| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
747,366747.4k
$41.0m |
$41.0m |
0.01% |
Added
+642.4k |
+642,426 |
| 2 |
Cetera Investment Advisers
0.03% of their portfolio |
SCHAUMBURG, IL |
547,574547.6k
$30.0m |
$30.0m |
0.03% |
Added
+206.2k |
+206,182 |
| 3 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
292,891292.9k
$16.1m |
$16.1m |
0.00% |
Added
+47.8k |
+47,845 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
276,009276.0k
$15.1m |
$15.1m |
0.00% |
Added
+24.3k |
+24,306 |
| 5 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
273,127273.1k
$15.0m |
$15.0m |
0.02% |
Reduced
-73.2k |
-73,178 |
| 6 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
235,755235.8k
$12.9m |
$12.9m |
0.03% |
Added
+28.5k |
+28,477 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
182,235182.2k
$10.0m |
$10.0m |
0.01% |
Added
+27.5k |
+27,515 |
| 8 |
Atria Investments, Inc
0.09% of their portfolio |
Charlotte, NC |
146,376146.4k
$8.0m |
$8.0m |
0.09% |
Added
+138.6k |
+138,554 |
| 9 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
96,85996.9k
$5.3m |
$5.3m |
0.01% |
Added
+11.2k |
+11,249 |
| 10 |
Altman Advisors, Inc.
1.37% of their portfolio |
CHICAGO, IL |
95,02895.0k
$3.6m |
$3.6m |
1.37% |
Added
+507 |
+507 |
| 11 |
REAP Financial Group, LLC
1.06% of their portfolio |
AUSTIN, TX |
94,82894.8k
$5.2m |
$5.2m |
1.06% |
Added
+23.5k |
+23,517 |
| 12 |
BAM Wealth Management, LLC
3.75% of their portfolio |
LAKEWOOD, CO |
94,50894.5k
$5.2m |
$5.2m |
3.75% |
New |
|
| 13 |
Ausdal Financial Partners, Inc.
0.21% of their portfolio |
Davenport, IA |
80,59880.6k
$4.4m |
$4.4m |
0.21% |
New |
|
| 14 |
MBL Wealth, LLC
0.31% of their portfolio |
CHARLOTTE, NC |
70,96471.0k
$3.9m |
$3.9m |
0.31% |
Added
+536 |
+536 |
| 15 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
66,72966.7k
$3.7m |
$3.7m |
0.01% |
Added
+42.2k |
+42,186 |
| 16 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
65,00065.0k
$3.6m |
$3.6m |
0.01% |
Added
+9.8k |
+9,813 |
| 17 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
62,63462.6k
$3.4m |
$3.4m |
0.08% |
Added
+56.0k |
+55,958 |
| 18 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
61,01961.0k
$3.3m |
$3.3m |
0.00% |
Added
+4.6k |
+4,552 |
| 19 |
DHJJ Financial Advisors, Ltd.
1.09% of their portfolio |
NAPERVILLE, IL |
59,59259.6k
$3.3m |
$3.3m |
1.09% |
Reduced
-1.8k |
-1,802 |
| 20 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
59,39659.4k
$3.3m |
$3.3m |
0.01% |
Added
+3.4k |
+3,383 |
| 21 |
OneDigital Investment Advisors LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
58,97159.0k
$3.2m |
$3.2m |
0.03% |
New |
|
| 22 |
McKinley Carter Wealth Services, Inc.
0.18% of their portfolio |
WHEELING, WV |
58,05158.1k
$3.2m |
$3.2m |
0.18% |
Reduced
-3.3k |
-3,335 |
| 23 |
ERn Financial, LLC
0.59% of their portfolio |
MIDDLETON, WI |
57,38857.4k
$3.1m |
$3.1m |
0.59% |
Added
+3.8k |
+3,831 |
| 24 |
Bleakley Financial Group, LLC
0.05% of their portfolio |
PARSIPPANY, NJ |
52,16452.2k
$2.9m |
$2.9m |
0.05% |
Added
+33.5k |
+33,542 |
| 25 |
Faithward Advisors, LLC
0.41% of their portfolio |
LANCASTER, PA |
51,62351.6k
$2.8m |
$2.8m |
0.41% |
Added
+8.3k |
+8,295 |
| 26 |
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
1.94% of their portfolio |
BEDFORD, NH |
49,95450.0k
$2.7m |
$2.7m |
1.94% |
New |
|
| 27 |
Integrated Wealth Concepts LLC
0.03% of their portfolio |
WALTHAM, MA |
49,61849.6k
$2.7m |
$2.7m |
0.03% |
Added
+2.4k |
+2,384 |
| 28 |
KINTRA WEALTH, LLC
0.36% of their portfolio |
WILLIAMSPORT, PA |
47,62747.6k
$2.6m |
$2.6m |
0.36% |
New |
|
| 29 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
46,40946.4k
$2.5m |
$2.5m |
0.01% |
Added
+3.3k |
+3,300 |
| 30 |
MGO ONE SEVEN LLC
0.05% of their portfolio |
Beachwood, OH |
44,87744.9k
$2.5m |
$2.5m |
0.05% |
New |
|
| 31 |
HARBOUR INVESTMENTS, INC.
0.05% of their portfolio |
MADISON, WI |
43,15843.2k
$2.4m |
$2.4m |
0.05% |
Added
+8.2k |
+8,202 |
| 32 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
42,34842.3k
$2.3m |
$2.3m |
0.01% |
Added
+6.0k |
+6,050 |
| 33 |
Integrated Advisors Network LLC
0.10% of their portfolio |
DALLAS, TX |
41,16741.2k
$2.3m |
$2.3m |
0.10% |
Added
+10.9k |
+10,869 |
| 34 |
Fragasso Financial Advisors Inc
0.13% of their portfolio |
SEWICKLEY, PA |
40,65740.7k
$2.2m |
$2.2m |
0.13% |
Reduced
-2.8k |
-2,788 |
| 35 |
Integrity Financial Corp /WA
1.03% of their portfolio |
JACKSON, WY |
37,03837.0k
$2.0m |
$2.0m |
1.03% |
Reduced
-10.6k |
-10,581 |
| 36 |
Arkadios Wealth Advisors
0.04% of their portfolio |
ATLANTA, GA |
37,01437.0k
$2.0m |
$2.0m |
0.04% |
Added
+22.2k |
+22,191 |
| 37 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
33,38433.4k
$1.8m |
$1.8m |
0.02% |
Reduced
-782 |
-782 |
| 38 |
Plotkin Financial Advisors, LLC
0.88% of their portfolio |
CHEVY CHASE, MD |
32,80732.8k
$1.8m |
$1.8m |
0.88% |
Reduced
-20 |
-20 |
| 39 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.55% of their portfolio |
WATERLOO, IA |
31,68131.7k
$1.7m |
$1.7m |
0.55% |
Reduced
-5.2k |
-5,185 |
| 40 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
30,14830.1k
$1.7m |
$1.7m |
0.00% |
Added
+13.7k |
+13,655 |
| 41 |
FWG Investments, LLC.
1.04% of their portfolio |
LEXINGTON, KY |
29,78629.8k
$1.6m |
$1.6m |
1.04% |
Added
+840 |
+840 |
| 42 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
28,25028.2k
$1.5m |
$1.5m |
0.09% |
Added
+2.9k |
+2,856 |
| 43 |
Tanglewood Legacy Advisors, LLC
0.58% of their portfolio |
HOUSTON, TX |
28,12828.1k
$1.5m |
$1.5m |
0.58% |
Added
+3.2k |
+3,239 |
| 44 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.03% of their portfolio |
LOS ANGELES, CA |
28,05028.1k
$1.5m |
$1.5m |
0.03% |
Unchanged |
|
| 45 |
Benson Wealth Management INC
1.69% of their portfolio |
OOLTEWAH, TN, TN |
27,63327.6k
$1.5m |
$1.5m |
1.69% |
First filing |
|
| 46 |
Empowered Funds, LLC
0.02% of their portfolio |
NEWTOWN SQUARE, PA |
25,92625.9k
$1.4m |
$1.4m |
0.02% |
New |
|
| 47 |
Sunbelt Securities, Inc.
0.08% of their portfolio |
HOUSTON, TX |
22,01822.0k
$1.2m |
$1.2m |
0.08% |
Added
+745 |
+745 |
| 48 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
21,01921.0k
$1.2m |
$1.2m |
0.00% |
Added
+10.7k |
+10,670 |
| 49 |
CENTAURUS FINANCIAL, INC.
0.05% of their portfolio |
ANAHEIM, CA |
20,79720.8k
$1.1m |
$1.1m |
0.05% |
Added
+1.8k |
+1,828 |
| 50 |
1ST SOURCE BANK
0.06% of their portfolio |
SOUTH BEND, IN |
20,61120.6k
$1.1m |
$1.1m |
0.06% |
Unchanged |
|
| 51 |
BECK CAPITAL MANAGEMENT, LLC
0.27% of their portfolio |
AUSTIN, TX |
20,36020.4k
$1.1m |
$1.1m |
0.27% |
Reduced
-1.4k |
-1,424 |
| 52 |
STEPHENS INC /AR/
0.01% of their portfolio |
LITTLE ROCK, AR |
20,03020.0k
$1.1m |
$1.1m |
0.01% |
Added
+3.1k |
+3,060 |
| 53 |
Harvest Investment Services, LLC
0.21% of their portfolio |
Oakbrook Terrace, IL |
19,95720.0k
$1.1m |
$1.1m |
0.21% |
Added
+2.4k |
+2,410 |
| 54 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
19,91719.9k
$1.1m |
$1.1m |
0.00% |
New |
|
| 55 |
Oder Investment Management, LLC
0.76% of their portfolio |
WOODLAND HILLS, CA |
19,16019.2k
$1.1m |
$1.1m |
0.76% |
Reduced
-800 |
-800 |
| 56 |
VestGen Investment Management
0.57% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
18,71518.7k
$1.0m |
$1.0m |
0.57% |
New |
|
| 57 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
18,68818.7k
$1.0m |
$1.0m |
0.03% |
New |
|
| 58 |
Prospera Financial Services Inc
0.02% of their portfolio |
Dallas, TX |
18,38318.4k
$1.0m |
$1.0m |
0.02% |
Added
+542 |
+542 |
| 59 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
18,18018.2k
$996.8k |
$996.8k |
0.01% |
Reduced
-69 |
-69 |
| 60 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
17,66017.7k
$968.3k |
$968.3k |
0.00% |
Reduced
-30 |
-30 |
| 61 |
Signal Advisors Wealth, LLC
0.07% of their portfolio |
DETROIT, MI |
16,93516.9k
$928.5k |
$928.5k |
0.07% |
Added
+10.8k |
+10,759 |
| 62 |
IMC-Chicago, LLC
0.02% of their portfolio |
CHICAGO, IL |
16,93316.9k
$928.4k |
$928.4k |
0.02% |
Reduced
-7.0k |
-7,025 |
| 63 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
15,92515.9k
$873.2k |
$873.2k |
0.00% |
Added
+9.5k |
+9,502 |
| 64 |
SILVER OAK SECURITIES, INCORPORATED
0.06% of their portfolio |
JACKSON, TN |
15,54415.5k
$855.9k |
$855.9k |
0.06% |
Added
+10.7k |
+10,694 |
| 65 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
15,30515.3k
$839.2k |
$839.2k |
0.01% |
Reduced
-154 |
-154 |
| 66 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
15,24115.2k
$835.7k |
$835.7k |
0.00% |
Reduced
-10.5k |
-10,489 |
| 67 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
15,09115.1k
$827.4k |
$827.4k |
0.02% |
New |
|
| 68 |
Oakmont Advisory Group, LLC
0.88% of their portfolio |
ALBUQUERQUE, NM |
14,96215.0k
$820.4k |
$820.4k |
0.88% |
First filing |
|
| 69 |
Financial Engines Advisors L.L.C.
0.00% of their portfolio |
SANTA CLARA, CA |
14,65814.7k
$803.7k |
$803.7k |
0.00% |
Reduced
-1.2k |
-1,191 |
| 70 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
14,62614.6k
$801.9k |
$801.9k |
0.01% |
Reduced
-4.6k |
-4,568 |
| 71 |
Goldenstone Wealth Management LLC
0.58% of their portfolio |
EL DORADO HILLS, CA |
14,18014.2k
$777.5k |
$777.5k |
0.58% |
First filing |
|
| 72 |
Pitti Group Wealth Management, LLC
0.61% of their portfolio |
VICTOR, NY |
13,50913.5k
$740.7k |
$740.7k |
0.61% |
Reduced
-147 |
-147 |
| 73 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
13,49013.5k
$739.7k |
$739.7k |
0.01% |
Added
+9.0k |
+9,031 |
| 74 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
13,46513.5k
$738.3k |
$738.3k |
0.03% |
Added
+167 |
+167 |
| 75 |
TFB Advisors LLC
0.20% of their portfolio |
OVERLAND PARK, KS |
13,36113.4k
$732.6k |
$732.6k |
0.20% |
Reduced
-471 |
-471 |
| 76 |
WORLD EQUITY GROUP, INC.
0.20% of their portfolio |
SCHAUMBURG, IL |
13,23813.2k
$725.8k |
$725.8k |
0.20% |
New |
|
| 77 |
NOVEM GROUP
0.08% of their portfolio |
Rochester, NY |
13,07213.1k
$716.7k |
$716.7k |
0.08% |
Unchanged |
|
| 78 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
12,94712.9k
$709.9k |
$709.9k |
0.01% |
Unchanged |
|
| 79 |
Strategic Blueprint, LLC
0.04% of their portfolio |
ATLANTA, GA |
12,82312.8k
$703.1k |
$703.1k |
0.04% |
Reduced
-15.8k |
-15,783 |
| 80 |
1776 Wealth LLC
0.26% of their portfolio |
ATLANTA, GA |
12,65712.7k
$694.0k |
$694.0k |
0.26% |
Unchanged |
|
| 81 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
12,63312.6k
$692.7k |
$692.7k |
0.01% |
Added
+1.1k |
+1,069 |
| 82 |
Clear Point Advisors Inc.
0.54% of their portfolio |
MELVILLE, NY |
12,61312.6k
$691.6k |
$691.6k |
0.54% |
Reduced
-1.8k |
-1,839 |
| 83 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
12,50112.5k
$685.4k |
$685.4k |
0.00% |
Reduced
-180 |
-180 |
| 84 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
11,99512.0k
$657.7k |
$657.7k |
0.02% |
Reduced
-1.0k |
-1,035 |
| 85 |
Ignite Planners, LLC
0.10% of their portfolio |
SAN CLEMENTE, CA |
11,91111.9k
$658.3k |
$658.3k |
0.10% |
New |
|
| 86 |
Schulz Wealth, LTD.
0.42% of their portfolio |
MANSFIELD, TX |
11,87511.9k
$651.1k |
$651.1k |
0.42% |
Reduced
-1.0k |
-1,000 |
| 87 |
INSIGNEO ADVISORY SERVICES, LLC
0.05% of their portfolio |
MIAMI, FL |
11,57511.6k
$634.7k |
$634.7k |
0.05% |
Added
+1.7k |
+1,662 |
| 88 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
11,57311.6k
$635.0k |
$635.0k |
0.00% |
Added
+1.2k |
+1,250 |
| 89 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
11,35511.4k
$622.6k |
$622.6k |
0.00% |
New |
|
| 90 |
LANARK FINANCIAL, INC.
0.05% of their portfolio |
BIRMINGHAM, AL |
11,20211.2k
$614.2k |
$614.2k |
0.05% |
Added
+117 |
+117 |
| 91 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
11,01911.0k
$604.2k |
$604.2k |
0.00% |
New |
|
| 92 |
Valtinson Bruner Financial Planning LLC
0.16% of their portfolio |
NEW BRIGHTON, MN |
9,8309.8k
$539.0k |
$539.0k |
0.16% |
Reduced
-49 |
-49 |
| 93 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.15% of their portfolio |
WILLIAMSVILLE, NY |
9,7159.7k
$532.0k |
$532.0k |
0.15% |
Reduced
-49 |
-49 |
| 94 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.43% of their portfolio |
ANCHORAGE, AK |
9,2299.2k
$508.0k |
$508.0k |
0.43% |
Reduced
-902 |
-902 |
| 95 |
Keating Financial Advisory Services, Inc.
0.07% of their portfolio |
MANHATTAN, KS |
9,0559.1k
$496.5k |
$496.5k |
0.07% |
First filing |
|
| 96 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
8,6818.7k
$476.0k |
$476.0k |
0.00% |
Added
+281 |
+281 |
| 97 |
Ifrah Financial Services, Inc.
0.12% of their portfolio |
Little Rock, AR |
8,5408.5k
$468.2k |
$468.2k |
0.12% |
Reduced
-189 |
-189 |
| 98 |
Grantvest Financial Group LLC
0.30% of their portfolio |
MATAWAN, NJ |
8,5258.5k
$467.4k |
$467.4k |
0.30% |
Added
+2.3k |
+2,278 |
| 99 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
7,9618.0k
$436.5k |
$436.5k |
0.01% |
Reduced
-392 |
-392 |
| 100 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
7,7007.7k
$422.2k |
$422.2k |
0.03% |
Unchanged |
|