| 1 |
Retirement Planning Group, LLC
6.98% of their portfolio |
LEAWOOD, KS |
5,659,7175.7m
$225.3m |
$225.3m |
6.98% |
Added
+695.6k |
+695,595 |
| 2 |
LPL Financial LLC
0.06% of their portfolio |
FORT MILL, SC |
5,487,1955.5m
$218.4m |
$218.4m |
0.06% |
Added
+827.8k |
+827,829 |
| 3 |
BANK OF AMERICA CORP /DE/
0.01% of their portfolio |
CHARLOTTE, NC |
2,157,1202.2m
$85.9m |
$85.9m |
0.01% |
Added
+266.1k |
+266,110 |
| 4 |
Capital Analysts, LLC
1.67% of their portfolio |
FORT WASHINGTON, PA |
1,600,5421.6m
$63.7m |
$63.7m |
1.67% |
Added
+164.0k |
+163,971 |
| 5 |
CWM, LLC
0.16% of their portfolio |
OMAHA, NE |
1,510,6301.5m
$60.1m |
$60.1m |
0.16% |
Added
+266.2k |
+266,159 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
1,220,5661.2m
$48.6m |
$48.6m |
0.01% |
Added
+221.9k |
+221,944 |
| 7 |
Sanctuary Advisors, LLC
0.21% of their portfolio |
INDIANAPOLIS, IN |
974,007974.0k
$38.8m |
$38.8m |
0.21% |
Reduced
-22.4k |
-22,434 |
| 8 |
Legacy Financial Advisors, Inc.
4.75% of their portfolio |
COVINGTON, KY |
852,674852.7k
$33.9m |
$33.9m |
4.75% |
Reduced
-467 |
-467 |
| 9 |
MCF Advisors LLC
1.42% of their portfolio |
LEXINGTON, KY |
812,187812.2k
$32.3m |
$32.3m |
1.42% |
New |
|
| 10 |
NewEdge Advisors, LLC
0.11% of their portfolio |
NEW ORLEANS, LA |
778,052778.1k
$31.0m |
$31.0m |
0.11% |
Added
+39.5k |
+39,477 |
| 11 |
Cetera Investment Advisers
0.03% of their portfolio |
SCHAUMBURG, IL |
741,503741.5k
$29.5m |
$29.5m |
0.03% |
Added
+5.9k |
+5,905 |
| 12 |
Baron Wealth Management LLC
8.81% of their portfolio |
TROY, MI |
739,650739.6k
$29.4m |
$29.4m |
8.81% |
Added
+12.7k |
+12,704 |
| 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02% of their portfolio |
MILWAUKEE, WI |
730,408730.4k
$29.1m |
$29.1m |
0.02% |
Added
+62.0k |
+62,021 |
| 14 |
Koshinski Asset Management, Inc.
1.52% of their portfolio |
DECATUR, IL |
612,081612.1k
$24.4m |
$24.4m |
1.52% |
Added
+26.1k |
+26,141 |
| 15 |
TriaGen Wealth Management LLC
6.42% of their portfolio |
Calabasas, CA |
590,157590.2k
$23.5m |
$23.5m |
6.42% |
Added
+1.8k |
+1,786 |
| 16 |
FLAGSHIP HARBOR ADVISORS, LLC
0.99% of their portfolio |
BOSTON, MA |
567,769567.8k
$22.6m |
$22.6m |
0.99% |
Added
+16.7k |
+16,708 |
| 17 |
HARBOUR INVESTMENTS, INC.
0.29% of their portfolio |
MADISON, WI |
471,580471.6k
$18.8m |
$18.8m |
0.29% |
Added
+403.6k |
+403,566 |
| 18 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
452,005452.0k
$18.0m |
$18.0m |
0.00% |
Added
+85.2k |
+85,159 |
| 19 |
FRANKLIN RESOURCES INC
0.00% of their portfolio |
San Mateo, CA |
435,270435.3k
$17.3m |
$17.3m |
0.00% |
Reduced
-122.3k |
-122,340 |
| 20 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.21% of their portfolio |
AUSTIN, TX |
425,349425.3k
$16.9m |
$16.9m |
0.21% |
Reduced
-8.1k |
-8,127 |
| 21 |
AllGen Financial Advisors, Inc.
3.84% of their portfolio |
ORLANDO, FL |
406,207406.2k
$16.2m |
$16.2m |
3.84% |
Added
+16.7k |
+16,726 |
| 22 |
STIFEL FINANCIAL CORP
0.01% of their portfolio |
ST. LOUIS, MO |
375,134375.1k
$14.9m |
$14.9m |
0.01% |
Added
+44.6k |
+44,612 |
| 23 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
373,977374.0k
$14.9m |
$14.9m |
0.00% |
Added
+2.0k |
+1,952 |
| 24 |
Vickerman Investment Advisors, Inc.
3.01% of their portfolio |
SPOKANE, WA |
360,114360.1k
$14.3m |
$14.3m |
3.01% |
Reduced
-4.5k |
-4,453 |
| 25 |
JANE STREET GROUP, LLC
0.02% of their portfolio |
NEW YORK, NY |
350,957351.0k
$14.0m |
$14.0m |
0.02% |
Added
+164.9k |
+164,939 |
| 26 |
Mariner, LLC
0.02% of their portfolio |
Overland Park, KS |
330,037330.0k
$13.1m |
$13.1m |
0.02% |
Reduced
-35.9k |
-35,861 |
| 27 |
Cambridge Investment Research Advisors, Inc.
0.03% of their portfolio |
FAIRFIELD, IA |
296,148296.1k
$11.8m |
$11.8m |
0.03% |
Added
+2.0k |
+2,004 |
| 28 |
JONES FINANCIAL COMPANIES LLLP
0.01% of their portfolio |
DES PERES, MO |
277,842277.8k
$10.7m |
$10.7m |
0.01% |
Added
+71.6k |
+71,603 |
| 29 |
LMG Wealth Partners, LLC
1.97% of their portfolio |
SHREVEPORT, LA |
271,192271.2k
$10.8m |
$10.8m |
1.97% |
Added
+11.1k |
+11,124 |
| 30 |
Kestra Advisory Services, LLC
0.04% of their portfolio |
AUSTIN, TX |
262,803262.8k
$10.5m |
$10.5m |
0.04% |
Added
+6.3k |
+6,350 |
| 31 |
Equitable Holdings, Inc.
0.06% of their portfolio |
NEW YORK, NY |
231,680231.7k
$9.0m |
$9.0m |
0.06% |
Added
+32.5k |
+32,501 |
| 32 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
202,631202.6k
$7.8m |
$7.8m |
0.00% |
Reduced
-7.0k |
-7,023 |
| 33 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
201,687201.7k
$8.0m |
$8.0m |
0.01% |
Added
+56.2k |
+56,174 |
| 34 |
Integrated Wealth Concepts LLC
0.06% of their portfolio |
WALTHAM, MA |
195,741195.7k
$7.8m |
$7.8m |
0.06% |
New |
|
| 35 |
FIRST HAWAIIAN BANK
1.04% of their portfolio |
HONOLULU, HI |
186,924186.9k
$7.4m |
$7.4m |
1.04% |
Reduced
-3.2k |
-3,237 |
| 36 |
Prepared Retirement Institute LLC
3.48% of their portfolio |
LANSDALE, PA |
176,179176.2k
$7.0m |
$7.0m |
3.48% |
Added
+24.1k |
+24,126 |
| 37 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
176,129176.1k
$7.0m |
$7.0m |
0.01% |
Added
+68.0k |
+68,036 |
| 38 |
&PARTNERS
0.03% of their portfolio |
NASHVILLE, TN |
175,524175.5k
$7.0m |
$7.0m |
0.03% |
Added
+8.3k |
+8,277 |
| 39 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
171,876171.9k
$6.8m |
$6.8m |
0.00% |
Added
+39.2k |
+39,235 |
| 40 |
Joseph Group Capital Management
1.71% of their portfolio |
COLUMBUS, OH |
171,595171.6k
$6.8m |
$6.8m |
1.71% |
Added
+12.0k |
+11,977 |
| 41 |
Ridgeline Wealth Planning, LLC
4.04% of their portfolio |
Centerville, OH |
138,866138.9k
$5.5m |
$5.5m |
4.04% |
Added
+25 |
+25 |
| 42 |
CARY STREET PARTNERS FINANCIAL LLC
0.14% of their portfolio |
RICHMOND, VA |
137,448137.4k
$5.5m |
$5.5m |
0.14% |
Reduced
-1.6k |
-1,626 |
| 43 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.31% of their portfolio |
BRENTWOOD, TN |
131,815131.8k
$5.2m |
$5.2m |
0.31% |
Reduced
-6.2k |
-6,205 |
| 44 |
Steward Partners Investment Advisory, LLC
0.03% of their portfolio |
STAMFORD, CT |
127,938127.9k
$5.1m |
$5.1m |
0.03% |
Added
+31.3k |
+31,253 |
| 45 |
CASTLE WEALTH MANAGEMENT LLC
1.58% of their portfolio |
BOYNTON BEACH, FL |
122,233122.2k
$4.9m |
$4.9m |
1.58% |
Added
+498 |
+498 |
| 46 |
Sequent Planning LLC
1.15% of their portfolio |
OMAHA, NE |
119,799119.8k
$4.8m |
$4.8m |
1.15% |
Added
+3.4k |
+3,429 |
| 47 |
DEFINED WEALTH MANAGEMENT, LLC
2.78% of their portfolio |
BEAVERTON, OR |
119,302119.3k
$4.7m |
$4.7m |
2.78% |
Added
+371 |
+371 |
| 48 |
GREAT VALLEY ADVISOR GROUP, INC.
0.09% of their portfolio |
WILMINGTON, DE |
118,768118.8k
$4.7m |
$4.7m |
0.09% |
Added
+76.6k |
+76,579 |
| 49 |
Owen LaRue, LLC
1.68% of their portfolio |
ELIZABETHTOWN, KY |
109,712109.7k
$4.4m |
$4.4m |
1.68% |
Added
+5.0k |
+5,050 |
| 50 |
Private Advisor Group, LLC
0.02% of their portfolio |
MORRISTOWN, NJ |
107,275107.3k
$4.3m |
$4.3m |
0.02% |
Reduced
-6.0k |
-6,026 |
| 51 |
Henderson Brothers Financial Partners, LLC
1.05% of their portfolio |
PITTSBURGH, PA |
104,462104.5k
$4.2m |
$4.2m |
1.05% |
First filing |
|
| 52 |
FLOW TRADERS U.S. LLC
0.13% of their portfolio |
NEW YORK, NY |
100,387100.4k
$4.0m |
$4.0m |
0.13% |
New |
|
| 53 |
Smartleaf Asset Management LLC
0.13% of their portfolio |
BOSTON, MA |
95,22395.2k
$3.7m |
$3.7m |
0.13% |
Added
+5.7k |
+5,747 |
| 54 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
92,73592.7k
$3.7m |
$3.7m |
0.01% |
Reduced
-21.0k |
-21,008 |
| 55 |
Visionary Wealth Advisors
0.16% of their portfolio |
O'FALLON, IL |
91,63491.6k
$3.6m |
$3.6m |
0.16% |
Added
+3.2k |
+3,187 |
| 56 |
HBW ADVISORY SERVICES LLC
0.37% of their portfolio |
SIMI VALLEY, CA |
87,46487.5k
$3.5m |
$3.5m |
0.37% |
Added
+18.8k |
+18,757 |
| 57 |
CreativeOne Wealth, LLC
0.08% of their portfolio |
OVERLAND PARK, KS |
84,64984.6k
$3.4m |
$3.4m |
0.08% |
Added
+10.2k |
+10,192 |
| 58 |
Midwest Financial Group LLC
1.43% of their portfolio |
Overland Park, KS |
84,01884.0k
$3.3m |
$3.3m |
1.43% |
Added
+17.8k |
+17,788 |
| 59 |
Keating Financial Advisory Services, Inc.
0.52% of their portfolio |
MANHATTAN, KS |
81,52781.5k
$3.2m |
$3.2m |
0.52% |
Added
+96 |
+96 |
| 60 |
Capital Investment Counsel, LLC
0.44% of their portfolio |
DENVER, CO |
79,75279.8k
$3.2m |
$3.2m |
0.44% |
New |
|
| 61 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
78,94878.9k
$3.1m |
$3.1m |
0.00% |
New |
|
| 62 |
Powers Advisory Group, LLC
1.10% of their portfolio |
Highland, IL |
78,46178.5k
$3.1m |
$3.1m |
1.10% |
Added
+24.3k |
+24,293 |
| 63 |
OPPENHEIMER & CO INC
0.04% of their portfolio |
NEW YORK, NY |
76,47276.5k
$3.0m |
$3.0m |
0.04% |
Added
+1.2k |
+1,243 |
| 64 |
GTS SECURITIES LLC
0.09% of their portfolio |
NEW YORK, NY |
66,51666.5k
$2.6m |
$2.6m |
0.09% |
Added
+49.1k |
+49,106 |
| 65 |
Dynamic Advisor Solutions LLC
0.07% of their portfolio |
PHOENIX, AZ |
55,63755.6k
$2.2m |
$2.2m |
0.07% |
Added
+50.0k |
+50,037 |
| 66 |
LANE BROTHERS & CO INC
1.60% of their portfolio |
PRESCOTT, AZ |
55,22555.2k
$2.2m |
$2.2m |
1.60% |
Added
+2.2k |
+2,198 |
| 67 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
53,79353.8k
$2.1m |
$2.1m |
0.00% |
New |
|
| 68 |
Sowell Financial Services LLC
0.07% of their portfolio |
NORTH LITTLE ROCK, AR |
50,90350.9k
$2.0m |
$2.0m |
0.07% |
Added
+7.0k |
+7,027 |
| 69 |
Slagle Financial, LLC
0.63% of their portfolio |
Edwardsville, IL |
48,25548.3k
$1.9m |
$1.9m |
0.63% |
Added
+8.2k |
+8,180 |
| 70 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
47,55447.6k
$1.9m |
$1.9m |
0.00% |
Added
+39.5k |
+39,504 |
| 71 |
OxenFree Capital LLC
0.97% of their portfolio |
MELBOURNE, FL |
47,43147.4k
$2.0m |
$2.0m |
0.97% |
Reduced
-6.1k |
-6,073 |
| 72 |
Kelly Financial Services LLC
0.44% of their portfolio |
BRAINTREE, MA |
45,84345.8k
$1.8m |
$1.8m |
0.44% |
Added
+1.9k |
+1,907 |
| 73 |
ABSOLUTE CAPITAL MANAGEMENT, LLC
0.60% of their portfolio |
Pittsburgh, PA |
45,00045.0k
$1.8m |
$1.8m |
0.60% |
Unchanged |
|
| 74 |
Prostatis Group LLC
0.45% of their portfolio |
HANOVER, MD |
44,19744.2k
$1.8m |
$1.8m |
0.45% |
Added
+26.0k |
+26,037 |
| 75 |
Prospera Financial Services Inc
0.03% of their portfolio |
Dallas, TX |
42,10342.1k
$1.7m |
$1.7m |
0.03% |
Added
+1.0k |
+1,017 |
| 76 |
Entelevest, LLC
1.70% of their portfolio |
CORAL GABLES, FL |
41,60141.6k
$1.7m |
$1.7m |
1.70% |
Added
+3.9k |
+3,862 |
| 77 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
40,86740.9k
$1.6m |
$1.6m |
0.01% |
Reduced
-1.9k |
-1,938 |
| 78 |
IHT Wealth Management, LLC
0.04% of their portfolio |
Chicago, IL |
40,85440.9k
$1.6m |
$1.6m |
0.04% |
Added
+20.6k |
+20,637 |
| 79 |
D.A. DAVIDSON & CO.
0.01% of their portfolio |
GREAT FALLS, MT |
40,26340.3k
$1.6m |
$1.6m |
0.01% |
Added
+7.9k |
+7,889 |
| 80 |
Southland Equity Partners LLC
0.31% of their portfolio |
WILDWOOD, MO |
39,53839.5k
$1.6m |
$1.6m |
0.31% |
Reduced
-331 |
-331 |
| 81 |
Prota Financial, LLC
1.11% of their portfolio |
HOUSTON, TX |
38,62238.6k
$1.5m |
$1.5m |
1.11% |
Added
+8.9k |
+8,889 |
| 82 |
RFG Advisory, LLC
0.03% of their portfolio |
BIRMINGHAM, AL |
37,26637.3k
$1.5m |
$1.5m |
0.03% |
Added
+1.5k |
+1,491 |
| 83 |
First Bank & Trust
0.22% of their portfolio |
BROOKINGS, SD |
34,74634.7k
$1.4m |
$1.4m |
0.22% |
Added
+9.9k |
+9,891 |
| 84 |
NOVEM GROUP
0.15% of their portfolio |
Rochester, NY |
33,77233.8k
$1.3m |
$1.3m |
0.15% |
Reduced
-16.8k |
-16,785 |
| 85 |
Meridian Wealth Management, LLC
0.05% of their portfolio |
LEXINGTON, KY |
32,13232.1k
$1.3m |
$1.3m |
0.05% |
New |
|
| 86 |
Cornerstone Wealth Management, LLC
0.06% of their portfolio |
ST. PETERS, MO |
31,40231.4k
$1.3m |
$1.3m |
0.06% |
Added
+5.2k |
+5,230 |
| 87 |
SILVERLAKE WEALTH MANAGEMENT LLC
0.25% of their portfolio |
WILLISTON, VT |
29,27129.3k
$1.2m |
$1.2m |
0.25% |
Added
+7.7k |
+7,700 |
| 88 |
Fortitude Financial, LLC
0.58% of their portfolio |
Spokane, WA |
27,60227.6k
$1.1m |
$1.1m |
0.58% |
Reduced
-1.4k |
-1,358 |
| 89 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
27,43527.4k
$1.1m |
$1.1m |
0.00% |
Added
+26.4k |
+26,353 |
| 90 |
BENJAMIN EDWARDS INC
0.01% of their portfolio |
Clayton, MO |
26,47326.5k
$1.1m |
$1.1m |
0.01% |
Unchanged |
|
| 91 |
Kingsview Wealth Management, LLC
0.01% of their portfolio |
GRANTS PASS, OR |
26,04326.0k
$1.0m |
$1.0m |
0.01% |
Reduced
-449 |
-449 |
| 92 |
NATIXIS ADVISORS, LLC
0.00% of their portfolio |
Boston, MA |
23,55623.6k
$938.0k |
$938.0k |
0.00% |
Added
+11.5k |
+11,530 |
| 93 |
Lido Advisors, LLC
0.00% of their portfolio |
Los Angeles, CA |
23,22123.2k
$924.5k |
$924.5k |
0.00% |
Reduced
-1.2k |
-1,227 |
| 94 |
Moors & Cabot, Inc.
0.04% of their portfolio |
BOSTON, MA |
21,88421.9k
$871.2k |
$871.2k |
0.04% |
Added
+1.8k |
+1,788 |
| 95 |
Mutual Advisors, LLC
0.02% of their portfolio |
OMAHA, NE |
21,74421.7k
$865.6k |
$865.6k |
0.02% |
Reduced
-85.0k |
-85,002 |
| 96 |
Sigma Planning Corp
0.02% of their portfolio |
ANN ARBOR, MI |
21,02121.0k
$836.9k |
$836.9k |
0.02% |
Added
+8.6k |
+8,639 |
| 97 |
Betterment LLC
0.00% of their portfolio |
NEW YORK, NY |
20,44220.4k
$814.0k |
$814.0k |
0.00% |
Added
+4.0k |
+3,975 |
| 98 |
Avantax Planning Partners, Inc.
0.02% of their portfolio |
DUBUQUE, IA |
20,33520.3k
$809.5k |
$809.5k |
0.02% |
New |
|
| 99 |
CAP Partners, LLC
0.45% of their portfolio |
FRANKLIN, TN |
20,23520.2k
$805.6k |
$805.6k |
0.45% |
Reduced
-9.4k |
-9,420 |
| 100 |
TITLEIST ASSET MANAGEMENT, LLC
0.06% of their portfolio |
SAN ANTONIO, TX |
20,18020.2k
$803.4k |
$803.4k |
0.06% |
Unchanged |
|