| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
575,155575.2k
$29.9m |
$29.9m |
0.01% |
Added
+460.8k |
+460,825 |
| 2 |
Stenger Family Office, LLC
3.43% of their portfolio |
Naperville, IL |
422,296422.3k
$16.7m |
$16.7m |
3.43% |
Added
+30.8k |
+30,776 |
| 3 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
413,348413.3k
$21.5m |
$21.5m |
0.02% |
Added
+239.9k |
+239,882 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
333,023333.0k
$17.3m |
$17.3m |
0.01% |
Added
+54.9k |
+54,928 |
| 5 |
CWM, LLC
0.05% of their portfolio |
OMAHA, NE |
325,091325.1k
$16.9m |
$16.9m |
0.05% |
Reduced
-23.6k |
-23,559 |
| 6 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
244,547244.5k
$12.5m |
$12.5m |
0.02% |
Added
+66.8k |
+66,829 |
| 7 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
211,633211.6k
$11.0m |
$11.0m |
0.02% |
Added
+22.6k |
+22,648 |
| 8 |
Wealthcare Advisory Partners LLC
0.23% of their portfolio |
WEST CHESTER, PA |
211,087211.1k
$11.0m |
$11.0m |
0.23% |
Added
+15.4k |
+15,420 |
| 9 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
160,107160.1k
$8.3m |
$8.3m |
0.01% |
Added
+33.7k |
+33,654 |
| 10 |
Steward Partners Investment Advisory, LLC
0.04% of their portfolio |
STAMFORD, CT |
139,939139.9k
$7.3m |
$7.3m |
0.04% |
Added
+105.9k |
+105,888 |
| 11 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
133,722133.7k
$6.9m |
$6.9m |
0.08% |
New |
|
| 12 |
MBL Wealth, LLC
0.59% of their portfolio |
CHARLOTTE, NC |
130,070130.1k
$6.8m |
$6.8m |
0.59% |
Added
+2.3k |
+2,258 |
| 13 |
REAP Financial Group, LLC
1.43% of their portfolio |
AUSTIN, TX |
126,961127.0k
$6.6m |
$6.6m |
1.43% |
Added
+9.7k |
+9,712 |
| 14 |
Legacy Capital Wealth Partners, LLC
1.36% of their portfolio |
LITTLE ROCK, AR |
120,037120.0k
$6.2m |
$6.2m |
1.36% |
Reduced
-3.1k |
-3,104 |
| 15 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
102,442102.4k
$5.3m |
$5.3m |
0.00% |
Added
+2.1k |
+2,141 |
| 16 |
BAM Wealth Management, LLC
4.01% of their portfolio |
LAKEWOOD, CO |
99,83399.8k
$5.2m |
$5.2m |
4.01% |
First filing |
|
| 17 |
Regal Investment Advisors LLC
0.33% of their portfolio |
KENTWOOD, MI |
97,80097.8k
$5.1m |
$5.1m |
0.33% |
Reduced
-6.6k |
-6,562 |
| 18 |
Synergy Asset Management, LLC
0.17% of their portfolio |
VANCOUVER, WA |
91,78891.8k
$4.8m |
$4.8m |
0.17% |
New |
|
| 19 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
91,10991.1k
$4.7m |
$4.7m |
0.02% |
Added
+6.7k |
+6,725 |
| 20 |
MGO ONE SEVEN LLC
0.10% of their portfolio |
Beachwood, OH |
84,15684.2k
$4.4m |
$4.4m |
0.10% |
Added
+74.8k |
+74,784 |
| 21 |
Ignite Planners, LLC
0.70% of their portfolio |
SAN CLEMENTE, CA |
82,69082.7k
$4.3m |
$4.3m |
0.70% |
Added
+993 |
+993 |
| 22 |
Semus Wealth Partners LLC
2.43% of their portfolio |
Boca Raton, FL |
82,62082.6k
$4.3m |
$4.3m |
2.43% |
New |
|
| 23 |
SMART Wealth LLC
1.48% of their portfolio |
Omaha, NE |
75,70175.7k
$3.9m |
$3.9m |
1.48% |
Reduced
-14.8k |
-14,768 |
| 24 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
70,16570.2k
$3.6m |
$3.6m |
0.01% |
Added
+32.2k |
+32,199 |
| 25 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
67,97068.0k
$3.5m |
$3.5m |
0.01% |
Added
+6.7k |
+6,677 |
| 26 |
CreativeOne Wealth, LLC
0.07% of their portfolio |
OVERLAND PARK, KS |
59,09159.1k
$3.1m |
$3.1m |
0.07% |
Added
+10.1k |
+10,105 |
| 27 |
OLD MISSION CAPITAL LLC
0.10% of their portfolio |
CHICAGO, IL |
55,24155.2k
$2.9m |
$2.9m |
0.10% |
Added
+46.8k |
+46,774 |
| 28 |
Keystone Wealth Services, LLC
0.62% of their portfolio |
PALM DESERT, CA |
54,64754.6k
$2.8m |
$2.8m |
0.62% |
Added
+2.5k |
+2,493 |
| 29 |
STEPHENS INC /AR/
0.03% of their portfolio |
LITTLE ROCK, AR |
48,34548.3k
$2.5m |
$2.5m |
0.03% |
Reduced
-4.0k |
-3,958 |
| 30 |
LEIGH BALDWIN & CO., LLC
1.34% of their portfolio |
CAZENOVIA, NY |
45,84545.8k
$2.4m |
$2.4m |
1.34% |
Added
+41.4k |
+41,430 |
| 31 |
Sage Capital Advisors,llc
0.50% of their portfolio |
SIOUX FALLS, SD |
40,20240.2k
$2.1m |
$2.1m |
0.50% |
New |
|
| 32 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
38,99239.0k
$2.0m |
$2.0m |
0.01% |
Added
+3.6k |
+3,630 |
| 33 |
Icon Wealth Advisors, LLC
0.13% of their portfolio |
HOUSTON, TX |
35,96536.0k
$1.9m |
$1.9m |
0.13% |
Reduced
-5.5k |
-5,522 |
| 34 |
Fragasso Financial Advisors Inc
0.11% of their portfolio |
SEWICKLEY, PA |
35,24735.2k
$1.8m |
$1.8m |
0.11% |
Reduced
-6.1k |
-6,101 |
| 35 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
33,24133.2k
$1.7m |
$1.7m |
0.00% |
Reduced
-28.6k |
-28,575 |
| 36 |
Accel Wealth Management
0.50% of their portfolio |
WAVERLY, IA |
33,10733.1k
$1.7m |
$1.7m |
0.50% |
Reduced
-675 |
-675 |
| 37 |
Bleakley Financial Group, LLC
0.04% of their portfolio |
PARSIPPANY, NJ |
32,70832.7k
$1.7m |
$1.7m |
0.04% |
New |
|
| 38 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
32,19532.2k
$1.7m |
$1.7m |
0.00% |
Reduced
-21.9k |
-21,905 |
| 39 |
First Heartland Consultants, Inc.
0.13% of their portfolio |
LAKE ST. LOUIS, MO |
32,10032.1k
$1.7m |
$1.7m |
0.13% |
Reduced
-4.6k |
-4,551 |
| 40 |
1ST SOURCE BANK
0.09% of their portfolio |
SOUTH BEND, IN |
31,49031.5k
$1.6m |
$1.6m |
0.09% |
New |
|
| 41 |
Sloy Dahl & Holst, LLC
0.17% of their portfolio |
Vancouver, WA |
30,58530.6k
$1.6m |
$1.6m |
0.17% |
Unchanged |
|
| 42 |
Integrated Advisors Network LLC
0.07% of their portfolio |
DALLAS, TX |
30,57630.6k
$1.6m |
$1.6m |
0.07% |
Added
+4.6k |
+4,574 |
| 43 |
BEACON FINANCIAL GROUP
0.15% of their portfolio |
DALLAS, TX |
29,29429.3k
$1.5m |
$1.5m |
0.15% |
Reduced
-1.6k |
-1,634 |
| 44 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
29,25929.3k
$1.5m |
$1.5m |
0.01% |
Added
+327 |
+327 |
| 45 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
27,86727.9k
$1.4m |
$1.4m |
0.03% |
Added
+18.1k |
+18,115 |
| 46 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
26,83526.8k
$1.4m |
$1.4m |
0.00% |
Added
+6.0k |
+6,009 |
| 47 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
26,24726.2k
$1.4m |
$1.4m |
0.00% |
Added
+5.7k |
+5,707 |
| 48 |
Integrity Financial Corp /WA
0.62% of their portfolio |
JACKSON, WY |
25,09425.1k
$1.3m |
$1.3m |
0.62% |
Added
+3.6k |
+3,645 |
| 49 |
Valtinson Bruner Financial Planning LLC
0.39% of their portfolio |
NEW BRIGHTON, MN |
25,04825.0k
$1.3m |
$1.3m |
0.39% |
Reduced
-63 |
-63 |
| 50 |
FWG Investments, LLC.
0.89% of their portfolio |
LEXINGTON, KY |
24,90924.9k
$1.3m |
$1.3m |
0.89% |
Added
+2.6k |
+2,641 |
| 51 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
23,48623.5k
$1.2m |
$1.2m |
0.08% |
Added
+5.2k |
+5,154 |
| 52 |
McCarthy & Cox
0.28% of their portfolio |
MARYSVILLE, OH |
23,34023.3k
$1.2m |
$1.2m |
0.28% |
Unchanged |
|
| 53 |
Wood Tarver Financial Group, LLC
0.35% of their portfolio |
BOISE, ID |
23,12923.1k
$1.2m |
$1.2m |
0.35% |
Reduced
-59 |
-59 |
| 54 |
Modern Wealth Management, LLC
0.02% of their portfolio |
KANSAS CITY, MO |
23,03823.0k
$1.2m |
$1.2m |
0.02% |
Added
+85 |
+85 |
| 55 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.17% of their portfolio |
BLUE BELL, PA |
21,93521.9k
$1.1m |
$1.1m |
0.17% |
Added
+2.2k |
+2,165 |
| 56 |
Ameritas Advisory Services, LLC
0.07% of their portfolio |
Lincoln, NE |
21,61021.6k
$1.1m |
$1.1m |
0.07% |
Reduced
-12.9k |
-12,942 |
| 57 |
1776 Wealth LLC
0.42% of their portfolio |
ATLANTA, GA |
21,15321.2k
$1.1m |
$1.1m |
0.42% |
Added
+2.5k |
+2,533 |
| 58 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
20,21220.2k
$988.1k |
$988.1k |
0.00% |
Added
+10.7k |
+10,696 |
| 59 |
ERn Financial, LLC
0.21% of their portfolio |
MIDDLETON, WI |
20,16720.2k
$1.0m |
$1.0m |
0.21% |
New |
|
| 60 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
17,59117.6k
$913.1k |
$913.1k |
0.00% |
Added
+1.6k |
+1,552 |
| 61 |
Grant Street Asset Management, Inc.
0.19% of their portfolio |
CANONSBURG, PA |
16,88716.9k
$876.6k |
$876.6k |
0.19% |
Added
+10.4k |
+10,387 |
| 62 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.28% of their portfolio |
WATERLOO, IA |
16,52316.5k
$857.7k |
$857.7k |
0.28% |
Added
+5.2k |
+5,204 |
| 63 |
LEGACY SOLUTIONS, LLC
0.76% of their portfolio |
KENNETT SQUARE, PA |
16,30816.3k
$846.5k |
$846.5k |
0.76% |
Added
+1.1k |
+1,093 |
| 64 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
16,30016.3k
$846.1k |
$846.1k |
0.00% |
Added
+6.3k |
+6,289 |
| 65 |
VestGen Investment Management
0.49% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
15,64015.6k
$811.9k |
$811.9k |
0.49% |
New |
|
| 66 |
Savvy Advisors, Inc.
0.04% of their portfolio |
NEW YORK, NY |
15,42215.4k
$800.6k |
$800.6k |
0.04% |
Added
+9.5k |
+9,485 |
| 67 |
SILVER OAK SECURITIES, INCORPORATED
0.06% of their portfolio |
JACKSON, TN |
15,26315.3k
$792.3k |
$792.3k |
0.06% |
New |
|
| 68 |
Signal Advisors Wealth, LLC
0.07% of their portfolio |
DETROIT, MI |
15,19315.2k
$788.7k |
$788.7k |
0.07% |
Reduced
-2.6k |
-2,596 |
| 69 |
McKinley Carter Wealth Services, Inc.
0.04% of their portfolio |
WHEELING, WV |
15,03815.0k
$780.6k |
$780.6k |
0.04% |
Added
+689 |
+689 |
| 70 |
UPTICK PARTNERS, LLC
0.20% of their portfolio |
NACOGDOCHES, TX |
15,02215.0k
$779.8k |
$779.8k |
0.20% |
Added
+624 |
+624 |
| 71 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
14,95615.0k
$776.3k |
$776.3k |
0.02% |
Added
+7.6k |
+7,613 |
| 72 |
Onyx Bridge Wealth Group LLC
0.08% of their portfolio |
TARRYTOWN, NY |
14,87814.9k
$772.3k |
$772.3k |
0.08% |
Unchanged |
|
| 73 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
14,49914.5k
$752.6k |
$752.6k |
0.00% |
Added
+6.3k |
+6,322 |
| 74 |
TFB Advisors LLC
0.22% of their portfolio |
OVERLAND PARK, KS |
14,31814.3k
$739.0k |
$739.0k |
0.22% |
Reduced
-302 |
-302 |
| 75 |
KINGSWOOD WEALTH ADVISORS, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
14,17414.2k
$735.8k |
$735.8k |
0.04% |
Added
+8.0k |
+7,995 |
| 76 |
Main Street Financial Solutions, LLC
0.05% of their portfolio |
NEWTOWN, PA |
14,05514.1k
$729.6k |
$729.6k |
0.05% |
Added
+640 |
+640 |
| 77 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
13,81513.8k
$717.1k |
$717.1k |
0.03% |
New |
|
| 78 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
13,71613.7k
$712.0k |
$712.0k |
0.01% |
Reduced
-16.7k |
-16,700 |
| 79 |
Tanglewood Legacy Advisors, LLC
0.27% of their portfolio |
HOUSTON, TX |
13,65713.7k
$708.9k |
$708.9k |
0.27% |
Added
+843 |
+843 |
| 80 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
13,65313.7k
$708.7k |
$708.7k |
0.03% |
Added
+371 |
+371 |
| 81 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
13,54413.5k
$703.1k |
$703.1k |
0.01% |
Reduced
-5.9k |
-5,907 |
| 82 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
13,13413.1k
$681.8k |
$681.8k |
0.00% |
Added
+7.1k |
+7,103 |
| 83 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
12,96713.0k
$673.1k |
$673.1k |
0.00% |
Reduced
-2.1k |
-2,054 |
| 84 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
12,56512.6k
$652.2k |
$652.2k |
0.00% |
Added
+296 |
+296 |
| 85 |
WORLD EQUITY GROUP, INC.
0.15% of their portfolio |
SCHAUMBURG, IL |
12,42312.4k
$644.9k |
$644.9k |
0.15% |
New |
|
| 86 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
12,35012.3k
$641.1k |
$641.1k |
0.00% |
Added
+2.0k |
+1,962 |
| 87 |
Allie Family Office LLC
0.30% of their portfolio |
MIAMI, FL |
12,26012.3k
$636.4k |
$636.4k |
0.30% |
New |
|
| 88 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
11,99612.0k
$625.4k |
$625.4k |
0.01% |
Added
+2.8k |
+2,840 |
| 89 |
Lion Street Advisors, LLC
0.16% of their portfolio |
Austin, TX |
11,98212.0k
$455.1k |
$455.1k |
0.16% |
Added
+1.2k |
+1,153 |
| 90 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
11,82611.8k
$613.9k |
$613.9k |
0.01% |
Added
+2.4k |
+2,431 |
| 91 |
FORTRESS PRIVATE LEDGER, LLC
0.22% of their portfolio |
RALEIGH, NC |
11,45811.5k
$594.8k |
$594.8k |
0.22% |
Reduced
-5.8k |
-5,759 |
| 92 |
Gerber Kawasaki Wealth & Investment Management
0.02% of their portfolio |
SANTA MONICA, CA |
11,34011.3k
$588.7k |
$588.7k |
0.02% |
Unchanged |
|
| 93 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
11,28811.3k
$586.0k |
$586.0k |
0.04% |
Reduced
-3.4k |
-3,364 |
| 94 |
Prosperity Consulting Group, LLC
0.03% of their portfolio |
OWINGS MILLS, MD |
11,26711.3k
$584.9k |
$584.9k |
0.03% |
Reduced
-480 |
-480 |
| 95 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
10,85010.8k
$563.2k |
$563.2k |
0.01% |
New |
|
| 96 |
Beacon Financial Advisory LLC
0.13% of their portfolio |
CLEVELAND, OH |
10,76410.8k
$558.8k |
$558.8k |
0.13% |
Added
+1.7k |
+1,719 |
| 97 |
Faithward Advisors, LLC
0.08% of their portfolio |
LANCASTER, PA |
10,52110.5k
$546.1k |
$546.1k |
0.08% |
New |
|
| 98 |
SOA Wealth Advisors, LLC.
0.09% of their portfolio |
NEW YORK, NY |
10,37610.4k
$538.6k |
$538.6k |
0.09% |
Added
+2.7k |
+2,741 |
| 99 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
10,33810.3k
$536.6k |
$536.6k |
0.02% |
Reduced
-243 |
-243 |
| 100 |
LifeWealth Investments, LLC
0.08% of their portfolio |
WINTER GARDEN, FL |
10,33210.3k
$536.3k |
$536.3k |
0.08% |
Reduced
-1.5k |
-1,489 |