| 1 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
374,493374.5k
$15.2m |
$15.2m |
0.00% |
Reduced
-485.1k |
-485,139 |
| 2 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
305,635305.6k
$12.4m |
$12.4m |
0.01% |
Reduced
-17.3k |
-17,303 |
| 3 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
291,746291.7k
$11.7m |
$11.7m |
0.02% |
Reduced
-80.8k |
-80,823 |
| 4 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
273,083273.1k
$11.1m |
$11.1m |
0.01% |
Reduced
-50.5k |
-50,525 |
| 5 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
138,415138.4k
$5.6m |
$5.6m |
0.01% |
Reduced
-37.1k |
-37,115 |
| 6 |
Atria Investments, Inc
0.06% of their portfolio |
Charlotte, NC |
132,489132.5k
$5.4m |
$5.4m |
0.06% |
Reduced
-34.7k |
-34,721 |
| 7 |
Uniting Wealth Partners, LLC
1.25% of their portfolio |
DENVER, CO |
131,037131.0k
$5.3m |
$5.3m |
1.25% |
Added
+3.7k |
+3,729 |
| 8 |
First International Bank of Israel Ltd.
2.99% of their portfolio |
TEL AVIV, L3 |
130,000130.0k
$5.3m |
$5.3m |
2.99% |
Unchanged |
|
| 9 |
Clear Creek Financial Management, LLC
0.45% of their portfolio |
SILVERDALE, WA |
127,377127.4k
$5.2m |
$5.2m |
0.45% |
Reduced
-36.1k |
-36,083 |
| 10 |
MILESTONE ASSET MANAGEMENT, LLC
0.91% of their portfolio |
PITTSBURGH, PA |
118,117118.1k
$4.8m |
$4.8m |
0.91% |
Reduced
-9.1k |
-9,120 |
| 11 |
ODonnell Financial Services, LLC
1.58% of their portfolio |
SAN RAFAEL, CA |
109,421109.4k
$4.4m |
$4.4m |
1.58% |
Reduced
-4.5k |
-4,540 |
| 12 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
108,997109.0k
$4.4m |
$4.4m |
0.02% |
Reduced
-27.4k |
-27,374 |
| 13 |
Sunbelt Securities, Inc.
0.30% of their portfolio |
HOUSTON, TX |
106,288106.3k
$4.3m |
$4.3m |
0.30% |
Added
+15.4k |
+15,372 |
| 14 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
94,91294.9k
$3.9m |
$3.9m |
0.00% |
Reduced
-10.6k |
-10,602 |
| 15 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
88,84088.8k
$3.6m |
$3.6m |
0.00% |
Added
+15.8k |
+15,840 |
| 16 |
Per Stirling Capital Management, LLC.
0.37% of their portfolio |
AUSTIN, TX |
75,55075.5k
$3.1m |
$3.1m |
0.37% |
Reduced
-293 |
-293 |
| 17 |
SMART Wealth LLC
1.08% of their portfolio |
Omaha, NE |
70,89670.9k
$2.9m |
$2.9m |
1.08% |
Reduced
-13.0k |
-12,990 |
| 18 |
Tanglewood Legacy Advisors, LLC
1.07% of their portfolio |
HOUSTON, TX |
67,97168.0k
$2.8m |
$2.8m |
1.07% |
Reduced
-2.7k |
-2,743 |
| 19 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
54,24254.2k
$2.2m |
$2.2m |
0.01% |
Reduced
-2.9k |
-2,871 |
| 20 |
FOUNDERS FINANCIAL SECURITIES LLC
0.13% of their portfolio |
TOWSON, MD |
48,76748.8k
$2.0m |
$2.0m |
0.13% |
Added
+3.5k |
+3,550 |
| 21 |
CITY HOLDING CO
0.25% of their portfolio |
CHARLESTON, WV |
48,30748.3k
$2.0m |
$2.0m |
0.25% |
Reduced
-9.2k |
-9,250 |
| 22 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
39,15039.1k
$1.6m |
$1.6m |
0.00% |
Added
+2.5k |
+2,460 |
| 23 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
37,30437.3k
$1.5m |
$1.5m |
0.03% |
Reduced
-107 |
-107 |
| 24 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
37,17537.2k
$1.5m |
$1.5m |
0.02% |
Added
+29.2k |
+29,247 |
| 25 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
36,48836.5k
$1.5m |
$1.5m |
0.02% |
Reduced
-720 |
-720 |
| 26 |
Chris Bulman Inc
0.70% of their portfolio |
ROSEVILLE, CA |
34,58234.6k
$1.4m |
$1.4m |
0.70% |
Reduced
-963 |
-963 |
| 27 |
REAP Financial Group, LLC
0.30% of their portfolio |
AUSTIN, TX |
33,69633.7k
$1.4m |
$1.4m |
0.30% |
Added
+282 |
+282 |
| 28 |
Keystone Wealth Services, LLC
0.30% of their portfolio |
PALM DESERT, CA |
33,49933.5k
$1.4m |
$1.4m |
0.30% |
Unchanged |
|
| 29 |
MACROVIEW INVESTMENT MANAGEMENT LLC
0.99% of their portfolio |
BETHESDA, MD |
32,65332.7k
$1.3m |
$1.3m |
0.99% |
Reduced
-43 |
-43 |
| 30 |
CreativeOne Wealth, LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
32,54532.5k
$1.3m |
$1.3m |
0.03% |
Reduced
-1.5k |
-1,493 |
| 31 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
31,65331.7k
$1.3m |
$1.3m |
0.01% |
Reduced
-126.1k |
-126,129 |
| 32 |
American Alpha Advisors, LLC
0.89% of their portfolio |
NEW YORK, NY |
30,43930.4k
$1.2m |
$1.2m |
0.89% |
Added
+3.3k |
+3,272 |
| 33 |
Arete Wealth Advisors, LLC
0.07% of their portfolio |
CHICAGO, IL |
28,85028.9k
$1.2m |
$1.2m |
0.07% |
Reduced
-2.0k |
-2,000 |
| 34 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
27,71027.7k
$1.1m |
$1.1m |
0.00% |
Reduced
-1.6k |
-1,576 |
| 35 |
Plotkin Financial Advisors, LLC
0.51% of their portfolio |
CHEVY CHASE, MD |
25,28425.3k
$1.0m |
$1.0m |
0.51% |
Reduced
-395 |
-395 |
| 36 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
24,65824.7k
$1.0m |
$1.0m |
0.01% |
Unchanged |
|
| 37 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
24,15724.2k
$980.0k |
$980.0k |
0.00% |
Unchanged |
|
| 38 |
BRASS TAX WEALTH MANAGEMENT, INC
0.16% of their portfolio |
CINCINNATI, OH |
23,87923.9k
$968.8k |
$968.8k |
0.16% |
Unchanged |
|
| 39 |
Arkadios Wealth Advisors
0.02% of their portfolio |
ATLANTA, GA |
22,90022.9k
$929.1k |
$929.1k |
0.02% |
Unchanged |
|
| 40 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
20,91820.9k
$848.0k |
$848.0k |
0.00% |
Added
+15.4k |
+15,356 |
| 41 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
20,87820.9k
$847.0k |
$847.0k |
0.00% |
New |
|
| 42 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
20,37420.4k
$827.2k |
$827.2k |
0.00% |
Reduced
-3.3k |
-3,265 |
| 43 |
Wood Tarver Financial Group, LLC
0.24% of their portfolio |
BOISE, ID |
20,14220.1k
$817.0k |
$817.0k |
0.24% |
Added
+5.0k |
+5,016 |
| 44 |
SYNOVUS FINANCIAL CORP
0.01% of their portfolio |
Columbus, GA |
19,60619.6k
$795.4k |
$795.4k |
0.01% |
Unchanged |
|
| 45 |
Range Financial Group LLC
0.29% of their portfolio |
TIGARD, OR |
19,45519.5k
$789.3k |
$789.3k |
0.29% |
Reduced
-1.0k |
-1,000 |
| 46 |
IMG Wealth Management, Inc.
0.53% of their portfolio |
JACKSONVILLE, FL |
19,38819.4k
$786.6k |
$786.6k |
0.53% |
Reduced
-16 |
-16 |
| 47 |
Ignite Planners, LLC
0.12% of their portfolio |
SAN CLEMENTE, CA |
17,65617.7k
$716.3k |
$716.3k |
0.12% |
Reduced
-425 |
-425 |
| 48 |
Triumph Capital Management
0.19% of their portfolio |
DENVER, CO |
17,41217.4k
$706.4k |
$706.4k |
0.19% |
Added
+1.7k |
+1,706 |
| 49 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
17,31017.3k
$669.2k |
$669.2k |
0.00% |
Added
+8.6k |
+8,649 |
| 50 |
Diligent Investors, LLC
0.17% of their portfolio |
REDLANDS, CA |
16,82516.8k
$682.6k |
$682.6k |
0.17% |
Reduced
-50 |
-50 |
| 51 |
Bullseye Investment Management, LLC
0.34% of their portfolio |
CINCINNATI, OH |
15,41715.4k
$566.9k |
$566.9k |
0.34% |
Unchanged |
|
| 52 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
15,32315.3k
$621.7k |
$621.7k |
0.00% |
Reduced
-297 |
-297 |
| 53 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
15,00015.0k
$608.5k |
$608.5k |
0.01% |
Reduced
-150 |
-150 |
| 54 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
14,87514.9k
$603.5k |
$603.5k |
0.00% |
Reduced
-870 |
-870 |
| 55 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
14,07514.1k
$571.0k |
$571.0k |
0.01% |
Reduced
-3.2k |
-3,170 |
| 56 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
13,86813.9k
$562.6k |
$562.6k |
0.00% |
Reduced
-836 |
-836 |
| 57 |
Commonwealth Financial Services, LLC
0.09% of their portfolio |
VIENNA, WV |
12,72112.7k
$516.1k |
$516.1k |
0.09% |
Reduced
-1.1k |
-1,103 |
| 58 |
BROWN ADVISORY INC
0.00% of their portfolio |
BALTIMORE, MD |
12,34612.3k
$500.9k |
$500.9k |
0.00% |
Unchanged |
|
| 59 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
11,90711.9k
$483.1k |
$483.1k |
0.00% |
Unchanged |
|
| 60 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
11,51211.5k
$467.0k |
$467.0k |
0.02% |
Reduced
-24.0k |
-23,986 |
| 61 |
Ifrah Financial Services, Inc.
0.12% of their portfolio |
Little Rock, AR |
11,10111.1k
$450.4k |
$450.4k |
0.12% |
Reduced
-90 |
-90 |
| 62 |
Diversify Advisory Services, LLC
0.01% of their portfolio |
SANDY, UT |
10,69010.7k
$437.4k |
$437.4k |
0.01% |
Unchanged |
|
| 63 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
9,3349.3k
$380.5k |
$380.5k |
0.01% |
Unchanged |
|
| 64 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
8,8558.9k
$359.2k |
$359.2k |
0.01% |
Reduced
-572 |
-572 |
| 65 |
UPTICK PARTNERS, LLC
0.09% of their portfolio |
NACOGDOCHES, TX |
8,3548.4k
$338.9k |
$338.9k |
0.09% |
Unchanged |
|
| 66 |
Schulz Wealth, LTD.
0.22% of their portfolio |
MANSFIELD, TX |
8,3378.3k
$338.2k |
$338.2k |
0.22% |
Unchanged |
|
| 67 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,3268.3k
$337.8k |
$337.8k |
0.01% |
Added
+233 |
+233 |
| 68 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
8,1918.2k
$332.3k |
$332.3k |
0.00% |
Unchanged |
|
| 69 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,9007.9k
$320.5k |
$320.5k |
0.00% |
Unchanged |
|
| 70 |
Grantvest Financial Group LLC
0.21% of their portfolio |
MATAWAN, NJ |
7,5147.5k
$304.8k |
$304.8k |
0.21% |
Reduced
-1.0k |
-1,038 |
| 71 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02% of their portfolio |
CEDAR RAPIDS, IA |
7,4777.5k
$303.3k |
$303.3k |
0.02% |
Unchanged |
|
| 72 |
Visionary Wealth Advisors
0.01% of their portfolio |
O'FALLON, IL |
7,4447.4k
$302.0k |
$302.0k |
0.01% |
Unchanged |
|
| 73 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
7,3837.4k
$299.5k |
$299.5k |
0.01% |
Unchanged |
|
| 74 |
INSIGNEO ADVISORY SERVICES, LLC
0.02% of their portfolio |
MIAMI, FL |
7,3507.3k
$298.2k |
$298.2k |
0.02% |
Reduced
-700 |
-700 |
| 75 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
7,2287.2k
$293.2k |
$293.2k |
0.01% |
New |
|
| 76 |
Financial Network Wealth Advisors LLC
0.32% of their portfolio |
MURRAY, UT |
7,1817.2k
$291.3k |
$291.3k |
0.32% |
Unchanged |
|
| 77 |
PKS Advisory Services, LLC
0.07% of their portfolio |
ALBANY, NY |
7,1197.1k
$288.8k |
$288.8k |
0.07% |
New |
|
| 78 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
7,1197.1k
$288.8k |
$288.8k |
0.00% |
Added
+494 |
+494 |
| 79 |
DHJJ Financial Advisors, Ltd.
0.10% of their portfolio |
NAPERVILLE, IL |
7,0377.0k
$285.5k |
$285.5k |
0.10% |
Unchanged |
|
| 80 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
6,8736.9k
$278.8k |
$278.8k |
0.00% |
Unchanged |
|
| 81 |
Mayfair Advisory Group, LLC
0.12% of their portfolio |
BIRMINGHAM, AL |
6,7596.8k
$274.2k |
$274.2k |
0.12% |
Unchanged |
|
| 82 |
ADAMSBROWN WEALTH CONSULTANTS LLC
0.07% of their portfolio |
WICHITA, KS |
6,6726.7k
$270.7k |
$270.7k |
0.07% |
Unchanged |
|
| 83 |
Americana Partners, LLC
0.01% of their portfolio |
Houston, TX |
6,5816.6k
$267.0k |
$267.0k |
0.01% |
Unchanged |
|
| 84 |
Beacon Financial Advisory LLC
0.06% of their portfolio |
CLEVELAND, OH |
6,4556.5k
$261.9k |
$261.9k |
0.06% |
Unchanged |
|
| 85 |
Sequent Planning LLC
0.07% of their portfolio |
OMAHA, NE |
6,2356.2k
$253.0k |
$253.0k |
0.07% |
Unchanged |
|
| 86 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,1986.2k
$251.5k |
$251.5k |
0.02% |
Reduced
-390 |
-390 |
| 87 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
6,1076.1k
$248.0k |
$248.0k |
0.00% |
Added
+2.9k |
+2,917 |
| 88 |
NWF Advisory Services Inc.
0.03% of their portfolio |
Los Angeles, CA |
5,9506.0k
$241.4k |
$241.4k |
0.03% |
New |
|
| 89 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,7955.8k
$235.1k |
$235.1k |
0.00% |
Unchanged |
|
| 90 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
5,7895.8k
$234.9k |
$234.9k |
0.01% |
Unchanged |
|
| 91 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
5,4305.4k
$220.3k |
$220.3k |
0.01% |
Reduced
-950 |
-950 |
| 92 |
Madrona Financial Services, LLC
0.05% of their portfolio |
EVERETT, WA |
5,3055.3k
$215.2k |
$215.2k |
0.05% |
Unchanged |
|
| 93 |
SILVERLAKE WEALTH MANAGEMENT LLC
0.05% of their portfolio |
WILLISTON, VT |
5,2005.2k
$211.0k |
$211.0k |
0.05% |
Unchanged |
|
| 94 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
5,1295.1k
$208.1k |
$208.1k |
0.00% |
Reduced
-279 |
-279 |
| 95 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,9585.0k
$201.1k |
$201.1k |
0.00% |
Added
+3.3k |
+3,251 |
| 96 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
3,7083.7k
$150.0k |
$150.0k |
0.01% |
Unchanged |
|
| 97 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
2,9603.0k
$120.1k |
$120.1k |
0.01% |
Added
+1.1k |
+1,148 |
| 98 |
JNBA Financial Advisors
0.01% of their portfolio |
BLOOMINGTON, MN |
2,6042.6k
$105.6k |
$105.6k |
0.01% |
New |
|
| 99 |
Integrity Financial Corp /WA
0.05% of their portfolio |
JACKSON, WY |
2,4152.4k
$98.0k |
$98.0k |
0.05% |
Unchanged |
|
| 100 |
EVOLUTION WEALTH MANAGEMENT INC.
0.09% of their portfolio |
FORT MYERS, FL |
2,2532.3k
$91.4k |
$91.4k |
0.09% |
Unchanged |
|