| 1 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
929,189929.2k
$34.2m |
$34.2m |
0.01% |
Added
+474.0k |
+473,971 |
| 2 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
342,558342.6k
$12.6m |
$12.6m |
0.03% |
Reduced
-23.9k |
-23,850 |
| 3 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
316,280316.3k
$11.6m |
$11.6m |
0.02% |
Added
+602 |
+602 |
| 4 |
Steward Partners Investment Advisory, LLC
0.09% of their portfolio |
STAMFORD, CT |
283,604283.6k
$10.4m |
$10.4m |
0.09% |
Added
+266.4k |
+266,404 |
| 5 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
274,014274.0k
$10.1m |
$10.1m |
0.01% |
Added
+38.9k |
+38,898 |
| 6 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
186,467186.5k
$6.9m |
$6.9m |
0.01% |
Added
+2.1k |
+2,148 |
| 7 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
168,648168.6k
$6.2m |
$6.2m |
0.08% |
Reduced
-4.1k |
-4,063 |
| 8 |
Clear Creek Financial Management, LLC
0.56% of their portfolio |
SILVERDALE, WA |
147,444147.4k
$5.4m |
$5.4m |
0.56% |
New |
|
| 9 |
MILESTONE ASSET MANAGEMENT, LLC
0.98% of their portfolio |
PITTSBURGH, PA |
124,706124.7k
$4.6m |
$4.6m |
0.98% |
Added
+423 |
+423 |
| 10 |
ODonnell Financial Services, LLC
1.75% of their portfolio |
SAN RAFAEL, CA |
115,516115.5k
$4.2m |
$4.2m |
1.75% |
Reduced
-2.4k |
-2,356 |
| 11 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
115,375115.4k
$4.2m |
$4.2m |
0.02% |
Added
+26.5k |
+26,472 |
| 12 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
112,578112.6k
$4.1m |
$4.1m |
0.00% |
Added
+27.6k |
+27,616 |
| 13 |
Sunbelt Securities, Inc.
0.31% of their portfolio |
HOUSTON, TX |
93,60893.6k
$3.4m |
$3.4m |
0.31% |
Added
+2.7k |
+2,692 |
| 14 |
Per Stirling Capital Management, LLC.
0.40% of their portfolio |
AUSTIN, TX |
75,75775.8k
$2.8m |
$2.8m |
0.40% |
New |
|
| 15 |
Tanglewood Legacy Advisors, LLC
1.16% of their portfolio |
HOUSTON, TX |
71,70171.7k
$2.6m |
$2.6m |
1.16% |
Added
+14.2k |
+14,167 |
| 16 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
62,85462.9k
$2.3m |
$2.3m |
0.00% |
Added
+28.3k |
+28,320 |
| 17 |
CITY HOLDING CO
0.30% of their portfolio |
CHARLESTON, WV |
57,55757.6k
$2.1m |
$2.1m |
0.30% |
Added
+500 |
+500 |
| 18 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
55,19455.2k
$2.0m |
$2.0m |
0.01% |
Added
+22.0k |
+21,986 |
| 19 |
GRIES FINANCIAL LLC
0.37% of their portfolio |
Cleveland, OH |
51,89251.9k
$1.9m |
$1.9m |
0.37% |
New |
|
| 20 |
AIFG Consultants Ltd.
3.05% of their portfolio |
HALFMOON, NY |
50,28850.3k
$1.8m |
$1.8m |
3.05% |
Reduced
-6.1k |
-6,098 |
| 21 |
Sage Capital Advisors,llc
0.46% of their portfolio |
SIOUX FALLS, SD |
48,20548.2k
$1.8m |
$1.8m |
0.46% |
New |
|
| 22 |
Atria Wealth Solutions, Inc.
0.02% of their portfolio |
NEW YORK, NY |
46,78046.8k
$1.7m |
$1.7m |
0.02% |
Added
+19.6k |
+19,555 |
| 23 |
FOUNDERS FINANCIAL SECURITIES LLC
0.14% of their portfolio |
TOWSON, MD |
45,90145.9k
$1.7m |
$1.7m |
0.14% |
Added
+13.3k |
+13,332 |
| 24 |
REAP Financial Group, LLC
0.38% of their portfolio |
AUSTIN, TX |
42,22742.2k
$1.6m |
$1.6m |
0.38% |
Reduced
-22.7k |
-22,706 |
| 25 |
Bison Wealth, LLC
0.14% of their portfolio |
ATLANTA, GA |
42,18742.2k
$1.6m |
$1.6m |
0.14% |
Reduced
-21.7k |
-21,707 |
| 26 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
39,69239.7k
$1.5m |
$1.5m |
0.00% |
Reduced
-8.2k |
-8,165 |
| 27 |
KICKSTAND VENTURES, LLC.
0.36% of their portfolio |
PITTSFORD, NY |
37,71137.7k
$1.4m |
$1.4m |
0.36% |
New |
|
| 28 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
36,69036.7k
$1.3m |
$1.3m |
0.00% |
Added
+1.8k |
+1,803 |
| 29 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
35,65435.7k
$1.3m |
$1.3m |
0.04% |
Added
+3.9k |
+3,858 |
| 30 |
CreativeOne Wealth, LLC
0.04% of their portfolio |
OVERLAND PARK, KS |
34,03834.0k
$1.3m |
$1.3m |
0.04% |
Added
+3.3k |
+3,314 |
| 31 |
Keystone Wealth Services, LLC
0.33% of their portfolio |
PALM DESERT, CA |
33,49933.5k
$1.2m |
$1.2m |
0.33% |
Added
+7.7k |
+7,692 |
| 32 |
MACROVIEW INVESTMENT MANAGEMENT LLC
1.14% of their portfolio |
BETHESDA, MD |
32,90332.9k
$1.2m |
$1.2m |
1.14% |
Reduced
-60 |
-60 |
| 33 |
Arete Wealth Advisors, LLC
0.09% of their portfolio |
CHICAGO, IL |
32,35032.4k
$1.2m |
$1.2m |
0.09% |
Added
+400 |
+400 |
| 34 |
Orion Portfolio Solutions, LLC
0.01% of their portfolio |
Omaha, NE |
30,14130.1k
$1.1m |
$1.1m |
0.01% |
Added
+15.9k |
+15,883 |
| 35 |
Plotkin Financial Advisors, LLC
0.60% of their portfolio |
CHEVY CHASE, MD |
26,47026.5k
$973.3k |
$973.3k |
0.60% |
New |
|
| 36 |
American Alpha Advisors, LLC
0.85% of their portfolio |
NEW YORK, NY |
26,12126.1k
$960.5k |
$960.5k |
0.85% |
New |
|
| 37 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
24,80624.8k
$912.1k |
$912.1k |
0.01% |
Reduced
-8.3k |
-8,312 |
| 38 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
24,15724.2k
$888.3k |
$888.3k |
0.00% |
New |
|
| 39 |
BRASS TAX WEALTH MANAGEMENT, INC
0.18% of their portfolio |
CINCINNATI, OH |
23,87923.9k
$878.0k |
$878.0k |
0.18% |
Unchanged |
|
| 40 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
22,90022.9k
$842.0k |
$842.0k |
0.03% |
Added
+1.2k |
+1,230 |
| 41 |
Range Financial Group LLC
0.37% of their portfolio |
TIGARD, OR |
22,78722.8k
$837.9k |
$837.9k |
0.37% |
New |
|
| 42 |
Triumph Capital Management
0.28% of their portfolio |
DENVER, CO |
22,45922.5k
$825.8k |
$825.8k |
0.28% |
Added
+9.2k |
+9,161 |
| 43 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
21,27021.3k
$782.1k |
$782.1k |
0.00% |
Added
+14.5k |
+14,466 |
| 44 |
SYNOVUS FINANCIAL CORP
0.01% of their portfolio |
Columbus, GA |
19,60619.6k
$720.9k |
$720.9k |
0.01% |
New |
|
| 45 |
IMG Wealth Management, Inc.
0.64% of their portfolio |
JACKSONVILLE, FL |
19,40419.4k
$713.5k |
$713.5k |
0.64% |
Unchanged |
|
| 46 |
Ignite Planners, LLC
0.14% of their portfolio |
SAN CLEMENTE, CA |
19,23319.2k
$706.9k |
$706.9k |
0.14% |
New |
|
| 47 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
18,72418.7k
$688.5k |
$688.5k |
0.01% |
New |
|
| 48 |
EPG Wealth Management LLC
0.18% of their portfolio |
ATLANTA, GA |
17,20017.2k
$632.4k |
$632.4k |
0.18% |
Added
+500 |
+500 |
| 49 |
Diligent Investors, LLC
0.15% of their portfolio |
REDLANDS, CA |
16,87516.9k
$620.5k |
$620.5k |
0.15% |
New |
|
| 50 |
RFG Advisory, LLC
0.02% of their portfolio |
BIRMINGHAM, AL |
16,80016.8k
$617.7k |
$617.7k |
0.02% |
Added
+197 |
+197 |
| 51 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
16,63016.6k
$611.5k |
$611.5k |
0.01% |
Added
+10.0k |
+9,967 |
| 52 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
15,96316.0k
$587.0k |
$587.0k |
0.00% |
Added
+9.2k |
+9,225 |
| 53 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
15,88315.9k
$584.0k |
$584.0k |
0.01% |
Added
+1.6k |
+1,625 |
| 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
15,86015.9k
$583.2k |
$583.2k |
0.00% |
Reduced
-38.0k |
-38,007 |
| 55 |
Diversify Advisory Services, LLC
0.04% of their portfolio |
SANDY, UT |
15,69015.7k
$574.7k |
$574.7k |
0.04% |
Reduced
-1.0k |
-1,000 |
| 56 |
Bullseye Investment Management, LLC
0.34% of their portfolio |
CINCINNATI, OH |
15,41715.4k
$566.9k |
$566.9k |
0.34% |
Added
+450 |
+450 |
| 57 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
14,90914.9k
$548.0k |
$548.0k |
0.00% |
Added
+8.5k |
+8,481 |
| 58 |
Commonwealth Financial Services, LLC
0.11% of their portfolio |
VIENNA, WV |
14,13414.1k
$519.7k |
$519.7k |
0.11% |
Reduced
-1.9k |
-1,879 |
| 59 |
Avantra Family Wealth, Inc.
0.49% of their portfolio |
MECHANICSBURG, PA |
13,90213.9k
$511.2k |
$511.2k |
0.49% |
Reduced
-27 |
-27 |
| 60 |
Wood Tarver Financial Group, LLC
0.17% of their portfolio |
BOISE, ID |
13,81413.8k
$507.9k |
$507.9k |
0.17% |
Added
+8.5k |
+8,509 |
| 61 |
INDEPENDENT FINANCIAL GROUP, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
12,37412.4k
$455.0k |
$455.0k |
0.02% |
Reduced
-129 |
-129 |
| 62 |
BROWN ADVISORY INC
0.00% of their portfolio |
BALTIMORE, MD |
12,34612.3k
$454.0k |
$454.0k |
0.00% |
New |
|
| 63 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
11,90711.9k
$437.8k |
$437.8k |
0.00% |
Reduced
-11.9k |
-11,907 |
| 64 |
Stratos Wealth Advisors, LLC
0.02% of their portfolio |
BEACHWOOD, OH |
11,59911.6k
$426.5k |
$426.5k |
0.02% |
New |
|
| 65 |
Ifrah Financial Services, Inc.
0.12% of their portfolio |
Little Rock, AR |
11,35111.4k
$417.4k |
$417.4k |
0.12% |
Reduced
-512 |
-512 |
| 66 |
BlueChip Wealth Advisors LLC
0.19% of their portfolio |
Milton, GA |
10,79010.8k
$396.7k |
$396.7k |
0.19% |
Unchanged |
|
| 67 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
10,38910.4k
$382.0k |
$382.0k |
0.01% |
New |
|
| 68 |
TOWNSQUARE CAPITAL LLC
0.00% of their portfolio |
Lehi, UT |
9,4219.4k
$346.4k |
$346.4k |
0.00% |
Added
+860 |
+860 |
| 69 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
9,3349.3k
$341.1k |
$341.1k |
0.01% |
New |
|
| 70 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
8,7148.7k
$320.4k |
$320.4k |
0.00% |
Added
+2.8k |
+2,842 |
| 71 |
Grantvest Financial Group LLC
0.26% of their portfolio |
MATAWAN, NJ |
8,5528.6k
$314.5k |
$314.5k |
0.26% |
Added
+299 |
+299 |
| 72 |
Schulz Wealth, LTD.
0.23% of their portfolio |
MANSFIELD, TX |
8,3378.3k
$306.6k |
$306.6k |
0.23% |
New |
|
| 73 |
Clearstead Advisors, LLC
0.00% of their portfolio |
CLEVELAND, OH |
8,1918.2k
$301.2k |
$301.2k |
0.00% |
New |
|
| 74 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,1888.2k
$301.1k |
$301.1k |
0.01% |
Added
+1.2k |
+1,228 |
| 75 |
INSIGNEO ADVISORY SERVICES, LLC
0.03% of their portfolio |
MIAMI, FL |
8,0508.1k
$296.0k |
$296.0k |
0.03% |
New |
|
| 76 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,9007.9k
$290.5k |
$290.5k |
0.00% |
Unchanged |
|
| 77 |
PKS Advisory Services, LLC
0.08% of their portfolio |
ALBANY, NY |
7,5157.5k
$276.3k |
$276.3k |
0.08% |
New |
|
| 78 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02% of their portfolio |
CEDAR RAPIDS, IA |
7,4777.5k
$274.9k |
$274.9k |
0.02% |
Unchanged |
|
| 79 |
Visionary Wealth Advisors
0.02% of their portfolio |
O'FALLON, IL |
7,4447.4k
$273.7k |
$273.7k |
0.02% |
Unchanged |
|
| 80 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
7,3837.4k
$271.5k |
$271.5k |
0.01% |
Added
+633 |
+633 |
| 81 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
7,3197.3k
$269.1k |
$269.1k |
0.00% |
Reduced
-4.1k |
-4,064 |
| 82 |
Financial Network Wealth Advisors LLC
0.35% of their portfolio |
MURRAY, UT |
7,1817.2k
$264.0k |
$264.0k |
0.35% |
Unchanged |
|
| 83 |
Americana Partners, LLC
0.01% of their portfolio |
Houston, TX |
7,0817.1k
$260.4k |
$260.4k |
0.01% |
Reduced
-438.9k |
-438,865 |
| 84 |
DHJJ Financial Advisors, Ltd.
0.10% of their portfolio |
NAPERVILLE, IL |
6,9026.9k
$253.8k |
$253.8k |
0.10% |
Added
+850 |
+850 |
| 85 |
UPTICK PARTNERS, LLC
0.09% of their portfolio |
NACOGDOCHES, TX |
6,8546.9k
$252.0k |
$252.0k |
0.09% |
New |
|
| 86 |
Mayfair Advisory Group, LLC
0.14% of their portfolio |
BIRMINGHAM, AL |
6,7596.8k
$248.5k |
$248.5k |
0.14% |
Reduced
-1.0k |
-1,000 |
| 87 |
ADAMSBROWN WEALTH CONSULTANTS LLC
0.08% of their portfolio |
WICHITA, KS |
6,6726.7k
$245.3k |
$245.3k |
0.08% |
New |
|
| 88 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,5886.6k
$242.2k |
$242.2k |
0.02% |
Unchanged |
|
| 89 |
Beacon Financial Advisory LLC
0.07% of their portfolio |
CLEVELAND, OH |
6,4556.5k
$237.3k |
$237.3k |
0.07% |
Unchanged |
|
| 90 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
6,3806.4k
$234.6k |
$234.6k |
0.01% |
Unchanged |
|
| 91 |
Sequent Planning LLC
0.08% of their portfolio |
OMAHA, NE |
6,2356.2k
$229.3k |
$229.3k |
0.08% |
Unchanged |
|
| 92 |
FLAGSTAR SECURITIES, INC
0.06% of their portfolio |
New York, NY |
6,2006.2k
$228.0k |
$228.0k |
0.06% |
New |
|
| 93 |
Grant Street Asset Management, Inc.
0.05% of their portfolio |
CANONSBURG, PA |
5,8595.9k
$215.4k |
$215.4k |
0.05% |
Unchanged |
|
| 94 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
5,8175.8k
$214.0k |
$214.0k |
0.02% |
New |
|
| 95 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,7955.8k
$213.1k |
$213.1k |
0.00% |
Reduced
-1.6k |
-1,635 |
| 96 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
5,6475.6k
$209.4k |
$209.4k |
0.01% |
New |
|
| 97 |
Archer Investment Corp
0.05% of their portfolio |
Carmel, IN |
5,5225.5k
$203.1k |
$203.1k |
0.05% |
Added
+4.3k |
+4,280 |
| 98 |
Stonebridge Financial Group, LLC
0.02% of their portfolio |
Wormleysburg, PA |
5,1125.1k
$188.0k |
$188.0k |
0.02% |
Unchanged |
|
| 99 |
ORG Partners LLC
0.04% of their portfolio |
ROANOKE, IN |
4,5004.5k
$165.9k |
$165.9k |
0.04% |
Added
+1.2k |
+1,250 |
| 100 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
3,8083.8k
$140.0k |
$140.0k |
0.01% |
Added
+734 |
+734 |