| 1 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
194,982195.0k
$9.6m |
$9.6m |
0.03% |
Reduced
-47.6k |
-47,641 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
170,273170.3k
$8.4m |
$8.4m |
0.00% |
Reduced
-70.4k |
-70,417 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
154,947154.9k
$7.6m |
$7.6m |
0.00% |
Added
+108.8k |
+108,829 |
| 4 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
140,226140.2k
$6.9m |
$6.9m |
0.00% |
Added
+76.4k |
+76,410 |
| 5 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
102,783102.8k
$5.1m |
$5.1m |
0.01% |
Added
+37.4k |
+37,402 |
| 6 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
100,946100.9k
$5.0m |
$5.0m |
0.00% |
Reduced
-53.8k |
-53,830 |
| 7 |
Spectrum Asset Management, Inc. (NB/CA)
1.26% of their portfolio |
NEWPORT BEACH, CA |
92,16992.2k
$4.5m |
$4.5m |
1.26% |
New |
|
| 8 |
Sequent Planning LLC
0.95% of their portfolio |
OMAHA, NE |
89,95690.0k
$4.4m |
$4.4m |
0.95% |
Added
+82.3k |
+82,280 |
| 9 |
FOUNDERS FINANCIAL SECURITIES LLC
0.20% of their portfolio |
TOWSON, MD |
77,57677.6k
$3.8m |
$3.8m |
0.20% |
New |
|
| 10 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
73,92173.9k
$3.6m |
$3.6m |
0.00% |
Added
+6.6k |
+6,558 |
| 11 |
Bluespring Wealth Management, LLC
0.07% of their portfolio |
AUSTIN, TX |
69,46069.5k
$3.4m |
$3.4m |
0.07% |
New |
|
| 12 |
VestGen Advisors, LLC
0.10% of their portfolio |
CHICAGO, IL |
65,88465.9k
$3.2m |
$3.2m |
0.10% |
Reduced
-12.2k |
-12,213 |
| 13 |
OPPENHEIMER & CO INC
0.03% of their portfolio |
NEW YORK, NY |
60,18160.2k
$3.0m |
$3.0m |
0.03% |
New |
|
| 14 |
REAP Financial Group, LLC
0.50% of their portfolio |
AUSTIN, TX |
59,82359.8k
$2.9m |
$2.9m |
0.50% |
Reduced
-12.6k |
-12,563 |
| 15 |
Wood Tarver Financial Group, LLC
0.59% of their portfolio |
BOISE, ID |
51,14251.1k
$2.5m |
$2.5m |
0.59% |
Reduced
-1.9k |
-1,865 |
| 16 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
47,92047.9k
$2.4m |
$2.4m |
0.03% |
Added
+9.8k |
+9,811 |
| 17 |
Tanglewood Legacy Advisors, LLC
0.75% of their portfolio |
HOUSTON, TX |
47,16447.2k
$2.3m |
$2.3m |
0.75% |
Added
+7.8k |
+7,823 |
| 18 |
Kovack Advisors, Inc.
0.11% of their portfolio |
FT. LAUDERDALE, FL |
44,90244.9k
$2.2m |
$2.2m |
0.11% |
Added
+19.4k |
+19,385 |
| 19 |
OLD MISSION CAPITAL LLC
0.05% of their portfolio |
CHICAGO, IL |
38,45638.5k
$1.9m |
$1.9m |
0.05% |
Added
+32.1k |
+32,077 |
| 20 |
Ignite Planners, LLC
0.26% of their portfolio |
SAN CLEMENTE, CA |
37,91437.9k
$1.9m |
$1.9m |
0.26% |
Reduced
-65 |
-65 |
| 21 |
Ritter Daniher Financial Advisory LLC / DE
0.26% of their portfolio |
CINCINNATI, OH |
34,73034.7k
$1.7m |
$1.7m |
0.26% |
Reduced
-14.8k |
-14,840 |
| 22 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
33,83033.8k
$1.7m |
$1.7m |
0.03% |
Reduced
-1.4k |
-1,430 |
| 23 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
28,97829.0k
$1.4m |
$1.4m |
0.00% |
Added
+1.3k |
+1,261 |
| 24 |
Santori & Peters, Inc.
0.39% of their portfolio |
CANONSBURG, PA |
28,20428.2k
$1.4m |
$1.4m |
0.39% |
Added
+19.3k |
+19,253 |
| 25 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
26,32526.3k
$1.3m |
$1.3m |
0.00% |
Added
+34 |
+34 |
| 26 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
25,14725.1k
$1.2m |
$1.2m |
0.00% |
Unchanged |
|
| 27 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
23,04623.0k
$1.1m |
$1.1m |
0.00% |
Added
+15.0k |
+15,030 |
| 28 |
AlphaStar Capital Management, LLC
0.07% of their portfolio |
CORNELIUS, NC |
22,97523.0k
$1.1m |
$1.1m |
0.07% |
Added
+3.0k |
+3,020 |
| 29 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
21,41721.4k
$1.1m |
$1.1m |
0.00% |
Added
+3.2k |
+3,244 |
| 30 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
20,40220.4k
$1.0m |
$1.0m |
0.02% |
Added
+12.4k |
+12,384 |
| 31 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
17,16417.2k
$845.8k |
$845.8k |
0.01% |
Reduced
-359 |
-359 |
| 32 |
Diversify Advisory Services, LLC
0.01% of their portfolio |
SANDY, UT |
17,00117.0k
$835.4k |
$835.4k |
0.01% |
New |
|
| 33 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
SANDY, UT |
17,00117.0k
$835.4k |
$835.4k |
0.01% |
Unchanged |
|
| 34 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
16,65516.7k
$820.8k |
$820.8k |
0.00% |
Unchanged |
|
| 35 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
16,55116.6k
$815.6k |
$815.6k |
0.03% |
Added
+2.9k |
+2,915 |
| 36 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
14,23814.2k
$701.6k |
$701.6k |
0.01% |
Added
+1.0k |
+1,016 |
| 37 |
Buck Wealth Strategies, LLC
0.07% of their portfolio |
DENVER, CO |
14,12514.1k
$696.1k |
$696.1k |
0.07% |
Reduced
-1.3k |
-1,282 |
| 38 |
Integrity Financial Corp /WA
0.33% of their portfolio |
JACKSON, WY |
14,03014.0k
$691.4k |
$691.4k |
0.33% |
Reduced
-1.2k |
-1,199 |
| 39 |
Grantvest Financial Group LLC
0.40% of their portfolio |
MATAWAN, NJ |
13,93013.9k
$686.5k |
$686.5k |
0.40% |
Reduced
-561 |
-561 |
| 40 |
Chris Bulman Inc
0.25% of their portfolio |
ROSEVILLE, CA |
13,84313.8k
$682.2k |
$682.2k |
0.25% |
Added
+9.2k |
+9,201 |
| 41 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
12,96913.0k
$639.1k |
$639.1k |
0.01% |
Added
+1.3k |
+1,261 |
| 42 |
Madrona Financial Services, LLC
0.11% of their portfolio |
EVERETT, WA |
12,56812.6k
$619.4k |
$619.4k |
0.11% |
New |
|
| 43 |
Mission Financial Group, LLC
0.51% of their portfolio |
HONOLULU, HI |
12,51212.5k
$616.6k |
$616.6k |
0.51% |
First filing |
|
| 44 |
Clear Creek Financial Management, LLC
0.04% of their portfolio |
SILVERDALE, WA |
11,35411.4k
$559.5k |
$559.5k |
0.04% |
Reduced
-762 |
-762 |
| 45 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
11,23411.2k
$553.6k |
$553.6k |
0.01% |
Unchanged |
|
| 46 |
Signal Advisors Wealth, LLC
0.03% of their portfolio |
DETROIT, MI |
10,94510.9k
$539.4k |
$539.4k |
0.03% |
Reduced
-16.5k |
-16,479 |
| 47 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
10,44410.4k
$514.7k |
$514.7k |
0.00% |
New |
|
| 48 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
10,37410.4k
$511.2k |
$511.2k |
0.01% |
New |
|
| 49 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
9,8039.8k
$483.1k |
$483.1k |
0.01% |
Added
+400 |
+400 |
| 50 |
1ST SOURCE BANK
0.02% of their portfolio |
SOUTH BEND, IN |
9,6539.7k
$475.7k |
$475.7k |
0.02% |
New |
|
| 51 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
9,5599.6k
$471.1k |
$471.1k |
0.00% |
New |
|
| 52 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
9,5449.5k
$470.3k |
$470.3k |
0.00% |
Reduced
-16.1k |
-16,107 |
| 53 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
9,3489.3k
$460.7k |
$460.7k |
0.00% |
Reduced
-567 |
-567 |
| 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
9,2019.2k
$453.4k |
$453.4k |
0.00% |
Reduced
-5.8k |
-5,759 |
| 55 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
9,0259.0k
$445.0k |
$445.0k |
0.00% |
Reduced
-1.1k |
-1,057 |
| 56 |
SOA Wealth Advisors, LLC.
0.07% of their portfolio |
NEW YORK, NY |
8,7718.8k
$432.2k |
$432.2k |
0.07% |
Unchanged |
|
| 57 |
EVOLUTION WEALTH MANAGEMENT INC.
0.24% of their portfolio |
FORT MYERS, FL |
8,2138.2k
$404.7k |
$404.7k |
0.24% |
Reduced
-5 |
-5 |
| 58 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
8,0318.0k
$395.8k |
$395.8k |
0.02% |
Unchanged |
|
| 59 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.02% of their portfolio |
Westlake, OH |
7,7047.7k
$379.7k |
$379.7k |
0.02% |
Unchanged |
|
| 60 |
Stratos Wealth Partners, LTD.
0.00% of their portfolio |
BEACHWOOD, OH |
7,5987.6k
$374.4k |
$374.4k |
0.00% |
Unchanged |
|
| 61 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
7,2267.2k
$356.1k |
$356.1k |
0.02% |
Reduced
-13 |
-13 |
| 62 |
JIM SAULNIER & ASSOCIATES, LLC
0.14% of their portfolio |
FORT COLLINS, CO |
6,9727.0k
$343.6k |
$343.6k |
0.14% |
Unchanged |
|
| 63 |
Comprehensive Financial Consultants Institutional, Inc.
0.09% of their portfolio |
Bloomington, IN |
6,7616.8k
$333.2k |
$333.2k |
0.09% |
New |
|
| 64 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.01% of their portfolio |
CEDAR RAPIDS, IA |
6,1106.1k
$301.1k |
$301.1k |
0.01% |
Reduced
-1.1k |
-1,140 |
| 65 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
6,0326.0k
$296.9k |
$296.9k |
0.00% |
Unchanged |
|
| 66 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
6,0256.0k
$296.9k |
$296.9k |
0.01% |
Reduced
-12.5k |
-12,462 |
| 67 |
LVZ, Inc.
0.03% of their portfolio |
Holland, MI |
6,0176.0k
$296.5k |
$296.5k |
0.03% |
Unchanged |
|
| 68 |
NewEdge Wealth, LLC
0.00% of their portfolio |
STAMFORD, CT |
5,9896.0k
$295.1k |
$295.1k |
0.00% |
Unchanged |
|
| 69 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
5,9746.0k
$294.4k |
$294.4k |
0.03% |
Added
+1.0k |
+1,048 |
| 70 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
5,8075.8k
$286.2k |
$286.2k |
0.00% |
Reduced
-580 |
-580 |
| 71 |
SAGESPRING WEALTH PARTNERS, LLC
0.00% of their portfolio |
FRANKLIN, TN |
5,6885.7k
$280.3k |
$280.3k |
0.00% |
New |
|
| 72 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
5,6285.6k
$277.3k |
$277.3k |
0.00% |
Unchanged |
|
| 73 |
Rehmann Capital Advisory Group
0.01% of their portfolio |
LANSING, MI |
5,6185.6k
$276.9k |
$276.9k |
0.01% |
Unchanged |
|
| 74 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
5,4805.5k
$270.1k |
$270.1k |
0.01% |
New |
|
| 75 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
5,2915.3k
$260.7k |
$260.7k |
0.01% |
New |
|
| 76 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
4,9244.9k
$242.7k |
$242.7k |
0.00% |
Added
+1.4k |
+1,379 |
| 77 |
INSIGNEO ADVISORY SERVICES, LLC
0.01% of their portfolio |
MIAMI, FL |
4,7004.7k
$231.6k |
$231.6k |
0.01% |
Unchanged |
|
| 78 |
Core Wealth Partners LLC
0.10% of their portfolio |
SANTA ROSA, CA |
4,5814.6k
$225.8k |
$225.8k |
0.10% |
Unchanged |
|
| 79 |
Echo Wealth Management, LLC
0.11% of their portfolio |
PLYMOUTH, MN |
4,5424.5k
$223.8k |
$223.8k |
0.11% |
Unchanged |
|
| 80 |
BIP Wealth, LLC
0.01% of their portfolio |
ATLANTA, GA |
4,4054.4k
$217.1k |
$217.1k |
0.01% |
Reduced
-223 |
-223 |
| 81 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
4,3874.4k
$216.2k |
$216.2k |
0.00% |
Unchanged |
|
| 82 |
Stratos Wealth Advisors, LLC
0.01% of their portfolio |
BEACHWOOD, OH |
4,1274.1k
$203.4k |
$203.4k |
0.01% |
New |
|
| 83 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,0714.1k
$200.6k |
$200.6k |
0.00% |
Added
+274 |
+274 |
| 84 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
4,0644.1k
$200.3k |
$200.3k |
0.00% |
Added
+2.1k |
+2,135 |
| 85 |
MONEY CONCEPTS CAPITAL CORP
0.01% of their portfolio |
PALM BEACH GARDENS, FL |
4,0614.1k
$200.1k |
$200.1k |
0.01% |
New |
|
| 86 |
Pinnacle Wealth Planning Services, Inc.
0.02% of their portfolio |
MANSFIELD, OH |
3,4283.4k
$168.9k |
$168.9k |
0.02% |
Unchanged |
|
| 87 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
3,0283.0k
$149.0k |
$149.0k |
0.01% |
Added
+94 |
+94 |
| 88 |
Spire Wealth Management
0.00% of their portfolio |
MCLEAN, VA |
3,0093.0k
$148.3k |
$148.3k |
0.00% |
Unchanged |
|
| 89 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,8612.9k
$141.0k |
$141.0k |
0.00% |
New |
|
| 90 |
LANARK FINANCIAL, INC.
0.01% of their portfolio |
BIRMINGHAM, AL |
2,4922.5k
$122.8k |
$122.8k |
0.01% |
Reduced
-68 |
-68 |
| 91 |
Archer Investment Corp
0.01% of their portfolio |
Carmel, IN |
2,0942.1k
$103.2k |
$103.2k |
0.01% |
Added
+1.0k |
+1,047 |
| 92 |
Glen Eagle Advisors, LLC
0.01% of their portfolio |
KINGSTON, NJ |
2,0002.0k
$98.6k |
$98.6k |
0.01% |
Unchanged |
|
| 93 |
DHJJ Financial Advisors, Ltd.
0.03% of their portfolio |
NAPERVILLE, IL |
1,8751.9k
$92.4k |
$92.4k |
0.03% |
Unchanged |
|
| 94 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
1,6341.6k
$80.5k |
$80.5k |
0.00% |
Reduced
-14.9k |
-14,854 |
| 95 |
TOUNJIAN ADVISORY PARTNERS, LLC
0.03% of their portfolio |
FORT MYERS, FL |
1,6291.6k
$80.3k |
$80.3k |
0.03% |
New |
|
| 96 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
1,1181.1k
$55.1k |
$55.1k |
0.00% |
Reduced
-31 |
-31 |
| 97 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
1,0381.0k
$51.2k |
$51.2k |
0.00% |
Reduced
-541 |
-541 |
| 98 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
1,0101.0k
$49.8k |
$49.8k |
0.00% |
Added
+700 |
+700 |
| 99 |
Topsail Wealth Management, LLC
0.01% of their portfolio |
CHARLOTTE, NC |
1,0001.0k
$49.3k |
$49.3k |
0.01% |
Unchanged |
|
| 100 |
FIDUCIARY FINANCIAL ADVISORS
0.00% of their portfolio |
GRAND RAPIDS, MI |
736736
$36.2k |
$36.2k |
0.00% |
New |
|