| 1 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
483,033483.0k
$28.8m |
$28.8m |
0.01% |
Reduced
-24.7k |
-24,726 |
| 2 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
275,323275.3k
$16.4m |
$16.4m |
0.03% |
Added
+19.5k |
+19,472 |
| 3 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
220,831220.8k
$13.1m |
$13.1m |
0.03% |
Added
+38.7k |
+38,660 |
| 4 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
214,190214.2k
$12.8m |
$12.8m |
0.00% |
Reduced
-219.0k |
-218,970 |
| 5 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
163,531163.5k
$9.7m |
$9.7m |
0.01% |
Reduced
-10.9k |
-10,930 |
| 6 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
157,523157.5k
$9.4m |
$9.4m |
0.01% |
Reduced
-16.2k |
-16,160 |
| 7 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
146,254146.3k
$8.7m |
$8.7m |
0.01% |
Added
+25.4k |
+25,406 |
| 8 |
REAP Financial Group, LLC
1.40% of their portfolio |
AUSTIN, TX |
138,076138.1k
$8.2m |
$8.2m |
1.40% |
Reduced
-2.3k |
-2,302 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
114,070114.1k
$6.8m |
$6.8m |
0.00% |
Reduced
-12.0k |
-12,033 |
| 10 |
CAPTRUST FINANCIAL ADVISORS
0.01% of their portfolio |
RALEIGH, NC |
106,614106.6k
$6.3m |
$6.3m |
0.01% |
Reduced
-1.2k |
-1,160 |
| 11 |
Onyx Bridge Wealth Group LLC
0.55% of their portfolio |
TARRYTOWN, NY |
102,977103.0k
$6.1m |
$6.1m |
0.55% |
Reduced
-6.3k |
-6,331 |
| 12 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
91,76491.8k
$5.5m |
$5.5m |
0.02% |
Reduced
-17.1k |
-17,144 |
| 13 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
85,99186.0k
$5.1m |
$5.1m |
0.01% |
Reduced
-2.5k |
-2,523 |
| 14 |
SMART Wealth LLC
1.04% of their portfolio |
Omaha, NE |
80,70380.7k
$4.8m |
$4.8m |
1.04% |
Reduced
-18.7k |
-18,655 |
| 15 |
MBL Wealth, LLC
0.33% of their portfolio |
CHARLOTTE, NC |
80,20880.2k
$4.8m |
$4.8m |
0.33% |
Reduced
-11.2k |
-11,198 |
| 16 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
72,74972.7k
$4.3m |
$4.3m |
0.01% |
Reduced
-5.9k |
-5,904 |
| 17 |
Keystone Wealth Services, LLC
0.67% of their portfolio |
PALM DESERT, CA |
61,00661.0k
$3.6m |
$3.6m |
0.67% |
Reduced
-5.2k |
-5,205 |
| 18 |
BECK CAPITAL MANAGEMENT, LLC
0.63% of their portfolio |
AUSTIN, TX |
57,77757.8k
$3.4m |
$3.4m |
0.63% |
Added
+374 |
+374 |
| 19 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
55,35355.4k
$3.3m |
$3.3m |
0.01% |
New |
|
| 20 |
STEPHENS INC /AR/
0.04% of their portfolio |
LITTLE ROCK, AR |
53,69653.7k
$3.2m |
$3.2m |
0.04% |
Reduced
-1.3k |
-1,252 |
| 21 |
Concurrent Investment Advisors, LLC
0.03% of their portfolio |
Tampa, FL |
52,24152.2k
$3.1m |
$3.1m |
0.03% |
Reduced
-217 |
-217 |
| 22 |
Main Street Financial Solutions, LLC
0.19% of their portfolio |
NEWTOWN, PA |
48,46948.5k
$2.9m |
$2.9m |
0.19% |
Reduced
-1.2k |
-1,174 |
| 23 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
36,73836.7k
$2.2m |
$2.2m |
0.00% |
Added
+2.5k |
+2,524 |
| 24 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
36,13036.1k
$2.2m |
$2.2m |
0.00% |
Reduced
-837 |
-837 |
| 25 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
34,48034.5k
$2.1m |
$2.1m |
0.02% |
Unchanged |
|
| 26 |
Schulz Wealth, LTD.
1.04% of their portfolio |
MANSFIELD, TX |
33,69533.7k
$2.0m |
$2.0m |
1.04% |
First filing |
|
| 27 |
Ameritas Advisory Services, LLC
0.04% of their portfolio |
Lincoln, NE |
31,71231.7k
$1.9m |
$1.9m |
0.04% |
Added
+21.8k |
+21,792 |
| 28 |
NewEdge Wealth, LLC
0.02% of their portfolio |
STAMFORD, CT |
31,63231.6k
$1.9m |
$1.9m |
0.02% |
Unchanged |
|
| 29 |
INTEGRITY ALLIANCE, LLC.
0.06% of their portfolio |
Urbandale, IA |
29,93529.9k
$1.8m |
$1.8m |
0.06% |
Unchanged |
|
| 30 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
28,11928.1k
$1.7m |
$1.7m |
0.09% |
Added
+1.5k |
+1,453 |
| 31 |
Horizon Investments, LLC
0.02% of their portfolio |
Charlotte, NC |
28,11928.1k
$1.7m |
$1.7m |
0.02% |
New |
|
| 32 |
MONEY CONCEPTS CAPITAL CORP
0.07% of their portfolio |
PALM BEACH GARDENS, FL |
26,67626.7k
$1.6m |
$1.6m |
0.07% |
Added
+3.3k |
+3,282 |
| 33 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
25,22025.2k
$1.5m |
$1.5m |
0.02% |
Reduced
-665 |
-665 |
| 34 |
FWG Investments, LLC.
0.77% of their portfolio |
LEXINGTON, KY |
24,30024.3k
$1.4m |
$1.4m |
0.77% |
Reduced
-1.3k |
-1,268 |
| 35 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
23,82423.8k
$1.4m |
$1.4m |
0.00% |
Added
+16.6k |
+16,589 |
| 36 |
1776 Wealth LLC
0.49% of their portfolio |
ATLANTA, GA |
23,36523.4k
$1.4m |
$1.4m |
0.49% |
Reduced
-3.5k |
-3,450 |
| 37 |
Synergy Asset Management, LLC
0.13% of their portfolio |
VANCOUVER, WA |
23,31323.3k
$1.4m |
$1.4m |
0.13% |
Reduced
-4.0k |
-4,022 |
| 38 |
KINTRA WEALTH, LLC
0.07% of their portfolio |
WILLIAMSPORT, PA |
22,98623.0k
$1.4m |
$1.4m |
0.07% |
Reduced
-140 |
-140 |
| 39 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
22,93822.9k
$1.4m |
$1.4m |
0.00% |
Reduced
-10.3k |
-10,324 |
| 40 |
Integrity Financial Corp /WA
0.64% of their portfolio |
JACKSON, WY |
22,58722.6k
$1.3m |
$1.3m |
0.64% |
Reduced
-2.7k |
-2,737 |
| 41 |
Aurora Private Wealth, Inc.
0.84% of their portfolio |
ROCKAWAY, NJ |
22,33922.3k
$1.3m |
$1.3m |
0.84% |
Reduced
-10.7k |
-10,700 |
| 42 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.16% of their portfolio |
BLUE BELL, PA |
22,15722.2k
$1.3m |
$1.3m |
0.16% |
Reduced
-290 |
-290 |
| 43 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
21,09621.1k
$1.3m |
$1.3m |
0.00% |
Added
+1.6k |
+1,553 |
| 44 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
20,41820.4k
$1.2m |
$1.2m |
0.01% |
Reduced
-1.1k |
-1,133 |
| 45 |
Bleakley Financial Group, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
19,33019.3k
$1.2m |
$1.2m |
0.01% |
Reduced
-806 |
-806 |
| 46 |
Accel Wealth Management
0.25% of their portfolio |
WAVERLY, IA |
18,59118.6k
$1.1m |
$1.1m |
0.25% |
Unchanged |
|
| 47 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
18,49718.5k
$1.1m |
$1.1m |
0.03% |
New |
|
| 48 |
RFG Advisory, LLC
0.02% of their portfolio |
BIRMINGHAM, AL |
17,53217.5k
$1.0m |
$1.0m |
0.02% |
Added
+1.7k |
+1,707 |
| 49 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
14,57514.6k
$867.8k |
$867.8k |
0.01% |
Reduced
-3.4k |
-3,443 |
| 50 |
Bison Wealth, LLC
0.08% of their portfolio |
ATLANTA, GA |
14,31414.3k
$854.8k |
$854.8k |
0.08% |
Unchanged |
|
| 51 |
Prosperity Consulting Group, LLC
0.03% of their portfolio |
OWINGS MILLS, MD |
14,24514.2k
$848.1k |
$848.1k |
0.03% |
Reduced
-2.5k |
-2,515 |
| 52 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
13,64513.6k
$812.4k |
$812.4k |
0.02% |
Added
+331 |
+331 |
| 53 |
Tanglewood Legacy Advisors, LLC
0.26% of their portfolio |
HOUSTON, TX |
13,32513.3k
$793.4k |
$793.4k |
0.26% |
Unchanged |
|
| 54 |
Goldenstone Wealth Management LLC
0.51% of their portfolio |
EL DORADO HILLS, CA |
13,11513.1k
$780.9k |
$780.9k |
0.51% |
Unchanged |
|
| 55 |
Midwest Financial Network, LLC
0.53% of their portfolio |
TINLEY PARK, IL |
12,93612.9k
$770.2k |
$770.2k |
0.53% |
Reduced
-3.3k |
-3,336 |
| 56 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
12,93512.9k
$770.1k |
$770.1k |
0.01% |
Reduced
-679 |
-679 |
| 57 |
Archer Investment Corp
0.07% of their portfolio |
Carmel, IN |
12,82012.8k
$763.3k |
$763.3k |
0.07% |
Added
+6.4k |
+6,410 |
| 58 |
LM Advisors LLC
0.08% of their portfolio |
SAN DIEGO, CA |
12,00012.0k
$713.0k |
$713.0k |
0.08% |
Added
+11.4k |
+11,354 |
| 59 |
Crown Wealth Group, LLC
0.18% of their portfolio |
Charlotte, NC |
11,69911.7k
$696.6k |
$696.6k |
0.18% |
Unchanged |
|
| 60 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
11,51211.5k
$685.4k |
$685.4k |
0.30% |
Added
+3.9k |
+3,904 |
| 61 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
11,28411.3k
$671.9k |
$671.9k |
0.03% |
Reduced
-1.5k |
-1,472 |
| 62 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
11,25511.3k
$670.1k |
$670.1k |
0.01% |
Unchanged |
|
| 63 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
11,23311.2k
$668.8k |
$668.8k |
0.00% |
Added
+466 |
+466 |
| 64 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
11,20011.2k
$666.0k |
$666.0k |
0.00% |
Added
+6.9k |
+6,853 |
| 65 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
11,12411.1k
$662.3k |
$662.3k |
0.01% |
Reduced
-65.5k |
-65,525 |
| 66 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
11,02811.0k
$656.6k |
$656.6k |
0.01% |
Reduced
-1.7k |
-1,710 |
| 67 |
SOA Wealth Advisors, LLC.
0.11% of their portfolio |
NEW YORK, NY |
10,95010.9k
$652.0k |
$652.0k |
0.11% |
Added
+214 |
+214 |
| 68 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
10,91210.9k
$650.0k |
$650.0k |
0.03% |
Reduced
-126 |
-126 |
| 69 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
10,69110.7k
$635.5k |
$635.5k |
0.00% |
New |
|
| 70 |
DHJJ Financial Advisors, Ltd.
0.18% of their portfolio |
NAPERVILLE, IL |
10,53410.5k
$627.2k |
$627.2k |
0.18% |
Reduced
-229 |
-229 |
| 71 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
10,11710.1k
$604.8k |
$604.8k |
0.00% |
Reduced
-465 |
-465 |
| 72 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
9,99010.0k
$594.8k |
$594.8k |
0.00% |
Unchanged |
|
| 73 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
9,8749.9k
$587.9k |
$587.9k |
0.00% |
Unchanged |
|
| 74 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
9,7659.8k
$581.4k |
$581.4k |
0.01% |
Reduced
-1.4k |
-1,424 |
| 75 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.16% of their portfolio |
WATERLOO, IA |
9,6989.7k
$577.4k |
$577.4k |
0.16% |
Reduced
-30 |
-30 |
| 76 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
9,5999.6k
$571.5k |
$571.5k |
0.08% |
Reduced
-40 |
-40 |
| 77 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
9,2019.2k
$547.8k |
$547.8k |
0.01% |
Added
+259 |
+259 |
| 78 |
Stonebridge Financial Group, LLC
0.04% of their portfolio |
Wormleysburg, PA |
9,1709.2k
$546.0k |
$546.0k |
0.04% |
Unchanged |
|
| 79 |
Faithward Advisors, LLC
0.07% of their portfolio |
LANCASTER, PA |
9,1559.2k
$545.1k |
$545.1k |
0.07% |
Reduced
-82 |
-82 |
| 80 |
Griffith & Werner, Inc.
0.25% of their portfolio |
CANTON, GA |
9,0859.1k
$541.0k |
$541.0k |
0.25% |
Unchanged |
|
| 81 |
Strategic Blueprint, LLC
0.03% of their portfolio |
ATLANTA, GA |
8,9328.9k
$531.8k |
$531.8k |
0.03% |
Reduced
-17.2k |
-17,177 |
| 82 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
8,8858.9k
$529.0k |
$529.0k |
0.00% |
Reduced
-2.5k |
-2,452 |
| 83 |
Grantvest Financial Group LLC
0.31% of their portfolio |
MATAWAN, NJ |
8,8608.9k
$527.5k |
$527.5k |
0.31% |
Reduced
-575 |
-575 |
| 84 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
8,8338.8k
$525.9k |
$525.9k |
0.01% |
Added
+2 |
+2 |
| 85 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
8,6858.7k
$517.5k |
$517.5k |
0.00% |
Reduced
-5.4k |
-5,389 |
| 86 |
Cerity Partners LLC
0.00% of their portfolio |
NEW YORK, NY |
8,1108.1k
$482.9k |
$482.9k |
0.00% |
Reduced
-106 |
-106 |
| 87 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
8,0398.0k
$479.0k |
$479.0k |
0.00% |
New |
|
| 88 |
Harvest Investment Services, LLC
0.07% of their portfolio |
Oakbrook Terrace, IL |
7,8907.9k
$469.8k |
$469.8k |
0.07% |
Reduced
-998 |
-998 |
| 89 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
7,8547.9k
$467.1k |
$467.1k |
0.02% |
Added
+97 |
+97 |
| 90 |
Kingsview Wealth Management, LLC
0.01% of their portfolio |
GRANTS PASS, OR |
7,8217.8k
$465.7k |
$465.7k |
0.01% |
Unchanged |
|
| 91 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
7,1767.2k
$427.3k |
$427.3k |
0.01% |
Reduced
-1.4k |
-1,422 |
| 92 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
7,0887.1k
$422.0k |
$422.0k |
0.02% |
Reduced
-5.2k |
-5,163 |
| 93 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
6,9727.0k
$415.1k |
$415.1k |
0.00% |
Added
+1.7k |
+1,703 |
| 94 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
6,5306.5k
$388.8k |
$388.8k |
0.01% |
Reduced
-74 |
-74 |
| 95 |
EP Wealth Advisors, LLC
0.00% of their portfolio |
TORRANCE, CA |
6,4836.5k
$386.0k |
$386.0k |
0.00% |
New |
|
| 96 |
Outlook Wealth Advisors, LLC
0.08% of their portfolio |
SHENANDOAH, TX |
6,1436.1k
$365.8k |
$365.8k |
0.08% |
Reduced
-3.0k |
-3,034 |
| 97 |
SILVER OAK SECURITIES, INCORPORATED
0.02% of their portfolio |
JACKSON, TN |
6,1226.1k
$364.5k |
$364.5k |
0.02% |
Reduced
-159 |
-159 |
| 98 |
Buck Wealth Strategies, LLC
0.04% of their portfolio |
DENVER, CO |
5,8915.9k
$350.8k |
$350.8k |
0.04% |
Reduced
-840 |
-840 |
| 99 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
5,7565.8k
$342.7k |
$342.7k |
0.02% |
Unchanged |
|
| 100 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
5,6885.7k
$338.7k |
$338.7k |
0.00% |
Reduced
-20.9k |
-20,859 |