| 1 |
LPL Financial LLC
0.08% of their portfolio |
FORT MILL, SC |
2,271,4552.3m
$302.5m |
$302.5m |
0.08% |
Added
+399.5k |
+399,516 |
| 2 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
1,258,4201.3m
$167.6m |
$167.6m |
0.01% |
Added
+124.6k |
+124,573 |
| 3 |
BANK OF AMERICA CORP /DE/
0.01% of their portfolio |
CHARLOTTE, NC |
1,148,9951.1m
$153.0m |
$153.0m |
0.01% |
Added
+278.8k |
+278,767 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.03% of their portfolio |
ST. PETERSBURG, FL |
611,933611.9k
$81.5m |
$81.5m |
0.03% |
Added
+76.2k |
+76,240 |
| 5 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
510,927510.9k
$68.1m |
$68.1m |
0.01% |
Added
+188.7k |
+188,662 |
| 6 |
Cetera Investment Advisers
0.07% of their portfolio |
SCHAUMBURG, IL |
470,983471.0k
$62.7m |
$62.7m |
0.07% |
Added
+70.3k |
+70,294 |
| 7 |
ROYAL BANK OF CANADA
0.01% of their portfolio |
TORONTO, A6 |
412,036412.0k
$54.9m |
$54.9m |
0.01% |
Added
+28.3k |
+28,325 |
| 8 |
UBS Group AG
0.01% of their portfolio |
ZURICH, V8 |
374,451374.5k
$49.9m |
$49.9m |
0.01% |
Reduced
-170 |
-170 |
| 9 |
STIFEL FINANCIAL CORP
0.04% of their portfolio |
ST. LOUIS, MO |
286,661286.7k
$38.2m |
$38.2m |
0.04% |
Added
+37.4k |
+37,436 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
261,828261.8k
$34.9m |
$34.9m |
0.01% |
Added
+135.4k |
+135,449 |
| 11 |
COMMONWEALTH EQUITY SERVICES, LLC
0.05% of their portfolio |
WALTHAM, MA |
245,915245.9k
$32.8m |
$32.8m |
0.05% |
Added
+53.1k |
+53,085 |
| 12 |
MML INVESTORS SERVICES, LLC
0.08% of their portfolio |
SPRINGFIELD, MA |
224,852224.9k
$29.9m |
$29.9m |
0.08% |
Added
+34.5k |
+34,505 |
| 13 |
OSAIC HOLDINGS, INC.
0.04% of their portfolio |
SCOTTSDALE, AZ |
188,038188.0k
$25.0m |
$25.0m |
0.04% |
Added
+21.0k |
+20,994 |
| 14 |
Lloyd Harbor Capital Management, LLC
12.76% of their portfolio |
COLD SPRING HARBOR, NY |
185,000185.0k
$24.6m |
$24.6m |
12.76% |
New |
|
| 15 |
JONES FINANCIAL COMPANIES LLLP
0.01% of their portfolio |
DES PERES, MO |
182,803182.8k
$23.8m |
$23.8m |
0.01% |
Added
+46.0k |
+46,025 |
| 16 |
VAN ECK ASSOCIATES CORP
0.02% of their portfolio |
NEW YORK, NY |
179,840179.8k
$24.0m |
$24.0m |
0.02% |
Added
+105.5k |
+105,470 |
| 17 |
Cambridge Investment Research Advisors, Inc.
0.06% of their portfolio |
FAIRFIELD, IA |
169,319169.3k
$22.6m |
$22.6m |
0.06% |
Added
+17.4k |
+17,381 |
| 18 |
StoneX Group Inc.
1.15% of their portfolio |
NEW YORK, NY |
160,641160.6k
$21.4m |
$21.4m |
1.15% |
Added
+154.2k |
+154,187 |
| 19 |
Private Advisor Group, LLC
0.09% of their portfolio |
MORRISTOWN, NJ |
147,713147.7k
$19.7m |
$19.7m |
0.09% |
Added
+7.2k |
+7,238 |
| 20 |
Bouchey Financial Group, Ltd.
1.40% of their portfolio |
TROY, NY |
140,081140.1k
$19.1m |
$19.1m |
1.40% |
Added
+8.3k |
+8,321 |
| 21 |
Rockport Wealth LLC
3.32% of their portfolio |
Fairview Park, OH |
136,924136.9k
$18.2m |
$18.2m |
3.32% |
Reduced
-7.0k |
-7,017 |
| 22 |
360 Financial, Inc.
4.94% of their portfolio |
WAYZATA, MN |
123,083123.1k
$16.4m |
$16.4m |
4.94% |
Added
+6.0k |
+5,972 |
| 23 |
NewEdge Advisors, LLC
0.06% of their portfolio |
NEW ORLEANS, LA |
121,143121.1k
$16.1m |
$16.1m |
0.06% |
Added
+16.9k |
+16,876 |
| 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
108,447108.4k
$14.4m |
$14.4m |
0.01% |
Added
+27.1k |
+27,105 |
| 25 |
CITADEL ADVISORS LLC
0.01% of their portfolio |
MIAMI, FL |
103,018103.0k
$13.7m |
$13.7m |
0.01% |
Added
+101.1k |
+101,078 |
| 26 |
Thrivent Financial for Lutherans
0.03% of their portfolio |
Minneapolis, MN |
99,26699.3k
$13.2m |
$13.2m |
0.03% |
Added
+9.1k |
+9,076 |
| 27 |
SAGE PRIVATE WEALTH GROUP, LLC
6.36% of their portfolio |
OAKBROOK TERRACE, IL |
94,84594.8k
$12.6m |
$12.6m |
6.36% |
Added
+8.3k |
+8,332 |
| 28 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
86,85686.9k
$11.6m |
$11.6m |
0.02% |
Added
+9.0k |
+8,995 |
| 29 |
Kiker Wealth Management, LLC
5.49% of their portfolio |
JASPER, GA |
86,34986.3k
$11.5m |
$11.5m |
5.49% |
Added
+84.6k |
+84,623 |
| 30 |
KCM INVESTMENT ADVISORS LLC
0.38% of their portfolio |
GREENBRAE, CA |
85,98886.0k
$11.5m |
$11.5m |
0.38% |
Added
+29.9k |
+29,933 |
| 31 |
Itau Unibanco Holding S.A.
0.27% of their portfolio |
SAO PAULO, D5 |
84,96485.0k
$11.3m |
$11.3m |
0.27% |
Added
+209 |
+209 |
| 32 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC
3.62% of their portfolio |
BURBANK, CA |
84,19784.2k
$11.2m |
$11.2m |
3.62% |
Added
+47.3k |
+47,308 |
| 33 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
79,03079.0k
$10.5m |
$10.5m |
0.02% |
Added
+14.4k |
+14,352 |
| 34 |
Destiny Wealth Partners, LLC
1.07% of their portfolio |
TAVARES, FL |
73,55173.6k
$9.8m |
$9.8m |
1.07% |
Reduced
-32.4k |
-32,424 |
| 35 |
IFP Advisors, Inc
0.20% of their portfolio |
TAMPA, FL |
73,06573.1k
$9.7m |
$9.7m |
0.20% |
Added
+1.7k |
+1,721 |
| 36 |
Steward Partners Investment Advisory, LLC
0.05% of their portfolio |
STAMFORD, CT |
72,74372.7k
$9.7m |
$9.7m |
0.05% |
Added
+14.8k |
+14,840 |
| 37 |
McGuire Investment Group, LLC
1.05% of their portfolio |
WAKEFIELD, RI |
69,98770.0k
$9.3m |
$9.3m |
1.05% |
Added
+7.9k |
+7,942 |
| 38 |
PCG Wealth Advisors, LLC
2.31% of their portfolio |
OVERLAND PARK, KS |
68,59368.6k
$9.1m |
$9.1m |
2.31% |
Added
+7.8k |
+7,754 |
| 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.01% of their portfolio |
BALA CYNWYD, PA |
66,61266.6k
$8.9m |
$8.9m |
0.01% |
New |
|
| 40 |
Madrid Financial Services
5.09% of their portfolio |
MANHATTAN BEACH, CA |
64,77264.8k
$8.6m |
$8.6m |
5.09% |
Reduced
-11.8k |
-11,762 |
| 41 |
Retirement Management Systems Inc.
1.97% of their portfolio |
STEVENSVILLE, MD |
61,44561.4k
$8.2m |
$8.2m |
1.97% |
Added
+17.2k |
+17,219 |
| 42 |
Massar Capital Management, LP
1.63% of their portfolio |
STAMFORD, CT |
61,13461.1k
$8.1m |
$8.1m |
1.63% |
New |
|
| 43 |
Capital Investment Advisors, LLC
0.12% of their portfolio |
ATLANTA, GA |
59,93259.9k
$8.0m |
$8.0m |
0.12% |
Added
+15.6k |
+15,612 |
| 44 |
Valmark Advisers, Inc.
0.09% of their portfolio |
AKRON, OH |
56,43156.4k
$7.5m |
$7.5m |
0.09% |
Added
+1.5k |
+1,455 |
| 45 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
55,95756.0k
$7.5m |
$7.5m |
0.00% |
Reduced
-1.0k |
-1,015 |
| 46 |
EFG International AG
0.16% of their portfolio |
Zurich, V8 |
54,66754.7k
$7.3m |
$7.3m |
0.16% |
Added
+13.9k |
+13,910 |
| 47 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
54,43354.4k
$7.3m |
$7.3m |
0.01% |
Added
+6.1k |
+6,068 |
| 48 |
Stonebridge Financial Group, LLC
0.59% of their portfolio |
Wormleysburg, PA |
54,14254.1k
$7.2m |
$7.2m |
0.59% |
Added
+2.7k |
+2,734 |
| 49 |
Evolution Wealth Advisors, LLC
0.69% of their portfolio |
AVENTURA, FL |
51,07351.1k
$6.8m |
$6.8m |
0.69% |
Added
+1.5k |
+1,522 |
| 50 |
Rafferty Asset Management, LLC
0.03% of their portfolio |
New York, NY |
49,93349.9k
$6.7m |
$6.7m |
0.03% |
Reduced
-6.8k |
-6,772 |
| 51 |
Sowell Financial Services LLC
0.25% of their portfolio |
NORTH LITTLE ROCK, AR |
49,79349.8k
$6.6m |
$6.6m |
0.25% |
Reduced
-2.4k |
-2,381 |
| 52 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
47,73547.7k
$6.4m |
$6.4m |
0.02% |
Reduced
-15.9k |
-15,906 |
| 53 |
SCS Capital Management LLC
0.07% of their portfolio |
BOSTON, MA |
47,35147.4k
$6.3m |
$6.3m |
0.07% |
Reduced
-14.6k |
-14,623 |
| 54 |
TD PRIVATE CLIENT WEALTH LLC
0.12% of their portfolio |
NEW YORK, NY |
44,74444.7k
$6.0m |
$6.0m |
0.12% |
New |
|
| 55 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
44,39244.4k
$5.6m |
$5.6m |
0.00% |
Added
+23.3k |
+23,295 |
| 56 |
Steele Capital Management, Inc.
0.24% of their portfolio |
DUBUQUE, IA |
43,99044.0k
$5.9m |
$5.9m |
0.24% |
Added
+10.3k |
+10,295 |
| 57 |
StoneCrest Wealth Management, Inc.
2.43% of their portfolio |
CHANDLER, AZ |
43,05943.1k
$5.7m |
$5.7m |
2.43% |
Added
+811 |
+811 |
| 58 |
Sanctuary Advisors, LLC
0.03% of their portfolio |
INDIANAPOLIS, IN |
43,04743.0k
$5.7m |
$5.7m |
0.03% |
Added
+2.4k |
+2,361 |
| 59 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
42,89542.9k
$5.7m |
$5.7m |
0.00% |
Added
+33.6k |
+33,630 |
| 60 |
Summit Financial, LLC
0.07% of their portfolio |
PARSIPPANY, NJ |
42,60942.6k
$5.7m |
$5.7m |
0.07% |
Reduced
-11.8k |
-11,826 |
| 61 |
Quadcap Wealth Management, LLC
0.64% of their portfolio |
Frisco, TX |
42,43642.4k
$5.7m |
$5.7m |
0.64% |
Reduced
-10.5k |
-10,455 |
| 62 |
Brookwood Investment Group LLC
0.71% of their portfolio |
PHOENIX, AZ |
41,96442.0k
$5.6m |
$5.6m |
0.71% |
Added
+2.9k |
+2,869 |
| 63 |
KINGSWOOD WEALTH ADVISORS, LLC
0.26% of their portfolio |
SAN DIEGO, CA |
40,69940.7k
$5.4m |
$5.4m |
0.26% |
Reduced
-14.5k |
-14,451 |
| 64 |
Cresset Asset Management, LLC
0.02% of their portfolio |
Chicago, IL |
40,69740.7k
$5.4m |
$5.4m |
0.02% |
Reduced
-4.0k |
-4,030 |
| 65 |
Heck Capital Advisors, LLC
0.37% of their portfolio |
Rhinelander, WI |
37,72037.7k
$5.0m |
$5.0m |
0.37% |
Added
+1.6k |
+1,642 |
| 66 |
PRUDENTIAL PLC
0.04% of their portfolio |
LONDON, X0 |
37,00037.0k
$4.9m |
$4.9m |
0.04% |
Unchanged |
|
| 67 |
Kraft, Davis & Associates, LLC
1.13% of their portfolio |
St. Louis, MO |
36,66936.7k
$5.3m |
$5.3m |
1.13% |
Added
+8.6k |
+8,609 |
| 68 |
CreativeOne Wealth, LLC
0.11% of their portfolio |
OVERLAND PARK, KS |
35,75035.8k
$4.8m |
$4.8m |
0.11% |
Added
+9.0k |
+9,004 |
| 69 |
GREENUP STREET WEALTH MANAGEMENT LLC
0.67% of their portfolio |
OVERLAND PARK, KS |
35,63635.6k
$4.7m |
$4.7m |
0.67% |
New |
|
| 70 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
34,71834.7k
$4.6m |
$4.6m |
0.01% |
Added
+2.4k |
+2,376 |
| 71 |
Schorn Wealth LLC
1.37% of their portfolio |
ENGLEWOOD, FL |
34,01634.0k
$4.5m |
$4.5m |
1.37% |
Added
+2.4k |
+2,355 |
| 72 |
&PARTNERS
0.02% of their portfolio |
NASHVILLE, TN |
33,96434.0k
$4.5m |
$4.5m |
0.02% |
Added
+15.4k |
+15,402 |
| 73 |
Paller Financial Services Inc
3.68% of their portfolio |
CENTENNIAL, CO |
33,42733.4k
$4.5m |
$4.5m |
3.68% |
Added
+25 |
+25 |
| 74 |
IHT Wealth Management, LLC
0.10% of their portfolio |
Chicago, IL |
32,82632.8k
$4.4m |
$4.4m |
0.10% |
Reduced
-4.5k |
-4,487 |
| 75 |
Concurrent Investment Advisors, LLC
0.05% of their portfolio |
Tampa, FL |
32,21632.2k
$4.3m |
$4.3m |
0.05% |
Added
+2.4k |
+2,398 |
| 76 |
HARBOUR INVESTMENTS, INC.
0.07% of their portfolio |
MADISON, WI |
32,18632.2k
$4.3m |
$4.3m |
0.07% |
Added
+7.0k |
+6,959 |
| 77 |
MONECO ADVISORS, LLC
0.32% of their portfolio |
FAIRFIELD, CT |
31,31431.3k
$4.2m |
$4.2m |
0.32% |
Added
+4.9k |
+4,889 |
| 78 |
Brookstone Capital Management
0.05% of their portfolio |
WHEATON, IL |
30,90330.9k
$4.1m |
$4.1m |
0.05% |
Added
+24.3k |
+24,283 |
| 79 |
Drake & Associates, LLC
0.77% of their portfolio |
WAUKESHA, WI |
30,48430.5k
$4.1m |
$4.1m |
0.77% |
Added
+5.2k |
+5,162 |
| 80 |
CX Institutional
0.12% of their portfolio |
AUBURN, IN |
30,38830.4k
$4.0m |
$4.0m |
0.12% |
Added
+30.3k |
+30,275 |
| 81 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
30,26530.3k
$4.0m |
$4.0m |
0.01% |
Added
+4.2k |
+4,207 |
| 82 |
MinichMacGregor Wealth Management, LLC
0.71% of their portfolio |
Saratoga Springs, NY |
30,11330.1k
$4.0m |
$4.0m |
0.71% |
Added
+1.6k |
+1,650 |
| 83 |
Sterling Investment Advisors, Ltd.
0.70% of their portfolio |
BERWYN, PA |
29,06529.1k
$3.9m |
$3.9m |
0.70% |
Added
+2.7k |
+2,665 |
| 84 |
Equitable Holdings, Inc.
0.02% of their portfolio |
NEW YORK, NY |
28,68928.7k
$3.6m |
$3.6m |
0.02% |
Added
+4.3k |
+4,284 |
| 85 |
BNP PARIBAS FINANCIAL MARKETS
0.00% of their portfolio |
PARIS, I0 |
28,32928.3k
$3.8m |
$3.8m |
0.00% |
Reduced
-10.0k |
-10,043 |
| 86 |
BIP Wealth, LLC
0.15% of their portfolio |
ATLANTA, GA |
28,31228.3k
$3.8m |
$3.8m |
0.15% |
Added
+3.4k |
+3,375 |
| 87 |
Pettinga Financial Advisors LLC
0.71% of their portfolio |
EVANSVILLE, IN |
28,26228.3k
$3.8m |
$3.8m |
0.71% |
Added
+3.1k |
+3,115 |
| 88 |
RWQ Financial Management Services, Inc.
2.38% of their portfolio |
NAPLES, FL |
27,47527.5k
$3.7m |
$3.7m |
2.38% |
New |
|
| 89 |
SILVER OAK SECURITIES, INCORPORATED
0.26% of their portfolio |
JACKSON, TN |
26,92826.9k
$3.6m |
$3.6m |
0.26% |
Reduced
-581 |
-581 |
| 90 |
CENTAURUS FINANCIAL, INC.
0.16% of their portfolio |
ANAHEIM, CA |
25,73325.7k
$3.4m |
$3.4m |
0.16% |
Added
+22.9k |
+22,950 |
| 91 |
STRATEGY ASSET MANAGERS LLC
0.54% of their portfolio |
PASADENA, CA |
24,71024.7k
$3.3m |
$3.3m |
0.54% |
Added
+358 |
+358 |
| 92 |
GTS SECURITIES LLC
0.12% of their portfolio |
NEW YORK, NY |
24,51124.5k
$3.3m |
$3.3m |
0.12% |
Added
+21.4k |
+21,426 |
| 93 |
Bucket List Wealth Management, LLC
1.90% of their portfolio |
The Villages, FL |
23,74123.7k
$3.2m |
$3.2m |
1.90% |
New |
|
| 94 |
Snowden Capital Advisors LLC
0.08% of their portfolio |
New York, NY |
23,51923.5k
$3.1m |
$3.1m |
0.08% |
Added
+1.4k |
+1,450 |
| 95 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
23,48223.5k
$3.1m |
$3.1m |
0.01% |
Reduced
-16.1k |
-16,090 |
| 96 |
Quadrature Capital Ltd
0.04% of their portfolio |
LONDON, X0 |
23,30023.3k
$3.1m |
$3.1m |
0.04% |
Added
+2.0k |
+1,983 |
| 97 |
J.W. COLE ADVISORS, INC.
0.10% of their portfolio |
TAMPA, FL |
22,57622.6k
$3.0m |
$3.0m |
0.10% |
Added
+1.6k |
+1,638 |
| 98 |
WEDBUSH SECURITIES INC
0.09% of their portfolio |
PASADENA, CA |
22,04322.0k
$2.9m |
$2.9m |
0.09% |
Added
+1.6k |
+1,612 |
| 99 |
Dogwood Wealth Management LLC
1.27% of their portfolio |
LENEXA, KS |
21,96022.0k
$2.9m |
$2.9m |
1.27% |
Added
+2.3k |
+2,261 |
| 100 |
D. E. Shaw & Co., Inc.
0.00% of their portfolio |
New York, NY |
21,66821.7k
$2.9m |
$2.9m |
0.00% |
Reduced
-55.5k |
-55,546 |