| 1 |
Decker Wealth Management LLC
3.82% of their portfolio |
NASHVILLE, TN |
379,921379.9k
$16.8m |
$16.8m |
3.82% |
Added
+12.2k |
+12,203 |
| 2 |
First International Bank of Israel Ltd.
3.58% of their portfolio |
TEL AVIV, L3 |
275,000275.0k
$12.2m |
$12.2m |
3.58% |
Unchanged |
|
| 3 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
198,340198.3k
$8.8m |
$8.8m |
0.01% |
Reduced
-49.1k |
-49,103 |
| 4 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
193,281193.3k
$8.6m |
$8.6m |
0.01% |
Reduced
-2.6k |
-2,559 |
| 5 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
184,345184.3k
$8.2m |
$8.2m |
0.03% |
Reduced
-41.8k |
-41,834 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
175,948175.9k
$7.8m |
$7.8m |
0.00% |
Added
+3.2k |
+3,214 |
| 7 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
139,788139.8k
$6.2m |
$6.2m |
0.01% |
Added
+8.4k |
+8,351 |
| 8 |
Spectrum Asset Management, Inc. (NB/CA)
1.68% of their portfolio |
NEWPORT BEACH, CA |
119,203119.2k
$5.3m |
$5.3m |
1.68% |
Reduced
-790 |
-790 |
| 9 |
Hartford Financial Management Inc.
1.34% of their portfolio |
WEST HARTFORD, CT |
118,765118.8k
$5.3m |
$5.3m |
1.34% |
Added
+6.1k |
+6,128 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
117,176117.2k
$5.2m |
$5.2m |
0.00% |
Added
+28.5k |
+28,506 |
| 11 |
HARBOUR INVESTMENTS, INC.
0.08% of their portfolio |
MADISON, WI |
114,470114.5k
$5.1m |
$5.1m |
0.08% |
Added
+24.2k |
+24,240 |
| 12 |
Ausdal Financial Partners, Inc.
0.21% of their portfolio |
Davenport, IA |
105,279105.3k
$4.7m |
$4.7m |
0.21% |
Added
+1.5k |
+1,468 |
| 13 |
REAP Financial Group, LLC
0.90% of their portfolio |
AUSTIN, TX |
102,437102.4k
$4.5m |
$4.5m |
0.90% |
Reduced
-11.1k |
-11,107 |
| 14 |
Ritter Daniher Financial Advisory LLC / DE
0.70% of their portfolio |
CINCINNATI, OH |
93,29693.3k
$4.1m |
$4.1m |
0.70% |
Reduced
-588 |
-588 |
| 15 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
75,67175.7k
$3.4m |
$3.4m |
0.01% |
Added
+8.2k |
+8,249 |
| 16 |
FOUNDERS FINANCIAL SECURITIES LLC
0.19% of their portfolio |
TOWSON, MD |
73,11973.1k
$3.3m |
$3.3m |
0.19% |
Added
+11.9k |
+11,869 |
| 17 |
Aptus Capital Advisors, LLC
0.02% of their portfolio |
FAIRHOPE, AL |
65,30065.3k
$2.9m |
$2.9m |
0.02% |
Unchanged |
|
| 18 |
GUARDIAN WEALTH ADVISORS, LLC / NC
0.18% of their portfolio |
RALEIGH, NC |
65,30065.3k
$2.9m |
$2.9m |
0.18% |
Unchanged |
|
| 19 |
Santori & Peters, Inc.
0.89% of their portfolio |
CANONSBURG, PA |
64,35364.4k
$2.8m |
$2.8m |
0.89% |
Added
+4.8k |
+4,845 |
| 20 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
60,00460.0k
$2.7m |
$2.7m |
0.01% |
Added
+3.6k |
+3,622 |
| 21 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
53,42353.4k
$2.4m |
$2.4m |
0.00% |
Added
+3.8k |
+3,847 |
| 22 |
BEACON FINANCIAL GROUP
0.21% of their portfolio |
DALLAS, TX |
46,86646.9k
$2.1m |
$2.1m |
0.21% |
Reduced
-55.3k |
-55,284 |
| 23 |
Ignite Planners, LLC
0.32% of their portfolio |
SAN CLEMENTE, CA |
46,28646.3k
$2.0m |
$2.0m |
0.32% |
Reduced
-704 |
-704 |
| 24 |
OPPENHEIMER & CO INC
0.02% of their portfolio |
NEW YORK, NY |
44,11344.1k
$2.0m |
$2.0m |
0.02% |
New |
|
| 25 |
Strategic Blueprint, LLC
0.11% of their portfolio |
ATLANTA, GA |
42,22542.2k
$1.9m |
$1.9m |
0.11% |
Unchanged |
|
| 26 |
Wood Tarver Financial Group, LLC
0.52% of their portfolio |
BOISE, ID |
42,17842.2k
$1.9m |
$1.9m |
0.52% |
Added
+510 |
+510 |
| 27 |
PRECEDENT WEALTH PARTNERS, LLC
0.33% of their portfolio |
HOUSTON, TX |
36,87636.9k
$1.6m |
$1.6m |
0.33% |
Added
+27.1k |
+27,119 |
| 28 |
MONEY CONCEPTS CAPITAL CORP
0.09% of their portfolio |
PALM BEACH GARDENS, FL |
36,36636.4k
$1.6m |
$1.6m |
0.09% |
Added
+29.2k |
+29,216 |
| 29 |
SAGESPRING WEALTH PARTNERS, LLC
0.03% of their portfolio |
FRANKLIN, TN |
36,12936.1k
$1.6m |
$1.6m |
0.03% |
Reduced
-6 |
-6 |
| 30 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
35,07235.1k
$1.6m |
$1.6m |
0.00% |
Added
+6.8k |
+6,804 |
| 31 |
Clear Creek Financial Management, LLC
0.11% of their portfolio |
SILVERDALE, WA |
33,62833.6k
$1.5m |
$1.5m |
0.11% |
Added
+19.2k |
+19,151 |
| 32 |
Prosperity Consulting Group, LLC
0.07% of their portfolio |
OWINGS MILLS, MD |
33,24933.2k
$1.5m |
$1.5m |
0.07% |
Reduced
-331 |
-331 |
| 33 |
Commonwealth Financial Services, LLC
0.20% of their portfolio |
VIENNA, WV |
28,77228.8k
$1.3m |
$1.3m |
0.20% |
Unchanged |
|
| 34 |
Glen Eagle Advisors, LLC
0.17% of their portfolio |
KINGSTON, NJ |
27,91927.9k
$1.2m |
$1.2m |
0.17% |
Reduced
-2.2k |
-2,195 |
| 35 |
Integrity Financial Corp /WA
0.58% of their portfolio |
JACKSON, WY |
26,52826.5k
$1.2m |
$1.2m |
0.58% |
Reduced
-3.4k |
-3,410 |
| 36 |
SPINNAKER TRUST
0.06% of their portfolio |
PORTLAND, ME |
26,06926.1k
$1.2m |
$1.2m |
0.06% |
Reduced
-8.0k |
-8,030 |
| 37 |
Capasso Planning Partners LLC
0.54% of their portfolio |
CHARLESTON, SC |
22,75922.8k
$1.0m |
$1.0m |
0.54% |
Added
+16.9k |
+16,889 |
| 38 |
CFC Planning Co LLC
0.72% of their portfolio |
CICERO, IN |
22,65522.7k
$1.0m |
$1.0m |
0.72% |
Added
+3.4k |
+3,377 |
| 39 |
LifeWealth Investments, LLC
0.28% of their portfolio |
WINTER GARDEN, FL |
21,04721.0k
$932.0k |
$932.0k |
0.28% |
Reduced
-37 |
-37 |
| 40 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
20,83120.8k
$922.4k |
$922.4k |
0.00% |
Added
+12.6k |
+12,609 |
| 41 |
WORLD EQUITY GROUP, INC.
0.22% of their portfolio |
SCHAUMBURG, IL |
19,09019.1k
$845.3k |
$845.3k |
0.22% |
Reduced
-500 |
-500 |
| 42 |
Quartz Partners, LLC
0.31% of their portfolio |
SARATOGA SPRINGS, NY |
18,25618.3k
$808.4k |
$808.4k |
0.31% |
Added
+4.7k |
+4,698 |
| 43 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
18,13318.1k
$802.0k |
$802.0k |
0.00% |
New |
|
| 44 |
Kovack Advisors, Inc.
0.04% of their portfolio |
FT. LAUDERDALE, FL |
17,89517.9k
$793.6k |
$793.6k |
0.04% |
Reduced
-1.3k |
-1,260 |
| 45 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
17,86917.9k
$791.2k |
$791.2k |
0.01% |
Reduced
-34 |
-34 |
| 46 |
Optivise Advisory Services LLC
0.46% of their portfolio |
FRANKLIN, TN |
17,06117.1k
$755.5k |
$755.5k |
0.46% |
Added
+1.1k |
+1,148 |
| 47 |
Tanglewood Legacy Advisors, LLC
0.27% of their portfolio |
HOUSTON, TX |
16,66616.7k
$738.0k |
$738.0k |
0.27% |
Added
+5.3k |
+5,266 |
| 48 |
Falcon Wealth Planning
0.05% of their portfolio |
Ontario, CA |
16,60316.6k
$735.2k |
$735.2k |
0.05% |
Unchanged |
|
| 49 |
1ST SOURCE BANK
0.04% of their portfolio |
SOUTH BEND, IN |
16,34916.3k
$723.9k |
$723.9k |
0.04% |
New |
|
| 50 |
Sowell Financial Services LLC
0.03% of their portfolio |
NORTH LITTLE ROCK, AR |
15,66015.7k
$693.4k |
$693.4k |
0.03% |
Reduced
-2.8k |
-2,780 |
| 51 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
15,36415.4k
$680.3k |
$680.3k |
0.01% |
Reduced
-5.3k |
-5,303 |
| 52 |
Maltin Wealth Management, Inc.
0.26% of their portfolio |
RIDGEWOOD, NJ |
15,20015.2k
$673.1k |
$673.1k |
0.26% |
New |
|
| 53 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
14,25714.3k
$631.3k |
$631.3k |
0.00% |
Unchanged |
|
| 54 |
Buck Wealth Strategies, LLC
0.08% of their portfolio |
DENVER, CO |
13,98414.0k
$619.2k |
$619.2k |
0.08% |
Reduced
-250 |
-250 |
| 55 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
13,61313.6k
$602.8k |
$602.8k |
0.02% |
Added
+1.4k |
+1,415 |
| 56 |
Clark Capital Management Group, Inc.
0.00% of their portfolio |
PHILADELPHIA, PA |
13,39213.4k
$593.0k |
$593.0k |
0.00% |
Reduced
-2.8k |
-2,780 |
| 57 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.15% of their portfolio |
WILLIAMSVILLE, NY |
12,61612.6k
$558.0k |
$558.0k |
0.15% |
Reduced
-2.0k |
-2,005 |
| 58 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
12,27012.3k
$543.3k |
$543.3k |
0.00% |
Reduced
-7.8k |
-7,829 |
| 59 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
12,08712.1k
$535.2k |
$535.2k |
0.01% |
Added
+451 |
+451 |
| 60 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
11,72111.7k
$519.0k |
$519.0k |
0.00% |
Added
+1.1k |
+1,065 |
| 61 |
MTM Investment Management, LLC
0.15% of their portfolio |
SPARTANBURG, SC |
10,57010.6k
$468.0k |
$468.0k |
0.15% |
Unchanged |
|
| 62 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
10,36910.4k
$459.1k |
$459.1k |
0.00% |
Unchanged |
|
| 63 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.37% of their portfolio |
ANCHORAGE, AK |
9,98610.0k
$447.9k |
$447.9k |
0.37% |
Reduced
-586 |
-586 |
| 64 |
McKinley Carter Wealth Services, Inc.
0.03% of their portfolio |
WHEELING, WV |
9,8009.8k
$433.9k |
$433.9k |
0.03% |
Unchanged |
|
| 65 |
Cottage Street Advisors LLC
0.19% of their portfolio |
MARION, MA |
9,6979.7k
$429.4k |
$429.4k |
0.19% |
Added
+1.4k |
+1,404 |
| 66 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
9,6859.7k
$428.9k |
$428.9k |
0.00% |
Reduced
-335 |
-335 |
| 67 |
Oakmont Advisory Group, LLC
0.43% of their portfolio |
ALBUQUERQUE, NM |
9,6259.6k
$426.2k |
$426.2k |
0.43% |
New |
|
| 68 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
9,1349.1k
$404.5k |
$404.5k |
0.01% |
New |
|
| 69 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
8,7018.7k
$385.3k |
$385.3k |
0.01% |
Reduced
-246 |
-246 |
| 70 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
8,5158.5k
$377.0k |
$377.0k |
0.01% |
Unchanged |
|
| 71 |
GTS SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
8,4838.5k
$375.6k |
$375.6k |
0.01% |
New |
|
| 72 |
Grantvest Financial Group LLC
0.24% of their portfolio |
MATAWAN, NJ |
8,3688.4k
$370.5k |
$370.5k |
0.24% |
Added
+530 |
+530 |
| 73 |
Madrona Financial Services, LLC
0.08% of their portfolio |
EVERETT, WA |
8,2188.2k
$363.9k |
$363.9k |
0.08% |
Unchanged |
|
| 74 |
Sage Capital Advisors,llc
0.08% of their portfolio |
SIOUX FALLS, SD |
7,7567.8k
$343.4k |
$343.4k |
0.08% |
Unchanged |
|
| 75 |
Stratos Wealth Partners, LTD.
0.00% of their portfolio |
BEACHWOOD, OH |
7,6327.6k
$337.9k |
$337.9k |
0.00% |
Reduced
-25 |
-25 |
| 76 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
7,6197.6k
$337.4k |
$337.4k |
0.02% |
Reduced
-16.4k |
-16,373 |
| 77 |
SOA Wealth Advisors, LLC.
0.06% of their portfolio |
NEW YORK, NY |
7,5977.6k
$336.4k |
$336.4k |
0.06% |
Reduced
-10.8k |
-10,838 |
| 78 |
First Heartland Consultants, Inc.
0.03% of their portfolio |
LAKE ST. LOUIS, MO |
7,5277.5k
$333.3k |
$333.3k |
0.03% |
Added
+1.5k |
+1,516 |
| 79 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
7,4937.5k
$331.8k |
$331.8k |
0.00% |
Reduced
-5.0k |
-4,958 |
| 80 |
JOURNEY STRATEGIC WEALTH LLC
0.01% of their portfolio |
SUMMIT, NJ |
7,3867.4k
$327.1k |
$327.1k |
0.01% |
Unchanged |
|
| 81 |
Patriot Financial Group Insurance Agency, LLC
0.02% of their portfolio |
Westborough, MA |
7,3827.4k
$326.9k |
$326.9k |
0.02% |
New |
|
| 82 |
Prime Capital Investment Advisors, LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,3077.3k
$323.5k |
$323.5k |
0.00% |
New |
|
| 83 |
Capital Investment Advisory Services, LLC
0.02% of their portfolio |
RALEIGH, NC |
7,0137.0k
$310.5k |
$310.5k |
0.02% |
Unchanged |
|
| 84 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
6,7826.8k
$301.5k |
$301.5k |
0.00% |
Reduced
-13.5k |
-13,460 |
| 85 |
Vestmark Advisory Solutions, Inc.
0.00% of their portfolio |
Wakefield, MA |
6,7636.8k
$299.5k |
$299.5k |
0.00% |
Unchanged |
|
| 86 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.01% of their portfolio |
DENVER, CO |
6,7636.8k
$299.5k |
$299.5k |
0.01% |
Unchanged |
|
| 87 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
6,7006.7k
$296.7k |
$296.7k |
0.00% |
Reduced
-1.3k |
-1,255 |
| 88 |
Wedmont Private Capital
0.01% of their portfolio |
WEST CHESTER, PA |
6,2506.2k
$281.8k |
$281.8k |
0.01% |
New |
|
| 89 |
Certified Advisory Corp
0.02% of their portfolio |
ALTAMONTE SPRINGS, FL |
6,2206.2k
$275.4k |
$275.4k |
0.02% |
Unchanged |
|
| 90 |
ATX Financial Planning, LLC
0.21% of their portfolio |
AUSTIN, TX |
6,1856.2k
$273.9k |
$273.9k |
0.21% |
Reduced
-1.7k |
-1,695 |
| 91 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
6,1346.1k
$271.6k |
$271.6k |
0.03% |
Reduced
-137 |
-137 |
| 92 |
Accelerate Investment Advisors LLC
0.18% of their portfolio |
ALISO VIEJO, CA |
6,0486.0k
$267.8k |
$267.8k |
0.18% |
Unchanged |
|
| 93 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
5,7375.7k
$254.0k |
$254.0k |
0.01% |
Unchanged |
|
| 94 |
HERITAGE OAK WEALTH ADVISORS LLC
0.08% of their portfolio |
SANTA ROSA BEACH, FL |
5,7285.7k
$253.6k |
$253.6k |
0.08% |
Unchanged |
|
| 95 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
5,6235.6k
$245.2k |
$245.2k |
0.00% |
Added
+5.6k |
+5,619 |
| 96 |
Legacy Capital Wealth Partners, LLC
0.05% of their portfolio |
LITTLE ROCK, AR |
5,5125.5k
$244.1k |
$244.1k |
0.05% |
Unchanged |
|
| 97 |
BRIGHTON JONES LLC
0.01% of their portfolio |
SEATTLE, WA |
5,3385.3k
$236.4k |
$236.4k |
0.01% |
New |
|
| 98 |
EVOLUTION WEALTH MANAGEMENT INC.
0.17% of their portfolio |
FORT MYERS, FL |
5,1615.2k
$228.5k |
$228.5k |
0.17% |
Unchanged |
|
| 99 |
WealthPlan Investment Management, LLC
0.01% of their portfolio |
OMAHA, NE |
5,0685.1k
$224.4k |
$224.4k |
0.01% |
Reduced
-286 |
-286 |
| 100 |
Pinnacle Wealth Planning Services, Inc.
0.02% of their portfolio |
MANSFIELD, OH |
5,0005.0k
$221.4k |
$221.4k |
0.02% |
New |
|