| 1 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
446,498446.5k
$18.3m |
$18.3m |
0.02% |
Reduced
-14.2k |
-14,187 |
| 2 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
349,888349.9k
$14.3m |
$14.3m |
0.02% |
Added
+23.2k |
+23,181 |
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
323,354323.4k
$13.2m |
$13.2m |
0.00% |
Added
+154.7k |
+154,701 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
292,655292.7k
$12.0m |
$12.0m |
0.01% |
Added
+75.0k |
+75,023 |
| 5 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
276,793276.8k
$11.3m |
$11.3m |
0.00% |
Added
+156.6k |
+156,641 |
| 6 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
263,535263.5k
$10.8m |
$10.8m |
0.03% |
Reduced
-30.2k |
-30,226 |
| 7 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
262,165262.2k
$10.7m |
$10.7m |
0.00% |
Reduced
-444.2k |
-444,220 |
| 8 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
156,097156.1k
$6.4m |
$6.4m |
0.01% |
Added
+39.7k |
+39,744 |
| 9 |
First International Bank of Israel Ltd.
1.61% of their portfolio |
TEL AVIV, L3 |
144,500144.5k
$5.9m |
$5.9m |
1.61% |
Unchanged |
|
| 10 |
Wood Tarver Financial Group, LLC
1.31% of their portfolio |
BOISE, ID |
135,287135.3k
$5.5m |
$5.5m |
1.31% |
Reduced
-5.7k |
-5,674 |
| 11 |
US BANCORP \DE\
0.01% of their portfolio |
MINNEAPOLIS, MN |
120,291120.3k
$4.9m |
$4.9m |
0.01% |
Reduced
-8.2k |
-8,223 |
| 12 |
HBW ADVISORY SERVICES LLC
0.37% of their portfolio |
SIMI VALLEY, CA |
98,89898.9k
$4.1m |
$4.1m |
0.37% |
Reduced
-3.3k |
-3,346 |
| 13 |
Schulz Wealth, LTD.
2.01% of their portfolio |
MANSFIELD, TX |
95,08795.1k
$3.9m |
$3.9m |
2.01% |
First filing |
|
| 14 |
Americana Partners, LLC
0.05% of their portfolio |
Houston, TX |
57,02657.0k
$2.3m |
$2.3m |
0.05% |
Reduced
-32.4k |
-32,369 |
| 15 |
CITY HOLDING CO
0.25% of their portfolio |
CHARLESTON, WV |
54,29554.3k
$2.2m |
$2.2m |
0.25% |
Unchanged |
|
| 16 |
FOUNDERS FINANCIAL SECURITIES LLC
0.10% of their portfolio |
TOWSON, MD |
48,38148.4k
$2.0m |
$2.0m |
0.10% |
Added
+2.4k |
+2,439 |
| 17 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
43,03043.0k
$1.8m |
$1.8m |
0.01% |
Reduced
-252.7k |
-252,721 |
| 18 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
42,51842.5k
$1.7m |
$1.7m |
0.00% |
Reduced
-3.6k |
-3,646 |
| 19 |
KRAEMATON INVESTMENT ADVISORS, INC
1.19% of their portfolio |
BRAINTREE, MA |
38,99139.0k
$1.6m |
$1.6m |
1.19% |
Reduced
-10.6k |
-10,631 |
| 20 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
38,63338.6k
$1.6m |
$1.6m |
0.00% |
Added
+23.7k |
+23,673 |
| 21 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
35,47935.5k
$1.5m |
$1.5m |
0.00% |
New |
|
| 22 |
CreativeOne Wealth, LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
35,43635.4k
$1.5m |
$1.5m |
0.03% |
Added
+10.3k |
+10,304 |
| 23 |
FIDUCIARY FINANCIAL ADVISORS
0.14% of their portfolio |
GRAND RAPIDS, MI |
32,49632.5k
$1.3m |
$1.3m |
0.14% |
New |
|
| 24 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
32,14032.1k
$1.3m |
$1.3m |
0.01% |
Unchanged |
|
| 25 |
Kovack Advisors, Inc.
0.06% of their portfolio |
FT. LAUDERDALE, FL |
28,24428.2k
$1.2m |
$1.2m |
0.06% |
Reduced
-2.1k |
-2,136 |
| 26 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
26,25626.3k
$1.1m |
$1.1m |
0.00% |
Added
+1.6k |
+1,629 |
| 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
26,10626.1k
$1.1m |
$1.1m |
0.00% |
Added
+5.8k |
+5,849 |
| 28 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
26,03326.0k
$121.9k |
$121.9k |
0.00% |
Unchanged |
|
| 29 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
24,82124.8k
$1.0m |
$1.0m |
0.01% |
Unchanged |
|
| 30 |
UPTICK PARTNERS, LLC
0.15% of their portfolio |
NACOGDOCHES, TX |
23,97224.0k
$981.9k |
$981.9k |
0.15% |
Unchanged |
|
| 31 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
23,95924.0k
$981.4k |
$981.4k |
0.00% |
Reduced
-893 |
-893 |
| 32 |
NorthCrest Asset Manangement, LLC
0.02% of their portfolio |
PLYMOUTH, MN |
23,11223.1k
$950.4k |
$950.4k |
0.02% |
Unchanged |
|
| 33 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
19,34919.3k
$792.5k |
$792.5k |
0.01% |
Reduced
-908 |
-908 |
| 34 |
Arax Advisory Partners
0.01% of their portfolio |
NEW YORK, NY |
18,55618.6k
$760.1k |
$760.1k |
0.01% |
Added
+9.3k |
+9,278 |
| 35 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
18,55018.6k
$759.8k |
$759.8k |
0.00% |
Unchanged |
|
| 36 |
Signal Advisors Wealth, LLC
0.04% of their portfolio |
DETROIT, MI |
18,16618.2k
$744.1k |
$744.1k |
0.04% |
New |
|
| 37 |
Gallagher Fiduciary Advisors, LLC
0.02% of their portfolio |
ROLLING MEADOWS, IL |
17,59517.6k
$720.7k |
$720.7k |
0.02% |
Added
+4.8k |
+4,812 |
| 38 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
16,72916.7k
$685.2k |
$685.2k |
0.00% |
Reduced
-1.6m |
-1,581,690 |
| 39 |
Keystone Wealth Services, LLC
0.12% of their portfolio |
PALM DESERT, CA |
16,39816.4k
$671.7k |
$671.7k |
0.12% |
Reduced
-51 |
-51 |
| 40 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
16,11116.1k
$659.9k |
$659.9k |
0.01% |
Reduced
-349 |
-349 |
| 41 |
American Alpha Advisors, LLC
0.38% of their portfolio |
NEW YORK, NY |
15,80915.8k
$647.5k |
$647.5k |
0.38% |
Reduced
-6 |
-6 |
| 42 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
15,20915.2k
$623.0k |
$623.0k |
0.02% |
Reduced
-15.5k |
-15,456 |
| 43 |
Diligent Investors, LLC
0.14% of their portfolio |
REDLANDS, CA |
14,96515.0k
$613.0k |
$613.0k |
0.14% |
Reduced
-235 |
-235 |
| 44 |
Archer Investment Corp
0.06% of their portfolio |
Carmel, IN |
14,77214.8k
$605.1k |
$605.1k |
0.06% |
Reduced
-33.3k |
-33,252 |
| 45 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
14,69514.7k
$601.9k |
$601.9k |
0.00% |
Reduced
-155 |
-155 |
| 46 |
REAP Financial Group, LLC
0.10% of their portfolio |
AUSTIN, TX |
14,53214.5k
$595.2k |
$595.2k |
0.10% |
Reduced
-660 |
-660 |
| 47 |
NWF Advisory Services Inc.
0.06% of their portfolio |
Los Angeles, CA |
14,40014.4k
$589.8k |
$589.8k |
0.06% |
Unchanged |
|
| 48 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
14,10314.1k
$577.7k |
$577.7k |
0.00% |
Added
+12.7k |
+12,700 |
| 49 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
13,96714.0k
$572.1k |
$572.1k |
0.01% |
Added
+250 |
+250 |
| 50 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
13,85213.9k
$567.4k |
$567.4k |
0.01% |
Unchanged |
|
| 51 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
13,28113.3k
$544.0k |
$544.0k |
0.00% |
Reduced
-1.9k |
-1,897 |
| 52 |
VestGen Advisors, LLC
0.02% of their portfolio |
CHICAGO, IL |
13,24813.2k
$542.6k |
$542.6k |
0.02% |
New |
|
| 53 |
VestGen Investment Management
0.27% of their portfolio |
EGG HARBOR TOWNSHIP, NJ |
12,61012.6k
$516.5k |
$516.5k |
0.27% |
New |
|
| 54 |
Mosley Wealth Management
0.16% of their portfolio |
ANAHEIM, CA |
12,52712.5k
$513.1k |
$513.1k |
0.16% |
New |
|
| 55 |
Tanglewood Legacy Advisors, LLC
0.15% of their portfolio |
HOUSTON, TX |
11,34811.3k
$464.8k |
$464.8k |
0.15% |
Reduced
-25 |
-25 |
| 56 |
Synergy Asset Management, LLC
0.04% of their portfolio |
VANCOUVER, WA |
11,09611.1k
$454.5k |
$454.5k |
0.04% |
Added
+2.6k |
+2,563 |
| 57 |
Grantvest Financial Group LLC
0.26% of their portfolio |
MATAWAN, NJ |
10,97511.0k
$449.5k |
$449.5k |
0.26% |
Unchanged |
|
| 58 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
10,77910.8k
$441.5k |
$441.5k |
0.01% |
Unchanged |
|
| 59 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
10,72010.7k
$439.1k |
$439.1k |
0.01% |
Added
+143 |
+143 |
| 60 |
LANARK FINANCIAL, INC.
0.03% of their portfolio |
BIRMINGHAM, AL |
10,60710.6k
$434.5k |
$434.5k |
0.03% |
Unchanged |
|
| 61 |
DHJJ Financial Advisors, Ltd.
0.12% of their portfolio |
NAPERVILLE, IL |
10,45910.5k
$428.4k |
$428.4k |
0.12% |
Reduced
-166 |
-166 |
| 62 |
Advyzon Investment Management, LLC
0.03% of their portfolio |
LISLE, IL |
10,29510.3k
$421.7k |
$421.7k |
0.03% |
Added
+1.2k |
+1,239 |
| 63 |
Kinloch Capital, LLC
0.15% of their portfolio |
GLEN ALLEN, VA |
10,08610.1k
$413.1k |
$413.1k |
0.15% |
Unchanged |
|
| 64 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
9,3649.4k
$383.5k |
$383.5k |
0.01% |
New |
|
| 65 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
9,2159.2k
$377.4k |
$377.4k |
0.01% |
Reduced
-432 |
-432 |
| 66 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
9,1099.1k
$373.1k |
$373.1k |
0.00% |
New |
|
| 67 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
9,1089.1k
$373.1k |
$373.1k |
0.00% |
New |
|
| 68 |
Integrity Financial Corp /WA
0.17% of their portfolio |
JACKSON, WY |
8,4798.5k
$347.3k |
$347.3k |
0.17% |
Reduced
-74 |
-74 |
| 69 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.10% of their portfolio |
WATERLOO, IA |
8,3858.4k
$343.4k |
$343.4k |
0.10% |
Reduced
-356 |
-356 |
| 70 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
7,9628.0k
$326.1k |
$326.1k |
0.01% |
Unchanged |
|
| 71 |
BFI Wealth Solutions, LLC
0.23% of their portfolio |
DALLAS, TX |
7,7157.7k
$316.0k |
$316.0k |
0.23% |
Added
+320 |
+320 |
| 72 |
Elevated Capital Advisors, LLC
0.09% of their portfolio |
SANDY, UT |
7,6807.7k
$314.6k |
$314.6k |
0.09% |
Reduced
-7.5k |
-7,474 |
| 73 |
Noble Wealth Management PBC
0.14% of their portfolio |
GREENWOOD VILLAGE, CO |
7,5357.5k
$308.6k |
$308.6k |
0.14% |
Reduced
-1.2k |
-1,185 |
| 74 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
7,4487.4k
$305.1k |
$305.1k |
0.02% |
Reduced
-13.3k |
-13,262 |
| 75 |
MBL Wealth, LLC
0.02% of their portfolio |
CHARLOTTE, NC |
7,4007.4k
$303.1k |
$303.1k |
0.02% |
Added
+1.0k |
+1,000 |
| 76 |
STEPHENS INC /AR/
0.00% of their portfolio |
LITTLE ROCK, AR |
7,3657.4k
$301.7k |
$301.7k |
0.00% |
Unchanged |
|
| 77 |
Clear Creek Financial Management, LLC
0.02% of their portfolio |
SILVERDALE, WA |
7,2397.2k
$296.5k |
$296.5k |
0.02% |
Reduced
-1.8k |
-1,791 |
| 78 |
BCGM Wealth Management, LLC
0.06% of their portfolio |
LAFAYETTE, IN |
6,6156.6k
$270.9k |
$270.9k |
0.06% |
Unchanged |
|
| 79 |
HOLLENCREST CAPITAL MANAGEMENT
0.02% of their portfolio |
NEWPORT BEACH, CA |
6,5726.6k
$269.2k |
$269.2k |
0.02% |
Unchanged |
|
| 80 |
Summit Financial, LLC
0.00% of their portfolio |
PARSIPPANY, NJ |
6,5526.6k
$268.4k |
$268.4k |
0.00% |
New |
|
| 81 |
LEGACY SOLUTIONS, LLC
0.21% of their portfolio |
KENNETT SQUARE, PA |
6,4506.5k
$264.2k |
$264.2k |
0.21% |
Unchanged |
|
| 82 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
6,4476.4k
$264.1k |
$264.1k |
0.00% |
Unchanged |
|
| 83 |
LM Advisors LLC
0.03% of their portfolio |
SAN DIEGO, CA |
6,2186.2k
$255.0k |
$255.0k |
0.03% |
Added
+6.0k |
+5,981 |
| 84 |
Keating Financial Advisory Services, Inc.
0.03% of their portfolio |
MANHATTAN, KS |
6,0796.1k
$249.0k |
$249.0k |
0.03% |
Reduced
-56 |
-56 |
| 85 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,0476.0k
$247.7k |
$247.7k |
0.02% |
Unchanged |
|
| 86 |
Outlook Wealth Advisors, LLC
0.05% of their portfolio |
SHENANDOAH, TX |
5,9355.9k
$243.1k |
$243.1k |
0.05% |
Reduced
-129.3k |
-129,327 |
| 87 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
5,8805.9k
$240.8k |
$240.8k |
0.00% |
Unchanged |
|
| 88 |
Ignite Planners, LLC
0.03% of their portfolio |
SAN CLEMENTE, CA |
5,5575.6k
$227.6k |
$227.6k |
0.03% |
Reduced
-895 |
-895 |
| 89 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.01% of their portfolio |
CEDAR RAPIDS, IA |
5,3055.3k
$217.3k |
$217.3k |
0.01% |
Unchanged |
|
| 90 |
RFG Advisory, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
5,2525.3k
$215.1k |
$215.1k |
0.00% |
Unchanged |
|
| 91 |
Legacy Capital Wealth Partners, LLC
0.04% of their portfolio |
LITTLE ROCK, AR |
5,2405.2k
$214.6k |
$214.6k |
0.04% |
New |
|
| 92 |
IFG Advisory, LLC
0.01% of their portfolio |
ATLANTA, GA |
5,2165.2k
$213.6k |
$213.6k |
0.01% |
New |
|
| 93 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,8964.9k
$200.5k |
$200.5k |
0.00% |
Added
+1.7k |
+1,717 |
| 94 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
4,3074.3k
$176.4k |
$176.4k |
0.00% |
Unchanged |
|
| 95 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02% of their portfolio |
BLUE BELL, PA |
3,3003.3k
$135.2k |
$135.2k |
0.02% |
Unchanged |
|
| 96 |
AdvisorNet Financial, Inc
0.01% of their portfolio |
MINNETONKA, MN |
3,1273.1k
$128.1k |
$128.1k |
0.01% |
Unchanged |
|
| 97 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
2,5962.6k
$107.0k |
$107.0k |
0.00% |
Unchanged |
|
| 98 |
Benson Wealth Management INC
0.10% of their portfolio |
OOLTEWAH, TN, TN |
2,4912.5k
$102.0k |
$102.0k |
0.10% |
Unchanged |
|
| 99 |
REICON WEALTH ADVISORS, LLC
0.06% of their portfolio |
ATLANTA, GA |
2,3692.4k
$97.0k |
$97.0k |
0.06% |
Reduced
-1.1k |
-1,150 |
| 100 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
1,6791.7k
$68.8k |
$68.8k |
0.00% |
Unchanged |
|