| 1 |
Arax Advisory Partners
0.86% of their portfolio |
NEW YORK, NY |
789,886789.9k
$30.6m |
$30.6m |
0.86% |
New |
|
| 2 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
289,724289.7k
$11.2m |
$11.2m |
0.00% |
Reduced
-60.2k |
-60,204 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
288,789288.8k
$11.2m |
$11.2m |
0.02% |
Reduced
-262.5k |
-262,545 |
| 4 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
236,018236.0k
$9.1m |
$9.1m |
0.03% |
Added
+30.3k |
+30,264 |
| 5 |
Americana Partners, LLC
0.16% of their portfolio |
Houston, TX |
157,643157.6k
$6.1m |
$6.1m |
0.16% |
Reduced
-58.3k |
-58,318 |
| 6 |
MILESTONE ASSET MANAGEMENT, LLC
1.03% of their portfolio |
PITTSBURGH, PA |
144,309144.3k
$5.6m |
$5.6m |
1.03% |
Added
+9.7k |
+9,655 |
| 7 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
123,352123.4k
$4.8m |
$4.8m |
0.01% |
Reduced
-540 |
-540 |
| 8 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
112,148112.1k
$4.3m |
$4.3m |
0.00% |
Reduced
-699 |
-699 |
| 9 |
Horizon Investments, LLC
0.03% of their portfolio |
Charlotte, NC |
79,81679.8k
$3.1m |
$3.1m |
0.03% |
Added
+45.5k |
+45,495 |
| 10 |
MAI Capital Management
0.02% of their portfolio |
INDEPENDENCE, OH |
79,52879.5k
$3.1m |
$3.1m |
0.02% |
Reduced
-29.6k |
-29,615 |
| 11 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
78,63678.6k
$3.0m |
$3.0m |
0.00% |
Added
+1.6k |
+1,605 |
| 12 |
CITY HOLDING CO
0.32% of their portfolio |
CHARLESTON, WV |
66,60066.6k
$2.6m |
$2.6m |
0.32% |
Unchanged |
|
| 13 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
58,36658.4k
$2.3m |
$2.3m |
0.00% |
Reduced
-19.0k |
-19,022 |
| 14 |
Sage Capital Advisors,llc
0.49% of their portfolio |
SIOUX FALLS, SD |
54,57354.6k
$2.1m |
$2.1m |
0.49% |
Reduced
-548 |
-548 |
| 15 |
Tanglewood Legacy Advisors, LLC
0.76% of their portfolio |
HOUSTON, TX |
54,08754.1k
$2.1m |
$2.1m |
0.76% |
Reduced
-51 |
-51 |
| 16 |
MGO ONE SEVEN LLC
0.04% of their portfolio |
Beachwood, OH |
49,21549.2k
$1.9m |
$1.9m |
0.04% |
Reduced
-1.8k |
-1,838 |
| 17 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
48,01348.0k
$1.9m |
$1.9m |
0.00% |
Reduced
-2.3k |
-2,300 |
| 18 |
INDEPENDENT FINANCIAL GROUP, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
47,48647.5k
$1.8m |
$1.8m |
0.04% |
Unchanged |
|
| 19 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
43,86943.9k
$1.7m |
$1.7m |
0.02% |
Added
+339 |
+339 |
| 20 |
Chris Bulman Inc
0.73% of their portfolio |
ROSEVILLE, CA |
43,17543.2k
$1.7m |
$1.7m |
0.73% |
Added
+1.2k |
+1,191 |
| 21 |
WealthPlan Investment Management, LLC
0.09% of their portfolio |
OMAHA, NE |
40,86240.9k
$1.6m |
$1.6m |
0.09% |
Reduced
-4.5k |
-4,545 |
| 22 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.08% of their portfolio |
Westlake, OH |
35,17035.2k
$1.4m |
$1.4m |
0.08% |
Unchanged |
|
| 23 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
32,29632.3k
$1.3m |
$1.3m |
0.00% |
Added
+17.5k |
+17,543 |
| 24 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
30,42630.4k
$1.2m |
$1.2m |
0.00% |
Unchanged |
|
| 25 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
29,01129.0k
$1.1m |
$1.1m |
0.01% |
Added
+20.0k |
+20,030 |
| 26 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
27,74127.7k
$1.1m |
$1.1m |
0.01% |
Unchanged |
|
| 27 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
26,11626.1k
$1.0m |
$1.0m |
0.00% |
Reduced
-87 |
-87 |
| 28 |
Kovack Advisors, Inc.
0.05% of their portfolio |
FT. LAUDERDALE, FL |
23,38523.4k
$905.2k |
$905.2k |
0.05% |
Reduced
-446 |
-446 |
| 29 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
22,24322.2k
$861.0k |
$861.0k |
0.02% |
Unchanged |
|
| 30 |
CENTAURUS FINANCIAL, INC.
0.04% of their portfolio |
ANAHEIM, CA |
21,23121.2k
$822.0k |
$822.0k |
0.04% |
Reduced
-1.4k |
-1,417 |
| 31 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
21,10921.1k
$817.1k |
$817.1k |
0.02% |
Unchanged |
|
| 32 |
UPTICK PARTNERS, LLC
0.14% of their portfolio |
NACOGDOCHES, TX |
18,67518.7k
$722.9k |
$722.9k |
0.14% |
Unchanged |
|
| 33 |
LVZ, Inc.
0.08% of their portfolio |
Holland, MI |
17,96018.0k
$695.2k |
$695.2k |
0.08% |
Unchanged |
|
| 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
17,88517.9k
$692.5k |
$692.5k |
0.00% |
Unchanged |
|
| 35 |
Kestra Investment Management, LLC
0.01% of their portfolio |
AUSTIN, TX |
17,59717.6k
$681.1k |
$681.1k |
0.01% |
Added
+4.5k |
+4,534 |
| 36 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.21% of their portfolio |
WATERLOO, IA |
17,54317.5k
$679.0k |
$679.0k |
0.21% |
Unchanged |
|
| 37 |
Wood Tarver Financial Group, LLC
0.18% of their portfolio |
BOISE, ID |
16,89716.9k
$654.0k |
$654.0k |
0.18% |
Added
+910 |
+910 |
| 38 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
16,81916.8k
$651.0k |
$651.0k |
0.01% |
Added
+4.5k |
+4,510 |
| 39 |
WealthPLAN Partners, LLC
0.12% of their portfolio |
OMAHA, NE |
16,30716.3k
$631.2k |
$631.2k |
0.12% |
Reduced
-8.2k |
-8,243 |
| 40 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
16,23016.2k
$628.2k |
$628.2k |
0.00% |
Reduced
-2.6k |
-2,630 |
| 41 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
14,87414.9k
$575.0k |
$575.0k |
0.00% |
Added
+9.5k |
+9,455 |
| 42 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
13,43913.4k
$520.2k |
$520.2k |
0.01% |
Reduced
-412 |
-412 |
| 43 |
Anfield Capital Management, LLC
0.14% of their portfolio |
IRVINE, CA |
12,79012.8k
$495.1k |
$495.1k |
0.14% |
Reduced
-2 |
-2 |
| 44 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
12,69512.7k
$491.4k |
$491.4k |
0.01% |
Unchanged |
|
| 45 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
12,59012.6k
$487.3k |
$487.3k |
0.00% |
New |
|
| 46 |
Bouchey Financial Group, Ltd.
0.04% of their portfolio |
TROY, NY |
12,06912.1k
$478.9k |
$478.9k |
0.04% |
Reduced
-36 |
-36 |
| 47 |
Sunbelt Securities, Inc.
0.03% of their portfolio |
HOUSTON, TX |
11,76311.8k
$455.3k |
$455.3k |
0.03% |
Reduced
-4.0k |
-4,000 |
| 48 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
10,54110.5k
$133.6k |
$133.6k |
0.00% |
Added
+5.1k |
+5,103 |
| 49 |
Keystone Wealth Services, LLC
0.09% of their portfolio |
PALM DESERT, CA |
10,40110.4k
$402.6k |
$402.6k |
0.09% |
New |
|
| 50 |
HBW ADVISORY SERVICES LLC
0.04% of their portfolio |
SIMI VALLEY, CA |
9,7539.8k
$377.5k |
$377.5k |
0.04% |
Reduced
-511 |
-511 |
| 51 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
9,5659.6k
$370.2k |
$370.2k |
0.00% |
Unchanged |
|
| 52 |
Grantvest Financial Group LLC
0.23% of their portfolio |
MATAWAN, NJ |
9,3739.4k
$362.8k |
$362.8k |
0.23% |
Reduced
-429 |
-429 |
| 53 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,3499.3k
$361.9k |
$361.9k |
0.01% |
Added
+150 |
+150 |
| 54 |
Mayfair Advisory Group, LLC
0.12% of their portfolio |
BIRMINGHAM, AL |
9,1239.1k
$353.1k |
$353.1k |
0.12% |
Unchanged |
|
| 55 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
9,0229.0k
$343.6k |
$343.6k |
0.00% |
Reduced
-4.3k |
-4,253 |
| 56 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
8,6298.6k
$334.0k |
$334.0k |
0.01% |
Unchanged |
|
| 57 |
Archer Investment Corp
0.07% of their portfolio |
Carmel, IN |
8,0148.0k
$310.2k |
$310.2k |
0.07% |
Reduced
-52 |
-52 |
| 58 |
CROSSPOINT FINANCIAL, LLC
0.78% of their portfolio |
TUSTIN, CA |
8,0008.0k
$309.7k |
$309.7k |
0.78% |
Unchanged |
|
| 59 |
IMG Wealth Management, Inc.
0.18% of their portfolio |
JACKSONVILLE, FL |
7,4687.5k
$289.1k |
$289.1k |
0.18% |
Reduced
-2.5k |
-2,500 |
| 60 |
Diligent Investors, LLC
0.07% of their portfolio |
REDLANDS, CA |
7,4657.5k
$289.0k |
$289.0k |
0.07% |
Reduced
-180 |
-180 |
| 61 |
Madrona Financial Services, LLC
0.06% of their portfolio |
EVERETT, WA |
7,3087.3k
$282.9k |
$282.9k |
0.06% |
Unchanged |
|
| 62 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
7,1067.1k
$276.4k |
$276.4k |
0.01% |
Unchanged |
|
| 63 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
6,9977.0k
$270.8k |
$270.8k |
0.00% |
Reduced
-300 |
-300 |
| 64 |
Integrity Financial Corp /WA
0.13% of their portfolio |
JACKSON, WY |
6,8746.9k
$266.1k |
$266.1k |
0.13% |
Reduced
-1.7k |
-1,674 |
| 65 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.04% of their portfolio |
BLUE BELL, PA |
6,6676.7k
$258.1k |
$258.1k |
0.04% |
Reduced
-200 |
-200 |
| 66 |
Stratos Wealth Advisors, LLC
0.02% of their portfolio |
BEACHWOOD, OH |
6,4266.4k
$248.7k |
$248.7k |
0.02% |
Reduced
-6.1k |
-6,118 |
| 67 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
6,3746.4k
$246.7k |
$246.7k |
0.01% |
Reduced
-112 |
-112 |
| 68 |
Keating Financial Advisory Services, Inc.
0.04% of their portfolio |
MANHATTAN, KS |
6,3216.3k
$244.7k |
$244.7k |
0.04% |
Added
+104 |
+104 |
| 69 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
6,0006.0k
$232.2k |
$232.2k |
0.00% |
Unchanged |
|
| 70 |
Darwin Wealth Management, LLC
0.07% of their portfolio |
TAMPA, FL |
5,8435.8k
$226.2k |
$226.2k |
0.07% |
Reduced
-6.2k |
-6,240 |
| 71 |
SILVER OAK SECURITIES, INCORPORATED
0.02% of their portfolio |
JACKSON, TN |
5,7975.8k
$224.4k |
$224.4k |
0.02% |
Unchanged |
|
| 72 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
5,6865.7k
$220.1k |
$220.1k |
0.02% |
Reduced
-14 |
-14 |
| 73 |
RFG Advisory, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
5,5095.5k
$213.2k |
$213.2k |
0.00% |
Reduced
-316 |
-316 |
| 74 |
WEALTHGARDEN F.S. LLC
0.14% of their portfolio |
EL SEGUNDO, CA |
5,4565.5k
$211.2k |
$211.2k |
0.14% |
Unchanged |
|
| 75 |
Financial Network Wealth Advisors LLC
0.21% of their portfolio |
MURRAY, UT |
5,3695.4k
$207.8k |
$207.8k |
0.21% |
Unchanged |
|
| 76 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
5,3315.3k
$206.3k |
$206.3k |
0.00% |
New |
|
| 77 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
5,2105.2k
$201.7k |
$201.7k |
0.00% |
Reduced
-185 |
-185 |
| 78 |
DHJJ Financial Advisors, Ltd.
0.07% of their portfolio |
NAPERVILLE, IL |
5,0885.1k
$196.9k |
$196.9k |
0.07% |
Unchanged |
|
| 79 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
5,0285.0k
$194.6k |
$194.6k |
0.00% |
Added
+7 |
+7 |
| 80 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
4,6694.7k
$180.7k |
$180.7k |
0.00% |
Reduced
-855 |
-855 |
| 81 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
4,5064.5k
$175.2k |
$175.2k |
0.00% |
Added
+906 |
+906 |
| 82 |
Triumph Capital Management
0.03% of their portfolio |
DENVER, CO |
4,3954.4k
$170.1k |
$170.1k |
0.03% |
Added
+132 |
+132 |
| 83 |
REAP Financial Group, LLC
0.03% of their portfolio |
AUSTIN, TX |
4,2974.3k
$166.3k |
$166.3k |
0.03% |
Unchanged |
|
| 84 |
REICON WEALTH ADVISORS, LLC
0.12% of their portfolio |
ATLANTA, GA |
4,0114.0k
$155.3k |
$155.3k |
0.12% |
Unchanged |
|
| 85 |
Benson Wealth Management INC
0.20% of their portfolio |
OOLTEWAH, TN, TN |
3,7733.8k
$146.0k |
$146.0k |
0.20% |
Unchanged |
|
| 86 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,9302.9k
$113.4k |
$113.4k |
0.00% |
Unchanged |
|
| 87 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
2,8662.9k
$111.0k |
$111.0k |
0.00% |
Unchanged |
|
| 88 |
Clearstead Advisors, LLC
0.00% of their portfolio |
CLEVELAND, OH |
2,6452.6k
$102.4k |
$102.4k |
0.00% |
Unchanged |
|
| 89 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
2,6062.6k
$100.9k |
$100.9k |
0.00% |
New |
|
| 90 |
SOA Wealth Advisors, LLC.
0.02% of their portfolio |
NEW YORK, NY |
2,0582.1k
$79.7k |
$79.7k |
0.02% |
Unchanged |
|
| 91 |
LANARK FINANCIAL, INC.
0.01% of their portfolio |
BIRMINGHAM, AL |
1,7821.8k
$69.0k |
$69.0k |
0.01% |
Unchanged |
|
| 92 |
TopTier Wealth Management, LLC
0.03% of their portfolio |
MUSKEGO, WI |
1,4661.5k
$56.7k |
$56.7k |
0.03% |
New |
|
| 93 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,3931.4k
$53.9k |
$53.9k |
0.00% |
New |
|
| 94 |
HAZLETT, BURT & WATSON, INC.
0.02% of their portfolio |
WHEELING, WV |
1,3751.4k
$53.0k |
$53.0k |
0.02% |
Unchanged |
|
| 95 |
PRIVATE TRUST CO NA
0.00% of their portfolio |
CLEVELAND, OH |
1,1691.2k
$46.1k |
$46.1k |
0.00% |
Unchanged |
|
| 96 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
1,1351.1k
$43.9k |
$43.9k |
0.00% |
Unchanged |
|
| 97 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
950950
$36.8k |
$36.8k |
0.00% |
Added
+358 |
+358 |
| 98 |
Topsail Wealth Management, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
700700
$27.1k |
$27.1k |
0.00% |
Unchanged |
|
| 99 |
NATIONAL BANK OF CANADA /FI/
0.00% of their portfolio |
MONTREAL, A8 |
506506
$19.6k |
$19.6k |
0.00% |
Unchanged |
|
| 100 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
500500
$19.4k |
$19.4k |
0.00% |
Added
+25 |
+25 |