| 1 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
249,063249.1k
$10.7m |
$10.7m |
0.02% |
Reduced
-16.3k |
-16,342 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
228,459228.5k
$10.0m |
$10.0m |
0.01% |
Reduced
-20.5k |
-20,491 |
| 3 |
Kestra Advisory Services, LLC
0.05% of their portfolio |
AUSTIN, TX |
225,198225.2k
$9.9m |
$9.9m |
0.05% |
Added
+30.4k |
+30,435 |
| 4 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
137,738137.7k
$6.0m |
$6.0m |
0.00% |
Added
+2.9k |
+2,850 |
| 5 |
Hartford Financial Management Inc.
1.32% of their portfolio |
WEST HARTFORD, CT |
113,502113.5k
$5.0m |
$5.0m |
1.32% |
Added
+1.9k |
+1,918 |
| 6 |
REAP Financial Group, LLC
1.06% of their portfolio |
AUSTIN, TX |
111,160111.2k
$4.9m |
$4.9m |
1.06% |
Reduced
-1.5k |
-1,529 |
| 7 |
BEACON FINANCIAL GROUP
0.46% of their portfolio |
DALLAS, TX |
106,760106.8k
$4.7m |
$4.7m |
0.46% |
Reduced
-16.9k |
-16,883 |
| 8 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
104,964105.0k
$4.6m |
$4.6m |
0.01% |
Added
+2.0k |
+1,972 |
| 9 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
88,96989.0k
$3.9m |
$3.9m |
0.01% |
Reduced
-11.5k |
-11,521 |
| 10 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
82,15782.2k
$3.6m |
$3.6m |
0.01% |
Reduced
-1.2k |
-1,249 |
| 11 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
77,10777.1k
$3.4m |
$3.4m |
0.00% |
Added
+4.3k |
+4,290 |
| 12 |
Global Retirement Partners, LLC
0.07% of their portfolio |
San Rafael, CA |
75,61975.6k
$3.3m |
$3.3m |
0.07% |
Reduced
-3.0k |
-2,987 |
| 13 |
HARBOUR INVESTMENTS, INC.
0.07% of their portfolio |
MADISON, WI |
71,98272.0k
$3.2m |
$3.2m |
0.07% |
Reduced
-1.5k |
-1,531 |
| 14 |
Aptus Capital Advisors, LLC
0.03% of their portfolio |
FAIRHOPE, AL |
65,30065.3k
$2.9m |
$2.9m |
0.03% |
Unchanged |
|
| 15 |
GUARDIAN WEALTH ADVISORS, LLC / NC
0.19% of their portfolio |
RALEIGH, NC |
65,30065.3k
$2.9m |
$2.9m |
0.19% |
Unchanged |
|
| 16 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
60,19260.2k
$2.6m |
$2.6m |
0.01% |
Reduced
-3.7k |
-3,662 |
| 17 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
58,41458.4k
$2.6m |
$2.6m |
0.00% |
Reduced
-7.4k |
-7,379 |
| 18 |
FOUNDERS FINANCIAL SECURITIES LLC
0.17% of their portfolio |
TOWSON, MD |
56,06756.1k
$2.5m |
$2.5m |
0.17% |
Added
+16.5k |
+16,510 |
| 19 |
OLD MISSION CAPITAL LLC
0.08% of their portfolio |
CHICAGO, IL |
51,29851.3k
$2.2m |
$2.2m |
0.08% |
Added
+33.2k |
+33,212 |
| 20 |
Ignite Planners, LLC
0.33% of their portfolio |
SAN CLEMENTE, CA |
45,95546.0k
$2.0m |
$2.0m |
0.33% |
Reduced
-3.3k |
-3,274 |
| 21 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
43,89343.9k
$1.8m |
$1.8m |
0.01% |
Added
+21.4k |
+21,406 |
| 22 |
Wood Tarver Financial Group, LLC
0.56% of their portfolio |
BOISE, ID |
42,99943.0k
$1.9m |
$1.9m |
0.56% |
Reduced
-2.2k |
-2,156 |
| 23 |
LifeWealth Investments, LLC
0.29% of their portfolio |
WINTER GARDEN, FL |
42,85442.9k
$1.9m |
$1.9m |
0.29% |
Reduced
-2.8k |
-2,836 |
| 24 |
Strategic Blueprint, LLC
0.08% of their portfolio |
ATLANTA, GA |
42,28642.3k
$1.9m |
$1.9m |
0.08% |
Reduced
-480 |
-480 |
| 25 |
Spire Wealth Management
0.06% of their portfolio |
MCLEAN, VA |
42,14942.1k
$1.8m |
$1.8m |
0.06% |
Reduced
-27.5k |
-27,536 |
| 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
40,15140.2k
$1.8m |
$1.8m |
0.00% |
Added
+35.3k |
+35,335 |
| 27 |
Farther Finance Advisors, LLC
0.03% of their portfolio |
SAN FRANCISCO, CA |
39,94639.9k
$1.7m |
$1.7m |
0.03% |
Reduced
-30.7k |
-30,664 |
| 28 |
SPINNAKER TRUST
0.09% of their portfolio |
PORTLAND, ME |
37,71337.7k
$1.7m |
$1.7m |
0.09% |
Unchanged |
|
| 29 |
Clear Creek Financial Management, LLC
0.13% of their portfolio |
SILVERDALE, WA |
34,37934.4k
$1.5m |
$1.5m |
0.13% |
Reduced
-10.3k |
-10,308 |
| 30 |
Prosperity Consulting Group, LLC
0.07% of their portfolio |
OWINGS MILLS, MD |
34,03034.0k
$1.5m |
$1.5m |
0.07% |
Reduced
-350 |
-350 |
| 31 |
Integrity Financial Corp /WA
0.69% of their portfolio |
JACKSON, WY |
33,21733.2k
$1.5m |
$1.5m |
0.69% |
Reduced
-532 |
-532 |
| 32 |
SAGESPRING WEALTH PARTNERS, LLC
0.03% of their portfolio |
FRANKLIN, TN |
31,20031.2k
$1.4m |
$1.4m |
0.03% |
Unchanged |
|
| 33 |
Glen Eagle Advisors, LLC
0.18% of their portfolio |
KINGSTON, NJ |
30,11430.1k
$1.3m |
$1.3m |
0.18% |
Added
+1.8k |
+1,774 |
| 34 |
StoneX Group Inc.
0.05% of their portfolio |
NEW YORK, NY |
23,97724.0k
$1.0m |
$1.0m |
0.05% |
Reduced
-1.0k |
-1,042 |
| 35 |
Ameritas Advisory Services, LLC
0.07% of their portfolio |
Lincoln, NE |
23,84723.8k
$1.0m |
$1.0m |
0.07% |
Added
+2.9k |
+2,949 |
| 36 |
Sowell Financial Services LLC
0.04% of their portfolio |
NORTH LITTLE ROCK, AR |
22,88322.9k
$1.0m |
$1.0m |
0.04% |
Reduced
-1.6k |
-1,634 |
| 37 |
CFC Planning Co LLC
0.73% of their portfolio |
CICERO, IN |
19,91619.9k
$871.7k |
$871.7k |
0.73% |
New |
|
| 38 |
WORLD EQUITY GROUP, INC.
0.19% of their portfolio |
SCHAUMBURG, IL |
19,59019.6k
$857.5k |
$857.5k |
0.19% |
Unchanged |
|
| 39 |
BRASS TAX WEALTH MANAGEMENT, INC
0.14% of their portfolio |
CINCINNATI, OH |
18,79818.8k
$822.8k |
$822.8k |
0.14% |
Reduced
-1.2k |
-1,206 |
| 40 |
SOA Wealth Advisors, LLC.
0.14% of their portfolio |
NEW YORK, NY |
18,44518.4k
$807.3k |
$807.3k |
0.14% |
Reduced
-10 |
-10 |
| 41 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
17,80817.8k
$779.5k |
$779.5k |
0.00% |
New |
|
| 42 |
Optivise Advisory Services LLC
0.41% of their portfolio |
FRANKLIN, TN |
15,91315.9k
$696.5k |
$696.5k |
0.41% |
Reduced
-36 |
-36 |
| 43 |
Buck Wealth Strategies, LLC
0.09% of their portfolio |
DENVER, CO |
14,76714.8k
$646.4k |
$646.4k |
0.09% |
Reduced
-156 |
-156 |
| 44 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
14,30714.3k
$626.0k |
$626.0k |
0.00% |
Added
+447 |
+447 |
| 45 |
Schulz Wealth, LTD.
0.40% of their portfolio |
MANSFIELD, TX |
13,70013.7k
$599.6k |
$599.6k |
0.40% |
Unchanged |
|
| 46 |
Quartz Partners, LLC
0.21% of their portfolio |
SARATOGA SPRINGS, NY |
13,55813.6k
$593.4k |
$593.4k |
0.21% |
New |
|
| 47 |
Clark Capital Management Group, Inc.
0.00% of their portfolio |
PHILADELPHIA, PA |
13,06613.1k
$571.9k |
$571.9k |
0.00% |
New |
|
| 48 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
11,58611.6k
$507.1k |
$507.1k |
0.01% |
Reduced
-317 |
-317 |
| 49 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
11,15411.2k
$488.0k |
$488.0k |
0.00% |
Unchanged |
|
| 50 |
Tanglewood Legacy Advisors, LLC
0.18% of their portfolio |
HOUSTON, TX |
10,81710.8k
$473.5k |
$473.5k |
0.18% |
Unchanged |
|
| 51 |
MTM Investment Management, LLC
0.15% of their portfolio |
SPARTANBURG, SC |
10,57010.6k
$462.6k |
$462.6k |
0.15% |
Unchanged |
|
| 52 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
10,36910.4k
$453.9k |
$453.9k |
0.00% |
Added
+1.5k |
+1,500 |
| 53 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.36% of their portfolio |
ANCHORAGE, AK |
10,18110.2k
$445.6k |
$445.6k |
0.36% |
Reduced
-981 |
-981 |
| 54 |
EVOLUTION WEALTH MANAGEMENT INC.
0.45% of their portfolio |
FORT MYERS, FL |
10,07210.1k
$440.9k |
$440.9k |
0.45% |
Reduced
-2.8k |
-2,819 |
| 55 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
10,05210.1k
$440.0k |
$440.0k |
0.01% |
Reduced
-1.8k |
-1,767 |
| 56 |
McKinley Carter Wealth Services, Inc.
0.02% of their portfolio |
WHEELING, WV |
9,8009.8k
$428.9k |
$428.9k |
0.02% |
Unchanged |
|
| 57 |
PRECEDENT WEALTH PARTNERS, LLC
0.09% of their portfolio |
HOUSTON, TX |
9,7579.8k
$427.1k |
$427.1k |
0.09% |
Reduced
-26.0k |
-25,988 |
| 58 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
8,9559.0k
$392.0k |
$392.0k |
0.00% |
Added
+985 |
+985 |
| 59 |
Grantvest Financial Group LLC
0.26% of their portfolio |
MATAWAN, NJ |
8,5538.6k
$374.4k |
$374.4k |
0.26% |
Reduced
-3.1k |
-3,145 |
| 60 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
8,5308.5k
$373.4k |
$373.4k |
0.01% |
Unchanged |
|
| 61 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
8,5158.5k
$372.7k |
$372.7k |
0.01% |
Unchanged |
|
| 62 |
Stratos Wealth Partners, LTD.
0.00% of their portfolio |
BEACHWOOD, OH |
8,4528.5k
$369.9k |
$369.9k |
0.00% |
Reduced
-12 |
-12 |
| 63 |
Sage Capital Advisors,llc
0.08% of their portfolio |
SIOUX FALLS, SD |
7,7567.8k
$339.5k |
$339.5k |
0.08% |
Reduced
-1 |
-1 |
| 64 |
Sunbelt Securities, Inc.
0.02% of their portfolio |
HOUSTON, TX |
7,6577.7k
$335.1k |
$335.1k |
0.02% |
Reduced
-670 |
-670 |
| 65 |
JOURNEY STRATEGIC WEALTH LLC
0.01% of their portfolio |
SUMMIT, NJ |
7,3867.4k
$323.3k |
$323.3k |
0.01% |
Unchanged |
|
| 66 |
CWC Advisors, LLC.
0.16% of their portfolio |
LAKE OSWEGO, OR |
7,3517.4k
$321.8k |
$321.8k |
0.16% |
Reduced
-2.5k |
-2,507 |
| 67 |
MONEY CONCEPTS CAPITAL CORP
0.02% of their portfolio |
PALM BEACH GARDENS, FL |
7,1507.2k
$313.0k |
$313.0k |
0.02% |
Unchanged |
|
| 68 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
7,1297.1k
$312.0k |
$312.0k |
0.00% |
Reduced
-1.9k |
-1,857 |
| 69 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.02% of their portfolio |
DENVER, CO |
6,7636.8k
$296.0k |
$296.0k |
0.02% |
New |
|
| 70 |
Certified Advisory Corp
0.03% of their portfolio |
ALTAMONTE SPRINGS, FL |
6,2206.2k
$272.2k |
$272.2k |
0.03% |
Unchanged |
|
| 71 |
Accelerate Investment Advisors LLC
0.18% of their portfolio |
ALISO VIEJO, CA |
6,0486.0k
$264.7k |
$264.7k |
0.18% |
Unchanged |
|
| 72 |
Cottage Street Advisors LLC
0.11% of their portfolio |
MARION, MA |
6,0156.0k
$263.3k |
$263.3k |
0.11% |
Unchanged |
|
| 73 |
Capasso Planning Partners LLC
0.16% of their portfolio |
CHARLESTON, SC |
5,9806.0k
$261.7k |
$261.7k |
0.16% |
Reduced
-139 |
-139 |
| 74 |
HERITAGE OAK WEALTH ADVISORS LLC
0.09% of their portfolio |
SANTA ROSA BEACH, FL |
5,7285.7k
$250.7k |
$250.7k |
0.09% |
Unchanged |
|
| 75 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.07% of their portfolio |
WILLIAMSVILLE, NY |
5,7155.7k
$250.0k |
$250.0k |
0.07% |
Unchanged |
|
| 76 |
Lakeridge Wealth Management LLC
0.11% of their portfolio |
MENTOR, OH |
5,6155.6k
$245.8k |
$245.8k |
0.11% |
Unchanged |
|
| 77 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
5,4315.4k
$237.7k |
$237.7k |
0.00% |
Unchanged |
|
| 78 |
WealthPlan Investment Management, LLC
0.02% of their portfolio |
OMAHA, NE |
5,4265.4k
$237.5k |
$237.5k |
0.02% |
Reduced
-298 |
-298 |
| 79 |
BRIGHTON JONES LLC
0.01% of their portfolio |
SEATTLE, WA |
5,3385.3k
$233.6k |
$233.6k |
0.01% |
Unchanged |
|
| 80 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
5,1305.1k
$224.5k |
$224.5k |
0.02% |
Reduced
-100 |
-100 |
| 81 |
Ritter Daniher Financial Advisory LLC / DE
0.04% of their portfolio |
CINCINNATI, OH |
5,1005.1k
$223.2k |
$223.2k |
0.04% |
New |
|
| 82 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.00% of their portfolio |
LOS ANGELES, CA |
5,0715.1k
$222.0k |
$222.0k |
0.00% |
Unchanged |
|
| 83 |
Legacy Capital Wealth Partners, LLC
0.05% of their portfolio |
LITTLE ROCK, AR |
5,0175.0k
$219.6k |
$219.6k |
0.05% |
Unchanged |
|
| 84 |
Santori & Peters, Inc.
0.08% of their portfolio |
CANONSBURG, PA |
4,9895.0k
$218.4k |
$218.4k |
0.08% |
Unchanged |
|
| 85 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
4,9645.0k
$217.3k |
$217.3k |
0.03% |
Reduced
-13 |
-13 |
| 86 |
Grant Street Asset Management, Inc.
0.04% of their portfolio |
CANONSBURG, PA |
4,7434.7k
$207.6k |
$207.6k |
0.04% |
New |
|
| 87 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,5994.6k
$201.3k |
$201.3k |
0.00% |
Added
+1.6k |
+1,628 |
| 88 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
4,5004.5k
$197.0k |
$197.0k |
0.02% |
Unchanged |
|
| 89 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
3,1423.1k
$137.5k |
$137.5k |
0.00% |
Added
+77 |
+77 |
| 90 |
MassMutual Private Wealth & Trust, FSB
0.00% of their portfolio |
Windsor, CT |
2,5652.6k
$112.3k |
$112.3k |
0.00% |
Unchanged |
|
| 91 |
Capital Investment Advisory Services, LLC
0.01% of their portfolio |
RALEIGH, NC |
2,4892.5k
$108.9k |
$108.9k |
0.01% |
Unchanged |
|
| 92 |
Creekmur Asset Management LLC
0.01% of their portfolio |
MORTON, IL |
1,9822.0k
$86.8k |
$86.8k |
0.01% |
Unchanged |
|
| 93 |
WINNACLE WEALTH LLC
0.06% of their portfolio |
WACO, TX |
1,6761.7k
$73.7k |
$73.7k |
0.06% |
New |
|
| 94 |
Financial Network Wealth Advisors LLC
0.06% of their portfolio |
MURRAY, UT |
1,3121.3k
$57.4k |
$57.4k |
0.06% |
Unchanged |
|
| 95 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
1,2451.2k
$54.5k |
$54.5k |
0.00% |
Reduced
-7 |
-7 |
| 96 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
755755
$33.0k |
$33.0k |
0.00% |
Reduced
-196 |
-196 |
| 97 |
Topsail Wealth Management, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
500500
$21.9k |
$21.9k |
0.00% |
Unchanged |
|
| 98 |
DHJJ Financial Advisors, Ltd.
0.01% of their portfolio |
NAPERVILLE, IL |
450450
$19.7k |
$19.7k |
0.01% |
Unchanged |
|
| 99 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
400400
$17.5k |
$17.5k |
0.00% |
Unchanged |
|
| 100 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
384384
$16.8k |
$16.8k |
0.00% |
Reduced
-179 |
-179 |