| 1 |
Griffith & Werner, Inc.
12.70% of their portfolio |
CANTON, GA |
497,699497.7k
$27.1m |
$27.1m |
12.70% |
Added
+11.3k |
+11,259 |
| 2 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
301,959302.0k
$16.4m |
$16.4m |
0.03% |
Added
+20.0k |
+19,996 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
299,884299.9k
$16.3m |
$16.3m |
0.02% |
Reduced
-9.6k |
-9,629 |
| 4 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
269,816269.8k
$14.7m |
$14.7m |
0.00% |
Reduced
-285.7k |
-285,672 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
258,435258.4k
$14.1m |
$14.1m |
0.00% |
Reduced
-18.0k |
-18,011 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
232,256232.3k
$12.7m |
$12.7m |
0.00% |
Added
+21.1k |
+21,106 |
| 7 |
MGO ONE SEVEN LLC
0.19% of their portfolio |
Beachwood, OH |
216,414216.4k
$11.8m |
$11.8m |
0.19% |
Reduced
-356 |
-356 |
| 8 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
200,853200.9k
$10.9m |
$10.9m |
0.01% |
Reduced
-158.2k |
-158,175 |
| 9 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
171,406171.4k
$9.3m |
$9.3m |
0.01% |
Added
+43.8k |
+43,800 |
| 10 |
Schulz Wealth, LTD.
4.17% of their portfolio |
MANSFIELD, TX |
148,313148.3k
$8.1m |
$8.1m |
4.17% |
First filing |
|
| 11 |
NATIONAL BANK OF CANADA /FI/
0.01% of their portfolio |
MONTREAL, A8 |
136,122136.1k
$7.4m |
$7.4m |
0.01% |
Added
+8.9k |
+8,901 |
| 12 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
116,984117.0k
$6.4m |
$6.4m |
0.01% |
Reduced
-283 |
-283 |
| 13 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
105,623105.6k
$5.8m |
$5.8m |
0.02% |
Reduced
-29.6k |
-29,648 |
| 14 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
88,43088.4k
$4.8m |
$4.8m |
0.01% |
Reduced
-10.0k |
-10,036 |
| 15 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
87,82587.8k
$4.8m |
$4.8m |
0.01% |
Reduced
-20.1k |
-20,111 |
| 16 |
Faithward Advisors, LLC
0.57% of their portfolio |
LANCASTER, PA |
85,16685.2k
$4.6m |
$4.6m |
0.57% |
Reduced
-444 |
-444 |
| 17 |
LEIGH BALDWIN & CO., LLC
2.50% of their portfolio |
CAZENOVIA, NY |
85,05585.1k
$4.6m |
$4.6m |
2.50% |
Added
+11.2k |
+11,170 |
| 18 |
NOVEM GROUP
0.45% of their portfolio |
Rochester, NY |
82,35382.4k
$4.5m |
$4.5m |
0.45% |
Added
+1.5k |
+1,458 |
| 19 |
REAP Financial Group, LLC
0.76% of their portfolio |
AUSTIN, TX |
81,64781.6k
$4.4m |
$4.4m |
0.76% |
Added
+75 |
+75 |
| 20 |
Harvest Investment Services, LLC
0.68% of their portfolio |
Oakbrook Terrace, IL |
81,00481.0k
$4.4m |
$4.4m |
0.68% |
Added
+1.4k |
+1,361 |
| 21 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
76,31676.3k
$4.2m |
$4.2m |
0.01% |
Added
+8.8k |
+8,830 |
| 22 |
Arkadios Wealth Advisors
0.06% of their portfolio |
ATLANTA, GA |
75,64975.6k
$4.1m |
$4.1m |
0.06% |
Reduced
-3.7k |
-3,718 |
| 23 |
STEPHENS INC /AR/
0.05% of their portfolio |
LITTLE ROCK, AR |
74,39674.4k
$4.1m |
$4.1m |
0.05% |
Reduced
-829 |
-829 |
| 24 |
Crusonia Wealth Advisors LLC
0.66% of their portfolio |
DENVER, CO |
73,54373.5k
$4.0m |
$4.0m |
0.66% |
Reduced
-145 |
-145 |
| 25 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
72,15472.2k
$3.9m |
$3.9m |
0.01% |
Reduced
-851 |
-851 |
| 26 |
NovaPoint Capital, LLC
0.76% of their portfolio |
ATLANTA, GA |
67,50967.5k
$3.7m |
$3.7m |
0.76% |
Reduced
-13.2k |
-13,241 |
| 27 |
Keystone Wealth Services, LLC
0.60% of their portfolio |
PALM DESERT, CA |
59,00759.0k
$3.2m |
$3.2m |
0.60% |
Reduced
-3.3k |
-3,320 |
| 28 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
46,11546.1k
$2.5m |
$2.5m |
0.00% |
Added
+27.5k |
+27,509 |
| 29 |
Ignite Planners, LLC
0.34% of their portfolio |
SAN CLEMENTE, CA |
44,96645.0k
$2.4m |
$2.4m |
0.34% |
Added
+376 |
+376 |
| 30 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
41,33941.3k
$2.3m |
$2.3m |
0.03% |
Reduced
-6.8k |
-6,773 |
| 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
38,78238.8k
$2.1m |
$2.1m |
0.00% |
Added
+18.4k |
+18,410 |
| 32 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
38,01038.0k
$2.1m |
$2.1m |
0.00% |
Added
+1.5k |
+1,493 |
| 33 |
OLD MISSION CAPITAL LLC
0.05% of their portfolio |
CHICAGO, IL |
35,95336.0k
$2.0m |
$2.0m |
0.05% |
Added
+30.1k |
+30,091 |
| 34 |
Integrity Financial Corp /WA
0.94% of their portfolio |
JACKSON, WY |
35,94035.9k
$2.0m |
$2.0m |
0.94% |
Reduced
-2.5k |
-2,527 |
| 35 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
35,91135.9k
$2.0m |
$2.0m |
0.00% |
Added
+30.6k |
+30,647 |
| 36 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
35,61135.6k
$1.9m |
$1.9m |
0.01% |
Unchanged |
|
| 37 |
McKinley Carter Wealth Services, Inc.
0.10% of their portfolio |
WHEELING, WV |
34,93134.9k
$1.9m |
$1.9m |
0.10% |
Unchanged |
|
| 38 |
FWG Investments, LLC.
0.99% of their portfolio |
LEXINGTON, KY |
34,39434.4k
$1.9m |
$1.9m |
0.99% |
Reduced
-1.0k |
-1,037 |
| 39 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
33,98734.0k
$1.9m |
$1.9m |
0.01% |
Reduced
-707 |
-707 |
| 40 |
Ameritas Advisory Services, LLC
0.04% of their portfolio |
Lincoln, NE |
33,45533.5k
$1.8m |
$1.8m |
0.04% |
Added
+20.1k |
+20,069 |
| 41 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
33,13333.1k
$1.8m |
$1.8m |
0.09% |
Added
+1.6k |
+1,551 |
| 42 |
1776 Wealth LLC
0.61% of their portfolio |
ATLANTA, GA |
31,96932.0k
$1.7m |
$1.7m |
0.61% |
Unchanged |
|
| 43 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
31,77331.8k
$1.7m |
$1.7m |
0.01% |
Reduced
-564 |
-564 |
| 44 |
RFG Advisory, LLC
0.03% of their portfolio |
BIRMINGHAM, AL |
29,37629.4k
$1.6m |
$1.6m |
0.03% |
Added
+2.7k |
+2,747 |
| 45 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
26,05726.1k
$1.4m |
$1.4m |
0.00% |
Reduced
-1.2k |
-1,214 |
| 46 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
25,87125.9k
$1.4m |
$1.4m |
0.01% |
Reduced
-1.5k |
-1,452 |
| 47 |
Tanglewood Legacy Advisors, LLC
0.45% of their portfolio |
HOUSTON, TX |
25,48625.5k
$1.4m |
$1.4m |
0.45% |
Reduced
-3.5k |
-3,472 |
| 48 |
Bison Wealth, LLC
0.12% of their portfolio |
ATLANTA, GA |
24,32024.3k
$1.3m |
$1.3m |
0.12% |
Unchanged |
|
| 49 |
COMPASS CAPITAL CORP /MA/ /ADV
0.44% of their portfolio |
BRAINTREE, MA |
24,19524.2k
$1.3m |
$1.3m |
0.44% |
Added
+968 |
+968 |
| 50 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
23,26723.3k
$1.3m |
$1.3m |
0.01% |
Reduced
-320 |
-320 |
| 51 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
21,75221.8k
$1.2m |
$1.2m |
0.00% |
Reduced
-852 |
-852 |
| 52 |
KINGSWOOD WEALTH ADVISORS, LLC
0.05% of their portfolio |
SAN DIEGO, CA |
20,75820.8k
$1.1m |
$1.1m |
0.05% |
Unchanged |
|
| 53 |
Grantvest Financial Group LLC
0.61% of their portfolio |
MATAWAN, NJ |
19,44919.4k
$1.1m |
$1.1m |
0.61% |
Reduced
-746 |
-746 |
| 54 |
SACKS & ASSOCIATES, LLC
0.70% of their portfolio |
WARREN, NJ |
18,99419.0k
$1.0m |
$1.0m |
0.70% |
New |
|
| 55 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.13% of their portfolio |
BLUE BELL, PA |
18,85818.9k
$1.0m |
$1.0m |
0.13% |
Unchanged |
|
| 56 |
Valtinson Bruner Financial Planning LLC
0.25% of their portfolio |
NEW BRIGHTON, MN |
18,56818.6k
$1.0m |
$1.0m |
0.25% |
Reduced
-3.2k |
-3,215 |
| 57 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
18,24118.2k
$993.5k |
$993.5k |
0.00% |
Added
+1.2k |
+1,248 |
| 58 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
17,67717.7k
$962.8k |
$962.8k |
0.01% |
Reduced
-2.0k |
-2,012 |
| 59 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
17,07017.1k
$936.7k |
$936.7k |
0.00% |
Added
+7.2k |
+7,187 |
| 60 |
LBMC INVESTMENT ADVISORS, LLC
0.05% of their portfolio |
BRENTWOOD, TN |
16,74816.7k
$912.2k |
$912.2k |
0.05% |
Unchanged |
|
| 61 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
16,00516.0k
$871.7k |
$871.7k |
0.01% |
Reduced
-1.5k |
-1,455 |
| 62 |
DHJJ Financial Advisors, Ltd.
0.25% of their portfolio |
NAPERVILLE, IL |
16,00116.0k
$871.5k |
$871.5k |
0.25% |
Reduced
-33 |
-33 |
| 63 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
15,73615.7k
$857.1k |
$857.1k |
0.00% |
Added
+1.1k |
+1,136 |
| 64 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.24% of their portfolio |
WATERLOO, IA |
15,42315.4k
$840.0k |
$840.0k |
0.24% |
Reduced
-98 |
-98 |
| 65 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
14,59314.6k
$794.8k |
$794.8k |
0.02% |
Added
+412 |
+412 |
| 66 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
14,43914.4k
$786.5k |
$786.5k |
0.02% |
Reduced
-57.6k |
-57,634 |
| 67 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
12,60912.6k
$686.8k |
$686.8k |
0.30% |
Added
+4.2k |
+4,231 |
| 68 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
12,55812.6k
$684.0k |
$684.0k |
0.03% |
Unchanged |
|
| 69 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
12,14312.1k
$661.4k |
$661.4k |
0.01% |
Reduced
-64 |
-64 |
| 70 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
11,41911.4k
$622.0k |
$622.0k |
0.01% |
Unchanged |
|
| 71 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
11,13811.1k
$606.7k |
$606.7k |
0.00% |
Reduced
-2.0k |
-2,017 |
| 72 |
Clear Creek Financial Management, LLC
0.04% of their portfolio |
SILVERDALE, WA |
10,74110.7k
$585.0k |
$585.0k |
0.04% |
Unchanged |
|
| 73 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
10,73210.7k
$582.1k |
$582.1k |
0.00% |
New |
|
| 74 |
Nicholson Wealth Management Group, LLC
0.34% of their portfolio |
CHARLESTOWN, SC |
10,60910.6k
$577.8k |
$577.8k |
0.34% |
Unchanged |
|
| 75 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,54510.5k
$574.4k |
$574.4k |
0.01% |
Unchanged |
|
| 76 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
10,48310.5k
$571.0k |
$571.0k |
0.08% |
Reduced
-61 |
-61 |
| 77 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
10,18710.2k
$555.0k |
$555.0k |
0.00% |
Reduced
-321 |
-321 |
| 78 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
10,11810.1k
$551.1k |
$551.1k |
0.01% |
Unchanged |
|
| 79 |
Pitti Group Wealth Management, LLC
0.39% of their portfolio |
VICTOR, NY |
9,7189.7k
$529.3k |
$529.3k |
0.39% |
Unchanged |
|
| 80 |
FIDUCIARY FINANCIAL ADVISORS
0.05% of their portfolio |
GRAND RAPIDS, MI |
9,3989.4k
$511.8k |
$511.8k |
0.05% |
New |
|
| 81 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
9,1319.1k
$497.3k |
$497.3k |
0.01% |
Added
+2.0k |
+2,000 |
| 82 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
8,9709.0k
$488.6k |
$488.6k |
0.02% |
Reduced
-19.8k |
-19,819 |
| 83 |
BECK CAPITAL MANAGEMENT, LLC
0.09% of their portfolio |
AUSTIN, TX |
8,9018.9k
$484.8k |
$484.8k |
0.09% |
New |
|
| 84 |
COLTON GROOME FINANCIAL ADVISORS, LLC
0.11% of their portfolio |
ASHEVILLE, NC |
8,6698.7k
$472.2k |
$472.2k |
0.11% |
New |
|
| 85 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
8,3558.4k
$455.0k |
$455.0k |
0.01% |
Unchanged |
|
| 86 |
SWMG, LLC
0.11% of their portfolio |
FORT WORTH, TX |
8,1888.2k
$448.4k |
$448.4k |
0.11% |
Unchanged |
|
| 87 |
LEGACY SOLUTIONS, LLC
0.36% of their portfolio |
KENNETT SQUARE, PA |
8,1458.1k
$443.6k |
$443.6k |
0.36% |
Unchanged |
|
| 88 |
Archer Investment Corp
0.04% of their portfolio |
Carmel, IN |
8,0808.1k
$440.1k |
$440.1k |
0.04% |
Added
+4.0k |
+4,040 |
| 89 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
7,9027.9k
$430.4k |
$430.4k |
0.01% |
Unchanged |
|
| 90 |
Share Andrew L.
0.22% of their portfolio |
MANCHESTER, NH |
7,6507.7k
$416.7k |
$416.7k |
0.22% |
Unchanged |
|
| 91 |
Chris Bulman Inc
0.15% of their portfolio |
ROSEVILLE, CA |
7,5097.5k
$409.0k |
$409.0k |
0.15% |
Unchanged |
|
| 92 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
7,4967.5k
$408.3k |
$408.3k |
0.01% |
Added
+2.6k |
+2,606 |
| 93 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
7,4937.5k
$407.9k |
$407.9k |
0.00% |
Reduced
-2.6k |
-2,600 |
| 94 |
KINTRA WEALTH, LLC
0.02% of their portfolio |
WILLIAMSPORT, PA |
7,2977.3k
$406.9k |
$406.9k |
0.02% |
Reduced
-37 |
-37 |
| 95 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
7,1527.2k
$389.6k |
$389.6k |
0.01% |
Reduced
-1.1k |
-1,100 |
| 96 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
7,0667.1k
$384.9k |
$384.9k |
0.02% |
Reduced
-742 |
-742 |
| 97 |
SOA Wealth Advisors, LLC.
0.06% of their portfolio |
NEW YORK, NY |
7,0177.0k
$382.2k |
$382.2k |
0.06% |
Reduced
-113 |
-113 |
| 98 |
SILVER OAK SECURITIES, INCORPORATED
0.02% of their portfolio |
JACKSON, TN |
6,8256.8k
$371.7k |
$371.7k |
0.02% |
Unchanged |
|
| 99 |
Sowell Financial Services LLC
0.01% of their portfolio |
NORTH LITTLE ROCK, AR |
6,5906.6k
$358.9k |
$358.9k |
0.01% |
Reduced
-348 |
-348 |
| 100 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
6,5536.6k
$356.9k |
$356.9k |
0.00% |
Reduced
-69 |
-69 |