| 1 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
1,083,4771.1m
$26.5m |
$26.5m |
0.01% |
Added
+16.4k |
+16,447 |
| 2 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
585,027585.0k
$14.3m |
$14.3m |
0.00% |
Added
+78.2k |
+78,193 |
| 3 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
551,873551.9k
$13.5m |
$13.5m |
0.00% |
Added
+18.1k |
+18,087 |
| 4 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
415,270415.3k
$10.2m |
$10.2m |
0.01% |
Added
+4.3k |
+4,268 |
| 5 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
392,220392.2k
$9.6m |
$9.6m |
0.00% |
Added
+135.1k |
+135,108 |
| 6 |
PRINCIPAL SECURITIES, INC.
0.10% of their portfolio |
DES MOINES, IA |
332,794332.8k
$8.1m |
$8.1m |
0.10% |
Added
+2.7k |
+2,712 |
| 7 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
286,432286.4k
$7.0m |
$7.0m |
0.01% |
Added
+145.4k |
+145,363 |
| 8 |
AE Wealth Management LLC
0.03% of their portfolio |
TOPEKA, KS |
242,569242.6k
$5.9m |
$5.9m |
0.03% |
Added
+1.7k |
+1,682 |
| 9 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
217,921217.9k
$5.3m |
$5.3m |
0.00% |
Added
+2.6k |
+2,586 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
187,120187.1k
$4.6m |
$4.6m |
0.00% |
Added
+16.8k |
+16,824 |
| 11 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
184,054184.1k
$4.5m |
$4.5m |
0.00% |
Added
+28.3k |
+28,266 |
| 12 |
Foguth Wealth Management, LLC.
0.49% of their portfolio |
BRIGHTON, MI |
174,873174.9k
$4.3m |
$4.3m |
0.49% |
Reduced
-1.1m |
-1,091,416 |
| 13 |
Fifth Third Securities, Inc.
0.24% of their portfolio |
Cincinnati, OH |
172,801172.8k
$4.2m |
$4.2m |
0.24% |
Added
+43.0k |
+42,985 |
| 14 |
FLOW TRADERS U.S. LLC
0.17% of their portfolio |
NEW YORK, NY |
170,962171.0k
$4.2m |
$4.2m |
0.17% |
Added
+13.8k |
+13,829 |
| 15 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
160,958161.0k
$3.9m |
$3.9m |
0.00% |
Added
+67.0k |
+66,979 |
| 16 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
141,051141.1k
$3.4m |
$3.4m |
0.00% |
Added
+25.0k |
+24,961 |
| 17 |
NFSG Corp
0.41% of their portfolio |
BOCA RATON, FL |
135,085135.1k
$3.3m |
$3.3m |
0.41% |
Reduced
-2.1k |
-2,096 |
| 18 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
116,786116.8k
$2.9m |
$2.9m |
0.00% |
Added
+7.4k |
+7,415 |
| 19 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
108,346108.3k
$2.6m |
$2.6m |
0.01% |
Added
+11.4k |
+11,424 |
| 20 |
Wealthfront Advisers LLC
0.00% of their portfolio |
Palo Alto, CA |
94,80894.8k
$2.3m |
$2.3m |
0.00% |
Reduced
-981 |
-981 |
| 21 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
92,74592.7k
$2.3m |
$2.3m |
0.02% |
Added
+12.2k |
+12,226 |
| 22 |
KINGSWOOD WEALTH ADVISORS, LLC
0.09% of their portfolio |
SAN DIEGO, CA |
92,42792.4k
$2.3m |
$2.3m |
0.09% |
Reduced
-24.1k |
-24,114 |
| 23 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
79,56179.6k
$1.9m |
$1.9m |
0.00% |
Added
+3.8k |
+3,792 |
| 24 |
D. E. Shaw & Co., Inc.
0.00% of their portfolio |
New York, NY |
75,89975.9k
$1.9m |
$1.9m |
0.00% |
New |
|
| 25 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
69,06069.1k
$1.7m |
$1.7m |
0.00% |
Added
+32.2k |
+32,179 |
| 26 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
67,81267.8k
$1.7m |
$1.7m |
0.00% |
Added
+12.6k |
+12,615 |
| 27 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
62,80962.8k
$1.5m |
$1.5m |
0.01% |
Added
+12.3k |
+12,320 |
| 28 |
SEI INVESTMENTS CO
0.00% of their portfolio |
OAKS, PA |
61,12161.1k
$1.5m |
$1.5m |
0.00% |
Added
+16.4k |
+16,418 |
| 29 |
Prospera Financial Services Inc
0.02% of their portfolio |
Dallas, TX |
56,94556.9k
$1.4m |
$1.4m |
0.02% |
Added
+7.4k |
+7,409 |
| 30 |
Ameritas Advisory Services, LLC
0.03% of their portfolio |
Lincoln, NE |
55,18055.2k
$1.3m |
$1.3m |
0.03% |
Added
+26.5k |
+26,526 |
| 31 |
INTEGRITY ALLIANCE, LLC.
0.04% of their portfolio |
Urbandale, IA |
51,94451.9k
$1.3m |
$1.3m |
0.04% |
Added
+9.9k |
+9,860 |
| 32 |
Strategic Financial Concepts, LLC
0.37% of their portfolio |
SAN ANTONIO, TX |
51,70751.7k
$1.3m |
$1.3m |
0.37% |
Reduced
-1.3k |
-1,274 |
| 33 |
&PARTNERS
0.01% of their portfolio |
NASHVILLE, TN |
50,60250.6k
$1.2m |
$1.2m |
0.01% |
Added
+6.7k |
+6,650 |
| 34 |
SBI Securities Co., Ltd.
0.02% of their portfolio |
TOKYO, M0 |
41,96042.0k
$1.0m |
$1.0m |
0.02% |
Added
+730 |
+730 |
| 35 |
Goldstone Financial Group, LLC
0.09% of their portfolio |
OAKBROOK TERRACE, IL |
39,79039.8k
$972.5k |
$972.5k |
0.09% |
Reduced
-798 |
-798 |
| 36 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
39,68639.7k
$970.0k |
$970.0k |
0.00% |
Added
+16.9k |
+16,888 |
| 37 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
37,40337.4k
$914.1k |
$914.1k |
0.00% |
Reduced
-129 |
-129 |
| 38 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
36,48936.5k
$897.6k |
$897.6k |
0.00% |
Reduced
-572 |
-572 |
| 39 |
Resurgent Financial Advisors LLC
0.24% of their portfolio |
ATLANTA, GA |
35,33635.3k
$863.6k |
$863.6k |
0.24% |
Added
+2.5k |
+2,457 |
| 40 |
Fiduciary Alliance LLC
0.06% of their portfolio |
GREENVILLE, SC |
34,67034.7k
$847.3k |
$847.3k |
0.06% |
Added
+1.8k |
+1,795 |
| 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
33,75433.8k
$825.0k |
$825.0k |
0.00% |
Reduced
-1.9k |
-1,924 |
| 42 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
32,22632.2k
$787.6k |
$787.6k |
0.00% |
Reduced
-800 |
-800 |
| 43 |
M Holdings Securities, Inc.
0.11% of their portfolio |
PORTLAND, OR |
31,73131.7k
$782.0k |
$782.0k |
0.11% |
Added
+3.9k |
+3,859 |
| 44 |
Kovack Advisors, Inc.
0.04% of their portfolio |
FT. LAUDERDALE, FL |
31,47331.5k
$765.1k |
$765.1k |
0.04% |
Added
+2.3k |
+2,275 |
| 45 |
Triumph Capital Management
0.12% of their portfolio |
DENVER, CO |
28,03328.0k
$685.1k |
$685.1k |
0.12% |
Added
+1.0k |
+1,041 |
| 46 |
Fortis Group Advisors, LLC
0.10% of their portfolio |
WESTWOOD, NJ |
25,76125.8k
$629.6k |
$629.6k |
0.10% |
Added
+4.2k |
+4,215 |
| 47 |
Wealthspire Advisors, LLC
0.00% of their portfolio |
NEW YORK, NY |
23,80423.8k
$581.8k |
$581.8k |
0.00% |
Unchanged |
|
| 48 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
22,79822.8k
$557.2k |
$557.2k |
0.00% |
Reduced
-17.1k |
-17,075 |
| 49 |
Founders Financial Alliance, LLC
0.07% of their portfolio |
RALEIGH, NC |
22,60722.6k
$552.5k |
$552.5k |
0.07% |
Reduced
-88 |
-88 |
| 50 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
20,28720.3k
$495.8k |
$495.8k |
0.01% |
Added
+6.6k |
+6,602 |
| 51 |
NATIONAL BANK OF CANADA /FI/
0.00% of their portfolio |
MONTREAL, A8 |
19,50019.5k
$459.8k |
$459.8k |
0.00% |
Unchanged |
|
| 52 |
Mutual Advisors, LLC
0.01% of their portfolio |
OMAHA, NE |
18,65218.7k
$455.9k |
$455.9k |
0.01% |
Added
+1.0k |
+1,002 |
| 53 |
OPTIMA CAPITAL LLC
0.16% of their portfolio |
PORTLAND, OR |
16,37716.4k
$400.3k |
$400.3k |
0.16% |
Added
+135 |
+135 |
| 54 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
15,16615.2k
$371.0k |
$371.0k |
0.00% |
Added
+235 |
+235 |
| 55 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
14,57114.6k
$356.1k |
$356.1k |
0.01% |
First filing |
|
| 56 |
VestGen Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
14,51114.5k
$354.6k |
$354.6k |
0.01% |
Added
+1.2k |
+1,175 |
| 57 |
APS Management Group, Inc.
0.26% of their portfolio |
TORRANCE, CA |
13,96414.0k
$341.3k |
$341.3k |
0.26% |
Reduced
-559 |
-559 |
| 58 |
RESOLUTE CAPITAL, LLC
0.11% of their portfolio |
GREENVILLE, SC |
13,52613.5k
$330.6k |
$330.6k |
0.11% |
Reduced
-637 |
-637 |
| 59 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
13,09213.1k
$320.0k |
$320.0k |
0.00% |
Reduced
-9.4k |
-9,409 |
| 60 |
Western Wealth Management, LLC
0.01% of their portfolio |
GOLDEN, CO |
12,94912.9k
$316.5k |
$316.5k |
0.01% |
Added
+54 |
+54 |
| 61 |
Equitable Holdings, Inc.
0.00% of their portfolio |
NEW YORK, NY |
12,85412.9k
$314.2k |
$314.2k |
0.00% |
Added
+40 |
+40 |
| 62 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
12,15412.2k
$297.1k |
$297.1k |
0.00% |
New |
|
| 63 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
12,11512.1k
$296.1k |
$296.1k |
0.01% |
Added
+1.2k |
+1,164 |
| 64 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
12,04412.0k
$294.0k |
$294.0k |
0.00% |
New |
|
| 65 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
11,44411.4k
$279.7k |
$279.7k |
0.00% |
Reduced
-6.0k |
-5,964 |
| 66 |
Stratos Wealth Partners, LTD.
0.00% of their portfolio |
BEACHWOOD, OH |
11,12711.1k
$272.0k |
$272.0k |
0.00% |
Added
+1.2k |
+1,237 |
| 67 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
9,8799.9k
$241.5k |
$241.5k |
0.00% |
Unchanged |
|
| 68 |
Eagle Strategies LLC
0.02% of their portfolio |
NEW YORK, NY |
9,6569.7k
$236.0k |
$236.0k |
0.02% |
Added
+375 |
+375 |
| 69 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
8,7838.8k
$214.7k |
$214.7k |
0.00% |
Added
+3.9k |
+3,889 |
| 70 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
8,7818.8k
$214.6k |
$214.6k |
0.00% |
Reduced
-11.1k |
-11,098 |
| 71 |
KLCM Advisors, Inc.
0.02% of their portfolio |
MILWAUKEE, WI |
8,5308.5k
$208.5k |
$208.5k |
0.02% |
Unchanged |
|
| 72 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
7,9357.9k
$193.9k |
$193.9k |
0.00% |
Added
+2.6k |
+2,566 |
| 73 |
Crews Bank & Trust
0.02% of their portfolio |
PORT CHARLOTTE, FL |
6,1156.1k
$149.5k |
$149.5k |
0.02% |
Unchanged |
|
| 74 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
5,6565.7k
$138.2k |
$138.2k |
0.00% |
Added
+1.2k |
+1,180 |
| 75 |
IFG Advisory, LLC
0.00% of their portfolio |
ATLANTA, GA |
4,7064.7k
$115.0k |
$115.0k |
0.00% |
New |
|
| 76 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
3,9163.9k
$95.7k |
$95.7k |
0.00% |
Added
+83 |
+83 |
| 77 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
2,8752.9k
$70.3k |
$70.3k |
0.00% |
Unchanged |
|
| 78 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
2,7572.8k
$67.4k |
$67.4k |
0.00% |
Added
+73 |
+73 |
| 79 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
2,6402.6k
$64.5k |
$64.5k |
0.00% |
Reduced
-203 |
-203 |
| 80 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
2,5562.6k
$62.5k |
$62.5k |
0.00% |
New |
|
| 81 |
Cape Investment Advisory, Inc.
0.02% of their portfolio |
MCDONOUGH, GA |
2,5552.6k
$62.4k |
$62.4k |
0.02% |
New |
|
| 82 |
PRIVATE TRUST CO NA
0.00% of their portfolio |
CLEVELAND, OH |
2,5002.5k
$61.1k |
$61.1k |
0.00% |
Added
+1.3k |
+1,334 |
| 83 |
SSA SWISS ADVISORS AG
0.02% of their portfolio |
ZURICH, V8 |
2,4412.4k
$59.7k |
$59.7k |
0.02% |
Unchanged |
|
| 84 |
SouthState Bank Corp
0.00% of their portfolio |
Winter Haven, FL |
2,3332.3k
$57.0k |
$57.0k |
0.00% |
Unchanged |
|
| 85 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
2,2672.3k
$55.4k |
$55.4k |
0.00% |
Reduced
-7.7k |
-7,682 |
| 86 |
Westside Investment Management, Inc.
0.01% of their portfolio |
SANTA MONICA, CA |
2,0002.0k
$48.9k |
$48.9k |
0.01% |
Added
+1.0k |
+1,000 |
| 87 |
Institute for Wealth Management, LLC.
0.00% of their portfolio |
DENVER, CO |
1,5001.5k
$36.7k |
$36.7k |
0.00% |
New |
|
| 88 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
1,4181.4k
$34.7k |
$34.7k |
0.00% |
Added
+572 |
+572 |
| 89 |
SHP Wealth Management
0.00% of their portfolio |
PLYMOUTH, MA |
1,2371.2k
$30.2k |
$30.2k |
0.00% |
Reduced
-324 |
-324 |
| 90 |
KERR FINANCIAL PLANNING Corp
0.03% of their portfolio |
FRESNO, CA |
1,1041.1k
$27.0k |
$27.0k |
0.03% |
Added
+15 |
+15 |
| 91 |
Advocate Investing Services LLC
0.02% of their portfolio |
WOODBINE, MD |
1,1001.1k
$26.9k |
$26.9k |
0.02% |
Unchanged |
|
| 92 |
Allspring Global Investments Holdings, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
871871
$21.3k |
$21.3k |
0.00% |
New |
|
| 93 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
700700
$17.1k |
$17.1k |
0.00% |
Added
+300 |
+300 |
| 94 |
Federation des caisses Desjardins du Quebec
0.00% of their portfolio |
LEVIS, A8 |
685685
$16.8k |
$16.8k |
0.00% |
Unchanged |
|
| 95 |
Financial Gravity Companies, Inc.
0.00% of their portfolio |
Lakeway, TX |
666666
$16.3k |
$16.3k |
0.00% |
First filing |
|
| 96 |
Private Wealth Asset Management, LLC
0.00% of their portfolio |
OMAHA, NE |
666666
$16.3k |
$16.3k |
0.00% |
New |
|
| 97 |
AMERIFLEX GROUP, INC.
0.01% of their portfolio |
LAS VEGAS, NV |
660660
$16.1k |
$16.1k |
0.01% |
Reduced
-530 |
-530 |
| 98 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
618618
$15.1k |
$15.1k |
0.00% |
Reduced
-605 |
-605 |
| 99 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
541541
$13.2k |
$13.2k |
0.00% |
Added
+13 |
+13 |
| 100 |
PETERSON WEALTH MANAGEMENT
0.01% of their portfolio |
SPARKS, NV |
448448
$10.9k |
$10.9k |
0.01% |
New |
|