| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
508,794508.8k
$26.6m |
$26.6m |
0.01% |
Reduced
-366.2k |
-366,159 |
| 2 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
347,206347.2k
$18.2m |
$18.2m |
0.00% |
Reduced
-6.2k |
-6,222 |
| 3 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
313,660313.7k
$16.4m |
$16.4m |
0.03% |
Added
+18.4k |
+18,428 |
| 4 |
Bleakley Financial Group, LLC
0.15% of their portfolio |
PARSIPPANY, NJ |
222,953223.0k
$11.7m |
$11.7m |
0.15% |
Reduced
-8.5k |
-8,487 |
| 5 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
193,909193.9k
$10.1m |
$10.1m |
0.01% |
Added
+12.1k |
+12,131 |
| 6 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
174,244174.2k
$9.1m |
$9.1m |
0.01% |
Reduced
-179.0k |
-179,008 |
| 7 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
147,109147.1k
$7.7m |
$7.7m |
0.00% |
Reduced
-36.0k |
-35,986 |
| 8 |
REAP Financial Group, LLC
1.29% of their portfolio |
AUSTIN, TX |
144,724144.7k
$7.6m |
$7.6m |
1.29% |
Reduced
-300 |
-300 |
| 9 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
124,789124.8k
$6.5m |
$6.5m |
0.01% |
Reduced
-24.1k |
-24,132 |
| 10 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
117,793117.8k
$6.2m |
$6.2m |
0.01% |
Added
+17.2k |
+17,245 |
| 11 |
Capital Analysts, LLC
0.11% of their portfolio |
FORT WASHINGTON, PA |
91,02391.0k
$4.8m |
$4.8m |
0.11% |
Reduced
-499 |
-499 |
| 12 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
82,95483.0k
$4.3m |
$4.3m |
0.01% |
Reduced
-24.2k |
-24,197 |
| 13 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
0.49% of their portfolio |
Reston, VA |
70,83070.8k
$3.7m |
$3.7m |
0.49% |
Reduced
-30 |
-30 |
| 14 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
58,44758.4k
$3.1m |
$3.1m |
0.04% |
Reduced
-8.5k |
-8,506 |
| 15 |
Valtinson Bruner Financial Planning LLC
0.67% of their portfolio |
NEW BRIGHTON, MN |
50,92350.9k
$2.7m |
$2.7m |
0.67% |
Reduced
-467 |
-467 |
| 16 |
FWG Investments, LLC.
1.37% of their portfolio |
LEXINGTON, KY |
49,51049.5k
$2.6m |
$2.6m |
1.37% |
Reduced
-1.7k |
-1,740 |
| 17 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
47,04547.0k
$2.5m |
$2.5m |
0.00% |
Reduced
-368 |
-368 |
| 18 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
46,59346.6k
$2.4m |
$2.4m |
0.00% |
Reduced
-5.5k |
-5,499 |
| 19 |
SMART Wealth LLC
0.52% of their portfolio |
Omaha, NE |
46,40546.4k
$2.4m |
$2.4m |
0.52% |
Added
+7.7k |
+7,703 |
| 20 |
SOA Wealth Advisors, LLC.
0.39% of their portfolio |
NEW YORK, NY |
44,06844.1k
$2.3m |
$2.3m |
0.39% |
Reduced
-75 |
-75 |
| 21 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
43,26843.3k
$2.3m |
$2.3m |
0.00% |
Reduced
-5.4k |
-5,362 |
| 22 |
FIDUCIARY FINANCIAL ADVISORS
0.22% of their portfolio |
GRAND RAPIDS, MI |
42,23042.2k
$2.2m |
$2.2m |
0.22% |
New |
|
| 23 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
41,92441.9k
$2.2m |
$2.2m |
0.00% |
Reduced
-329 |
-329 |
| 24 |
Ameritas Advisory Services, LLC
0.04% of their portfolio |
Lincoln, NE |
35,53135.5k
$1.9m |
$1.9m |
0.04% |
Added
+19.1k |
+19,078 |
| 25 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
32,70232.7k
$1.7m |
$1.7m |
0.09% |
Added
+1.6k |
+1,570 |
| 26 |
McKinley Carter Wealth Services, Inc.
0.09% of their portfolio |
WHEELING, WV |
32,11632.1k
$1.7m |
$1.7m |
0.09% |
Reduced
-100 |
-100 |
| 27 |
INSIGNEO ADVISORY SERVICES, LLC
0.06% of their portfolio |
MIAMI, FL |
31,46631.5k
$1.6m |
$1.6m |
0.06% |
Unchanged |
|
| 28 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
30,50230.5k
$1.6m |
$1.6m |
0.00% |
Reduced
-4.8k |
-4,806 |
| 29 |
Harvest Investment Services, LLC
0.24% of their portfolio |
Oakbrook Terrace, IL |
29,73729.7k
$1.6m |
$1.6m |
0.24% |
Reduced
-212 |
-212 |
| 30 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
29,53129.5k
$1.5m |
$1.5m |
0.02% |
Reduced
-8.4k |
-8,390 |
| 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
28,88628.9k
$1.5m |
$1.5m |
0.00% |
Reduced
-3.4k |
-3,380 |
| 32 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
24,31424.3k
$1.3m |
$1.3m |
0.01% |
Reduced
-1.3k |
-1,270 |
| 33 |
SILVER OAK SECURITIES, INCORPORATED
0.08% of their portfolio |
JACKSON, TN |
24,29224.3k
$1.3m |
$1.3m |
0.08% |
Unchanged |
|
| 34 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
23,98724.0k
$1.3m |
$1.3m |
0.00% |
Reduced
-2.7k |
-2,700 |
| 35 |
Keystone Wealth Services, LLC
0.22% of their portfolio |
PALM DESERT, CA |
23,10123.1k
$1.2m |
$1.2m |
0.22% |
Unchanged |
|
| 36 |
Fragasso Financial Advisors Inc
0.06% of their portfolio |
SEWICKLEY, PA |
21,52121.5k
$1.1m |
$1.1m |
0.06% |
Reduced
-42 |
-42 |
| 37 |
Integrity Financial Corp /WA
0.53% of their portfolio |
JACKSON, WY |
21,10121.1k
$1.1m |
$1.1m |
0.53% |
Reduced
-1.4k |
-1,418 |
| 38 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
20,71520.7k
$1.1m |
$1.1m |
0.00% |
New |
|
| 39 |
Archer Investment Corp
0.10% of their portfolio |
Carmel, IN |
20,07020.1k
$1.0m |
$1.0m |
0.10% |
Added
+10.0k |
+10,035 |
| 40 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
19,72719.7k
$1.0m |
$1.0m |
0.00% |
Reduced
-569 |
-569 |
| 41 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
19,45219.5k
$1.0m |
$1.0m |
0.03% |
New |
|
| 42 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
18,46518.5k
$965.5k |
$965.5k |
0.00% |
Reduced
-193 |
-193 |
| 43 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
17,67417.7k
$924.2k |
$924.2k |
0.01% |
Added
+2.0k |
+2,011 |
| 44 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
17,11817.1k
$895.1k |
$895.1k |
0.01% |
Unchanged |
|
| 45 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
17,04617.0k
$891.3k |
$891.3k |
0.00% |
Reduced
-279 |
-279 |
| 46 |
Ashton Thomas Private Wealth, LLC
0.02% of their portfolio |
SCOTTSDALE, AZ |
15,98716.0k
$836.0k |
$836.0k |
0.02% |
Added
+1.4k |
+1,428 |
| 47 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
15,91515.9k
$832.2k |
$832.2k |
0.02% |
Added
+270 |
+270 |
| 48 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
15,80015.8k
$819.4k |
$819.4k |
0.00% |
Added
+14.6k |
+14,555 |
| 49 |
Bison Wealth, LLC
0.08% of their portfolio |
ATLANTA, GA |
15,74315.7k
$827.8k |
$827.8k |
0.08% |
Unchanged |
|
| 50 |
Freedom Investment Management, Inc.
0.23% of their portfolio |
SOUTH WINDSOR, CT |
15,74015.7k
$823.0k |
$823.0k |
0.23% |
Unchanged |
|
| 51 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
15,63115.6k
$817.0k |
$817.0k |
0.00% |
New |
|
| 52 |
STEPHENS INC /AR/
0.01% of their portfolio |
LITTLE ROCK, AR |
15,41715.4k
$806.2k |
$806.2k |
0.01% |
Unchanged |
|
| 53 |
Midwest Financial Network, LLC
0.52% of their portfolio |
TINLEY PARK, IL |
14,64514.6k
$765.8k |
$765.8k |
0.52% |
Reduced
-3.9k |
-3,947 |
| 54 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
14,18314.2k
$741.6k |
$741.6k |
0.01% |
Reduced
-781 |
-781 |
| 55 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.09% of their portfolio |
BLUE BELL, PA |
13,64413.6k
$713.4k |
$713.4k |
0.09% |
Reduced
-328 |
-328 |
| 56 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
13,10413.1k
$685.2k |
$685.2k |
0.30% |
Added
+4.4k |
+4,375 |
| 57 |
Tanglewood Legacy Advisors, LLC
0.22% of their portfolio |
HOUSTON, TX |
12,98413.0k
$678.9k |
$678.9k |
0.22% |
Unchanged |
|
| 58 |
Schulz Wealth, LTD.
0.35% of their portfolio |
MANSFIELD, TX |
12,87312.9k
$673.1k |
$673.1k |
0.35% |
First filing |
|
| 59 |
Octavia Wealth Advisors, LLC
0.06% of their portfolio |
CINCINNATI, OH |
12,52312.5k
$654.8k |
$654.8k |
0.06% |
Unchanged |
|
| 60 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.18% of their portfolio |
WATERLOO, IA |
12,11812.1k
$633.6k |
$633.6k |
0.18% |
Reduced
-73 |
-73 |
| 61 |
Strategic Blueprint, LLC
0.03% of their portfolio |
ATLANTA, GA |
11,51711.5k
$602.2k |
$602.2k |
0.03% |
Reduced
-13.3k |
-13,337 |
| 62 |
Pitti Group Wealth Management, LLC
0.42% of their portfolio |
VICTOR, NY |
11,13011.1k
$582.0k |
$582.0k |
0.42% |
Reduced
-172 |
-172 |
| 63 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
11,06711.1k
$578.7k |
$578.7k |
0.01% |
Reduced
-536 |
-536 |
| 64 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
11,02811.0k
$576.6k |
$576.6k |
0.02% |
Reduced
-16.1k |
-16,061 |
| 65 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
10,90110.9k
$570.0k |
$570.0k |
0.08% |
Reduced
-91 |
-91 |
| 66 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
10,73610.7k
$561.4k |
$561.4k |
0.00% |
New |
|
| 67 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
10,45910.5k
$546.9k |
$546.9k |
0.00% |
Reduced
-3.4k |
-3,430 |
| 68 |
Signal Advisors Wealth, LLC
0.03% of their portfolio |
DETROIT, MI |
9,7879.8k
$511.8k |
$511.8k |
0.03% |
Reduced
-12.9k |
-12,945 |
| 69 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
9,7679.8k
$510.7k |
$510.7k |
0.01% |
Reduced
-4.0k |
-4,003 |
| 70 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
9,6859.7k
$506.4k |
$506.4k |
0.02% |
Unchanged |
|
| 71 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
9,6069.6k
$502.3k |
$502.3k |
0.00% |
Reduced
-300 |
-300 |
| 72 |
Geneos Wealth Management Inc.
0.01% of their portfolio |
ENGLEWOOD, CO |
9,3309.3k
$487.9k |
$487.9k |
0.01% |
Unchanged |
|
| 73 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
9,1769.2k
$479.8k |
$479.8k |
0.01% |
Reduced
-58.3k |
-58,316 |
| 74 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
9,0739.1k
$474.4k |
$474.4k |
0.00% |
Reduced
-1.5k |
-1,504 |
| 75 |
LEIGH BALDWIN & CO., LLC
0.26% of their portfolio |
CAZENOVIA, NY |
9,0659.1k
$474.0k |
$474.0k |
0.26% |
Reduced
-3.0k |
-3,050 |
| 76 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
8,8728.9k
$463.9k |
$463.9k |
0.02% |
Reduced
-361 |
-361 |
| 77 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
8,3958.4k
$438.9k |
$438.9k |
0.00% |
Reduced
-75 |
-75 |
| 78 |
Financial Life Planners
0.28% of their portfolio |
TEMPE, AZ |
8,2498.2k
$431.3k |
$431.3k |
0.28% |
Unchanged |
|
| 79 |
Meridian Wealth Management, LLC
0.01% of their portfolio |
LEXINGTON, KY |
7,9838.0k
$417.4k |
$417.4k |
0.01% |
Unchanged |
|
| 80 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
7,9808.0k
$417.3k |
$417.3k |
0.01% |
Unchanged |
|
| 81 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
7,9548.0k
$416.0k |
$416.0k |
0.00% |
Reduced
-324 |
-324 |
| 82 |
BANTAMAC CAPITAL, LLC
0.29% of their portfolio |
CHICAGO, IL |
7,6897.7k
$402.1k |
$402.1k |
0.29% |
Unchanged |
|
| 83 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,6757.7k
$401.3k |
$401.3k |
0.00% |
Added
+724 |
+724 |
| 84 |
DHJJ Financial Advisors, Ltd.
0.11% of their portfolio |
NAPERVILLE, IL |
7,5277.5k
$393.6k |
$393.6k |
0.11% |
Unchanged |
|
| 85 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
7,4617.5k
$390.1k |
$390.1k |
0.01% |
Unchanged |
|
| 86 |
LEGACY SOLUTIONS, LLC
0.32% of their portfolio |
KENNETT SQUARE, PA |
7,4587.5k
$390.0k |
$390.0k |
0.32% |
Unchanged |
|
| 87 |
Clear Creek Financial Management, LLC
0.02% of their portfolio |
SILVERDALE, WA |
7,3187.3k
$382.7k |
$382.7k |
0.02% |
Reduced
-9.6k |
-9,638 |
| 88 |
J.W. COLE ADVISORS, INC.
0.01% of their portfolio |
TAMPA, FL |
7,2467.2k
$378.9k |
$378.9k |
0.01% |
New |
|
| 89 |
Gerber Kawasaki Wealth & Investment Management
0.01% of their portfolio |
SANTA MONICA, CA |
7,2257.2k
$377.8k |
$377.8k |
0.01% |
Reduced
-245 |
-245 |
| 90 |
Accel Wealth Management
0.08% of their portfolio |
WAVERLY, IA |
7,0007.0k
$366.0k |
$366.0k |
0.08% |
Reduced
-4.8k |
-4,830 |
| 91 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,9817.0k
$365.0k |
$365.0k |
0.01% |
Reduced
-380 |
-380 |
| 92 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
6,9386.9k
$362.8k |
$362.8k |
0.01% |
Reduced
-3.7k |
-3,658 |
| 93 |
WealthTrust Asset Management, LLC
0.19% of their portfolio |
Destin, FL |
6,8376.8k
$357.5k |
$357.5k |
0.19% |
Unchanged |
|
| 94 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
6,8166.8k
$356.4k |
$356.4k |
0.01% |
Reduced
-15 |
-15 |
| 95 |
GREAT VALLEY ADVISOR GROUP, INC.
0.01% of their portfolio |
WILMINGTON, DE |
6,7596.8k
$353.0k |
$353.0k |
0.01% |
New |
|
| 96 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
6,7316.7k
$352.0k |
$352.0k |
0.00% |
Unchanged |
|
| 97 |
Glen Eagle Advisors, LLC
0.04% of their portfolio |
KINGSTON, NJ |
6,7306.7k
$351.9k |
$351.9k |
0.04% |
Unchanged |
|
| 98 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
6,6966.7k
$350.1k |
$350.1k |
0.02% |
Reduced
-225 |
-225 |
| 99 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
6,4996.5k
$339.8k |
$339.8k |
0.00% |
Unchanged |
|
| 100 |
Kovack Advisors, Inc.
0.02% of their portfolio |
FT. LAUDERDALE, FL |
6,0976.1k
$318.9k |
$318.9k |
0.02% |
Added
+127 |
+127 |