| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
489,150489.1k
$25.9m |
$25.9m |
0.01% |
Reduced
-86.0k |
-86,005 |
| 2 |
Stenger Family Office, LLC
3.35% of their portfolio |
Naperville, IL |
415,094415.1k
$16.2m |
$16.2m |
3.35% |
Reduced
-7.2k |
-7,202 |
| 3 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
355,713355.7k
$18.8m |
$18.8m |
0.02% |
Reduced
-57.6k |
-57,635 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
314,011314.0k
$16.6m |
$16.6m |
0.01% |
Reduced
-19.0k |
-19,012 |
| 5 |
CWM, LLC
0.04% of their portfolio |
OMAHA, NE |
308,059308.1k
$16.3m |
$16.3m |
0.04% |
Reduced
-17.0k |
-17,032 |
| 6 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
243,858243.9k
$12.9m |
$12.9m |
0.03% |
Added
+32.2k |
+32,225 |
| 7 |
Wealthcare Advisory Partners LLC
0.23% of their portfolio |
WEST CHESTER, PA |
220,086220.1k
$11.7m |
$11.7m |
0.23% |
Added
+9.0k |
+8,999 |
| 8 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
185,367185.4k
$9.8m |
$9.8m |
0.01% |
Reduced
-59.2k |
-59,180 |
| 9 |
MBL Wealth, LLC
0.69% of their portfolio |
CHARLOTTE, NC |
162,525162.5k
$8.6m |
$8.6m |
0.69% |
Added
+32.5k |
+32,455 |
| 10 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
135,567135.6k
$7.2m |
$7.2m |
0.01% |
Reduced
-24.5k |
-24,540 |
| 11 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
130,639130.6k
$6.9m |
$6.9m |
0.08% |
Reduced
-3.1k |
-3,083 |
| 12 |
REAP Financial Group, LLC
1.33% of their portfolio |
AUSTIN, TX |
123,784123.8k
$6.6m |
$6.6m |
1.33% |
Reduced
-3.2k |
-3,177 |
| 13 |
Legacy Capital Wealth Partners, LLC
1.26% of their portfolio |
LITTLE ROCK, AR |
110,793110.8k
$5.9m |
$5.9m |
1.26% |
Reduced
-9.2k |
-9,244 |
| 14 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
102,120102.1k
$5.4m |
$5.4m |
0.00% |
Reduced
-322 |
-322 |
| 15 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
95,33895.3k
$5.0m |
$5.0m |
0.02% |
Added
+4.2k |
+4,229 |
| 16 |
Regal Investment Advisors LLC
0.29% of their portfolio |
KENTWOOD, MI |
91,31591.3k
$4.8m |
$4.8m |
0.29% |
Reduced
-6.5k |
-6,485 |
| 17 |
BAM Wealth Management, LLC
3.41% of their portfolio |
LAKEWOOD, CO |
88,99389.0k
$4.7m |
$4.7m |
3.41% |
Reduced
-10.8k |
-10,840 |
| 18 |
MGO ONE SEVEN LLC
0.09% of their portfolio |
Beachwood, OH |
84,17784.2k
$4.5m |
$4.5m |
0.09% |
Added
+21 |
+21 |
| 19 |
Semus Wealth Partners LLC
2.36% of their portfolio |
Boca Raton, FL |
82,62082.6k
$4.4m |
$4.4m |
2.36% |
Unchanged |
|
| 20 |
Ignite Planners, LLC
0.64% of their portfolio |
SAN CLEMENTE, CA |
78,39178.4k
$4.2m |
$4.2m |
0.64% |
Reduced
-4.3k |
-4,299 |
| 21 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
71,40471.4k
$3.8m |
$3.8m |
0.01% |
Added
+1.2k |
+1,239 |
| 22 |
SMART Wealth LLC
1.09% of their portfolio |
Omaha, NE |
67,81867.8k
$3.6m |
$3.6m |
1.09% |
Reduced
-7.9k |
-7,883 |
| 23 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
65,46765.5k
$3.5m |
$3.5m |
0.01% |
Reduced
-2.5k |
-2,503 |
| 24 |
Synergy Asset Management, LLC
0.34% of their portfolio |
VANCOUVER, WA |
60,98561.0k
$3.2m |
$3.2m |
0.34% |
Reduced
-30.8k |
-30,803 |
| 25 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
59,17659.2k
$3.1m |
$3.1m |
0.08% |
Added
+85 |
+85 |
| 26 |
STEPHENS INC /AR/
0.03% of their portfolio |
LITTLE ROCK, AR |
47,56847.6k
$2.5m |
$2.5m |
0.03% |
Reduced
-777 |
-777 |
| 27 |
LEIGH BALDWIN & CO., LLC
1.55% of their portfolio |
CAZENOVIA, NY |
44,60544.6k
$2.4m |
$2.4m |
1.55% |
Reduced
-1.2k |
-1,240 |
| 28 |
Sage Capital Advisors,llc
0.53% of their portfolio |
SIOUX FALLS, SD |
42,43342.4k
$2.2m |
$2.2m |
0.53% |
Added
+2.2k |
+2,231 |
| 29 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
38,38738.4k
$2.0m |
$2.0m |
0.01% |
Reduced
-605 |
-605 |
| 30 |
Integrated Advisors Network LLC
0.09% of their portfolio |
DALLAS, TX |
36,86936.9k
$2.0m |
$2.0m |
0.09% |
Added
+6.3k |
+6,293 |
| 31 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
36,64236.6k
$1.9m |
$1.9m |
0.01% |
Reduced
-103.3k |
-103,297 |
| 32 |
Fragasso Financial Advisors Inc
0.11% of their portfolio |
SEWICKLEY, PA |
35,15635.2k
$1.9m |
$1.9m |
0.11% |
Reduced
-91 |
-91 |
| 33 |
Icon Wealth Advisors, LLC
0.12% of their portfolio |
HOUSTON, TX |
34,82534.8k
$1.8m |
$1.8m |
0.12% |
Reduced
-1.1k |
-1,140 |
| 34 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
33,87633.9k
$1.8m |
$1.8m |
0.00% |
Added
+635 |
+635 |
| 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
32,56632.6k
$1.7m |
$1.7m |
0.00% |
New |
|
| 36 |
Accel Wealth Management
0.47% of their portfolio |
WAVERLY, IA |
32,53232.5k
$1.7m |
$1.7m |
0.47% |
Reduced
-575 |
-575 |
| 37 |
First Heartland Consultants, Inc.
0.13% of their portfolio |
LAKE ST. LOUIS, MO |
32,47532.5k
$1.7m |
$1.7m |
0.13% |
Added
+375 |
+375 |
| 38 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
32,01232.0k
$1.7m |
$1.7m |
0.00% |
Reduced
-183 |
-183 |
| 39 |
1ST SOURCE BANK
0.09% of their portfolio |
SOUTH BEND, IN |
31,39331.4k
$1.7m |
$1.7m |
0.09% |
Reduced
-97 |
-97 |
| 40 |
Sloy Dahl & Holst, LLC
0.19% of their portfolio |
Vancouver, WA |
30,58530.6k
$1.6m |
$1.6m |
0.19% |
Unchanged |
|
| 41 |
Integrated Wealth Concepts LLC
0.02% of their portfolio |
WALTHAM, MA |
29,25929.3k
$1.5m |
$1.5m |
0.02% |
Unchanged |
|
| 42 |
Integrity Financial Corp /WA
0.74% of their portfolio |
JACKSON, WY |
27,76627.8k
$1.5m |
$1.5m |
0.74% |
Added
+2.7k |
+2,672 |
| 43 |
Bleakley Financial Group, LLC
0.02% of their portfolio |
PARSIPPANY, NJ |
27,18527.2k
$1.4m |
$1.4m |
0.02% |
Reduced
-5.5k |
-5,523 |
| 44 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
27,12827.1k
$1.4m |
$1.4m |
0.00% |
Added
+293 |
+293 |
| 45 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
26,70526.7k
$1.4m |
$1.4m |
0.00% |
Added
+458 |
+458 |
| 46 |
BEACON FINANCIAL GROUP
0.14% of their portfolio |
DALLAS, TX |
26,65926.7k
$1.4m |
$1.4m |
0.14% |
Reduced
-2.6k |
-2,635 |
| 47 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
26,63926.6k
$1.4m |
$1.4m |
0.03% |
Reduced
-1.2k |
-1,228 |
| 48 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
26,42526.4k
$1.4m |
$1.4m |
0.08% |
Added
+2.9k |
+2,939 |
| 49 |
FWG Investments, LLC.
0.81% of their portfolio |
LEXINGTON, KY |
23,87323.9k
$1.3m |
$1.3m |
0.81% |
Reduced
-1.0k |
-1,036 |
| 50 |
Strategic Blueprint, LLC
0.07% of their portfolio |
ATLANTA, GA |
23,32223.3k
$1.2m |
$1.2m |
0.07% |
Added
+15.3k |
+15,347 |
| 51 |
KINTRA WEALTH, LLC
0.17% of their portfolio |
WILLIAMSPORT, PA |
23,03123.0k
$1.2m |
$1.2m |
0.17% |
New |
|
| 52 |
Modern Wealth Management, LLC
0.02% of their portfolio |
KANSAS CITY, MO |
22,79522.8k
$1.2m |
$1.2m |
0.02% |
Reduced
-243 |
-243 |
| 53 |
Wood Tarver Financial Group, LLC
0.34% of their portfolio |
BOISE, ID |
22,73822.7k
$1.2m |
$1.2m |
0.34% |
Reduced
-391 |
-391 |
| 54 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.17% of their portfolio |
BLUE BELL, PA |
22,10122.1k
$1.2m |
$1.2m |
0.17% |
Added
+166 |
+166 |
| 55 |
1776 Wealth LLC
0.41% of their portfolio |
ATLANTA, GA |
20,67120.7k
$1.1m |
$1.1m |
0.41% |
Reduced
-482 |
-482 |
| 56 |
Signal Advisors Wealth, LLC
0.08% of their portfolio |
DETROIT, MI |
20,00220.0k
$1.1m |
$1.1m |
0.08% |
Added
+4.8k |
+4,809 |
| 57 |
ERn Financial, LLC
0.20% of their portfolio |
MIDDLETON, WI |
19,70819.7k
$1.0m |
$1.0m |
0.20% |
Reduced
-459 |
-459 |
| 58 |
SILVER OAK SECURITIES, INCORPORATED
0.07% of their portfolio |
JACKSON, TN |
19,49519.5k
$1.0m |
$1.0m |
0.07% |
Added
+4.2k |
+4,232 |
| 59 |
INTEGRITY ALLIANCE, LLC.
0.04% of their portfolio |
Urbandale, IA |
19,32819.3k
$1.0m |
$1.0m |
0.04% |
New |
|
| 60 |
VestGen Investment Management
0.51% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
17,46417.5k
$924.7k |
$924.7k |
0.51% |
Added
+1.8k |
+1,824 |
| 61 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
17,14217.1k
$907.7k |
$907.7k |
0.00% |
Reduced
-449 |
-449 |
| 62 |
Grant Street Asset Management, Inc.
0.18% of their portfolio |
CANONSBURG, PA |
16,88716.9k
$894.2k |
$894.2k |
0.18% |
Unchanged |
|
| 63 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
16,79916.8k
$889.5k |
$889.5k |
0.00% |
Added
+2.3k |
+2,300 |
| 64 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.28% of their portfolio |
WATERLOO, IA |
16,52316.5k
$874.9k |
$874.9k |
0.28% |
Unchanged |
|
| 65 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
16,43416.4k
$870.2k |
$870.2k |
0.00% |
Added
+3.9k |
+3,869 |
| 66 |
Faithward Advisors, LLC
0.13% of their portfolio |
LANCASTER, PA |
16,12016.1k
$853.6k |
$853.6k |
0.13% |
Added
+5.6k |
+5,599 |
| 67 |
LEGACY SOLUTIONS, LLC
0.75% of their portfolio |
KENNETT SQUARE, PA |
16,07316.1k
$851.1k |
$851.1k |
0.75% |
Reduced
-235 |
-235 |
| 68 |
Savvy Advisors, Inc.
0.03% of their portfolio |
NEW YORK, NY |
15,67615.7k
$830.0k |
$830.0k |
0.03% |
Added
+254 |
+254 |
| 69 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
15,61815.6k
$827.0k |
$827.0k |
0.03% |
Reduced
-6.0k |
-5,992 |
| 70 |
Oakmont Advisory Group, LLC
0.88% of their portfolio |
ALBUQUERQUE, NM |
15,50115.5k
$820.8k |
$820.8k |
0.88% |
First filing |
|
| 71 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
15,49115.5k
$820.3k |
$820.3k |
0.03% |
Added
+1.7k |
+1,676 |
| 72 |
Onyx Bridge Wealth Group LLC
0.08% of their portfolio |
TARRYTOWN, NY |
15,07115.1k
$798.0k |
$798.0k |
0.08% |
Added
+193 |
+193 |
| 73 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
15,06815.1k
$797.8k |
$797.8k |
0.02% |
Added
+112 |
+112 |
| 74 |
McKinley Carter Wealth Services, Inc.
0.04% of their portfolio |
WHEELING, WV |
15,03815.0k
$796.3k |
$796.3k |
0.04% |
Unchanged |
|
| 75 |
KINGSWOOD WEALTH ADVISORS, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
14,27414.3k
$755.8k |
$755.8k |
0.04% |
Added
+100 |
+100 |
| 76 |
Main Street Financial Solutions, LLC
0.06% of their portfolio |
NEWTOWN, PA |
14,05514.1k
$744.2k |
$744.2k |
0.06% |
Unchanged |
|
| 77 |
TFB Advisors LLC
0.21% of their portfolio |
OVERLAND PARK, KS |
14,01414.0k
$742.0k |
$742.0k |
0.21% |
Reduced
-304 |
-304 |
| 78 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
13,89213.9k
$735.6k |
$735.6k |
0.03% |
Added
+239 |
+239 |
| 79 |
Tanglewood Legacy Advisors, LLC
0.27% of their portfolio |
HOUSTON, TX |
13,65713.7k
$723.1k |
$723.1k |
0.27% |
Unchanged |
|
| 80 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
13,10913.1k
$694.1k |
$694.1k |
0.00% |
Reduced
-25 |
-25 |
| 81 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
13,05613.1k
$691.3k |
$691.3k |
0.01% |
Added
+1.2k |
+1,230 |
| 82 |
Sowell Financial Services LLC
0.03% of their portfolio |
NORTH LITTLE ROCK, AR |
12,87612.9k
$681.8k |
$681.8k |
0.03% |
Added
+2.5k |
+2,538 |
| 83 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
12,66512.7k
$670.6k |
$670.6k |
0.00% |
Added
+315 |
+315 |
| 84 |
Aurora Private Wealth, Inc.
0.43% of their portfolio |
ROCKAWAY, NJ |
12,33412.3k
$653.0k |
$653.0k |
0.43% |
First filing |
|
| 85 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
12,26412.3k
$649.4k |
$649.4k |
0.00% |
Reduced
-703 |
-703 |
| 86 |
Allie Family Office LLC
0.30% of their portfolio |
MIAMI, FL |
12,26012.3k
$649.2k |
$649.2k |
0.30% |
Unchanged |
|
| 87 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
11,92111.9k
$631.2k |
$631.2k |
0.01% |
Reduced
-75 |
-75 |
| 88 |
FORTRESS PRIVATE LEDGER, LLC
0.20% of their portfolio |
RALEIGH, NC |
11,58511.6k
$613.4k |
$613.4k |
0.20% |
Added
+127 |
+127 |
| 89 |
WORLD EQUITY GROUP, INC.
0.17% of their portfolio |
SCHAUMBURG, IL |
11,36811.4k
$601.9k |
$601.9k |
0.17% |
Reduced
-1.1k |
-1,055 |
| 90 |
Gerber Kawasaki Wealth & Investment Management
0.02% of their portfolio |
SANTA MONICA, CA |
11,34011.3k
$600.5k |
$600.5k |
0.02% |
Unchanged |
|
| 91 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
11,28811.3k
$597.7k |
$597.7k |
0.04% |
Unchanged |
|
| 92 |
Prosperity Consulting Group, LLC
0.03% of their portfolio |
OWINGS MILLS, MD |
11,26711.3k
$596.6k |
$596.6k |
0.03% |
Unchanged |
|
| 93 |
Harvest Investment Services, LLC
0.11% of their portfolio |
Oakbrook Terrace, IL |
10,89610.9k
$576.9k |
$576.9k |
0.11% |
Added
+946 |
+946 |
| 94 |
Beacon Financial Advisory LLC
0.13% of their portfolio |
CLEVELAND, OH |
10,76410.8k
$570.0k |
$570.0k |
0.13% |
Unchanged |
|
| 95 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
10,69610.7k
$566.4k |
$566.4k |
0.00% |
Reduced
-9.5k |
-9,516 |
| 96 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
10,62310.6k
$562.0k |
$562.0k |
0.00% |
New |
|
| 97 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
10,56610.6k
$559.5k |
$559.5k |
0.01% |
Reduced
-3.1k |
-3,150 |
| 98 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
10,37410.4k
$549.3k |
$549.3k |
0.01% |
Reduced
-3.2k |
-3,170 |
| 99 |
Stonebridge Financial Group, LLC
0.05% of their portfolio |
Wormleysburg, PA |
10,15510.2k
$537.7k |
$537.7k |
0.05% |
Unchanged |
|
| 100 |
IMG Wealth Management, Inc.
0.34% of their portfolio |
JACKSONVILLE, FL |
10,00410.0k
$529.7k |
$529.7k |
0.34% |
Unchanged |
|