| 1 |
BANK OF AMERICA CORP /DE/
0.01% of their portfolio |
CHARLOTTE, NC |
832,827832.8k
$118.0m |
$118.0m |
0.01% |
Reduced
-9.2k |
-9,166 |
| 2 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
465,875465.9k
$66.0m |
$66.0m |
0.01% |
Added
+10.0k |
+9,985 |
| 3 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
360,719360.7k
$51.1m |
$51.1m |
0.01% |
Reduced
-9.1k |
-9,121 |
| 4 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
322,879322.9k
$45.7m |
$45.7m |
0.00% |
Reduced
-21.1k |
-21,133 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
224,437224.4k
$31.8m |
$31.8m |
0.01% |
Added
+3.3k |
+3,346 |
| 6 |
Cambridge Investment Research Advisors, Inc.
0.03% of their portfolio |
FAIRFIELD, IA |
209,982210.0k
$29.7m |
$29.7m |
0.03% |
Added
+103.9k |
+103,926 |
| 7 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
202,461202.5k
$28.7m |
$28.7m |
0.02% |
Added
+8.7k |
+8,713 |
| 8 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
176,638176.6k
$25.0m |
$25.0m |
0.00% |
Added
+2.8k |
+2,798 |
| 9 |
Koshinski Asset Management, Inc.
0.67% of their portfolio |
DECATUR, IL |
88,37388.4k
$12.5m |
$12.5m |
0.67% |
Added
+8.8k |
+8,845 |
| 10 |
Curtis Advisory Group, LLC
2.24% of their portfolio |
SANTA BARBARA, CA |
81,43781.4k
$11.5m |
$11.5m |
2.24% |
Reduced
-1.1k |
-1,118 |
| 11 |
Triton Wealth Management, PLLC
3.38% of their portfolio |
SUN CITY, AZ |
77,83377.8k
$11.0m |
$11.0m |
3.38% |
Added
+5.8k |
+5,779 |
| 12 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
70,89370.9k
$10.0m |
$10.0m |
0.00% |
Added
+20.5k |
+20,474 |
| 13 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
68,60068.6k
$9.7m |
$9.7m |
0.00% |
Reduced
-1.9k |
-1,920 |
| 14 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
62,61562.6k
$8.9m |
$8.9m |
0.01% |
Added
+1.5k |
+1,483 |
| 15 |
Resonant Capital Advisors, LLC
0.42% of their portfolio |
Madison, WI |
61,40561.4k
$8.7m |
$8.7m |
0.42% |
Unchanged |
|
| 16 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
61,12861.1k
$8.7m |
$8.7m |
0.01% |
Reduced
-7.6k |
-7,644 |
| 17 |
Legacy Capital Wealth Partners, LLC
1.43% of their portfolio |
LITTLE ROCK, AR |
58,52758.5k
$7.5m |
$7.5m |
1.43% |
Reduced
-231 |
-231 |
| 18 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
56,81656.8k
$8.1m |
$8.1m |
0.01% |
Added
+4.5k |
+4,504 |
| 19 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
51,56151.6k
$7.3m |
$7.3m |
0.00% |
Added
+15.2k |
+15,230 |
| 20 |
Waverly Advisors, LLC
0.04% of their portfolio |
BIRMINGHAM, AL |
51,04651.0k
$7.2m |
$7.2m |
0.04% |
Added
+633 |
+633 |
| 21 |
Equitable Holdings, Inc.
0.04% of their portfolio |
NEW YORK, NY |
47,96948.0k
$6.8m |
$6.8m |
0.04% |
Added
+1.2k |
+1,161 |
| 22 |
Prime Capital Investment Advisors, LLC
0.07% of their portfolio |
OVERLAND PARK, KS |
47,68847.7k
$6.8m |
$6.8m |
0.07% |
Reduced
-692 |
-692 |
| 23 |
CAHILL FINANCIAL ADVISORS INC
0.64% of their portfolio |
EDINA, MN |
47,20847.2k
$6.7m |
$6.7m |
0.64% |
Reduced
-38 |
-38 |
| 24 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
44,22744.2k
$6.3m |
$6.3m |
0.01% |
Reduced
-4.1k |
-4,141 |
| 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
43,44943.4k
$6.2m |
$6.2m |
0.00% |
Reduced
-27.6k |
-27,624 |
| 26 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
43,14943.1k
$6.1m |
$6.1m |
0.00% |
Added
+84 |
+84 |
| 27 |
Hudock, Inc.
0.74% of their portfolio |
Williamsport, PA |
40,91040.9k
$5.8m |
$5.8m |
0.74% |
Reduced
-1.2k |
-1,241 |
| 28 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
36,30136.3k
$5.1m |
$5.1m |
0.01% |
Reduced
-45.7k |
-45,682 |
| 29 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.25% of their portfolio |
BRENTWOOD, TN |
36,10136.1k
$5.1m |
$5.1m |
0.25% |
Reduced
-1.2k |
-1,181 |
| 30 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
33,40533.4k
$4.7m |
$4.7m |
0.00% |
Added
+8.6k |
+8,609 |
| 31 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
33,27833.3k
$4.7m |
$4.7m |
0.00% |
Reduced
-1.1k |
-1,148 |
| 32 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
33,15033.1k
$4.7m |
$4.7m |
0.00% |
Added
+1.2k |
+1,156 |
| 33 |
Cornerstone Wealth Management, LLC
0.20% of their portfolio |
ST. PETERS, MO |
33,13533.1k
$4.7m |
$4.7m |
0.20% |
Added
+880 |
+880 |
| 34 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
32,40432.4k
$3.2m |
$3.2m |
0.01% |
Added
+529 |
+529 |
| 35 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
31,23631.2k
$4.4m |
$4.4m |
0.01% |
Added
+2.5k |
+2,518 |
| 36 |
Steward Partners Investment Advisory, LLC
0.02% of their portfolio |
STAMFORD, CT |
30,74630.7k
$4.4m |
$4.4m |
0.02% |
Reduced
-6.9k |
-6,939 |
| 37 |
Total Clarity Wealth Management, Inc.
0.81% of their portfolio |
ST. CHARLES, IL |
29,51629.5k
$4.2m |
$4.2m |
0.81% |
Reduced
-57 |
-57 |
| 38 |
Sovran Advisors, LLC
0.30% of their portfolio |
SAN DIEGO, CA |
27,28427.3k
$4.0m |
$4.0m |
0.30% |
Reduced
-24.3k |
-24,258 |
| 39 |
Private Advisor Group, LLC
0.02% of their portfolio |
MORRISTOWN, NJ |
26,99127.0k
$3.8m |
$3.8m |
0.02% |
Reduced
-7.0k |
-7,002 |
| 40 |
Titiun Yejiel
3.08% of their portfolio |
PUNTA DEL ESTE, X3 |
25,00025.0k
$3.5m |
$3.5m |
3.08% |
Unchanged |
|
| 41 |
GHP Investment Advisors, Inc.
0.13% of their portfolio |
Denver, CO |
24,73324.7k
$3.5m |
$3.5m |
0.13% |
Reduced
-771 |
-771 |
| 42 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
21,80621.8k
$3.1m |
$3.1m |
0.01% |
Added
+8.5k |
+8,485 |
| 43 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
21,26221.3k
$3.0m |
$3.0m |
0.00% |
Added
+2.6k |
+2,558 |
| 44 |
Breakwater Capital Group
0.36% of their portfolio |
PARAMUS, NJ |
20,89820.9k
$3.0m |
$3.0m |
0.36% |
Reduced
-191 |
-191 |
| 45 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
19,71119.7k
$2.8m |
$2.8m |
0.00% |
Reduced
-183 |
-183 |
| 46 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
19,64319.6k
$2.8m |
$2.8m |
0.01% |
Added
+3.2k |
+3,189 |
| 47 |
Stegent Equity Advisors, Inc.
1.90% of their portfolio |
HOUSTON, TX |
18,72418.7k
$2.7m |
$2.7m |
1.90% |
Added
+2.5k |
+2,478 |
| 48 |
Tempus Wealth Planning, LLC
0.52% of their portfolio |
IRVINE, CA |
18,64018.6k
$2.6m |
$2.6m |
0.52% |
Added
+7.5k |
+7,547 |
| 49 |
FLAGSHIP HARBOR ADVISORS, LLC
0.10% of their portfolio |
BOSTON, MA |
18,28718.3k
$2.6m |
$2.6m |
0.10% |
Reduced
-47 |
-47 |
| 50 |
Pacific Wealth Strategies Group, Inc.
1.42% of their portfolio |
SANTA BARBARA, CA |
17,41517.4k
$2.5m |
$2.5m |
1.42% |
Reduced
-3.1k |
-3,081 |
| 51 |
J.W. COLE ADVISORS, INC.
0.04% of their portfolio |
TAMPA, FL |
16,94116.9k
$2.4m |
$2.4m |
0.04% |
Reduced
-669 |
-669 |
| 52 |
Del-Sette Capital Management, LLC
1.33% of their portfolio |
SCHENECTADY, NY |
16,08016.1k
$2.3m |
$2.3m |
1.33% |
Added
+9.9k |
+9,865 |
| 53 |
Essex Financial Services, Inc.
0.11% of their portfolio |
ESSEX, CT |
16,05116.1k
$2.3m |
$2.3m |
0.11% |
Reduced
-164 |
-164 |
| 54 |
Madison Asset Management, LLC
0.03% of their portfolio |
MADISON, WI |
15,83915.8k
$2.2m |
$2.2m |
0.03% |
Unchanged |
|
| 55 |
SCOTIA CAPITAL INC.
0.01% of their portfolio |
TORONTO, A6 |
15,38515.4k
$2.2m |
$2.2m |
0.01% |
Reduced
-26 |
-26 |
| 56 |
Carnegie Investment Counsel
0.04% of their portfolio |
PEPPER PIKE, OH |
15,26215.3k
$2.2m |
$2.2m |
0.04% |
Added
+80 |
+80 |
| 57 |
Pacific Sun Financial Corp
0.89% of their portfolio |
LOS ANGELES, CA |
15,21115.2k
$2.2m |
$2.2m |
0.89% |
Reduced
-590 |
-590 |
| 58 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
14,04614.0k
$2.0m |
$2.0m |
0.02% |
Reduced
-199 |
-199 |
| 59 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
13,60013.6k
$1.9m |
$1.9m |
0.00% |
Added
+103 |
+103 |
| 60 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
12,94312.9k
$1.8m |
$1.8m |
0.01% |
Added
+4.5k |
+4,476 |
| 61 |
One Wealth Map LLC
0.86% of their portfolio |
LAS VEGAS, NV |
12,51312.5k
$1.8m |
$1.8m |
0.86% |
Added
+605 |
+605 |
| 62 |
Asset One Wealth Management LLC
0.18% of their portfolio |
BELLEVUE, WA |
12,00712.0k
$1.7m |
$1.7m |
0.18% |
Added
+59 |
+59 |
| 63 |
IFG Advisory, LLC
0.06% of their portfolio |
ATLANTA, GA |
11,74711.7k
$1.7m |
$1.7m |
0.06% |
New |
|
| 64 |
truNorth Financial Services, Inc.
1.32% of their portfolio |
Chambersburg, PA |
10,44210.4k
$1.5m |
$1.5m |
1.32% |
Added
+816 |
+816 |
| 65 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
10,39910.4k
$1.5m |
$1.5m |
0.00% |
Reduced
-662 |
-662 |
| 66 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
10,30910.3k
$1.5m |
$1.5m |
0.00% |
Reduced
-12.8k |
-12,821 |
| 67 |
NorthCrest Asset Manangement, LLC
0.04% of their portfolio |
PLYMOUTH, MN |
10,13310.1k
$1.4m |
$1.4m |
0.04% |
Added
+557 |
+557 |
| 68 |
BankPlus Trust Department
0.33% of their portfolio |
JACKSON, MS |
10,02210.0k
$1.4m |
$1.4m |
0.33% |
Reduced
-14 |
-14 |
| 69 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
9,6579.7k
$1.4m |
$1.4m |
0.00% |
Reduced
-1 |
-1 |
| 70 |
WHITTIER TRUST CO OF NEVADA INC
0.03% of their portfolio |
RENO, NV |
9,6009.6k
$1.4m |
$1.4m |
0.03% |
Unchanged |
|
| 71 |
Belpointe Asset Management LLC
0.04% of their portfolio |
RENO, NV |
9,5829.6k
$1.4m |
$1.4m |
0.04% |
Reduced
-331 |
-331 |
| 72 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
9,5319.5k
$1.4m |
$1.4m |
0.00% |
Added
+3.5k |
+3,523 |
| 73 |
Argent Trust Co
0.04% of their portfolio |
NASHVILLE, TN |
9,4129.4k
$1.3m |
$1.3m |
0.04% |
Unchanged |
|
| 74 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
9,3119.3k
$1.3m |
$1.3m |
0.00% |
Added
+312 |
+312 |
| 75 |
Banque de Luxembourg S.A.
0.62% of their portfolio |
LUXEMBOURG, N4 |
9,2279.2k
$1.3m |
$1.3m |
0.62% |
Unchanged |
|
| 76 |
Tradition Wealth Management, LLC
0.08% of their portfolio |
EDINA, MN |
9,2209.2k
$1.3m |
$1.3m |
0.08% |
Added
+4 |
+4 |
| 77 |
Kendall Capital Management
0.22% of their portfolio |
ROCKVILLE, MD |
9,2109.2k
$1.3m |
$1.3m |
0.22% |
Reduced
-55 |
-55 |
| 78 |
HAZLETT, BURT & WATSON, INC.
0.34% of their portfolio |
WHEELING, WV |
9,0229.0k
$1.3m |
$1.3m |
0.34% |
Added
+593 |
+593 |
| 79 |
ROMAN BUTLER FULLERTON & CO
0.31% of their portfolio |
ST LOUIS, MO |
8,9488.9k
$1.3m |
$1.3m |
0.31% |
Added
+2 |
+2 |
| 80 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
8,4798.5k
$1.2m |
$1.2m |
0.00% |
Added
+930 |
+930 |
| 81 |
Independent Family Office, LLC
0.48% of their portfolio |
ALBANY, NY |
8,4148.4k
$1.2m |
$1.2m |
0.48% |
Unchanged |
|
| 82 |
UPTICK PARTNERS, LLC
0.18% of their portfolio |
NACOGDOCHES, TX |
8,3688.4k
$1.2m |
$1.2m |
0.18% |
Reduced
-1.3k |
-1,325 |
| 83 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
7,8937.9k
$1.1m |
$1.1m |
0.00% |
New |
|
| 84 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
7,4537.5k
$1.1m |
$1.1m |
0.00% |
Added
+1.0k |
+1,024 |
| 85 |
CIBC WORLD MARKET INC.
0.00% of their portfolio |
TORONTO, A6 |
7,2787.3k
$1.0m |
$1.0m |
0.00% |
Added
+253 |
+253 |
| 86 |
Destiny Wealth Partners, LLC
0.15% of their portfolio |
TAVARES, FL |
7,1037.1k
$1.0m |
$1.0m |
0.15% |
Reduced
-1.5k |
-1,515 |
| 87 |
Wedmont Private Capital
0.03% of their portfolio |
WEST CHESTER, PA |
7,0497.0k
$1.0m |
$1.0m |
0.03% |
Unchanged |
|
| 88 |
Collaborative Wealth Managment Inc.
0.41% of their portfolio |
LAKE MARY, FL |
6,9597.0k
$985.9k |
$985.9k |
0.41% |
Unchanged |
|
| 89 |
Summit Financial, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
6,8876.9k
$975.6k |
$975.6k |
0.01% |
Reduced
-1.0k |
-1,019 |
| 90 |
Geneos Wealth Management Inc.
0.02% of their portfolio |
ENGLEWOOD, CO |
6,7186.7k
$951.7k |
$951.7k |
0.02% |
Added
+665 |
+665 |
| 91 |
S.A. Mason LLC
0.29% of their portfolio |
HOLLAND, MI |
6,7016.7k
$949.3k |
$949.3k |
0.29% |
Unchanged |
|
| 92 |
Stratos Wealth Partners, LTD.
0.01% of their portfolio |
BEACHWOOD, OH |
6,6536.7k
$942.5k |
$942.5k |
0.01% |
Added
+1 |
+1 |
| 93 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
6,4516.5k
$913.9k |
$913.9k |
0.00% |
Reduced
-247 |
-247 |
| 94 |
Archer Investment Corp
0.09% of their portfolio |
Carmel, IN |
6,4286.4k
$910.6k |
$910.6k |
0.09% |
Added
+3.2k |
+3,210 |
| 95 |
Caliber Wealth Management, LLC / KS
0.09% of their portfolio |
Overland Park, KS |
6,3296.3k
$896.6k |
$896.6k |
0.09% |
Unchanged |
|
| 96 |
HighPoint Advisor Group LLC
0.03% of their portfolio |
DOWNERS GROVE, IL |
6,2376.2k
$883.5k |
$883.5k |
0.03% |
Added
+1 |
+1 |
| 97 |
Ancora Advisors LLC
0.02% of their portfolio |
Cleveland, OH |
6,2136.2k
$880.1k |
$880.1k |
0.02% |
Unchanged |
|
| 98 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
6,1796.2k
$875.0k |
$875.0k |
0.00% |
Added
+2.6k |
+2,573 |
| 99 |
EP Wealth Advisors, LLC
0.00% of their portfolio |
TORRANCE, CA |
6,0006.0k
$850.0k |
$850.0k |
0.00% |
New |
|
| 100 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
5,9646.0k
$844.8k |
$844.8k |
0.00% |
Reduced
-101 |
-101 |