| 1 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
287,067287.1k
$12.1m |
$12.1m |
0.03% |
Added
+258.2k |
+258,238 |
| 2 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
268,610268.6k
$11.3m |
$11.3m |
0.01% |
Added
+104.6k |
+104,630 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
258,097258.1k
$10.9m |
$10.9m |
0.00% |
Added
+16.5k |
+16,543 |
| 4 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
241,194241.2k
$10.2m |
$10.2m |
0.01% |
Added
+126.9k |
+126,868 |
| 5 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
216,720216.7k
$9.1m |
$9.1m |
0.02% |
Added
+55.9k |
+55,885 |
| 6 |
STEPHENS INC /AR/
0.12% of their portfolio |
LITTLE ROCK, AR |
208,165208.2k
$8.8m |
$8.8m |
0.12% |
Added
+81.7k |
+81,727 |
| 7 |
REAP Financial Group, LLC
1.64% of their portfolio |
AUSTIN, TX |
165,439165.4k
$7.0m |
$7.0m |
1.64% |
Added
+73.3k |
+73,252 |
| 8 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
160,326160.3k
$6.7m |
$6.7m |
0.01% |
Added
+12.4k |
+12,363 |
| 9 |
Valtinson Bruner Financial Planning LLC
2.07% of their portfolio |
NEW BRIGHTON, MN |
156,640156.6k
$6.6m |
$6.6m |
2.07% |
Reduced
-1.1k |
-1,133 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
153,043153.0k
$6.5m |
$6.5m |
0.00% |
Added
+34.4k |
+34,443 |
| 11 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
141,786141.8k
$6.0m |
$6.0m |
0.01% |
Added
+17.2k |
+17,220 |
| 12 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
140,517140.5k
$5.9m |
$5.9m |
0.00% |
Added
+47.5k |
+47,515 |
| 13 |
Bison Wealth, LLC
0.38% of their portfolio |
ATLANTA, GA |
114,137114.1k
$4.8m |
$4.8m |
0.38% |
Added
+28.1k |
+28,106 |
| 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
1.41% of their portfolio |
WILLIAMSVILLE, NY |
108,333108.3k
$4.6m |
$4.6m |
1.41% |
Reduced
-8.3k |
-8,303 |
| 15 |
Signal Advisors Wealth, LLC
0.33% of their portfolio |
DETROIT, MI |
101,161101.2k
$4.3m |
$4.3m |
0.33% |
Added
+28.4k |
+28,356 |
| 16 |
Tanglewood Legacy Advisors, LLC
1.71% of their portfolio |
HOUSTON, TX |
98,85898.9k
$4.2m |
$4.2m |
1.71% |
Reduced
-4.3k |
-4,323 |
| 17 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
97,74997.7k
$4.1m |
$4.1m |
0.02% |
Added
+15.4k |
+15,363 |
| 18 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
92,85492.9k
$3.9m |
$3.9m |
0.01% |
Added
+33.7k |
+33,729 |
| 19 |
OneDigital Investment Advisors LLC
0.03% of their portfolio |
OVERLAND PARK, KS |
67,72467.7k
$2.9m |
$2.9m |
0.03% |
Added
+3.1k |
+3,102 |
| 20 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
57,13257.1k
$2.4m |
$2.4m |
0.00% |
Added
+15.1k |
+15,097 |
| 21 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.40% of their portfolio |
BLUE BELL, PA |
56,12156.1k
$2.4m |
$2.4m |
0.40% |
Added
+15.0k |
+14,967 |
| 22 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
55,34955.3k
$2.3m |
$2.3m |
0.01% |
Added
+9.0k |
+8,959 |
| 23 |
HARBOUR INVESTMENTS, INC.
0.05% of their portfolio |
MADISON, WI |
49,45349.5k
$2.1m |
$2.1m |
0.05% |
Added
+39.6k |
+39,599 |
| 24 |
Midwest Financial Network, LLC
1.93% of their portfolio |
TINLEY PARK, IL |
46,18646.2k
$1.9m |
$1.9m |
1.93% |
Reduced
-6.8k |
-6,797 |
| 25 |
Advisory Services Network, LLC
0.03% of their portfolio |
ATLANTA, GA |
45,13745.1k
$1.9m |
$1.9m |
0.03% |
Added
+4.9k |
+4,932 |
| 26 |
SMART Wealth LLC
0.56% of their portfolio |
Omaha, NE |
42,21542.2k
$1.8m |
$1.8m |
0.56% |
Reduced
-738 |
-738 |
| 27 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
39,66639.7k
$1.7m |
$1.7m |
0.01% |
Added
+10.0k |
+10,011 |
| 28 |
Keystone Wealth Services, LLC
0.37% of their portfolio |
PALM DESERT, CA |
36,51536.5k
$1.5m |
$1.5m |
0.37% |
Added
+6.2k |
+6,230 |
| 29 |
SOA Wealth Advisors, LLC.
0.27% of their portfolio |
NEW YORK, NY |
34,46834.5k
$1.5m |
$1.5m |
0.27% |
Added
+28.9k |
+28,887 |
| 30 |
Fragasso Financial Advisors Inc
0.09% of their portfolio |
SEWICKLEY, PA |
33,35333.4k
$1.4m |
$1.4m |
0.09% |
Reduced
-1.9k |
-1,896 |
| 31 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
32,80632.8k
$1.4m |
$1.4m |
0.00% |
Added
+17.5k |
+17,529 |
| 32 |
RiverTree Advisors, LLC
0.90% of their portfolio |
WINTER PARK, FL |
31,90331.9k
$1.3m |
$1.3m |
0.90% |
Reduced
-1.5k |
-1,539 |
| 33 |
Integrity Financial Corp /WA
0.66% of their portfolio |
JACKSON, WY |
30,55830.6k
$1.3m |
$1.3m |
0.66% |
Added
+3.8k |
+3,782 |
| 34 |
Foguth Wealth Management, LLC.
0.26% of their portfolio |
BRIGHTON, MI |
29,35629.4k
$1.2m |
$1.2m |
0.26% |
Reduced
-29.2k |
-29,191 |
| 35 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
29,23529.2k
$1.2m |
$1.2m |
0.02% |
Added
+2.6k |
+2,595 |
| 36 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
29,00029.0k
$1.2m |
$1.2m |
0.00% |
Added
+27.7k |
+27,693 |
| 37 |
MGO ONE SEVEN LLC
0.04% of their portfolio |
Beachwood, OH |
28,71828.7k
$1.2m |
$1.2m |
0.04% |
Added
+22.3k |
+22,275 |
| 38 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
27,28827.3k
$1.2m |
$1.2m |
0.00% |
Added
+13.8k |
+13,776 |
| 39 |
MTM Investment Management, LLC
0.37% of their portfolio |
SPARTANBURG, SC |
26,39526.4k
$1.1m |
$1.1m |
0.37% |
Unchanged |
|
| 40 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
25,76425.8k
$1.1m |
$1.1m |
0.01% |
Added
+6.1k |
+6,129 |
| 41 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
25,36125.4k
$1.1m |
$1.1m |
0.00% |
Added
+18.5k |
+18,498 |
| 42 |
McKinley Carter Wealth Services, Inc.
0.05% of their portfolio |
WHEELING, WV |
23,01223.0k
$970.9k |
$970.9k |
0.05% |
Unchanged |
|
| 43 |
FOUNDERS FINANCIAL SECURITIES LLC
0.07% of their portfolio |
TOWSON, MD |
21,33121.3k
$900.0k |
$900.0k |
0.07% |
Added
+2.5k |
+2,531 |
| 44 |
Maridea Wealth Management LLC
0.22% of their portfolio |
BROOKLYN, NY |
19,88819.9k
$839.1k |
$839.1k |
0.22% |
New |
|
| 45 |
TFB Advisors LLC
0.21% of their portfolio |
OVERLAND PARK, KS |
19,25919.3k
$812.5k |
$812.5k |
0.21% |
Reduced
-614 |
-614 |
| 46 |
Main Street Financial Solutions, LLC
0.06% of their portfolio |
NEWTOWN, PA |
18,48718.5k
$780.0k |
$780.0k |
0.06% |
Added
+5.4k |
+5,369 |
| 47 |
Harvest Investment Services, LLC
0.17% of their portfolio |
Oakbrook Terrace, IL |
18,18518.2k
$767.2k |
$767.2k |
0.17% |
Added
+12.6k |
+12,609 |
| 48 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
17,55717.6k
$740.7k |
$740.7k |
0.00% |
Reduced
-4.8k |
-4,844 |
| 49 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.01% of their portfolio |
IRVING, TX |
16,79316.8k
$708.5k |
$708.5k |
0.01% |
New |
|
| 50 |
IHT Wealth Management, LLC
0.02% of their portfolio |
Chicago, IL |
16,65316.7k
$702.6k |
$702.6k |
0.02% |
Reduced
-1.8k |
-1,794 |
| 51 |
Barnes Wealth Management Group, Inc
0.40% of their portfolio |
Bakersfield, CA |
16,22816.2k
$684.7k |
$684.7k |
0.40% |
Reduced
-102 |
-102 |
| 52 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
15,53515.5k
$655.4k |
$655.4k |
0.00% |
New |
|
| 53 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
15,18415.2k
$640.6k |
$640.6k |
0.03% |
Added
+932 |
+932 |
| 54 |
KINGSWOOD WEALTH ADVISORS, LLC
0.05% of their portfolio |
SAN DIEGO, CA |
15,17515.2k
$640.2k |
$640.2k |
0.05% |
Added
+2.7k |
+2,704 |
| 55 |
Sequent Planning LLC
0.20% of their portfolio |
OMAHA, NE |
14,75514.8k
$622.5k |
$622.5k |
0.20% |
Unchanged |
|
| 56 |
FWG Investments, LLC.
0.47% of their portfolio |
LEXINGTON, KY |
14,53214.5k
$613.1k |
$613.1k |
0.47% |
Reduced
-5.4k |
-5,366 |
| 57 |
CITIZENS FINANCIAL GROUP INC/RI
0.01% of their portfolio |
PROVIDENCE, RI |
14,40914.4k
$607.9k |
$607.9k |
0.01% |
New |
|
| 58 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
14,08314.1k
$594.2k |
$594.2k |
0.01% |
Reduced
-775 |
-775 |
| 59 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
13,95013.9k
$589.0k |
$589.0k |
0.03% |
Added
+2.1k |
+2,132 |
| 60 |
Catalina Capital Group, LLC
0.40% of their portfolio |
Torrance, CA |
13,94613.9k
$588.4k |
$588.4k |
0.40% |
New |
|
| 61 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
13,84113.8k
$584.0k |
$584.0k |
0.01% |
New |
|
| 62 |
FORTRESS PRIVATE LEDGER, LLC
0.26% of their portfolio |
RALEIGH, NC |
13,56413.6k
$572.3k |
$572.3k |
0.26% |
Reduced
-283 |
-283 |
| 63 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
12,69812.7k
$535.7k |
$535.7k |
0.01% |
Added
+3.4k |
+3,442 |
| 64 |
LifeWealth Investments, LLC
0.09% of their portfolio |
WINTER GARDEN, FL |
12,38012.4k
$522.3k |
$522.3k |
0.09% |
Unchanged |
|
| 65 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
12,11612.1k
$511.2k |
$511.2k |
0.02% |
Reduced
-738 |
-738 |
| 66 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.18% of their portfolio |
WATERLOO, IA |
11,90011.9k
$502.1k |
$502.1k |
0.18% |
Added
+2.1k |
+2,146 |
| 67 |
Coppell Advisory Solutions LLC
0.03% of their portfolio |
COPPELL, TX |
11,49311.5k
$484.0k |
$484.0k |
0.03% |
Added
+1.1k |
+1,080 |
| 68 |
Prosperity Consulting Group, LLC
0.03% of their portfolio |
OWINGS MILLS, MD |
11,26211.3k
$475.1k |
$475.1k |
0.03% |
Reduced
-1.0k |
-1,000 |
| 69 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
10,63210.6k
$448.6k |
$448.6k |
0.01% |
New |
|
| 70 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
10,63010.6k
$448.5k |
$448.5k |
0.01% |
Reduced
-57 |
-57 |
| 71 |
Sunbelt Securities, Inc.
0.04% of their portfolio |
HOUSTON, TX |
10,43110.4k
$430.7k |
$430.7k |
0.04% |
Added
+7.4k |
+7,428 |
| 72 |
DHJJ Financial Advisors, Ltd.
0.16% of their portfolio |
NAPERVILLE, IL |
10,40910.4k
$439.2k |
$439.2k |
0.16% |
Added
+653 |
+653 |
| 73 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
10,32410.3k
$435.6k |
$435.6k |
0.01% |
Reduced
-21.8k |
-21,789 |
| 74 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
10,32110.3k
$435.4k |
$435.4k |
0.01% |
Added
+3.0k |
+3,040 |
| 75 |
Grant Private Wealth Management Inc
0.24% of their portfolio |
PLEASANTON, CA |
10,00010.0k
$421.9k |
$421.9k |
0.24% |
New |
|
| 76 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
9,8549.9k
$415.7k |
$415.7k |
0.01% |
Added
+1.6k |
+1,630 |
| 77 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
9,8329.8k
$414.8k |
$414.8k |
0.00% |
Reduced
-8.0k |
-7,968 |
| 78 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
9,7039.7k
$409.4k |
$409.4k |
0.01% |
Added
+666 |
+666 |
| 79 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
9,4119.4k
$397.1k |
$397.1k |
0.01% |
New |
|
| 80 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
9,3719.4k
$395.0k |
$395.0k |
0.01% |
Unchanged |
|
| 81 |
NOVEM GROUP
0.05% of their portfolio |
Rochester, NY |
9,1569.2k
$386.3k |
$386.3k |
0.05% |
New |
|
| 82 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
9,1149.1k
$384.5k |
$384.5k |
0.00% |
Unchanged |
|
| 83 |
Atria Wealth Solutions, Inc.
0.01% of their portfolio |
NEW YORK, NY |
9,0359.0k
$382.4k |
$382.4k |
0.01% |
Reduced
-17 |
-17 |
| 84 |
INSIGNEO ADVISORY SERVICES, LLC
0.03% of their portfolio |
MIAMI, FL |
8,7948.8k
$371.0k |
$371.0k |
0.03% |
Unchanged |
|
| 85 |
Buck Wealth Strategies, LLC
0.05% of their portfolio |
DENVER, CO |
8,5268.5k
$359.7k |
$359.7k |
0.05% |
New |
|
| 86 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
8,2258.2k
$347.0k |
$347.0k |
0.02% |
Reduced
-4.2k |
-4,156 |
| 87 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
8,0188.0k
$338.3k |
$338.3k |
0.00% |
Reduced
-7.2k |
-7,247 |
| 88 |
Lion Street Advisors, LLC
0.10% of their portfolio |
Austin, TX |
7,8637.9k
$331.7k |
$331.7k |
0.10% |
Added
+1.4k |
+1,435 |
| 89 |
StoneX Group Inc.
0.02% of their portfolio |
NEW YORK, NY |
7,7567.8k
$327.2k |
$327.2k |
0.02% |
New |
|
| 90 |
Bullseye Investment Management, LLC
0.18% of their portfolio |
CINCINNATI, OH |
7,2237.2k
$295.4k |
$295.4k |
0.18% |
Unchanged |
|
| 91 |
NewEdge Wealth, LLC
0.00% of their portfolio |
STAMFORD, CT |
7,0097.0k
$299.4k |
$299.4k |
0.00% |
Unchanged |
|
| 92 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.24% of their portfolio |
ANCHORAGE, AK |
6,4856.5k
$275.8k |
$275.8k |
0.24% |
Added
+1.2k |
+1,173 |
| 93 |
Faithward Advisors, LLC
0.04% of their portfolio |
LANCASTER, PA |
6,4596.5k
$272.5k |
$272.5k |
0.04% |
Added
+898 |
+898 |
| 94 |
McCarthy & Cox
0.07% of their portfolio |
MARYSVILLE, OH |
6,4166.4k
$270.7k |
$270.7k |
0.07% |
Unchanged |
|
| 95 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
6,2576.3k
$264.0k |
$264.0k |
0.00% |
New |
|
| 96 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
6,1216.1k
$259.2k |
$259.2k |
0.00% |
Reduced
-619 |
-619 |
| 97 |
Gerber Kawasaki Wealth & Investment Management
0.01% of their portfolio |
SANTA MONICA, CA |
5,8255.8k
$245.8k |
$245.8k |
0.01% |
New |
|
| 98 |
UPTICK PARTNERS, LLC
0.07% of their portfolio |
NACOGDOCHES, TX |
5,7065.7k
$240.7k |
$240.7k |
0.07% |
New |
|
| 99 |
Lifeworks Advisors, LLC
0.03% of their portfolio |
GRAND RAPIDS, MI |
5,3085.3k
$223.9k |
$223.9k |
0.03% |
Unchanged |
|
| 100 |
Financial Network Wealth Advisors LLC
0.27% of their portfolio |
MURRAY, UT |
5,2975.3k
$223.5k |
$223.5k |
0.27% |
Unchanged |
|