| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
635,574635.6k
$38.8m |
$38.8m |
0.01% |
Added
+190.1k |
+190,121 |
| 2 |
Schorn Wealth LLC
7.94% of their portfolio |
ENGLEWOOD, FL |
497,888497.9k
$30.4m |
$30.4m |
7.94% |
Reduced
-6.1k |
-6,124 |
| 3 |
Rockefeller Capital Management L.P.
0.03% of their portfolio |
NEW YORK, NY |
343,704343.7k
$21.0m |
$21.0m |
0.03% |
Reduced
-1.6k |
-1,554 |
| 4 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
339,853339.9k
$20.7m |
$20.7m |
0.02% |
Reduced
-56.8k |
-56,826 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.03% of their portfolio |
WALTHAM, MA |
326,250326.2k
$19.9m |
$19.9m |
0.03% |
Reduced
-6.1k |
-6,065 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
317,106317.1k
$19.3m |
$19.3m |
0.01% |
Reduced
-9.8k |
-9,807 |
| 7 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
268,827268.8k
$16.4m |
$16.4m |
0.03% |
Added
+17.3k |
+17,320 |
| 8 |
REAP Financial Group, LLC
2.54% of their portfolio |
AUSTIN, TX |
244,262244.3k
$14.9m |
$14.9m |
2.54% |
Reduced
-3.8k |
-3,830 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
194,209194.2k
$11.8m |
$11.8m |
0.00% |
Added
+32.3k |
+32,280 |
| 10 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
134,176134.2k
$8.2m |
$8.2m |
0.03% |
Reduced
-25.8k |
-25,751 |
| 11 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
126,931126.9k
$7.7m |
$7.7m |
0.08% |
Reduced
-15.7k |
-15,701 |
| 12 |
STEPHENS INC /AR/
0.09% of their portfolio |
LITTLE ROCK, AR |
126,842126.8k
$7.7m |
$7.7m |
0.09% |
Reduced
-2.2k |
-2,153 |
| 13 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
121,668121.7k
$7.4m |
$7.4m |
0.01% |
Added
+1.8k |
+1,831 |
| 14 |
Stratos Investment Management, LLC
0.26% of their portfolio |
BEACHWOOD, OH |
119,978120.0k
$7.3m |
$7.3m |
0.26% |
Reduced
-901 |
-901 |
| 15 |
Onyx Bridge Wealth Group LLC
0.58% of their portfolio |
TARRYTOWN, NY |
105,623105.6k
$6.4m |
$6.4m |
0.58% |
Reduced
-2.0k |
-2,014 |
| 16 |
HARBOUR INVESTMENTS, INC.
0.07% of their portfolio |
MADISON, WI |
88,19888.2k
$5.4m |
$5.4m |
0.07% |
Reduced
-1.1k |
-1,053 |
| 17 |
LM Advisors LLC
0.61% of their portfolio |
SAN DIEGO, CA |
87,27687.3k
$5.3m |
$5.3m |
0.61% |
Added
+82.2k |
+82,175 |
| 18 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
73,79473.8k
$4.5m |
$4.5m |
0.00% |
Added
+144 |
+144 |
| 19 |
BAM Wealth Management, LLC
2.72% of their portfolio |
LAKEWOOD, CO |
71,16371.2k
$4.3m |
$4.3m |
2.72% |
Reduced
-11.5k |
-11,480 |
| 20 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
70,22870.2k
$4.3m |
$4.3m |
0.01% |
Added
+14.1k |
+14,096 |
| 21 |
Main Street Financial Solutions, LLC
0.27% of their portfolio |
NEWTOWN, PA |
69,99170.0k
$4.3m |
$4.3m |
0.27% |
Unchanged |
|
| 22 |
Keystone Wealth Services, LLC
0.75% of their portfolio |
PALM DESERT, CA |
66,10466.1k
$4.0m |
$4.0m |
0.75% |
Reduced
-307 |
-307 |
| 23 |
CreativeOne Wealth, LLC
0.09% of their portfolio |
OVERLAND PARK, KS |
65,73765.7k
$4.0m |
$4.0m |
0.09% |
Reduced
-3.6k |
-3,641 |
| 24 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
59,63459.6k
$3.6m |
$3.6m |
0.00% |
Reduced
-1.3k |
-1,342 |
| 25 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
47,40647.4k
$2.9m |
$2.9m |
0.00% |
Reduced
-541 |
-541 |
| 26 |
Apollon Wealth Management, LLC
0.03% of their portfolio |
MOUNT PLEASANT, SC |
46,13646.1k
$2.8m |
$2.8m |
0.03% |
Reduced
-20 |
-20 |
| 27 |
Aptus Capital Advisors, LLC
0.02% of their portfolio |
FAIRHOPE, AL |
44,95945.0k
$2.7m |
$2.7m |
0.02% |
Unchanged |
|
| 28 |
OLD MISSION CAPITAL LLC
0.07% of their portfolio |
CHICAGO, IL |
44,55344.6k
$2.7m |
$2.7m |
0.07% |
Reduced
-481 |
-481 |
| 29 |
Regal Investment Advisors LLC
0.13% of their portfolio |
KENTWOOD, MI |
41,21141.2k
$2.5m |
$2.5m |
0.13% |
Reduced
-700 |
-700 |
| 30 |
Integrity Financial Corp /WA
1.18% of their portfolio |
JACKSON, WY |
40,52640.5k
$2.5m |
$2.5m |
1.18% |
Reduced
-1.5k |
-1,534 |
| 31 |
Outlook Wealth Advisors, LLC
0.53% of their portfolio |
SHENANDOAH, TX |
40,29740.3k
$2.5m |
$2.5m |
0.53% |
Reduced
-1.0k |
-1,022 |
| 32 |
Bleakley Financial Group, LLC
0.03% of their portfolio |
PARSIPPANY, NJ |
40,10840.1k
$2.4m |
$2.4m |
0.03% |
Reduced
-4.2k |
-4,213 |
| 33 |
Valtinson Bruner Financial Planning LLC
0.58% of their portfolio |
NEW BRIGHTON, MN |
37,73737.7k
$2.3m |
$2.3m |
0.58% |
Reduced
-21 |
-21 |
| 34 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
36,61136.6k
$2.2m |
$2.2m |
0.00% |
Reduced
-2.1k |
-2,061 |
| 35 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
31,99232.0k
$2.0m |
$2.0m |
0.01% |
Reduced
-1.1k |
-1,084 |
| 36 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
31,02931.0k
$1.9m |
$1.9m |
0.00% |
Reduced
-2.0k |
-2,037 |
| 37 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
28,59428.6k
$1.7m |
$1.7m |
0.09% |
Added
+1.3k |
+1,289 |
| 38 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
28,34628.3k
$1.7m |
$1.7m |
0.00% |
Added
+6.7k |
+6,685 |
| 39 |
Horizon Investments, LLC
0.02% of their portfolio |
Charlotte, NC |
27,56627.6k
$1.7m |
$1.7m |
0.02% |
Reduced
-24.5k |
-24,496 |
| 40 |
GTS SECURITIES LLC
0.03% of their portfolio |
NEW YORK, NY |
26,00726.0k
$1.6m |
$1.6m |
0.03% |
New |
|
| 41 |
FWG Investments, LLC.
0.82% of their portfolio |
LEXINGTON, KY |
25,56425.6k
$1.6m |
$1.6m |
0.82% |
Added
+2.5k |
+2,539 |
| 42 |
Strategic Blueprint, LLC
0.08% of their portfolio |
ATLANTA, GA |
25,01225.0k
$1.5m |
$1.5m |
0.08% |
Added
+17.1k |
+17,071 |
| 43 |
Semus Wealth Partners LLC
0.73% of their portfolio |
Boca Raton, FL |
24,65724.7k
$1.5m |
$1.5m |
0.73% |
Unchanged |
|
| 44 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
24,43924.4k
$1.5m |
$1.5m |
0.01% |
Added
+19.8k |
+19,754 |
| 45 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
24,16724.2k
$1.5m |
$1.5m |
0.00% |
Reduced
-11.4k |
-11,373 |
| 46 |
Maltin Wealth Management, Inc.
0.49% of their portfolio |
RIDGEWOOD, NJ |
24,09124.1k
$1.5m |
$1.5m |
0.49% |
Unchanged |
|
| 47 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
23,92923.9k
$1.5m |
$1.5m |
0.00% |
Added
+524 |
+524 |
| 48 |
Wealthcare Advisory Partners LLC
0.03% of their portfolio |
WEST CHESTER, PA |
23,70323.7k
$1.4m |
$1.4m |
0.03% |
Unchanged |
|
| 49 |
Fragasso Financial Advisors Inc
0.08% of their portfolio |
SEWICKLEY, PA |
23,51223.5k
$1.4m |
$1.4m |
0.08% |
Reduced
-3.4k |
-3,431 |
| 50 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
22,85122.9k
$1.4m |
$1.4m |
0.02% |
Reduced
-1.9k |
-1,915 |
| 51 |
Bison Wealth, LLC
0.13% of their portfolio |
ATLANTA, GA |
22,52522.5k
$1.4m |
$1.4m |
0.13% |
Unchanged |
|
| 52 |
Allworth Financial LP
0.01% of their portfolio |
FOLSOM, CA |
22,45722.5k
$1.4m |
$1.4m |
0.01% |
Reduced
-8.1k |
-8,084 |
| 53 |
Accel Wealth Management
0.30% of their portfolio |
WAVERLY, IA |
21,53321.5k
$1.3m |
$1.3m |
0.30% |
Reduced
-100 |
-100 |
| 54 |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
0.86% of their portfolio |
SPOKANE, WA |
20,98421.0k
$1.3m |
$1.3m |
0.86% |
Reduced
-200 |
-200 |
| 55 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
20,83920.8k
$1.3m |
$1.3m |
0.01% |
Added
+3.1k |
+3,121 |
| 56 |
Marshall Financial Group, LLC
0.18% of their portfolio |
Hunt Valley, MD |
20,59920.6k
$1.3m |
$1.3m |
0.18% |
Added
+19 |
+19 |
| 57 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.35% of their portfolio |
WATERLOO, IA |
20,31820.3k
$1.2m |
$1.2m |
0.35% |
Reduced
-792 |
-792 |
| 58 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
19,00419.0k
$1.2m |
$1.2m |
0.02% |
Added
+12.0k |
+12,045 |
| 59 |
Faithward Advisors, LLC
0.14% of their portfolio |
LANCASTER, PA |
18,68318.7k
$1.1m |
$1.1m |
0.14% |
Reduced
-286 |
-286 |
| 60 |
BECK CAPITAL MANAGEMENT, LLC
0.21% of their portfolio |
AUSTIN, TX |
18,47718.5k
$1.1m |
$1.1m |
0.21% |
Added
+467 |
+467 |
| 61 |
1776 Wealth LLC
0.39% of their portfolio |
ATLANTA, GA |
18,03418.0k
$1.1m |
$1.1m |
0.39% |
Unchanged |
|
| 62 |
FIDUCIARY FINANCIAL ADVISORS
0.11% of their portfolio |
GRAND RAPIDS, MI |
17,78617.8k
$1.1m |
$1.1m |
0.11% |
New |
|
| 63 |
Oder Investment Management, LLC
0.72% of their portfolio |
WOODLAND HILLS, CA |
17,62517.6k
$1.1m |
$1.1m |
0.72% |
Unchanged |
|
| 64 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
17,14317.1k
$1.0m |
$1.0m |
0.01% |
Added
+2.1k |
+2,116 |
| 65 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
17,11817.1k
$1.0m |
$1.0m |
0.00% |
Reduced
-14 |
-14 |
| 66 |
DHJJ Financial Advisors, Ltd.
0.29% of their portfolio |
NAPERVILLE, IL |
16,51016.5k
$1.0m |
$1.0m |
0.29% |
Reduced
-8 |
-8 |
| 67 |
TopTier Wealth Management, LLC
0.60% of their portfolio |
MUSKEGO, WI |
16,28016.3k
$992.8k |
$992.8k |
0.60% |
Reduced
-331 |
-331 |
| 68 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
16,03616.0k
$977.9k |
$977.9k |
0.00% |
Reduced
-1.6k |
-1,568 |
| 69 |
VestGen Investment Management
0.52% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
16,03316.0k
$977.7k |
$977.7k |
0.52% |
Reduced
-1.0k |
-1,028 |
| 70 |
VestGen Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
16,03316.0k
$977.7k |
$977.7k |
0.03% |
Reduced
-1.6k |
-1,628 |
| 71 |
Signal Advisors Wealth, LLC
0.05% of their portfolio |
DETROIT, MI |
15,90415.9k
$969.8k |
$969.8k |
0.05% |
Reduced
-16 |
-16 |
| 72 |
Harvest Investment Services, LLC
0.15% of their portfolio |
Oakbrook Terrace, IL |
15,64615.6k
$954.1k |
$954.1k |
0.15% |
Added
+525 |
+525 |
| 73 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
15,54615.5k
$948.0k |
$948.0k |
0.01% |
Added
+1.6k |
+1,580 |
| 74 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
15,40415.4k
$939.3k |
$939.3k |
0.02% |
Reduced
-913 |
-913 |
| 75 |
WEDBUSH SECURITIES INC
0.02% of their portfolio |
PASADENA, CA |
15,19415.2k
$927.0k |
$927.0k |
0.02% |
Reduced
-789 |
-789 |
| 76 |
Tanglewood Legacy Advisors, LLC
0.30% of their portfolio |
HOUSTON, TX |
15,01015.0k
$915.3k |
$915.3k |
0.30% |
Reduced
-180 |
-180 |
| 77 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
14,62114.6k
$891.6k |
$891.6k |
0.03% |
Reduced
-1.3k |
-1,292 |
| 78 |
Oakmont Advisory Group, LLC
0.73% of their portfolio |
ALBUQUERQUE, NM |
14,27914.3k
$870.7k |
$870.7k |
0.73% |
Added
+711 |
+711 |
| 79 |
Integrated Advisors Network LLC
0.04% of their portfolio |
DALLAS, TX |
13,80513.8k
$841.8k |
$841.8k |
0.04% |
Reduced
-366 |
-366 |
| 80 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
13,41413.4k
$818.0k |
$818.0k |
0.00% |
Added
+448 |
+448 |
| 81 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
13,30213.3k
$808.0k |
$808.0k |
0.00% |
New |
|
| 82 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
13,03913.0k
$795.1k |
$795.1k |
0.02% |
Added
+301 |
+301 |
| 83 |
Luken Investment Analytics, LLC
0.27% of their portfolio |
BRENTWOOD, TN |
12,82412.8k
$782.0k |
$782.0k |
0.27% |
Reduced
-471 |
-471 |
| 84 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
12,42212.4k
$757.5k |
$757.5k |
0.01% |
Reduced
-991 |
-991 |
| 85 |
LVZ, Inc.
0.08% of their portfolio |
Holland, MI |
12,39012.4k
$755.5k |
$755.5k |
0.08% |
Unchanged |
|
| 86 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
12,19412.2k
$743.6k |
$743.6k |
0.01% |
Reduced
-1.0k |
-1,007 |
| 87 |
KINTRA WEALTH, LLC
0.04% of their portfolio |
WILLIAMSPORT, PA |
12,04012.0k
$751.8k |
$751.8k |
0.04% |
Unchanged |
|
| 88 |
AssuredPartners Investment Advisors, LLC
0.07% of their portfolio |
Tampa, FL |
11,61911.6k
$708.5k |
$708.5k |
0.07% |
Unchanged |
|
| 89 |
Grant Street Asset Management, Inc.
0.11% of their portfolio |
CANONSBURG, PA |
11,41311.4k
$696.0k |
$696.0k |
0.11% |
Unchanged |
|
| 90 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
11,23411.2k
$685.0k |
$685.0k |
0.30% |
Added
+3.8k |
+3,766 |
| 91 |
Grantvest Financial Group LLC
0.39% of their portfolio |
MATAWAN, NJ |
11,09111.1k
$676.3k |
$676.3k |
0.39% |
Reduced
-39 |
-39 |
| 92 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
11,05911.1k
$674.4k |
$674.4k |
0.03% |
Unchanged |
|
| 93 |
INSIGNEO ADVISORY SERVICES, LLC
0.02% of their portfolio |
MIAMI, FL |
10,80710.8k
$659.0k |
$659.0k |
0.02% |
Unchanged |
|
| 94 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
10,68910.7k
$651.8k |
$651.8k |
0.00% |
Reduced
-1.4k |
-1,350 |
| 95 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
10,58510.6k
$645.8k |
$645.8k |
0.00% |
Added
+2.2k |
+2,245 |
| 96 |
Sovereign Financial Group, Inc.
0.09% of their portfolio |
STAMFORD, CT |
9,9489.9k
$606.6k |
$606.6k |
0.09% |
Reduced
-642 |
-642 |
| 97 |
Maridea Wealth Management LLC
0.06% of their portfolio |
BROOKLYN, NY |
9,5099.5k
$579.8k |
$579.8k |
0.06% |
Reduced
-4.2k |
-4,196 |
| 98 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
9,4849.5k
$578.3k |
$578.3k |
0.00% |
Reduced
-356 |
-356 |
| 99 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
9,3649.4k
$571.0k |
$571.0k |
0.00% |
Reduced
-36 |
-36 |
| 100 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
9,3469.3k
$569.9k |
$569.9k |
0.08% |
Reduced
-66 |
-66 |