| 1 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
4,055,2194.1m
$64.8m |
$64.8m |
0.01% |
Added
+393.6k |
+393,596 |
| 2 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
3,406,1233.4m
$54.5m |
$54.5m |
0.00% |
Added
+127.5k |
+127,458 |
| 3 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
2,792,8262.8m
$44.7m |
$44.7m |
0.00% |
Added
+188.5k |
+188,526 |
| 4 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
1,522,0071.5m
$24.3m |
$24.3m |
0.00% |
Added
+225.9k |
+225,868 |
| 5 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,047,4411.0m
$16.7m |
$16.7m |
0.00% |
Added
+40.7k |
+40,741 |
| 6 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
959,054959.1k
$15.3m |
$15.3m |
0.01% |
Added
+350.9k |
+350,949 |
| 7 |
HUB Investment Partners, LLC
0.28% of their portfolio |
AUSTIN, TX |
942,833942.8k
$15.1m |
$15.1m |
0.28% |
Added
+41.7k |
+41,681 |
| 8 |
AlphaStar Capital Management, LLC
0.68% of their portfolio |
CORNELIUS, NC |
666,942666.9k
$10.7m |
$10.7m |
0.68% |
Added
+19.9k |
+19,901 |
| 9 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
648,016648.0k
$10.4m |
$10.4m |
0.00% |
Reduced
-28.7k |
-28,721 |
| 10 |
Brookstone Capital Management
0.10% of their portfolio |
WHEATON, IL |
605,928605.9k
$9.7m |
$9.7m |
0.10% |
Added
+18.2k |
+18,166 |
| 11 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
576,239576.2k
$9.2m |
$9.2m |
0.00% |
Added
+20.0k |
+20,037 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
575,147575.1k
$9.2m |
$9.2m |
0.00% |
Added
+31.5k |
+31,473 |
| 13 |
Thrive Capital Management, LLC
1.52% of their portfolio |
FORT WASHINGTON, PA |
505,492505.5k
$8.1m |
$8.1m |
1.52% |
Added
+34.9k |
+34,949 |
| 14 |
Proficio Capital Partners LLC
0.27% of their portfolio |
NEWTON, MA |
462,895462.9k
$7.4m |
$7.4m |
0.27% |
New |
|
| 15 |
Venture Visionary Partners LLC
0.15% of their portfolio |
Sylvania, OH |
343,597343.6k
$5.5m |
$5.5m |
0.15% |
Added
+12.2k |
+12,161 |
| 16 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
317,117317.1k
$5.1m |
$5.1m |
0.01% |
Added
+73.1k |
+73,103 |
| 17 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
315,581315.6k
$5.0m |
$5.0m |
0.01% |
Reduced
-55.6k |
-55,629 |
| 18 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
284,702284.7k
$4.6m |
$4.6m |
0.00% |
Reduced
-18.2k |
-18,170 |
| 19 |
PRINCIPAL SECURITIES, INC.
0.04% of their portfolio |
DES MOINES, IA |
231,075231.1k
$3.7m |
$3.7m |
0.04% |
Reduced
-207.1k |
-207,106 |
| 20 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.21% of their portfolio |
ORLANDO, FL |
220,997221.0k
$3.5m |
$3.5m |
0.21% |
Added
+46.2k |
+46,197 |
| 21 |
AE Wealth Management LLC
0.02% of their portfolio |
TOPEKA, KS |
203,550203.6k
$3.3m |
$3.3m |
0.02% |
Reduced
-5.4k |
-5,433 |
| 22 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
171,262171.3k
$2.7m |
$2.7m |
0.01% |
Reduced
-14.3k |
-14,341 |
| 23 |
CreativeOne Wealth, LLC
0.06% of their portfolio |
OVERLAND PARK, KS |
161,465161.5k
$2.6m |
$2.6m |
0.06% |
Added
+22.5k |
+22,511 |
| 24 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
159,548159.5k
$2.6m |
$2.6m |
0.00% |
Added
+81.3k |
+81,284 |
| 25 |
Mesirow Financial Investment Management, Inc.
0.04% of their portfolio |
CHICAGO, IL |
158,466158.5k
$2.5m |
$2.5m |
0.04% |
Added
+4.7k |
+4,653 |
| 26 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
1.15% of their portfolio |
SALINE, MI |
148,124148.1k
$2.4m |
$2.4m |
1.15% |
Added
+10.5k |
+10,532 |
| 27 |
RFG Advisory, LLC
0.04% of their portfolio |
BIRMINGHAM, AL |
144,012144.0k
$2.3m |
$2.3m |
0.04% |
Added
+1.7k |
+1,653 |
| 28 |
Institute for Wealth Management, LLC.
0.20% of their portfolio |
DENVER, CO |
143,819143.8k
$2.3m |
$2.3m |
0.20% |
Reduced
-1.2k |
-1,249 |
| 29 |
Palacios Wealth Management, LLC
1.30% of their portfolio |
ORMOND BEACH, FL |
137,782137.8k
$2.2m |
$2.2m |
1.30% |
Reduced
-23.9k |
-23,907 |
| 30 |
NFSG Corp
0.27% of their portfolio |
BOCA RATON, FL |
135,883135.9k
$2.2m |
$2.2m |
0.27% |
Reduced
-1.5k |
-1,498 |
| 31 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
129,163129.2k
$2.1m |
$2.1m |
0.01% |
Reduced
-19.6k |
-19,556 |
| 32 |
J.W. COLE ADVISORS, INC.
0.04% of their portfolio |
TAMPA, FL |
128,847128.8k
$2.1m |
$2.1m |
0.04% |
Added
+1.4k |
+1,399 |
| 33 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
125,795125.8k
$2.0m |
$2.0m |
0.00% |
Reduced
-203 |
-203 |
| 34 |
Apella Capital, LLC
0.03% of their portfolio |
WEST HARTFORD, CT |
123,263123.3k
$2.0m |
$2.0m |
0.03% |
Reduced
-3.9k |
-3,943 |
| 35 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
120,681120.7k
$1.9m |
$1.9m |
0.00% |
Added
+21.7k |
+21,706 |
| 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
112,543112.5k
$1.8m |
$1.8m |
0.00% |
Reduced
-3.1k |
-3,137 |
| 37 |
Formidable Asset Management, LLC
0.25% of their portfolio |
CINCINNATI, OH |
105,494105.5k
$1.6m |
$1.6m |
0.25% |
Reduced
-7.1k |
-7,117 |
| 38 |
OneAscent Family Office, LLC
0.70% of their portfolio |
BIRMINGHAM, AL |
86,86686.9k
$1.4m |
$1.4m |
0.70% |
Added
+24.9k |
+24,915 |
| 39 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
82,48582.5k
$1.3m |
$1.3m |
0.00% |
Reduced
-7.4k |
-7,403 |
| 40 |
Garner Asset Management Corp
0.42% of their portfolio |
PLANO, TX |
80,61980.6k
$1.3m |
$1.3m |
0.42% |
Added
+10.5k |
+10,541 |
| 41 |
Triumph Capital Management
0.23% of their portfolio |
DENVER, CO |
79,97880.0k
$1.3m |
$1.3m |
0.23% |
Added
+2.7k |
+2,735 |
| 42 |
High Net Worth Advisory Group LLC
0.24% of their portfolio |
NAPLES, FL |
71,72671.7k
$1.1m |
$1.1m |
0.24% |
Added
+1.1k |
+1,137 |
| 43 |
RiverFront Investment Group, LLC
0.01% of their portfolio |
RICHMOND, VA |
67,84567.8k
$1.1m |
$1.1m |
0.01% |
Added
+7.9k |
+7,941 |
| 44 |
Solutions 4 Wealth, Ltd
1.31% of their portfolio |
SOUTHLAKE, TX |
63,46163.5k
$1.0m |
$1.0m |
1.31% |
Added
+1.8k |
+1,801 |
| 45 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
61,25861.3k
$979.5k |
$979.5k |
0.00% |
Added
+41.7k |
+41,731 |
| 46 |
NWF Advisory Services Inc.
0.09% of their portfolio |
Los Angeles, CA |
57,78057.8k
$923.9k |
$923.9k |
0.09% |
Reduced
-3.1k |
-3,100 |
| 47 |
Resurgent Financial Advisors LLC
0.25% of their portfolio |
ATLANTA, GA |
55,17655.2k
$882.3k |
$882.3k |
0.25% |
Added
+3.5k |
+3,522 |
| 48 |
Dynamic Advisor Solutions LLC
0.03% of their portfolio |
PHOENIX, AZ |
55,08755.1k
$880.8k |
$880.8k |
0.03% |
Added
+9.6k |
+9,600 |
| 49 |
Fiduciary Alliance LLC
0.06% of their portfolio |
GREENVILLE, SC |
54,12354.1k
$865.4k |
$865.4k |
0.06% |
Added
+3.1k |
+3,079 |
| 50 |
Oakmont Advisory Group, LLC
0.72% of their portfolio |
ALBUQUERQUE, NM |
53,63453.6k
$857.6k |
$857.6k |
0.72% |
Added
+4.2k |
+4,175 |
| 51 |
Stratos Wealth Partners, LTD.
0.01% of their portfolio |
BEACHWOOD, OH |
51,93851.9k
$830.5k |
$830.5k |
0.01% |
Reduced
-27.7k |
-27,727 |
| 52 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
50,22150.2k
$803.0k |
$803.0k |
0.00% |
Added
+6.1k |
+6,097 |
| 53 |
Abel Hall, LLC
0.14% of their portfolio |
BATON ROUGE, LA |
49,00049.0k
$783.5k |
$783.5k |
0.14% |
Unchanged |
|
| 54 |
SageGuard Financial Group, LLC
0.11% of their portfolio |
GOODLETTSVILLE, TN |
47,69847.7k
$762.7k |
$762.7k |
0.11% |
Reduced
-14.5k |
-14,459 |
| 55 |
Trilogy Capital Inc.
0.03% of their portfolio |
IRVINE, CA |
47,50147.5k
$759.5k |
$759.5k |
0.03% |
Reduced
-5.4k |
-5,408 |
| 56 |
PMG Family Office LLC
0.63% of their portfolio |
PLANO, TX |
42,91442.9k
$686.2k |
$686.2k |
0.63% |
Added
+1.2k |
+1,233 |
| 57 |
PFG Investments, LLC
0.03% of their portfolio |
WOODBURY, NY |
42,44242.4k
$678.7k |
$678.7k |
0.03% |
Reduced
-7 |
-7 |
| 58 |
FOCUSED ALPHA, LLC
0.16% of their portfolio |
DENVER, CO |
39,21439.2k
$627.0k |
$627.0k |
0.16% |
Added
+15.8k |
+15,750 |
| 59 |
Kovack Advisors, Inc.
0.03% of their portfolio |
FT. LAUDERDALE, FL |
38,83938.8k
$620.4k |
$620.4k |
0.03% |
Added
+1.4k |
+1,448 |
| 60 |
MILESTONE ASSET MANAGEMENT, LLC
0.10% of their portfolio |
PITTSBURGH, PA |
38,35338.4k
$613.3k |
$613.3k |
0.10% |
New |
|
| 61 |
Equitable Holdings, Inc.
0.00% of their portfolio |
NEW YORK, NY |
37,86737.9k
$605.5k |
$605.5k |
0.00% |
Reduced
-11.0k |
-10,962 |
| 62 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
37,74037.7k
$603.5k |
$603.5k |
0.00% |
Reduced
-3.9k |
-3,903 |
| 63 |
Wealthfront Advisers LLC
0.00% of their portfolio |
Palo Alto, CA |
36,64536.6k
$586.0k |
$586.0k |
0.00% |
Added
+4.1k |
+4,115 |
| 64 |
Comprehensive Money Management Services LLC
0.36% of their portfolio |
CORAL GABLES, FL |
35,92435.9k
$574.4k |
$574.4k |
0.36% |
Reduced
-2.7k |
-2,700 |
| 65 |
Koshinski Asset Management, Inc.
0.03% of their portfolio |
DECATUR, IL |
35,90535.9k
$574.1k |
$574.1k |
0.03% |
Reduced
-1.2k |
-1,211 |
| 66 |
SBI Securities Co., Ltd.
0.01% of their portfolio |
TOKYO, M0 |
35,09335.1k
$561.1k |
$561.1k |
0.01% |
Reduced
-2.6k |
-2,626 |
| 67 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
34,51334.5k
$551.9k |
$551.9k |
0.00% |
Added
+3.0k |
+3,000 |
| 68 |
Focus Partners Advisor Solutions, LLC
0.00% of their portfolio |
SAINT LOUIS, MO |
33,01633.0k
$527.9k |
$527.9k |
0.00% |
Added
+2 |
+2 |
| 69 |
Independent Advisor Alliance
0.01% of their portfolio |
CHARLOTTE, NC |
32,87732.9k
$525.7k |
$525.7k |
0.01% |
Reduced
-18.6k |
-18,598 |
| 70 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
30,66930.7k
$490.4k |
$490.4k |
0.01% |
Added
+5.1k |
+5,093 |
| 71 |
QP WEALTH MANAGEMENT, LLC
0.69% of their portfolio |
BOCA RATON, FL |
30,27930.3k
$484.2k |
$484.2k |
0.69% |
Reduced
-470 |
-470 |
| 72 |
Regal Investment Advisors LLC
0.02% of their portfolio |
KENTWOOD, MI |
30,05330.1k
$480.5k |
$480.5k |
0.02% |
Added
+578 |
+578 |
| 73 |
GREAT VALLEY ADVISOR GROUP, INC.
0.01% of their portfolio |
WILMINGTON, DE |
29,02429.0k
$464.2k |
$464.2k |
0.01% |
Added
+9.9k |
+9,899 |
| 74 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
27,49727.5k
$439.7k |
$439.7k |
0.00% |
Added
+3.5k |
+3,500 |
| 75 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
27,34527.3k
$437.2k |
$437.2k |
0.01% |
Reduced
-3.0k |
-2,999 |
| 76 |
Copley Financial Group, Inc.
0.25% of their portfolio |
SAN DIEGO, CA |
25,38925.4k
$406.0k |
$406.0k |
0.25% |
Added
+7.4k |
+7,395 |
| 77 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
25,37525.4k
$405.7k |
$405.7k |
0.01% |
Added
+4.2k |
+4,200 |
| 78 |
SALEM INVESTMENT COUNSELORS INC
0.01% of their portfolio |
WINSTON-SALEM, NC |
25,25025.2k
$403.7k |
$403.7k |
0.01% |
Added
+20.9k |
+20,900 |
| 79 |
Valeo Financial Advisors, LLC
0.01% of their portfolio |
CARMEL, IN |
24,15224.2k
$386.2k |
$386.2k |
0.01% |
Unchanged |
|
| 80 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
24,12024.1k
$386.0k |
$386.0k |
0.01% |
Reduced
-900 |
-900 |
| 81 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
24,08424.1k
$385.1k |
$385.1k |
0.00% |
Reduced
-141 |
-141 |
| 82 |
NOTTINGHAM ADVISORS, INC.
0.05% of their portfolio |
AMHERST, NY |
23,90123.9k
$381.7k |
$381.7k |
0.05% |
Unchanged |
|
| 83 |
CERTIOR FINANCIAL GROUP, LLC
0.20% of their portfolio |
KING OF PRUSSIA, PA |
23,02923.0k
$368.2k |
$368.2k |
0.20% |
Reduced
-3.0k |
-2,963 |
| 84 |
Foundations Investment Advisors, LLC
0.00% of their portfolio |
PHOENIX, AZ |
22,64122.6k
$362.0k |
$362.0k |
0.00% |
Reduced
-2.5k |
-2,467 |
| 85 |
XML Financial, LLC
0.03% of their portfolio |
BETHESDA, MD |
22,15022.1k
$354.2k |
$354.2k |
0.03% |
Reduced
-3.0k |
-3,000 |
| 86 |
First Heartland Consultants, Inc.
0.02% of their portfolio |
LAKE ST. LOUIS, MO |
21,87221.9k
$349.7k |
$349.7k |
0.02% |
Added
+154 |
+154 |
| 87 |
Atlantic Private Wealth, LLC
0.21% of their portfolio |
CHAPEL HILL, NC |
20,94720.9k
$334.9k |
$334.9k |
0.21% |
Unchanged |
|
| 88 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
20,71220.7k
$331.2k |
$331.2k |
0.00% |
New |
|
| 89 |
Founders Financial Alliance, LLC
0.04% of their portfolio |
RALEIGH, NC |
20,67720.7k
$330.6k |
$330.6k |
0.04% |
Added
+1.3k |
+1,328 |
| 90 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.01% of their portfolio |
DALLAS, TX |
20,23420.2k
$323.5k |
$323.5k |
0.01% |
Added
+690 |
+690 |
| 91 |
Perennial Investment Advisors, LLC
0.02% of their portfolio |
Los Angeles, CA |
19,93519.9k
$318.8k |
$318.8k |
0.02% |
Added
+593 |
+593 |
| 92 |
Capital CS Group, LLC
0.46% of their portfolio |
IRVINE, CA |
19,55619.6k
$312.7k |
$312.7k |
0.46% |
Added
+137 |
+137 |
| 93 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
19,14519.1k
$306.1k |
$306.1k |
0.00% |
Added
+573 |
+573 |
| 94 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
17,84917.8k
$285.4k |
$285.4k |
0.01% |
Reduced
-1.0k |
-1,000 |
| 95 |
B. Riley Wealth Advisors, Inc.
0.01% of their portfolio |
MEMPHIS, TN |
16,71116.7k
$266.2k |
$266.2k |
0.01% |
Added
+1.5k |
+1,540 |
| 96 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
0.00% of their portfolio |
PORTLAND, OR |
16,20016.2k
$259.0k |
$259.0k |
0.00% |
Unchanged |
|
| 97 |
D.A. DAVIDSON & CO.
0.00% of their portfolio |
GREAT FALLS, MT |
15,95216.0k
$255.1k |
$255.1k |
0.00% |
Unchanged |
|
| 98 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
15,57315.6k
$249.0k |
$249.0k |
0.01% |
Added
+3.0k |
+2,952 |
| 99 |
Stablepoint Partners, LLC
0.03% of their portfolio |
BRAINTREE, MA |
15,51815.5k
$248.1k |
$248.1k |
0.03% |
Added
+404 |
+404 |
| 100 |
Y-Intercept (Hong Kong) Ltd
0.00% of their portfolio |
HONG KONG, K3 |
15,44215.4k
$246.9k |
$246.9k |
0.00% |
New |
|