| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
574,396574.4k
$32.3m |
$32.3m |
0.01% |
Added
+431.6k |
+431,620 |
| 2 |
FOCUS Wealth Advisors, LLC
12.74% of their portfolio |
HOUSTON, TX |
488,824488.8k
$27.5m |
$27.5m |
12.74% |
Added
+8.5k |
+8,504 |
| 3 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
430,367430.4k
$24.2m |
$24.2m |
0.02% |
Added
+190.0k |
+190,007 |
| 4 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
291,563291.6k
$16.4m |
$16.4m |
0.03% |
Added
+25.5k |
+25,518 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
268,804268.8k
$15.1m |
$15.1m |
0.02% |
Added
+1.1k |
+1,143 |
| 6 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
247,878247.9k
$13.9m |
$13.9m |
0.02% |
Added
+37.2k |
+37,235 |
| 7 |
REAP Financial Group, LLC
2.25% of their portfolio |
AUSTIN, TX |
234,245234.2k
$13.2m |
$13.2m |
2.25% |
Added
+67.9k |
+67,895 |
| 8 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
196,889196.9k
$11.1m |
$11.1m |
0.00% |
Added
+107.8k |
+107,765 |
| 9 |
MGO ONE SEVEN LLC
0.18% of their portfolio |
Beachwood, OH |
191,866191.9k
$10.8m |
$10.8m |
0.18% |
Added
+180.7k |
+180,652 |
| 10 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
181,538181.5k
$10.2m |
$10.2m |
0.00% |
Added
+11.9k |
+11,893 |
| 11 |
Atria Investments, Inc
0.10% of their portfolio |
Charlotte, NC |
178,044178.0k
$10.0m |
$10.0m |
0.10% |
New |
|
| 12 |
Keystone Wealth Services, LLC
1.73% of their portfolio |
PALM DESERT, CA |
166,081166.1k
$9.3m |
$9.3m |
1.73% |
Reduced
-427 |
-427 |
| 13 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
160,806160.8k
$9.0m |
$9.0m |
0.01% |
Added
+66.5k |
+66,484 |
| 14 |
Tanglewood Legacy Advisors, LLC
1.88% of their portfolio |
HOUSTON, TX |
103,547103.5k
$5.8m |
$5.8m |
1.88% |
Reduced
-542 |
-542 |
| 15 |
Strategic Blueprint, LLC
0.29% of their portfolio |
ATLANTA, GA |
102,859102.9k
$5.8m |
$5.8m |
0.29% |
New |
|
| 16 |
BAM Wealth Management, LLC
3.52% of their portfolio |
LAKEWOOD, CO |
100,088100.1k
$5.6m |
$5.6m |
3.52% |
New |
|
| 17 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
95,43195.4k
$5.4m |
$5.4m |
0.02% |
Reduced
-22.4k |
-22,382 |
| 18 |
SACKS & ASSOCIATES, LLC
3.55% of their portfolio |
WARREN, NJ |
93,28393.3k
$5.3m |
$5.3m |
3.55% |
New |
|
| 19 |
Semus Wealth Partners LLC
2.25% of their portfolio |
Boca Raton, FL |
82,83982.8k
$4.7m |
$4.7m |
2.25% |
New |
|
| 20 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
78,38678.4k
$4.4m |
$4.4m |
0.01% |
Added
+34.1k |
+34,126 |
| 21 |
CreativeOne Wealth, LLC
0.09% of their portfolio |
OVERLAND PARK, KS |
76,63176.6k
$4.3m |
$4.3m |
0.09% |
Added
+67.9k |
+67,853 |
| 22 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
76,40276.4k
$4.3m |
$4.3m |
0.01% |
Added
+25.9k |
+25,940 |
| 23 |
Ignite Planners, LLC
0.58% of their portfolio |
SAN CLEMENTE, CA |
74,58674.6k
$4.2m |
$4.2m |
0.58% |
Added
+6.4k |
+6,396 |
| 24 |
FSB PREMIER WEALTH MANAGEMENT, INC.
1.14% of their portfolio |
WATERLOO, IA |
71,69471.7k
$4.0m |
$4.0m |
1.14% |
Added
+366 |
+366 |
| 25 |
Main Street Financial Solutions, LLC
0.23% of their portfolio |
NEWTOWN, PA |
62,40662.4k
$3.5m |
$3.5m |
0.23% |
Reduced
-70 |
-70 |
| 26 |
Signal Advisors Wealth, LLC
0.17% of their portfolio |
DETROIT, MI |
58,79058.8k
$3.3m |
$3.3m |
0.17% |
Added
+18.8k |
+18,832 |
| 27 |
Capital CS Group, LLC
4.45% of their portfolio |
IRVINE, CA |
54,36254.4k
$3.1m |
$3.1m |
4.45% |
New |
|
| 28 |
STEPHENS INC /AR/
0.03% of their portfolio |
LITTLE ROCK, AR |
53,60753.6k
$3.0m |
$3.0m |
0.03% |
Added
+797 |
+797 |
| 29 |
Integrated Advisors Network LLC
0.12% of their portfolio |
DALLAS, TX |
46,58546.6k
$2.6m |
$2.6m |
0.12% |
Added
+4.9k |
+4,941 |
| 30 |
FWG Investments, LLC.
1.32% of their portfolio |
LEXINGTON, KY |
44,31644.3k
$2.5m |
$2.5m |
1.32% |
Added
+11.4k |
+11,397 |
| 31 |
WESPAC Advisors SoCal, LLC
0.42% of their portfolio |
Pasadena, CA |
41,49041.5k
$2.3m |
$2.3m |
0.42% |
Reduced
-9.8k |
-9,821 |
| 32 |
Sloy Dahl & Holst, LLC
0.29% of their portfolio |
Vancouver, WA |
41,48541.5k
$2.3m |
$2.3m |
0.29% |
Reduced
-360 |
-360 |
| 33 |
FOUNDERS FINANCIAL SECURITIES LLC
0.11% of their portfolio |
TOWSON, MD |
37,11637.1k
$2.1m |
$2.1m |
0.11% |
Added
+1.6k |
+1,613 |
| 34 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
36,56236.6k
$2.1m |
$2.1m |
0.01% |
Added
+818 |
+818 |
| 35 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
33,44133.4k
$1.9m |
$1.9m |
0.03% |
Added
+7.3k |
+7,276 |
| 36 |
INDEPENDENT FINANCIAL GROUP, LLC
0.03% of their portfolio |
SAN DIEGO, CA |
32,66932.7k
$1.8m |
$1.8m |
0.03% |
New |
|
| 37 |
1776 Wealth LLC
0.63% of their portfolio |
ATLANTA, GA |
32,01232.0k
$1.8m |
$1.8m |
0.63% |
Added
+3.3k |
+3,259 |
| 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
28,71928.7k
$1.6m |
$1.6m |
0.00% |
Added
+21.5k |
+21,479 |
| 39 |
Grantvest Financial Group LLC
0.92% of their portfolio |
MATAWAN, NJ |
28,11228.1k
$1.6m |
$1.6m |
0.92% |
Added
+2.8k |
+2,845 |
| 40 |
NEW WAVE WEALTH ADVISORS LLC
0.22% of their portfolio |
SPRINGDALE, AR |
28,05828.1k
$1.6m |
$1.6m |
0.22% |
New |
|
| 41 |
Integrity Financial Corp /WA
0.74% of their portfolio |
JACKSON, WY |
27,69627.7k
$1.6m |
$1.6m |
0.74% |
Reduced
-2.0k |
-1,982 |
| 42 |
CENTAURUS FINANCIAL, INC.
0.06% of their portfolio |
ANAHEIM, CA |
27,18627.2k
$1.5m |
$1.5m |
0.06% |
Added
+16.4k |
+16,352 |
| 43 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
27,09827.1k
$1.5m |
$1.5m |
0.00% |
Reduced
-243 |
-243 |
| 44 |
PRINCIPAL SECURITIES, INC.
0.02% of their portfolio |
DES MOINES, IA |
24,48624.5k
$1.4m |
$1.4m |
0.02% |
Added
+15 |
+15 |
| 45 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
24,19824.2k
$1.4m |
$1.4m |
0.00% |
Added
+1.2k |
+1,177 |
| 46 |
McKinley Carter Wealth Services, Inc.
0.07% of their portfolio |
WHEELING, WV |
23,92123.9k
$1.3m |
$1.3m |
0.07% |
Unchanged |
|
| 47 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
23,81023.8k
$1.3m |
$1.3m |
0.01% |
Added
+107 |
+107 |
| 48 |
Accel Wealth Management
0.28% of their portfolio |
WAVERLY, IA |
22,13022.1k
$1.2m |
$1.2m |
0.28% |
Reduced
-485 |
-485 |
| 49 |
COZAD ASSET MANAGEMENT INC
0.07% of their portfolio |
CHAMPAIGN, IL |
19,78419.8k
$1.1m |
$1.1m |
0.07% |
New |
|
| 50 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
19,30819.3k
$1.1m |
$1.1m |
0.00% |
Added
+9.0k |
+8,960 |
| 51 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
19,30519.3k
$1.1m |
$1.1m |
0.01% |
Added
+12.3k |
+12,257 |
| 52 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
18,73218.7k
$1.1m |
$1.1m |
0.03% |
New |
|
| 53 |
Bleakley Financial Group, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
17,89517.9k
$1.0m |
$1.0m |
0.01% |
New |
|
| 54 |
Clear Creek Financial Management, LLC
0.06% of their portfolio |
SILVERDALE, WA |
17,73417.7k
$996.7k |
$996.7k |
0.06% |
Added
+12.1k |
+12,126 |
| 55 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.12% of their portfolio |
BLUE BELL, PA |
17,69417.7k
$994.4k |
$994.4k |
0.12% |
Added
+3.8k |
+3,803 |
| 56 |
SILVER OAK SECURITIES, INCORPORATED
0.06% of their portfolio |
JACKSON, TN |
17,24017.2k
$968.9k |
$968.9k |
0.06% |
Added
+7.3k |
+7,293 |
| 57 |
Focus Financial Network, Inc.
0.03% of their portfolio |
MINNEAPOLIS, MN |
17,20517.2k
$966.9k |
$966.9k |
0.03% |
Reduced
-1 |
-1 |
| 58 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.04% of their portfolio |
BRENTWOOD, TN |
16,58916.6k
$932.0k |
$932.0k |
0.04% |
Unchanged |
|
| 59 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
16,28816.3k
$915.4k |
$915.4k |
0.01% |
Added
+1.9k |
+1,910 |
| 60 |
DHJJ Financial Advisors, Ltd.
0.26% of their portfolio |
NAPERVILLE, IL |
15,88815.9k
$892.9k |
$892.9k |
0.26% |
Added
+2.7k |
+2,738 |
| 61 |
Stonebridge Financial Group, LLC
0.07% of their portfolio |
Wormleysburg, PA |
15,64915.6k
$879.5k |
$879.5k |
0.07% |
Unchanged |
|
| 62 |
KINTRA WEALTH, LLC
0.05% of their portfolio |
WILLIAMSPORT, PA |
15,58415.6k
$899.4k |
$899.4k |
0.05% |
Unchanged |
|
| 63 |
TopTier Wealth Management, LLC
0.53% of their portfolio |
MUSKEGO, WI |
15,52515.5k
$872.5k |
$872.5k |
0.53% |
Added
+1.4k |
+1,431 |
| 64 |
Oakmont Advisory Group, LLC
0.73% of their portfolio |
ALBUQUERQUE, NM |
15,43415.4k
$867.4k |
$867.4k |
0.73% |
New |
|
| 65 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
15,35815.4k
$863.1k |
$863.1k |
0.00% |
Added
+5.8k |
+5,794 |
| 66 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
15,24515.2k
$856.8k |
$856.8k |
0.02% |
Added
+9.3k |
+9,328 |
| 67 |
HBW ADVISORY SERVICES LLC
0.08% of their portfolio |
SIMI VALLEY, CA |
14,85214.9k
$834.7k |
$834.7k |
0.08% |
New |
|
| 68 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
14,82714.8k
$833.3k |
$833.3k |
0.00% |
Added
+2.1k |
+2,068 |
| 69 |
FIDUCIARY FINANCIAL ADVISORS
0.08% of their portfolio |
GRAND RAPIDS, MI |
14,45114.5k
$811.9k |
$811.9k |
0.08% |
Added
+8.5k |
+8,451 |
| 70 |
TRANSCEND CAPITAL ADVISORS, LLC
0.05% of their portfolio |
MADISON, NJ |
14,44014.4k
$811.5k |
$811.5k |
0.05% |
Reduced
-100 |
-100 |
| 71 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
13,94813.9k
$783.9k |
$783.9k |
0.02% |
Added
+382 |
+382 |
| 72 |
Harvest Investment Services, LLC
0.12% of their portfolio |
Oakbrook Terrace, IL |
13,70813.7k
$770.4k |
$770.4k |
0.12% |
Added
+929 |
+929 |
| 73 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
13,62013.6k
$765.4k |
$765.4k |
0.01% |
Unchanged |
|
| 74 |
Geneos Wealth Management Inc.
0.02% of their portfolio |
ENGLEWOOD, CO |
13,44913.4k
$755.8k |
$755.8k |
0.02% |
Unchanged |
|
| 75 |
Savvy Advisors, Inc.
0.02% of their portfolio |
NEW YORK, NY |
13,33913.3k
$749.7k |
$749.7k |
0.02% |
New |
|
| 76 |
KINGSWOOD WEALTH ADVISORS, LLC
0.03% of their portfolio |
SAN DIEGO, CA |
13,15513.2k
$739.3k |
$739.3k |
0.03% |
Added
+2.0k |
+1,997 |
| 77 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
13,05913.1k
$733.9k |
$733.9k |
0.00% |
Reduced
-2.4k |
-2,350 |
| 78 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
12,31812.3k
$692.3k |
$692.3k |
0.01% |
Added
+5.7k |
+5,655 |
| 79 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
12,19312.2k
$685.2k |
$685.2k |
0.30% |
Added
+4.3k |
+4,297 |
| 80 |
SOA Wealth Advisors, LLC.
0.11% of their portfolio |
NEW YORK, NY |
11,96512.0k
$672.4k |
$672.4k |
0.11% |
Reduced
-1.0k |
-1,016 |
| 81 |
WEALTHGARDEN F.S. LLC
0.38% of their portfolio |
EL SEGUNDO, CA |
11,80611.8k
$663.5k |
$663.5k |
0.38% |
Added
+4.8k |
+4,815 |
| 82 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
11,77311.8k
$666.2k |
$666.2k |
0.00% |
Added
+2.2k |
+2,177 |
| 83 |
Fragasso Financial Advisors Inc
0.03% of their portfolio |
SEWICKLEY, PA |
11,56211.6k
$649.8k |
$649.8k |
0.03% |
Reduced
-779 |
-779 |
| 84 |
Legacy Wealth Managment, LLC/ID
0.27% of their portfolio |
BOISE, ID |
11,46311.5k
$644.2k |
$644.2k |
0.27% |
Reduced
-157 |
-157 |
| 85 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
11,46211.5k
$644.2k |
$644.2k |
0.01% |
Added
+3.4k |
+3,363 |
| 86 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
11,43111.4k
$642.4k |
$642.4k |
0.00% |
Unchanged |
|
| 87 |
Wood Tarver Financial Group, LLC
0.15% of their portfolio |
BOISE, ID |
11,30411.3k
$635.0k |
$635.0k |
0.15% |
Added
+3.4k |
+3,432 |
| 88 |
WORLD EQUITY GROUP, INC.
0.14% of their portfolio |
SCHAUMBURG, IL |
11,01711.0k
$619.2k |
$619.2k |
0.14% |
New |
|
| 89 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
10,76410.8k
$604.9k |
$604.9k |
0.00% |
Added
+1.6k |
+1,554 |
| 90 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
10,15710.2k
$570.8k |
$570.8k |
0.00% |
New |
|
| 91 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
10,14110.1k
$569.9k |
$569.9k |
0.08% |
Added
+76 |
+76 |
| 92 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
10,01810.0k
$563.0k |
$563.0k |
0.02% |
Reduced
-723 |
-723 |
| 93 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
9,7929.8k
$550.3k |
$550.3k |
0.00% |
New |
|
| 94 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
9,5009.5k
$533.9k |
$533.9k |
0.00% |
Unchanged |
|
| 95 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
9,1739.2k
$515.5k |
$515.5k |
0.01% |
Unchanged |
|
| 96 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
8,4658.5k
$475.7k |
$475.7k |
0.01% |
Reduced
-196 |
-196 |
| 97 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
7,6187.6k
$428.1k |
$428.1k |
0.00% |
New |
|
| 98 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,5677.6k
$425.3k |
$425.3k |
0.00% |
Reduced
-75 |
-75 |
| 99 |
LEGACY SOLUTIONS, LLC
0.34% of their portfolio |
KENNETT SQUARE, PA |
7,5447.5k
$424.0k |
$424.0k |
0.34% |
Unchanged |
|
| 100 |
Advisor Resource Council
0.14% of their portfolio |
DALLAS, TX |
7,3997.4k
$417.4k |
$417.4k |
0.14% |
Reduced
-551 |
-551 |