| 1 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
222,727222.7k
$34.2m |
$34.2m |
0.00% |
Added
+7.1k |
+7,141 |
| 2 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
222,272222.3k
$34.1m |
$34.1m |
0.01% |
Reduced
-2.7k |
-2,747 |
| 3 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
170,087170.1k
$26.1m |
$26.1m |
0.01% |
Added
+5.7k |
+5,658 |
| 4 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
122,394122.4k
$18.8m |
$18.8m |
0.00% |
Added
+4.1k |
+4,115 |
| 5 |
Alliance Wealth Advisors, LLC /UT
3.20% of their portfolio |
Centerville, UT |
110,686110.7k
$17.0m |
$17.0m |
3.20% |
Added
+12.6k |
+12,573 |
| 6 |
Legacies Wealth LLC
8.46% of their portfolio |
MINNETONKA, MN |
100,694100.7k
$15.4m |
$15.4m |
8.46% |
Added
+5.1k |
+5,116 |
| 7 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
90,16890.2k
$13.8m |
$13.8m |
0.01% |
Added
+4.9k |
+4,899 |
| 8 |
Steward Partners Investment Advisory, LLC
0.06% of their portfolio |
STAMFORD, CT |
80,27580.3k
$12.3m |
$12.3m |
0.06% |
Added
+2.2k |
+2,169 |
| 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
77,52777.5k
$11.9m |
$11.9m |
0.01% |
Added
+11.6k |
+11,606 |
| 10 |
Global Retirement Partners, LLC
0.14% of their portfolio |
San Rafael, CA |
60,59560.6k
$9.3m |
$9.3m |
0.14% |
First filing |
|
| 11 |
LMG Wealth Partners, LLC
1.43% of their portfolio |
SHREVEPORT, LA |
58,26558.3k
$8.9m |
$8.9m |
1.43% |
Reduced
-943 |
-943 |
| 12 |
Code Waechter LLC
4.54% of their portfolio |
TAMPA, FL |
57,14357.1k
$8.8m |
$8.8m |
4.54% |
Added
+2.2k |
+2,236 |
| 13 |
BALANCED WEALTH GROUP LLC
2.51% of their portfolio |
WESTLAKE, OH |
51,75651.8k
$7.9m |
$7.9m |
2.51% |
Added
+49.2k |
+49,239 |
| 14 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
51,07651.1k
$7.8m |
$7.8m |
0.00% |
Added
+5.4k |
+5,398 |
| 15 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
50,00050.0k
$7.7m |
$7.7m |
0.00% |
Reduced
-754 |
-754 |
| 16 |
PRINCIPAL SECURITIES, INC.
0.09% of their portfolio |
DES MOINES, IA |
49,85249.9k
$7.6m |
$7.6m |
0.09% |
Added
+2.1k |
+2,069 |
| 17 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
42,65142.7k
$6.5m |
$6.5m |
0.00% |
Added
+145 |
+145 |
| 18 |
KIECKHEFER GROUP LLC
2.52% of their portfolio |
MEQUON, WI |
40,42940.4k
$6.2m |
$6.2m |
2.52% |
Reduced
-109 |
-109 |
| 19 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
40,23040.2k
$6.2m |
$6.2m |
0.01% |
Added
+19.9k |
+19,905 |
| 20 |
MONETA GROUP INVESTMENT ADVISORS LLC
0.05% of their portfolio |
ST LOUIS, MO |
40,08140.1k
$6.1m |
$6.1m |
0.05% |
Reduced
-1.1k |
-1,074 |
| 21 |
RWA WEALTH PARTNERS, LLC
0.05% of their portfolio |
BOSTON, MA |
33,77833.8k
$5.2m |
$5.2m |
0.05% |
Reduced
-803 |
-803 |
| 22 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
33,39633.4k
$5.1m |
$5.1m |
0.00% |
Added
+1.4k |
+1,427 |
| 23 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
33,19433.2k
$5.1m |
$5.1m |
0.00% |
Reduced
-7.0k |
-6,961 |
| 24 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
32,53132.5k
$4.9m |
$4.9m |
0.01% |
Added
+2.4k |
+2,392 |
| 25 |
BROWN ADVISORY INC
0.01% of their portfolio |
BALTIMORE, MD |
29,40429.4k
$4.5m |
$4.5m |
0.01% |
Added
+55 |
+55 |
| 26 |
PFG Advisors
0.21% of their portfolio |
Phoenix, AZ |
27,05927.1k
$4.2m |
$4.2m |
0.21% |
Added
+715 |
+715 |
| 27 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
25,13825.1k
$3.9m |
$3.9m |
0.00% |
Reduced
-1.2k |
-1,235 |
| 28 |
LOWERY THOMAS, LLC
1.88% of their portfolio |
PEBBLE BEACH, CA |
25,11025.1k
$3.9m |
$3.9m |
1.88% |
Added
+256 |
+256 |
| 29 |
MidFirst Bank
0.27% of their portfolio |
DENVER, CO |
24,46524.5k
$3.8m |
$3.8m |
0.27% |
Added
+1.4k |
+1,393 |
| 30 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
23,29223.3k
$3.6m |
$3.6m |
0.01% |
Added
+349 |
+349 |
| 31 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
22,71622.7k
$3.5m |
$3.5m |
0.00% |
Added
+1.1k |
+1,094 |
| 32 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
21,05321.1k
$3.2m |
$3.2m |
0.00% |
Reduced
-16 |
-16 |
| 33 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
20,25420.3k
$3.1m |
$3.1m |
0.00% |
Reduced
-372 |
-372 |
| 34 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
18,72318.7k
$2.9m |
$2.9m |
0.00% |
Added
+1.6k |
+1,568 |
| 35 |
CAPITAL WEALTH MANAGEMENT, LLC
0.63% of their portfolio |
W. WARWICK, RI |
17,15817.2k
$2.6m |
$2.6m |
0.63% |
Added
+1.1k |
+1,122 |
| 36 |
Financial Engines Advisors L.L.C.
0.00% of their portfolio |
SANTA CLARA, CA |
17,14017.1k
$2.6m |
$2.6m |
0.00% |
Reduced
-2.9k |
-2,937 |
| 37 |
Veratis Advisors, Inc.
1.85% of their portfolio |
CARY, NC |
17,02717.0k
$2.6m |
$2.6m |
1.85% |
First filing |
|
| 38 |
STUDIO INVESTMENT MANAGEMENT LLC
0.41% of their portfolio |
CHICAGO, IL |
15,94215.9k
$2.4m |
$2.4m |
0.41% |
Reduced
-425 |
-425 |
| 39 |
Strategic Blueprint, LLC
0.12% of their portfolio |
ATLANTA, GA |
15,04615.0k
$2.3m |
$2.3m |
0.12% |
Added
+2.6k |
+2,575 |
| 40 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
14,44914.4k
$2.2m |
$2.2m |
0.01% |
Reduced
-572 |
-572 |
| 41 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
14,26514.3k
$2.2m |
$2.2m |
0.01% |
Added
+554 |
+554 |
| 42 |
GTS SECURITIES LLC
0.04% of their portfolio |
NEW YORK, NY |
13,40613.4k
$2.1m |
$2.1m |
0.04% |
Added
+8.9k |
+8,884 |
| 43 |
Tempo Wealth, LLC
0.30% of their portfolio |
INDEPENDENCE, OH |
13,12713.1k
$2.0m |
$2.0m |
0.30% |
Reduced
-26 |
-26 |
| 44 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
12,68112.7k
$1.9m |
$1.9m |
0.00% |
Added
+1.7k |
+1,671 |
| 45 |
St. Louis Trust Co
1.17% of their portfolio |
SAINT LOUIS, MO |
12,29012.3k
$11.4m |
$11.4m |
1.17% |
Unchanged |
|
| 46 |
Diversified Enterprises, LLC
0.09% of their portfolio |
Wilmington, DE |
12,22612.2k
$1.9m |
$1.9m |
0.09% |
Added
+1.5k |
+1,488 |
| 47 |
Bank of New Hampshire
0.36% of their portfolio |
LACONIA, NH |
11,39511.4k
$1.7m |
$1.7m |
0.36% |
Reduced
-1.5k |
-1,522 |
| 48 |
D.A. DAVIDSON & CO.
0.01% of their portfolio |
GREAT FALLS, MT |
11,23111.2k
$1.7m |
$1.7m |
0.01% |
Reduced
-249 |
-249 |
| 49 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.08% of their portfolio |
KOKOMO, IN |
10,72510.7k
$1.6m |
$1.6m |
0.08% |
Reduced
-491 |
-491 |
| 50 |
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.11% of their portfolio |
ST. LOUIS, MO |
10,58310.6k
$1.6m |
$1.6m |
0.11% |
Unchanged |
|
| 51 |
Kingsview Wealth Management, LLC
0.02% of their portfolio |
GRANTS PASS, OR |
10,56410.6k
$1.6m |
$1.6m |
0.02% |
Added
+3.6k |
+3,589 |
| 52 |
SILVERCREST ASSET MANAGEMENT GROUP LLC
0.01% of their portfolio |
NEW YORK, NY |
10,14810.1k
$1.6m |
$1.6m |
0.01% |
Reduced
-503 |
-503 |
| 53 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
9,2079.2k
$1.4m |
$1.4m |
0.00% |
Added
+298 |
+298 |
| 54 |
Crescent Sterling, Ltd.
1.26% of their portfolio |
METAIRIE, LA |
9,2079.2k
$1.4m |
$1.4m |
1.26% |
Added
+413 |
+413 |
| 55 |
Equitable Holdings, Inc.
0.01% of their portfolio |
NEW YORK, NY |
9,0899.1k
$1.4m |
$1.4m |
0.01% |
Reduced
-9.1k |
-9,126 |
| 56 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
9,0519.1k
$1.4m |
$1.4m |
0.00% |
Reduced
-236 |
-236 |
| 57 |
Del-Sette Capital Management, LLC
0.76% of their portfolio |
SCHENECTADY, NY |
8,4358.4k
$1.3m |
$1.3m |
0.76% |
Reduced
-42.4k |
-42,385 |
| 58 |
Sovran Advisors, LLC
0.09% of their portfolio |
SAN DIEGO, CA |
8,2988.3k
$1.2m |
$1.2m |
0.09% |
Added
+311 |
+311 |
| 59 |
ALEXANDER LABRUNERIE & CO., INC.
0.44% of their portfolio |
COLUMBIA, MO |
8,1968.2k
$1.3m |
$1.3m |
0.44% |
Unchanged |
|
| 60 |
Ackerman Capital Advisors, LLC
0.25% of their portfolio |
DALLAS, TX |
8,0958.1k
$1.2m |
$1.2m |
0.25% |
Reduced
-44 |
-44 |
| 61 |
RIVERSEDGE ADVISORS, LLC
0.16% of their portfolio |
Wilmington, DE |
7,9588.0k
$1.2m |
$1.2m |
0.16% |
Added
+155 |
+155 |
| 62 |
Summit Asset Management, LLC
0.16% of their portfolio |
MEMPHIS, TN |
7,9367.9k
$1.2m |
$1.2m |
0.16% |
Unchanged |
|
| 63 |
Vantus Wealth LLC
0.64% of their portfolio |
LANCASTER, PA |
7,8087.8k
$1.2m |
$1.2m |
0.64% |
First filing |
|
| 64 |
Junk Investment Group, LLC
0.52% of their portfolio |
HUNT VALLEY, MD |
7,6357.6k
$1.2m |
$1.2m |
0.52% |
Added
+6 |
+6 |
| 65 |
Advyzon Investment Management, LLC
0.08% of their portfolio |
LISLE, IL |
7,6217.6k
$1.2m |
$1.2m |
0.08% |
Added
+577 |
+577 |
| 66 |
Sierra Capital LLC
0.11% of their portfolio |
MIAMI, FL |
7,3747.4k
$1.1m |
$1.1m |
0.11% |
Added
+3 |
+3 |
| 67 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
7,1467.1k
$1.1m |
$1.1m |
0.00% |
Added
+1.2k |
+1,213 |
| 68 |
Brand Asset Management Group, Inc.
0.23% of their portfolio |
CHESTERFIELD, MO |
6,8566.9k
$1.1m |
$1.1m |
0.23% |
Added
+5 |
+5 |
| 69 |
Strategic Advocates LLC
3.85% of their portfolio |
SACRAMENTO, CA |
6,4836.5k
$994.6k |
$994.6k |
3.85% |
Reduced
-32 |
-32 |
| 70 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
6,3606.4k
$975.8k |
$975.8k |
0.01% |
Added
+110 |
+110 |
| 71 |
MGO ONE SEVEN LLC
0.01% of their portfolio |
Beachwood, OH |
5,8605.9k
$899.0k |
$899.0k |
0.01% |
Added
+191 |
+191 |
| 72 |
VIAWEALTH, LLC
0.45% of their portfolio |
Leawood, KS |
5,8025.8k
$890.2k |
$890.2k |
0.45% |
Reduced
-111 |
-111 |
| 73 |
Naviter Wealth, LLC
0.08% of their portfolio |
LITTLE ROCK, AR |
5,7785.8k
$886.5k |
$886.5k |
0.08% |
Unchanged |
|
| 74 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
5,2775.3k
$809.6k |
$809.6k |
0.00% |
Added
+3.3k |
+3,292 |
| 75 |
Savant Capital, LLC
0.00% of their portfolio |
ROCKFORD, IL |
5,1265.1k
$712.4k |
$712.4k |
0.00% |
Added
+2.6k |
+2,569 |
| 76 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
5,0865.1k
$780.4k |
$780.4k |
0.01% |
Reduced
-696 |
-696 |
| 77 |
SpringVest Wealth Management LLC
0.49% of their portfolio |
DALLAS, TX |
5,0665.1k
$777.2k |
$777.2k |
0.49% |
Unchanged |
|
| 78 |
Summit Financial, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
5,0555.1k
$775.5k |
$775.5k |
0.01% |
Reduced
-100 |
-100 |
| 79 |
Rodgers & Associates, LTD
0.07% of their portfolio |
Lancaster, PA |
4,7894.8k
$734.7k |
$734.7k |
0.07% |
Reduced
-179 |
-179 |
| 80 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
4,7044.7k
$721.7k |
$721.7k |
0.00% |
Unchanged |
|
| 81 |
Pacific Sun Financial Corp
0.29% of their portfolio |
LOS ANGELES, CA |
4,5974.6k
$705.3k |
$705.3k |
0.29% |
Added
+50 |
+50 |
| 82 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
4,5644.6k
$700.1k |
$700.1k |
0.01% |
Reduced
-379 |
-379 |
| 83 |
Cannell & Spears LLC
0.01% of their portfolio |
NEW YORK, NY |
4,3654.4k
$669.7k |
$669.7k |
0.01% |
Unchanged |
|
| 84 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
4,2094.2k
$645.8k |
$645.8k |
0.01% |
Added
+450 |
+450 |
| 85 |
Vanguard National Trust Co
0.04% of their portfolio |
MALVERN, PA |
4,2034.2k
$644.8k |
$644.8k |
0.04% |
Unchanged |
|
| 86 |
Livet Wealth, LLC
0.35% of their portfolio |
SALT LAKE CITY, UT |
3,9113.9k
$600.0k |
$600.0k |
0.35% |
Added
+7 |
+7 |
| 87 |
Advisor Resource Council
0.20% of their portfolio |
DALLAS, TX |
3,8553.9k
$586.3k |
$586.3k |
0.20% |
New |
|
| 88 |
Simplicity Wealth,LLC
0.02% of their portfolio |
SUMMIT, NJ |
3,7633.8k
$577.3k |
$577.3k |
0.02% |
Reduced
-2.6k |
-2,614 |
| 89 |
SILVERLAKE WEALTH MANAGEMENT LLC
0.11% of their portfolio |
WILLISTON, VT |
3,6503.6k
$559.9k |
$559.9k |
0.11% |
Added
+134 |
+134 |
| 90 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
3,6143.6k
$554.5k |
$554.5k |
0.00% |
Unchanged |
|
| 91 |
WASHINGTON CAPITAL MANAGEMENT, INC
0.35% of their portfolio |
SEATTLE, WA |
3,5003.5k
$537.0k |
$537.0k |
0.35% |
New |
|
| 92 |
Prospera Financial Services Inc
0.01% of their portfolio |
Dallas, TX |
3,4703.5k
$532.4k |
$532.4k |
0.01% |
Added
+3 |
+3 |
| 93 |
Beaird Harris Wealth Management, LLC
0.03% of their portfolio |
DALLAS, TX |
3,2123.2k
$492.8k |
$492.8k |
0.03% |
Added
+4 |
+4 |
| 94 |
Atlanta Consulting Group Advisors, LLC
0.08% of their portfolio |
ATLANTA, GA |
3,1853.2k
$488.6k |
$488.6k |
0.08% |
Unchanged |
|
| 95 |
Meridian Wealth Management, LLC
0.02% of their portfolio |
LEXINGTON, KY |
3,1703.2k
$486.4k |
$486.4k |
0.02% |
Added
+3 |
+3 |
| 96 |
Fund Evaluation Group, LLC
0.01% of their portfolio |
CINCINNATI, OH |
3,1553.2k
$484.1k |
$484.1k |
0.01% |
Added
+925 |
+925 |
| 97 |
Clark Capital Management Group, Inc.
0.00% of their portfolio |
PHILADELPHIA, PA |
3,0453.0k
$467.2k |
$467.2k |
0.00% |
Unchanged |
|
| 98 |
Pinnacle Financial Partners, Inc.
0.00% of their portfolio |
ATLANTA, GA |
2,8952.9k
$444.2k |
$444.2k |
0.00% |
New |
|
| 99 |
Archer Investment Corp
0.04% of their portfolio |
Carmel, IN |
2,8222.8k
$433.0k |
$433.0k |
0.04% |
Added
+1.4k |
+1,411 |
| 100 |
Heartwood Wealth Advisors LLC
0.03% of their portfolio |
RICHMOND, VA |
2,8092.8k
$431.0k |
$431.0k |
0.03% |
Added
+460 |
+460 |