| 1 |
COMMONWEALTH EQUITY SERVICES, LLC
0.03% of their portfolio |
WALTHAM, MA |
546,696546.7k
$23.4m |
$23.4m |
0.03% |
Reduced
-12.4k |
-12,383 |
| 2 |
Janney Montgomery Scott LLC
0.03% of their portfolio |
PHILADELPHIA, PA |
341,786341.8k
$14.6m |
$14.6m |
0.03% |
Added
+7.4k |
+7,432 |
| 3 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
298,714298.7k
$12.8m |
$12.8m |
0.01% |
Added
+71.0k |
+70,956 |
| 4 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
296,679296.7k
$12.7m |
$12.7m |
0.01% |
Reduced
-7.6k |
-7,617 |
| 5 |
BEACON FINANCIAL GROUP
0.88% of their portfolio |
DALLAS, TX |
225,812225.8k
$9.7m |
$9.7m |
0.88% |
Added
+10.8k |
+10,753 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
191,290191.3k
$8.2m |
$8.2m |
0.00% |
Added
+144.1k |
+144,102 |
| 7 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
186,502186.5k
$8.0m |
$8.0m |
0.03% |
Reduced
-41.3k |
-41,334 |
| 8 |
Sequent Planning LLC
1.12% of their portfolio |
OMAHA, NE |
122,452122.5k
$5.2m |
$5.2m |
1.12% |
Reduced
-3.9k |
-3,912 |
| 9 |
Griffith & Werner, Inc.
2.39% of their portfolio |
CANTON, GA |
118,957119.0k
$5.1m |
$5.1m |
2.39% |
Reduced
-3.8k |
-3,761 |
| 10 |
Global Retirement Partners, LLC
0.06% of their portfolio |
San Rafael, CA |
88,66588.7k
$3.8m |
$3.8m |
0.06% |
First filing |
|
| 11 |
Main Street Financial Solutions, LLC
0.18% of their portfolio |
NEWTOWN, PA |
64,50664.5k
$2.8m |
$2.8m |
0.18% |
Unchanged |
|
| 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
62,12262.1k
$2.7m |
$2.7m |
0.00% |
Added
+55.5k |
+55,518 |
| 13 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
59,11059.1k
$2.5m |
$2.5m |
0.00% |
Reduced
-29 |
-29 |
| 14 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
44,03844.0k
$1.9m |
$1.9m |
0.00% |
Added
+19.4k |
+19,441 |
| 15 |
Ausdal Financial Partners, Inc.
0.07% of their portfolio |
Davenport, IA |
42,76742.8k
$1.8m |
$1.8m |
0.07% |
Reduced
-425 |
-425 |
| 16 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
39,54739.5k
$1.7m |
$1.7m |
0.00% |
Added
+504 |
+504 |
| 17 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
38,02638.0k
$1.6m |
$1.6m |
0.02% |
Reduced
-15.1k |
-15,102 |
| 18 |
Diversify Advisory Services, LLC
0.02% of their portfolio |
SANDY, UT |
30,95131.0k
$1.3m |
$1.3m |
0.02% |
New |
|
| 19 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.02% of their portfolio |
SANDY, UT |
30,95131.0k
$1.3m |
$1.3m |
0.02% |
Unchanged |
|
| 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.16% of their portfolio |
BLUE BELL, PA |
29,67729.7k
$1.3m |
$1.3m |
0.16% |
Reduced
-54 |
-54 |
| 21 |
Grant Street Asset Management, Inc.
0.19% of their portfolio |
CANONSBURG, PA |
26,92326.9k
$1.2m |
$1.2m |
0.19% |
Reduced
-2.0k |
-2,005 |
| 22 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
21,72621.7k
$930.6k |
$930.6k |
0.02% |
Added
+9.6k |
+9,580 |
| 23 |
First Heartland Consultants, Inc.
0.06% of their portfolio |
LAKE ST. LOUIS, MO |
20,70720.7k
$887.0k |
$887.0k |
0.06% |
Added
+564 |
+564 |
| 24 |
Signal Advisors Wealth, LLC
0.04% of their portfolio |
DETROIT, MI |
18,98419.0k
$813.2k |
$813.2k |
0.04% |
New |
|
| 25 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
18,52318.5k
$793.4k |
$793.4k |
0.00% |
Added
+292 |
+292 |
| 26 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
18,01918.0k
$771.8k |
$771.8k |
0.00% |
Reduced
-136 |
-136 |
| 27 |
Diligent Investors, LLC
0.16% of their portfolio |
REDLANDS, CA |
17,00017.0k
$728.2k |
$728.2k |
0.16% |
Unchanged |
|
| 28 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
16,75616.8k
$717.7k |
$717.7k |
0.00% |
Reduced
-160 |
-160 |
| 29 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
16,50416.5k
$706.9k |
$706.9k |
0.00% |
New |
|
| 30 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
15,65515.7k
$670.6k |
$670.6k |
0.01% |
Reduced
-1.6k |
-1,580 |
| 31 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
15,64315.6k
$670.1k |
$670.1k |
0.00% |
Added
+183 |
+183 |
| 32 |
Triad Wealth Partners, LLC
0.04% of their portfolio |
LAWRENCE, KS |
15,26615.3k
$660.4k |
$660.4k |
0.04% |
Added
+1.8k |
+1,782 |
| 33 |
QTR Family Wealth, LLC
0.22% of their portfolio |
LAKE MARY, FL |
14,73614.7k
$631.2k |
$631.2k |
0.22% |
Reduced
-73 |
-73 |
| 34 |
Ashton Thomas Private Wealth, LLC
0.01% of their portfolio |
SCOTTSDALE, AZ |
13,79813.8k
$591.0k |
$591.0k |
0.01% |
Unchanged |
|
| 35 |
PFS Partners, LLC
0.22% of their portfolio |
MINE HILL, NJ |
12,53312.5k
$536.9k |
$536.9k |
0.22% |
Added
+265 |
+265 |
| 36 |
SILVER OAK SECURITIES, INCORPORATED
0.03% of their portfolio |
JACKSON, TN |
11,63311.6k
$498.3k |
$498.3k |
0.03% |
Added
+90 |
+90 |
| 37 |
Harvest Investment Services, LLC
0.07% of their portfolio |
Oakbrook Terrace, IL |
11,23811.2k
$481.4k |
$481.4k |
0.07% |
New |
|
| 38 |
SageGuard Financial Group, LLC
0.06% of their portfolio |
GOODLETTSVILLE, TN |
10,60210.6k
$454.1k |
$454.1k |
0.06% |
Reduced
-244 |
-244 |
| 39 |
Outlook Wealth Advisors, LLC
0.09% of their portfolio |
SHENANDOAH, TX |
9,8319.8k
$421.1k |
$421.1k |
0.09% |
Unchanged |
|
| 40 |
Cambridge Advisors Inc.
0.07% of their portfolio |
OMAHA, NE |
9,7359.7k
$417.0k |
$417.0k |
0.07% |
Unchanged |
|
| 41 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
9,5039.5k
$407.1k |
$407.1k |
0.00% |
New |
|
| 42 |
Stonebridge Financial Planning Group, LLC
0.13% of their portfolio |
ORLANDO, FL |
9,3119.3k
$398.8k |
$398.8k |
0.13% |
Unchanged |
|
| 43 |
DHJJ Financial Advisors, Ltd.
0.11% of their portfolio |
NAPERVILLE, IL |
9,3109.3k
$398.8k |
$398.8k |
0.11% |
Reduced
-150 |
-150 |
| 44 |
Keystone Wealth Services, LLC
0.06% of their portfolio |
PALM DESERT, CA |
7,8717.9k
$337.2k |
$337.2k |
0.06% |
Unchanged |
|
| 45 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
7,7427.7k
$331.6k |
$331.6k |
0.00% |
Added
+2.5k |
+2,535 |
| 46 |
Foguth Wealth Management, LLC.
0.04% of their portfolio |
BRIGHTON, MI |
7,5787.6k
$325.5k |
$325.5k |
0.04% |
Unchanged |
|
| 47 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
7,4117.4k
$317.4k |
$317.4k |
0.01% |
Unchanged |
|
| 48 |
Simplicity Wealth,LLC
0.01% of their portfolio |
SUMMIT, NJ |
7,3387.3k
$314.3k |
$314.3k |
0.01% |
New |
|
| 49 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
7,2967.3k
$312.5k |
$312.5k |
0.01% |
Unchanged |
|
| 50 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
6,0506.0k
$259.2k |
$259.2k |
0.00% |
Reduced
-183 |
-183 |
| 51 |
Kingsview Wealth Management, LLC
0.00% of their portfolio |
GRANTS PASS, OR |
6,0396.0k
$258.7k |
$258.7k |
0.00% |
Added
+146 |
+146 |
| 52 |
Arkadios Wealth Advisors
0.00% of their portfolio |
ATLANTA, GA |
5,9285.9k
$253.9k |
$253.9k |
0.00% |
Reduced
-2.7k |
-2,686 |
| 53 |
LVZ, Inc.
0.03% of their portfolio |
Holland, MI |
5,9085.9k
$253.1k |
$253.1k |
0.03% |
Unchanged |
|
| 54 |
Alesco Advisors, LLC, An ESL Co
0.01% of their portfolio |
Pittsford, NY |
5,8255.8k
$249.5k |
$249.5k |
0.01% |
Unchanged |
|
| 55 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
5,4225.4k
$232.0k |
$232.0k |
0.00% |
New |
|
| 56 |
Pitti Group Wealth Management, LLC
0.17% of their portfolio |
VICTOR, NY |
5,3695.4k
$230.0k |
$230.0k |
0.17% |
Reduced
-142 |
-142 |
| 57 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
5,2415.2k
$224.5k |
$224.5k |
0.00% |
New |
|
| 58 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
5,0535.1k
$216.4k |
$216.4k |
0.00% |
Reduced
-14 |
-14 |
| 59 |
Gallagher Fiduciary Advisors, LLC
0.01% of their portfolio |
ROLLING MEADOWS, IL |
5,0155.0k
$214.8k |
$214.8k |
0.01% |
New |
|
| 60 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.00% of their portfolio |
LOS ANGELES, CA |
4,8714.9k
$208.6k |
$208.6k |
0.00% |
Reduced
-4.5k |
-4,499 |
| 61 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
4,7454.7k
$203.3k |
$203.3k |
0.01% |
Reduced
-19.9k |
-19,897 |
| 62 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
4,4514.5k
$191.0k |
$191.0k |
0.01% |
Unchanged |
|
| 63 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
3,6993.7k
$158.4k |
$158.4k |
0.00% |
Reduced
-508 |
-508 |
| 64 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
3,6063.6k
$154.5k |
$154.5k |
0.00% |
Unchanged |
|
| 65 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
3,2063.2k
$137.3k |
$137.3k |
0.00% |
New |
|
| 66 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
2,7712.8k
$118.7k |
$118.7k |
0.00% |
Unchanged |
|
| 67 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
2,7452.7k
$117.4k |
$117.4k |
0.00% |
Added
+1.1k |
+1,103 |
| 68 |
Wagner Wealth Management, LLC
0.02% of their portfolio |
GREENVILLE, SC |
2,6862.7k
$115.1k |
$115.1k |
0.02% |
Unchanged |
|
| 69 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,3162.3k
$99.2k |
$99.2k |
0.00% |
Unchanged |
|
| 70 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
2,3002.3k
$98.5k |
$98.5k |
0.00% |
Unchanged |
|
| 71 |
REAP Financial Group, LLC
0.01% of their portfolio |
AUSTIN, TX |
1,8081.8k
$77.4k |
$77.4k |
0.01% |
Reduced
-15 |
-15 |
| 72 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
1,6511.7k
$70.7k |
$70.7k |
0.00% |
Unchanged |
|
| 73 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
1,4321.4k
$61.3k |
$61.3k |
0.00% |
Added
+1.1k |
+1,123 |
| 74 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
900900
$38.6k |
$38.6k |
0.00% |
Reduced
-1.8k |
-1,750 |
| 75 |
IMG Wealth Management, Inc.
0.01% of their portfolio |
JACKSONVILLE, FL |
480480
$20.6k |
$20.6k |
0.01% |
Unchanged |
|
| 76 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
441441
$19.0k |
$19.0k |
0.00% |
Added
+141 |
+141 |
| 77 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
309309
$13.2k |
$13.2k |
0.00% |
Unchanged |
|
| 78 |
Buck Wealth Strategies, LLC
0.00% of their portfolio |
DENVER, CO |
250250
$10.7k |
$10.7k |
0.00% |
New |
|
| 79 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.00% of their portfolio |
Stamford, CT |
218218
$9.3k |
$9.3k |
0.00% |
Unchanged |
|
| 80 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
161161
$6.0k |
$6.0k |
0.00% |
New |
|
| 81 |
FWL INVESTMENT MANAGEMENT, LLC
0.00% of their portfolio |
Dallas, TX |
150150
$6.4k |
$6.4k |
0.00% |
Unchanged |
|
| 82 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
145145
$6.2k |
$6.2k |
0.00% |
Unchanged |
|
| 83 |
Park Place Capital Corp
0.00% of their portfolio |
Homewood, AL |
128128
$5.5k |
$5.5k |
0.00% |
Unchanged |
|
| 84 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
22
$86 |
$86 |
0.00% |
Reduced
-433 |
-433 |