| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
891,078891.1k
$41.6m |
$41.6m |
0.01% |
Added
+707.5k |
+707,460 |
| 2 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
424,042424.0k
$19.8m |
$19.8m |
0.02% |
Added
+208.1k |
+208,093 |
| 3 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
354,563354.6k
$16.6m |
$16.6m |
0.03% |
Added
+37.8k |
+37,764 |
| 4 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
313,474313.5k
$14.7m |
$14.7m |
0.03% |
Added
+64.4k |
+64,387 |
| 5 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
230,451230.5k
$10.8m |
$10.8m |
0.00% |
Added
+77.3k |
+77,300 |
| 6 |
NEW WAVE WEALTH ADVISORS LLC
1.47% of their portfolio |
SPRINGDALE, AR |
230,048230.0k
$10.8m |
$10.8m |
1.47% |
New |
|
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
205,015205.0k
$9.6m |
$9.6m |
0.01% |
Added
+34.2k |
+34,223 |
| 8 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
199,308199.3k
$9.3m |
$9.3m |
0.00% |
Reduced
-23.3k |
-23,303 |
| 9 |
Atria Investments, Inc
0.08% of their portfolio |
Charlotte, NC |
178,176178.2k
$8.3m |
$8.3m |
0.08% |
New |
|
| 10 |
REAP Financial Group, LLC
1.36% of their portfolio |
AUSTIN, TX |
170,547170.5k
$8.0m |
$8.0m |
1.36% |
Added
+17.2k |
+17,236 |
| 11 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
169,136169.1k
$7.9m |
$7.9m |
0.01% |
Added
+69.0k |
+69,010 |
| 12 |
Valtinson Bruner Financial Planning LLC
1.72% of their portfolio |
NEW BRIGHTON, MN |
146,856146.9k
$6.9m |
$6.9m |
1.72% |
Reduced
-2.8k |
-2,839 |
| 13 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
125,531125.5k
$5.9m |
$5.9m |
0.01% |
Reduced
-1.3k |
-1,273 |
| 14 |
BAM Wealth Management, LLC
2.94% of their portfolio |
LAKEWOOD, CO |
100,600100.6k
$4.7m |
$4.7m |
2.94% |
New |
|
| 15 |
Tanglewood Legacy Advisors, LLC
1.49% of their portfolio |
HOUSTON, TX |
98,74098.7k
$4.6m |
$4.6m |
1.49% |
Added
+654 |
+654 |
| 16 |
STEPHENS INC /AR/
0.05% of their portfolio |
LITTLE ROCK, AR |
87,48387.5k
$4.1m |
$4.1m |
0.05% |
Added
+22.3k |
+22,281 |
| 17 |
Signal Advisors Wealth, LLC
0.21% of their portfolio |
DETROIT, MI |
84,12084.1k
$3.9m |
$3.9m |
0.21% |
Added
+14.8k |
+14,802 |
| 18 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
79,12379.1k
$3.7m |
$3.7m |
0.01% |
Reduced
-15.2k |
-15,247 |
| 19 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
77,31677.3k
$3.6m |
$3.6m |
0.08% |
Added
+67.4k |
+67,401 |
| 20 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
75,88175.9k
$3.5m |
$3.5m |
0.00% |
Added
+337 |
+337 |
| 21 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.84% of their portfolio |
WILLIAMSVILLE, NY |
72,69972.7k
$3.4m |
$3.4m |
0.84% |
Reduced
-3.2k |
-3,159 |
| 22 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
59,88459.9k
$2.8m |
$2.8m |
0.00% |
Added
+7.0k |
+7,032 |
| 23 |
Integrity Financial Corp /WA
1.19% of their portfolio |
JACKSON, WY |
53,16753.2k
$2.5m |
$2.5m |
1.19% |
Added
+30.6k |
+30,572 |
| 24 |
SMART Wealth LLC
0.51% of their portfolio |
Omaha, NE |
50,91650.9k
$2.4m |
$2.4m |
0.51% |
Added
+9.2k |
+9,244 |
| 25 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.29% of their portfolio |
BLUE BELL, PA |
50,15950.2k
$2.3m |
$2.3m |
0.29% |
Added
+429 |
+429 |
| 26 |
Bleakley Financial Group, LLC
0.03% of their portfolio |
PARSIPPANY, NJ |
47,32947.3k
$2.2m |
$2.2m |
0.03% |
New |
|
| 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
41,02641.0k
$1.9m |
$1.9m |
0.00% |
New |
|
| 28 |
Keystone Wealth Services, LLC
0.33% of their portfolio |
PALM DESERT, CA |
38,55038.5k
$1.8m |
$1.8m |
0.33% |
Added
+2.3k |
+2,338 |
| 29 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
37,75937.8k
$1.8m |
$1.8m |
0.00% |
Added
+6.5k |
+6,540 |
| 30 |
FOUNDERS FINANCIAL SECURITIES LLC
0.08% of their portfolio |
TOWSON, MD |
35,14035.1k
$1.6m |
$1.6m |
0.08% |
Added
+2.0k |
+1,966 |
| 31 |
FWG Investments, LLC.
0.85% of their portfolio |
LEXINGTON, KY |
34,46934.5k
$1.6m |
$1.6m |
0.85% |
Added
+21.8k |
+21,753 |
| 32 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
33,08333.1k
$1.5m |
$1.5m |
0.02% |
Added
+3.8k |
+3,848 |
| 33 |
CITIZENS FINANCIAL GROUP INC/RI
0.02% of their portfolio |
PROVIDENCE, RI |
32,78732.8k
$1.5m |
$1.5m |
0.02% |
Added
+18.4k |
+18,378 |
| 34 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
32,56332.6k
$1.5m |
$1.5m |
0.00% |
Added
+5.7k |
+5,743 |
| 35 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
32,43532.4k
$1.5m |
$1.5m |
0.00% |
Reduced
-1.6k |
-1,629 |
| 36 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
32,09832.1k
$1.5m |
$1.5m |
0.01% |
New |
|
| 37 |
RiverTree Advisors, LLC
0.84% of their portfolio |
WINTER PARK, FL |
30,27530.3k
$1.4m |
$1.4m |
0.84% |
Added
+129 |
+129 |
| 38 |
Fragasso Financial Advisors Inc
0.08% of their portfolio |
SEWICKLEY, PA |
30,11530.1k
$1.4m |
$1.4m |
0.08% |
Reduced
-1.8k |
-1,769 |
| 39 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
28,46228.5k
$1.3m |
$1.3m |
0.02% |
Added
+10.5k |
+10,460 |
| 40 |
Diligent Investors, LLC
0.28% of their portfolio |
REDLANDS, CA |
27,25027.2k
$1.3m |
$1.3m |
0.28% |
Added
+22.2k |
+22,250 |
| 41 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
26,39526.4k
$1.2m |
$1.2m |
0.02% |
New |
|
| 42 |
MTM Investment Management, LLC
0.35% of their portfolio |
SPARTANBURG, SC |
26,39526.4k
$1.2m |
$1.2m |
0.35% |
Unchanged |
|
| 43 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
25,59725.6k
$1.2m |
$1.2m |
0.01% |
Reduced
-1.4k |
-1,355 |
| 44 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
24,42324.4k
$1.1m |
$1.1m |
0.02% |
Added
+4.9k |
+4,930 |
| 45 |
Kovack Advisors, Inc.
0.05% of their portfolio |
FT. LAUDERDALE, FL |
24,21524.2k
$1.1m |
$1.1m |
0.05% |
New |
|
| 46 |
McKinley Carter Wealth Services, Inc.
0.06% of their portfolio |
WHEELING, WV |
24,17224.2k
$1.1m |
$1.1m |
0.06% |
Unchanged |
|
| 47 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
23,87023.9k
$1.1m |
$1.1m |
0.00% |
Reduced
-5.0k |
-5,000 |
| 48 |
Concurrent Investment Advisors, LLC
0.01% of their portfolio |
Tampa, FL |
23,47623.5k
$1.1m |
$1.1m |
0.01% |
Added
+1.0k |
+1,031 |
| 49 |
CENTAURUS FINANCIAL, INC.
0.04% of their portfolio |
ANAHEIM, CA |
22,64622.6k
$1.1m |
$1.1m |
0.04% |
Added
+18.7k |
+18,748 |
| 50 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
21,66121.7k
$1.0m |
$1.0m |
0.01% |
Reduced
-4.5k |
-4,495 |
| 51 |
Main Street Financial Solutions, LLC
0.06% of their portfolio |
NEWTOWN, PA |
20,03520.0k
$936.4k |
$936.4k |
0.06% |
Added
+2.2k |
+2,220 |
| 52 |
RFG Advisory, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
19,56619.6k
$914.5k |
$914.5k |
0.01% |
Added
+2.3k |
+2,312 |
| 53 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
19,43019.4k
$908.2k |
$908.2k |
0.00% |
New |
|
| 54 |
KINGSWOOD WEALTH ADVISORS, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
19,24619.2k
$899.6k |
$899.6k |
0.04% |
Added
+11.2k |
+11,235 |
| 55 |
Gallagher Fiduciary Advisors, LLC
0.03% of their portfolio |
ROLLING MEADOWS, IL |
18,83718.8k
$880.4k |
$880.4k |
0.03% |
New |
|
| 56 |
Bison Wealth, LLC
0.08% of their portfolio |
ATLANTA, GA |
18,50018.5k
$867.6k |
$867.6k |
0.08% |
Unchanged |
|
| 57 |
Oakmont Advisory Group, LLC
0.71% of their portfolio |
ALBUQUERQUE, NM |
18,18918.2k
$850.1k |
$850.1k |
0.71% |
New |
|
| 58 |
Strategic Blueprint, LLC
0.04% of their portfolio |
ATLANTA, GA |
17,56017.6k
$820.8k |
$820.8k |
0.04% |
New |
|
| 59 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
17,43417.4k
$814.9k |
$814.9k |
0.01% |
Added
+8.8k |
+8,788 |
| 60 |
Barnes Wealth Management Group, Inc
0.37% of their portfolio |
Bakersfield, CA |
17,30317.3k
$808.7k |
$808.7k |
0.37% |
Reduced
-41 |
-41 |
| 61 |
Sequent Planning LLC
0.17% of their portfolio |
OMAHA, NE |
16,90016.9k
$789.9k |
$789.9k |
0.17% |
Added
+2.3k |
+2,313 |
| 62 |
CoreCap Advisors, LLC
0.02% of their portfolio |
SOUTHFIELD, MI |
16,70816.7k
$780.9k |
$780.9k |
0.02% |
Added
+255 |
+255 |
| 63 |
Ameritas Advisory Services, LLC
0.02% of their portfolio |
Lincoln, NE |
16,43716.4k
$768.3k |
$768.3k |
0.02% |
Added
+8.6k |
+8,640 |
| 64 |
Foguth Wealth Management, LLC.
0.09% of their portfolio |
BRIGHTON, MI |
16,39216.4k
$764.9k |
$764.9k |
0.09% |
Reduced
-75 |
-75 |
| 65 |
Midwest Financial Network, LLC
0.52% of their portfolio |
TINLEY PARK, IL |
16,26916.3k
$760.4k |
$760.4k |
0.52% |
Reduced
-4.2k |
-4,247 |
| 66 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
16,26616.3k
$760.3k |
$760.3k |
0.00% |
Reduced
-1.1k |
-1,098 |
| 67 |
Wood Tarver Financial Group, LLC
0.17% of their portfolio |
BOISE, ID |
15,85815.9k
$741.0k |
$741.0k |
0.17% |
Added
+11.1k |
+11,093 |
| 68 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
15,80515.8k
$738.1k |
$738.1k |
0.00% |
Added
+5.5k |
+5,470 |
| 69 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
14,96015.0k
$699.0k |
$699.0k |
0.00% |
Added
+1.4k |
+1,378 |
| 70 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
14,95515.0k
$699.0k |
$699.0k |
0.01% |
Added
+3.2k |
+3,202 |
| 71 |
TFB Advisors LLC
0.30% of their portfolio |
OVERLAND PARK, KS |
14,65514.7k
$685.0k |
$685.0k |
0.30% |
Added
+5.4k |
+5,430 |
| 72 |
SOA Wealth Advisors, LLC.
0.11% of their portfolio |
NEW YORK, NY |
13,62213.6k
$636.7k |
$636.7k |
0.11% |
Added
+722 |
+722 |
| 73 |
Sowell Financial Services LLC
0.02% of their portfolio |
NORTH LITTLE ROCK, AR |
13,17313.2k
$615.7k |
$615.7k |
0.02% |
Added
+2.9k |
+2,899 |
| 74 |
Harvest Investment Services, LLC
0.09% of their portfolio |
Oakbrook Terrace, IL |
12,44512.4k
$581.7k |
$581.7k |
0.09% |
Added
+2.0k |
+1,990 |
| 75 |
Keating Financial Advisory Services, Inc.
0.08% of their portfolio |
MANHATTAN, KS |
12,21412.2k
$570.9k |
$570.9k |
0.08% |
Added
+82 |
+82 |
| 76 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
12,01112.0k
$561.4k |
$561.4k |
0.00% |
Added
+3.8k |
+3,844 |
| 77 |
Mission Financial Group, LLC
0.47% of their portfolio |
HONOLULU, HI |
11,99712.0k
$560.8k |
$560.8k |
0.47% |
First filing |
|
| 78 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
11,78711.8k
$554.4k |
$554.4k |
0.00% |
New |
|
| 79 |
PARK AVENUE SECURITIES LLC
0.00% of their portfolio |
NEW YORK, NY |
11,68611.7k
$546.0k |
$546.0k |
0.00% |
Added
+1.7k |
+1,679 |
| 80 |
INSIGNEO ADVISORY SERVICES, LLC
0.02% of their portfolio |
MIAMI, FL |
11,62311.6k
$543.3k |
$543.3k |
0.02% |
Added
+2.8k |
+2,829 |
| 81 |
Faithward Advisors, LLC
0.06% of their portfolio |
LANCASTER, PA |
11,28811.3k
$527.6k |
$527.6k |
0.06% |
Added
+6.1k |
+6,059 |
| 82 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.15% of their portfolio |
WATERLOO, IA |
11,22811.2k
$524.8k |
$524.8k |
0.15% |
Added
+483 |
+483 |
| 83 |
DHJJ Financial Advisors, Ltd.
0.15% of their portfolio |
NAPERVILLE, IL |
11,00811.0k
$514.5k |
$514.5k |
0.15% |
Added
+1.4k |
+1,385 |
| 84 |
WORLD EQUITY GROUP, INC.
0.11% of their portfolio |
SCHAUMBURG, IL |
10,88710.9k
$508.9k |
$508.9k |
0.11% |
New |
|
| 85 |
Griffith & Werner, Inc.
0.22% of their portfolio |
CANTON, GA |
10,00010.0k
$467.0k |
$467.0k |
0.22% |
Unchanged |
|
| 86 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
9,97010.0k
$466.0k |
$466.0k |
0.01% |
Reduced
-2.2k |
-2,233 |
| 87 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
9,6349.6k
$450.3k |
$450.3k |
0.00% |
Added
+2.4k |
+2,354 |
| 88 |
SILVER OAK SECURITIES, INCORPORATED
0.03% of their portfolio |
JACKSON, TN |
9,5939.6k
$448.4k |
$448.4k |
0.03% |
Added
+2.9k |
+2,866 |
| 89 |
Prosperity Consulting Group, LLC
0.02% of their portfolio |
OWINGS MILLS, MD |
9,3819.4k
$438.5k |
$438.5k |
0.02% |
Unchanged |
|
| 90 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
9,1719.2k
$429.0k |
$429.0k |
0.01% |
Reduced
-100 |
-100 |
| 91 |
Gladstone Institutional Advisory LLC
0.01% of their portfolio |
Bedminster, NJ |
9,1009.1k
$425.3k |
$425.3k |
0.01% |
New |
|
| 92 |
GTS SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
8,9749.0k
$419.4k |
$419.4k |
0.01% |
New |
|
| 93 |
INTEGRITY ALLIANCE, LLC.
0.01% of their portfolio |
Urbandale, IA |
8,6718.7k
$405.3k |
$405.3k |
0.01% |
New |
|
| 94 |
Modern Wealth Management, LLC
0.00% of their portfolio |
KANSAS CITY, MO |
8,4118.4k
$393.1k |
$393.1k |
0.00% |
Unchanged |
|
| 95 |
Maridea Wealth Management LLC
0.04% of their portfolio |
BROOKLYN, NY |
8,3708.4k
$391.2k |
$391.2k |
0.04% |
Reduced
-4.4k |
-4,429 |
| 96 |
Legacy Capital Wealth Partners, LLC
0.07% of their portfolio |
LITTLE ROCK, AR |
8,0268.0k
$375.1k |
$375.1k |
0.07% |
New |
|
| 97 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
7,8317.8k
$366.0k |
$366.0k |
0.00% |
Added
+2 |
+2 |
| 98 |
FORTRESS PRIVATE LEDGER, LLC
0.10% of their portfolio |
RALEIGH, NC |
7,7757.8k
$363.4k |
$363.4k |
0.10% |
Reduced
-2.8k |
-2,832 |
| 99 |
Buck Wealth Strategies, LLC
0.04% of their portfolio |
DENVER, CO |
7,7117.7k
$360.4k |
$360.4k |
0.04% |
Reduced
-100 |
-100 |
| 100 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
7,4697.5k
$349.1k |
$349.1k |
0.02% |
Added
+3.3k |
+3,314 |