| 1 |
Wealthcare Advisory Partners LLC
0.34% of their portfolio |
WEST CHESTER, PA |
516,910516.9k
$18.0m |
$18.0m |
0.34% |
Reduced
-30.9k |
-30,887 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
374,862374.9k
$13.1m |
$13.1m |
0.02% |
Reduced
-21.8k |
-21,810 |
| 3 |
Outlook Wealth Advisors, LLC
2.36% of their portfolio |
SHENANDOAH, TX |
313,875313.9k
$10.9m |
$10.9m |
2.36% |
Added
+1.8k |
+1,807 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
288,771288.8k
$10.1m |
$10.1m |
0.01% |
Reduced
-3.5k |
-3,450 |
| 5 |
First Heartland Consultants, Inc.
0.60% of their portfolio |
LAKE ST. LOUIS, MO |
267,225267.2k
$9.3m |
$9.3m |
0.60% |
Reduced
-13.9k |
-13,926 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
253,978254.0k
$8.8m |
$8.8m |
0.00% |
Added
+908 |
+908 |
| 7 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
194,219194.2k
$6.8m |
$6.8m |
0.01% |
Added
+16.7k |
+16,672 |
| 8 |
STEPHENS INC /AR/
0.05% of their portfolio |
LITTLE ROCK, AR |
116,410116.4k
$4.1m |
$4.1m |
0.05% |
Reduced
-464 |
-464 |
| 9 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
100,890100.9k
$3.5m |
$3.5m |
0.01% |
Reduced
-32.1k |
-32,095 |
| 10 |
OneDigital Investment Advisors LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
98,29298.3k
$3.4m |
$3.4m |
0.03% |
Reduced
-2.5k |
-2,500 |
| 11 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
97,44797.4k
$3.4m |
$3.4m |
0.00% |
Reduced
-9.5k |
-9,455 |
| 12 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
90,27390.3k
$3.1m |
$3.1m |
0.00% |
Reduced
-14.3k |
-14,297 |
| 13 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
89,14489.1k
$3.1m |
$3.1m |
0.00% |
Reduced
-2.4k |
-2,418 |
| 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
85,50785.5k
$3.0m |
$3.0m |
0.00% |
Added
+58.3k |
+58,293 |
| 15 |
Keystone Wealth Services, LLC
0.51% of their portfolio |
PALM DESERT, CA |
78,57578.6k
$2.7m |
$2.7m |
0.51% |
Reduced
-313 |
-313 |
| 16 |
SMART Wealth LLC
0.54% of their portfolio |
Omaha, NE |
71,43671.4k
$2.5m |
$2.5m |
0.54% |
Added
+11.0k |
+10,956 |
| 17 |
RED CRANE WEALTH MANAGEMENT, LLC
1.66% of their portfolio |
SAN FRANCISCO, CA |
64,68364.7k
$2.3m |
$2.3m |
1.66% |
Reduced
-8.8k |
-8,803 |
| 18 |
GREAT VALLEY ADVISOR GROUP, INC.
0.03% of their portfolio |
WILMINGTON, DE |
63,55863.6k
$2.2m |
$2.2m |
0.03% |
Reduced
-2.0k |
-2,036 |
| 19 |
Ameritas Advisory Services, LLC
0.04% of their portfolio |
Lincoln, NE |
62,13262.1k
$2.2m |
$2.2m |
0.04% |
New |
|
| 20 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
56,44956.4k
$2.0m |
$2.0m |
0.01% |
Reduced
-2.3k |
-2,311 |
| 21 |
Global Assets Advisory, LLC
0.41% of their portfolio |
ORLANDO, FL |
54,34654.3k
$1.9m |
$1.9m |
0.41% |
New |
|
| 22 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
51,94451.9k
$1.8m |
$1.8m |
0.00% |
Reduced
-4.3k |
-4,256 |
| 23 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
51,45051.5k
$1.8m |
$1.8m |
0.00% |
Added
+8.7k |
+8,732 |
| 24 |
Prospera Financial Services Inc
0.03% of their portfolio |
Dallas, TX |
50,34950.3k
$1.8m |
$1.8m |
0.03% |
Reduced
-195 |
-195 |
| 25 |
Ignite Planners, LLC
0.21% of their portfolio |
SAN CLEMENTE, CA |
43,61043.6k
$1.5m |
$1.5m |
0.21% |
Reduced
-480 |
-480 |
| 26 |
Faithward Advisors, LLC
0.17% of their portfolio |
LANCASTER, PA |
39,78239.8k
$1.4m |
$1.4m |
0.17% |
Reduced
-1.6k |
-1,597 |
| 27 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
35,43035.4k
$1.2m |
$1.2m |
0.00% |
Reduced
-2.0k |
-2,006 |
| 28 |
FWG Investments, LLC.
0.65% of their portfolio |
LEXINGTON, KY |
35,37135.4k
$1.2m |
$1.2m |
0.65% |
Reduced
-1.3k |
-1,255 |
| 29 |
Clear Creek Financial Management, LLC
0.07% of their portfolio |
SILVERDALE, WA |
33,45933.5k
$1.2m |
$1.2m |
0.07% |
Reduced
-4.3k |
-4,340 |
| 30 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
31,14831.1k
$1.1m |
$1.1m |
0.01% |
Reduced
-3.6k |
-3,552 |
| 31 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
26,58826.6k
$926.0k |
$926.0k |
0.00% |
New |
|
| 32 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
26,28326.3k
$915.7k |
$915.7k |
0.01% |
Reduced
-1.1k |
-1,055 |
| 33 |
UPTICK PARTNERS, LLC
0.14% of their portfolio |
NACOGDOCHES, TX |
25,40925.4k
$885.2k |
$885.2k |
0.14% |
Added
+3.9k |
+3,900 |
| 34 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
23,16523.2k
$807.1k |
$807.1k |
0.00% |
Reduced
-17.7k |
-17,691 |
| 35 |
Synergy Asset Management, LLC
0.07% of their portfolio |
VANCOUVER, WA |
21,81821.8k
$760.1k |
$760.1k |
0.07% |
Reduced
-8.3k |
-8,287 |
| 36 |
1776 Wealth LLC
0.27% of their portfolio |
ATLANTA, GA |
21,60721.6k
$752.8k |
$752.8k |
0.27% |
Unchanged |
|
| 37 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
21,40021.4k
$745.6k |
$745.6k |
0.00% |
Unchanged |
|
| 38 |
Harvest Investment Services, LLC
0.11% of their portfolio |
Oakbrook Terrace, IL |
21,23921.2k
$740.0k |
$740.0k |
0.11% |
Reduced
-1.2k |
-1,218 |
| 39 |
Sloy Dahl & Holst, LLC
0.09% of their portfolio |
Vancouver, WA |
20,25020.2k
$705.5k |
$705.5k |
0.09% |
Unchanged |
|
| 40 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
19,11819.1k
$666.0k |
$666.0k |
0.03% |
Unchanged |
|
| 41 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.03% of their portfolio |
BRENTWOOD, TN |
18,84618.8k
$656.0k |
$656.0k |
0.03% |
Unchanged |
|
| 42 |
Center for Financial Planning, Inc.
0.06% of their portfolio |
SOUTHFIED, MI |
17,96518.0k
$625.9k |
$625.9k |
0.06% |
Reduced
-985 |
-985 |
| 43 |
SILVER OAK SECURITIES, INCORPORATED
0.04% of their portfolio |
JACKSON, TN |
17,62717.6k
$614.1k |
$614.1k |
0.04% |
Added
+1.5k |
+1,513 |
| 44 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
17,49817.5k
$609.6k |
$609.6k |
0.00% |
New |
|
| 45 |
NOVEM GROUP
0.06% of their portfolio |
Rochester, NY |
17,24817.2k
$600.9k |
$600.9k |
0.06% |
Unchanged |
|
| 46 |
Grantvest Financial Group LLC
0.35% of their portfolio |
MATAWAN, NJ |
17,15217.2k
$597.6k |
$597.6k |
0.35% |
Reduced
-7.5k |
-7,500 |
| 47 |
Octavia Wealth Advisors, LLC
0.05% of their portfolio |
CINCINNATI, OH |
16,25116.3k
$566.2k |
$566.2k |
0.05% |
Unchanged |
|
| 48 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
15,74015.7k
$548.4k |
$548.4k |
0.00% |
Added
+914 |
+914 |
| 49 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
15,56815.6k
$542.4k |
$542.4k |
0.01% |
Unchanged |
|
| 50 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
14,71514.7k
$513.0k |
$513.0k |
0.00% |
Reduced
-5 |
-5 |
| 51 |
World Investment Advisors
0.01% of their portfolio |
LINCROFT, NJ |
14,33714.3k
$499.5k |
$499.5k |
0.01% |
Added
+222 |
+222 |
| 52 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
14,04214.0k
$489.2k |
$489.2k |
0.00% |
Reduced
-236 |
-236 |
| 53 |
LEGACY SOLUTIONS, LLC
0.36% of their portfolio |
KENNETT SQUARE, PA |
12,72412.7k
$443.3k |
$443.3k |
0.36% |
Unchanged |
|
| 54 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
12,61012.6k
$439.3k |
$439.3k |
0.00% |
Reduced
-850 |
-850 |
| 55 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
12,47612.5k
$434.7k |
$434.7k |
0.01% |
Reduced
-10 |
-10 |
| 56 |
Coppell Advisory Solutions LLC
0.05% of their portfolio |
COPPELL, TX |
12,47512.5k
$582.4k |
$582.4k |
0.05% |
New |
|
| 57 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
11,22511.2k
$391.1k |
$391.1k |
0.00% |
Unchanged |
|
| 58 |
Valtinson Bruner Financial Planning LLC
0.10% of their portfolio |
NEW BRIGHTON, MN |
11,02311.0k
$384.0k |
$384.0k |
0.10% |
Reduced
-90 |
-90 |
| 59 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
10,81710.8k
$376.9k |
$376.9k |
0.00% |
New |
|
| 60 |
WINNACLE WEALTH LLC
0.25% of their portfolio |
WACO, TX |
10,62410.6k
$370.1k |
$370.1k |
0.25% |
Reduced
-240 |
-240 |
| 61 |
Sequent Planning LLC
0.08% of their portfolio |
OMAHA, NE |
10,61110.6k
$369.7k |
$369.7k |
0.08% |
Reduced
-15.6k |
-15,620 |
| 62 |
BECK CAPITAL MANAGEMENT, LLC
0.07% of their portfolio |
AUSTIN, TX |
10,52610.5k
$366.7k |
$366.7k |
0.07% |
New |
|
| 63 |
FIDUCIARY FINANCIAL ADVISORS
0.04% of their portfolio |
GRAND RAPIDS, MI |
10,45010.4k
$364.0k |
$364.0k |
0.04% |
New |
|
| 64 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
9,4919.5k
$330.7k |
$330.7k |
0.00% |
Unchanged |
|
| 65 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
9,1849.2k
$320.0k |
$320.0k |
0.00% |
Unchanged |
|
| 66 |
Summit Financial, LLC
0.00% of their portfolio |
PARSIPPANY, NJ |
8,9078.9k
$310.3k |
$310.3k |
0.00% |
Unchanged |
|
| 67 |
HOLLENCREST CAPITAL MANAGEMENT
0.02% of their portfolio |
NEWPORT BEACH, CA |
8,0518.1k
$280.5k |
$280.5k |
0.02% |
Unchanged |
|
| 68 |
DHJJ Financial Advisors, Ltd.
0.08% of their portfolio |
NAPERVILLE, IL |
7,8997.9k
$275.2k |
$275.2k |
0.08% |
Reduced
-16 |
-16 |
| 69 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
7,6597.7k
$266.8k |
$266.8k |
0.01% |
Unchanged |
|
| 70 |
Noble Wealth Management PBC
0.12% of their portfolio |
GREENWOOD VILLAGE, CO |
7,4537.5k
$259.7k |
$259.7k |
0.12% |
Reduced
-2.6k |
-2,600 |
| 71 |
Aurora Private Wealth, Inc.
0.16% of their portfolio |
ROCKAWAY, NJ |
7,2647.3k
$253.0k |
$253.0k |
0.16% |
Unchanged |
|
| 72 |
VestGen Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
7,1877.2k
$250.4k |
$250.4k |
0.01% |
Unchanged |
|
| 73 |
Capital Analysts, LLC
0.01% of their portfolio |
FORT WASHINGTON, PA |
6,6966.7k
$233.0k |
$233.0k |
0.01% |
Unchanged |
|
| 74 |
NWF Advisory Services Inc.
0.02% of their portfolio |
Los Angeles, CA |
6,6256.6k
$230.8k |
$230.8k |
0.02% |
Reduced
-200 |
-200 |
| 75 |
Kovack Advisors, Inc.
0.01% of their portfolio |
FT. LAUDERDALE, FL |
6,4606.5k
$224.3k |
$224.3k |
0.01% |
Reduced
-9.9k |
-9,941 |
| 76 |
Redhawk Wealth Advisors, Inc.
0.02% of their portfolio |
MINNEAPOLIS, MN |
6,4116.4k
$223.4k |
$223.4k |
0.02% |
New |
|
| 77 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
6,4056.4k
$223.2k |
$223.2k |
0.00% |
New |
|
| 78 |
Parallel Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
5,2005.2k
$181.2k |
$181.2k |
0.00% |
Unchanged |
|
| 79 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02% of their portfolio |
BLUE BELL, PA |
4,6174.6k
$160.9k |
$160.9k |
0.02% |
Unchanged |
|
| 80 |
Benson Wealth Management INC
0.15% of their portfolio |
OOLTEWAH, TN, TN |
4,3274.3k
$150.8k |
$150.8k |
0.15% |
Unchanged |
|
| 81 |
Topsail Wealth Management, LLC
0.02% of their portfolio |
CHARLOTTE, NC |
4,2754.3k
$148.9k |
$148.9k |
0.02% |
Unchanged |
|
| 82 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
3,9333.9k
$137.0k |
$137.0k |
0.00% |
Unchanged |
|
| 83 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
3,2203.2k
$112.2k |
$112.2k |
0.00% |
Reduced
-496 |
-496 |
| 84 |
ALBION FINANCIAL GROUP /UT
0.01% of their portfolio |
SALT LAKE CITY, UT |
3,2003.2k
$111.5k |
$111.5k |
0.01% |
Unchanged |
|
| 85 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
3,1253.1k
$108.9k |
$108.9k |
0.00% |
New |
|
| 86 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
2,7892.8k
$97.2k |
$97.2k |
0.00% |
First filing |
|
| 87 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
2,5452.5k
$88.7k |
$88.7k |
0.00% |
Unchanged |
|
| 88 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
2,0002.0k
$70.0k |
$70.0k |
0.00% |
New |
|
| 89 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
1,9542.0k
$68.1k |
$68.1k |
0.00% |
Unchanged |
|
| 90 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,8271.8k
$63.7k |
$63.7k |
0.00% |
Unchanged |
|
| 91 |
Integrity Financial Corp /WA
0.02% of their portfolio |
JACKSON, WY |
1,1111.1k
$38.7k |
$38.7k |
0.02% |
Unchanged |
|
| 92 |
IFG Advisory, LLC
0.00% of their portfolio |
ATLANTA, GA |
624624
$21.7k |
$21.7k |
0.00% |
New |
|
| 93 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
609609
$21.1k |
$21.1k |
0.00% |
Reduced
-6 |
-6 |
| 94 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.00% of their portfolio |
ORLANDO, FL |
550550
$19.1k |
$19.1k |
0.00% |
New |
|
| 95 |
Quest 10 Wealth Builders, Inc.
0.01% of their portfolio |
Fuquay-Varina, VA |
500500
$17.4k |
$17.4k |
0.01% |
Unchanged |
|
| 96 |
Buck Wealth Strategies, LLC
0.00% of their portfolio |
DENVER, CO |
400400
$13.9k |
$13.9k |
0.00% |
New |
|
| 97 |
Strive Financial Group ,LLC
0.00% of their portfolio |
CARMEL, IN |
9393
$3.2k |
$3.2k |
0.00% |
Unchanged |
|
| 98 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
77
$242 |
$242 |
0.00% |
Unchanged |
|