| 1 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
316,799316.8k
$14.2m |
$14.2m |
0.03% |
Added
+27.5k |
+27,451 |
| 2 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
249,087249.1k
$11.2m |
$11.2m |
0.03% |
Reduced
-38.0k |
-38,034 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
222,611222.6k
$10.0m |
$10.0m |
0.00% |
Reduced
-14.5k |
-14,486 |
| 4 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
215,949215.9k
$9.7m |
$9.7m |
0.01% |
Reduced
-69.9k |
-69,879 |
| 5 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
183,618183.6k
$8.2m |
$8.2m |
0.00% |
Reduced
-94.0k |
-93,975 |
| 6 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
170,792170.8k
$7.7m |
$7.7m |
0.01% |
Reduced
-3.4k |
-3,369 |
| 7 |
REAP Financial Group, LLC
1.36% of their portfolio |
AUSTIN, TX |
153,311153.3k
$6.9m |
$6.9m |
1.36% |
Reduced
-1.8k |
-1,774 |
| 8 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
153,151153.2k
$6.9m |
$6.9m |
0.00% |
Added
+1.5k |
+1,482 |
| 9 |
Valtinson Bruner Financial Planning LLC
1.85% of their portfolio |
NEW BRIGHTON, MN |
149,695149.7k
$6.7m |
$6.7m |
1.85% |
Reduced
-4.7k |
-4,714 |
| 10 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
126,804126.8k
$5.7m |
$5.7m |
0.01% |
Added
+7.2k |
+7,164 |
| 11 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
100,126100.1k
$4.5m |
$4.5m |
0.01% |
Reduced
-8.3k |
-8,344 |
| 12 |
Tanglewood Legacy Advisors, LLC
1.59% of their portfolio |
HOUSTON, TX |
98,08698.1k
$4.4m |
$4.4m |
1.59% |
Reduced
-22 |
-22 |
| 13 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
94,37094.4k
$4.2m |
$4.2m |
0.02% |
Added
+8.7k |
+8,674 |
| 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.93% of their portfolio |
WILLIAMSVILLE, NY |
75,85875.9k
$3.4m |
$3.4m |
0.93% |
Reduced
-27.8k |
-27,787 |
| 15 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
75,54475.5k
$3.4m |
$3.4m |
0.00% |
Reduced
-455 |
-455 |
| 16 |
Signal Advisors Wealth, LLC
0.21% of their portfolio |
DETROIT, MI |
69,31869.3k
$3.1m |
$3.1m |
0.21% |
Reduced
-12.5k |
-12,544 |
| 17 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
66,70766.7k
$3.0m |
$3.0m |
0.01% |
Reduced
-15.5k |
-15,457 |
| 18 |
STEPHENS INC /AR/
0.04% of their portfolio |
LITTLE ROCK, AR |
65,20265.2k
$2.9m |
$2.9m |
0.04% |
Reduced
-51.5k |
-51,476 |
| 19 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
52,85252.9k
$2.4m |
$2.4m |
0.01% |
Added
+1.2k |
+1,241 |
| 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.32% of their portfolio |
BLUE BELL, PA |
49,73049.7k
$2.2m |
$2.2m |
0.32% |
Reduced
-2.0k |
-1,998 |
| 21 |
SMART Wealth LLC
0.55% of their portfolio |
Omaha, NE |
41,67241.7k
$1.9m |
$1.9m |
0.55% |
Added
+3.5k |
+3,518 |
| 22 |
Keystone Wealth Services, LLC
0.35% of their portfolio |
PALM DESERT, CA |
36,21236.2k
$1.6m |
$1.6m |
0.35% |
New |
|
| 23 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
34,06434.1k
$1.5m |
$1.5m |
0.01% |
Reduced
-115 |
-115 |
| 24 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
33,17433.2k
$1.5m |
$1.5m |
0.08% |
Added
+2.9k |
+2,898 |
| 25 |
Fragasso Financial Advisors Inc
0.09% of their portfolio |
SEWICKLEY, PA |
31,88431.9k
$1.4m |
$1.4m |
0.09% |
Reduced
-78 |
-78 |
| 26 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
31,21931.2k
$1.4m |
$1.4m |
0.00% |
Reduced
-1.1k |
-1,099 |
| 27 |
RiverTree Advisors, LLC
0.86% of their portfolio |
WINTER PARK, FL |
30,14630.1k
$1.4m |
$1.4m |
0.86% |
Reduced
-202 |
-202 |
| 28 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
29,23529.2k
$1.3m |
$1.3m |
0.02% |
Unchanged |
|
| 29 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
28,87028.9k
$1.3m |
$1.3m |
0.00% |
New |
|
| 30 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
26,95227.0k
$1.2m |
$1.2m |
0.01% |
Added
+396 |
+396 |
| 31 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
26,82026.8k
$1.2m |
$1.2m |
0.00% |
Added
+754 |
+754 |
| 32 |
MTM Investment Management, LLC
0.38% of their portfolio |
SPARTANBURG, SC |
26,39526.4k
$1.2m |
$1.2m |
0.38% |
Unchanged |
|
| 33 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
26,15626.2k
$1.2m |
$1.2m |
0.01% |
Reduced
-1 |
-1 |
| 34 |
McKinley Carter Wealth Services, Inc.
0.06% of their portfolio |
WHEELING, WV |
24,17224.2k
$1.1m |
$1.1m |
0.06% |
Unchanged |
|
| 35 |
Integrity Financial Corp /WA
0.50% of their portfolio |
JACKSON, WY |
22,59522.6k
$1.0m |
$1.0m |
0.50% |
Reduced
-1.9k |
-1,852 |
| 36 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
22,44522.4k
$1.0m |
$1.0m |
0.01% |
Added
+11.9k |
+11,904 |
| 37 |
Midwest Financial Network, LLC
0.73% of their portfolio |
TINLEY PARK, IL |
20,51620.5k
$921.3k |
$921.3k |
0.73% |
Reduced
-11.8k |
-11,758 |
| 38 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
19,49319.5k
$875.3k |
$875.3k |
0.02% |
Reduced
-3.4k |
-3,410 |
| 39 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
19,49119.5k
$875.3k |
$875.3k |
0.00% |
New |
|
| 40 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
18,87618.9k
$847.6k |
$847.6k |
0.02% |
Added
+5.8k |
+5,787 |
| 41 |
Bison Wealth, LLC
0.08% of their portfolio |
ATLANTA, GA |
18,50018.5k
$855.6k |
$855.6k |
0.08% |
Unchanged |
|
| 42 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
18,00218.0k
$808.4k |
$808.4k |
0.01% |
Reduced
-2.0k |
-2,034 |
| 43 |
Main Street Financial Solutions, LLC
0.06% of their portfolio |
NEWTOWN, PA |
17,81517.8k
$800.0k |
$800.0k |
0.06% |
Reduced
-50 |
-50 |
| 44 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
17,36417.4k
$779.7k |
$779.7k |
0.00% |
Reduced
-782 |
-782 |
| 45 |
Barnes Wealth Management Group, Inc
0.40% of their portfolio |
Bakersfield, CA |
17,34417.3k
$778.8k |
$778.8k |
0.40% |
Reduced
-111 |
-111 |
| 46 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
17,25417.3k
$774.8k |
$774.8k |
0.01% |
Added
+1.8k |
+1,813 |
| 47 |
Foguth Wealth Management, LLC.
0.09% of their portfolio |
BRIGHTON, MI |
16,46716.5k
$770.6k |
$770.6k |
0.09% |
Reduced
-4.3k |
-4,313 |
| 48 |
CoreCap Advisors, LLC
0.03% of their portfolio |
SOUTHFIELD, MI |
16,45316.5k
$738.8k |
$738.8k |
0.03% |
Added
+53 |
+53 |
| 49 |
IHT Wealth Management, LLC
0.02% of their portfolio |
Chicago, IL |
14,89914.9k
$669.0k |
$669.0k |
0.02% |
Reduced
-1.2k |
-1,167 |
| 50 |
Sequent Planning LLC
0.16% of their portfolio |
OMAHA, NE |
14,58714.6k
$655.0k |
$655.0k |
0.16% |
Unchanged |
|
| 51 |
CITIZENS FINANCIAL GROUP INC/RI
0.01% of their portfolio |
PROVIDENCE, RI |
14,40914.4k
$647.0k |
$647.0k |
0.01% |
Unchanged |
|
| 52 |
Catalina Capital Group, LLC
0.38% of their portfolio |
Torrance, CA |
13,94613.9k
$626.3k |
$626.3k |
0.38% |
Unchanged |
|
| 53 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
13,58213.6k
$610.0k |
$610.0k |
0.00% |
Reduced
-671 |
-671 |
| 54 |
SOA Wealth Advisors, LLC.
0.11% of their portfolio |
NEW YORK, NY |
12,90012.9k
$579.3k |
$579.3k |
0.11% |
Reduced
-22.0k |
-21,959 |
| 55 |
Maridea Wealth Management LLC
0.08% of their portfolio |
BROOKLYN, NY |
12,79912.8k
$574.7k |
$574.7k |
0.08% |
Reduced
-5.7k |
-5,677 |
| 56 |
FWG Investments, LLC.
0.36% of their portfolio |
LEXINGTON, KY |
12,71612.7k
$571.0k |
$571.0k |
0.36% |
Reduced
-961 |
-961 |
| 57 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
12,20312.2k
$548.0k |
$548.0k |
0.01% |
Reduced
-1.5k |
-1,480 |
| 58 |
Keating Financial Advisory Services, Inc.
0.09% of their portfolio |
MANHATTAN, KS |
12,13212.1k
$544.8k |
$544.8k |
0.09% |
Added
+1.1k |
+1,112 |
| 59 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
11,75311.8k
$527.8k |
$527.8k |
0.01% |
Reduced
-4 |
-4 |
| 60 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.15% of their portfolio |
WATERLOO, IA |
10,74510.7k
$482.5k |
$482.5k |
0.15% |
Reduced
-201 |
-201 |
| 61 |
FORTRESS PRIVATE LEDGER, LLC
0.15% of their portfolio |
RALEIGH, NC |
10,60710.6k
$476.3k |
$476.3k |
0.15% |
Reduced
-186 |
-186 |
| 62 |
Harvest Investment Services, LLC
0.09% of their portfolio |
Oakbrook Terrace, IL |
10,45510.5k
$469.5k |
$469.5k |
0.09% |
Reduced
-1.2k |
-1,164 |
| 63 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
10,33510.3k
$464.0k |
$464.0k |
0.00% |
Added
+1.1k |
+1,065 |
| 64 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
10,27410.3k
$461.4k |
$461.4k |
0.02% |
Reduced
-381 |
-381 |
| 65 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
10,00710.0k
$449.0k |
$449.0k |
0.00% |
Reduced
-1.5k |
-1,538 |
| 66 |
Griffith & Werner, Inc.
0.22% of their portfolio |
CANTON, GA |
10,00010.0k
$449.1k |
$449.1k |
0.22% |
Unchanged |
|
| 67 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
9,9159.9k
$445.2k |
$445.2k |
0.01% |
Reduced
-11.7k |
-11,684 |
| 68 |
DHJJ Financial Advisors, Ltd.
0.14% of their portfolio |
NAPERVILLE, IL |
9,6239.6k
$432.1k |
$432.1k |
0.14% |
Reduced
-530 |
-530 |
| 69 |
Prosperity Consulting Group, LLC
0.02% of their portfolio |
OWINGS MILLS, MD |
9,3819.4k
$421.3k |
$421.3k |
0.02% |
Unchanged |
|
| 70 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
9,2719.3k
$416.0k |
$416.0k |
0.01% |
Reduced
-100 |
-100 |
| 71 |
TFB Advisors LLC
0.22% of their portfolio |
OVERLAND PARK, KS |
9,2259.2k
$414.3k |
$414.3k |
0.22% |
Reduced
-7.2k |
-7,201 |
| 72 |
INSIGNEO ADVISORY SERVICES, LLC
0.03% of their portfolio |
MIAMI, FL |
8,7948.8k
$394.9k |
$394.9k |
0.03% |
Unchanged |
|
| 73 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
8,6468.6k
$388.3k |
$388.3k |
0.00% |
Reduced
-868 |
-868 |
| 74 |
Modern Wealth Management, LLC
0.01% of their portfolio |
KANSAS CITY, MO |
8,4118.4k
$378.3k |
$378.3k |
0.01% |
Reduced
-1.0k |
-1,000 |
| 75 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
8,1678.2k
$366.8k |
$366.8k |
0.00% |
Unchanged |
|
| 76 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
8,0118.0k
$359.7k |
$359.7k |
0.02% |
Reduced
-4.0k |
-4,050 |
| 77 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
8,0008.0k
$359.2k |
$359.2k |
0.00% |
Unchanged |
|
| 78 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,8297.8k
$351.6k |
$351.6k |
0.00% |
Reduced
-255 |
-255 |
| 79 |
Buck Wealth Strategies, LLC
0.04% of their portfolio |
DENVER, CO |
7,8117.8k
$350.8k |
$350.8k |
0.04% |
Unchanged |
|
| 80 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
7,7977.8k
$350.1k |
$350.1k |
0.01% |
Added
+540 |
+540 |
| 81 |
Gateway Wealth Partners, LLC
0.01% of their portfolio |
APPLETON, WI |
7,6427.6k
$343.2k |
$343.2k |
0.01% |
New |
|
| 82 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
7,2807.3k
$326.9k |
$326.9k |
0.00% |
Added
+2 |
+2 |
| 83 |
NewEdge Wealth, LLC
0.00% of their portfolio |
STAMFORD, CT |
7,0097.0k
$314.7k |
$314.7k |
0.00% |
Unchanged |
|
| 84 |
Vestmark Advisory Solutions, Inc.
0.00% of their portfolio |
Wakefield, MA |
6,8056.8k
$305.6k |
$305.6k |
0.00% |
Unchanged |
|
| 85 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.01% of their portfolio |
DENVER, CO |
6,8056.8k
$305.6k |
$305.6k |
0.01% |
Unchanged |
|
| 86 |
SILVER OAK SECURITIES, INCORPORATED
0.02% of their portfolio |
JACKSON, TN |
6,7276.7k
$302.1k |
$302.1k |
0.02% |
Added
+150 |
+150 |
| 87 |
KINTRA WEALTH, LLC
0.02% of their portfolio |
WILLIAMSPORT, PA |
6,4166.4k
$288.1k |
$288.1k |
0.02% |
Unchanged |
|
| 88 |
Legacy Private Trust Co.
0.02% of their portfolio |
NEENAH, WI |
6,3456.3k
$284.9k |
$284.9k |
0.02% |
Reduced
-80 |
-80 |
| 89 |
Gerber Kawasaki Wealth & Investment Management
0.01% of their portfolio |
SANTA MONICA, CA |
5,8255.8k
$261.6k |
$261.6k |
0.01% |
Unchanged |
|
| 90 |
Pacific Excel Wealth Advisors, Inc.
0.27% of their portfolio |
WALNUT CREEK, CA |
5,6565.7k
$254.0k |
$254.0k |
0.27% |
New |
|
| 91 |
Symphony Financial, Ltd. Co.
0.03% of their portfolio |
HOUSTON, TX |
5,5095.5k
$246.0k |
$246.0k |
0.03% |
Unchanged |
|
| 92 |
Financial Network Wealth Advisors LLC
0.24% of their portfolio |
MURRAY, UT |
5,2975.3k
$237.9k |
$237.9k |
0.24% |
Unchanged |
|
| 93 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.19% of their portfolio |
ANCHORAGE, AK |
5,2765.3k
$237.9k |
$237.9k |
0.19% |
Reduced
-1.3k |
-1,327 |
| 94 |
Faithward Advisors, LLC
0.03% of their portfolio |
LANCASTER, PA |
5,2295.2k
$234.8k |
$234.8k |
0.03% |
Reduced
-1.2k |
-1,230 |
| 95 |
Lifeworks Advisors, LLC
0.03% of their portfolio |
GRAND RAPIDS, MI |
5,1805.2k
$232.6k |
$232.6k |
0.03% |
Unchanged |
|
| 96 |
TrueWealth Advisors, LLC
0.06% of their portfolio |
BIRMINGHAM, AL |
5,0755.1k
$227.9k |
$227.9k |
0.06% |
Unchanged |
|
| 97 |
Sunbelt Securities, Inc.
0.01% of their portfolio |
HOUSTON, TX |
5,0635.1k
$227.4k |
$227.4k |
0.01% |
Unchanged |
|
| 98 |
Diligent Investors, LLC
0.06% of their portfolio |
REDLANDS, CA |
5,0005.0k
$224.5k |
$224.5k |
0.06% |
Unchanged |
|
| 99 |
Clear Creek Financial Management, LLC
0.02% of their portfolio |
SILVERDALE, WA |
5,0005.0k
$224.5k |
$224.5k |
0.02% |
Unchanged |
|
| 100 |
Wood Tarver Financial Group, LLC
0.06% of their portfolio |
BOISE, ID |
4,7654.8k
$213.0k |
$213.0k |
0.06% |
New |
|