| 1 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
1,064,3871.1m
$42.3m |
$42.3m |
0.01% |
Added
+193.8k |
+193,823 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
419,428419.4k
$16.7m |
$16.7m |
0.02% |
Added
+29.7k |
+29,732 |
| 3 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
342,205342.2k
$13.6m |
$13.6m |
0.01% |
Added
+11.7k |
+11,705 |
| 4 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
301,483301.5k
$12.0m |
$12.0m |
0.02% |
Added
+21.2k |
+21,200 |
| 5 |
Kestra Advisory Services, LLC
0.04% of their portfolio |
AUSTIN, TX |
235,183235.2k
$9.3m |
$9.3m |
0.04% |
Added
+41.3k |
+41,264 |
| 6 |
Janney Montgomery Scott LLC
0.02% of their portfolio |
PHILADELPHIA, PA |
169,798169.8k
$6.7m |
$6.7m |
0.02% |
Added
+148.7k |
+148,724 |
| 7 |
Americana Partners, LLC
0.14% of their portfolio |
Houston, TX |
131,658131.7k
$5.2m |
$5.2m |
0.14% |
New |
|
| 8 |
MILESTONE ASSET MANAGEMENT, LLC
0.98% of their portfolio |
PITTSBURGH, PA |
131,378131.4k
$5.2m |
$5.2m |
0.98% |
Added
+6.2k |
+6,160 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
128,732128.7k
$5.1m |
$5.1m |
0.00% |
Added
+46.8k |
+46,848 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
105,102105.1k
$4.2m |
$4.2m |
0.00% |
Added
+44.6k |
+44,575 |
| 11 |
Schulz Wealth, LTD.
2.49% of their portfolio |
MANSFIELD, TX |
97,71697.7k
$3.9m |
$3.9m |
2.49% |
Reduced
-3.2k |
-3,215 |
| 12 |
Pinnacle Wealth Management Group, Inc.
1.91% of their portfolio |
PLYMOUTH, MI |
96,42096.4k
$3.8m |
$3.8m |
1.91% |
New |
|
| 13 |
Comprehensive Financial Consultants Institutional, Inc.
1.13% of their portfolio |
Bloomington, IN |
94,30694.3k
$3.7m |
$3.7m |
1.13% |
Reduced
-15.7k |
-15,722 |
| 14 |
Per Stirling Capital Management, LLC.
0.38% of their portfolio |
AUSTIN, TX |
84,22484.2k
$3.3m |
$3.3m |
0.38% |
Reduced
-1.7k |
-1,671 |
| 15 |
CITY HOLDING CO
0.35% of their portfolio |
CHARLESTON, WV |
70,82570.8k
$2.8m |
$2.8m |
0.35% |
Reduced
-51 |
-51 |
| 16 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.70% of their portfolio |
WATERLOO, IA |
55,85255.9k
$2.2m |
$2.2m |
0.70% |
Reduced
-2.5k |
-2,454 |
| 17 |
AssuredPartners Investment Advisors, LLC
0.32% of their portfolio |
Tampa, FL |
53,71353.7k
$2.1m |
$2.1m |
0.32% |
Reduced
-520 |
-520 |
| 18 |
UPTICK PARTNERS, LLC
0.44% of their portfolio |
NACOGDOCHES, TX |
51,42451.4k
$2.0m |
$2.0m |
0.44% |
Reduced
-1.7k |
-1,666 |
| 19 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
45,44145.4k
$1.8m |
$1.8m |
0.00% |
Added
+4.5k |
+4,482 |
| 20 |
Concurrent Investment Advisors, LLC
0.02% of their portfolio |
Tampa, FL |
40,77840.8k
$1.6m |
$1.6m |
0.02% |
Added
+9.8k |
+9,755 |
| 21 |
Tanglewood Legacy Advisors, LLC
0.57% of their portfolio |
HOUSTON, TX |
38,44238.4k
$1.5m |
$1.5m |
0.57% |
Added
+6.9k |
+6,857 |
| 22 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
37,73337.7k
$1.5m |
$1.5m |
0.01% |
Added
+3.4k |
+3,433 |
| 23 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
36,99337.0k
$1.5m |
$1.5m |
0.09% |
Added
+3.6k |
+3,557 |
| 24 |
Sigma Planning Corp
0.04% of their portfolio |
ANN ARBOR, MI |
36,62436.6k
$1.5m |
$1.5m |
0.04% |
New |
|
| 25 |
Anfield Capital Management, LLC
0.39% of their portfolio |
IRVINE, CA |
31,45331.5k
$1.2m |
$1.2m |
0.39% |
Reduced
-1.9k |
-1,927 |
| 26 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
30,32730.3k
$1.2m |
$1.2m |
0.00% |
Added
+20.9k |
+20,909 |
| 27 |
Foundations Investment Advisors, LLC
0.02% of their portfolio |
PHOENIX, AZ |
29,81929.8k
$1.2m |
$1.2m |
0.02% |
Reduced
-986 |
-986 |
| 28 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
29,81629.8k
$1.2m |
$1.2m |
0.00% |
New |
|
| 29 |
REAP Financial Group, LLC
0.24% of their portfolio |
AUSTIN, TX |
29,56829.6k
$1.2m |
$1.2m |
0.24% |
Reduced
-105 |
-105 |
| 30 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
28,37528.4k
$1.1m |
$1.1m |
0.01% |
Added
+26.1k |
+26,125 |
| 31 |
SECURED RETIREMENT ADVISORS, LLC
0.61% of their portfolio |
ST LOUIS PARK, MN |
27,30127.3k
$1.1m |
$1.1m |
0.61% |
Reduced
-4.7k |
-4,742 |
| 32 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
27,17527.2k
$1.1m |
$1.1m |
0.00% |
Added
+7.3k |
+7,284 |
| 33 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
27,16227.2k
$1.1m |
$1.1m |
0.01% |
Reduced
-505 |
-505 |
| 34 |
Ignite Planners, LLC
0.15% of their portfolio |
SAN CLEMENTE, CA |
24,09424.1k
$962.1k |
$962.1k |
0.15% |
Reduced
-16.8k |
-16,784 |
| 35 |
NorthCrest Asset Manangement, LLC
0.02% of their portfolio |
PLYMOUTH, MN |
22,46522.5k
$893.0k |
$893.0k |
0.02% |
Added
+9.3k |
+9,264 |
| 36 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
19,49519.5k
$774.3k |
$774.3k |
0.00% |
New |
|
| 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
18,49018.5k
$734.4k |
$734.4k |
0.00% |
New |
|
| 38 |
Stratos Wealth Advisors, LLC
0.03% of their portfolio |
BEACHWOOD, OH |
18,22518.2k
$723.9k |
$723.9k |
0.03% |
Added
+7.3k |
+7,257 |
| 39 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
16,08416.1k
$638.9k |
$638.9k |
0.00% |
Added
+84 |
+84 |
| 40 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
15,14515.1k
$602.0k |
$602.0k |
0.00% |
Added
+9.5k |
+9,488 |
| 41 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
14,66814.7k
$582.6k |
$582.6k |
0.02% |
New |
|
| 42 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
14,14014.1k
$562.0k |
$562.0k |
0.00% |
Added
+7.7k |
+7,672 |
| 43 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
14,06914.1k
$558.8k |
$558.8k |
0.04% |
Added
+8.8k |
+8,814 |
| 44 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
13,85113.9k
$550.2k |
$550.2k |
0.00% |
Reduced
-167 |
-167 |
| 45 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
12,77912.8k
$507.6k |
$507.6k |
0.02% |
Added
+7.1k |
+7,068 |
| 46 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.06% of their portfolio |
CONCORD, MA |
12,07812.1k
$479.7k |
$479.7k |
0.06% |
Reduced
-9.8k |
-9,763 |
| 47 |
Ancora Advisors LLC
0.01% of their portfolio |
Cleveland, OH |
11,28111.3k
$448.1k |
$448.1k |
0.01% |
Reduced
-1.3k |
-1,332 |
| 48 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
10,58210.6k
$420.3k |
$420.3k |
0.01% |
New |
|
| 49 |
Rehmann Capital Advisory Group
0.02% of their portfolio |
LANSING, MI |
10,10910.1k
$401.5k |
$401.5k |
0.02% |
Unchanged |
|
| 50 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
9,8389.8k
$390.8k |
$390.8k |
0.00% |
Reduced
-50 |
-50 |
| 51 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
9,7959.8k
$389.1k |
$389.1k |
0.01% |
New |
|
| 52 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
9,5769.6k
$380.4k |
$380.4k |
0.01% |
New |
|
| 53 |
Wood Tarver Financial Group, LLC
0.10% of their portfolio |
BOISE, ID |
9,2749.3k
$368.0k |
$368.0k |
0.10% |
Added
+3.0k |
+3,024 |
| 54 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,2709.3k
$368.2k |
$368.2k |
0.01% |
Added
+394 |
+394 |
| 55 |
Avidian Wealth Enterprises, LLC
0.01% of their portfolio |
Houston, TX |
8,8298.8k
$350.7k |
$350.7k |
0.01% |
Unchanged |
|
| 56 |
Diligent Investors, LLC
0.08% of their portfolio |
REDLANDS, CA |
8,6808.7k
$344.8k |
$344.8k |
0.08% |
Unchanged |
|
| 57 |
American Financial Advisors, LLC
0.04% of their portfolio |
Marietta, GA |
8,4538.5k
$335.7k |
$335.7k |
0.04% |
Reduced
-316 |
-316 |
| 58 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
7,8007.8k
$309.8k |
$309.8k |
0.00% |
New |
|
| 59 |
E&G Advisors, LLC
0.07% of their portfolio |
HOUSTON, TX |
7,6847.7k
$305.2k |
$305.2k |
0.07% |
Unchanged |
|
| 60 |
Sequent Planning LLC
0.07% of their portfolio |
OMAHA, NE |
6,8526.9k
$272.2k |
$272.2k |
0.07% |
Added
+1.1k |
+1,082 |
| 61 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
6,5476.5k
$260.0k |
$260.0k |
0.00% |
New |
|
| 62 |
INSIGNEO ADVISORY SERVICES, LLC
0.02% of their portfolio |
MIAMI, FL |
6,4726.5k
$257.1k |
$257.1k |
0.02% |
New |
|
| 63 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
6,4506.5k
$256.2k |
$256.2k |
0.01% |
New |
|
| 64 |
Grantvest Financial Group LLC
0.16% of their portfolio |
MATAWAN, NJ |
6,4396.4k
$255.8k |
$255.8k |
0.16% |
Reduced
-689 |
-689 |
| 65 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
6,3646.4k
$252.8k |
$252.8k |
0.00% |
Reduced
-8.1k |
-8,056 |
| 66 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
6,1756.2k
$245.3k |
$245.3k |
0.00% |
Reduced
-900 |
-900 |
| 67 |
Keating Financial Advisory Services, Inc.
0.03% of their portfolio |
MANHATTAN, KS |
6,1316.1k
$243.5k |
$243.5k |
0.03% |
First filing |
|
| 68 |
Advisory Alpha, LLC
0.01% of their portfolio |
HOLLAND, MI |
6,0206.0k
$239.1k |
$239.1k |
0.01% |
Unchanged |
|
| 69 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
5,8645.9k
$232.9k |
$232.9k |
0.00% |
Added
+5.0k |
+5,033 |
| 70 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02% of their portfolio |
ORLANDO, FL |
5,7305.7k
$227.6k |
$227.6k |
0.02% |
New |
|
| 71 |
BFI Wealth Solutions, LLC
0.22% of their portfolio |
DALLAS, TX |
5,7005.7k
$226.4k |
$226.4k |
0.22% |
First filing |
|
| 72 |
Kestra Investment Management, LLC
0.01% of their portfolio |
AUSTIN, TX |
5,5385.5k
$220.0k |
$220.0k |
0.01% |
Added
+117 |
+117 |
| 73 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
5,4335.4k
$221.3k |
$221.3k |
0.00% |
Added
+1.1k |
+1,139 |
| 74 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
5,4205.4k
$215.3k |
$215.3k |
0.02% |
New |
|
| 75 |
LVZ, Inc.
0.02% of their portfolio |
Holland, MI |
5,3005.3k
$210.5k |
$210.5k |
0.02% |
Unchanged |
|
| 76 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
5,1965.2k
$206.4k |
$206.4k |
0.00% |
New |
|
| 77 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.01% of their portfolio |
DALLAS, TX |
5,1705.2k
$205.4k |
$205.4k |
0.01% |
New |
|
| 78 |
DHJJ Financial Advisors, Ltd.
0.06% of their portfolio |
NAPERVILLE, IL |
4,3784.4k
$173.9k |
$173.9k |
0.06% |
Added
+254 |
+254 |
| 79 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
4,1134.1k
$163.4k |
$163.4k |
0.00% |
Unchanged |
|
| 80 |
Pinnacle Wealth Planning Services, Inc.
0.02% of their portfolio |
MANSFIELD, OH |
3,9754.0k
$157.9k |
$157.9k |
0.02% |
New |
|
| 81 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
3,2503.2k
$129.1k |
$129.1k |
0.00% |
Unchanged |
|
| 82 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
3,0303.0k
$120.4k |
$120.4k |
0.00% |
Added
+2.5k |
+2,500 |
| 83 |
Ritter Daniher Financial Advisory LLC / DE
0.02% of their portfolio |
CINCINNATI, OH |
2,9122.9k
$115.7k |
$115.7k |
0.02% |
New |
|
| 84 |
EVOLUTION WEALTH MANAGEMENT INC.
0.09% of their portfolio |
FORT MYERS, FL |
2,6142.6k
$103.8k |
$103.8k |
0.09% |
New |
|
| 85 |
Noble Wealth Management PBC
0.05% of their portfolio |
GREENWOOD VILLAGE, CO |
2,3262.3k
$92.4k |
$92.4k |
0.05% |
Reduced
-442 |
-442 |
| 86 |
Benson Wealth Management INC
0.09% of their portfolio |
OOLTEWAH, TN, TN |
2,0002.0k
$79.4k |
$79.4k |
0.09% |
First filing |
|
| 87 |
Larson Financial Group LLC
0.00% of their portfolio |
ST LOUIS, MO |
1,9001.9k
$75.5k |
$75.5k |
0.00% |
New |
|
| 88 |
Financial Network Wealth Advisors LLC
0.06% of their portfolio |
MURRAY, UT |
1,4391.4k
$57.2k |
$57.2k |
0.06% |
Unchanged |
|
| 89 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,4281.4k
$56.7k |
$56.7k |
0.00% |
New |
|
| 90 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
1,3361.3k
$53.1k |
$53.1k |
0.00% |
Reduced
-2.9k |
-2,941 |
| 91 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
1,2861.3k
$51.1k |
$51.1k |
0.00% |
New |
|
| 92 |
IMG Wealth Management, Inc.
0.03% of their portfolio |
JACKSONVILLE, FL |
1,1571.2k
$46.0k |
$46.0k |
0.03% |
Unchanged |
|
| 93 |
Signature Equity Partners, LLC
0.02% of their portfolio |
COLUMBUS, OH |
1,0001.0k
$39.7k |
$39.7k |
0.02% |
First filing |
|
| 94 |
Topsail Wealth Management, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
800800
$31.8k |
$31.8k |
0.00% |
Unchanged |
|
| 95 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
649649
$25.8k |
$25.8k |
0.00% |
Added
+105 |
+105 |
| 96 |
Integrity Financial Corp /WA
0.01% of their portfolio |
JACKSON, WY |
553553
$22.0k |
$22.0k |
0.01% |
Added
+233 |
+233 |
| 97 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
472472
$18.7k |
$18.7k |
0.00% |
Reduced
-95 |
-95 |
| 98 |
Archer Investment Corp
0.00% of their portfolio |
Carmel, IN |
444444
$17.6k |
$17.6k |
0.00% |
Added
+49 |
+49 |
| 99 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
342342
$13.6k |
$13.6k |
0.00% |
Reduced
-357 |
-357 |
| 100 |
Frazier Financial Advisors, LLC
0.01% of their portfolio |
COLUMBUS, OH |
300300
$11.9k |
$11.9k |
0.01% |
Unchanged |
|