| 1 |
MERCER GLOBAL ADVISORS INC /ADV
1.50% of their portfolio |
DENVER, CO |
35,612,85435.6m
$1.2bn |
$1.2bn |
1.50% |
Added
+3.3m |
+3,281,893 |
| 2 |
Savant Capital, LLC
3.25% of their portfolio |
ROCKFORD, IL |
32,381,84432.4m
$1.1bn |
$1.1bn |
3.25% |
Added
+3.3m |
+3,285,675 |
| 3 |
Focus Partners Wealth
0.60% of their portfolio |
ST LOUIS, MO |
17,142,93817.1m
$585.0m |
$585.0m |
0.60% |
Added
+1.6m |
+1,618,435 |
| 4 |
Forum Financial Management, LP
2.79% of their portfolio |
LOMBARD, IL |
6,360,7336.4m
$217.1m |
$217.1m |
2.79% |
Added
+103.2k |
+103,165 |
| 5 |
Sequoia Financial Advisors, LLC
0.90% of their portfolio |
Akron, OH |
5,261,6525.3m
$179.6m |
$179.6m |
0.90% |
Reduced
-21.8k |
-21,816 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.04% of their portfolio |
Berwyn, PA |
4,738,4984.7m
$161.7m |
$161.7m |
0.04% |
Added
+336.6k |
+336,629 |
| 7 |
Focus Partners Advisor Solutions, LLC
1.08% of their portfolio |
SAINT LOUIS, MO |
3,734,6753.7m
$127.4m |
$127.4m |
1.08% |
Added
+587.9k |
+587,865 |
| 8 |
Kestra Investment Management, LLC
2.03% of their portfolio |
AUSTIN, TX |
3,071,4943.1m
$104.8m |
$104.8m |
2.03% |
Reduced
-2.1m |
-2,065,769 |
| 9 |
Clearstead Advisors, LLC
0.98% of their portfolio |
CLEVELAND, OH |
3,040,1473.0m
$103.7m |
$103.7m |
0.98% |
Reduced
-2.5m |
-2,488,253 |
| 10 |
BANK OF MONTREAL /CAN/
0.03% of their portfolio |
TORONTO, A6 |
2,806,6092.8m
$95.8m |
$95.8m |
0.03% |
Added
+124.7k |
+124,700 |
| 11 |
Aprio Wealth Management, LLC
3.81% of their portfolio |
ATLANTA, GA |
2,262,6002.3m
$77.2m |
$77.2m |
3.81% |
Reduced
-134.1k |
-134,127 |
| 12 |
Apella Capital, LLC
1.01% of their portfolio |
WEST HARTFORD, CT |
2,097,9242.1m
$71.6m |
$71.6m |
1.01% |
Added
+98.4k |
+98,390 |
| 13 |
Modera Wealth Management, LLC
0.75% of their portfolio |
WESTWOOD, NJ |
2,068,4482.1m
$70.6m |
$70.6m |
0.75% |
Added
+221.1k |
+221,057 |
| 14 |
HighTower Advisors, LLC
0.06% of their portfolio |
CHICAGO, IL |
1,971,5052.0m
$67.3m |
$67.3m |
0.06% |
Added
+3.5k |
+3,521 |
| 15 |
Planning Center, Inc.
6.00% of their portfolio |
MOLINE, IL |
1,864,0601.9m
$63.6m |
$63.6m |
6.00% |
Added
+36.8k |
+36,817 |
| 16 |
Foster Group, Inc.
1.59% of their portfolio |
WEST DES MOINES, IA |
1,750,3551.8m
$59.7m |
$59.7m |
1.59% |
Added
+48.7k |
+48,709 |
| 17 |
SATOVSKY ASSET MANAGEMENT LLC
9.35% of their portfolio |
NEW YORK, NY |
1,719,3191.7m
$58.7m |
$58.7m |
9.35% |
Added
+5.6k |
+5,643 |
| 18 |
TCI Wealth Advisors, Inc.
2.43% of their portfolio |
Tucson, AZ |
1,647,8571.6m
$56.2m |
$56.2m |
2.43% |
Added
+312.2k |
+312,187 |
| 19 |
ASSETMARK, INC
0.09% of their portfolio |
CONCORD, CA |
1,546,1861.5m
$52.8m |
$52.8m |
0.09% |
Added
+1.5m |
+1,544,909 |
| 20 |
PARK AVENUE SECURITIES LLC
0.29% of their portfolio |
NEW YORK, NY |
1,374,0071.4m
$46.9m |
$46.9m |
0.29% |
Added
+98.9k |
+98,900 |
| 21 |
Corient Private Wealth LP
0.06% of their portfolio |
MIAMI, FL |
1,323,0561.3m
$45.1m |
$45.1m |
0.06% |
Reduced
-26.2k |
-26,219 |
| 22 |
High Probability Advisors, LLC
4.77% of their portfolio |
Pittsford, NY |
1,307,6031.3m
$44.6m |
$44.6m |
4.77% |
Added
+85.1k |
+85,082 |
| 23 |
FINANCIAL CONSULATE, INC
4.94% of their portfolio |
HUNT VALLEY, MD |
1,301,7721.3m
$44.4m |
$44.4m |
4.94% |
Added
+65.2k |
+65,194 |
| 24 |
Petersen Hastings Wealth Advisors Inc.
3.67% of their portfolio |
KENNEWICK, WA |
1,281,5461.3m
$43.7m |
$43.7m |
3.67% |
Added
+18.6k |
+18,567 |
| 25 |
JANE STREET GROUP, LLC
0.02% of their portfolio |
NEW YORK, NY |
1,015,5721.0m
$34.7m |
$34.7m |
0.02% |
Reduced
-372.9k |
-372,939 |
| 26 |
Mariner, LLC
0.04% of their portfolio |
Overland Park, KS |
1,013,2391.0m
$34.6m |
$34.6m |
0.04% |
Added
+214.2k |
+214,246 |
| 27 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
866,509866.5k
$29.6m |
$29.6m |
0.00% |
Added
+426.8k |
+426,832 |
| 28 |
Meredith Wealth Planning
5.88% of their portfolio |
MARYVILLE, IL |
729,518729.5k
$24.9m |
$24.9m |
5.88% |
Added
+6.0k |
+6,019 |
| 29 |
GREAT OAK CAPITAL PARTNERS, LLC
5.28% of their portfolio |
SOUTH EASTON, MA |
722,192722.2k
$24.4m |
$24.4m |
5.28% |
Added
+18.3k |
+18,312 |
| 30 |
DiNuzzo Private Wealth, Inc.
2.17% of their portfolio |
BEAVER, PA |
642,789642.8k
$21.9m |
$21.9m |
2.17% |
Added
+3.0k |
+3,045 |
| 31 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC
5.17% of their portfolio |
FLORENCE, SC |
591,850591.9k
$20.2m |
$20.2m |
5.17% |
Added
+34.5k |
+34,535 |
| 32 |
Bridgewater Advisors Inc.
1.00% of their portfolio |
NEW YORK, NY |
527,312527.3k
$18.3m |
$18.3m |
1.00% |
Reduced
-17.4k |
-17,415 |
| 33 |
von Borstel & Associates, Inc.
3.54% of their portfolio |
THE DALLES, OR |
505,800505.8k
$17.3m |
$17.3m |
3.54% |
Added
+21.1k |
+21,082 |
| 34 |
True Wealth Design, LLC
4.05% of their portfolio |
AKRON, OH |
498,488498.5k
$17.0m |
$17.0m |
4.05% |
Added
+39.4k |
+39,372 |
| 35 |
Wealth Architects, LLC
1.32% of their portfolio |
MOUNTAIN VIEW, CA |
490,409490.4k
$16.7m |
$16.7m |
1.32% |
Added
+321.0k |
+321,034 |
| 36 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
2.34% of their portfolio |
INDIANAPOLIS, IN |
482,643482.6k
$16.5m |
$16.5m |
2.34% |
Added
+4.1k |
+4,074 |
| 37 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
472,730472.7k
$16.1m |
$16.1m |
0.00% |
Added
+31.6k |
+31,592 |
| 38 |
25 LLC
4.36% of their portfolio |
ST. LOUIS, MO |
466,978467.0k
$15.9m |
$15.9m |
4.36% |
Added
+23.7k |
+23,693 |
| 39 |
Vestmark Advisory Solutions, Inc.
0.15% of their portfolio |
Wakefield, MA |
465,818465.8k
$15.9m |
$15.9m |
0.15% |
Reduced
-281 |
-281 |
| 40 |
STOLZ & ASSOCIATES, PS
9.80% of their portfolio |
TACOMA, WA |
459,924459.9k
$15.7m |
$15.7m |
9.80% |
Added
+32.6k |
+32,623 |
| 41 |
Three Arch Wealth Management LLC
2.36% of their portfolio |
IRVINE, CA |
451,073451.1k
$15.4m |
$15.4m |
2.36% |
Added
+35.6k |
+35,634 |
| 42 |
Farther Finance Advisors, LLC
0.12% of their portfolio |
SAN FRANCISCO, CA |
447,338447.3k
$15.3m |
$15.3m |
0.12% |
Added
+36.8k |
+36,809 |
| 43 |
Beacon Pointe Advisors, LLC
0.07% of their portfolio |
NEWPORT BEACH, CA |
440,928440.9k
$15.0m |
$15.0m |
0.07% |
Added
+13.9k |
+13,870 |
| 44 |
Envision Financial Planning, LLC
4.87% of their portfolio |
MEMPHIS, TN |
438,588438.6k
$15.0m |
$15.0m |
4.87% |
Added
+9.6k |
+9,559 |
| 45 |
Quadcap Wealth Management, LLC
1.45% of their portfolio |
Frisco, TX |
435,850435.9k
$14.9m |
$14.9m |
1.45% |
Added
+38.2k |
+38,204 |
| 46 |
Mills Wealth Advisors LLC
4.47% of their portfolio |
SOUTHLAKE, TX |
415,841415.8k
$14.2m |
$14.2m |
4.47% |
Added
+17.6k |
+17,626 |
| 47 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
410,217410.2k
$14.0m |
$14.0m |
0.00% |
Added
+42.4k |
+42,393 |
| 48 |
MENORA MIVTACHIM HOLDINGS LTD.
0.05% of their portfolio |
Ramat Gan, L3 |
379,557379.6k
$13.0m |
$13.0m |
0.05% |
Unchanged |
|
| 49 |
FAMILY WEALTH PARTNERS, LLC
3.96% of their portfolio |
MATTHEWS, NC |
377,838377.8k
$12.9m |
$12.9m |
3.96% |
Added
+24.8k |
+24,782 |
| 50 |
FIDUCIARY FINANCIAL GROUP, LLC
1.36% of their portfolio |
SAN RAFAEL, CA |
350,601350.6k
$12.0m |
$12.0m |
1.36% |
Added
+35.6k |
+35,608 |
| 51 |
United Wealth Management, LLC
2.66% of their portfolio |
Charlottesville, VA |
346,764346.8k
$11.8m |
$11.8m |
2.66% |
Added
+5.1k |
+5,135 |
| 52 |
Brady Martz Wealth Solutions, LLC
1.78% of their portfolio |
GRAND FORKS, ND |
346,240346.2k
$11.8m |
$11.8m |
1.78% |
Added
+16.6k |
+16,632 |
| 53 |
SAX WEALTH ADVISORS, LLC
0.44% of their portfolio |
PARSIPPANY, NJ |
335,627335.6k
$10.8m |
$10.8m |
0.44% |
Reduced
-11.2k |
-11,180 |
| 54 |
Concurrent Investment Advisors, LLC
0.10% of their portfolio |
Tampa, FL |
328,395328.4k
$11.2m |
$11.2m |
0.10% |
Added
+7.0k |
+6,962 |
| 55 |
Discipline Wealth Solutions, LLC
0.97% of their portfolio |
GREENVILLE, SC |
325,737325.7k
$11.1m |
$11.1m |
0.97% |
Reduced
-10.4k |
-10,380 |
| 56 |
Timonier Family Office, LTD.
3.07% of their portfolio |
WINSTON SALEM, NC |
318,388318.4k
$10.9m |
$10.9m |
3.07% |
First filing |
|
| 57 |
CLARIS ADVISORS, LLC / MO /
2.82% of their portfolio |
ST. LOUIS, MO |
316,878316.9k
$10.8m |
$10.8m |
2.82% |
Added
+27.6k |
+27,561 |
| 58 |
Integrity Advisory Solutions, LLC
1.10% of their portfolio |
DALLAS, TX |
313,491313.5k
$10.7m |
$10.7m |
1.10% |
Added
+24.2k |
+24,232 |
| 59 |
Oceanside Advisors LLC
5.08% of their portfolio |
MOUNT PLEASANT, SC |
294,837294.8k
$10.1m |
$10.1m |
5.08% |
Added
+9.7k |
+9,704 |
| 60 |
AE Wealth Management LLC
0.05% of their portfolio |
TOPEKA, KS |
287,426287.4k
$9.8m |
$9.8m |
0.05% |
Added
+9.7k |
+9,713 |
| 61 |
Forvis Mazars Wealth Advisors, LLC
0.16% of their portfolio |
Springfield, MO |
280,196280.2k
$9.6m |
$9.6m |
0.16% |
Reduced
-55.3k |
-55,256 |
| 62 |
Navigoe, LLC
4.96% of their portfolio |
REDONDO BEACH, CA |
278,019278.0k
$9.5m |
$9.5m |
4.96% |
Added
+13.2k |
+13,186 |
| 63 |
Kaufman Rossin Wealth, LLC
4.41% of their portfolio |
Miami, FL |
273,513273.5k
$9.3m |
$9.3m |
4.41% |
Added
+34.4k |
+34,425 |
| 64 |
VOISARD ASSET MANAGEMENT GROUP, INC.
1.74% of their portfolio |
Grand Rapids, MI |
269,529269.5k
$9.2m |
$9.2m |
1.74% |
Added
+6.9k |
+6,917 |
| 65 |
Meritas Wealth Management, LLC
3.54% of their portfolio |
SAN RAFAEL, CA |
265,453265.5k
$9.1m |
$9.1m |
3.54% |
Added
+31.9k |
+31,903 |
| 66 |
LIBERTY WEALTH MANAGEMENT LLC
1.00% of their portfolio |
OAKLAND, CA |
248,733248.7k
$8.0m |
$8.0m |
1.00% |
Unchanged |
|
| 67 |
Savvy Advisors, Inc.
0.18% of their portfolio |
NEW YORK, NY |
243,952244.0k
$8.3m |
$8.3m |
0.18% |
Added
+11.7k |
+11,657 |
| 68 |
Keating Financial Advisory Services, Inc.
1.09% of their portfolio |
MANHATTAN, KS |
242,411242.4k
$8.3m |
$8.3m |
1.09% |
Added
+32.9k |
+32,928 |
| 69 |
Dynamic Advisor Solutions LLC
0.23% of their portfolio |
PHOENIX, AZ |
231,917231.9k
$7.9m |
$7.9m |
0.23% |
Reduced
-5.1k |
-5,142 |
| 70 |
INTEGRITY ALLIANCE, LLC.
0.25% of their portfolio |
Urbandale, IA |
230,650230.7k
$7.9m |
$7.9m |
0.25% |
Reduced
-953 |
-953 |
| 71 |
Emprise Bank
2.89% of their portfolio |
WICHITA, KS |
230,056230.1k
$7.9m |
$7.9m |
2.89% |
Added
+54.1k |
+54,115 |
| 72 |
HMV Wealth Advisors, LLC
3.01% of their portfolio |
SHREVEPORT, LA |
226,320226.3k
$7.7m |
$7.7m |
3.01% |
Added
+32.1k |
+32,140 |
| 73 |
CogentBlue Wealth Advisors, LLC
4.17% of their portfolio |
KNOXVILLE, TN |
213,050213.1k
$7.3m |
$7.3m |
4.17% |
Reduced
-10.6k |
-10,614 |
| 74 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
212,499212.5k
$7.3m |
$7.3m |
0.01% |
New |
|
| 75 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
207,182207.2k
$7.1m |
$7.1m |
0.02% |
Added
+15.1k |
+15,073 |
| 76 |
Wealth Advisors Northwest LLC
2.41% of their portfolio |
PORTLAND, OR |
206,690206.7k
$7.1m |
$7.1m |
2.41% |
Added
+29.0k |
+28,984 |
| 77 |
NORTHWEST WEALTH MANAGEMENT, LLC
0.92% of their portfolio |
SPENCER, IA |
205,217205.2k
$7.0m |
$7.0m |
0.92% |
Added
+10.6k |
+10,648 |
| 78 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
201,010201.0k
$6.9m |
$6.9m |
0.01% |
Added
+569 |
+569 |
| 79 |
SeedSafe Financial LLC
4.93% of their portfolio |
AUSTIN, TX |
200,796200.8k
$6.9m |
$6.9m |
4.93% |
Added
+4.8k |
+4,800 |
| 80 |
NewEdge Advisors, LLC
0.02% of their portfolio |
NEW ORLEANS, LA |
200,663200.7k
$6.8m |
$6.8m |
0.02% |
Added
+10.4k |
+10,380 |
| 81 |
Waverly Advisors, LLC
0.04% of their portfolio |
BIRMINGHAM, AL |
196,162196.2k
$6.7m |
$6.7m |
0.04% |
Reduced
-15.8k |
-15,795 |
| 82 |
Chicago Partners Investment Group LLC
0.13% of their portfolio |
CHICAGO, IL |
193,872193.9k
$6.5m |
$6.5m |
0.13% |
Added
+14.9k |
+14,941 |
| 83 |
MB Generational Wealth, LLC
3.21% of their portfolio |
SPOKANE, WA |
191,803191.8k
$6.5m |
$6.5m |
3.21% |
Reduced
-10.1k |
-10,117 |
| 84 |
Foundation Wealth Management, LLC\PA
1.95% of their portfolio |
MEDIA, PA |
189,520189.5k
$6.5m |
$6.5m |
1.95% |
Added
+15.5k |
+15,512 |
| 85 |
Merit Financial Group, LLC
0.04% of their portfolio |
ALPHARETTA, GA |
188,536188.5k
$6.4m |
$6.4m |
0.04% |
Added
+35.5k |
+35,519 |
| 86 |
MASTER'S WEALTH MANAGEMENT INC.
1.84% of their portfolio |
LANCASTER, PA |
179,208179.2k
$6.1m |
$6.1m |
1.84% |
Added
+7.1k |
+7,105 |
| 87 |
Composition Wealth, LLC
0.07% of their portfolio |
LOS ANGELES, CA |
176,476176.5k
$6.0m |
$6.0m |
0.07% |
Added
+12.0k |
+12,020 |
| 88 |
Financial Engines Advisors L.L.C.
0.01% of their portfolio |
SANTA CLARA, CA |
174,666174.7k
$6.0m |
$6.0m |
0.01% |
Reduced
-15.7k |
-15,689 |
| 89 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
172,296172.3k
$5.9m |
$5.9m |
0.01% |
Added
+84.2k |
+84,250 |
| 90 |
Foundry Financial LLC
1.96% of their portfolio |
PASADENA, CA |
170,606170.6k
$5.8m |
$5.8m |
1.96% |
Added
+20.2k |
+20,232 |
| 91 |
Quantinno Capital Management LP
0.01% of their portfolio |
NEW YORK, NY |
170,073170.1k
$5.8m |
$5.8m |
0.01% |
Added
+68.4k |
+68,368 |
| 92 |
RAFFA WEALTH MANAGEMENT, LLC
0.72% of their portfolio |
WASHINGTON, DC |
168,499168.5k
$5.8m |
$5.8m |
0.72% |
Added
+26.0k |
+25,958 |
| 93 |
BetterWealth, LLC
0.99% of their portfolio |
SAN JOSE, CA |
164,305164.3k
$5.6m |
$5.6m |
0.99% |
Reduced
-688 |
-688 |
| 94 |
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
2.82% of their portfolio |
South Miami, FL |
162,388162.4k
$5.5m |
$5.5m |
2.82% |
Added
+3.1k |
+3,101 |
| 95 |
Applied Capital LLC
1.77% of their portfolio |
LITTLE ROCK, AR |
160,776160.8k
$5.5m |
$5.5m |
1.77% |
Added
+8.1k |
+8,142 |
| 96 |
Disciplined Investments, LLC
1.75% of their portfolio |
TULSA, OK |
159,064159.1k
$5.4m |
$5.4m |
1.75% |
Added
+14.6k |
+14,555 |
| 97 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
154,030154.0k
$5.3m |
$5.3m |
0.00% |
Added
+852 |
+852 |
| 98 |
Optimus Capital Advisors, LLC
2.76% of their portfolio |
Coppel, TX |
150,704150.7k
$5.1m |
$5.1m |
2.76% |
Added
+3.0k |
+2,977 |
| 99 |
CIBC Bancorp USA Inc.
0.01% of their portfolio |
CHICAGO, IL |
150,000150.0k
$5.1m |
$5.1m |
0.01% |
Reduced
-60.0k |
-60,027 |
| 100 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
143,419143.4k
$4.9m |
$4.9m |
0.01% |
Added
+23.8k |
+23,812 |