| 1 |
Schorn Wealth LLC
8.63% of their portfolio |
ENGLEWOOD, FL |
502,052502.1k
$28.4m |
$28.4m |
8.63% |
Reduced
-3.3k |
-3,256 |
| 2 |
STEPHENS INC /AR/
0.24% of their portfolio |
LITTLE ROCK, AR |
341,275341.3k
$19.3m |
$19.3m |
0.24% |
Reduced
-119.2k |
-119,238 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
330,945330.9k
$18.7m |
$18.7m |
0.01% |
Reduced
-5.1k |
-5,101 |
| 4 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
271,908271.9k
$15.4m |
$15.4m |
0.02% |
Reduced
-14.1k |
-14,059 |
| 5 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
269,985270.0k
$15.3m |
$15.3m |
0.02% |
Reduced
-177.9k |
-177,912 |
| 6 |
CWM, LLC
0.04% of their portfolio |
OMAHA, NE |
252,436252.4k
$14.3m |
$14.3m |
0.04% |
Reduced
-72.6k |
-72,632 |
| 7 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
228,734228.7k
$13.0m |
$13.0m |
0.03% |
Added
+30.0k |
+29,996 |
| 8 |
REAP Financial Group, LLC
2.51% of their portfolio |
AUSTIN, TX |
218,532218.5k
$12.4m |
$12.4m |
2.51% |
Reduced
-1.7k |
-1,680 |
| 9 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
150,992151.0k
$8.5m |
$8.5m |
0.02% |
Added
+103.8k |
+103,768 |
| 10 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
128,047128.0k
$7.3m |
$7.3m |
0.03% |
Added
+4.4k |
+4,396 |
| 11 |
Stratos Investment Management, LLC
0.28% of their portfolio |
BEACHWOOD, OH |
125,004125.0k
$7.1m |
$7.1m |
0.28% |
Added
+5.3k |
+5,263 |
| 12 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
111,244111.2k
$6.3m |
$6.3m |
0.01% |
Reduced
-71.1k |
-71,070 |
| 13 |
Onyx Bridge Wealth Group LLC
0.65% of their portfolio |
TARRYTOWN, NY |
108,751108.8k
$6.2m |
$6.2m |
0.65% |
Reduced
-1.2k |
-1,190 |
| 14 |
Great Diamond Partners, LLC
1.15% of their portfolio |
Portland, ME |
105,319105.3k
$6.0m |
$6.0m |
1.15% |
Reduced
-5.2k |
-5,151 |
| 15 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
103,823103.8k
$5.9m |
$5.9m |
0.00% |
Reduced
-317.5k |
-317,498 |
| 16 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
97,29197.3k
$5.5m |
$5.5m |
0.00% |
Added
+7.7k |
+7,740 |
| 17 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
73,66073.7k
$4.2m |
$4.2m |
0.00% |
Unchanged |
|
| 18 |
Main Street Financial Solutions, LLC
0.30% of their portfolio |
NEWTOWN, PA |
69,99170.0k
$4.0m |
$4.0m |
0.30% |
Unchanged |
|
| 19 |
HARBOUR INVESTMENTS, INC.
0.08% of their portfolio |
MADISON, WI |
67,51667.5k
$3.8m |
$3.8m |
0.08% |
Reduced
-18.1k |
-18,111 |
| 20 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
55,83255.8k
$3.2m |
$3.2m |
0.01% |
Reduced
-1.6k |
-1,612 |
| 21 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
48,68348.7k
$2.8m |
$2.8m |
0.00% |
Added
+1.8k |
+1,804 |
| 22 |
Apollon Wealth Management, LLC
0.05% of their portfolio |
MOUNT PLEASANT, SC |
46,10146.1k
$2.6m |
$2.6m |
0.05% |
Reduced
-7.1k |
-7,082 |
| 23 |
Aptus Capital Advisors, LLC
0.02% of their portfolio |
FAIRHOPE, AL |
45,23045.2k
$2.6m |
$2.6m |
0.02% |
Added
+39.3k |
+39,292 |
| 24 |
Regal Investment Advisors LLC
0.15% of their portfolio |
KENTWOOD, MI |
42,90042.9k
$2.4m |
$2.4m |
0.15% |
Reduced
-32.0k |
-31,986 |
| 25 |
Outlook Wealth Advisors, LLC
0.54% of their portfolio |
SHENANDOAH, TX |
41,82641.8k
$2.4m |
$2.4m |
0.54% |
Unchanged |
|
| 26 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
41,22241.2k
$2.3m |
$2.3m |
0.00% |
Reduced
-4.0k |
-3,971 |
| 27 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
40,84340.8k
$2.3m |
$2.3m |
0.01% |
Added
+11.0k |
+10,990 |
| 28 |
Bleakley Financial Group, LLC
0.04% of their portfolio |
PARSIPPANY, NJ |
38,32438.3k
$2.2m |
$2.2m |
0.04% |
Reduced
-265 |
-265 |
| 29 |
MGO ONE SEVEN LLC
0.04% of their portfolio |
Beachwood, OH |
38,15638.2k
$2.2m |
$2.2m |
0.04% |
Reduced
-4.3k |
-4,344 |
| 30 |
Valtinson Bruner Financial Planning LLC
0.62% of their portfolio |
NEW BRIGHTON, MN |
38,09238.1k
$2.2m |
$2.2m |
0.62% |
Reduced
-162 |
-162 |
| 31 |
Allworth Financial LP
0.01% of their portfolio |
FOLSOM, CA |
34,80734.8k
$2.0m |
$2.0m |
0.01% |
Reduced
-9.5k |
-9,481 |
| 32 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
33,82133.8k
$1.9m |
$1.9m |
0.01% |
Reduced
-450 |
-450 |
| 33 |
Integrity Financial Corp /WA
0.94% of their portfolio |
JACKSON, WY |
32,71132.7k
$1.9m |
$1.9m |
0.94% |
Reduced
-4.1k |
-4,127 |
| 34 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
30,30030.3k
$1.7m |
$1.7m |
0.00% |
Reduced
-1.2k |
-1,200 |
| 35 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
25,13625.1k
$1.4m |
$1.4m |
0.08% |
Added
+2.8k |
+2,761 |
| 36 |
Strategic Blueprint, LLC
0.08% of their portfolio |
ATLANTA, GA |
25,07125.1k
$1.4m |
$1.4m |
0.08% |
Added
+2.4k |
+2,408 |
| 37 |
Maltin Wealth Management, Inc.
0.55% of their portfolio |
RIDGEWOOD, NJ |
24,59124.6k
$1.4m |
$1.4m |
0.55% |
Reduced
-356 |
-356 |
| 38 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
24,21624.2k
$1.4m |
$1.4m |
0.02% |
Unchanged |
|
| 39 |
Horizon Investments, LLC
0.02% of their portfolio |
Charlotte, NC |
24,10824.1k
$1.4m |
$1.4m |
0.02% |
Added
+2.8k |
+2,761 |
| 40 |
Wealthcare Advisory Partners LLC
0.03% of their portfolio |
WEST CHESTER, PA |
23,70323.7k
$1.3m |
$1.3m |
0.03% |
Unchanged |
|
| 41 |
Skyview Financial Group LLC
1.36% of their portfolio |
PONTE VEDRA BEACH, FL |
23,24023.2k
$1.3m |
$1.3m |
1.36% |
First filing |
|
| 42 |
Benson Wealth Management INC
1.45% of their portfolio |
OOLTEWAH, TN, TN |
23,02823.0k
$1.3m |
$1.3m |
1.45% |
First filing |
|
| 43 |
Bison Wealth, LLC
0.14% of their portfolio |
ATLANTA, GA |
22,52522.5k
$1.3m |
$1.3m |
0.14% |
New |
|
| 44 |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
1.02% of their portfolio |
SPOKANE, WA |
21,43421.4k
$1.2m |
$1.2m |
1.02% |
First filing |
|
| 45 |
Marshall Financial Group, LLC
0.23% of their portfolio |
Hunt Valley, MD |
20,77820.8k
$1.2m |
$1.2m |
0.23% |
Reduced
-2.2k |
-2,197 |
| 46 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.37% of their portfolio |
WATERLOO, IA |
20,42920.4k
$1.2m |
$1.2m |
0.37% |
Added
+249 |
+249 |
| 47 |
FWG Investments, LLC.
0.70% of their portfolio |
LEXINGTON, KY |
19,45719.5k
$1.1m |
$1.1m |
0.70% |
Reduced
-2.7k |
-2,682 |
| 48 |
Accel Wealth Management
0.30% of their portfolio |
WAVERLY, IA |
19,22819.2k
$1.1m |
$1.1m |
0.30% |
Unchanged |
|
| 49 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
18,53318.5k
$1.0m |
$1.0m |
0.01% |
Reduced
-2.5k |
-2,471 |
| 50 |
DHJJ Financial Advisors, Ltd.
0.35% of their portfolio |
NAPERVILLE, IL |
18,34818.3k
$1.0m |
$1.0m |
0.35% |
Reduced
-275 |
-275 |
| 51 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
18,13618.1k
$1.0m |
$1.0m |
0.02% |
Reduced
-43.0k |
-43,027 |
| 52 |
TopTier Wealth Management, LLC
0.70% of their portfolio |
MUSKEGO, WI |
18,12418.1k
$1.0m |
$1.0m |
0.70% |
First filing |
|
| 53 |
BECK CAPITAL MANAGEMENT, LLC
0.24% of their portfolio |
AUSTIN, TX |
18,08718.1k
$1.0m |
$1.0m |
0.24% |
Reduced
-903 |
-903 |
| 54 |
Fragasso Financial Advisors Inc
0.06% of their portfolio |
SEWICKLEY, PA |
17,88717.9k
$1.0m |
$1.0m |
0.06% |
Reduced
-85 |
-85 |
| 55 |
Oder Investment Management, LLC
0.72% of their portfolio |
WOODLAND HILLS, CA |
17,62517.6k
$997.9k |
$997.9k |
0.72% |
Unchanged |
|
| 56 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
17,55617.6k
$994.0k |
$994.0k |
0.00% |
Added
+900 |
+900 |
| 57 |
1776 Wealth LLC
0.36% of their portfolio |
ATLANTA, GA |
16,93416.9k
$958.8k |
$958.8k |
0.36% |
Reduced
-500 |
-500 |
| 58 |
JOURNEY STRATEGIC WEALTH LLC
0.03% of their portfolio |
SUMMIT, NJ |
16,80316.8k
$951.4k |
$951.4k |
0.03% |
Reduced
-1.4k |
-1,413 |
| 59 |
Integrated Advisors Network LLC
0.04% of their portfolio |
DALLAS, TX |
16,48816.5k
$933.6k |
$933.6k |
0.04% |
Reduced
-57 |
-57 |
| 60 |
WEDBUSH SECURITIES INC
0.03% of their portfolio |
PASADENA, CA |
15,46315.5k
$876.0k |
$876.0k |
0.03% |
Reduced
-2.2k |
-2,201 |
| 61 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
15,28015.3k
$865.2k |
$865.2k |
0.01% |
Unchanged |
|
| 62 |
Tanglewood Legacy Advisors, LLC
0.32% of their portfolio |
HOUSTON, TX |
15,19015.2k
$860.1k |
$860.1k |
0.32% |
Unchanged |
|
| 63 |
Maridea Wealth Management LLC
0.13% of their portfolio |
BROOKLYN, NY |
15,07915.1k
$853.8k |
$853.8k |
0.13% |
Reduced
-66 |
-66 |
| 64 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
15,07815.1k
$853.7k |
$853.7k |
0.00% |
Reduced
-1.1k |
-1,100 |
| 65 |
Sunbelt Securities, Inc.
0.06% of their portfolio |
HOUSTON, TX |
15,04115.0k
$851.6k |
$851.6k |
0.06% |
Reduced
-500 |
-500 |
| 66 |
Harvest Investment Services, LLC
0.16% of their portfolio |
Oakbrook Terrace, IL |
14,86614.9k
$841.7k |
$841.7k |
0.16% |
Reduced
-90 |
-90 |
| 67 |
Grantvest Financial Group LLC
0.51% of their portfolio |
MATAWAN, NJ |
14,14914.1k
$801.1k |
$801.1k |
0.51% |
Reduced
-144 |
-144 |
| 68 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
14,09314.1k
$797.9k |
$797.9k |
0.00% |
Added
+10.2k |
+10,168 |
| 69 |
TFB Advisors LLC
0.21% of their portfolio |
OVERLAND PARK, KS |
13,17013.2k
$745.7k |
$745.7k |
0.21% |
Reduced
-285 |
-285 |
| 70 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
12,95213.0k
$733.3k |
$733.3k |
0.03% |
Added
+80 |
+80 |
| 71 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
12,66812.7k
$717.3k |
$717.3k |
0.01% |
Added
+1.2k |
+1,190 |
| 72 |
KINTRA WEALTH, LLC
0.10% of their portfolio |
WILLIAMSPORT, PA |
12,65112.7k
$716.3k |
$716.3k |
0.10% |
New |
|
| 73 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
12,47212.5k
$710.4k |
$710.4k |
0.00% |
Reduced
-461 |
-461 |
| 74 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
12,19112.2k
$690.3k |
$690.3k |
0.00% |
Added
+248 |
+248 |
| 75 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
12,05812.1k
$682.7k |
$682.7k |
0.00% |
Reduced
-706 |
-706 |
| 76 |
AssuredPartners Investment Advisors, LLC
0.10% of their portfolio |
Tampa, FL |
11,61911.6k
$657.9k |
$657.9k |
0.10% |
Unchanged |
|
| 77 |
Focus Financial Network, Inc.
0.02% of their portfolio |
MINNEAPOLIS, MN |
11,59711.6k
$656.6k |
$656.6k |
0.02% |
Reduced
-3.3k |
-3,313 |
| 78 |
LVZ, Inc.
0.07% of their portfolio |
Holland, MI |
11,50111.5k
$651.2k |
$651.2k |
0.07% |
Reduced
-1.4k |
-1,380 |
| 79 |
Grant Street Asset Management, Inc.
0.13% of their portfolio |
CANONSBURG, PA |
11,41311.4k
$646.2k |
$646.2k |
0.13% |
Unchanged |
|
| 80 |
Faithward Advisors, LLC
0.09% of their portfolio |
LANCASTER, PA |
10,68310.7k
$604.9k |
$604.9k |
0.09% |
Reduced
-1.8k |
-1,797 |
| 81 |
Sovereign Financial Group, Inc.
0.11% of their portfolio |
STAMFORD, CT |
10,59010.6k
$599.6k |
$599.6k |
0.11% |
Reduced
-90 |
-90 |
| 82 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
10,54510.5k
$597.1k |
$597.1k |
0.03% |
Unchanged |
|
| 83 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
10,29010.3k
$583.0k |
$583.0k |
0.00% |
Reduced
-1.8k |
-1,794 |
| 84 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
10,20410.2k
$577.8k |
$577.8k |
0.00% |
Reduced
-32 |
-32 |
| 85 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
10,15310.2k
$574.9k |
$574.9k |
0.02% |
Reduced
-496 |
-496 |
| 86 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
9,6019.6k
$543.6k |
$543.6k |
0.00% |
Reduced
-7.4k |
-7,355 |
| 87 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
8,8918.9k
$503.4k |
$503.4k |
0.02% |
Reduced
-16.1k |
-16,059 |
| 88 |
Keating Financial Advisory Services, Inc.
0.07% of their portfolio |
MANHATTAN, KS |
8,7058.7k
$492.9k |
$492.9k |
0.07% |
First filing |
|
| 89 |
Buck Wealth Strategies, LLC
0.06% of their portfolio |
DENVER, CO |
8,3388.3k
$472.1k |
$472.1k |
0.06% |
Reduced
-514 |
-514 |
| 90 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
7,9007.9k
$447.3k |
$447.3k |
0.01% |
Unchanged |
|
| 91 |
NOVEM GROUP
0.05% of their portfolio |
Rochester, NY |
7,6207.6k
$431.4k |
$431.4k |
0.05% |
Unchanged |
|
| 92 |
LEIGH BALDWIN & CO., LLC
0.28% of their portfolio |
CAZENOVIA, NY |
7,5857.6k
$429.0k |
$429.0k |
0.28% |
Unchanged |
|
| 93 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
7,5827.6k
$429.3k |
$429.3k |
0.01% |
Unchanged |
|
| 94 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
7,2957.3k
$413.0k |
$413.0k |
0.00% |
Unchanged |
|
| 95 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
6,7126.7k
$380.0k |
$380.0k |
0.00% |
Reduced
-9.5k |
-9,521 |
| 96 |
Crusonia Wealth Advisors LLC
0.08% of their portfolio |
DENVER, CO |
6,7116.7k
$380.0k |
$380.0k |
0.08% |
First filing |
|
| 97 |
SOA Wealth Advisors, LLC.
0.06% of their portfolio |
NEW YORK, NY |
6,5796.6k
$372.5k |
$372.5k |
0.06% |
Unchanged |
|
| 98 |
BROWN ADVISORY INC
0.00% of their portfolio |
BALTIMORE, MD |
6,5366.5k
$370.1k |
$370.1k |
0.00% |
Unchanged |
|
| 99 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
6,4056.4k
$362.7k |
$362.7k |
0.01% |
Added
+1.6k |
+1,561 |
| 100 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
6,1636.2k
$348.9k |
$348.9k |
0.02% |
Unchanged |
|