| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
434,282434.3k
$25.4m |
$25.4m |
0.01% |
Reduced
-333.5k |
-333,521 |
| 2 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
330,216330.2k
$19.3m |
$19.3m |
0.02% |
Reduced
-183.5k |
-183,512 |
| 3 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
316,530316.5k
$18.5m |
$18.5m |
0.00% |
Added
+31.7k |
+31,667 |
| 4 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
280,922280.9k
$16.4m |
$16.4m |
0.03% |
Added
+17.8k |
+17,779 |
| 5 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
245,042245.0k
$14.3m |
$14.3m |
0.02% |
Added
+8.4k |
+8,372 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
227,401227.4k
$13.3m |
$13.3m |
0.00% |
Reduced
-14.7k |
-14,740 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
139,623139.6k
$8.2m |
$8.2m |
0.01% |
Reduced
-13.4k |
-13,426 |
| 8 |
REAP Financial Group, LLC
0.92% of their portfolio |
AUSTIN, TX |
92,53892.5k
$5.4m |
$5.4m |
0.92% |
Reduced
-2.0k |
-1,958 |
| 9 |
Altman Advisors, Inc.
1.21% of their portfolio |
CHICAGO, IL |
88,31488.3k
$3.4m |
$3.4m |
1.21% |
Reduced
-6.0k |
-5,984 |
| 10 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
82,50982.5k
$4.8m |
$4.8m |
0.01% |
Added
+15.4k |
+15,441 |
| 11 |
MBL Wealth, LLC
0.33% of their portfolio |
CHARLOTTE, NC |
82,43682.4k
$4.8m |
$4.8m |
0.33% |
Added
+3.2k |
+3,155 |
| 12 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
65,39765.4k
$3.8m |
$3.8m |
0.01% |
Reduced
-20.7k |
-20,729 |
| 13 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
59,51459.5k
$3.5m |
$3.5m |
0.00% |
Reduced
-2.0k |
-2,039 |
| 14 |
OneDigital Investment Advisors LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
59,13859.1k
$3.5m |
$3.5m |
0.03% |
Added
+167 |
+167 |
| 15 |
McKinley Carter Wealth Services, Inc.
0.18% of their portfolio |
WHEELING, WV |
58,05158.1k
$3.4m |
$3.4m |
0.18% |
Unchanged |
|
| 16 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
57,98358.0k
$3.4m |
$3.4m |
0.00% |
Reduced
-1.5k |
-1,492 |
| 17 |
DHJJ Financial Advisors, Ltd.
0.98% of their portfolio |
NAPERVILLE, IL |
57,90257.9k
$3.4m |
$3.4m |
0.98% |
Reduced
-1.0k |
-1,002 |
| 18 |
ERn Financial, LLC
0.55% of their portfolio |
MIDDLETON, WI |
57,31357.3k
$3.4m |
$3.4m |
0.55% |
Added
+397 |
+397 |
| 19 |
Bleakley Financial Group, LLC
0.04% of their portfolio |
PARSIPPANY, NJ |
50,11550.1k
$2.9m |
$2.9m |
0.04% |
Unchanged |
|
| 20 |
Faithward Advisors, LLC
0.35% of their portfolio |
LANCASTER, PA |
49,23249.2k
$2.9m |
$2.9m |
0.35% |
Reduced
-478 |
-478 |
| 21 |
OLD MISSION CAPITAL LLC
0.07% of their portfolio |
CHICAGO, IL |
48,37348.4k
$2.8m |
$2.8m |
0.07% |
Added
+44.1k |
+44,057 |
| 22 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
47,10247.1k
$2.8m |
$2.8m |
0.01% |
Reduced
-2.5k |
-2,516 |
| 23 |
KINTRA WEALTH, LLC
0.14% of their portfolio |
WILLIAMSPORT, PA |
46,19546.2k
$2.8m |
$2.8m |
0.14% |
Reduced
-1.2k |
-1,242 |
| 24 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
45,46745.5k
$2.7m |
$2.7m |
0.04% |
Reduced
-6.7k |
-6,731 |
| 25 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
45,25945.3k
$2.6m |
$2.6m |
0.01% |
Reduced
-550 |
-550 |
| 26 |
Keystone Wealth Services, LLC
0.48% of their portfolio |
PALM DESERT, CA |
44,48444.5k
$2.6m |
$2.6m |
0.48% |
Reduced
-983 |
-983 |
| 27 |
Fragasso Financial Advisors Inc
0.13% of their portfolio |
SEWICKLEY, PA |
42,65042.6k
$2.5m |
$2.5m |
0.13% |
Unchanged |
|
| 28 |
MGO ONE SEVEN LLC
0.04% of their portfolio |
Beachwood, OH |
42,14142.1k
$2.5m |
$2.5m |
0.04% |
Reduced
-1.8k |
-1,849 |
| 29 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
38,77338.8k
$2.3m |
$2.3m |
0.00% |
Reduced
-4.0k |
-3,980 |
| 30 |
Integrated Advisors Network LLC
0.10% of their portfolio |
DALLAS, TX |
38,70138.7k
$2.3m |
$2.3m |
0.10% |
Reduced
-420 |
-420 |
| 31 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
35,57335.6k
$2.1m |
$2.1m |
0.03% |
Unchanged |
|
| 32 |
Integrity Financial Corp /WA
0.96% of their portfolio |
JACKSON, WY |
34,31134.3k
$2.0m |
$2.0m |
0.96% |
Reduced
-1.6k |
-1,605 |
| 33 |
Plotkin Financial Advisors, LLC
0.79% of their portfolio |
CHEVY CHASE, MD |
32,65832.7k
$1.9m |
$1.9m |
0.79% |
Reduced
-118 |
-118 |
| 34 |
FOUNDERS FINANCIAL SECURITIES LLC
0.10% of their portfolio |
TOWSON, MD |
31,98332.0k
$1.9m |
$1.9m |
0.10% |
Added
+1.5k |
+1,460 |
| 35 |
STEPHENS INC /AR/
0.02% of their portfolio |
LITTLE ROCK, AR |
30,75330.8k
$1.8m |
$1.8m |
0.02% |
Added
+2.3k |
+2,257 |
| 36 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
30,68430.7k
$1.8m |
$1.8m |
0.02% |
Reduced
-1.0k |
-1,000 |
| 37 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.50% of their portfolio |
WATERLOO, IA |
30,25630.3k
$1.8m |
$1.8m |
0.50% |
Reduced
-932 |
-932 |
| 38 |
FWG Investments, LLC.
0.89% of their portfolio |
LEXINGTON, KY |
28,84528.8k
$1.7m |
$1.7m |
0.89% |
Added
+151 |
+151 |
| 39 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
28,02528.0k
$1.6m |
$1.6m |
0.03% |
Added
+15.3k |
+15,309 |
| 40 |
Tanglewood Legacy Advisors, LLC
0.53% of their portfolio |
HOUSTON, TX |
27,89527.9k
$1.6m |
$1.6m |
0.53% |
Reduced
-123 |
-123 |
| 41 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
23,33623.3k
$1.4m |
$1.4m |
0.00% |
Added
+19.3k |
+19,334 |
| 42 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
21,79521.8k
$1.3m |
$1.3m |
0.01% |
Reduced
-1.3k |
-1,256 |
| 43 |
BECK CAPITAL MANAGEMENT, LLC
0.23% of their portfolio |
AUSTIN, TX |
20,99621.0k
$1.2m |
$1.2m |
0.23% |
Added
+909 |
+909 |
| 44 |
1ST SOURCE BANK
0.06% of their portfolio |
SOUTH BEND, IN |
20,74720.7k
$1.2m |
$1.2m |
0.06% |
Unchanged |
|
| 45 |
CENTAURUS FINANCIAL, INC.
0.04% of their portfolio |
ANAHEIM, CA |
19,72819.7k
$1.2m |
$1.2m |
0.04% |
Reduced
-496 |
-496 |
| 46 |
Oder Investment Management, LLC
0.77% of their portfolio |
WOODLAND HILLS, CA |
19,71619.7k
$1.2m |
$1.2m |
0.77% |
Added
+556 |
+556 |
| 47 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
19,40219.4k
$1.1m |
$1.1m |
0.00% |
Added
+809 |
+809 |
| 48 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
18,73018.7k
$1.1m |
$1.1m |
0.00% |
Reduced
-1.4k |
-1,361 |
| 49 |
Harvest Investment Services, LLC
0.17% of their portfolio |
Oakbrook Terrace, IL |
18,58618.6k
$1.1m |
$1.1m |
0.17% |
Reduced
-78 |
-78 |
| 50 |
Prospera Financial Services Inc
0.02% of their portfolio |
Dallas, TX |
18,39618.4k
$1.1m |
$1.1m |
0.02% |
Unchanged |
|
| 51 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
17,26717.3k
$1.0m |
$1.0m |
0.00% |
Reduced
-125 |
-125 |
| 52 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
16,70016.7k
$976.0k |
$976.0k |
0.00% |
New |
|
| 53 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
16,64216.6k
$973.4k |
$973.4k |
0.01% |
Reduced
-1.7k |
-1,659 |
| 54 |
RFG Advisory, LLC
0.02% of their portfolio |
BIRMINGHAM, AL |
16,42716.4k
$960.8k |
$960.8k |
0.02% |
Added
+2.4k |
+2,433 |
| 55 |
Strategic Blueprint, LLC
0.05% of their portfolio |
ATLANTA, GA |
16,11016.1k
$942.3k |
$942.3k |
0.05% |
Reduced
-11.7k |
-11,664 |
| 56 |
SILVER OAK SECURITIES, INCORPORATED
0.06% of their portfolio |
JACKSON, TN |
15,52115.5k
$907.8k |
$907.8k |
0.06% |
Unchanged |
|
| 57 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
15,24115.2k
$891.4k |
$891.4k |
0.00% |
Unchanged |
|
| 58 |
Pitti Group Wealth Management, LLC
0.64% of their portfolio |
VICTOR, NY |
14,98915.0k
$876.7k |
$876.7k |
0.64% |
Unchanged |
|
| 59 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
14,50414.5k
$848.3k |
$848.3k |
0.01% |
Reduced
-68 |
-68 |
| 60 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
14,45114.5k
$845.2k |
$845.2k |
0.02% |
Reduced
-640 |
-640 |
| 61 |
Goldenstone Wealth Management LLC
0.53% of their portfolio |
EL DORADO HILLS, CA |
13,96014.0k
$816.5k |
$816.5k |
0.53% |
Reduced
-100 |
-100 |
| 62 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
13,80013.8k
$807.2k |
$807.2k |
0.00% |
New |
|
| 63 |
Benson Wealth Management INC
0.81% of their portfolio |
OOLTEWAH, TN, TN |
13,73013.7k
$803.1k |
$803.1k |
0.81% |
Reduced
-16.8k |
-16,849 |
| 64 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
13,68513.7k
$800.0k |
$800.0k |
0.00% |
Added
+636 |
+636 |
| 65 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
13,67413.7k
$799.8k |
$799.8k |
0.02% |
Added
+341 |
+341 |
| 66 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
13,62813.6k
$797.1k |
$797.1k |
0.01% |
Reduced
-1.9k |
-1,917 |
| 67 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
13,21413.2k
$777.5k |
$777.5k |
0.00% |
Reduced
-5.3k |
-5,317 |
| 68 |
Financial Engines Advisors L.L.C.
0.00% of their portfolio |
SANTA CLARA, CA |
13,20013.2k
$772.1k |
$772.1k |
0.00% |
Reduced
-1.3k |
-1,296 |
| 69 |
NOVEM GROUP
0.08% of their portfolio |
Rochester, NY |
13,07213.1k
$764.6k |
$764.6k |
0.08% |
Unchanged |
|
| 70 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
12,94712.9k
$757.3k |
$757.3k |
0.01% |
Unchanged |
|
| 71 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.09% of their portfolio |
BLUE BELL, PA |
12,86312.9k
$752.4k |
$752.4k |
0.09% |
Reduced
-155 |
-155 |
| 72 |
1776 Wealth LLC
0.26% of their portfolio |
ATLANTA, GA |
12,65712.7k
$740.3k |
$740.3k |
0.26% |
Unchanged |
|
| 73 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
12,06812.1k
$705.9k |
$705.9k |
0.01% |
Added
+719 |
+719 |
| 74 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
11,89411.9k
$695.7k |
$695.7k |
0.00% |
Reduced
-107 |
-107 |
| 75 |
Schulz Wealth, LTD.
0.36% of their portfolio |
MANSFIELD, TX |
11,87511.9k
$694.6k |
$694.6k |
0.36% |
First filing |
|
| 76 |
Ignite Planners, LLC
0.09% of their portfolio |
SAN CLEMENTE, CA |
11,75611.8k
$687.6k |
$687.6k |
0.09% |
Reduced
-200 |
-200 |
| 77 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
11,74211.7k
$686.8k |
$686.8k |
0.30% |
Added
+3.9k |
+3,931 |
| 78 |
INSIGNEO ADVISORY SERVICES, LLC
0.03% of their portfolio |
MIAMI, FL |
11,57511.6k
$677.0k |
$677.0k |
0.03% |
Unchanged |
|
| 79 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
9,7519.8k
$570.3k |
$570.3k |
0.08% |
Reduced
-85 |
-85 |
| 80 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.14% of their portfolio |
WILLIAMSVILLE, NY |
9,7159.7k
$568.0k |
$568.0k |
0.14% |
Unchanged |
|
| 81 |
Valtinson Bruner Financial Planning LLC
0.14% of their portfolio |
NEW BRIGHTON, MN |
9,3649.4k
$547.7k |
$547.7k |
0.14% |
Reduced
-283 |
-283 |
| 82 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
9,0909.1k
$531.7k |
$531.7k |
0.01% |
Reduced
-52.5k |
-52,473 |
| 83 |
Grantvest Financial Group LLC
0.28% of their portfolio |
MATAWAN, NJ |
8,3488.3k
$488.3k |
$488.3k |
0.28% |
Reduced
-177 |
-177 |
| 84 |
Ifrah Financial Services, Inc.
0.12% of their portfolio |
Little Rock, AR |
8,2678.3k
$483.5k |
$483.5k |
0.12% |
Reduced
-48 |
-48 |
| 85 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
8,0478.0k
$470.7k |
$470.7k |
0.00% |
Reduced
-141.8k |
-141,844 |
| 86 |
FIDUCIARY FINANCIAL ADVISORS
0.05% of their portfolio |
GRAND RAPIDS, MI |
7,7757.8k
$454.7k |
$454.7k |
0.05% |
New |
|
| 87 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
7,7007.7k
$450.4k |
$450.4k |
0.03% |
Unchanged |
|
| 88 |
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
0.30% of their portfolio |
BEDFORD, NH |
7,6587.7k
$394.2k |
$394.2k |
0.30% |
Reduced
-42.3k |
-42,296 |
| 89 |
Crusonia Wealth Advisors LLC
0.07% of their portfolio |
DENVER, CO |
7,5677.6k
$442.6k |
$442.6k |
0.07% |
Unchanged |
|
| 90 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
7,2957.3k
$426.7k |
$426.7k |
0.00% |
Reduced
-239 |
-239 |
| 91 |
Meridian Wealth Management, LLC
0.01% of their portfolio |
LEXINGTON, KY |
7,2877.3k
$426.2k |
$426.2k |
0.01% |
Unchanged |
|
| 92 |
Wealthspire Retirement, LLC
0.02% of their portfolio |
ALISO VIEJO, CA |
7,0847.1k
$414.3k |
$414.3k |
0.02% |
Unchanged |
|
| 93 |
Pinnacle Wealth Management Group, Inc.
0.19% of their portfolio |
PLYMOUTH, MI |
6,9957.0k
$409.1k |
$409.1k |
0.19% |
Unchanged |
|
| 94 |
Signal Advisors Wealth, LLC
0.02% of their portfolio |
DETROIT, MI |
6,9276.9k
$405.2k |
$405.2k |
0.02% |
Reduced
-11.7k |
-11,735 |
| 95 |
BEACON FINANCIAL GROUP
0.04% of their portfolio |
DALLAS, TX |
6,9166.9k
$404.5k |
$404.5k |
0.04% |
Reduced
-344 |
-344 |
| 96 |
ForthRight Wealth Management, LLC
0.10% of their portfolio |
ALPHARETTA, GA |
6,8406.8k
$400.1k |
$400.1k |
0.10% |
Unchanged |
|
| 97 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
6,8076.8k
$398.0k |
$398.0k |
0.00% |
Reduced
-296 |
-296 |
| 98 |
LANARK FINANCIAL, INC.
0.03% of their portfolio |
BIRMINGHAM, AL |
6,7596.8k
$395.3k |
$395.3k |
0.03% |
Reduced
-2.5k |
-2,457 |
| 99 |
Cornerstone Wealth, LLC/TN
0.20% of their portfolio |
GREENEVILLE, TN |
6,6406.6k
$391.0k |
$391.0k |
0.20% |
Unchanged |
|
| 100 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
6,5946.6k
$384.7k |
$384.7k |
0.02% |
Added
+1.3k |
+1,261 |