| 1 |
Sound Income Strategies, LLC
2.82% of their portfolio |
FT LAUDERDALE, FL |
1,982,2132.0m
$37.8m |
$37.8m |
2.82% |
Added
+31.8k |
+31,762 |
| 2 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
1,589,7651.6m
$30.3m |
$30.3m |
0.01% |
Reduced
-35.2k |
-35,186 |
| 3 |
Redhawk Wealth Advisors, Inc.
2.22% of their portfolio |
MINNEAPOLIS, MN |
713,419713.4k
$13.6m |
$13.6m |
2.22% |
Added
+679.6k |
+679,606 |
| 4 |
ASSETMARK, INC
0.04% of their portfolio |
CONCORD, CA |
628,244628.2k
$12.0m |
$12.0m |
0.04% |
Added
+19.5k |
+19,495 |
| 5 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
610,194610.2k
$11.6m |
$11.6m |
0.00% |
Added
+257.4k |
+257,390 |
| 6 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
463,587463.6k
$8.8m |
$8.8m |
0.00% |
Added
+335 |
+335 |
| 7 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
371,794371.8k
$7.1m |
$7.1m |
0.00% |
Added
+77.5k |
+77,454 |
| 8 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
303,615303.6k
$5.8m |
$5.8m |
0.00% |
New |
|
| 9 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
233,647233.6k
$4.5m |
$4.5m |
0.00% |
Reduced
-33.3k |
-33,344 |
| 10 |
Financial Architects, LLC
2.93% of their portfolio |
WOODSTOCK, GA |
221,736221.7k
$4.2m |
$4.2m |
2.93% |
Added
+9.4k |
+9,400 |
| 11 |
CAPE COD FIVE CENTS SAVINGS BANK
0.38% of their portfolio |
HYANNIS, MA |
206,177206.2k
$3.9m |
$3.9m |
0.38% |
Reduced
-4.6k |
-4,641 |
| 12 |
Fortress Wealth Management, Inc.
1.95% of their portfolio |
Culver City, CA |
197,984198.0k
$3.8m |
$3.8m |
1.95% |
Added
+17.6k |
+17,551 |
| 13 |
Etesian Wealth Advisors, Inc.
1.74% of their portfolio |
West Linn, OR |
159,303159.3k
$3.0m |
$3.0m |
1.74% |
Added
+1.5k |
+1,532 |
| 14 |
Hennion & Walsh Asset Management, Inc.
0.16% of their portfolio |
Parsippany, NJ |
158,860158.9k
$3.0m |
$3.0m |
0.16% |
Added
+15.1k |
+15,110 |
| 15 |
Raymond James Financial Services Advisors, Inc.
0.00% of their portfolio |
ST. PETERSBURG, FL |
139,786139.8k
$2.7m |
$2.7m |
0.00% |
Added
+10.0k |
+9,981 |
| 16 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.13% of their portfolio |
DALLAS, TX |
128,154128.2k
$2.4m |
$2.4m |
0.13% |
Unchanged |
|
| 17 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
125,819125.8k
$2.4m |
$2.4m |
0.00% |
Added
+54.9k |
+54,945 |
| 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.21% of their portfolio |
KOKOMO, IN |
116,091116.1k
$2.2m |
$2.2m |
0.21% |
Added
+77.2k |
+77,216 |
| 19 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
112,910112.9k
$2.2m |
$2.2m |
0.00% |
Reduced
-3.8k |
-3,758 |
| 20 |
Cambria Investment Management, L.P.
0.12% of their portfolio |
Manhattan Beach, CA |
106,243106.2k
$2.0m |
$2.0m |
0.12% |
Reduced
-3.6k |
-3,625 |
| 21 |
OLD MISSION CAPITAL LLC
0.04% of their portfolio |
CHICAGO, IL |
85,82285.8k
$1.6m |
$1.6m |
0.04% |
New |
|
| 22 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
81,38681.4k
$1.6m |
$1.6m |
0.00% |
Added
+12.3k |
+12,258 |
| 23 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
68,99169.0k
$1.3m |
$1.3m |
0.01% |
Added
+3.6k |
+3,551 |
| 24 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
63,56663.6k
$1.2m |
$1.2m |
0.00% |
Added
+1.4k |
+1,390 |
| 25 |
OneDigital Investment Advisors LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
59,99160.0k
$1.1m |
$1.1m |
0.02% |
Reduced
-13.0k |
-13,023 |
| 26 |
Whitcomb & Hess, Inc.
0.34% of their portfolio |
ASHLAND, OH |
55,82755.8k
$1.1m |
$1.1m |
0.34% |
Reduced
-253 |
-253 |
| 27 |
Eudaimonia Partners, LLC
0.24% of their portfolio |
Winchester, TN |
53,95054.0k
$1.0m |
$1.0m |
0.24% |
Added
+31.4k |
+31,438 |
| 28 |
Seed Wealth Management, Inc.
0.97% of their portfolio |
EVANSTON, IL |
53,89553.9k
$1.0m |
$1.0m |
0.97% |
Reduced
-17.5k |
-17,500 |
| 29 |
Hilltop Holdings Inc.
0.11% of their portfolio |
DALLAS, TX |
50,20350.2k
$957.9k |
$957.9k |
0.11% |
Reduced
-7.1k |
-7,114 |
| 30 |
GUGGENHEIM CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
50,17450.2k
$957.3k |
$957.3k |
0.01% |
Reduced
-263 |
-263 |
| 31 |
LexAurum Advisors, LLC
0.24% of their portfolio |
OVERLAND PARK, KS |
49,51549.5k
$944.7k |
$944.7k |
0.24% |
Added
+4.5k |
+4,547 |
| 32 |
Aspect Partners, LLC
0.74% of their portfolio |
FAIRFAX, VA |
49,13849.1k
$937.5k |
$937.5k |
0.74% |
Reduced
-1.3k |
-1,284 |
| 33 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.09% of their portfolio |
ORLANDO, FL |
47,50047.5k
$891.6k |
$891.6k |
0.09% |
Added
+8.6k |
+8,580 |
| 34 |
Tidemark, LLC
0.50% of their portfolio |
SAN DIEGO, CA |
47,27947.3k
$902.1k |
$902.1k |
0.50% |
Added
+46.3k |
+46,302 |
| 35 |
Verde Capital Management
0.30% of their portfolio |
CLARKSTON, MI |
45,25845.3k
$863.5k |
$863.5k |
0.30% |
Added
+3.0k |
+2,994 |
| 36 |
Sage Advisory Services, Ltd.Co.
0.23% of their portfolio |
AUSTIN, TX |
44,31044.3k
$845.0k |
$845.0k |
0.23% |
Unchanged |
|
| 37 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
44,14244.1k
$842.2k |
$842.2k |
0.01% |
Reduced
-850 |
-850 |
| 38 |
Orion Portfolio Solutions, LLC
0.01% of their portfolio |
Omaha, NE |
44,14244.1k
$842.2k |
$842.2k |
0.01% |
Reduced
-850 |
-850 |
| 39 |
Geneos Wealth Management Inc.
0.04% of their portfolio |
ENGLEWOOD, CO |
41,61741.6k
$794.1k |
$794.1k |
0.04% |
Reduced
-2.3k |
-2,321 |
| 40 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
40,95441.0k
$781.4k |
$781.4k |
0.00% |
Reduced
-1.1k |
-1,145 |
| 41 |
AXS Investments LLC
0.16% of their portfolio |
PORT CHESTER, NY |
36,00036.0k
$686.9k |
$686.9k |
0.16% |
Added
+11.0k |
+11,000 |
| 42 |
Tidal Investments LLC
0.01% of their portfolio |
Milwaukee, WI |
34,72934.7k
$662.6k |
$662.6k |
0.01% |
Added
+1.9k |
+1,900 |
| 43 |
EUDAIMONIA ADVISORS LLC
0.30% of their portfolio |
Winchester, TN |
29,29529.3k
$558.9k |
$558.9k |
0.30% |
Added
+13.9k |
+13,916 |
| 44 |
Apollon Wealth Management, LLC
0.02% of their portfolio |
MOUNT PLEASANT, SC |
25,20325.2k
$480.9k |
$480.9k |
0.02% |
Added
+2.2k |
+2,160 |
| 45 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
22,09722.1k
$421.6k |
$421.6k |
0.00% |
Reduced
-1.2k |
-1,187 |
| 46 |
Joseph P. Lucia & Associates, LLC
0.18% of their portfolio |
Yorktown Heights, NY |
17,28717.3k
$329.8k |
$329.8k |
0.18% |
Reduced
-1.4k |
-1,365 |
| 47 |
Thrivent Financial for Lutherans
0.00% of their portfolio |
Minneapolis, MN |
16,75516.8k
$320.0k |
$320.0k |
0.00% |
Reduced
-2.9k |
-2,852 |
| 48 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
16,63316.6k
$317.4k |
$317.4k |
0.01% |
New |
|
| 49 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
16,32616.3k
$311.5k |
$311.5k |
0.00% |
Added
+3.9k |
+3,939 |
| 50 |
PRUDENTIAL FINANCIAL INC
0.00% of their portfolio |
NEWARK, NJ |
15,00015.0k
$286.2k |
$286.2k |
0.00% |
New |
|
| 51 |
Acorn Wealth Advisors, LLC
0.15% of their portfolio |
Grand Blanc, MI |
14,69814.7k
$280.4k |
$280.4k |
0.15% |
New |
|
| 52 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
14,66114.7k
$279.7k |
$279.7k |
0.01% |
Reduced
-126 |
-126 |
| 53 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
13,02113.0k
$248.4k |
$248.4k |
0.00% |
Reduced
-2.8k |
-2,813 |
| 54 |
Greytown Advisors Inc.
0.14% of their portfolio |
MIAMI, FL |
12,82112.8k
$244.6k |
$244.6k |
0.14% |
Unchanged |
|
| 55 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
11,27311.3k
$215.1k |
$215.1k |
0.02% |
New |
|
| 56 |
Waterloo Capital, L.P.
0.03% of their portfolio |
AUSTIN, TX |
11,08511.1k
$211.5k |
$211.5k |
0.03% |
Reduced
-6.8k |
-6,842 |
| 57 |
Hillsdale Investment Management Inc.
0.01% of their portfolio |
Toronto, A6 |
9,1909.2k
$175.3k |
$175.3k |
0.01% |
Unchanged |
|
| 58 |
1832 Asset Management L.P.
0.00% of their portfolio |
TORONTO, A6 |
8,4008.4k
$160.3k |
$160.3k |
0.00% |
Unchanged |
|
| 59 |
Qube Research & Technologies Ltd
0.00% of their portfolio |
LONDON, X0 |
3,7863.8k
$72.2k |
$72.2k |
0.00% |
Unchanged |
|
| 60 |
VAN ECK ASSOCIATES CORP
0.00% of their portfolio |
NEW YORK, NY |
3,6793.7k
$70.0k |
$70.0k |
0.00% |
Added
+1.5k |
+1,540 |
| 61 |
Banque Cantonale Vaudoise
0.00% of their portfolio |
LAUSANNE, V8 |
3,0203.0k
$58.0k |
$58.0k |
0.00% |
Added
+770 |
+770 |
| 62 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
2,3212.3k
$44.3k |
$44.3k |
0.00% |
Reduced
-62 |
-62 |
| 63 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
2,0082.0k
$38.3k |
$38.3k |
0.00% |
Added
+1.9k |
+1,927 |
| 64 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
1,9041.9k
$36.3k |
$36.3k |
0.00% |
Unchanged |
|
| 65 |
Beacon Capital Management, LLC
0.01% of their portfolio |
FRANKLIN, TN |
1,3771.4k
$26.3k |
$26.3k |
0.01% |
Unchanged |
|
| 66 |
PRINCIPAL SECURITIES, INC.
0.00% of their portfolio |
DES MOINES, IA |
1,3171.3k
$25.1k |
$25.1k |
0.00% |
Added
+87 |
+87 |
| 67 |
Parallel Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
600600
$11.4k |
$11.4k |
0.00% |
New |
|
| 68 |
Castleview Partners, LLC
0.01% of their portfolio |
DALLAS, TX |
507507
$9.7k |
$9.7k |
0.01% |
Unchanged |
|
| 69 |
PRIVATE TRUST CO NA
0.00% of their portfolio |
CLEVELAND, OH |
450450
$8.6k |
$8.6k |
0.00% |
Unchanged |
|
| 70 |
Retirement Group, LLC
0.00% of their portfolio |
SAN DIEGO, CA |
250250
$4.8k |
$4.8k |
0.00% |
Unchanged |
|
| 71 |
Tower Research Capital LLC (TRC)
0.00% of their portfolio |
NEW YORK, NY |
200200
$3.8k |
$3.8k |
0.00% |
Unchanged |
|
| 72 |
TSFG, LLC
0.00% of their portfolio |
LAKE FOREST, IL |
187187
$4.0k |
$4.0k |
0.00% |
Unchanged |
|
| 73 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
153153
$3.0k |
$3.0k |
0.00% |
New |
|
| 74 |
SRH ADVISORS, LLC
0.00% of their portfolio |
SALINA, KS |
100100
$1.9k |
$1.9k |
0.00% |
New |
|
| 75 |
SIMPLEX TRADING, LLC
0.00% of their portfolio |
CHICAGO, IL |
9999
$1.0k |
$1.0k |
0.00% |
New |
|
| 76 |
Gradient Investments LLC
0.00% of their portfolio |
ARDEN HILLS, MN |
9090
$1.7k |
$1.7k |
0.00% |
Unchanged |
|
| 77 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
8383
$1.6k |
$1.6k |
0.00% |
Unchanged |
|
| 78 |
TUCKER ASSET MANAGEMENT LLC
0.00% of their portfolio |
LITTLETON, CO |
8282
$1.6k |
$1.6k |
0.00% |
Unchanged |
|
| 79 |
BLAIR WILLIAM & CO/IL
0.00% of their portfolio |
CHICAGO, IL |
4646
$870 |
$870 |
0.00% |
Added
+1 |
+1 |
| 80 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
3232
$611 |
$611 |
0.00% |
New |
|
| 81 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
00
$0 |
$0 |
0.00% |
Unchanged |
|
| 82 |
HANTZ FINANCIAL SERVICES, INC.
0.00% of their portfolio |
SOUTHFIELD, MI |
00
$0 |
$0 |
0.00% |
Unchanged |
|