| 1 |
Macro Advisors, Inc.
2.64% of their portfolio |
YORK, PA |
387,003387.0k
$8.3m |
$8.3m |
2.64% |
Reduced
-38.1k |
-38,116 |
| 2 |
PRECEDENT WEALTH PARTNERS, LLC
1.15% of their portfolio |
HOUSTON, TX |
323,253323.3k
$6.9m |
$6.9m |
1.15% |
Reduced
-12.2k |
-12,199 |
| 3 |
Western Wealth Management, LLC
0.06% of their portfolio |
GOLDEN, CO |
91,59491.6k
$2.0m |
$2.0m |
0.06% |
Reduced
-8.0k |
-8,026 |
| 4 |
Kingsview Wealth Management, LLC
0.02% of their portfolio |
GRANTS PASS, OR |
80,52180.5k
$1.7m |
$1.7m |
0.02% |
Added
+18.0k |
+17,979 |
| 5 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
43,89643.9k
$939.8k |
$939.8k |
0.00% |
New |
|
| 6 |
Claro Advisors Inc.
0.10% of their portfolio |
BOSTON, MA |
43,62743.6k
$934.1k |
$934.1k |
0.10% |
Added
+11.1k |
+11,087 |
| 7 |
Encompass More Asset Management
0.12% of their portfolio |
Danville, CA |
38,98239.0k
$834.6k |
$834.6k |
0.12% |
Added
+6.5k |
+6,513 |
| 8 |
Pallas Capital Advisors LLC
0.02% of their portfolio |
BRAINTREE, MA |
32,64332.6k
$698.9k |
$698.9k |
0.02% |
Reduced
-11.0k |
-11,041 |
| 9 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
31,75531.8k
$679.9k |
$679.9k |
0.00% |
Added
+12.5k |
+12,455 |
| 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
30,48930.5k
$652.8k |
$652.8k |
0.00% |
Reduced
-15.3k |
-15,281 |
| 11 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
26,45526.5k
$566.4k |
$566.4k |
0.01% |
New |
|
| 12 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
24,90024.9k
$533.1k |
$533.1k |
0.00% |
Added
+800 |
+800 |
| 13 |
ENDEAVOR PRIVATE WEALTH, INC.
0.09% of their portfolio |
TOPEKA, KS |
16,60016.6k
$355.4k |
$355.4k |
0.09% |
New |
|
| 14 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
14,21114.2k
$304.3k |
$304.3k |
0.00% |
Reduced
-724 |
-724 |
| 15 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
13,23513.2k
$283.4k |
$283.4k |
0.00% |
Added
+36 |
+36 |
| 16 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
12,44512.4k
$267.0k |
$267.0k |
0.00% |
Reduced
-42.2k |
-42,206 |
| 17 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
10,03710.0k
$214.9k |
$214.9k |
0.00% |
Reduced
-558 |
-558 |
| 18 |
IFG Advisory, LLC
0.01% of their portfolio |
ATLANTA, GA |
7,3857.4k
$158.1k |
$158.1k |
0.01% |
Added
+935 |
+935 |
| 19 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
4,3814.4k
$93.8k |
$93.8k |
0.00% |
New |
|
| 20 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
3,9173.9k
$83.9k |
$83.9k |
0.00% |
New |
|
| 21 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
430430
$9.2k |
$9.2k |
0.00% |
Unchanged |
|
| 22 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
372372
$8.0k |
$8.0k |
0.00% |
Added
+161 |
+161 |