| 1 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
304,759304.8k
$12.7m |
$12.7m |
0.00% |
Reduced
-15.2k |
-15,217 |
| 2 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
174,597174.6k
$7.3m |
$7.3m |
0.02% |
Reduced
-11.2k |
-11,250 |
| 3 |
Sequent Planning LLC
1.44% of their portfolio |
OMAHA, NE |
162,649162.6k
$6.8m |
$6.8m |
1.44% |
Reduced
-64.1k |
-64,068 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
154,868154.9k
$6.4m |
$6.4m |
0.01% |
Reduced
-1.2k |
-1,217 |
| 5 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
149,370149.4k
$6.2m |
$6.2m |
0.00% |
Reduced
-2.0k |
-1,977 |
| 6 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
140,920140.9k
$5.9m |
$5.9m |
0.01% |
Added
+30.5k |
+30,459 |
| 7 |
Advisory Services Network, LLC
0.06% of their portfolio |
ATLANTA, GA |
125,814125.8k
$5.2m |
$5.2m |
0.06% |
Reduced
-2.3k |
-2,286 |
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
121,023121.0k
$5.0m |
$5.0m |
0.01% |
Reduced
-24.3k |
-24,265 |
| 9 |
SAGESPRING WEALTH PARTNERS, LLC
0.07% of their portfolio |
FRANKLIN, TN |
105,026105.0k
$4.4m |
$4.4m |
0.07% |
Reduced
-3.0k |
-3,006 |
| 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
77,17077.2k
$3.2m |
$3.2m |
0.00% |
Added
+38.4k |
+38,430 |
| 11 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
73,47073.5k
$3.1m |
$3.1m |
0.00% |
Reduced
-2.3k |
-2,328 |
| 12 |
Corus Family Wealth Advisors
2.09% of their portfolio |
MCKINNEY, TX |
73,12673.1k
$3.0m |
$3.0m |
2.09% |
Reduced
-4.8k |
-4,784 |
| 13 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
59,82559.8k
$2.5m |
$2.5m |
0.00% |
Added
+1.8k |
+1,849 |
| 14 |
UPTICK PARTNERS, LLC
0.30% of their portfolio |
NACOGDOCHES, TX |
46,69446.7k
$1.9m |
$1.9m |
0.30% |
Reduced
-2.9k |
-2,916 |
| 15 |
Americana Partners, LLC
0.04% of their portfolio |
Houston, TX |
44,98645.0k
$1.9m |
$1.9m |
0.04% |
Reduced
-26.6k |
-26,562 |
| 16 |
Range Financial Group LLC
0.50% of their portfolio |
TIGARD, OR |
44,22744.2k
$1.8m |
$1.8m |
0.50% |
Reduced
-3.7k |
-3,680 |
| 17 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
43,80243.8k
$1.8m |
$1.8m |
0.01% |
Reduced
-1.3k |
-1,280 |
| 18 |
FOUNDERS FINANCIAL SECURITIES LLC
0.09% of their portfolio |
TOWSON, MD |
42,61042.6k
$1.8m |
$1.8m |
0.09% |
Added
+2.3k |
+2,315 |
| 19 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
42,47042.5k
$1.8m |
$1.8m |
0.00% |
Reduced
-110 |
-110 |
| 20 |
Schulz Wealth, LTD.
0.90% of their portfolio |
MANSFIELD, TX |
42,06542.1k
$1.7m |
$1.7m |
0.90% |
First filing |
|
| 21 |
Foundations Investment Advisors, LLC
0.02% of their portfolio |
PHOENIX, AZ |
41,17141.2k
$1.7m |
$1.7m |
0.02% |
Reduced
-1.3k |
-1,294 |
| 22 |
Midwest Financial Network, LLC
1.09% of their portfolio |
TINLEY PARK, IL |
38,26738.3k
$1.6m |
$1.6m |
1.09% |
Reduced
-11.3k |
-11,267 |
| 23 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
32,69532.7k
$1.4m |
$1.4m |
0.00% |
New |
|
| 24 |
CITY HOLDING CO
0.15% of their portfolio |
CHARLESTON, WV |
32,65032.6k
$1.4m |
$1.4m |
0.15% |
Reduced
-100 |
-100 |
| 25 |
Wood Tarver Financial Group, LLC
0.32% of their portfolio |
BOISE, ID |
32,28632.3k
$1.3m |
$1.3m |
0.32% |
Reduced
-937 |
-937 |
| 26 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
31,50631.5k
$1.3m |
$1.3m |
0.00% |
Unchanged |
|
| 27 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
30,99731.0k
$1.3m |
$1.3m |
0.01% |
Reduced
-68 |
-68 |
| 28 |
Bouchey Financial Group, Ltd.
0.07% of their portfolio |
TROY, NY |
27,40227.4k
$1.1m |
$1.1m |
0.07% |
Reduced
-422.2k |
-422,214 |
| 29 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
26,55126.6k
$1.1m |
$1.1m |
0.00% |
Added
+19.9k |
+19,923 |
| 30 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
24,46024.5k
$1.0m |
$1.0m |
0.02% |
Reduced
-1.7k |
-1,665 |
| 31 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
23,42123.4k
$973.0k |
$973.0k |
0.00% |
Reduced
-629 |
-629 |
| 32 |
FWG Investments, LLC.
0.47% of their portfolio |
LEXINGTON, KY |
21,30521.3k
$885.1k |
$885.1k |
0.47% |
Added
+979 |
+979 |
| 33 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
20,89920.9k
$868.0k |
$868.0k |
0.00% |
Reduced
-7.5k |
-7,468 |
| 34 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
19,48019.5k
$809.3k |
$809.3k |
0.00% |
Added
+470 |
+470 |
| 35 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
18,70918.7k
$777.3k |
$777.3k |
0.01% |
Reduced
-4.7k |
-4,749 |
| 36 |
BCGM Wealth Management, LLC
0.15% of their portfolio |
LAFAYETTE, IN |
17,50517.5k
$727.2k |
$727.2k |
0.15% |
Unchanged |
|
| 37 |
Diligent Investors, LLC
0.16% of their portfolio |
REDLANDS, CA |
16,82516.8k
$699.0k |
$699.0k |
0.16% |
Unchanged |
|
| 38 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
16,65016.6k
$691.7k |
$691.7k |
0.01% |
Reduced
-650 |
-650 |
| 39 |
Alpha Financial Partners LLC
0.36% of their portfolio |
LEXINGTON, KY |
16,29716.3k
$677.1k |
$677.1k |
0.36% |
Unchanged |
|
| 40 |
Keating Financial Advisory Services, Inc.
0.09% of their portfolio |
MANHATTAN, KS |
15,89615.9k
$660.4k |
$660.4k |
0.09% |
Reduced
-56 |
-56 |
| 41 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
15,59815.6k
$648.0k |
$648.0k |
0.01% |
Added
+39 |
+39 |
| 42 |
Archer Investment Corp
0.06% of their portfolio |
Carmel, IN |
15,23215.2k
$632.8k |
$632.8k |
0.06% |
Added
+5.8k |
+5,758 |
| 43 |
LVZ, Inc.
0.06% of their portfolio |
Holland, MI |
14,67814.7k
$609.8k |
$609.8k |
0.06% |
Added
+1.8k |
+1,820 |
| 44 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
14,46714.5k
$604.4k |
$604.4k |
0.00% |
Unchanged |
|
| 45 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
13,94313.9k
$579.3k |
$579.3k |
0.00% |
Reduced
-259 |
-259 |
| 46 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
13,73113.7k
$570.4k |
$570.4k |
0.00% |
Unchanged |
|
| 47 |
FORTRESS PRIVATE LEDGER, LLC
0.15% of their portfolio |
RALEIGH, NC |
13,59113.6k
$564.6k |
$564.6k |
0.15% |
Reduced
-269 |
-269 |
| 48 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
13,06013.1k
$542.6k |
$542.6k |
0.01% |
Reduced
-2.8k |
-2,750 |
| 49 |
REAP Financial Group, LLC
0.08% of their portfolio |
AUSTIN, TX |
11,63011.6k
$483.2k |
$483.2k |
0.08% |
Reduced
-267 |
-267 |
| 50 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
11,38811.4k
$473.1k |
$473.1k |
0.01% |
Added
+1.9k |
+1,857 |
| 51 |
Beacon Financial Advisory LLC
0.09% of their portfolio |
CLEVELAND, OH |
10,54010.5k
$437.9k |
$437.9k |
0.09% |
Unchanged |
|
| 52 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
10,11010.1k
$420.0k |
$420.0k |
0.00% |
Unchanged |
|
| 53 |
TOUNJIAN ADVISORY PARTNERS, LLC
0.18% of their portfolio |
FORT MYERS, FL |
9,8829.9k
$410.5k |
$410.5k |
0.18% |
New |
|
| 54 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,6099.6k
$399.2k |
$399.2k |
0.01% |
Reduced
-146 |
-146 |
| 55 |
Keystone Wealth Services, LLC
0.07% of their portfolio |
PALM DESERT, CA |
9,5519.6k
$396.8k |
$396.8k |
0.07% |
Reduced
-110 |
-110 |
| 56 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
9,3939.4k
$390.2k |
$390.2k |
0.00% |
Reduced
-1.7k |
-1,735 |
| 57 |
Vestmark Advisory Solutions, Inc.
0.00% of their portfolio |
Wakefield, MA |
9,3209.3k
$387.2k |
$387.2k |
0.00% |
Unchanged |
|
| 58 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.01% of their portfolio |
DENVER, CO |
9,3209.3k
$387.2k |
$387.2k |
0.01% |
Unchanged |
|
| 59 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
9,0469.0k
$375.8k |
$375.8k |
0.01% |
Unchanged |
|
| 60 |
Tanglewood Legacy Advisors, LLC
0.12% of their portfolio |
HOUSTON, TX |
9,0299.0k
$375.1k |
$375.1k |
0.12% |
Reduced
-208 |
-208 |
| 61 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.10% of their portfolio |
WATERLOO, IA |
8,4088.4k
$349.3k |
$349.3k |
0.10% |
Unchanged |
|
| 62 |
Rehmann Capital Advisory Group
0.02% of their portfolio |
LANSING, MI |
8,2248.2k
$341.7k |
$341.7k |
0.02% |
Unchanged |
|
| 63 |
KINTRA WEALTH, LLC
0.02% of their portfolio |
WILLIAMSPORT, PA |
7,9998.0k
$338.5k |
$338.5k |
0.02% |
Unchanged |
|
| 64 |
INSIGNEO ADVISORY SERVICES, LLC
0.01% of their portfolio |
MIAMI, FL |
7,2697.3k
$302.0k |
$302.0k |
0.01% |
Unchanged |
|
| 65 |
SILVER OAK SECURITIES, INCORPORATED
0.02% of their portfolio |
JACKSON, TN |
6,7456.7k
$280.2k |
$280.2k |
0.02% |
Reduced
-345 |
-345 |
| 66 |
Marshall Financial Group, LLC
0.04% of their portfolio |
Hunt Valley, MD |
6,5876.6k
$273.7k |
$273.7k |
0.04% |
Unchanged |
|
| 67 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
6,5026.5k
$270.1k |
$270.1k |
0.00% |
Reduced
-5.6k |
-5,648 |
| 68 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
6,4786.5k
$269.1k |
$269.1k |
0.00% |
Unchanged |
|
| 69 |
Clear Creek Financial Management, LLC
0.02% of their portfolio |
SILVERDALE, WA |
6,2456.2k
$259.4k |
$259.4k |
0.02% |
Reduced
-11.7k |
-11,698 |
| 70 |
Pinnacle Family Advisors, LLC
0.10% of their portfolio |
Springfield, MO |
6,0106.0k
$249.7k |
$249.7k |
0.10% |
Reduced
-2.6k |
-2,575 |
| 71 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.01% of their portfolio |
CEDAR RAPIDS, IA |
5,5755.6k
$231.6k |
$231.6k |
0.01% |
Unchanged |
|
| 72 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
5,4895.5k
$228.0k |
$228.0k |
0.02% |
Unchanged |
|
| 73 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
5,4005.4k
$224.3k |
$224.3k |
0.00% |
New |
|
| 74 |
Ameritas Advisory Services, LLC
0.00% of their portfolio |
Lincoln, NE |
5,2465.2k
$217.9k |
$217.9k |
0.00% |
New |
|
| 75 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
5,1525.2k
$214.0k |
$214.0k |
0.01% |
Reduced
-24.7k |
-24,671 |
| 76 |
Mayfair Advisory Group, LLC
0.06% of their portfolio |
BIRMINGHAM, AL |
5,0385.0k
$209.4k |
$209.4k |
0.06% |
New |
|
| 77 |
Integrity Financial Corp /WA
0.10% of their portfolio |
JACKSON, WY |
4,9945.0k
$207.5k |
$207.5k |
0.10% |
Reduced
-44 |
-44 |
| 78 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,9404.9k
$205.2k |
$205.2k |
0.00% |
Reduced
-20 |
-20 |
| 79 |
Madrona Financial Services, LLC
0.04% of their portfolio |
EVERETT, WA |
4,9254.9k
$204.6k |
$204.6k |
0.04% |
New |
|
| 80 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
4,8214.8k
$200.3k |
$200.3k |
0.01% |
New |
|
| 81 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
3,9614.0k
$164.6k |
$164.6k |
0.00% |
Added
+3.7k |
+3,660 |
| 82 |
REICON WEALTH ADVISORS, LLC
0.09% of their portfolio |
ATLANTA, GA |
3,6243.6k
$150.6k |
$150.6k |
0.09% |
Unchanged |
|
| 83 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
3,0503.0k
$127.0k |
$127.0k |
0.00% |
Unchanged |
|
| 84 |
Buck Wealth Strategies, LLC
0.01% of their portfolio |
DENVER, CO |
2,8002.8k
$116.3k |
$116.3k |
0.01% |
New |
|
| 85 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
2,3492.3k
$97.6k |
$97.6k |
0.00% |
Added
+1.9k |
+1,872 |
| 86 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
2,3002.3k
$95.6k |
$95.6k |
0.00% |
Reduced
-27 |
-27 |
| 87 |
IMG Wealth Management, Inc.
0.05% of their portfolio |
JACKSONVILLE, FL |
2,2122.2k
$91.9k |
$91.9k |
0.05% |
Unchanged |
|
| 88 |
Pinnacle Bancorp, Inc.
0.02% of their portfolio |
BEATRICE, NE |
1,9261.9k
$80.0k |
$80.0k |
0.02% |
Unchanged |
|
| 89 |
Financial Network Wealth Advisors LLC
0.08% of their portfolio |
MURRAY, UT |
1,8191.8k
$75.6k |
$75.6k |
0.08% |
Unchanged |
|
| 90 |
FIDUCIARY FINANCIAL ADVISORS
0.01% of their portfolio |
GRAND RAPIDS, MI |
1,8001.8k
$74.8k |
$74.8k |
0.01% |
New |
|
| 91 |
Ritter Daniher Financial Advisory LLC / DE
0.01% of their portfolio |
CINCINNATI, OH |
1,6351.6k
$67.9k |
$67.9k |
0.01% |
Reduced
-55 |
-55 |
| 92 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
1,4451.4k
$60.0k |
$60.0k |
0.00% |
Unchanged |
|
| 93 |
Noble Wealth Management PBC
0.02% of their portfolio |
GREENWOOD VILLAGE, CO |
1,2751.3k
$53.0k |
$53.0k |
0.02% |
Reduced
-95 |
-95 |
| 94 |
HOLLENCREST CAPITAL MANAGEMENT
0.00% of their portfolio |
NEWPORT BEACH, CA |
887887
$36.9k |
$36.9k |
0.00% |
Unchanged |
|
| 95 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
867867
$36.0k |
$36.0k |
0.00% |
Added
+267 |
+267 |
| 96 |
DHJJ Financial Advisors, Ltd.
0.01% of their portfolio |
NAPERVILLE, IL |
734734
$30.5k |
$30.5k |
0.01% |
Unchanged |
|
| 97 |
Larson Financial Group LLC
0.00% of their portfolio |
ST LOUIS, MO |
641641
$26.6k |
$26.6k |
0.00% |
Unchanged |
|
| 98 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
BLUE BELL, PA |
600600
$24.9k |
$24.9k |
0.00% |
Unchanged |
|
| 99 |
CX Institutional
0.00% of their portfolio |
AUBURN, IN |
579579
$24.0k |
$24.0k |
0.00% |
Unchanged |
|
| 100 |
Triumph Capital Management
0.00% of their portfolio |
DENVER, CO |
507507
$21.1k |
$21.1k |
0.00% |
Unchanged |
|