| 1 |
WELLS FARGO & COMPANY/MN
0.79% of their portfolio |
SAN FRANCISCO, CA |
29,751,62529.8m
$3.6bn |
$3.6bn |
0.79% |
Reduced
-180.1k |
-180,062 |
| 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.61% of their portfolio |
MILWAUKEE, WI |
6,909,9346.9m
$838.7m |
$838.7m |
0.61% |
Reduced
-39.8k |
-39,824 |
| 3 |
Betterment LLC
1.45% of their portfolio |
NEW YORK, NY |
5,599,6515.6m
$679.7m |
$679.7m |
1.45% |
Added
+293.8k |
+293,773 |
| 4 |
MORGAN STANLEY
0.04% of their portfolio |
NEW YORK, NY |
5,483,2085.5m
$665.6m |
$665.6m |
0.04% |
Added
+51.9k |
+51,935 |
| 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
12.49% of their portfolio |
LOS ANGELES, CA |
4,463,5024.5m
$541.8m |
$541.8m |
12.49% |
Added
+134.5k |
+134,525 |
| 6 |
BANK OF AMERICA CORP /DE/
0.03% of their portfolio |
CHARLOTTE, NC |
3,069,3803.1m
$372.6m |
$372.6m |
0.03% |
Added
+14.9k |
+14,917 |
| 7 |
LPL Financial LLC
0.12% of their portfolio |
FORT MILL, SC |
3,006,4743.0m
$364.9m |
$364.9m |
0.12% |
Added
+106.1k |
+106,143 |
| 8 |
ENVESTNET ASSET MANAGEMENT INC
0.09% of their portfolio |
Berwyn, PA |
2,491,0252.5m
$302.4m |
$302.4m |
0.09% |
Added
+55.6k |
+55,579 |
| 9 |
GOLDMAN SACHS GROUP INC
0.04% of their portfolio |
NEW YORK, NY |
2,169,4362.2m
$263.3m |
$263.3m |
0.04% |
Added
+155.0k |
+154,995 |
| 10 |
SigFig Wealth Management, LLC
7.46% of their portfolio |
SAN FRANCISCO, CA |
1,866,3221.9m
$225.3m |
$225.3m |
7.46% |
Reduced
-493 |
-493 |
| 11 |
RiverFront Investment Group, LLC
4.28% of their portfolio |
RICHMOND, VA |
1,807,2771.8m
$219.4m |
$219.4m |
4.28% |
Added
+16.8k |
+16,820 |
| 12 |
ROYAL BANK OF CANADA
0.02% of their portfolio |
TORONTO, A6 |
1,673,6921.7m
$203.2m |
$203.2m |
0.02% |
Added
+1.0m |
+1,000,942 |
| 13 |
Glenview Trust Co
2.54% of their portfolio |
Louisville, KY |
1,207,9321.2m
$146.6m |
$146.6m |
2.54% |
Reduced
-28.9k |
-28,868 |
| 14 |
RAYMOND JAMES FINANCIAL INC
0.05% of their portfolio |
ST. PETERSBURG, FL |
1,136,5611.1m
$138.0m |
$138.0m |
0.05% |
Added
+7.3k |
+7,293 |
| 15 |
HB Wealth Management, LLC
1.04% of their portfolio |
Atlanta, GA |
1,071,1011.1m
$130.0m |
$130.0m |
1.04% |
Added
+61.5k |
+61,537 |
| 16 |
Cetera Investment Advisers
0.19% of their portfolio |
SCHAUMBURG, IL |
936,162936.2k
$113.6m |
$113.6m |
0.19% |
Added
+37.3k |
+37,346 |
| 17 |
Financial Management Professionals, Inc.
11.64% of their portfolio |
AUSTIN, TX |
852,241852.2k
$103.4m |
$103.4m |
11.64% |
Added
+32.8k |
+32,782 |
| 18 |
SFMG, LLC
7.39% of their portfolio |
PLANO, TX |
811,380811.4k
$98.5m |
$98.5m |
7.39% |
Added
+10.3k |
+10,284 |
| 19 |
High Probability Advisors, LLC
14.50% of their portfolio |
Pittsford, NY |
798,650798.6k
$96.9m |
$96.9m |
14.50% |
Added
+54.6k |
+54,630 |
| 20 |
Sanctuary Advisors, LLC
0.54% of their portfolio |
INDIANAPOLIS, IN |
722,922722.9k
$87.7m |
$87.7m |
0.54% |
Added
+53.7k |
+53,652 |
| 21 |
OneDigital Investment Advisors LLC
0.94% of their portfolio |
OVERLAND PARK, KS |
694,413694.4k
$84.3m |
$84.3m |
0.94% |
Reduced
-69.2k |
-69,236 |
| 22 |
SkyView Investment Advisors, LLC
12.01% of their portfolio |
SHREWSBURY, NJ |
693,952694.0k
$83.8m |
$83.8m |
12.01% |
Reduced
-61.8k |
-61,795 |
| 23 |
Riverpoint Wealth Management Holdings, LLC
18.60% of their portfolio |
CHICAGO, IL |
651,531651.5k
$79.1m |
$79.1m |
18.60% |
Added
+19.4k |
+19,437 |
| 24 |
UBS Group AG
0.02% of their portfolio |
ZURICH, V8 |
606,911606.9k
$73.7m |
$73.7m |
0.02% |
Reduced
-17.5k |
-17,454 |
| 25 |
COMMONWEALTH EQUITY SERVICES, LLC
0.09% of their portfolio |
WALTHAM, MA |
559,083559.1k
$67.9m |
$67.9m |
0.09% |
Added
+1.5k |
+1,466 |
| 26 |
Goldstein Advisors, LLC
9.11% of their portfolio |
Madison, WI |
558,807558.8k
$67.8m |
$67.8m |
9.11% |
Added
+70 |
+70 |
| 27 |
Lifelong Wealth Advisors, Inc.
21.84% of their portfolio |
Arden Hills, MN |
541,738541.7k
$65.8m |
$65.8m |
21.84% |
Added
+9.4k |
+9,438 |
| 28 |
Hennion & Walsh Asset Management, Inc.
2.51% of their portfolio |
Parsippany, NJ |
513,062513.1k
$62.3m |
$62.3m |
2.51% |
Added
+4.2k |
+4,226 |
| 29 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.10% of their portfolio |
PLYMOUTH, MN |
510,081510.1k
$62.7m |
$62.7m |
0.10% |
Reduced
-120.0k |
-120,015 |
| 30 |
FIRST FOUNDATION ADVISORS
2.26% of their portfolio |
Irvine, CA |
502,401502.4k
$61.0m |
$61.0m |
2.26% |
Reduced
-11.7k |
-11,720 |
| 31 |
Orion Porfolio Solutions, LLC
0.49% of their portfolio |
OMAHA, NE |
472,118472.1k
$57.3m |
$57.3m |
0.49% |
Added
+29.6k |
+29,576 |
| 32 |
Leo Wealth, LLC
4.16% of their portfolio |
HURST, TX |
439,959440.0k
$53.4m |
$53.4m |
4.16% |
Added
+196.5k |
+196,461 |
| 33 |
APPLETON PARTNERS INC/MA
3.69% of their portfolio |
BOSTON, MA |
429,334429.3k
$52.1m |
$52.1m |
3.69% |
Reduced
-5.0k |
-5,042 |
| 34 |
Penney Financial, LLC
26.40% of their portfolio |
HOUSTON, TX |
427,800427.8k
$51.9m |
$51.9m |
26.40% |
Added
+34.5k |
+34,491 |
| 35 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV
14.83% of their portfolio |
ST. LOUIS, MO |
398,351398.4k
$48.4m |
$48.4m |
14.83% |
Reduced
-3.9k |
-3,924 |
| 36 |
HighTower Advisors, LLC
0.06% of their portfolio |
CHICAGO, IL |
389,200389.2k
$47.2m |
$47.2m |
0.06% |
Added
+32.5k |
+32,463 |
| 37 |
KINTRA WEALTH, LLC
27.52% of their portfolio |
WILLIAMSPORT, PA |
376,614376.6k
$45.7m |
$45.7m |
27.52% |
Reduced
-14.9k |
-14,930 |
| 38 |
IAG Wealth Partners, LLC
5.80% of their portfolio |
WAUKESHA, WI |
360,800360.8k
$43.8m |
$43.8m |
5.80% |
Added
+82.9k |
+82,884 |
| 39 |
Steward Partners Investment Advisory, LLC
0.34% of their portfolio |
STAMFORD, CT |
355,944355.9k
$43.2m |
$43.2m |
0.34% |
Reduced
-743 |
-743 |
| 40 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
350,073350.1k
$42.5m |
$42.5m |
0.00% |
Added
+10.2k |
+10,216 |
| 41 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
6.12% of their portfolio |
PITTSBURGH, PA |
340,182340.2k
$41.3m |
$41.3m |
6.12% |
Added
+28.4k |
+28,389 |
| 42 |
Dynamic Advisor Solutions LLC
1.21% of their portfolio |
PHOENIX, AZ |
321,942321.9k
$39.1m |
$39.1m |
1.21% |
Added
+4.0k |
+4,034 |
| 43 |
LexAurum Advisors, LLC
5.73% of their portfolio |
OVERLAND PARK, KS |
298,978299.0k
$36.3m |
$36.3m |
5.73% |
Added
+106.2k |
+106,163 |
| 44 |
Janney Montgomery Scott LLC
0.09% of their portfolio |
PHILADELPHIA, PA |
294,494294.5k
$35.7m |
$35.7m |
0.09% |
Reduced
-89.6k |
-89,624 |
| 45 |
Corient Private Wealth LP
0.04% of their portfolio |
MIAMI, FL |
271,060271.1k
$32.9m |
$32.9m |
0.04% |
Reduced
-18.5k |
-18,497 |
| 46 |
Baird Financial Group, Inc.
0.06% of their portfolio |
MILWAUKEE, WI |
269,640269.6k
$32.7m |
$32.7m |
0.06% |
Added
+19.8k |
+19,800 |
| 47 |
Retirement Planning Group, LLC
1.32% of their portfolio |
LEAWOOD, KS |
256,297256.3k
$31.1m |
$31.1m |
1.32% |
Reduced
-66.0k |
-66,050 |
| 48 |
AXXCESS WEALTH MANAGEMENT, LLC
0.74% of their portfolio |
CARLSBAD, CA |
254,746254.7k
$30.9m |
$30.9m |
0.74% |
Reduced
-16.4k |
-16,380 |
| 49 |
AQR CAPITAL MANAGEMENT LLC
0.03% of their portfolio |
Greenwich, CT |
250,514250.5k
$30.4m |
$30.4m |
0.03% |
Added
+229.9k |
+229,875 |
| 50 |
PRINCIPAL SECURITIES, INC.
0.55% of their portfolio |
DES MOINES, IA |
242,264242.3k
$29.4m |
$29.4m |
0.55% |
Added
+29.1k |
+29,119 |
| 51 |
Kelman-Lazarov, Inc.
4.59% of their portfolio |
MEMPHIS, TN |
233,364233.4k
$28.3m |
$28.3m |
4.59% |
Reduced
-19.8k |
-19,789 |
| 52 |
Cornerstone Advisory, LLC
2.98% of their portfolio |
HUNT VALLEY, MD |
228,474228.5k
$27.7m |
$27.7m |
2.98% |
Reduced
-227 |
-227 |
| 53 |
CAPTRUST FINANCIAL ADVISORS
0.06% of their portfolio |
RALEIGH, NC |
214,400214.4k
$26.0m |
$26.0m |
0.06% |
Added
+1.4k |
+1,417 |
| 54 |
1900 WEALTH MANAGEMENT LLC
1.95% of their portfolio |
SAN ANTONIO, TX |
212,708212.7k
$25.8m |
$25.8m |
1.95% |
Reduced
-662 |
-662 |
| 55 |
&PARTNERS
0.19% of their portfolio |
NASHVILLE, TN |
207,455207.5k
$25.1m |
$25.1m |
0.19% |
Reduced
-16.6k |
-16,604 |
| 56 |
OSAIC HOLDINGS, INC.
0.04% of their portfolio |
SCOTTSDALE, AZ |
204,396204.4k
$24.8m |
$24.8m |
0.04% |
Reduced
-37.5k |
-37,487 |
| 57 |
Gladstone Institutional Advisory LLC
0.91% of their portfolio |
Bedminster, NJ |
181,448181.4k
$22.0m |
$22.0m |
0.91% |
Added
+4.2k |
+4,199 |
| 58 |
VAUGHAN & Co SECURITIES, INC.
12.57% of their portfolio |
Ridgewood, NJ |
180,523180.5k
$21.9m |
$21.9m |
12.57% |
Added
+5.1k |
+5,139 |
| 59 |
Centurion Wealth Management LLC
6.25% of their portfolio |
Mclean, VA |
179,519179.5k
$21.8m |
$21.8m |
6.25% |
Added
+19.7k |
+19,726 |
| 60 |
GFG Capital, LLC
6.42% of their portfolio |
MIAMI, FL |
177,119177.1k
$21.5m |
$21.5m |
6.42% |
Reduced
-301.2k |
-301,193 |
| 61 |
Private Advisor Group, LLC
0.11% of their portfolio |
MORRISTOWN, NJ |
168,093168.1k
$20.4m |
$20.4m |
0.11% |
Added
+12.0k |
+12,011 |
| 62 |
ACIMA PRIVATE WEALTH, LLC
6.94% of their portfolio |
RICHMOND, VA |
167,697167.7k
$20.4m |
$20.4m |
6.94% |
Reduced
-3.0k |
-2,978 |
| 63 |
MAI Capital Management
0.14% of their portfolio |
INDEPENDENCE, OH |
166,877166.9k
$20.3m |
$20.3m |
0.14% |
Reduced
-13 |
-13 |
| 64 |
NorthStar Asset Management LLC /NJ/
10.28% of their portfolio |
BERKELEY HEIGHTS, NJ |
160,565160.6k
$19.5m |
$19.5m |
10.28% |
Added
+4.5k |
+4,478 |
| 65 |
Focus Partners Wealth
0.04% of their portfolio |
ST LOUIS, MO |
158,848158.8k
$19.3m |
$19.3m |
0.04% |
Added
+72.0k |
+72,038 |
| 66 |
Kings Path Partners LLC
7.53% of their portfolio |
SUGAR LAND, TX |
154,010154.0k
$18.7m |
$18.7m |
7.53% |
Added
+18.9k |
+18,943 |
| 67 |
MERCER GLOBAL ADVISORS INC /ADV
0.04% of their portfolio |
DENVER, CO |
153,040153.0k
$18.6m |
$18.6m |
0.04% |
Reduced
-6.0k |
-5,991 |
| 68 |
Allworth Financial LP
0.09% of their portfolio |
FOLSOM, CA |
151,425151.4k
$18.4m |
$18.4m |
0.09% |
Reduced
-1.6k |
-1,640 |
| 69 |
ARVEST INVESTMENTS, INC.
2.65% of their portfolio |
LOWELL, AR |
145,280145.3k
$17.6m |
$17.6m |
2.65% |
Reduced
-604 |
-604 |
| 70 |
Lido Advisors, LLC
0.09% of their portfolio |
Los Angeles, CA |
145,164145.2k
$17.6m |
$17.6m |
0.09% |
Added
+3.0k |
+2,958 |
| 71 |
Horizon Family Wealth, Inc.
10.68% of their portfolio |
CHICAGO, IL |
144,295144.3k
$17.5m |
$17.5m |
10.68% |
Reduced
-67.8k |
-67,835 |
| 72 |
GeoWealth Management, LLC
0.68% of their portfolio |
CHICAGO, IL |
143,712143.7k
$17.4m |
$17.4m |
0.68% |
Added
+2.0k |
+1,989 |
| 73 |
AlphaCore Capital LLC
0.65% of their portfolio |
LA JOLLA, CA |
140,252140.3k
$17.0m |
$17.0m |
0.65% |
Added
+139.4k |
+139,367 |
| 74 |
Gratus Wealth Advisors, LLC
2.52% of their portfolio |
VIRGINIA BEACH, VA |
137,088137.1k
$16.6m |
$16.6m |
2.52% |
Added
+395 |
+395 |
| 75 |
Silicon Valley Capital Partners
1.71% of their portfolio |
SAN JOSE, CA |
134,791134.8k
$16.4m |
$16.4m |
1.71% |
Reduced
-1.1k |
-1,095 |
| 76 |
Paul R. Ried Financial Group, LLC
9.84% of their portfolio |
BELLEVUE, WA |
134,025134.0k
$16.3m |
$16.3m |
9.84% |
Added
+2.9k |
+2,889 |
| 77 |
LINCOLN CAPITAL CORP
6.08% of their portfolio |
EAST GREENWICH, RI |
130,453130.5k
$15.8m |
$15.8m |
6.08% |
Added
+10.9k |
+10,876 |
| 78 |
Mariner, LLC
0.02% of their portfolio |
Overland Park, KS |
128,549128.5k
$15.6m |
$15.6m |
0.02% |
Reduced
-12.7k |
-12,681 |
| 79 |
Inscription Capital, LLC
2.25% of their portfolio |
HOUSTON, TX |
128,389128.4k
$15.6m |
$15.6m |
2.25% |
Reduced
-7.7k |
-7,684 |
| 80 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
123,274123.3k
$15.0m |
$15.0m |
0.02% |
Added
+74.9k |
+74,939 |
| 81 |
Nabity-Jensen Investment Management Inc
11.01% of their portfolio |
OMAHA, NE |
122,901122.9k
$14.9m |
$14.9m |
11.01% |
Added
+3.4k |
+3,442 |
| 82 |
Worth Financial Advisory Group, LLC
8.68% of their portfolio |
CHARLOTTE, NC |
116,477116.5k
$14.1m |
$14.1m |
8.68% |
Reduced
-2.7k |
-2,676 |
| 83 |
RFG Advisory, LLC
0.33% of their portfolio |
BIRMINGHAM, AL |
115,855115.9k
$14.1m |
$14.1m |
0.33% |
Added
+103.0k |
+103,001 |
| 84 |
CoreCap Advisors, LLC
0.55% of their portfolio |
SOUTHFIELD, MI |
113,504113.5k
$13.8m |
$13.8m |
0.55% |
Added
+2.2k |
+2,216 |
| 85 |
NOVARE CAPITAL MANAGEMENT LLC
1.06% of their portfolio |
CHARLOTTE, NC |
107,427107.4k
$13.0m |
$13.0m |
1.06% |
Added
+1.4k |
+1,380 |
| 86 |
Canvas Wealth Advisors, LLC
2.64% of their portfolio |
SHAWNEE, KS |
107,325107.3k
$13.4m |
$13.4m |
2.64% |
Added
+4.5k |
+4,496 |
| 87 |
Envestnet Portfolio Solutions, Inc.
0.05% of their portfolio |
BERWYN, PA |
105,293105.3k
$12.8m |
$12.8m |
0.05% |
Reduced
-1.3k |
-1,260 |
| 88 |
XML Financial, LLC
1.11% of their portfolio |
BETHESDA, MD |
105,089105.1k
$12.8m |
$12.8m |
1.11% |
Reduced
-1.3k |
-1,271 |
| 89 |
Ledyard National Bank
1.20% of their portfolio |
HANOVER, NH |
104,945104.9k
$12.7m |
$12.7m |
1.20% |
Reduced
-1.6k |
-1,617 |
| 90 |
Strategic Financial Services, Inc.
0.68% of their portfolio |
UTICA, NY |
103,768103.8k
$12.6m |
$12.6m |
0.68% |
Added
+36.9k |
+36,851 |
| 91 |
Regal Investment Advisors LLC
0.94% of their portfolio |
KENTWOOD, MI |
103,595103.6k
$12.6m |
$12.6m |
0.94% |
Reduced
-3.7k |
-3,664 |
| 92 |
Family Manage LLC
1.79% of their portfolio |
NEW YORK, NY |
96,90796.9k
$11.8m |
$11.8m |
1.79% |
Added
+3.7k |
+3,663 |
| 93 |
COZAD ASSET MANAGEMENT INC
1.03% of their portfolio |
CHAMPAIGN, IL |
96,85696.9k
$11.8m |
$11.8m |
1.03% |
Added
+1.9k |
+1,862 |
| 94 |
Capital Advisors, Ltd. LLC
1.42% of their portfolio |
SHAKER HEIGHTS, OH |
94,65594.7k
$11.5m |
$11.5m |
1.42% |
Reduced
-1.4k |
-1,357 |
| 95 |
COMERICA BANK
0.04% of their portfolio |
DALLAS, TX |
89,88189.9k
$10.9m |
$10.9m |
0.04% |
Reduced
-2.8k |
-2,848 |
| 96 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
86,06386.1k
$10.4m |
$10.4m |
0.00% |
Added
+1.5k |
+1,457 |
| 97 |
Nikulski Financial, Inc.
2.83% of their portfolio |
BETTENDORF, IA |
85,17785.2k
$10.3m |
$10.3m |
2.83% |
Reduced
-604 |
-604 |
| 98 |
Hixon Zuercher, LLC
3.34% of their portfolio |
Findlay, OH |
85,03985.0k
$10.3m |
$10.3m |
3.34% |
Reduced
-5.0k |
-5,048 |
| 99 |
Sowell Financial Services LLC
0.41% of their portfolio |
NORTH LITTLE ROCK, AR |
82,11482.1k
$10.0m |
$10.0m |
0.41% |
Added
+67.5k |
+67,529 |
| 100 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
81,85181.9k
$9.9m |
$9.9m |
0.01% |
Reduced
-4.5k |
-4,519 |