| 1 |
Cooper Capital Advisors LLC
1.40% of their portfolio |
Encinitas, CA |
103,629103.6k
$3.2m |
$3.2m |
1.40% |
Unchanged |
|
| 2 |
Madrona Financial Services, LLC
0.41% of their portfolio |
EVERETT, WA |
71,78571.8k
$2.2m |
$2.2m |
0.41% |
Added
+4.1k |
+4,105 |
| 3 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
47,70247.7k
$1.5m |
$1.5m |
0.00% |
Added
+8.9k |
+8,880 |
| 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
42,13042.1k
$1.3m |
$1.3m |
0.00% |
Added
+26.0k |
+25,982 |
| 5 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
41,14141.1k
$1.3m |
$1.3m |
0.00% |
Reduced
-12.6k |
-12,561 |
| 6 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
38,66738.7k
$1.2m |
$1.2m |
0.02% |
Added
+6.6k |
+6,596 |
| 7 |
Valmark Advisers, Inc.
0.01% of their portfolio |
AKRON, OH |
31,51031.5k
$983.7k |
$983.7k |
0.01% |
Unchanged |
|
| 8 |
Foguth Wealth Management, LLC.
0.10% of their portfolio |
BRIGHTON, MI |
27,75227.8k
$868.1k |
$868.1k |
0.10% |
Reduced
-255 |
-255 |
| 9 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
26,70226.7k
$833.6k |
$833.6k |
0.00% |
Reduced
-17.7k |
-17,687 |
| 10 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
19,90519.9k
$621.4k |
$621.4k |
0.02% |
Added
+980 |
+980 |
| 11 |
Ignite Planners, LLC
0.08% of their portfolio |
SAN CLEMENTE, CA |
17,73517.7k
$553.7k |
$553.7k |
0.08% |
Unchanged |
|
| 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
17,62517.6k
$552.1k |
$552.1k |
0.00% |
Reduced
-7.4k |
-7,384 |
| 13 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
17,59817.6k
$549.4k |
$549.4k |
0.01% |
Reduced
-2.2k |
-2,165 |
| 14 |
Crusonia Wealth Advisors LLC
0.09% of their portfolio |
DENVER, CO |
17,05217.1k
$532.4k |
$532.4k |
0.09% |
Unchanged |
|
| 15 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
16,70616.7k
$521.6k |
$521.6k |
0.00% |
Reduced
-197 |
-197 |
| 16 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
14,89314.9k
$465.0k |
$465.0k |
0.01% |
Added
+5.6k |
+5,604 |
| 17 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
14,05214.1k
$438.7k |
$438.7k |
0.00% |
Added
+529 |
+529 |
| 18 |
Capasso Planning Partners LLC
0.21% of their portfolio |
CHARLESTON, SC |
13,21513.2k
$412.6k |
$412.6k |
0.21% |
Reduced
-474 |
-474 |
| 19 |
Buck Wealth Strategies, LLC
0.04% of their portfolio |
DENVER, CO |
12,59012.6k
$393.1k |
$393.1k |
0.04% |
Unchanged |
|
| 20 |
Americana Partners, LLC
0.01% of their portfolio |
Houston, TX |
12,41012.4k
$387.4k |
$387.4k |
0.01% |
Reduced
-1.4k |
-1,374 |
| 21 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
11,51711.5k
$359.6k |
$359.6k |
0.00% |
Added
+1.5k |
+1,526 |
| 22 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
10,78910.8k
$336.8k |
$336.8k |
0.00% |
Reduced
-784 |
-784 |
| 23 |
Legacy Capital Wealth Partners, LLC
0.06% of their portfolio |
LITTLE ROCK, AR |
10,64310.6k
$332.3k |
$332.3k |
0.06% |
Unchanged |
|
| 24 |
WealthCare Asset Management, LLC
0.14% of their portfolio |
SPRINGFIELD, MO |
10,59810.6k
$330.9k |
$330.9k |
0.14% |
New |
|
| 25 |
PRECEDENT WEALTH PARTNERS, LLC
0.05% of their portfolio |
HOUSTON, TX |
10,39110.4k
$324.4k |
$324.4k |
0.05% |
New |
|
| 26 |
MILESTONE ASSET MANAGEMENT, LLC
0.05% of their portfolio |
PITTSBURGH, PA |
9,8369.8k
$307.1k |
$307.1k |
0.05% |
Unchanged |
|
| 27 |
LVZ, Inc.
0.03% of their portfolio |
Holland, MI |
9,5119.5k
$296.9k |
$296.9k |
0.03% |
New |
|
| 28 |
Kovack Advisors, Inc.
0.01% of their portfolio |
FT. LAUDERDALE, FL |
8,5178.5k
$265.9k |
$265.9k |
0.01% |
Unchanged |
|
| 29 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.07% of their portfolio |
WATERLOO, IA |
7,9758.0k
$249.0k |
$249.0k |
0.07% |
Unchanged |
|
| 30 |
Sequent Planning LLC
0.05% of their portfolio |
OMAHA, NE |
7,9568.0k
$248.4k |
$248.4k |
0.05% |
Unchanged |
|
| 31 |
Triumph Capital Management
0.04% of their portfolio |
DENVER, CO |
7,9147.9k
$247.1k |
$247.1k |
0.04% |
Unchanged |
|
| 32 |
WEALTHGARDEN F.S. LLC
0.13% of their portfolio |
EL SEGUNDO, CA |
7,4507.5k
$232.6k |
$232.6k |
0.13% |
Unchanged |
|
| 33 |
Integrity Financial Corp /WA
0.11% of their portfolio |
JACKSON, WY |
7,0987.1k
$221.6k |
$221.6k |
0.11% |
Reduced
-2.0k |
-1,997 |
| 34 |
FWG Investments, LLC.
0.11% of their portfolio |
LEXINGTON, KY |
6,9216.9k
$216.1k |
$216.1k |
0.11% |
New |
|
| 35 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
6,8816.9k
$214.8k |
$214.8k |
0.00% |
Reduced
-71 |
-71 |
| 36 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
6,4166.4k
$200.3k |
$200.3k |
0.00% |
Reduced
-6.1k |
-6,136 |
| 37 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,8804.9k
$152.4k |
$152.4k |
0.00% |
Unchanged |
|
| 38 |
CX Institutional
0.00% of their portfolio |
AUBURN, IN |
1,3811.4k
$43.0k |
$43.0k |
0.00% |
Unchanged |
|
| 39 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
1,3331.3k
$41.6k |
$41.6k |
0.00% |
Reduced
-196 |
-196 |
| 40 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
792792
$24.7k |
$24.7k |
0.00% |
Reduced
-1.1k |
-1,112 |