| 1 |
Advance Capital Management, Inc.
0.70% of their portfolio |
SOUTHFIELD, MI |
431,637431.6k
$21.8m |
$21.8m |
0.70% |
Added
+8.5k |
+8,535 |
| 2 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
237,132237.1k
$12.0m |
$12.0m |
0.01% |
Added
+13.4k |
+13,418 |
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
217,664217.7k
$11.0m |
$11.0m |
0.00% |
Added
+63.5k |
+63,485 |
| 4 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
176,888176.9k
$8.9m |
$8.9m |
0.01% |
Added
+2.9k |
+2,900 |
| 5 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
154,220154.2k
$7.8m |
$7.8m |
0.01% |
Reduced
-15.5k |
-15,546 |
| 6 |
Spectrum Asset Management, Inc. (NB/CA)
1.96% of their portfolio |
NEWPORT BEACH, CA |
139,879139.9k
$7.1m |
$7.1m |
1.96% |
Reduced
-4.1k |
-4,137 |
| 7 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
123,312123.3k
$6.2m |
$6.2m |
0.00% |
Added
+38.6k |
+38,573 |
| 8 |
UPTICK PARTNERS, LLC
0.95% of their portfolio |
NACOGDOCHES, TX |
121,216121.2k
$6.1m |
$6.1m |
0.95% |
Added
+10.7k |
+10,704 |
| 9 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
112,772112.8k
$5.7m |
$5.7m |
0.02% |
Reduced
-17.2k |
-17,236 |
| 10 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
90,15790.2k
$4.6m |
$4.6m |
0.01% |
Reduced
-2.2k |
-2,231 |
| 11 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
83,33183.3k
$4.2m |
$4.2m |
0.01% |
Reduced
-3.5k |
-3,517 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
82,19582.2k
$4.2m |
$4.2m |
0.00% |
Reduced
-4.5k |
-4,526 |
| 13 |
HARBOUR INVESTMENTS, INC.
0.06% of their portfolio |
MADISON, WI |
81,51181.5k
$4.1m |
$4.1m |
0.06% |
Reduced
-575 |
-575 |
| 14 |
FOUNDERS FINANCIAL SECURITIES LLC
0.20% of their portfolio |
TOWSON, MD |
78,26878.3k
$4.0m |
$4.0m |
0.20% |
Added
+8.5k |
+8,545 |
| 15 |
Horizon Investments, LLC
0.04% of their portfolio |
Charlotte, NC |
77,10877.1k
$3.9m |
$3.9m |
0.04% |
Reduced
-57.6k |
-57,614 |
| 16 |
BEACON FINANCIAL GROUP
0.34% of their portfolio |
DALLAS, TX |
74,49474.5k
$3.8m |
$3.8m |
0.34% |
Reduced
-2.4k |
-2,440 |
| 17 |
LifeWealth Investments, LLC
0.88% of their portfolio |
WINTER GARDEN, FL |
65,24765.2k
$3.3m |
$3.3m |
0.88% |
Reduced
-116 |
-116 |
| 18 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
59,84659.8k
$3.0m |
$3.0m |
0.01% |
Unchanged |
|
| 19 |
Tanglewood Legacy Advisors, LLC
0.84% of their portfolio |
HOUSTON, TX |
51,60751.6k
$2.6m |
$2.6m |
0.84% |
Reduced
-1.6k |
-1,602 |
| 20 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
48,62548.6k
$2.5m |
$2.5m |
0.01% |
Added
+12.1k |
+12,065 |
| 21 |
Mutual Advisors, LLC
0.04% of their portfolio |
OMAHA, NE |
43,99544.0k
$2.2m |
$2.2m |
0.04% |
Reduced
-476 |
-476 |
| 22 |
REAP Financial Group, LLC
0.37% of their portfolio |
AUSTIN, TX |
42,69342.7k
$2.2m |
$2.2m |
0.37% |
Reduced
-12.7k |
-12,714 |
| 23 |
PRECEDENT WEALTH PARTNERS, LLC
0.34% of their portfolio |
HOUSTON, TX |
40,70140.7k
$2.1m |
$2.1m |
0.34% |
Added
+511 |
+511 |
| 24 |
Gerber Kawasaki Wealth & Investment Management
0.05% of their portfolio |
SANTA MONICA, CA |
40,25540.3k
$2.0m |
$2.0m |
0.05% |
Unchanged |
|
| 25 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
37,27237.3k
$1.9m |
$1.9m |
0.00% |
Reduced
-5.2k |
-5,242 |
| 26 |
Wood Tarver Financial Group, LLC
0.43% of their portfolio |
BOISE, ID |
36,16036.2k
$1.8m |
$1.8m |
0.43% |
Reduced
-1.2k |
-1,209 |
| 27 |
MGO ONE SEVEN LLC
0.03% of their portfolio |
Beachwood, OH |
35,49235.5k
$1.8m |
$1.8m |
0.03% |
Reduced
-2.7k |
-2,715 |
| 28 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
34,59834.6k
$1.7m |
$1.7m |
0.00% |
Added
+6.2k |
+6,154 |
| 29 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
33,64833.6k
$1.7m |
$1.7m |
0.00% |
Reduced
-1.1k |
-1,095 |
| 30 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
32,91632.9k
$1.7m |
$1.7m |
0.03% |
Added
+19.7k |
+19,669 |
| 31 |
Keystone Wealth Services, LLC
0.31% of their portfolio |
PALM DESERT, CA |
32,89632.9k
$1.7m |
$1.7m |
0.31% |
Added
+730 |
+730 |
| 32 |
SMART Wealth LLC
0.33% of their portfolio |
Omaha, NE |
30,53730.5k
$1.5m |
$1.5m |
0.33% |
Reduced
-19.8k |
-19,823 |
| 33 |
Camelot Portfolios, LLC
1.09% of their portfolio |
Maumee, OH |
30,41430.4k
$1.5m |
$1.5m |
1.09% |
Reduced
-629 |
-629 |
| 34 |
Ignite Planners, LLC
0.20% of their portfolio |
SAN CLEMENTE, CA |
29,25829.3k
$1.5m |
$1.5m |
0.20% |
Reduced
-6.7k |
-6,665 |
| 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
28,87028.9k
$1.5m |
$1.5m |
0.00% |
Reduced
-7.0k |
-6,989 |
| 36 |
Bluespring Wealth Management, LLC
0.03% of their portfolio |
AUSTIN, TX |
28,84028.8k
$1.5m |
$1.5m |
0.03% |
New |
|
| 37 |
GTS SECURITIES LLC
0.03% of their portfolio |
NEW YORK, NY |
26,39926.4k
$1.3m |
$1.3m |
0.03% |
New |
|
| 38 |
Kovack Advisors, Inc.
0.06% of their portfolio |
FT. LAUDERDALE, FL |
25,80525.8k
$1.3m |
$1.3m |
0.06% |
Added
+672 |
+672 |
| 39 |
Integrity Financial Corp /WA
0.59% of their portfolio |
JACKSON, WY |
24,23324.2k
$1.2m |
$1.2m |
0.59% |
Reduced
-112 |
-112 |
| 40 |
Madrona Financial Services, LLC
0.20% of their portfolio |
EVERETT, WA |
21,53321.5k
$1.1m |
$1.1m |
0.20% |
Unchanged |
|
| 41 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
20,42320.4k
$1.0m |
$1.0m |
0.00% |
Reduced
-740 |
-740 |
| 42 |
CENTAURUS FINANCIAL, INC.
0.04% of their portfolio |
ANAHEIM, CA |
19,85619.9k
$1.0m |
$1.0m |
0.04% |
Added
+226 |
+226 |
| 43 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
18,69718.7k
$941.3k |
$941.3k |
0.00% |
Added
+17.9k |
+17,851 |
| 44 |
MONEY CONCEPTS CAPITAL CORP
0.04% of their portfolio |
PALM BEACH GARDENS, FL |
18,55418.6k
$936.8k |
$936.8k |
0.04% |
Reduced
-2 |
-2 |
| 45 |
Buck Wealth Strategies, LLC
0.09% of their portfolio |
DENVER, CO |
17,71417.7k
$894.4k |
$894.4k |
0.09% |
Unchanged |
|
| 46 |
WEDBUSH SECURITIES INC
0.02% of their portfolio |
PASADENA, CA |
17,52517.5k
$885.0k |
$885.0k |
0.02% |
Added
+600 |
+600 |
| 47 |
CASCADE INVESTMENT GROUP, INC.
0.49% of their portfolio |
Colorado Springs, CO |
17,33517.3k
$875.3k |
$875.3k |
0.49% |
Unchanged |
|
| 48 |
Oder Investment Management, LLC
0.57% of their portfolio |
WOODLAND HILLS, CA |
16,82116.8k
$849.3k |
$849.3k |
0.57% |
Unchanged |
|
| 49 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
16,48716.5k
$837.1k |
$837.1k |
0.00% |
Reduced
-982 |
-982 |
| 50 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
15,26015.3k
$770.5k |
$770.5k |
0.01% |
Added
+2.5k |
+2,518 |
| 51 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
15,01615.0k
$758.2k |
$758.2k |
0.03% |
Added
+667 |
+667 |
| 52 |
Pinnacle Wealth Planning Services, Inc.
0.07% of their portfolio |
MANSFIELD, OH |
14,71414.7k
$742.9k |
$742.9k |
0.07% |
Unchanged |
|
| 53 |
Ritter Daniher Financial Advisory LLC / DE
0.11% of their portfolio |
CINCINNATI, OH |
14,42014.4k
$728.1k |
$728.1k |
0.11% |
Reduced
-300 |
-300 |
| 54 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
14,33114.3k
$723.6k |
$723.6k |
0.01% |
Added
+7.2k |
+7,165 |
| 55 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
14,20014.2k
$717.0k |
$717.0k |
0.00% |
Unchanged |
|
| 56 |
Sun Financial Inc
0.34% of their portfolio |
MIDVALE, UT |
14,18314.2k
$728.0k |
$728.0k |
0.34% |
Unchanged |
|
| 57 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.04% of their portfolio |
Westlake, OH |
14,15014.2k
$714.5k |
$714.5k |
0.04% |
Unchanged |
|
| 58 |
Lakeridge Wealth Management LLC
0.26% of their portfolio |
MENTOR, OH |
13,96814.0k
$705.3k |
$705.3k |
0.26% |
Added
+42 |
+42 |
| 59 |
Crusonia Wealth Advisors LLC
0.12% of their portfolio |
DENVER, CO |
13,96014.0k
$704.9k |
$704.9k |
0.12% |
Unchanged |
|
| 60 |
Global Assets Advisory, LLC
0.15% of their portfolio |
ORLANDO, FL |
13,80013.8k
$697.5k |
$697.5k |
0.15% |
New |
|
| 61 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.04% of their portfolio |
ORLANDO, FL |
13,66713.7k
$690.0k |
$690.0k |
0.04% |
Reduced
-2.4k |
-2,369 |
| 62 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
12,93212.9k
$653.0k |
$653.0k |
0.01% |
Reduced
-250 |
-250 |
| 63 |
INSIGNEO ADVISORY SERVICES, LLC
0.02% of their portfolio |
MIAMI, FL |
12,71912.7k
$642.2k |
$642.2k |
0.02% |
Unchanged |
|
| 64 |
Clear Creek Financial Management, LLC
0.04% of their portfolio |
SILVERDALE, WA |
12,64412.6k
$638.4k |
$638.4k |
0.04% |
Reduced
-1.8k |
-1,845 |
| 65 |
Sovereign Financial Group, Inc.
0.10% of their portfolio |
STAMFORD, CT |
12,52412.5k
$632.4k |
$632.4k |
0.10% |
Unchanged |
|
| 66 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
12,31112.3k
$621.6k |
$621.6k |
0.01% |
Added
+938 |
+938 |
| 67 |
KPP Advisory Services LLC
0.08% of their portfolio |
Louisville, KY |
12,24412.2k
$618.2k |
$618.2k |
0.08% |
Unchanged |
|
| 68 |
Castleview Partners, LLC
0.27% of their portfolio |
DALLAS, TX |
12,22212.2k
$617.1k |
$617.1k |
0.27% |
Added
+45 |
+45 |
| 69 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
11,92211.9k
$602.0k |
$602.0k |
0.00% |
Added
+930 |
+930 |
| 70 |
Diversify Advisory Services, LLC
0.01% of their portfolio |
SANDY, UT |
11,92011.9k
$602.0k |
$602.0k |
0.01% |
New |
|
| 71 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
SANDY, UT |
11,92011.9k
$602.0k |
$602.0k |
0.01% |
Unchanged |
|
| 72 |
Focus Partners Advisor Solutions, LLC
0.00% of their portfolio |
SAINT LOUIS, MO |
11,50811.5k
$581.1k |
$581.1k |
0.00% |
Unchanged |
|
| 73 |
Luken Investment Analytics, LLC
0.20% of their portfolio |
BRENTWOOD, TN |
11,30011.3k
$570.6k |
$570.6k |
0.20% |
Unchanged |
|
| 74 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
10,94710.9k
$552.7k |
$552.7k |
0.01% |
Unchanged |
|
| 75 |
Walkner Condon Financial Advisors LLC
0.06% of their portfolio |
MADISON, WI |
10,72210.7k
$541.4k |
$541.4k |
0.06% |
Unchanged |
|
| 76 |
JIM SAULNIER & ASSOCIATES, LLC
0.20% of their portfolio |
FORT COLLINS, CO |
10,01410.0k
$505.6k |
$505.6k |
0.20% |
Unchanged |
|
| 77 |
Glen Eagle Advisors, LLC
0.06% of their portfolio |
KINGSTON, NJ |
9,7039.7k
$489.9k |
$489.9k |
0.06% |
Added
+308 |
+308 |
| 78 |
WealthPlan Investment Management, LLC
0.02% of their portfolio |
OMAHA, NE |
9,2579.3k
$467.4k |
$467.4k |
0.02% |
Reduced
-1.2k |
-1,245 |
| 79 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
9,0029.0k
$454.5k |
$454.5k |
0.00% |
Reduced
-282 |
-282 |
| 80 |
Oakmont Advisory Group, LLC
0.37% of their portfolio |
ALBUQUERQUE, NM |
8,6878.7k
$438.6k |
$438.6k |
0.37% |
Reduced
-245 |
-245 |
| 81 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
8,6168.6k
$435.0k |
$435.0k |
0.00% |
Added
+1.8k |
+1,847 |
| 82 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
8,5028.5k
$429.3k |
$429.3k |
0.00% |
Unchanged |
|
| 83 |
Onyx Bridge Wealth Group LLC
0.04% of their portfolio |
TARRYTOWN, NY |
8,4708.5k
$427.7k |
$427.7k |
0.04% |
Unchanged |
|
| 84 |
MSH Capital Advisors LLC
0.07% of their portfolio |
SCOTTSDALE, AZ |
8,4068.4k
$424.4k |
$424.4k |
0.07% |
New |
|
| 85 |
McKinley Carter Wealth Services, Inc.
0.02% of their portfolio |
WHEELING, WV |
8,0478.0k
$406.3k |
$406.3k |
0.02% |
Unchanged |
|
| 86 |
Csenge Advisory Group
0.02% of their portfolio |
CLEARWATER, FL |
7,8547.9k
$396.6k |
$396.6k |
0.02% |
Unchanged |
|
| 87 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
7,8147.8k
$394.5k |
$394.5k |
0.01% |
Added
+1.4k |
+1,427 |
| 88 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
7,5317.5k
$380.3k |
$380.3k |
0.02% |
Reduced
-1.5k |
-1,500 |
| 89 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
7,5307.5k
$380.0k |
$380.0k |
0.00% |
New |
|
| 90 |
Grantvest Financial Group LLC
0.22% of their portfolio |
MATAWAN, NJ |
7,4317.4k
$375.2k |
$375.2k |
0.22% |
Unchanged |
|
| 91 |
Foguth Wealth Management, LLC.
0.04% of their portfolio |
BRIGHTON, MI |
7,2897.3k
$368.4k |
$368.4k |
0.04% |
Unchanged |
|
| 92 |
Chicago Partners Investment Group LLC
0.01% of their portfolio |
CHICAGO, IL |
7,2457.2k
$365.4k |
$365.4k |
0.01% |
New |
|
| 93 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
7,1517.2k
$361.1k |
$361.1k |
0.01% |
New |
|
| 94 |
Advyzon Investment Management, LLC
0.03% of their portfolio |
LISLE, IL |
7,0067.0k
$353.7k |
$353.7k |
0.03% |
Reduced
-2.3k |
-2,325 |
| 95 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
6,8026.8k
$343.4k |
$343.4k |
0.03% |
Reduced
-5 |
-5 |
| 96 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
6,6666.7k
$336.6k |
$336.6k |
0.00% |
Unchanged |
|
| 97 |
WINNACLE WEALTH LLC
0.22% of their portfolio |
WACO, TX |
6,4196.4k
$324.1k |
$324.1k |
0.22% |
Reduced
-175 |
-175 |
| 98 |
CFC Planning Co LLC
0.19% of their portfolio |
CICERO, IN |
6,2706.3k
$316.6k |
$316.6k |
0.19% |
Reduced
-5 |
-5 |
| 99 |
Comprehensive Financial Consultants Institutional, Inc.
0.08% of their portfolio |
Bloomington, IN |
6,1096.1k
$308.5k |
$308.5k |
0.08% |
Added
+708 |
+708 |
| 100 |
Arrowroot Family Office, LLC
0.09% of their portfolio |
MARINA DEL REY, CA |
6,0546.1k
$305.7k |
$305.7k |
0.09% |
Unchanged |
|