| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
462,147462.1k
$25.9m |
$25.9m |
0.01% |
Added
+196.7k |
+196,696 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
340,284340.3k
$19.0m |
$19.0m |
0.02% |
Added
+95 |
+95 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
231,869231.9k
$13.0m |
$13.0m |
0.00% |
Reduced
-13.4k |
-13,437 |
| 4 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
217,522217.5k
$12.1m |
$12.1m |
0.02% |
Added
+6.9k |
+6,948 |
| 5 |
CWM, LLC
0.03% of their portfolio |
OMAHA, NE |
206,844206.8k
$11.6m |
$11.6m |
0.03% |
Added
+23.2k |
+23,229 |
| 6 |
Keystone Wealth Services, LLC
2.48% of their portfolio |
PALM DESERT, CA |
203,388203.4k
$11.4m |
$11.4m |
2.48% |
Reduced
-1.0k |
-1,028 |
| 7 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
195,346195.3k
$10.9m |
$10.9m |
0.02% |
Added
+23.8k |
+23,791 |
| 8 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
189,940189.9k
$10.6m |
$10.6m |
0.01% |
Added
+26.7k |
+26,654 |
| 9 |
Legacy Capital Wealth Partners, LLC
1.84% of their portfolio |
LITTLE ROCK, AR |
151,428151.4k
$8.5m |
$8.5m |
1.84% |
Added
+28.4k |
+28,392 |
| 10 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
131,217131.2k
$7.3m |
$7.3m |
0.01% |
Reduced
-4.6k |
-4,638 |
| 11 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
127,727127.7k
$7.1m |
$7.1m |
0.00% |
Reduced
-57.2k |
-57,187 |
| 12 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
124,345124.3k
$7.0m |
$7.0m |
0.03% |
Added
+12.5k |
+12,495 |
| 13 |
STEPHENS INC /AR/
0.08% of their portfolio |
LITTLE ROCK, AR |
110,880110.9k
$6.2m |
$6.2m |
0.08% |
Reduced
-2.7k |
-2,680 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.02% of their portfolio |
FAIRFIELD, IA |
106,899106.9k
$6.0m |
$6.0m |
0.02% |
Added
+10.3k |
+10,268 |
| 15 |
Atria Investments, Inc
0.06% of their portfolio |
Charlotte, NC |
90,64090.6k
$5.1m |
$5.1m |
0.06% |
Reduced
-25.3k |
-25,286 |
| 16 |
Aptus Capital Advisors, LLC
0.04% of their portfolio |
FAIRHOPE, AL |
69,45169.5k
$3.9m |
$3.9m |
0.04% |
Reduced
-2.5k |
-2,456 |
| 17 |
Financial Guidance Group, Inc.
1.74% of their portfolio |
Palm Harbor, FL |
69,40369.4k
$3.9m |
$3.9m |
1.74% |
Reduced
-2.5k |
-2,456 |
| 18 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
69,40069.4k
$3.9m |
$3.9m |
0.01% |
Reduced
-7.2k |
-7,163 |
| 19 |
Valtinson Bruner Financial Planning LLC
1.11% of their portfolio |
NEW BRIGHTON, MN |
66,95167.0k
$3.7m |
$3.7m |
1.11% |
Reduced
-3 |
-3 |
| 20 |
Avantra Family Wealth, Inc.
2.75% of their portfolio |
MECHANICSBURG, PA |
65,75665.8k
$3.7m |
$3.7m |
2.75% |
Reduced
-27.3k |
-27,327 |
| 21 |
REAP Financial Group, LLC
0.80% of their portfolio |
AUSTIN, TX |
65,75065.8k
$3.7m |
$3.7m |
0.80% |
Added
+2.0k |
+2,014 |
| 22 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
62,56462.6k
$3.5m |
$3.5m |
0.01% |
Added
+921 |
+921 |
| 23 |
Fragasso Financial Advisors Inc
0.22% of their portfolio |
SEWICKLEY, PA |
62,48362.5k
$3.5m |
$3.5m |
0.22% |
Reduced
-1.7k |
-1,668 |
| 24 |
Faithward Advisors, LLC
0.51% of their portfolio |
LANCASTER, PA |
61,22461.2k
$3.4m |
$3.4m |
0.51% |
Added
+1.8k |
+1,833 |
| 25 |
CAPTRUST FINANCIAL ADVISORS
0.01% of their portfolio |
RALEIGH, NC |
60,59360.6k
$3.4m |
$3.4m |
0.01% |
Unchanged |
|
| 26 |
FWG Investments, LLC.
1.81% of their portfolio |
LEXINGTON, KY |
47,23847.2k
$2.6m |
$2.6m |
1.81% |
Added
+3.3k |
+3,279 |
| 27 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
44,69644.7k
$2.5m |
$2.5m |
0.01% |
Reduced
-953 |
-953 |
| 28 |
HARBOUR INVESTMENTS, INC.
0.06% of their portfolio |
MADISON, WI |
44,40344.4k
$2.5m |
$2.5m |
0.06% |
Reduced
-2.7k |
-2,728 |
| 29 |
LM Advisors LLC
0.36% of their portfolio |
SAN DIEGO, CA |
44,18644.2k
$2.5m |
$2.5m |
0.36% |
Unchanged |
|
| 30 |
Arkadios Wealth Advisors
0.06% of their portfolio |
ATLANTA, GA |
42,72942.7k
$2.4m |
$2.4m |
0.06% |
Added
+17.6k |
+17,598 |
| 31 |
Foundations Investment Advisors, LLC
0.03% of their portfolio |
PHOENIX, AZ |
41,24841.2k
$2.3m |
$2.3m |
0.03% |
Reduced
-911 |
-911 |
| 32 |
U.S. Capital Wealth Advisors, LLC
0.06% of their portfolio |
AUSTIN, TX |
38,27438.3k
$2.1m |
$2.1m |
0.06% |
Added
+4.1k |
+4,116 |
| 33 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.32% of their portfolio |
BLUE BELL, PA |
37,04437.0k
$2.1m |
$2.1m |
0.32% |
Added
+831 |
+831 |
| 34 |
Integrity Financial Corp /WA
0.97% of their portfolio |
JACKSON, WY |
36,26136.3k
$2.0m |
$2.0m |
0.97% |
Added
+3.1k |
+3,076 |
| 35 |
Tanglewood Legacy Advisors, LLC
0.76% of their portfolio |
HOUSTON, TX |
35,38935.4k
$2.0m |
$2.0m |
0.76% |
Unchanged |
|
| 36 |
Sowell Financial Services LLC
0.07% of their portfolio |
NORTH LITTLE ROCK, AR |
33,14633.1k
$1.9m |
$1.9m |
0.07% |
Reduced
-574 |
-574 |
| 37 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
30,97331.0k
$1.7m |
$1.7m |
0.00% |
Reduced
-820 |
-820 |
| 38 |
Quartz Partners, LLC
0.62% of their portfolio |
SARATOGA SPRINGS, NY |
30,41930.4k
$1.7m |
$1.7m |
0.62% |
New |
|
| 39 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
30,11330.1k
$1.7m |
$1.7m |
0.00% |
Added
+2.8k |
+2,818 |
| 40 |
McCarthy & Cox
0.38% of their portfolio |
MARYSVILLE, OH |
29,57229.6k
$1.7m |
$1.7m |
0.38% |
Reduced
-1.0k |
-1,000 |
| 41 |
McKinley Carter Wealth Services, Inc.
0.08% of their portfolio |
WHEELING, WV |
27,67327.7k
$1.5m |
$1.5m |
0.08% |
Unchanged |
|
| 42 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
27,34627.3k
$1.5m |
$1.5m |
0.02% |
Reduced
-545 |
-545 |
| 43 |
CITIZENS FINANCIAL GROUP INC/RI
0.02% of their portfolio |
PROVIDENCE, RI |
26,87526.9k
$1.5m |
$1.5m |
0.02% |
Added
+612 |
+612 |
| 44 |
KMG FIDUCIARY PARTNERS, LLC
0.09% of their portfolio |
TOLEDO, OH |
25,04625.0k
$1.4m |
$1.4m |
0.09% |
Unchanged |
|
| 45 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
23,83123.8k
$1.3m |
$1.3m |
0.00% |
Reduced
-26.8k |
-26,783 |
| 46 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
23,63223.6k
$1.3m |
$1.3m |
0.02% |
Reduced
-400 |
-400 |
| 47 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
23,45423.5k
$1.3m |
$1.3m |
0.00% |
Reduced
-10.1k |
-10,084 |
| 48 |
Lion Street Advisors, LLC
0.30% of their portfolio |
Austin, TX |
23,09323.1k
$864.3k |
$864.3k |
0.30% |
New |
|
| 49 |
SOA Wealth Advisors, LLC.
0.21% of their portfolio |
NEW YORK, NY |
21,90421.9k
$1.2m |
$1.2m |
0.21% |
Added
+1.7k |
+1,739 |
| 50 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
20,82320.8k
$1.2m |
$1.2m |
0.08% |
Added
+4.2k |
+4,195 |
| 51 |
Horizon Investments, LLC
0.02% of their portfolio |
Charlotte, NC |
20,82320.8k
$1.2m |
$1.2m |
0.02% |
Added
+4.2k |
+4,195 |
| 52 |
Prosperity Consulting Group, LLC
0.06% of their portfolio |
OWINGS MILLS, MD |
20,60120.6k
$1.2m |
$1.2m |
0.06% |
Reduced
-50 |
-50 |
| 53 |
Camelot Portfolios, LLC
0.63% of their portfolio |
Maumee, OH |
18,94418.9k
$1.1m |
$1.1m |
0.63% |
Reduced
-56 |
-56 |
| 54 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
18,10918.1k
$1.0m |
$1.0m |
0.00% |
Reduced
-1.6k |
-1,568 |
| 55 |
PRINCIPAL SECURITIES, INC.
0.02% of their portfolio |
DES MOINES, IA |
17,80117.8k
$996.0k |
$996.0k |
0.02% |
Reduced
-1.7k |
-1,670 |
| 56 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
17,71417.7k
$991.1k |
$991.1k |
0.02% |
Reduced
-6.4k |
-6,423 |
| 57 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
16,96917.0k
$949.4k |
$949.4k |
0.02% |
Added
+2 |
+2 |
| 58 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02% of their portfolio |
LOS ANGELES, CA |
15,50215.5k
$867.3k |
$867.3k |
0.02% |
Unchanged |
|
| 59 |
TFB Advisors LLC
0.25% of their portfolio |
OVERLAND PARK, KS |
15,49515.5k
$863.6k |
$863.6k |
0.25% |
Reduced
-95 |
-95 |
| 60 |
CENTAURUS FINANCIAL, INC.
0.04% of their portfolio |
ANAHEIM, CA |
14,59314.6k
$816.0k |
$816.0k |
0.04% |
Unchanged |
|
| 61 |
NOVEM GROUP
0.10% of their portfolio |
Rochester, NY |
14,51014.5k
$811.8k |
$811.8k |
0.10% |
Reduced
-180 |
-180 |
| 62 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
13,44013.4k
$752.0k |
$752.0k |
0.00% |
Added
+6.6k |
+6,626 |
| 63 |
Grantvest Financial Group LLC
0.51% of their portfolio |
MATAWAN, NJ |
13,15613.2k
$736.1k |
$736.1k |
0.51% |
Added
+1.3k |
+1,327 |
| 64 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
12,69912.7k
$710.5k |
$710.5k |
0.00% |
New |
|
| 65 |
Ameritas Advisory Services, LLC
0.05% of their portfolio |
Lincoln, NE |
12,68112.7k
$709.5k |
$709.5k |
0.05% |
Reduced
-5.4k |
-5,438 |
| 66 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
12,50212.5k
$699.5k |
$699.5k |
0.03% |
Added
+421 |
+421 |
| 67 |
DHJJ Financial Advisors, Ltd.
0.24% of their portfolio |
NAPERVILLE, IL |
12,41312.4k
$694.5k |
$694.5k |
0.24% |
Added
+124 |
+124 |
| 68 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
12,31112.3k
$688.8k |
$688.8k |
0.01% |
Added
+4.8k |
+4,811 |
| 69 |
SWMG, LLC
0.21% of their portfolio |
FORT WORTH, TX |
12,17812.2k
$684.1k |
$684.1k |
0.21% |
Unchanged |
|
| 70 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
12,04412.0k
$673.9k |
$673.9k |
0.00% |
Added
+4.2k |
+4,198 |
| 71 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
11,64811.6k
$651.7k |
$651.7k |
0.00% |
Added
+11.6k |
+11,585 |
| 72 |
Strategic Blueprint, LLC
0.03% of their portfolio |
ATLANTA, GA |
11,37711.4k
$636.5k |
$636.5k |
0.03% |
Reduced
-18.9k |
-18,916 |
| 73 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
10,80610.8k
$604.6k |
$604.6k |
0.01% |
Added
+2.3k |
+2,265 |
| 74 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
10,63810.6k
$595.2k |
$595.2k |
0.00% |
Added
+1.2k |
+1,196 |
| 75 |
Plotkin Financial Advisors, LLC
0.29% of their portfolio |
CHEVY CHASE, MD |
10,50910.5k
$588.0k |
$588.0k |
0.29% |
Unchanged |
|
| 76 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,29110.3k
$578.1k |
$578.1k |
0.01% |
Unchanged |
|
| 77 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
9,7429.7k
$545.1k |
$545.1k |
0.01% |
Reduced
-1.4k |
-1,354 |
| 78 |
LEGACY SOLUTIONS, LLC
0.49% of their portfolio |
KENNETT SQUARE, PA |
9,7339.7k
$544.6k |
$544.6k |
0.49% |
Reduced
-965 |
-965 |
| 79 |
Jaffetilchin Investment Partners, LLC
0.03% of their portfolio |
TAMPA, FL |
9,6009.6k
$537.1k |
$537.1k |
0.03% |
Reduced
-1.3k |
-1,264 |
| 80 |
Archer Investment Corp
0.12% of their portfolio |
Carmel, IN |
9,5889.6k
$536.4k |
$536.4k |
0.12% |
Reduced
-93 |
-93 |
| 81 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
9,4419.4k
$499.8k |
$499.8k |
0.00% |
Added
+4.7k |
+4,686 |
| 82 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
9,1829.2k
$513.7k |
$513.7k |
0.04% |
Reduced
-568 |
-568 |
| 83 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.17% of their portfolio |
WATERLOO, IA |
9,0009.0k
$503.6k |
$503.6k |
0.17% |
Added
+425 |
+425 |
| 84 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
8,7358.7k
$488.7k |
$488.7k |
0.01% |
Reduced
-266 |
-266 |
| 85 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
8,3208.3k
$465.5k |
$465.5k |
0.01% |
Added
+1.1k |
+1,068 |
| 86 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
8,1038.1k
$453.4k |
$453.4k |
0.01% |
Reduced
-4.1k |
-4,140 |
| 87 |
CENTRAL VALLEY ADVISORS, LLC
0.14% of their portfolio |
SACRAMENTO, CA |
8,0888.1k
$452.5k |
$452.5k |
0.14% |
Unchanged |
|
| 88 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,9818.0k
$446.5k |
$446.5k |
0.00% |
Added
+29 |
+29 |
| 89 |
Echo Wealth Management, LLC
0.26% of their portfolio |
PLYMOUTH, MN |
7,8477.8k
$439.0k |
$439.0k |
0.26% |
Added
+195 |
+195 |
| 90 |
UPTICK PARTNERS, LLC
0.11% of their portfolio |
NACOGDOCHES, TX |
7,8037.8k
$436.6k |
$436.6k |
0.11% |
Added
+541 |
+541 |
| 91 |
Avior Wealth Management, LLC
0.01% of their portfolio |
OMAHA, NE |
7,6057.6k
$425.5k |
$425.5k |
0.01% |
Reduced
-209 |
-209 |
| 92 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
7,4457.4k
$416.5k |
$416.5k |
0.00% |
New |
|
| 93 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
7,3967.4k
$413.8k |
$413.8k |
0.01% |
Reduced
-368 |
-368 |
| 94 |
TRANSCEND CAPITAL ADVISORS, LLC
0.03% of their portfolio |
MADISON, NJ |
7,2807.3k
$407.3k |
$407.3k |
0.03% |
Unchanged |
|
| 95 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
7,2197.2k
$404.0k |
$404.0k |
0.00% |
Added
+2.6k |
+2,556 |
| 96 |
Ausdal Financial Partners, Inc.
0.02% of their portfolio |
Davenport, IA |
6,8626.9k
$383.9k |
$383.9k |
0.02% |
Added
+22 |
+22 |
| 97 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
6,3536.4k
$355.4k |
$355.4k |
0.01% |
Unchanged |
|
| 98 |
MONEY CONCEPTS CAPITAL CORP
0.02% of their portfolio |
PALM BEACH GARDENS, FL |
6,3146.3k
$353.3k |
$353.3k |
0.02% |
Reduced
-110 |
-110 |
| 99 |
HBW ADVISORY SERVICES LLC
0.04% of their portfolio |
SIMI VALLEY, CA |
6,2496.2k
$349.6k |
$349.6k |
0.04% |
Reduced
-323 |
-323 |
| 100 |
LEIGH BALDWIN & CO., LLC
0.19% of their portfolio |
CAZENOVIA, NY |
6,0356.0k
$337.7k |
$337.7k |
0.19% |
Added
+65 |
+65 |