| 1 |
CWM, LLC
0.04% of their portfolio |
OMAHA, NE |
212,861212.9k
$8.6m |
$8.6m |
0.04% |
Reduced
-3.9k |
-3,922 |
| 2 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
207,838207.8k
$8.4m |
$8.4m |
0.02% |
Reduced
-34.7k |
-34,657 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
192,493192.5k
$7.8m |
$7.8m |
0.01% |
Reduced
-187.3k |
-187,297 |
| 4 |
McCarthy & Cox
2.65% of their portfolio |
MARYSVILLE, OH |
170,996171.0k
$6.9m |
$6.9m |
2.65% |
Reduced
-200 |
-200 |
| 5 |
Valtinson Bruner Financial Planning LLC
2.31% of their portfolio |
NEW BRIGHTON, MN |
164,020164.0k
$6.6m |
$6.6m |
2.31% |
Reduced
-748 |
-748 |
| 6 |
Signal Advisors Wealth, LLC
0.88% of their portfolio |
DETROIT, MI |
151,297151.3k
$6.1m |
$6.1m |
0.88% |
Added
+139.0k |
+138,996 |
| 7 |
RAYMOND JAMES & ASSOCIATES
0.00% of their portfolio |
ST PETERSBURG, FL |
141,270141.3k
$5.7m |
$5.7m |
0.00% |
Reduced
-8.3k |
-8,296 |
| 8 |
STEPHENS INC /AR/
0.08% of their portfolio |
LITTLE ROCK, AR |
130,986131.0k
$5.3m |
$5.3m |
0.08% |
Reduced
-1.4k |
-1,369 |
| 9 |
Foguth Wealth Management, LLC.
1.89% of their portfolio |
BRIGHTON, MI |
128,922128.9k
$5.2m |
$5.2m |
1.89% |
Reduced
-780 |
-780 |
| 10 |
Raymond James Financial Services Advisors, Inc.
0.01% of their portfolio |
ST. PETERSBURG, FL |
125,187125.2k
$5.1m |
$5.1m |
0.01% |
Reduced
-21.4k |
-21,410 |
| 11 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
1.63% of their portfolio |
WILLIAMSVILLE, NY |
117,486117.5k
$4.7m |
$4.7m |
1.63% |
Reduced
-3.3k |
-3,281 |
| 12 |
Tanglewood Legacy Advisors, LLC
2.11% of their portfolio |
HOUSTON, TX |
117,398117.4k
$4.7m |
$4.7m |
2.11% |
Reduced
-1.6k |
-1,650 |
| 13 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
109,679109.7k
$4.4m |
$4.4m |
0.00% |
Reduced
-261.4k |
-261,376 |
| 14 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
109,487109.5k
$4.4m |
$4.4m |
0.01% |
Reduced
-663 |
-663 |
| 15 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
102,614102.6k
$4.1m |
$4.1m |
0.01% |
Added
+1.7k |
+1,675 |
| 16 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
101,306101.3k
$4.1m |
$4.1m |
0.00% |
Added
+5.5k |
+5,487 |
| 17 |
REAP Financial Group, LLC
0.97% of their portfolio |
AUSTIN, TX |
97,81897.8k
$4.0m |
$4.0m |
0.97% |
Added
+5.7k |
+5,711 |
| 18 |
OneDigital Investment Advisors LLC
0.05% of their portfolio |
OVERLAND PARK, KS |
97,66197.7k
$3.9m |
$3.9m |
0.05% |
Reduced
-8.8k |
-8,760 |
| 19 |
RiverTree Advisors, LLC
2.56% of their portfolio |
WINTER PARK, FL |
93,28793.3k
$3.8m |
$3.8m |
2.56% |
Reduced
-5.2k |
-5,212 |
| 20 |
Bullseye Investment Management, LLC
2.07% of their portfolio |
CINCINNATI, OH |
86,08586.1k
$3.6m |
$3.6m |
2.07% |
Added
+51.6k |
+51,553 |
| 21 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
82,21282.2k
$3.3m |
$3.3m |
0.02% |
Reduced
-24.4k |
-24,427 |
| 22 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
75,85975.9k
$3.1m |
$3.1m |
0.01% |
Reduced
-294.2k |
-294,238 |
| 23 |
ASSETMARK, INC
0.01% of their portfolio |
CONCORD, CA |
75,19875.2k
$3.0m |
$3.0m |
0.01% |
Added
+49.7k |
+49,716 |
| 24 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
48,69548.7k
$2.0m |
$2.0m |
0.01% |
Reduced
-2.8k |
-2,798 |
| 25 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.32% of their portfolio |
BLUE BELL, PA |
42,07942.1k
$1.7m |
$1.7m |
0.32% |
Added
+1.5k |
+1,529 |
| 26 |
Fragasso Financial Advisors Inc
0.13% of their portfolio |
SEWICKLEY, PA |
41,37141.4k
$1.7m |
$1.7m |
0.13% |
Reduced
-1.7k |
-1,664 |
| 27 |
IHT Wealth Management, LLC
0.04% of their portfolio |
Chicago, IL |
38,65838.7k
$1.6m |
$1.6m |
0.04% |
Added
+18.5k |
+18,505 |
| 28 |
B. Riley Wealth Advisors, Inc.
0.04% of their portfolio |
MEMPHIS, TN |
33,26733.3k
$1.3m |
$1.3m |
0.04% |
Unchanged |
|
| 29 |
Keystone Wealth Services, LLC
0.37% of their portfolio |
PALM DESERT, CA |
33,02833.0k
$1.3m |
$1.3m |
0.37% |
Unchanged |
|
| 30 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
32,45432.5k
$1.3m |
$1.3m |
0.00% |
Added
+2.3k |
+2,293 |
| 31 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
29,66629.7k
$1.2m |
$1.2m |
0.01% |
Reduced
-8.5k |
-8,539 |
| 32 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
0.07% of their portfolio |
BIRMINGHAM, AL |
28,27228.3k
$1.1m |
$1.1m |
0.07% |
Reduced
-3.4k |
-3,406 |
| 33 |
Integrity Financial Corp /WA
0.64% of their portfolio |
JACKSON, WY |
27,14827.1k
$1.1m |
$1.1m |
0.64% |
Added
+69 |
+69 |
| 34 |
Apollon Wealth Management, LLC
0.03% of their portfolio |
MOUNT PLEASANT, SC |
26,64026.6k
$1.1m |
$1.1m |
0.03% |
Unchanged |
|
| 35 |
MTM Investment Management, LLC
0.41% of their portfolio |
SPARTANBURG, SC |
26,39526.4k
$1.1m |
$1.1m |
0.41% |
Reduced
-600 |
-600 |
| 36 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
23,76723.8k
$960.9k |
$960.9k |
0.01% |
Reduced
-884 |
-884 |
| 37 |
McKinley Carter Wealth Services, Inc.
0.06% of their portfolio |
WHEELING, WV |
23,01223.0k
$930.4k |
$930.4k |
0.06% |
Unchanged |
|
| 38 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
21,54621.5k
$871.1k |
$871.1k |
0.01% |
Unchanged |
|
| 39 |
KINGSWOOD WEALTH ADVISORS, LLC
0.06% of their portfolio |
SAN DIEGO, CA |
20,85920.9k
$892.7k |
$892.7k |
0.06% |
Added
+5.9k |
+5,938 |
| 40 |
FWG Investments, LLC.
0.72% of their portfolio |
LEXINGTON, KY |
20,72620.7k
$838.0k |
$838.0k |
0.72% |
Reduced
-225 |
-225 |
| 41 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.32% of their portfolio |
WATERLOO, IA |
19,16019.2k
$774.6k |
$774.6k |
0.32% |
Unchanged |
|
| 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
16,89116.9k
$682.9k |
$682.9k |
0.00% |
New |
|
| 43 |
Accel Wealth Management
0.25% of their portfolio |
WAVERLY, IA |
16,55516.6k
$669.3k |
$669.3k |
0.25% |
Reduced
-55 |
-55 |
| 44 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
16,33316.3k
$660.0k |
$660.0k |
0.00% |
New |
|
| 45 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
15,52715.5k
$627.8k |
$627.8k |
0.00% |
New |
|
| 46 |
SMART Wealth LLC
0.24% of their portfolio |
Omaha, NE |
15,37315.4k
$621.5k |
$621.5k |
0.24% |
Added
+3.7k |
+3,697 |
| 47 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
14,85814.9k
$600.7k |
$600.7k |
0.01% |
Unchanged |
|
| 48 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
14,75614.8k
$596.6k |
$596.6k |
0.03% |
Added
+4.8k |
+4,775 |
| 49 |
Sequent Planning LLC
0.21% of their portfolio |
OMAHA, NE |
14,75514.8k
$596.5k |
$596.5k |
0.21% |
Reduced
-318 |
-318 |
| 50 |
TOWNSQUARE CAPITAL LLC
0.01% of their portfolio |
Lehi, UT |
14,67914.7k
$593.5k |
$593.5k |
0.01% |
Reduced
-594 |
-594 |
| 51 |
Main Street Financial Solutions, LLC
0.05% of their portfolio |
NEWTOWN, PA |
13,69013.7k
$553.5k |
$553.5k |
0.05% |
Reduced
-1.2k |
-1,180 |
| 52 |
Prosperity Consulting Group, LLC
0.04% of their portfolio |
OWINGS MILLS, MD |
12,26212.3k
$495.8k |
$495.8k |
0.04% |
New |
|
| 53 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
11,95812.0k
$483.0k |
$483.0k |
0.00% |
Reduced
-16.3k |
-16,319 |
| 54 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
11,91811.9k
$482.0k |
$482.0k |
0.03% |
Reduced
-135 |
-135 |
| 55 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
11,58711.6k
$468.5k |
$468.5k |
0.02% |
Added
+991 |
+991 |
| 56 |
FLAGSTAR SECURITIES, INC
0.12% of their portfolio |
New York, NY |
11,35711.4k
$459.2k |
$459.2k |
0.12% |
Added
+47 |
+47 |
| 57 |
TFB Advisors LLC
0.14% of their portfolio |
OVERLAND PARK, KS |
11,31511.3k
$457.5k |
$457.5k |
0.14% |
Added
+2.0k |
+2,002 |
| 58 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
11,26111.3k
$455.3k |
$455.3k |
0.04% |
Unchanged |
|
| 59 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
11,17711.2k
$451.9k |
$451.9k |
0.01% |
Reduced
-22.7k |
-22,740 |
| 60 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
9,96010.0k
$402.7k |
$402.7k |
0.01% |
Reduced
-107.0k |
-107,004 |
| 61 |
DHJJ Financial Advisors, Ltd.
0.16% of their portfolio |
NAPERVILLE, IL |
9,7969.8k
$396.1k |
$396.1k |
0.16% |
Reduced
-65 |
-65 |
| 62 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
9,6419.6k
$389.8k |
$389.8k |
0.00% |
New |
|
| 63 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
9,4219.4k
$381.0k |
$381.0k |
0.01% |
Unchanged |
|
| 64 |
Atria Wealth Solutions, Inc.
0.00% of their portfolio |
NEW YORK, NY |
9,3239.3k
$376.9k |
$376.9k |
0.00% |
Reduced
-262 |
-262 |
| 65 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
9,1149.1k
$368.5k |
$368.5k |
0.00% |
Reduced
-128 |
-128 |
| 66 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
9,0379.0k
$365.4k |
$365.4k |
0.01% |
Reduced
-1.2k |
-1,226 |
| 67 |
INSIGNEO ADVISORY SERVICES, LLC
0.04% of their portfolio |
MIAMI, FL |
8,7948.8k
$355.5k |
$355.5k |
0.04% |
Unchanged |
|
| 68 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
8,2248.2k
$332.5k |
$332.5k |
0.01% |
Unchanged |
|
| 69 |
FOUNDERS FINANCIAL SECURITIES LLC
0.03% of their portfolio |
TOWSON, MD |
8,0548.1k
$325.6k |
$325.6k |
0.03% |
New |
|
| 70 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
7,7637.8k
$313.9k |
$313.9k |
0.00% |
Reduced
-4.2k |
-4,222 |
| 71 |
Lifeworks Advisors, LLC
0.06% of their portfolio |
GRAND RAPIDS, MI |
7,1767.2k
$290.1k |
$290.1k |
0.06% |
Reduced
-1.8k |
-1,800 |
| 72 |
NewEdge Wealth, LLC
0.01% of their portfolio |
STAMFORD, CT |
7,0097.0k
$283.4k |
$283.4k |
0.01% |
Reduced
-650 |
-650 |
| 73 |
Faithward Advisors, LLC
0.05% of their portfolio |
LANCASTER, PA |
6,9196.9k
$279.7k |
$279.7k |
0.05% |
Reduced
-19 |
-19 |
| 74 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
6,5186.5k
$263.5k |
$263.5k |
0.01% |
Unchanged |
|
| 75 |
Lion Street Advisors, LLC
0.09% of their portfolio |
Austin, TX |
6,4286.4k
$259.9k |
$259.9k |
0.09% |
Unchanged |
|
| 76 |
Harvest Investment Services, LLC
0.08% of their portfolio |
Oakbrook Terrace, IL |
6,2196.2k
$251.4k |
$251.4k |
0.08% |
Added
+100 |
+100 |
| 77 |
JOURNEY STRATEGIC WEALTH LLC
0.01% of their portfolio |
SUMMIT, NJ |
5,8995.9k
$238.5k |
$238.5k |
0.01% |
Reduced
-108 |
-108 |
| 78 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
5,8705.9k
$237.3k |
$237.3k |
0.02% |
Reduced
-505 |
-505 |
| 79 |
1ST SOURCE BANK
0.01% of their portfolio |
SOUTH BEND, IN |
5,4525.5k
$220.4k |
$220.4k |
0.01% |
Unchanged |
|
| 80 |
Legacy Private Trust Co.
0.01% of their portfolio |
NEENAH, WI |
5,1445.1k
$208.0k |
$208.0k |
0.01% |
Reduced
-276 |
-276 |
| 81 |
AdvisorNet Financial, Inc
0.02% of their portfolio |
MINNETONKA, MN |
5,1005.1k
$206.2k |
$206.2k |
0.02% |
Reduced
-300 |
-300 |
| 82 |
Clear Creek Financial Management, LLC
0.02% of their portfolio |
SILVERDALE, WA |
5,0005.0k
$202.2k |
$202.2k |
0.02% |
Reduced
-325 |
-325 |
| 83 |
SOA Wealth Advisors, LLC.
0.03% of their portfolio |
NEW YORK, NY |
4,4304.4k
$179.1k |
$179.1k |
0.03% |
Unchanged |
|
| 84 |
LANARK FINANCIAL, INC.
0.01% of their portfolio |
BIRMINGHAM, AL |
3,3933.4k
$137.0k |
$137.0k |
0.01% |
Reduced
-424 |
-424 |
| 85 |
WOLFF WIESE MAGANA LLC
0.09% of their portfolio |
CARSLBAD, CA |
3,2153.2k
$130.0k |
$130.0k |
0.09% |
Unchanged |
|
| 86 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
2,8752.9k
$116.2k |
$116.2k |
0.00% |
Unchanged |
|
| 87 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
2,8332.8k
$114.5k |
$114.5k |
0.00% |
New |
|
| 88 |
Darwin Wealth Management, LLC
0.03% of their portfolio |
TAMPA, FL |
2,7312.7k
$110.4k |
$110.4k |
0.03% |
New |
|
| 89 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
2,4712.5k
$99.9k |
$99.9k |
0.00% |
Added
+800 |
+800 |
| 90 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,4112.4k
$97.5k |
$97.5k |
0.00% |
New |
|
| 91 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
2,3232.3k
$93.9k |
$93.9k |
0.00% |
Added
+2.1k |
+2,111 |
| 92 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
1,3071.3k
$52.8k |
$52.8k |
0.00% |
Reduced
-33 |
-33 |
| 93 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
1,3051.3k
$52.8k |
$52.8k |
0.00% |
Unchanged |
|
| 94 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
615615
$24.8k |
$24.8k |
0.00% |
Unchanged |
|
| 95 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
550550
$22.2k |
$22.2k |
0.00% |
New |
|
| 96 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
513513
$20.7k |
$20.7k |
0.00% |
New |
|
| 97 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
500500
$20.2k |
$20.2k |
0.00% |
Unchanged |
|
| 98 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
200200
$8.1k |
$8.1k |
0.00% |
Reduced
-22.7k |
-22,714 |
| 99 |
Clear Point Advisors Inc.
0.00% of their portfolio |
MELVILLE, NY |
100100
$4.0k |
$4.0k |
0.00% |
Unchanged |
|