| 1 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
122,117122.1k
$31.8m |
$31.8m |
0.01% |
Added
+5.4k |
+5,382 |
| 2 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
103,153103.2k
$26.9m |
$26.9m |
0.00% |
Reduced
-4.3k |
-4,310 |
| 3 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
86,73586.7k
$22.6m |
$22.6m |
0.00% |
Added
+14.4k |
+14,389 |
| 4 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
81,86181.9k
$21.3m |
$21.3m |
0.00% |
Added
+12.7k |
+12,694 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
71,87671.9k
$18.7m |
$18.7m |
0.01% |
Added
+331 |
+331 |
| 6 |
Transamerica Financial Advisors, LLC
1.41% of their portfolio |
CEDAR RAPIDS, IA |
63,96364.0k
$16.7m |
$16.7m |
1.41% |
Reduced
-6.6k |
-6,613 |
| 7 |
Janney Montgomery Scott LLC
0.02% of their portfolio |
PHILADELPHIA, PA |
34,40634.4k
$9.0m |
$9.0m |
0.02% |
Added
+1.7k |
+1,731 |
| 8 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
30,73130.7k
$8.0m |
$8.0m |
0.01% |
Added
+24.5k |
+24,507 |
| 9 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
28,98329.0k
$7.6m |
$7.6m |
0.00% |
Reduced
-3 |
-3 |
| 10 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
26,72426.7k
$7.0m |
$7.0m |
0.00% |
Reduced
-1.2k |
-1,155 |
| 11 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
23,68823.7k
$6.2m |
$6.2m |
0.01% |
Added
+13.6k |
+13,593 |
| 12 |
Stratos Wealth Partners, LTD.
0.06% of their portfolio |
BEACHWOOD, OH |
22,99523.0k
$6.0m |
$6.0m |
0.06% |
Added
+1.6k |
+1,650 |
| 13 |
Paller Financial Services Inc
3.69% of their portfolio |
CENTENNIAL, CO |
18,94318.9k
$4.9m |
$4.9m |
3.69% |
Reduced
-300 |
-300 |
| 14 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
16,48616.5k
$4.3m |
$4.3m |
0.00% |
Reduced
-1.6k |
-1,616 |
| 15 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
15,01615.0k
$3.9m |
$3.9m |
0.00% |
Added
+177 |
+177 |
| 16 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
13,87213.9k
$3.6m |
$3.6m |
0.01% |
Added
+3.9k |
+3,905 |
| 17 |
PRINCIPAL SECURITIES, INC.
0.04% of their portfolio |
DES MOINES, IA |
13,73913.7k
$3.6m |
$3.6m |
0.04% |
Reduced
-1.4k |
-1,376 |
| 18 |
StoneX Group Inc.
0.13% of their portfolio |
NEW YORK, NY |
12,62812.6k
$3.3m |
$3.3m |
0.13% |
Added
+131 |
+131 |
| 19 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
12,32112.3k
$3.2m |
$3.2m |
0.00% |
Reduced
-1.8k |
-1,786 |
| 20 |
Financial Management Professionals, Inc.
0.26% of their portfolio |
AUSTIN, TX |
10,68210.7k
$2.8m |
$2.8m |
0.26% |
New |
|
| 21 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
10,63710.6k
$2.8m |
$2.8m |
0.01% |
Reduced
-681 |
-681 |
| 22 |
American Trust
0.19% of their portfolio |
LEXINGTON, KY |
9,4089.4k
$2.5m |
$2.5m |
0.19% |
Added
+373 |
+373 |
| 23 |
TWO SIGMA INVESTMENTS, LP
0.00% of their portfolio |
NEW YORK, NY |
9,1009.1k
$2.4m |
$2.4m |
0.00% |
New |
|
| 24 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
8,2058.2k
$2.0m |
$2.0m |
0.00% |
Added
+2.9k |
+2,889 |
| 25 |
INDEPENDENT FINANCIAL GROUP, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
7,9467.9k
$2.1m |
$2.1m |
0.04% |
New |
|
| 26 |
Stonebridge Financial Planning Group, LLC
0.61% of their portfolio |
ORLANDO, FL |
7,3247.3k
$1.9m |
$1.9m |
0.61% |
Added
+354 |
+354 |
| 27 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
7,2317.2k
$1.9m |
$1.9m |
0.01% |
Reduced
-49 |
-49 |
| 28 |
AlphaCore Capital LLC
0.03% of their portfolio |
LA JOLLA, CA |
6,8636.9k
$1.8m |
$1.8m |
0.03% |
Reduced
-82 |
-82 |
| 29 |
Genesee Capital Advisors, LLC
0.51% of their portfolio |
AUBURN, NY |
6,2336.2k
$1.6m |
$1.6m |
0.51% |
Unchanged |
|
| 30 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
6,0936.1k
$1.6m |
$1.6m |
0.00% |
Reduced
-1.5k |
-1,485 |
| 31 |
Belpointe Asset Management LLC
0.05% of their portfolio |
RENO, NV |
6,0296.0k
$1.6m |
$1.6m |
0.05% |
Reduced
-1.4k |
-1,388 |
| 32 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
5,9225.9k
$1.5m |
$1.5m |
0.00% |
Reduced
-212 |
-212 |
| 33 |
GWN SECURITIES INC.
0.26% of their portfolio |
Palm Beach Gardens, FL |
5,8725.9k
$1.5m |
$1.5m |
0.26% |
Reduced
-2.1k |
-2,124 |
| 34 |
J.W. COLE ADVISORS, INC.
0.02% of their portfolio |
TAMPA, FL |
5,2885.3k
$1.4m |
$1.4m |
0.02% |
Added
+252 |
+252 |
| 35 |
Noble Family Wealth, LLC
0.21% of their portfolio |
Clearwater, FL |
4,5944.6k
$1.2m |
$1.2m |
0.21% |
Reduced
-1.0k |
-1,000 |
| 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
4,5684.6k
$1.2m |
$1.2m |
0.00% |
Reduced
-1.8k |
-1,773 |
| 37 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
3,9564.0k
$1.0m |
$1.0m |
0.00% |
Reduced
-94 |
-94 |
| 38 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
3,7233.7k
$947.9k |
$947.9k |
0.00% |
Added
+326 |
+326 |
| 39 |
FAGAN ASSOCIATES, INC.
0.12% of their portfolio |
TROY, NY |
3,6963.7k
$963.6k |
$963.6k |
0.12% |
Added
+222 |
+222 |
| 40 |
SCHMIDT P J INVESTMENT MANAGEMENT INC
0.14% of their portfolio |
CEDARBURG, WI |
3,5443.5k
$923.9k |
$923.9k |
0.14% |
Added
+90 |
+90 |
| 41 |
CIBC WORLD MARKET INC.
0.00% of their portfolio |
TORONTO, A6 |
3,4413.4k
$897.1k |
$897.1k |
0.00% |
Reduced
-370 |
-370 |
| 42 |
Trueblood Wealth Management, LLC
0.30% of their portfolio |
LIMA, OH |
3,3413.3k
$871.1k |
$871.1k |
0.30% |
Added
+39 |
+39 |
| 43 |
Quadrature Capital Ltd
0.01% of their portfolio |
LONDON, X0 |
3,2253.2k
$840.8k |
$840.8k |
0.01% |
New |
|
| 44 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
3,2173.2k
$838.7k |
$838.7k |
0.01% |
Added
+514 |
+514 |
| 45 |
Sowell Financial Services LLC
0.03% of their portfolio |
NORTH LITTLE ROCK, AR |
3,1603.2k
$823.8k |
$823.8k |
0.03% |
Added
+195 |
+195 |
| 46 |
Carr Financial Group Corp
0.17% of their portfolio |
WORCESTER, MA |
2,8412.8k
$740.6k |
$740.6k |
0.17% |
Added
+1.5k |
+1,455 |
| 47 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
2,6502.6k
$691.1k |
$691.1k |
0.00% |
Reduced
-283 |
-283 |
| 48 |
Larson Financial Group LLC
0.02% of their portfolio |
ST LOUIS, MO |
2,6442.6k
$689.3k |
$689.3k |
0.02% |
Added
+118 |
+118 |
| 49 |
Plan Group Financial, LLC
0.14% of their portfolio |
OKLAHOMA CITY, OK |
2,6002.6k
$677.8k |
$677.8k |
0.14% |
New |
|
| 50 |
FOUNDERS FINANCIAL SECURITIES LLC
0.03% of their portfolio |
TOWSON, MD |
2,5262.5k
$658.6k |
$658.6k |
0.03% |
Reduced
-4 |
-4 |
| 51 |
D. E. Shaw & Co., Inc.
0.00% of their portfolio |
New York, NY |
2,4322.4k
$634.0k |
$634.0k |
0.00% |
Unchanged |
|
| 52 |
CreativeOne Wealth, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
2,3762.4k
$619.5k |
$619.5k |
0.01% |
Unchanged |
|
| 53 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
2,2322.2k
$581.9k |
$581.9k |
0.00% |
Added
+1.0k |
+1,013 |
| 54 |
Leelyn Smith, LLC
0.06% of their portfolio |
GENEVA, IL |
1,9902.0k
$518.8k |
$518.8k |
0.06% |
New |
|
| 55 |
Sound Income Strategies, LLC
0.02% of their portfolio |
FT LAUDERDALE, FL |
1,9812.0k
$516.5k |
$516.5k |
0.02% |
Reduced
-183 |
-183 |
| 56 |
Western Wealth Management, LLC
0.02% of their portfolio |
GOLDEN, CO |
1,9522.0k
$508.9k |
$508.9k |
0.02% |
Added
+334 |
+334 |
| 57 |
WealthBridge Capital Management, LLC
0.09% of their portfolio |
WESTERVILLE, OH |
1,7801.8k
$464.0k |
$464.0k |
0.09% |
Unchanged |
|
| 58 |
SILVER OAK SECURITIES, INCORPORATED
0.03% of their portfolio |
JACKSON, TN |
1,7451.7k
$454.9k |
$454.9k |
0.03% |
Reduced
-22 |
-22 |
| 59 |
UPTICK PARTNERS, LLC
0.07% of their portfolio |
NACOGDOCHES, TX |
1,7291.7k
$450.8k |
$450.8k |
0.07% |
Unchanged |
|
| 60 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
1,6661.7k
$434.3k |
$434.3k |
0.00% |
New |
|
| 61 |
MTM Investment Management, LLC
0.12% of their portfolio |
SPARTANBURG, SC |
1,6011.6k
$417.4k |
$417.4k |
0.12% |
Unchanged |
|
| 62 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
1,3341.3k
$347.8k |
$347.8k |
0.00% |
Unchanged |
|
| 63 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
1,2891.3k
$336.2k |
$336.2k |
0.01% |
Added
+341 |
+341 |
| 64 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
1,1501.1k
$293.8k |
$293.8k |
0.00% |
Unchanged |
|
| 65 |
JNBA Financial Advisors
0.02% of their portfolio |
BLOOMINGTON, MN |
1,1231.1k
$292.7k |
$292.7k |
0.02% |
Reduced
-74 |
-74 |
| 66 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
1,0691.1k
$278.7k |
$278.7k |
0.00% |
Reduced
-230 |
-230 |
| 67 |
Sun Financial Inc
0.11% of their portfolio |
MIDVALE, UT |
1,0521.1k
$229.5k |
$229.5k |
0.11% |
Reduced
-2 |
-2 |
| 68 |
Vertex Planning Partners, LLC
0.04% of their portfolio |
DOWNERS GROVE, IL |
1,0371.0k
$270.5k |
$270.5k |
0.04% |
New |
|
| 69 |
Fortune Financial Group, Inc.
0.21% of their portfolio |
NAPLES, FL |
1,0181.0k
$265.4k |
$265.4k |
0.21% |
New |
|
| 70 |
KINGSWOOD WEALTH ADVISORS, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
1,0161.0k
$264.8k |
$264.8k |
0.01% |
Reduced
-100 |
-100 |
| 71 |
Dynamic Advisor Solutions LLC
0.01% of their portfolio |
PHOENIX, AZ |
957957
$249.5k |
$249.5k |
0.01% |
New |
|
| 72 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
944944
$246.1k |
$246.1k |
0.00% |
New |
|
| 73 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
893893
$232.7k |
$232.7k |
0.00% |
Added
+317 |
+317 |
| 74 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
880880
$229.4k |
$229.4k |
0.00% |
Reduced
-65 |
-65 |
| 75 |
LAUREL OAK WEALTH MANAGEMENT, LLC
0.03% of their portfolio |
MARLTON, NJ |
878878
$228.9k |
$228.9k |
0.03% |
New |
|
| 76 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
835835
$217.7k |
$217.7k |
0.00% |
New |
|
| 77 |
STEPHENS INC /AR/
0.00% of their portfolio |
LITTLE ROCK, AR |
820820
$213.8k |
$213.8k |
0.00% |
New |
|
| 78 |
PKS Advisory Services, LLC
0.03% of their portfolio |
ALBANY, NY |
818818
$213.4k |
$213.4k |
0.03% |
New |
|
| 79 |
GLENMEDE TRUST CO NA
0.00% of their portfolio |
PHILADELPHIA, PA |
800800
$208.6k |
$208.6k |
0.00% |
Reduced
-200 |
-200 |
| 80 |
BELLEVUE ASSET MANAGEMENT, LLC
0.09% of their portfolio |
BELLEVUE, WA |
746746
$194.5k |
$194.5k |
0.09% |
Unchanged |
|
| 81 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
633633
$165.0k |
$165.0k |
0.00% |
New |
|
| 82 |
Parallel Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
570570
$148.6k |
$148.6k |
0.00% |
Unchanged |
|
| 83 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
559559
$145.8k |
$145.8k |
0.00% |
First filing |
|
| 84 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.00% of their portfolio |
Stamford, CT |
507507
$132.2k |
$132.2k |
0.00% |
Added
+1 |
+1 |
| 85 |
Sankala Group LLC
0.07% of their portfolio |
LYONS, CO |
491491
$107.6k |
$107.6k |
0.07% |
Reduced
-49 |
-49 |
| 86 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
436436
$113.7k |
$113.7k |
0.00% |
New |
|
| 87 |
PRIVATE TRUST CO NA
0.01% of their portfolio |
CLEVELAND, OH |
300300
$78.2k |
$78.2k |
0.01% |
Added
+195 |
+195 |
| 88 |
Rossby Financial, LCC
0.01% of their portfolio |
MELBOURNE, FL |
242242
$63.1k |
$63.1k |
0.01% |
Unchanged |
|
| 89 |
Truvestments Capital LLC
0.01% of their portfolio |
SARASOTA, FL |
200200
$52.1k |
$52.1k |
0.01% |
Unchanged |
|
| 90 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.00% of their portfolio |
ORLANDO, FL |
185185
$46.3k |
$46.3k |
0.00% |
New |
|
| 91 |
IFG Advisory, LLC
0.00% of their portfolio |
ATLANTA, GA |
175175
$45.6k |
$45.6k |
0.00% |
New |
|
| 92 |
New Republic Capital, LLC
0.01% of their portfolio |
CHARLOTTE, NC |
175175
$45.6k |
$45.6k |
0.01% |
Unchanged |
|
| 93 |
MATHER GROUP, LLC.
0.00% of their portfolio |
CHICAGO, IL |
164164
$42.8k |
$42.8k |
0.00% |
New |
|
| 94 |
Providence Capital Advisors, LLC
0.01% of their portfolio |
CHARLOTTE, NC |
144144
$37.5k |
$37.5k |
0.01% |
Unchanged |
|
| 95 |
MPWM ADVISORY SOLUTIONS, LLC
0.02% of their portfolio |
ALPHARETTA, GA |
133133
$34.7k |
$34.7k |
0.02% |
Unchanged |
|
| 96 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
100100
$26.1k |
$26.1k |
0.00% |
Unchanged |
|
| 97 |
Belvedere Trading LLC
0.00% of their portfolio |
CHICAGO, IL |
100100
$26.1k |
$26.1k |
0.00% |
New |
|
| 98 |
Continuum Advisory, LLC
0.00% of their portfolio |
EAGLE, ID |
6767
$17.5k |
$17.5k |
0.00% |
New |
|
| 99 |
Qube Research & Technologies Ltd
0.00% of their portfolio |
LONDON, X0 |
6666
$17.2k |
$17.2k |
0.00% |
New |
|
| 100 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
5050
$13.0k |
$13.0k |
0.00% |
Reduced
-400 |
-400 |