| 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
5.46% of their portfolio |
WILLIAMSVILLE, NY |
798,972799.0k
$22.0m |
$22.0m |
5.46% |
Reduced
-3.4k |
-3,379 |
| 2 |
Luken Investment Analytics, LLC
5.55% of their portfolio |
BRENTWOOD, TN |
576,492576.5k
$15.9m |
$15.9m |
5.55% |
Added
+31.1k |
+31,149 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
273,185273.2k
$7.5m |
$7.5m |
0.01% |
Reduced
-68.6k |
-68,586 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
242,756242.8k
$6.7m |
$6.7m |
0.01% |
Reduced
-3.9k |
-3,866 |
| 5 |
US BANCORP \DE\
0.01% of their portfolio |
MINNEAPOLIS, MN |
167,620167.6k
$4.6m |
$4.6m |
0.01% |
Reduced
-14.8k |
-14,789 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
146,895146.9k
$4.0m |
$4.0m |
0.00% |
Added
+2.6k |
+2,603 |
| 7 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
117,565117.6k
$3.2m |
$3.2m |
0.00% |
Reduced
-47.4k |
-47,438 |
| 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
104,579104.6k
$2.9m |
$2.9m |
0.00% |
New |
|
| 9 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
71,93071.9k
$2.0m |
$2.0m |
0.00% |
Reduced
-6.9k |
-6,864 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
64,88564.9k
$1.8m |
$1.8m |
0.00% |
Added
+3.8k |
+3,768 |
| 11 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
51,12951.1k
$1.4m |
$1.4m |
0.00% |
Added
+9.3k |
+9,285 |
| 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
42,97743.0k
$131.9k |
$131.9k |
0.00% |
Added
+583 |
+583 |
| 13 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
42,38642.4k
$1.2m |
$1.2m |
0.00% |
Unchanged |
|
| 14 |
1776 Wealth LLC
0.39% of their portfolio |
ATLANTA, GA |
40,30440.3k
$1.1m |
$1.1m |
0.39% |
Unchanged |
|
| 15 |
NorthCrest Asset Manangement, LLC
0.03% of their portfolio |
PLYMOUTH, MN |
38,30038.3k
$1.1m |
$1.1m |
0.03% |
Unchanged |
|
| 16 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
32,78432.8k
$903.0k |
$903.0k |
0.02% |
Added
+17.5k |
+17,509 |
| 17 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
27,09127.1k
$746.2k |
$746.2k |
0.00% |
Reduced
-13.2k |
-13,175 |
| 18 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
26,46026.5k
$728.8k |
$728.8k |
0.01% |
Reduced
-54.3k |
-54,297 |
| 19 |
BFI Wealth Solutions, LLC
0.47% of their portfolio |
DALLAS, TX |
22,83522.8k
$629.0k |
$629.0k |
0.47% |
Reduced
-6 |
-6 |
| 20 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
19,37019.4k
$533.5k |
$533.5k |
0.00% |
New |
|
| 21 |
Mission Financial Group, LLC
0.43% of their portfolio |
HONOLULU, HI |
18,84718.8k
$519.2k |
$519.2k |
0.43% |
First filing |
|
| 22 |
DHJJ Financial Advisors, Ltd.
0.15% of their portfolio |
NAPERVILLE, IL |
18,34818.3k
$505.4k |
$505.4k |
0.15% |
Reduced
-995 |
-995 |
| 23 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
17,74517.7k
$489.0k |
$489.0k |
0.00% |
Unchanged |
|
| 24 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
17,65017.6k
$486.2k |
$486.2k |
0.01% |
Unchanged |
|
| 25 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
15,77115.8k
$434.4k |
$434.4k |
0.00% |
New |
|
| 26 |
Avidian Wealth Enterprises, LLC
0.01% of their portfolio |
Houston, TX |
15,37115.4k
$423.4k |
$423.4k |
0.01% |
Unchanged |
|
| 27 |
Kovack Advisors, Inc.
0.02% of their portfolio |
FT. LAUDERDALE, FL |
14,18914.2k
$389.9k |
$389.9k |
0.02% |
Added
+283 |
+283 |
| 28 |
Ignite Planners, LLC
0.05% of their portfolio |
SAN CLEMENTE, CA |
14,10514.1k
$388.5k |
$388.5k |
0.05% |
Reduced
-845 |
-845 |
| 29 |
SILVER OAK SECURITIES, INCORPORATED
0.02% of their portfolio |
JACKSON, TN |
13,99614.0k
$385.5k |
$385.5k |
0.02% |
Unchanged |
|
| 30 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
12,79012.8k
$352.3k |
$352.3k |
0.02% |
Unchanged |
|
| 31 |
WINNACLE WEALTH LLC
0.21% of their portfolio |
WACO, TX |
11,34011.3k
$312.4k |
$312.4k |
0.21% |
Reduced
-260 |
-260 |
| 32 |
Diligent Investors, LLC
0.07% of their portfolio |
REDLANDS, CA |
10,80010.8k
$297.5k |
$297.5k |
0.07% |
Unchanged |
|
| 33 |
FIDUCIARY FINANCIAL ADVISORS
0.03% of their portfolio |
GRAND RAPIDS, MI |
10,64910.6k
$293.3k |
$293.3k |
0.03% |
New |
|
| 34 |
INSIGNEO ADVISORY SERVICES, LLC
0.01% of their portfolio |
MIAMI, FL |
10,63610.6k
$293.0k |
$293.0k |
0.01% |
Unchanged |
|
| 35 |
Fragasso Financial Advisors Inc
0.02% of their portfolio |
SEWICKLEY, PA |
10,59710.6k
$291.9k |
$291.9k |
0.02% |
Unchanged |
|
| 36 |
Integrity Financial Corp /WA
0.14% of their portfolio |
JACKSON, WY |
10,52310.5k
$289.9k |
$289.9k |
0.14% |
Reduced
-1.7k |
-1,668 |
| 37 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
10,20210.2k
$281.0k |
$281.0k |
0.00% |
Reduced
-2.7k |
-2,656 |
| 38 |
SOA Wealth Advisors, LLC.
0.04% of their portfolio |
NEW YORK, NY |
9,5049.5k
$261.8k |
$261.8k |
0.04% |
Unchanged |
|
| 39 |
Wedmont Private Capital
0.01% of their portfolio |
WEST CHESTER, PA |
8,8708.9k
$245.4k |
$245.4k |
0.01% |
Unchanged |
|
| 40 |
Mutual Advisors, LLC
0.00% of their portfolio |
OMAHA, NE |
8,1998.2k
$225.8k |
$225.8k |
0.00% |
Unchanged |
|
| 41 |
Grantvest Financial Group LLC
0.13% of their portfolio |
MATAWAN, NJ |
8,0308.0k
$221.2k |
$221.2k |
0.13% |
Reduced
-216 |
-216 |
| 42 |
Asset Allocation Strategies LLC
0.03% of their portfolio |
FARMINGTON, MI |
8,0238.0k
$221.0k |
$221.0k |
0.03% |
Unchanged |
|
| 43 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,9157.9k
$218.0k |
$218.0k |
0.00% |
Reduced
-1.9k |
-1,855 |
| 44 |
Main Street Financial Solutions, LLC
0.01% of their portfolio |
NEWTOWN, PA |
7,8407.8k
$216.0k |
$216.0k |
0.01% |
Unchanged |
|
| 45 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
7,5587.6k
$208.2k |
$208.2k |
0.01% |
New |
|
| 46 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01% of their portfolio |
KOKOMO, IN |
6,4596.5k
$177.9k |
$177.9k |
0.01% |
Reduced
-48 |
-48 |
| 47 |
EP Wealth Advisors, LLC
0.00% of their portfolio |
TORRANCE, CA |
6,0506.0k
$166.6k |
$166.6k |
0.00% |
Reduced
-3.5k |
-3,500 |
| 48 |
LANARK FINANCIAL, INC.
0.01% of their portfolio |
BIRMINGHAM, AL |
5,7765.8k
$159.1k |
$159.1k |
0.01% |
Reduced
-58 |
-58 |
| 49 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
5,7635.8k
$158.7k |
$158.7k |
0.00% |
Unchanged |
|
| 50 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
5,3735.4k
$148.0k |
$148.0k |
0.00% |
Unchanged |
|
| 51 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
5,0505.0k
$139.1k |
$139.1k |
0.00% |
New |
|
| 52 |
Capital Investment Advisory Services, LLC
0.01% of their portfolio |
RALEIGH, NC |
4,4164.4k
$121.6k |
$121.6k |
0.01% |
Reduced
-250 |
-250 |
| 53 |
Pinnacle Wealth Planning Services, Inc.
0.01% of their portfolio |
MANSFIELD, OH |
4,0264.0k
$110.9k |
$110.9k |
0.01% |
Unchanged |
|
| 54 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
BLUE BELL, PA |
2,4972.5k
$68.8k |
$68.8k |
0.01% |
Unchanged |
|
| 55 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
2,4822.5k
$68.0k |
$68.0k |
0.00% |
Unchanged |
|
| 56 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
2,0852.1k
$57.4k |
$57.4k |
0.00% |
New |
|
| 57 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,2001.2k
$33.1k |
$33.1k |
0.00% |
New |
|
| 58 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
1,1451.1k
$31.5k |
$31.5k |
0.00% |
Unchanged |
|
| 59 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
500500
$13.8k |
$13.8k |
0.00% |
Unchanged |
|
| 60 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
220220
$6.1k |
$6.1k |
0.00% |
Unchanged |
|
| 61 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
182182
$5.0k |
$5.0k |
0.00% |
First filing |
|
| 62 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
7171
$2.0k |
$2.0k |
0.00% |
New |
|
| 63 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
1313
$357 |
$357 |
0.00% |
Unchanged |
|