| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
767,803767.8k
$41.0m |
$41.0m |
0.01% |
Added
+20.4k |
+20,437 |
| 2 |
Cetera Investment Advisers
0.03% of their portfolio |
SCHAUMBURG, IL |
513,728513.7k
$27.4m |
$27.4m |
0.03% |
Reduced
-33.8k |
-33,846 |
| 3 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
284,863284.9k
$15.2m |
$15.2m |
0.00% |
Reduced
-8.0k |
-8,028 |
| 4 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
263,143263.1k
$14.1m |
$14.1m |
0.03% |
Added
+27.4k |
+27,388 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
242,141242.1k
$12.9m |
$12.9m |
0.00% |
Reduced
-33.9k |
-33,868 |
| 6 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
236,670236.7k
$12.6m |
$12.6m |
0.02% |
Reduced
-36.5k |
-36,457 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
153,049153.0k
$8.2m |
$8.2m |
0.01% |
Reduced
-29.2k |
-29,186 |
| 8 |
Atria Investments, Inc
0.09% of their portfolio |
Charlotte, NC |
149,891149.9k
$8.0m |
$8.0m |
0.09% |
Added
+3.5k |
+3,515 |
| 9 |
REAP Financial Group, LLC
1.00% of their portfolio |
AUSTIN, TX |
94,49694.5k
$5.0m |
$5.0m |
1.00% |
Reduced
-332 |
-332 |
| 10 |
Altman Advisors, Inc.
1.47% of their portfolio |
CHICAGO, IL |
94,29894.3k
$3.5m |
$3.5m |
1.47% |
Reduced
-730 |
-730 |
| 11 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
92,81192.8k
$5.0m |
$5.0m |
0.01% |
Reduced
-4.0k |
-4,048 |
| 12 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
86,12686.1k
$4.6m |
$4.6m |
0.02% |
Added
+21.1k |
+21,126 |
| 13 |
BAM Wealth Management, LLC
3.35% of their portfolio |
LAKEWOOD, CO |
83,93083.9k
$4.5m |
$4.5m |
3.35% |
Reduced
-10.6k |
-10,578 |
| 14 |
MBL Wealth, LLC
0.32% of their portfolio |
CHARLOTTE, NC |
79,28179.3k
$4.2m |
$4.2m |
0.32% |
Added
+8.3k |
+8,317 |
| 15 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
67,06867.1k
$3.6m |
$3.6m |
0.01% |
Added
+339 |
+339 |
| 16 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
61,56361.6k
$3.3m |
$3.3m |
0.08% |
Reduced
-1.1k |
-1,071 |
| 17 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
61,55361.6k
$3.3m |
$3.3m |
0.01% |
Added
+2.2k |
+2,157 |
| 18 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
59,47559.5k
$3.2m |
$3.2m |
0.00% |
Reduced
-1.5k |
-1,544 |
| 19 |
OneDigital Investment Advisors LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
58,97159.0k
$3.1m |
$3.1m |
0.03% |
Unchanged |
|
| 20 |
DHJJ Financial Advisors, Ltd.
1.04% of their portfolio |
NAPERVILLE, IL |
58,90458.9k
$3.1m |
$3.1m |
1.04% |
Reduced
-688 |
-688 |
| 21 |
McKinley Carter Wealth Services, Inc.
0.18% of their portfolio |
WHEELING, WV |
58,05158.1k
$3.1m |
$3.1m |
0.18% |
Unchanged |
|
| 22 |
ERn Financial, LLC
0.57% of their portfolio |
MIDDLETON, WI |
56,91656.9k
$3.0m |
$3.0m |
0.57% |
Reduced
-472 |
-472 |
| 23 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
52,19852.2k
$2.8m |
$2.8m |
0.04% |
Added
+9.0k |
+9,040 |
| 24 |
Bleakley Financial Group, LLC
0.04% of their portfolio |
PARSIPPANY, NJ |
50,11550.1k
$2.7m |
$2.7m |
0.04% |
Reduced
-2.0k |
-2,049 |
| 25 |
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
1.79% of their portfolio |
BEDFORD, NH |
49,95450.0k
$2.7m |
$2.7m |
1.79% |
Unchanged |
|
| 26 |
Faithward Advisors, LLC
0.38% of their portfolio |
LANCASTER, PA |
49,71049.7k
$2.7m |
$2.7m |
0.38% |
Reduced
-1.9k |
-1,913 |
| 27 |
Integrated Wealth Concepts LLC
0.02% of their portfolio |
WALTHAM, MA |
49,61849.6k
$2.6m |
$2.6m |
0.02% |
Unchanged |
|
| 28 |
KINTRA WEALTH, LLC
0.18% of their portfolio |
WILLIAMSPORT, PA |
47,43747.4k
$2.5m |
$2.5m |
0.18% |
Reduced
-190 |
-190 |
| 29 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
45,80945.8k
$2.4m |
$2.4m |
0.01% |
Reduced
-600 |
-600 |
| 30 |
Keystone Wealth Services, LLC
0.52% of their portfolio |
PALM DESERT, CA |
45,46745.5k
$2.4m |
$2.4m |
0.52% |
New |
|
| 31 |
MGO ONE SEVEN LLC
0.05% of their portfolio |
Beachwood, OH |
43,99044.0k
$2.3m |
$2.3m |
0.05% |
Reduced
-887 |
-887 |
| 32 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
42,75342.8k
$2.3m |
$2.3m |
0.01% |
Added
+405 |
+405 |
| 33 |
Fragasso Financial Advisors Inc
0.14% of their portfolio |
SEWICKLEY, PA |
42,65042.6k
$2.3m |
$2.3m |
0.14% |
Added
+2.0k |
+1,993 |
| 34 |
Integrated Advisors Network LLC
0.11% of their portfolio |
DALLAS, TX |
39,12139.1k
$2.1m |
$2.1m |
0.11% |
Reduced
-2.0k |
-2,046 |
| 35 |
Integrity Financial Corp /WA
0.95% of their portfolio |
JACKSON, WY |
35,91635.9k
$1.9m |
$1.9m |
0.95% |
Reduced
-1.1k |
-1,122 |
| 36 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
35,57335.6k
$1.9m |
$1.9m |
0.03% |
Reduced
-1.4k |
-1,441 |
| 37 |
Plotkin Financial Advisors, LLC
0.88% of their portfolio |
CHEVY CHASE, MD |
32,77632.8k
$1.8m |
$1.8m |
0.88% |
Reduced
-31 |
-31 |
| 38 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
31,68431.7k
$1.7m |
$1.7m |
0.02% |
Reduced
-1.7k |
-1,700 |
| 39 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.52% of their portfolio |
WATERLOO, IA |
31,18831.2k
$1.7m |
$1.7m |
0.52% |
Reduced
-493 |
-493 |
| 40 |
Benson Wealth Management INC
2.23% of their portfolio |
OOLTEWAH, TN, TN |
30,57930.6k
$1.6m |
$1.6m |
2.23% |
Added
+2.9k |
+2,946 |
| 41 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
30,52330.5k
$1.7m |
$1.7m |
0.09% |
Added
+2.3k |
+2,273 |
| 42 |
FWG Investments, LLC.
0.97% of their portfolio |
LEXINGTON, KY |
28,69428.7k
$1.5m |
$1.5m |
0.97% |
Reduced
-1.1k |
-1,092 |
| 43 |
STEPHENS INC /AR/
0.02% of their portfolio |
LITTLE ROCK, AR |
28,49628.5k
$1.5m |
$1.5m |
0.02% |
Added
+8.5k |
+8,466 |
| 44 |
Tanglewood Legacy Advisors, LLC
0.54% of their portfolio |
HOUSTON, TX |
28,01828.0k
$1.5m |
$1.5m |
0.54% |
Reduced
-110 |
-110 |
| 45 |
Strategic Blueprint, LLC
0.09% of their portfolio |
ATLANTA, GA |
27,77427.8k
$1.5m |
$1.5m |
0.09% |
Added
+15.0k |
+14,951 |
| 46 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
23,05123.1k
$1.2m |
$1.2m |
0.01% |
Added
+3.1k |
+3,134 |
| 47 |
Sunbelt Securities, Inc.
0.07% of their portfolio |
HOUSTON, TX |
21,51821.5k
$1.1m |
$1.1m |
0.07% |
Reduced
-500 |
-500 |
| 48 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02% of their portfolio |
LOS ANGELES, CA |
21,08221.1k
$1.1m |
$1.1m |
0.02% |
Reduced
-7.0k |
-6,968 |
| 49 |
1ST SOURCE BANK
0.06% of their portfolio |
SOUTH BEND, IN |
20,74720.7k
$1.1m |
$1.1m |
0.06% |
Added
+136 |
+136 |
| 50 |
CENTAURUS FINANCIAL, INC.
0.05% of their portfolio |
ANAHEIM, CA |
20,22420.2k
$1.1m |
$1.1m |
0.05% |
Reduced
-573 |
-573 |
| 51 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
20,09120.1k
$1.1m |
$1.1m |
0.00% |
Reduced
-928 |
-928 |
| 52 |
BECK CAPITAL MANAGEMENT, LLC
0.25% of their portfolio |
AUSTIN, TX |
20,08720.1k
$1.1m |
$1.1m |
0.25% |
Reduced
-273 |
-273 |
| 53 |
VestGen Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
19,51419.5k
$1.1m |
$1.1m |
0.03% |
New |
|
| 54 |
Oder Investment Management, LLC
0.79% of their portfolio |
WOODLAND HILLS, CA |
19,16019.2k
$1.0m |
$1.0m |
0.79% |
Unchanged |
|
| 55 |
Harvest Investment Services, LLC
0.18% of their portfolio |
Oakbrook Terrace, IL |
18,66418.7k
$996.6k |
$996.6k |
0.18% |
Reduced
-1.3k |
-1,293 |
| 56 |
Signal Advisors Wealth, LLC
0.07% of their portfolio |
DETROIT, MI |
18,66218.7k
$996.5k |
$996.5k |
0.07% |
Added
+1.7k |
+1,727 |
| 57 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
18,59318.6k
$992.8k |
$992.8k |
0.00% |
Added
+2.7k |
+2,668 |
| 58 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
18,53118.5k
$996.6k |
$996.6k |
0.00% |
Reduced
-11.6k |
-11,617 |
| 59 |
Prospera Financial Services Inc
0.02% of their portfolio |
Dallas, TX |
18,39618.4k
$982.2k |
$982.2k |
0.02% |
Added
+13 |
+13 |
| 60 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
18,30118.3k
$977.2k |
$977.2k |
0.01% |
Added
+121 |
+121 |
| 61 |
Gallagher Fiduciary Advisors, LLC
0.04% of their portfolio |
ROLLING MEADOWS, IL |
17,46317.5k
$932.5k |
$932.5k |
0.04% |
Reduced
-1.2k |
-1,225 |
| 62 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
17,39217.4k
$928.7k |
$928.7k |
0.00% |
Reduced
-268 |
-268 |
| 63 |
VestGen Investment Management
0.51% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
17,35617.4k
$926.7k |
$926.7k |
0.51% |
Reduced
-1.4k |
-1,359 |
| 64 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
15,54515.5k
$830.0k |
$830.0k |
0.01% |
Added
+240 |
+240 |
| 65 |
SILVER OAK SECURITIES, INCORPORATED
0.06% of their portfolio |
JACKSON, TN |
15,52115.5k
$828.8k |
$828.8k |
0.06% |
Reduced
-23 |
-23 |
| 66 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
15,24115.2k
$813.8k |
$813.8k |
0.00% |
Unchanged |
|
| 67 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
15,09115.1k
$805.8k |
$805.8k |
0.02% |
Unchanged |
|
| 68 |
Pitti Group Wealth Management, LLC
0.65% of their portfolio |
VICTOR, NY |
14,98915.0k
$800.3k |
$800.3k |
0.65% |
Added
+1.5k |
+1,480 |
| 69 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
14,57214.6k
$778.1k |
$778.1k |
0.01% |
Added
+9.5k |
+9,489 |
| 70 |
Financial Engines Advisors L.L.C.
0.00% of their portfolio |
SANTA CLARA, CA |
14,49614.5k
$774.0k |
$774.0k |
0.00% |
Reduced
-162 |
-162 |
| 71 |
Goldenstone Wealth Management LLC
0.55% of their portfolio |
EL DORADO HILLS, CA |
14,06014.1k
$750.7k |
$750.7k |
0.55% |
Reduced
-120 |
-120 |
| 72 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
13,99414.0k
$747.2k |
$747.2k |
0.01% |
Added
+1.4k |
+1,361 |
| 73 |
Oakmont Advisory Group, LLC
0.76% of their portfolio |
ALBUQUERQUE, NM |
13,98514.0k
$746.7k |
$746.7k |
0.76% |
Reduced
-977 |
-977 |
| 74 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
13,33313.3k
$711.9k |
$711.9k |
0.02% |
Reduced
-132 |
-132 |
| 75 |
Clear Point Advisors Inc.
0.55% of their portfolio |
MELVILLE, NY |
13,31313.3k
$710.9k |
$710.9k |
0.55% |
Added
+700 |
+700 |
| 76 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
13,22413.2k
$706.1k |
$706.1k |
0.01% |
Reduced
-266 |
-266 |
| 77 |
NOVEM GROUP
0.08% of their portfolio |
Rochester, NY |
13,07213.1k
$698.0k |
$698.0k |
0.08% |
Unchanged |
|
| 78 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
13,04913.0k
$697.0k |
$697.0k |
0.00% |
Added
+1.5k |
+1,476 |
| 79 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.10% of their portfolio |
BLUE BELL, PA |
13,01813.0k
$695.1k |
$695.1k |
0.10% |
Added
+6.5k |
+6,544 |
| 80 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
12,94712.9k
$691.3k |
$691.3k |
0.01% |
Unchanged |
|
| 81 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
12,71612.7k
$679.0k |
$679.0k |
0.03% |
Added
+721 |
+721 |
| 82 |
1776 Wealth LLC
0.27% of their portfolio |
ATLANTA, GA |
12,65712.7k
$675.8k |
$675.8k |
0.27% |
Unchanged |
|
| 83 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
12,00112.0k
$640.8k |
$640.8k |
0.00% |
Reduced
-500 |
-500 |
| 84 |
Ignite Planners, LLC
0.10% of their portfolio |
SAN CLEMENTE, CA |
11,95612.0k
$627.7k |
$627.7k |
0.10% |
Added
+45 |
+45 |
| 85 |
INSIGNEO ADVISORY SERVICES, LLC
0.04% of their portfolio |
MIAMI, FL |
11,57511.6k
$618.1k |
$618.1k |
0.04% |
Unchanged |
|
| 86 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
11,34911.3k
$609.5k |
$609.5k |
0.01% |
Reduced
-3.3k |
-3,277 |
| 87 |
WORLD EQUITY GROUP, INC.
0.15% of their portfolio |
SCHAUMBURG, IL |
11,01811.0k
$588.3k |
$588.3k |
0.15% |
Reduced
-2.2k |
-2,220 |
| 88 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
10,36110.4k
$553.2k |
$553.2k |
0.00% |
Added
+1.7k |
+1,680 |
| 89 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
9,8369.8k
$525.2k |
$525.2k |
0.08% |
Added
+781 |
+781 |
| 90 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.14% of their portfolio |
WILLIAMSVILLE, NY |
9,7159.7k
$518.0k |
$518.0k |
0.14% |
Unchanged |
|
| 91 |
Valtinson Bruner Financial Planning LLC
0.14% of their portfolio |
NEW BRIGHTON, MN |
9,6479.6k
$515.1k |
$515.1k |
0.14% |
Reduced
-183 |
-183 |
| 92 |
LANARK FINANCIAL, INC.
0.04% of their portfolio |
BIRMINGHAM, AL |
9,2169.2k
$492.1k |
$492.1k |
0.04% |
Reduced
-2.0k |
-1,986 |
| 93 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.39% of their portfolio |
ANCHORAGE, AK |
8,8098.8k
$480.1k |
$480.1k |
0.39% |
Reduced
-420 |
-420 |
| 94 |
Grantvest Financial Group LLC
0.29% of their portfolio |
MATAWAN, NJ |
8,5258.5k
$455.2k |
$455.2k |
0.29% |
Unchanged |
|
| 95 |
Ifrah Financial Services, Inc.
0.12% of their portfolio |
Little Rock, AR |
8,3158.3k
$444.0k |
$444.0k |
0.12% |
Reduced
-225 |
-225 |
| 96 |
TFB Advisors LLC
0.22% of their portfolio |
OVERLAND PARK, KS |
7,8117.8k
$417.1k |
$417.1k |
0.22% |
Reduced
-5.5k |
-5,550 |
| 97 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
7,7007.7k
$411.1k |
$411.1k |
0.03% |
Unchanged |
|
| 98 |
JOURNEY STRATEGIC WEALTH LLC
0.01% of their portfolio |
SUMMIT, NJ |
7,5797.6k
$404.7k |
$404.7k |
0.01% |
Unchanged |
|
| 99 |
Crusonia Wealth Advisors LLC
0.08% of their portfolio |
DENVER, CO |
7,5677.6k
$404.0k |
$404.0k |
0.08% |
Unchanged |
|
| 100 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
7,5347.5k
$402.3k |
$402.3k |
0.01% |
Reduced
-427 |
-427 |