k |
0.05% |
Unchanged |
|
| 70 |
Lifeworks Advisors, LLC
0.03% of their portfolio |
GRAND RAPIDS, MI |
8,1468.1k
$265.0k |
$265.0k |
0.03% |
Unchanged |
|
| 71 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
8,1408.1k
$264.8k |
$264.8k |
0.01% |
Reduced
-80 |
-80 |
| 72 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
8,0618.1k
$262.2k |
$262.2k |
0.01% |
Unchanged |
|
| 73 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
8,0288.0k
$261.2k |
$261.2k |
0.00% |
Unchanged |
|
| 74 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
8,0208.0k
$260.9k |
$260.9k |
0.01% |
Unchanged |
|
| 75 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
7,9077.9k
$257.2k |
$257.2k |
0.01% |
Unchanged |
|
| 76 |
Seros Financial, LLC
0.14% of their portfolio |
TEMPE, AZ |
7,4617.5k
$242.7k |
$242.7k |
0.14% |
Unchanged |
|
| 77 |
NWF Advisory Services Inc.
0.02% of their portfolio |
Los Angeles, CA |
6,8136.8k
$221.6k |
$221.6k |
0.02% |
Reduced
-350 |
-350 |
| 78 |
Integrated Advisors Network LLC
0.01% of their portfolio |
DALLAS, TX |
6,6006.6k
$214.7k |
$214.7k |
0.01% |
Unchanged |
|
| 79 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
6,5856.6k
$214.0k |
$214.0k |
0.01% |
Added
+151 |
+151 |
| 80 |
Pitti Group Wealth Management, LLC
0.17% of their portfolio |
VICTOR, NY |
6,5046.5k
$211.6k |
$211.6k |
0.17% |
Reduced
-160 |
-160 |
| 81 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
6,4006.4k
$208.2k |
$208.2k |
0.01% |
Reduced
-3.0k |
-3,000 |
| 82 |
Share Andrew L.
0.10% of their portfolio |
MANCHESTER, NH |
6,3006.3k
$204.9k |
$204.9k |
0.10% |
New |
|
| 83 |
LEGACY SOLUTIONS, LLC
0.18% of their portfolio |
KENNETT SQUARE, PA |
6,2376.2k
$202.9k |
$202.9k |
0.18% |
New |
|
| 84 |
Capital Investment Advisory Services, LLC
0.01% of their portfolio |
RALEIGH, NC |
5,2165.2k
$169.7k |
$169.7k |
0.01% |
Reduced
-17 |
-17 |
| 85 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
3,0263.0k
$98.4k |
$98.4k |
0.00% |
Reduced
-3.7k |
-3,725 |
| 86 |
Integrity Financial Corp /WA
0.05% of their portfolio |
JACKSON, WY |
2,8192.8k
$91.7k |
$91.7k |
0.05% |
Reduced
-3.9k |
-3,894 |
| 87 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
2,5872.6k
$84.2k |
$84.2k |
0.00% |
Reduced
-131 |
-131 |
| 88 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
2,2352.2k
$73.0k |
$73.0k |
0.00% |
Unchanged |
|
| 89 |
Topsail Wealth Management, LLC
0.01% of their portfolio |
CHARLOTTE, NC |
1,9071.9k
$62.0k |
$62.0k |
0.01% |
Added
+1.1k |
+1,050 |
| 90 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,4431.4k
$46.9k |
$46.9k |
0.00% |
New |
|
| 91 |
Signature Equity Partners, LLC
0.01% of their portfolio |
COLUMBUS, OH |
725725
$23.6k |
$23.6k |
0.01% |
First filing |
|
| 92 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
679679
$22.1k |
$22.1k |
0.00% |
Reduced
-37 |
-37 |
| 93 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
495495
$16.1k |
$16.1k |
0.00% |
Added
+125 |
+125 |
| 94 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
346346
$11.3k |
$11.3k |
0.00% |
New |
|
| 95 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
329329
$10.7k |
$10.7k |
0.00% |
Unchanged |
|
| 96 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
300300
$9.8k |
$9.8k |
0.00% |
Unchanged |
|
| 97 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
250250
$8.1k |
$8.1k |
0.00% |
Unchanged |
|
| 98 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
150150
$4.9k |
$4.9k |
0.00% |
Unchanged |
|
| 99 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
8787
$2.8k |
$2.8k |
0.00% |
Unchanged |
|