| 1 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
4,875,1794.9m
$258.8m |
$258.8m |
0.01% |
Added
+61.1k |
+61,132 |
| 2 |
UBS Group AG
0.03% of their portfolio |
ZURICH, V8 |
3,348,4553.3m
$177.7m |
$177.7m |
0.03% |
Added
+43.2k |
+43,228 |
| 3 |
Creative Planning
0.06% of their portfolio |
OVERLAND PARK, KS |
1,775,2661.8m
$94.2m |
$94.2m |
0.06% |
Reduced
-60.2k |
-60,230 |
| 4 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
1,128,2701.1m
$59.9m |
$59.9m |
0.01% |
Reduced
-24.8k |
-24,785 |
| 5 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
1,030,3181.0m
$54.7m |
$54.7m |
0.00% |
Added
+47.0k |
+46,951 |
| 6 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
922,223922.2k
$49.0m |
$49.0m |
0.01% |
Reduced
-39.3k |
-39,272 |
| 7 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
661,393661.4k
$35.1m |
$35.1m |
0.01% |
Reduced
-35.8k |
-35,835 |
| 8 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% of their portfolio |
NEW YORK, NY |
546,034546.0k
$29.0m |
$29.0m |
0.01% |
Reduced
-655 |
-655 |
| 9 |
Madrid Financial Services
13.73% of their portfolio |
MANHATTAN BEACH, CA |
488,670488.7k
$25.9m |
$25.9m |
13.73% |
Added
+18.0k |
+17,967 |
| 10 |
EVERGREEN CAPITAL MANAGEMENT LLC
0.45% of their portfolio |
Bellevue, WA |
478,511478.5k
$25.4m |
$25.4m |
0.45% |
Added
+3.1k |
+3,074 |
| 11 |
Gradient Investments LLC
0.32% of their portfolio |
ARDEN HILLS, MN |
436,144436.1k
$23.2m |
$23.2m |
0.32% |
Added
+14.3k |
+14,343 |
| 12 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
373,651373.7k
$19.8m |
$19.8m |
0.00% |
Reduced
-29.7k |
-29,741 |
| 13 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
368,127368.1k
$19.5m |
$19.5m |
0.00% |
Reduced
-51.2k |
-51,241 |
| 14 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
282,310282.3k
$15.0m |
$15.0m |
0.01% |
Reduced
-39.6k |
-39,617 |
| 15 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
279,377279.4k
$14.8m |
$14.8m |
0.02% |
Added
+8.3k |
+8,264 |
| 16 |
TECTONIC ADVISORS LLC
0.71% of their portfolio |
FRISCO, TX |
277,970278.0k
$14.8m |
$14.8m |
0.71% |
Added
+7.7k |
+7,706 |
| 17 |
Greenspring Advisors, LLC
0.74% of their portfolio |
Towson, MD |
250,248250.2k
$13.3m |
$13.3m |
0.74% |
Added
+2.0k |
+1,965 |
| 18 |
Legacy Wealth Asset Management, LLC
2.65% of their portfolio |
WOODBURY, MN |
227,634227.6k
$12.1m |
$12.1m |
2.65% |
Reduced
-178 |
-178 |
| 19 |
ADVISORS MANAGEMENT GROUP INC /ADV
1.92% of their portfolio |
LA CROSSE, WI |
218,447218.4k
$11.6m |
$11.6m |
1.92% |
Added
+42 |
+42 |
| 20 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
212,176212.2k
$11.3m |
$11.3m |
0.01% |
Added
+22.6k |
+22,608 |
| 21 |
Barry Investment Advisors, LLC
2.28% of their portfolio |
NEW BEDFORD, MA |
205,167205.2k
$10.9m |
$10.9m |
2.28% |
Added
+153 |
+153 |
| 22 |
Naviter Wealth, LLC
0.97% of their portfolio |
LITTLE ROCK, AR |
201,119201.1k
$10.7m |
$10.7m |
0.97% |
Added
+68.8k |
+68,819 |
| 23 |
SEI INVESTMENTS CO
0.01% of their portfolio |
OAKS, PA |
192,242192.2k
$10.2m |
$10.2m |
0.01% |
Added
+8.1k |
+8,076 |
| 24 |
EXCHANGE TRADED CONCEPTS, LLC
0.05% of their portfolio |
Oklahoma City, OK |
191,084191.1k
$10.1m |
$10.1m |
0.05% |
Added
+13.9k |
+13,860 |
| 25 |
Focus Partners Wealth
0.01% of their portfolio |
ST LOUIS, MO |
175,672175.7k
$9.3m |
$9.3m |
0.01% |
Added
+20.4k |
+20,390 |
| 26 |
Private Advisory Group LLC
0.46% of their portfolio |
REDMOND, WA |
157,059157.1k
$8.3m |
$8.3m |
0.46% |
Added
+58.9k |
+58,908 |
| 27 |
MBL Wealth, LLC
0.56% of their portfolio |
CHARLOTTE, NC |
155,692155.7k
$8.3m |
$8.3m |
0.56% |
Added
+9.4k |
+9,433 |
| 28 |
Advisors Asset Management, Inc.
0.12% of their portfolio |
Monument, CO |
152,983153.0k
$8.1m |
$8.1m |
0.12% |
Added
+4.9k |
+4,885 |
| 29 |
MATRIX PRIVATE CAPITAL GROUP LLC
3.46% of their portfolio |
NEW YORK, NY |
149,900149.9k
$8.0m |
$8.0m |
3.46% |
Added
+8.1k |
+8,059 |
| 30 |
Madison Asset Management, LLC
0.09% of their portfolio |
MADISON, WI |
138,095138.1k
$7.3m |
$7.3m |
0.09% |
Reduced
-48.0k |
-48,000 |
| 31 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
129,984130.0k
$6.9m |
$6.9m |
0.00% |
Added
+36.0k |
+35,997 |
| 32 |
STEPHENS INC /AR/
0.07% of their portfolio |
LITTLE ROCK, AR |
124,690124.7k
$6.6m |
$6.6m |
0.07% |
Added
+255 |
+255 |
| 33 |
NewEdge Advisors, LLC
0.02% of their portfolio |
NEW ORLEANS, LA |
121,318121.3k
$6.4m |
$6.4m |
0.02% |
Added
+2.3k |
+2,298 |
| 34 |
Columbus Macro, LLC
0.61% of their portfolio |
NEW CASTLE, PA |
117,458117.5k
$6.2m |
$6.2m |
0.61% |
Reduced
-55.1k |
-55,109 |
| 35 |
Almanack Investment Partners, LLC.
0.73% of their portfolio |
WAYNE, PA |
108,309108.3k
$5.7m |
$5.7m |
0.73% |
Reduced
-321 |
-321 |
| 36 |
FIFTH THIRD BANCORP
0.01% of their portfolio |
CINCINNATI, OH |
108,246108.2k
$5.7m |
$5.7m |
0.01% |
Reduced
-1.0k |
-1,019 |
| 37 |
Clear Trail Advisors, LLC
0.86% of their portfolio |
HOUSTON, TX |
106,513106.5k
$5.7m |
$5.7m |
0.86% |
Added
+14.1k |
+14,140 |
| 38 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
104,618104.6k
$5.6m |
$5.6m |
0.00% |
Added
+3.6k |
+3,622 |
| 39 |
Point Nemo Capital, LLC
2.65% of their portfolio |
DRIPPING SPRINGS, TX |
98,47898.5k
$5.2m |
$5.2m |
2.65% |
Added
+28.7k |
+28,685 |
| 40 |
Cascade Financial Partners, LLC
0.42% of their portfolio |
SAN DIEGO, CA |
91,84691.8k
$4.9m |
$4.9m |
0.42% |
Reduced
-3.1k |
-3,074 |
| 41 |
Advisory Services Network, LLC
0.05% of their portfolio |
ATLANTA, GA |
89,75589.8k
$4.8m |
$4.8m |
0.05% |
Added
+2.4k |
+2,379 |
| 42 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
88,90088.9k
$4.7m |
$4.7m |
0.01% |
Added
+37.5k |
+37,469 |
| 43 |
PINNACLE ASSOCIATES LTD
0.05% of their portfolio |
NEW YORK, NY |
80,23680.2k
$4.3m |
$4.3m |
0.05% |
Added
+1.2k |
+1,250 |
| 44 |
Global Retirement Partners, LLC
0.06% of their portfolio |
San Rafael, CA |
78,46978.5k
$4.2m |
$4.2m |
0.06% |
First filing |
|
| 45 |
Pekin Hardy Strauss, Inc.
0.36% of their portfolio |
CHICAGO, IL |
76,77576.8k
$4.1m |
$4.1m |
0.36% |
Added
+4.1k |
+4,115 |
| 46 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
76,43976.4k
$4.1m |
$4.1m |
0.01% |
Added
+13.3k |
+13,325 |
| 47 |
Ashton Thomas Private Wealth, LLC
0.08% of their portfolio |
SCOTTSDALE, AZ |
74,84574.8k
$4.0m |
$4.0m |
0.08% |
Added
+1.7k |
+1,731 |
| 48 |
Beacon Pointe Advisors, LLC
0.02% of their portfolio |
NEWPORT BEACH, CA |
73,92973.9k
$3.9m |
$3.9m |
0.02% |
Added
+6.1k |
+6,127 |
| 49 |
Strong Tower Advisory Services
0.67% of their portfolio |
MINNEAPOLIS, MN |
70,78270.8k
$3.8m |
$3.8m |
0.67% |
Added
+1.2k |
+1,213 |
| 50 |
Trivium Point Advisory, LLC
0.33% of their portfolio |
WILTON, CT |
69,43669.4k
$3.7m |
$3.7m |
0.33% |
New |
|
| 51 |
Adams Asset Advisors, LLC
0.40% of their portfolio |
DALLAS, TX |
65,91965.9k
$3.5m |
$3.5m |
0.40% |
Added
+3.4k |
+3,383 |
| 52 |
Capital Advisors Wealth Management, LLC
0.40% of their portfolio |
YAKIMA, WA |
64,16064.2k
$3.4m |
$3.4m |
0.40% |
Added
+7.1k |
+7,115 |
| 53 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
63,63463.6k
$3.4m |
$3.4m |
0.00% |
Added
+4.0k |
+4,013 |
| 54 |
Meixler Investment Management, Ltd.
1.85% of their portfolio |
SHOW LOW, AZ |
63,22863.2k
$3.4m |
$3.4m |
1.85% |
Added
+12.9k |
+12,945 |
| 55 |
TOCQUEVILLE ASSET MANAGEMENT L.P.
0.04% of their portfolio |
New York, NY |
54,75154.8k
$2.9m |
$2.9m |
0.04% |
Added
+1.1k |
+1,126 |
| 56 |
Qube Research & Technologies Ltd
0.00% of their portfolio |
LONDON, X0 |
51,30651.3k
$2.7m |
$2.7m |
0.00% |
Added
+11.8k |
+11,849 |
| 57 |
AlphaCore Capital LLC
0.05% of their portfolio |
LA JOLLA, CA |
48,90048.9k
$2.6m |
$2.6m |
0.05% |
Reduced
-840 |
-840 |
| 58 |
Cerity Partners LLC
0.00% of their portfolio |
NEW YORK, NY |
48,57348.6k
$2.6m |
$2.6m |
0.00% |
Added
+1.4k |
+1,417 |
| 59 |
RFG Advisory, LLC
0.04% of their portfolio |
BIRMINGHAM, AL |
48,08648.1k
$2.6m |
$2.6m |
0.04% |
Reduced
-541 |
-541 |
| 60 |
Global Wealth Management Investment Advisory, Inc.
0.36% of their portfolio |
FORT LAUDERDALE, FL |
47,91147.9k
$2.5m |
$2.5m |
0.36% |
Reduced
-660 |
-660 |
| 61 |
Madison Park Capital Advisors, LLC
0.31% of their portfolio |
SEATTLE, WA |
46,62846.6k
$442.0k |
$442.0k |
0.31% |
Added
+39.9k |
+39,884 |
| 62 |
D.A. DAVIDSON & CO.
0.01% of their portfolio |
GREAT FALLS, MT |
45,85045.9k
$2.4m |
$2.4m |
0.01% |
Added
+9.5k |
+9,484 |
| 63 |
Ethos Financial Group, LLC
0.17% of their portfolio |
KING OF PRUSSIA, PA |
45,16645.2k
$2.5m |
$2.5m |
0.17% |
Reduced
-3.4k |
-3,398 |
| 64 |
Farther Finance Advisors, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
42,30442.3k
$2.2m |
$2.2m |
0.02% |
Added
+164 |
+164 |
| 65 |
Guild Investment Management, Inc.
1.49% of their portfolio |
WESTLAKE VILLAGE, CA |
41,12041.1k
$2.2m |
$2.2m |
1.49% |
Added
+150 |
+150 |
| 66 |
Krilogy Financial LLC
0.06% of their portfolio |
ST. LOUIS, MO |
40,63740.6k
$2.2m |
$2.2m |
0.06% |
Added
+5.5k |
+5,502 |
| 67 |
IHT Wealth Management, LLC
0.05% of their portfolio |
Chicago, IL |
40,01940.0k
$2.1m |
$2.1m |
0.05% |
Reduced
-901 |
-901 |
| 68 |
Americana Partners, LLC
0.05% of their portfolio |
Houston, TX |
39,72539.7k
$2.1m |
$2.1m |
0.05% |
Unchanged |
|
| 69 |
Asset Allocation Strategies LLC
0.31% of their portfolio |
FARMINGTON, MI |
38,42238.4k
$2.0m |
$2.0m |
0.31% |
Added
+4.5k |
+4,481 |
| 70 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
37,89837.9k
$2.0m |
$2.0m |
0.01% |
Reduced
-28.4k |
-28,375 |
| 71 |
Wiser Advisor Group LLC
2.11% of their portfolio |
PHOENIX, AZ |
36,30236.3k
$1.9m |
$1.9m |
2.11% |
Added
+293 |
+293 |
| 72 |
BLAIR WILLIAM & CO/IL
0.00% of their portfolio |
CHICAGO, IL |
34,96035.0k
$1.9m |
$1.9m |
0.00% |
Added
+53 |
+53 |
| 73 |
HARBOUR INVESTMENTS, INC.
0.02% of their portfolio |
MADISON, WI |
33,21333.2k
$1.8m |
$1.8m |
0.02% |
Added
+816 |
+816 |
| 74 |
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
0.99% of their portfolio |
CINCINNATI, OH |
32,83932.8k
$1.7m |
$1.7m |
0.99% |
Added
+284 |
+284 |
| 75 |
Wealthfront Advisers LLC
0.00% of their portfolio |
Palo Alto, CA |
32,76332.8k
$1.7m |
$1.7m |
0.00% |
Reduced
-1.8k |
-1,808 |
| 76 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
31,66931.7k
$1.7m |
$1.7m |
0.00% |
Added
+772 |
+772 |
| 77 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
30,59230.6k
$1.6m |
$1.6m |
0.00% |
New |
|
| 78 |
Demars Financial Group, LLC
0.43% of their portfolio |
SPOKANE VALLEY, WA |
29,29229.3k
$1.6m |
$1.6m |
0.43% |
Added
+7.2k |
+7,181 |
| 79 |
MONECO ADVISORS, LLC
0.09% of their portfolio |
FAIRFIELD, CT |
27,85627.9k
$1.5m |
$1.5m |
0.09% |
Added
+11 |
+11 |
| 80 |
Checchi Capital Advisers, LLC
0.09% of their portfolio |
BEVERLY HILLS, CA |
27,65327.7k
$1.5m |
$1.5m |
0.09% |
Reduced
-557 |
-557 |
| 81 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
27,42827.4k
$1.5m |
$1.5m |
0.00% |
Added
+397 |
+397 |
| 82 |
LFG Wealth Partners, LLC
0.66% of their portfolio |
ELIZABETHTOWN, KY |
26,47726.5k
$1.4m |
$1.4m |
0.66% |
Added
+3.8k |
+3,804 |
| 83 |
J.W. COLE ADVISORS, INC.
0.02% of their portfolio |
TAMPA, FL |
26,34826.3k
$1.4m |
$1.4m |
0.02% |
Added
+234 |
+234 |
| 84 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
26,27626.3k
$1.4m |
$1.4m |
0.00% |
Added
+1.6k |
+1,642 |
| 85 |
Charles Schwab Trust Co
0.08% of their portfolio |
HENDERSON, NV |
26,02126.0k
$1.4m |
$1.4m |
0.08% |
Unchanged |
|
| 86 |
EP Wealth Advisors, LLC
0.01% of their portfolio |
TORRANCE, CA |
25,91425.9k
$1.4m |
$1.4m |
0.01% |
Added
+4.6k |
+4,595 |
| 87 |
Modern Wealth Management, LLC
0.02% of their portfolio |
KANSAS CITY, MO |
25,58725.6k
$1.4m |
$1.4m |
0.02% |
New |
|
| 88 |
Stratos Wealth Partners, LTD.
0.01% of their portfolio |
BEACHWOOD, OH |
24,67924.7k
$1.3m |
$1.3m |
0.01% |
Reduced
-477 |
-477 |
| 89 |
&PARTNERS
0.01% of their portfolio |
NASHVILLE, TN |
24,35724.4k
$1.3m |
$1.3m |
0.01% |
Reduced
-4.9k |
-4,945 |
| 90 |
Centurion Wealth Management LLC
0.31% of their portfolio |
Mclean, VA |
24,34824.3k
$1.3m |
$1.3m |
0.31% |
Added
+288 |
+288 |
| 91 |
FWL INVESTMENT MANAGEMENT, LLC
0.24% of their portfolio |
Dallas, TX |
24,20824.2k
$1.3m |
$1.3m |
0.24% |
Reduced
-166 |
-166 |
| 92 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
23,84423.8k
$1.3m |
$1.3m |
0.00% |
Reduced
-2.3k |
-2,348 |
| 93 |
INDEPENDENT FINANCIAL GROUP, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
23,13423.1k
$1.2m |
$1.2m |
0.02% |
Added
+1.0k |
+1,043 |
| 94 |
Lido Advisors, LLC
0.00% of their portfolio |
Los Angeles, CA |
21,16421.2k
$1.1m |
$1.1m |
0.00% |
Reduced
-422 |
-422 |
| 95 |
Alpine Bank Wealth Management
0.14% of their portfolio |
GRAND JUNCTION, CO |
20,22020.2k
$1.1m |
$1.1m |
0.14% |
Added
+4.2k |
+4,249 |
| 96 |
LYNX CAPITAL GROUP LTD /ADV
0.43% of their portfolio |
BEACHWOOD, OH |
19,84019.8k
$1.1m |
$1.1m |
0.43% |
Added
+331 |
+331 |
| 97 |
Sigma Planning Corp
0.03% of their portfolio |
ANN ARBOR, MI |
19,68719.7k
$1.0m |
$1.0m |
0.03% |
Added
+130 |
+130 |
| 98 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.06% of their portfolio |
ORLANDO, FL |
19,51519.5k
$1.0m |
$1.0m |
0.06% |
Added
+3.3k |
+3,265 |
| 99 |
ROCKLAND TRUST CO
0.04% of their portfolio |
HANOVER, MA |
19,33019.3k
$1.0m |
$1.0m |
0.04% |
Reduced
-1.5k |
-1,516 |
| 100 |
APS Management Group, Inc.
0.78% of their portfolio |
TORRANCE, CA |
19,20319.2k
$1.0m |
$1.0m |
0.78% |
Reduced
-377 |
-377 |