| 1 |
Schorn Wealth LLC
9.47% of their portfolio |
ENGLEWOOD, FL |
588,910588.9k
$28.7m |
$28.7m |
9.47% |
Added
+8.5k |
+8,459 |
| 2 |
Cetera Investment Advisers
0.04% of their portfolio |
SCHAUMBURG, IL |
451,613451.6k
$22.0m |
$22.0m |
0.04% |
Added
+225.0k |
+224,962 |
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
397,539397.5k
$19.4m |
$19.4m |
0.01% |
Added
+333.5k |
+333,539 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
357,427357.4k
$17.4m |
$17.4m |
0.01% |
Added
+163.1k |
+163,079 |
| 5 |
CWM, LLC
0.06% of their portfolio |
OMAHA, NE |
327,378327.4k
$16.0m |
$16.0m |
0.06% |
Added
+230.6k |
+230,569 |
| 6 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
298,745298.7k
$14.6m |
$14.6m |
0.02% |
Reduced
-114.9k |
-114,916 |
| 7 |
Bison Wealth, LLC
1.16% of their portfolio |
ATLANTA, GA |
254,461254.5k
$12.4m |
$12.4m |
1.16% |
Added
+28.6k |
+28,639 |
| 8 |
REAP Financial Group, LLC
2.85% of their portfolio |
AUSTIN, TX |
235,898235.9k
$11.5m |
$11.5m |
2.85% |
Added
+32.6k |
+32,601 |
| 9 |
Stratos Investment Management, LLC
0.45% of their portfolio |
BEACHWOOD, OH |
174,604174.6k
$8.5m |
$8.5m |
0.45% |
Reduced
-38.3k |
-38,298 |
| 10 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
159,729159.7k
$7.8m |
$7.8m |
0.02% |
Reduced
-3.6k |
-3,589 |
| 11 |
STEPHENS INC /AR/
0.11% of their portfolio |
LITTLE ROCK, AR |
153,695153.7k
$7.5m |
$7.5m |
0.11% |
Added
+45.7k |
+45,662 |
| 12 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
134,239134.2k
$6.5m |
$6.5m |
0.02% |
Added
+36.9k |
+36,917 |
| 13 |
CreativeOne Wealth, LLC
0.19% of their portfolio |
OVERLAND PARK, KS |
131,595131.6k
$6.4m |
$6.4m |
0.19% |
Added
+103.4k |
+103,422 |
| 14 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
119,407119.4k
$5.8m |
$5.8m |
0.03% |
Reduced
-10.4k |
-10,405 |
| 15 |
Allworth Financial LP
0.03% of their portfolio |
FOLSOM, CA |
113,739113.7k
$5.5m |
$5.5m |
0.03% |
Reduced
-23.1k |
-23,090 |
| 16 |
Onyx Bridge Wealth Group LLC
0.77% of their portfolio |
TARRYTOWN, NY |
110,571110.6k
$5.4m |
$5.4m |
0.77% |
Reduced
-2.2k |
-2,239 |
| 17 |
Great Diamond Partners, LLC
1.45% of their portfolio |
Portland, ME |
108,764108.8k
$5.3m |
$5.3m |
1.45% |
Reduced
-2.3k |
-2,257 |
| 18 |
LM Advisors LLC
0.78% of their portfolio |
SAN DIEGO, CA |
88,84888.8k
$4.3m |
$4.3m |
0.78% |
Added
+1.3k |
+1,290 |
| 19 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
84,79584.8k
$4.1m |
$4.1m |
0.01% |
Added
+176 |
+176 |
| 20 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
79,58479.6k
$3.9m |
$3.9m |
0.00% |
Reduced
-2.8k |
-2,827 |
| 21 |
Focus Partners Wealth
0.01% of their portfolio |
ST LOUIS, MO |
73,66073.7k
$3.6m |
$3.6m |
0.01% |
Reduced
-73.7k |
-73,660 |
| 22 |
Keystone Wealth Services, LLC
0.95% of their portfolio |
PALM DESERT, CA |
71,96072.0k
$3.5m |
$3.5m |
0.95% |
Added
+130 |
+130 |
| 23 |
Main Street Financial Solutions, LLC
0.30% of their portfolio |
NEWTOWN, PA |
69,99170.0k
$3.4m |
$3.4m |
0.30% |
Reduced
-660 |
-660 |
| 24 |
Apollon Wealth Management, LLC
0.06% of their portfolio |
MOUNT PLEASANT, SC |
57,10457.1k
$2.8m |
$2.8m |
0.06% |
Reduced
-23 |
-23 |
| 25 |
HARBOUR INVESTMENTS, INC.
0.08% of their portfolio |
MADISON, WI |
56,38156.4k
$2.8m |
$2.8m |
0.08% |
Added
+20.1k |
+20,077 |
| 26 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
52,68852.7k
$2.6m |
$2.6m |
0.00% |
Reduced
-1.1k |
-1,058 |
| 27 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
48,26648.3k
$2.4m |
$2.4m |
0.01% |
Added
+6.4k |
+6,380 |
| 28 |
CAPTRUST FINANCIAL ADVISORS
0.01% of their portfolio |
RALEIGH, NC |
47,98048.0k
$2.3m |
$2.3m |
0.01% |
Added
+378 |
+378 |
| 29 |
MGO ONE SEVEN LLC
0.09% of their portfolio |
Beachwood, OH |
46,33346.3k
$2.3m |
$2.3m |
0.09% |
Added
+39.3k |
+39,329 |
| 30 |
Freedom Investment Management, Inc.
0.18% of their portfolio |
SOUTH WINDSOR, CT |
44,68144.7k
$2.2m |
$2.2m |
0.18% |
New |
|
| 31 |
Bleakley Financial Group, LLC
0.07% of their portfolio |
PARSIPPANY, NJ |
44,19244.2k
$2.2m |
$2.2m |
0.07% |
New |
|
| 32 |
Outlook Wealth Advisors, LLC
0.57% of their portfolio |
SHENANDOAH, TX |
41,70141.7k
$2.0m |
$2.0m |
0.57% |
Added
+177 |
+177 |
| 33 |
Valtinson Bruner Financial Planning LLC
0.66% of their portfolio |
NEW BRIGHTON, MN |
39,81939.8k
$1.9m |
$1.9m |
0.66% |
Reduced
-1.5k |
-1,501 |
| 34 |
Steward Partners Investment Advisory, LLC
0.02% of their portfolio |
STAMFORD, CT |
39,07139.1k
$1.9m |
$1.9m |
0.02% |
Reduced
-414 |
-414 |
| 35 |
Sage Capital Advisors,llc
0.48% of their portfolio |
SIOUX FALLS, SD |
37,25837.3k
$1.8m |
$1.8m |
0.48% |
New |
|
| 36 |
Atria Investments, Inc
0.02% of their portfolio |
Charlotte, NC |
34,42634.4k
$1.7m |
$1.7m |
0.02% |
Added
+28.4k |
+28,387 |
| 37 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
33,24533.2k
$1.6m |
$1.6m |
0.00% |
Added
+2.7k |
+2,704 |
| 38 |
Integrity Financial Corp /WA
0.88% of their portfolio |
JACKSON, WY |
31,69131.7k
$1.5m |
$1.5m |
0.88% |
Added
+4.9k |
+4,904 |
| 39 |
Farther Finance Advisors, LLC
0.04% of their portfolio |
SAN FRANCISCO, CA |
28,68928.7k
$1.4m |
$1.4m |
0.04% |
Added
+28.1k |
+28,146 |
| 40 |
Focus Financial Network, Inc.
0.06% of their portfolio |
MINNEAPOLIS, MN |
27,64927.6k
$1.3m |
$1.3m |
0.06% |
Unchanged |
|
| 41 |
AssuredPartners Investment Advisors, LLC
0.26% of their portfolio |
Tampa, FL |
27,40027.4k
$1.3m |
$1.3m |
0.26% |
Unchanged |
|
| 42 |
Marshall Financial Group, LLC
0.27% of their portfolio |
Hunt Valley, MD |
25,35625.4k
$1.2m |
$1.2m |
0.27% |
Reduced
-1.9k |
-1,903 |
| 43 |
Wealthcare Advisory Partners LLC
0.03% of their portfolio |
WEST CHESTER, PA |
25,13425.1k
$1.2m |
$1.2m |
0.03% |
Reduced
-1.8k |
-1,793 |
| 44 |
Maltin Wealth Management, Inc.
0.56% of their portfolio |
RIDGEWOOD, NJ |
24,62924.6k
$1.2m |
$1.2m |
0.56% |
Reduced
-2.3k |
-2,285 |
| 45 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
24,21624.2k
$1.2m |
$1.2m |
0.02% |
Reduced
-880 |
-880 |
| 46 |
Stratos Wealth Advisors, LLC
0.06% of their portfolio |
BEACHWOOD, OH |
22,43622.4k
$1.1m |
$1.1m |
0.06% |
Reduced
-18.7k |
-18,701 |
| 47 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.43% of their portfolio |
WATERLOO, IA |
22,39322.4k
$1.1m |
$1.1m |
0.43% |
Added
+2.8k |
+2,820 |
| 48 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
22,06222.1k
$1.1m |
$1.1m |
0.00% |
Added
+7.1k |
+7,109 |
| 49 |
Accel Wealth Management
0.38% of their portfolio |
WAVERLY, IA |
21,64521.6k
$1.1m |
$1.1m |
0.38% |
Added
+11.4k |
+11,386 |
| 50 |
Laidlaw Wealth Management LLC
3.09% of their portfolio |
NEW YORK CITY, NY |
21,31121.3k
$1.0m |
$1.0m |
3.09% |
Reduced
-915 |
-915 |
| 51 |
BECK CAPITAL MANAGEMENT, LLC
0.28% of their portfolio |
AUSTIN, TX |
19,80119.8k
$966.1k |
$966.1k |
0.28% |
Reduced
-113 |
-113 |
| 52 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
19,37319.4k
$945.2k |
$945.2k |
0.01% |
Added
+2.2k |
+2,184 |
| 53 |
DHJJ Financial Advisors, Ltd.
0.37% of their portfolio |
NAPERVILLE, IL |
18,69818.7k
$912.3k |
$912.3k |
0.37% |
Reduced
-182 |
-182 |
| 54 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
18,58018.6k
$906.5k |
$906.5k |
0.00% |
New |
|
| 55 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
18,54618.5k
$904.9k |
$904.9k |
0.02% |
New |
|
| 56 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
18,12118.1k
$884.0k |
$884.0k |
0.00% |
Added
+655 |
+655 |
| 57 |
Faithward Advisors, LLC
0.15% of their portfolio |
LANCASTER, PA |
17,62717.6k
$860.0k |
$860.0k |
0.15% |
New |
|
| 58 |
Oder Investment Management, LLC
0.73% of their portfolio |
WOODLAND HILLS, CA |
17,62517.6k
$859.9k |
$859.9k |
0.73% |
Unchanged |
|
| 59 |
1776 Wealth LLC
0.39% of their portfolio |
ATLANTA, GA |
17,43417.4k
$850.6k |
$850.6k |
0.39% |
Added
+2.0k |
+2,011 |
| 60 |
FOUNDERS FINANCIAL SECURITIES LLC
0.07% of their portfolio |
TOWSON, MD |
17,43317.4k
$843.8k |
$843.8k |
0.07% |
Added
+5.7k |
+5,669 |
| 61 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
16,65616.7k
$812.6k |
$812.6k |
0.00% |
New |
|
| 62 |
Integrated Advisors Network LLC
0.04% of their portfolio |
DALLAS, TX |
16,64516.6k
$812.1k |
$812.1k |
0.04% |
Reduced
-12.3k |
-12,325 |
| 63 |
Semus Wealth Partners LLC
0.56% of their portfolio |
Boca Raton, FL |
16,42616.4k
$801.4k |
$801.4k |
0.56% |
New |
|
| 64 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
16,26016.3k
$793.3k |
$793.3k |
0.01% |
Unchanged |
|
| 65 |
WEDBUSH SECURITIES INC
0.03% of their portfolio |
PASADENA, CA |
16,17016.2k
$789.0k |
$789.0k |
0.03% |
Reduced
-1.6k |
-1,650 |
| 66 |
JOURNEY STRATEGIC WEALTH LLC
0.03% of their portfolio |
SUMMIT, NJ |
15,93515.9k
$777.5k |
$777.5k |
0.03% |
Reduced
-1.7k |
-1,715 |
| 67 |
Grantvest Financial Group LLC
0.62% of their portfolio |
MATAWAN, NJ |
15,62315.6k
$762.2k |
$762.2k |
0.62% |
Added
+1.4k |
+1,353 |
| 68 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
14,88614.9k
$726.3k |
$726.3k |
0.00% |
Added
+13.1k |
+13,119 |
| 69 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
14,86514.9k
$725.2k |
$725.2k |
0.00% |
Reduced
-1.0k |
-1,044 |
| 70 |
TFB Advisors LLC
0.21% of their portfolio |
OVERLAND PARK, KS |
14,84214.8k
$724.1k |
$724.1k |
0.21% |
Added
+3.4k |
+3,432 |
| 71 |
Fragasso Financial Advisors Inc
0.05% of their portfolio |
SEWICKLEY, PA |
14,65714.7k
$715.1k |
$715.1k |
0.05% |
Added
+1.0k |
+1,041 |
| 72 |
FWG Investments, LLC.
0.80% of their portfolio |
LEXINGTON, KY |
13,96314.0k
$681.3k |
$681.3k |
0.80% |
New |
|
| 73 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
13,33813.3k
$650.8k |
$650.8k |
0.00% |
Added
+3.3k |
+3,293 |
| 74 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
13,31113.3k
$649.4k |
$649.4k |
0.00% |
Added
+9.6k |
+9,624 |
| 75 |
Harvest Investment Services, LLC
0.18% of their portfolio |
Oakbrook Terrace, IL |
13,24713.2k
$646.3k |
$646.3k |
0.18% |
Added
+2.1k |
+2,111 |
| 76 |
McCarthy & Cox
0.28% of their portfolio |
MARYSVILLE, OH |
13,14813.1k
$641.5k |
$641.5k |
0.28% |
Reduced
-93.1k |
-93,061 |
| 77 |
LVZ, Inc.
0.08% of their portfolio |
Holland, MI |
12,88112.9k
$628.5k |
$628.5k |
0.08% |
Added
+786 |
+786 |
| 78 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
11,60411.6k
$566.2k |
$566.2k |
0.02% |
Added
+821 |
+821 |
| 79 |
Grant Street Asset Management, Inc.
0.14% of their portfolio |
CANONSBURG, PA |
11,41311.4k
$556.8k |
$556.8k |
0.14% |
Reduced
-7.8k |
-7,823 |
| 80 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
11,15111.2k
$544.1k |
$544.1k |
0.03% |
Reduced
-876 |
-876 |
| 81 |
Sovereign Financial Group, Inc.
0.12% of their portfolio |
STAMFORD, CT |
11,03111.0k
$538.2k |
$538.2k |
0.12% |
Reduced
-666 |
-666 |
| 82 |
Sunbelt Securities, Inc.
0.05% of their portfolio |
HOUSTON, TX |
10,54110.5k
$514.3k |
$514.3k |
0.05% |
Reduced
-1.3k |
-1,295 |
| 83 |
WORLD EQUITY GROUP, INC.
0.14% of their portfolio |
SCHAUMBURG, IL |
10,33210.3k
$504.1k |
$504.1k |
0.14% |
Added
+3.2k |
+3,192 |
| 84 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
10,13910.1k
$498.9k |
$498.9k |
0.02% |
Reduced
-3.5k |
-3,534 |
| 85 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
9,6209.6k
$469.4k |
$469.4k |
0.03% |
Added
+3.3k |
+3,328 |
| 86 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
9,2479.2k
$451.2k |
$451.2k |
0.00% |
Added
+1.5k |
+1,535 |
| 87 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
8,9879.0k
$438.5k |
$438.5k |
0.01% |
Unchanged |
|
| 88 |
Echo Wealth Management, LLC
0.30% of their portfolio |
PLYMOUTH, MN |
8,9569.0k
$437.0k |
$437.0k |
0.30% |
Unchanged |
|
| 89 |
Tanglewood Legacy Advisors, LLC
0.19% of their portfolio |
HOUSTON, TX |
8,8628.9k
$432.4k |
$432.4k |
0.19% |
Added
+564 |
+564 |
| 90 |
Opes Wealth Management LLC
0.09% of their portfolio |
MENLO PARK, CA |
8,7088.7k
$424.9k |
$424.9k |
0.09% |
Reduced
-5.8k |
-5,778 |
| 91 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
8,5768.6k
$418.0k |
$418.0k |
0.00% |
New |
|
| 92 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
8,4328.4k
$411.4k |
$411.4k |
0.01% |
New |
|
| 93 |
MBL Wealth, LLC
0.04% of their portfolio |
CHARLOTTE, NC |
8,4308.4k
$411.3k |
$411.3k |
0.04% |
Reduced
-3.0k |
-3,025 |
| 94 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
8,1748.2k
$398.8k |
$398.8k |
0.02% |
New |
|
| 95 |
VestGen Investment Management
0.29% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
8,0108.0k
$390.8k |
$390.8k |
0.29% |
New |
|
| 96 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
7,9007.9k
$385.4k |
$385.4k |
0.01% |
Unchanged |
|
| 97 |
EPG Wealth Management LLC
0.11% of their portfolio |
ATLANTA, GA |
7,9007.9k
$385.4k |
$385.4k |
0.11% |
Unchanged |
|
| 98 |
LEIGH BALDWIN & CO., LLC
0.30% of their portfolio |
CAZENOVIA, NY |
7,6857.7k
$375.0k |
$375.0k |
0.30% |
Reduced
-180 |
-180 |
| 99 |
NOVEM GROUP
0.05% of their portfolio |
Rochester, NY |
7,6387.6k
$372.7k |
$372.7k |
0.05% |
Unchanged |
|
| 100 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
7,5827.6k
$369.9k |
$369.9k |
0.01% |
Unchanged |
|