| 1 |
Schorn Wealth LLC
8.50% of their portfolio |
ENGLEWOOD, FL |
504,012504.0k
$28.1m |
$28.1m |
8.50% |
Added
+2.0k |
+1,960 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
445,453445.5k
$24.9m |
$24.9m |
0.01% |
Added
+341.6k |
+341,630 |
| 3 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
396,679396.7k
$22.2m |
$22.2m |
0.02% |
Added
+126.7k |
+126,694 |
| 4 |
Rockefeller Capital Management L.P.
0.03% of their portfolio |
NEW YORK, NY |
345,258345.3k
$19.3m |
$19.3m |
0.03% |
Added
+194.3k |
+194,266 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.03% of their portfolio |
WALTHAM, MA |
332,315332.3k
$18.6m |
$18.6m |
0.03% |
Added
+60.4k |
+60,407 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
326,913326.9k
$18.3m |
$18.3m |
0.01% |
Reduced
-4.0k |
-4,032 |
| 7 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
251,507251.5k
$14.0m |
$14.0m |
0.03% |
Added
+22.8k |
+22,773 |
| 8 |
REAP Financial Group, LLC
2.73% of their portfolio |
AUSTIN, TX |
248,092248.1k
$13.9m |
$13.9m |
2.73% |
Added
+29.6k |
+29,560 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
161,929161.9k
$9.0m |
$9.0m |
0.00% |
Added
+64.6k |
+64,638 |
| 10 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
159,927159.9k
$8.9m |
$8.9m |
0.03% |
Added
+31.9k |
+31,880 |
| 11 |
Atria Investments, Inc
0.09% of their portfolio |
Charlotte, NC |
142,632142.6k
$8.0m |
$8.0m |
0.09% |
New |
|
| 12 |
STEPHENS INC /AR/
0.09% of their portfolio |
LITTLE ROCK, AR |
128,995129.0k
$7.2m |
$7.2m |
0.09% |
Reduced
-212.3k |
-212,280 |
| 13 |
CWM, LLC
0.02% of their portfolio |
OMAHA, NE |
122,277122.3k
$6.8m |
$6.8m |
0.02% |
Reduced
-130.2k |
-130,159 |
| 14 |
Stratos Investment Management, LLC
0.27% of their portfolio |
BEACHWOOD, OH |
120,879120.9k
$6.8m |
$6.8m |
0.27% |
Reduced
-4.1k |
-4,125 |
| 15 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
119,837119.8k
$6.7m |
$6.7m |
0.01% |
Added
+8.6k |
+8,593 |
| 16 |
Onyx Bridge Wealth Group LLC
0.65% of their portfolio |
TARRYTOWN, NY |
107,637107.6k
$6.0m |
$6.0m |
0.65% |
Reduced
-1.1k |
-1,114 |
| 17 |
HARBOUR INVESTMENTS, INC.
0.08% of their portfolio |
MADISON, WI |
89,25189.3k
$5.0m |
$5.0m |
0.08% |
Added
+21.7k |
+21,735 |
| 18 |
BAM Wealth Management, LLC
3.45% of their portfolio |
LAKEWOOD, CO |
82,64382.6k
$4.6m |
$4.6m |
3.45% |
New |
|
| 19 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
73,65073.7k
$4.1m |
$4.1m |
0.00% |
Reduced
-10 |
-10 |
| 20 |
Main Street Financial Solutions, LLC
0.29% of their portfolio |
NEWTOWN, PA |
69,99170.0k
$3.9m |
$3.9m |
0.29% |
Unchanged |
|
| 21 |
CreativeOne Wealth, LLC
0.09% of their portfolio |
OVERLAND PARK, KS |
69,37869.4k
$3.9m |
$3.9m |
0.09% |
Added
+51.2k |
+51,242 |
| 22 |
Keystone Wealth Services, LLC
0.79% of their portfolio |
PALM DESERT, CA |
66,41166.4k
$3.7m |
$3.7m |
0.79% |
New |
|
| 23 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
60,97661.0k
$3.4m |
$3.4m |
0.01% |
Added
+5.1k |
+5,144 |
| 24 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
56,13256.1k
$3.1m |
$3.1m |
0.01% |
Added
+15.3k |
+15,289 |
| 25 |
Horizon Investments, LLC
0.03% of their portfolio |
Charlotte, NC |
52,06252.1k
$2.9m |
$2.9m |
0.03% |
Added
+28.0k |
+27,954 |
| 26 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
47,94747.9k
$2.7m |
$2.7m |
0.00% |
Reduced
-736 |
-736 |
| 27 |
Apollon Wealth Management, LLC
0.04% of their portfolio |
MOUNT PLEASANT, SC |
46,15646.2k
$2.6m |
$2.6m |
0.04% |
Added
+55 |
+55 |
| 28 |
OLD MISSION CAPITAL LLC
0.06% of their portfolio |
CHICAGO, IL |
45,03445.0k
$2.5m |
$2.5m |
0.06% |
Added
+36.1k |
+36,143 |
| 29 |
Aptus Capital Advisors, LLC
0.02% of their portfolio |
FAIRHOPE, AL |
44,95945.0k
$2.5m |
$2.5m |
0.02% |
Reduced
-271 |
-271 |
| 30 |
Bleakley Financial Group, LLC
0.04% of their portfolio |
PARSIPPANY, NJ |
44,32144.3k
$2.5m |
$2.5m |
0.04% |
Added
+6.0k |
+5,997 |
| 31 |
Integrity Financial Corp /WA
1.17% of their portfolio |
JACKSON, WY |
42,06042.1k
$2.3m |
$2.3m |
1.17% |
Added
+9.3k |
+9,349 |
| 32 |
Regal Investment Advisors LLC
0.14% of their portfolio |
KENTWOOD, MI |
41,91141.9k
$2.3m |
$2.3m |
0.14% |
Reduced
-989 |
-989 |
| 33 |
Outlook Wealth Advisors, LLC
0.56% of their portfolio |
SHENANDOAH, TX |
41,31941.3k
$2.3m |
$2.3m |
0.56% |
Reduced
-507 |
-507 |
| 34 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
38,67238.7k
$2.2m |
$2.2m |
0.00% |
Reduced
-2.5k |
-2,550 |
| 35 |
Valtinson Bruner Financial Planning LLC
0.58% of their portfolio |
NEW BRIGHTON, MN |
37,75837.8k
$2.1m |
$2.1m |
0.58% |
Reduced
-334 |
-334 |
| 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
35,54035.5k
$2.0m |
$2.0m |
0.00% |
Added
+21.4k |
+21,447 |
| 37 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
33,07633.1k
$1.8m |
$1.8m |
0.01% |
Reduced
-745 |
-745 |
| 38 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
33,06633.1k
$1.8m |
$1.8m |
0.00% |
Added
+2.8k |
+2,766 |
| 39 |
Allworth Financial LP
0.01% of their portfolio |
FOLSOM, CA |
30,54130.5k
$1.7m |
$1.7m |
0.01% |
Reduced
-4.3k |
-4,266 |
| 40 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
27,30527.3k
$1.6m |
$1.6m |
0.09% |
Added
+2.2k |
+2,169 |
| 41 |
Fragasso Financial Advisors Inc
0.09% of their portfolio |
SEWICKLEY, PA |
26,94326.9k
$1.5m |
$1.5m |
0.09% |
Added
+9.1k |
+9,056 |
| 42 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
24,76624.8k
$1.4m |
$1.4m |
0.02% |
Added
+550 |
+550 |
| 43 |
Semus Wealth Partners LLC
0.77% of their portfolio |
Boca Raton, FL |
24,65724.7k
$1.4m |
$1.4m |
0.77% |
New |
|
| 44 |
Maltin Wealth Management, Inc.
0.51% of their portfolio |
RIDGEWOOD, NJ |
24,09124.1k
$1.3m |
$1.3m |
0.51% |
Reduced
-500 |
-500 |
| 45 |
Wealthcare Advisory Partners LLC
0.03% of their portfolio |
WEST CHESTER, PA |
23,70323.7k
$1.3m |
$1.3m |
0.03% |
Unchanged |
|
| 46 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
23,40523.4k
$1.3m |
$1.3m |
0.00% |
Added
+11.2k |
+11,214 |
| 47 |
FWG Investments, LLC.
0.82% of their portfolio |
LEXINGTON, KY |
23,02523.0k
$1.3m |
$1.3m |
0.82% |
Added
+3.6k |
+3,568 |
| 48 |
Bison Wealth, LLC
0.13% of their portfolio |
ATLANTA, GA |
22,52522.5k
$1.4m |
$1.4m |
0.13% |
Unchanged |
|
| 49 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
21,66121.7k
$1.2m |
$1.2m |
0.00% |
Added
+4.1k |
+4,105 |
| 50 |
Accel Wealth Management
0.32% of their portfolio |
WAVERLY, IA |
21,63321.6k
$1.2m |
$1.2m |
0.32% |
Added
+2.4k |
+2,405 |
| 51 |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
0.93% of their portfolio |
SPOKANE, WA |
21,18421.2k
$1.2m |
$1.2m |
0.93% |
Reduced
-250 |
-250 |
| 52 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.37% of their portfolio |
WATERLOO, IA |
21,11021.1k
$1.2m |
$1.2m |
0.37% |
Added
+681 |
+681 |
| 53 |
Marshall Financial Group, LLC
0.18% of their portfolio |
Hunt Valley, MD |
20,58020.6k
$1.1m |
$1.1m |
0.18% |
Reduced
-198 |
-198 |
| 54 |
Faithward Advisors, LLC
0.15% of their portfolio |
LANCASTER, PA |
18,96919.0k
$1.1m |
$1.1m |
0.15% |
Added
+8.3k |
+8,286 |
| 55 |
1776 Wealth LLC
0.40% of their portfolio |
ATLANTA, GA |
18,03418.0k
$1.0m |
$1.0m |
0.40% |
Added
+1.1k |
+1,100 |
| 56 |
BECK CAPITAL MANAGEMENT, LLC
0.23% of their portfolio |
AUSTIN, TX |
18,01018.0k
$1.0m |
$1.0m |
0.23% |
Reduced
-77 |
-77 |
| 57 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
17,71817.7k
$989.6k |
$989.6k |
0.01% |
Added
+12.1k |
+12,130 |
| 58 |
VestGen Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
17,66117.7k
$1.1m |
$1.1m |
0.03% |
New |
|
| 59 |
Oder Investment Management, LLC
0.76% of their portfolio |
WOODLAND HILLS, CA |
17,62517.6k
$984.4k |
$984.4k |
0.76% |
Unchanged |
|
| 60 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
17,60417.6k
$983.2k |
$983.2k |
0.01% |
Added
+2.3k |
+2,324 |
| 61 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
17,13217.1k
$956.8k |
$956.8k |
0.00% |
Added
+2.1k |
+2,054 |
| 62 |
VestGen Investment Management
0.53% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
17,06117.1k
$952.9k |
$952.9k |
0.53% |
New |
|
| 63 |
JOURNEY STRATEGIC WEALTH LLC
0.02% of their portfolio |
SUMMIT, NJ |
16,80316.8k
$938.4k |
$938.4k |
0.02% |
Unchanged |
|
| 64 |
TopTier Wealth Management, LLC
0.57% of their portfolio |
MUSKEGO, WI |
16,61116.6k
$927.7k |
$927.7k |
0.57% |
Reduced
-1.5k |
-1,513 |
| 65 |
DHJJ Financial Advisors, Ltd.
0.31% of their portfolio |
NAPERVILLE, IL |
16,51816.5k
$922.5k |
$922.5k |
0.31% |
Reduced
-1.8k |
-1,830 |
| 66 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
16,31716.3k
$911.3k |
$911.3k |
0.02% |
Reduced
-21.8k |
-21,839 |
| 67 |
Sunbelt Securities, Inc.
0.06% of their portfolio |
HOUSTON, TX |
16,06516.1k
$897.2k |
$897.2k |
0.06% |
Added
+1.0k |
+1,024 |
| 68 |
WEDBUSH SECURITIES INC
0.03% of their portfolio |
PASADENA, CA |
15,98316.0k
$893.0k |
$893.0k |
0.03% |
Added
+520 |
+520 |
| 69 |
Signal Advisors Wealth, LLC
0.06% of their portfolio |
DETROIT, MI |
15,92015.9k
$889.1k |
$889.1k |
0.06% |
Added
+12.1k |
+12,087 |
| 70 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
15,91315.9k
$888.7k |
$888.7k |
0.03% |
New |
|
| 71 |
Tanglewood Legacy Advisors, LLC
0.31% of their portfolio |
HOUSTON, TX |
15,19015.2k
$848.4k |
$848.4k |
0.31% |
Unchanged |
|
| 72 |
Harvest Investment Services, LLC
0.15% of their portfolio |
Oakbrook Terrace, IL |
15,12115.1k
$844.5k |
$844.5k |
0.15% |
Added
+255 |
+255 |
| 73 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
15,02715.0k
$845.4k |
$845.4k |
0.01% |
Reduced
-3.5k |
-3,506 |
| 74 |
Integrated Advisors Network LLC
0.04% of their portfolio |
DALLAS, TX |
14,17114.2k
$791.5k |
$791.5k |
0.04% |
Reduced
-2.3k |
-2,317 |
| 75 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
13,96614.0k
$780.0k |
$780.0k |
0.01% |
Added
+1.3k |
+1,298 |
| 76 |
Maridea Wealth Management LLC
0.11% of their portfolio |
BROOKLYN, NY |
13,70513.7k
$765.4k |
$765.4k |
0.11% |
Reduced
-1.4k |
-1,374 |
| 77 |
Oakmont Advisory Group, LLC
0.77% of their portfolio |
ALBUQUERQUE, NM |
13,56813.6k
$757.8k |
$757.8k |
0.77% |
New |
|
| 78 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
13,41313.4k
$749.1k |
$749.1k |
0.01% |
Added
+7.3k |
+7,328 |
| 79 |
Luken Investment Analytics, LLC
0.28% of their portfolio |
BRENTWOOD, TN |
13,29513.3k
$742.5k |
$742.5k |
0.28% |
Added
+8.5k |
+8,549 |
| 80 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
13,20113.2k
$737.3k |
$737.3k |
0.02% |
Added
+9.6k |
+9,635 |
| 81 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
12,96613.0k
$724.0k |
$724.0k |
0.00% |
Added
+2.7k |
+2,676 |
| 82 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
12,73812.7k
$711.4k |
$711.4k |
0.02% |
Reduced
-214 |
-214 |
| 83 |
LVZ, Inc.
0.08% of their portfolio |
Holland, MI |
12,39012.4k
$692.0k |
$692.0k |
0.08% |
Added
+889 |
+889 |
| 84 |
KINTRA WEALTH, LLC
0.05% of their portfolio |
WILLIAMSPORT, PA |
12,04012.0k
$672.4k |
$672.4k |
0.05% |
Reduced
-611 |
-611 |
| 85 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
12,03912.0k
$672.4k |
$672.4k |
0.00% |
Reduced
-19 |
-19 |
| 86 |
AssuredPartners Investment Advisors, LLC
0.07% of their portfolio |
Tampa, FL |
11,61911.6k
$655.4k |
$655.4k |
0.07% |
Unchanged |
|
| 87 |
Grant Street Asset Management, Inc.
0.12% of their portfolio |
CANONSBURG, PA |
11,41311.4k
$637.4k |
$637.4k |
0.12% |
Unchanged |
|
| 88 |
Grantvest Financial Group LLC
0.40% of their portfolio |
MATAWAN, NJ |
11,13011.1k
$621.6k |
$621.6k |
0.40% |
Reduced
-3.0k |
-3,019 |
| 89 |
McKinley Carter Wealth Services, Inc.
0.04% of their portfolio |
WHEELING, WV |
11,05911.1k
$617.6k |
$617.6k |
0.04% |
Added
+514 |
+514 |
| 90 |
WORLD EQUITY GROUP, INC.
0.16% of their portfolio |
SCHAUMBURG, IL |
11,00411.0k
$614.6k |
$614.6k |
0.16% |
New |
|
| 91 |
INSIGNEO ADVISORY SERVICES, LLC
0.04% of their portfolio |
MIAMI, FL |
10,80710.8k
$603.6k |
$603.6k |
0.04% |
New |
|
| 92 |
Sovereign Financial Group, Inc.
0.10% of their portfolio |
STAMFORD, CT |
10,59010.6k
$591.5k |
$591.5k |
0.10% |
Unchanged |
|
| 93 |
Focus Financial Network, Inc.
0.02% of their portfolio |
MINNEAPOLIS, MN |
10,54810.5k
$589.1k |
$589.1k |
0.02% |
Reduced
-1.0k |
-1,049 |
| 94 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
9,8409.8k
$549.6k |
$549.6k |
0.00% |
Reduced
-364 |
-364 |
| 95 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
9,4129.4k
$525.7k |
$525.7k |
0.08% |
Added
+707 |
+707 |
| 96 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
9,4009.4k
$525.0k |
$525.0k |
0.00% |
Added
+2.7k |
+2,688 |
| 97 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
8,7858.8k
$490.6k |
$490.6k |
0.01% |
Added
+885 |
+885 |
| 98 |
Chris Bulman Inc
0.21% of their portfolio |
ROSEVILLE, CA |
8,4638.5k
$472.7k |
$472.7k |
0.21% |
Added
+2.4k |
+2,378 |
| 99 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
8,3408.3k
$466.0k |
$466.0k |
0.00% |
Added
+1.0k |
+1,045 |
| 100 |
Benson Wealth Management INC
0.63% of their portfolio |
OOLTEWAH, TN, TN |
8,2548.3k
$461.0k |
$461.0k |
0.63% |
Reduced
-14.8k |
-14,774 |