| 1 |
FOCUS Wealth Advisors, LLC
12.35% of their portfolio |
HOUSTON, TX |
496,565496.6k
$26.5m |
$26.5m |
12.35% |
Added
+13.8k |
+13,804 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
281,571281.6k
$15.0m |
$15.0m |
0.02% |
Reduced
-14.4k |
-14,366 |
| 3 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
253,019253.0k
$13.5m |
$13.5m |
0.01% |
Added
+53.5k |
+53,495 |
| 4 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
242,038242.0k
$12.9m |
$12.9m |
0.03% |
Added
+33.1k |
+33,136 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
208,439208.4k
$11.1m |
$11.1m |
0.00% |
Added
+15.0k |
+14,974 |
| 6 |
REAP Financial Group, LLC
1.85% of their portfolio |
AUSTIN, TX |
170,592170.6k
$9.1m |
$9.1m |
1.85% |
Reduced
-7.7k |
-7,732 |
| 7 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
164,678164.7k
$8.8m |
$8.8m |
0.02% |
Added
+42.9k |
+42,895 |
| 8 |
CWM, LLC
0.02% of their portfolio |
OMAHA, NE |
156,543156.5k
$8.4m |
$8.4m |
0.02% |
Reduced
-12.5k |
-12,539 |
| 9 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
128,698128.7k
$6.9m |
$6.9m |
0.00% |
Added
+22.3k |
+22,331 |
| 10 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
115,987116.0k
$6.2m |
$6.2m |
0.01% |
Reduced
-46.5k |
-46,489 |
| 11 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
115,292115.3k
$6.2m |
$6.2m |
0.03% |
Added
+389 |
+389 |
| 12 |
Tanglewood Legacy Advisors, LLC
2.12% of their portfolio |
HOUSTON, TX |
105,560105.6k
$5.6m |
$5.6m |
2.12% |
Reduced
-5.3k |
-5,286 |
| 13 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
92,35892.4k
$4.9m |
$4.9m |
0.00% |
Reduced
-5.1k |
-5,084 |
| 14 |
STEPHENS INC /AR/
0.06% of their portfolio |
LITTLE ROCK, AR |
83,70183.7k
$4.5m |
$4.5m |
0.06% |
Reduced
-56.6k |
-56,587 |
| 15 |
FSB PREMIER WEALTH MANAGEMENT, INC.
1.22% of their portfolio |
WATERLOO, IA |
71,71971.7k
$3.8m |
$3.8m |
1.22% |
Unchanged |
|
| 16 |
Ignite Planners, LLC
0.59% of their portfolio |
SAN CLEMENTE, CA |
71,10671.1k
$3.8m |
$3.8m |
0.59% |
Reduced
-151 |
-151 |
| 17 |
Main Street Financial Solutions, LLC
0.25% of their portfolio |
NEWTOWN, PA |
63,10863.1k
$3.4m |
$3.4m |
0.25% |
Unchanged |
|
| 18 |
WESPAC Advisors SoCal, LLC
0.62% of their portfolio |
Pasadena, CA |
57,98258.0k
$3.1m |
$3.1m |
0.62% |
Reduced
-3.4k |
-3,350 |
| 19 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
43,72043.7k
$2.3m |
$2.3m |
0.01% |
Reduced
-1.9k |
-1,950 |
| 20 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
42,43442.4k
$2.3m |
$2.3m |
0.01% |
Added
+15.6k |
+15,603 |
| 21 |
Sloy Dahl & Holst, LLC
0.27% of their portfolio |
Vancouver, WA |
41,84541.8k
$2.2m |
$2.2m |
0.27% |
Reduced
-200 |
-200 |
| 22 |
Integrated Advisors Network LLC
0.10% of their portfolio |
DALLAS, TX |
41,44741.4k
$2.2m |
$2.2m |
0.10% |
Reduced
-621 |
-621 |
| 23 |
Signal Advisors Wealth, LLC
0.17% of their portfolio |
DETROIT, MI |
40,19640.2k
$2.1m |
$2.1m |
0.17% |
Reduced
-3.1k |
-3,147 |
| 24 |
SOA Wealth Advisors, LLC.
0.35% of their portfolio |
NEW YORK, NY |
38,94138.9k
$2.1m |
$2.1m |
0.35% |
Reduced
-459 |
-459 |
| 25 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
35,73635.7k
$1.9m |
$1.9m |
0.01% |
Reduced
-850 |
-850 |
| 26 |
FOUNDERS FINANCIAL SECURITIES LLC
0.10% of their portfolio |
TOWSON, MD |
33,12733.1k
$1.8m |
$1.8m |
0.10% |
Added
+2.9k |
+2,925 |
| 27 |
FWG Investments, LLC.
1.13% of their portfolio |
LEXINGTON, KY |
33,12233.1k
$1.8m |
$1.8m |
1.13% |
Added
+160 |
+160 |
| 28 |
Integrity Financial Corp /WA
0.89% of their portfolio |
JACKSON, WY |
33,02833.0k
$1.8m |
$1.8m |
0.89% |
Reduced
-1.2k |
-1,211 |
| 29 |
Clear Point Advisors Inc.
1.22% of their portfolio |
MELVILLE, NY |
29,39729.4k
$1.6m |
$1.6m |
1.22% |
Reduced
-6.3k |
-6,298 |
| 30 |
1776 Wealth LLC
0.58% of their portfolio |
ATLANTA, GA |
28,75728.8k
$1.5m |
$1.5m |
0.58% |
Unchanged |
|
| 31 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
27,64827.6k
$1.5m |
$1.5m |
0.00% |
Reduced
-493 |
-493 |
| 32 |
Clear Creek Financial Management, LLC
0.12% of their portfolio |
SILVERDALE, WA |
26,53826.5k
$1.4m |
$1.4m |
0.12% |
Reduced
-222 |
-222 |
| 33 |
Grantvest Financial Group LLC
0.88% of their portfolio |
MATAWAN, NJ |
25,61025.6k
$1.4m |
$1.4m |
0.88% |
Reduced
-901 |
-901 |
| 34 |
PRINCIPAL SECURITIES, INC.
0.02% of their portfolio |
DES MOINES, IA |
24,47124.5k
$1.3m |
$1.3m |
0.02% |
Unchanged |
|
| 35 |
McKinley Carter Wealth Services, Inc.
0.07% of their portfolio |
WHEELING, WV |
23,92123.9k
$1.3m |
$1.3m |
0.07% |
Unchanged |
|
| 36 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
22,83722.8k
$1.2m |
$1.2m |
0.00% |
Added
+4.5k |
+4,500 |
| 37 |
Accel Wealth Management
0.33% of their portfolio |
WAVERLY, IA |
22,81522.8k
$1.2m |
$1.2m |
0.33% |
Unchanged |
|
| 38 |
Focus Financial Network, Inc.
0.03% of their portfolio |
MINNEAPOLIS, MN |
17,94617.9k
$959.2k |
$959.2k |
0.03% |
Reduced
-1 |
-1 |
| 39 |
INTEGRITY ALLIANCE, LLC.
0.03% of their portfolio |
Urbandale, IA |
17,53017.5k
$937.0k |
$937.0k |
0.03% |
New |
|
| 40 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05% of their portfolio |
BRENTWOOD, TN |
16,58916.6k
$886.0k |
$886.0k |
0.05% |
Unchanged |
|
| 41 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
16,50516.5k
$882.2k |
$882.2k |
0.01% |
Unchanged |
|
| 42 |
Stonebridge Financial Group, LLC
0.07% of their portfolio |
Wormleysburg, PA |
15,64915.6k
$836.4k |
$836.4k |
0.07% |
Unchanged |
|
| 43 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
15,52615.5k
$829.9k |
$829.9k |
0.02% |
Added
+841 |
+841 |
| 44 |
Harvest Investment Services, LLC
0.15% of their portfolio |
Oakbrook Terrace, IL |
15,16415.2k
$810.5k |
$810.5k |
0.15% |
Reduced
-414 |
-414 |
| 45 |
KINTRA WEALTH, LLC
0.11% of their portfolio |
WILLIAMSPORT, PA |
14,96415.0k
$799.8k |
$799.8k |
0.11% |
New |
|
| 46 |
TRANSCEND CAPITAL ADVISORS, LLC
0.06% of their portfolio |
MADISON, NJ |
14,93714.9k
$798.4k |
$798.4k |
0.06% |
Reduced
-1.9k |
-1,890 |
| 47 |
DHJJ Financial Advisors, Ltd.
0.26% of their portfolio |
NAPERVILLE, IL |
14,73514.7k
$787.6k |
$787.6k |
0.26% |
Unchanged |
|
| 48 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
14,65114.7k
$783.1k |
$783.1k |
0.01% |
Unchanged |
|
| 49 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.11% of their portfolio |
BLUE BELL, PA |
14,19814.2k
$758.9k |
$758.9k |
0.11% |
Reduced
-1.2k |
-1,151 |
| 50 |
TopTier Wealth Management, LLC
0.51% of their portfolio |
MUSKEGO, WI |
14,14414.1k
$756.0k |
$756.0k |
0.51% |
First filing |
|
| 51 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
13,92113.9k
$744.1k |
$744.1k |
0.02% |
Reduced
-72 |
-72 |
| 52 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
13,73913.7k
$734.4k |
$734.4k |
0.03% |
Added
+269 |
+269 |
| 53 |
TFB Advisors LLC
0.20% of their portfolio |
OVERLAND PARK, KS |
13,70513.7k
$732.5k |
$732.5k |
0.20% |
Reduced
-217 |
-217 |
| 54 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
13,60313.6k
$730.2k |
$730.2k |
0.00% |
Reduced
-1.7k |
-1,749 |
| 55 |
Geneos Wealth Management Inc.
0.02% of their portfolio |
ENGLEWOOD, CO |
13,44913.4k
$718.8k |
$718.8k |
0.02% |
Unchanged |
|
| 56 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
13,32113.3k
$712.0k |
$712.0k |
0.01% |
Unchanged |
|
| 57 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
12,98813.0k
$694.2k |
$694.2k |
0.01% |
Added
+1.3k |
+1,319 |
| 58 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
12,75912.8k
$682.0k |
$682.0k |
0.00% |
Reduced
-10.7k |
-10,653 |
| 59 |
Fragasso Financial Advisors Inc
0.04% of their portfolio |
SEWICKLEY, PA |
12,74612.7k
$681.3k |
$681.3k |
0.04% |
Reduced
-3.7k |
-3,681 |
| 60 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
12,53712.5k
$670.1k |
$670.1k |
0.04% |
Reduced
-300 |
-300 |
| 61 |
Merit Financial Group, LLC
0.01% of their portfolio |
ALPHARETTA, GA |
11,82411.8k
$632.0k |
$632.0k |
0.01% |
Reduced
-451 |
-451 |
| 62 |
KINGSWOOD WEALTH ADVISORS, LLC
0.03% of their portfolio |
SAN DIEGO, CA |
11,73711.7k
$627.3k |
$627.3k |
0.03% |
Reduced
-735 |
-735 |
| 63 |
Legacy Wealth Managment, LLC/ID
0.30% of their portfolio |
BOISE, ID |
11,62011.6k
$621.1k |
$621.1k |
0.30% |
Reduced
-69.7k |
-69,739 |
| 64 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
11,39411.4k
$609.0k |
$609.0k |
0.01% |
Reduced
-3.4k |
-3,399 |
| 65 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
11,28711.3k
$603.0k |
$603.0k |
0.03% |
Unchanged |
|
| 66 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
10,99611.0k
$587.7k |
$587.7k |
0.00% |
Reduced
-1.5k |
-1,530 |
| 67 |
WEALTHGARDEN F.S. LLC
0.38% of their portfolio |
EL SEGUNDO, CA |
10,77910.8k
$580.8k |
$580.8k |
0.38% |
Unchanged |
|
| 68 |
Wood Tarver Financial Group, LLC
0.16% of their portfolio |
BOISE, ID |
10,34710.3k
$553.0k |
$553.0k |
0.16% |
Added
+301 |
+301 |
| 69 |
Maridea Wealth Management LLC
0.08% of their portfolio |
BROOKLYN, NY |
9,8609.9k
$527.0k |
$527.0k |
0.08% |
Unchanged |
|
| 70 |
SILVER OAK SECURITIES, INCORPORATED
0.04% of their portfolio |
JACKSON, TN |
9,8509.8k
$527.3k |
$527.3k |
0.04% |
New |
|
| 71 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
9,7109.7k
$519.0k |
$519.0k |
0.00% |
Unchanged |
|
| 72 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
9,5009.5k
$507.8k |
$507.8k |
0.00% |
New |
|
| 73 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
9,4859.5k
$507.0k |
$507.0k |
0.00% |
Reduced
-332 |
-332 |
| 74 |
Keating Financial Advisory Services, Inc.
0.07% of their portfolio |
MANHATTAN, KS |
9,1899.2k
$491.2k |
$491.2k |
0.07% |
First filing |
|
| 75 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
9,0509.1k
$483.7k |
$483.7k |
0.01% |
Reduced
-628 |
-628 |
| 76 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
8,6638.7k
$463.0k |
$463.0k |
0.01% |
Reduced
-96 |
-96 |
| 77 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
8,2448.2k
$440.6k |
$440.6k |
0.00% |
Reduced
-2.1k |
-2,101 |
| 78 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
8,2378.2k
$440.3k |
$440.3k |
0.01% |
Unchanged |
|
| 79 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
8,0018.0k
$427.7k |
$427.7k |
0.01% |
Reduced
-164 |
-164 |
| 80 |
Advisor Resource Council
0.15% of their portfolio |
DALLAS, TX |
7,9508.0k
$428.6k |
$428.6k |
0.15% |
New |
|
| 81 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
7,9367.9k
$424.2k |
$424.2k |
0.00% |
Added
+190 |
+190 |
| 82 |
Beacon Financial Advisory LLC
0.10% of their portfolio |
CLEVELAND, OH |
7,7107.7k
$412.1k |
$412.1k |
0.10% |
Added
+210 |
+210 |
| 83 |
VVR Holdings LLC
0.21% of their portfolio |
BELLINGHAM, WA |
7,6317.6k
$407.9k |
$407.9k |
0.21% |
First filing |
|
| 84 |
LEGACY SOLUTIONS, LLC
0.35% of their portfolio |
KENNETT SQUARE, PA |
7,5447.5k
$403.2k |
$403.2k |
0.35% |
Reduced
-441 |
-441 |
| 85 |
Monetary Solutions, Ltd
0.37% of their portfolio |
DAYTON, OH |
7,0917.1k
$379.0k |
$379.0k |
0.37% |
First filing |
|
| 86 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
7,0857.1k
$378.7k |
$378.7k |
0.00% |
Reduced
-147 |
-147 |
| 87 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,3676.4k
$340.3k |
$340.3k |
0.01% |
Reduced
-1.0k |
-1,029 |
| 88 |
NOVEM GROUP
0.04% of their portfolio |
Rochester, NY |
6,3646.4k
$340.2k |
$340.2k |
0.04% |
Unchanged |
|
| 89 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
6,1496.1k
$329.0k |
$329.0k |
0.00% |
Added
+305 |
+305 |
| 90 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
6,0716.1k
$324.5k |
$324.5k |
0.01% |
Reduced
-759 |
-759 |
| 91 |
ForthRight Wealth Management, LLC
0.09% of their portfolio |
ALPHARETTA, GA |
6,0356.0k
$322.6k |
$322.6k |
0.09% |
Unchanged |
|
| 92 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.27% of their portfolio |
ANCHORAGE, AK |
6,0346.0k
$322.7k |
$322.7k |
0.27% |
Reduced
-473 |
-473 |
| 93 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
5,9175.9k
$316.3k |
$316.3k |
0.01% |
Unchanged |
|
| 94 |
Foguth Wealth Management, LLC.
0.05% of their portfolio |
BRIGHTON, MI |
5,8735.9k
$313.7k |
$313.7k |
0.05% |
First filing |
|
| 95 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
5,7405.7k
$306.8k |
$306.8k |
0.00% |
Reduced
-13.7k |
-13,704 |
| 96 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
5,7005.7k
$305.1k |
$305.1k |
0.00% |
New |
|
| 97 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
5,5685.6k
$298.0k |
$298.0k |
0.00% |
Reduced
-837 |
-837 |
| 98 |
Abacus Wealth Partners, LLC
0.03% of their portfolio |
SANTA MONICA, CA |
5,5005.5k
$294.0k |
$294.0k |
0.03% |
New |
|
| 99 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
5,3265.3k
$284.7k |
$284.7k |
0.00% |
Added
+110 |
+110 |
| 100 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
4,1754.2k
$223.2k |
$223.2k |
0.01% |
Reduced
-265 |
-265 |