| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
713,174713.2k
$39.9m |
$39.9m |
0.01% |
Reduced
-7.2k |
-7,239 |
| 2 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
575,024575.0k
$32.2m |
$32.2m |
0.01% |
Reduced
-13.1k |
-13,140 |
| 3 |
CWM, LLC
0.05% of their portfolio |
OMAHA, NE |
332,091332.1k
$18.6m |
$18.6m |
0.05% |
Reduced
-19.0k |
-18,963 |
| 4 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
327,435327.4k
$18.3m |
$18.3m |
0.02% |
Reduced
-61.1k |
-61,103 |
| 5 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
231,595231.6k
$12.9m |
$12.9m |
0.03% |
Added
+30.7k |
+30,659 |
| 6 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
230,077230.1k
$12.9m |
$12.9m |
0.02% |
Reduced
-6.0k |
-6,030 |
| 7 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
211,890211.9k
$11.8m |
$11.8m |
0.03% |
Added
+14.4k |
+14,436 |
| 8 |
REAP Financial Group, LLC
1.61% of their portfolio |
AUSTIN, TX |
142,154142.2k
$7.9m |
$7.9m |
1.61% |
Reduced
-4.8k |
-4,771 |
| 9 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
136,285136.3k
$7.6m |
$7.6m |
0.01% |
Reduced
-56.3k |
-56,287 |
| 10 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
134,924134.9k
$7.5m |
$7.5m |
0.00% |
Reduced
-6.5k |
-6,527 |
| 11 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
119,801119.8k
$6.7m |
$6.7m |
0.08% |
Reduced
-3.6k |
-3,593 |
| 12 |
Motiv8 Investments LLC
3.53% of their portfolio |
PORT ST. LUCIE, FL |
115,835115.8k
$6.5m |
$6.5m |
3.53% |
Reduced
-3.0k |
-3,031 |
| 13 |
Onyx Bridge Wealth Group LLC
0.68% of their portfolio |
TARRYTOWN, NY |
114,023114.0k
$6.4m |
$6.4m |
0.68% |
Reduced
-963 |
-963 |
| 14 |
CAPTRUST FINANCIAL ADVISORS
0.01% of their portfolio |
RALEIGH, NC |
107,774107.8k
$6.0m |
$6.0m |
0.01% |
Reduced
-635 |
-635 |
| 15 |
STEPHENS INC /AR/
0.07% of their portfolio |
LITTLE ROCK, AR |
106,360106.4k
$5.9m |
$5.9m |
0.07% |
Reduced
-15.8k |
-15,755 |
| 16 |
SACKS & ASSOCIATES, LLC
4.30% of their portfolio |
WARREN, NJ |
104,695104.7k
$5.9m |
$5.9m |
4.30% |
First filing |
|
| 17 |
SMART Wealth LLC
1.77% of their portfolio |
Omaha, NE |
103,957104.0k
$5.8m |
$5.8m |
1.77% |
Reduced
-11.2k |
-11,196 |
| 18 |
NOVEM GROUP
0.62% of their portfolio |
Rochester, NY |
96,34396.3k
$5.4m |
$5.4m |
0.62% |
Reduced
-485 |
-485 |
| 19 |
MBL Wealth, LLC
0.42% of their portfolio |
CHARLOTTE, NC |
94,12894.1k
$5.3m |
$5.3m |
0.42% |
Reduced
-1.6k |
-1,560 |
| 20 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
89,12489.1k
$5.0m |
$5.0m |
0.01% |
Reduced
-2.1k |
-2,074 |
| 21 |
MGO ONE SEVEN LLC
0.09% of their portfolio |
Beachwood, OH |
82,41382.4k
$4.6m |
$4.6m |
0.09% |
Reduced
-784 |
-784 |
| 22 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
81,93681.9k
$4.6m |
$4.6m |
0.02% |
Added
+1.3k |
+1,324 |
| 23 |
BAM Wealth Management, LLC
3.24% of their portfolio |
LAKEWOOD, CO |
80,11180.1k
$4.5m |
$4.5m |
3.24% |
Reduced
-10.3k |
-10,254 |
| 24 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
59,27259.3k
$3.3m |
$3.3m |
0.01% |
Reduced
-1.7k |
-1,701 |
| 25 |
BECK CAPITAL MANAGEMENT, LLC
0.78% of their portfolio |
AUSTIN, TX |
58,58258.6k
$3.3m |
$3.3m |
0.78% |
Reduced
-2.3k |
-2,265 |
| 26 |
CreativeOne Wealth, LLC
0.07% of their portfolio |
OVERLAND PARK, KS |
55,31955.3k
$3.1m |
$3.1m |
0.07% |
Reduced
-654 |
-654 |
| 27 |
Main Street Financial Solutions, LLC
0.21% of their portfolio |
NEWTOWN, PA |
50,60750.6k
$2.8m |
$2.8m |
0.21% |
Reduced
-1.9k |
-1,880 |
| 28 |
Opes Wealth Management LLC
0.48% of their portfolio |
MENLO PARK, CA |
50,48850.5k
$2.8m |
$2.8m |
0.48% |
Added
+1.6k |
+1,585 |
| 29 |
INTEGRITY ALLIANCE, LLC.
0.09% of their portfolio |
Urbandale, IA |
44,59344.6k
$2.5m |
$2.5m |
0.09% |
New |
|
| 30 |
Aurora Private Wealth, Inc.
1.39% of their portfolio |
ROCKAWAY, NJ |
38,08338.1k
$2.1m |
$2.1m |
1.39% |
First filing |
|
| 31 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
37,95438.0k
$2.1m |
$2.1m |
0.00% |
Added
+1.4k |
+1,433 |
| 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
36,62436.6k
$2.0m |
$2.0m |
0.00% |
Added
+18.5k |
+18,526 |
| 33 |
Apollon Wealth Management, LLC
0.03% of their portfolio |
MOUNT PLEASANT, SC |
34,48034.5k
$1.9m |
$1.9m |
0.03% |
Reduced
-118 |
-118 |
| 34 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
34,20334.2k
$1.9m |
$1.9m |
0.00% |
Reduced
-939 |
-939 |
| 35 |
Schulz Wealth, LTD.
1.21% of their portfolio |
MANSFIELD, TX |
33,70833.7k
$1.9m |
$1.9m |
1.21% |
Reduced
-4.5k |
-4,462 |
| 36 |
Synergy Asset Management, LLC
0.19% of their portfolio |
VANCOUVER, WA |
31,87831.9k
$1.8m |
$1.8m |
0.19% |
Reduced
-47.0k |
-46,975 |
| 37 |
NewEdge Wealth, LLC
0.02% of their portfolio |
STAMFORD, CT |
31,63231.6k
$1.8m |
$1.8m |
0.02% |
Unchanged |
|
| 38 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
30,24730.2k
$1.7m |
$1.7m |
0.00% |
Added
+12.7k |
+12,651 |
| 39 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
29,31629.3k
$1.6m |
$1.6m |
0.00% |
Added
+841 |
+841 |
| 40 |
FWG Investments, LLC.
0.98% of their portfolio |
LEXINGTON, KY |
27,59527.6k
$1.5m |
$1.5m |
0.98% |
Reduced
-908 |
-908 |
| 41 |
Integrity Financial Corp /WA
0.77% of their portfolio |
JACKSON, WY |
27,07927.1k
$1.5m |
$1.5m |
0.77% |
Reduced
-502 |
-502 |
| 42 |
1776 Wealth LLC
0.56% of their portfolio |
ATLANTA, GA |
26,81526.8k
$1.5m |
$1.5m |
0.56% |
Unchanged |
|
| 43 |
Midwest Financial Network, LLC
1.12% of their portfolio |
TINLEY PARK, IL |
25,97426.0k
$1.5m |
$1.5m |
1.12% |
Reduced
-13.8k |
-13,793 |
| 44 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
24,44624.4k
$1.4m |
$1.4m |
0.08% |
Added
+2.8k |
+2,777 |
| 45 |
Concurrent Investment Advisors, LLC
0.02% of their portfolio |
Tampa, FL |
24,10124.1k
$1.3m |
$1.3m |
0.02% |
Added
+766 |
+766 |
| 46 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.20% of their portfolio |
BLUE BELL, PA |
23,98724.0k
$1.3m |
$1.3m |
0.20% |
Reduced
-20 |
-20 |
| 47 |
Ferguson Shapiro LLC
0.40% of their portfolio |
DECATUR, GA |
23,24423.2k
$1.3m |
$1.3m |
0.40% |
Reduced
-377.7k |
-377,700 |
| 48 |
Semus Wealth Partners LLC
0.70% of their portfolio |
Boca Raton, FL |
23,18623.2k
$1.3m |
$1.3m |
0.70% |
Unchanged |
|
| 49 |
Strategic Blueprint, LLC
0.08% of their portfolio |
ATLANTA, GA |
22,82522.8k
$1.3m |
$1.3m |
0.08% |
Added
+14.0k |
+13,995 |
| 50 |
KINTRA WEALTH, LLC
0.18% of their portfolio |
WILLIAMSPORT, PA |
22,58622.6k
$1.3m |
$1.3m |
0.18% |
New |
|
| 51 |
OLD MISSION CAPITAL LLC
0.05% of their portfolio |
CHICAGO, IL |
22,17722.2k
$1.2m |
$1.2m |
0.05% |
Added
+17.0k |
+17,012 |
| 52 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
21,78621.8k
$1.2m |
$1.2m |
0.01% |
Reduced
-25 |
-25 |
| 53 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
21,53921.5k
$1.2m |
$1.2m |
0.02% |
Added
+2.0k |
+2,005 |
| 54 |
MONEY CONCEPTS CAPITAL CORP
0.06% of their portfolio |
PALM BEACH GARDENS, FL |
20,20820.2k
$1.1m |
$1.1m |
0.06% |
New |
|
| 55 |
Bleakley Financial Group, LLC
0.02% of their portfolio |
PARSIPPANY, NJ |
20,13620.1k
$1.1m |
$1.1m |
0.02% |
Reduced
-1.6k |
-1,588 |
| 56 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
19,99120.0k
$1.1m |
$1.1m |
0.00% |
Reduced
-282 |
-282 |
| 57 |
SOA Wealth Advisors, LLC.
0.18% of their portfolio |
NEW YORK, NY |
19,14119.1k
$1.1m |
$1.1m |
0.18% |
Unchanged |
|
| 58 |
Accel Wealth Management
0.29% of their portfolio |
WAVERLY, IA |
18,99119.0k
$1.1m |
$1.1m |
0.29% |
Unchanged |
|
| 59 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
18,45118.5k
$1.0m |
$1.0m |
0.00% |
Added
+1.6k |
+1,554 |
| 60 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
17,57317.6k
$982.6k |
$982.6k |
0.01% |
Unchanged |
|
| 61 |
Prosperity Consulting Group, LLC
0.04% of their portfolio |
OWINGS MILLS, MD |
16,76016.8k
$937.1k |
$937.1k |
0.04% |
Reduced
-505 |
-505 |
| 62 |
VestGen Investment Management
0.49% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
15,73415.7k
$879.8k |
$879.8k |
0.49% |
Added
+1.6k |
+1,587 |
| 63 |
RFG Advisory, LLC
0.02% of their portfolio |
BIRMINGHAM, AL |
14,71214.7k
$822.6k |
$822.6k |
0.02% |
Added
+1.1k |
+1,118 |
| 64 |
KINGSWOOD WEALTH ADVISORS, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
14,52714.5k
$812.3k |
$812.3k |
0.04% |
Reduced
-76 |
-76 |
| 65 |
GTS SECURITIES LLC
0.03% of their portfolio |
NEW YORK, NY |
14,49114.5k
$810.3k |
$810.3k |
0.03% |
New |
|
| 66 |
Signal Advisors Wealth, LLC
0.06% of their portfolio |
DETROIT, MI |
14,32314.3k
$800.9k |
$800.9k |
0.06% |
Added
+5.8k |
+5,754 |
| 67 |
Bison Wealth, LLC
0.09% of their portfolio |
ATLANTA, GA |
14,31414.3k
$781.3k |
$781.3k |
0.09% |
New |
|
| 68 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
14,30114.3k
$804.3k |
$804.3k |
0.00% |
Reduced
-11.8k |
-11,832 |
| 69 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.05% of their portfolio |
KOKOMO, IN |
14,20414.2k
$794.2k |
$794.2k |
0.05% |
Reduced
-360 |
-360 |
| 70 |
IFP Advisors, Inc
0.02% of their portfolio |
TAMPA, FL |
14,06814.1k
$786.6k |
$786.6k |
0.02% |
Reduced
-1.9k |
-1,861 |
| 71 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
13,62513.6k
$761.9k |
$761.9k |
0.02% |
Added
+1.5k |
+1,454 |
| 72 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
13,40613.4k
$749.6k |
$749.6k |
0.03% |
Added
+320 |
+320 |
| 73 |
Tanglewood Legacy Advisors, LLC
0.28% of their portfolio |
HOUSTON, TX |
13,32513.3k
$745.1k |
$745.1k |
0.28% |
Reduced
-508 |
-508 |
| 74 |
Goldenstone Wealth Management LLC
0.55% of their portfolio |
EL DORADO HILLS, CA |
13,16513.2k
$736.1k |
$736.1k |
0.55% |
First filing |
|
| 75 |
TFB Advisors LLC
0.20% of their portfolio |
OVERLAND PARK, KS |
13,08513.1k
$731.7k |
$731.7k |
0.20% |
Reduced
-266 |
-266 |
| 76 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
13,04213.0k
$729.3k |
$729.3k |
0.00% |
Unchanged |
|
| 77 |
McKinley Carter Wealth Services, Inc.
0.04% of their portfolio |
WHEELING, WV |
12,75612.8k
$713.3k |
$713.3k |
0.04% |
Unchanged |
|
| 78 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
12,63812.6k
$706.7k |
$706.7k |
0.01% |
Reduced
-148 |
-148 |
| 79 |
Crown Wealth Group, LLC
0.18% of their portfolio |
Charlotte, NC |
11,69911.7k
$654.2k |
$654.2k |
0.18% |
Unchanged |
|
| 80 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
11,54511.5k
$645.5k |
$645.5k |
0.00% |
Added
+1.1k |
+1,116 |
| 81 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
11,25511.3k
$629.3k |
$629.3k |
0.01% |
Unchanged |
|
| 82 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
11,03811.0k
$617.0k |
$617.0k |
0.03% |
Reduced
-70 |
-70 |
| 83 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
10,91410.9k
$610.3k |
$610.3k |
0.00% |
Reduced
-422 |
-422 |
| 84 |
DHJJ Financial Advisors, Ltd.
0.20% of their portfolio |
NAPERVILLE, IL |
10,86310.9k
$607.4k |
$607.4k |
0.20% |
Reduced
-114 |
-114 |
| 85 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
10,82410.8k
$605.2k |
$605.2k |
0.04% |
Unchanged |
|
| 86 |
WORLD EQUITY GROUP, INC.
0.16% of their portfolio |
SCHAUMBURG, IL |
10,23510.2k
$572.3k |
$572.3k |
0.16% |
Reduced
-1.0k |
-1,010 |
| 87 |
Grantvest Financial Group LLC
0.37% of their portfolio |
MATAWAN, NJ |
10,19810.2k
$570.2k |
$570.2k |
0.37% |
Unchanged |
|
| 88 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
10,03610.0k
$561.1k |
$561.1k |
0.01% |
Reduced
-1.8k |
-1,756 |
| 89 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
9,99010.0k
$558.6k |
$558.6k |
0.00% |
Reduced
-9.3k |
-9,316 |
| 90 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
9,8749.9k
$552.1k |
$552.1k |
0.00% |
Reduced
-841 |
-841 |
| 91 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.17% of their portfolio |
WATERLOO, IA |
9,8459.8k
$550.5k |
$550.5k |
0.17% |
Added
+250 |
+250 |
| 92 |
Faithward Advisors, LLC
0.08% of their portfolio |
LANCASTER, PA |
9,4539.5k
$528.6k |
$528.6k |
0.08% |
Reduced
-708 |
-708 |
| 93 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
9,3219.3k
$521.2k |
$521.2k |
0.02% |
Reduced
-3.5k |
-3,485 |
| 94 |
Griffith & Werner, Inc.
0.26% of their portfolio |
CANTON, GA |
9,2639.3k
$517.9k |
$517.9k |
0.26% |
Reduced
-100 |
-100 |
| 95 |
Outlook Wealth Advisors, LLC
0.12% of their portfolio |
SHENANDOAH, TX |
9,1779.2k
$513.1k |
$513.1k |
0.12% |
Unchanged |
|
| 96 |
Stonebridge Financial Group, LLC
0.04% of their portfolio |
Wormleysburg, PA |
9,1709.2k
$512.7k |
$512.7k |
0.04% |
Unchanged |
|
| 97 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
8,9428.9k
$500.0k |
$500.0k |
0.01% |
Reduced
-80 |
-80 |
| 98 |
Harvest Investment Services, LLC
0.09% of their portfolio |
Oakbrook Terrace, IL |
8,8758.9k
$496.3k |
$496.3k |
0.09% |
Reduced
-1.4k |
-1,407 |
| 99 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
8,7688.8k
$490.2k |
$490.2k |
0.02% |
Reduced
-1.0k |
-1,009 |
| 100 |
Keating Financial Advisory Services, Inc.
0.07% of their portfolio |
MANHATTAN, KS |
8,7588.8k
$489.7k |
$489.7k |
0.07% |
First filing |
|