| 1 |
Pathstone Holdings, LLC
0.12% of their portfolio |
ENGLEWOOD, NJ |
650,148650.1k
$30.3m |
$30.3m |
0.12% |
Added
+112.8k |
+112,797 |
| 2 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
636,991637.0k
$29.7m |
$29.7m |
0.01% |
Reduced
-345.7k |
-345,726 |
| 3 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
500,176500.2k
$23.3m |
$23.3m |
0.00% |
Added
+381.3k |
+381,315 |
| 4 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
425,924425.9k
$19.9m |
$19.9m |
0.00% |
Added
+116.9k |
+116,875 |
| 5 |
INDEPENDENT FINANCIAL GROUP, LLC
0.30% of their portfolio |
SAN DIEGO, CA |
283,261283.3k
$13.2m |
$13.2m |
0.30% |
Added
+8.6k |
+8,630 |
| 6 |
TT Capital Management LLC
10.84% of their portfolio |
Gilbert, AZ |
282,161282.2k
$13.2m |
$13.2m |
10.84% |
Reduced
-5.4k |
-5,368 |
| 7 |
Ocean Park Asset Management, LLC
0.74% of their portfolio |
SANTA MONICA, CA |
276,200276.2k
$12.9m |
$12.9m |
0.74% |
New |
|
| 8 |
AE Wealth Management LLC
0.07% of their portfolio |
TOPEKA, KS |
271,891271.9k
$12.7m |
$12.7m |
0.07% |
Added
+60.4k |
+60,436 |
| 9 |
Border to Coast Pensions Partnership Ltd
0.21% of their portfolio |
LEEDS, X0 |
265,000265.0k
$12.4m |
$12.4m |
0.21% |
Added
+65.0k |
+65,000 |
| 10 |
EPIQ PARTNERS, LLC
5.57% of their portfolio |
MINNEAPOLIS, MN |
256,035256.0k
$11.9m |
$11.9m |
5.57% |
Added
+2.1k |
+2,078 |
| 11 |
Destiny Wealth Partners, LLC
1.22% of their portfolio |
TAVARES, FL |
238,591238.6k
$11.1m |
$11.1m |
1.22% |
Reduced
-42.2k |
-42,200 |
| 12 |
Sanctuary Advisors, LLC
0.06% of their portfolio |
INDIANAPOLIS, IN |
234,762234.8k
$10.9m |
$10.9m |
0.06% |
Added
+41.3k |
+41,254 |
| 13 |
Banco BTG Pactual S.A.
1.96% of their portfolio |
RIO DE JANEIRO, D5 |
215,894215.9k
$10.1m |
$10.1m |
1.96% |
New |
|
| 14 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
203,945203.9k
$9.5m |
$9.5m |
0.00% |
Added
+201.1k |
+201,103 |
| 15 |
Summit Financial, LLC
0.11% of their portfolio |
PARSIPPANY, NJ |
177,416177.4k
$8.3m |
$8.3m |
0.11% |
Added
+1.2k |
+1,237 |
| 16 |
Insight Wealth Strategies, LLC
0.90% of their portfolio |
SAN RAMON, CA |
173,270173.3k
$8.1m |
$8.1m |
0.90% |
New |
|
| 17 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
157,355157.4k
$7.3m |
$7.3m |
0.00% |
Reduced
-32.2k |
-32,223 |
| 18 |
CacheTech Inc.
1.35% of their portfolio |
LOGAN, UT |
150,736150.7k
$7.0m |
$7.0m |
1.35% |
Reduced
-1.3k |
-1,344 |
| 19 |
Nilsine Partners, LLC
0.54% of their portfolio |
GREENWOOD VILLAGE, CO |
145,982146.0k
$6.9m |
$6.9m |
0.54% |
Reduced
-7.2k |
-7,244 |
| 20 |
Adams Wealth Management
1.48% of their portfolio |
LOGAN, UT |
144,417144.4k
$6.7m |
$6.7m |
1.48% |
Reduced
-234 |
-234 |
| 21 |
Financial Enhancement Group LLC
0.77% of their portfolio |
ANDERSON, IN |
132,174132.2k
$6.2m |
$6.2m |
0.77% |
New |
|
| 22 |
AdvisorNet Financial, Inc
0.31% of their portfolio |
MINNETONKA, MN |
128,506128.5k
$6.0m |
$6.0m |
0.31% |
Added
+3.7k |
+3,741 |
| 23 |
WT Wealth Management
1.68% of their portfolio |
SCOTTSDALE, AZ |
121,409121.4k
$5.7m |
$5.7m |
1.68% |
Reduced
-60.2k |
-60,196 |
| 24 |
CV Advisors LLC
1.41% of their portfolio |
Aventura, FL |
110,935110.9k
$5.2m |
$5.2m |
1.41% |
Added
+2.3k |
+2,341 |
| 25 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
107,535107.5k
$5.0m |
$5.0m |
0.01% |
Added
+2.5k |
+2,538 |
| 26 |
Foundations Investment Advisors, LLC
0.06% of their portfolio |
PHOENIX, AZ |
107,502107.5k
$5.0m |
$5.0m |
0.06% |
Reduced
-14.4k |
-14,404 |
| 27 |
Keeler Thomas Management LLC
2.01% of their portfolio |
Orem, UT |
102,021102.0k
$4.8m |
$4.8m |
2.01% |
Reduced
-17.9k |
-17,923 |
| 28 |
MGO ONE SEVEN LLC
0.09% of their portfolio |
Beachwood, OH |
98,92198.9k
$4.6m |
$4.6m |
0.09% |
Added
+8.7k |
+8,749 |
| 29 |
Clearview Wealth Management LLC
3.06% of their portfolio |
IRVINE, CA |
92,94492.9k
$4.3m |
$4.3m |
3.06% |
First filing |
|
| 30 |
Sowell Financial Services LLC
0.16% of their portfolio |
NORTH LITTLE ROCK, AR |
90,39190.4k
$4.2m |
$4.2m |
0.16% |
Added
+880 |
+880 |
| 31 |
Flagship Capital Management Inc.
2.98% of their portfolio |
MEDIA, PA |
86,95587.0k
$4.1m |
$4.1m |
2.98% |
Added
+943 |
+943 |
| 32 |
Geneos Wealth Management Inc.
0.09% of their portfolio |
ENGLEWOOD, CO |
86,56286.6k
$4.0m |
$4.0m |
0.09% |
Reduced
-46.4k |
-46,379 |
| 33 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
82,71582.7k
$3.9m |
$3.9m |
0.00% |
Added
+82.3k |
+82,349 |
| 34 |
Paragon Advisors, LLC
1.00% of their portfolio |
COLLEGE STATION, TX |
79,19779.2k
$3.7m |
$3.7m |
1.00% |
Reduced
-7.0k |
-7,043 |
| 35 |
LFG Wealth Partners, LLC
1.82% of their portfolio |
ELIZABETHTOWN, KY |
64,85264.9k
$3.0m |
$3.0m |
1.82% |
Added
+6.3k |
+6,293 |
| 36 |
Auour Investments LLC
0.95% of their portfolio |
WOBURN, MA |
64,63064.6k
$3.0m |
$3.0m |
0.95% |
Added
+19.4k |
+19,423 |
| 37 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
62,57862.6k
$2.9m |
$2.9m |
0.00% |
Reduced
-90.3k |
-90,348 |
| 38 |
FIRETHORN WEALTH PARTNERS, LLC
1.06% of their portfolio |
AUGUSTA, GA |
62,24762.2k
$2.9m |
$2.9m |
1.06% |
Added
+8.0k |
+7,954 |
| 39 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
61,08961.1k
$2.8m |
$2.8m |
0.01% |
Added
+2.6k |
+2,637 |
| 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
59,41159.4k
$2.8m |
$2.8m |
0.00% |
Reduced
-9.1k |
-9,121 |
| 41 |
Ridgeline Wealth, LLC
1.96% of their portfolio |
MESA, AZ |
58,82758.8k
$2.7m |
$2.7m |
1.96% |
Added
+43.9k |
+43,859 |
| 42 |
Clark Capital Management Group, Inc.
0.02% of their portfolio |
PHILADELPHIA, PA |
56,61656.6k
$2.6m |
$2.6m |
0.02% |
Added
+4.7k |
+4,703 |
| 43 |
Gibbs Wealth Management
0.33% of their portfolio |
Alpharetta, GA |
53,03653.0k
$2.5m |
$2.5m |
0.33% |
Added
+19.6k |
+19,634 |
| 44 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
52,79052.8k
$2.5m |
$2.5m |
0.00% |
Added
+33.2k |
+33,154 |
| 45 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
49,76349.8k
$2.3m |
$2.3m |
0.01% |
Reduced
-240.3k |
-240,340 |
| 46 |
Impact Partnership Wealth, LLC
0.28% of their portfolio |
MARIETTA, GA |
49,35549.4k
$2.3m |
$2.3m |
0.28% |
Added
+10.3k |
+10,292 |
| 47 |
NewEdge Wealth, LLC
0.03% of their portfolio |
STAMFORD, CT |
48,87848.9k
$2.3m |
$2.3m |
0.03% |
New |
|
| 48 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
0.37% of their portfolio |
LEAWOOD, KS |
47,33847.3k
$2.2m |
$2.2m |
0.37% |
Added
+6.8k |
+6,840 |
| 49 |
Maridea Wealth Management LLC
0.31% of their portfolio |
BROOKLYN, NY |
45,65045.6k
$2.1m |
$2.1m |
0.31% |
New |
|
| 50 |
Stratos Wealth Partners, LTD.
0.02% of their portfolio |
BEACHWOOD, OH |
45,42345.4k
$2.1m |
$2.1m |
0.02% |
Reduced
-2.4k |
-2,446 |
| 51 |
PARK AVENUE SECURITIES LLC
0.02% of their portfolio |
NEW YORK, NY |
43,50443.5k
$2.0m |
$2.0m |
0.02% |
Added
+32.4k |
+32,376 |
| 52 |
Kathmere Capital Management, LLC
0.13% of their portfolio |
WAYNE, PA |
43,44743.4k
$2.0m |
$2.0m |
0.13% |
Reduced
-12.2k |
-12,207 |
| 53 |
HUB Investment Partners, LLC
0.05% of their portfolio |
AUSTIN, TX |
43,29343.3k
$2.0m |
$2.0m |
0.05% |
New |
|
| 54 |
Private Advisory Group LLC
0.13% of their portfolio |
REDMOND, WA |
41,37541.4k
$1.9m |
$1.9m |
0.13% |
Added
+33.5k |
+33,528 |
| 55 |
Continuum Advisory, LLC
0.18% of their portfolio |
EAGLE, ID |
39,90739.9k
$1.9m |
$1.9m |
0.18% |
Reduced
-6.9k |
-6,860 |
| 56 |
IFP Advisors, Inc
0.04% of their portfolio |
TAMPA, FL |
39,26039.3k
$1.8m |
$1.8m |
0.04% |
Added
+20.2k |
+20,225 |
| 57 |
Total Clarity Wealth Management, Inc.
0.42% of their portfolio |
ST. CHARLES, IL |
38,47938.5k
$1.8m |
$1.8m |
0.42% |
Reduced
-3.6k |
-3,608 |
| 58 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
38,39738.4k
$1.8m |
$1.8m |
0.00% |
Added
+17.1k |
+17,095 |
| 59 |
Denver PWM, LLC
0.62% of their portfolio |
DENVER, CO |
37,99538.0k
$1.8m |
$1.8m |
0.62% |
Added
+20.0k |
+19,972 |
| 60 |
J. Safra Sarasin Holding AG
0.03% of their portfolio |
BASEL, V8 |
35,00035.0k
$1.6m |
$1.6m |
0.03% |
Unchanged |
|
| 61 |
PFG Advisors
0.08% of their portfolio |
Phoenix, AZ |
34,69434.7k
$1.6m |
$1.6m |
0.08% |
Added
+4.6k |
+4,594 |
| 62 |
Advisory Alpha, LLC
0.04% of their portfolio |
HOLLAND, MI |
34,69334.7k
$1.6m |
$1.6m |
0.04% |
New |
|
| 63 |
Cooper Financial Group
0.16% of their portfolio |
IRVINE, CA |
34,47934.5k
$1.6m |
$1.6m |
0.16% |
Reduced
-3.7k |
-3,658 |
| 64 |
National Philanthropic Trust
0.02% of their portfolio |
Jenkintown, PA |
34,36734.4k
$1.6m |
$1.6m |
0.02% |
New |
|
| 65 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
32,84532.8k
$1.5m |
$1.5m |
0.00% |
Added
+473 |
+473 |
| 66 |
SMITH, MOORE & CO.
0.10% of their portfolio |
CLAYTON, MO |
29,32029.3k
$1.4m |
$1.4m |
0.10% |
New |
|
| 67 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
28,10928.1k
$1.3m |
$1.3m |
0.00% |
Added
+1.1k |
+1,082 |
| 68 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
27,91927.9k
$1.3m |
$1.3m |
0.00% |
Reduced
-435.1k |
-435,069 |
| 69 |
Medallion Wealth Advisors, LLC
0.42% of their portfolio |
FARMINGTON, CT |
27,74727.7k
$1.3m |
$1.3m |
0.42% |
Added
+11.6k |
+11,586 |
| 70 |
L2 Asset Management, LLC
0.12% of their portfolio |
Wayland, MA |
26,60326.6k
$1.2m |
$1.2m |
0.12% |
Added
+2.4k |
+2,413 |
| 71 |
Cadent Capital Advisors, LLC
0.33% of their portfolio |
TULSA, OK |
26,53626.5k
$1.2m |
$1.2m |
0.33% |
Added
+10.6k |
+10,563 |
| 72 |
Englebert Financial Advisers, LLC
1.38% of their portfolio |
Allentown, PA |
25,97926.0k
$1.2m |
$1.2m |
1.38% |
Added
+3.2k |
+3,235 |
| 73 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.02% of their portfolio |
SANDY, UT |
25,95025.9k
$1.2m |
$1.2m |
0.02% |
New |
|
| 74 |
Hidden Cove Wealth Management, LLC
0.77% of their portfolio |
Bainbridge Island, WA |
25,72325.7k
$1.2m |
$1.2m |
0.77% |
Reduced
-45.0k |
-45,044 |
| 75 |
Diversified Portfolios, Inc.
0.10% of their portfolio |
Bloomfield Hills, MI |
25,54525.5k
$1.2m |
$1.2m |
0.10% |
New |
|
| 76 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
24,78824.8k
$1.2m |
$1.2m |
0.00% |
Reduced
-1.6k |
-1,578 |
| 77 |
4WEALTH ADVISORS, INC.
0.96% of their portfolio |
Burr Ridge, IL |
24,08724.1k
$1.1m |
$1.1m |
0.96% |
Added
+360 |
+360 |
| 78 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
22,93122.9k
$1.1m |
$1.1m |
0.00% |
Reduced
-84.4k |
-84,377 |
| 79 |
KG Capital Management
0.76% of their portfolio |
ST. FRANCISVILLE, LA |
22,84922.8k
$1.1m |
$1.1m |
0.76% |
Added
+3.3k |
+3,285 |
| 80 |
MBL Wealth, LLC
0.08% of their portfolio |
CHARLOTTE, NC |
22,24522.2k
$1.0m |
$1.0m |
0.08% |
Reduced
-24.2k |
-24,200 |
| 81 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
22,20422.2k
$1.0m |
$1.0m |
0.00% |
Added
+2.8k |
+2,759 |
| 82 |
Ethos Financial Group, LLC
0.08% of their portfolio |
KING OF PRUSSIA, PA |
21,93421.9k
$1.0m |
$1.0m |
0.08% |
Reduced
-21.1k |
-21,096 |
| 83 |
NORTHBRIDGE FINANCIAL GROUP, LLC
0.44% of their portfolio |
TAMPA, FL |
21,81721.8k
$1.0m |
$1.0m |
0.44% |
Added
+1.5k |
+1,527 |
| 84 |
Tower Research Capital LLC (TRC)
0.03% of their portfolio |
NEW YORK, NY |
21,77221.8k
$1.0m |
$1.0m |
0.03% |
Reduced
-36.7k |
-36,744 |
| 85 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
21,65621.7k
$1.0m |
$1.0m |
0.00% |
Added
+2.2k |
+2,217 |
| 86 |
Portside Wealth Group, LLC
0.13% of their portfolio |
Provo, UT |
21,16221.2k
$986.3k |
$986.3k |
0.13% |
Added
+3.5k |
+3,470 |
| 87 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
20,42320.4k
$953.3k |
$953.3k |
0.00% |
Reduced
-2.8k |
-2,848 |
| 88 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
20,19020.2k
$940.9k |
$940.9k |
0.00% |
Added
+1.0k |
+1,015 |
| 89 |
Talon Private Wealth, LLC
0.12% of their portfolio |
THE VILLAGES, FL |
19,16219.2k
$893.0k |
$893.0k |
0.12% |
First filing |
|
| 90 |
Sage Mountain Advisors LLC
0.06% of their portfolio |
ATLANTA, GA |
17,51517.5k
$816.3k |
$816.3k |
0.06% |
Reduced
-11.0k |
-11,003 |
| 91 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
17,07617.1k
$795.8k |
$795.8k |
0.00% |
Added
+2.3k |
+2,337 |
| 92 |
Ancora Advisors LLC
0.02% of their portfolio |
Cleveland, OH |
17,03217.0k
$793.8k |
$793.8k |
0.02% |
Reduced
-7.1k |
-7,098 |
| 93 |
Sigma Planning Corp
0.02% of their portfolio |
ANN ARBOR, MI |
15,81815.8k
$737.2k |
$737.2k |
0.02% |
Reduced
-832 |
-832 |
| 94 |
Strong Tower Advisory Services
0.14% of their portfolio |
MINNEAPOLIS, MN |
15,44515.4k
$719.8k |
$719.8k |
0.14% |
Reduced
-161 |
-161 |
| 95 |
Camelot Portfolios, LLC
0.51% of their portfolio |
Maumee, OH |
14,69614.7k
$684.9k |
$684.9k |
0.51% |
Added
+1.2k |
+1,232 |
| 96 |
Jefferies Financial Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
14,65814.7k
$683.1k |
$683.1k |
0.01% |
Reduced
-1.4k |
-1,405 |
| 97 |
Signal Advisors Wealth, LLC
0.05% of their portfolio |
DETROIT, MI |
14,52314.5k
$676.8k |
$676.8k |
0.05% |
Added
+1.6k |
+1,630 |
| 98 |
Pictet North America Advisors SA
0.06% of their portfolio |
GENEVA 73, V8 |
13,77513.8k
$642.0k |
$642.0k |
0.06% |
Added
+1.1k |
+1,127 |
| 99 |
CGN Advisors LLC
0.05% of their portfolio |
MANHATTAN, KS |
13,45013.4k
$626.8k |
$626.8k |
0.05% |
Added
+795 |
+795 |
| 100 |
QTR Family Wealth, LLC
0.26% of their portfolio |
LAKE MARY, FL |
13,28313.3k
$622.7k |
$622.7k |
0.26% |
Reduced
-10.2k |
-10,162 |