| 1 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
461,809461.8k
$16.4m |
$16.4m |
0.01% |
Reduced
-15.7k |
-15,736 |
| 2 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
360,357360.4k
$12.8m |
$12.8m |
0.02% |
Reduced
-557 |
-557 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
357,986358.0k
$12.7m |
$12.7m |
0.02% |
Reduced
-9.3k |
-9,306 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
319,088319.1k
$11.4m |
$11.4m |
0.00% |
Reduced
-68.4k |
-68,420 |
| 5 |
Janney Montgomery Scott LLC
0.02% of their portfolio |
PHILADELPHIA, PA |
261,477261.5k
$9.3m |
$9.3m |
0.02% |
Reduced
-3.5k |
-3,451 |
| 6 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
258,802258.8k
$9.2m |
$9.2m |
0.03% |
Reduced
-132.4k |
-132,364 |
| 7 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
203,918203.9k
$7.3m |
$7.3m |
0.00% |
Added
+865 |
+865 |
| 8 |
Sequent Planning LLC
1.13% of their portfolio |
OMAHA, NE |
148,608148.6k
$5.3m |
$5.3m |
1.13% |
Reduced
-337.0k |
-337,031 |
| 9 |
OPPENHEIMER & CO INC
0.06% of their portfolio |
NEW YORK, NY |
146,546146.5k
$5.2m |
$5.2m |
0.06% |
Reduced
-6.1k |
-6,087 |
| 10 |
STEPHENS INC /AR/
0.06% of their portfolio |
LITTLE ROCK, AR |
145,006145.0k
$5.2m |
$5.2m |
0.06% |
Reduced
-5 |
-5 |
| 11 |
First Heartland Consultants, Inc.
0.33% of their portfolio |
LAKE ST. LOUIS, MO |
142,252142.3k
$5.1m |
$5.1m |
0.33% |
Added
+3.8k |
+3,777 |
| 12 |
Luken Investment Analytics, LLC
1.60% of their portfolio |
BRENTWOOD, TN |
128,292128.3k
$4.6m |
$4.6m |
1.60% |
Reduced
-17.4k |
-17,418 |
| 13 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
117,689117.7k
$4.2m |
$4.2m |
0.00% |
Added
+23 |
+23 |
| 14 |
Ameritas Advisory Services, LLC
0.08% of their portfolio |
Lincoln, NE |
112,347112.3k
$4.0m |
$4.0m |
0.08% |
New |
|
| 15 |
Global Retirement Partners, LLC
0.06% of their portfolio |
San Rafael, CA |
107,571107.6k
$3.8m |
$3.8m |
0.06% |
First filing |
|
| 16 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
102,034102.0k
$3.6m |
$3.6m |
0.00% |
Reduced
-30.0k |
-29,997 |
| 17 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
88,84188.8k
$3.2m |
$3.2m |
0.04% |
Added
+1.9k |
+1,891 |
| 18 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
83,71983.7k
$3.0m |
$3.0m |
0.00% |
Added
+1.1k |
+1,126 |
| 19 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
80,88880.9k
$2.9m |
$2.9m |
0.00% |
Reduced
-3.3k |
-3,310 |
| 20 |
SACKS & ASSOCIATES, LLC
1.89% of their portfolio |
WARREN, NJ |
79,65679.7k
$2.8m |
$2.8m |
1.89% |
New |
|
| 21 |
Faithward Advisors, LLC
0.34% of their portfolio |
LANCASTER, PA |
78,11478.1k
$2.8m |
$2.8m |
0.34% |
Reduced
-566 |
-566 |
| 22 |
SMART Wealth LLC
0.60% of their portfolio |
Omaha, NE |
77,90377.9k
$2.8m |
$2.8m |
0.60% |
Reduced
-45.1k |
-45,062 |
| 23 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
70,55870.6k
$2.5m |
$2.5m |
0.01% |
Reduced
-1.3k |
-1,300 |
| 24 |
FWG Investments, LLC.
1.32% of their portfolio |
LEXINGTON, KY |
70,11970.1k
$2.5m |
$2.5m |
1.32% |
Reduced
-252 |
-252 |
| 25 |
GREAT VALLEY ADVISOR GROUP, INC.
0.04% of their portfolio |
WILMINGTON, DE |
64,79964.8k
$2.3m |
$2.3m |
0.04% |
Added
+179 |
+179 |
| 26 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
54,25654.3k
$1.9m |
$1.9m |
0.00% |
Added
+18.2k |
+18,210 |
| 27 |
Harvest Investment Services, LLC
0.29% of their portfolio |
Oakbrook Terrace, IL |
52,60752.6k
$1.9m |
$1.9m |
0.29% |
Reduced
-7.2k |
-7,215 |
| 28 |
Outlook Wealth Advisors, LLC
0.36% of their portfolio |
SHENANDOAH, TX |
46,71546.7k
$1.7m |
$1.7m |
0.36% |
Added
+4.0k |
+4,037 |
| 29 |
Clear Creek Financial Management, LLC
0.10% of their portfolio |
SILVERDALE, WA |
45,24245.2k
$1.6m |
$1.6m |
0.10% |
Reduced
-45 |
-45 |
| 30 |
Purus Wealth Management, LLC
0.44% of their portfolio |
Newport Beach, CA |
44,81544.8k
$1.6m |
$1.6m |
0.44% |
Reduced
-17.8k |
-17,801 |
| 31 |
UPTICK PARTNERS, LLC
0.25% of their portfolio |
NACOGDOCHES, TX |
44,48244.5k
$1.6m |
$1.6m |
0.25% |
Added
+34 |
+34 |
| 32 |
Keystone Wealth Services, LLC
0.28% of their portfolio |
PALM DESERT, CA |
42,97043.0k
$1.5m |
$1.5m |
0.28% |
Reduced
-2.7k |
-2,693 |
| 33 |
Maia Wealth LLC
0.22% of their portfolio |
DENVER, CO |
42,57842.6k
$1.5m |
$1.5m |
0.22% |
Reduced
-496 |
-496 |
| 34 |
Ignite Planners, LLC
0.20% of their portfolio |
SAN CLEMENTE, CA |
41,36441.4k
$1.5m |
$1.5m |
0.20% |
Reduced
-3.4k |
-3,411 |
| 35 |
Grantvest Financial Group LLC
0.71% of their portfolio |
MATAWAN, NJ |
34,55034.5k
$1.2m |
$1.2m |
0.71% |
Reduced
-124 |
-124 |
| 36 |
IFP Advisors, Inc
0.02% of their portfolio |
TAMPA, FL |
33,09933.1k
$1.2m |
$1.2m |
0.02% |
Reduced
-1.7k |
-1,651 |
| 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
32,50832.5k
$1.2m |
$1.2m |
0.00% |
Added
+1.7k |
+1,731 |
| 38 |
Mission Financial Group, LLC
0.89% of their portfolio |
HONOLULU, HI |
30,24130.2k
$1.1m |
$1.1m |
0.89% |
First filing |
|
| 39 |
Arax Advisory Partners
0.01% of their portfolio |
NEW YORK, NY |
29,83629.8k
$1.1m |
$1.1m |
0.01% |
New |
|
| 40 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
27,71427.7k
$986.9k |
$986.9k |
0.00% |
Reduced
-179 |
-179 |
| 41 |
DHJJ Financial Advisors, Ltd.
0.26% of their portfolio |
NAPERVILLE, IL |
25,71825.7k
$915.8k |
$915.8k |
0.26% |
Reduced
-265 |
-265 |
| 42 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
25,15725.2k
$895.8k |
$895.8k |
0.01% |
Unchanged |
|
| 43 |
World Investment Advisors
0.01% of their portfolio |
LINCROFT, NJ |
24,07224.1k
$855.6k |
$855.6k |
0.01% |
Reduced
-187 |
-187 |
| 44 |
SILVER OAK SECURITIES, INCORPORATED
0.05% of their portfolio |
JACKSON, TN |
24,02124.0k
$855.4k |
$855.4k |
0.05% |
Added
+5.5k |
+5,461 |
| 45 |
Global Assets Advisory, LLC
0.18% of their portfolio |
ORLANDO, FL |
23,77223.8k
$844.4k |
$844.4k |
0.18% |
New |
|
| 46 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
23,65023.6k
$842.2k |
$842.2k |
0.00% |
Reduced
-4.7k |
-4,665 |
| 47 |
PARK AVENUE SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
22,61822.6k
$805.0k |
$805.0k |
0.01% |
Reduced
-480 |
-480 |
| 48 |
1776 Wealth LLC
0.27% of their portfolio |
ATLANTA, GA |
21,54021.5k
$767.0k |
$767.0k |
0.27% |
Unchanged |
|
| 49 |
INSIGNEO ADVISORY SERVICES, LLC
0.03% of their portfolio |
MIAMI, FL |
21,32421.3k
$759.3k |
$759.3k |
0.03% |
Reduced
-56 |
-56 |
| 50 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
18,27018.3k
$650.6k |
$650.6k |
0.01% |
Unchanged |
|
| 51 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
18,20118.2k
$648.1k |
$648.1k |
0.02% |
Unchanged |
|
| 52 |
NOVEM GROUP
0.07% of their portfolio |
Rochester, NY |
18,19418.2k
$647.9k |
$647.9k |
0.07% |
Added
+450 |
+450 |
| 53 |
Grant Street Asset Management, Inc.
0.10% of their portfolio |
CANONSBURG, PA |
16,67816.7k
$593.9k |
$593.9k |
0.10% |
Unchanged |
|
| 54 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
16,46116.5k
$586.0k |
$586.0k |
0.02% |
Unchanged |
|
| 55 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
16,26416.3k
$576.9k |
$576.9k |
0.02% |
Added
+8.0k |
+7,978 |
| 56 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
15,93615.9k
$567.5k |
$567.5k |
0.01% |
Added
+1.2k |
+1,249 |
| 57 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
15,84815.8k
$564.3k |
$564.3k |
0.00% |
Unchanged |
|
| 58 |
Redhawk Wealth Advisors, Inc.
0.05% of their portfolio |
MINNEAPOLIS, MN |
14,40714.4k
$513.0k |
$513.0k |
0.05% |
Reduced
-2.4k |
-2,409 |
| 59 |
Benson Wealth Management INC
0.49% of their portfolio |
OOLTEWAH, TN, TN |
13,61113.6k
$484.7k |
$484.7k |
0.49% |
Added
+64 |
+64 |
| 60 |
Diligent Investors, LLC
0.11% of their portfolio |
REDLANDS, CA |
13,50013.5k
$480.7k |
$480.7k |
0.11% |
Unchanged |
|
| 61 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
13,31013.3k
$474.0k |
$474.0k |
0.01% |
Unchanged |
|
| 62 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
13,00213.0k
$463.0k |
$463.0k |
0.01% |
Reduced
-180 |
-180 |
| 63 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
12,68612.7k
$451.7k |
$451.7k |
0.01% |
Reduced
-17 |
-17 |
| 64 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
12,67912.7k
$452.2k |
$452.2k |
0.00% |
Added
+742 |
+742 |
| 65 |
Kovack Advisors, Inc.
0.02% of their portfolio |
FT. LAUDERDALE, FL |
12,31312.3k
$437.9k |
$437.9k |
0.02% |
Added
+5.8k |
+5,769 |
| 66 |
BECK CAPITAL MANAGEMENT, LLC
0.08% of their portfolio |
AUSTIN, TX |
11,48111.5k
$408.8k |
$408.8k |
0.08% |
New |
|
| 67 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
10,92710.9k
$389.1k |
$389.1k |
0.00% |
Reduced
-58 |
-58 |
| 68 |
Capital Analysts, LLC
0.01% of their portfolio |
FORT WASHINGTON, PA |
10,77810.8k
$384.0k |
$384.0k |
0.01% |
Unchanged |
|
| 69 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
10,50010.5k
$373.9k |
$373.9k |
0.02% |
Unchanged |
|
| 70 |
FIDUCIARY FINANCIAL ADVISORS
0.04% of their portfolio |
GRAND RAPIDS, MI |
10,32210.3k
$367.5k |
$367.5k |
0.04% |
New |
|
| 71 |
WINNACLE WEALTH LLC
0.25% of their portfolio |
WACO, TX |
10,24410.2k
$364.8k |
$364.8k |
0.25% |
Reduced
-240 |
-240 |
| 72 |
EQUITABLE TRUST CO
0.01% of their portfolio |
NASHVILLE, TN |
9,8619.9k
$351.1k |
$351.1k |
0.01% |
Unchanged |
|
| 73 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
9,8389.8k
$350.3k |
$350.3k |
0.00% |
New |
|
| 74 |
Gradient Investments LLC
0.00% of their portfolio |
ARDEN HILLS, MN |
8,7398.7k
$311.2k |
$311.2k |
0.00% |
New |
|
| 75 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
8,4098.4k
$299.4k |
$299.4k |
0.02% |
Unchanged |
|
| 76 |
MGO ONE SEVEN LLC
0.00% of their portfolio |
Beachwood, OH |
8,2758.3k
$294.7k |
$294.7k |
0.00% |
Reduced
-10 |
-10 |
| 77 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
8,2688.3k
$294.4k |
$294.4k |
0.01% |
New |
|
| 78 |
Lifeworks Advisors, LLC
0.03% of their portfolio |
GRAND RAPIDS, MI |
8,1468.1k
$290.1k |
$290.1k |
0.03% |
Unchanged |
|
| 79 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
8,0618.1k
$287.1k |
$287.1k |
0.01% |
Unchanged |
|
| 80 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
8,0288.0k
$285.9k |
$285.9k |
0.00% |
Unchanged |
|
| 81 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
8,0208.0k
$285.6k |
$285.6k |
0.01% |
Unchanged |
|
| 82 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
8,0048.0k
$285.0k |
$285.0k |
0.01% |
Reduced
-56 |
-56 |
| 83 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
7,9077.9k
$281.6k |
$281.6k |
0.01% |
Unchanged |
|
| 84 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
7,8907.9k
$281.0k |
$281.0k |
0.01% |
Reduced
-1.6k |
-1,591 |
| 85 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
7,3527.4k
$262.0k |
$262.0k |
0.01% |
Unchanged |
|
| 86 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
7,2327.2k
$257.5k |
$257.5k |
0.01% |
Unchanged |
|
| 87 |
NWF Advisory Services Inc.
0.02% of their portfolio |
Los Angeles, CA |
6,9006.9k
$245.7k |
$245.7k |
0.02% |
Added
+87 |
+87 |
| 88 |
SOA Wealth Advisors, LLC.
0.04% of their portfolio |
NEW YORK, NY |
6,6036.6k
$235.1k |
$235.1k |
0.04% |
Unchanged |
|
| 89 |
Integrated Advisors Network LLC
0.01% of their portfolio |
DALLAS, TX |
6,6006.6k
$235.0k |
$235.0k |
0.01% |
Unchanged |
|
| 90 |
MONEY CONCEPTS CAPITAL CORP
0.01% of their portfolio |
PALM BEACH GARDENS, FL |
6,4226.4k
$228.7k |
$228.7k |
0.01% |
New |
|
| 91 |
Share Andrew L.
0.12% of their portfolio |
MANCHESTER, NH |
6,3006.3k
$224.3k |
$224.3k |
0.12% |
New |
|
| 92 |
Pitti Group Wealth Management, LLC
0.16% of their portfolio |
VICTOR, NY |
6,2196.2k
$221.5k |
$221.5k |
0.16% |
Reduced
-285 |
-285 |
| 93 |
Cornerstone Wealth, LLC/TN
0.11% of their portfolio |
GREENEVILLE, TN |
6,2146.2k
$221.0k |
$221.0k |
0.11% |
Reduced
-500 |
-500 |
| 94 |
PFG Advisors
0.01% of their portfolio |
Phoenix, AZ |
6,1596.2k
$219.3k |
$219.3k |
0.01% |
Reduced
-5.9k |
-5,874 |
| 95 |
Garden State Investment Advisory Services LLC
0.04% of their portfolio |
Red Bank, NJ |
6,0006.0k
$213.7k |
$213.7k |
0.04% |
New |
|
| 96 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
5,8845.9k
$209.5k |
$209.5k |
0.00% |
New |
|
| 97 |
LEGACY SOLUTIONS, LLC
0.17% of their portfolio |
KENNETT SQUARE, PA |
5,7775.8k
$205.7k |
$205.7k |
0.17% |
New |
|
| 98 |
Capital Investment Advisory Services, LLC
0.01% of their portfolio |
RALEIGH, NC |
4,8074.8k
$171.2k |
$171.2k |
0.01% |
Reduced
-375 |
-375 |
| 99 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
3,9203.9k
$139.6k |
$139.6k |
0.00% |
Unchanged |
|
| 100 |
Integrity Financial Corp /WA
0.06% of their portfolio |
JACKSON, WY |
3,6123.6k
$128.6k |
$128.6k |
0.06% |
Reduced
-22 |
-22 |