| 1 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
345,745345.7k
$14.4m |
$14.4m |
0.00% |
Reduced
-28.7k |
-28,748 |
| 2 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
260,256260.3k
$10.8m |
$10.8m |
0.01% |
Reduced
-45.4k |
-45,379 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
242,670242.7k
$10.1m |
$10.1m |
0.01% |
Reduced
-30.4k |
-30,413 |
| 4 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
234,520234.5k
$9.7m |
$9.7m |
0.01% |
Reduced
-57.2k |
-57,226 |
| 5 |
First International Bank of Israel Ltd.
2.58% of their portfolio |
TEL AVIV, L3 |
130,000130.0k
$5.4m |
$5.4m |
2.58% |
Unchanged |
|
| 6 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
125,338125.3k
$5.2m |
$5.2m |
0.01% |
Reduced
-13.1k |
-13,077 |
| 7 |
MILESTONE ASSET MANAGEMENT, LLC
0.97% of their portfolio |
PITTSBURGH, PA |
124,426124.4k
$5.2m |
$5.2m |
0.97% |
Added
+6.3k |
+6,309 |
| 8 |
Atria Investments, Inc
0.06% of their portfolio |
Charlotte, NC |
116,794116.8k
$4.9m |
$4.9m |
0.06% |
Reduced
-15.7k |
-15,695 |
| 9 |
ODonnell Financial Services, LLC
1.53% of their portfolio |
SAN RAFAEL, CA |
107,825107.8k
$4.5m |
$4.5m |
1.53% |
Reduced
-1.6k |
-1,596 |
| 10 |
Sunbelt Securities, Inc.
0.29% of their portfolio |
HOUSTON, TX |
106,288106.3k
$4.4m |
$4.4m |
0.29% |
Unchanged |
|
| 11 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
105,496105.5k
$4.4m |
$4.4m |
0.02% |
Reduced
-3.5k |
-3,501 |
| 12 |
Clear Creek Financial Management, LLC
0.36% of their portfolio |
SILVERDALE, WA |
105,019105.0k
$4.4m |
$4.4m |
0.36% |
Reduced
-22.4k |
-22,358 |
| 13 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
99,73099.7k
$4.1m |
$4.1m |
0.00% |
Added
+10.9k |
+10,890 |
| 14 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
82,22282.2k
$3.4m |
$3.4m |
0.00% |
Reduced
-12.7k |
-12,690 |
| 15 |
Per Stirling Capital Management, LLC.
0.35% of their portfolio |
AUSTIN, TX |
74,75874.8k
$3.1m |
$3.1m |
0.35% |
Reduced
-792 |
-792 |
| 16 |
Tanglewood Legacy Advisors, LLC
1.06% of their portfolio |
HOUSTON, TX |
67,97168.0k
$2.8m |
$2.8m |
1.06% |
Unchanged |
|
| 17 |
SMART Wealth LLC
0.81% of their portfolio |
Omaha, NE |
64,06564.1k
$2.7m |
$2.7m |
0.81% |
Reduced
-6.8k |
-6,831 |
| 18 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
53,14853.1k
$2.2m |
$2.2m |
0.01% |
Reduced
-1.1k |
-1,094 |
| 19 |
FOUNDERS FINANCIAL SECURITIES LLC
0.13% of their portfolio |
TOWSON, MD |
52,18552.2k
$2.2m |
$2.2m |
0.13% |
Added
+3.4k |
+3,418 |
| 20 |
CITY HOLDING CO
0.25% of their portfolio |
CHARLESTON, WV |
48,30748.3k
$2.0m |
$2.0m |
0.25% |
Unchanged |
|
| 21 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
38,89738.9k
$1.6m |
$1.6m |
0.00% |
Reduced
-253 |
-253 |
| 22 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
37,46337.5k
$1.6m |
$1.6m |
0.03% |
Added
+14.6k |
+14,563 |
| 23 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
36,25336.3k
$1.5m |
$1.5m |
0.02% |
Reduced
-235 |
-235 |
| 24 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
35,77535.8k
$1.5m |
$1.5m |
0.02% |
Reduced
-1.4k |
-1,400 |
| 25 |
Chris Bulman Inc
0.64% of their portfolio |
ROSEVILLE, CA |
35,05635.1k
$1.5m |
$1.5m |
0.64% |
Added
+474 |
+474 |
| 26 |
American Alpha Advisors, LLC
0.86% of their portfolio |
NEW YORK, NY |
32,77132.8k
$1.4m |
$1.4m |
0.86% |
Added
+2.3k |
+2,332 |
| 27 |
CreativeOne Wealth, LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
32,54532.5k
$1.4m |
$1.4m |
0.03% |
Unchanged |
|
| 28 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
31,62731.6k
$1.3m |
$1.3m |
0.03% |
Reduced
-5.7k |
-5,677 |
| 29 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
28,09228.1k
$1.2m |
$1.2m |
0.01% |
Reduced
-3.6k |
-3,561 |
| 30 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
27,69427.7k
$1.2m |
$1.2m |
0.00% |
Reduced
-16 |
-16 |
| 31 |
Arete Wealth Advisors, LLC
0.07% of their portfolio |
CHICAGO, IL |
25,85025.9k
$1.1m |
$1.1m |
0.07% |
Reduced
-3.0k |
-3,000 |
| 32 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
23,59923.6k
$980.1k |
$980.1k |
0.01% |
New |
|
| 33 |
IMC-Chicago, LLC
0.02% of their portfolio |
CHICAGO, IL |
23,46223.5k
$974.4k |
$974.4k |
0.02% |
New |
|
| 34 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
23,15723.2k
$961.7k |
$961.7k |
0.00% |
Reduced
-1.0k |
-1,000 |
| 35 |
Plotkin Financial Advisors, LLC
0.46% of their portfolio |
CHEVY CHASE, MD |
22,52722.5k
$935.5k |
$935.5k |
0.46% |
Reduced
-2.8k |
-2,757 |
| 36 |
Wood Tarver Financial Group, LLC
0.23% of their portfolio |
BOISE, ID |
20,05920.1k
$833.0k |
$833.0k |
0.23% |
Reduced
-83 |
-83 |
| 37 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
20,05420.1k
$837.0k |
$837.0k |
0.00% |
Reduced
-320 |
-320 |
| 38 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
19,92519.9k
$827.5k |
$827.5k |
0.00% |
Reduced
-4.7k |
-4,733 |
| 39 |
Pinnacle Financial Partners, Inc.
0.01% of their portfolio |
ATLANTA, GA |
19,60619.6k
$814.2k |
$814.2k |
0.01% |
First filing |
|
| 40 |
Triumph Capital Management
0.18% of their portfolio |
DENVER, CO |
19,59519.6k
$813.8k |
$813.8k |
0.18% |
Added
+2.2k |
+2,183 |
| 41 |
IMG Wealth Management, Inc.
0.51% of their portfolio |
JACKSONVILLE, FL |
19,38819.4k
$805.2k |
$805.2k |
0.51% |
Unchanged |
|
| 42 |
Diligent Investors, LLC
0.17% of their portfolio |
REDLANDS, CA |
16,32516.3k
$678.0k |
$678.0k |
0.17% |
Reduced
-500 |
-500 |
| 43 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
15,00015.0k
$622.9k |
$622.9k |
0.01% |
Unchanged |
|
| 44 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
14,97015.0k
$621.7k |
$621.7k |
0.00% |
Reduced
-353 |
-353 |
| 45 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
14,89314.9k
$618.5k |
$618.5k |
0.00% |
Added
+18 |
+18 |
| 46 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
14,07514.1k
$584.5k |
$584.5k |
0.01% |
Unchanged |
|
| 47 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
13,86813.9k
$575.9k |
$575.9k |
0.00% |
Unchanged |
|
| 48 |
Range Financial Group LLC
0.19% of their portfolio |
TIGARD, OR |
13,10113.1k
$544.1k |
$544.1k |
0.19% |
Reduced
-6.4k |
-6,354 |
| 49 |
Commonwealth Financial Services, LLC
0.09% of their portfolio |
VIENNA, WV |
12,72112.7k
$528.3k |
$528.3k |
0.09% |
Unchanged |
|
| 50 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
12,10212.1k
$502.0k |
$502.0k |
0.00% |
Reduced
-8.8k |
-8,816 |
| 51 |
BROWN ADVISORY INC
0.00% of their portfolio |
BALTIMORE, MD |
11,86511.9k
$492.8k |
$492.8k |
0.00% |
Reduced
-481 |
-481 |
| 52 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
11,62011.6k
$482.6k |
$482.6k |
0.00% |
New |
|
| 53 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
10,88510.9k
$452.1k |
$452.1k |
0.00% |
New |
|
| 54 |
Ifrah Financial Services, Inc.
0.12% of their portfolio |
Little Rock, AR |
10,85510.9k
$450.8k |
$450.8k |
0.12% |
Reduced
-246 |
-246 |
| 55 |
Diversify Advisory Services, LLC
0.01% of their portfolio |
SANDY, UT |
10,69010.7k
$447.1k |
$447.1k |
0.01% |
Unchanged |
|
| 56 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
10,29610.3k
$427.6k |
$427.6k |
0.00% |
Reduced
-10.6k |
-10,582 |
| 57 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
9,3349.3k
$387.6k |
$387.6k |
0.01% |
Unchanged |
|
| 58 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
8,8558.9k
$367.7k |
$367.7k |
0.01% |
Unchanged |
|
| 59 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
8,7198.7k
$362.1k |
$362.1k |
0.01% |
Added
+393 |
+393 |
| 60 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
8,5968.6k
$357.0k |
$357.0k |
0.00% |
Reduced
-8.7k |
-8,714 |
| 61 |
Schulz Wealth, LTD.
0.22% of their portfolio |
MANSFIELD, TX |
8,3378.3k
$346.2k |
$346.2k |
0.22% |
Unchanged |
|
| 62 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
8,1918.2k
$340.2k |
$340.2k |
0.00% |
Unchanged |
|
| 63 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,9007.9k
$328.1k |
$328.1k |
0.00% |
Unchanged |
|
| 64 |
BFI Wealth Solutions, LLC
0.30% of their portfolio |
DALLAS, TX |
7,4987.5k
$311.4k |
$311.4k |
0.30% |
First filing |
|
| 65 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
7,3837.4k
$306.6k |
$306.6k |
0.01% |
Unchanged |
|
| 66 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02% of their portfolio |
CEDAR RAPIDS, IA |
7,3607.4k
$305.7k |
$305.7k |
0.02% |
Reduced
-117 |
-117 |
| 67 |
INSIGNEO ADVISORY SERVICES, LLC
0.02% of their portfolio |
MIAMI, FL |
7,3507.3k
$305.2k |
$305.2k |
0.02% |
Unchanged |
|
| 68 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
7,2287.2k
$300.2k |
$300.2k |
0.00% |
Unchanged |
|
| 69 |
Financial Network Wealth Advisors LLC
0.31% of their portfolio |
MURRAY, UT |
7,1817.2k
$298.2k |
$298.2k |
0.31% |
Unchanged |
|
| 70 |
UPTICK PARTNERS, LLC
0.06% of their portfolio |
NACOGDOCHES, TX |
7,1507.2k
$296.9k |
$296.9k |
0.06% |
Reduced
-1.2k |
-1,204 |
| 71 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
6,9186.9k
$287.3k |
$287.3k |
0.00% |
Added
+45 |
+45 |
| 72 |
DHJJ Financial Advisors, Ltd.
0.10% of their portfolio |
NAPERVILLE, IL |
6,9026.9k
$286.6k |
$286.6k |
0.10% |
Reduced
-135 |
-135 |
| 73 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
6,8596.9k
$284.9k |
$284.9k |
0.00% |
Reduced
-260 |
-260 |
| 74 |
Mayfair Advisory Group, LLC
0.11% of their portfolio |
BIRMINGHAM, AL |
6,7596.8k
$281.1k |
$281.1k |
0.11% |
Unchanged |
|
| 75 |
ADAMSBROWN WEALTH CONSULTANTS LLC
0.08% of their portfolio |
WICHITA, KS |
6,6726.7k
$277.1k |
$277.1k |
0.08% |
Unchanged |
|
| 76 |
Beacon Financial Advisory LLC
0.06% of their portfolio |
CLEVELAND, OH |
6,4556.5k
$268.1k |
$268.1k |
0.06% |
Unchanged |
|
| 77 |
Sequent Planning LLC
0.07% of their portfolio |
OMAHA, NE |
6,2356.2k
$258.9k |
$258.9k |
0.07% |
Unchanged |
|
| 78 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,1986.2k
$257.4k |
$257.4k |
0.02% |
Unchanged |
|
| 79 |
Keating Financial Advisory Services, Inc.
0.03% of their portfolio |
MANHATTAN, KS |
5,8925.9k
$244.7k |
$244.7k |
0.03% |
First filing |
|
| 80 |
REAP Financial Group, LLC
0.05% of their portfolio |
AUSTIN, TX |
5,6225.6k
$233.5k |
$233.5k |
0.05% |
Reduced
-28.1k |
-28,074 |
| 81 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
5,4895.5k
$228.0k |
$228.0k |
0.01% |
Reduced
-300 |
-300 |
| 82 |
PKS Advisory Services, LLC
0.05% of their portfolio |
ALBANY, NY |
5,4145.4k
$224.8k |
$224.8k |
0.05% |
Reduced
-1.7k |
-1,705 |
| 83 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
5,4025.4k
$224.3k |
$224.3k |
0.01% |
Reduced
-28 |
-28 |
| 84 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
5,3485.3k
$222.1k |
$222.1k |
0.00% |
Added
+219 |
+219 |
| 85 |
Grantvest Financial Group LLC
0.14% of their portfolio |
MATAWAN, NJ |
5,2265.2k
$217.0k |
$217.0k |
0.14% |
Reduced
-2.3k |
-2,288 |
| 86 |
SILVERLAKE WEALTH MANAGEMENT LLC
0.05% of their portfolio |
WILLISTON, VT |
5,2005.2k
$216.0k |
$216.0k |
0.05% |
Unchanged |
|
| 87 |
NWF Advisory Services Inc.
0.02% of their portfolio |
Los Angeles, CA |
4,8504.8k
$201.4k |
$201.4k |
0.02% |
Reduced
-1.1k |
-1,100 |
| 88 |
Valtinson Bruner Financial Planning LLC
0.06% of their portfolio |
NEW BRIGHTON, MN |
4,8314.8k
$200.6k |
$200.6k |
0.06% |
New |
|
| 89 |
Sovran Advisors, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
4,8294.8k
$201.8k |
$201.8k |
0.02% |
New |
|
| 90 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
3,7083.7k
$154.0k |
$154.0k |
0.01% |
Unchanged |
|
| 91 |
Benson Wealth Management INC
0.13% of their portfolio |
OOLTEWAH, TN, TN |
2,7882.8k
$115.8k |
$115.8k |
0.13% |
First filing |
|
| 92 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
2,5742.6k
$106.9k |
$106.9k |
0.00% |
Reduced
-2.4k |
-2,384 |
| 93 |
CX Institutional
0.00% of their portfolio |
AUBURN, IN |
2,2862.3k
$95.0k |
$95.0k |
0.00% |
New |
|
| 94 |
EVOLUTION WEALTH MANAGEMENT INC.
0.08% of their portfolio |
FORT MYERS, FL |
2,2532.3k
$93.6k |
$93.6k |
0.08% |
Unchanged |
|
| 95 |
Integrity Financial Corp /WA
0.04% of their portfolio |
JACKSON, WY |
2,1212.1k
$88.1k |
$88.1k |
0.04% |
Reduced
-294 |
-294 |
| 96 |
Signature Equity Partners, LLC
0.04% of their portfolio |
COLUMBUS, OH |
1,8401.8k
$76.4k |
$76.4k |
0.04% |
First filing |
|
| 97 |
Murphy & Mullick Capital Management Corp
0.05% of their portfolio |
SMITHTOWN, NY |
1,7501.8k
$72.7k |
$72.7k |
0.05% |
Unchanged |
|
| 98 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
1,7291.7k
$72.0k |
$72.0k |
0.00% |
Unchanged |
|
| 99 |
Archer Investment Corp
0.01% of their portfolio |
Carmel, IN |
1,4291.4k
$59.4k |
$59.4k |
0.01% |
Unchanged |
|
| 100 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
1,1001.1k
$45.7k |
$45.7k |
0.00% |
New |
|