| 1 |
FOCUS Wealth Advisors, LLC
12.39% of their portfolio |
HOUSTON, TX |
480,320480.3k
$25.4m |
$25.4m |
12.39% |
Reduced
-16.2k |
-16,245 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
267,661267.7k
$14.1m |
$14.1m |
0.02% |
Reduced
-13.9k |
-13,910 |
| 3 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
266,045266.0k
$14.0m |
$14.0m |
0.03% |
Added
+24.0k |
+24,007 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
240,360240.4k
$12.7m |
$12.7m |
0.01% |
Reduced
-12.7k |
-12,659 |
| 5 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
210,643210.6k
$11.1m |
$11.1m |
0.02% |
Added
+46.0k |
+45,965 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
169,645169.6k
$9.0m |
$9.0m |
0.00% |
Reduced
-38.8k |
-38,794 |
| 7 |
Keystone Wealth Services, LLC
1.88% of their portfolio |
PALM DESERT, CA |
166,508166.5k
$8.8m |
$8.8m |
1.88% |
New |
|
| 8 |
REAP Financial Group, LLC
1.73% of their portfolio |
AUSTIN, TX |
166,350166.3k
$8.8m |
$8.8m |
1.73% |
Reduced
-4.2k |
-4,242 |
| 9 |
CWM, LLC
0.02% of their portfolio |
OMAHA, NE |
149,771149.8k
$7.9m |
$7.9m |
0.02% |
Reduced
-6.8k |
-6,772 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
142,776142.8k
$7.5m |
$7.5m |
0.00% |
Added
+14.1k |
+14,078 |
| 11 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
117,813117.8k
$6.2m |
$6.2m |
0.02% |
Added
+2.5k |
+2,521 |
| 12 |
Tanglewood Legacy Advisors, LLC
1.99% of their portfolio |
HOUSTON, TX |
104,089104.1k
$5.5m |
$5.5m |
1.99% |
Reduced
-1.5k |
-1,471 |
| 13 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
94,32294.3k
$5.0m |
$5.0m |
0.01% |
Reduced
-21.7k |
-21,665 |
| 14 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
89,12489.1k
$4.7m |
$4.7m |
0.00% |
Reduced
-3.2k |
-3,234 |
| 15 |
FSB PREMIER WEALTH MANAGEMENT, INC.
1.18% of their portfolio |
WATERLOO, IA |
71,32871.3k
$3.8m |
$3.8m |
1.18% |
Reduced
-391 |
-391 |
| 16 |
Ignite Planners, LLC
0.56% of their portfolio |
SAN CLEMENTE, CA |
68,19068.2k
$3.6m |
$3.6m |
0.56% |
Reduced
-2.9k |
-2,916 |
| 17 |
Main Street Financial Solutions, LLC
0.24% of their portfolio |
NEWTOWN, PA |
62,47662.5k
$3.3m |
$3.3m |
0.24% |
Reduced
-632 |
-632 |
| 18 |
STEPHENS INC /AR/
0.03% of their portfolio |
LITTLE ROCK, AR |
52,81052.8k
$2.8m |
$2.8m |
0.03% |
Reduced
-30.9k |
-30,891 |
| 19 |
WESPAC Advisors SoCal, LLC
0.58% of their portfolio |
Pasadena, CA |
51,31151.3k
$2.7m |
$2.7m |
0.58% |
Reduced
-6.7k |
-6,671 |
| 20 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
50,46250.5k
$2.7m |
$2.7m |
0.01% |
Added
+8.0k |
+8,028 |
| 21 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
44,26044.3k
$2.3m |
$2.3m |
0.01% |
Added
+540 |
+540 |
| 22 |
Sloy Dahl & Holst, LLC
0.30% of their portfolio |
Vancouver, WA |
41,84541.8k
$2.2m |
$2.2m |
0.30% |
Unchanged |
|
| 23 |
Integrated Advisors Network LLC
0.12% of their portfolio |
DALLAS, TX |
41,64441.6k
$2.2m |
$2.2m |
0.12% |
Added
+197 |
+197 |
| 24 |
Signal Advisors Wealth, LLC
0.14% of their portfolio |
DETROIT, MI |
39,95840.0k
$2.1m |
$2.1m |
0.14% |
Reduced
-238 |
-238 |
| 25 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
35,74435.7k
$1.9m |
$1.9m |
0.01% |
Added
+8 |
+8 |
| 26 |
FOUNDERS FINANCIAL SECURITIES LLC
0.11% of their portfolio |
TOWSON, MD |
35,50335.5k
$1.9m |
$1.9m |
0.11% |
Added
+2.4k |
+2,376 |
| 27 |
FWG Investments, LLC.
1.10% of their portfolio |
LEXINGTON, KY |
32,91932.9k
$1.7m |
$1.7m |
1.10% |
Reduced
-203 |
-203 |
| 28 |
Integrity Financial Corp /WA
0.78% of their portfolio |
JACKSON, WY |
29,67829.7k
$1.6m |
$1.6m |
0.78% |
Reduced
-3.4k |
-3,350 |
| 29 |
1776 Wealth LLC
0.60% of their portfolio |
ATLANTA, GA |
28,75328.8k
$1.5m |
$1.5m |
0.60% |
Reduced
-4 |
-4 |
| 30 |
Clear Point Advisors Inc.
1.13% of their portfolio |
MELVILLE, NY |
27,52827.5k
$1.5m |
$1.5m |
1.13% |
Reduced
-1.9k |
-1,869 |
| 31 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
27,34127.3k
$1.4m |
$1.4m |
0.00% |
Reduced
-307 |
-307 |
| 32 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
26,16526.2k
$1.4m |
$1.4m |
0.02% |
Added
+10.6k |
+10,639 |
| 33 |
Grantvest Financial Group LLC
0.86% of their portfolio |
MATAWAN, NJ |
25,26725.3k
$1.3m |
$1.3m |
0.86% |
Reduced
-343 |
-343 |
| 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 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
23,70323.7k
$1.3m |
$1.3m |
0.01% |
Added
+15.8k |
+15,767 |
| 37 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
23,02123.0k
$1.2m |
$1.2m |
0.00% |
Added
+184 |
+184 |
| 38 |
Accel Wealth Management
0.31% of their portfolio |
WAVERLY, IA |
22,61522.6k
$1.2m |
$1.2m |
0.31% |
Reduced
-200 |
-200 |
| 39 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
20,67420.7k
$1.1m |
$1.1m |
0.03% |
New |
|
| 40 |
Focus Financial Network, Inc.
0.03% of their portfolio |
MINNEAPOLIS, MN |
17,20617.2k
$908.5k |
$908.5k |
0.03% |
Reduced
-740 |
-740 |
| 41 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05% of their portfolio |
BRENTWOOD, TN |
16,58916.6k
$875.0k |
$875.0k |
0.05% |
Unchanged |
|
| 42 |
Stonebridge Financial Group, LLC
0.07% of their portfolio |
Wormleysburg, PA |
15,64915.6k
$826.3k |
$826.3k |
0.07% |
Unchanged |
|
| 43 |
KINTRA WEALTH, LLC
0.06% of their portfolio |
WILLIAMSPORT, PA |
15,58415.6k
$822.8k |
$822.8k |
0.06% |
Added
+620 |
+620 |
| 44 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
15,40915.4k
$813.6k |
$813.6k |
0.01% |
Reduced
-1.1k |
-1,096 |
| 45 |
TRANSCEND CAPITAL ADVISORS, LLC
0.06% of their portfolio |
MADISON, NJ |
14,54014.5k
$767.7k |
$767.7k |
0.06% |
Reduced
-397 |
-397 |
| 46 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
14,37814.4k
$759.2k |
$759.2k |
0.01% |
Added
+1.4k |
+1,390 |
| 47 |
TopTier Wealth Management, LLC
0.46% of their portfolio |
MUSKEGO, WI |
14,09414.1k
$744.2k |
$744.2k |
0.46% |
Reduced
-50 |
-50 |
| 48 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.11% of their portfolio |
BLUE BELL, PA |
13,89113.9k
$733.4k |
$733.4k |
0.11% |
Reduced
-307 |
-307 |
| 49 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
13,62013.6k
$723.4k |
$723.4k |
0.01% |
Reduced
-1.0k |
-1,031 |
| 50 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
13,56613.6k
$716.3k |
$716.3k |
0.02% |
Reduced
-173 |
-173 |
| 51 |
Geneos Wealth Management Inc.
0.02% of their portfolio |
ENGLEWOOD, CO |
13,44913.4k
$710.1k |
$710.1k |
0.02% |
Unchanged |
|
| 52 |
DHJJ Financial Advisors, Ltd.
0.23% of their portfolio |
NAPERVILLE, IL |
13,15013.2k
$694.3k |
$694.3k |
0.23% |
Reduced
-1.6k |
-1,585 |
| 53 |
SCOTIA CAPITAL INC.
0.00% of their portfolio |
TORONTO, A6 |
13,14913.1k
$694.3k |
$694.3k |
0.00% |
New |
|
| 54 |
SOA Wealth Advisors, LLC.
0.13% of their portfolio |
NEW YORK, NY |
12,98113.0k
$685.4k |
$685.4k |
0.13% |
Reduced
-26.0k |
-25,960 |
| 55 |
Harvest Investment Services, LLC
0.12% of their portfolio |
Oakbrook Terrace, IL |
12,77912.8k
$674.7k |
$674.7k |
0.12% |
Reduced
-2.4k |
-2,385 |
| 56 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
12,75912.8k
$673.7k |
$673.7k |
0.00% |
Unchanged |
|
| 57 |
Fragasso Financial Advisors Inc
0.04% of their portfolio |
SEWICKLEY, PA |
12,34112.3k
$658.1k |
$658.1k |
0.04% |
Reduced
-405 |
-405 |
| 58 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
12,03712.0k
$635.6k |
$635.6k |
0.04% |
Reduced
-500 |
-500 |
| 59 |
Legacy Wealth Managment, LLC/ID
0.31% of their portfolio |
BOISE, ID |
11,62011.6k
$613.5k |
$613.5k |
0.31% |
Unchanged |
|
| 60 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
11,43111.4k
$603.6k |
$603.6k |
0.00% |
Reduced
-393 |
-393 |
| 61 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
11,21411.2k
$592.1k |
$592.1k |
0.01% |
Reduced
-2.7k |
-2,707 |
| 62 |
KINGSWOOD WEALTH ADVISORS, LLC
0.03% of their portfolio |
SAN DIEGO, CA |
11,15811.2k
$589.1k |
$589.1k |
0.03% |
Reduced
-579 |
-579 |
| 63 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
10,83410.8k
$572.0k |
$572.0k |
0.03% |
Reduced
-453 |
-453 |
| 64 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
10,74110.7k
$567.1k |
$567.1k |
0.02% |
Reduced
-6.8k |
-6,789 |
| 65 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
10,34810.3k
$546.4k |
$546.4k |
0.00% |
Reduced
-648 |
-648 |
| 66 |
Keating Financial Advisory Services, Inc.
0.09% of their portfolio |
MANHATTAN, KS |
10,06510.1k
$531.4k |
$531.4k |
0.09% |
Added
+876 |
+876 |
| 67 |
SILVER OAK SECURITIES, INCORPORATED
0.04% of their portfolio |
JACKSON, TN |
9,9479.9k
$525.2k |
$525.2k |
0.04% |
Added
+97 |
+97 |
| 68 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
9,5969.6k
$510.1k |
$510.1k |
0.00% |
Reduced
-4.0k |
-4,007 |
| 69 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
9,5649.6k
$505.0k |
$505.0k |
0.00% |
Added
+79 |
+79 |
| 70 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
9,5009.5k
$501.6k |
$501.6k |
0.00% |
Unchanged |
|
| 71 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
9,2109.2k
$486.3k |
$486.3k |
0.00% |
Reduced
-500 |
-500 |
| 72 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
9,1739.2k
$484.3k |
$484.3k |
0.01% |
Added
+1.2k |
+1,172 |
| 73 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
9,1129.1k
$481.1k |
$481.1k |
0.01% |
Reduced
-4.2k |
-4,209 |
| 74 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
8,7788.8k
$463.5k |
$463.5k |
0.01% |
Reduced
-272 |
-272 |
| 75 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
8,6618.7k
$457.3k |
$457.3k |
0.01% |
Reduced
-2 |
-2 |
| 76 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
8,0998.1k
$430.1k |
$430.1k |
0.00% |
Reduced
-3.3k |
-3,295 |
| 77 |
Advisor Resource Council
0.17% of their portfolio |
DALLAS, TX |
7,9508.0k
$419.8k |
$419.8k |
0.17% |
Unchanged |
|
| 78 |
TFB Advisors LLC
0.22% of their portfolio |
OVERLAND PARK, KS |
7,8967.9k
$416.9k |
$416.9k |
0.22% |
Reduced
-5.8k |
-5,809 |
| 79 |
Wood Tarver Financial Group, LLC
0.11% of their portfolio |
BOISE, ID |
7,8727.9k
$415.0k |
$415.0k |
0.11% |
Reduced
-2.5k |
-2,475 |
| 80 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,6427.6k
$403.5k |
$403.5k |
0.00% |
Reduced
-602 |
-602 |
| 81 |
VVR Holdings LLC
0.21% of their portfolio |
BELLINGHAM, WA |
7,6317.6k
$402.9k |
$402.9k |
0.21% |
Unchanged |
|
| 82 |
LEGACY SOLUTIONS, LLC
0.37% of their portfolio |
KENNETT SQUARE, PA |
7,5447.5k
$398.3k |
$398.3k |
0.37% |
Unchanged |
|
| 83 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
7,2407.2k
$382.3k |
$382.3k |
0.00% |
Added
+1.5k |
+1,500 |
| 84 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
7,2377.2k
$382.1k |
$382.1k |
0.00% |
Reduced
-1.0k |
-1,000 |
| 85 |
Beacon Financial Advisory LLC
0.08% of their portfolio |
CLEVELAND, OH |
7,0587.1k
$372.7k |
$372.7k |
0.08% |
Reduced
-652 |
-652 |
| 86 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
7,0487.0k
$372.1k |
$372.1k |
0.00% |
Reduced
-37 |
-37 |
| 87 |
WEALTHGARDEN F.S. LLC
0.25% of their portfolio |
EL SEGUNDO, CA |
6,9917.0k
$369.1k |
$369.1k |
0.25% |
Reduced
-3.8k |
-3,788 |
| 88 |
Texas Capital Bank Wealth Management Services Inc
0.02% of their portfolio |
Dallas, TX |
6,9366.9k
$366.2k |
$366.2k |
0.02% |
New |
|
| 89 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
6,6636.7k
$351.8k |
$351.8k |
0.01% |
Added
+592 |
+592 |
| 90 |
Gateway Wealth Partners, LLC
0.01% of their portfolio |
APPLETON, WI |
6,5446.5k
$345.5k |
$345.5k |
0.01% |
New |
|
| 91 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
6,5226.5k
$344.4k |
$344.4k |
0.00% |
Added
+2.4k |
+2,350 |
| 92 |
Maridea Wealth Management LLC
0.05% of their portfolio |
BROOKLYN, NY |
6,4356.4k
$339.8k |
$339.8k |
0.05% |
Reduced
-3.4k |
-3,425 |
| 93 |
NOVEM GROUP
0.04% of their portfolio |
Rochester, NY |
6,3646.4k
$336.0k |
$336.0k |
0.04% |
Unchanged |
|
| 94 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,1936.2k
$327.0k |
$327.0k |
0.01% |
Reduced
-174 |
-174 |
| 95 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
6,0976.1k
$322.0k |
$322.0k |
0.00% |
Reduced
-52 |
-52 |
| 96 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
6,0796.1k
$321.0k |
$321.0k |
0.00% |
New |
|
| 97 |
ForthRight Wealth Management, LLC
0.09% of their portfolio |
ALPHARETTA, GA |
6,0356.0k
$318.6k |
$318.6k |
0.09% |
Unchanged |
|
| 98 |
FIDUCIARY FINANCIAL ADVISORS
0.28% of their portfolio |
GRAND RAPIDS, MI |
6,0006.0k
$316.8k |
$316.8k |
0.28% |
First filing |
|
| 99 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
5,9175.9k
$312.4k |
$312.4k |
0.01% |
Unchanged |
|
| 100 |
Foguth Wealth Management, LLC.
0.04% of their portfolio |
BRIGHTON, MI |
5,8735.9k
$331.7k |
$331.7k |
0.04% |
Unchanged |
|