| 1 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
435,657435.7k
$19.2m |
$19.2m |
0.02% |
Added
+117.0k |
+117,017 |
| 2 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
413,611413.6k
$18.2m |
$18.2m |
0.00% |
Reduced
-79.8k |
-79,778 |
| 3 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
294,578294.6k
$13.0m |
$13.0m |
0.01% |
Added
+1.2k |
+1,178 |
| 4 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
251,531251.5k
$11.1m |
$11.1m |
0.01% |
Added
+5.6k |
+5,638 |
| 5 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
247,162247.2k
$10.9m |
$10.9m |
0.01% |
Added
+15.6k |
+15,585 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
175,428175.4k
$7.7m |
$7.7m |
0.00% |
Reduced
-1.5k |
-1,492 |
| 7 |
MILESTONE ASSET MANAGEMENT, LLC
0.95% of their portfolio |
PITTSBURGH, PA |
136,931136.9k
$6.0m |
$6.0m |
0.95% |
Added
+4.2k |
+4,198 |
| 8 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
134,347134.3k
$5.9m |
$5.9m |
0.01% |
Reduced
-3.2k |
-3,207 |
| 9 |
First International Bank of Israel Ltd.
1.56% of their portfolio |
TEL AVIV, L3 |
130,000130.0k
$5.7m |
$5.7m |
1.56% |
Unchanged |
|
| 10 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
119,185119.2k
$5.2m |
$5.2m |
0.02% |
Reduced
-30.5k |
-30,472 |
| 11 |
Atria Investments, Inc
0.05% of their portfolio |
Charlotte, NC |
119,151119.2k
$5.2m |
$5.2m |
0.05% |
Reduced
-6.7k |
-6,650 |
| 12 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
112,419112.4k
$4.9m |
$4.9m |
0.01% |
Reduced
-4.4k |
-4,351 |
| 13 |
ODonnell Financial Services, LLC
1.25% of their portfolio |
SAN RAFAEL, CA |
96,69996.7k
$4.3m |
$4.3m |
1.25% |
Reduced
-17.9k |
-17,906 |
| 14 |
Clear Creek Financial Management, LLC
0.25% of their portfolio |
SILVERDALE, WA |
89,24889.2k
$3.9m |
$3.9m |
0.25% |
Reduced
-7.2k |
-7,201 |
| 15 |
Tanglewood Legacy Advisors, LLC
1.23% of their portfolio |
HOUSTON, TX |
86,66186.7k
$3.8m |
$3.8m |
1.23% |
Reduced
-3.2k |
-3,168 |
| 16 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
77,76477.8k
$3.4m |
$3.4m |
0.00% |
Reduced
-17.3k |
-17,259 |
| 17 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
70,79570.8k
$3.1m |
$3.1m |
0.01% |
Reduced
-8.5k |
-8,533 |
| 18 |
Per Stirling Capital Management, LLC.
0.28% of their portfolio |
AUSTIN, TX |
66,45166.5k
$2.9m |
$2.9m |
0.28% |
Added
+1.9k |
+1,944 |
| 19 |
FOUNDERS FINANCIAL SECURITIES LLC
0.13% of their portfolio |
TOWSON, MD |
59,40859.4k
$2.6m |
$2.6m |
0.13% |
Added
+2.1k |
+2,092 |
| 20 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
59,00259.0k
$2.6m |
$2.6m |
0.00% |
Reduced
-14.1k |
-14,087 |
| 21 |
Madrona Financial Services, LLC
0.42% of their portfolio |
EVERETT, WA |
51,52551.5k
$2.3m |
$2.3m |
0.42% |
Reduced
-5 |
-5 |
| 22 |
MGO ONE SEVEN LLC
0.04% of their portfolio |
Beachwood, OH |
51,10351.1k
$2.3m |
$2.3m |
0.04% |
Reduced
-15.7k |
-15,706 |
| 23 |
CITY HOLDING CO
0.23% of their portfolio |
CHARLESTON, WV |
45,51045.5k
$2.0m |
$2.0m |
0.23% |
Reduced
-2.1k |
-2,097 |
| 24 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
42,99743.0k
$1.9m |
$1.9m |
0.03% |
Reduced
-993 |
-993 |
| 25 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
39,08139.1k
$1.7m |
$1.7m |
0.00% |
Added
+477 |
+477 |
| 26 |
Arkadios Wealth Advisors
0.03% of their portfolio |
ATLANTA, GA |
38,87738.9k
$1.7m |
$1.7m |
0.03% |
Reduced
-2.5k |
-2,541 |
| 27 |
CreativeOne Wealth, LLC
0.04% of their portfolio |
OVERLAND PARK, KS |
38,81338.8k
$1.7m |
$1.7m |
0.04% |
Reduced
-2.6k |
-2,580 |
| 28 |
Range Financial Group LLC
0.45% of their portfolio |
TIGARD, OR |
37,70737.7k
$1.7m |
$1.7m |
0.45% |
Reduced
-1.8k |
-1,804 |
| 29 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
37,42737.4k
$1.6m |
$1.6m |
0.02% |
Reduced
-1.5k |
-1,498 |
| 30 |
Chris Bulman Inc
0.60% of their portfolio |
ROSEVILLE, CA |
37,25837.3k
$1.6m |
$1.6m |
0.60% |
Reduced
-1.2k |
-1,168 |
| 31 |
SMART Wealth LLC
0.33% of their portfolio |
Omaha, NE |
35,00535.0k
$1.5m |
$1.5m |
0.33% |
Reduced
-22.7k |
-22,673 |
| 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
34,16134.2k
$1.5m |
$1.5m |
0.00% |
Added
+9.5k |
+9,474 |
| 33 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
33,26633.3k
$1.5m |
$1.5m |
0.01% |
Added
+1.3k |
+1,328 |
| 34 |
American Alpha Advisors, LLC
0.80% of their portfolio |
NEW YORK, NY |
30,71930.7k
$1.4m |
$1.4m |
0.80% |
Reduced
-2.3k |
-2,277 |
| 35 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
30,54230.5k
$1.3m |
$1.3m |
0.01% |
Reduced
-392 |
-392 |
| 36 |
Keystone Wealth Services, LLC
0.24% of their portfolio |
PALM DESERT, CA |
29,73829.7k
$1.3m |
$1.3m |
0.24% |
Reduced
-3.5k |
-3,500 |
| 37 |
Arete Wealth Advisors, LLC
0.08% of their portfolio |
CHICAGO, IL |
25,85025.9k
$1.1m |
$1.1m |
0.08% |
Unchanged |
|
| 38 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
24,74824.7k
$1.1m |
$1.1m |
0.03% |
Added
+15.5k |
+15,469 |
| 39 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
24,28224.3k
$1.1m |
$1.1m |
0.01% |
Added
+24.0k |
+24,025 |
| 40 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
22,77922.8k
$1.0m |
$1.0m |
0.01% |
Unchanged |
|
| 41 |
Plotkin Financial Advisors, LLC
0.38% of their portfolio |
CHEVY CHASE, MD |
20,64520.6k
$909.0k |
$909.0k |
0.38% |
Reduced
-1.9k |
-1,882 |
| 42 |
Wood Tarver Financial Group, LLC
0.21% of their portfolio |
BOISE, ID |
19,99120.0k
$880.0k |
$880.0k |
0.21% |
Unchanged |
|
| 43 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
19,82419.8k
$872.8k |
$872.8k |
0.00% |
Added
+7.1k |
+7,143 |
| 44 |
Pinnacle Financial Partners, Inc.
0.01% of their portfolio |
ATLANTA, GA |
19,60619.6k
$863.2k |
$863.2k |
0.01% |
Unchanged |
|
| 45 |
Diligent Investors, LLC
0.18% of their portfolio |
REDLANDS, CA |
18,47518.5k
$813.4k |
$813.4k |
0.18% |
Reduced
-550 |
-550 |
| 46 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
17,88217.9k
$787.3k |
$787.3k |
0.00% |
Added
+500 |
+500 |
| 47 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
16,84116.8k
$741.5k |
$741.5k |
0.00% |
Added
+11.9k |
+11,862 |
| 48 |
UPTICK PARTNERS, LLC
0.11% of their portfolio |
NACOGDOCHES, TX |
16,24016.2k
$715.0k |
$715.0k |
0.11% |
Added
+3.4k |
+3,360 |
| 49 |
Commonwealth Financial Services, LLC
0.10% of their portfolio |
VIENNA, WV |
16,14216.1k
$710.7k |
$710.7k |
0.10% |
Unchanged |
|
| 50 |
LANGLEY WEALTH MANAGEMENT, LLC
0.69% of their portfolio |
CORINTH, MS |
16,01416.0k
$705.1k |
$705.1k |
0.69% |
First filing |
|
| 51 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
14,62514.6k
$643.9k |
$643.9k |
0.01% |
Reduced
-2.9k |
-2,930 |
| 52 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
14,45014.4k
$636.2k |
$636.2k |
0.01% |
Reduced
-500 |
-500 |
| 53 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
13,55513.6k
$596.8k |
$596.8k |
0.01% |
New |
|
| 54 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
13,31413.3k
$586.2k |
$586.2k |
0.01% |
Unchanged |
|
| 55 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
13,04113.0k
$574.2k |
$574.2k |
0.00% |
Reduced
-1.0k |
-1,028 |
| 56 |
IMG Wealth Management, Inc.
0.31% of their portfolio |
JACKSONVILLE, FL |
12,82812.8k
$564.8k |
$564.8k |
0.31% |
Unchanged |
|
| 57 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
12,80112.8k
$171.2k |
$171.2k |
0.00% |
Reduced
-924 |
-924 |
| 58 |
Integrity Financial Corp /WA
0.26% of their portfolio |
JACKSON, WY |
12,35812.4k
$544.1k |
$544.1k |
0.26% |
Added
+672 |
+672 |
| 59 |
Cooper Financial Group
0.05% of their portfolio |
IRVINE, CA |
12,33112.3k
$542.9k |
$542.9k |
0.05% |
Unchanged |
|
| 60 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
12,02812.0k
$528.7k |
$528.7k |
0.02% |
Reduced
-652 |
-652 |
| 61 |
Stratos Wealth Advisors, LLC
0.03% of their portfolio |
BEACHWOOD, OH |
11,72711.7k
$516.3k |
$516.3k |
0.03% |
Reduced
-445 |
-445 |
| 62 |
Ifrah Financial Services, Inc.
0.11% of their portfolio |
Little Rock, AR |
10,50010.5k
$462.3k |
$462.3k |
0.11% |
Reduced
-64 |
-64 |
| 63 |
Diversify Advisory Services, LLC
0.01% of their portfolio |
SANDY, UT |
10,46610.5k
$460.9k |
$460.9k |
0.01% |
New |
|
| 64 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01% of their portfolio |
SANDY, UT |
10,46610.5k
$460.9k |
$460.9k |
0.01% |
Unchanged |
|
| 65 |
KINTRA WEALTH, LLC
0.02% of their portfolio |
WILLIAMSPORT, PA |
9,8269.8k
$440.5k |
$440.5k |
0.02% |
New |
|
| 66 |
PKS Advisory Services, LLC
0.07% of their portfolio |
ALBANY, NY |
9,7469.7k
$429.1k |
$429.1k |
0.07% |
Reduced
-198 |
-198 |
| 67 |
CoreCap Advisors, LLC
0.01% of their portfolio |
SOUTHFIELD, MI |
9,0719.1k
$399.4k |
$399.4k |
0.01% |
Added
+280 |
+280 |
| 68 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
9,0309.0k
$397.6k |
$397.6k |
0.01% |
Unchanged |
|
| 69 |
NorthCrest Asset Manangement, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
8,9619.0k
$395.9k |
$395.9k |
0.01% |
Unchanged |
|
| 70 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
8,9599.0k
$394.5k |
$394.5k |
0.00% |
Added
+330 |
+330 |
| 71 |
Schulz Wealth, LTD.
0.20% of their portfolio |
MANSFIELD, TX |
8,9378.9k
$393.5k |
$393.5k |
0.20% |
First filing |
|
| 72 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
8,7598.8k
$385.7k |
$385.7k |
0.00% |
Added
+568 |
+568 |
| 73 |
Summit Financial, LLC
0.00% of their portfolio |
PARSIPPANY, NJ |
8,4238.4k
$370.9k |
$370.9k |
0.00% |
New |
|
| 74 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.10% of their portfolio |
WATERLOO, IA |
8,3698.4k
$368.5k |
$368.5k |
0.10% |
Reduced
-1 |
-1 |
| 75 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
8,1898.2k
$360.6k |
$360.6k |
0.01% |
Unchanged |
|
| 76 |
Sequent Planning LLC
0.08% of their portfolio |
OMAHA, NE |
8,1438.1k
$358.5k |
$358.5k |
0.08% |
Added
+379 |
+379 |
| 77 |
INSIGNEO ADVISORY SERVICES, LLC
0.01% of their portfolio |
MIAMI, FL |
7,9477.9k
$349.9k |
$349.9k |
0.01% |
Unchanged |
|
| 78 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,9007.9k
$347.8k |
$347.8k |
0.00% |
Unchanged |
|
| 79 |
Valtinson Bruner Financial Planning LLC
0.08% of their portfolio |
NEW BRIGHTON, MN |
7,4317.4k
$327.2k |
$327.2k |
0.08% |
Unchanged |
|
| 80 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
7,2807.3k
$320.0k |
$320.0k |
0.00% |
Added
+1.8k |
+1,780 |
| 81 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02% of their portfolio |
CEDAR RAPIDS, IA |
7,2667.3k
$319.9k |
$319.9k |
0.02% |
Reduced
-94 |
-94 |
| 82 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
7,2357.2k
$318.6k |
$318.6k |
0.00% |
Added
+709 |
+709 |
| 83 |
Financial Network Wealth Advisors LLC
0.32% of their portfolio |
MURRAY, UT |
7,1767.2k
$316.0k |
$316.0k |
0.32% |
Unchanged |
|
| 84 |
BFI Wealth Solutions, LLC
0.22% of their portfolio |
DALLAS, TX |
6,7916.8k
$299.0k |
$299.0k |
0.22% |
Reduced
-2 |
-2 |
| 85 |
DHJJ Financial Advisors, Ltd.
0.09% of their portfolio |
NAPERVILLE, IL |
6,7896.8k
$298.9k |
$298.9k |
0.09% |
Unchanged |
|
| 86 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
6,7736.8k
$298.2k |
$298.2k |
0.00% |
Reduced
-145 |
-145 |
| 87 |
Mayfair Advisory Group, LLC
0.09% of their portfolio |
BIRMINGHAM, AL |
6,7596.8k
$297.4k |
$297.4k |
0.09% |
Unchanged |
|
| 88 |
Main Street Financial Solutions, LLC
0.02% of their portfolio |
NEWTOWN, PA |
6,6586.7k
$293.1k |
$293.1k |
0.02% |
Added
+460 |
+460 |
| 89 |
ADAMSBROWN WEALTH CONSULTANTS LLC
0.05% of their portfolio |
WICHITA, KS |
6,6066.6k
$290.9k |
$290.9k |
0.05% |
Reduced
-66 |
-66 |
| 90 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
6,5356.5k
$288.0k |
$288.0k |
0.01% |
Unchanged |
|
| 91 |
Compass Financial Services Inc
0.11% of their portfolio |
WEST DES MOINES, IA |
6,5036.5k
$286.3k |
$286.3k |
0.11% |
Unchanged |
|
| 92 |
Beacon Financial Advisory LLC
0.06% of their portfolio |
CLEVELAND, OH |
6,4556.5k
$284.2k |
$284.2k |
0.06% |
Unchanged |
|
| 93 |
Keating Financial Advisory Services, Inc.
0.04% of their portfolio |
MANHATTAN, KS |
6,1726.2k
$271.7k |
$271.7k |
0.04% |
Added
+967 |
+967 |
| 94 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
5,7965.8k
$255.0k |
$255.0k |
0.00% |
New |
|
| 95 |
Lifestyle Asset Management, Inc.
0.07% of their portfolio |
FRIENDSWOOD, TX |
5,5955.6k
$246.3k |
$246.3k |
0.07% |
New |
|
| 96 |
SILVERLAKE WEALTH MANAGEMENT LLC
0.04% of their portfolio |
WILLISTON, VT |
5,2005.2k
$229.0k |
$229.0k |
0.04% |
Unchanged |
|
| 97 |
Sovran Advisors, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
4,8294.8k
$213.0k |
$213.0k |
0.02% |
Unchanged |
|
| 98 |
FWG Investments, LLC.
0.11% of their portfolio |
LEXINGTON, KY |
4,5464.5k
$200.2k |
$200.2k |
0.11% |
New |
|
| 99 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,4834.5k
$197.4k |
$197.4k |
0.00% |
Added
+1.5k |
+1,522 |
| 100 |
Triumph Capital Management
0.03% of their portfolio |
DENVER, CO |
3,8713.9k
$170.4k |
$170.4k |
0.03% |
Unchanged |
|