| 1 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
259,821259.8k
$14.5m |
$14.5m |
0.00% |
Added
+27.9k |
+27,887 |
| 2 |
Janney Montgomery Scott LLC
0.02% of their portfolio |
PHILADELPHIA, PA |
141,570141.6k
$7.9m |
$7.9m |
0.02% |
New |
|
| 3 |
OneDigital Investment Advisors LLC
0.04% of their portfolio |
OVERLAND PARK, KS |
81,93281.9k
$4.6m |
$4.6m |
0.04% |
New |
|
| 4 |
PFG Investments, LLC
0.17% of their portfolio |
WOODBURY, NY |
78,64678.6k
$4.4m |
$4.4m |
0.17% |
Added
+3.7k |
+3,731 |
| 5 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
74,65274.7k
$4.2m |
$4.2m |
0.00% |
Added
+4.0k |
+4,018 |
| 6 |
Clearstead Advisors, LLC
0.04% of their portfolio |
CLEVELAND, OH |
66,74266.7k
$3.7m |
$3.7m |
0.04% |
Unchanged |
|
| 7 |
Moran Wealth Management, LLC
0.10% of their portfolio |
NAPLES, FL |
65,48365.5k
$3.7m |
$3.7m |
0.10% |
Added
+15.8k |
+15,756 |
| 8 |
Wealthstar Advisors, LLC
1.75% of their portfolio |
Plano, TX |
63,05163.1k
$3.5m |
$3.5m |
1.75% |
Reduced
-2.7k |
-2,732 |
| 9 |
Thayer Partners, LLC / MA
1.35% of their portfolio |
WYNDMOOR, PA |
58,30458.3k
$3.3m |
$3.3m |
1.35% |
Added
+1.8k |
+1,839 |
| 10 |
RFG Advisory, LLC
0.04% of their portfolio |
BIRMINGHAM, AL |
45,09245.1k
$2.5m |
$2.5m |
0.04% |
Added
+6.8k |
+6,818 |
| 11 |
RPS ADVISORY SOLUTIONS LLC
1.48% of their portfolio |
LOUISVILLE, KY |
40,03040.0k
$2.2m |
$2.2m |
1.48% |
Reduced
-210 |
-210 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
35,38035.4k
$2.0m |
$2.0m |
0.00% |
Reduced
-23.5k |
-23,481 |
| 13 |
Guilbault Capital LLC
1.70% of their portfolio |
METAIRIE, LA |
30,28930.3k
$1.7m |
$1.7m |
1.70% |
Reduced
-3.1k |
-3,104 |
| 14 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
29,79329.8k
$1.7m |
$1.7m |
0.01% |
Added
+957 |
+957 |
| 15 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
27,33027.3k
$1.5m |
$1.5m |
0.00% |
Added
+12.6k |
+12,558 |
| 16 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
26,99327.0k
$1.5m |
$1.5m |
0.00% |
Reduced
-1.6k |
-1,568 |
| 17 |
OLD MISSION CAPITAL LLC
0.04% of their portfolio |
CHICAGO, IL |
25,91625.9k
$1.4m |
$1.4m |
0.04% |
New |
|
| 18 |
Goldstone Financial Group, LLC
0.12% of their portfolio |
OAKBROOK TERRACE, IL |
24,04824.0k
$1.3m |
$1.3m |
0.12% |
Reduced
-1.0k |
-1,009 |
| 19 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
20,66120.7k
$1.2m |
$1.2m |
0.00% |
Added
+362 |
+362 |
| 20 |
Stratos Wealth Partners, LTD.
0.01% of their portfolio |
BEACHWOOD, OH |
18,87718.9k
$1.1m |
$1.1m |
0.01% |
New |
|
| 21 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
18,64618.6k
$1.0m |
$1.0m |
0.00% |
New |
|
| 22 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
17,84017.8k
$996.2k |
$996.2k |
0.01% |
New |
|
| 23 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
17,53617.5k
$979.2k |
$979.2k |
0.00% |
Added
+136 |
+136 |
| 24 |
Stratos Wealth Advisors, LLC
0.05% of their portfolio |
BEACHWOOD, OH |
16,79416.8k
$937.8k |
$937.8k |
0.05% |
Added
+253 |
+253 |
| 25 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
16,49216.5k
$921.0k |
$921.0k |
0.00% |
Added
+800 |
+800 |
| 26 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
14,16414.2k
$790.9k |
$790.9k |
0.00% |
Added
+509 |
+509 |
| 27 |
Signal Advisors Wealth, LLC
0.04% of their portfolio |
DETROIT, MI |
14,06214.1k
$785.2k |
$785.2k |
0.04% |
Reduced
-1.6k |
-1,608 |
| 28 |
Anchor Capital Management Group Inc
0.54% of their portfolio |
ALISO VIEJO, CA |
14,00014.0k
$781.8k |
$781.8k |
0.54% |
Unchanged |
|
| 29 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
12,90712.9k
$720.7k |
$720.7k |
0.00% |
Reduced
-345 |
-345 |
| 30 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
11,83711.8k
$661.0k |
$661.0k |
0.01% |
Added
+240 |
+240 |
| 31 |
StoneX Group Inc.
0.03% of their portfolio |
NEW YORK, NY |
11,83311.8k
$660.8k |
$660.8k |
0.03% |
Unchanged |
|
| 32 |
CAP Partners, LLC
0.32% of their portfolio |
FRANKLIN, TN |
11,59711.6k
$647.6k |
$647.6k |
0.32% |
Added
+222 |
+222 |
| 33 |
TPG Advisors LLC
0.31% of their portfolio |
NORTHFIELD, IL |
10,19910.2k
$569.5k |
$569.5k |
0.31% |
Added
+103 |
+103 |
| 34 |
Millennium Capital Advisors, LLC
0.31% of their portfolio |
LITTLE ROCK, AR |
10,16610.2k
$567.7k |
$567.7k |
0.31% |
Added
+2.2k |
+2,162 |
| 35 |
Chicago Partners Investment Group LLC
0.01% of their portfolio |
CHICAGO, IL |
10,09910.1k
$546.3k |
$546.3k |
0.01% |
Added
+148 |
+148 |
| 36 |
Commerce Advisors, LLC
0.24% of their portfolio |
MEMPHIS, TN |
8,0658.1k
$450.3k |
$450.3k |
0.24% |
Reduced
-194 |
-194 |
| 37 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
7,5847.6k
$423.6k |
$423.6k |
0.01% |
Added
+957 |
+957 |
| 38 |
Prime Capital Investment Advisors, LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
7,1687.2k
$400.3k |
$400.3k |
0.00% |
Added
+160 |
+160 |
| 39 |
MCCARTER PRIVATE WEALTH SERVICES LLC
0.14% of their portfolio |
Boston, MA |
7,0917.1k
$396.0k |
$396.0k |
0.14% |
Unchanged |
|
| 40 |
Lido Advisors, LLC
0.00% of their portfolio |
Los Angeles, CA |
6,5926.6k
$368.1k |
$368.1k |
0.00% |
New |
|
| 41 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
6,5916.6k
$368.0k |
$368.0k |
0.00% |
Reduced
-641 |
-641 |
| 42 |
ATLANTIC FAMILY WEALTH, LLC
0.23% of their portfolio |
CORAL GABLES, FL |
6,3776.4k
$356.1k |
$356.1k |
0.23% |
Reduced
-2.5k |
-2,481 |
| 43 |
Summit Financial, LLC
0.00% of their portfolio |
PARSIPPANY, NJ |
6,3256.3k
$353.2k |
$353.2k |
0.00% |
Added
+1.9k |
+1,938 |
| 44 |
High Net Worth Advisory Group LLC
0.07% of their portfolio |
NAPLES, FL |
5,9506.0k
$332.2k |
$332.2k |
0.07% |
Unchanged |
|
| 45 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
5,3595.4k
$299.3k |
$299.3k |
0.00% |
Added
+120 |
+120 |
| 46 |
Nvest Financial, LLC
0.09% of their portfolio |
PORTSMOUTH, NH |
5,2505.2k
$293.2k |
$293.2k |
0.09% |
New |
|
| 47 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
5,0805.1k
$283.7k |
$283.7k |
0.00% |
Added
+523 |
+523 |
| 48 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
5,0715.1k
$283.2k |
$283.2k |
0.00% |
Added
+10 |
+10 |
| 49 |
Sound Income Strategies, LLC
0.01% of their portfolio |
FT LAUDERDALE, FL |
5,0115.0k
$279.8k |
$279.8k |
0.01% |
New |
|
| 50 |
Palacios Wealth Management, LLC
0.16% of their portfolio |
ORMOND BEACH, FL |
4,9464.9k
$276.2k |
$276.2k |
0.16% |
Unchanged |
|
| 51 |
WEDBUSH SECURITIES INC
0.01% of their portfolio |
PASADENA, CA |
4,8144.8k
$269.0k |
$269.0k |
0.01% |
Unchanged |
|
| 52 |
Oregon Pacific Wealth Management, LLC
0.25% of their portfolio |
Medford, OR |
4,7684.8k
$266.2k |
$266.2k |
0.25% |
Reduced
-1.6k |
-1,552 |
| 53 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
4,6544.7k
$259.9k |
$259.9k |
0.01% |
Added
+72 |
+72 |
| 54 |
Patriot Financial Group Insurance Agency, LLC
0.03% of their portfolio |
Westborough, MA |
4,5604.6k
$254.6k |
$254.6k |
0.03% |
Reduced
-3.0k |
-2,950 |
| 55 |
Berger Financial Group, Inc
0.01% of their portfolio |
PLYMOUTH, MN |
4,5024.5k
$251.4k |
$251.4k |
0.01% |
New |
|
| 56 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.01% of their portfolio |
DALLAS, TX |
4,3874.4k
$245.0k |
$245.0k |
0.01% |
Added
+63 |
+63 |
| 57 |
OPPENHEIMER & CO INC
0.00% of their portfolio |
NEW YORK, NY |
4,0654.1k
$227.0k |
$227.0k |
0.00% |
Unchanged |
|
| 58 |
LANARK FINANCIAL, INC.
0.02% of their portfolio |
BIRMINGHAM, AL |
4,0564.1k
$226.5k |
$226.5k |
0.02% |
Reduced
-506 |
-506 |
| 59 |
Elevated Capital Advisors, LLC
0.06% of their portfolio |
SANDY, UT |
4,0214.0k
$224.5k |
$224.5k |
0.06% |
Unchanged |
|
| 60 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
3,9443.9k
$220.2k |
$220.2k |
0.00% |
Added
+53 |
+53 |
| 61 |
Meridian Wealth Management, LLC
0.01% of their portfolio |
LEXINGTON, KY |
3,8793.9k
$216.6k |
$216.6k |
0.01% |
New |
|
| 62 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
3,7773.8k
$211.0k |
$211.0k |
0.01% |
Reduced
-269 |
-269 |
| 63 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
3,2163.2k
$179.6k |
$179.6k |
0.00% |
Unchanged |
|
| 64 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
3,0673.1k
$171.3k |
$171.3k |
0.00% |
Unchanged |
|
| 65 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
2,9032.9k
$162.1k |
$162.1k |
0.00% |
Added
+27 |
+27 |
| 66 |
Founders Financial Alliance, LLC
0.02% of their portfolio |
RALEIGH, NC |
2,8532.9k
$159.3k |
$159.3k |
0.02% |
Added
+27 |
+27 |
| 67 |
Ameritas Advisory Services, LLC
0.00% of their portfolio |
Lincoln, NE |
2,5662.6k
$143.3k |
$143.3k |
0.00% |
New |
|
| 68 |
Federation des caisses Desjardins du Quebec
0.00% of their portfolio |
LEVIS, A8 |
2,4792.5k
$138.4k |
$138.4k |
0.00% |
Unchanged |
|
| 69 |
Dogwood Wealth Management LLC
0.05% of their portfolio |
LENEXA, KS |
2,0422.0k
$114.0k |
$114.0k |
0.05% |
Added
+420 |
+420 |
| 70 |
PRIVATE TRUST CO NA
0.00% of their portfolio |
CLEVELAND, OH |
921921
$51.4k |
$51.4k |
0.00% |
Added
+671 |
+671 |
| 71 |
SHP Wealth Management
0.00% of their portfolio |
PLYMOUTH, MA |
866866
$48.3k |
$48.3k |
0.00% |
Added
+18 |
+18 |
| 72 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
835835
$46.6k |
$46.6k |
0.00% |
Unchanged |
|
| 73 |
SIGNATUREFD, LLC
0.00% of their portfolio |
ATLANTA, GA |
700700
$39.1k |
$39.1k |
0.00% |
Unchanged |
|
| 74 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
642642
$35.8k |
$35.8k |
0.00% |
Reduced
-450 |
-450 |
| 75 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
631631
$35.2k |
$35.2k |
0.00% |
First filing |
|
| 76 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
540540
$30.2k |
$30.2k |
0.00% |
Unchanged |
|
| 77 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
490490
$27.3k |
$27.3k |
0.00% |
Added
+220 |
+220 |
| 78 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
473473
$26.4k |
$26.4k |
0.00% |
Added
+472 |
+472 |
| 79 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
413413
$23.1k |
$23.1k |
0.00% |
Added
+281 |
+281 |
| 80 |
United Community Bank
0.01% of their portfolio |
GREENVILLE, SC |
380380
$21.2k |
$21.2k |
0.01% |
Unchanged |
|
| 81 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
209209
$11.7k |
$11.7k |
0.00% |
Unchanged |
|
| 82 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
176176
$9.8k |
$9.8k |
0.00% |
Unchanged |
|
| 83 |
Concord Wealth Partners
0.00% of their portfolio |
ABINGDON, VA |
147147
$8.2k |
$8.2k |
0.00% |
New |
|
| 84 |
Quaker Wealth Management, LLC
0.00% of their portfolio |
MOORESTOWN, NJ |
125125
$7.0k |
$7.0k |
0.00% |
Unchanged |
|
| 85 |
Caitlin John, LLC
0.00% of their portfolio |
BRIGHTON, MI |
4949
$2.7k |
$2.7k |
0.00% |
Unchanged |
|
| 86 |
Triumph Capital Management
0.00% of their portfolio |
DENVER, CO |
1414
$782 |
$782 |
0.00% |
Unchanged |
|
| 87 |
FIDUCIARY FINANCIAL ADVISORS
0.00% of their portfolio |
GRAND RAPIDS, MI |
22
$112 |
$112 |
0.00% |
New |
|
| 88 |
HUNTINGTON NATIONAL BANK
0.00% of their portfolio |
COLUMBUS, OH |
11
$56 |
$56 |
0.00% |
Unchanged |
|