| 1 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
346,305346.3k
$18.1m |
$18.1m |
0.03% |
Reduced
-25.4k |
-25,372 |
| 2 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
341,392341.4k
$18.1m |
$18.1m |
0.02% |
Reduced
-422.1k |
-422,065 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
251,703251.7k
$13.3m |
$13.3m |
0.00% |
Reduced
-203.8k |
-203,778 |
| 4 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
245,046245.0k
$13.0m |
$13.0m |
0.00% |
Added
+21.5k |
+21,525 |
| 5 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
207,278207.3k
$11.0m |
$11.0m |
0.02% |
Added
+23.0k |
+23,006 |
| 6 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
154,720154.7k
$8.2m |
$8.2m |
0.01% |
Reduced
-30.1k |
-30,088 |
| 7 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
104,940104.9k
$5.6m |
$5.6m |
0.00% |
Reduced
-361.0k |
-361,009 |
| 8 |
Altman Advisors, Inc.
1.35% of their portfolio |
CHICAGO, IL |
94,52194.5k
$3.5m |
$3.5m |
1.35% |
Reduced
-20.0k |
-20,010 |
| 9 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
85,61085.6k
$4.5m |
$4.5m |
0.01% |
Reduced
-83.1k |
-83,119 |
| 10 |
REAP Financial Group, LLC
0.82% of their portfolio |
AUSTIN, TX |
71,31171.3k
$3.8m |
$3.8m |
0.82% |
Reduced
-1.7k |
-1,700 |
| 11 |
MBL Wealth, LLC
0.33% of their portfolio |
CHARLOTTE, NC |
70,42870.4k
$3.7m |
$3.7m |
0.33% |
Added
+1.4k |
+1,382 |
| 12 |
DHJJ Financial Advisors, Ltd.
1.10% of their portfolio |
NAPERVILLE, IL |
61,39461.4k
$3.2m |
$3.2m |
1.10% |
Reduced
-1.0k |
-1,049 |
| 13 |
McKinley Carter Wealth Services, Inc.
0.17% of their portfolio |
WHEELING, WV |
61,38661.4k
$3.2m |
$3.2m |
0.17% |
Unchanged |
|
| 14 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
56,46756.5k
$3.0m |
$3.0m |
0.00% |
Reduced
-5.1k |
-5,064 |
| 15 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
56,01356.0k
$3.0m |
$3.0m |
0.01% |
Reduced
-3.1k |
-3,077 |
| 16 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
55,18755.2k
$2.9m |
$2.9m |
0.01% |
Reduced
-3.8k |
-3,766 |
| 17 |
ERn Financial, LLC
0.56% of their portfolio |
MIDDLETON, WI |
53,55753.6k
$2.8m |
$2.8m |
0.56% |
Reduced
-2.3k |
-2,318 |
| 18 |
McCarthy & Cox
0.64% of their portfolio |
MARYSVILLE, OH |
53,06953.1k
$2.8m |
$2.8m |
0.64% |
Unchanged |
|
| 19 |
Keystone Wealth Services, LLC
0.57% of their portfolio |
PALM DESERT, CA |
49,01649.0k
$2.6m |
$2.6m |
0.57% |
Reduced
-180 |
-180 |
| 20 |
Integrity Financial Corp /WA
1.20% of their portfolio |
JACKSON, WY |
47,61947.6k
$2.5m |
$2.5m |
1.20% |
Reduced
-48 |
-48 |
| 21 |
Integrated Wealth Concepts LLC
0.02% of their portfolio |
WALTHAM, MA |
47,23447.2k
$2.5m |
$2.5m |
0.02% |
Reduced
-403 |
-403 |
| 22 |
Fragasso Financial Advisors Inc
0.14% of their portfolio |
SEWICKLEY, PA |
43,44543.4k
$2.3m |
$2.3m |
0.14% |
Reduced
-1.1k |
-1,060 |
| 23 |
Faithward Advisors, LLC
0.34% of their portfolio |
LANCASTER, PA |
43,32843.3k
$2.3m |
$2.3m |
0.34% |
Reduced
-3.1k |
-3,114 |
| 24 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
43,10943.1k
$2.3m |
$2.3m |
0.01% |
Added
+145 |
+145 |
| 25 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.64% of their portfolio |
WATERLOO, IA |
36,86636.9k
$1.9m |
$1.9m |
0.64% |
Reduced
-115 |
-115 |
| 26 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
36,29836.3k
$1.9m |
$1.9m |
0.00% |
Reduced
-2.9k |
-2,880 |
| 27 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
34,95635.0k
$1.8m |
$1.8m |
0.04% |
Reduced
-3.3k |
-3,291 |
| 28 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
34,16634.2k
$1.8m |
$1.8m |
0.02% |
Unchanged |
|
| 29 |
Plotkin Financial Advisors, LLC
0.86% of their portfolio |
CHEVY CHASE, MD |
32,82732.8k
$1.7m |
$1.7m |
0.86% |
Reduced
-306 |
-306 |
| 30 |
Integrated Advisors Network LLC
0.07% of their portfolio |
DALLAS, TX |
30,29830.3k
$1.6m |
$1.6m |
0.07% |
Reduced
-30 |
-30 |
| 31 |
FWG Investments, LLC.
1.05% of their portfolio |
LEXINGTON, KY |
28,94628.9k
$1.5m |
$1.5m |
1.05% |
Reduced
-53 |
-53 |
| 32 |
Strategic Blueprint, LLC
0.07% of their portfolio |
ATLANTA, GA |
28,60628.6k
$1.5m |
$1.5m |
0.07% |
Added
+14.3k |
+14,305 |
| 33 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.03% of their portfolio |
LOS ANGELES, CA |
28,05028.1k
$1.5m |
$1.5m |
0.03% |
Unchanged |
|
| 34 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
25,73025.7k
$1.3m |
$1.3m |
0.00% |
Added
+12.9k |
+12,865 |
| 35 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
25,39425.4k
$1.3m |
$1.3m |
0.09% |
Added
+4.4k |
+4,437 |
| 36 |
Tanglewood Legacy Advisors, LLC
0.51% of their portfolio |
HOUSTON, TX |
24,88924.9k
$1.3m |
$1.3m |
0.51% |
Reduced
-127 |
-127 |
| 37 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
24,54324.5k
$1.3m |
$1.3m |
0.00% |
Added
+1.2k |
+1,177 |
| 38 |
IMC-Chicago, LLC
0.02% of their portfolio |
CHICAGO, IL |
23,95824.0k
$1.3m |
$1.3m |
0.02% |
New |
|
| 39 |
BECK CAPITAL MANAGEMENT, LLC
0.27% of their portfolio |
AUSTIN, TX |
21,78421.8k
$1.2m |
$1.2m |
0.27% |
Reduced
-581 |
-581 |
| 40 |
Sunbelt Securities, Inc.
0.08% of their portfolio |
HOUSTON, TX |
21,27321.3k
$1.1m |
$1.1m |
0.08% |
Added
+3.6k |
+3,638 |
| 41 |
1ST SOURCE BANK
0.06% of their portfolio |
SOUTH BEND, IN |
20,61120.6k
$1.1m |
$1.1m |
0.06% |
Unchanged |
|
| 42 |
Oder Investment Management, LLC
0.76% of their portfolio |
WOODLAND HILLS, CA |
19,96020.0k
$1.1m |
$1.1m |
0.76% |
Unchanged |
|
| 43 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
19,19419.2k
$1.0m |
$1.0m |
0.02% |
Reduced
-6.1k |
-6,145 |
| 44 |
CENTAURUS FINANCIAL, INC.
0.05% of their portfolio |
ANAHEIM, CA |
18,96919.0k
$1.0m |
$1.0m |
0.05% |
Unchanged |
|
| 45 |
Bleakley Financial Group, LLC
0.02% of their portfolio |
PARSIPPANY, NJ |
18,62218.6k
$984.9k |
$984.9k |
0.02% |
Reduced
-3.0k |
-3,012 |
| 46 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
18,24918.2k
$965.2k |
$965.2k |
0.01% |
Reduced
-99 |
-99 |
| 47 |
Prospera Financial Services Inc
0.02% of their portfolio |
Dallas, TX |
17,84117.8k
$943.6k |
$943.6k |
0.02% |
Reduced
-500 |
-500 |
| 48 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
17,69017.7k
$935.6k |
$935.6k |
0.00% |
Reduced
-2.9k |
-2,878 |
| 49 |
Harvest Investment Services, LLC
0.19% of their portfolio |
Oakbrook Terrace, IL |
17,54717.5k
$928.1k |
$928.1k |
0.19% |
Reduced
-6.3k |
-6,315 |
| 50 |
STEPHENS INC /AR/
0.01% of their portfolio |
LITTLE ROCK, AR |
16,97017.0k
$897.5k |
$897.5k |
0.01% |
Added
+2.8k |
+2,767 |
| 51 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
16,84316.8k
$890.8k |
$890.8k |
0.03% |
New |
|
| 52 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
16,49316.5k
$875.0k |
$875.0k |
0.00% |
Added
+3.3k |
+3,258 |
| 53 |
Financial Engines Advisors L.L.C.
0.00% of their portfolio |
SANTA CLARA, CA |
15,84915.8k
$838.3k |
$838.3k |
0.00% |
Reduced
-412 |
-412 |
| 54 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
15,45915.5k
$817.6k |
$817.6k |
0.01% |
Reduced
-35 |
-35 |
| 55 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
14,82314.8k
$784.0k |
$784.0k |
0.02% |
Unchanged |
|
| 56 |
Clear Point Advisors Inc.
0.59% of their portfolio |
MELVILLE, NY |
14,45214.5k
$764.4k |
$764.4k |
0.59% |
Unchanged |
|
| 57 |
TFB Advisors LLC
0.21% of their portfolio |
OVERLAND PARK, KS |
13,83213.8k
$730.2k |
$730.2k |
0.21% |
Reduced
-242 |
-242 |
| 58 |
Pitti Group Wealth Management, LLC
0.61% of their portfolio |
VICTOR, NY |
13,65613.7k
$722.3k |
$722.3k |
0.61% |
Reduced
-2.0k |
-2,020 |
| 59 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
13,29813.3k
$703.3k |
$703.3k |
0.03% |
Added
+363 |
+363 |
| 60 |
NOVEM GROUP
0.08% of their portfolio |
Rochester, NY |
13,07213.1k
$691.4k |
$691.4k |
0.08% |
Unchanged |
|
| 61 |
Ameritas Advisory Services, LLC
0.05% of their portfolio |
Lincoln, NE |
13,03013.0k
$689.2k |
$689.2k |
0.05% |
Reduced
-1.7k |
-1,733 |
| 62 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
12,94712.9k
$684.8k |
$684.8k |
0.01% |
Reduced
-39.3k |
-39,283 |
| 63 |
Schulz Wealth, LTD.
0.45% of their portfolio |
MANSFIELD, TX |
12,87512.9k
$681.0k |
$681.0k |
0.45% |
Unchanged |
|
| 64 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
12,68112.7k
$670.7k |
$670.7k |
0.00% |
Reduced
-2.2k |
-2,169 |
| 65 |
1776 Wealth LLC
0.26% of their portfolio |
ATLANTA, GA |
12,65712.7k
$669.4k |
$669.4k |
0.26% |
Unchanged |
|
| 66 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
12,01912.0k
$635.7k |
$635.7k |
0.00% |
Reduced
-10.1k |
-10,059 |
| 67 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
11,56411.6k
$611.6k |
$611.6k |
0.01% |
Added
+2.4k |
+2,400 |
| 68 |
Bullseye Investment Management, LLC
0.33% of their portfolio |
CINCINNATI, OH |
11,45011.4k
$534.4k |
$534.4k |
0.33% |
Unchanged |
|
| 69 |
LANARK FINANCIAL, INC.
0.05% of their portfolio |
BIRMINGHAM, AL |
11,08511.1k
$586.3k |
$586.3k |
0.05% |
Reduced
-1.7k |
-1,652 |
| 70 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
10,34910.3k
$547.4k |
$547.4k |
0.00% |
Reduced
-20.5k |
-20,533 |
| 71 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
10,32310.3k
$545.0k |
$545.0k |
0.00% |
Added
+8.5k |
+8,477 |
| 72 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.43% of their portfolio |
ANCHORAGE, AK |
10,13110.1k
$536.2k |
$536.2k |
0.43% |
Reduced
-3 |
-3 |
| 73 |
INSIGNEO ADVISORY SERVICES, LLC
0.04% of their portfolio |
MIAMI, FL |
9,9139.9k
$524.3k |
$524.3k |
0.04% |
Unchanged |
|
| 74 |
Valtinson Bruner Financial Planning LLC
0.15% of their portfolio |
NEW BRIGHTON, MN |
9,8799.9k
$522.5k |
$522.5k |
0.15% |
Unchanged |
|
| 75 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.15% of their portfolio |
WILLIAMSVILLE, NY |
9,7649.8k
$516.0k |
$516.0k |
0.15% |
Unchanged |
|
| 76 |
JOURNEY STRATEGIC WEALTH LLC
0.01% of their portfolio |
SUMMIT, NJ |
9,2299.2k
$488.1k |
$488.1k |
0.01% |
Reduced
-291 |
-291 |
| 77 |
Ifrah Financial Services, Inc.
0.12% of their portfolio |
Little Rock, AR |
8,7298.7k
$461.7k |
$461.7k |
0.12% |
Reduced
-70 |
-70 |
| 78 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
8,4008.4k
$444.3k |
$444.3k |
0.00% |
Reduced
-209 |
-209 |
| 79 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
8,3538.4k
$441.8k |
$441.8k |
0.01% |
Reduced
-37.8k |
-37,779 |
| 80 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
7,8227.8k
$413.7k |
$413.7k |
0.00% |
Reduced
-42.1k |
-42,139 |
| 81 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
7,7697.8k
$411.0k |
$411.0k |
0.00% |
Added
+2.2k |
+2,227 |
| 82 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
7,7007.7k
$407.3k |
$407.3k |
0.03% |
Unchanged |
|
| 83 |
BEACON FINANCIAL GROUP
0.04% of their portfolio |
DALLAS, TX |
7,2607.3k
$384.0k |
$384.0k |
0.04% |
Unchanged |
|
| 84 |
ForthRight Wealth Management, LLC
0.11% of their portfolio |
ALPHARETTA, GA |
7,1157.1k
$376.3k |
$376.3k |
0.11% |
Reduced
-250 |
-250 |
| 85 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
7,0887.1k
$374.9k |
$374.9k |
0.01% |
Reduced
-111 |
-111 |
| 86 |
Wealthspire Retirement, LLC
0.02% of their portfolio |
ALISO VIEJO, CA |
7,0847.1k
$374.7k |
$374.7k |
0.02% |
Unchanged |
|
| 87 |
Catalina Capital Group, LLC
0.23% of their portfolio |
Torrance, CA |
6,9527.0k
$367.7k |
$367.7k |
0.23% |
Unchanged |
|
| 88 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
6,8996.9k
$364.0k |
$364.0k |
0.00% |
New |
|
| 89 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
6,6766.7k
$353.1k |
$353.1k |
0.01% |
Reduced
-109.3k |
-109,326 |
| 90 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
6,5006.5k
$343.8k |
$343.8k |
0.01% |
Unchanged |
|
| 91 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
6,4236.4k
$339.7k |
$339.7k |
0.00% |
Reduced
-507 |
-507 |
| 92 |
Grantvest Financial Group LLC
0.23% of their portfolio |
MATAWAN, NJ |
6,2476.2k
$330.4k |
$330.4k |
0.23% |
Reduced
-82 |
-82 |
| 93 |
LEGACY SOLUTIONS, LLC
0.29% of their portfolio |
KENNETT SQUARE, PA |
6,2036.2k
$328.1k |
$328.1k |
0.29% |
Unchanged |
|
| 94 |
Signal Advisors Wealth, LLC
0.03% of their portfolio |
DETROIT, MI |
6,1766.2k
$326.6k |
$326.6k |
0.03% |
Reduced
-89 |
-89 |
| 95 |
Accel Wealth Management
0.09% of their portfolio |
WAVERLY, IA |
6,0656.1k
$320.8k |
$320.8k |
0.09% |
Reduced
-500 |
-500 |
| 96 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
5,4975.5k
$290.7k |
$290.7k |
0.01% |
Reduced
-98 |
-98 |
| 97 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
5,2005.2k
$275.0k |
$275.0k |
0.00% |
Unchanged |
|
| 98 |
LVZ, Inc.
0.03% of their portfolio |
Holland, MI |
5,1235.1k
$271.0k |
$271.0k |
0.03% |
Unchanged |
|
| 99 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
5,0945.1k
$269.4k |
$269.4k |
0.00% |
Unchanged |
|
| 100 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
5,0755.1k
$268.4k |
$268.4k |
0.00% |
Unchanged |
|