| 1 |
Decker Wealth Management LLC
3.89% of their portfolio |
NASHVILLE, TN |
386,400386.4k
$18.3m |
$18.3m |
3.89% |
Added
+6.5k |
+6,479 |
| 2 |
First International Bank of Israel Ltd.
3.55% of their portfolio |
TEL AVIV, L3 |
275,000275.0k
$13.0m |
$13.0m |
3.55% |
Unchanged |
|
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
200,565200.6k
$9.5m |
$9.5m |
0.00% |
Added
+83.4k |
+83,389 |
| 4 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
200,242200.2k
$9.5m |
$9.5m |
0.00% |
Added
+24.3k |
+24,294 |
| 5 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
192,641192.6k
$9.1m |
$9.1m |
0.01% |
Reduced
-5.7k |
-5,699 |
| 6 |
Bluespring Wealth Management, LLC
0.17% of their portfolio |
AUSTIN, TX |
185,292185.3k
$8.8m |
$8.8m |
0.17% |
New |
|
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
171,452171.5k
$8.1m |
$8.1m |
0.01% |
Reduced
-21.8k |
-21,829 |
| 8 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
146,664146.7k
$6.9m |
$6.9m |
0.01% |
Added
+6.9k |
+6,876 |
| 9 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
129,097129.1k
$6.1m |
$6.1m |
0.02% |
Reduced
-55.2k |
-55,248 |
| 10 |
Hartford Financial Management Inc.
1.28% of their portfolio |
WEST HARTFORD, CT |
121,510121.5k
$5.8m |
$5.8m |
1.28% |
Added
+2.7k |
+2,745 |
| 11 |
Spectrum Asset Management, Inc. (NB/CA)
1.56% of their portfolio |
NEWPORT BEACH, CA |
118,323118.3k
$5.6m |
$5.6m |
1.56% |
Reduced
-880 |
-880 |
| 12 |
HARBOUR INVESTMENTS, INC.
0.07% of their portfolio |
MADISON, WI |
113,999114.0k
$5.4m |
$5.4m |
0.07% |
Reduced
-471 |
-471 |
| 13 |
Ritter Daniher Financial Advisory LLC / DE
0.67% of their portfolio |
CINCINNATI, OH |
92,64692.6k
$4.4m |
$4.4m |
0.67% |
Reduced
-650 |
-650 |
| 14 |
FOUNDERS FINANCIAL SECURITIES LLC
0.20% of their portfolio |
TOWSON, MD |
82,30882.3k
$3.9m |
$3.9m |
0.20% |
Added
+9.2k |
+9,189 |
| 15 |
REAP Financial Group, LLC
0.64% of their portfolio |
AUSTIN, TX |
78,58478.6k
$3.7m |
$3.7m |
0.64% |
Reduced
-23.9k |
-23,853 |
| 16 |
Global Retirement Partners, LLC
0.05% of their portfolio |
San Rafael, CA |
75,62275.6k
$3.6m |
$3.6m |
0.05% |
First filing |
|
| 17 |
Aptus Capital Advisors, LLC
0.02% of their portfolio |
FAIRHOPE, AL |
65,30065.3k
$3.1m |
$3.1m |
0.02% |
Unchanged |
|
| 18 |
GUARDIAN WEALTH ADVISORS, LLC / NC
0.18% of their portfolio |
RALEIGH, NC |
65,30065.3k
$3.1m |
$3.1m |
0.18% |
Unchanged |
|
| 19 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
52,75552.8k
$2.5m |
$2.5m |
0.00% |
Reduced
-668 |
-668 |
| 20 |
Santori & Peters, Inc.
0.64% of their portfolio |
CANONSBURG, PA |
48,04848.0k
$2.3m |
$2.3m |
0.64% |
Reduced
-16.3k |
-16,305 |
| 21 |
Ignite Planners, LLC
0.30% of their portfolio |
SAN CLEMENTE, CA |
45,74945.7k
$2.2m |
$2.2m |
0.30% |
Reduced
-537 |
-537 |
| 22 |
BEACON FINANCIAL GROUP
0.19% of their portfolio |
DALLAS, TX |
44,03944.0k
$2.1m |
$2.1m |
0.19% |
Reduced
-2.8k |
-2,827 |
| 23 |
Strategic Blueprint, LLC
0.10% of their portfolio |
ATLANTA, GA |
41,55741.6k
$2.0m |
$2.0m |
0.10% |
Reduced
-668 |
-668 |
| 24 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
40,08640.1k
$1.9m |
$1.9m |
0.00% |
Added
+5.0k |
+5,014 |
| 25 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
40,08540.1k
$1.9m |
$1.9m |
0.00% |
Reduced
-19.9k |
-19,919 |
| 26 |
Wood Tarver Financial Group, LLC
0.44% of their portfolio |
BOISE, ID |
39,21539.2k
$1.9m |
$1.9m |
0.44% |
Reduced
-3.0k |
-2,963 |
| 27 |
PRECEDENT WEALTH PARTNERS, LLC
0.29% of their portfolio |
HOUSTON, TX |
36,87636.9k
$1.7m |
$1.7m |
0.29% |
Unchanged |
|
| 28 |
Mission Financial Group, LLC
1.43% of their portfolio |
HONOLULU, HI |
36,34736.3k
$1.7m |
$1.7m |
1.43% |
First filing |
|
| 29 |
SAGESPRING WEALTH PARTNERS, LLC
0.03% of their portfolio |
FRANKLIN, TN |
36,10636.1k
$1.7m |
$1.7m |
0.03% |
Reduced
-23 |
-23 |
| 30 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
35,59935.6k
$1.7m |
$1.7m |
0.03% |
Added
+22.0k |
+21,986 |
| 31 |
MONEY CONCEPTS CAPITAL CORP
0.08% of their portfolio |
PALM BEACH GARDENS, FL |
35,47835.5k
$1.7m |
$1.7m |
0.08% |
Reduced
-888 |
-888 |
| 32 |
Clear Creek Financial Management, LLC
0.10% of their portfolio |
SILVERDALE, WA |
33,80633.8k
$1.6m |
$1.6m |
0.10% |
Added
+178 |
+178 |
| 33 |
Prosperity Consulting Group, LLC
0.06% of their portfolio |
OWINGS MILLS, MD |
32,34932.3k
$1.5m |
$1.5m |
0.06% |
Reduced
-900 |
-900 |
| 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
29,78729.8k
$1.4m |
$1.4m |
0.00% |
Added
+22.3k |
+22,294 |
| 35 |
Commonwealth Financial Services, LLC
0.18% of their portfolio |
VIENNA, WV |
28,77228.8k
$1.4m |
$1.4m |
0.18% |
Unchanged |
|
| 36 |
Glen Eagle Advisors, LLC
0.15% of their portfolio |
KINGSTON, NJ |
25,83425.8k
$1.2m |
$1.2m |
0.15% |
Reduced
-2.1k |
-2,085 |
| 37 |
SPINNAKER TRUST
0.06% of their portfolio |
PORTLAND, ME |
25,67425.7k
$1.2m |
$1.2m |
0.06% |
Reduced
-395 |
-395 |
| 38 |
Integrity Financial Corp /WA
0.57% of their portfolio |
JACKSON, WY |
24,93724.9k
$1.2m |
$1.2m |
0.57% |
Reduced
-1.6k |
-1,591 |
| 39 |
CFC Planning Co LLC
0.68% of their portfolio |
CICERO, IN |
24,33524.3k
$1.2m |
$1.2m |
0.68% |
Added
+1.7k |
+1,680 |
| 40 |
Capasso Planning Partners LLC
0.54% of their portfolio |
CHARLESTON, SC |
23,00623.0k
$1.1m |
$1.1m |
0.54% |
Added
+247 |
+247 |
| 41 |
Quartz Partners, LLC
0.34% of their portfolio |
SARATOGA SPRINGS, NY |
22,21522.2k
$1.1m |
$1.1m |
0.34% |
Added
+4.0k |
+3,959 |
| 42 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
21,28021.3k
$1.0m |
$1.0m |
0.00% |
Added
+15.7k |
+15,657 |
| 43 |
LifeWealth Investments, LLC
0.27% of their portfolio |
WINTER GARDEN, FL |
21,03321.0k
$996.4k |
$996.4k |
0.27% |
Reduced
-14 |
-14 |
| 44 |
WORLD EQUITY GROUP, INC.
0.20% of their portfolio |
SCHAUMBURG, IL |
19,09019.1k
$904.4k |
$904.4k |
0.20% |
Unchanged |
|
| 45 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
17,73317.7k
$840.1k |
$840.1k |
0.00% |
Reduced
-136 |
-136 |
| 46 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
17,22717.2k
$816.1k |
$816.1k |
0.00% |
Added
+5.0k |
+4,957 |
| 47 |
Kovack Advisors, Inc.
0.04% of their portfolio |
FT. LAUDERDALE, FL |
17,18317.2k
$813.8k |
$813.8k |
0.04% |
Reduced
-712 |
-712 |
| 48 |
GTS SECURITIES LLC
0.02% of their portfolio |
NEW YORK, NY |
17,16717.2k
$813.3k |
$813.3k |
0.02% |
Added
+8.7k |
+8,684 |
| 49 |
Optivise Advisory Services LLC
0.41% of their portfolio |
FRANKLIN, TN |
17,06117.1k
$808.3k |
$808.3k |
0.41% |
Unchanged |
|
| 50 |
Tanglewood Legacy Advisors, LLC
0.25% of their portfolio |
HOUSTON, TX |
16,66616.7k
$789.6k |
$789.6k |
0.25% |
Unchanged |
|
| 51 |
Falcon Wealth Planning
0.05% of their portfolio |
Ontario, CA |
16,60316.6k
$786.6k |
$786.6k |
0.05% |
Unchanged |
|
| 52 |
1ST SOURCE BANK
0.04% of their portfolio |
SOUTH BEND, IN |
16,52216.5k
$782.7k |
$782.7k |
0.04% |
Added
+173 |
+173 |
| 53 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
15,36815.4k
$728.1k |
$728.1k |
0.02% |
Reduced
-292 |
-292 |
| 54 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
15,32115.3k
$725.8k |
$725.8k |
0.01% |
Reduced
-43 |
-43 |
| 55 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
14,25714.3k
$675.4k |
$675.4k |
0.00% |
Unchanged |
|
| 56 |
Buck Wealth Strategies, LLC
0.07% of their portfolio |
DENVER, CO |
13,93413.9k
$660.1k |
$660.1k |
0.07% |
Reduced
-50 |
-50 |
| 57 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
13,77213.8k
$652.4k |
$652.4k |
0.01% |
Added
+5.1k |
+5,071 |
| 58 |
Clark Capital Management Group, Inc.
0.00% of their portfolio |
PHILADELPHIA, PA |
13,39213.4k
$634.4k |
$634.4k |
0.00% |
Unchanged |
|
| 59 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
13,14713.1k
$622.8k |
$622.8k |
0.01% |
Added
+1.1k |
+1,060 |
| 60 |
Schulz Wealth, LTD.
0.32% of their portfolio |
MANSFIELD, TX |
12,92712.9k
$612.4k |
$612.4k |
0.32% |
First filing |
|
| 61 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.15% of their portfolio |
WILLIAMSVILLE, NY |
12,61612.6k
$597.0k |
$597.0k |
0.15% |
Unchanged |
|
| 62 |
MTM Investment Management, LLC
0.14% of their portfolio |
SPARTANBURG, SC |
10,57010.6k
$500.8k |
$500.8k |
0.14% |
Unchanged |
|
| 63 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
10,56710.6k
$501.0k |
$501.0k |
0.00% |
Reduced
-1.2k |
-1,154 |
| 64 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
10,36910.4k
$491.2k |
$491.2k |
0.00% |
Unchanged |
|
| 65 |
McKinley Carter Wealth Services, Inc.
0.02% of their portfolio |
WHEELING, WV |
9,8009.8k
$464.3k |
$464.3k |
0.02% |
Unchanged |
|
| 66 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
9,6859.7k
$458.8k |
$458.8k |
0.00% |
Unchanged |
|
| 67 |
FIDUCIARY FINANCIAL ADVISORS
0.05% of their portfolio |
GRAND RAPIDS, MI |
9,3999.4k
$445.2k |
$445.2k |
0.05% |
New |
|
| 68 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
8,7948.8k
$416.6k |
$416.6k |
0.01% |
Reduced
-340 |
-340 |
| 69 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
8,5158.5k
$403.4k |
$403.4k |
0.00% |
Unchanged |
|
| 70 |
Madrona Financial Services, LLC
0.07% of their portfolio |
EVERETT, WA |
8,2188.2k
$389.3k |
$389.3k |
0.07% |
Unchanged |
|
| 71 |
Sage Capital Advisors,llc
0.08% of their portfolio |
SIOUX FALLS, SD |
7,7567.8k
$367.4k |
$367.4k |
0.08% |
Unchanged |
|
| 72 |
Cottage Street Advisors LLC
0.14% of their portfolio |
MARION, MA |
7,7257.7k
$366.0k |
$366.0k |
0.14% |
Reduced
-2.0k |
-1,972 |
| 73 |
Stratos Wealth Partners, LTD.
0.00% of their portfolio |
BEACHWOOD, OH |
7,6327.6k
$361.6k |
$361.6k |
0.00% |
Unchanged |
|
| 74 |
SOA Wealth Advisors, LLC.
0.06% of their portfolio |
NEW YORK, NY |
7,5827.6k
$359.2k |
$359.2k |
0.06% |
Reduced
-15 |
-15 |
| 75 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
7,5277.5k
$356.6k |
$356.6k |
0.02% |
Unchanged |
|
| 76 |
ATX Financial Planning, LLC
0.22% of their portfolio |
AUSTIN, TX |
7,1757.2k
$339.9k |
$339.9k |
0.22% |
Added
+990 |
+990 |
| 77 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
7,1217.1k
$337.4k |
$337.4k |
0.01% |
Reduced
-498 |
-498 |
| 78 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
7,1217.1k
$339.3k |
$339.3k |
0.00% |
Added
+339 |
+339 |
| 79 |
Prime Capital Investment Advisors, LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,0827.1k
$335.5k |
$335.5k |
0.00% |
Reduced
-225 |
-225 |
| 80 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
6,9356.9k
$328.5k |
$328.5k |
0.00% |
New |
|
| 81 |
Capital Investment Advisory Services, LLC
0.02% of their portfolio |
RALEIGH, NC |
6,8946.9k
$326.6k |
$326.6k |
0.02% |
Reduced
-119 |
-119 |
| 82 |
Grantvest Financial Group LLC
0.19% of their portfolio |
MATAWAN, NJ |
6,8316.8k
$323.6k |
$323.6k |
0.19% |
Reduced
-1.5k |
-1,537 |
| 83 |
Vestmark Advisory Solutions, Inc.
0.00% of their portfolio |
Wakefield, MA |
6,7636.8k
$320.4k |
$320.4k |
0.00% |
Unchanged |
|
| 84 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.01% of their portfolio |
DENVER, CO |
6,7636.8k
$320.4k |
$320.4k |
0.01% |
Unchanged |
|
| 85 |
Wedmont Private Capital
0.01% of their portfolio |
WEST CHESTER, PA |
6,2506.2k
$297.8k |
$297.8k |
0.01% |
Unchanged |
|
| 86 |
Certified Advisory Corp
0.02% of their portfolio |
ALTAMONTE SPRINGS, FL |
6,2206.2k
$294.7k |
$294.7k |
0.02% |
Unchanged |
|
| 87 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
6,1296.1k
$290.3k |
$290.3k |
0.03% |
Reduced
-5 |
-5 |
| 88 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
6,1006.1k
$289.0k |
$289.0k |
0.00% |
Reduced
-600 |
-600 |
| 89 |
Accelerate Investment Advisors LLC
0.16% of their portfolio |
ALISO VIEJO, CA |
6,0486.0k
$286.5k |
$286.5k |
0.16% |
Unchanged |
|
| 90 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.00% of their portfolio |
LOS ANGELES, CA |
5,7375.7k
$271.8k |
$271.8k |
0.00% |
Unchanged |
|
| 91 |
HERITAGE OAK WEALTH ADVISORS LLC
0.08% of their portfolio |
SANTA ROSA BEACH, FL |
5,7285.7k
$271.4k |
$271.4k |
0.08% |
Unchanged |
|
| 92 |
Legacy Capital Wealth Partners, LLC
0.05% of their portfolio |
LITTLE ROCK, AR |
5,5125.5k
$261.1k |
$261.1k |
0.05% |
Unchanged |
|
| 93 |
BRIGHTON JONES LLC
0.00% of their portfolio |
SEATTLE, WA |
5,3385.3k
$252.9k |
$252.9k |
0.00% |
Unchanged |
|
| 94 |
EVOLUTION WEALTH MANAGEMENT INC.
0.14% of their portfolio |
FORT MYERS, FL |
5,1615.2k
$244.5k |
$244.5k |
0.14% |
Unchanged |
|
| 95 |
Pinnacle Wealth Planning Services, Inc.
0.02% of their portfolio |
MANSFIELD, OH |
5,0005.0k
$236.9k |
$236.9k |
0.02% |
Unchanged |
|
| 96 |
Sequent Planning LLC
0.05% of their portfolio |
OMAHA, NE |
4,9925.0k
$236.5k |
$236.5k |
0.05% |
Unchanged |
|
| 97 |
UPTICK PARTNERS, LLC
0.03% of their portfolio |
NACOGDOCHES, TX |
4,7304.7k
$224.1k |
$224.1k |
0.03% |
New |
|
| 98 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
4,7124.7k
$223.2k |
$223.2k |
0.00% |
New |
|
| 99 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.21% of their portfolio |
ANCHORAGE, AK |
4,5724.6k
$216.2k |
$216.2k |
0.21% |
Reduced
-5.4k |
-5,414 |
| 100 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
4,5574.6k
$215.9k |
$215.9k |
0.00% |
Reduced
-142 |
-142 |