| 1 |
Schorn Wealth LLC
8.52% of their portfolio |
ENGLEWOOD, FL |
505,308505.3k
$27.9m |
$27.9m |
8.52% |
Reduced
-16.7k |
-16,704 |
| 2 |
STEPHENS INC /AR/
0.32% of their portfolio |
LITTLE ROCK, AR |
460,513460.5k
$25.4m |
$25.4m |
0.32% |
Reduced
-423 |
-423 |
| 3 |
Cetera Investment Advisers
0.03% of their portfolio |
SCHAUMBURG, IL |
447,897447.9k
$24.7m |
$24.7m |
0.03% |
Reduced
-17.4k |
-17,378 |
| 4 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
421,321421.3k
$23.2m |
$23.2m |
0.01% |
Reduced
-57.1k |
-57,093 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
336,046336.0k
$18.5m |
$18.5m |
0.01% |
Reduced
-14.7k |
-14,744 |
| 6 |
CWM, LLC
0.05% of their portfolio |
OMAHA, NE |
325,068325.1k
$17.9m |
$17.9m |
0.05% |
Reduced
-11.5k |
-11,519 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
285,967286.0k
$15.8m |
$15.8m |
0.02% |
Reduced
-24.4k |
-24,370 |
| 8 |
REAP Financial Group, LLC
2.64% of their portfolio |
AUSTIN, TX |
220,212220.2k
$12.1m |
$12.1m |
2.64% |
Reduced
-12.6k |
-12,594 |
| 9 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
198,738198.7k
$11.0m |
$11.0m |
0.02% |
Added
+22.3k |
+22,329 |
| 10 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
182,314182.3k
$9.9m |
$9.9m |
0.01% |
Reduced
-333 |
-333 |
| 11 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
123,651123.7k
$6.8m |
$6.8m |
0.03% |
Reduced
-4.0k |
-4,003 |
| 12 |
Stratos Investment Management, LLC
0.27% of their portfolio |
BEACHWOOD, OH |
119,741119.7k
$6.6m |
$6.6m |
0.27% |
Reduced
-20.8k |
-20,780 |
| 13 |
Atria Investments, Inc
0.07% of their portfolio |
Charlotte, NC |
112,211112.2k
$6.2m |
$6.2m |
0.07% |
Added
+67.6k |
+67,570 |
| 14 |
Great Diamond Partners, LLC
1.18% of their portfolio |
Portland, ME |
110,470110.5k
$6.1m |
$6.1m |
1.18% |
Added
+1.5k |
+1,466 |
| 15 |
Onyx Bridge Wealth Group LLC
0.66% of their portfolio |
TARRYTOWN, NY |
109,941109.9k
$6.1m |
$6.1m |
0.66% |
Unchanged |
|
| 16 |
LM Advisors LLC
0.73% of their portfolio |
SAN DIEGO, CA |
91,67991.7k
$5.1m |
$5.1m |
0.73% |
Added
+3.1k |
+3,060 |
| 17 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
89,55189.6k
$4.9m |
$4.9m |
0.00% |
Added
+2.8k |
+2,819 |
| 18 |
HARBOUR INVESTMENTS, INC.
0.11% of their portfolio |
MADISON, WI |
85,62785.6k
$4.7m |
$4.7m |
0.11% |
Reduced
-17.3k |
-17,323 |
| 19 |
BAM Wealth Management, LLC
3.48% of their portfolio |
LAKEWOOD, CO |
81,39481.4k
$4.5m |
$4.5m |
3.48% |
First filing |
|
| 20 |
Regal Investment Advisors LLC
0.27% of their portfolio |
KENTWOOD, MI |
74,88674.9k
$4.1m |
$4.1m |
0.27% |
Added
+68.3k |
+68,341 |
| 21 |
Focus Partners Wealth
0.01% of their portfolio |
ST LOUIS, MO |
73,66073.7k
$4.1m |
$4.1m |
0.01% |
Unchanged |
|
| 22 |
Main Street Financial Solutions, LLC
0.25% of their portfolio |
NEWTOWN, PA |
69,99170.0k
$3.9m |
$3.9m |
0.25% |
Unchanged |
|
| 23 |
Keystone Wealth Services, LLC
0.81% of their portfolio |
PALM DESERT, CA |
67,74267.7k
$3.7m |
$3.7m |
0.81% |
Reduced
-5 |
-5 |
| 24 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
61,16361.2k
$3.4m |
$3.4m |
0.08% |
Reduced
-65.4k |
-65,358 |
| 25 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
57,44457.4k
$3.2m |
$3.2m |
0.01% |
Reduced
-3.4k |
-3,416 |
| 26 |
Apollon Wealth Management, LLC
0.05% of their portfolio |
MOUNT PLEASANT, SC |
53,18353.2k
$2.9m |
$2.9m |
0.05% |
Reduced
-144 |
-144 |
| 27 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
47,22447.2k
$2.6m |
$2.6m |
0.01% |
Reduced
-48.1k |
-48,098 |
| 28 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
46,87946.9k
$2.6m |
$2.6m |
0.00% |
Reduced
-4.4k |
-4,402 |
| 29 |
CAPTRUST FINANCIAL ADVISORS
0.01% of their portfolio |
RALEIGH, NC |
45,19345.2k
$2.5m |
$2.5m |
0.01% |
Reduced
-2.8k |
-2,765 |
| 30 |
Allworth Financial LP
0.01% of their portfolio |
FOLSOM, CA |
44,28844.3k
$2.4m |
$2.4m |
0.01% |
Reduced
-32.0k |
-32,001 |
| 31 |
MGO ONE SEVEN LLC
0.05% of their portfolio |
Beachwood, OH |
42,50042.5k
$2.3m |
$2.3m |
0.05% |
Reduced
-4.6k |
-4,570 |
| 32 |
Outlook Wealth Advisors, LLC
0.57% of their portfolio |
SHENANDOAH, TX |
41,82641.8k
$2.3m |
$2.3m |
0.57% |
Added
+125 |
+125 |
| 33 |
Bleakley Financial Group, LLC
0.05% of their portfolio |
PARSIPPANY, NJ |
38,58938.6k
$2.1m |
$2.1m |
0.05% |
Reduced
-4.1k |
-4,102 |
| 34 |
Valtinson Bruner Financial Planning LLC
0.62% of their portfolio |
NEW BRIGHTON, MN |
38,25438.3k
$2.1m |
$2.1m |
0.62% |
Reduced
-320 |
-320 |
| 35 |
Integrity Financial Corp /WA
0.97% of their portfolio |
JACKSON, WY |
36,83836.8k
$2.0m |
$2.0m |
0.97% |
Reduced
-20 |
-20 |
| 36 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
34,27134.3k
$1.9m |
$1.9m |
0.01% |
Unchanged |
|
| 37 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
31,50031.5k
$1.7m |
$1.7m |
0.00% |
Reduced
-1.8k |
-1,758 |
| 38 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
29,85329.9k
$1.6m |
$1.6m |
0.00% |
Added
+4.6k |
+4,642 |
| 39 |
OLD MISSION CAPITAL LLC
0.05% of their portfolio |
CHICAGO, IL |
24,95024.9k
$1.4m |
$1.4m |
0.05% |
Added
+15.0k |
+15,013 |
| 40 |
Maltin Wealth Management, Inc.
0.57% of their portfolio |
RIDGEWOOD, NJ |
24,94724.9k
$1.4m |
$1.4m |
0.57% |
Unchanged |
|
| 41 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
24,21624.2k
$1.3m |
$1.3m |
0.02% |
Unchanged |
|
| 42 |
Wealthcare Advisory Partners LLC
0.03% of their portfolio |
WEST CHESTER, PA |
23,70323.7k
$1.3m |
$1.3m |
0.03% |
Reduced
-131 |
-131 |
| 43 |
Marshall Financial Group, LLC
0.25% of their portfolio |
Hunt Valley, MD |
22,97523.0k
$1.3m |
$1.3m |
0.25% |
Unchanged |
|
| 44 |
Strategic Blueprint, LLC
0.05% of their portfolio |
ATLANTA, GA |
22,66322.7k
$1.2m |
$1.2m |
0.05% |
Added
+6.6k |
+6,551 |
| 45 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
22,37522.4k
$1.2m |
$1.2m |
0.08% |
Added
+3.6k |
+3,642 |
| 46 |
FWG Investments, LLC.
0.84% of their portfolio |
LEXINGTON, KY |
22,13922.1k
$1.2m |
$1.2m |
0.84% |
Added
+299 |
+299 |
| 47 |
Horizon Investments, LLC
0.02% of their portfolio |
Charlotte, NC |
21,34721.3k
$1.2m |
$1.2m |
0.02% |
Added
+4.3k |
+4,257 |
| 48 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
21,00421.0k
$1.2m |
$1.2m |
0.02% |
Reduced
-8.6k |
-8,573 |
| 49 |
Laidlaw Wealth Management LLC
2.72% of their portfolio |
NEW YORK CITY, NY |
20,72220.7k
$1.1m |
$1.1m |
2.72% |
Reduced
-352 |
-352 |
| 50 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.37% of their portfolio |
WATERLOO, IA |
20,18020.2k
$1.1m |
$1.1m |
0.37% |
Reduced
-619 |
-619 |
| 51 |
Accel Wealth Management
0.31% of their portfolio |
WAVERLY, IA |
19,22819.2k
$1.1m |
$1.1m |
0.31% |
Reduced
-2.4k |
-2,410 |
| 52 |
BECK CAPITAL MANAGEMENT, LLC
0.24% of their portfolio |
AUSTIN, TX |
18,99019.0k
$1.0m |
$1.0m |
0.24% |
Reduced
-673 |
-673 |
| 53 |
DHJJ Financial Advisors, Ltd.
0.35% of their portfolio |
NAPERVILLE, IL |
18,62318.6k
$1.0m |
$1.0m |
0.35% |
Reduced
-75 |
-75 |
| 54 |
Freedom Investment Management, Inc.
0.27% of their portfolio |
SOUTH WINDSOR, CT |
18,46018.5k
$1.0m |
$1.0m |
0.27% |
Reduced
-18.0k |
-17,972 |
| 55 |
JOURNEY STRATEGIC WEALTH LLC
0.03% of their portfolio |
SUMMIT, NJ |
18,21618.2k
$1.0m |
$1.0m |
0.03% |
Added
+2.3k |
+2,281 |
| 56 |
Fragasso Financial Advisors Inc
0.06% of their portfolio |
SEWICKLEY, PA |
17,97218.0k
$992.0k |
$992.0k |
0.06% |
Reduced
-268 |
-268 |
| 57 |
WEDBUSH SECURITIES INC
0.03% of their portfolio |
PASADENA, CA |
17,66417.7k
$974.0k |
$974.0k |
0.03% |
Reduced
-141 |
-141 |
| 58 |
Oder Investment Management, LLC
0.70% of their portfolio |
WOODLAND HILLS, CA |
17,62517.6k
$971.9k |
$971.9k |
0.70% |
Unchanged |
|
| 59 |
1776 Wealth LLC
0.36% of their portfolio |
ATLANTA, GA |
17,43417.4k
$933.8k |
$933.8k |
0.36% |
Unchanged |
|
| 60 |
GTS SECURITIES LLC
0.04% of their portfolio |
NEW YORK, NY |
17,19117.2k
$948.0k |
$948.0k |
0.04% |
Added
+9.2k |
+9,181 |
| 61 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
16,95617.0k
$935.0k |
$935.0k |
0.00% |
Added
+3.9k |
+3,928 |
| 62 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
16,65616.7k
$918.5k |
$918.5k |
0.00% |
Reduced
-763 |
-763 |
| 63 |
Integrated Advisors Network LLC
0.04% of their portfolio |
DALLAS, TX |
16,54516.5k
$912.4k |
$912.4k |
0.04% |
Reduced
-100 |
-100 |
| 64 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
16,23316.2k
$836.4k |
$836.4k |
0.00% |
Added
+7.8k |
+7,839 |
| 65 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
16,17816.2k
$892.1k |
$892.1k |
0.00% |
Unchanged |
|
| 66 |
Sunbelt Securities, Inc.
0.06% of their portfolio |
HOUSTON, TX |
15,54115.5k
$857.0k |
$857.0k |
0.06% |
Added
+3.7k |
+3,705 |
| 67 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
15,28015.3k
$842.6k |
$842.6k |
0.01% |
Reduced
-980 |
-980 |
| 68 |
Tanglewood Legacy Advisors, LLC
0.32% of their portfolio |
HOUSTON, TX |
15,19015.2k
$837.7k |
$837.7k |
0.32% |
Unchanged |
|
| 69 |
Maridea Wealth Management LLC
0.13% of their portfolio |
BROOKLYN, NY |
15,14515.1k
$838.6k |
$838.6k |
0.13% |
Unchanged |
|
| 70 |
Harvest Investment Services, LLC
0.17% of their portfolio |
Oakbrook Terrace, IL |
14,95615.0k
$824.7k |
$824.7k |
0.17% |
Reduced
-4.9k |
-4,947 |
| 71 |
Focus Financial Network, Inc.
0.03% of their portfolio |
MINNEAPOLIS, MN |
14,91014.9k
$822.2k |
$822.2k |
0.03% |
Reduced
-11.6k |
-11,638 |
| 72 |
Grantvest Financial Group LLC
0.54% of their portfolio |
MATAWAN, NJ |
14,29314.3k
$788.2k |
$788.2k |
0.54% |
Reduced
-462 |
-462 |
| 73 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
14,11614.1k
$778.4k |
$778.4k |
0.01% |
Reduced
-903 |
-903 |
| 74 |
TFB Advisors LLC
0.22% of their portfolio |
OVERLAND PARK, KS |
13,45513.5k
$739.0k |
$739.0k |
0.22% |
Reduced
-214 |
-214 |
| 75 |
McCarthy & Cox
0.17% of their portfolio |
MARYSVILLE, OH |
13,14813.1k
$725.0k |
$725.0k |
0.17% |
Unchanged |
|
| 76 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
12,93312.9k
$713.4k |
$713.4k |
0.00% |
Reduced
-225 |
-225 |
| 77 |
LVZ, Inc.
0.08% of their portfolio |
Holland, MI |
12,88112.9k
$710.3k |
$710.3k |
0.08% |
Unchanged |
|
| 78 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
12,87212.9k
$709.8k |
$709.8k |
0.03% |
Added
+508 |
+508 |
| 79 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
12,76412.8k
$703.9k |
$703.9k |
0.00% |
Reduced
-1.8k |
-1,801 |
| 80 |
VestGen Investment Management
0.42% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
12,74012.7k
$702.5k |
$702.5k |
0.42% |
Added
+1.4k |
+1,404 |
| 81 |
Faithward Advisors, LLC
0.10% of their portfolio |
LANCASTER, PA |
12,48012.5k
$688.2k |
$688.2k |
0.10% |
Reduced
-5.0k |
-4,988 |
| 82 |
NEW WAVE WEALTH ADVISORS LLC
0.13% of their portfolio |
SPRINGDALE, AR |
12,15212.2k
$652.7k |
$652.7k |
0.13% |
Added
+5.8k |
+5,780 |
| 83 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
12,08412.1k
$666.0k |
$666.0k |
0.00% |
Reduced
-24.3k |
-24,260 |
| 84 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
12,03612.0k
$663.7k |
$663.7k |
0.02% |
Reduced
-439 |
-439 |
| 85 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
11,94311.9k
$658.6k |
$658.6k |
0.00% |
Reduced
-414 |
-414 |
| 86 |
AssuredPartners Investment Advisors, LLC
0.14% of their portfolio |
Tampa, FL |
11,61911.6k
$640.7k |
$640.7k |
0.14% |
Reduced
-13.1k |
-13,107 |
| 87 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
11,47811.5k
$633.0k |
$633.0k |
0.01% |
Added
+2.3k |
+2,303 |
| 88 |
Grant Street Asset Management, Inc.
0.13% of their portfolio |
CANONSBURG, PA |
11,41311.4k
$629.4k |
$629.4k |
0.13% |
Unchanged |
|
| 89 |
Sovereign Financial Group, Inc.
0.11% of their portfolio |
STAMFORD, CT |
10,68010.7k
$588.9k |
$588.9k |
0.11% |
Reduced
-130 |
-130 |
| 90 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
10,64910.6k
$587.2k |
$587.2k |
0.03% |
Reduced
-272 |
-272 |
| 91 |
WORLD EQUITY GROUP, INC.
0.13% of their portfolio |
SCHAUMBURG, IL |
10,59910.6k
$584.5k |
$584.5k |
0.13% |
Reduced
-352 |
-352 |
| 92 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
10,54510.5k
$581.5k |
$581.5k |
0.03% |
Added
+925 |
+925 |
| 93 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
10,23610.2k
$564.5k |
$564.5k |
0.00% |
Reduced
-1 |
-1 |
| 94 |
Stratos Wealth Advisors, LLC
0.03% of their portfolio |
BEACHWOOD, OH |
10,00910.0k
$551.9k |
$551.9k |
0.03% |
Reduced
-13.5k |
-13,528 |
| 95 |
First Heartland Consultants, Inc.
0.04% of their portfolio |
LAKE ST. LOUIS, MO |
9,7409.7k
$537.1k |
$537.1k |
0.04% |
Reduced
-763 |
-763 |
| 96 |
Buck Wealth Strategies, LLC
0.07% of their portfolio |
DENVER, CO |
8,8528.9k
$488.1k |
$488.1k |
0.07% |
Reduced
-1 |
-1 |
| 97 |
Signal Advisors Wealth, LLC
0.04% of their portfolio |
DETROIT, MI |
8,1368.1k
$448.7k |
$448.7k |
0.04% |
Reduced
-1.7k |
-1,660 |
| 98 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
7,9007.9k
$435.6k |
$435.6k |
0.01% |
Unchanged |
|
| 99 |
NOVEM GROUP
0.05% of their portfolio |
Rochester, NY |
7,6207.6k
$420.2k |
$420.2k |
0.05% |
Unchanged |
|
| 100 |
LEIGH BALDWIN & CO., LLC
0.24% of their portfolio |
CAZENOVIA, NY |
7,5857.6k
$418.3k |
$418.3k |
0.24% |
Unchanged |
|