| 1 |
HOLLENCREST CAPITAL MANAGEMENT
1.54% of their portfolio |
NEWPORT BEACH, CA |
1,114,3501.1m
$41.3m |
$41.3m |
1.54% |
Added
+2.1k |
+2,135 |
| 2 |
First International Bank of Israel Ltd.
11.23% of their portfolio |
TEL AVIV, L3 |
1,032,0001.0m
$38.2m |
$38.2m |
11.23% |
Added
+785.0k |
+785,000 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
489,440489.4k
$18.1m |
$18.1m |
0.01% |
Added
+14.0k |
+14,034 |
| 4 |
Ausdal Financial Partners, Inc.
0.65% of their portfolio |
Davenport, IA |
392,034392.0k
$14.5m |
$14.5m |
0.65% |
Added
+3.2k |
+3,178 |
| 5 |
Archer Investment Corp
2.67% of their portfolio |
Carmel, IN |
337,909337.9k
$12.5m |
$12.5m |
2.67% |
Reduced
-1.0k |
-1,042 |
| 6 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
257,158257.2k
$9.5m |
$9.5m |
0.01% |
Reduced
-149.4k |
-149,433 |
| 7 |
NEW WAVE WEALTH ADVISORS LLC
2.80% of their portfolio |
SPRINGDALE, AR |
216,522216.5k
$8.0m |
$8.0m |
2.80% |
New |
|
| 8 |
HARBOUR INVESTMENTS, INC.
0.10% of their portfolio |
MADISON, WI |
178,842178.8k
$6.6m |
$6.6m |
0.10% |
Added
+23.3k |
+23,270 |
| 9 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
166,423166.4k
$6.2m |
$6.2m |
0.01% |
Reduced
-2.7k |
-2,732 |
| 10 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
143,984144.0k
$5.3m |
$5.3m |
0.01% |
Reduced
-27.4k |
-27,443 |
| 11 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
137,377137.4k
$5.1m |
$5.1m |
0.02% |
Added
+43.1k |
+43,100 |
| 12 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
129,109129.1k
$4.8m |
$4.8m |
0.00% |
Reduced
-4.8k |
-4,837 |
| 13 |
Gladstone Institutional Advisory LLC
0.16% of their portfolio |
Bedminster, NJ |
119,700119.7k
$4.4m |
$4.4m |
0.16% |
New |
|
| 14 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
109,046109.0k
$4.0m |
$4.0m |
0.01% |
New |
|
| 15 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
88,97189.0k
$3.3m |
$3.3m |
0.00% |
Reduced
-433.5k |
-433,464 |
| 16 |
Americana Partners, LLC
0.08% of their portfolio |
Houston, TX |
87,47987.5k
$3.2m |
$3.2m |
0.08% |
Reduced
-39.0k |
-39,040 |
| 17 |
BECK CAPITAL MANAGEMENT, LLC
0.59% of their portfolio |
AUSTIN, TX |
70,02470.0k
$2.6m |
$2.6m |
0.59% |
Reduced
-1.7k |
-1,687 |
| 18 |
SUMMIT WEALTH GROUP LLC / CO
0.21% of their portfolio |
COLORADO SPRINGS, CO |
54,44954.4k
$2.0m |
$2.0m |
0.21% |
New |
|
| 19 |
Wood Tarver Financial Group, LLC
0.53% of their portfolio |
BOISE, ID |
51,32551.3k
$1.9m |
$1.9m |
0.53% |
Added
+30.9k |
+30,899 |
| 20 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
50,19350.2k
$1.9m |
$1.9m |
0.00% |
Added
+10.7k |
+10,706 |
| 21 |
FOUNDERS FINANCIAL SECURITIES LLC
0.10% of their portfolio |
TOWSON, MD |
46,41046.4k
$1.8m |
$1.8m |
0.10% |
Added
+5.7k |
+5,696 |
| 22 |
Tanglewood Legacy Advisors, LLC
0.57% of their portfolio |
HOUSTON, TX |
42,50142.5k
$1.6m |
$1.6m |
0.57% |
Added
+4.9k |
+4,895 |
| 23 |
Concurrent Investment Advisors, LLC
0.02% of their portfolio |
Tampa, FL |
42,08042.1k
$1.6m |
$1.6m |
0.02% |
Added
+16.6k |
+16,588 |
| 24 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
39,28339.3k
$1.5m |
$1.5m |
0.01% |
Unchanged |
|
| 25 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
36,07236.1k
$1.3m |
$1.3m |
0.03% |
Added
+6.8k |
+6,836 |
| 26 |
MGO ONE SEVEN LLC
0.03% of their portfolio |
Beachwood, OH |
35,59935.6k
$1.3m |
$1.3m |
0.03% |
Added
+375 |
+375 |
| 27 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
35,34735.3k
$129.1k |
$129.1k |
0.00% |
Added
+31.9k |
+31,887 |
| 28 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
32,46232.5k
$1.2m |
$1.2m |
0.01% |
Reduced
-3.4k |
-3,360 |
| 29 |
NorthCrest Asset Manangement, LLC
0.04% of their portfolio |
PLYMOUTH, MN |
31,88731.9k
$1.2m |
$1.2m |
0.04% |
Reduced
-11.2k |
-11,240 |
| 30 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
30,01730.0k
$1.1m |
$1.1m |
0.00% |
Reduced
-1.9k |
-1,900 |
| 31 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
29,80829.8k
$1.1m |
$1.1m |
0.00% |
Reduced
-693 |
-693 |
| 32 |
Bouchey Financial Group, Ltd.
0.08% of their portfolio |
TROY, NY |
28,52728.5k
$1.1m |
$1.1m |
0.08% |
Added
+17.0k |
+16,969 |
| 33 |
Avidian Wealth Enterprises, LLC
0.03% of their portfolio |
Houston, TX |
26,05126.1k
$964.4k |
$964.4k |
0.03% |
Unchanged |
|
| 34 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
25,24225.2k
$934.5k |
$934.5k |
0.02% |
Added
+3.4k |
+3,430 |
| 35 |
Triumph Capital Management
0.19% of their portfolio |
DENVER, CO |
25,00025.0k
$925.5k |
$925.5k |
0.19% |
Unchanged |
|
| 36 |
Sunbelt Securities, Inc.
0.05% of their portfolio |
HOUSTON, TX |
22,56322.6k
$835.3k |
$835.3k |
0.05% |
Reduced
-1.5k |
-1,475 |
| 37 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
21,96822.0k
$813.3k |
$813.3k |
0.00% |
Reduced
-51.1k |
-51,114 |
| 38 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
19,52519.5k
$722.8k |
$722.8k |
0.01% |
Added
+2.0k |
+1,970 |
| 39 |
UPTICK PARTNERS, LLC
0.14% of their portfolio |
NACOGDOCHES, TX |
19,02319.0k
$704.2k |
$704.2k |
0.14% |
Reduced
-463 |
-463 |
| 40 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.21% of their portfolio |
WATERLOO, IA |
18,21018.2k
$674.1k |
$674.1k |
0.21% |
Reduced
-96 |
-96 |
| 41 |
Strategic Blueprint, LLC
0.04% of their portfolio |
ATLANTA, GA |
17,77117.8k
$657.9k |
$657.9k |
0.04% |
New |
|
| 42 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
17,60017.6k
$651.6k |
$651.6k |
0.00% |
Unchanged |
|
| 43 |
HBW ADVISORY SERVICES LLC
0.07% of their portfolio |
SIMI VALLEY, CA |
17,36317.4k
$642.8k |
$642.8k |
0.07% |
Added
+4.6k |
+4,592 |
| 44 |
BFI Wealth Solutions, LLC
0.61% of their portfolio |
DALLAS, TX |
17,02717.0k
$634.6k |
$634.6k |
0.61% |
Reduced
-67 |
-67 |
| 45 |
Sequent Planning LLC
0.15% of their portfolio |
OMAHA, NE |
16,92016.9k
$626.4k |
$626.4k |
0.15% |
Added
+1.1k |
+1,113 |
| 46 |
REAP Financial Group, LLC
0.12% of their portfolio |
AUSTIN, TX |
16,65516.7k
$616.6k |
$616.6k |
0.12% |
Reduced
-1.8k |
-1,769 |
| 47 |
Pinnacle Wealth Planning Services, Inc.
0.06% of their portfolio |
MANSFIELD, OH |
15,83015.8k
$586.0k |
$586.0k |
0.06% |
Added
+7.9k |
+7,898 |
| 48 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
15,78915.8k
$584.5k |
$584.5k |
0.00% |
Added
+3.2k |
+3,174 |
| 49 |
Catalina Capital Group, LLC
0.35% of their portfolio |
Torrance, CA |
15,50415.5k
$574.0k |
$574.0k |
0.35% |
Reduced
-237 |
-237 |
| 50 |
LVZ, Inc.
0.06% of their portfolio |
Holland, MI |
14,60814.6k
$540.8k |
$540.8k |
0.06% |
Added
+4.3k |
+4,323 |
| 51 |
Madrona Financial Services, LLC
0.12% of their portfolio |
EVERETT, WA |
14,51514.5k
$537.3k |
$537.3k |
0.12% |
Unchanged |
|
| 52 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
12,82712.8k
$474.9k |
$474.9k |
0.01% |
Reduced
-10.0k |
-10,013 |
| 53 |
Prime Capital Investment Advisors, LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
11,58311.6k
$428.8k |
$428.8k |
0.00% |
New |
|
| 54 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
11,49011.5k
$425.0k |
$425.0k |
0.00% |
New |
|
| 55 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
11,38511.4k
$421.5k |
$421.5k |
0.00% |
Reduced
-35.2k |
-35,237 |
| 56 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
11,13011.1k
$412.0k |
$412.0k |
0.00% |
Added
+1.6k |
+1,645 |
| 57 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.10% of their portfolio |
WILLIAMSVILLE, NY |
10,12610.1k
$374.0k |
$374.0k |
0.10% |
New |
|
| 58 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,8989.9k
$366.4k |
$366.4k |
0.01% |
Added
+138 |
+138 |
| 59 |
REICON WEALTH ADVISORS, LLC
0.26% of their portfolio |
ATLANTA, GA |
9,1949.2k
$340.4k |
$340.4k |
0.26% |
Added
+1.6k |
+1,587 |
| 60 |
DHJJ Financial Advisors, Ltd.
0.11% of their portfolio |
NAPERVILLE, IL |
8,9999.0k
$333.1k |
$333.1k |
0.11% |
Reduced
-282 |
-282 |
| 61 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
8,7638.8k
$324.4k |
$324.4k |
0.00% |
Reduced
-1.0k |
-1,023 |
| 62 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
8,5468.5k
$316.4k |
$316.4k |
0.01% |
Unchanged |
|
| 63 |
Grantvest Financial Group LLC
0.20% of their portfolio |
MATAWAN, NJ |
8,3778.4k
$310.1k |
$310.1k |
0.20% |
Unchanged |
|
| 64 |
Signal Advisors Wealth, LLC
0.02% of their portfolio |
DETROIT, MI |
8,0678.1k
$298.6k |
$298.6k |
0.02% |
Reduced
-16.2k |
-16,195 |
| 65 |
Lifeworks Advisors, LLC
0.04% of their portfolio |
GRAND RAPIDS, MI |
7,8347.8k
$290.0k |
$290.0k |
0.04% |
Unchanged |
|
| 66 |
Kingsview Wealth Management, LLC
0.00% of their portfolio |
GRANTS PASS, OR |
7,5577.6k
$279.8k |
$279.8k |
0.00% |
Added
+131 |
+131 |
| 67 |
Diligent Investors, LLC
0.07% of their portfolio |
REDLANDS, CA |
7,5007.5k
$277.6k |
$277.6k |
0.07% |
Unchanged |
|
| 68 |
Chris Bulman Inc
0.12% of their portfolio |
ROSEVILLE, CA |
7,4327.4k
$275.1k |
$275.1k |
0.12% |
Unchanged |
|
| 69 |
MONEY CONCEPTS CAPITAL CORP
0.01% of their portfolio |
PALM BEACH GARDENS, FL |
7,1927.2k
$266.2k |
$266.2k |
0.01% |
Unchanged |
|
| 70 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
7,0277.0k
$260.1k |
$260.1k |
0.00% |
New |
|
| 71 |
Keating Financial Advisory Services, Inc.
0.04% of their portfolio |
MANHATTAN, KS |
6,8196.8k
$252.4k |
$252.4k |
0.04% |
Added
+346 |
+346 |
| 72 |
Alpha Financial Partners LLC
0.15% of their portfolio |
LEXINGTON, KY |
6,6456.6k
$246.0k |
$246.0k |
0.15% |
Unchanged |
|
| 73 |
Arax Advisory Partners
0.01% of their portfolio |
NEW YORK, NY |
6,3766.4k
$236.0k |
$236.0k |
0.01% |
New |
|
| 74 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
6,3516.4k
$235.1k |
$235.1k |
0.00% |
Unchanged |
|
| 75 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
6,2796.3k
$232.0k |
$232.0k |
0.00% |
Reduced
-5.9k |
-5,901 |
| 76 |
Quad-Cities Investment Group, LLC
0.09% of their portfolio |
DAVENPORT, IA |
6,2086.2k
$229.8k |
$229.8k |
0.09% |
New |
|
| 77 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
6,1326.1k
$227.0k |
$227.0k |
0.01% |
Reduced
-18.8k |
-18,776 |
| 78 |
ADAPT WEALTH ADVISORS, LLC
0.08% of their portfolio |
ATLANTA, GA |
6,0006.0k
$222.1k |
$222.1k |
0.08% |
Unchanged |
|
| 79 |
Rehmann Capital Advisory Group
0.01% of their portfolio |
LANSING, MI |
5,9956.0k
$221.9k |
$221.9k |
0.01% |
Unchanged |
|
| 80 |
Robertson Stephens Wealth Management, LLC
0.01% of their portfolio |
San Francisco, CA |
5,7815.8k
$214.0k |
$214.0k |
0.01% |
Unchanged |
|
| 81 |
Stratos Wealth Advisors, LLC
0.01% of their portfolio |
BEACHWOOD, OH |
5,5345.5k
$204.9k |
$204.9k |
0.01% |
New |
|
| 82 |
Anfield Capital Management, LLC
0.05% of their portfolio |
IRVINE, CA |
4,5394.5k
$168.0k |
$168.0k |
0.05% |
Unchanged |
|
| 83 |
Integrity Financial Corp /WA
0.08% of their portfolio |
JACKSON, WY |
4,3364.3k
$160.5k |
$160.5k |
0.08% |
Added
+8 |
+8 |
| 84 |
EVOLUTION WEALTH MANAGEMENT INC.
0.10% of their portfolio |
FORT MYERS, FL |
3,7903.8k
$140.3k |
$140.3k |
0.10% |
Unchanged |
|
| 85 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
3,5003.5k
$129.6k |
$129.6k |
0.00% |
Unchanged |
|
| 86 |
Topsail Wealth Management, LLC
0.02% of their portfolio |
CHARLOTTE, NC |
2,8002.8k
$103.7k |
$103.7k |
0.02% |
Unchanged |
|
| 87 |
Spire Wealth Management
0.00% of their portfolio |
MCLEAN, VA |
2,5002.5k
$92.5k |
$92.5k |
0.00% |
Unchanged |
|
| 88 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
2,2002.2k
$81.4k |
$81.4k |
0.00% |
New |
|
| 89 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
2,1362.1k
$79.1k |
$79.1k |
0.00% |
Added
+625 |
+625 |
| 90 |
Noble Wealth Management PBC
0.04% of their portfolio |
GREENWOOD VILLAGE, CO |
1,9001.9k
$70.3k |
$70.3k |
0.04% |
Unchanged |
|
| 91 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
1,4941.5k
$55.3k |
$55.3k |
0.00% |
Unchanged |
|
| 92 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,4781.5k
$54.7k |
$54.7k |
0.00% |
Unchanged |
|
| 93 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
1,4571.5k
$53.9k |
$53.9k |
0.00% |
Unchanged |
|
| 94 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
1,2171.2k
$45.1k |
$45.1k |
0.00% |
Added
+106 |
+106 |
| 95 |
Dunhill Financial, LLC
0.01% of their portfolio |
LONDON, X0 |
1,0001.0k
$37.0k |
$37.0k |
0.01% |
New |
|
| 96 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
740740
$26.9k |
$26.9k |
0.00% |
Reduced
-13.5k |
-13,524 |
| 97 |
Signature Equity Partners, LLC
0.01% of their portfolio |
COLUMBUS, OH |
600600
$22.2k |
$22.2k |
0.01% |
Unchanged |
|
| 98 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
595595
$22.0k |
$22.0k |
0.00% |
Reduced
-1.3k |
-1,319 |
| 99 |
Financial Network Wealth Advisors LLC
0.02% of their portfolio |
MURRAY, UT |
531531
$19.7k |
$19.7k |
0.02% |
Unchanged |
|
| 100 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
471471
$17.4k |
$17.4k |
0.00% |
Reduced
-200 |
-200 |