| 1 |
Peak Asset Management, LLC
2.37% of their portfolio |
LOUISVILLE, CO |
135,861135.9k
$16.1m |
$16.1m |
2.37% |
Added
+915 |
+915 |
| 2 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
102,176102.2k
$12.1m |
$12.1m |
0.00% |
Reduced
-166.3k |
-166,321 |
| 3 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
50,06250.1k
$5.9m |
$5.9m |
0.00% |
Reduced
-29.0k |
-29,048 |
| 4 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
42,97043.0k
$5.1m |
$5.1m |
0.00% |
Reduced
-683 |
-683 |
| 5 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
39,04339.0k
$4.6m |
$4.6m |
0.01% |
Added
+11.5k |
+11,509 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
36,89736.9k
$4.4m |
$4.4m |
0.00% |
Added
+9.7k |
+9,741 |
| 7 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
30,63930.6k
$3.6m |
$3.6m |
0.00% |
Reduced
-43.8k |
-43,819 |
| 8 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
25,70025.7k
$3.0m |
$3.0m |
0.00% |
Reduced
-29.1k |
-29,066 |
| 9 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
23,00623.0k
$2.7m |
$2.7m |
0.00% |
Reduced
-24.7k |
-24,703 |
| 10 |
Joseph Group Capital Management
0.57% of their portfolio |
COLUMBUS, OH |
22,96623.0k
$2.7m |
$2.7m |
0.57% |
Added
+253 |
+253 |
| 11 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC
0.49% of their portfolio |
PRINCETON, NJ |
18,23118.2k
$2.2m |
$2.2m |
0.49% |
Added
+197 |
+197 |
| 12 |
Beacon Pointe Advisors, LLC
0.01% of their portfolio |
NEWPORT BEACH, CA |
16,87116.9k
$2.0m |
$2.0m |
0.01% |
New |
|
| 13 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
16,83216.8k
$2.0m |
$2.0m |
0.00% |
Reduced
-45.5k |
-45,545 |
| 14 |
Trilogy Capital Inc.
0.07% of their portfolio |
IRVINE, CA |
15,47615.5k
$1.8m |
$1.8m |
0.07% |
Reduced
-505 |
-505 |
| 15 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
15,41615.4k
$1.8m |
$1.8m |
0.00% |
Added
+5.3k |
+5,307 |
| 16 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
15,24515.2k
$1.8m |
$1.8m |
0.00% |
Added
+14.0k |
+14,012 |
| 17 |
Institute for Wealth Management, LLC.
0.13% of their portfolio |
DENVER, CO |
12,10112.1k
$1.4m |
$1.4m |
0.13% |
Added
+1 |
+1 |
| 18 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
11,59611.6k
$1.4m |
$1.4m |
0.00% |
Reduced
-8.2k |
-8,194 |
| 19 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
9,5709.6k
$1.1m |
$1.1m |
0.00% |
Added
+767 |
+767 |
| 20 |
Q3 Asset Management
0.19% of their portfolio |
BIRMINGHAM, MI |
8,6988.7k
$1.0m |
$1.0m |
0.19% |
Added
+6.0k |
+5,957 |
| 21 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
8,5028.5k
$1.0m |
$1.0m |
0.00% |
Reduced
-12.0k |
-11,960 |
| 22 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
8,2858.3k
$981.3k |
$981.3k |
0.00% |
Reduced
-2.0k |
-2,020 |
| 23 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
7,7787.8k
$922.1k |
$922.1k |
0.00% |
Added
+500 |
+500 |
| 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
7,3967.4k
$876.1k |
$876.1k |
0.00% |
Added
+3.9k |
+3,922 |
| 25 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
6,8376.8k
$809.8k |
$809.8k |
0.00% |
Added
+1.1k |
+1,090 |
| 26 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
6,7496.7k
$801.0k |
$801.0k |
0.00% |
Added
+185 |
+185 |
| 27 |
GILPIN WEALTH MANAGEMENT, LLC
0.55% of their portfolio |
DENVER, CO |
6,7186.7k
$795.7k |
$795.7k |
0.55% |
Reduced
-206 |
-206 |
| 28 |
FLAGSHIP HARBOR ADVISORS, LLC
0.03% of their portfolio |
BOSTON, MA |
6,5006.5k
$769.9k |
$769.9k |
0.03% |
Added
+451 |
+451 |
| 29 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
5,7085.7k
$677.1k |
$677.1k |
0.00% |
Added
+4.7k |
+4,704 |
| 30 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
5,4665.5k
$647.5k |
$647.5k |
0.00% |
Added
+481 |
+481 |
| 31 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
4,9294.9k
$583.8k |
$583.8k |
0.00% |
Added
+4.5k |
+4,482 |
| 32 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
4,5114.5k
$534.4k |
$534.4k |
0.00% |
Reduced
-175 |
-175 |
| 33 |
Capital Investment Advisory Services, LLC
0.03% of their portfolio |
RALEIGH, NC |
4,2314.2k
$501.2k |
$501.2k |
0.03% |
Added
+10 |
+10 |
| 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
4,1514.2k
$491.7k |
$491.7k |
0.00% |
New |
|
| 35 |
WHITTIER TRUST CO OF NEVADA INC
0.01% of their portfolio |
RENO, NV |
4,1304.1k
$504.9k |
$504.9k |
0.01% |
Unchanged |
|
| 36 |
Diversified Enterprises, LLC
0.02% of their portfolio |
Wilmington, DE |
4,0664.1k
$481.6k |
$481.6k |
0.02% |
Added
+1 |
+1 |
| 37 |
SUMMIT WEALTH GROUP LLC / CO
0.04% of their portfolio |
COLORADO SPRINGS, CO |
4,0634.1k
$481.2k |
$481.2k |
0.04% |
Reduced
-201 |
-201 |
| 38 |
SIMON QUICK ADVISORS, LLC
0.02% of their portfolio |
MORRISTOWN, NJ |
3,7003.7k
$438.3k |
$438.3k |
0.02% |
Unchanged |
|
| 39 |
Secure Asset Management, LLC
0.06% of their portfolio |
Troy, MI |
3,6153.6k
$428.2k |
$428.2k |
0.06% |
New |
|
| 40 |
Equitable Holdings, Inc.
0.00% of their portfolio |
NEW YORK, NY |
3,5163.5k
$416.5k |
$416.5k |
0.00% |
Reduced
-44 |
-44 |
| 41 |
Nicholas Hoffman & Company, LLC.
0.01% of their portfolio |
ATLANTA, GA |
3,4753.5k
$411.6k |
$411.6k |
0.01% |
Unchanged |
|
| 42 |
Stonebridge Financial Planning Group, LLC
0.13% of their portfolio |
ORLANDO, FL |
3,3753.4k
$399.8k |
$399.8k |
0.13% |
Added
+661 |
+661 |
| 43 |
Element Wealth, LLC
0.15% of their portfolio |
RIDGELAND, MS |
3,2903.3k
$389.7k |
$389.7k |
0.15% |
Reduced
-28 |
-28 |
| 44 |
GSA CAPITAL PARTNERS LLP
0.02% of their portfolio |
LONDON, X0 |
3,1083.1k
$368.0k |
$368.0k |
0.02% |
Reduced
-336 |
-336 |
| 45 |
MEANS INVESTMENT CO., INC.
0.03% of their portfolio |
BANGOR, ME |
2,9422.9k
$348.5k |
$348.5k |
0.03% |
Added
+4 |
+4 |
| 46 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
2,9372.9k
$347.9k |
$347.9k |
0.00% |
Reduced
-221.2k |
-221,179 |
| 47 |
J.W. COLE ADVISORS, INC.
0.01% of their portfolio |
TAMPA, FL |
2,9142.9k
$345.1k |
$345.1k |
0.01% |
Added
+2 |
+2 |
| 48 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.00% of their portfolio |
IRVING, TX |
2,8582.9k
$338.2k |
$338.2k |
0.00% |
Unchanged |
|
| 49 |
XTX Topco Ltd
0.00% of their portfolio |
LONDON, X0 |
2,7562.8k
$326.4k |
$326.4k |
0.00% |
New |
|
| 50 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
2,5842.6k
$306.0k |
$306.0k |
0.00% |
Reduced
-199 |
-199 |
| 51 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
2,5482.5k
$301.8k |
$301.8k |
0.00% |
Added
+2 |
+2 |
| 52 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
2,5342.5k
$300.1k |
$300.1k |
0.00% |
Unchanged |
|
| 53 |
COMMERCE BANK
0.00% of their portfolio |
KANSAS CITY, MO |
2,4502.5k
$290.2k |
$290.2k |
0.00% |
Unchanged |
|
| 54 |
CIBC Bancorp USA Inc.
0.00% of their portfolio |
CHICAGO, IL |
2,2002.2k
$260.6k |
$260.6k |
0.00% |
Unchanged |
|
| 55 |
Henson-Edgewater Management, LLC
0.14% of their portfolio |
AVON, OH |
2,1702.2k
$271.2k |
$271.2k |
0.14% |
Reduced
-275 |
-275 |
| 56 |
Focus Partners Advisor Solutions, LLC
0.00% of their portfolio |
SAINT LOUIS, MO |
2,0652.1k
$244.6k |
$244.6k |
0.00% |
Reduced
-12 |
-12 |
| 57 |
Nuveen, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
2,0622.1k
$244.2k |
$244.2k |
0.00% |
New |
|
| 58 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
2,0032.0k
$237.2k |
$237.2k |
0.00% |
Reduced
-3.9k |
-3,874 |
| 59 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
1,9812.0k
$234.6k |
$234.6k |
0.00% |
Reduced
-10 |
-10 |
| 60 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
1,9792.0k
$234.5k |
$234.5k |
0.00% |
New |
|
| 61 |
MOR Wealth Management, LLC
0.09% of their portfolio |
PHILADELPHIA, PA |
1,9101.9k
$226.2k |
$226.2k |
0.09% |
New |
|
| 62 |
Chevy Chase Trust Holdings, LLC
0.00% of their portfolio |
BETHESDA, MD |
1,9001.9k
$225.0k |
$225.0k |
0.00% |
New |
|
| 63 |
Chicago Partners Investment Group LLC
0.00% of their portfolio |
CHICAGO, IL |
1,8821.9k
$226.2k |
$226.2k |
0.00% |
New |
|
| 64 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
1,8551.9k
$219.7k |
$219.7k |
0.00% |
New |
|
| 65 |
TWO SIGMA INVESTMENTS, LP
0.00% of their portfolio |
NEW YORK, NY |
1,8361.8k
$217.5k |
$217.5k |
0.00% |
Reduced
-22.7k |
-22,664 |
| 66 |
Perennial Investment Advisors, LLC
0.01% of their portfolio |
Los Angeles, CA |
1,8151.8k
$215.0k |
$215.0k |
0.01% |
New |
|
| 67 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
1,8031.8k
$213.6k |
$213.6k |
0.00% |
Added
+34 |
+34 |
| 68 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
1,7221.7k
$204.0k |
$204.0k |
0.00% |
Unchanged |
|
| 69 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
1,6741.7k
$198.3k |
$198.3k |
0.00% |
Reduced
-347 |
-347 |
| 70 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
1,3251.3k
$156.9k |
$156.9k |
0.00% |
Unchanged |
|
| 71 |
VALLEY NATIONAL ADVISERS INC
0.02% of their portfolio |
BETHLEHEM, PA |
1,3211.3k
$156.5k |
$156.5k |
0.02% |
Unchanged |
|
| 72 |
Cordant, Inc.
0.03% of their portfolio |
PORTLAND, OR |
628628
$74.4k |
$74.4k |
0.03% |
New |
|
| 73 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.00% of their portfolio |
ORLANDO, FL |
609609
$71.6k |
$71.6k |
0.00% |
Unchanged |
|
| 74 |
North Star Investment Management Corp.
0.00% of their portfolio |
CHICAGO, IL |
600600
$71.1k |
$71.1k |
0.00% |
Unchanged |
|
| 75 |
BARTLETT & CO. WEALTH MANAGEMENT LLC
0.00% of their portfolio |
CINCINNATI, OH |
574574
$68.0k |
$68.0k |
0.00% |
Unchanged |
|
| 76 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
519519
$61.5k |
$61.5k |
0.00% |
Reduced
-50 |
-50 |
| 77 |
N.E.W. Advisory Services LLC
0.00% of their portfolio |
DE PERE, WI |
465465
$55.1k |
$55.1k |
0.00% |
Added
+1 |
+1 |
| 78 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
463463
$54.9k |
$54.9k |
0.00% |
New |
|
| 79 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
390390
$46.2k |
$46.2k |
0.00% |
Unchanged |
|
| 80 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
389389
$46.1k |
$46.1k |
0.00% |
Added
+42 |
+42 |
| 81 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
376376
$44.5k |
$44.5k |
0.00% |
Reduced
-90 |
-90 |
| 82 |
DHJJ Financial Advisors, Ltd.
0.01% of their portfolio |
NAPERVILLE, IL |
349349
$41.4k |
$41.4k |
0.01% |
Unchanged |
|
| 83 |
Kroeger Financial Partners
0.03% of their portfolio |
GRASS VALLEY, CA |
284284
$33.6k |
$33.6k |
0.03% |
First filing |
|
| 84 |
GAMMA Investing LLC
0.00% of their portfolio |
FOSTER CITY, CA |
241241
$28.5k |
$28.5k |
0.00% |
Unchanged |
|
| 85 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
240240
$28.4k |
$28.4k |
0.00% |
Added
+25 |
+25 |
| 86 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
230230
$27.2k |
$27.2k |
0.00% |
Unchanged |
|
| 87 |
BLAIR WILLIAM & CO/IL
0.00% of their portfolio |
CHICAGO, IL |
224224
$26.6k |
$26.6k |
0.00% |
Added
+164 |
+164 |
| 88 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
206206
$24.4k |
$24.4k |
0.00% |
Added
+1 |
+1 |
| 89 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.00% of their portfolio |
Stamford, CT |
188188
$22.3k |
$22.3k |
0.00% |
Reduced
-131 |
-131 |
| 90 |
Rossby Financial, LCC
0.00% of their portfolio |
MELBOURNE, FL |
161161
$19.1k |
$19.1k |
0.00% |
Unchanged |
|
| 91 |
HARBOR INVESTMENT ADVISORY, LLC
0.00% of their portfolio |
LUTHERVILLE, MD |
150150
$17.8k |
$17.8k |
0.00% |
Unchanged |
|
| 92 |
HORIZON BANCORP INC /IN/
0.01% of their portfolio |
MICHIGAN CITY, IN |
148148
$18.0k |
$18.0k |
0.01% |
Unchanged |
|
| 93 |
Federation des caisses Desjardins du Quebec
0.00% of their portfolio |
LEVIS, A8 |
129129
$15.3k |
$15.3k |
0.00% |
Unchanged |
|
| 94 |
HANTZ FINANCIAL SERVICES, INC.
0.00% of their portfolio |
SOUTHFIELD, MI |
116116
$14.0k |
$14.0k |
0.00% |
Unchanged |
|
| 95 |
Murphy & Mullick Capital Management Corp
0.01% of their portfolio |
SMITHTOWN, NY |
115115
$13.6k |
$13.6k |
0.01% |
Unchanged |
|
| 96 |
StrongBox Wealth, LLC
0.00% of their portfolio |
LEE'S SUMMIT, MO |
109109
$12.9k |
$12.9k |
0.00% |
New |
|
| 97 |
HOLLENCREST CAPITAL MANAGEMENT
0.00% of their portfolio |
NEWPORT BEACH, CA |
101101
$12.0k |
$12.0k |
0.00% |
Unchanged |
|
| 98 |
Fortis Group Advisors, LLC
0.00% of their portfolio |
WESTWOOD, NJ |
100100
$11.8k |
$11.8k |
0.00% |
Unchanged |
|
| 99 |
Crews Bank & Trust
0.00% of their portfolio |
PORT CHARLOTTE, FL |
100100
$11.8k |
$11.8k |
0.00% |
Unchanged |
|
| 100 |
FIDUCIARY FINANCIAL ADVISORS
0.00% of their portfolio |
GRAND RAPIDS, MI |
9393
$11.0k |
$11.0k |
0.00% |
New |
|