| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
300,279300.3k
$14.1m |
$14.1m |
0.00% |
Added
+79.9k |
+79,895 |
| 2 |
Spectrum Asset Management, Inc. (NB/CA)
3.58% of their portfolio |
NEWPORT BEACH, CA |
273,257273.3k
$12.9m |
$12.9m |
3.58% |
Added
+138.6k |
+138,571 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
198,006198.0k
$9.3m |
$9.3m |
0.00% |
Added
+77.6k |
+77,624 |
| 4 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
171,620171.6k
$8.1m |
$8.1m |
0.01% |
Added
+104.7k |
+104,655 |
| 5 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
149,318149.3k
$7.0m |
$7.0m |
0.02% |
Reduced
-63.3k |
-63,260 |
| 6 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
143,853143.9k
$6.8m |
$6.8m |
0.01% |
Added
+7.5k |
+7,550 |
| 7 |
REAP Financial Group, LLC
1.16% of their portfolio |
AUSTIN, TX |
143,662143.7k
$6.8m |
$6.8m |
1.16% |
Reduced
-6.9k |
-6,868 |
| 8 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
140,152140.2k
$6.6m |
$6.6m |
0.01% |
Added
+7.2k |
+7,189 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
112,739112.7k
$5.3m |
$5.3m |
0.00% |
Added
+68.3k |
+68,292 |
| 10 |
Ausdal Financial Partners, Inc.
0.20% of their portfolio |
Davenport, IA |
107,651107.7k
$5.1m |
$5.1m |
0.20% |
New |
|
| 11 |
Tanglewood Legacy Advisors, LLC
1.52% of their portfolio |
HOUSTON, TX |
100,098100.1k
$4.7m |
$4.7m |
1.52% |
Reduced
-1.1k |
-1,080 |
| 12 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
94,62094.6k
$4.5m |
$4.5m |
0.00% |
Added
+6.0k |
+5,989 |
| 13 |
Bluespring Wealth Management, LLC
0.08% of their portfolio |
AUSTIN, TX |
92,65292.7k
$4.4m |
$4.4m |
0.08% |
New |
|
| 14 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
89,56389.6k
$4.2m |
$4.2m |
0.00% |
Added
+46.7k |
+46,743 |
| 15 |
FOUNDERS FINANCIAL SECURITIES LLC
0.20% of their portfolio |
TOWSON, MD |
81,46181.5k
$3.8m |
$3.8m |
0.20% |
Added
+9.3k |
+9,306 |
| 16 |
Horizon Investments, LLC
0.04% of their portfolio |
Charlotte, NC |
81,46181.5k
$3.8m |
$3.8m |
0.04% |
Reduced
-60.3k |
-60,317 |
| 17 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
68,28868.3k
$3.2m |
$3.2m |
0.04% |
Added
+3.2k |
+3,242 |
| 18 |
Maia Wealth LLC
0.44% of their portfolio |
DENVER, CO |
63,70063.7k
$3.0m |
$3.0m |
0.44% |
New |
|
| 19 |
NEW WAVE WEALTH ADVISORS LLC
0.38% of their portfolio |
SPRINGDALE, AR |
58,80058.8k
$2.8m |
$2.8m |
0.38% |
New |
|
| 20 |
Strategic Blueprint, LLC
0.13% of their portfolio |
ATLANTA, GA |
55,93155.9k
$2.6m |
$2.6m |
0.13% |
New |
|
| 21 |
1ST SOURCE BANK
0.11% of their portfolio |
SOUTH BEND, IN |
53,75753.8k
$2.5m |
$2.5m |
0.11% |
New |
|
| 22 |
Decker Wealth Management LLC
0.48% of their portfolio |
NASHVILLE, TN |
47,88947.9k
$2.3m |
$2.3m |
0.48% |
Added
+1.4k |
+1,383 |
| 23 |
Kovack Advisors, Inc.
0.11% of their portfolio |
FT. LAUDERDALE, FL |
47,67047.7k
$2.2m |
$2.2m |
0.11% |
Added
+21.8k |
+21,773 |
| 24 |
Ritter Daniher Financial Advisory LLC / DE
0.33% of their portfolio |
CINCINNATI, OH |
46,32646.3k
$2.2m |
$2.2m |
0.33% |
Added
+17.6k |
+17,625 |
| 25 |
Wood Tarver Financial Group, LLC
0.37% of their portfolio |
BOISE, ID |
33,33833.3k
$1.6m |
$1.6m |
0.37% |
Reduced
-105 |
-105 |
| 26 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.39% of their portfolio |
WILLIAMSVILLE, NY |
32,99833.0k
$1.6m |
$1.6m |
0.39% |
Unchanged |
|
| 27 |
Commonwealth Financial Services, LLC
0.20% of their portfolio |
VIENNA, WV |
32,29432.3k
$1.5m |
$1.5m |
0.20% |
New |
|
| 28 |
Mutual Advisors, LLC
0.03% of their portfolio |
OMAHA, NE |
31,07631.1k
$1.5m |
$1.5m |
0.03% |
Reduced
-619 |
-619 |
| 29 |
TopTier Wealth Management, LLC
0.79% of their portfolio |
MUSKEGO, WI |
27,69127.7k
$1.3m |
$1.3m |
0.79% |
Unchanged |
|
| 30 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
25,79025.8k
$1.2m |
$1.2m |
0.00% |
Added
+4.4k |
+4,397 |
| 31 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
25,17425.2k
$1.2m |
$1.2m |
0.00% |
Added
+9.7k |
+9,717 |
| 32 |
Ignite Planners, LLC
0.16% of their portfolio |
SAN CLEMENTE, CA |
25,14425.1k
$1.2m |
$1.2m |
0.16% |
Added
+7.1k |
+7,130 |
| 33 |
Maltin Wealth Management, Inc.
0.38% of their portfolio |
RIDGEWOOD, NJ |
24,01424.0k
$1.1m |
$1.1m |
0.38% |
New |
|
| 34 |
Sloy Dahl & Holst, LLC
0.13% of their portfolio |
Vancouver, WA |
22,10522.1k
$1.0m |
$1.0m |
0.13% |
Unchanged |
|
| 35 |
Prime Capital Investment Advisors, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
19,84619.8k
$935.1k |
$935.1k |
0.01% |
New |
|
| 36 |
Grantvest Financial Group LLC
0.53% of their portfolio |
MATAWAN, NJ |
19,46119.5k
$917.0k |
$917.0k |
0.53% |
Reduced
-165 |
-165 |
| 37 |
Integrity Financial Corp /WA
0.43% of their portfolio |
JACKSON, WY |
19,29719.3k
$909.3k |
$909.3k |
0.43% |
Reduced
-539 |
-539 |
| 38 |
StoneX Group Inc.
0.04% of their portfolio |
NEW YORK, NY |
19,02219.0k
$896.3k |
$896.3k |
0.04% |
Added
+9.9k |
+9,892 |
| 39 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
18,70518.7k
$881.4k |
$881.4k |
0.00% |
Unchanged |
|
| 40 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
18,34018.3k
$860.0k |
$860.0k |
0.00% |
Added
+18.2k |
+18,221 |
| 41 |
EVOLUTION WEALTH MANAGEMENT INC.
0.51% of their portfolio |
FORT MYERS, FL |
18,30818.3k
$862.7k |
$862.7k |
0.51% |
Reduced
-5 |
-5 |
| 42 |
MONEY CONCEPTS CAPITAL CORP
0.04% of their portfolio |
PALM BEACH GARDENS, FL |
18,03818.0k
$850.0k |
$850.0k |
0.04% |
Unchanged |
|
| 43 |
Santori & Peters, Inc.
0.23% of their portfolio |
CANONSBURG, PA |
17,01217.0k
$801.6k |
$801.6k |
0.23% |
Added
+8.9k |
+8,922 |
| 44 |
AlphaStar Capital Management, LLC
0.05% of their portfolio |
CORNELIUS, NC |
16,54516.5k
$779.6k |
$779.6k |
0.05% |
Added
+1.5k |
+1,497 |
| 45 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
14,96415.0k
$705.1k |
$705.1k |
0.00% |
Reduced
-150 |
-150 |
| 46 |
WETZEL INVESTMENT ADVISORS, INC.
0.24% of their portfolio |
INDIANAPOLIS, IN |
14,56414.6k
$686.3k |
$686.3k |
0.24% |
Reduced
-644 |
-644 |
| 47 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
14,54814.5k
$685.5k |
$685.5k |
0.00% |
Added
+6.3k |
+6,277 |
| 48 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
14,43114.4k
$680.0k |
$680.0k |
0.01% |
Added
+8.0k |
+8,021 |
| 49 |
JIM SAULNIER & ASSOCIATES, LLC
0.25% of their portfolio |
FORT COLLINS, CO |
13,13113.1k
$618.7k |
$618.7k |
0.25% |
Unchanged |
|
| 50 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
12,95413.0k
$610.4k |
$610.4k |
0.01% |
Added
+1.1k |
+1,103 |
| 51 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
11,58911.6k
$546.1k |
$546.1k |
0.00% |
Added
+1.4k |
+1,434 |
| 52 |
WINNACLE WEALTH LLC
0.36% of their portfolio |
WACO, TX |
11,30511.3k
$532.7k |
$532.7k |
0.36% |
Reduced
-72 |
-72 |
| 53 |
UPTICK PARTNERS, LLC
0.08% of their portfolio |
NACOGDOCHES, TX |
11,26011.3k
$530.6k |
$530.6k |
0.08% |
New |
|
| 54 |
Capital Investment Advisory Services, LLC
0.03% of their portfolio |
RALEIGH, NC |
10,74010.7k
$506.1k |
$506.1k |
0.03% |
Added
+9 |
+9 |
| 55 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
10,71710.7k
$505.0k |
$505.0k |
0.00% |
Reduced
-2.2k |
-2,244 |
| 56 |
HOLLENCREST CAPITAL MANAGEMENT
0.03% of their portfolio |
NEWPORT BEACH, CA |
10,60010.6k
$499.5k |
$499.5k |
0.03% |
New |
|
| 57 |
BROWN ADVISORY INC
0.00% of their portfolio |
BALTIMORE, MD |
10,52210.5k
$495.8k |
$495.8k |
0.00% |
New |
|
| 58 |
Buck Wealth Strategies, LLC
0.05% of their portfolio |
DENVER, CO |
10,00510.0k
$471.4k |
$471.4k |
0.05% |
Added
+945 |
+945 |
| 59 |
Advance Capital Management, Inc.
0.01% of their portfolio |
SOUTHFIELD, MI |
9,7529.8k
$459.5k |
$459.5k |
0.01% |
Added
+841 |
+841 |
| 60 |
Mission Financial Group, LLC
0.38% of their portfolio |
HONOLULU, HI |
9,6349.6k
$453.9k |
$453.9k |
0.38% |
First filing |
|
| 61 |
Oakmont Advisory Group, LLC
0.37% of their portfolio |
ALBUQUERQUE, NM |
9,2269.2k
$434.7k |
$434.7k |
0.37% |
New |
|
| 62 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
8,8858.9k
$418.7k |
$418.7k |
0.00% |
New |
|
| 63 |
Schwallier Wealth Management LLC
0.25% of their portfolio |
GRAND RAPIDS, MI |
8,3518.4k
$393.5k |
$393.5k |
0.25% |
Reduced
-7 |
-7 |
| 64 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
8,3408.3k
$393.0k |
$393.0k |
0.00% |
Reduced
-797 |
-797 |
| 65 |
SAGESPRING WEALTH PARTNERS, LLC
0.01% of their portfolio |
FRANKLIN, TN |
8,3298.3k
$392.5k |
$392.5k |
0.01% |
New |
|
| 66 |
COZAD ASSET MANAGEMENT INC
0.02% of their portfolio |
CHAMPAIGN, IL |
8,0618.1k
$379.8k |
$379.8k |
0.02% |
New |
|
| 67 |
LVZ, Inc.
0.04% of their portfolio |
Holland, MI |
8,0228.0k
$378.0k |
$378.0k |
0.04% |
New |
|
| 68 |
Madrona Financial Services, LLC
0.07% of their portfolio |
EVERETT, WA |
7,8527.9k
$370.0k |
$370.0k |
0.07% |
New |
|
| 69 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
7,1167.1k
$335.3k |
$335.3k |
0.02% |
Unchanged |
|
| 70 |
Rehmann Capital Advisory Group
0.02% of their portfolio |
LANSING, MI |
7,0427.0k
$331.8k |
$331.8k |
0.02% |
Unchanged |
|
| 71 |
Core Wealth Partners LLC
0.13% of their portfolio |
SANTA ROSA, CA |
6,6006.6k
$311.0k |
$311.0k |
0.13% |
Unchanged |
|
| 72 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
6,3826.4k
$300.7k |
$300.7k |
0.03% |
Added
+1.1k |
+1,102 |
| 73 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
6,3446.3k
$298.9k |
$298.9k |
0.02% |
New |
|
| 74 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
5,0625.1k
$238.5k |
$238.5k |
0.00% |
New |
|
| 75 |
Sequent Planning LLC
0.05% of their portfolio |
OMAHA, NE |
5,0115.0k
$236.1k |
$236.1k |
0.05% |
New |
|
| 76 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.22% of their portfolio |
ANCHORAGE, AK |
4,7144.7k
$221.8k |
$221.8k |
0.22% |
Reduced
-876 |
-876 |
| 77 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
4,5114.5k
$212.6k |
$212.6k |
0.00% |
New |
|
| 78 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
4,2894.3k
$202.1k |
$202.1k |
0.01% |
New |
|
| 79 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,2324.2k
$199.4k |
$199.4k |
0.00% |
Added
+564 |
+564 |
| 80 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
4,1004.1k
$193.2k |
$193.2k |
0.01% |
Reduced
-273 |
-273 |
| 81 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
3,5773.6k
$168.5k |
$168.5k |
0.00% |
Unchanged |
|
| 82 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
3,3183.3k
$156.3k |
$156.3k |
0.00% |
Added
+664 |
+664 |
| 83 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
3,0433.0k
$143.4k |
$143.4k |
0.00% |
Unchanged |
|
| 84 |
SOA Wealth Advisors, LLC.
0.02% of their portfolio |
NEW YORK, NY |
3,0303.0k
$142.8k |
$142.8k |
0.02% |
Added
+30 |
+30 |
| 85 |
IMG Wealth Management, Inc.
0.08% of their portfolio |
JACKSONVILLE, FL |
2,9703.0k
$139.9k |
$139.9k |
0.08% |
Reduced
-3.0k |
-2,970 |
| 86 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
1,8071.8k
$85.1k |
$85.1k |
0.00% |
Reduced
-46 |
-46 |
| 87 |
Keating Financial Advisory Services, Inc.
0.01% of their portfolio |
MANHATTAN, KS |
1,7971.8k
$84.7k |
$84.7k |
0.01% |
Unchanged |
|
| 88 |
PRIVATE TRUST CO NA
0.01% of their portfolio |
CLEVELAND, OH |
1,7421.7k
$82.1k |
$82.1k |
0.01% |
Unchanged |
|
| 89 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
1,6831.7k
$79.3k |
$79.3k |
0.00% |
Unchanged |
|
| 90 |
DHJJ Financial Advisors, Ltd.
0.02% of their portfolio |
NAPERVILLE, IL |
1,2451.2k
$58.7k |
$58.7k |
0.02% |
Unchanged |
|
| 91 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
1,1731.2k
$55.3k |
$55.3k |
0.00% |
Reduced
-39 |
-39 |
| 92 |
Triumph Capital Management
0.01% of their portfolio |
DENVER, CO |
1,1671.2k
$55.0k |
$55.0k |
0.01% |
Added
+525 |
+525 |
| 93 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
750750
$35.3k |
$35.3k |
0.00% |
Unchanged |
|
| 94 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
665665
$31.3k |
$31.3k |
0.00% |
Unchanged |
|
| 95 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
466466
$22.0k |
$22.0k |
0.00% |
Added
+299 |
+299 |
| 96 |
Financial Network Wealth Advisors LLC
0.02% of their portfolio |
MURRAY, UT |
368368
$17.3k |
$17.3k |
0.02% |
Unchanged |
|
| 97 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
339339
$16.0k |
$16.0k |
0.00% |
Unchanged |
|
| 98 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
153153
$7.2k |
$7.2k |
0.00% |
Unchanged |
|
| 99 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
118118
$5.6k |
$5.6k |
0.00% |
Added
+75 |
+75 |
| 100 |
HHM Wealth Advisors, LLC
0.00% of their portfolio |
CHATTANOOGA, TN |
7878
$3.7k |
$3.7k |
0.00% |
New |
|