| 1 |
Resonant Capital Advisors, LLC
1.09% of their portfolio |
Madison, WI |
948,893948.9k
$22.8m |
$22.8m |
1.09% |
Added
+22.0k |
+22,010 |
| 2 |
Betterment LLC
0.03% of their portfolio |
NEW YORK, NY |
795,489795.5k
$19.2m |
$19.2m |
0.03% |
Added
+7.5k |
+7,534 |
| 3 |
Beacon Harbor Wealth Advisors, Inc.
2.94% of their portfolio |
VIRGINIA BEACH, VA |
582,845582.8k
$15.1m |
$15.1m |
2.94% |
Added
+70.5k |
+70,536 |
| 4 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
352,744352.7k
$8.5m |
$8.5m |
0.00% |
Reduced
-14.3k |
-14,310 |
| 5 |
AMERICAN FINANCIAL & TAX STRATEGIES INC
2.39% of their portfolio |
NEW YORK, NY |
219,667219.7k
$5.3m |
$5.3m |
2.39% |
Reduced
-840 |
-840 |
| 6 |
One Degree Advisors Inc
1.12% of their portfolio |
SAN DIEGO, CA |
209,681209.7k
$5.0m |
$5.0m |
1.12% |
Reduced
-22.5k |
-22,492 |
| 7 |
APPLETON PARTNERS INC/MA
0.26% of their portfolio |
BOSTON, MA |
175,603175.6k
$4.2m |
$4.2m |
0.26% |
Reduced
-3.6k |
-3,646 |
| 8 |
Inscription Capital, LLC
0.17% of their portfolio |
HOUSTON, TX |
81,71181.7k
$2.0m |
$2.0m |
0.17% |
Reduced
-11.7k |
-11,741 |
| 9 |
Prospect Financial Group LLC
1.44% of their portfolio |
ARLINGTON, VA |
74,01574.0k
$1.8m |
$1.8m |
1.44% |
Reduced
-1.9k |
-1,904 |
| 10 |
Evolution Wealth Advisors, LLC
0.16% of their portfolio |
AVENTURA, FL |
56,25556.3k
$1.4m |
$1.4m |
0.16% |
Unchanged |
|
| 11 |
Vise Technologies, Inc.
0.01% of their portfolio |
NEW YORK, NY |
42,75342.8k
$1.0m |
$1.0m |
0.01% |
Reduced
-2.1k |
-2,145 |
| 12 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
41,80041.8k
$1.0m |
$1.0m |
0.00% |
Added
+8.8k |
+8,812 |
| 13 |
Cresset Asset Management, LLC
0.00% of their portfolio |
Chicago, IL |
40,26840.3k
$969.7k |
$969.7k |
0.00% |
Unchanged |
|
| 14 |
Nuveen, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
39,53639.5k
$952.0k |
$952.0k |
0.00% |
New |
|
| 15 |
Comprehensive Money Management Services LLC
0.47% of their portfolio |
CORAL GABLES, FL |
30,78830.8k
$741.4k |
$741.4k |
0.47% |
Reduced
-2.5k |
-2,537 |
| 16 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
27,77927.8k
$668.9k |
$668.9k |
0.00% |
Added
+4.7k |
+4,704 |
| 17 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
21,15721.2k
$509.4k |
$509.4k |
0.00% |
Reduced
-19.2k |
-19,159 |
| 18 |
WCG Wealth Advisors LLC
0.01% of their portfolio |
LAS VEGAS, NV |
18,21118.2k
$438.5k |
$438.5k |
0.01% |
Reduced
-71 |
-71 |
| 19 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
17,93517.9k
$431.9k |
$431.9k |
0.01% |
Added
+3.9k |
+3,869 |
| 20 |
Financial Enhancement Group LLC
0.04% of their portfolio |
ANDERSON, IN |
14,75214.8k
$355.2k |
$355.2k |
0.04% |
New |
|
| 21 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
13,49413.5k
$325.0k |
$325.0k |
0.00% |
Reduced
-471 |
-471 |
| 22 |
Arete Wealth Advisors, LLC
0.02% of their portfolio |
CHICAGO, IL |
12,40412.4k
$298.7k |
$298.7k |
0.02% |
New |
|
| 23 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
9,7619.8k
$235.0k |
$235.0k |
0.00% |
Reduced
-257 |
-257 |
| 24 |
Braun-Bostich & Associates Inc.
0.12% of their portfolio |
CANONSBURG, PA |
8,8658.9k
$213.5k |
$213.5k |
0.12% |
Reduced
-750 |
-750 |
| 25 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
4,7344.7k
$114.0k |
$114.0k |
0.00% |
Reduced
-112 |
-112 |
| 26 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
4,4444.4k
$107.0k |
$107.0k |
0.00% |
Reduced
-20 |
-20 |
| 27 |
Pacific Center for Financial Services
0.01% of their portfolio |
DANVILLE, CA |
2,6652.7k
$64.2k |
$64.2k |
0.01% |
Unchanged |
|
| 28 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,0001.0k
$24.1k |
$24.1k |
0.00% |
Unchanged |
|
| 29 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
554554
$13.3k |
$13.3k |
0.00% |
Unchanged |
|
| 30 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
263263
$6.3k |
$6.3k |
0.00% |
First filing |
|
| 31 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
215215
$5.2k |
$5.2k |
0.00% |
Unchanged |
|
| 32 |
MCF Advisors LLC
0.00% of their portfolio |
LEXINGTON, KY |
200200
$4.8k |
$4.8k |
0.00% |
Unchanged |
|
| 33 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
190190
$4.6k |
$4.6k |
0.00% |
Unchanged |
|
| 34 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
6060
$1.4k |
$1.4k |
0.00% |
Added
+30 |
+30 |
| 35 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
5555
$1.3k |
$1.3k |
0.00% |
Unchanged |
|
| 36 |
Blue Trust, Inc.
0.00% of their portfolio |
BRENTWOOD, TN |
1111
$265 |
$265 |
0.00% |
Unchanged |
|
| 37 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
22
$52 |
$52 |
0.00% |
Added
+1 |
+1 |
| 38 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
00
$11 |
$11 |
0.00% |
Unchanged |
|