| 1 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
859,632859.6k
$33.5m |
$33.5m |
0.01% |
Reduced
-69.6k |
-69,557 |
| 2 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
372,569372.6k
$14.5m |
$14.5m |
0.03% |
Added
+30.0k |
+30,011 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
323,608323.6k
$12.6m |
$12.6m |
0.02% |
Added
+49.6k |
+49,594 |
| 4 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
322,938322.9k
$12.6m |
$12.6m |
0.02% |
Added
+6.7k |
+6,658 |
| 5 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
175,530175.5k
$6.8m |
$6.8m |
0.01% |
Reduced
-10.9k |
-10,937 |
| 6 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
167,210167.2k
$6.5m |
$6.5m |
0.08% |
Reduced
-1.4k |
-1,438 |
| 7 |
Clear Creek Financial Management, LLC
0.61% of their portfolio |
SILVERDALE, WA |
163,460163.5k
$6.4m |
$6.4m |
0.61% |
Added
+16.0k |
+16,016 |
| 8 |
Steward Partners Investment Advisory, LLC
0.05% of their portfolio |
STAMFORD, CT |
157,782157.8k
$6.2m |
$6.2m |
0.05% |
Reduced
-125.8k |
-125,822 |
| 9 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
136,371136.4k
$5.3m |
$5.3m |
0.03% |
Added
+21.0k |
+20,996 |
| 10 |
First International Bank of Israel Ltd.
2.99% of their portfolio |
TEL AVIV, L3 |
130,000130.0k
$5.1m |
$5.1m |
2.99% |
First filing |
|
| 11 |
Uniting Wealth Partners, LLC
1.92% of their portfolio |
DENVER, CO |
127,308127.3k
$5.0m |
$5.0m |
1.92% |
New |
|
| 12 |
MILESTONE ASSET MANAGEMENT, LLC
1.05% of their portfolio |
PITTSBURGH, PA |
127,237127.2k
$5.0m |
$5.0m |
1.05% |
Added
+2.5k |
+2,531 |
| 13 |
ODonnell Financial Services, LLC
1.71% of their portfolio |
SAN RAFAEL, CA |
113,961114.0k
$4.4m |
$4.4m |
1.71% |
Reduced
-1.6k |
-1,555 |
| 14 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
105,514105.5k
$4.1m |
$4.1m |
0.00% |
Reduced
-7.1k |
-7,064 |
| 15 |
Sunbelt Securities, Inc.
0.30% of their portfolio |
HOUSTON, TX |
90,91690.9k
$3.4m |
$3.4m |
0.30% |
Reduced
-2.7k |
-2,692 |
| 16 |
SMART Wealth LLC
1.03% of their portfolio |
Omaha, NE |
83,88683.9k
$3.3m |
$3.3m |
1.03% |
New |
|
| 17 |
GRIES FINANCIAL LLC
0.56% of their portfolio |
Cleveland, OH |
78,81978.8k
$3.1m |
$3.1m |
0.56% |
Added
+26.9k |
+26,927 |
| 18 |
Per Stirling Capital Management, LLC.
0.39% of their portfolio |
AUSTIN, TX |
75,84375.8k
$3.0m |
$3.0m |
0.39% |
Added
+86 |
+86 |
| 19 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
73,00073.0k
$2.8m |
$2.8m |
0.00% |
Added
+10.1k |
+10,146 |
| 20 |
Tanglewood Legacy Advisors, LLC
1.13% of their portfolio |
HOUSTON, TX |
70,71470.7k
$2.8m |
$2.8m |
1.13% |
Reduced
-987 |
-987 |
| 21 |
CITY HOLDING CO
0.29% of their portfolio |
CHARLESTON, WV |
57,55757.6k
$2.2m |
$2.2m |
0.29% |
Unchanged |
|
| 22 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
57,11357.1k
$2.2m |
$2.2m |
0.01% |
Added
+1.9k |
+1,919 |
| 23 |
Sage Capital Advisors,llc
0.51% of their portfolio |
SIOUX FALLS, SD |
52,58252.6k
$2.1m |
$2.1m |
0.51% |
Added
+4.4k |
+4,377 |
| 24 |
FOUNDERS FINANCIAL SECURITIES LLC
0.13% of their portfolio |
TOWSON, MD |
45,21745.2k
$1.8m |
$1.8m |
0.13% |
Reduced
-684 |
-684 |
| 25 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
37,41137.4k
$1.5m |
$1.5m |
0.04% |
Added
+1.8k |
+1,757 |
| 26 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
37,20837.2k
$1.5m |
$1.5m |
0.02% |
New |
|
| 27 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
36,69036.7k
$1.4m |
$1.4m |
0.00% |
Unchanged |
|
| 28 |
Chris Bulman Inc
0.79% of their portfolio |
ROSEVILLE, CA |
35,54535.5k
$1.4m |
$1.4m |
0.79% |
New |
|
| 29 |
OLD MISSION CAPITAL LLC
0.04% of their portfolio |
CHICAGO, IL |
35,49835.5k
$1.4m |
$1.4m |
0.04% |
New |
|
| 30 |
CreativeOne Wealth, LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
34,03834.0k
$1.3m |
$1.3m |
0.03% |
Unchanged |
|
| 31 |
Keystone Wealth Services, LLC
0.32% of their portfolio |
PALM DESERT, CA |
33,49933.5k
$1.3m |
$1.3m |
0.32% |
Unchanged |
|
| 32 |
Bison Wealth, LLC
0.10% of their portfolio |
ATLANTA, GA |
33,41433.4k
$1.3m |
$1.3m |
0.10% |
Reduced
-8.8k |
-8,773 |
| 33 |
REAP Financial Group, LLC
0.31% of their portfolio |
AUSTIN, TX |
33,41433.4k
$1.3m |
$1.3m |
0.31% |
Reduced
-8.8k |
-8,813 |
| 34 |
MACROVIEW INVESTMENT MANAGEMENT LLC
1.05% of their portfolio |
BETHESDA, MD |
32,69632.7k
$1.3m |
$1.3m |
1.05% |
Reduced
-207 |
-207 |
| 35 |
Arete Wealth Advisors, LLC
0.09% of their portfolio |
CHICAGO, IL |
30,85030.9k
$1.2m |
$1.2m |
0.09% |
Reduced
-1.5k |
-1,500 |
| 36 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
29,28629.3k
$1.1m |
$1.1m |
0.00% |
Reduced
-10.4k |
-10,406 |
| 37 |
American Alpha Advisors, LLC
0.85% of their portfolio |
NEW YORK, NY |
27,16727.2k
$1.1m |
$1.1m |
0.85% |
Added
+1.0k |
+1,046 |
| 38 |
Plotkin Financial Advisors, LLC
0.55% of their portfolio |
CHEVY CHASE, MD |
25,67925.7k
$1.0m |
$1.0m |
0.55% |
Reduced
-791 |
-791 |
| 39 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
24,65824.7k
$961.4k |
$961.4k |
0.01% |
Reduced
-148 |
-148 |
| 40 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
24,15724.2k
$941.9k |
$941.9k |
0.00% |
Unchanged |
|
| 41 |
BRASS TAX WEALTH MANAGEMENT, INC
0.18% of their portfolio |
CINCINNATI, OH |
23,87923.9k
$931.0k |
$931.0k |
0.18% |
Unchanged |
|
| 42 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
23,63923.6k
$925.8k |
$925.8k |
0.00% |
Added
+2.4k |
+2,369 |
| 43 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
22,90022.9k
$892.9k |
$892.9k |
0.03% |
Unchanged |
|
| 44 |
Range Financial Group LLC
0.31% of their portfolio |
TIGARD, OR |
20,45520.5k
$797.5k |
$797.5k |
0.31% |
Reduced
-2.3k |
-2,332 |
| 45 |
SYNOVUS FINANCIAL CORP
0.01% of their portfolio |
Columbus, GA |
19,60619.6k
$764.4k |
$764.4k |
0.01% |
Unchanged |
|
| 46 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
19,55619.6k
$762.5k |
$762.5k |
0.01% |
Added
+832 |
+832 |
| 47 |
IMG Wealth Management, Inc.
0.59% of their portfolio |
JACKSONVILLE, FL |
19,40419.4k
$756.6k |
$756.6k |
0.59% |
Unchanged |
|
| 48 |
Ignite Planners, LLC
0.12% of their portfolio |
SAN CLEMENTE, CA |
18,08118.1k
$711.1k |
$711.1k |
0.12% |
Reduced
-1.2k |
-1,152 |
| 49 |
BlueChip Wealth Advisors LLC
0.31% of their portfolio |
Milton, GA |
17,74417.7k
$691.8k |
$691.8k |
0.31% |
Added
+7.0k |
+6,954 |
| 50 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
17,24517.2k
$672.4k |
$672.4k |
0.02% |
Added
+6.9k |
+6,856 |
| 51 |
Diligent Investors, LLC
0.16% of their portfolio |
REDLANDS, CA |
16,87516.9k
$658.0k |
$658.0k |
0.16% |
Unchanged |
|
| 52 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
15,74515.7k
$613.9k |
$613.9k |
0.00% |
Reduced
-218 |
-218 |
| 53 |
Triumph Capital Management
0.18% of their portfolio |
DENVER, CO |
15,70615.7k
$612.4k |
$612.4k |
0.18% |
Reduced
-6.8k |
-6,753 |
| 54 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
15,62015.6k
$609.0k |
$609.0k |
0.01% |
Reduced
-263 |
-263 |
| 55 |
Bullseye Investment Management, LLC
0.34% of their portfolio |
CINCINNATI, OH |
15,41715.4k
$566.9k |
$566.9k |
0.34% |
Unchanged |
|
| 56 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
15,15015.2k
$590.7k |
$590.7k |
0.01% |
Added
+8.8k |
+8,770 |
| 57 |
Wood Tarver Financial Group, LLC
0.18% of their portfolio |
BOISE, ID |
15,12615.1k
$589.0k |
$589.0k |
0.18% |
Added
+1.3k |
+1,312 |
| 58 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
14,70414.7k
$573.0k |
$573.0k |
0.00% |
Reduced
-205 |
-205 |
| 59 |
Atria Wealth Solutions, Inc.
0.01% of their portfolio |
NEW YORK, NY |
14,39814.4k
$561.4k |
$561.4k |
0.01% |
Reduced
-32.4k |
-32,382 |
| 60 |
Avantra Family Wealth, Inc.
0.45% of their portfolio |
MECHANICSBURG, PA |
14,10714.1k
$550.0k |
$550.0k |
0.45% |
Added
+205 |
+205 |
| 61 |
Commonwealth Financial Services, LLC
0.10% of their portfolio |
VIENNA, WV |
13,82413.8k
$539.0k |
$539.0k |
0.10% |
Reduced
-310 |
-310 |
| 62 |
BROWN ADVISORY INC
0.00% of their portfolio |
BALTIMORE, MD |
12,34612.3k
$481.4k |
$481.4k |
0.00% |
Unchanged |
|
| 63 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
12,34512.3k
$481.3k |
$481.3k |
0.00% |
Reduced
-3.5k |
-3,515 |
| 64 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
12,27412.3k
$478.6k |
$478.6k |
0.01% |
Reduced
-100 |
-100 |
| 65 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
11,90711.9k
$464.3k |
$464.3k |
0.00% |
Unchanged |
|
| 66 |
Stratos Wealth Advisors, LLC
0.02% of their portfolio |
BEACHWOOD, OH |
11,37411.4k
$443.5k |
$443.5k |
0.02% |
Reduced
-225 |
-225 |
| 67 |
Ifrah Financial Services, Inc.
0.12% of their portfolio |
Little Rock, AR |
11,19111.2k
$436.3k |
$436.3k |
0.12% |
Reduced
-160 |
-160 |
| 68 |
Diversify Advisory Services, LLC
0.02% of their portfolio |
SANDY, UT |
10,69010.7k
$425.8k |
$425.8k |
0.02% |
Reduced
-5.0k |
-5,000 |
| 69 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
9,4279.4k
$367.6k |
$367.6k |
0.01% |
Reduced
-7.4k |
-7,373 |
| 70 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
9,3349.3k
$369.7k |
$369.7k |
0.01% |
Unchanged |
|
| 71 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
8,6618.7k
$337.7k |
$337.7k |
0.00% |
Reduced
-53 |
-53 |
| 72 |
Grantvest Financial Group LLC
0.25% of their portfolio |
MATAWAN, NJ |
8,5528.6k
$333.4k |
$333.4k |
0.25% |
Unchanged |
|
| 73 |
UPTICK PARTNERS, LLC
0.09% of their portfolio |
NACOGDOCHES, TX |
8,3548.4k
$325.7k |
$325.7k |
0.09% |
Added
+1.5k |
+1,500 |
| 74 |
Schulz Wealth, LTD.
0.24% of their portfolio |
MANSFIELD, TX |
8,3378.3k
$325.1k |
$325.1k |
0.24% |
Unchanged |
|
| 75 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
8,1918.2k
$319.4k |
$319.4k |
0.00% |
New |
|
| 76 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,0938.1k
$315.5k |
$315.5k |
0.01% |
Reduced
-95 |
-95 |
| 77 |
INSIGNEO ADVISORY SERVICES, LLC
0.03% of their portfolio |
MIAMI, FL |
8,0508.1k
$313.9k |
$313.9k |
0.03% |
Unchanged |
|
| 78 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
7,9718.0k
$310.8k |
$310.8k |
0.00% |
New |
|
| 79 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
7,9287.9k
$309.1k |
$309.1k |
0.01% |
Added
+7.2k |
+7,150 |
| 80 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,9007.9k
$308.0k |
$308.0k |
0.00% |
Unchanged |
|
| 81 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02% of their portfolio |
CEDAR RAPIDS, IA |
7,4777.5k
$291.5k |
$291.5k |
0.02% |
Unchanged |
|
| 82 |
Visionary Wealth Advisors
0.01% of their portfolio |
O'FALLON, IL |
7,4447.4k
$290.2k |
$290.2k |
0.01% |
Unchanged |
|
| 83 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
7,3837.4k
$287.9k |
$287.9k |
0.01% |
Unchanged |
|
| 84 |
Financial Network Wealth Advisors LLC
0.34% of their portfolio |
MURRAY, UT |
7,1817.2k
$280.0k |
$280.0k |
0.34% |
Unchanged |
|
| 85 |
DHJJ Financial Advisors, Ltd.
0.10% of their portfolio |
NAPERVILLE, IL |
7,0377.0k
$274.4k |
$274.4k |
0.10% |
Added
+135 |
+135 |
| 86 |
PRINCIPAL SECURITIES, INC.
0.01% of their portfolio |
DES MOINES, IA |
6,8736.9k
$268.0k |
$268.0k |
0.01% |
Added
+4.1k |
+4,065 |
| 87 |
Mayfair Advisory Group, LLC
0.13% of their portfolio |
BIRMINGHAM, AL |
6,7596.8k
$268.3k |
$268.3k |
0.13% |
Unchanged |
|
| 88 |
ADAMSBROWN WEALTH CONSULTANTS LLC
0.08% of their portfolio |
WICHITA, KS |
6,6726.7k
$260.1k |
$260.1k |
0.08% |
Unchanged |
|
| 89 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
6,6256.6k
$258.3k |
$258.3k |
0.00% |
New |
|
| 90 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,5886.6k
$256.9k |
$256.9k |
0.02% |
Unchanged |
|
| 91 |
Americana Partners, LLC
0.01% of their portfolio |
Houston, TX |
6,5816.6k
$256.6k |
$256.6k |
0.01% |
Reduced
-500 |
-500 |
| 92 |
Beacon Financial Advisory LLC
0.07% of their portfolio |
CLEVELAND, OH |
6,4556.5k
$251.7k |
$251.7k |
0.07% |
Unchanged |
|
| 93 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
6,3806.4k
$248.8k |
$248.8k |
0.01% |
New |
|
| 94 |
Sequent Planning LLC
0.08% of their portfolio |
OMAHA, NE |
6,2356.2k
$243.1k |
$243.1k |
0.08% |
Unchanged |
|
| 95 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,7955.8k
$225.9k |
$225.9k |
0.00% |
Unchanged |
|
| 96 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
5,7895.8k
$225.7k |
$225.7k |
0.02% |
Reduced
-28 |
-28 |
| 97 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
5,5625.6k
$216.0k |
$216.0k |
0.00% |
New |
|
| 98 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
5,4085.4k
$210.9k |
$210.9k |
0.00% |
Reduced
-11.2k |
-11,222 |
| 99 |
Madrona Financial Services, LLC
0.05% of their portfolio |
EVERETT, WA |
5,3055.3k
$206.8k |
$206.8k |
0.05% |
New |
|
| 100 |
SILVERLAKE WEALTH MANAGEMENT LLC
0.06% of their portfolio |
WILLISTON, VT |
5,2005.2k
$202.7k |
$202.7k |
0.06% |
New |
|