| 1 |
Sequent Planning LLC
3.69% of their portfolio |
OMAHA, NE |
485,639485.6k
$15.3m |
$15.3m |
3.69% |
Reduced
-22.9k |
-22,930 |
| 2 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
477,545477.5k
$15.0m |
$15.0m |
0.02% |
Added
+14.2k |
+14,213 |
| 3 |
Kestra Advisory Services, LLC
0.05% of their portfolio |
AUSTIN, TX |
391,166391.2k
$12.3m |
$12.3m |
0.05% |
Added
+146.9k |
+146,901 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
387,508387.5k
$12.2m |
$12.2m |
0.00% |
Reduced
-21.7k |
-21,745 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
367,292367.3k
$11.6m |
$11.6m |
0.02% |
Reduced
-4.1k |
-4,112 |
| 6 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
360,914360.9k
$11.4m |
$11.4m |
0.02% |
Reduced
-35.7k |
-35,672 |
| 7 |
Janney Montgomery Scott LLC
0.02% of their portfolio |
PHILADELPHIA, PA |
264,928264.9k
$8.3m |
$8.3m |
0.02% |
Added
+188.5k |
+188,488 |
| 8 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
203,053203.1k
$6.4m |
$6.4m |
0.00% |
Added
+3.4k |
+3,365 |
| 9 |
OPPENHEIMER & CO INC
0.06% of their portfolio |
NEW YORK, NY |
152,633152.6k
$4.8m |
$4.8m |
0.06% |
Added
+6.8k |
+6,763 |
| 10 |
Luken Investment Analytics, LLC
1.75% of their portfolio |
BRENTWOOD, TN |
145,710145.7k
$4.6m |
$4.6m |
1.75% |
New |
|
| 11 |
STEPHENS INC /AR/
0.06% of their portfolio |
LITTLE ROCK, AR |
145,011145.0k
$4.6m |
$4.6m |
0.06% |
Added
+55.5k |
+55,496 |
| 12 |
First Heartland Consultants, Inc.
0.33% of their portfolio |
LAKE ST. LOUIS, MO |
138,475138.5k
$4.4m |
$4.4m |
0.33% |
Added
+7.1k |
+7,056 |
| 13 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
132,031132.0k
$4.2m |
$4.2m |
0.01% |
Reduced
-12.3k |
-12,254 |
| 14 |
SMART Wealth LLC
1.13% of their portfolio |
Omaha, NE |
122,965123.0k
$3.9m |
$3.9m |
1.13% |
Reduced
-13.4k |
-13,376 |
| 15 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
117,666117.7k
$3.7m |
$3.7m |
0.00% |
Added
+37.8k |
+37,795 |
| 16 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
86,95087.0k
$2.7m |
$2.7m |
0.04% |
Reduced
-4.5k |
-4,469 |
| 17 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
84,19884.2k
$2.6m |
$2.6m |
0.01% |
Reduced
-11.3k |
-11,318 |
| 18 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
82,59382.6k
$2.6m |
$2.6m |
0.00% |
Added
+43.8k |
+43,844 |
| 19 |
Faithward Advisors, LLC
0.35% of their portfolio |
LANCASTER, PA |
78,68078.7k
$2.5m |
$2.5m |
0.35% |
Added
+26.3k |
+26,322 |
| 20 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
71,85871.9k
$2.3m |
$2.3m |
0.01% |
Added
+1.6k |
+1,600 |
| 21 |
FWG Investments, LLC.
1.41% of their portfolio |
LEXINGTON, KY |
70,37170.4k
$2.2m |
$2.2m |
1.41% |
Added
+3.7k |
+3,738 |
| 22 |
GREAT VALLEY ADVISOR GROUP, INC.
0.04% of their portfolio |
WILMINGTON, DE |
64,62064.6k
$2.0m |
$2.0m |
0.04% |
Added
+2.8k |
+2,845 |
| 23 |
Purus Wealth Management, LLC
0.63% of their portfolio |
Newport Beach, CA |
62,61662.6k
$2.0m |
$2.0m |
0.63% |
Reduced
-10.9k |
-10,877 |
| 24 |
Harvest Investment Services, LLC
0.34% of their portfolio |
Oakbrook Terrace, IL |
59,82259.8k
$1.9m |
$1.9m |
0.34% |
Added
+31.0k |
+30,986 |
| 25 |
Keystone Wealth Services, LLC
0.31% of their portfolio |
PALM DESERT, CA |
45,66345.7k
$1.4m |
$1.4m |
0.31% |
New |
|
| 26 |
Clear Creek Financial Management, LLC
0.11% of their portfolio |
SILVERDALE, WA |
45,28745.3k
$1.4m |
$1.4m |
0.11% |
Added
+17.8k |
+17,796 |
| 27 |
Ignite Planners, LLC
0.22% of their portfolio |
SAN CLEMENTE, CA |
44,77544.8k
$1.4m |
$1.4m |
0.22% |
Added
+921 |
+921 |
| 28 |
UPTICK PARTNERS, LLC
0.28% of their portfolio |
NACOGDOCHES, TX |
44,44844.4k
$1.4m |
$1.4m |
0.28% |
New |
|
| 29 |
Maia Wealth LLC
0.23% of their portfolio |
DENVER, CO |
43,07443.1k
$1.4m |
$1.4m |
0.23% |
Reduced
-1.0k |
-1,018 |
| 30 |
Outlook Wealth Advisors, LLC
0.33% of their portfolio |
SHENANDOAH, TX |
42,67842.7k
$1.3m |
$1.3m |
0.33% |
Added
+7.6k |
+7,575 |
| 31 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
36,04636.0k
$1.1m |
$1.1m |
0.00% |
Reduced
-2.6k |
-2,571 |
| 32 |
IFP Advisors, Inc
0.02% of their portfolio |
TAMPA, FL |
34,75034.8k
$1.1m |
$1.1m |
0.02% |
Reduced
-1.1k |
-1,138 |
| 33 |
Grantvest Financial Group LLC
0.71% of their portfolio |
MATAWAN, NJ |
34,67434.7k
$1.1m |
$1.1m |
0.71% |
Added
+71 |
+71 |
| 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
30,77730.8k
$968.2k |
$968.2k |
0.00% |
New |
|
| 35 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
28,31528.3k
$890.8k |
$890.8k |
0.00% |
Reduced
-3.8k |
-3,800 |
| 36 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
27,89327.9k
$877.5k |
$877.5k |
0.00% |
Unchanged |
|
| 37 |
DHJJ Financial Advisors, Ltd.
0.27% of their portfolio |
NAPERVILLE, IL |
25,98326.0k
$817.4k |
$817.4k |
0.27% |
Reduced
-153 |
-153 |
| 38 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
25,15725.2k
$791.4k |
$791.4k |
0.01% |
Reduced
-10 |
-10 |
| 39 |
World Investment Advisors
0.01% of their portfolio |
LINCROFT, NJ |
24,25924.3k
$763.2k |
$763.2k |
0.01% |
Reduced
-1.4k |
-1,413 |
| 40 |
PARK AVENUE SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
23,09823.1k
$727.0k |
$727.0k |
0.01% |
Added
+13.7k |
+13,665 |
| 41 |
1776 Wealth LLC
0.27% of their portfolio |
ATLANTA, GA |
21,54021.5k
$677.6k |
$677.6k |
0.27% |
Unchanged |
|
| 42 |
INSIGNEO ADVISORY SERVICES, LLC
0.05% of their portfolio |
MIAMI, FL |
21,38021.4k
$672.6k |
$672.6k |
0.05% |
Reduced
-2.0k |
-1,953 |
| 43 |
Synergy Asset Management, LLC
0.07% of their portfolio |
VANCOUVER, WA |
20,28220.3k
$638.1k |
$638.1k |
0.07% |
Reduced
-63 |
-63 |
| 44 |
SILVER OAK SECURITIES, INCORPORATED
0.04% of their portfolio |
JACKSON, TN |
18,56018.6k
$583.9k |
$583.9k |
0.04% |
Added
+3.0k |
+3,000 |
| 45 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
18,27018.3k
$574.8k |
$574.8k |
0.01% |
Unchanged |
|
| 46 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
18,20118.2k
$572.6k |
$572.6k |
0.02% |
Added
+1.5k |
+1,528 |
| 47 |
NOVEM GROUP
0.06% of their portfolio |
Rochester, NY |
17,74417.7k
$558.2k |
$558.2k |
0.06% |
Reduced
-500 |
-500 |
| 48 |
Redhawk Wealth Advisors, Inc.
0.06% of their portfolio |
MINNEAPOLIS, MN |
16,81616.8k
$529.0k |
$529.0k |
0.06% |
Added
+6.2k |
+6,163 |
| 49 |
Sunbelt Securities, Inc.
0.03% of their portfolio |
HOUSTON, TX |
16,76016.8k
$527.3k |
$527.3k |
0.03% |
Added
+820 |
+820 |
| 50 |
Grant Street Asset Management, Inc.
0.10% of their portfolio |
CANONSBURG, PA |
16,67816.7k
$524.7k |
$524.7k |
0.10% |
Added
+1.5k |
+1,541 |
| 51 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
16,46116.5k
$518.0k |
$518.0k |
0.02% |
Reduced
-100 |
-100 |
| 52 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
15,84815.8k
$498.6k |
$498.6k |
0.00% |
Reduced
-3.7k |
-3,667 |
| 53 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
14,68714.7k
$462.1k |
$462.1k |
0.01% |
Added
+3.6k |
+3,555 |
| 54 |
Benson Wealth Management INC
0.58% of their portfolio |
OOLTEWAH, TN, TN |
13,54713.5k
$426.2k |
$426.2k |
0.58% |
Added
+2.2k |
+2,191 |
| 55 |
Diligent Investors, LLC
0.11% of their portfolio |
REDLANDS, CA |
13,50013.5k
$424.7k |
$424.7k |
0.11% |
Unchanged |
|
| 56 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
13,31013.3k
$418.7k |
$418.7k |
0.01% |
New |
|
| 57 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
13,18213.2k
$414.7k |
$414.7k |
0.01% |
Unchanged |
|
| 58 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
12,70312.7k
$399.6k |
$399.6k |
0.01% |
Reduced
-2.6k |
-2,554 |
| 59 |
PFG Advisors
0.02% of their portfolio |
Phoenix, AZ |
12,03312.0k
$378.6k |
$378.6k |
0.02% |
Added
+779 |
+779 |
| 60 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
11,93711.9k
$378.3k |
$378.3k |
0.00% |
Reduced
-3.8k |
-3,795 |
| 61 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
10,98511.0k
$345.6k |
$345.6k |
0.00% |
Added
+285 |
+285 |
| 62 |
Capital Analysts, LLC
0.01% of their portfolio |
FORT WASHINGTON, PA |
10,77810.8k
$339.0k |
$339.0k |
0.01% |
Reduced
-729 |
-729 |
| 63 |
Private Advisory Group LLC
0.02% of their portfolio |
REDMOND, WA |
10,74210.7k
$337.9k |
$337.9k |
0.02% |
Reduced
-235 |
-235 |
| 64 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
10,50010.5k
$330.3k |
$330.3k |
0.02% |
Unchanged |
|
| 65 |
WINNACLE WEALTH LLC
0.25% of their portfolio |
WACO, TX |
10,48410.5k
$329.8k |
$329.8k |
0.25% |
Reduced
-1.4k |
-1,377 |
| 66 |
Anfield Capital Management, LLC
0.09% of their portfolio |
IRVINE, CA |
10,05610.1k
$316.4k |
$316.4k |
0.09% |
New |
|
| 67 |
EQUITABLE TRUST CO
0.01% of their portfolio |
NASHVILLE, TN |
9,8619.9k
$310.2k |
$310.2k |
0.01% |
New |
|
| 68 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
9,4819.5k
$298.3k |
$298.3k |
0.01% |
Unchanged |
|
| 69 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
8,4098.4k
$264.5k |
$264.5k |
0.02% |
Unchanged |
|
| 70 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
8,2868.3k
$260.7k |
$260.7k |
0.01% |
Added
+1.9k |
+1,886 |
| 71 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
8,2858.3k
$260.6k |
$260.6k |
0.01% |
Added
+145 |
+145 |
| 72 |
Lifeworks Advisors, LLC
0.03% of their portfolio |
GRAND RAPIDS, MI |
8,1468.1k
$256.3k |
$256.3k |
0.03% |
Unchanged |
|
| 73 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
8,0618.1k
$253.6k |
$253.6k |
0.01% |
Unchanged |
|
| 74 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
8,0608.1k
$253.6k |
$253.6k |
0.01% |
New |
|
| 75 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
8,0288.0k
$252.6k |
$252.6k |
0.00% |
Unchanged |
|
| 76 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
8,0208.0k
$252.3k |
$252.3k |
0.01% |
Unchanged |
|
| 77 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
7,9077.9k
$248.8k |
$248.8k |
0.01% |
Unchanged |
|
| 78 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
7,3527.4k
$231.0k |
$231.0k |
0.01% |
Added
+767 |
+767 |
| 79 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
7,2327.2k
$227.5k |
$227.5k |
0.01% |
New |
|
| 80 |
NWF Advisory Services Inc.
0.02% of their portfolio |
Los Angeles, CA |
6,8136.8k
$214.3k |
$214.3k |
0.02% |
Unchanged |
|
| 81 |
Cornerstone Wealth, LLC/TN
0.13% of their portfolio |
GREENEVILLE, TN |
6,7146.7k
$228.5k |
$228.5k |
0.13% |
First filing |
|
| 82 |
SOA Wealth Advisors, LLC.
0.04% of their portfolio |
NEW YORK, NY |
6,6036.6k
$207.7k |
$207.7k |
0.04% |
Reduced
-1.8k |
-1,750 |
| 83 |
Integrated Advisors Network LLC
0.01% of their portfolio |
DALLAS, TX |
6,6006.6k
$207.6k |
$207.6k |
0.01% |
Unchanged |
|
| 84 |
Kovack Advisors, Inc.
0.01% of their portfolio |
FT. LAUDERDALE, FL |
6,5446.5k
$206.5k |
$206.5k |
0.01% |
Reduced
-2.9k |
-2,929 |
| 85 |
Pitti Group Wealth Management, LLC
0.17% of their portfolio |
VICTOR, NY |
6,5046.5k
$204.6k |
$204.6k |
0.17% |
Unchanged |
|
| 86 |
Capital Investment Advisory Services, LLC
0.01% of their portfolio |
RALEIGH, NC |
5,1825.2k
$163.0k |
$163.0k |
0.01% |
Reduced
-34 |
-34 |
| 87 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
3,9203.9k
$123.3k |
$123.3k |
0.00% |
New |
|
| 88 |
Integrity Financial Corp /WA
0.06% of their portfolio |
JACKSON, WY |
3,6343.6k
$114.3k |
$114.3k |
0.06% |
Added
+815 |
+815 |
| 89 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
3,0263.0k
$95.2k |
$95.2k |
0.00% |
Unchanged |
|
| 90 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
2,5692.6k
$80.8k |
$80.8k |
0.00% |
Reduced
-18 |
-18 |
| 91 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
2,2352.2k
$70.3k |
$70.3k |
0.00% |
Unchanged |
|
| 92 |
Topsail Wealth Management, LLC
0.01% of their portfolio |
CHARLOTTE, NC |
1,9071.9k
$60.0k |
$60.0k |
0.01% |
Unchanged |
|
| 93 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
1,7951.8k
$56.5k |
$56.5k |
0.00% |
Added
+1.3k |
+1,300 |
| 94 |
Signature Equity Partners, LLC
0.03% of their portfolio |
COLUMBUS, OH |
1,5011.5k
$47.2k |
$47.2k |
0.03% |
Added
+776 |
+776 |
| 95 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,4431.4k
$45.4k |
$45.4k |
0.00% |
Unchanged |
|
| 96 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
654654
$20.6k |
$20.6k |
0.00% |
Reduced
-25 |
-25 |
| 97 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
329329
$10.3k |
$10.3k |
0.00% |
Unchanged |
|
| 98 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
300300
$9.5k |
$9.5k |
0.00% |
Unchanged |
|
| 99 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
250250
$7.9k |
$7.9k |
0.00% |
Unchanged |
|
| 100 |
Larson Financial Group LLC
0.00% of their portfolio |
ST LOUIS, MO |
222222
$7.0k |
$7.0k |
0.00% |
New |
|