| 1 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
908,339908.3k
$43.1m |
$43.1m |
0.01% |
Added
+194.2k |
+194,228 |
| 2 |
Horizon Wealth Management, LLC
2.17% of their portfolio |
LA GRANGE, IL |
358,681358.7k
$17.0m |
$17.0m |
2.17% |
Reduced
-191.4k |
-191,412 |
| 3 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
328,108328.1k
$15.6m |
$15.6m |
0.00% |
Added
+46.1k |
+46,068 |
| 4 |
Kestra Advisory Services, LLC
0.05% of their portfolio |
AUSTIN, TX |
300,517300.5k
$14.3m |
$14.3m |
0.05% |
Added
+19.5k |
+19,515 |
| 5 |
Hancock Prospecting Pty Ltd
0.23% of their portfolio |
West Perth, C3 |
274,505274.5k
$13.0m |
$13.0m |
0.23% |
Unchanged |
|
| 6 |
Advisory Services Network, LLC
0.15% of their portfolio |
ATLANTA, GA |
269,989270.0k
$12.8m |
$12.8m |
0.15% |
Reduced
-2.6k |
-2,650 |
| 7 |
Quattro Advisors LLC
7.86% of their portfolio |
PITTSBURGH, PA |
248,971249.0k
$11.8m |
$11.8m |
7.86% |
Reduced
-3.5k |
-3,527 |
| 8 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
240,093240.1k
$11.4m |
$11.4m |
0.02% |
Reduced
-160.2k |
-160,229 |
| 9 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
227,293227.3k
$10.4m |
$10.4m |
0.00% |
Reduced
-30.4k |
-30,409 |
| 10 |
JANE STREET GROUP, LLC
0.01% of their portfolio |
NEW YORK, NY |
204,190204.2k
$9.7m |
$9.7m |
0.01% |
New |
|
| 11 |
Advocacy Wealth Management, LLC
0.34% of their portfolio |
ATLANTA, GA |
198,529198.5k
$9.4m |
$9.4m |
0.34% |
Reduced
-28.6k |
-28,550 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
181,413181.4k
$8.6m |
$8.6m |
0.00% |
Added
+61.1k |
+61,097 |
| 13 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
141,218141.2k
$6.7m |
$6.7m |
0.00% |
Reduced
-18.2k |
-18,215 |
| 14 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
120,269120.3k
$5.7m |
$5.7m |
0.01% |
Added
+2.1k |
+2,054 |
| 15 |
Prospera Financial Services Inc
0.07% of their portfolio |
Dallas, TX |
100,127100.1k
$4.8m |
$4.8m |
0.07% |
Added
+683 |
+683 |
| 16 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
99,55799.6k
$4.7m |
$4.7m |
0.01% |
Added
+5.5k |
+5,488 |
| 17 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
95,22695.2k
$4.5m |
$4.5m |
0.01% |
Reduced
-8.6k |
-8,587 |
| 18 |
Perigon Wealth Management, LLC
0.06% of their portfolio |
SAN FRANCISCO, CA |
83,93483.9k
$4.0m |
$4.0m |
0.06% |
Added
+459 |
+459 |
| 19 |
Tradition Wealth Management, LLC
0.23% of their portfolio |
EDINA, MN |
78,52578.5k
$3.7m |
$3.7m |
0.23% |
Added
+6.6k |
+6,643 |
| 20 |
Berbice Capital Management LLC
1.84% of their portfolio |
MELVILLE, NY |
74,95975.0k
$3.6m |
$3.6m |
1.84% |
Added
+48.7k |
+48,719 |
| 21 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
70,63970.6k
$3.4m |
$3.4m |
0.01% |
Reduced
-22.9k |
-22,875 |
| 22 |
AdvisorNet Financial, Inc
0.15% of their portfolio |
MINNETONKA, MN |
70,34570.3k
$3.3m |
$3.3m |
0.15% |
Reduced
-496 |
-496 |
| 23 |
CLG LLC
0.72% of their portfolio |
Long Beach, CA |
68,75668.8k
$3.3m |
$3.3m |
0.72% |
New |
|
| 24 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
65,32065.3k
$3.1m |
$3.1m |
0.00% |
Added
+304 |
+304 |
| 25 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
63,66363.7k
$3.0m |
$3.0m |
0.01% |
Reduced
-1.9k |
-1,893 |
| 26 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
60,03460.0k
$2.8m |
$2.8m |
0.00% |
Added
+12.5k |
+12,546 |
| 27 |
Integrated Advisors Network LLC
0.12% of their portfolio |
DALLAS, TX |
55,41355.4k
$2.6m |
$2.6m |
0.12% |
Added
+29.7k |
+29,678 |
| 28 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
55,23655.2k
$2.6m |
$2.6m |
0.00% |
Added
+29.6k |
+29,612 |
| 29 |
WADDELL & ASSOCIATES, LLC
0.13% of their portfolio |
MEMPHIS, TN |
54,09954.1k
$2.6m |
$2.6m |
0.13% |
Added
+878 |
+878 |
| 30 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
49,50649.5k
$2.4m |
$2.4m |
0.01% |
Reduced
-4.8k |
-4,788 |
| 31 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.10% of their portfolio |
KOKOMO, IN |
45,50845.5k
$2.2m |
$2.2m |
0.10% |
Added
+3.4k |
+3,356 |
| 32 |
Modern Wealth Management, LLC
0.02% of their portfolio |
KANSAS CITY, MO |
32,09532.1k
$1.5m |
$1.5m |
0.02% |
New |
|
| 33 |
MARSHALL WACE, LLP
0.00% of their portfolio |
LONDON, X0 |
31,42031.4k
$1.5m |
$1.5m |
0.00% |
New |
|
| 34 |
NWAM LLC
0.07% of their portfolio |
MERCER ISLAND, WA |
28,70928.7k
$1.4m |
$1.4m |
0.07% |
Added
+2.3k |
+2,346 |
| 35 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
27,05227.1k
$1.3m |
$1.3m |
0.00% |
Added
+10.5k |
+10,511 |
| 36 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
24,26024.3k
$1.2m |
$1.2m |
0.00% |
Added
+179 |
+179 |
| 37 |
Belpointe Asset Management LLC
0.04% of their portfolio |
RENO, NV |
23,49923.5k
$1.1m |
$1.1m |
0.04% |
Reduced
-1.5k |
-1,510 |
| 38 |
INDEPENDENT FINANCIAL GROUP, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
22,60222.6k
$1.1m |
$1.1m |
0.02% |
New |
|
| 39 |
Clearstead Advisors, LLC
0.01% of their portfolio |
CLEVELAND, OH |
22,05022.1k
$1.0m |
$1.0m |
0.01% |
Added
+4.9k |
+4,900 |
| 40 |
Bison Wealth, LLC
0.09% of their portfolio |
ATLANTA, GA |
21,35021.4k
$936.0k |
$936.0k |
0.09% |
Reduced
-1.5k |
-1,513 |
| 41 |
Kovack Advisors, Inc.
0.05% of their portfolio |
FT. LAUDERDALE, FL |
20,59720.6k
$956.9k |
$956.9k |
0.05% |
Added
+12.5k |
+12,518 |
| 42 |
WMG Financial Advisors, LLC
0.36% of their portfolio |
Knoxville, TN |
20,33520.3k
$965.3k |
$965.3k |
0.36% |
Added
+4.2k |
+4,200 |
| 43 |
Ausdal Financial Partners, Inc.
0.04% of their portfolio |
Davenport, IA |
19,84519.8k
$942.0k |
$942.0k |
0.04% |
Added
+243 |
+243 |
| 44 |
Solstein Capital, LLC
0.31% of their portfolio |
Menlo Park, CA |
18,78118.8k
$891.5k |
$891.5k |
0.31% |
New |
|
| 45 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
18,43118.4k
$874.9k |
$874.9k |
0.00% |
Added
+5.1k |
+5,108 |
| 46 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
17,40017.4k
$826.0k |
$826.0k |
0.00% |
Added
+145 |
+145 |
| 47 |
SWEENEY & MICHEL, LLC
0.18% of their portfolio |
CHICO, CA |
16,83416.8k
$692.9k |
$692.9k |
0.18% |
Reduced
-104 |
-104 |
| 48 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
16,78416.8k
$796.7k |
$796.7k |
0.01% |
Added
+298 |
+298 |
| 49 |
INTEGRITY ALLIANCE, LLC.
0.02% of their portfolio |
Urbandale, IA |
16,03916.0k
$761.4k |
$761.4k |
0.02% |
Added
+699 |
+699 |
| 50 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
16,00216.0k
$759.6k |
$759.6k |
0.00% |
Added
+1.0k |
+1,001 |
| 51 |
Waldron Private Wealth LLC
0.03% of their portfolio |
BRIDGEVILLE, PA |
15,62115.6k
$741.5k |
$741.5k |
0.03% |
Unchanged |
|
| 52 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
15,54515.5k
$737.9k |
$737.9k |
0.00% |
Reduced
-72 |
-72 |
| 53 |
GFS Advisors, LLC
0.09% of their portfolio |
HOUSTON, TX |
15,23215.2k
$1.8m |
$1.8m |
0.09% |
New |
|
| 54 |
Bryn Mawr Trust Advisors, LLC
0.03% of their portfolio |
PHILADELPHIA, PA |
12,60512.6k
$598.4k |
$598.4k |
0.03% |
Reduced
-415 |
-415 |
| 55 |
Gateway Wealth Partners, LLC
0.03% of their portfolio |
APPLETON, WI |
11,36211.4k
$539.3k |
$539.3k |
0.03% |
Reduced
-11.7k |
-11,740 |
| 56 |
OXFORD FINANCIAL GROUP, LTD. LLC
0.02% of their portfolio |
INDIANAPOLIS, IN |
9,8549.9k
$467.8k |
$467.8k |
0.02% |
Unchanged |
|
| 57 |
Western Wealth Management, LLC
0.02% of their portfolio |
GOLDEN, CO |
9,8289.8k
$466.5k |
$466.5k |
0.02% |
Reduced
-359 |
-359 |
| 58 |
Tulsa Wealth Advisors, INC
0.07% of their portfolio |
TULSA, OK |
9,8279.8k
$466.5k |
$466.5k |
0.07% |
Added
+230 |
+230 |
| 59 |
Evanson Financial, LLC
0.02% of their portfolio |
MCLEAN, VA |
9,5659.6k
$454.1k |
$454.1k |
0.02% |
First filing |
|
| 60 |
Acorn Wealth Advisors, LLC
0.11% of their portfolio |
Grand Blanc, MI |
9,1329.1k
$433.5k |
$433.5k |
0.11% |
New |
|
| 61 |
HighPoint Advisor Group LLC
0.02% of their portfolio |
DOWNERS GROVE, IL |
9,1309.1k
$433.4k |
$433.4k |
0.02% |
Added
+129 |
+129 |
| 62 |
COFG Advisors, LLC
0.07% of their portfolio |
OAK BROOK, IL |
9,0459.0k
$429.4k |
$429.4k |
0.07% |
Reduced
-241 |
-241 |
| 63 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02% of their portfolio |
ORLANDO, FL |
8,9859.0k
$404.4k |
$404.4k |
0.02% |
Added
+6.5k |
+6,500 |
| 64 |
Wealthcare Advisory Partners LLC
0.01% of their portfolio |
WEST CHESTER, PA |
8,9809.0k
$426.3k |
$426.3k |
0.01% |
Unchanged |
|
| 65 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
8,9348.9k
$424.1k |
$424.1k |
0.00% |
Reduced
-437 |
-437 |
| 66 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
8,8508.8k
$420.1k |
$420.1k |
0.00% |
Added
+384 |
+384 |
| 67 |
Procyon Advisors, LLC
0.02% of their portfolio |
SHELTON, CT |
8,5158.5k
$404.2k |
$404.2k |
0.02% |
New |
|
| 68 |
Key Financial Inc
0.07% of their portfolio |
WEST CHESTER, PA |
8,4798.5k
$402.5k |
$402.5k |
0.07% |
Reduced
-891 |
-891 |
| 69 |
W.H. Cornerstone Investments Inc.
0.22% of their portfolio |
KINGSTON, MA |
8,3818.4k
$397.8k |
$397.8k |
0.22% |
Unchanged |
|
| 70 |
Geneos Wealth Management Inc.
0.01% of their portfolio |
ENGLEWOOD, CO |
8,1258.1k
$385.7k |
$385.7k |
0.01% |
Unchanged |
|
| 71 |
Cerity Partners LLC
0.00% of their portfolio |
NEW YORK, NY |
7,9347.9k
$376.6k |
$376.6k |
0.00% |
Unchanged |
|
| 72 |
Clearwater Capital Advisors, LLC
0.03% of their portfolio |
HOFFMAN ESTATES, IL |
7,9147.9k
$375.7k |
$375.7k |
0.03% |
Unchanged |
|
| 73 |
Strategic Blueprint, LLC
0.02% of their portfolio |
ATLANTA, GA |
7,7417.7k
$367.5k |
$367.5k |
0.02% |
New |
|
| 74 |
Sherman Asset Management, Inc.
0.26% of their portfolio |
VENTURA, CA |
7,1667.2k
$340.2k |
$340.2k |
0.26% |
Added
+5.5k |
+5,491 |
| 75 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
6,9947.0k
$332.0k |
$332.0k |
0.01% |
New |
|
| 76 |
GWN SECURITIES INC.
0.06% of their portfolio |
Palm Beach Gardens, FL |
6,9647.0k
$330.6k |
$330.6k |
0.06% |
New |
|
| 77 |
INSIGNEO ADVISORY SERVICES, LLC
0.01% of their portfolio |
MIAMI, FL |
6,9396.9k
$329.4k |
$329.4k |
0.01% |
New |
|
| 78 |
Capital Investment Counsel, LLC
0.04% of their portfolio |
DENVER, CO |
6,9356.9k
$329.2k |
$329.2k |
0.04% |
New |
|
| 79 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.01% of their portfolio |
LONG BEACH, CA |
6,9226.9k
$328.6k |
$328.6k |
0.01% |
Unchanged |
|
| 80 |
Valmark Advisers, Inc.
0.00% of their portfolio |
AKRON, OH |
6,9116.9k
$328.1k |
$328.1k |
0.00% |
Reduced
-16.2k |
-16,210 |
| 81 |
Fox Hill Wealth Management
0.13% of their portfolio |
DEDHAM, MA |
6,8996.9k
$327.5k |
$327.5k |
0.13% |
New |
|
| 82 |
Ashton Thomas Private Wealth, LLC
0.01% of their portfolio |
SCOTTSDALE, AZ |
6,8836.9k
$326.8k |
$326.8k |
0.01% |
Reduced
-714 |
-714 |
| 83 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
6,8226.8k
$323.8k |
$323.8k |
0.00% |
New |
|
| 84 |
Oxinas Partners, LLC
0.13% of their portfolio |
JEFFERSONVILLE, IN |
6,7166.7k
$318.8k |
$318.8k |
0.13% |
New |
|
| 85 |
Provident Wealth Management, LLC
0.08% of their portfolio |
BRENTWOOD, TN |
6,7156.7k
$318.8k |
$318.8k |
0.08% |
Reduced
-419 |
-419 |
| 86 |
MRA Advisory Group
0.12% of their portfolio |
PARSIPPANY, NJ |
6,7096.7k
$318.5k |
$318.5k |
0.12% |
New |
|
| 87 |
Garrett Wealth Advisory Group, LLC
0.05% of their portfolio |
WEATHERFORD, TX |
6,6986.7k
$318.0k |
$318.0k |
0.05% |
New |
|
| 88 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
6,6446.6k
$315.4k |
$315.4k |
0.00% |
Added
+6.1k |
+6,120 |
| 89 |
Savant Capital, LLC
0.00% of their portfolio |
ROCKFORD, IL |
6,5306.5k
$247.2k |
$247.2k |
0.00% |
New |
|
| 90 |
PEDDOCK CAPITAL ADVISORS, LLC
0.06% of their portfolio |
BRAINTREE, MA |
6,2556.3k
$296.9k |
$296.9k |
0.06% |
New |
|
| 91 |
Argent Trust Co
0.01% of their portfolio |
NASHVILLE, TN |
6,0876.1k
$288.9k |
$288.9k |
0.01% |
New |
|
| 92 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
5,7915.8k
$274.9k |
$274.9k |
0.00% |
New |
|
| 93 |
MidFirst Bank
0.02% of their portfolio |
DENVER, CO |
5,7645.8k
$273.6k |
$273.6k |
0.02% |
Unchanged |
|
| 94 |
Cascade Financial Partners, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
5,6915.7k
$270.2k |
$270.2k |
0.02% |
New |
|
| 95 |
Smartleaf Asset Management LLC
0.01% of their portfolio |
BOSTON, MA |
5,6485.6k
$258.6k |
$258.6k |
0.01% |
Unchanged |
|
| 96 |
Barry Investment Advisors, LLC
0.06% of their portfolio |
NEW BEDFORD, MA |
5,6015.6k
$265.9k |
$265.9k |
0.06% |
New |
|
| 97 |
FLAGSHIP HARBOR ADVISORS, LLC
0.01% of their portfolio |
BOSTON, MA |
5,5285.5k
$262.4k |
$262.4k |
0.01% |
New |
|
| 98 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
5,5155.5k
$261.8k |
$261.8k |
0.00% |
New |
|
| 99 |
CARY STREET PARTNERS FINANCIAL LLC
0.01% of their portfolio |
RICHMOND, VA |
5,5155.5k
$261.8k |
$261.8k |
0.01% |
New |
|
| 100 |
TRANSCEND CAPITAL ADVISORS, LLC
0.02% of their portfolio |
MADISON, NJ |
5,4795.5k
$260.1k |
$260.1k |
0.02% |
New |
|