| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.41% of their portfolio |
Berwyn, PA |
37,727,89037.7m
$1.5bn |
$1.5bn |
0.41% |
Added
+37.7m |
+37,657,235 |
| 2 |
LPL Financial LLC
0.12% of their portfolio |
FORT MILL, SC |
11,254,71111.3m
$462.1m |
$462.1m |
0.12% |
New |
|
| 3 |
JPMORGAN CHASE & CO
0.01% of their portfolio |
NEW YORK, NY |
5,227,2125.2m
$207.4m |
$207.4m |
0.01% |
New |
|
| 4 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
3,733,4583.7m
$153.3m |
$153.3m |
0.01% |
New |
|
| 5 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
3,723,5613.7m
$152.9m |
$152.9m |
0.00% |
Added
+3.5m |
+3,538,561 |
| 6 |
PARK AVENUE SECURITIES LLC
1.10% of their portfolio |
NEW YORK, NY |
3,433,2233.4m
$141.0m |
$141.0m |
1.10% |
New |
|
| 7 |
CWM, LLC
0.37% of their portfolio |
OMAHA, NE |
3,382,2663.4m
$138.9m |
$138.9m |
0.37% |
New |
|
| 8 |
Envestnet Portfolio Solutions, Inc.
0.75% of their portfolio |
BERWYN, PA |
3,304,3923.3m
$135.7m |
$135.7m |
0.75% |
Added
+3.3m |
+3,297,871 |
| 9 |
MML INVESTORS SERVICES, LLC
0.30% of their portfolio |
SPRINGFIELD, MA |
2,625,3012.6m
$107.8m |
$107.8m |
0.30% |
New |
|
| 10 |
Cetera Investment Advisers
0.09% of their portfolio |
SCHAUMBURG, IL |
1,962,0292.0m
$80.6m |
$80.6m |
0.09% |
New |
|
| 11 |
Bank of New York Mellon Corp
0.01% of their portfolio |
NEW YORK, NY |
1,789,3791.8m
$73.5m |
$73.5m |
0.01% |
New |
|
| 12 |
Janney Montgomery Scott LLC
0.18% of their portfolio |
PHILADELPHIA, PA |
1,786,2631.8m
$73.3m |
$73.3m |
0.18% |
New |
|
| 13 |
OneDigital Investment Advisors LLC
0.59% of their portfolio |
OVERLAND PARK, KS |
1,463,0921.5m
$60.1m |
$60.1m |
0.59% |
New |
|
| 14 |
JB Capital LLC
2.08% of their portfolio |
WETHERSFIELD, CT |
1,253,3001.3m
$51.5m |
$51.5m |
2.08% |
New |
|
| 15 |
NewEdge Advisors, LLC
0.15% of their portfolio |
NEW ORLEANS, LA |
980,497980.5k
$40.3m |
$40.3m |
0.15% |
New |
|
| 16 |
Sanctuary Advisors, LLC
0.22% of their portfolio |
INDIANAPOLIS, IN |
980,155980.2k
$40.2m |
$40.2m |
0.22% |
New |
|
| 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.22% of their portfolio |
IRVING, TX |
864,341864.3k
$35.5m |
$35.5m |
0.22% |
New |
|
| 18 |
Thrivent Financial for Lutherans
0.06% of their portfolio |
Minneapolis, MN |
806,696806.7k
$32.9m |
$32.9m |
0.06% |
New |
|
| 19 |
STIFEL FINANCIAL CORP
0.03% of their portfolio |
ST. LOUIS, MO |
704,827704.8k
$28.9m |
$28.9m |
0.03% |
New |
|
| 20 |
COMMONWEALTH EQUITY SERVICES, LLC
0.03% of their portfolio |
WALTHAM, MA |
598,405598.4k
$24.6m |
$24.6m |
0.03% |
New |
|
| 21 |
Atria Investments, Inc
0.23% of their portfolio |
Charlotte, NC |
503,621503.6k
$20.7m |
$20.7m |
0.23% |
New |
|
| 22 |
Cerity Partners LLC
0.03% of their portfolio |
NEW YORK, NY |
479,723479.7k
$19.7m |
$19.7m |
0.03% |
New |
|
| 23 |
AE Wealth Management LLC
0.11% of their portfolio |
TOPEKA, KS |
475,458475.5k
$19.5m |
$19.5m |
0.11% |
New |
|
| 24 |
Ascent Group, LLC
0.67% of their portfolio |
VIRGINIA BEACH, VA |
470,463470.5k
$19.3m |
$19.3m |
0.67% |
New |
|
| 25 |
Goldstein Advisors, LLC
2.11% of their portfolio |
Madison, WI |
462,830462.8k
$19.0m |
$19.0m |
2.11% |
New |
|
| 26 |
Icon Wealth Advisors, LLC
1.35% of their portfolio |
HOUSTON, TX |
442,160442.2k
$20.7m |
$20.7m |
1.35% |
New |
|
| 27 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
424,612424.6k
$17.4m |
$17.4m |
0.03% |
New |
|
| 28 |
CreativeOne Wealth, LLC
0.40% of their portfolio |
OVERLAND PARK, KS |
419,750419.8k
$17.2m |
$17.2m |
0.40% |
New |
|
| 29 |
TRUIST FINANCIAL CORP
0.02% of their portfolio |
CHARLOTTE, NC |
411,868411.9k
$17.3m |
$17.3m |
0.02% |
New |
|
| 30 |
Cambridge Investment Research Advisors, Inc.
0.04% of their portfolio |
FAIRFIELD, IA |
344,252344.3k
$14.1m |
$14.1m |
0.04% |
New |
|
| 31 |
Scarborough Advisors, LLC
1.39% of their portfolio |
ANNAPOLIS, MD |
309,648309.6k
$12.7m |
$12.7m |
1.39% |
New |
|
| 32 |
Sharkey, Howes & Javer
1.57% of their portfolio |
DENVER, CO |
284,414284.4k
$11.7m |
$11.7m |
1.57% |
New |
|
| 33 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
267,461267.5k
$11.0m |
$11.0m |
0.00% |
New |
|
| 34 |
Horst & Graben Wealth Management LLC
1.70% of their portfolio |
PORTLAND, OR |
263,701263.7k
$12.4m |
$12.4m |
1.70% |
New |
|
| 35 |
Orion Porfolio Solutions, LLC
0.09% of their portfolio |
OMAHA, NE |
254,851254.9k
$10.5m |
$10.5m |
0.09% |
New |
|
| 36 |
SteelPeak Wealth, LLC
0.30% of their portfolio |
WOODLAND HILLS, CA |
230,649230.6k
$9.5m |
$9.5m |
0.30% |
New |
|
| 37 |
One Wealth Advisors, LLC
1.11% of their portfolio |
SAN FRANCISCO, CA |
216,130216.1k
$8.9m |
$8.9m |
1.11% |
New |
|
| 38 |
BEACON FINANCIAL GROUP
0.88% of their portfolio |
DALLAS, TX |
214,494214.5k
$8.8m |
$8.8m |
0.88% |
New |
|
| 39 |
PAX Financial Group, LLC
1.36% of their portfolio |
SAN ANTONIO, TX |
194,419194.4k
$8.0m |
$8.0m |
1.36% |
New |
|
| 40 |
WEALTH ALLIANCE, LLC
0.75% of their portfolio |
MELLVILLE, NY |
184,592184.6k
$7.6m |
$7.6m |
0.75% |
New |
|
| 41 |
Keystone Financial Services
2.19% of their portfolio |
LOVELAND, CO |
181,525181.5k
$7.5m |
$7.5m |
2.19% |
New |
|
| 42 |
Pettinga Financial Advisors LLC
1.31% of their portfolio |
EVANSVILLE, IN |
169,230169.2k
$6.9m |
$6.9m |
1.31% |
New |
|
| 43 |
Kelly Financial Services LLC
1.67% of their portfolio |
BRAINTREE, MA |
168,755168.8k
$6.9m |
$6.9m |
1.67% |
New |
|
| 44 |
Security Financial Services, INC.
1.09% of their portfolio |
Fort Wayne, IN |
168,487168.5k
$6.9m |
$6.9m |
1.09% |
New |
|
| 45 |
Cypress Wealth Services, LLC
0.91% of their portfolio |
PALM DESERT, CA |
157,224157.2k
$6.5m |
$6.5m |
0.91% |
New |
|
| 46 |
Trek Financial, LLC
0.34% of their portfolio |
Scottsdale, AZ |
157,222157.2k
$6.5m |
$6.5m |
0.34% |
New |
|
| 47 |
PRINCIPAL SECURITIES, INC.
0.09% of their portfolio |
DES MOINES, IA |
155,678155.7k
$6.4m |
$6.4m |
0.09% |
New |
|
| 48 |
ONE Advisory Partners, LLC
1.95% of their portfolio |
OVERLAND PARK, KS |
154,106154.1k
$6.3m |
$6.3m |
1.95% |
New |
|
| 49 |
Gateway Wealth Partners, LLC
0.24% of their portfolio |
APPLETON, WI |
148,006148.0k
$6.1m |
$6.1m |
0.24% |
New |
|
| 50 |
SWMG, LLC
1.73% of their portfolio |
FORT WORTH, TX |
147,422147.4k
$6.1m |
$6.1m |
1.73% |
New |
|
| 51 |
Detalus Advisors, LLC
1.38% of their portfolio |
ST. LOUIS, MO |
146,685146.7k
$6.0m |
$6.0m |
1.38% |
New |
|
| 52 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
140,173140.2k
$5.9m |
$5.9m |
0.01% |
New |
|
| 53 |
Legacy Financial Group LLC
0.72% of their portfolio |
DES MOINES, IA |
139,058139.1k
$5.7m |
$5.7m |
0.72% |
New |
|
| 54 |
Buttonwood Financial Group, LLC
3.47% of their portfolio |
Kansas City, MO |
137,435137.4k
$5.6m |
$5.6m |
3.47% |
New |
|
| 55 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.11% of their portfolio |
SANDY, UT |
137,259137.3k
$6.4m |
$6.4m |
0.11% |
New |
|
| 56 |
&PARTNERS
0.03% of their portfolio |
NASHVILLE, TN |
136,873136.9k
$5.6m |
$5.6m |
0.03% |
New |
|
| 57 |
Regal Investment Advisors LLC
0.32% of their portfolio |
KENTWOOD, MI |
135,895135.9k
$5.6m |
$5.6m |
0.32% |
New |
|
| 58 |
Modern Wealth Management, LLC
0.10% of their portfolio |
KANSAS CITY, MO |
135,317135.3k
$5.6m |
$5.6m |
0.10% |
New |
|
| 59 |
Brookstone Capital Management
0.06% of their portfolio |
WHEATON, IL |
132,419132.4k
$5.4m |
$5.4m |
0.06% |
New |
|
| 60 |
Perigon Wealth Management, LLC
0.10% of their portfolio |
SAN FRANCISCO, CA |
127,476127.5k
$5.2m |
$5.2m |
0.10% |
New |
|
| 61 |
ASSETMARK, INC
0.01% of their portfolio |
CONCORD, CA |
120,782120.8k
$5.0m |
$5.0m |
0.01% |
New |
|
| 62 |
Archer Investment Management, LLC
2.07% of their portfolio |
AUSTIN, TX |
119,791119.8k
$4.9m |
$4.9m |
2.07% |
New |
|
| 63 |
Blue Trust, Inc.
0.05% of their portfolio |
BRENTWOOD, TN |
116,860116.9k
$4.8m |
$4.8m |
0.05% |
New |
|
| 64 |
Marks Group Wealth Management, Inc
0.46% of their portfolio |
MINNETONKA, MN |
115,819115.8k
$4.8m |
$4.8m |
0.46% |
New |
|
| 65 |
BCGM Wealth Management, LLC
1.19% of their portfolio |
LAFAYETTE, IN |
115,498115.5k
$4.7m |
$4.7m |
1.19% |
New |
|
| 66 |
Invst, LLC
0.53% of their portfolio |
INDIANAPOLIS, IN |
114,945114.9k
$4.7m |
$4.7m |
0.53% |
New |
|
| 67 |
Bay Harbor Wealth Management, LLC
1.17% of their portfolio |
Hunt Valley, MD |
110,021110.0k
$4.5m |
$4.5m |
1.17% |
New |
|
| 68 |
ShoreHaven Wealth Partners, LLC
1.61% of their portfolio |
Red Bank, NJ |
109,013109.0k
$4.5m |
$4.5m |
1.61% |
New |
|
| 69 |
TSA Wealth Managment LLC
1.41% of their portfolio |
HOUSTON, TX |
106,503106.5k
$4.4m |
$4.4m |
1.41% |
New |
|
| 70 |
Farther Finance Advisors, LLC
0.04% of their portfolio |
SAN FRANCISCO, CA |
105,939105.9k
$4.4m |
$4.4m |
0.04% |
New |
|
| 71 |
World Investment Advisors
0.07% of their portfolio |
LINCROFT, NJ |
103,114103.1k
$4.2m |
$4.2m |
0.07% |
New |
|
| 72 |
Capital Analysts, LLC
0.11% of their portfolio |
FORT WASHINGTON, PA |
99,90299.9k
$4.1m |
$4.1m |
0.11% |
New |
|
| 73 |
WealthShield Partners, LLC
0.44% of their portfolio |
CARY, NC |
96,34796.3k
$4.0m |
$4.0m |
0.44% |
New |
|
| 74 |
Merit Financial Group, LLC
0.03% of their portfolio |
ALPHARETTA, GA |
93,76593.8k
$3.9m |
$3.9m |
0.03% |
New |
|
| 75 |
Advyzon Investment Management, LLC
0.34% of their portfolio |
LISLE, IL |
92,41292.4k
$3.8m |
$3.8m |
0.34% |
New |
|
| 76 |
Gen-Wealth Partners Inc
1.18% of their portfolio |
ZEELAND, MI |
90,82290.8k
$3.7m |
$3.7m |
1.18% |
New |
|
| 77 |
Cobblestone Asset Management LLC
1.65% of their portfolio |
RICHMOND, VA |
89,36889.4k
$3.7m |
$3.7m |
1.65% |
New |
|
| 78 |
INDEPENDENT FINANCIAL GROUP, LLC
0.08% of their portfolio |
SAN DIEGO, CA |
89,28289.3k
$3.7m |
$3.7m |
0.08% |
New |
|
| 79 |
Waverly Advisors, LLC
0.03% of their portfolio |
BIRMINGHAM, AL |
86,30686.3k
$3.5m |
$3.5m |
0.03% |
New |
|
| 80 |
Embree Financial Group
0.41% of their portfolio |
Chicago, IL |
85,78385.8k
$3.5m |
$3.5m |
0.41% |
New |
|
| 81 |
Vertex Planning Partners, LLC
0.66% of their portfolio |
DOWNERS GROVE, IL |
82,64782.6k
$3.4m |
$3.4m |
0.66% |
New |
|
| 82 |
TWIN PEAKS WEALTH ADVISORS, LLC
0.85% of their portfolio |
SAN FRANCISCO, CA |
82,51282.5k
$3.4m |
$3.4m |
0.85% |
New |
|
| 83 |
Mayflower Financial Advisors, LLC
0.41% of their portfolio |
BOSTON, MA |
82,23982.2k
$3.4m |
$3.4m |
0.41% |
New |
|
| 84 |
Hobbs Wealth Management, LLC
3.33% of their portfolio |
ZIONSVILLE, IN |
81,84081.8k
$3.4m |
$3.4m |
3.33% |
New |
|
| 85 |
Steward Partners Investment Advisory, LLC
0.02% of their portfolio |
STAMFORD, CT |
81,67481.7k
$3.4m |
$3.4m |
0.02% |
New |
|
| 86 |
True Vision MN LLC
1.73% of their portfolio |
WOODBURY, MN |
81,59981.6k
$3.4m |
$3.4m |
1.73% |
New |
|
| 87 |
Integrated Wealth Concepts LLC
0.03% of their portfolio |
WALTHAM, MA |
81,19581.2k
$3.3m |
$3.3m |
0.03% |
New |
|
| 88 |
SigFig Wealth Management, LLC
0.10% of their portfolio |
SAN FRANCISCO, CA |
79,87779.9k
$3.3m |
$3.3m |
0.10% |
New |
|
| 89 |
Concurrent Investment Advisors, LLC
0.04% of their portfolio |
Tampa, FL |
78,30278.3k
$3.2m |
$3.2m |
0.04% |
New |
|
| 90 |
VestGen Advisors, LLC
0.11% of their portfolio |
CHICAGO, IL |
75,87375.9k
$3.8m |
$3.8m |
0.11% |
New |
|
| 91 |
Fifth Third Wealth Advisors LLC
0.10% of their portfolio |
Cincinnati, OH |
74,68274.7k
$3.1m |
$3.1m |
0.10% |
New |
|
| 92 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.07% of their portfolio |
DENVER, CO |
73,85673.9k
$3.0m |
$3.0m |
0.07% |
New |
|
| 93 |
RESOLUTE WEALTH ADVISOR, INC.
1.70% of their portfolio |
FINDLAY, OH |
72,87072.9k
$3.0m |
$3.0m |
1.70% |
First filing |
|
| 94 |
SWP FINANCIAL LLC
1.50% of their portfolio |
ENCINITAS, CA |
71,76571.8k
$2.9m |
$2.9m |
1.50% |
New |
|
| 95 |
LiftPoint Family Wealth Advisors LLC
2.38% of their portfolio |
FAR HILLS, NJ |
69,91469.9k
$2.9m |
$2.9m |
2.38% |
New |
|
| 96 |
LIBERTY WEALTH MANAGEMENT LLC
0.35% of their portfolio |
OAKLAND, CA |
68,51668.5k
$2.8m |
$2.8m |
0.35% |
New |
|
| 97 |
Daviman Financial, LLC
1.66% of their portfolio |
FISHERS, IN |
68,39268.4k
$2.8m |
$2.8m |
1.66% |
New |
|
| 98 |
U.S. Capital Wealth Advisors, LLC
0.07% of their portfolio |
AUSTIN, TX |
66,68366.7k
$2.7m |
$2.7m |
0.07% |
New |
|
| 99 |
Quadrant Private Wealth Management, LLC
0.42% of their portfolio |
Center Valley, PA |
66,29266.3k
$2.7m |
$2.7m |
0.42% |
New |
|
| 100 |
Advisory Services Network, LLC
0.04% of their portfolio |
ATLANTA, GA |
66,20466.2k
$2.7m |
$2.7m |
0.04% |
New |
|