| 1 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
286,557286.6k
$12.5m |
$12.5m |
0.03% |
Reduced
-510 |
-510 |
| 2 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
248,017248.0k
$10.8m |
$10.8m |
0.02% |
Added
+31.3k |
+31,297 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
246,033246.0k
$10.7m |
$10.7m |
0.00% |
Reduced
-12.1k |
-12,064 |
| 4 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
197,210197.2k
$8.6m |
$8.6m |
0.01% |
Reduced
-71.4k |
-71,400 |
| 5 |
STEPHENS INC /AR/
0.11% of their portfolio |
LITTLE ROCK, AR |
197,129197.1k
$8.6m |
$8.6m |
0.11% |
Reduced
-11.0k |
-11,036 |
| 6 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
167,716167.7k
$7.3m |
$7.3m |
0.01% |
Added
+7.4k |
+7,390 |
| 7 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
167,681167.7k
$7.3m |
$7.3m |
0.01% |
Added
+25.9k |
+25,895 |
| 8 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
162,524162.5k
$7.1m |
$7.1m |
0.00% |
Added
+9.5k |
+9,481 |
| 9 |
REAP Financial Group, LLC
1.50% of their portfolio |
AUSTIN, TX |
158,801158.8k
$6.9m |
$6.9m |
1.50% |
Reduced
-6.6k |
-6,638 |
| 10 |
Valtinson Bruner Financial Planning LLC
2.01% of their portfolio |
NEW BRIGHTON, MN |
156,085156.1k
$6.8m |
$6.8m |
2.01% |
Reduced
-555 |
-555 |
| 11 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
150,098150.1k
$6.5m |
$6.5m |
0.00% |
Added
+9.6k |
+9,581 |
| 12 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
116,982117.0k
$5.1m |
$5.1m |
0.01% |
Reduced
-124.2k |
-124,212 |
| 13 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
1.33% of their portfolio |
WILLIAMSVILLE, NY |
106,560106.6k
$4.6m |
$4.6m |
1.33% |
Reduced
-1.8k |
-1,773 |
| 14 |
Tanglewood Legacy Advisors, LLC
1.66% of their portfolio |
HOUSTON, TX |
98,60898.6k
$4.3m |
$4.3m |
1.66% |
Reduced
-250 |
-250 |
| 15 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
90,53790.5k
$3.9m |
$3.9m |
0.01% |
Added
+33.4k |
+33,405 |
| 16 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
90,40790.4k
$3.9m |
$3.9m |
0.02% |
Reduced
-7.3k |
-7,342 |
| 17 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
86,76186.8k
$3.8m |
$3.8m |
0.01% |
Reduced
-6.1k |
-6,093 |
| 18 |
Signal Advisors Wealth, LLC
0.27% of their portfolio |
DETROIT, MI |
68,60568.6k
$3.0m |
$3.0m |
0.27% |
Reduced
-32.6k |
-32,556 |
| 19 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.36% of their portfolio |
BLUE BELL, PA |
55,03055.0k
$2.4m |
$2.4m |
0.36% |
Reduced
-1.1k |
-1,091 |
| 20 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
50,83650.8k
$2.2m |
$2.2m |
0.01% |
Reduced
-4.5k |
-4,513 |
| 21 |
Midwest Financial Network, LLC
1.72% of their portfolio |
TINLEY PARK, IL |
48,62448.6k
$2.1m |
$2.1m |
1.72% |
Added
+2.4k |
+2,438 |
| 22 |
Advisory Services Network, LLC
0.03% of their portfolio |
ATLANTA, GA |
45,94445.9k
$2.0m |
$2.0m |
0.03% |
Added
+807 |
+807 |
| 23 |
SMART Wealth LLC
0.67% of their portfolio |
Omaha, NE |
40,59240.6k
$1.8m |
$1.8m |
0.67% |
Reduced
-1.6k |
-1,623 |
| 24 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
36,84936.8k
$1.6m |
$1.6m |
0.01% |
Reduced
-2.8k |
-2,817 |
| 25 |
Keystone Wealth Services, LLC
0.35% of their portfolio |
PALM DESERT, CA |
36,51536.5k
$1.6m |
$1.6m |
0.35% |
Unchanged |
|
| 26 |
SOA Wealth Advisors, LLC.
0.26% of their portfolio |
NEW YORK, NY |
34,85934.9k
$1.5m |
$1.5m |
0.26% |
Added
+391 |
+391 |
| 27 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
32,44432.4k
$1.4m |
$1.4m |
0.00% |
Reduced
-362 |
-362 |
| 28 |
Fragasso Financial Advisors Inc
0.09% of their portfolio |
SEWICKLEY, PA |
32,06632.1k
$1.4m |
$1.4m |
0.09% |
Reduced
-1.3k |
-1,287 |
| 29 |
RiverTree Advisors, LLC
0.85% of their portfolio |
WINTER PARK, FL |
30,48730.5k
$1.3m |
$1.3m |
0.85% |
Reduced
-1.4k |
-1,416 |
| 30 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
29,23529.2k
$1.3m |
$1.3m |
0.02% |
Unchanged |
|
| 31 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
28,93628.9k
$1.3m |
$1.3m |
0.00% |
Reduced
-64 |
-64 |
| 32 |
Integrity Financial Corp /WA
0.58% of their portfolio |
JACKSON, WY |
27,87727.9k
$1.2m |
$1.2m |
0.58% |
Reduced
-2.7k |
-2,681 |
| 33 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
27,83127.8k
$1.2m |
$1.2m |
0.01% |
Added
+2.1k |
+2,067 |
| 34 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
26,74826.7k
$1.2m |
$1.2m |
0.08% |
Added
+5.4k |
+5,417 |
| 35 |
MTM Investment Management, LLC
0.36% of their portfolio |
SPARTANBURG, SC |
26,39526.4k
$1.1m |
$1.1m |
0.36% |
Unchanged |
|
| 36 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
26,31726.3k
$1.1m |
$1.1m |
0.00% |
Added
+956 |
+956 |
| 37 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
26,15726.2k
$1.1m |
$1.1m |
0.01% |
Reduced
-41.6k |
-41,567 |
| 38 |
McKinley Carter Wealth Services, Inc.
0.06% of their portfolio |
WHEELING, WV |
24,17224.2k
$1.1m |
$1.1m |
0.06% |
Added
+1.2k |
+1,160 |
| 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
23,89423.9k
$1.0m |
$1.0m |
0.00% |
Added
+6.3k |
+6,337 |
| 40 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
23,17523.2k
$1.0m |
$1.0m |
0.02% |
Reduced
-5.5k |
-5,543 |
| 41 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
23,13323.1k
$1.0m |
$1.0m |
0.02% |
Reduced
-26.3k |
-26,320 |
| 42 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
20,89420.9k
$909.0k |
$909.0k |
0.03% |
Added
+10.6k |
+10,570 |
| 43 |
Maridea Wealth Management LLC
0.13% of their portfolio |
BROOKLYN, NY |
19,88819.9k
$867.5k |
$867.5k |
0.13% |
Unchanged |
|
| 44 |
TFB Advisors LLC
0.24% of their portfolio |
OVERLAND PARK, KS |
19,24719.2k
$835.5k |
$835.5k |
0.24% |
Reduced
-12 |
-12 |
| 45 |
Main Street Financial Solutions, LLC
0.05% of their portfolio |
NEWTOWN, PA |
18,43718.4k
$802.1k |
$802.1k |
0.05% |
Reduced
-50 |
-50 |
| 46 |
Barnes Wealth Management Group, Inc
0.39% of their portfolio |
Bakersfield, CA |
16,23216.2k
$706.2k |
$706.2k |
0.39% |
Added
+4 |
+4 |
| 47 |
IHT Wealth Management, LLC
0.02% of their portfolio |
Chicago, IL |
16,06616.1k
$698.9k |
$698.9k |
0.02% |
Reduced
-587 |
-587 |
| 48 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
15,91515.9k
$692.4k |
$692.4k |
0.03% |
Added
+731 |
+731 |
| 49 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
15,66015.7k
$681.3k |
$681.3k |
0.00% |
New |
|
| 50 |
Sequent Planning LLC
0.18% of their portfolio |
OMAHA, NE |
14,75514.8k
$641.9k |
$641.9k |
0.18% |
Unchanged |
|
| 51 |
CITIZENS FINANCIAL GROUP INC/RI
0.01% of their portfolio |
PROVIDENCE, RI |
14,40914.4k
$626.8k |
$626.8k |
0.01% |
Unchanged |
|
| 52 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
13,98814.0k
$609.0k |
$609.0k |
0.00% |
Reduced
-13.3k |
-13,300 |
| 53 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
13,96314.0k
$607.4k |
$607.4k |
0.01% |
Reduced
-120 |
-120 |
| 54 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
13,95013.9k
$607.0k |
$607.0k |
0.03% |
Unchanged |
|
| 55 |
Catalina Capital Group, LLC
0.37% of their portfolio |
Torrance, CA |
13,94613.9k
$606.7k |
$606.7k |
0.37% |
Unchanged |
|
| 56 |
KINGSWOOD WEALTH ADVISORS, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
13,80813.8k
$600.7k |
$600.7k |
0.04% |
Reduced
-1.4k |
-1,367 |
| 57 |
FWG Investments, LLC.
0.41% of their portfolio |
LEXINGTON, KY |
13,79713.8k
$600.2k |
$600.2k |
0.41% |
Reduced
-735 |
-735 |
| 58 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
13,60813.6k
$592.0k |
$592.0k |
0.01% |
Added
+3.0k |
+2,976 |
| 59 |
FORTRESS PRIVATE LEDGER, LLC
0.21% of their portfolio |
RALEIGH, NC |
13,55113.6k
$589.5k |
$589.5k |
0.21% |
Reduced
-13 |
-13 |
| 60 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
13,21813.2k
$575.0k |
$575.0k |
0.01% |
Reduced
-623 |
-623 |
| 61 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
12,43812.4k
$541.1k |
$541.1k |
0.01% |
Reduced
-260 |
-260 |
| 62 |
Coppell Advisory Solutions LLC
0.06% of their portfolio |
COPPELL, TX |
12,05812.1k
$523.8k |
$523.8k |
0.06% |
Added
+565 |
+565 |
| 63 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
11,83511.8k
$514.9k |
$514.9k |
0.02% |
Reduced
-281 |
-281 |
| 64 |
Harvest Investment Services, LLC
0.10% of their portfolio |
Oakbrook Terrace, IL |
11,65911.7k
$507.2k |
$507.2k |
0.10% |
Reduced
-6.5k |
-6,526 |
| 65 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.16% of their portfolio |
WATERLOO, IA |
11,46111.5k
$498.6k |
$498.6k |
0.16% |
Reduced
-439 |
-439 |
| 66 |
DHJJ Financial Advisors, Ltd.
0.15% of their portfolio |
NAPERVILLE, IL |
10,40910.4k
$452.8k |
$452.8k |
0.15% |
Unchanged |
|
| 67 |
NOVEM GROUP
0.05% of their portfolio |
Rochester, NY |
10,35110.4k
$450.3k |
$450.3k |
0.05% |
Added
+1.2k |
+1,195 |
| 68 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
10,31310.3k
$448.6k |
$448.6k |
0.01% |
Added
+459 |
+459 |
| 69 |
Prosperity Consulting Group, LLC
0.02% of their portfolio |
OWINGS MILLS, MD |
10,02610.0k
$436.2k |
$436.2k |
0.02% |
Reduced
-1.2k |
-1,236 |
| 70 |
Griffith & Werner, Inc.
0.23% of their portfolio |
CANTON, GA |
10,00010.0k
$438.4k |
$438.4k |
0.23% |
First filing |
|
| 71 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
9,99810.0k
$435.0k |
$435.0k |
0.01% |
Reduced
-323 |
-323 |
| 72 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
9,5079.5k
$414.0k |
$414.0k |
0.00% |
Added
+3.2k |
+3,250 |
| 73 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
9,4119.4k
$409.4k |
$409.4k |
0.01% |
Unchanged |
|
| 74 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
9,3719.4k
$408.0k |
$408.0k |
0.01% |
Unchanged |
|
| 75 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
9,2709.3k
$403.3k |
$403.3k |
0.00% |
Reduced
-7.5k |
-7,523 |
| 76 |
INSIGNEO ADVISORY SERVICES, LLC
0.03% of their portfolio |
MIAMI, FL |
8,7948.8k
$382.6k |
$382.6k |
0.03% |
Unchanged |
|
| 77 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,8297.8k
$340.6k |
$340.6k |
0.00% |
Reduced
-1.3k |
-1,285 |
| 78 |
Buck Wealth Strategies, LLC
0.05% of their portfolio |
DENVER, CO |
7,8267.8k
$340.5k |
$340.5k |
0.05% |
Reduced
-700 |
-700 |
| 79 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
7,8067.8k
$339.6k |
$339.6k |
0.01% |
Added
+50 |
+50 |
| 80 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
7,3287.3k
$318.8k |
$318.8k |
0.00% |
Reduced
-690 |
-690 |
| 81 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
7,3217.3k
$318.5k |
$318.5k |
0.00% |
Added
+1.2k |
+1,200 |
| 82 |
Bullseye Investment Management, LLC
0.18% of their portfolio |
CINCINNATI, OH |
7,2237.2k
$295.4k |
$295.4k |
0.18% |
Unchanged |
|
| 83 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.25% of their portfolio |
ANCHORAGE, AK |
7,0697.1k
$307.7k |
$307.7k |
0.25% |
Added
+584 |
+584 |
| 84 |
NewEdge Wealth, LLC
0.00% of their portfolio |
STAMFORD, CT |
7,0097.0k
$306.3k |
$306.3k |
0.00% |
Unchanged |
|
| 85 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
6,8846.9k
$299.5k |
$299.5k |
0.02% |
Reduced
-1.3k |
-1,341 |
| 86 |
Consolidated Portfolio Review Corp
0.04% of their portfolio |
WOODBURY, NY |
6,8646.9k
$298.6k |
$298.6k |
0.04% |
Added
+1.7k |
+1,669 |
| 87 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.02% of their portfolio |
DENVER, CO |
6,8056.8k
$296.0k |
$296.0k |
0.02% |
New |
|
| 88 |
Faithward Advisors, LLC
0.04% of their portfolio |
LANCASTER, PA |
6,4596.5k
$281.0k |
$281.0k |
0.04% |
Unchanged |
|
| 89 |
McCarthy & Cox
0.06% of their portfolio |
MARYSVILLE, OH |
6,4166.4k
$279.1k |
$279.1k |
0.06% |
Unchanged |
|
| 90 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
6,0546.1k
$263.4k |
$263.4k |
0.00% |
Reduced
-4.6k |
-4,576 |
| 91 |
Gerber Kawasaki Wealth & Investment Management
0.01% of their portfolio |
SANTA MONICA, CA |
5,8255.8k
$253.4k |
$253.4k |
0.01% |
Unchanged |
|
| 92 |
Symphony Financial, Ltd. Co.
0.03% of their portfolio |
HOUSTON, TX |
5,5095.5k
$239.3k |
$239.3k |
0.03% |
New |
|
| 93 |
UPTICK PARTNERS, LLC
0.06% of their portfolio |
NACOGDOCHES, TX |
5,3155.3k
$231.2k |
$231.2k |
0.06% |
Reduced
-391 |
-391 |
| 94 |
Financial Network Wealth Advisors LLC
0.25% of their portfolio |
MURRAY, UT |
5,2975.3k
$230.4k |
$230.4k |
0.25% |
Unchanged |
|
| 95 |
Lifeworks Advisors, LLC
0.03% of their portfolio |
GRAND RAPIDS, MI |
5,1805.2k
$225.4k |
$225.4k |
0.03% |
Reduced
-128 |
-128 |
| 96 |
TrueWealth Advisors, LLC
0.06% of their portfolio |
BIRMINGHAM, AL |
5,0755.1k
$220.8k |
$220.8k |
0.06% |
Unchanged |
|
| 97 |
Sunbelt Securities, Inc.
0.02% of their portfolio |
HOUSTON, TX |
5,0635.1k
$220.3k |
$220.3k |
0.02% |
Reduced
-5.4k |
-5,368 |
| 98 |
Diligent Investors, LLC
0.05% of their portfolio |
REDLANDS, CA |
5,0005.0k
$217.5k |
$217.5k |
0.05% |
Unchanged |
|
| 99 |
Clear Creek Financial Management, LLC
0.02% of their portfolio |
SILVERDALE, WA |
5,0005.0k
$217.5k |
$217.5k |
0.02% |
Unchanged |
|
| 100 |
Beacon Financial Advisory LLC
0.05% of their portfolio |
CLEVELAND, OH |
4,9294.9k
$214.4k |
$214.4k |
0.05% |
Unchanged |
|