| 1 |
Schorn Wealth LLC
9.05% of their portfolio |
ENGLEWOOD, FL |
522,012522.0k
$27.4m |
$27.4m |
9.05% |
Reduced
-66.9k |
-66,898 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
478,414478.4k
$25.1m |
$25.1m |
0.01% |
Added
+80.9k |
+80,875 |
| 3 |
Cetera Investment Advisers
0.04% of their portfolio |
SCHAUMBURG, IL |
465,275465.3k
$24.4m |
$24.4m |
0.04% |
Added
+13.7k |
+13,662 |
| 4 |
STEPHENS INC /AR/
0.33% of their portfolio |
LITTLE ROCK, AR |
460,936460.9k
$24.2m |
$24.2m |
0.33% |
Added
+307.2k |
+307,241 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
350,790350.8k
$18.4m |
$18.4m |
0.01% |
Reduced
-6.6k |
-6,637 |
| 6 |
CWM, LLC
0.06% of their portfolio |
OMAHA, NE |
336,587336.6k
$17.6m |
$17.6m |
0.06% |
Added
+9.2k |
+9,209 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
310,337310.3k
$16.3m |
$16.3m |
0.02% |
Added
+11.6k |
+11,592 |
| 8 |
Bison Wealth, LLC
1.04% of their portfolio |
ATLANTA, GA |
251,479251.5k
$13.2m |
$13.2m |
1.04% |
Reduced
-3.0k |
-2,982 |
| 9 |
REAP Financial Group, LLC
2.87% of their portfolio |
AUSTIN, TX |
232,806232.8k
$12.2m |
$12.2m |
2.87% |
Reduced
-3.1k |
-3,092 |
| 10 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
182,647182.6k
$9.5m |
$9.5m |
0.02% |
Added
+22.9k |
+22,918 |
| 11 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
176,409176.4k
$9.2m |
$9.2m |
0.02% |
Added
+42.2k |
+42,170 |
| 12 |
Stratos Investment Management, LLC
0.34% of their portfolio |
BEACHWOOD, OH |
140,521140.5k
$7.4m |
$7.4m |
0.34% |
Reduced
-34.1k |
-34,083 |
| 13 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
127,654127.7k
$6.7m |
$6.7m |
0.03% |
Added
+8.2k |
+8,247 |
| 14 |
CreativeOne Wealth, LLC
0.17% of their portfolio |
OVERLAND PARK, KS |
126,521126.5k
$6.6m |
$6.6m |
0.17% |
Reduced
-5.1k |
-5,074 |
| 15 |
Onyx Bridge Wealth Group LLC
0.76% of their portfolio |
TARRYTOWN, NY |
109,941109.9k
$5.8m |
$5.8m |
0.76% |
Reduced
-630 |
-630 |
| 16 |
Great Diamond Partners, LLC
1.21% of their portfolio |
Portland, ME |
109,004109.0k
$5.7m |
$5.7m |
1.21% |
Added
+240 |
+240 |
| 17 |
HARBOUR INVESTMENTS, INC.
0.14% of their portfolio |
MADISON, WI |
102,950103.0k
$5.4m |
$5.4m |
0.14% |
Added
+46.6k |
+46,569 |
| 18 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
95,32295.3k
$5.0m |
$5.0m |
0.01% |
Added
+47.1k |
+47,056 |
| 19 |
LM Advisors LLC
0.60% of their portfolio |
SAN DIEGO, CA |
88,61988.6k
$4.6m |
$4.6m |
0.60% |
Reduced
-229 |
-229 |
| 20 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
86,73286.7k
$4.5m |
$4.5m |
0.00% |
Added
+7.1k |
+7,148 |
| 21 |
Allworth Financial LP
0.02% of their portfolio |
FOLSOM, CA |
76,28976.3k
$4.0m |
$4.0m |
0.02% |
Reduced
-37.5k |
-37,450 |
| 22 |
Focus Partners Wealth
0.01% of their portfolio |
ST LOUIS, MO |
73,66073.7k
$3.9m |
$3.9m |
0.01% |
Unchanged |
|
| 23 |
Main Street Financial Solutions, LLC
0.27% of their portfolio |
NEWTOWN, PA |
69,99170.0k
$3.7m |
$3.7m |
0.27% |
Unchanged |
|
| 24 |
Keystone Wealth Services, LLC
0.86% of their portfolio |
PALM DESERT, CA |
67,74767.7k
$3.6m |
$3.6m |
0.86% |
Reduced
-4.2k |
-4,213 |
| 25 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
60,86060.9k
$3.2m |
$3.2m |
0.01% |
Reduced
-23.9k |
-23,935 |
| 26 |
Apollon Wealth Management, LLC
0.06% of their portfolio |
MOUNT PLEASANT, SC |
53,32753.3k
$2.8m |
$2.8m |
0.06% |
Reduced
-3.8k |
-3,777 |
| 27 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
51,28151.3k
$2.7m |
$2.7m |
0.00% |
Reduced
-1.4k |
-1,407 |
| 28 |
CAPTRUST FINANCIAL ADVISORS
0.01% of their portfolio |
RALEIGH, NC |
47,95848.0k
$2.5m |
$2.5m |
0.01% |
Reduced
-22 |
-22 |
| 29 |
MGO ONE SEVEN LLC
0.08% of their portfolio |
Beachwood, OH |
47,07047.1k
$2.5m |
$2.5m |
0.08% |
Added
+737 |
+737 |
| 30 |
Atria Investments, Inc
0.03% of their portfolio |
Charlotte, NC |
44,64144.6k
$2.3m |
$2.3m |
0.03% |
Added
+10.2k |
+10,215 |
| 31 |
Bleakley Financial Group, LLC
0.06% of their portfolio |
PARSIPPANY, NJ |
42,69142.7k
$2.2m |
$2.2m |
0.06% |
Reduced
-1.5k |
-1,501 |
| 32 |
Outlook Wealth Advisors, LLC
0.56% of their portfolio |
SHENANDOAH, TX |
41,70141.7k
$2.2m |
$2.2m |
0.56% |
Unchanged |
|
| 33 |
Sage Capital Advisors,llc
0.53% of their portfolio |
SIOUX FALLS, SD |
40,62140.6k
$2.1m |
$2.1m |
0.53% |
Added
+3.4k |
+3,363 |
| 34 |
Valtinson Bruner Financial Planning LLC
0.63% of their portfolio |
NEW BRIGHTON, MN |
38,57438.6k
$2.0m |
$2.0m |
0.63% |
Reduced
-1.2k |
-1,245 |
| 35 |
Integrity Financial Corp /WA
0.99% of their portfolio |
JACKSON, WY |
36,85836.9k
$1.9m |
$1.9m |
0.99% |
Added
+5.2k |
+5,167 |
| 36 |
Freedom Investment Management, Inc.
0.15% of their portfolio |
SOUTH WINDSOR, CT |
36,43236.4k
$1.9m |
$1.9m |
0.15% |
Reduced
-8.2k |
-8,249 |
| 37 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
36,34436.3k
$1.9m |
$1.9m |
0.00% |
Added
+18.2k |
+18,223 |
| 38 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
34,27134.3k
$1.8m |
$1.8m |
0.01% |
Reduced
-4.8k |
-4,800 |
| 39 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
33,25833.3k
$1.7m |
$1.7m |
0.00% |
Added
+13 |
+13 |
| 40 |
Farther Finance Advisors, LLC
0.03% of their portfolio |
SAN FRANCISCO, CA |
29,57729.6k
$1.6m |
$1.6m |
0.03% |
Added
+888 |
+888 |
| 41 |
Focus Financial Network, Inc.
0.05% of their portfolio |
MINNEAPOLIS, MN |
26,54826.5k
$1.4m |
$1.4m |
0.05% |
Reduced
-1.1k |
-1,101 |
| 42 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
25,21125.2k
$1.3m |
$1.3m |
0.00% |
Added
+3.1k |
+3,149 |
| 43 |
Maltin Wealth Management, Inc.
0.59% of their portfolio |
RIDGEWOOD, NJ |
24,94724.9k
$1.3m |
$1.3m |
0.59% |
Added
+318 |
+318 |
| 44 |
AssuredPartners Investment Advisors, LLC
0.32% of their portfolio |
Tampa, FL |
24,72624.7k
$1.3m |
$1.3m |
0.32% |
Reduced
-2.7k |
-2,674 |
| 45 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
24,21624.2k
$1.3m |
$1.3m |
0.02% |
Unchanged |
|
| 46 |
Wealthcare Advisory Partners LLC
0.03% of their portfolio |
WEST CHESTER, PA |
23,83423.8k
$1.2m |
$1.2m |
0.03% |
Reduced
-1.3k |
-1,300 |
| 47 |
Stratos Wealth Advisors, LLC
0.07% of their portfolio |
BEACHWOOD, OH |
23,53723.5k
$1.2m |
$1.2m |
0.07% |
Added
+1.1k |
+1,101 |
| 48 |
Marshall Financial Group, LLC
0.24% of their portfolio |
Hunt Valley, MD |
22,97523.0k
$1.2m |
$1.2m |
0.24% |
Reduced
-2.4k |
-2,381 |
| 49 |
FWG Investments, LLC.
0.87% of their portfolio |
LEXINGTON, KY |
21,84021.8k
$1.1m |
$1.1m |
0.87% |
Added
+7.9k |
+7,877 |
| 50 |
Accel Wealth Management
0.38% of their portfolio |
WAVERLY, IA |
21,63821.6k
$1.1m |
$1.1m |
0.38% |
Reduced
-7 |
-7 |
| 51 |
Laidlaw Wealth Management LLC
3.18% of their portfolio |
NEW YORK CITY, NY |
21,07421.1k
$1.1m |
$1.1m |
3.18% |
Reduced
-237 |
-237 |
| 52 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.39% of their portfolio |
WATERLOO, IA |
20,79920.8k
$1.1m |
$1.1m |
0.39% |
Reduced
-1.6k |
-1,594 |
| 53 |
Harvest Investment Services, LLC
0.23% of their portfolio |
Oakbrook Terrace, IL |
19,90319.9k
$1.0m |
$1.0m |
0.23% |
Added
+6.7k |
+6,656 |
| 54 |
BECK CAPITAL MANAGEMENT, LLC
0.26% of their portfolio |
AUSTIN, TX |
19,66319.7k
$1.0m |
$1.0m |
0.26% |
Reduced
-138 |
-138 |
| 55 |
FOUNDERS FINANCIAL SECURITIES LLC
0.07% of their portfolio |
TOWSON, MD |
18,73318.7k
$981.8k |
$981.8k |
0.07% |
Added
+1.3k |
+1,300 |
| 56 |
DHJJ Financial Advisors, Ltd.
0.35% of their portfolio |
NAPERVILLE, IL |
18,69818.7k
$980.0k |
$980.0k |
0.35% |
Unchanged |
|
| 57 |
Fragasso Financial Advisors Inc
0.06% of their portfolio |
SEWICKLEY, PA |
18,24018.2k
$956.0k |
$956.0k |
0.06% |
Added
+3.6k |
+3,583 |
| 58 |
WEDBUSH SECURITIES INC
0.03% of their portfolio |
PASADENA, CA |
17,80517.8k
$933.0k |
$933.0k |
0.03% |
Added
+1.6k |
+1,635 |
| 59 |
Oder Investment Management, LLC
0.70% of their portfolio |
WOODLAND HILLS, CA |
17,62517.6k
$923.7k |
$923.7k |
0.70% |
Unchanged |
|
| 60 |
Faithward Advisors, LLC
0.14% of their portfolio |
LANCASTER, PA |
17,46817.5k
$915.5k |
$915.5k |
0.14% |
Reduced
-159 |
-159 |
| 61 |
1776 Wealth LLC
0.38% of their portfolio |
ATLANTA, GA |
17,43417.4k
$913.7k |
$913.7k |
0.38% |
Unchanged |
|
| 62 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
17,41917.4k
$912.9k |
$912.9k |
0.00% |
Added
+763 |
+763 |
| 63 |
Horizon Investments, LLC
0.01% of their portfolio |
Charlotte, NC |
17,09017.1k
$895.7k |
$895.7k |
0.01% |
New |
|
| 64 |
Integrated Advisors Network LLC
0.04% of their portfolio |
DALLAS, TX |
16,64516.6k
$872.4k |
$872.4k |
0.04% |
Unchanged |
|
| 65 |
Semus Wealth Partners LLC
0.56% of their portfolio |
Boca Raton, FL |
16,42616.4k
$860.9k |
$860.9k |
0.56% |
Unchanged |
|
| 66 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
16,26016.3k
$852.2k |
$852.2k |
0.01% |
Unchanged |
|
| 67 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
16,17816.2k
$847.9k |
$847.9k |
0.00% |
Added
+10.3k |
+10,301 |
| 68 |
Strategic Blueprint, LLC
0.04% of their portfolio |
ATLANTA, GA |
16,11216.1k
$844.4k |
$844.4k |
0.04% |
Added
+11.1k |
+11,091 |
| 69 |
JOURNEY STRATEGIC WEALTH LLC
0.03% of their portfolio |
SUMMIT, NJ |
15,93515.9k
$835.2k |
$835.2k |
0.03% |
Unchanged |
|
| 70 |
Tanglewood Legacy Advisors, LLC
0.33% of their portfolio |
HOUSTON, TX |
15,19015.2k
$796.1k |
$796.1k |
0.33% |
Added
+6.3k |
+6,328 |
| 71 |
Maridea Wealth Management LLC
0.21% of their portfolio |
BROOKLYN, NY |
15,14515.1k
$793.7k |
$793.7k |
0.21% |
New |
|
| 72 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
15,01915.0k
$787.2k |
$787.2k |
0.01% |
Added
+8.0k |
+8,020 |
| 73 |
Grantvest Financial Group LLC
0.57% of their portfolio |
MATAWAN, NJ |
14,75514.8k
$773.3k |
$773.3k |
0.57% |
Reduced
-868 |
-868 |
| 74 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
14,56514.6k
$763.4k |
$763.4k |
0.00% |
Reduced
-300 |
-300 |
| 75 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
14,14914.1k
$741.6k |
$741.6k |
0.00% |
Reduced
-4.4k |
-4,431 |
| 76 |
TFB Advisors LLC
0.19% of their portfolio |
OVERLAND PARK, KS |
13,66913.7k
$716.4k |
$716.4k |
0.19% |
Reduced
-1.2k |
-1,173 |
| 77 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
13,15813.2k
$694.0k |
$694.0k |
0.00% |
Reduced
-180 |
-180 |
| 78 |
McCarthy & Cox
0.18% of their portfolio |
MARYSVILLE, OH |
13,14813.1k
$689.1k |
$689.1k |
0.18% |
Unchanged |
|
| 79 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
13,02813.0k
$682.8k |
$682.8k |
0.00% |
Added
+6.1k |
+6,059 |
| 80 |
LVZ, Inc.
0.08% of their portfolio |
Holland, MI |
12,88112.9k
$675.1k |
$675.1k |
0.08% |
Unchanged |
|
| 81 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
12,47512.5k
$653.8k |
$653.8k |
0.03% |
Added
+4.0k |
+4,043 |
| 82 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
12,36412.4k
$648.0k |
$648.0k |
0.03% |
Added
+760 |
+760 |
| 83 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
12,35712.4k
$647.6k |
$647.6k |
0.00% |
Reduced
-2.5k |
-2,529 |
| 84 |
Sunbelt Securities, Inc.
0.05% of their portfolio |
HOUSTON, TX |
11,83611.8k
$589.1k |
$589.1k |
0.05% |
Added
+1.3k |
+1,295 |
| 85 |
Grant Street Asset Management, Inc.
0.14% of their portfolio |
CANONSBURG, PA |
11,41311.4k
$598.2k |
$598.2k |
0.14% |
Unchanged |
|
| 86 |
VestGen Investment Management
0.43% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
11,33611.3k
$594.1k |
$594.1k |
0.43% |
Added
+3.3k |
+3,326 |
| 87 |
WORLD EQUITY GROUP, INC.
0.16% of their portfolio |
SCHAUMBURG, IL |
10,95111.0k
$574.0k |
$574.0k |
0.16% |
Added
+619 |
+619 |
| 88 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
10,92110.9k
$572.4k |
$572.4k |
0.03% |
Reduced
-230 |
-230 |
| 89 |
Sovereign Financial Group, Inc.
0.12% of their portfolio |
STAMFORD, CT |
10,81010.8k
$566.6k |
$566.6k |
0.12% |
Reduced
-221 |
-221 |
| 90 |
First Heartland Consultants, Inc.
0.05% of their portfolio |
LAKE ST. LOUIS, MO |
10,50310.5k
$550.5k |
$550.5k |
0.05% |
New |
|
| 91 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
10,23710.2k
$536.5k |
$536.5k |
0.00% |
Reduced
-9.1k |
-9,136 |
| 92 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
9,9379.9k
$520.8k |
$520.8k |
0.01% |
Reduced
-8.6k |
-8,609 |
| 93 |
Signal Advisors Wealth, LLC
0.04% of their portfolio |
DETROIT, MI |
9,7969.8k
$513.4k |
$513.4k |
0.04% |
Added
+5.5k |
+5,468 |
| 94 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
9,6209.6k
$504.2k |
$504.2k |
0.03% |
Unchanged |
|
| 95 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
9,1759.2k
$480.9k |
$480.9k |
0.01% |
New |
|
| 96 |
Echo Wealth Management, LLC
0.29% of their portfolio |
PLYMOUTH, MN |
8,9569.0k
$469.4k |
$469.4k |
0.29% |
Unchanged |
|
| 97 |
Buck Wealth Strategies, LLC
0.07% of their portfolio |
DENVER, CO |
8,8538.9k
$464.0k |
$464.0k |
0.07% |
Added
+4.3k |
+4,310 |
| 98 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
8,3948.4k
$439.9k |
$439.9k |
0.00% |
Reduced
-853 |
-853 |
| 99 |
GTS SECURITIES LLC
0.02% of their portfolio |
NEW YORK, NY |
8,0108.0k
$419.8k |
$419.8k |
0.02% |
New |
|
| 100 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
7,9007.9k
$414.0k |
$414.0k |
0.01% |
Unchanged |
|