| 1 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
207,528207.5k
$10.7m |
$10.7m |
0.01% |
Reduced
-80.7k |
-80,735 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
190,735190.7k
$9.8m |
$9.8m |
0.00% |
Added
+59.6k |
+59,644 |
| 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
2.37% of their portfolio |
WILLIAMSVILLE, NY |
185,611185.6k
$9.5m |
$9.5m |
2.37% |
Reduced
-284 |
-284 |
| 4 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
136,288136.3k
$7.0m |
$7.0m |
0.00% |
Added
+8.8k |
+8,789 |
| 5 |
IFP Advisors, Inc
0.12% of their portfolio |
TAMPA, FL |
125,779125.8k
$6.5m |
$6.5m |
0.12% |
Unchanged |
|
| 6 |
HARBOUR INVESTMENTS, INC.
0.08% of their portfolio |
MADISON, WI |
117,838117.8k
$6.1m |
$6.1m |
0.08% |
Added
+102 |
+102 |
| 7 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
117,291117.3k
$6.0m |
$6.0m |
0.01% |
Added
+6.0k |
+6,006 |
| 8 |
Waverly Advisors, LLC
0.03% of their portfolio |
BIRMINGHAM, AL |
104,132104.1k
$5.3m |
$5.3m |
0.03% |
Reduced
-200 |
-200 |
| 9 |
REAP Financial Group, LLC
0.87% of their portfolio |
AUSTIN, TX |
98,97499.0k
$5.1m |
$5.1m |
0.87% |
Reduced
-1.8k |
-1,786 |
| 10 |
WINNACLE WEALTH LLC
3.35% of their portfolio |
WACO, TX |
95,87295.9k
$4.9m |
$4.9m |
3.35% |
Reduced
-3.2k |
-3,219 |
| 11 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
88,02588.0k
$4.5m |
$4.5m |
0.01% |
Added
+4.7k |
+4,686 |
| 12 |
OPPENHEIMER & CO INC
0.04% of their portfolio |
NEW YORK, NY |
81,83881.8k
$4.2m |
$4.2m |
0.04% |
Reduced
-8.2k |
-8,167 |
| 13 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
77,00677.0k
$4.0m |
$4.0m |
0.01% |
Reduced
-22.4k |
-22,374 |
| 14 |
FOUNDERS FINANCIAL SECURITIES LLC
0.20% of their portfolio |
TOWSON, MD |
76,10976.1k
$3.9m |
$3.9m |
0.20% |
Added
+8.2k |
+8,234 |
| 15 |
Horizon Investments, LLC
0.04% of their portfolio |
Charlotte, NC |
76,10976.1k
$3.9m |
$3.9m |
0.04% |
Reduced
-57.3k |
-57,275 |
| 16 |
1ST SOURCE BANK
0.17% of their portfolio |
SOUTH BEND, IN |
73,25573.3k
$3.8m |
$3.8m |
0.17% |
Reduced
-13.1k |
-13,106 |
| 17 |
Echo Wealth Management, LLC
1.90% of their portfolio |
PLYMOUTH, MN |
72,42372.4k
$3.7m |
$3.7m |
1.90% |
Added
+2.1k |
+2,148 |
| 18 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
65,10865.1k
$3.3m |
$3.3m |
0.00% |
Reduced
-3.0k |
-3,032 |
| 19 |
PRECEDENT WEALTH PARTNERS, LLC
0.55% of their portfolio |
HOUSTON, TX |
64,20964.2k
$3.3m |
$3.3m |
0.55% |
Reduced
-2.5k |
-2,477 |
| 20 |
Tanglewood Legacy Advisors, LLC
1.05% of their portfolio |
HOUSTON, TX |
63,33663.3k
$3.3m |
$3.3m |
1.05% |
Unchanged |
|
| 21 |
Ashton Thomas Private Wealth, LLC
0.07% of their portfolio |
SCOTTSDALE, AZ |
63,29163.3k
$3.2m |
$3.2m |
0.07% |
Added
+20.2k |
+20,157 |
| 22 |
Advisory Services Network, LLC
0.04% of their portfolio |
ATLANTA, GA |
59,84859.8k
$3.1m |
$3.1m |
0.04% |
Reduced
-2.3k |
-2,330 |
| 23 |
Benson Wealth Management INC
2.96% of their portfolio |
OOLTEWAH, TN, TN |
57,28257.3k
$2.9m |
$2.9m |
2.96% |
Reduced
-22.7k |
-22,678 |
| 24 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
57,24557.2k
$2.9m |
$2.9m |
0.00% |
Reduced
-4.6k |
-4,551 |
| 25 |
Mutual Advisors, LLC
0.05% of their portfolio |
OMAHA, NE |
56,24656.2k
$2.9m |
$2.9m |
0.05% |
Reduced
-308 |
-308 |
| 26 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
44,11944.1k
$2.3m |
$2.3m |
0.00% |
Reduced
-5.8k |
-5,776 |
| 27 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
35,41535.4k
$1.8m |
$1.8m |
0.00% |
Added
+14.1k |
+14,092 |
| 28 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
32,95633.0k
$1.7m |
$1.7m |
0.00% |
Added
+5.7k |
+5,653 |
| 29 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
30,89830.9k
$1.6m |
$1.6m |
0.00% |
Reduced
-5.0k |
-4,972 |
| 30 |
OLD MISSION CAPITAL LLC
0.04% of their portfolio |
CHICAGO, IL |
28,82628.8k
$1.5m |
$1.5m |
0.04% |
Added
+4.9k |
+4,885 |
| 31 |
Spectrum Asset Management, Inc. (NB/CA)
0.40% of their portfolio |
NEWPORT BEACH, CA |
28,38128.4k
$1.5m |
$1.5m |
0.40% |
Unchanged |
|
| 32 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
27,65527.7k
$1.4m |
$1.4m |
0.02% |
Added
+4.1k |
+4,070 |
| 33 |
Castleview Partners, LLC
0.58% of their portfolio |
DALLAS, TX |
25,52625.5k
$1.3m |
$1.3m |
0.58% |
Unchanged |
|
| 34 |
Keystone Wealth Services, LLC
0.24% of their portfolio |
PALM DESERT, CA |
25,04825.0k
$1.3m |
$1.3m |
0.24% |
Reduced
-923 |
-923 |
| 35 |
McKinley Carter Wealth Services, Inc.
0.06% of their portfolio |
WHEELING, WV |
22,53522.5k
$1.2m |
$1.2m |
0.06% |
Unchanged |
|
| 36 |
TOUNJIAN ADVISORY PARTNERS, LLC
0.49% of their portfolio |
FORT MYERS, FL |
22,35422.4k
$1.1m |
$1.1m |
0.49% |
New |
|
| 37 |
Buck Wealth Strategies, LLC
0.12% of their portfolio |
DENVER, CO |
22,23322.2k
$1.1m |
$1.1m |
0.12% |
Reduced
-59 |
-59 |
| 38 |
Bluespring Wealth Management, LLC
0.02% of their portfolio |
AUSTIN, TX |
21,36221.4k
$1.1m |
$1.1m |
0.02% |
New |
|
| 39 |
Madrona Financial Services, LLC
0.19% of their portfolio |
EVERETT, WA |
20,60120.6k
$1.1m |
$1.1m |
0.19% |
Reduced
-10.5k |
-10,480 |
| 40 |
Wood Tarver Financial Group, LLC
0.24% of their portfolio |
BOISE, ID |
19,86319.9k
$1.0m |
$1.0m |
0.24% |
Reduced
-2.2k |
-2,225 |
| 41 |
Commonwealth Financial Services, LLC
0.14% of their portfolio |
VIENNA, WV |
19,57319.6k
$1.0m |
$1.0m |
0.14% |
Reduced
-3.0k |
-2,950 |
| 42 |
Ignite Planners, LLC
0.13% of their portfolio |
SAN CLEMENTE, CA |
18,83418.8k
$967.1k |
$967.1k |
0.13% |
Unchanged |
|
| 43 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
18,79818.8k
$961.6k |
$961.6k |
0.00% |
Added
+12.9k |
+12,933 |
| 44 |
LVZ, Inc.
0.09% of their portfolio |
Holland, MI |
17,58017.6k
$902.7k |
$902.7k |
0.09% |
Unchanged |
|
| 45 |
Mission Financial Group, LLC
0.73% of their portfolio |
HONOLULU, HI |
17,03717.0k
$874.8k |
$874.8k |
0.73% |
First filing |
|
| 46 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
16,96017.0k
$870.9k |
$870.9k |
0.01% |
Reduced
-800 |
-800 |
| 47 |
Kovack Advisors, Inc.
0.04% of their portfolio |
FT. LAUDERDALE, FL |
16,95117.0k
$869.9k |
$869.9k |
0.04% |
Reduced
-675 |
-675 |
| 48 |
ASHTON THOMAS SECURITIES, LLC
0.12% of their portfolio |
ROCHESTER, NY |
16,32316.3k
$838.2k |
$838.2k |
0.12% |
Reduced
-38.2k |
-38,196 |
| 49 |
Encompass More Asset Management
0.11% of their portfolio |
Danville, CA |
14,81914.8k
$761.0k |
$761.0k |
0.11% |
Reduced
-3.0k |
-2,966 |
| 50 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
14,78914.8k
$759.4k |
$759.4k |
0.02% |
New |
|
| 51 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
14,70314.7k
$754.0k |
$754.0k |
0.00% |
Added
+7.0k |
+7,023 |
| 52 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
13,52613.5k
$694.6k |
$694.6k |
0.00% |
New |
|
| 53 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
13,24513.2k
$683.7k |
$683.7k |
0.00% |
Added
+1.3k |
+1,325 |
| 54 |
LifeWealth Investments, LLC
0.18% of their portfolio |
WINTER GARDEN, FL |
12,99713.0k
$667.4k |
$667.4k |
0.18% |
Reduced
-3.2k |
-3,245 |
| 55 |
WORLD EQUITY GROUP, INC.
0.15% of their portfolio |
SCHAUMBURG, IL |
12,72612.7k
$653.5k |
$653.5k |
0.15% |
Unchanged |
|
| 56 |
Clear Creek Financial Management, LLC
0.04% of their portfolio |
SILVERDALE, WA |
12,66912.7k
$650.6k |
$650.6k |
0.04% |
Reduced
-140 |
-140 |
| 57 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
12,53012.5k
$643.4k |
$643.4k |
0.00% |
Unchanged |
|
| 58 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
11,95912.0k
$614.1k |
$614.1k |
0.01% |
Added
+997 |
+997 |
| 59 |
MTM Investment Management, LLC
0.16% of their portfolio |
SPARTANBURG, SC |
10,89510.9k
$559.5k |
$559.5k |
0.16% |
Unchanged |
|
| 60 |
Lakeridge Wealth Management LLC
0.20% of their portfolio |
MENTOR, OH |
10,79410.8k
$554.3k |
$554.3k |
0.20% |
Unchanged |
|
| 61 |
Western Wealth Management, LLC
0.02% of their portfolio |
GOLDEN, CO |
10,69210.7k
$549.0k |
$549.0k |
0.02% |
Unchanged |
|
| 62 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
10,42810.4k
$535.5k |
$535.5k |
0.00% |
Added
+829 |
+829 |
| 63 |
Signal Advisors Wealth, LLC
0.03% of their portfolio |
DETROIT, MI |
10,41110.4k
$534.6k |
$534.6k |
0.03% |
Added
+18 |
+18 |
| 64 |
BEACON FINANCIAL GROUP
0.05% of their portfolio |
DALLAS, TX |
10,17710.2k
$522.6k |
$522.6k |
0.05% |
Reduced
-690 |
-690 |
| 65 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
9,8299.8k
$504.7k |
$504.7k |
0.00% |
New |
|
| 66 |
UPTICK PARTNERS, LLC
0.08% of their portfolio |
NACOGDOCHES, TX |
9,7709.8k
$501.7k |
$501.7k |
0.08% |
Unchanged |
|
| 67 |
Sage Capital Advisors,llc
0.10% of their portfolio |
SIOUX FALLS, SD |
9,4509.4k
$485.3k |
$485.3k |
0.10% |
Unchanged |
|
| 68 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
9,1029.1k
$467.4k |
$467.4k |
0.00% |
Reduced
-387 |
-387 |
| 69 |
Grantvest Financial Group LLC
0.25% of their portfolio |
MATAWAN, NJ |
8,4928.5k
$436.1k |
$436.1k |
0.25% |
Reduced
-1.5k |
-1,512 |
| 70 |
Integrity Financial Corp /WA
0.21% of their portfolio |
JACKSON, WY |
8,4878.5k
$435.8k |
$435.8k |
0.21% |
Reduced
-10 |
-10 |
| 71 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
8,3128.3k
$426.8k |
$426.8k |
0.00% |
Reduced
-25 |
-25 |
| 72 |
Capasso Planning Partners LLC
0.21% of their portfolio |
CHARLESTON, SC |
8,0538.1k
$413.5k |
$413.5k |
0.21% |
Unchanged |
|
| 73 |
Financial Network Wealth Advisors LLC
0.40% of their portfolio |
MURRAY, UT |
7,7677.8k
$398.8k |
$398.8k |
0.40% |
Reduced
-68 |
-68 |
| 74 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
7,6267.6k
$391.6k |
$391.6k |
0.00% |
Reduced
-145 |
-145 |
| 75 |
Legacy Capital Wealth Partners, LLC
0.07% of their portfolio |
LITTLE ROCK, AR |
7,5397.5k
$387.1k |
$387.1k |
0.07% |
Unchanged |
|
| 76 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
7,4487.4k
$382.0k |
$382.0k |
0.01% |
Unchanged |
|
| 77 |
Falcon Wealth Planning
0.02% of their portfolio |
Ontario, CA |
7,2847.3k
$374.0k |
$374.0k |
0.02% |
Unchanged |
|
| 78 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
7,1407.1k
$366.6k |
$366.6k |
0.00% |
Unchanged |
|
| 79 |
EVOLUTION WEALTH MANAGEMENT INC.
0.21% of their portfolio |
FORT MYERS, FL |
6,8786.9k
$353.2k |
$353.2k |
0.21% |
Reduced
-1 |
-1 |
| 80 |
Ritter Daniher Financial Advisory LLC / DE
0.05% of their portfolio |
CINCINNATI, OH |
6,7356.7k
$345.8k |
$345.8k |
0.05% |
Unchanged |
|
| 81 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,6576.7k
$341.8k |
$341.8k |
0.01% |
Unchanged |
|
| 82 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
6,2926.3k
$323.1k |
$323.1k |
0.03% |
Reduced
-5 |
-5 |
| 83 |
Clearstead Advisors, LLC
0.00% of their portfolio |
CLEVELAND, OH |
6,1246.1k
$314.5k |
$314.5k |
0.00% |
Unchanged |
|
| 84 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
6,0696.1k
$311.6k |
$311.6k |
0.00% |
Unchanged |
|
| 85 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
5,7505.8k
$295.0k |
$295.0k |
0.00% |
Unchanged |
|
| 86 |
Oder Investment Management, LLC
0.19% of their portfolio |
WOODLAND HILLS, CA |
5,5985.6k
$287.5k |
$287.5k |
0.19% |
Reduced
-280 |
-280 |
| 87 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
5,4215.4k
$278.0k |
$278.0k |
0.00% |
Unchanged |
|
| 88 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.27% of their portfolio |
ANCHORAGE, AK |
5,4145.4k
$277.6k |
$277.6k |
0.27% |
Reduced
-4.4k |
-4,420 |
| 89 |
Prospera Financial Services Inc
0.00% of their portfolio |
Dallas, TX |
5,3245.3k
$273.4k |
$273.4k |
0.00% |
Unchanged |
|
| 90 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
5,0505.0k
$259.3k |
$259.3k |
0.00% |
Reduced
-125 |
-125 |
| 91 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
5,0455.0k
$259.1k |
$259.1k |
0.02% |
Reduced
-2.9k |
-2,948 |
| 92 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
4,8854.9k
$250.8k |
$250.8k |
0.01% |
Added
+81 |
+81 |
| 93 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
4,7194.7k
$242.3k |
$242.3k |
0.00% |
Reduced
-123 |
-123 |
| 94 |
Vertex Planning Partners, LLC
0.04% of their portfolio |
DOWNERS GROVE, IL |
4,6764.7k
$240.1k |
$240.1k |
0.04% |
New |
|
| 95 |
Focus Financial Network, Inc.
0.01% of their portfolio |
MINNEAPOLIS, MN |
4,5564.6k
$234.0k |
$234.0k |
0.01% |
Reduced
-40 |
-40 |
| 96 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
4,5254.5k
$232.4k |
$232.4k |
0.00% |
Reduced
-260 |
-260 |
| 97 |
Clark Capital Management Group, Inc.
0.00% of their portfolio |
PHILADELPHIA, PA |
4,4664.5k
$229.4k |
$229.4k |
0.00% |
Unchanged |
|
| 98 |
WEALTHGARDEN F.S. LLC
0.13% of their portfolio |
EL SEGUNDO, CA |
4,4164.4k
$226.8k |
$226.8k |
0.13% |
Unchanged |
|
| 99 |
Advyzon Investment Management, LLC
0.02% of their portfolio |
LISLE, IL |
4,3874.4k
$225.3k |
$225.3k |
0.02% |
Reduced
-1.3k |
-1,280 |
| 100 |
KINTRA WEALTH, LLC
0.01% of their portfolio |
WILLIAMSPORT, PA |
4,3454.3k
$227.2k |
$227.2k |
0.01% |
Reduced
-390 |
-390 |