| 1 |
Journey Advisory Group, LLC
1.22% of their portfolio |
COVINGTON, KY |
345,669345.7k
$15.9m |
$15.9m |
1.22% |
Added
+112.3k |
+112,296 |
| 2 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
134,972135.0k
$6.2m |
$6.2m |
0.00% |
Added
+5.9k |
+5,896 |
| 3 |
Convergence Financial, LLC
0.42% of their portfolio |
COLUMBIA, MO |
114,904114.9k
$5.3m |
$5.3m |
0.42% |
Reduced
-3.2k |
-3,230 |
| 4 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
89,76089.8k
$4.1m |
$4.1m |
0.01% |
Reduced
-2.0k |
-1,957 |
| 5 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
86,08086.1k
$4.0m |
$4.0m |
0.00% |
Reduced
-16.7k |
-16,679 |
| 6 |
Mutual Advisors, LLC
0.07% of their portfolio |
OMAHA, NE |
85,04685.0k
$3.9m |
$3.9m |
0.07% |
Added
+4.4k |
+4,373 |
| 7 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
73,07673.1k
$3.4m |
$3.4m |
0.00% |
Added
+4.2k |
+4,203 |
| 8 |
Belvedere Trading LLC
0.26% of their portfolio |
CHICAGO, IL |
68,19968.2k
$3.1m |
$3.1m |
0.26% |
New |
|
| 9 |
Equitable Holdings, Inc.
0.01% of their portfolio |
NEW YORK, NY |
52,76352.8k
$2.4m |
$2.4m |
0.01% |
Added
+7.2k |
+7,154 |
| 10 |
OneAscent Financial Services LLC
0.11% of their portfolio |
BIRMINGHAM, AL |
50,45950.5k
$2.3m |
$2.3m |
0.11% |
New |
|
| 11 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
48,79248.8k
$2.2m |
$2.2m |
0.00% |
Added
+12.6k |
+12,617 |
| 12 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
44,90944.9k
$2.1m |
$2.1m |
0.00% |
Added
+25.8k |
+25,822 |
| 13 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
44,41144.4k
$2.0m |
$2.0m |
0.00% |
Added
+16.7k |
+16,749 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
43,90243.9k
$2.0m |
$2.0m |
0.00% |
Added
+20.1k |
+20,142 |
| 15 |
Federation des caisses Desjardins du Quebec
0.01% of their portfolio |
LEVIS, A8 |
41,66841.7k
$1.9m |
$1.9m |
0.01% |
Added
+25.1k |
+25,121 |
| 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
35,92935.9k
$1.7m |
$1.7m |
0.00% |
New |
|
| 17 |
J. Safra Sarasin Holding AG
0.02% of their portfolio |
BASEL, V8 |
21,79621.8k
$1.1m |
$1.1m |
0.02% |
Unchanged |
|
| 18 |
Elequin Capital, LP
0.03% of their portfolio |
NEW YORK, NY |
19,65519.7k
$905.7k |
$905.7k |
0.03% |
New |
|
| 19 |
GTS SECURITIES LLC
0.02% of their portfolio |
NEW YORK, NY |
19,27019.3k
$888.0k |
$888.0k |
0.02% |
Reduced
-9.0k |
-9,025 |
| 20 |
FLOW TRADERS U.S. LLC
0.03% of their portfolio |
NEW YORK, NY |
18,43418.4k
$849.0k |
$849.0k |
0.03% |
New |
|
| 21 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
14,14614.1k
$651.0k |
$651.0k |
0.00% |
New |
|
| 22 |
SIMPLEX TRADING, LLC
0.02% of their portfolio |
CHICAGO, IL |
13,27513.3k
$611.7k |
$611.7k |
0.02% |
Added
+9.8k |
+9,835 |
| 23 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
12,14412.1k
$559.6k |
$559.6k |
0.00% |
Added
+292 |
+292 |
| 24 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
11,20011.2k
$516.1k |
$516.1k |
0.00% |
Reduced
-62 |
-62 |
| 25 |
BFI Infinity Ltd.
0.22% of their portfolio |
ZURICH, V8 |
11,20011.2k
$452.8k |
$452.8k |
0.22% |
Unchanged |
|
| 26 |
HBW ADVISORY SERVICES LLC
0.04% of their portfolio |
SIMI VALLEY, CA |
10,03210.0k
$462.3k |
$462.3k |
0.04% |
New |
|
| 27 |
BANQUE PICTET & CIE SA
0.00% of their portfolio |
GENEVA 73, V8 |
10,00010.0k
$460.8k |
$460.8k |
0.00% |
Unchanged |
|
| 28 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
8,3928.4k
$386.7k |
$386.7k |
0.00% |
Added
+1.8k |
+1,756 |
| 29 |
Poehling Capital Management, INC.
0.08% of their portfolio |
MADISON, WI |
8,1688.2k
$376.4k |
$376.4k |
0.08% |
Reduced
-229 |
-229 |
| 30 |
Cornerstone Wealth Management, LLC
0.02% of their portfolio |
ST. PETERS, MO |
8,0758.1k
$372.1k |
$372.1k |
0.02% |
Unchanged |
|
| 31 |
LVW Advisors, LLC
0.03% of their portfolio |
PITTSFORD, NY |
7,3697.4k
$339.6k |
$339.6k |
0.03% |
Added
+1.2k |
+1,199 |
| 32 |
PCG Wealth Advisors, LLC
0.07% of their portfolio |
OVERLAND PARK, KS |
6,9877.0k
$322.0k |
$322.0k |
0.07% |
Added
+587 |
+587 |
| 33 |
Advisory Alpha, LLC
0.01% of their portfolio |
HOLLAND, MI |
6,0896.1k
$280.6k |
$280.6k |
0.01% |
Unchanged |
|
| 34 |
Pekin Hardy Strauss, Inc.
0.02% of their portfolio |
CHICAGO, IL |
6,0756.1k
$279.9k |
$279.9k |
0.02% |
New |
|
| 35 |
4WEALTH ADVISORS, INC.
0.20% of their portfolio |
Burr Ridge, IL |
5,6565.7k
$262.9k |
$262.9k |
0.20% |
Added
+586 |
+586 |
| 36 |
VAUGHAN DAVID INVESTMENTS LLC/IL
0.00% of their portfolio |
PEORIA, IL |
5,4005.4k
$249.0k |
$249.0k |
0.00% |
Unchanged |
|
| 37 |
Westhampton Capital, LLC
0.10% of their portfolio |
WINSTON-SALEM, NC |
5,0005.0k
$230.4k |
$230.4k |
0.10% |
Unchanged |
|
| 38 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
4,8494.8k
$223.4k |
$223.4k |
0.00% |
Unchanged |
|
| 39 |
TD Waterhouse Canada Inc.
0.00% of their portfolio |
TORONTO, A6 |
3,0383.0k
$141.9k |
$141.9k |
0.00% |
New |
|
| 40 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
1,7231.7k
$79.4k |
$79.4k |
0.00% |
Added
+296 |
+296 |
| 41 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,6501.6k
$76.0k |
$76.0k |
0.00% |
Reduced
-400 |
-400 |
| 42 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
1,0951.1k
$50.5k |
$50.5k |
0.00% |
Reduced
-309 |
-309 |
| 43 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
1,0901.1k
$50.2k |
$50.2k |
0.00% |
Added
+960 |
+960 |
| 44 |
PRIVATE TRUST CO NA
0.00% of their portfolio |
CLEVELAND, OH |
1,0001.0k
$46.1k |
$46.1k |
0.00% |
Unchanged |
|
| 45 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
815815
$37.6k |
$37.6k |
0.00% |
Unchanged |
|
| 46 |
Community Financial Services Group, LLC
0.00% of their portfolio |
NEWPORT, VT |
626626
$29.4k |
$29.4k |
0.00% |
New |
|
| 47 |
CX Institutional
0.00% of their portfolio |
AUBURN, IN |
530530
$24.0k |
$24.0k |
0.00% |
New |
|
| 48 |
MARSHALL INVESTMENT MANAGEMENT, LLC
0.01% of their portfolio |
LITTLETON, CO |
489489
$22.5k |
$22.5k |
0.01% |
Unchanged |
|
| 49 |
Strategic Wealth Partners, Ltd.
0.00% of their portfolio |
INDEPENDENCE, OH |
358358
$16.5k |
$16.5k |
0.00% |
Unchanged |
|
| 50 |
Dunhill Financial, LLC
0.00% of their portfolio |
LONDON, X0 |
300300
$13.8k |
$13.8k |
0.00% |
New |
|
| 51 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
258258
$12.0k |
$12.0k |
0.00% |
New |
|
| 52 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
235235
$10.9k |
$10.9k |
0.00% |
Unchanged |
|
| 53 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC
0.00% of their portfolio |
GLASTONBURY, CT |
187187
$8.6k |
$8.6k |
0.00% |
Unchanged |
|
| 54 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
100100
$4.6k |
$4.6k |
0.00% |
Unchanged |
|
| 55 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.00% of their portfolio |
Stamford, CT |
100100
$4.6k |
$4.6k |
0.00% |
New |
|
| 56 |
Clearstead Trust, LLC
0.00% of their portfolio |
PORTLAND, ME |
7575
$3.5k |
$3.5k |
0.00% |
Unchanged |
|
| 57 |
Westend Capital Management, LLC
0.00% of their portfolio |
SAUSALITO, CA |
2626
$1.2k |
$1.2k |
0.00% |
Added
+15 |
+15 |
| 58 |
Integrity Financial Corp /WA
0.00% of their portfolio |
JACKSON, WY |
22
$92 |
$92 |
0.00% |
Unchanged |
|
| 59 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
11
$46 |
$46 |
0.00% |
New |
|
| 60 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
11
$47 |
$47 |
0.00% |
Unchanged |
|
| 61 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
00
$16 |
$16 |
0.00% |
Reduced
-1 |
-1 |