| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
498,530498.5k
$28.2m |
$28.2m |
0.01% |
Reduced
-20.8k |
-20,783 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
285,746285.7k
$16.1m |
$16.1m |
0.02% |
Reduced
-42.1k |
-42,068 |
| 3 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
255,390255.4k
$14.4m |
$14.4m |
0.02% |
Added
+49.6k |
+49,601 |
| 4 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
248,333248.3k
$14.0m |
$14.0m |
0.03% |
Added
+21.8k |
+21,833 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
204,051204.1k
$11.5m |
$11.5m |
0.00% |
Reduced
-26.1k |
-26,129 |
| 6 |
CWM, LLC
0.03% of their portfolio |
OMAHA, NE |
185,966186.0k
$10.5m |
$10.5m |
0.03% |
Reduced
-12.0k |
-12,026 |
| 7 |
Keystone Wealth Services, LLC
2.14% of their portfolio |
PALM DESERT, CA |
177,353177.4k
$10.0m |
$10.0m |
2.14% |
New |
|
| 8 |
Legacy Capital Wealth Partners, LLC
1.72% of their portfolio |
LITTLE ROCK, AR |
147,530147.5k
$8.3m |
$8.3m |
1.72% |
Added
+6.6k |
+6,577 |
| 9 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
134,797134.8k
$7.6m |
$7.6m |
0.01% |
Reduced
-27.7k |
-27,651 |
| 10 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
130,930130.9k
$7.4m |
$7.4m |
0.03% |
Added
+4.9k |
+4,892 |
| 11 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
130,543130.5k
$7.4m |
$7.4m |
0.01% |
Added
+7.8k |
+7,771 |
| 12 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
124,390124.4k
$7.0m |
$7.0m |
0.00% |
Reduced
-680 |
-680 |
| 13 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
115,598115.6k
$6.5m |
$6.5m |
0.01% |
Added
+57.9k |
+57,887 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
95,42295.4k
$5.4m |
$5.4m |
0.01% |
Reduced
-4.5k |
-4,506 |
| 15 |
Atria Investments, Inc
0.06% of their portfolio |
Charlotte, NC |
94,51194.5k
$5.3m |
$5.3m |
0.06% |
Added
+13.8k |
+13,802 |
| 16 |
Faithward Advisors, LLC
0.41% of their portfolio |
LANCASTER, PA |
75,17675.2k
$2.9m |
$2.9m |
0.41% |
Added
+38.2k |
+38,184 |
| 17 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
69,74069.7k
$3.9m |
$3.9m |
0.01% |
Reduced
-9.3k |
-9,347 |
| 18 |
Avantra Family Wealth, Inc.
2.87% of their portfolio |
MECHANICSBURG, PA |
68,31768.3k
$3.9m |
$3.9m |
2.87% |
Added
+785 |
+785 |
| 19 |
Aptus Capital Advisors, LLC
0.03% of their portfolio |
FAIRHOPE, AL |
67,90167.9k
$3.8m |
$3.8m |
0.03% |
Reduced
-945 |
-945 |
| 20 |
Financial Guidance Group, Inc.
1.54% of their portfolio |
Palm Harbor, FL |
67,85367.9k
$3.8m |
$3.8m |
1.54% |
Reduced
-945 |
-945 |
| 21 |
Foguth Wealth Management, LLC.
0.46% of their portfolio |
BRIGHTON, MI |
66,64266.6k
$4.0m |
$4.0m |
0.46% |
Reduced
-22.7k |
-22,730 |
| 22 |
Valtinson Bruner Financial Planning LLC
1.02% of their portfolio |
NEW BRIGHTON, MN |
65,98466.0k
$3.7m |
$3.7m |
1.02% |
Reduced
-849 |
-849 |
| 23 |
REAP Financial Group, LLC
0.71% of their portfolio |
AUSTIN, TX |
63,59663.6k
$3.6m |
$3.6m |
0.71% |
Reduced
-374 |
-374 |
| 24 |
Fragasso Financial Advisors Inc
0.20% of their portfolio |
SEWICKLEY, PA |
59,11059.1k
$3.4m |
$3.4m |
0.20% |
Reduced
-521 |
-521 |
| 25 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
53,17253.2k
$3.0m |
$3.0m |
0.01% |
Reduced
-9.6k |
-9,646 |
| 26 |
Horizon Investments, LLC
0.03% of their portfolio |
Charlotte, NC |
51,05851.1k
$2.9m |
$2.9m |
0.03% |
Added
+27.5k |
+27,503 |
| 27 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
49,59149.6k
$2.8m |
$2.8m |
0.00% |
Reduced
-10.4k |
-10,402 |
| 28 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
49,35149.4k
$2.8m |
$2.8m |
0.04% |
Added
+5.0k |
+4,957 |
| 29 |
FWG Investments, LLC.
1.59% of their portfolio |
LEXINGTON, KY |
44,22944.2k
$2.5m |
$2.5m |
1.59% |
Reduced
-1.9k |
-1,866 |
| 30 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
42,94042.9k
$2.4m |
$2.4m |
0.01% |
Reduced
-872 |
-872 |
| 31 |
U.S. Capital Wealth Advisors, LLC
0.06% of their portfolio |
AUSTIN, TX |
42,58642.6k
$2.4m |
$2.4m |
0.06% |
Added
+346 |
+346 |
| 32 |
Quartz Partners, LLC
0.92% of their portfolio |
SARATOGA SPRINGS, NY |
42,03842.0k
$2.4m |
$2.4m |
0.92% |
Added
+146 |
+146 |
| 33 |
Foundations Investment Advisors, LLC
0.03% of their portfolio |
PHOENIX, AZ |
40,89440.9k
$2.3m |
$2.3m |
0.03% |
Reduced
-25 |
-25 |
| 34 |
OLD MISSION CAPITAL LLC
0.05% of their portfolio |
CHICAGO, IL |
39,29539.3k
$2.2m |
$2.2m |
0.05% |
New |
|
| 35 |
Tanglewood Legacy Advisors, LLC
0.72% of their portfolio |
HOUSTON, TX |
35,38935.4k
$2.0m |
$2.0m |
0.72% |
Unchanged |
|
| 36 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
34,52034.5k
$2.0m |
$2.0m |
0.02% |
Reduced
-576 |
-576 |
| 37 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.28% of their portfolio |
BLUE BELL, PA |
33,88333.9k
$1.9m |
$1.9m |
0.28% |
Reduced
-301 |
-301 |
| 38 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
33,85833.9k
$1.9m |
$1.9m |
0.03% |
Reduced
-7.7k |
-7,693 |
| 39 |
Concurrent Investment Advisors, LLC
0.02% of their portfolio |
Tampa, FL |
33,47433.5k
$1.9m |
$1.9m |
0.02% |
Added
+24.0k |
+23,953 |
| 40 |
Sowell Financial Services LLC
0.07% of their portfolio |
NORTH LITTLE ROCK, AR |
32,02832.0k
$1.8m |
$1.8m |
0.07% |
Reduced
-165 |
-165 |
| 41 |
KINTRA WEALTH, LLC
0.12% of their portfolio |
WILLIAMSPORT, PA |
29,57229.6k
$1.7m |
$1.7m |
0.12% |
Added
+672 |
+672 |
| 42 |
Integrity Financial Corp /WA
0.82% of their portfolio |
JACKSON, WY |
29,16529.2k
$1.6m |
$1.6m |
0.82% |
Reduced
-3.5k |
-3,490 |
| 43 |
CITIZENS FINANCIAL GROUP INC/RI
0.02% of their portfolio |
PROVIDENCE, RI |
26,87526.9k
$1.5m |
$1.5m |
0.02% |
Unchanged |
|
| 44 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
26,82126.8k
$1.5m |
$1.5m |
0.02% |
Reduced
-525 |
-525 |
| 45 |
McKinley Carter Wealth Services, Inc.
0.09% of their portfolio |
WHEELING, WV |
26,59626.6k
$1.5m |
$1.5m |
0.09% |
Reduced
-461 |
-461 |
| 46 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
25,77425.8k
$1.5m |
$1.5m |
0.08% |
Added
+2.2k |
+2,219 |
| 47 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
25,61125.6k
$1.4m |
$1.4m |
0.00% |
Reduced
-3.6k |
-3,611 |
| 48 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
24,91324.9k
$1.4m |
$1.4m |
0.00% |
Reduced
-3.4k |
-3,400 |
| 49 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
22,57622.6k
$1.3m |
$1.3m |
0.02% |
Unchanged |
|
| 50 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
22,53922.5k
$1.3m |
$1.3m |
0.00% |
Reduced
-1.5k |
-1,536 |
| 51 |
Prosperity Consulting Group, LLC
0.05% of their portfolio |
OWINGS MILLS, MD |
20,60120.6k
$1.2m |
$1.2m |
0.05% |
Unchanged |
|
| 52 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
20,00820.0k
$1.1m |
$1.1m |
0.01% |
Added
+6.2k |
+6,170 |
| 53 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
18,19018.2k
$1.0m |
$1.0m |
0.02% |
Added
+6.8k |
+6,841 |
| 54 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
18,09118.1k
$1.0m |
$1.0m |
0.00% |
Reduced
-18 |
-18 |
| 55 |
PRINCIPAL SECURITIES, INC.
0.01% of their portfolio |
DES MOINES, IA |
17,80117.8k
$1.0m |
$1.0m |
0.01% |
Unchanged |
|
| 56 |
Signal Advisors Wealth, LLC
0.07% of their portfolio |
DETROIT, MI |
17,77017.8k
$1.0m |
$1.0m |
0.07% |
Added
+10.5k |
+10,459 |
| 57 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
17,22017.2k
$973.0k |
$973.0k |
0.00% |
Reduced
-12.2k |
-12,233 |
| 58 |
STEPHENS INC /AR/
0.01% of their portfolio |
LITTLE ROCK, AR |
17,09517.1k
$965.9k |
$965.9k |
0.01% |
Reduced
-59.0k |
-59,025 |
| 59 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
16,96817.0k
$958.7k |
$958.7k |
0.02% |
Unchanged |
|
| 60 |
Ameritas Advisory Services, LLC
0.04% of their portfolio |
Lincoln, NE |
16,71916.7k
$944.7k |
$944.7k |
0.04% |
Reduced
-1.6k |
-1,558 |
| 61 |
Ignite Planners, LLC
0.14% of their portfolio |
SAN CLEMENTE, CA |
16,30016.3k
$921.0k |
$921.0k |
0.14% |
Reduced
-4.2k |
-4,231 |
| 62 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02% of their portfolio |
LOS ANGELES, CA |
15,50215.5k
$875.9k |
$875.9k |
0.02% |
Unchanged |
|
| 63 |
CENTAURUS FINANCIAL, INC.
0.04% of their portfolio |
ANAHEIM, CA |
14,59314.6k
$825.0k |
$825.0k |
0.04% |
Unchanged |
|
| 64 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
13,42813.4k
$758.7k |
$758.7k |
0.01% |
Added
+1.3k |
+1,295 |
| 65 |
SOA Wealth Advisors, LLC.
0.14% of their portfolio |
NEW YORK, NY |
12,99613.0k
$734.3k |
$734.3k |
0.14% |
Reduced
-8.8k |
-8,837 |
| 66 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
12,83312.8k
$725.1k |
$725.1k |
0.02% |
Reduced
-48 |
-48 |
| 67 |
Grantvest Financial Group LLC
0.46% of their portfolio |
MATAWAN, NJ |
12,61812.6k
$713.0k |
$713.0k |
0.46% |
Reduced
-443 |
-443 |
| 68 |
SWMG, LLC
0.20% of their portfolio |
FORT WORTH, TX |
12,17812.2k
$688.1k |
$688.1k |
0.20% |
Unchanged |
|
| 69 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
12,14812.1k
$690.1k |
$690.1k |
0.01% |
Reduced
-8.0k |
-7,986 |
| 70 |
DHJJ Financial Advisors, Ltd.
0.22% of their portfolio |
NAPERVILLE, IL |
11,78811.8k
$666.1k |
$666.1k |
0.22% |
Reduced
-625 |
-625 |
| 71 |
Camelot Portfolios, LLC
0.49% of their portfolio |
Maumee, OH |
11,47911.5k
$648.6k |
$648.6k |
0.49% |
Reduced
-3.3k |
-3,336 |
| 72 |
Plotkin Financial Advisors, LLC
0.30% of their portfolio |
CHEVY CHASE, MD |
10,50910.5k
$593.8k |
$593.8k |
0.30% |
Unchanged |
|
| 73 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
10,37210.4k
$586.0k |
$586.0k |
0.00% |
Reduced
-285 |
-285 |
| 74 |
Strategic Blueprint, LLC
0.03% of their portfolio |
ATLANTA, GA |
10,35610.4k
$585.1k |
$585.1k |
0.03% |
Reduced
-272 |
-272 |
| 75 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,29110.3k
$581.5k |
$581.5k |
0.01% |
Unchanged |
|
| 76 |
Archer Investment Corp
0.11% of their portfolio |
Carmel, IN |
9,4749.5k
$535.3k |
$535.3k |
0.11% |
Reduced
-61 |
-61 |
| 77 |
LEGACY SOLUTIONS, LLC
0.49% of their portfolio |
KENNETT SQUARE, PA |
9,4439.4k
$533.6k |
$533.6k |
0.49% |
Reduced
-290 |
-290 |
| 78 |
Keating Financial Advisory Services, Inc.
0.09% of their portfolio |
MANHATTAN, KS |
9,4269.4k
$532.6k |
$532.6k |
0.09% |
Added
+852 |
+852 |
| 79 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.16% of their portfolio |
WATERLOO, IA |
9,2509.2k
$522.7k |
$522.7k |
0.16% |
Unchanged |
|
| 80 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
9,2149.2k
$520.6k |
$520.6k |
0.01% |
Added
+1.3k |
+1,262 |
| 81 |
Sunbelt Securities, Inc.
0.03% of their portfolio |
HOUSTON, TX |
9,1459.1k
$516.7k |
$516.7k |
0.03% |
Reduced
-37 |
-37 |
| 82 |
VestGen Advisors, LLC
0.02% of their portfolio |
CHICAGO, IL |
9,0789.1k
$539.3k |
$539.3k |
0.02% |
New |
|
| 83 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
8,8648.9k
$501.0k |
$501.0k |
0.00% |
Added
+1.3k |
+1,267 |
| 84 |
VestGen Investment Management
0.27% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
8,5568.6k
$483.4k |
$483.4k |
0.27% |
New |
|
| 85 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
8,3358.3k
$471.0k |
$471.0k |
0.01% |
Reduced
-169 |
-169 |
| 86 |
CENTRAL VALLEY ADVISORS, LLC
0.12% of their portfolio |
SACRAMENTO, CA |
7,9257.9k
$447.8k |
$447.8k |
0.12% |
Reduced
-158 |
-158 |
| 87 |
Avior Wealth Management, LLC
0.01% of their portfolio |
OMAHA, NE |
7,6027.6k
$429.5k |
$429.5k |
0.01% |
Reduced
-3 |
-3 |
| 88 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
7,3967.4k
$417.9k |
$417.9k |
0.01% |
Unchanged |
|
| 89 |
TFB Advisors LLC
0.22% of their portfolio |
OVERLAND PARK, KS |
7,3707.4k
$416.4k |
$416.4k |
0.22% |
Reduced
-7.9k |
-7,946 |
| 90 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
7,3317.3k
$414.2k |
$414.2k |
0.00% |
Reduced
-114 |
-114 |
| 91 |
Jaffetilchin Investment Partners, LLC
0.02% of their portfolio |
TAMPA, FL |
7,1007.1k
$401.2k |
$401.2k |
0.02% |
Reduced
-2.5k |
-2,500 |
| 92 |
Ausdal Financial Partners, Inc.
0.02% of their portfolio |
Davenport, IA |
6,8656.9k
$387.9k |
$387.9k |
0.02% |
Unchanged |
|
| 93 |
TRANSCEND CAPITAL ADVISORS, LLC
0.03% of their portfolio |
MADISON, NJ |
6,8406.8k
$386.5k |
$386.5k |
0.03% |
Unchanged |
|
| 94 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
6,3386.3k
$358.1k |
$358.1k |
0.01% |
Reduced
-1.6k |
-1,631 |
| 95 |
MONEY CONCEPTS CAPITAL CORP
0.02% of their portfolio |
PALM BEACH GARDENS, FL |
6,3246.3k
$357.3k |
$357.3k |
0.02% |
Added
+10 |
+10 |
| 96 |
UPTICK PARTNERS, LLC
0.07% of their portfolio |
NACOGDOCHES, TX |
6,1926.2k
$349.9k |
$349.9k |
0.07% |
Unchanged |
|
| 97 |
AdviceOne Advisory Services, LLC
0.21% of their portfolio |
GLASTONBURY, CT |
6,1746.2k
$348.9k |
$348.9k |
0.21% |
Unchanged |
|
| 98 |
Gateway Wealth Partners, LLC
0.01% of their portfolio |
APPLETON, WI |
6,1066.1k
$345.0k |
$345.0k |
0.01% |
New |
|
| 99 |
LEIGH BALDWIN & CO., LLC
0.22% of their portfolio |
CAZENOVIA, NY |
6,0356.0k
$341.0k |
$341.0k |
0.22% |
Unchanged |
|
| 100 |
HBW ADVISORY SERVICES LLC
0.03% of their portfolio |
SIMI VALLEY, CA |
5,8385.8k
$329.9k |
$329.9k |
0.03% |
Unchanged |
|