| 1 |
Kestra Advisory Services, LLC
0.04% of their portfolio |
AUSTIN, TX |
211,339211.3k
$9.6m |
$9.6m |
0.04% |
Reduced
-3.9k |
-3,897 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
193,871193.9k
$8.8m |
$8.8m |
0.00% |
Added
+12.0k |
+11,963 |
| 3 |
REAP Financial Group, LLC
1.45% of their portfolio |
AUSTIN, TX |
157,506157.5k
$7.1m |
$7.1m |
1.45% |
Reduced
-8.8k |
-8,796 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
143,347143.3k
$6.5m |
$6.5m |
0.00% |
Reduced
-11.5k |
-11,514 |
| 5 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
139,596139.6k
$6.3m |
$6.3m |
0.01% |
Reduced
-1.4k |
-1,380 |
| 6 |
Spectrum Asset Management, Inc. (NB/CA)
2.05% of their portfolio |
NEWPORT BEACH, CA |
135,514135.5k
$6.1m |
$6.1m |
2.05% |
Reduced
-1.2k |
-1,227 |
| 7 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
131,053131.1k
$5.9m |
$5.9m |
0.01% |
Added
+1.6k |
+1,609 |
| 8 |
PRECEDENT WEALTH PARTNERS, LLC
1.08% of their portfolio |
HOUSTON, TX |
113,880113.9k
$5.2m |
$5.2m |
1.08% |
Unchanged |
|
| 9 |
Tanglewood Legacy Advisors, LLC
1.78% of their portfolio |
HOUSTON, TX |
104,771104.8k
$4.7m |
$4.7m |
1.78% |
Reduced
-2.1k |
-2,093 |
| 10 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
95,90395.9k
$4.3m |
$4.3m |
0.00% |
Added
+11.9k |
+11,945 |
| 11 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
90,41690.4k
$4.1m |
$4.1m |
0.01% |
Reduced
-36.3k |
-36,326 |
| 12 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
79,09779.1k
$3.6m |
$3.6m |
0.01% |
Reduced
-4.0k |
-3,965 |
| 13 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
65,95866.0k
$3.0m |
$3.0m |
0.00% |
Reduced
-6.8k |
-6,757 |
| 14 |
FOUNDERS FINANCIAL SECURITIES LLC
0.16% of their portfolio |
TOWSON, MD |
60,29760.3k
$2.7m |
$2.7m |
0.16% |
Added
+5.3k |
+5,302 |
| 15 |
Horizon Investments, LLC
0.03% of their portfolio |
Charlotte, NC |
60,11560.1k
$2.7m |
$2.7m |
0.03% |
Added
+5.1k |
+5,120 |
| 16 |
HARBOUR INVESTMENTS, INC.
0.05% of their portfolio |
MADISON, WI |
49,49749.5k
$2.2m |
$2.2m |
0.05% |
Added
+304 |
+304 |
| 17 |
Decker Wealth Management LLC
0.48% of their portfolio |
NASHVILLE, TN |
48,31348.3k
$2.2m |
$2.2m |
0.48% |
First filing |
|
| 18 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
44,01344.0k
$2.0m |
$2.0m |
0.00% |
Added
+736 |
+736 |
| 19 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.47% of their portfolio |
WILLIAMSVILLE, NY |
37,79437.8k
$1.7m |
$1.7m |
0.47% |
Reduced
-9.8k |
-9,769 |
| 20 |
Wood Tarver Financial Group, LLC
0.45% of their portfolio |
BOISE, ID |
35,10135.1k
$1.6m |
$1.6m |
0.45% |
Reduced
-616 |
-616 |
| 21 |
Mutual Advisors, LLC
0.03% of their portfolio |
OMAHA, NE |
32,49532.5k
$1.5m |
$1.5m |
0.03% |
Reduced
-110 |
-110 |
| 22 |
OLD MISSION CAPITAL LLC
0.05% of their portfolio |
CHICAGO, IL |
31,30431.3k
$1.4m |
$1.4m |
0.05% |
Added
+3.7k |
+3,697 |
| 23 |
StoneX Group Inc.
0.06% of their portfolio |
NEW YORK, NY |
28,85228.9k
$1.3m |
$1.3m |
0.06% |
Reduced
-603 |
-603 |
| 24 |
Ritter Daniher Financial Advisory LLC / DE
0.22% of their portfolio |
CINCINNATI, OH |
28,70128.7k
$1.3m |
$1.3m |
0.22% |
Reduced
-1.6k |
-1,560 |
| 25 |
TopTier Wealth Management, LLC
0.85% of their portfolio |
MUSKEGO, WI |
27,69127.7k
$1.3m |
$1.3m |
0.85% |
First filing |
|
| 26 |
Kovack Advisors, Inc.
0.05% of their portfolio |
FT. LAUDERDALE, FL |
25,62225.6k
$1.2m |
$1.2m |
0.05% |
Added
+5.8k |
+5,818 |
| 27 |
&PARTNERS
0.01% of their portfolio |
NASHVILLE, TN |
25,20725.2k
$1.1m |
$1.1m |
0.01% |
New |
|
| 28 |
Integrity Financial Corp /WA
0.55% of their portfolio |
JACKSON, WY |
23,99424.0k
$1.1m |
$1.1m |
0.55% |
Reduced
-10.2k |
-10,197 |
| 29 |
Sloy Dahl & Holst, LLC
0.12% of their portfolio |
Vancouver, WA |
22,58022.6k
$1.0m |
$1.0m |
0.12% |
Unchanged |
|
| 30 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
19,94519.9k
$902.0k |
$902.0k |
0.00% |
Reduced
-1.7k |
-1,734 |
| 31 |
Grantvest Financial Group LLC
0.57% of their portfolio |
MATAWAN, NJ |
19,56019.6k
$884.9k |
$884.9k |
0.57% |
Reduced
-3.8k |
-3,836 |
| 32 |
Ignite Planners, LLC
0.13% of their portfolio |
SAN CLEMENTE, CA |
18,36818.4k
$835.5k |
$835.5k |
0.13% |
Reduced
-2.8k |
-2,754 |
| 33 |
EVOLUTION WEALTH MANAGEMENT INC.
0.69% of their portfolio |
FORT MYERS, FL |
18,31818.3k
$828.7k |
$828.7k |
0.69% |
Reduced
-3.1k |
-3,064 |
| 34 |
MONEY CONCEPTS CAPITAL CORP
0.05% of their portfolio |
PALM BEACH GARDENS, FL |
18,03818.0k
$816.0k |
$816.0k |
0.05% |
Unchanged |
|
| 35 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
16,14416.1k
$730.3k |
$730.3k |
0.01% |
New |
|
| 36 |
AlphaStar Capital Management, LLC
0.05% of their portfolio |
CORNELIUS, NC |
15,49815.5k
$701.1k |
$701.1k |
0.05% |
Unchanged |
|
| 37 |
WETZEL INVESTMENT ADVISORS, INC.
0.28% of their portfolio |
INDIANAPOLIS, IN |
15,26015.3k
$690.4k |
$690.4k |
0.28% |
Reduced
-102 |
-102 |
| 38 |
Santori & Peters, Inc.
0.23% of their portfolio |
CANONSBURG, PA |
14,67614.7k
$663.9k |
$663.9k |
0.23% |
Unchanged |
|
| 39 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
14,53814.5k
$657.7k |
$657.7k |
0.01% |
Reduced
-5.1k |
-5,131 |
| 40 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
14,49414.5k
$655.7k |
$655.7k |
0.00% |
New |
|
| 41 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
14,40414.4k
$651.6k |
$651.6k |
0.00% |
Reduced
-4.4k |
-4,434 |
| 42 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
14,21814.2k
$643.2k |
$643.2k |
0.04% |
Unchanged |
|
| 43 |
JIM SAULNIER & ASSOCIATES, LLC
0.31% of their portfolio |
FORT COLLINS, CO |
13,13113.1k
$594.0k |
$594.0k |
0.31% |
Unchanged |
|
| 44 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
11,69611.7k
$529.1k |
$529.1k |
0.00% |
Reduced
-125 |
-125 |
| 45 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
11,63911.6k
$526.5k |
$526.5k |
0.01% |
Added
+154 |
+154 |
| 46 |
WINNACLE WEALTH LLC
0.39% of their portfolio |
WACO, TX |
11,49911.5k
$529.0k |
$529.0k |
0.39% |
Reduced
-369 |
-369 |
| 47 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
10,86810.9k
$491.7k |
$491.7k |
0.00% |
Added
+4.9k |
+4,875 |
| 48 |
Capital Investment Advisory Services, LLC
0.03% of their portfolio |
RALEIGH, NC |
10,73110.7k
$485.5k |
$485.5k |
0.03% |
Reduced
-47 |
-47 |
| 49 |
Strategic Blueprint, LLC
0.03% of their portfolio |
ATLANTA, GA |
10,45810.5k
$473.1k |
$473.1k |
0.03% |
Reduced
-135 |
-135 |
| 50 |
Sequent Planning LLC
0.11% of their portfolio |
OMAHA, NE |
9,4469.4k
$427.3k |
$427.3k |
0.11% |
Reduced
-154 |
-154 |
| 51 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
9,3079.3k
$421.0k |
$421.0k |
0.00% |
Reduced
-12.9k |
-12,871 |
| 52 |
Buck Wealth Strategies, LLC
0.05% of their portfolio |
DENVER, CO |
9,0609.1k
$409.9k |
$409.9k |
0.05% |
Unchanged |
|
| 53 |
Advance Capital Management, Inc.
0.02% of their portfolio |
SOUTHFIELD, MI |
8,9118.9k
$403.1k |
$403.1k |
0.02% |
Reduced
-113 |
-113 |
| 54 |
Schwallier Wealth Management LLC
0.23% of their portfolio |
GRAND RAPIDS, MI |
7,9017.9k
$359.4k |
$359.4k |
0.23% |
Reduced
-138 |
-138 |
| 55 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
7,1167.1k
$321.9k |
$321.9k |
0.02% |
Reduced
-770 |
-770 |
| 56 |
Clear Creek Financial Management, LLC
0.03% of their portfolio |
SILVERDALE, WA |
7,0707.1k
$319.8k |
$319.8k |
0.03% |
Added
+1.3k |
+1,275 |
| 57 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
7,0577.1k
$319.3k |
$319.3k |
0.01% |
Reduced
-6.0k |
-5,997 |
| 58 |
Rehmann Capital Advisory Group
0.02% of their portfolio |
LANSING, MI |
7,0427.0k
$318.6k |
$318.6k |
0.02% |
Unchanged |
|
| 59 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.26% of their portfolio |
ANCHORAGE, AK |
6,8966.9k
$312.1k |
$312.1k |
0.26% |
Reduced
-487 |
-487 |
| 60 |
Core Wealth Partners LLC
0.13% of their portfolio |
SANTA ROSA, CA |
6,6006.6k
$298.6k |
$298.6k |
0.13% |
Unchanged |
|
| 61 |
IMG Wealth Management, Inc.
0.17% of their portfolio |
JACKSONVILLE, FL |
5,9405.9k
$268.7k |
$268.7k |
0.17% |
Unchanged |
|
| 62 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
5,4125.4k
$244.8k |
$244.8k |
0.03% |
Reduced
-3 |
-3 |
| 63 |
SOA Wealth Advisors, LLC.
0.04% of their portfolio |
NEW YORK, NY |
5,3625.4k
$242.6k |
$242.6k |
0.04% |
Unchanged |
|
| 64 |
Foguth Wealth Management, LLC.
0.03% of their portfolio |
BRIGHTON, MI |
4,6194.6k
$209.1k |
$209.1k |
0.03% |
First filing |
|
| 65 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
4,3734.4k
$197.8k |
$197.8k |
0.01% |
Unchanged |
|
| 66 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
3,9974.0k
$180.8k |
$180.8k |
0.00% |
Reduced
-522 |
-522 |
| 67 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
3,5843.6k
$162.1k |
$162.1k |
0.00% |
Unchanged |
|
| 68 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
3,0433.0k
$137.7k |
$137.7k |
0.00% |
Unchanged |
|
| 69 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
2,3182.3k
$104.9k |
$104.9k |
0.00% |
Unchanged |
|
| 70 |
ALERUS FINANCIAL NA
0.00% of their portfolio |
GRAND FORKS, ND |
1,9101.9k
$86.4k |
$86.4k |
0.00% |
Unchanged |
|
| 71 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
1,8771.9k
$84.9k |
$84.9k |
0.00% |
Unchanged |
|
| 72 |
Keating Financial Advisory Services, Inc.
0.01% of their portfolio |
MANHATTAN, KS |
1,7971.8k
$81.3k |
$81.3k |
0.01% |
First filing |
|
| 73 |
PRIVATE TRUST CO NA
0.01% of their portfolio |
CLEVELAND, OH |
1,7421.7k
$78.8k |
$78.8k |
0.01% |
Unchanged |
|
| 74 |
DHJJ Financial Advisors, Ltd.
0.02% of their portfolio |
NAPERVILLE, IL |
1,2451.2k
$56.3k |
$56.3k |
0.02% |
Unchanged |
|
| 75 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
1,2211.2k
$55.2k |
$55.2k |
0.00% |
Reduced
-18 |
-18 |
| 76 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
750750
$33.9k |
$33.9k |
0.00% |
Unchanged |
|
| 77 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
678678
$30.7k |
$30.7k |
0.00% |
Unchanged |
|
| 78 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
678678
$30.7k |
$30.7k |
0.00% |
New |
|
| 79 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
665665
$30.1k |
$30.1k |
0.00% |
New |
|
| 80 |
Triumph Capital Management
0.01% of their portfolio |
DENVER, CO |
642642
$29.0k |
$29.0k |
0.01% |
New |
|
| 81 |
Financial Network Wealth Advisors LLC
0.02% of their portfolio |
MURRAY, UT |
368368
$16.6k |
$16.6k |
0.02% |
Unchanged |
|
| 82 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
167167
$7.6k |
$7.6k |
0.00% |
Reduced
-390 |
-390 |
| 83 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
153153
$6.9k |
$6.9k |
0.00% |
New |
|
| 84 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
119119
$5.4k |
$5.4k |
0.00% |
Reduced
-119 |
-119 |
| 85 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
104104
$5.0k |
$5.0k |
0.00% |
Reduced
-811 |
-811 |
| 86 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
4343
$1.9k |
$1.9k |
0.00% |
Reduced
-1.2k |
-1,200 |