| 1 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
291,065291.1k
$16.4m |
$16.4m |
0.03% |
Added
+20.0k |
+19,979 |
| 2 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
269,545269.5k
$15.2m |
$15.2m |
0.00% |
Reduced
-28.3k |
-28,257 |
| 3 |
Wealthcare Advisory Partners LLC
0.26% of their portfolio |
WEST CHESTER, PA |
245,697245.7k
$13.9m |
$13.9m |
0.26% |
Added
+10.7k |
+10,726 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
199,452199.5k
$11.3m |
$11.3m |
0.01% |
Added
+10.4k |
+10,381 |
| 5 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
183,714183.7k
$10.4m |
$10.4m |
0.00% |
Added
+25.1k |
+25,052 |
| 6 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
177,108177.1k
$10.0m |
$10.0m |
0.01% |
Added
+17.2k |
+17,157 |
| 7 |
MBL Wealth, LLC
0.57% of their portfolio |
CHARLOTTE, NC |
148,704148.7k
$8.4m |
$8.4m |
0.57% |
Reduced
-11.8k |
-11,756 |
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
121,769121.8k
$6.9m |
$6.9m |
0.01% |
Reduced
-3.9k |
-3,871 |
| 9 |
REAP Financial Group, LLC
1.17% of their portfolio |
AUSTIN, TX |
121,677121.7k
$6.9m |
$6.9m |
1.17% |
Reduced
-1.1k |
-1,053 |
| 10 |
Legacy Capital Wealth Partners, LLC
1.28% of their portfolio |
LITTLE ROCK, AR |
118,084118.1k
$6.7m |
$6.7m |
1.28% |
Added
+2.8k |
+2,784 |
| 11 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
91,94191.9k
$5.2m |
$5.2m |
0.00% |
Reduced
-9.6k |
-9,612 |
| 12 |
Synergy Asset Management, LLC
0.48% of their portfolio |
VANCOUVER, WA |
89,95490.0k
$5.1m |
$5.1m |
0.48% |
Reduced
-46.9k |
-46,870 |
| 13 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
83,26783.3k
$4.7m |
$4.7m |
0.01% |
Added
+12.1k |
+12,128 |
| 14 |
Ignite Planners, LLC
0.62% of their portfolio |
SAN CLEMENTE, CA |
79,89779.9k
$4.5m |
$4.5m |
0.62% |
Reduced
-3.4k |
-3,448 |
| 15 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
75,82975.8k
$4.3m |
$4.3m |
0.01% |
Reduced
-37.0k |
-36,997 |
| 16 |
Regal Investment Advisors LLC
0.22% of their portfolio |
KENTWOOD, MI |
73,34073.3k
$4.1m |
$4.1m |
0.22% |
Reduced
-8.4k |
-8,450 |
| 17 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
64,15764.2k
$3.6m |
$3.6m |
0.00% |
Reduced
-745 |
-745 |
| 18 |
Keystone Wealth Services, LLC
0.53% of their portfolio |
PALM DESERT, CA |
50,75950.8k
$2.9m |
$2.9m |
0.53% |
Reduced
-551 |
-551 |
| 19 |
STEPHENS INC /AR/
0.03% of their portfolio |
LITTLE ROCK, AR |
45,78645.8k
$2.6m |
$2.6m |
0.03% |
Reduced
-1.3k |
-1,280 |
| 20 |
Ameritas Advisory Services, LLC
0.05% of their portfolio |
Lincoln, NE |
44,96945.0k
$2.5m |
$2.5m |
0.05% |
Added
+28.7k |
+28,702 |
| 21 |
Sage Capital Advisors,llc
0.49% of their portfolio |
SIOUX FALLS, SD |
41,99342.0k
$2.4m |
$2.4m |
0.49% |
Reduced
-30 |
-30 |
| 22 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
37,71837.7k
$2.1m |
$2.1m |
0.01% |
Reduced
-440 |
-440 |
| 23 |
SMART Wealth LLC
0.45% of their portfolio |
Omaha, NE |
37,00737.0k
$2.1m |
$2.1m |
0.45% |
Reduced
-24.0k |
-23,973 |
| 24 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
34,80634.8k
$2.0m |
$2.0m |
0.01% |
Reduced
-1.3k |
-1,336 |
| 25 |
Integrated Advisors Network LLC
0.09% of their portfolio |
DALLAS, TX |
34,68734.7k
$2.0m |
$2.0m |
0.09% |
Added
+890 |
+890 |
| 26 |
Fragasso Financial Advisors Inc
0.10% of their portfolio |
SEWICKLEY, PA |
34,35134.4k
$1.9m |
$1.9m |
0.10% |
Reduced
-54 |
-54 |
| 27 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
33,62533.6k
$1.9m |
$1.9m |
0.00% |
Added
+1.1k |
+1,060 |
| 28 |
Icon Wealth Advisors, LLC
0.11% of their portfolio |
HOUSTON, TX |
32,29132.3k
$1.8m |
$1.8m |
0.11% |
Reduced
-440 |
-440 |
| 29 |
First Heartland Consultants, Inc.
0.12% of their portfolio |
LAKE ST. LOUIS, MO |
32,08032.1k
$1.8m |
$1.8m |
0.12% |
Reduced
-187 |
-187 |
| 30 |
Sloy Dahl & Holst, LLC
0.21% of their portfolio |
Vancouver, WA |
30,58530.6k
$1.7m |
$1.7m |
0.21% |
Unchanged |
|
| 31 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
30,35930.4k
$1.7m |
$1.7m |
0.09% |
Added
+1.6k |
+1,556 |
| 32 |
1ST SOURCE BANK
0.08% of their portfolio |
SOUTH BEND, IN |
29,85829.9k
$1.7m |
$1.7m |
0.08% |
Reduced
-1.5k |
-1,535 |
| 33 |
Accel Wealth Management
0.38% of their portfolio |
WAVERLY, IA |
29,58929.6k
$1.7m |
$1.7m |
0.38% |
Reduced
-2.6k |
-2,613 |
| 34 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
29,12229.1k
$1.6m |
$1.6m |
0.01% |
Reduced
-137 |
-137 |
| 35 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
28,76428.8k
$1.6m |
$1.6m |
0.00% |
Reduced
-2.5k |
-2,476 |
| 36 |
BEACON FINANCIAL GROUP
0.14% of their portfolio |
DALLAS, TX |
26,48126.5k
$1.5m |
$1.5m |
0.14% |
Reduced
-178 |
-178 |
| 37 |
Beacon Pointe Advisors, LLC
0.01% of their portfolio |
NEWPORT BEACH, CA |
26,37826.4k
$1.5m |
$1.5m |
0.01% |
Reduced
-50 |
-50 |
| 38 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
25,69825.7k
$1.5m |
$1.5m |
0.00% |
Reduced
-430 |
-430 |
| 39 |
Bleakley Financial Group, LLC
0.02% of their portfolio |
PARSIPPANY, NJ |
25,03025.0k
$1.4m |
$1.4m |
0.02% |
Unchanged |
|
| 40 |
KINTRA WEALTH, LLC
0.07% of their portfolio |
WILLIAMSPORT, PA |
24,21224.2k
$1.4m |
$1.4m |
0.07% |
Reduced
-11 |
-11 |
| 41 |
Integrity Financial Corp /WA
0.63% of their portfolio |
JACKSON, WY |
23,31523.3k
$1.3m |
$1.3m |
0.63% |
Reduced
-3.4k |
-3,406 |
| 42 |
Modern Wealth Management, LLC
0.02% of their portfolio |
KANSAS CITY, MO |
22,57722.6k
$1.3m |
$1.3m |
0.02% |
Added
+38 |
+38 |
| 43 |
FWG Investments, LLC.
0.65% of their portfolio |
LEXINGTON, KY |
21,65721.7k
$1.2m |
$1.2m |
0.65% |
Reduced
-1.6k |
-1,621 |
| 44 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.15% of their portfolio |
BLUE BELL, PA |
21,36621.4k
$1.2m |
$1.2m |
0.15% |
Unchanged |
|
| 45 |
Wood Tarver Financial Group, LLC
0.28% of their portfolio |
BOISE, ID |
21,29621.3k
$1.2m |
$1.2m |
0.28% |
Reduced
-967 |
-967 |
| 46 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
21,09521.1k
$1.2m |
$1.2m |
0.00% |
Reduced
-4.6k |
-4,589 |
| 47 |
Mission Financial Group, LLC
0.98% of their portfolio |
HONOLULU, HI |
20,85820.9k
$1.2m |
$1.2m |
0.98% |
First filing |
|
| 48 |
1776 Wealth LLC
0.41% of their portfolio |
ATLANTA, GA |
20,67120.7k
$1.2m |
$1.2m |
0.41% |
Unchanged |
|
| 49 |
SILVER OAK SECURITIES, INCORPORATED
0.07% of their portfolio |
JACKSON, TN |
19,49519.5k
$1.1m |
$1.1m |
0.07% |
Unchanged |
|
| 50 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
19,43419.4k
$1.1m |
$1.1m |
0.01% |
Reduced
-1.9k |
-1,886 |
| 51 |
ERn Financial, LLC
0.17% of their portfolio |
MIDDLETON, WI |
17,71817.7k
$1.0m |
$1.0m |
0.17% |
Reduced
-951 |
-951 |
| 52 |
Grant Street Asset Management, Inc.
0.16% of their portfolio |
CANONSBURG, PA |
16,88716.9k
$954.2k |
$954.2k |
0.16% |
Unchanged |
|
| 53 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
16,69516.7k
$943.4k |
$943.4k |
0.00% |
Added
+166 |
+166 |
| 54 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
16,65016.6k
$940.8k |
$940.8k |
0.01% |
Added
+2.2k |
+2,163 |
| 55 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.26% of their portfolio |
WATERLOO, IA |
16,49116.5k
$931.8k |
$931.8k |
0.26% |
Reduced
-32 |
-32 |
| 56 |
LEGACY SOLUTIONS, LLC
0.73% of their portfolio |
KENNETT SQUARE, PA |
16,07316.1k
$908.2k |
$908.2k |
0.73% |
Unchanged |
|
| 57 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
15,43715.4k
$872.3k |
$872.3k |
0.00% |
Reduced
-100 |
-100 |
| 58 |
Faithward Advisors, LLC
0.10% of their portfolio |
LANCASTER, PA |
15,06915.1k
$851.5k |
$851.5k |
0.10% |
Reduced
-817 |
-817 |
| 59 |
McKinley Carter Wealth Services, Inc.
0.04% of their portfolio |
WHEELING, WV |
15,03815.0k
$849.7k |
$849.7k |
0.04% |
Unchanged |
|
| 60 |
Onyx Bridge Wealth Group LLC
0.08% of their portfolio |
TARRYTOWN, NY |
14,87814.9k
$840.7k |
$840.7k |
0.08% |
Unchanged |
|
| 61 |
Main Street Financial Solutions, LLC
0.05% of their portfolio |
NEWTOWN, PA |
14,17914.2k
$801.2k |
$801.2k |
0.05% |
Added
+200 |
+200 |
| 62 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
14,12114.1k
$797.9k |
$797.9k |
0.02% |
Added
+347 |
+347 |
| 63 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
13,92513.9k
$786.8k |
$786.8k |
0.00% |
Reduced
-1.9k |
-1,930 |
| 64 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
13,71313.7k
$774.8k |
$774.8k |
0.01% |
Reduced
-1.4k |
-1,355 |
| 65 |
KINGSWOOD WEALTH ADVISORS, LLC
0.03% of their portfolio |
SAN DIEGO, CA |
13,67413.7k
$772.6k |
$772.6k |
0.03% |
Unchanged |
|
| 66 |
Tanglewood Legacy Advisors, LLC
0.25% of their portfolio |
HOUSTON, TX |
13,65713.7k
$771.7k |
$771.7k |
0.25% |
Unchanged |
|
| 67 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
12,78712.8k
$722.6k |
$722.6k |
0.01% |
Added
+587 |
+587 |
| 68 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
12,40112.4k
$700.7k |
$700.7k |
0.00% |
Added
+294 |
+294 |
| 69 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
12,25312.3k
$692.4k |
$692.4k |
0.02% |
Reduced
-607 |
-607 |
| 70 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
12,15512.2k
$686.8k |
$686.8k |
0.30% |
Added
+4.1k |
+4,106 |
| 71 |
FIDUCIARY FINANCIAL ADVISORS
0.07% of their portfolio |
GRAND RAPIDS, MI |
11,91911.9k
$673.5k |
$673.5k |
0.07% |
New |
|
| 72 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
11,85111.9k
$669.6k |
$669.6k |
0.01% |
Reduced
-70 |
-70 |
| 73 |
Aurora Private Wealth, Inc.
0.42% of their portfolio |
ROCKAWAY, NJ |
11,59711.6k
$655.0k |
$655.0k |
0.42% |
Reduced
-737 |
-737 |
| 74 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
11,57011.6k
$653.8k |
$653.8k |
0.02% |
Reduced
-358 |
-358 |
| 75 |
FORTRESS PRIVATE LEDGER, LLC
0.18% of their portfolio |
RALEIGH, NC |
11,55711.6k
$653.0k |
$653.0k |
0.18% |
Reduced
-146 |
-146 |
| 76 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
11,44611.4k
$644.4k |
$644.4k |
0.00% |
Added
+8.7k |
+8,657 |
| 77 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
11,42511.4k
$645.6k |
$645.6k |
0.00% |
New |
|
| 78 |
Prosperity Consulting Group, LLC
0.02% of their portfolio |
OWINGS MILLS, MD |
11,37211.4k
$642.6k |
$642.6k |
0.02% |
Unchanged |
|
| 79 |
Gerber Kawasaki Wealth & Investment Management
0.02% of their portfolio |
SANTA MONICA, CA |
11,34011.3k
$640.8k |
$640.8k |
0.02% |
Unchanged |
|
| 80 |
Harvest Investment Services, LLC
0.10% of their portfolio |
Oakbrook Terrace, IL |
10,94310.9k
$618.3k |
$618.3k |
0.10% |
Reduced
-112 |
-112 |
| 81 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
10,69610.7k
$604.4k |
$604.4k |
0.00% |
Unchanged |
|
| 82 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
10,56610.6k
$597.0k |
$597.0k |
0.01% |
Unchanged |
|
| 83 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
10,46810.5k
$591.5k |
$591.5k |
0.08% |
Reduced
-54 |
-54 |
| 84 |
Archer Investment Corp
0.06% of their portfolio |
Carmel, IN |
10,46610.5k
$591.4k |
$591.4k |
0.06% |
Added
+5.2k |
+5,233 |
| 85 |
BCGM Wealth Management, LLC
0.12% of their portfolio |
LAFAYETTE, IN |
10,00010.0k
$565.0k |
$565.0k |
0.12% |
Unchanged |
|
| 86 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
9,8519.9k
$556.6k |
$556.6k |
0.00% |
Unchanged |
|
| 87 |
Beacon Financial Advisory LLC
0.11% of their portfolio |
CLEVELAND, OH |
9,6649.7k
$546.1k |
$546.1k |
0.11% |
Reduced
-1.1k |
-1,100 |
| 88 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
9,5449.5k
$539.3k |
$539.3k |
0.00% |
Added
+2.4k |
+2,434 |
| 89 |
Signal Advisors Wealth, LLC
0.03% of their portfolio |
DETROIT, MI |
9,2279.2k
$521.4k |
$521.4k |
0.03% |
Reduced
-330 |
-330 |
| 90 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
8,9218.9k
$504.0k |
$504.0k |
0.00% |
Added
+18 |
+18 |
| 91 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
8,9078.9k
$503.3k |
$503.3k |
0.01% |
Reduced
-1.5k |
-1,531 |
| 92 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
8,7878.8k
$496.9k |
$496.9k |
0.01% |
Unchanged |
|
| 93 |
Valtinson Bruner Financial Planning LLC
0.12% of their portfolio |
NEW BRIGHTON, MN |
8,7488.7k
$494.3k |
$494.3k |
0.12% |
Unchanged |
|
| 94 |
CITIZENS FINANCIAL GROUP INC/RI
0.01% of their portfolio |
PROVIDENCE, RI |
8,6088.6k
$486.4k |
$486.4k |
0.01% |
Unchanged |
|
| 95 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
8,4688.5k
$478.5k |
$478.5k |
0.00% |
Reduced
-68 |
-68 |
| 96 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
8,2988.3k
$468.9k |
$468.9k |
0.02% |
Reduced
-18.3k |
-18,343 |
| 97 |
LANARK FINANCIAL, INC.
0.03% of their portfolio |
BIRMINGHAM, AL |
8,2308.2k
$465.0k |
$465.0k |
0.03% |
Reduced
-307 |
-307 |
| 98 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
8,1868.2k
$462.6k |
$462.6k |
0.01% |
Added
+664 |
+664 |
| 99 |
Stonebridge Financial Group, LLC
0.03% of their portfolio |
Wormleysburg, PA |
8,1558.2k
$460.8k |
$460.8k |
0.03% |
Unchanged |
|
| 100 |
NewEdge Wealth, LLC
0.00% of their portfolio |
STAMFORD, CT |
8,1048.1k
$457.9k |
$457.9k |
0.00% |
Unchanged |
|