| 1 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
566,027566.0k
$17.4m |
$17.4m |
0.00% |
Reduced
-5.1k |
-5,075 |
| 2 |
LAZARD ASSET MANAGEMENT LLC
0.02% of their portfolio |
NEW YORK, NY |
449,805449.8k
$13.8m |
$13.8m |
0.02% |
Unchanged |
|
| 3 |
Bard Financial Services, Inc.
1.66% of their portfolio |
BRANFORD, CT |
443,834443.8k
$13.6m |
$13.6m |
1.66% |
Reduced
-21.6k |
-21,550 |
| 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
2.39% of their portfolio |
BLUE BELL, PA |
411,702411.7k
$12.6m |
$12.6m |
2.39% |
Reduced
-29 |
-29 |
| 5 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
336,310336.3k
$10.3m |
$10.3m |
0.00% |
Added
+23.9k |
+23,915 |
| 6 |
Allspring Global Investments Holdings, LLC
0.01% of their portfolio |
CHARLOTTE, NC |
276,551276.6k
$8.5m |
$8.5m |
0.01% |
Added
+3.5k |
+3,539 |
| 7 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
259,625259.6k
$8.0m |
$8.0m |
0.00% |
Reduced
-65.9k |
-65,870 |
| 8 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
254,740254.7k
$7.8m |
$7.8m |
0.00% |
Added
+2.7k |
+2,711 |
| 9 |
NorthCoast Asset Management LLC
0.03% of their portfolio |
STAMFORD, CT |
205,747205.7k
$6.3m |
$6.3m |
0.03% |
Reduced
-8.1k |
-8,096 |
| 10 |
Uncommon Cents Investing LLC
1.47% of their portfolio |
JANESVILLE, WI |
163,916163.9k
$5.0m |
$5.0m |
1.47% |
Reduced
-3.0k |
-2,978 |
| 11 |
WOLVERINE ASSET MANAGEMENT LLC
0.08% of their portfolio |
CHICAGO, IL |
134,784134.8k
$4.1m |
$4.1m |
0.08% |
Added
+7.9k |
+7,852 |
| 12 |
Cornerstone Advisory, LLC
0.46% of their portfolio |
HUNT VALLEY, MD |
132,096132.1k
$4.0m |
$4.0m |
0.46% |
Added
+3.0k |
+3,001 |
| 13 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
124,064124.1k
$3.8m |
$3.8m |
0.01% |
Reduced
-4.6k |
-4,587 |
| 14 |
EP Wealth Advisors, LLC
0.02% of their portfolio |
TORRANCE, CA |
101,861101.9k
$3.1m |
$3.1m |
0.02% |
Reduced
-1.6k |
-1,625 |
| 15 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
96,57196.6k
$3.0m |
$3.0m |
0.00% |
Added
+1.0k |
+1,025 |
| 16 |
Hennion & Walsh Asset Management, Inc.
0.13% of their portfolio |
Parsippany, NJ |
94,85994.9k
$2.9m |
$2.9m |
0.13% |
Reduced
-2.7k |
-2,744 |
| 17 |
1620 INVESTMENT ADVISORS, INC.
2.14% of their portfolio |
PLYMOUTH, MA |
91,22691.2k
$2.8m |
$2.8m |
2.14% |
Added
+2.2k |
+2,182 |
| 18 |
Shaker Financial Services, LLC
1.08% of their portfolio |
Arlington, VA |
90,28790.3k
$2.8m |
$2.8m |
1.08% |
Reduced
-73.8k |
-73,780 |
| 19 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
82,72882.7k
$2.5m |
$2.5m |
0.00% |
Added
+1.2k |
+1,164 |
| 20 |
Capstone Financial Advisors, Inc.
0.15% of their portfolio |
DOWNERS GROVE, IL |
75,51375.5k
$2.3m |
$2.3m |
0.15% |
Unchanged |
|
| 21 |
D.A. DAVIDSON & CO.
0.02% of their portfolio |
GREAT FALLS, MT |
74,99975.0k
$2.3m |
$2.3m |
0.02% |
Reduced
-5.6k |
-5,629 |
| 22 |
RB Capital Management, LLC
0.47% of their portfolio |
RENO, NV |
62,99963.0k
$1.9m |
$1.9m |
0.47% |
Reduced
-188 |
-188 |
| 23 |
Platform Technology Partners
0.55% of their portfolio |
NEW YORK, NY |
61,50061.5k
$1.9m |
$1.9m |
0.55% |
Reduced
-36.0k |
-36,031 |
| 24 |
FIRST TRUST ADVISORS LP
0.00% of their portfolio |
Wheaton, IL |
60,70360.7k
$1.9m |
$1.9m |
0.00% |
Added
+4.0k |
+3,954 |
| 25 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
58,77058.8k
$1.8m |
$1.8m |
0.00% |
Added
+381 |
+381 |
| 26 |
Integrated Wealth Concepts LLC
0.02% of their portfolio |
WALTHAM, MA |
56,73756.7k
$1.7m |
$1.7m |
0.02% |
Reduced
-3.4k |
-3,350 |
| 27 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
56,48456.5k
$1.7m |
$1.7m |
0.00% |
Added
+13.3k |
+13,321 |
| 28 |
Stolper Co
0.56% of their portfolio |
TULSA, OK |
55,36855.4k
$1.7m |
$1.7m |
0.56% |
Added
+349 |
+349 |
| 29 |
Thrivent Financial for Lutherans
0.00% of their portfolio |
Minneapolis, MN |
55,10755.1k
$1.8m |
$1.8m |
0.00% |
Added
+3.4k |
+3,432 |
| 30 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
51,61751.6k
$1.6m |
$1.6m |
0.01% |
Reduced
-1.1k |
-1,145 |
| 31 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
0.13% of their portfolio |
Englewood, NJ |
48,54648.5k
$1.5m |
$1.5m |
0.13% |
Reduced
-15.2k |
-15,242 |
| 32 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
47,98548.0k
$1.5m |
$1.5m |
0.00% |
Added
+4.5k |
+4,523 |
| 33 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
42,02042.0k
$1.3m |
$1.3m |
0.00% |
Reduced
-4.1k |
-4,129 |
| 34 |
Beckerman Institutional, LLC
0.93% of their portfolio |
OCEAN GROVE, NJ |
41,65341.7k
$1.3m |
$1.3m |
0.93% |
Added
+21 |
+21 |
| 35 |
Baltimore-Washington Financial Advisors, Inc.
0.07% of their portfolio |
Columbia, MD |
40,80440.8k
$1.3m |
$1.3m |
0.07% |
Reduced
-16.4k |
-16,388 |
| 36 |
Whitener Capital Management, Inc.
0.32% of their portfolio |
Rocky Mount, NC |
36,55136.6k
$1.1m |
$1.1m |
0.32% |
Reduced
-125 |
-125 |
| 37 |
Concurrent Investment Advisors, LLC
0.03% of their portfolio |
Tampa, FL |
34,76434.8k
$1.1m |
$1.1m |
0.03% |
Reduced
-25.1k |
-25,107 |
| 38 |
Altus Wealth Group LLC
0.47% of their portfolio |
COLORADO SPRINGS, CO |
32,67632.7k
$1.0m |
$1.0m |
0.47% |
Reduced
-2.1k |
-2,126 |
| 39 |
ALBION FINANCIAL GROUP /UT
0.07% of their portfolio |
SALT LAKE CITY, UT |
32,05632.1k
$983.2k |
$983.2k |
0.07% |
Reduced
-454 |
-454 |
| 40 |
Prospera Capital Management, LLC
0.58% of their portfolio |
GILBERT, AZ |
29,34529.3k
$900.0k |
$900.0k |
0.58% |
Unchanged |
|
| 41 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
28,61328.6k
$877.5k |
$877.5k |
0.00% |
Added
+159 |
+159 |
| 42 |
FIRST MERCHANTS CORP
0.03% of their portfolio |
Muncie, IN |
27,60727.6k
$846.7k |
$846.7k |
0.03% |
Unchanged |
|
| 43 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
26,95827.0k
$826.8k |
$826.8k |
0.00% |
Added
+1 |
+1 |
| 44 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
26,14926.1k
$802.0k |
$802.0k |
0.00% |
Added
+666 |
+666 |
| 45 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
24,13824.1k
$740.4k |
$740.4k |
0.00% |
Reduced
-550 |
-550 |
| 46 |
Advisors Asset Management, Inc.
0.01% of their portfolio |
Monument, CO |
24,04424.0k
$737.4k |
$737.4k |
0.01% |
New |
|
| 47 |
GUGGENHEIM CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
23,72923.7k
$727.8k |
$727.8k |
0.01% |
Reduced
-1.3k |
-1,278 |
| 48 |
MGO ONE SEVEN LLC
0.02% of their portfolio |
Beachwood, OH |
20,51720.5k
$629.2k |
$629.2k |
0.02% |
Reduced
-2.2k |
-2,167 |
| 49 |
KIRR MARBACH & CO LLC /IN/
0.14% of their portfolio |
COLUMBUS, IN |
19,88219.9k
$609.8k |
$609.8k |
0.14% |
Unchanged |
|
| 50 |
Heritage Wealth Advisors
0.03% of their portfolio |
RICHMOND, VA |
19,02819.0k
$583.6k |
$583.6k |
0.03% |
Unchanged |
|
| 51 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
18,48918.5k
$567.1k |
$567.1k |
0.00% |
Reduced
-272 |
-272 |
| 52 |
Joel Isaacson & Co., LLC
0.03% of their portfolio |
NEW YORK, NY |
18,48118.5k
$566.8k |
$566.8k |
0.03% |
New |
|
| 53 |
Transform Wealth, LLC
0.03% of their portfolio |
GREENWOOD VILLAGE, CO |
18,43718.4k
$565.5k |
$565.5k |
0.03% |
Unchanged |
|
| 54 |
JOHNSON INVESTMENT COUNSEL INC
0.01% of their portfolio |
Cincinnati, OH |
17,43417.4k
$534.7k |
$534.7k |
0.01% |
Added
+4 |
+4 |
| 55 |
Quantedge Capital Pte Ltd
0.17% of their portfolio |
Singapore, U0 |
17,25117.3k
$529.1k |
$529.1k |
0.17% |
Reduced
-2.5k |
-2,500 |
| 56 |
First PREMIER Bank
0.13% of their portfolio |
SIOUX FALLS, SD |
16,57416.6k
$508.0k |
$508.0k |
0.13% |
Unchanged |
|
| 57 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
16,44816.4k
$481.1k |
$481.1k |
0.00% |
Added
+863 |
+863 |
| 58 |
Successful Portfolios LLC
0.33% of their portfolio |
CLEARWATER, FL |
15,61315.6k
$478.8k |
$478.8k |
0.33% |
Added
+8 |
+8 |
| 59 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
14,96615.0k
$459.0k |
$459.0k |
0.00% |
Reduced
-3.1k |
-3,082 |
| 60 |
GatePass Capital, LLC
0.34% of their portfolio |
INDEPENDENCE, OH |
14,95615.0k
$458.7k |
$458.7k |
0.34% |
Added
+5.0k |
+4,956 |
| 61 |
Tower Wealth Partners, Inc.
0.23% of their portfolio |
LEWISBURG, PA |
13,85213.9k
$424.9k |
$424.9k |
0.23% |
Added
+121 |
+121 |
| 62 |
DELTA CAPITAL MANAGEMENT LLC
0.24% of their portfolio |
RED BANK, NJ |
13,34213.3k
$409.0k |
$409.0k |
0.24% |
Unchanged |
|
| 63 |
First Financial Bankshares Inc
0.01% of their portfolio |
Abilene, TX |
12,72012.7k
$390.1k |
$390.1k |
0.01% |
Unchanged |
|
| 64 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
12,70812.7k
$389.8k |
$389.8k |
0.00% |
Added
+1.4k |
+1,430 |
| 65 |
Koshinski Asset Management, Inc.
0.03% of their portfolio |
DECATUR, IL |
12,51012.5k
$383.7k |
$383.7k |
0.03% |
Reduced
-910 |
-910 |
| 66 |
Sheaff Brock Investment Advisors, LLC
0.03% of their portfolio |
INDIANAPOLIS, IN |
12,18912.2k
$373.8k |
$373.8k |
0.03% |
Reduced
-20 |
-20 |
| 67 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
12,18912.2k
$373.9k |
$373.9k |
0.00% |
Reduced
-535 |
-535 |
| 68 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03% of their portfolio |
CEDAR RAPIDS, IA |
12,17212.2k
$373.3k |
$373.3k |
0.03% |
Added
+75 |
+75 |
| 69 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
12,06112.1k
$369.9k |
$369.9k |
0.00% |
Added
+212 |
+212 |
| 70 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
11,71311.7k
$359.2k |
$359.2k |
0.00% |
Reduced
-6.8k |
-6,779 |
| 71 |
TWIN FOCUS CAPITAL PARTNERS, LLC
0.06% of their portfolio |
Boston, MA |
11,61111.6k
$356.1k |
$356.1k |
0.06% |
Unchanged |
|
| 72 |
American Institute for Advanced Investment Management, LLP
0.27% of their portfolio |
Scottsdale, AZ |
11,44011.4k
$350.9k |
$350.9k |
0.27% |
Unchanged |
|
| 73 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
11,29811.3k
$346.5k |
$346.5k |
0.01% |
Added
+98 |
+98 |
| 74 |
Pathstone Holdings, LLC
0.00% of their portfolio |
ENGLEWOOD, NJ |
11,29111.3k
$346.3k |
$346.3k |
0.00% |
Unchanged |
|
| 75 |
READYSTATE ASSET MANAGEMENT LP
0.02% of their portfolio |
CHICAGO, IL |
11,06411.1k
$339.3k |
$339.3k |
0.02% |
Reduced
-590 |
-590 |
| 76 |
BancFirst Trust & Investment Management
0.17% of their portfolio |
OKLAHOMA CITY, OK |
11,06111.1k
$338.0k |
$338.0k |
0.17% |
Unchanged |
|
| 77 |
CORA CAPITAL ADVISORS LLC
0.16% of their portfolio |
MARLTON, NJ |
11,00511.0k
$337.5k |
$337.5k |
0.16% |
Unchanged |
|
| 78 |
MSH Capital Advisors LLC
0.10% of their portfolio |
SCOTTSDALE, AZ |
10,89410.9k
$334.1k |
$334.1k |
0.10% |
Reduced
-76 |
-76 |
| 79 |
NORTHERN TRUST CORP
0.00% of their portfolio |
CHICAGO, IL |
10,82310.8k
$331.9k |
$331.9k |
0.00% |
Unchanged |
|
| 80 |
TIAA TRUST, NATIONAL ASSOCIATION
0.00% of their portfolio |
CHARLOTTE, NC |
10,76310.8k
$330.1k |
$330.1k |
0.00% |
Reduced
-1.1k |
-1,136 |
| 81 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
10,53510.5k
$323.0k |
$323.0k |
0.00% |
Reduced
-341 |
-341 |
| 82 |
OPPENHEIMER & CO INC
0.00% of their portfolio |
NEW YORK, NY |
9,7889.8k
$300.2k |
$300.2k |
0.00% |
Added
+2.0k |
+2,043 |
| 83 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
9,5029.5k
$291.4k |
$291.4k |
0.01% |
Reduced
-753 |
-753 |
| 84 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
0.01% of their portfolio |
PORTLAND, OR |
9,2669.3k
$284.2k |
$284.2k |
0.01% |
Unchanged |
|
| 85 |
Priebe Wealth Holdings LLC
0.17% of their portfolio |
MAPLE GROVE, MN |
9,1269.1k
$279.9k |
$279.9k |
0.17% |
Reduced
-1.3k |
-1,281 |
| 86 |
Crews Bank & Trust
0.04% of their portfolio |
PORT CHARLOTTE, FL |
8,5098.5k
$261.0k |
$261.0k |
0.04% |
Unchanged |
|
| 87 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.01% of their portfolio |
DALLAS, TX |
8,2658.3k
$253.5k |
$253.5k |
0.01% |
Added
+88 |
+88 |
| 88 |
TANDEM CAPITAL MANAGEMENT CORP /ADV
0.14% of their portfolio |
WOODCLIFF LAKE, NJ |
8,1008.1k
$248.4k |
$248.4k |
0.14% |
Unchanged |
|
| 89 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
7,8487.8k
$240.7k |
$240.7k |
0.00% |
Unchanged |
|
| 90 |
PRENTISS SMITH & CO INC
0.15% of their portfolio |
BRATTLEBORO, VT |
7,6897.7k
$235.8k |
$235.8k |
0.15% |
Unchanged |
|
| 91 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02% of their portfolio |
ORLANDO, FL |
7,4597.5k
$228.8k |
$228.8k |
0.02% |
Unchanged |
|
| 92 |
Independent Family Office, LLC
0.11% of their portfolio |
ALBANY, NY |
6,9877.0k
$214.3k |
$214.3k |
0.11% |
Unchanged |
|
| 93 |
Choate Investment Advisors
0.01% of their portfolio |
BOSTON, MA |
6,9286.9k
$212.5k |
$212.5k |
0.01% |
Unchanged |
|
| 94 |
Mascagni Wealth Management, Inc.
0.20% of their portfolio |
CLINTON, MS |
6,6296.6k
$203.3k |
$203.3k |
0.20% |
Unchanged |
|
| 95 |
Mezzasalma Advisors, LLC
0.07% of their portfolio |
TINTON FALLS, NJ |
6,5496.5k
$200.9k |
$200.9k |
0.07% |
Added
+55 |
+55 |
| 96 |
Ancora Advisors LLC
0.00% of their portfolio |
Cleveland, OH |
5,9005.9k
$181.0k |
$181.0k |
0.00% |
Unchanged |
|
| 97 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
5,6965.7k
$174.7k |
$174.7k |
0.00% |
Reduced
-1 |
-1 |
| 98 |
BROWN, LISLE/CUMMINGS, INC.
0.04% of their portfolio |
PROVIDENCE, RI |
5,0005.0k
$153.3k |
$153.3k |
0.04% |
Reduced
-1.0k |
-1,000 |
| 99 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
4,9905.0k
$153.0k |
$153.0k |
0.00% |
Unchanged |
|
| 100 |
CIBC Private Wealth Group LLC
0.00% of their portfolio |
ATLANTA, GA |
4,8484.8k
$132.8k |
$132.8k |
0.00% |
Reduced
-49.6k |
-49,622 |