| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
555,488555.5k
$27.6m |
$27.6m |
0.01% |
Added
+34.8k |
+34,837 |
| 2 |
Griffith & Werner, Inc.
11.98% of their portfolio |
CANTON, GA |
486,440486.4k
$24.2m |
$24.2m |
11.98% |
Reduced
-157.0k |
-156,997 |
| 3 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
359,028359.0k
$17.9m |
$17.9m |
0.02% |
Reduced
-15.3k |
-15,326 |
| 4 |
CWM, LLC
0.04% of their portfolio |
OMAHA, NE |
332,868332.9k
$16.6m |
$16.6m |
0.04% |
Reduced
-32.9k |
-32,877 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
309,513309.5k
$15.4m |
$15.4m |
0.02% |
Added
+15.1k |
+15,051 |
| 6 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
281,963282.0k
$14.0m |
$14.0m |
0.03% |
Added
+27.2k |
+27,216 |
| 7 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
276,446276.4k
$13.7m |
$13.7m |
0.00% |
Reduced
-140.9k |
-140,857 |
| 8 |
MGO ONE SEVEN LLC
0.22% of their portfolio |
Beachwood, OH |
216,770216.8k
$10.8m |
$10.8m |
0.22% |
Added
+1.7k |
+1,733 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
211,150211.2k
$10.5m |
$10.5m |
0.00% |
Reduced
-25.4k |
-25,432 |
| 10 |
Atria Investments, Inc
0.09% of their portfolio |
Charlotte, NC |
154,518154.5k
$7.7m |
$7.7m |
0.09% |
Added
+3.5k |
+3,456 |
| 11 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
135,271135.3k
$6.7m |
$6.7m |
0.03% |
Added
+5.9k |
+5,857 |
| 12 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
127,606127.6k
$6.3m |
$6.3m |
0.01% |
Reduced
-27.1k |
-27,073 |
| 13 |
NATIONAL BANK OF CANADA /FI/
0.01% of their portfolio |
MONTREAL, A8 |
127,221127.2k
$6.3m |
$6.3m |
0.01% |
New |
|
| 14 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
117,267117.3k
$5.8m |
$5.8m |
0.01% |
Reduced
-586 |
-586 |
| 15 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
107,936107.9k
$5.4m |
$5.4m |
0.01% |
Added
+7.2k |
+7,230 |
| 16 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
98,46698.5k
$4.9m |
$4.9m |
0.01% |
Reduced
-1.5k |
-1,467 |
| 17 |
BAM Wealth Management, LLC
3.37% of their portfolio |
LAKEWOOD, CO |
90,71890.7k
$4.5m |
$4.5m |
3.37% |
Reduced
-12.2k |
-12,173 |
| 18 |
Faithward Advisors, LLC
0.61% of their portfolio |
LANCASTER, PA |
85,61085.6k
$4.3m |
$4.3m |
0.61% |
Added
+25.1k |
+25,078 |
| 19 |
REAP Financial Group, LLC
0.80% of their portfolio |
AUSTIN, TX |
81,57281.6k
$4.1m |
$4.1m |
0.80% |
Reduced
-115 |
-115 |
| 20 |
NOVEM GROUP
0.46% of their portfolio |
Rochester, NY |
80,89580.9k
$4.0m |
$4.0m |
0.46% |
Added
+5.1k |
+5,085 |
| 21 |
NovaPoint Capital, LLC
1.01% of their portfolio |
ATLANTA, GA |
80,75080.8k
$4.0m |
$4.0m |
1.01% |
Reduced
-7.2k |
-7,230 |
| 22 |
Harvest Investment Services, LLC
0.72% of their portfolio |
Oakbrook Terrace, IL |
79,64379.6k
$4.0m |
$4.0m |
0.72% |
Added
+14.7k |
+14,655 |
| 23 |
Arkadios Wealth Advisors
0.07% of their portfolio |
ATLANTA, GA |
79,36779.4k
$3.9m |
$3.9m |
0.07% |
Added
+2.2k |
+2,222 |
| 24 |
STEPHENS INC /AR/
0.05% of their portfolio |
LITTLE ROCK, AR |
75,22575.2k
$3.7m |
$3.7m |
0.05% |
Reduced
-48.4k |
-48,364 |
| 25 |
LEIGH BALDWIN & CO., LLC
2.38% of their portfolio |
CAZENOVIA, NY |
73,88573.9k
$3.7m |
$3.7m |
2.38% |
Added
+68.1k |
+68,065 |
| 26 |
Crusonia Wealth Advisors LLC
0.76% of their portfolio |
DENVER, CO |
73,68873.7k
$3.7m |
$3.7m |
0.76% |
Unchanged |
|
| 27 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
73,00573.0k
$3.6m |
$3.6m |
0.01% |
Added
+32.1k |
+32,129 |
| 28 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
72,07372.1k
$3.6m |
$3.6m |
0.08% |
Reduced
-910 |
-910 |
| 29 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
67,48667.5k
$3.4m |
$3.4m |
0.01% |
Added
+8.9k |
+8,922 |
| 30 |
Keystone Wealth Services, LLC
0.66% of their portfolio |
PALM DESERT, CA |
62,32762.3k
$3.1m |
$3.1m |
0.66% |
New |
|
| 31 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
48,11248.1k
$2.4m |
$2.4m |
0.04% |
Added
+6.3k |
+6,281 |
| 32 |
Ignite Planners, LLC
0.34% of their portfolio |
SAN CLEMENTE, CA |
44,59044.6k
$2.2m |
$2.2m |
0.34% |
Reduced
-695 |
-695 |
| 33 |
Integrity Financial Corp /WA
0.95% of their portfolio |
JACKSON, WY |
38,46738.5k
$1.9m |
$1.9m |
0.95% |
Added
+6.9k |
+6,894 |
| 34 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
36,51736.5k
$1.8m |
$1.8m |
0.00% |
Added
+2.1k |
+2,120 |
| 35 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
35,61135.6k
$1.8m |
$1.8m |
0.01% |
Added
+3.5k |
+3,500 |
| 36 |
FWG Investments, LLC.
1.12% of their portfolio |
LEXINGTON, KY |
35,43135.4k
$1.8m |
$1.8m |
1.12% |
Added
+2.0k |
+1,967 |
| 37 |
McKinley Carter Wealth Services, Inc.
0.10% of their portfolio |
WHEELING, WV |
34,93134.9k
$1.7m |
$1.7m |
0.10% |
Unchanged |
|
| 38 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
34,69434.7k
$1.7m |
$1.7m |
0.01% |
Added
+1.1k |
+1,102 |
| 39 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
32,33732.3k
$1.6m |
$1.6m |
0.01% |
Reduced
-766 |
-766 |
| 40 |
1776 Wealth LLC
0.63% of their portfolio |
ATLANTA, GA |
31,96932.0k
$1.6m |
$1.6m |
0.63% |
Unchanged |
|
| 41 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
31,58231.6k
$1.6m |
$1.6m |
0.09% |
Added
+2.4k |
+2,418 |
| 42 |
Tanglewood Legacy Advisors, LLC
0.52% of their portfolio |
HOUSTON, TX |
28,95829.0k
$1.4m |
$1.4m |
0.52% |
Reduced
-213 |
-213 |
| 43 |
Strategic Blueprint, LLC
0.08% of their portfolio |
ATLANTA, GA |
28,78928.8k
$1.4m |
$1.4m |
0.08% |
Added
+2.1k |
+2,097 |
| 44 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
27,32327.3k
$1.4m |
$1.4m |
0.01% |
Unchanged |
|
| 45 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
27,27127.3k
$1.4m |
$1.4m |
0.00% |
Reduced
-101 |
-101 |
| 46 |
RFG Advisory, LLC
0.02% of their portfolio |
BIRMINGHAM, AL |
26,62926.6k
$1.3m |
$1.3m |
0.02% |
Added
+3.6k |
+3,555 |
| 47 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
26,16026.2k
$1.3m |
$1.3m |
0.00% |
Reduced
-651 |
-651 |
| 48 |
VestGen Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
24,55424.6k
$1.3m |
$1.3m |
0.04% |
Added
+19.4k |
+19,392 |
| 49 |
Bison Wealth, LLC
0.13% of their portfolio |
ATLANTA, GA |
24,32024.3k
$1.3m |
$1.3m |
0.13% |
Unchanged |
|
| 50 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
23,58723.6k
$1.2m |
$1.2m |
0.01% |
Reduced
-264 |
-264 |
| 51 |
COMPASS CAPITAL CORP /MA/ /ADV
0.45% of their portfolio |
BRAINTREE, MA |
23,22723.2k
$1.2m |
$1.2m |
0.45% |
New |
|
| 52 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
22,60422.6k
$1.1m |
$1.1m |
0.00% |
Reduced
-534 |
-534 |
| 53 |
Valtinson Bruner Financial Planning LLC
0.30% of their portfolio |
NEW BRIGHTON, MN |
21,78321.8k
$1.1m |
$1.1m |
0.30% |
Reduced
-800 |
-800 |
| 54 |
KINGSWOOD WEALTH ADVISORS, LLC
0.05% of their portfolio |
SAN DIEGO, CA |
20,75820.8k
$1.0m |
$1.0m |
0.05% |
Added
+11.7k |
+11,710 |
| 55 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
20,37220.4k
$1.0m |
$1.0m |
0.00% |
Reduced
-8.1k |
-8,095 |
| 56 |
Grantvest Financial Group LLC
0.65% of their portfolio |
MATAWAN, NJ |
20,19520.2k
$1.0m |
$1.0m |
0.65% |
Reduced
-946 |
-946 |
| 57 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
19,68919.7k
$978.9k |
$978.9k |
0.01% |
Reduced
-13 |
-13 |
| 58 |
Signal Advisors Wealth, LLC
0.07% of their portfolio |
DETROIT, MI |
19,30719.3k
$959.9k |
$959.9k |
0.07% |
Added
+2.9k |
+2,900 |
| 59 |
Catalina Capital Group, LLC
0.58% of their portfolio |
Torrance, CA |
19,06119.1k
$947.7k |
$947.7k |
0.58% |
Added
+200 |
+200 |
| 60 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.13% of their portfolio |
BLUE BELL, PA |
18,85818.9k
$937.6k |
$937.6k |
0.13% |
Added
+1.2k |
+1,200 |
| 61 |
VestGen Investment Management
0.51% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
18,75718.8k
$932.6k |
$932.6k |
0.51% |
Reduced
-1.6k |
-1,617 |
| 62 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
18,60618.6k
$925.1k |
$925.1k |
0.00% |
Added
+6.0k |
+6,020 |
| 63 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
17,99518.0k
$894.7k |
$894.7k |
0.03% |
Reduced
-1.4k |
-1,352 |
| 64 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
17,46017.5k
$868.1k |
$868.1k |
0.01% |
Reduced
-520 |
-520 |
| 65 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
16,99317.0k
$844.9k |
$844.9k |
0.00% |
New |
|
| 66 |
LBMC INVESTMENT ADVISORS, LLC
0.05% of their portfolio |
BRENTWOOD, TN |
16,74816.7k
$832.7k |
$832.7k |
0.05% |
Unchanged |
|
| 67 |
DHJJ Financial Advisors, Ltd.
0.26% of their portfolio |
NAPERVILLE, IL |
16,03416.0k
$797.2k |
$797.2k |
0.26% |
Reduced
-222 |
-222 |
| 68 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.24% of their portfolio |
WATERLOO, IA |
15,52115.5k
$771.7k |
$771.7k |
0.24% |
Reduced
-376 |
-376 |
| 69 |
Oakmont Advisory Group, LLC
0.76% of their portfolio |
ALBUQUERQUE, NM |
14,97415.0k
$744.5k |
$744.5k |
0.76% |
New |
|
| 70 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
14,60014.6k
$725.9k |
$725.9k |
0.00% |
Unchanged |
|
| 71 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
14,18114.2k
$705.1k |
$705.1k |
0.02% |
Reduced
-254 |
-254 |
| 72 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
13,59313.6k
$675.8k |
$675.8k |
0.01% |
Reduced
-443 |
-443 |
| 73 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
13,38613.4k
$665.6k |
$665.6k |
0.03% |
Added
+642 |
+642 |
| 74 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
13,15513.2k
$654.1k |
$654.1k |
0.00% |
Reduced
-1.6k |
-1,614 |
| 75 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
12,55812.6k
$624.0k |
$624.0k |
0.03% |
Reduced
-5.7k |
-5,661 |
| 76 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
12,20712.2k
$606.9k |
$606.9k |
0.01% |
Reduced
-479 |
-479 |
| 77 |
WORLD EQUITY GROUP, INC.
0.15% of their portfolio |
SCHAUMBURG, IL |
11,93211.9k
$593.3k |
$593.3k |
0.15% |
Reduced
-1.3k |
-1,335 |
| 78 |
Snowden Capital Advisors LLC
0.02% of their portfolio |
New York, NY |
11,41911.4k
$567.8k |
$567.8k |
0.02% |
Added
+1.8k |
+1,818 |
| 79 |
Clear Creek Financial Management, LLC
0.04% of their portfolio |
SILVERDALE, WA |
10,74110.7k
$534.0k |
$534.0k |
0.04% |
Unchanged |
|
| 80 |
Nicholson Wealth Management Group, LLC
0.31% of their portfolio |
CHARLESTOWN, SC |
10,60910.6k
$527.5k |
$527.5k |
0.31% |
Unchanged |
|
| 81 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,54510.5k
$524.3k |
$524.3k |
0.01% |
Added
+194 |
+194 |
| 82 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
10,54410.5k
$524.2k |
$524.2k |
0.08% |
Added
+810 |
+810 |
| 83 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
10,50810.5k
$522.0k |
$522.0k |
0.00% |
Added
+1.1k |
+1,140 |
| 84 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
10,11810.1k
$503.1k |
$503.1k |
0.01% |
Reduced
-508 |
-508 |
| 85 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
10,09310.1k
$502.3k |
$502.3k |
0.00% |
Added
+3.1k |
+3,093 |
| 86 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
9,8839.9k
$494.6k |
$494.6k |
0.00% |
Reduced
-16.3k |
-16,320 |
| 87 |
Pitti Group Wealth Management, LLC
0.39% of their portfolio |
VICTOR, NY |
9,7189.7k
$483.2k |
$483.2k |
0.39% |
Reduced
-2 |
-2 |
| 88 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.37% of their portfolio |
ANCHORAGE, AK |
9,0739.1k
$459.4k |
$459.4k |
0.37% |
Reduced
-529 |
-529 |
| 89 |
Sunbelt Securities, Inc.
0.03% of their portfolio |
HOUSTON, TX |
8,9118.9k
$443.1k |
$443.1k |
0.03% |
Added
+210 |
+210 |
| 90 |
TFB Advisors LLC
0.22% of their portfolio |
OVERLAND PARK, KS |
8,3788.4k
$416.6k |
$416.6k |
0.22% |
Reduced
-7.3k |
-7,326 |
| 91 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
8,3558.4k
$415.0k |
$415.0k |
0.01% |
Added
+191 |
+191 |
| 92 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
8,2528.3k
$410.3k |
$410.3k |
0.01% |
Unchanged |
|
| 93 |
SWMG, LLC
0.12% of their portfolio |
FORT WORTH, TX |
8,1888.2k
$407.1k |
$407.1k |
0.12% |
Unchanged |
|
| 94 |
LEGACY SOLUTIONS, LLC
0.38% of their portfolio |
KENNETT SQUARE, PA |
8,1458.1k
$405.0k |
$405.0k |
0.38% |
Unchanged |
|
| 95 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
7,9027.9k
$392.9k |
$392.9k |
0.01% |
Unchanged |
|
| 96 |
Main Street Financial Solutions, LLC
0.03% of their portfolio |
NEWTOWN, PA |
7,8087.8k
$388.2k |
$388.2k |
0.03% |
Unchanged |
|
| 97 |
Share Andrew L.
0.18% of their portfolio |
MANCHESTER, NH |
7,6507.7k
$380.4k |
$380.4k |
0.18% |
Unchanged |
|
| 98 |
Chris Bulman Inc
0.16% of their portfolio |
ROSEVILLE, CA |
7,5097.5k
$373.3k |
$373.3k |
0.16% |
Reduced
-459 |
-459 |
| 99 |
KINTRA WEALTH, LLC
0.03% of their portfolio |
WILLIAMSPORT, PA |
7,3347.3k
$364.6k |
$364.6k |
0.03% |
Added
+3.1k |
+3,090 |
| 100 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
7,1317.1k
$354.6k |
$354.6k |
0.01% |
Added
+2.3k |
+2,327 |