| 1 |
HOLLENCREST CAPITAL MANAGEMENT
1.46% of their portfolio |
NEWPORT BEACH, CA |
1,112,2151.1m
$42.1m |
$42.1m |
1.46% |
Added
+14.4k |
+14,400 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
522,435522.4k
$19.8m |
$19.8m |
0.01% |
Added
+288.3k |
+288,293 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
475,406475.4k
$18.0m |
$18.0m |
0.01% |
Added
+268.5k |
+268,508 |
| 4 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
406,591406.6k
$15.4m |
$15.4m |
0.02% |
Added
+236.9k |
+236,872 |
| 5 |
Ausdal Financial Partners, Inc.
0.68% of their portfolio |
Davenport, IA |
388,856388.9k
$14.7m |
$14.7m |
0.68% |
New |
|
| 6 |
Archer Investment Corp
2.89% of their portfolio |
Carmel, IN |
338,951339.0k
$12.8m |
$12.8m |
2.89% |
Added
+334.6k |
+334,623 |
| 7 |
First International Bank of Israel Ltd.
4.46% of their portfolio |
TEL AVIV, L3 |
247,000247.0k
$9.3m |
$9.3m |
4.46% |
New |
|
| 8 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
171,427171.4k
$6.5m |
$6.5m |
0.01% |
Reduced
-266.0k |
-265,957 |
| 9 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
169,155169.2k
$6.4m |
$6.4m |
0.01% |
Reduced
-53.5k |
-53,478 |
| 10 |
Atria Investments, Inc
0.07% of their portfolio |
Charlotte, NC |
164,866164.9k
$6.2m |
$6.2m |
0.07% |
New |
|
| 11 |
HARBOUR INVESTMENTS, INC.
0.12% of their portfolio |
MADISON, WI |
155,572155.6k
$5.9m |
$5.9m |
0.12% |
Added
+10.6k |
+10,609 |
| 12 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
133,946133.9k
$5.1m |
$5.1m |
0.00% |
Added
+44.7k |
+44,669 |
| 13 |
Americana Partners, LLC
0.13% of their portfolio |
Houston, TX |
126,519126.5k
$4.8m |
$4.8m |
0.13% |
New |
|
| 14 |
BAM Wealth Management, LLC
3.07% of their portfolio |
LAKEWOOD, CO |
112,195112.2k
$4.2m |
$4.2m |
3.07% |
New |
|
| 15 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
94,27794.3k
$3.6m |
$3.6m |
0.01% |
Added
+23.9k |
+23,950 |
| 16 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
73,08273.1k
$2.8m |
$2.8m |
0.01% |
Reduced
-95.4k |
-95,390 |
| 17 |
BECK CAPITAL MANAGEMENT, LLC
0.65% of their portfolio |
AUSTIN, TX |
71,71171.7k
$2.7m |
$2.7m |
0.65% |
Reduced
-4.8k |
-4,813 |
| 18 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
70,04770.0k
$2.6m |
$2.6m |
0.00% |
New |
|
| 19 |
CreativeOne Wealth, LLC
0.06% of their portfolio |
OVERLAND PARK, KS |
64,65064.7k
$2.4m |
$2.4m |
0.06% |
New |
|
| 20 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
46,62246.6k
$1.8m |
$1.8m |
0.00% |
Added
+41.0k |
+40,998 |
| 21 |
NorthCrest Asset Manangement, LLC
0.04% of their portfolio |
PLYMOUTH, MN |
43,12743.1k
$1.6m |
$1.6m |
0.04% |
New |
|
| 22 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
40,71440.7k
$1.5m |
$1.5m |
0.09% |
Added
+3.8k |
+3,750 |
| 23 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
39,48739.5k
$1.5m |
$1.5m |
0.00% |
New |
|
| 24 |
Clearstead Advisors, LLC
0.02% of their portfolio |
CLEVELAND, OH |
39,28339.3k
$1.5m |
$1.5m |
0.02% |
Unchanged |
|
| 25 |
Tanglewood Legacy Advisors, LLC
0.53% of their portfolio |
HOUSTON, TX |
37,60637.6k
$1.4m |
$1.4m |
0.53% |
Added
+8.5k |
+8,544 |
| 26 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
35,82235.8k
$1.4m |
$1.4m |
0.01% |
Added
+10.2k |
+10,233 |
| 27 |
MGO ONE SEVEN LLC
0.03% of their portfolio |
Beachwood, OH |
35,22435.2k
$1.3m |
$1.3m |
0.03% |
New |
|
| 28 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
31,91731.9k
$1.2m |
$1.2m |
0.00% |
Added
+3.9k |
+3,942 |
| 29 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
30,50130.5k
$1.2m |
$1.2m |
0.00% |
Reduced
-8.4k |
-8,382 |
| 30 |
OLD MISSION CAPITAL LLC
0.04% of their portfolio |
CHICAGO, IL |
29,23629.2k
$1.1m |
$1.1m |
0.04% |
Reduced
-9.6k |
-9,551 |
| 31 |
Avidian Wealth Enterprises, LLC
0.04% of their portfolio |
Houston, TX |
26,05126.1k
$985.2k |
$985.2k |
0.04% |
Unchanged |
|
| 32 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
25,49225.5k
$964.1k |
$964.1k |
0.01% |
Added
+440 |
+440 |
| 33 |
Triumph Capital Management
0.20% of their portfolio |
DENVER, CO |
25,00025.0k
$945.5k |
$945.5k |
0.20% |
New |
|
| 34 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
24,90824.9k
$942.0k |
$942.0k |
0.03% |
New |
|
| 35 |
Signal Advisors Wealth, LLC
0.07% of their portfolio |
DETROIT, MI |
24,26224.3k
$917.6k |
$917.6k |
0.07% |
Added
+1.5k |
+1,532 |
| 36 |
Sunbelt Securities, Inc.
0.06% of their portfolio |
HOUSTON, TX |
24,03824.0k
$909.1k |
$909.1k |
0.06% |
Added
+660 |
+660 |
| 37 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
22,84022.8k
$863.8k |
$863.8k |
0.01% |
Added
+14.1k |
+14,065 |
| 38 |
VestGen Investment Management
0.47% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
22,21322.2k
$840.1k |
$840.1k |
0.47% |
New |
|
| 39 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
21,81221.8k
$824.9k |
$824.9k |
0.02% |
Reduced
-500 |
-500 |
| 40 |
Wood Tarver Financial Group, LLC
0.22% of their portfolio |
BOISE, ID |
20,42620.4k
$772.0k |
$772.0k |
0.22% |
Added
+1.8k |
+1,760 |
| 41 |
UPTICK PARTNERS, LLC
0.16% of their portfolio |
NACOGDOCHES, TX |
19,48619.5k
$737.0k |
$737.0k |
0.16% |
Added
+821 |
+821 |
| 42 |
REAP Financial Group, LLC
0.14% of their portfolio |
AUSTIN, TX |
18,42418.4k
$696.8k |
$696.8k |
0.14% |
Added
+261 |
+261 |
| 43 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.22% of their portfolio |
WATERLOO, IA |
18,30618.3k
$692.3k |
$692.3k |
0.22% |
Added
+9.8k |
+9,842 |
| 44 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
17,60017.6k
$665.6k |
$665.6k |
0.00% |
Unchanged |
|
| 45 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
17,55517.6k
$663.9k |
$663.9k |
0.01% |
Added
+1.9k |
+1,945 |
| 46 |
BFI Wealth Solutions, LLC
0.62% of their portfolio |
DALLAS, TX |
17,09417.1k
$646.5k |
$646.5k |
0.62% |
First filing |
|
| 47 |
Sequent Planning LLC
0.15% of their portfolio |
OMAHA, NE |
15,80715.8k
$597.8k |
$597.8k |
0.15% |
Reduced
-746 |
-746 |
| 48 |
Catalina Capital Group, LLC
0.37% of their portfolio |
Torrance, CA |
15,74115.7k
$595.3k |
$595.3k |
0.37% |
Reduced
-310 |
-310 |
| 49 |
Madrona Financial Services, LLC
0.12% of their portfolio |
EVERETT, WA |
14,51514.5k
$549.0k |
$549.0k |
0.12% |
Unchanged |
|
| 50 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
14,26414.3k
$539.5k |
$539.5k |
0.00% |
Added
+7.7k |
+7,732 |
| 51 |
WORLD EQUITY GROUP, INC.
0.14% of their portfolio |
SCHAUMBURG, IL |
13,58513.6k
$513.8k |
$513.8k |
0.14% |
New |
|
| 52 |
HBW ADVISORY SERVICES LLC
0.05% of their portfolio |
SIMI VALLEY, CA |
12,77112.8k
$483.0k |
$483.0k |
0.05% |
Reduced
-3.2k |
-3,210 |
| 53 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
12,61512.6k
$477.1k |
$477.1k |
0.00% |
New |
|
| 54 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
12,18012.2k
$461.0k |
$461.0k |
0.00% |
Added
+11.4k |
+11,427 |
| 55 |
Bouchey Financial Group, Ltd.
0.03% of their portfolio |
TROY, NY |
11,55811.6k
$437.1k |
$437.1k |
0.03% |
New |
|
| 56 |
LVZ, Inc.
0.04% of their portfolio |
Holland, MI |
10,28510.3k
$389.0k |
$389.0k |
0.04% |
New |
|
| 57 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
9,7869.8k
$370.1k |
$370.1k |
0.00% |
Reduced
-4 |
-4 |
| 58 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,7609.8k
$369.1k |
$369.1k |
0.01% |
Added
+435 |
+435 |
| 59 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
9,4859.5k
$358.7k |
$358.7k |
0.00% |
Reduced
-2.8k |
-2,767 |
| 60 |
DHJJ Financial Advisors, Ltd.
0.12% of their portfolio |
NAPERVILLE, IL |
9,2819.3k
$351.0k |
$351.0k |
0.12% |
Added
+90 |
+90 |
| 61 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
8,5468.5k
$323.2k |
$323.2k |
0.01% |
New |
|
| 62 |
Grantvest Financial Group LLC
0.20% of their portfolio |
MATAWAN, NJ |
8,3778.4k
$316.8k |
$316.8k |
0.20% |
Reduced
-2.3k |
-2,254 |
| 63 |
IFG Advisory, LLC
0.01% of their portfolio |
ATLANTA, GA |
8,3578.4k
$316.1k |
$316.1k |
0.01% |
New |
|
| 64 |
Pinnacle Wealth Planning Services, Inc.
0.03% of their portfolio |
MANSFIELD, OH |
7,9327.9k
$300.0k |
$300.0k |
0.03% |
Unchanged |
|
| 65 |
Lifeworks Advisors, LLC
0.04% of their portfolio |
GRAND RAPIDS, MI |
7,8347.8k
$296.3k |
$296.3k |
0.04% |
Unchanged |
|
| 66 |
REICON WEALTH ADVISORS, LLC
0.21% of their portfolio |
ATLANTA, GA |
7,6077.6k
$287.7k |
$287.7k |
0.21% |
First filing |
|
| 67 |
Diligent Investors, LLC
0.07% of their portfolio |
REDLANDS, CA |
7,5007.5k
$283.6k |
$283.6k |
0.07% |
Unchanged |
|
| 68 |
Chris Bulman Inc
0.12% of their portfolio |
ROSEVILLE, CA |
7,4327.4k
$281.1k |
$281.1k |
0.12% |
New |
|
| 69 |
Kingsview Wealth Management, LLC
0.00% of their portfolio |
GRANTS PASS, OR |
7,4267.4k
$280.9k |
$280.9k |
0.00% |
Reduced
-3.9k |
-3,905 |
| 70 |
AssuredPartners Investment Advisors, LLC
0.04% of their portfolio |
Tampa, FL |
7,4007.4k
$279.9k |
$279.9k |
0.04% |
Unchanged |
|
| 71 |
MONEY CONCEPTS CAPITAL CORP
0.02% of their portfolio |
PALM BEACH GARDENS, FL |
7,1927.2k
$272.0k |
$272.0k |
0.02% |
Unchanged |
|
| 72 |
COLUMBIA ADVISORY PARTNERS LLC
0.17% of their portfolio |
SPOKANE, WA |
6,6756.7k
$252.4k |
$252.4k |
0.17% |
Reduced
-925 |
-925 |
| 73 |
Alpha Financial Partners LLC
0.15% of their portfolio |
LEXINGTON, KY |
6,6456.6k
$251.3k |
$251.3k |
0.15% |
New |
|
| 74 |
Keating Financial Advisory Services, Inc.
0.03% of their portfolio |
MANHATTAN, KS |
6,4736.5k
$244.8k |
$244.8k |
0.03% |
First filing |
|
| 75 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
6,3516.4k
$240.2k |
$240.2k |
0.00% |
New |
|
| 76 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
6,1456.1k
$232.4k |
$232.4k |
0.00% |
New |
|
| 77 |
ADAPT WEALTH ADVISORS, LLC
0.08% of their portfolio |
ATLANTA, GA |
6,0006.0k
$226.9k |
$226.9k |
0.08% |
Unchanged |
|
| 78 |
Rehmann Capital Advisory Group
0.01% of their portfolio |
LANSING, MI |
5,9956.0k
$226.7k |
$226.7k |
0.01% |
Unchanged |
|
| 79 |
Robertson Stephens Wealth Management, LLC
0.01% of their portfolio |
San Francisco, CA |
5,7815.8k
$218.6k |
$218.6k |
0.01% |
Unchanged |
|
| 80 |
PKS Advisory Services, LLC
0.05% of their portfolio |
ALBANY, NY |
5,7505.8k
$217.5k |
$217.5k |
0.05% |
Reduced
-1.9k |
-1,851 |
| 81 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
5,4715.5k
$206.9k |
$206.9k |
0.00% |
New |
|
| 82 |
Anfield Capital Management, LLC
0.05% of their portfolio |
IRVINE, CA |
4,5394.5k
$171.7k |
$171.7k |
0.05% |
Unchanged |
|
| 83 |
Integrity Financial Corp /WA
0.08% of their portfolio |
JACKSON, WY |
4,3284.3k
$163.7k |
$163.7k |
0.08% |
Reduced
-62 |
-62 |
| 84 |
EVOLUTION WEALTH MANAGEMENT INC.
0.12% of their portfolio |
FORT MYERS, FL |
3,7903.8k
$143.3k |
$143.3k |
0.12% |
Unchanged |
|
| 85 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
3,5003.5k
$132.4k |
$132.4k |
0.00% |
Unchanged |
|
| 86 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
3,4603.5k
$136.8k |
$136.8k |
0.00% |
New |
|
| 87 |
Topsail Wealth Management, LLC
0.02% of their portfolio |
CHARLOTTE, NC |
2,8002.8k
$105.9k |
$105.9k |
0.02% |
Added
+800 |
+800 |
| 88 |
Spire Wealth Management
0.00% of their portfolio |
MCLEAN, VA |
2,5002.5k
$94.5k |
$94.5k |
0.00% |
Unchanged |
|
| 89 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
1,9141.9k
$72.0k |
$72.0k |
0.00% |
New |
|
| 90 |
Noble Wealth Management PBC
0.04% of their portfolio |
GREENWOOD VILLAGE, CO |
1,9001.9k
$71.9k |
$71.9k |
0.04% |
Unchanged |
|
| 91 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
1,5111.5k
$57.1k |
$57.1k |
0.00% |
Unchanged |
|
| 92 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
1,4941.5k
$56.5k |
$56.5k |
0.00% |
Unchanged |
|
| 93 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,4781.5k
$55.9k |
$55.9k |
0.00% |
New |
|
| 94 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
1,4571.5k
$55.1k |
$55.1k |
0.00% |
Unchanged |
|
| 95 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
1,1111.1k
$42.0k |
$42.0k |
0.00% |
Reduced
-14 |
-14 |
| 96 |
GPS Wealth Strategies Group, LLC
0.03% of their portfolio |
CENTENNIAL, CO |
973973
$36.8k |
$36.8k |
0.03% |
Reduced
-3.7k |
-3,748 |
| 97 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
671671
$25.4k |
$25.4k |
0.00% |
Unchanged |
|
| 98 |
Signature Equity Partners, LLC
0.01% of their portfolio |
COLUMBUS, OH |
600600
$22.7k |
$22.7k |
0.01% |
First filing |
|
| 99 |
Financial Network Wealth Advisors LLC
0.02% of their portfolio |
MURRAY, UT |
531531
$20.1k |
$20.1k |
0.02% |
Unchanged |
|
| 100 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
400400
$15.1k |
$15.1k |
0.00% |
Unchanged |
|