| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
223,138223.1k
$9.1m |
$9.1m |
0.00% |
Added
+96.3k |
+96,302 |
| 2 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
149,614149.6k
$6.1m |
$6.1m |
0.00% |
Reduced
-33.3k |
-33,341 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
148,769148.8k
$6.1m |
$6.1m |
0.01% |
Reduced
-2.6k |
-2,629 |
| 4 |
Mutual Advisors, LLC
0.10% of their portfolio |
OMAHA, NE |
126,662126.7k
$5.2m |
$5.2m |
0.10% |
Reduced
-2.5k |
-2,514 |
| 5 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
125,321125.3k
$5.1m |
$5.1m |
0.01% |
Added
+41.5k |
+41,484 |
| 6 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
105,832105.8k
$4.3m |
$4.3m |
0.00% |
Added
+26.5k |
+26,522 |
| 7 |
FOUNDERS FINANCIAL SECURITIES LLC
0.19% of their portfolio |
TOWSON, MD |
92,08592.1k
$3.8m |
$3.8m |
0.19% |
Added
+10.8k |
+10,834 |
| 8 |
Bluespring Wealth Management, LLC
0.07% of their portfolio |
AUSTIN, TX |
87,17087.2k
$3.6m |
$3.6m |
0.07% |
New |
|
| 9 |
Tanglewood Legacy Advisors, LLC
1.09% of their portfolio |
HOUSTON, TX |
82,63782.6k
$3.4m |
$3.4m |
1.09% |
Added
+10.8k |
+10,781 |
| 10 |
HARBOUR INVESTMENTS, INC.
0.04% of their portfolio |
MADISON, WI |
72,06072.1k
$2.9m |
$2.9m |
0.04% |
Added
+13.3k |
+13,297 |
| 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
66,77466.8k
$2.7m |
$2.7m |
0.00% |
Added
+36.3k |
+36,272 |
| 12 |
Wood Tarver Financial Group, LLC
0.62% of their portfolio |
BOISE, ID |
64,08364.1k
$2.6m |
$2.6m |
0.62% |
Reduced
-184 |
-184 |
| 13 |
REAP Financial Group, LLC
0.36% of their portfolio |
AUSTIN, TX |
51,06651.1k
$2.1m |
$2.1m |
0.36% |
Added
+11.6k |
+11,600 |
| 14 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
49,95850.0k
$2.0m |
$2.0m |
0.01% |
Reduced
-2.5k |
-2,487 |
| 15 |
Commonwealth Financial Services, LLC
0.27% of their portfolio |
VIENNA, WV |
49,90249.9k
$2.0m |
$2.0m |
0.27% |
Reduced
-6.5k |
-6,484 |
| 16 |
Ritter Daniher Financial Advisory LLC / DE
0.27% of their portfolio |
CINCINNATI, OH |
43,58543.6k
$1.8m |
$1.8m |
0.27% |
New |
|
| 17 |
SMART Wealth LLC
0.38% of their portfolio |
Omaha, NE |
43,39243.4k
$1.8m |
$1.8m |
0.38% |
Added
+7.8k |
+7,763 |
| 18 |
Kovack Advisors, Inc.
0.08% of their portfolio |
FT. LAUDERDALE, FL |
42,77142.8k
$1.7m |
$1.7m |
0.08% |
Added
+22.7k |
+22,719 |
| 19 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
42,51442.5k
$1.7m |
$1.7m |
0.00% |
Added
+9.7k |
+9,741 |
| 20 |
Prime Capital Investment Advisors, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
36,96937.0k
$1.5m |
$1.5m |
0.01% |
Added
+31.7k |
+31,674 |
| 21 |
LCNB CORP
0.43% of their portfolio |
LEBANON, OH |
34,21934.2k
$1.4m |
$1.4m |
0.43% |
Added
+4.3k |
+4,350 |
| 22 |
Spectrum Asset Management, Inc. (NB/CA)
0.37% of their portfolio |
NEWPORT BEACH, CA |
32,76032.8k
$1.3m |
$1.3m |
0.37% |
Added
+25.8k |
+25,795 |
| 23 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
30,48530.5k
$1.2m |
$1.2m |
0.00% |
Added
+11.5k |
+11,521 |
| 24 |
Stratos Wealth Partners, LTD.
0.01% of their portfolio |
BEACHWOOD, OH |
28,11628.1k
$1.1m |
$1.1m |
0.01% |
Reduced
-1.4k |
-1,435 |
| 25 |
Sowell Financial Services LLC
0.04% of their portfolio |
NORTH LITTLE ROCK, AR |
27,98628.0k
$1.1m |
$1.1m |
0.04% |
Added
+1.1k |
+1,070 |
| 26 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
27,15627.2k
$1.1m |
$1.1m |
0.00% |
Added
+6.3k |
+6,256 |
| 27 |
Mission Financial Group, LLC
0.84% of their portfolio |
HONOLULU, HI |
24,78624.8k
$1.0m |
$1.0m |
0.84% |
First filing |
|
| 28 |
CFC Planning Co LLC
0.55% of their portfolio |
CICERO, IN |
22,94222.9k
$937.9k |
$937.9k |
0.55% |
Added
+1.9k |
+1,887 |
| 29 |
Cypress Wealth Services, LLC
0.11% of their portfolio |
PALM DESERT, CA |
22,84822.8k
$934.0k |
$934.0k |
0.11% |
New |
|
| 30 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
21,40421.4k
$875.0k |
$875.0k |
0.00% |
Added
+6.4k |
+6,407 |
| 31 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
21,27921.3k
$867.4k |
$867.4k |
0.00% |
New |
|
| 32 |
Climber Capital SA
0.53% of their portfolio |
NYON, V8 |
21,14021.1k
$862.5k |
$862.5k |
0.53% |
New |
|
| 33 |
Clear Creek Financial Management, LLC
0.06% of their portfolio |
SILVERDALE, WA |
21,02321.0k
$859.4k |
$859.4k |
0.06% |
Reduced
-432 |
-432 |
| 34 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
19,67719.7k
$804.4k |
$804.4k |
0.00% |
Reduced
-5.3k |
-5,266 |
| 35 |
1ST SOURCE BANK
0.04% of their portfolio |
SOUTH BEND, IN |
18,95519.0k
$774.9k |
$774.9k |
0.04% |
New |
|
| 36 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
18,52018.5k
$757.1k |
$757.1k |
0.02% |
New |
|
| 37 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
18,48618.5k
$755.7k |
$755.7k |
0.00% |
Unchanged |
|
| 38 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
18,17618.2k
$743.0k |
$743.0k |
0.01% |
Added
+9.3k |
+9,319 |
| 39 |
Integrity Financial Corp /WA
0.33% of their portfolio |
JACKSON, WY |
16,89916.9k
$690.8k |
$690.8k |
0.33% |
Added
+5.9k |
+5,858 |
| 40 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
15,04615.0k
$615.1k |
$615.1k |
0.01% |
Added
+3.7k |
+3,747 |
| 41 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
14,66714.7k
$599.6k |
$599.6k |
0.01% |
Added
+1.3k |
+1,280 |
| 42 |
LifeWealth Investments, LLC
0.16% of their portfolio |
WINTER GARDEN, FL |
14,46714.5k
$591.4k |
$591.4k |
0.16% |
Reduced
-3.1k |
-3,147 |
| 43 |
LVZ, Inc.
0.06% of their portfolio |
Holland, MI |
13,50013.5k
$551.9k |
$551.9k |
0.06% |
Added
+8.3k |
+8,260 |
| 44 |
Barnes Wealth Management Group, Inc
0.24% of their portfolio |
Bakersfield, CA |
12,49712.5k
$510.9k |
$510.9k |
0.24% |
Added
+82 |
+82 |
| 45 |
UPTICK PARTNERS, LLC
0.08% of their portfolio |
NACOGDOCHES, TX |
12,11212.1k
$495.1k |
$495.1k |
0.08% |
New |
|
| 46 |
Buck Wealth Strategies, LLC
0.05% of their portfolio |
DENVER, CO |
12,04812.0k
$492.5k |
$492.5k |
0.05% |
Reduced
-680 |
-680 |
| 47 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
12,01512.0k
$491.2k |
$491.2k |
0.00% |
New |
|
| 48 |
Sequent Planning LLC
0.10% of their portfolio |
OMAHA, NE |
11,92411.9k
$487.5k |
$487.5k |
0.10% |
New |
|
| 49 |
TrueWealth Advisors, LLC
0.10% of their portfolio |
BIRMINGHAM, AL |
11,01811.0k
$450.4k |
$450.4k |
0.10% |
Unchanged |
|
| 50 |
Oakmont Advisory Group, LLC
0.37% of their portfolio |
ALBUQUERQUE, NM |
10,69510.7k
$437.2k |
$437.2k |
0.37% |
New |
|
| 51 |
CARY STREET PARTNERS FINANCIAL LLC
0.01% of their portfolio |
RICHMOND, VA |
10,43610.4k
$426.6k |
$426.6k |
0.01% |
New |
|
| 52 |
COZAD ASSET MANAGEMENT INC
0.03% of their portfolio |
CHAMPAIGN, IL |
9,6849.7k
$395.9k |
$395.9k |
0.03% |
New |
|
| 53 |
CENTAURUS FINANCIAL, INC.
0.02% of their portfolio |
ANAHEIM, CA |
9,4459.4k
$386.0k |
$386.0k |
0.02% |
Reduced
-16.0k |
-15,957 |
| 54 |
Santori & Peters, Inc.
0.11% of their portfolio |
CANONSBURG, PA |
9,4359.4k
$385.7k |
$385.7k |
0.11% |
New |
|
| 55 |
SAGESPRING WEALTH PARTNERS, LLC
0.01% of their portfolio |
FRANKLIN, TN |
8,9138.9k
$364.4k |
$364.4k |
0.01% |
Unchanged |
|
| 56 |
JIM SAULNIER & ASSOCIATES, LLC
0.15% of their portfolio |
FORT COLLINS, CO |
8,8348.8k
$361.1k |
$361.1k |
0.15% |
Unchanged |
|
| 57 |
Apollon Wealth Management, LLC
0.00% of their portfolio |
MOUNT PLEASANT, SC |
8,5828.6k
$350.8k |
$350.8k |
0.00% |
Added
+1.5k |
+1,497 |
| 58 |
Plotkin Financial Advisors, LLC
0.14% of their portfolio |
CHEVY CHASE, MD |
8,3008.3k
$339.3k |
$339.3k |
0.14% |
Unchanged |
|
| 59 |
GTS SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
7,9918.0k
$326.7k |
$326.7k |
0.01% |
Reduced
-1.6k |
-1,649 |
| 60 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,8937.9k
$322.7k |
$322.7k |
0.00% |
Reduced
-458 |
-458 |
| 61 |
Per Stirling Capital Management, LLC.
0.03% of their portfolio |
AUSTIN, TX |
7,7937.8k
$318.6k |
$318.6k |
0.03% |
Added
+1.3k |
+1,289 |
| 62 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
7,6417.6k
$312.4k |
$312.4k |
0.01% |
Added
+3.0k |
+3,020 |
| 63 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
7,4407.4k
$304.2k |
$304.2k |
0.01% |
Added
+1.1k |
+1,140 |
| 64 |
Delta Investment Management, LLC
0.05% of their portfolio |
SAN FRANCISCO, CA |
7,1907.2k
$293.9k |
$293.9k |
0.05% |
Unchanged |
|
| 65 |
TopTier Wealth Management, LLC
0.16% of their portfolio |
MUSKEGO, WI |
6,6556.7k
$272.1k |
$272.1k |
0.16% |
Unchanged |
|
| 66 |
PRECEDENT WEALTH PARTNERS, LLC
0.04% of their portfolio |
HOUSTON, TX |
6,3936.4k
$261.3k |
$261.3k |
0.04% |
New |
|
| 67 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
6,2626.3k
$256.0k |
$256.0k |
0.00% |
Added
+175 |
+175 |
| 68 |
Foguth Wealth Management, LLC.
0.03% of their portfolio |
BRIGHTON, MI |
6,2576.3k
$255.8k |
$255.8k |
0.03% |
Unchanged |
|
| 69 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
6,0816.1k
$248.6k |
$248.6k |
0.02% |
Added
+963 |
+963 |
| 70 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
5,6585.7k
$232.5k |
$232.5k |
0.00% |
Unchanged |
|
| 71 |
WINNACLE WEALTH LLC
0.15% of their portfolio |
WACO, TX |
5,2885.3k
$216.2k |
$216.2k |
0.15% |
Reduced
-36 |
-36 |
| 72 |
World Investment Advisors
0.00% of their portfolio |
LINCROFT, NJ |
5,2045.2k
$209.5k |
$209.5k |
0.00% |
New |
|
| 73 |
Quad-Cities Investment Group, LLC
0.07% of their portfolio |
DAVENPORT, IA |
5,0455.0k
$206.2k |
$206.2k |
0.07% |
New |
|
| 74 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
4,9184.9k
$201.0k |
$201.0k |
0.00% |
New |
|
| 75 |
Benson Wealth Management INC
0.20% of their portfolio |
OOLTEWAH, TN, TN |
4,7794.8k
$195.4k |
$195.4k |
0.20% |
Unchanged |
|
| 76 |
TOUNJIAN ADVISORY PARTNERS, LLC
0.08% of their portfolio |
FORT MYERS, FL |
4,7664.8k
$194.8k |
$194.8k |
0.08% |
New |
|
| 77 |
Capital Investment Advisory Services, LLC
0.01% of their portfolio |
RALEIGH, NC |
4,2634.3k
$174.3k |
$174.3k |
0.01% |
Added
+1.1k |
+1,076 |
| 78 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
3,4213.4k
$139.9k |
$139.9k |
0.00% |
Added
+161 |
+161 |
| 79 |
EVOLUTION WEALTH MANAGEMENT INC.
0.08% of their portfolio |
FORT MYERS, FL |
3,3723.4k
$137.8k |
$137.8k |
0.08% |
Reduced
-435 |
-435 |
| 80 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01% of their portfolio |
ORLANDO, FL |
2,7002.7k
$110.3k |
$110.3k |
0.01% |
New |
|
| 81 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,5402.5k
$103.8k |
$103.8k |
0.00% |
New |
|
| 82 |
Hartford Financial Management Inc.
0.02% of their portfolio |
WEST HARTFORD, CT |
1,9481.9k
$79.6k |
$79.6k |
0.02% |
Unchanged |
|
| 83 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,8001.8k
$73.6k |
$73.6k |
0.00% |
Unchanged |
|
| 84 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
1,2881.3k
$52.7k |
$52.7k |
0.00% |
Added
+963 |
+963 |
| 85 |
Cape Investment Advisory, Inc.
0.01% of their portfolio |
MCDONOUGH, GA |
1,2501.2k
$51.1k |
$51.1k |
0.01% |
New |
|
| 86 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
1,1861.2k
$48.5k |
$48.5k |
0.00% |
Unchanged |
|
| 87 |
Kilter Group LLC
0.02% of their portfolio |
RHINEBECK, NY |
1,1191.1k
$45.7k |
$45.7k |
0.02% |
Unchanged |
|
| 88 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
1,0761.1k
$44.0k |
$44.0k |
0.00% |
Reduced
-303 |
-303 |
| 89 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
1,0391.0k
$42.4k |
$42.4k |
0.00% |
Unchanged |
|
| 90 |
DHJJ Financial Advisors, Ltd.
0.01% of their portfolio |
NAPERVILLE, IL |
1,0351.0k
$42.3k |
$42.3k |
0.01% |
Unchanged |
|
| 91 |
Triumph Capital Management
0.01% of their portfolio |
DENVER, CO |
940940
$38.4k |
$38.4k |
0.01% |
Unchanged |
|
| 92 |
IMG Wealth Management, Inc.
0.02% of their portfolio |
JACKSONVILLE, FL |
848848
$34.7k |
$34.7k |
0.02% |
Unchanged |
|
| 93 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
788788
$32.2k |
$32.2k |
0.00% |
New |
|
| 94 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
744744
$30.4k |
$30.4k |
0.00% |
Added
+441 |
+441 |
| 95 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
283283
$11.6k |
$11.6k |
0.00% |
Unchanged |
|
| 96 |
AdvisorNet Financial, Inc
0.00% of their portfolio |
MINNETONKA, MN |
253253
$10.0k |
$10.0k |
0.00% |
Unchanged |
|
| 97 |
Larson Financial Group LLC
0.00% of their portfolio |
ST LOUIS, MO |
7171
$2.9k |
$2.9k |
0.00% |
Unchanged |
|
| 98 |
COMPASS FINANCIAL MANAGEMENT LLC
0.00% of their portfolio |
TAMPA, FL |
6464
$2.7k |
$2.7k |
0.00% |
First filing |
|
| 99 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
BLUE BELL, PA |
11
$41 |
$41 |
0.00% |
Unchanged |
|