| 1 |
WELLS FARGO & COMPANY/MN
0.70% of their portfolio |
SAN FRANCISCO, CA |
28,093,92028.1m
$3.5bn |
$3.5bn |
0.70% |
Added
+75.2k |
+75,197 |
| 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.55% of their portfolio |
MILWAUKEE, WI |
7,085,7987.1m
$886.6m |
$886.6m |
0.55% |
Added
+8.0k |
+8,039 |
| 3 |
Betterment LLC
1.37% of their portfolio |
NEW YORK, NY |
5,769,0765.8m
$721.9m |
$721.9m |
1.37% |
Reduced
-236.6k |
-236,640 |
| 4 |
MORGAN STANLEY
0.04% of their portfolio |
NEW YORK, NY |
5,573,4415.6m
$697.4m |
$697.4m |
0.04% |
Reduced
-4.5k |
-4,518 |
| 5 |
LPL Financial LLC
0.11% of their portfolio |
FORT MILL, SC |
3,257,4673.3m
$407.6m |
$407.6m |
0.11% |
Added
+93.6k |
+93,623 |
| 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
7.86% of their portfolio |
LOS ANGELES, CA |
3,103,9193.1m
$388.4m |
$388.4m |
7.86% |
Reduced
-2.2m |
-2,220,533 |
| 7 |
BANK OF AMERICA CORP /DE/
0.03% of their portfolio |
CHARLOTTE, NC |
2,813,0282.8m
$352.0m |
$352.0m |
0.03% |
Reduced
-162.4k |
-162,378 |
| 8 |
ENVESTNET ASSET MANAGEMENT INC
0.09% of their portfolio |
Berwyn, PA |
2,678,7202.7m
$335.2m |
$335.2m |
0.09% |
Added
+239.8k |
+239,812 |
| 9 |
RiverFront Investment Group, LLC
3.85% of their portfolio |
RICHMOND, VA |
1,988,7022.0m
$248.8m |
$248.8m |
3.85% |
Added
+115.7k |
+115,664 |
| 10 |
SigFig Wealth Management, LLC
7.25% of their portfolio |
SAN FRANCISCO, CA |
1,975,4172.0m
$247.2m |
$247.2m |
7.25% |
Added
+234.1k |
+234,073 |
| 11 |
GOLDMAN SACHS GROUP INC
0.03% of their portfolio |
NEW YORK, NY |
1,771,7891.8m
$221.7m |
$221.7m |
0.03% |
Reduced
-737.2k |
-737,176 |
| 12 |
HB Wealth Management, LLC
1.01% of their portfolio |
Atlanta, GA |
1,248,3501.2m
$156.2m |
$156.2m |
1.01% |
Added
+37.1k |
+37,093 |
| 13 |
RAYMOND JAMES FINANCIAL INC
0.05% of their portfolio |
ST. PETERSBURG, FL |
1,181,6191.2m
$147.9m |
$147.9m |
0.05% |
Added
+30.7k |
+30,733 |
| 14 |
Glenview Trust Co
2.27% of their portfolio |
Louisville, KY |
1,154,7001.2m
$144.5m |
$144.5m |
2.27% |
Reduced
-5.8k |
-5,828 |
| 15 |
Cetera Investment Advisers
0.13% of their portfolio |
SCHAUMBURG, IL |
1,012,5081.0m
$126.7m |
$126.7m |
0.13% |
Added
+10.1k |
+10,074 |
| 16 |
SFMG, LLC
7.31% of their portfolio |
PLANO, TX |
852,009852.0k
$106.6m |
$106.6m |
7.31% |
Added
+22.9k |
+22,874 |
| 17 |
Financial Management Professionals, Inc.
11.89% of their portfolio |
AUSTIN, TX |
847,450847.5k
$106.0m |
$106.0m |
11.89% |
Added
+16.9k |
+16,887 |
| 18 |
High Probability Advisors, LLC
12.63% of their portfolio |
Pittsford, NY |
788,473788.5k
$98.7m |
$98.7m |
12.63% |
Reduced
-22.4k |
-22,440 |
| 19 |
ROYAL BANK OF CANADA
0.02% of their portfolio |
TORONTO, A6 |
715,231715.2k
$89.5m |
$89.5m |
0.02% |
Added
+47.5k |
+47,539 |
| 20 |
Riverpoint Wealth Management Holdings, LLC
17.21% of their portfolio |
CHICAGO, IL |
646,369646.4k
$80.9m |
$80.9m |
17.21% |
Added
+4.3k |
+4,307 |
| 21 |
SkyView Investment Advisors, LLC
10.87% of their portfolio |
SHREWSBURY, NJ |
645,766645.8k
$80.8m |
$80.8m |
10.87% |
Reduced
-6.7k |
-6,685 |
| 22 |
OneDigital Investment Advisors LLC
0.78% of their portfolio |
OVERLAND PARK, KS |
639,363639.4k
$80.0m |
$80.0m |
0.78% |
Reduced
-11.3k |
-11,262 |
| 23 |
Goldstein Advisors, LLC
8.31% of their portfolio |
Madison, WI |
597,997598.0k
$74.8m |
$74.8m |
8.31% |
Reduced
-77.3k |
-77,308 |
| 24 |
UBS Group AG
0.01% of their portfolio |
ZURICH, V8 |
580,375580.4k
$72.6m |
$72.6m |
0.01% |
Added
+1.9k |
+1,899 |
| 25 |
Hennion & Walsh Asset Management, Inc.
2.37% of their portfolio |
Parsippany, NJ |
563,097563.1k
$70.5m |
$70.5m |
2.37% |
Added
+31.0k |
+31,044 |
| 26 |
Lifelong Wealth Advisors, Inc.
18.31% of their portfolio |
Arden Hills, MN |
548,228548.2k
$68.6m |
$68.6m |
18.31% |
Added
+7.7k |
+7,652 |
| 27 |
Penney Financial, LLC
22.93% of their portfolio |
HOUSTON, TX |
477,721477.7k
$59.8m |
$59.8m |
22.93% |
Added
+5.1k |
+5,077 |
| 28 |
FIRST FOUNDATION ADVISORS
2.32% of their portfolio |
Irvine, CA |
459,085459.1k
$57.4m |
$57.4m |
2.32% |
Reduced
-8.3k |
-8,256 |
| 29 |
Leo Wealth, LLC
4.02% of their portfolio |
HURST, TX |
442,595442.6k
$55.4m |
$55.4m |
4.02% |
Reduced
-16.6k |
-16,587 |
| 30 |
Orion Porfolio Solutions, LLC
0.46% of their portfolio |
OMAHA, NE |
429,022429.0k
$53.7m |
$53.7m |
0.46% |
Reduced
-5.7k |
-5,729 |
| 31 |
APPLETON PARTNERS INC/MA
3.67% of their portfolio |
BOSTON, MA |
420,407420.4k
$52.6m |
$52.6m |
3.67% |
Reduced
-2.7k |
-2,680 |
| 32 |
COMMONWEALTH EQUITY SERVICES, LLC
0.07% of their portfolio |
WALTHAM, MA |
418,469418.5k
$52.4m |
$52.4m |
0.07% |
Reduced
-16.1k |
-16,120 |
| 33 |
HighTower Advisors, LLC
0.06% of their portfolio |
CHICAGO, IL |
415,335415.3k
$52.0m |
$52.0m |
0.06% |
Added
+1.8k |
+1,822 |
| 34 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
392,042392.0k
$47.7m |
$47.7m |
0.00% |
Added
+30.0k |
+29,977 |
| 35 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV
12.31% of their portfolio |
ST. LOUIS, MO |
376,239376.2k
$47.1m |
$47.1m |
12.31% |
Reduced
-2.7k |
-2,712 |
| 36 |
LexAurum Advisors, LLC
6.03% of their portfolio |
OVERLAND PARK, KS |
371,461371.5k
$46.5m |
$46.5m |
6.03% |
First filing |
|
| 37 |
RFG Advisory, LLC
0.85% of their portfolio |
BIRMINGHAM, AL |
369,331369.3k
$46.2m |
$46.2m |
0.85% |
Added
+71.8k |
+71,844 |
| 38 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
5.98% of their portfolio |
PITTSBURGH, PA |
360,535360.5k
$45.2m |
$45.2m |
5.98% |
Added
+4.2k |
+4,173 |
| 39 |
Steward Partners Investment Advisory, LLC
0.22% of their portfolio |
STAMFORD, CT |
344,254344.3k
$43.1m |
$43.1m |
0.22% |
Reduced
-2.8k |
-2,767 |
| 40 |
Baird Financial Group, Inc.
0.07% of their portfolio |
MILWAUKEE, WI |
343,984344.0k
$43.0m |
$43.0m |
0.07% |
Reduced
-392 |
-392 |
| 41 |
IAG Wealth Partners, LLC
4.55% of their portfolio |
WAUKESHA, WI |
325,461325.5k
$40.7m |
$40.7m |
4.55% |
Reduced
-2.4k |
-2,404 |
| 42 |
Dynamic Advisor Solutions LLC
1.28% of their portfolio |
PHOENIX, AZ |
324,786324.8k
$40.6m |
$40.6m |
1.28% |
Added
+2.1k |
+2,144 |
| 43 |
Janney Montgomery Scott LLC
0.09% of their portfolio |
PHILADELPHIA, PA |
287,997288.0k
$36.0m |
$36.0m |
0.09% |
Reduced
-34.2k |
-34,217 |
| 44 |
KINTRA WEALTH, LLC
2.52% of their portfolio |
WILLIAMSPORT, PA |
284,450284.4k
$35.6m |
$35.6m |
2.52% |
Reduced
-56.0k |
-55,979 |
| 45 |
AXXCESS WEALTH MANAGEMENT, LLC
1.12% of their portfolio |
CARLSBAD, CA |
280,056280.1k
$35.0m |
$35.0m |
1.12% |
Added
+5.9k |
+5,867 |
| 46 |
PRINCIPAL SECURITIES, INC.
0.51% of their portfolio |
DES MOINES, IA |
278,631278.6k
$34.9m |
$34.9m |
0.51% |
Added
+23.4k |
+23,376 |
| 47 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.08% of their portfolio |
PLYMOUTH, MN |
273,151273.2k
$34.5m |
$34.5m |
0.08% |
Reduced
-227.2k |
-227,173 |
| 48 |
AQR CAPITAL MANAGEMENT LLC
0.02% of their portfolio |
Greenwich, CT |
270,488270.5k
$33.8m |
$33.8m |
0.02% |
Added
+1.1k |
+1,147 |
| 49 |
Corient Private Wealth LP
0.05% of their portfolio |
MIAMI, FL |
257,234257.2k
$31.9m |
$31.9m |
0.05% |
Reduced
-273.4k |
-273,380 |
| 50 |
CAPTRUST FINANCIAL ADVISORS
0.05% of their portfolio |
RALEIGH, NC |
227,567227.6k
$28.5m |
$28.5m |
0.05% |
Added
+2.4k |
+2,370 |
| 51 |
OSAIC HOLDINGS, INC.
0.04% of their portfolio |
SCOTTSDALE, AZ |
219,388219.4k
$27.5m |
$27.5m |
0.04% |
Reduced
-26.4k |
-26,397 |
| 52 |
Centurion Wealth Management LLC
6.19% of their portfolio |
Mclean, VA |
219,236219.2k
$27.4m |
$27.4m |
6.19% |
Added
+35.7k |
+35,689 |
| 53 |
Cornerstone Advisory, LLC
2.55% of their portfolio |
HUNT VALLEY, MD |
214,951215.0k
$26.9m |
$26.9m |
2.55% |
Reduced
-8.1k |
-8,063 |
| 54 |
Sanctuary Advisors, LLC
0.14% of their portfolio |
INDIANAPOLIS, IN |
208,185208.2k
$26.1m |
$26.1m |
0.14% |
Reduced
-9.8k |
-9,774 |
| 55 |
Kelman-Lazarov, Inc.
3.70% of their portfolio |
MEMPHIS, TN |
206,054206.1k
$25.8m |
$25.8m |
3.70% |
Reduced
-7.4k |
-7,363 |
| 56 |
1900 WEALTH MANAGEMENT LLC
1.64% of their portfolio |
SAN ANTONIO, TX |
204,132204.1k
$25.5m |
$25.5m |
1.64% |
Added
+44 |
+44 |
| 57 |
&PARTNERS
0.12% of their portfolio |
NASHVILLE, TN |
200,240200.2k
$25.0m |
$25.0m |
0.12% |
Added
+7 |
+7 |
| 58 |
GFG Capital, LLC
7.48% of their portfolio |
MIAMI, FL |
187,212187.2k
$23.4m |
$23.4m |
7.48% |
Added
+16.8k |
+16,777 |
| 59 |
VAUGHAN & Co SECURITIES, INC.
12.16% of their portfolio |
Ridgewood, NJ |
185,931185.9k
$23.3m |
$23.3m |
12.16% |
Reduced
-619 |
-619 |
| 60 |
Envestnet Portfolio Solutions, Inc.
0.13% of their portfolio |
BERWYN, PA |
182,987183.0k
$22.9m |
$22.9m |
0.13% |
Added
+42.3k |
+42,287 |
| 61 |
Targeted Financial Services LLC
18.70% of their portfolio |
SEMINOLE, FL |
182,163182.2k
$22.8m |
$22.8m |
18.70% |
Reduced
-2.8k |
-2,827 |
| 62 |
Gladstone Institutional Advisory LLC
0.84% of their portfolio |
Bedminster, NJ |
181,371181.4k
$22.7m |
$22.7m |
0.84% |
Added
+1.9k |
+1,919 |
| 63 |
MAI Capital Management
0.13% of their portfolio |
INDEPENDENCE, OH |
181,323181.3k
$22.7m |
$22.7m |
0.13% |
Added
+13.0k |
+13,014 |
| 64 |
NorthStar Asset Management LLC /NJ/
10.48% of their portfolio |
BERKELEY HEIGHTS, NJ |
173,463173.5k
$21.7m |
$21.7m |
10.48% |
Added
+4.0k |
+3,996 |
| 65 |
Kings Path Partners LLC
6.98% of their portfolio |
SUGAR LAND, TX |
162,321162.3k
$20.3m |
$20.3m |
6.98% |
Reduced
-729 |
-729 |
| 66 |
Private Advisor Group, LLC
0.09% of their portfolio |
MORRISTOWN, NJ |
161,652161.7k
$20.2m |
$20.2m |
0.09% |
Added
+4.6k |
+4,644 |
| 67 |
Retirement Planning Group, LLC
0.61% of their portfolio |
LEAWOOD, KS |
157,795157.8k
$19.7m |
$19.7m |
0.61% |
Reduced
-18.8k |
-18,836 |
| 68 |
ARVEST INVESTMENTS, INC.
2.55% of their portfolio |
LOWELL, AR |
149,531149.5k
$18.7m |
$18.7m |
2.55% |
Added
+5.5k |
+5,458 |
| 69 |
Focus Partners Wealth
0.02% of their portfolio |
ST LOUIS, MO |
148,380148.4k
$18.6m |
$18.6m |
0.02% |
Added
+1.0k |
+1,046 |
| 70 |
Inscription Capital, LLC
1.90% of their portfolio |
HOUSTON, TX |
144,074144.1k
$18.0m |
$18.0m |
1.90% |
Added
+3.1k |
+3,141 |
| 71 |
ACIMA PRIVATE WEALTH, LLC
5.48% of their portfolio |
RICHMOND, VA |
139,567139.6k
$17.5m |
$17.5m |
5.48% |
Added
+506 |
+506 |
| 72 |
GeoWealth Management, LLC
0.63% of their portfolio |
CHICAGO, IL |
138,707138.7k
$17.4m |
$17.4m |
0.63% |
Added
+5.9k |
+5,867 |
| 73 |
MERCER GLOBAL ADVISORS INC /ADV
0.03% of their portfolio |
DENVER, CO |
138,126138.1k
$17.3m |
$17.3m |
0.03% |
Reduced
-2.0k |
-2,049 |
| 74 |
Paul R. Ried Financial Group, LLC
8.01% of their portfolio |
BELLEVUE, WA |
137,671137.7k
$17.2m |
$17.2m |
8.01% |
Reduced
-2.7k |
-2,731 |
| 75 |
Allworth Financial LP
0.07% of their portfolio |
FOLSOM, CA |
136,923136.9k
$17.1m |
$17.1m |
0.07% |
Reduced
-10.2k |
-10,224 |
| 76 |
Mariner, LLC
0.02% of their portfolio |
Overland Park, KS |
131,423131.4k
$16.4m |
$16.4m |
0.02% |
Added
+8.4k |
+8,367 |
| 77 |
Silicon Valley Capital Partners
1.61% of their portfolio |
SAN JOSE, CA |
131,175131.2k
$16.4m |
$16.4m |
1.61% |
Reduced
-4.2k |
-4,233 |
| 78 |
CoreCap Advisors, LLC
0.54% of their portfolio |
SOUTHFIELD, MI |
127,949127.9k
$16.0m |
$16.0m |
0.54% |
Added
+5.5k |
+5,508 |
| 79 |
Gratus Wealth Advisors, LLC
2.31% of their portfolio |
VIRGINIA BEACH, VA |
127,811127.8k
$16.0m |
$16.0m |
2.31% |
Reduced
-14.5k |
-14,493 |
| 80 |
Nabity-Jensen Investment Management Inc
10.40% of their portfolio |
OMAHA, NE |
119,824119.8k
$15.0m |
$15.0m |
10.40% |
Added
+1.3k |
+1,311 |
| 81 |
AlphaCore Capital LLC
0.34% of their portfolio |
LA JOLLA, CA |
116,135116.1k
$14.5m |
$14.5m |
0.34% |
Reduced
-6.9k |
-6,934 |
| 82 |
Canvas Wealth Advisors, LLC
2.41% of their portfolio |
SHAWNEE, KS |
113,456113.5k
$14.2m |
$14.2m |
2.41% |
Added
+920 |
+920 |
| 83 |
NOVARE CAPITAL MANAGEMENT LLC
1.06% of their portfolio |
CHARLOTTE, NC |
106,852106.9k
$13.4m |
$13.4m |
1.06% |
Reduced
-1.5k |
-1,486 |
| 84 |
LINCOLN CAPITAL CORP
4.90% of their portfolio |
EAST GREENWICH, RI |
106,396106.4k
$13.3m |
$13.3m |
4.90% |
Reduced
-14.8k |
-14,842 |
| 85 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
104,760104.8k
$13.1m |
$13.1m |
0.00% |
Added
+6.4k |
+6,381 |
| 86 |
Ledyard National Bank
1.12% of their portfolio |
HANOVER, NH |
103,060103.1k
$12.9m |
$12.9m |
1.12% |
Added
+1.3k |
+1,279 |
| 87 |
XML Financial, LLC
1.04% of their portfolio |
BETHESDA, MD |
102,663102.7k
$12.8m |
$12.8m |
1.04% |
Added
+4.5k |
+4,542 |
| 88 |
Family Manage LLC
1.49% of their portfolio |
NEW YORK, NY |
99,05299.1k
$12.4m |
$12.4m |
1.49% |
Added
+2.4k |
+2,385 |
| 89 |
Strategic Financial Services, Inc.
0.58% of their portfolio |
UTICA, NY |
97,70597.7k
$12.2m |
$12.2m |
0.58% |
Added
+798 |
+798 |
| 90 |
Hixon Zuercher, LLC
3.69% of their portfolio |
Findlay, OH |
94,68494.7k
$11.8m |
$11.8m |
3.69% |
Added
+1.7k |
+1,743 |
| 91 |
Capital Advisors, Ltd. LLC
1.33% of their portfolio |
SHAKER HEIGHTS, OH |
93,40693.4k
$11.7m |
$11.7m |
1.33% |
Reduced
-190 |
-190 |
| 92 |
Horizon Family Wealth, Inc.
6.16% of their portfolio |
CHICAGO, IL |
93,22393.2k
$11.7m |
$11.7m |
6.16% |
Reduced
-41.9k |
-41,850 |
| 93 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
91,31691.3k
$11.4m |
$11.4m |
0.02% |
Added
+6.2k |
+6,208 |
| 94 |
Ducere Wealth Management LLC
3.05% of their portfolio |
NEWPORT BEACH, CA |
90,30890.3k
$7.7m |
$7.7m |
3.05% |
Added
+71.5k |
+71,518 |
| 95 |
COZAD ASSET MANAGEMENT INC
0.88% of their portfolio |
CHAMPAIGN, IL |
89,38789.4k
$11.2m |
$11.2m |
0.88% |
Reduced
-2.6k |
-2,583 |
| 96 |
Randall & Associates Wealth Management
7.27% of their portfolio |
BUTLER, PA |
86,22486.2k
$10.8m |
$10.8m |
7.27% |
Added
+4.9k |
+4,927 |
| 97 |
Creative Planning
0.01% of their portfolio |
OVERLAND PARK, KS |
84,06484.1k
$10.5m |
$10.5m |
0.01% |
Added
+4.7k |
+4,657 |
| 98 |
NewEdge Advisors, LLC
0.04% of their portfolio |
NEW ORLEANS, LA |
83,50083.5k
$10.4m |
$10.4m |
0.04% |
Added
+13.8k |
+13,836 |
| 99 |
Nicholson Meyer Capital Management, Inc.
7.88% of their portfolio |
Kansas City, MO |
82,12882.1k
$10.3m |
$10.3m |
7.88% |
Added
+641 |
+641 |
| 100 |
Regal Investment Advisors LLC
0.59% of their portfolio |
KENTWOOD, MI |
81,64181.6k
$10.2m |
$10.2m |
0.59% |
Reduced
-13.8k |
-13,793 |