| 1 |
Wealthcare Advisory Partners LLC
0.33% of their portfolio |
WEST CHESTER, PA |
547,797547.8k
$16.8m |
$16.8m |
0.33% |
New |
|
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
396,672396.7k
$12.1m |
$12.1m |
0.02% |
Reduced
-172.6k |
-172,611 |
| 3 |
Outlook Wealth Advisors, LLC
2.31% of their portfolio |
SHENANDOAH, TX |
312,068312.1k
$9.6m |
$9.6m |
2.31% |
Reduced
-69.1k |
-69,139 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
292,221292.2k
$8.9m |
$8.9m |
0.01% |
Added
+681 |
+681 |
| 5 |
First Heartland Consultants, Inc.
0.66% of their portfolio |
LAKE ST. LOUIS, MO |
281,151281.2k
$8.6m |
$8.6m |
0.66% |
Added
+249.6k |
+249,555 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
253,070253.1k
$7.7m |
$7.7m |
0.00% |
Added
+146.6k |
+146,625 |
| 7 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
177,547177.5k
$5.4m |
$5.4m |
0.01% |
Reduced
-61.6k |
-61,598 |
| 8 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
132,985133.0k
$4.1m |
$4.1m |
0.02% |
Added
+53.2k |
+53,249 |
| 9 |
STEPHENS INC /AR/
0.04% of their portfolio |
LITTLE ROCK, AR |
116,874116.9k
$3.6m |
$3.6m |
0.04% |
Added
+1.5k |
+1,539 |
| 10 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
106,902106.9k
$3.3m |
$3.3m |
0.00% |
Reduced
-4.9k |
-4,912 |
| 11 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
104,570104.6k
$3.2m |
$3.2m |
0.00% |
Reduced
-19.3k |
-19,323 |
| 12 |
OneDigital Investment Advisors LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
100,792100.8k
$3.1m |
$3.1m |
0.03% |
Reduced
-807 |
-807 |
| 13 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
91,56291.6k
$2.8m |
$2.8m |
0.01% |
Reduced
-649 |
-649 |
| 14 |
Keystone Wealth Services, LLC
0.52% of their portfolio |
PALM DESERT, CA |
78,88878.9k
$2.4m |
$2.4m |
0.52% |
New |
|
| 15 |
RED CRANE WEALTH MANAGEMENT, LLC
1.85% of their portfolio |
SAN FRANCISCO, CA |
73,48673.5k
$2.2m |
$2.2m |
1.85% |
Reduced
-662 |
-662 |
| 16 |
GREAT VALLEY ADVISOR GROUP, INC.
0.04% of their portfolio |
WILMINGTON, DE |
65,59465.6k
$2.0m |
$2.0m |
0.04% |
Added
+56.5k |
+56,450 |
| 17 |
SMART Wealth LLC
0.54% of their portfolio |
Omaha, NE |
60,48060.5k
$1.9m |
$1.9m |
0.54% |
Added
+4.9k |
+4,896 |
| 18 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
58,76058.8k
$1.8m |
$1.8m |
0.01% |
Reduced
-3.9k |
-3,859 |
| 19 |
Maia Wealth LLC
0.30% of their portfolio |
DENVER, CO |
58,51958.5k
$1.8m |
$1.8m |
0.30% |
Reduced
-1.4k |
-1,389 |
| 20 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
56,20056.2k
$1.7m |
$1.7m |
0.00% |
Reduced
-585 |
-585 |
| 21 |
Prospera Financial Services Inc
0.02% of their portfolio |
Dallas, TX |
50,54450.5k
$1.5m |
$1.5m |
0.02% |
Reduced
-115 |
-115 |
| 22 |
Ignite Planners, LLC
0.21% of their portfolio |
SAN CLEMENTE, CA |
44,09044.1k
$1.3m |
$1.3m |
0.21% |
Reduced
-835 |
-835 |
| 23 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
42,71842.7k
$1.3m |
$1.3m |
0.00% |
Reduced
-28.0k |
-28,017 |
| 24 |
Faithward Advisors, LLC
0.18% of their portfolio |
LANCASTER, PA |
41,37941.4k
$1.3m |
$1.3m |
0.18% |
Reduced
-997 |
-997 |
| 25 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
40,85640.9k
$1.3m |
$1.3m |
0.00% |
Added
+514 |
+514 |
| 26 |
Clear Creek Financial Management, LLC
0.09% of their portfolio |
SILVERDALE, WA |
37,79937.8k
$1.2m |
$1.2m |
0.09% |
Added
+5.9k |
+5,914 |
| 27 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
37,43637.4k
$1.1m |
$1.1m |
0.00% |
Added
+10.6k |
+10,593 |
| 28 |
FWG Investments, LLC.
0.71% of their portfolio |
LEXINGTON, KY |
36,62636.6k
$1.1m |
$1.1m |
0.71% |
Reduced
-329 |
-329 |
| 29 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
34,70034.7k
$1.1m |
$1.1m |
0.01% |
Reduced
-23 |
-23 |
| 30 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
33,13233.1k
$1.0m |
$1.0m |
0.02% |
New |
|
| 31 |
Synergy Asset Management, LLC
0.10% of their portfolio |
VANCOUVER, WA |
30,10530.1k
$921.7k |
$921.7k |
0.10% |
Reduced
-6.6k |
-6,629 |
| 32 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
27,33827.3k
$837.0k |
$837.0k |
0.01% |
Reduced
-18.1k |
-18,142 |
| 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
27,21427.2k
$833.2k |
$833.2k |
0.00% |
Added
+866 |
+866 |
| 34 |
Sequent Planning LLC
0.19% of their portfolio |
OMAHA, NE |
26,23126.2k
$803.1k |
$803.1k |
0.19% |
Reduced
-5.2k |
-5,188 |
| 35 |
Grantvest Financial Group LLC
0.49% of their portfolio |
MATAWAN, NJ |
24,65224.7k
$754.7k |
$754.7k |
0.49% |
Reduced
-4.9k |
-4,913 |
| 36 |
Harvest Investment Services, LLC
0.13% of their portfolio |
Oakbrook Terrace, IL |
22,45722.5k
$687.5k |
$687.5k |
0.13% |
Reduced
-2.3k |
-2,290 |
| 37 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
22,43922.4k
$687.0k |
$687.0k |
0.04% |
Added
+3.1k |
+3,070 |
| 38 |
1776 Wealth LLC
0.26% of their portfolio |
ATLANTA, GA |
21,60721.6k
$661.5k |
$661.5k |
0.26% |
Unchanged |
|
| 39 |
UPTICK PARTNERS, LLC
0.13% of their portfolio |
NACOGDOCHES, TX |
21,50921.5k
$658.5k |
$658.5k |
0.13% |
Reduced
-2.5k |
-2,535 |
| 40 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
21,40021.4k
$655.2k |
$655.2k |
0.00% |
Unchanged |
|
| 41 |
Sloy Dahl & Holst, LLC
0.09% of their portfolio |
Vancouver, WA |
20,25020.2k
$620.0k |
$620.0k |
0.09% |
Unchanged |
|
| 42 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
19,11819.1k
$585.0k |
$585.0k |
0.03% |
Unchanged |
|
| 43 |
Center for Financial Planning, Inc.
0.06% of their portfolio |
SOUTHFIED, MI |
18,95018.9k
$580.2k |
$580.2k |
0.06% |
Unchanged |
|
| 44 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.03% of their portfolio |
BRENTWOOD, TN |
18,84618.8k
$576.0k |
$576.0k |
0.03% |
Reduced
-14.3k |
-14,278 |
| 45 |
NOVEM GROUP
0.06% of their portfolio |
Rochester, NY |
17,24817.2k
$528.1k |
$528.1k |
0.06% |
Unchanged |
|
| 46 |
Kovack Advisors, Inc.
0.03% of their portfolio |
FT. LAUDERDALE, FL |
16,40116.4k
$503.5k |
$503.5k |
0.03% |
Reduced
-2.4k |
-2,443 |
| 47 |
Octavia Wealth Advisors, LLC
0.05% of their portfolio |
CINCINNATI, OH |
16,25116.3k
$497.5k |
$497.5k |
0.05% |
Unchanged |
|
| 48 |
SILVER OAK SECURITIES, INCORPORATED
0.04% of their portfolio |
JACKSON, TN |
16,11416.1k
$493.3k |
$493.3k |
0.04% |
Reduced
-981 |
-981 |
| 49 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
15,56815.6k
$476.6k |
$476.6k |
0.01% |
Added
+1.1k |
+1,109 |
| 50 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
14,82614.8k
$453.9k |
$453.9k |
0.00% |
Added
+4.6k |
+4,595 |
| 51 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
14,72014.7k
$451.0k |
$451.0k |
0.00% |
New |
|
| 52 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
14,27814.3k
$437.1k |
$437.1k |
0.00% |
New |
|
| 53 |
World Investment Advisors
0.01% of their portfolio |
LINCROFT, NJ |
14,11514.1k
$432.1k |
$432.1k |
0.01% |
New |
|
| 54 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
13,46013.5k
$412.1k |
$412.1k |
0.00% |
Added
+848 |
+848 |
| 55 |
LEGACY SOLUTIONS, LLC
0.36% of their portfolio |
KENNETT SQUARE, PA |
12,72412.7k
$389.5k |
$389.5k |
0.36% |
Unchanged |
|
| 56 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
12,48612.5k
$382.3k |
$382.3k |
0.01% |
Unchanged |
|
| 57 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
11,22511.2k
$343.7k |
$343.7k |
0.00% |
Unchanged |
|
| 58 |
Valtinson Bruner Financial Planning LLC
0.09% of their portfolio |
NEW BRIGHTON, MN |
11,11311.1k
$340.2k |
$340.2k |
0.09% |
Reduced
-290 |
-290 |
| 59 |
WINNACLE WEALTH LLC
0.26% of their portfolio |
WACO, TX |
10,86410.9k
$332.6k |
$332.6k |
0.26% |
Reduced
-1.4k |
-1,350 |
| 60 |
Noble Wealth Management PBC
0.16% of their portfolio |
GREENWOOD VILLAGE, CO |
10,05310.1k
$307.8k |
$307.8k |
0.16% |
Reduced
-1.3k |
-1,309 |
| 61 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
9,4919.5k
$290.6k |
$290.6k |
0.00% |
Unchanged |
|
| 62 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
9,1849.2k
$281.2k |
$281.2k |
0.00% |
Unchanged |
|
| 63 |
Summit Financial, LLC
0.00% of their portfolio |
PARSIPPANY, NJ |
8,9078.9k
$272.7k |
$272.7k |
0.00% |
Unchanged |
|
| 64 |
TD Waterhouse Canada Inc.
0.00% of their portfolio |
TORONTO, A6 |
8,8378.8k
$272.2k |
$272.2k |
0.00% |
Unchanged |
|
| 65 |
HOLLENCREST CAPITAL MANAGEMENT
0.01% of their portfolio |
NEWPORT BEACH, CA |
8,0518.1k
$246.5k |
$246.5k |
0.01% |
Unchanged |
|
| 66 |
DHJJ Financial Advisors, Ltd.
0.08% of their portfolio |
NAPERVILLE, IL |
7,9157.9k
$242.3k |
$242.3k |
0.08% |
Reduced
-159 |
-159 |
| 67 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
7,6597.7k
$234.5k |
$234.5k |
0.01% |
New |
|
| 68 |
Aurora Private Wealth, Inc.
0.16% of their portfolio |
ROCKAWAY, NJ |
7,2647.3k
$230.0k |
$230.0k |
0.16% |
Unchanged |
|
| 69 |
VestGen Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
7,1877.2k
$245.5k |
$245.5k |
0.01% |
Reduced
-2.5k |
-2,516 |
| 70 |
NWF Advisory Services Inc.
0.02% of their portfolio |
Los Angeles, CA |
6,8256.8k
$209.0k |
$209.0k |
0.02% |
Unchanged |
|
| 71 |
Capital Analysts, LLC
0.01% of their portfolio |
FORT WASHINGTON, PA |
6,6966.7k
$205.0k |
$205.0k |
0.01% |
Reduced
-47 |
-47 |
| 72 |
Parallel Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
5,2005.2k
$159.2k |
$159.2k |
0.00% |
Added
+4.7k |
+4,700 |
| 73 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02% of their portfolio |
BLUE BELL, PA |
4,6174.6k
$141.4k |
$141.4k |
0.02% |
Reduced
-29 |
-29 |
| 74 |
Benson Wealth Management INC
0.18% of their portfolio |
OOLTEWAH, TN, TN |
4,3274.3k
$132.5k |
$132.5k |
0.18% |
Unchanged |
|
| 75 |
Topsail Wealth Management, LLC
0.02% of their portfolio |
CHARLOTTE, NC |
4,2754.3k
$130.9k |
$130.9k |
0.02% |
Unchanged |
|
| 76 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
3,9333.9k
$120.4k |
$120.4k |
0.00% |
Reduced
-3 |
-3 |
| 77 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
3,7163.7k
$113.8k |
$113.8k |
0.00% |
Unchanged |
|
| 78 |
ALBION FINANCIAL GROUP /UT
0.01% of their portfolio |
SALT LAKE CITY, UT |
3,2003.2k
$98.0k |
$98.0k |
0.01% |
Unchanged |
|
| 79 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
2,5452.5k
$77.9k |
$77.9k |
0.00% |
Unchanged |
|
| 80 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
2,5002.5k
$75.1k |
$75.1k |
0.00% |
New |
|
| 81 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
1,9542.0k
$59.8k |
$59.8k |
0.00% |
Reduced
-54 |
-54 |
| 82 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,8271.8k
$55.9k |
$55.9k |
0.00% |
Unchanged |
|
| 83 |
Integrity Financial Corp /WA
0.02% of their portfolio |
JACKSON, WY |
1,1111.1k
$34.0k |
$34.0k |
0.02% |
Reduced
-154 |
-154 |
| 84 |
Larson Financial Group LLC
0.00% of their portfolio |
ST LOUIS, MO |
1,0761.1k
$32.9k |
$32.9k |
0.00% |
Reduced
-4.7k |
-4,691 |
| 85 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
615615
$18.4k |
$18.4k |
0.00% |
Reduced
-20.0k |
-19,956 |
| 86 |
Quest 10 Wealth Builders, Inc.
0.01% of their portfolio |
Fuquay-Varina, VA |
500500
$15.3k |
$15.3k |
0.01% |
Unchanged |
|
| 87 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
485485
$14.8k |
$14.8k |
0.00% |
Unchanged |
|
| 88 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
443443
$13.6k |
$13.6k |
0.00% |
Unchanged |
|
| 89 |
First Pacific Financial
0.00% of their portfolio |
VANCOUVER, WA |
350350
$10.7k |
$10.7k |
0.00% |
New |
|
| 90 |
Strive Financial Group ,LLC
0.00% of their portfolio |
CARMEL, IN |
9393
$3.0k |
$3.0k |
0.00% |
Unchanged |
|
| 91 |
Merkkuri Wealth Advisors LLC
0.00% of their portfolio |
HICKSVILLE, NY |
5050
$1.5k |
$1.5k |
0.00% |
New |
|
| 92 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
77
$209 |
$209 |
0.00% |
Reduced
-27 |
-27 |