| 1 |
Encompass More Asset Management
0.31% of their portfolio |
Danville, CA |
50,86450.9k
$1.6m |
$1.6m |
0.31% |
Reduced
-21.6k |
-21,574 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
49,01749.0k
$1.5m |
$1.5m |
0.00% |
Added
+14.4k |
+14,366 |
| 3 |
ASHTON THOMAS SECURITIES, LLC
0.16% of their portfolio |
ROCHESTER, NY |
37,35037.4k
$1.2m |
$1.2m |
0.16% |
Unchanged |
|
| 4 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
32,09632.1k
$1.0m |
$1.0m |
0.00% |
Added
+3.5k |
+3,480 |
| 5 |
Donald L. Hagan, LLC
0.44% of their portfolio |
Sarasota, FL |
28,65228.7k
$900.5k |
$900.5k |
0.44% |
Reduced
-1.9k |
-1,925 |
| 6 |
Ashton Thomas Private Wealth, LLC
0.02% of their portfolio |
SCOTTSDALE, AZ |
26,16026.2k
$822.2k |
$822.2k |
0.02% |
New |
|
| 7 |
Americana Partners, LLC
0.02% of their portfolio |
Houston, TX |
21,78521.8k
$684.7k |
$684.7k |
0.02% |
New |
|
| 8 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
15,06115.1k
$473.4k |
$473.4k |
0.00% |
Added
+800 |
+800 |
| 9 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
13,46013.5k
$423.0k |
$423.0k |
0.00% |
Added
+3.1k |
+3,115 |
| 10 |
BRASS TAX WEALTH MANAGEMENT, INC
0.07% of their portfolio |
CINCINNATI, OH |
12,83212.8k
$403.3k |
$403.3k |
0.07% |
Added
+2.2k |
+2,180 |
| 11 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
12,79412.8k
$402.1k |
$402.1k |
0.00% |
Reduced
-202 |
-202 |
| 12 |
Defined Financial Planning LLC
0.32% of their portfolio |
SAN RAFAEL, CA |
12,11612.1k
$381.8k |
$381.8k |
0.32% |
Added
+3.2k |
+3,232 |
| 13 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
12,10712.1k
$380.5k |
$380.5k |
0.00% |
Added
+4.8k |
+4,791 |
| 14 |
LVZ, Inc.
0.04% of their portfolio |
Holland, MI |
11,79911.8k
$370.8k |
$370.8k |
0.04% |
Unchanged |
|
| 15 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
11,79211.8k
$370.6k |
$370.6k |
0.00% |
Added
+1.5k |
+1,486 |
| 16 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
11,36911.4k
$357.3k |
$357.3k |
0.00% |
New |
|
| 17 |
NOVEM GROUP
0.04% of their portfolio |
Rochester, NY |
10,99511.0k
$345.6k |
$345.6k |
0.04% |
New |
|
| 18 |
Anfield Capital Management, LLC
0.08% of their portfolio |
IRVINE, CA |
8,3368.3k
$262.0k |
$262.0k |
0.08% |
Unchanged |
|
| 19 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
8,0158.0k
$251.9k |
$251.9k |
0.01% |
New |
|
| 20 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
7,6657.7k
$240.9k |
$240.9k |
0.00% |
Unchanged |
|
| 21 |
Creekmur Asset Management LLC
0.04% of their portfolio |
MORTON, IL |
7,2957.3k
$229.3k |
$229.3k |
0.04% |
Added
+2.9k |
+2,922 |
| 22 |
HBW ADVISORY SERVICES LLC
0.03% of their portfolio |
SIMI VALLEY, CA |
7,2427.2k
$227.6k |
$227.6k |
0.03% |
New |
|
| 23 |
Mutual Advisors, LLC
0.00% of their portfolio |
OMAHA, NE |
7,0927.1k
$223.6k |
$223.6k |
0.00% |
Unchanged |
|
| 24 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,0727.1k
$222.3k |
$222.3k |
0.00% |
Unchanged |
|
| 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
6,6276.6k
$208.3k |
$208.3k |
0.00% |
Reduced
-36.2k |
-36,241 |
| 26 |
Main Street Financial Solutions, LLC
0.01% of their portfolio |
NEWTOWN, PA |
6,5986.6k
$207.4k |
$207.4k |
0.01% |
Unchanged |
|
| 27 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
6,2806.3k
$197.4k |
$197.4k |
0.01% |
New |
|
| 28 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
6,0006.0k
$188.6k |
$188.6k |
0.00% |
Added
+1.0k |
+1,000 |
| 29 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,7144.7k
$148.2k |
$148.2k |
0.00% |
Reduced
-1.5k |
-1,478 |
| 30 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
3,5953.6k
$113.0k |
$113.0k |
0.00% |
New |
|
| 31 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
3,1073.1k
$98.0k |
$98.0k |
0.00% |
New |
|
| 32 |
Noble Wealth Management PBC
0.03% of their portfolio |
GREENWOOD VILLAGE, CO |
1,5001.5k
$47.1k |
$47.1k |
0.03% |
First filing |
|
| 33 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
169169
$5.3k |
$5.3k |
0.00% |
Reduced
-338 |
-338 |