| 1 |
Wealthcare Advisory Partners LLC
0.77% of their portfolio |
WEST CHESTER, PA |
741,908741.9k
$40.9m |
$40.9m |
0.77% |
Added
+8.0k |
+8,006 |
| 2 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
298,150298.1k
$16.4m |
$16.4m |
0.03% |
Added
+18.2k |
+18,158 |
| 3 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
297,940297.9k
$16.4m |
$16.4m |
0.02% |
Added
+19.0k |
+19,016 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
217,847217.8k
$12.0m |
$12.0m |
0.01% |
Reduced
-150.2k |
-150,224 |
| 5 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
212,430212.4k
$11.7m |
$11.7m |
0.00% |
Reduced
-28.2k |
-28,213 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
196,805196.8k
$10.8m |
$10.8m |
0.00% |
Reduced
-291.1k |
-291,149 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
191,163191.2k
$10.5m |
$10.5m |
0.01% |
Reduced
-11.9k |
-11,899 |
| 8 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
182,416182.4k
$10.0m |
$10.0m |
0.00% |
Reduced
-13.7k |
-13,668 |
| 9 |
REAP Financial Group, LLC
1.18% of their portfolio |
AUSTIN, TX |
125,551125.6k
$6.9m |
$6.9m |
1.18% |
Reduced
-12.4k |
-12,414 |
| 10 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
110,990111.0k
$6.1m |
$6.1m |
0.02% |
Reduced
-51.5k |
-51,452 |
| 11 |
Schulz Wealth, LTD.
2.93% of their portfolio |
MANSFIELD, TX |
103,086103.1k
$5.7m |
$5.7m |
2.93% |
First filing |
|
| 12 |
Keystone Wealth Services, LLC
0.96% of their portfolio |
PALM DESERT, CA |
93,48293.5k
$5.1m |
$5.1m |
0.96% |
Reduced
-800 |
-800 |
| 13 |
Strategic Blueprint, LLC
0.23% of their portfolio |
ATLANTA, GA |
84,73784.7k
$4.7m |
$4.7m |
0.23% |
Reduced
-19.0k |
-19,030 |
| 14 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
84,06984.1k
$4.6m |
$4.6m |
0.01% |
Added
+16.4k |
+16,386 |
| 15 |
1776 Wealth LLC
1.43% of their portfolio |
ATLANTA, GA |
73,40873.4k
$4.0m |
$4.0m |
1.43% |
Unchanged |
|
| 16 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
69,27669.3k
$3.8m |
$3.8m |
0.00% |
Added
+909 |
+909 |
| 17 |
Prospera Financial Services Inc
0.06% of their portfolio |
Dallas, TX |
69,16069.2k
$3.8m |
$3.8m |
0.06% |
Reduced
-285 |
-285 |
| 18 |
HARBOUR INVESTMENTS, INC.
0.05% of their portfolio |
MADISON, WI |
67,19167.2k
$3.7m |
$3.7m |
0.05% |
Reduced
-5.9k |
-5,941 |
| 19 |
HRT FINANCIAL LP
0.01% of their portfolio |
NEW YORK, NY |
62,63262.6k
$3.4m |
$3.4m |
0.01% |
New |
|
| 20 |
Fragasso Financial Advisors Inc
0.18% of their portfolio |
SEWICKLEY, PA |
60,52260.5k
$3.3m |
$3.3m |
0.18% |
Reduced
-776 |
-776 |
| 21 |
OLD MISSION CAPITAL LLC
0.08% of their portfolio |
CHICAGO, IL |
58,46358.5k
$3.2m |
$3.2m |
0.08% |
Added
+48.1k |
+48,139 |
| 22 |
ERn Financial, LLC
0.39% of their portfolio |
MIDDLETON, WI |
42,83842.8k
$2.4m |
$2.4m |
0.39% |
Reduced
-187 |
-187 |
| 23 |
Integrity Financial Corp /WA
1.11% of their portfolio |
JACKSON, WY |
42,12142.1k
$2.3m |
$2.3m |
1.11% |
Reduced
-923 |
-923 |
| 24 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
34,88234.9k
$1.9m |
$1.9m |
0.01% |
Reduced
-1.8k |
-1,814 |
| 25 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
32,50732.5k
$1.8m |
$1.8m |
0.00% |
Reduced
-1.9k |
-1,867 |
| 26 |
Gerber Kawasaki Wealth & Investment Management
0.05% of their portfolio |
SANTA MONICA, CA |
31,87331.9k
$1.8m |
$1.8m |
0.05% |
Reduced
-400 |
-400 |
| 27 |
BECK CAPITAL MANAGEMENT, LLC
0.31% of their portfolio |
AUSTIN, TX |
30,50330.5k
$1.7m |
$1.7m |
0.31% |
Added
+6.0k |
+6,032 |
| 28 |
Sloy Dahl & Holst, LLC
0.21% of their portfolio |
Vancouver, WA |
30,48230.5k
$1.7m |
$1.7m |
0.21% |
Unchanged |
|
| 29 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
30,38830.4k
$1.7m |
$1.7m |
0.09% |
Added
+1.6k |
+1,633 |
| 30 |
FWG Investments, LLC.
0.84% of their portfolio |
LEXINGTON, KY |
28,84528.8k
$1.6m |
$1.6m |
0.84% |
Reduced
-30 |
-30 |
| 31 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.19% of their portfolio |
BLUE BELL, PA |
27,80327.8k
$1.5m |
$1.5m |
0.19% |
Reduced
-47 |
-47 |
| 32 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
26,96727.0k
$1.5m |
$1.5m |
0.00% |
Reduced
-179 |
-179 |
| 33 |
McKinley Carter Wealth Services, Inc.
0.08% of their portfolio |
WHEELING, WV |
26,40626.4k
$1.5m |
$1.5m |
0.08% |
Unchanged |
|
| 34 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
25,72125.7k
$1.4m |
$1.4m |
0.00% |
Added
+269 |
+269 |
| 35 |
Bleakley Financial Group, LLC
0.02% of their portfolio |
PARSIPPANY, NJ |
24,69824.7k
$1.4m |
$1.4m |
0.02% |
Unchanged |
|
| 36 |
Signal Advisors Wealth, LLC
0.07% of their portfolio |
DETROIT, MI |
24,56424.6k
$1.4m |
$1.4m |
0.07% |
Reduced
-13.2k |
-13,163 |
| 37 |
Octavia Wealth Advisors, LLC
0.12% of their portfolio |
CINCINNATI, OH |
24,45124.5k
$1.3m |
$1.3m |
0.12% |
Unchanged |
|
| 38 |
American Alpha Advisors, LLC
0.73% of their portfolio |
NEW YORK, NY |
22,43722.4k
$1.2m |
$1.2m |
0.73% |
Reduced
-23 |
-23 |
| 39 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
22,18922.2k
$1.2m |
$1.2m |
0.02% |
Added
+12.4k |
+12,357 |
| 40 |
Accel Wealth Management
0.27% of their portfolio |
WAVERLY, IA |
21,69121.7k
$1.2m |
$1.2m |
0.27% |
Reduced
-1.5k |
-1,489 |
| 41 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.34% of their portfolio |
WATERLOO, IA |
21,67821.7k
$1.2m |
$1.2m |
0.34% |
Reduced
-31 |
-31 |
| 42 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
21,60921.6k
$1.2m |
$1.2m |
0.02% |
Reduced
-410 |
-410 |
| 43 |
CENTAURUS FINANCIAL, INC.
0.05% of their portfolio |
ANAHEIM, CA |
21,11321.1k
$1.2m |
$1.2m |
0.05% |
Unchanged |
|
| 44 |
LEGACY SOLUTIONS, LLC
0.92% of their portfolio |
KENNETT SQUARE, PA |
20,67420.7k
$1.1m |
$1.1m |
0.92% |
Reduced
-2.4k |
-2,414 |
| 45 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05% of their portfolio |
BRENTWOOD, TN |
20,10120.1k
$1.1m |
$1.1m |
0.05% |
Unchanged |
|
| 46 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
19,82419.8k
$1.1m |
$1.1m |
0.00% |
Reduced
-6.1k |
-6,131 |
| 47 |
Clear Creek Financial Management, LLC
0.07% of their portfolio |
SILVERDALE, WA |
19,17919.2k
$1.1m |
$1.1m |
0.07% |
Unchanged |
|
| 48 |
Wood Tarver Financial Group, LLC
0.25% of their portfolio |
BOISE, ID |
19,13219.1k
$1.1m |
$1.1m |
0.25% |
Reduced
-2.4k |
-2,410 |
| 49 |
SILVER OAK SECURITIES, INCORPORATED
0.06% of their portfolio |
JACKSON, TN |
18,86518.9k
$1.0m |
$1.0m |
0.06% |
Unchanged |
|
| 50 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
17,96618.0k
$989.0k |
$989.0k |
0.00% |
Reduced
-6.1k |
-6,098 |
| 51 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
17,55417.6k
$966.9k |
$966.9k |
0.03% |
Added
+402 |
+402 |
| 52 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
17,34417.3k
$955.3k |
$955.3k |
0.01% |
Added
+1.9k |
+1,888 |
| 53 |
DHJJ Financial Advisors, Ltd.
0.27% of their portfolio |
NAPERVILLE, IL |
17,10817.1k
$942.3k |
$942.3k |
0.27% |
Reduced
-479 |
-479 |
| 54 |
INTEGRITY ALLIANCE, LLC.
0.03% of their portfolio |
Urbandale, IA |
16,90016.9k
$930.9k |
$930.9k |
0.03% |
Reduced
-2.0k |
-2,000 |
| 55 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
16,13716.1k
$888.8k |
$888.8k |
0.00% |
Unchanged |
|
| 56 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
15,74715.7k
$867.4k |
$867.4k |
0.01% |
Reduced
-65 |
-65 |
| 57 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
15,18215.2k
$836.2k |
$836.2k |
0.00% |
Reduced
-403 |
-403 |
| 58 |
LM Advisors LLC
0.09% of their portfolio |
SAN DIEGO, CA |
14,62214.6k
$805.0k |
$805.0k |
0.09% |
Added
+13.9k |
+13,886 |
| 59 |
BEACON FINANCIAL GROUP
0.07% of their portfolio |
DALLAS, TX |
14,56314.6k
$802.1k |
$802.1k |
0.07% |
Reduced
-2.9k |
-2,902 |
| 60 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
13,96814.0k
$769.4k |
$769.4k |
0.01% |
Reduced
-13 |
-13 |
| 61 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
13,88113.9k
$764.6k |
$764.6k |
0.02% |
Reduced
-53.5k |
-53,458 |
| 62 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
13,81513.8k
$758.0k |
$758.0k |
0.00% |
Added
+13.0k |
+12,994 |
| 63 |
KINGSWOOD WEALTH ADVISORS, LLC
0.03% of their portfolio |
SAN DIEGO, CA |
13,75513.8k
$757.6k |
$757.6k |
0.03% |
Reduced
-1.9k |
-1,900 |
| 64 |
KINTRA WEALTH, LLC
0.04% of their portfolio |
WILLIAMSPORT, PA |
13,67713.7k
$772.4k |
$772.4k |
0.04% |
Unchanged |
|
| 65 |
SWMG, LLC
0.18% of their portfolio |
FORT WORTH, TX |
13,62113.6k
$755.1k |
$755.1k |
0.18% |
Unchanged |
|
| 66 |
Harvest Investment Services, LLC
0.11% of their portfolio |
Oakbrook Terrace, IL |
12,79912.8k
$705.0k |
$705.0k |
0.11% |
Reduced
-338 |
-338 |
| 67 |
ACT Advisors, LLC.
0.23% of their portfolio |
ASHEVILLE, NC |
12,46812.5k
$686.7k |
$686.7k |
0.23% |
Unchanged |
|
| 68 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
12,45912.5k
$686.2k |
$686.2k |
0.30% |
Added
+4.2k |
+4,162 |
| 69 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
12,35312.4k
$680.4k |
$680.4k |
0.00% |
New |
|
| 70 |
Main Street Financial Solutions, LLC
0.04% of their portfolio |
NEWTOWN, PA |
11,89611.9k
$655.2k |
$655.2k |
0.04% |
Reduced
-391 |
-391 |
| 71 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
11,67111.7k
$642.8k |
$642.8k |
0.00% |
Reduced
-90.8k |
-90,765 |
| 72 |
Ignite Planners, LLC
0.09% of their portfolio |
SAN CLEMENTE, CA |
11,64511.6k
$641.4k |
$641.4k |
0.09% |
Reduced
-372 |
-372 |
| 73 |
FIDUCIARY FINANCIAL ADVISORS
0.06% of their portfolio |
GRAND RAPIDS, MI |
11,58511.6k
$637.9k |
$637.9k |
0.06% |
New |
|
| 74 |
Chris Bulman Inc
0.23% of their portfolio |
ROSEVILLE, CA |
11,47111.5k
$631.8k |
$631.8k |
0.23% |
Reduced
-114 |
-114 |
| 75 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
11,33711.3k
$624.4k |
$624.4k |
0.01% |
Reduced
-207 |
-207 |
| 76 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
10,90010.9k
$600.4k |
$600.4k |
0.00% |
Added
+5.3k |
+5,300 |
| 77 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
10,35610.4k
$570.4k |
$570.4k |
0.08% |
Reduced
-80 |
-80 |
| 78 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
10,21710.2k
$562.8k |
$562.8k |
0.00% |
Reduced
-13 |
-13 |
| 79 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
10,14210.1k
$558.6k |
$558.6k |
0.00% |
Reduced
-3.7k |
-3,672 |
| 80 |
Archer Investment Corp
0.05% of their portfolio |
Carmel, IN |
9,8949.9k
$545.0k |
$545.0k |
0.05% |
Added
+4.9k |
+4,947 |
| 81 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
9,5509.6k
$526.0k |
$526.0k |
0.00% |
Added
+1.2k |
+1,200 |
| 82 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
9,4929.5k
$522.8k |
$522.8k |
0.00% |
Unchanged |
|
| 83 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
9,3239.3k
$513.5k |
$513.5k |
0.01% |
Added
+200 |
+200 |
| 84 |
NOVEM GROUP
0.05% of their portfolio |
Rochester, NY |
9,1259.1k
$502.6k |
$502.6k |
0.05% |
Unchanged |
|
| 85 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
8,8648.9k
$488.5k |
$488.5k |
0.00% |
Reduced
-4.4k |
-4,421 |
| 86 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
8,5308.5k
$470.0k |
$470.0k |
0.00% |
Reduced
-304 |
-304 |
| 87 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
8,4058.4k
$462.9k |
$462.9k |
0.00% |
Unchanged |
|
| 88 |
Diversify Advisory Services, LLC
0.01% of their portfolio |
SANDY, UT |
8,2838.3k
$456.8k |
$456.8k |
0.01% |
New |
|
| 89 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
SANDY, UT |
8,2838.3k
$456.8k |
$456.8k |
0.01% |
Unchanged |
|
| 90 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
8,1068.1k
$450.0k |
$450.0k |
0.00% |
Reduced
-52 |
-52 |
| 91 |
INSIGNEO ADVISORY SERVICES, LLC
0.02% of their portfolio |
MIAMI, FL |
7,4947.5k
$412.8k |
$412.8k |
0.02% |
Unchanged |
|
| 92 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
7,4407.4k
$409.8k |
$409.8k |
0.00% |
Reduced
-800 |
-800 |
| 93 |
Summit Wealth Partners, LLC
0.06% of their portfolio |
Orlando, FL |
7,3147.3k
$402.9k |
$402.9k |
0.06% |
Unchanged |
|
| 94 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
7,2397.2k
$398.7k |
$398.7k |
0.00% |
Reduced
-80 |
-80 |
| 95 |
STEPHENS INC /AR/
0.00% of their portfolio |
LITTLE ROCK, AR |
6,7026.7k
$369.1k |
$369.1k |
0.00% |
Unchanged |
|
| 96 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
6,4736.5k
$353.2k |
$353.2k |
0.01% |
New |
|
| 97 |
Apollon Wealth Management, LLC
0.00% of their portfolio |
MOUNT PLEASANT, SC |
6,2206.2k
$342.6k |
$342.6k |
0.00% |
Unchanged |
|
| 98 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,1336.1k
$337.8k |
$337.8k |
0.01% |
Reduced
-356 |
-356 |
| 99 |
Share Andrew L.
0.17% of their portfolio |
MANCHESTER, NH |
6,0006.0k
$330.5k |
$330.5k |
0.17% |
Unchanged |
|
| 100 |
Allie Family Office LLC
0.12% of their portfolio |
MIAMI, FL |
5,9506.0k
$327.7k |
$327.7k |
0.12% |
Unchanged |
|