| 1 |
Bouchey Financial Group, Ltd.
2.32% of their portfolio |
TROY, NY |
710,865710.9k
$26.5m |
$26.5m |
2.32% |
Added
+309.5k |
+309,517 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
423,737423.7k
$15.8m |
$15.8m |
0.02% |
Added
+45.2k |
+45,205 |
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
417,270417.3k
$15.6m |
$15.6m |
0.00% |
Reduced
-283.0k |
-283,036 |
| 4 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
400,307400.3k
$14.9m |
$14.9m |
0.03% |
Reduced
-1.1m |
-1,084,269 |
| 5 |
Janney Montgomery Scott LLC
0.04% of their portfolio |
PHILADELPHIA, PA |
341,951342.0k
$12.8m |
$12.8m |
0.04% |
Added
+4.7k |
+4,677 |
| 6 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
273,911273.9k
$10.2m |
$10.2m |
0.02% |
Reduced
-128.7k |
-128,710 |
| 7 |
TRUIST FINANCIAL CORP
0.02% of their portfolio |
CHARLOTTE, NC |
269,964270.0k
$10.1m |
$10.1m |
0.02% |
Reduced
-83.6k |
-83,644 |
| 8 |
BEACON FINANCIAL GROUP
0.92% of their portfolio |
DALLAS, TX |
229,710229.7k
$8.6m |
$8.6m |
0.92% |
Reduced
-5.3k |
-5,337 |
| 9 |
Griffith & Werner, Inc.
4.22% of their portfolio |
CANTON, GA |
171,348171.3k
$6.4m |
$6.4m |
4.22% |
First filing |
|
| 10 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
167,585167.6k
$6.3m |
$6.3m |
0.03% |
Added
+13.2k |
+13,224 |
| 11 |
MML INVESTORS SERVICES, LLC
0.02% of their portfolio |
SPRINGFIELD, MA |
160,520160.5k
$6.0m |
$6.0m |
0.02% |
Reduced
-47.6k |
-47,626 |
| 12 |
Sequent Planning LLC
1.79% of their portfolio |
OMAHA, NE |
130,935130.9k
$4.9m |
$4.9m |
1.79% |
Reduced
-5.9k |
-5,905 |
| 13 |
Global Retirement Partners, LLC
0.13% of their portfolio |
San Rafael, CA |
123,456123.5k
$4.6m |
$4.6m |
0.13% |
Added
+849 |
+849 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
116,926116.9k
$4.4m |
$4.4m |
0.01% |
Reduced
-34.0k |
-34,028 |
| 15 |
Ausdal Financial Partners, Inc.
0.33% of their portfolio |
Davenport, IA |
102,294102.3k
$3.8m |
$3.8m |
0.33% |
New |
|
| 16 |
Aptus Capital Advisors, LLC
0.04% of their portfolio |
FAIRHOPE, AL |
95,22895.2k
$3.6m |
$3.6m |
0.04% |
Added
+92.6k |
+92,578 |
| 17 |
Financial Guidance Group, Inc.
1.95% of their portfolio |
Palm Harbor, FL |
95,22895.2k
$3.6m |
$3.6m |
1.95% |
New |
|
| 18 |
First Heartland Consultants, Inc.
0.34% of their portfolio |
LAKE ST. LOUIS, MO |
88,43688.4k
$3.3m |
$3.3m |
0.34% |
Added
+58.9k |
+58,865 |
| 19 |
HARBOUR INVESTMENTS, INC.
0.09% of their portfolio |
MADISON, WI |
85,00085.0k
$3.2m |
$3.2m |
0.09% |
Reduced
-694 |
-694 |
| 20 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
73,62373.6k
$2.7m |
$2.7m |
0.00% |
New |
|
| 21 |
Main Street Financial Solutions, LLC
0.25% of their portfolio |
NEWTOWN, PA |
67,23867.2k
$2.5m |
$2.5m |
0.25% |
Unchanged |
|
| 22 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
61,84061.8k
$2.3m |
$2.3m |
0.00% |
Added
+30.9k |
+30,920 |
| 23 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
57,39457.4k
$2.1m |
$2.1m |
0.00% |
Added
+47.5k |
+47,543 |
| 24 |
Diversify Advisory Services, LLC
0.10% of their portfolio |
SANDY, UT |
49,09049.1k
$1.8m |
$1.8m |
0.10% |
Reduced
-1.4k |
-1,450 |
| 25 |
Grant Street Asset Management, Inc.
0.42% of their portfolio |
CANONSBURG, PA |
42,98143.0k
$1.6m |
$1.6m |
0.42% |
Reduced
-1.3k |
-1,313 |
| 26 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
32,01332.0k
$1.2m |
$1.2m |
0.02% |
Reduced
-2.4k |
-2,378 |
| 27 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.21% of their portfolio |
BLUE BELL, PA |
28,91128.9k
$1.1m |
$1.1m |
0.21% |
Reduced
-141 |
-141 |
| 28 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
26,07326.1k
$972.5k |
$972.5k |
0.00% |
Added
+6.4k |
+6,431 |
| 29 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
23,66123.7k
$882.5k |
$882.5k |
0.01% |
Unchanged |
|
| 30 |
Bison Wealth, LLC
0.10% of their portfolio |
ATLANTA, GA |
21,32221.3k
$795.3k |
$795.3k |
0.10% |
First filing |
|
| 31 |
GTS SECURITIES LLC
0.03% of their portfolio |
NEW YORK, NY |
17,86817.9k
$666.5k |
$666.5k |
0.03% |
New |
|
| 32 |
Jaffetilchin Investment Partners, LLC
0.05% of their portfolio |
TAMPA, FL |
16,99217.0k
$633.8k |
$633.8k |
0.05% |
Unchanged |
|
| 33 |
Bison Wealth, LLC
0.13% of their portfolio |
Atlanta, GA |
15,77715.8k
$588.5k |
$588.5k |
0.13% |
Unchanged |
|
| 34 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
15,73115.7k
$586.8k |
$586.8k |
0.00% |
Reduced
-3.8k |
-3,786 |
| 35 |
ROVIN CAPITAL /UT/ /ADV
0.21% of their portfolio |
MESA, AZ |
15,40515.4k
$575.0k |
$575.0k |
0.21% |
Reduced
-463.7k |
-463,680 |
| 36 |
REAP Financial Group, LLC
0.14% of their portfolio |
AUSTIN, TX |
15,39615.4k
$574.3k |
$574.3k |
0.14% |
Reduced
-6.1k |
-6,148 |
| 37 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
14,74714.7k
$550.1k |
$550.1k |
0.03% |
Added
+450 |
+450 |
| 38 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
14,33314.3k
$534.6k |
$534.6k |
0.02% |
Reduced
-23.1k |
-23,141 |
| 39 |
Foguth Wealth Management, LLC.
0.14% of their portfolio |
BRIGHTON, MI |
14,12214.1k
$534.5k |
$534.5k |
0.14% |
Added
+2.1k |
+2,091 |
| 40 |
SILVER OAK SECURITIES, INCORPORATED
0.05% of their portfolio |
JACKSON, TN |
13,73013.7k
$512.1k |
$512.1k |
0.05% |
Added
+843 |
+843 |
| 41 |
CORRADO ADVISORS, LLC
0.33% of their portfolio |
RAMSEY, NJ |
13,59513.6k
$507.1k |
$507.1k |
0.33% |
Reduced
-958 |
-958 |
| 42 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
13,16413.2k
$491.0k |
$491.0k |
0.00% |
Reduced
-723 |
-723 |
| 43 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
12,90212.9k
$481.2k |
$481.2k |
0.00% |
Reduced
-1.0k |
-1,042 |
| 44 |
Stonebridge Financial Planning Group, LLC
0.21% of their portfolio |
ORLANDO, FL |
12,39912.4k
$462.5k |
$462.5k |
0.21% |
Reduced
-3.4k |
-3,390 |
| 45 |
Ashton Thomas Private Wealth, LLC
0.02% of their portfolio |
SCOTTSDALE, AZ |
12,35512.4k
$460.8k |
$460.8k |
0.02% |
New |
|
| 46 |
Diligent Investors, LLC
0.11% of their portfolio |
REDLANDS, CA |
12,35012.3k
$460.7k |
$460.7k |
0.11% |
New |
|
| 47 |
Onyx Bridge Wealth Group LLC
0.07% of their portfolio |
TARRYTOWN, NY |
12,33212.3k
$460.0k |
$460.0k |
0.07% |
Reduced
-7.1k |
-7,086 |
| 48 |
Signal Advisors Wealth, LLC
0.05% of their portfolio |
DETROIT, MI |
12,03112.0k
$448.8k |
$448.8k |
0.05% |
Reduced
-55 |
-55 |
| 49 |
TWO SIGMA SECURITIES, LLC
0.08% of their portfolio |
NEW YORK, NY |
11,27711.3k
$420.6k |
$420.6k |
0.08% |
New |
|
| 50 |
Keystone Wealth Services, LLC
0.10% of their portfolio |
PALM DESERT, CA |
9,97110.0k
$371.9k |
$371.9k |
0.10% |
Reduced
-2.6k |
-2,572 |
| 51 |
DHJJ Financial Advisors, Ltd.
0.14% of their portfolio |
NAPERVILLE, IL |
9,8569.9k
$367.6k |
$367.6k |
0.14% |
Reduced
-170 |
-170 |
| 52 |
Outlook Wealth Advisors, LLC
0.11% of their portfolio |
SHENANDOAH, TX |
9,8319.8k
$366.7k |
$366.7k |
0.11% |
Unchanged |
|
| 53 |
Cambridge Advisors Inc.
0.08% of their portfolio |
OMAHA, NE |
9,6109.6k
$358.5k |
$358.5k |
0.08% |
Reduced
-24.5k |
-24,478 |
| 54 |
Private Advisory Group LLC
0.04% of their portfolio |
REDMOND, WA |
8,9529.0k
$333.9k |
$333.9k |
0.04% |
Added
+666 |
+666 |
| 55 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
8,5558.6k
$319.1k |
$319.1k |
0.00% |
New |
|
| 56 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
8,4358.4k
$319.8k |
$319.8k |
0.02% |
Reduced
-3.9k |
-3,896 |
| 57 |
PFS Partners, LLC
0.16% of their portfolio |
MINE HILL, NJ |
8,0758.1k
$301.2k |
$301.2k |
0.16% |
Added
+1.2k |
+1,159 |
| 58 |
Prostatis Group LLC
0.08% of their portfolio |
HANOVER, MD |
7,7837.8k
$290.3k |
$290.3k |
0.08% |
Reduced
-1.4k |
-1,367 |
| 59 |
Orion Porfolio Solutions, LLC
0.00% of their portfolio |
OMAHA, NE |
7,7567.8k
$289.3k |
$289.3k |
0.00% |
Reduced
-36.8k |
-36,804 |
| 60 |
Orion Portfolio Solutions, LLC
0.00% of their portfolio |
Omaha, NE |
7,7567.8k
$289.3k |
$289.3k |
0.00% |
Reduced
-36.8k |
-36,804 |
| 61 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
7,4197.4k
$277.0k |
$277.0k |
0.00% |
Reduced
-2.4k |
-2,398 |
| 62 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
7,4117.4k
$276.4k |
$276.4k |
0.01% |
Unchanged |
|
| 63 |
Alesco Advisors, LLC, An ESL Co
0.01% of their portfolio |
Pittsford, NY |
6,1906.2k
$230.9k |
$230.9k |
0.01% |
New |
|
| 64 |
Echo Wealth Management, LLC
0.15% of their portfolio |
PLYMOUTH, MN |
6,0006.0k
$223.8k |
$223.8k |
0.15% |
Reduced
-1.3k |
-1,319 |
| 65 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
5,9285.9k
$221.1k |
$221.1k |
0.01% |
Reduced
-82.4k |
-82,431 |
| 66 |
LVZ, Inc.
0.03% of their portfolio |
Holland, MI |
5,9085.9k
$220.4k |
$220.4k |
0.03% |
Unchanged |
|
| 67 |
Wagner Wealth Management, LLC
0.06% of their portfolio |
GREENVILLE, SC |
5,9015.9k
$220.1k |
$220.1k |
0.06% |
Unchanged |
|
| 68 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01% of their portfolio |
LOS ANGELES, CA |
5,8615.9k
$218.6k |
$218.6k |
0.01% |
Reduced
-18 |
-18 |
| 69 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
5,8085.8k
$217.0k |
$217.0k |
0.01% |
Reduced
-1.6k |
-1,623 |
| 70 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
5,6945.7k
$212.4k |
$212.4k |
0.00% |
Reduced
-916 |
-916 |
| 71 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
5,6465.6k
$210.6k |
$210.6k |
0.00% |
New |
|
| 72 |
TOWNSQUARE CAPITAL LLC
0.00% of their portfolio |
Lehi, UT |
5,5325.5k
$206.3k |
$206.3k |
0.00% |
Reduced
-768 |
-768 |
| 73 |
Pitti Group Wealth Management, LLC
0.21% of their portfolio |
VICTOR, NY |
5,5255.5k
$206.1k |
$206.1k |
0.21% |
New |
|
| 74 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
5,3965.4k
$202.1k |
$202.1k |
0.01% |
New |
|
| 75 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
4,3574.4k
$162.5k |
$162.5k |
0.01% |
Unchanged |
|
| 76 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
4,1514.2k
$154.8k |
$154.8k |
0.00% |
Added
+3.5k |
+3,494 |
| 77 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
2,6002.6k
$97.0k |
$97.0k |
0.00% |
Unchanged |
|
| 78 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,3162.3k
$86.4k |
$86.4k |
0.00% |
Unchanged |
|
| 79 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
1,6511.7k
$61.6k |
$61.6k |
0.00% |
Unchanged |
|
| 80 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
1,3561.4k
$50.6k |
$50.6k |
0.00% |
New |
|
| 81 |
Spire Wealth Management
0.00% of their portfolio |
MCLEAN, VA |
1,2001.2k
$44.8k |
$44.8k |
0.00% |
Unchanged |
|
| 82 |
Integrity Financial Corp /WA
0.02% of their portfolio |
JACKSON, WY |
871871
$32.5k |
$32.5k |
0.02% |
Reduced
-285 |
-285 |
| 83 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
776776
$28.9k |
$28.9k |
0.00% |
New |
|
| 84 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
741741
$27.6k |
$27.6k |
0.00% |
Unchanged |
|
| 85 |
IMG Wealth Management, Inc.
0.02% of their portfolio |
JACKSONVILLE, FL |
480480
$17.9k |
$17.9k |
0.02% |
First filing |
|
| 86 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
6666
$2.5k |
$2.5k |
0.00% |
Unchanged |
|
| 87 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
3131
$1.2k |
$1.2k |
0.00% |
New |
|