| 1 |
Arax Advisory Partners
0.42% of their portfolio |
NEW YORK, NY |
1,526,9541.5m
$63.2m |
$63.2m |
0.42% |
Added
+737.1k |
+737,068 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
279,530279.5k
$11.6m |
$11.6m |
0.01% |
Reduced
-9.3k |
-9,259 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
253,335253.3k
$10.5m |
$10.5m |
0.00% |
Reduced
-36.4k |
-36,389 |
| 4 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
181,305181.3k
$7.5m |
$7.5m |
0.02% |
Reduced
-54.7k |
-54,713 |
| 5 |
MILESTONE ASSET MANAGEMENT, LLC
0.97% of their portfolio |
PITTSBURGH, PA |
149,372149.4k
$6.2m |
$6.2m |
0.97% |
Added
+5.1k |
+5,063 |
| 6 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
119,908119.9k
$5.0m |
$5.0m |
0.01% |
Reduced
-3.4k |
-3,444 |
| 7 |
Americana Partners, LLC
0.09% of their portfolio |
Houston, TX |
93,76093.8k
$3.9m |
$3.9m |
0.09% |
Reduced
-63.9k |
-63,883 |
| 8 |
Schulz Wealth, LTD.
1.63% of their portfolio |
MANSFIELD, TX |
76,10176.1k
$3.2m |
$3.2m |
1.63% |
First filing |
|
| 9 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
75,16875.2k
$3.1m |
$3.1m |
0.00% |
Reduced
-3.5k |
-3,468 |
| 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
67,60867.6k
$2.8m |
$2.8m |
0.00% |
Added
+35.3k |
+35,312 |
| 11 |
CITY HOLDING CO
0.26% of their portfolio |
CHARLESTON, WV |
55,60055.6k
$2.3m |
$2.3m |
0.26% |
Reduced
-11.0k |
-11,000 |
| 12 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
54,97255.0k
$2.3m |
$2.3m |
0.00% |
Reduced
-57.2k |
-57,176 |
| 13 |
Sage Capital Advisors,llc
0.47% of their portfolio |
SIOUX FALLS, SD |
54,53354.5k
$2.3m |
$2.3m |
0.47% |
Reduced
-40 |
-40 |
| 14 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
51,55651.6k
$2.1m |
$2.1m |
0.00% |
Reduced
-6.8k |
-6,810 |
| 15 |
Tanglewood Legacy Advisors, LLC
0.65% of their portfolio |
HOUSTON, TX |
48,76648.8k
$2.0m |
$2.0m |
0.65% |
Reduced
-5.3k |
-5,321 |
| 16 |
INDEPENDENT FINANCIAL GROUP, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
47,07247.1k
$1.9m |
$1.9m |
0.04% |
Reduced
-414 |
-414 |
| 17 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
44,76044.8k
$1.9m |
$1.9m |
0.09% |
New |
|
| 18 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
44,43544.4k
$1.8m |
$1.8m |
0.00% |
Reduced
-3.6k |
-3,578 |
| 19 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
43,95844.0k
$1.8m |
$1.8m |
0.02% |
Added
+89 |
+89 |
| 20 |
Chris Bulman Inc
0.65% of their portfolio |
ROSEVILLE, CA |
43,28643.3k
$1.8m |
$1.8m |
0.65% |
Added
+111 |
+111 |
| 21 |
Horizon Investments, LLC
0.02% of their portfolio |
Charlotte, NC |
42,31342.3k
$1.8m |
$1.8m |
0.02% |
Reduced
-37.5k |
-37,503 |
| 22 |
WealthPlan Investment Management, LLC
0.08% of their portfolio |
OMAHA, NE |
38,01538.0k
$1.6m |
$1.6m |
0.08% |
Reduced
-2.8k |
-2,847 |
| 23 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.07% of their portfolio |
Westlake, OH |
35,17035.2k
$1.5m |
$1.5m |
0.07% |
Unchanged |
|
| 24 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
30,93230.9k
$1.3m |
$1.3m |
0.03% |
New |
|
| 25 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
29,81829.8k
$1.2m |
$1.2m |
0.00% |
Reduced
-608 |
-608 |
| 26 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
29,11029.1k
$1.2m |
$1.2m |
0.00% |
Reduced
-50.4k |
-50,418 |
| 27 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
28,78528.8k
$1.2m |
$1.2m |
0.01% |
Reduced
-226 |
-226 |
| 28 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
26,02426.0k
$1.1m |
$1.1m |
0.00% |
New |
|
| 29 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
22,24322.2k
$921.3k |
$921.3k |
0.02% |
Unchanged |
|
| 30 |
Kovack Advisors, Inc.
0.04% of their portfolio |
FT. LAUDERDALE, FL |
22,20222.2k
$919.6k |
$919.6k |
0.04% |
Reduced
-1.2k |
-1,183 |
| 31 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
21,31021.3k
$882.7k |
$882.7k |
0.00% |
New |
|
| 32 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
20,98821.0k
$866.2k |
$866.2k |
0.00% |
Added
+12.0k |
+11,966 |
| 33 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
20,67120.7k
$856.0k |
$856.0k |
0.03% |
Reduced
-560 |
-560 |
| 34 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
20,57020.6k
$852.0k |
$852.0k |
0.00% |
Reduced
-7.2k |
-7,171 |
| 35 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
20,50920.5k
$849.5k |
$849.5k |
0.02% |
Reduced
-600 |
-600 |
| 36 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
19,44519.4k
$805.4k |
$805.4k |
0.00% |
Reduced
-6.7k |
-6,671 |
| 37 |
LVZ, Inc.
0.08% of their portfolio |
Holland, MI |
17,96018.0k
$743.9k |
$743.9k |
0.08% |
Unchanged |
|
| 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
17,88517.9k
$741.2k |
$741.2k |
0.00% |
Unchanged |
|
| 39 |
UPTICK PARTNERS, LLC
0.11% of their portfolio |
NACOGDOCHES, TX |
17,70717.7k
$733.4k |
$733.4k |
0.11% |
Reduced
-968 |
-968 |
| 40 |
Kestra Investment Management, LLC
0.01% of their portfolio |
AUSTIN, TX |
17,59717.6k
$728.9k |
$728.9k |
0.01% |
Unchanged |
|
| 41 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.20% of their portfolio |
WATERLOO, IA |
17,51717.5k
$725.6k |
$725.6k |
0.20% |
Reduced
-26 |
-26 |
| 42 |
Wood Tarver Financial Group, LLC
0.16% of their portfolio |
BOISE, ID |
16,76416.8k
$694.0k |
$694.0k |
0.16% |
Reduced
-133 |
-133 |
| 43 |
WealthPLAN Partners, LLC
0.11% of their portfolio |
OMAHA, NE |
14,13414.1k
$585.4k |
$585.4k |
0.11% |
Reduced
-2.2k |
-2,173 |
| 44 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
13,75513.8k
$569.7k |
$569.7k |
0.01% |
Reduced
-3.1k |
-3,064 |
| 45 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
13,41713.4k
$555.7k |
$555.7k |
0.01% |
Reduced
-22 |
-22 |
| 46 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
12,69512.7k
$525.8k |
$525.8k |
0.01% |
Unchanged |
|
| 47 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
12,30612.3k
$509.7k |
$509.7k |
0.00% |
Reduced
-284 |
-284 |
| 48 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
11,68911.7k
$484.2k |
$484.2k |
0.01% |
Added
+3.1k |
+3,060 |
| 49 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
11,57711.6k
$198.6k |
$198.6k |
0.00% |
Added
+1.0k |
+1,036 |
| 50 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
10,84010.8k
$448.0k |
$448.0k |
0.00% |
Reduced
-4.0k |
-4,034 |
| 51 |
Keystone Wealth Services, LLC
0.08% of their portfolio |
PALM DESERT, CA |
10,40110.4k
$430.8k |
$430.8k |
0.08% |
Unchanged |
|
| 52 |
HBW ADVISORY SERVICES LLC
0.04% of their portfolio |
SIMI VALLEY, CA |
9,7539.8k
$404.0k |
$404.0k |
0.04% |
Unchanged |
|
| 53 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
9,5659.6k
$396.2k |
$396.2k |
0.00% |
Unchanged |
|
| 54 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,4669.5k
$392.1k |
$392.1k |
0.01% |
Added
+117 |
+117 |
| 55 |
Grantvest Financial Group LLC
0.22% of their portfolio |
MATAWAN, NJ |
9,3739.4k
$388.2k |
$388.2k |
0.22% |
Unchanged |
|
| 56 |
Mayfair Advisory Group, LLC
0.11% of their portfolio |
BIRMINGHAM, AL |
9,1239.1k
$379.1k |
$379.1k |
0.11% |
Unchanged |
|
| 57 |
Diligent Investors, LLC
0.07% of their portfolio |
REDLANDS, CA |
7,4657.5k
$309.2k |
$309.2k |
0.07% |
Unchanged |
|
| 58 |
Madrona Financial Services, LLC
0.06% of their portfolio |
EVERETT, WA |
7,3087.3k
$302.7k |
$302.7k |
0.06% |
Unchanged |
|
| 59 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
6,9977.0k
$289.8k |
$289.8k |
0.00% |
Unchanged |
|
| 60 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
6,8146.8k
$283.3k |
$283.3k |
0.01% |
Reduced
-292 |
-292 |
| 61 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.03% of their portfolio |
BLUE BELL, PA |
6,6676.7k
$276.1k |
$276.1k |
0.03% |
Unchanged |
|
| 62 |
MGO ONE SEVEN LLC
0.00% of their portfolio |
Beachwood, OH |
6,6006.6k
$273.4k |
$273.4k |
0.00% |
Reduced
-42.6k |
-42,615 |
| 63 |
Stratos Wealth Advisors, LLC
0.01% of their portfolio |
BEACHWOOD, OH |
6,4266.4k
$266.2k |
$266.2k |
0.01% |
Unchanged |
|
| 64 |
Prosperity Consulting Group, LLC
0.01% of their portfolio |
OWINGS MILLS, MD |
6,3546.4k
$263.2k |
$263.2k |
0.01% |
Reduced
-20 |
-20 |
| 65 |
Keating Financial Advisory Services, Inc.
0.03% of their portfolio |
MANHATTAN, KS |
6,2836.3k
$260.2k |
$260.2k |
0.03% |
Reduced
-38 |
-38 |
| 66 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
6,0006.0k
$248.5k |
$248.5k |
0.00% |
Unchanged |
|
| 67 |
Darwin Wealth Management, LLC
0.07% of their portfolio |
TAMPA, FL |
5,8435.8k
$242.0k |
$242.0k |
0.07% |
Unchanged |
|
| 68 |
AXXCESS WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
CARLSBAD, CA |
5,8435.8k
$242.0k |
$242.0k |
0.00% |
New |
|
| 69 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
5,6865.7k
$235.5k |
$235.5k |
0.02% |
Unchanged |
|
| 70 |
RFG Advisory, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
5,5095.5k
$228.2k |
$228.2k |
0.00% |
Unchanged |
|
| 71 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
5,4325.4k
$225.0k |
$225.0k |
0.00% |
Added
+101 |
+101 |
| 72 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
5,4275.4k
$224.8k |
$224.8k |
0.00% |
New |
|
| 73 |
SILVER OAK SECURITIES, INCORPORATED
0.01% of their portfolio |
JACKSON, TN |
5,4015.4k
$223.7k |
$223.7k |
0.01% |
Reduced
-396 |
-396 |
| 74 |
Financial Network Wealth Advisors LLC
0.22% of their portfolio |
MURRAY, UT |
5,2495.2k
$217.4k |
$217.4k |
0.22% |
Reduced
-120 |
-120 |
| 75 |
IMG Wealth Management, Inc.
0.12% of their portfolio |
JACKSONVILLE, FL |
5,2465.2k
$217.3k |
$217.3k |
0.12% |
Reduced
-2.2k |
-2,222 |
| 76 |
Cornerstone Wealth, LLC/TN
0.11% of their portfolio |
GREENEVILLE, TN |
5,1195.1k
$213.2k |
$213.2k |
0.11% |
New |
|
| 77 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
5,0285.0k
$208.3k |
$208.3k |
0.00% |
Unchanged |
|
| 78 |
DHJJ Financial Advisors, Ltd.
0.06% of their portfolio |
NAPERVILLE, IL |
5,0225.0k
$208.0k |
$208.0k |
0.06% |
Reduced
-66 |
-66 |
| 79 |
CROSSPOINT FINANCIAL, LLC
0.47% of their portfolio |
TUSTIN, CA |
5,0005.0k
$207.1k |
$207.1k |
0.47% |
Reduced
-3.0k |
-3,000 |
| 80 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
4,9294.9k
$204.2k |
$204.2k |
0.01% |
New |
|
| 81 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
4,6464.6k
$192.4k |
$192.4k |
0.00% |
Added
+140 |
+140 |
| 82 |
Triumph Capital Management
0.03% of their portfolio |
DENVER, CO |
4,3994.4k
$182.2k |
$182.2k |
0.03% |
Added
+4 |
+4 |
| 83 |
REAP Financial Group, LLC
0.03% of their portfolio |
AUSTIN, TX |
4,2614.3k
$176.5k |
$176.5k |
0.03% |
Reduced
-36 |
-36 |
| 84 |
Benson Wealth Management INC
0.16% of their portfolio |
OOLTEWAH, TN, TN |
3,7733.8k
$156.3k |
$156.3k |
0.16% |
Unchanged |
|
| 85 |
Integrity Financial Corp /WA
0.06% of their portfolio |
JACKSON, WY |
3,1073.1k
$128.7k |
$128.7k |
0.06% |
Reduced
-3.8k |
-3,767 |
| 86 |
Archer Investment Corp
0.01% of their portfolio |
Carmel, IN |
2,9543.0k
$122.4k |
$122.4k |
0.01% |
Reduced
-5.1k |
-5,060 |
| 87 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,9302.9k
$121.4k |
$121.4k |
0.00% |
Unchanged |
|
| 88 |
REICON WEALTH ADVISORS, LLC
0.08% of their portfolio |
ATLANTA, GA |
2,9112.9k
$120.6k |
$120.6k |
0.08% |
Reduced
-1.1k |
-1,100 |
| 89 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
2,8662.9k
$119.0k |
$119.0k |
0.00% |
Unchanged |
|
| 90 |
Clearstead Advisors, LLC
0.00% of their portfolio |
CLEVELAND, OH |
2,6452.6k
$109.6k |
$109.6k |
0.00% |
Unchanged |
|
| 91 |
SOA Wealth Advisors, LLC.
0.01% of their portfolio |
NEW YORK, NY |
2,0582.1k
$85.2k |
$85.2k |
0.01% |
Unchanged |
|
| 92 |
FIDUCIARY FINANCIAL ADVISORS
0.01% of their portfolio |
GRAND RAPIDS, MI |
2,0102.0k
$83.3k |
$83.3k |
0.01% |
New |
|
| 93 |
LANARK FINANCIAL, INC.
0.01% of their portfolio |
BIRMINGHAM, AL |
1,7821.8k
$73.8k |
$73.8k |
0.01% |
Unchanged |
|
| 94 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
1,5001.5k
$62.1k |
$62.1k |
0.00% |
New |
|
| 95 |
HAZLETT, BURT & WATSON, INC.
0.02% of their portfolio |
WHEELING, WV |
1,3751.4k
$57.0k |
$57.0k |
0.02% |
Unchanged |
|
| 96 |
PRIVATE TRUST CO NA
0.00% of their portfolio |
CLEVELAND, OH |
1,1691.2k
$48.4k |
$48.4k |
0.00% |
Unchanged |
|
| 97 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
1,1351.1k
$47.0k |
$47.0k |
0.00% |
Unchanged |
|
| 98 |
Topsail Wealth Management, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
700700
$29.0k |
$29.0k |
0.00% |
Unchanged |
|
| 99 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
592592
$24.5k |
$24.5k |
0.00% |
Reduced
-358 |
-358 |
| 100 |
NATIONAL BANK OF CANADA /FI/
0.00% of their portfolio |
MONTREAL, A8 |
506506
$21.0k |
$21.0k |
0.00% |
Unchanged |
|