| 1 |
ENVESTNET ASSET MANAGEMENT INC
0.49% of their portfolio |
Berwyn, PA |
40,809,14740.8m
$2.1bn |
$2.1bn |
0.49% |
Added
+3.1m |
+3,081,257 |
| 2 |
LPL Financial LLC
0.17% of their portfolio |
FORT MILL, SC |
14,922,97614.9m
$751.7m |
$751.7m |
0.17% |
Added
+3.7m |
+3,668,265 |
| 3 |
BlackRock, Inc.
0.01% of their portfolio |
New York, NY |
8,463,0088.5m
$426.3m |
$426.3m |
0.01% |
Added
+4.7m |
+4,739,447 |
| 4 |
JPMORGAN CHASE & CO
0.02% of their portfolio |
NEW YORK, NY |
5,837,1895.8m
$291.4m |
$291.4m |
0.02% |
Added
+610.0k |
+609,977 |
| 5 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
4,589,0284.6m
$231.1m |
$231.1m |
0.01% |
Added
+855.6k |
+855,570 |
| 6 |
PARK AVENUE SECURITIES LLC
1.16% of their portfolio |
NEW YORK, NY |
3,684,7743.7m
$185.6m |
$185.6m |
1.16% |
Added
+251.6k |
+251,551 |
| 7 |
MML INVESTORS SERVICES, LLC
0.35% of their portfolio |
SPRINGFIELD, MA |
3,450,0853.5m
$173.8m |
$173.8m |
0.35% |
Added
+824.8k |
+824,784 |
| 8 |
Envestnet Portfolio Solutions, Inc.
0.83% of their portfolio |
BERWYN, PA |
3,426,2933.4m
$172.6m |
$172.6m |
0.83% |
Added
+121.9k |
+121,901 |
| 9 |
Cetera Investment Advisers
0.12% of their portfolio |
SCHAUMBURG, IL |
2,644,5242.6m
$133.2m |
$133.2m |
0.12% |
Added
+682.5k |
+682,495 |
| 10 |
BANK OF AMERICA CORP /DE/
0.01% of their portfolio |
CHARLOTTE, NC |
2,472,0592.5m
$124.5m |
$124.5m |
0.01% |
New |
|
| 11 |
Janney Montgomery Scott LLC
0.20% of their portfolio |
PHILADELPHIA, PA |
2,069,4732.1m
$104.2m |
$104.2m |
0.20% |
Added
+283.2k |
+283,210 |
| 12 |
Bank of New York Mellon Corp
0.02% of their portfolio |
NEW YORK, NY |
2,015,4012.0m
$101.5m |
$101.5m |
0.02% |
Added
+226.0k |
+226,022 |
| 13 |
OneDigital Investment Advisors LLC
0.63% of their portfolio |
OVERLAND PARK, KS |
1,484,0851.5m
$74.8m |
$74.8m |
0.63% |
Added
+21.0k |
+20,993 |
| 14 |
JB Capital LLC
2.41% of their portfolio |
WETHERSFIELD, CT |
1,379,3571.4m
$69.5m |
$69.5m |
2.41% |
Added
+126.1k |
+126,057 |
| 15 |
Sanctuary Advisors, LLC
0.28% of their portfolio |
INDIANAPOLIS, IN |
1,176,9841.2m
$59.3m |
$59.3m |
0.28% |
Added
+196.8k |
+196,829 |
| 16 |
NewEdge Advisors, LLC
0.17% of their portfolio |
NEW ORLEANS, LA |
1,108,3171.1m
$55.8m |
$55.8m |
0.17% |
Added
+127.8k |
+127,820 |
| 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.26% of their portfolio |
IRVING, TX |
936,830936.8k
$47.2m |
$47.2m |
0.26% |
Added
+72.5k |
+72,489 |
| 18 |
Thrivent Financial for Lutherans
0.08% of their portfolio |
Minneapolis, MN |
891,956892.0k
$44.9m |
$44.9m |
0.08% |
Added
+85.3k |
+85,260 |
| 19 |
Cambridge Investment Research Advisors, Inc.
0.05% of their portfolio |
FAIRFIELD, IA |
869,228869.2k
$43.8m |
$43.8m |
0.05% |
Added
+525.0k |
+524,976 |
| 20 |
STIFEL FINANCIAL CORP
0.04% of their portfolio |
ST. LOUIS, MO |
868,266868.3k
$43.7m |
$43.7m |
0.04% |
Added
+163.4k |
+163,439 |
| 21 |
OSAIC HOLDINGS, INC.
0.05% of their portfolio |
SCOTTSDALE, AZ |
829,373829.4k
$41.8m |
$41.8m |
0.05% |
Added
+404.8k |
+404,761 |
| 22 |
COMMONWEALTH EQUITY SERVICES, LLC
0.05% of their portfolio |
WALTHAM, MA |
795,866795.9k
$40.1m |
$40.1m |
0.05% |
Added
+197.5k |
+197,461 |
| 23 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
581,949581.9k
$29.3m |
$29.3m |
0.01% |
New |
|
| 24 |
Atria Investments, Inc
0.29% of their portfolio |
Charlotte, NC |
571,082571.1k
$28.8m |
$28.8m |
0.29% |
Added
+67.5k |
+67,461 |
| 25 |
Cerity Partners LLC
0.03% of their portfolio |
NEW YORK, NY |
524,753524.8k
$26.4m |
$26.4m |
0.03% |
Added
+45.0k |
+45,030 |
| 26 |
AE Wealth Management LLC
0.12% of their portfolio |
TOPEKA, KS |
494,328494.3k
$24.9m |
$24.9m |
0.12% |
Added
+18.9k |
+18,870 |
| 27 |
Icon Wealth Advisors, LLC
1.45% of their portfolio |
HOUSTON, TX |
479,110479.1k
$24.1m |
$24.1m |
1.45% |
Added
+37.0k |
+36,950 |
| 28 |
Ascent Group, LLC
0.71% of their portfolio |
VIRGINIA BEACH, VA |
472,934472.9k
$23.8m |
$23.8m |
0.71% |
Added
+2.5k |
+2,471 |
| 29 |
Goldstein Advisors, LLC
2.18% of their portfolio |
Madison, WI |
472,740472.7k
$23.8m |
$23.8m |
2.18% |
Added
+9.9k |
+9,910 |
| 30 |
TRUIST FINANCIAL CORP
0.03% of their portfolio |
CHARLOTTE, NC |
449,953450.0k
$22.7m |
$22.7m |
0.03% |
Added
+38.1k |
+38,085 |
| 31 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
408,780408.8k
$20.6m |
$20.6m |
0.00% |
Added
+141.3k |
+141,319 |
| 32 |
CreativeOne Wealth, LLC
0.44% of their portfolio |
OVERLAND PARK, KS |
407,129407.1k
$20.5m |
$20.5m |
0.44% |
Reduced
-12.6k |
-12,621 |
| 33 |
Sharkey, Howes & Javer
2.44% of their portfolio |
DENVER, CO |
400,374400.4k
$20.2m |
$20.2m |
2.44% |
Added
+116.0k |
+115,960 |
| 34 |
MGO ONE SEVEN LLC
0.26% of their portfolio |
Beachwood, OH |
307,928307.9k
$15.5m |
$15.5m |
0.26% |
Added
+242.3k |
+242,257 |
| 35 |
Stone House Investment Management, LLC
2.03% of their portfolio |
TUNKHANNOCK, PA |
302,709302.7k
$15.2m |
$15.2m |
2.03% |
New |
|
| 36 |
Ameritas Advisory Services, LLC
0.30% of their portfolio |
Lincoln, NE |
296,803296.8k
$14.9m |
$14.9m |
0.30% |
Added
+261.9k |
+261,883 |
| 37 |
BEACON FINANCIAL GROUP
1.36% of their portfolio |
DALLAS, TX |
296,571296.6k
$14.9m |
$14.9m |
1.36% |
Added
+82.1k |
+82,077 |
| 38 |
Arax Advisory Partners
0.10% of their portfolio |
NEW YORK, NY |
291,470291.5k
$14.7m |
$14.7m |
0.10% |
Added
+288.8k |
+288,756 |
| 39 |
Orion Porfolio Solutions, LLC
0.11% of their portfolio |
OMAHA, NE |
287,976288.0k
$14.5m |
$14.5m |
0.11% |
Added
+33.1k |
+33,125 |
| 40 |
Horst & Graben Wealth Management LLC
1.82% of their portfolio |
PORTLAND, OR |
275,429275.4k
$13.8m |
$13.8m |
1.82% |
Added
+11.7k |
+11,728 |
| 41 |
KWB Wealth
1.16% of their portfolio |
REDLANDS, CA |
268,262268.3k
$13.5m |
$13.5m |
1.16% |
New |
|
| 42 |
&PARTNERS
0.06% of their portfolio |
NASHVILLE, TN |
266,318266.3k
$13.6m |
$13.6m |
0.06% |
Added
+129.4k |
+129,445 |
| 43 |
SteelPeak Wealth, LLC
0.35% of their portfolio |
WOODLAND HILLS, CA |
262,934262.9k
$13.2m |
$13.2m |
0.35% |
Added
+32.3k |
+32,285 |
| 44 |
Marks Group Wealth Management, Inc
1.15% of their portfolio |
MINNETONKA, MN |
262,154262.2k
$13.2m |
$13.2m |
1.15% |
Added
+146.3k |
+146,335 |
| 45 |
Vestmark Advisory Solutions, Inc.
0.12% of their portfolio |
Wakefield, MA |
256,317256.3k
$12.9m |
$12.9m |
0.12% |
Added
+223.4k |
+223,435 |
| 46 |
Shepherd Financial Partners LLC
1.03% of their portfolio |
WINCHESTER, MA |
248,810248.8k
$12.5m |
$12.5m |
1.03% |
New |
|
| 47 |
INTEGRITY ALLIANCE, LLC.
0.36% of their portfolio |
Urbandale, IA |
228,196228.2k
$11.5m |
$11.5m |
0.36% |
New |
|
| 48 |
Vise Technologies, Inc.
0.13% of their portfolio |
NEW YORK, NY |
228,141228.1k
$11.5m |
$11.5m |
0.13% |
New |
|
| 49 |
One Wealth Advisors, LLC
1.26% of their portfolio |
SAN FRANCISCO, CA |
225,726225.7k
$11.4m |
$11.4m |
1.26% |
Added
+9.6k |
+9,596 |
| 50 |
Capital Analysts, LLC
0.25% of their portfolio |
FORT WASHINGTON, PA |
216,925216.9k
$10.9m |
$10.9m |
0.25% |
Added
+117.0k |
+117,023 |
| 51 |
PAX Financial Group, LLC
1.57% of their portfolio |
SAN ANTONIO, TX |
209,573209.6k
$10.6m |
$10.6m |
1.57% |
Added
+15.2k |
+15,154 |
| 52 |
Equitable Holdings, Inc.
0.06% of their portfolio |
NEW YORK, NY |
208,954209.0k
$10.5m |
$10.5m |
0.06% |
New |
|
| 53 |
Farther Finance Advisors, LLC
0.08% of their portfolio |
SAN FRANCISCO, CA |
204,125204.1k
$10.3m |
$10.3m |
0.08% |
Added
+98.2k |
+98,186 |
| 54 |
Keystone Financial Services
2.62% of their portfolio |
LOVELAND, CO |
202,072202.1k
$10.2m |
$10.2m |
2.62% |
Added
+20.5k |
+20,547 |
| 55 |
WEALTH ALLIANCE, LLC
0.83% of their portfolio |
MELLVILLE, NY |
197,016197.0k
$9.9m |
$9.9m |
0.83% |
Added
+12.4k |
+12,424 |
| 56 |
Trek Financial, LLC
0.48% of their portfolio |
Scottsdale, AZ |
192,817192.8k
$9.7m |
$9.7m |
0.48% |
Added
+35.6k |
+35,595 |
| 57 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
186,543186.5k
$9.4m |
$9.4m |
0.03% |
Added
+128.1k |
+128,051 |
| 58 |
Pettinga Financial Advisors LLC
1.50% of their portfolio |
EVANSVILLE, IN |
185,757185.8k
$9.4m |
$9.4m |
1.50% |
Added
+16.5k |
+16,527 |
| 59 |
Steward Partners Investment Advisory, LLC
0.05% of their portfolio |
STAMFORD, CT |
179,157179.2k
$9.0m |
$9.0m |
0.05% |
Added
+97.5k |
+97,483 |
| 60 |
SWMG, LLC
2.10% of their portfolio |
FORT WORTH, TX |
178,642178.6k
$8.9m |
$8.9m |
2.10% |
Added
+31.2k |
+31,220 |
| 61 |
PRINCIPAL SECURITIES, INC.
0.11% of their portfolio |
DES MOINES, IA |
175,876175.9k
$8.9m |
$8.9m |
0.11% |
Added
+20.2k |
+20,198 |
| 62 |
Global Retirement Partners, LLC
0.13% of their portfolio |
San Rafael, CA |
171,662171.7k
$8.6m |
$8.6m |
0.13% |
First filing |
|
| 63 |
Modern Wealth Management, LLC
0.10% of their portfolio |
KANSAS CITY, MO |
170,065170.1k
$8.6m |
$8.6m |
0.10% |
Added
+34.7k |
+34,748 |
| 64 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
169,730169.7k
$8.5m |
$8.5m |
0.01% |
Added
+29.6k |
+29,557 |
| 65 |
Cypress Wealth Services, LLC
1.04% of their portfolio |
PALM DESERT, CA |
167,959168.0k
$8.5m |
$8.5m |
1.04% |
Added
+10.7k |
+10,735 |
| 66 |
Embree Financial Group
0.84% of their portfolio |
Chicago, IL |
165,546165.5k
$8.3m |
$8.3m |
0.84% |
Added
+79.8k |
+79,763 |
| 67 |
Kilter Group LLC
2.99% of their portfolio |
RHINEBECK, NY |
163,657163.7k
$8.2m |
$8.2m |
2.99% |
Added
+163.2k |
+163,244 |
| 68 |
Kelly Financial Services LLC
1.76% of their portfolio |
BRAINTREE, MA |
163,282163.3k
$8.2m |
$8.2m |
1.76% |
Reduced
-5.5k |
-5,473 |
| 69 |
Legacy Financial Group LLC
0.92% of their portfolio |
DES MOINES, IA |
162,345162.3k
$8.2m |
$8.2m |
0.92% |
Added
+23.3k |
+23,287 |
| 70 |
TSFG, LLC
1.02% of their portfolio |
LAKE FOREST, IL |
160,956161.0k
$8.1m |
$8.1m |
1.02% |
New |
|
| 71 |
Brookstone Capital Management
0.08% of their portfolio |
WHEATON, IL |
159,681159.7k
$8.0m |
$8.0m |
0.08% |
Added
+27.3k |
+27,262 |
| 72 |
Detalus Advisors, LLC
1.56% of their portfolio |
ST. LOUIS, MO |
159,050159.1k
$8.0m |
$8.0m |
1.56% |
Added
+12.4k |
+12,365 |
| 73 |
Security Financial Services, INC.
1.11% of their portfolio |
Fort Wayne, IN |
158,774158.8k
$8.0m |
$8.0m |
1.11% |
Reduced
-9.7k |
-9,713 |
| 74 |
Regal Investment Advisors LLC
0.41% of their portfolio |
KENTWOOD, MI |
156,435156.4k
$7.9m |
$7.9m |
0.41% |
Added
+20.5k |
+20,540 |
| 75 |
Diversify Advisory Services, LLC
0.13% of their portfolio |
SANDY, UT |
156,067156.1k
$7.5m |
$7.5m |
0.13% |
New |
|
| 76 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.13% of their portfolio |
SANDY, UT |
156,067156.1k
$7.5m |
$7.5m |
0.13% |
Added
+18.8k |
+18,808 |
| 77 |
Keystone Financial Group
0.45% of their portfolio |
LEXINGTON, KY |
149,088149.1k
$7.5m |
$7.5m |
0.45% |
Added
+140.6k |
+140,588 |
| 78 |
ONE Advisory Partners, LLC
1.99% of their portfolio |
OVERLAND PARK, KS |
145,150145.2k
$7.3m |
$7.3m |
1.99% |
Reduced
-9.0k |
-8,956 |
| 79 |
ASSETMARK, INC
0.01% of their portfolio |
CONCORD, CA |
140,455140.5k
$7.1m |
$7.1m |
0.01% |
Added
+19.7k |
+19,673 |
| 80 |
Rothschild Wealth LLC
0.56% of their portfolio |
OAK BROOK, IL |
139,490139.5k
$7.0m |
$7.0m |
0.56% |
New |
|
| 81 |
Ashton Thomas Private Wealth, LLC
0.15% of their portfolio |
SCOTTSDALE, AZ |
138,825138.8k
$7.0m |
$7.0m |
0.15% |
Added
+98.1k |
+98,062 |
| 82 |
Archer Investment Management, LLC
2.26% of their portfolio |
AUSTIN, TX |
131,557131.6k
$6.6m |
$6.6m |
2.26% |
Added
+11.8k |
+11,766 |
| 83 |
Invst, LLC
0.64% of their portfolio |
INDIANAPOLIS, IN |
130,269130.3k
$6.6m |
$6.6m |
0.64% |
Added
+15.3k |
+15,324 |
| 84 |
Perigon Wealth Management, LLC
0.10% of their portfolio |
SAN FRANCISCO, CA |
128,422128.4k
$6.5m |
$6.5m |
0.10% |
Added
+946 |
+946 |
| 85 |
Buttonwood Financial Group, LLC
3.66% of their portfolio |
Kansas City, MO |
127,265127.3k
$6.4m |
$6.4m |
3.66% |
Reduced
-10.2k |
-10,170 |
| 86 |
Concurrent Investment Advisors, LLC
0.05% of their portfolio |
Tampa, FL |
125,567125.6k
$6.3m |
$6.3m |
0.05% |
Added
+47.3k |
+47,265 |
| 87 |
Blue Trust, Inc.
0.06% of their portfolio |
BRENTWOOD, TN |
113,757113.8k
$5.7m |
$5.7m |
0.06% |
Reduced
-3.1k |
-3,103 |
| 88 |
INDEPENDENT FINANCIAL GROUP, LLC
0.11% of their portfolio |
SAN DIEGO, CA |
113,404113.4k
$5.7m |
$5.7m |
0.11% |
Added
+24.1k |
+24,122 |
| 89 |
Bay Harbor Wealth Management, LLC
1.32% of their portfolio |
Hunt Valley, MD |
113,372113.4k
$5.7m |
$5.7m |
1.32% |
Added
+3.4k |
+3,351 |
| 90 |
Steelhead Wealth Management LLC
2.29% of their portfolio |
GLEN ALLEN, VA |
112,715112.7k
$5.7m |
$5.7m |
2.29% |
New |
|
| 91 |
Merit Financial Group, LLC
0.04% of their portfolio |
ALPHARETTA, GA |
112,699112.7k
$5.7m |
$5.7m |
0.04% |
Added
+18.9k |
+18,934 |
| 92 |
Stratos Wealth Partners, LTD.
0.06% of their portfolio |
BEACHWOOD, OH |
112,248112.2k
$5.7m |
$5.7m |
0.06% |
Added
+96.4k |
+96,424 |
| 93 |
TSA Wealth Managment LLC
1.56% of their portfolio |
HOUSTON, TX |
109,532109.5k
$5.5m |
$5.5m |
1.56% |
Added
+3.0k |
+3,029 |
| 94 |
Waverly Advisors, LLC
0.03% of their portfolio |
BIRMINGHAM, AL |
109,509109.5k
$5.5m |
$5.5m |
0.03% |
Added
+23.2k |
+23,203 |
| 95 |
Apollon Wealth Management, LLC
0.07% of their portfolio |
MOUNT PLEASANT, SC |
109,397109.4k
$5.5m |
$5.5m |
0.07% |
Added
+61.6k |
+61,643 |
| 96 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
107,818107.8k
$5.4m |
$5.4m |
0.01% |
Added
+60.9k |
+60,873 |
| 97 |
Integrated Wealth Concepts LLC
0.03% of their portfolio |
WALTHAM, MA |
107,098107.1k
$5.4m |
$5.4m |
0.03% |
Added
+25.9k |
+25,903 |
| 98 |
ShoreHaven Wealth Partners, LLC
1.69% of their portfolio |
Red Bank, NJ |
106,637106.6k
$5.4m |
$5.4m |
1.69% |
Reduced
-2.4k |
-2,376 |
| 99 |
World Investment Advisors
0.09% of their portfolio |
LINCROFT, NJ |
105,934105.9k
$5.2m |
$5.2m |
0.09% |
Added
+2.8k |
+2,820 |
| 100 |
Synergy Investment Management, LLC
1.26% of their portfolio |
ALTAMONTE SPRINGS, FL |
103,762103.8k
$5.2m |
$5.2m |
1.26% |
New |
|