| 1 |
LPL Financial LLC
0.02% of their portfolio |
FORT MILL, SC |
491,416491.4k
$92.3m |
$92.3m |
0.02% |
Added
+81.8k |
+81,817 |
| 2 |
MEITAV INVESTMENT HOUSE LTD
0.58% of their portfolio |
BENE-BERAQ, L3 |
458,708458.7k
$86.2m |
$86.2m |
0.58% |
Added
+397.5k |
+397,500 |
| 3 |
HighTower Advisors, LLC
0.08% of their portfolio |
CHICAGO, IL |
452,067452.1k
$84.9m |
$84.9m |
0.08% |
Reduced
-39.7k |
-39,723 |
| 4 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
427,456427.5k
$80.3m |
$80.3m |
0.00% |
Reduced
-15.9k |
-15,932 |
| 5 |
Warner Group LLC
16.01% of their portfolio |
MADISON, CT |
346,221346.2k
$65.0m |
$65.0m |
16.01% |
Added
+161.9k |
+161,930 |
| 6 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
227,087227.1k
$42.7m |
$42.7m |
0.00% |
Reduced
-42.9k |
-42,866 |
| 7 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
180,087180.1k
$33.8m |
$33.8m |
0.01% |
Reduced
-24.2k |
-24,180 |
| 8 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
147,328147.3k
$27.7m |
$27.7m |
0.00% |
Added
+35.3k |
+35,304 |
| 9 |
Cambridge Investment Research Advisors, Inc.
0.03% of their portfolio |
FAIRFIELD, IA |
146,350146.3k
$27.5m |
$27.5m |
0.03% |
Added
+74.0k |
+73,950 |
| 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
121,790121.8k
$22.9m |
$22.9m |
0.01% |
Added
+83.7k |
+83,704 |
| 11 |
CAPTRUST FINANCIAL ADVISORS
0.03% of their portfolio |
RALEIGH, NC |
118,245118.2k
$22.2m |
$22.2m |
0.03% |
Reduced
-24.1k |
-24,105 |
| 12 |
TWO SIGMA INVESTMENTS, LP
0.02% of their portfolio |
NEW YORK, NY |
111,300111.3k
$20.9m |
$20.9m |
0.02% |
New |
|
| 13 |
MERCER GLOBAL ADVISORS INC /ADV
0.02% of their portfolio |
DENVER, CO |
104,303104.3k
$19.6m |
$19.6m |
0.02% |
Added
+2.9k |
+2,930 |
| 14 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
102,297102.3k
$19.2m |
$19.2m |
0.00% |
Reduced
-38.1k |
-38,136 |
| 15 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
95,36495.4k
$17.9m |
$17.9m |
0.02% |
Reduced
-90.3k |
-90,313 |
| 16 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
83,87683.9k
$15.8m |
$15.8m |
0.00% |
Added
+52.1k |
+52,131 |
| 17 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
81,05881.1k
$15.2m |
$15.2m |
0.03% |
Added
+11.3k |
+11,307 |
| 18 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
76,02776.0k
$14.3m |
$14.3m |
0.02% |
Added
+10.2k |
+10,237 |
| 19 |
NATIONAL BANK OF CANADA /FI/
0.01% of their portfolio |
MONTREAL, A8 |
75,43575.4k
$14.2m |
$14.2m |
0.01% |
Reduced
-7.7k |
-7,668 |
| 20 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
72,11772.1k
$12.1m |
$12.1m |
0.00% |
Added
+27.0k |
+27,042 |
| 21 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
69,31169.3k
$13.0m |
$13.0m |
0.00% |
Added
+25.3k |
+25,263 |
| 22 |
Members Advisory Group LLC
3.52% of their portfolio |
WILLIAMSVILLE, NY |
67,13467.1k
$12.6m |
$12.6m |
3.52% |
Added
+50.1k |
+50,067 |
| 23 |
Artesa Financial Group, LLC
10.46% of their portfolio |
CONROE, TX |
65,17765.2k
$12.2m |
$12.2m |
10.46% |
Added
+730 |
+730 |
| 24 |
Advisory Services Network, LLC
0.11% of their portfolio |
ATLANTA, GA |
52,03752.0k
$9.8m |
$9.8m |
0.11% |
Reduced
-321 |
-321 |
| 25 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
51,60751.6k
$9.7m |
$9.7m |
0.01% |
Reduced
-251 |
-251 |
| 26 |
Private Advisor Group, LLC
0.04% of their portfolio |
MORRISTOWN, NJ |
47,24947.2k
$8.9m |
$8.9m |
0.04% |
Reduced
-7.3k |
-7,259 |
| 27 |
STIFEL FINANCIAL CORP
0.01% of their portfolio |
ST. LOUIS, MO |
46,12246.1k
$8.7m |
$8.7m |
0.01% |
Added
+568 |
+568 |
| 28 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
44,41544.4k
$8.3m |
$8.3m |
0.01% |
Added
+505 |
+505 |
| 29 |
D. E. Shaw & Co., Inc.
0.00% of their portfolio |
New York, NY |
39,94739.9k
$7.5m |
$7.5m |
0.00% |
New |
|
| 30 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
34,11734.1k
$6.4m |
$6.4m |
0.01% |
Added
+32.3k |
+32,288 |
| 31 |
Summit Financial, LLC
0.07% of their portfolio |
PARSIPPANY, NJ |
34,00834.0k
$6.4m |
$6.4m |
0.07% |
Reduced
-5.1k |
-5,081 |
| 32 |
Arete Wealth Advisors, LLC
0.31% of their portfolio |
CHICAGO, IL |
24,91324.9k
$4.7m |
$4.7m |
0.31% |
New |
|
| 33 |
BIP Wealth, LLC
0.13% of their portfolio |
ATLANTA, GA |
24,82824.8k
$4.7m |
$4.7m |
0.13% |
Added
+701 |
+701 |
| 34 |
M Holdings Securities, Inc.
0.54% of their portfolio |
PORTLAND, OR |
22,94422.9k
$4.0m |
$4.0m |
0.54% |
Added
+1.4k |
+1,409 |
| 35 |
Western Wealth Management, LLC
0.13% of their portfolio |
GOLDEN, CO |
21,21521.2k
$4.0m |
$4.0m |
0.13% |
New |
|
| 36 |
Bawa N Mallick Trust
1.22% of their portfolio |
FOREST HILLS, NY |
20,01520.0k
$3.8m |
$3.8m |
1.22% |
Added
+15 |
+15 |
| 37 |
Prospera Financial Services Inc
0.05% of their portfolio |
Dallas, TX |
18,40518.4k
$3.5m |
$3.5m |
0.05% |
Reduced
-1.3k |
-1,339 |
| 38 |
Triton Financial Group Inc
1.93% of their portfolio |
Oklahoma City, OK |
17,88717.9k
$3.4m |
$3.4m |
1.93% |
Reduced
-18.3k |
-18,314 |
| 39 |
PRINCIPAL SECURITIES, INC.
0.04% of their portfolio |
DES MOINES, IA |
17,69017.7k
$3.3m |
$3.3m |
0.04% |
Added
+51 |
+51 |
| 40 |
Nilsine Partners, LLC
0.22% of their portfolio |
GREENWOOD VILLAGE, CO |
17,28917.3k
$3.2m |
$3.2m |
0.22% |
Reduced
-138 |
-138 |
| 41 |
Concurrent Investment Advisors, LLC
0.03% of their portfolio |
Tampa, FL |
16,40516.4k
$3.1m |
$3.1m |
0.03% |
New |
|
| 42 |
Keystone Wealth Services, LLC
0.55% of their portfolio |
PALM DESERT, CA |
15,71915.7k
$3.0m |
$3.0m |
0.55% |
Added
+10.9k |
+10,950 |
| 43 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
15,53415.5k
$2.9m |
$2.9m |
0.00% |
Added
+10.9k |
+10,876 |
| 44 |
Stratos Wealth Partners, LTD.
0.03% of their portfolio |
BEACHWOOD, OH |
15,16315.2k
$2.8m |
$2.8m |
0.03% |
Added
+9.3k |
+9,288 |
| 45 |
Mission Hills Financial Advisory, LLC
1.21% of their portfolio |
SAN DIEGO, CA |
14,70414.7k
$2.8m |
$2.8m |
1.21% |
Reduced
-7 |
-7 |
| 46 |
Per Stirling Capital Management, LLC.
0.25% of their portfolio |
AUSTIN, TX |
13,94813.9k
$2.6m |
$2.6m |
0.25% |
Reduced
-7.1k |
-7,069 |
| 47 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
13,24913.2k
$2.5m |
$2.5m |
0.01% |
Added
+9.9k |
+9,916 |
| 48 |
Financial Management Professionals, Inc.
0.23% of their portfolio |
AUSTIN, TX |
13,01913.0k
$2.4m |
$2.4m |
0.23% |
Reduced
-2.4k |
-2,356 |
| 49 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
12,71112.7k
$2.4m |
$2.4m |
0.00% |
Added
+1.8k |
+1,818 |
| 50 |
Ramiah Investment Group
1.81% of their portfolio |
BROOKFIELD, WI |
12,63912.6k
$2.4m |
$2.4m |
1.81% |
New |
|
| 51 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
12,16812.2k
$2.3m |
$2.3m |
0.00% |
Added
+2.5k |
+2,474 |
| 52 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
12,03412.0k
$2.3m |
$2.3m |
0.01% |
Reduced
-1.3k |
-1,260 |
| 53 |
INDEPENDENT FINANCIAL GROUP, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
11,91111.9k
$2.2m |
$2.2m |
0.04% |
Reduced
-819 |
-819 |
| 54 |
Valley Brook Capital Group, Inc.
1.22% of their portfolio |
Venetia, PA |
11,42511.4k
$2.1m |
$2.1m |
1.22% |
Added
+405 |
+405 |
| 55 |
B. Riley Wealth Advisors, Inc.
0.11% of their portfolio |
MEMPHIS, TN |
11,20011.2k
$2.0m |
$2.0m |
0.11% |
Added
+125 |
+125 |
| 56 |
NATIXIS ADVISORS, LLC
0.00% of their portfolio |
Boston, MA |
10,76210.8k
$2.0m |
$2.0m |
0.00% |
Added
+259 |
+259 |
| 57 |
Qube Research & Technologies Ltd
0.00% of their portfolio |
LONDON, X0 |
9,2519.3k
$1.7m |
$1.7m |
0.00% |
New |
|
| 58 |
PFG Investments, LLC
0.07% of their portfolio |
WOODBURY, NY |
9,0889.1k
$1.7m |
$1.7m |
0.07% |
Added
+441 |
+441 |
| 59 |
PETRA FINANCIAL ADVISORS INC
0.77% of their portfolio |
COLORADO SRPINGS, CO |
8,8918.9k
$1.7m |
$1.7m |
0.77% |
New |
|
| 60 |
Secure Asset Management, LLC
0.23% of their portfolio |
Troy, MI |
8,6728.7k
$1.6m |
$1.6m |
0.23% |
Added
+3.2k |
+3,213 |
| 61 |
&PARTNERS
0.01% of their portfolio |
NASHVILLE, TN |
8,5498.5k
$1.6m |
$1.6m |
0.01% |
New |
|
| 62 |
Belpointe Asset Management LLC
0.05% of their portfolio |
RENO, NV |
8,4878.5k
$1.6m |
$1.6m |
0.05% |
Added
+1.1k |
+1,092 |
| 63 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.17% of their portfolio |
CONCORD, MA |
8,1258.1k
$1.5m |
$1.5m |
0.17% |
Added
+45 |
+45 |
| 64 |
Caprock Group, LLC
0.03% of their portfolio |
BOISE, ID |
7,9758.0k
$1.5m |
$1.5m |
0.03% |
Unchanged |
|
| 65 |
EP Wealth Advisors, LLC
0.01% of their portfolio |
TORRANCE, CA |
7,5427.5k
$1.4m |
$1.4m |
0.01% |
Reduced
-152 |
-152 |
| 66 |
J.W. COLE ADVISORS, INC.
0.02% of their portfolio |
TAMPA, FL |
7,4867.5k
$1.4m |
$1.4m |
0.02% |
New |
|
| 67 |
Koshinski Asset Management, Inc.
0.07% of their portfolio |
DECATUR, IL |
7,3867.4k
$1.4m |
$1.4m |
0.07% |
Added
+1 |
+1 |
| 68 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02% of their portfolio |
AUSTIN, TX |
7,3847.4k
$1.4m |
$1.4m |
0.02% |
Added
+2.8k |
+2,753 |
| 69 |
BENJAMIN EDWARDS INC
0.01% of their portfolio |
Clayton, MO |
7,3797.4k
$1.4m |
$1.4m |
0.01% |
Added
+20 |
+20 |
| 70 |
Simplicity Wealth,LLC
0.05% of their portfolio |
SUMMIT, NJ |
7,2957.3k
$1.4m |
$1.4m |
0.05% |
Reduced
-37 |
-37 |
| 71 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
7,2427.2k
$1.4m |
$1.4m |
0.00% |
Added
+1.1k |
+1,138 |
| 72 |
Hennion & Walsh Asset Management, Inc.
0.04% of their portfolio |
Parsippany, NJ |
7,1707.2k
$1.3m |
$1.3m |
0.04% |
Reduced
-1.7k |
-1,685 |
| 73 |
KKM Financial LLC
0.18% of their portfolio |
CHICAGO, IL |
7,1477.1k
$1.3m |
$1.3m |
0.18% |
Added
+2 |
+2 |
| 74 |
Wealthcare Advisory Partners LLC
0.02% of their portfolio |
WEST CHESTER, PA |
7,0207.0k
$1.3m |
$1.3m |
0.02% |
Added
+3.4k |
+3,414 |
| 75 |
Millennium Capital Advisors, LLC
0.70% of their portfolio |
LITTLE ROCK, AR |
6,8506.8k
$1.3m |
$1.3m |
0.70% |
Unchanged |
|
| 76 |
Capital Square, LLC
0.48% of their portfolio |
ATHENS, TN |
6,8306.8k
$1.1m |
$1.1m |
0.48% |
Added
+202 |
+202 |
| 77 |
Carr Financial Group Corp
0.28% of their portfolio |
WORCESTER, MA |
6,5516.6k
$1.2m |
$1.2m |
0.28% |
Added
+2.5k |
+2,514 |
| 78 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
6,5286.5k
$1.2m |
$1.2m |
0.02% |
Added
+497 |
+497 |
| 79 |
FIRST FOUNDATION ADVISORS
0.04% of their portfolio |
Irvine, CA |
6,3726.4k
$1.2m |
$1.2m |
0.04% |
Reduced
-450 |
-450 |
| 80 |
GRIMES & Co WEALTH MANAGEMENT, LLC
0.02% of their portfolio |
WESTBOROUGH, MA |
6,0366.0k
$1.1m |
$1.1m |
0.02% |
Reduced
-404 |
-404 |
| 81 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
5,9586.0k
$1.1m |
$1.1m |
0.00% |
Added
+402 |
+402 |
| 82 |
Wedmont Private Capital
0.03% of their portfolio |
WEST CHESTER, PA |
5,7425.7k
$915.5k |
$915.5k |
0.03% |
New |
|
| 83 |
Equitable Holdings, Inc.
0.01% of their portfolio |
NEW YORK, NY |
5,7405.7k
$1.1m |
$1.1m |
0.01% |
New |
|
| 84 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
0.01% of their portfolio |
PORTLAND, OR |
5,5535.6k
$1.0m |
$1.0m |
0.01% |
Unchanged |
|
| 85 |
Berbice Capital Management LLC
0.53% of their portfolio |
MELVILLE, NY |
5,5005.5k
$1.0m |
$1.0m |
0.53% |
New |
|
| 86 |
Sound Income Strategies, LLC
0.04% of their portfolio |
FT LAUDERDALE, FL |
5,1935.2k
$975.3k |
$975.3k |
0.04% |
Added
+861 |
+861 |
| 87 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
5,1645.2k
$970.0k |
$970.0k |
0.00% |
New |
|
| 88 |
Wellington Shields & Co., LLC
0.21% of their portfolio |
NEW YORK, NY |
4,8924.9k
$918.8k |
$918.8k |
0.21% |
Reduced
-250 |
-250 |
| 89 |
McGuire Investment Group, LLC
0.08% of their portfolio |
WAKEFIELD, RI |
4,6984.7k
$882.4k |
$882.4k |
0.08% |
Unchanged |
|
| 90 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
4,5874.6k
$861.5k |
$861.5k |
0.01% |
New |
|
| 91 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
4,5604.6k
$856.5k |
$856.5k |
0.00% |
Unchanged |
|
| 92 |
Perigon Wealth Management, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
4,4054.4k
$827.3k |
$827.3k |
0.01% |
Unchanged |
|
| 93 |
NEUBERGER BERMAN GROUP LLC
0.00% of their portfolio |
NEW YORK, NY |
4,3234.3k
$811.9k |
$811.9k |
0.00% |
Unchanged |
|
| 94 |
Institute for Wealth Management, LLC.
0.07% of their portfolio |
DENVER, CO |
4,3074.3k
$808.9k |
$808.9k |
0.07% |
Reduced
-8 |
-8 |
| 95 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
4,2884.3k
$805.3k |
$805.3k |
0.00% |
Added
+2.1k |
+2,102 |
| 96 |
Capstone Wealth Management Group, Inc.
0.48% of their portfolio |
BEND, OR |
4,2504.2k
$798.2k |
$798.2k |
0.48% |
First filing |
|
| 97 |
WNY Asset Management, LLC
0.07% of their portfolio |
Williamsville, NY |
4,1654.2k
$782.2k |
$782.2k |
0.07% |
Added
+255 |
+255 |
| 98 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
4,0544.1k
$761.5k |
$761.5k |
0.00% |
Reduced
-17 |
-17 |
| 99 |
Lebenthal Global Advisors, LLC
0.10% of their portfolio |
Hauppauge, NY |
4,0254.0k
$756.0k |
$756.0k |
0.10% |
Added
+75 |
+75 |
| 100 |
Independent Wealth Advisors LLC
0.68% of their portfolio |
CARY, NC |
3,9724.0k
$746.1k |
$746.1k |
0.68% |
Unchanged |
|