| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
519,313519.3k
$29.6m |
$29.6m |
0.01% |
Added
+57.2k |
+57,166 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
327,814327.8k
$18.7m |
$18.7m |
0.02% |
Reduced
-12.5k |
-12,470 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
230,180230.2k
$13.1m |
$13.1m |
0.00% |
Reduced
-1.7k |
-1,689 |
| 4 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
226,500226.5k
$12.9m |
$12.9m |
0.03% |
Added
+31.2k |
+31,154 |
| 5 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
205,789205.8k
$11.7m |
$11.7m |
0.01% |
Added
+15.8k |
+15,849 |
| 6 |
CWM, LLC
0.03% of their portfolio |
OMAHA, NE |
197,992198.0k
$11.3m |
$11.3m |
0.03% |
Reduced
-8.9k |
-8,852 |
| 7 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
162,448162.4k
$9.3m |
$9.3m |
0.01% |
Reduced
-55.1k |
-55,074 |
| 8 |
Legacy Capital Wealth Partners, LLC
1.73% of their portfolio |
LITTLE ROCK, AR |
140,953141.0k
$8.0m |
$8.0m |
1.73% |
Reduced
-10.5k |
-10,475 |
| 9 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
126,038126.0k
$7.2m |
$7.2m |
0.03% |
Added
+1.7k |
+1,693 |
| 10 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
125,070125.1k
$7.1m |
$7.1m |
0.00% |
Reduced
-2.7k |
-2,657 |
| 11 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
122,772122.8k
$7.0m |
$7.0m |
0.01% |
Reduced
-8.4k |
-8,445 |
| 12 |
Cambridge Investment Research Advisors, Inc.
0.02% of their portfolio |
FAIRFIELD, IA |
99,92899.9k
$5.7m |
$5.7m |
0.02% |
Reduced
-7.0k |
-6,971 |
| 13 |
Foguth Wealth Management, LLC.
0.79% of their portfolio |
BRIGHTON, MI |
89,37289.4k
$5.1m |
$5.1m |
0.79% |
First filing |
|
| 14 |
Atria Investments, Inc
0.05% of their portfolio |
Charlotte, NC |
80,70980.7k
$4.6m |
$4.6m |
0.05% |
Reduced
-9.9k |
-9,931 |
| 15 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
79,08779.1k
$4.5m |
$4.5m |
0.01% |
Added
+9.7k |
+9,687 |
| 16 |
STEPHENS INC /AR/
0.05% of their portfolio |
LITTLE ROCK, AR |
76,12076.1k
$4.3m |
$4.3m |
0.05% |
Reduced
-34.8k |
-34,760 |
| 17 |
Aptus Capital Advisors, LLC
0.03% of their portfolio |
FAIRHOPE, AL |
68,84668.8k
$3.9m |
$3.9m |
0.03% |
Reduced
-605 |
-605 |
| 18 |
Financial Guidance Group, Inc.
1.61% of their portfolio |
Palm Harbor, FL |
68,79868.8k
$3.9m |
$3.9m |
1.61% |
Reduced
-605 |
-605 |
| 19 |
Avantra Family Wealth, Inc.
2.80% of their portfolio |
MECHANICSBURG, PA |
67,53267.5k
$3.9m |
$3.9m |
2.80% |
Added
+1.8k |
+1,776 |
| 20 |
Valtinson Bruner Financial Planning LLC
1.10% of their portfolio |
NEW BRIGHTON, MN |
66,83366.8k
$3.8m |
$3.8m |
1.10% |
Reduced
-118 |
-118 |
| 21 |
REAP Financial Group, LLC
0.74% of their portfolio |
AUSTIN, TX |
63,97064.0k
$3.7m |
$3.7m |
0.74% |
Reduced
-1.8k |
-1,780 |
| 22 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
62,81862.8k
$3.6m |
$3.6m |
0.00% |
Added
+254 |
+254 |
| 23 |
CAPTRUST FINANCIAL ADVISORS
0.01% of their portfolio |
RALEIGH, NC |
59,99360.0k
$3.4m |
$3.4m |
0.01% |
Reduced
-600 |
-600 |
| 24 |
Fragasso Financial Advisors Inc
0.21% of their portfolio |
SEWICKLEY, PA |
59,63159.6k
$3.4m |
$3.4m |
0.21% |
Reduced
-2.9k |
-2,852 |
| 25 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
57,71157.7k
$3.3m |
$3.3m |
0.01% |
Added
+33.9k |
+33,880 |
| 26 |
FWG Investments, LLC.
1.68% of their portfolio |
LEXINGTON, KY |
46,09546.1k
$2.6m |
$2.6m |
1.68% |
Reduced
-1.1k |
-1,143 |
| 27 |
HARBOUR INVESTMENTS, INC.
0.05% of their portfolio |
MADISON, WI |
44,39444.4k
$2.5m |
$2.5m |
0.05% |
Reduced
-9 |
-9 |
| 28 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
43,81243.8k
$2.5m |
$2.5m |
0.01% |
Reduced
-884 |
-884 |
| 29 |
U.S. Capital Wealth Advisors, LLC
0.06% of their portfolio |
AUSTIN, TX |
42,24042.2k
$2.4m |
$2.4m |
0.06% |
Added
+4.0k |
+3,966 |
| 30 |
Quartz Partners, LLC
0.89% of their portfolio |
SARATOGA SPRINGS, NY |
41,89241.9k
$2.4m |
$2.4m |
0.89% |
Added
+11.5k |
+11,473 |
| 31 |
Arkadios Wealth Advisors
0.05% of their portfolio |
ATLANTA, GA |
41,55141.6k
$2.4m |
$2.4m |
0.05% |
Reduced
-1.2k |
-1,178 |
| 32 |
Foundations Investment Advisors, LLC
0.03% of their portfolio |
PHOENIX, AZ |
40,91940.9k
$2.3m |
$2.3m |
0.03% |
Reduced
-329 |
-329 |
| 33 |
Faithward Advisors, LLC
0.31% of their portfolio |
LANCASTER, PA |
36,99237.0k
$2.1m |
$2.1m |
0.31% |
Reduced
-24.2k |
-24,232 |
| 34 |
Tanglewood Legacy Advisors, LLC
0.76% of their portfolio |
HOUSTON, TX |
35,38935.4k
$2.0m |
$2.0m |
0.76% |
Unchanged |
|
| 35 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
35,09635.1k
$2.0m |
$2.0m |
0.02% |
Added
+27.0k |
+26,993 |
| 36 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.29% of their portfolio |
BLUE BELL, PA |
34,18434.2k
$2.0m |
$2.0m |
0.29% |
Reduced
-2.9k |
-2,860 |
| 37 |
Integrity Financial Corp /WA
0.94% of their portfolio |
JACKSON, WY |
32,65532.7k
$1.9m |
$1.9m |
0.94% |
Reduced
-3.6k |
-3,606 |
| 38 |
Sowell Financial Services LLC
0.07% of their portfolio |
NORTH LITTLE ROCK, AR |
32,19332.2k
$1.8m |
$1.8m |
0.07% |
Reduced
-953 |
-953 |
| 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
29,45329.5k
$1.7m |
$1.7m |
0.00% |
Added
+16.8k |
+16,754 |
| 40 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
29,22229.2k
$1.7m |
$1.7m |
0.00% |
Reduced
-1.8k |
-1,751 |
| 41 |
KINTRA WEALTH, LLC
0.23% of their portfolio |
WILLIAMSPORT, PA |
28,90028.9k
$1.6m |
$1.6m |
0.23% |
New |
|
| 42 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
28,31328.3k
$1.6m |
$1.6m |
0.00% |
Reduced
-1.8k |
-1,800 |
| 43 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
27,34627.3k
$1.6m |
$1.6m |
0.02% |
Unchanged |
|
| 44 |
McKinley Carter Wealth Services, Inc.
0.09% of their portfolio |
WHEELING, WV |
27,05727.1k
$1.5m |
$1.5m |
0.09% |
Reduced
-616 |
-616 |
| 45 |
CITIZENS FINANCIAL GROUP INC/RI
0.02% of their portfolio |
PROVIDENCE, RI |
26,87526.9k
$1.5m |
$1.5m |
0.02% |
Unchanged |
|
| 46 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
24,07524.1k
$1.4m |
$1.4m |
0.00% |
Added
+621 |
+621 |
| 47 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
23,55523.6k
$1.3m |
$1.3m |
0.08% |
Added
+2.7k |
+2,732 |
| 48 |
Horizon Investments, LLC
0.02% of their portfolio |
Charlotte, NC |
23,55523.6k
$1.3m |
$1.3m |
0.02% |
Added
+2.7k |
+2,732 |
| 49 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
22,57622.6k
$1.3m |
$1.3m |
0.02% |
Reduced
-1.1k |
-1,056 |
| 50 |
SOA Wealth Advisors, LLC.
0.21% of their portfolio |
NEW YORK, NY |
21,83321.8k
$1.2m |
$1.2m |
0.21% |
Reduced
-71 |
-71 |
| 51 |
Prosperity Consulting Group, LLC
0.05% of their portfolio |
OWINGS MILLS, MD |
20,60120.6k
$1.2m |
$1.2m |
0.05% |
Unchanged |
|
| 52 |
Ignite Planners, LLC
0.18% of their portfolio |
SAN CLEMENTE, CA |
20,53120.5k
$1.2m |
$1.2m |
0.18% |
Added
+15.8k |
+15,786 |
| 53 |
Modern Wealth Management, LLC
0.02% of their portfolio |
KANSAS CITY, MO |
20,13420.1k
$1.1m |
$1.1m |
0.02% |
Added
+7.8k |
+7,823 |
| 54 |
Ameritas Advisory Services, LLC
0.04% of their portfolio |
Lincoln, NE |
18,27718.3k
$1.0m |
$1.0m |
0.04% |
Added
+5.6k |
+5,596 |
| 55 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
18,10918.1k
$1.0m |
$1.0m |
0.00% |
Unchanged |
|
| 56 |
PRINCIPAL SECURITIES, INC.
0.02% of their portfolio |
DES MOINES, IA |
17,80117.8k
$1.0m |
$1.0m |
0.02% |
Unchanged |
|
| 57 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
16,96817.0k
$968.2k |
$968.2k |
0.02% |
Reduced
-1 |
-1 |
| 58 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02% of their portfolio |
LOS ANGELES, CA |
15,50215.5k
$884.5k |
$884.5k |
0.02% |
Unchanged |
|
| 59 |
TFB Advisors LLC
0.24% of their portfolio |
OVERLAND PARK, KS |
15,31615.3k
$873.9k |
$873.9k |
0.24% |
Reduced
-179 |
-179 |
| 60 |
Camelot Portfolios, LLC
0.52% of their portfolio |
Maumee, OH |
14,81514.8k
$845.4k |
$845.4k |
0.52% |
Reduced
-4.1k |
-4,129 |
| 61 |
CENTAURUS FINANCIAL, INC.
0.04% of their portfolio |
ANAHEIM, CA |
14,59314.6k
$833.0k |
$833.0k |
0.04% |
Unchanged |
|
| 62 |
NOVEM GROUP
0.09% of their portfolio |
Rochester, NY |
13,84913.8k
$790.2k |
$790.2k |
0.09% |
Reduced
-661 |
-661 |
| 63 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
13,83813.8k
$789.6k |
$789.6k |
0.00% |
Added
+1.8k |
+1,794 |
| 64 |
Grantvest Financial Group LLC
0.48% of their portfolio |
MATAWAN, NJ |
13,06113.1k
$745.3k |
$745.3k |
0.48% |
Reduced
-95 |
-95 |
| 65 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
12,88112.9k
$735.0k |
$735.0k |
0.03% |
Added
+379 |
+379 |
| 66 |
DHJJ Financial Advisors, Ltd.
0.24% of their portfolio |
NAPERVILLE, IL |
12,41312.4k
$708.3k |
$708.3k |
0.24% |
Unchanged |
|
| 67 |
SWMG, LLC
0.19% of their portfolio |
FORT WORTH, TX |
12,17812.2k
$701.9k |
$701.9k |
0.19% |
Unchanged |
|
| 68 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
12,13312.1k
$692.3k |
$692.3k |
0.01% |
Added
+1.3k |
+1,327 |
| 69 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
11,34911.3k
$647.6k |
$647.6k |
0.02% |
Reduced
-6.4k |
-6,365 |
| 70 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
10,65710.7k
$608.1k |
$608.1k |
0.00% |
Added
+19 |
+19 |
| 71 |
Strategic Blueprint, LLC
0.04% of their portfolio |
ATLANTA, GA |
10,62810.6k
$606.4k |
$606.4k |
0.04% |
Reduced
-749 |
-749 |
| 72 |
Plotkin Financial Advisors, LLC
0.29% of their portfolio |
CHEVY CHASE, MD |
10,50910.5k
$599.6k |
$599.6k |
0.29% |
Unchanged |
|
| 73 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,29110.3k
$587.2k |
$587.2k |
0.01% |
Unchanged |
|
| 74 |
LEGACY SOLUTIONS, LLC
0.49% of their portfolio |
KENNETT SQUARE, PA |
9,7339.7k
$555.4k |
$555.4k |
0.49% |
Unchanged |
|
| 75 |
Jaffetilchin Investment Partners, LLC
0.03% of their portfolio |
TAMPA, FL |
9,6009.6k
$547.8k |
$547.8k |
0.03% |
Unchanged |
|
| 76 |
Archer Investment Corp
0.12% of their portfolio |
Carmel, IN |
9,5359.5k
$544.1k |
$544.1k |
0.12% |
Reduced
-53 |
-53 |
| 77 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
9,5219.5k
$543.3k |
$543.3k |
0.01% |
Added
+1.2k |
+1,201 |
| 78 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.17% of their portfolio |
WATERLOO, IA |
9,2509.2k
$527.8k |
$527.8k |
0.17% |
Added
+250 |
+250 |
| 79 |
Sunbelt Securities, Inc.
0.03% of their portfolio |
HOUSTON, TX |
9,1829.2k
$523.9k |
$523.9k |
0.03% |
Unchanged |
|
| 80 |
Keating Financial Advisory Services, Inc.
0.07% of their portfolio |
MANHATTAN, KS |
8,5748.6k
$489.2k |
$489.2k |
0.07% |
First filing |
|
| 81 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
8,5048.5k
$485.2k |
$485.2k |
0.01% |
Reduced
-231 |
-231 |
| 82 |
CENTRAL VALLEY ADVISORS, LLC
0.14% of their portfolio |
SACRAMENTO, CA |
8,0838.1k
$461.2k |
$461.2k |
0.14% |
Reduced
-5 |
-5 |
| 83 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
7,9698.0k
$454.7k |
$454.7k |
0.01% |
Reduced
-1.8k |
-1,773 |
| 84 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,9528.0k
$453.7k |
$453.7k |
0.00% |
Reduced
-29 |
-29 |
| 85 |
Avior Wealth Management, LLC
0.01% of their portfolio |
OMAHA, NE |
7,6057.6k
$433.9k |
$433.9k |
0.01% |
Unchanged |
|
| 86 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
7,5977.6k
$433.0k |
$433.0k |
0.00% |
Added
+378 |
+378 |
| 87 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
7,4457.4k
$424.8k |
$424.8k |
0.00% |
Unchanged |
|
| 88 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
7,3967.4k
$422.0k |
$422.0k |
0.01% |
Unchanged |
|
| 89 |
Signal Advisors Wealth, LLC
0.03% of their portfolio |
DETROIT, MI |
7,3117.3k
$417.2k |
$417.2k |
0.03% |
Added
+3.1k |
+3,094 |
| 90 |
Echo Wealth Management, LLC
0.24% of their portfolio |
PLYMOUTH, MN |
7,3097.3k
$417.1k |
$417.1k |
0.24% |
Reduced
-538 |
-538 |
| 91 |
Ausdal Financial Partners, Inc.
0.02% of their portfolio |
Davenport, IA |
6,8656.9k
$391.7k |
$391.7k |
0.02% |
Added
+3 |
+3 |
| 92 |
TRANSCEND CAPITAL ADVISORS, LLC
0.03% of their portfolio |
MADISON, NJ |
6,8406.8k
$390.3k |
$390.3k |
0.03% |
Reduced
-440 |
-440 |
| 93 |
MONEY CONCEPTS CAPITAL CORP
0.02% of their portfolio |
PALM BEACH GARDENS, FL |
6,3146.3k
$360.3k |
$360.3k |
0.02% |
Unchanged |
|
| 94 |
UPTICK PARTNERS, LLC
0.08% of their portfolio |
NACOGDOCHES, TX |
6,1926.2k
$353.3k |
$353.3k |
0.08% |
Reduced
-1.6k |
-1,611 |
| 95 |
AdviceOne Advisory Services, LLC
0.21% of their portfolio |
GLASTONBURY, CT |
6,1746.2k
$352.3k |
$352.3k |
0.21% |
New |
|
| 96 |
World Investment Advisors
0.01% of their portfolio |
LINCROFT, NJ |
6,0676.1k
$346.2k |
$346.2k |
0.01% |
New |
|
| 97 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
6,0576.1k
$345.6k |
$345.6k |
0.00% |
Added
+2.2k |
+2,165 |
| 98 |
LEIGH BALDWIN & CO., LLC
0.23% of their portfolio |
CAZENOVIA, NY |
6,0356.0k
$344.0k |
$344.0k |
0.23% |
Unchanged |
|
| 99 |
HBW ADVISORY SERVICES LLC
0.04% of their portfolio |
SIMI VALLEY, CA |
5,8385.8k
$333.1k |
$333.1k |
0.04% |
Reduced
-411 |
-411 |
| 100 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
5,8255.8k
$332.4k |
$332.4k |
0.02% |
Unchanged |
|