| 1 |
Decker Wealth Management LLC
3.64% of their portfolio |
NASHVILLE, TN |
367,718367.7k
$16.6m |
$16.6m |
3.64% |
First filing |
|
| 2 |
First International Bank of Israel Ltd.
5.92% of their portfolio |
TEL AVIV, L3 |
275,000275.0k
$12.4m |
$12.4m |
5.92% |
New |
|
| 3 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
247,443247.4k
$11.2m |
$11.2m |
0.02% |
Reduced
-1.6k |
-1,620 |
| 4 |
Kestra Advisory Services, LLC
0.04% of their portfolio |
AUSTIN, TX |
226,179226.2k
$10.2m |
$10.2m |
0.04% |
Added
+981 |
+981 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
195,840195.8k
$8.8m |
$8.8m |
0.01% |
Reduced
-32.6k |
-32,619 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
172,734172.7k
$7.8m |
$7.8m |
0.00% |
Added
+95.6k |
+95,627 |
| 7 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
131,437131.4k
$5.9m |
$5.9m |
0.01% |
Added
+26.5k |
+26,473 |
| 8 |
Spectrum Asset Management, Inc. (NB/CA)
1.80% of their portfolio |
NEWPORT BEACH, CA |
119,993120.0k
$5.4m |
$5.4m |
1.80% |
New |
|
| 9 |
REAP Financial Group, LLC
1.04% of their portfolio |
AUSTIN, TX |
113,544113.5k
$5.1m |
$5.1m |
1.04% |
Added
+2.4k |
+2,384 |
| 10 |
Hartford Financial Management Inc.
1.32% of their portfolio |
WEST HARTFORD, CT |
112,637112.6k
$5.1m |
$5.1m |
1.32% |
Reduced
-865 |
-865 |
| 11 |
Ausdal Financial Partners, Inc.
0.22% of their portfolio |
Davenport, IA |
103,811103.8k
$4.7m |
$4.7m |
0.22% |
New |
|
| 12 |
BEACON FINANCIAL GROUP
0.46% of their portfolio |
DALLAS, TX |
102,150102.2k
$4.6m |
$4.6m |
0.46% |
Reduced
-4.6k |
-4,610 |
| 13 |
Ritter Daniher Financial Advisory LLC / DE
0.71% of their portfolio |
CINCINNATI, OH |
93,88493.9k
$4.2m |
$4.2m |
0.71% |
Added
+88.8k |
+88,784 |
| 14 |
HARBOUR INVESTMENTS, INC.
0.08% of their portfolio |
MADISON, WI |
90,23090.2k
$4.1m |
$4.1m |
0.08% |
Added
+18.2k |
+18,248 |
| 15 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
88,67088.7k
$4.0m |
$4.0m |
0.00% |
Reduced
-49.1k |
-49,068 |
| 16 |
Global Retirement Partners, LLC
0.06% of their portfolio |
San Rafael, CA |
77,17777.2k
$3.5m |
$3.5m |
0.06% |
Added
+1.6k |
+1,558 |
| 17 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
67,42267.4k
$3.0m |
$3.0m |
0.01% |
Reduced
-14.7k |
-14,735 |
| 18 |
Aptus Capital Advisors, LLC
0.03% of their portfolio |
FAIRHOPE, AL |
65,30065.3k
$2.9m |
$2.9m |
0.03% |
Unchanged |
|
| 19 |
GUARDIAN WEALTH ADVISORS, LLC / NC
0.18% of their portfolio |
RALEIGH, NC |
65,30065.3k
$2.9m |
$2.9m |
0.18% |
Unchanged |
|
| 20 |
FOUNDERS FINANCIAL SECURITIES LLC
0.16% of their portfolio |
TOWSON, MD |
61,25061.2k
$2.8m |
$2.8m |
0.16% |
Added
+5.2k |
+5,183 |
| 21 |
Santori & Peters, Inc.
0.92% of their portfolio |
CANONSBURG, PA |
59,50859.5k
$2.7m |
$2.7m |
0.92% |
Added
+54.5k |
+54,519 |
| 22 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
56,38256.4k
$2.5m |
$2.5m |
0.01% |
Reduced
-3.8k |
-3,810 |
| 23 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
49,57649.6k
$2.2m |
$2.2m |
0.00% |
Reduced
-8.8k |
-8,838 |
| 24 |
Ignite Planners, LLC
0.33% of their portfolio |
SAN CLEMENTE, CA |
46,99047.0k
$2.1m |
$2.1m |
0.33% |
Added
+1.0k |
+1,035 |
| 25 |
Strategic Blueprint, LLC
0.11% of their portfolio |
ATLANTA, GA |
42,22542.2k
$1.9m |
$1.9m |
0.11% |
Reduced
-61 |
-61 |
| 26 |
Wood Tarver Financial Group, LLC
0.53% of their portfolio |
BOISE, ID |
41,66841.7k
$1.9m |
$1.9m |
0.53% |
Reduced
-1.3k |
-1,331 |
| 27 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
36,78936.8k
$1.7m |
$1.7m |
0.02% |
Reduced
-3.2k |
-3,157 |
| 28 |
SAGESPRING WEALTH PARTNERS, LLC
0.03% of their portfolio |
FRANKLIN, TN |
36,13536.1k
$1.6m |
$1.6m |
0.03% |
Added
+4.9k |
+4,935 |
| 29 |
Spire Wealth Management
0.05% of their portfolio |
MCLEAN, VA |
35,39635.4k
$1.6m |
$1.6m |
0.05% |
Reduced
-6.8k |
-6,753 |
| 30 |
SPINNAKER TRUST
0.08% of their portfolio |
PORTLAND, ME |
34,09934.1k
$1.5m |
$1.5m |
0.08% |
Reduced
-3.6k |
-3,614 |
| 31 |
Prosperity Consulting Group, LLC
0.07% of their portfolio |
OWINGS MILLS, MD |
33,58033.6k
$1.5m |
$1.5m |
0.07% |
Reduced
-450 |
-450 |
| 32 |
Glen Eagle Advisors, LLC
0.18% of their portfolio |
KINGSTON, NJ |
30,11430.1k
$1.4m |
$1.4m |
0.18% |
Unchanged |
|
| 33 |
Integrity Financial Corp /WA
0.68% of their portfolio |
JACKSON, WY |
29,93829.9k
$1.3m |
$1.3m |
0.68% |
Reduced
-3.3k |
-3,279 |
| 34 |
Commonwealth Financial Services, LLC
0.21% of their portfolio |
VIENNA, WV |
28,77228.8k
$1.3m |
$1.3m |
0.21% |
New |
|
| 35 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
28,26828.3k
$1.3m |
$1.3m |
0.00% |
Reduced
-60.7k |
-60,701 |
| 36 |
StoneX Group Inc.
0.05% of their portfolio |
NEW YORK, NY |
23,99224.0k
$1.1m |
$1.1m |
0.05% |
Added
+15 |
+15 |
| 37 |
LifeWealth Investments, LLC
0.30% of their portfolio |
WINTER GARDEN, FL |
21,08421.1k
$950.7k |
$950.7k |
0.30% |
Reduced
-21.8k |
-21,770 |
| 38 |
IMC-Chicago, LLC
0.02% of their portfolio |
CHICAGO, IL |
20,73120.7k
$934.8k |
$934.8k |
0.02% |
New |
|
| 39 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
20,67620.7k
$932.3k |
$932.3k |
0.00% |
New |
|
| 40 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
20,66720.7k
$931.9k |
$931.9k |
0.02% |
New |
|
| 41 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
20,24220.2k
$918.8k |
$918.8k |
0.00% |
Added
+5.9k |
+5,935 |
| 42 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
20,09920.1k
$906.3k |
$906.3k |
0.00% |
Added
+13.0k |
+12,970 |
| 43 |
WORLD EQUITY GROUP, INC.
0.25% of their portfolio |
SCHAUMBURG, IL |
19,59019.6k
$883.3k |
$883.3k |
0.25% |
Unchanged |
|
| 44 |
CFC Planning Co LLC
0.67% of their portfolio |
CICERO, IN |
19,27819.3k
$869.2k |
$869.2k |
0.67% |
Reduced
-638 |
-638 |
| 45 |
Kovack Advisors, Inc.
0.04% of their portfolio |
FT. LAUDERDALE, FL |
19,15519.2k
$863.7k |
$863.7k |
0.04% |
New |
|
| 46 |
Sowell Financial Services LLC
0.03% of their portfolio |
NORTH LITTLE ROCK, AR |
18,44018.4k
$831.4k |
$831.4k |
0.03% |
Reduced
-4.4k |
-4,443 |
| 47 |
SOA Wealth Advisors, LLC.
0.14% of their portfolio |
NEW YORK, NY |
18,43518.4k
$831.2k |
$831.2k |
0.14% |
Reduced
-10 |
-10 |
| 48 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
17,90317.9k
$807.2k |
$807.2k |
0.01% |
New |
|
| 49 |
Falcon Wealth Planning
0.06% of their portfolio |
Ontario, CA |
16,60316.6k
$748.6k |
$748.6k |
0.06% |
New |
|
| 50 |
Clark Capital Management Group, Inc.
0.00% of their portfolio |
PHILADELPHIA, PA |
16,17216.2k
$729.2k |
$729.2k |
0.00% |
Added
+3.1k |
+3,106 |
| 51 |
Optivise Advisory Services LLC
0.41% of their portfolio |
FRANKLIN, TN |
15,91315.9k
$717.5k |
$717.5k |
0.41% |
Unchanged |
|
| 52 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.18% of their portfolio |
WILLIAMSVILLE, NY |
14,62114.6k
$659.0k |
$659.0k |
0.18% |
Added
+8.9k |
+8,906 |
| 53 |
Clear Creek Financial Management, LLC
0.05% of their portfolio |
SILVERDALE, WA |
14,47714.5k
$652.8k |
$652.8k |
0.05% |
Reduced
-19.9k |
-19,902 |
| 54 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
14,25714.3k
$642.8k |
$642.8k |
0.00% |
Reduced
-29.6k |
-29,636 |
| 55 |
Buck Wealth Strategies, LLC
0.08% of their portfolio |
DENVER, CO |
14,23414.2k
$641.8k |
$641.8k |
0.08% |
Reduced
-533 |
-533 |
| 56 |
Quartz Partners, LLC
0.23% of their portfolio |
SARATOGA SPRINGS, NY |
13,55813.6k
$611.3k |
$611.3k |
0.23% |
Unchanged |
|
| 57 |
Schulz Wealth, LTD.
0.37% of their portfolio |
MANSFIELD, TX |
12,92712.9k
$582.9k |
$582.9k |
0.37% |
Reduced
-773 |
-773 |
| 58 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
12,45112.5k
$561.4k |
$561.4k |
0.00% |
Reduced
-27.7k |
-27,700 |
| 59 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
12,19812.2k
$550.0k |
$550.0k |
0.02% |
Reduced
-11.6k |
-11,649 |
| 60 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
11,63611.6k
$524.7k |
$524.7k |
0.01% |
Added
+50 |
+50 |
| 61 |
Tanglewood Legacy Advisors, LLC
0.19% of their portfolio |
HOUSTON, TX |
11,40011.4k
$514.0k |
$514.0k |
0.19% |
Added
+583 |
+583 |
| 62 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
10,65610.7k
$480.0k |
$480.0k |
0.00% |
Reduced
-498 |
-498 |
| 63 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.40% of their portfolio |
ANCHORAGE, AK |
10,57210.6k
$477.8k |
$477.8k |
0.40% |
Added
+391 |
+391 |
| 64 |
MTM Investment Management, LLC
0.15% of their portfolio |
SPARTANBURG, SC |
10,57010.6k
$476.6k |
$476.6k |
0.15% |
Unchanged |
|
| 65 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
10,36910.4k
$467.5k |
$467.5k |
0.00% |
Unchanged |
|
| 66 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
10,02010.0k
$436.7k |
$436.7k |
0.00% |
New |
|
| 67 |
McKinley Carter Wealth Services, Inc.
0.02% of their portfolio |
WHEELING, WV |
9,8009.8k
$441.9k |
$441.9k |
0.02% |
Unchanged |
|
| 68 |
PRECEDENT WEALTH PARTNERS, LLC
0.09% of their portfolio |
HOUSTON, TX |
9,7579.8k
$439.9k |
$439.9k |
0.09% |
Unchanged |
|
| 69 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
8,9478.9k
$403.4k |
$403.4k |
0.01% |
Added
+417 |
+417 |
| 70 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
8,5158.5k
$383.9k |
$383.9k |
0.01% |
Unchanged |
|
| 71 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
8,3538.4k
$376.6k |
$376.6k |
0.00% |
Reduced
-9.5k |
-9,455 |
| 72 |
Cottage Street Advisors LLC
0.16% of their portfolio |
MARION, MA |
8,2938.3k
$373.9k |
$373.9k |
0.16% |
Added
+2.3k |
+2,278 |
| 73 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
8,2228.2k
$370.7k |
$370.7k |
0.00% |
New |
|
| 74 |
Madrona Financial Services, LLC
0.08% of their portfolio |
EVERETT, WA |
8,2188.2k
$370.6k |
$370.6k |
0.08% |
New |
|
| 75 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,9558.0k
$358.7k |
$358.7k |
0.00% |
Reduced
-1.0k |
-1,000 |
| 76 |
ATX Financial Planning, LLC
0.27% of their portfolio |
AUSTIN, TX |
7,8807.9k
$355.3k |
$355.3k |
0.27% |
First filing |
|
| 77 |
Grantvest Financial Group LLC
0.23% of their portfolio |
MATAWAN, NJ |
7,8387.8k
$353.4k |
$353.4k |
0.23% |
Reduced
-715 |
-715 |
| 78 |
Sage Capital Advisors,llc
0.08% of their portfolio |
SIOUX FALLS, SD |
7,7567.8k
$349.7k |
$349.7k |
0.08% |
Unchanged |
|
| 79 |
Stratos Wealth Partners, LTD.
0.00% of their portfolio |
BEACHWOOD, OH |
7,6577.7k
$345.3k |
$345.3k |
0.00% |
Reduced
-795 |
-795 |
| 80 |
JOURNEY STRATEGIC WEALTH LLC
0.01% of their portfolio |
SUMMIT, NJ |
7,3867.4k
$333.0k |
$333.0k |
0.01% |
Unchanged |
|
| 81 |
Sunbelt Securities, Inc.
0.02% of their portfolio |
HOUSTON, TX |
7,3467.3k
$331.2k |
$331.2k |
0.02% |
Reduced
-311 |
-311 |
| 82 |
MONEY CONCEPTS CAPITAL CORP
0.02% of their portfolio |
PALM BEACH GARDENS, FL |
7,1507.2k
$322.4k |
$322.4k |
0.02% |
Unchanged |
|
| 83 |
Capital Investment Advisory Services, LLC
0.02% of their portfolio |
RALEIGH, NC |
7,0137.0k
$316.2k |
$316.2k |
0.02% |
Added
+4.5k |
+4,524 |
| 84 |
Vestmark Advisory Solutions, Inc.
0.00% of their portfolio |
Wakefield, MA |
6,7636.8k
$304.9k |
$304.9k |
0.00% |
New |
|
| 85 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.01% of their portfolio |
DENVER, CO |
6,7636.8k
$304.9k |
$304.9k |
0.01% |
Unchanged |
|
| 86 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
6,2716.3k
$282.8k |
$282.8k |
0.03% |
Added
+1.3k |
+1,307 |
| 87 |
Certified Advisory Corp
0.03% of their portfolio |
ALTAMONTE SPRINGS, FL |
6,2206.2k
$280.5k |
$280.5k |
0.03% |
Unchanged |
|
| 88 |
Accelerate Investment Advisors LLC
0.18% of their portfolio |
ALISO VIEJO, CA |
6,0486.0k
$272.7k |
$272.7k |
0.18% |
Unchanged |
|
| 89 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
6,0116.0k
$271.0k |
$271.0k |
0.02% |
Added
+881 |
+881 |
| 90 |
Capasso Planning Partners LLC
0.15% of their portfolio |
CHARLESTON, SC |
5,8705.9k
$264.7k |
$264.7k |
0.15% |
Reduced
-110 |
-110 |
| 91 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
5,7375.7k
$258.7k |
$258.7k |
0.01% |
Added
+666 |
+666 |
| 92 |
HERITAGE OAK WEALTH ADVISORS LLC
0.10% of their portfolio |
SANTA ROSA BEACH, FL |
5,7285.7k
$258.3k |
$258.3k |
0.10% |
Unchanged |
|
| 93 |
Legacy Capital Wealth Partners, LLC
0.05% of their portfolio |
LITTLE ROCK, AR |
5,5125.5k
$248.5k |
$248.5k |
0.05% |
Added
+495 |
+495 |
| 94 |
WealthPlan Investment Management, LLC
0.02% of their portfolio |
OMAHA, NE |
5,3545.4k
$241.4k |
$241.4k |
0.02% |
Reduced
-72 |
-72 |
| 95 |
EVOLUTION WEALTH MANAGEMENT INC.
0.19% of their portfolio |
FORT MYERS, FL |
5,1615.2k
$232.7k |
$232.7k |
0.19% |
Reduced
-4.9k |
-4,911 |
| 96 |
Comprehensive Financial Consultants Institutional, Inc.
0.07% of their portfolio |
Bloomington, IN |
4,8854.9k
$220.3k |
$220.3k |
0.07% |
New |
|
| 97 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
4,8254.8k
$217.6k |
$217.6k |
0.01% |
Reduced
-5.2k |
-5,227 |
| 98 |
Grant Street Asset Management, Inc.
0.04% of their portfolio |
CANONSBURG, PA |
4,7434.7k
$213.9k |
$213.9k |
0.04% |
Unchanged |
|
| 99 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
4,7374.7k
$213.6k |
$213.6k |
0.00% |
Reduced
-694 |
-694 |
| 100 |
LANARK FINANCIAL, INC.
0.01% of their portfolio |
BIRMINGHAM, AL |
4,3284.3k
$195.1k |
$195.1k |
0.01% |
Reduced
-172 |
-172 |