| 1 |
MML INVESTORS SERVICES, LLC
0.04% of their portfolio |
SPRINGFIELD, MA |
247,105247.1k
$18.8m |
$18.8m |
0.04% |
Added
+27.8k |
+27,789 |
| 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
192,767192.8k
$14.6m |
$14.6m |
0.01% |
Reduced
-231 |
-231 |
| 3 |
STATE OF WISCONSIN INVESTMENT BOARD
0.03% of their portfolio |
MADISON, WI |
179,350179.3k
$13.6m |
$13.6m |
0.03% |
Added
+1.2k |
+1,237 |
| 4 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
172,189172.2k
$13.1m |
$13.1m |
0.00% |
Reduced
-196 |
-196 |
| 5 |
Checchi Capital Advisers, LLC
0.78% of their portfolio |
BEVERLY HILLS, CA |
162,692162.7k
$12.3m |
$12.3m |
0.78% |
Added
+1.1k |
+1,137 |
| 6 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
144,032144.0k
$10.9m |
$10.9m |
0.00% |
Reduced
-61.5k |
-61,516 |
| 7 |
Savant Capital, LLC
0.03% of their portfolio |
ROCKFORD, IL |
120,210120.2k
$9.1m |
$9.1m |
0.03% |
Added
+902 |
+902 |
| 8 |
EVERGREEN CAPITAL MANAGEMENT LLC
0.16% of their portfolio |
Bellevue, WA |
119,047119.0k
$9.0m |
$9.0m |
0.16% |
Unchanged |
|
| 9 |
HARBOR ADVISORY CORP /MA/
2.36% of their portfolio |
PORTSMOUTH, NH |
116,281116.3k
$8.8m |
$8.8m |
2.36% |
Added
+2.7k |
+2,718 |
| 10 |
OLD MISSION CAPITAL LLC
0.22% of their portfolio |
CHICAGO, IL |
112,416112.4k
$8.5m |
$8.5m |
0.22% |
Added
+70.8k |
+70,770 |
| 11 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
111,692111.7k
$8.5m |
$8.5m |
0.00% |
Added
+6.4k |
+6,423 |
| 12 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
105,226105.2k
$8.0m |
$8.0m |
0.00% |
Added
+975 |
+975 |
| 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.01% of their portfolio |
BALA CYNWYD, PA |
100,791100.8k
$7.6m |
$7.6m |
0.01% |
Added
+66.5k |
+66,492 |
| 14 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
90,01390.0k
$6.8m |
$6.8m |
0.00% |
Added
+11.3k |
+11,338 |
| 15 |
Johnson Financial Group, LLC
0.33% of their portfolio |
Denver, CO |
81,11581.1k
$6.2m |
$6.2m |
0.33% |
Reduced
-3.7k |
-3,666 |
| 16 |
Omega Financial Group, LLC
1.78% of their portfolio |
Santa Barbara, CA |
76,93176.9k
$5.8m |
$5.8m |
1.78% |
Reduced
-377 |
-377 |
| 17 |
Texas Yale Capital Corp.
0.11% of their portfolio |
ST. PETERSBURG, FL |
67,00767.0k
$5.1m |
$5.1m |
0.11% |
Added
+1.2k |
+1,236 |
| 18 |
Pathway Financial Advisors LLC
0.49% of their portfolio |
SOUTH BURLINGTON, VT |
56,45356.5k
$4.2m |
$4.2m |
0.49% |
Added
+689 |
+689 |
| 19 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
53,84553.8k
$4.1m |
$4.1m |
0.00% |
Reduced
-1.6k |
-1,642 |
| 20 |
Sowell Financial Services LLC
0.12% of their portfolio |
NORTH LITTLE ROCK, AR |
48,94448.9k
$3.7m |
$3.7m |
0.12% |
Added
+324 |
+324 |
| 21 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
47,15347.2k
$3.6m |
$3.6m |
0.00% |
Added
+5.2k |
+5,237 |
| 22 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
42,71542.7k
$3.2m |
$3.2m |
0.00% |
Added
+37.6k |
+37,634 |
| 23 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
40,39340.4k
$3.1m |
$3.1m |
0.00% |
Reduced
-1.1k |
-1,054 |
| 24 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
39,81239.8k
$3.0m |
$3.0m |
0.00% |
Added
+3.1k |
+3,074 |
| 25 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
32,40332.4k
$2.5m |
$2.5m |
0.00% |
Added
+710 |
+710 |
| 26 |
Clear Harbor Asset Management, LLC
0.14% of their portfolio |
Stamford, CT |
29,68429.7k
$2.3m |
$2.3m |
0.14% |
Added
+3.8k |
+3,785 |
| 27 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
29,66029.7k
$2.3m |
$2.3m |
0.01% |
Added
+15.6k |
+15,615 |
| 28 |
Cypress Point Wealth Management, LLC
0.41% of their portfolio |
DALLAS, TX |
26,69826.7k
$2.0m |
$2.0m |
0.41% |
Reduced
-3.2k |
-3,215 |
| 29 |
VICTORY CAPITAL MANAGEMENT INC
0.00% of their portfolio |
San Antonio, TX |
26,64626.6k
$2.0m |
$2.0m |
0.00% |
Added
+1.4k |
+1,430 |
| 30 |
Pure Financial Advisors, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
25,20125.2k
$1.9m |
$1.9m |
0.02% |
Reduced
-20 |
-20 |
| 31 |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
1.14% of their portfolio |
SPOKANE, WA |
22,30322.3k
$1.7m |
$1.7m |
1.14% |
Reduced
-39.8k |
-39,778 |
| 32 |
Summit Financial, LLC
0.02% of their portfolio |
PARSIPPANY, NJ |
21,02621.0k
$1.6m |
$1.6m |
0.02% |
Reduced
-1.9k |
-1,860 |
| 33 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
20,93420.9k
$1.6m |
$1.6m |
0.01% |
Reduced
-1.3k |
-1,300 |
| 34 |
Williams & Novak, LLC
1.02% of their portfolio |
WESTLAKE VILLAGE, CA |
20,03520.0k
$1.5m |
$1.5m |
1.02% |
Reduced
-229 |
-229 |
| 35 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.02% of their portfolio |
Seattle, WA |
17,63817.6k
$1.3m |
$1.3m |
0.02% |
Reduced
-134 |
-134 |
| 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
17,02217.0k
$1.3m |
$1.3m |
0.00% |
New |
|
| 37 |
REBALANCE, LLC
0.06% of their portfolio |
PALO ALTO, CA |
15,80415.8k
$1.2m |
$1.2m |
0.06% |
Reduced
-862 |
-862 |
| 38 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
15,56415.6k
$1.2m |
$1.2m |
0.00% |
Added
+10.1k |
+10,089 |
| 39 |
Greenspring Advisors, LLC
0.06% of their portfolio |
Towson, MD |
15,44015.4k
$1.2m |
$1.2m |
0.06% |
Reduced
-262 |
-262 |
| 40 |
NorthLanding Financial Partners, LLC
0.80% of their portfolio |
ROCHESTER, NY |
15,32015.3k
$1.2m |
$1.2m |
0.80% |
Added
+842 |
+842 |
| 41 |
SAX WEALTH ADVISORS, LLC
0.04% of their portfolio |
PARSIPPANY, NJ |
14,00914.0k
$969.2k |
$969.2k |
0.04% |
Reduced
-3.8k |
-3,769 |
| 42 |
Perigon Wealth Management, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
11,26411.3k
$854.8k |
$854.8k |
0.01% |
Added
+37 |
+37 |
| 43 |
Powerhouse Assets LLC
0.68% of their portfolio |
LINCOLN, MA |
11,02511.0k
$836.7k |
$836.7k |
0.68% |
Added
+301 |
+301 |
| 44 |
Pathstone Holdings, LLC
0.00% of their portfolio |
ENGLEWOOD, NJ |
10,52110.5k
$798.4k |
$798.4k |
0.00% |
New |
|
| 45 |
Trust Co of the South
0.11% of their portfolio |
GREENSBORO, NC |
10,39510.4k
$788.9k |
$788.9k |
0.11% |
Unchanged |
|
| 46 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
10,17510.2k
$772.1k |
$772.1k |
0.00% |
Added
+337 |
+337 |
| 47 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
9,9409.9k
$754.3k |
$754.3k |
0.01% |
Added
+590 |
+590 |
| 48 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
9,6819.7k
$734.7k |
$734.7k |
0.00% |
Reduced
-53 |
-53 |
| 49 |
Glass Jacobson Investment Advisors llc
0.22% of their portfolio |
OWINGS MILLS, MD |
9,4879.5k
$719.9k |
$719.9k |
0.22% |
Added
+337 |
+337 |
| 50 |
Avior Wealth Management, LLC
0.02% of their portfolio |
OMAHA, NE |
9,4679.5k
$718.5k |
$718.5k |
0.02% |
Unchanged |
|
| 51 |
Falcon Wealth Planning
0.05% of their portfolio |
Ontario, CA |
9,4229.4k
$715.0k |
$715.0k |
0.05% |
Reduced
-127 |
-127 |
| 52 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
9,1119.1k
$692.0k |
$692.0k |
0.00% |
Added
+65 |
+65 |
| 53 |
SIMON QUICK ADVISORS, LLC
0.03% of their portfolio |
MORRISTOWN, NJ |
9,1059.1k
$691.0k |
$691.0k |
0.03% |
Added
+23 |
+23 |
| 54 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
9,0129.0k
$670.0k |
$670.0k |
0.00% |
Added
+75 |
+75 |
| 55 |
NOTTINGHAM ADVISORS, INC.
0.07% of their portfolio |
AMHERST, NY |
8,2978.3k
$587.1k |
$587.1k |
0.07% |
Unchanged |
|
| 56 |
MB Generational Wealth, LLC
0.28% of their portfolio |
SPOKANE, WA |
7,6457.6k
$580.2k |
$580.2k |
0.28% |
Unchanged |
|
| 57 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
7,5327.5k
$571.6k |
$571.6k |
0.00% |
Reduced
-62 |
-62 |
| 58 |
BIP Wealth, LLC
0.02% of their portfolio |
ATLANTA, GA |
7,1577.2k
$543.1k |
$543.1k |
0.02% |
Reduced
-10 |
-10 |
| 59 |
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
0.31% of their portfolio |
CINCINNATI, OH |
7,1367.1k
$541.6k |
$541.6k |
0.31% |
Reduced
-190 |
-190 |
| 60 |
Nuveen, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
6,7996.8k
$516.0k |
$516.0k |
0.00% |
New |
|
| 61 |
Index Fund Advisors, Inc.
0.02% of their portfolio |
IRVINE, CA |
6,5716.6k
$498.6k |
$498.6k |
0.02% |
Reduced
-115 |
-115 |
| 62 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
6,4266.4k
$487.7k |
$487.7k |
0.00% |
Reduced
-27.5k |
-27,482 |
| 63 |
Samalin Investment Counsel, LLC
0.15% of their portfolio |
CHAPPAQUA, NY |
6,2216.2k
$472.1k |
$472.1k |
0.15% |
Reduced
-130 |
-130 |
| 64 |
COLDSTREAM CAPITAL MANAGEMENT INC
0.01% of their portfolio |
BELLEVUE, WA |
6,0526.1k
$459.3k |
$459.3k |
0.01% |
Reduced
-1.2k |
-1,182 |
| 65 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
0.13% of their portfolio |
HILLSDALE, NY |
5,9345.9k
$450.3k |
$450.3k |
0.13% |
Reduced
-253 |
-253 |
| 66 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
5,9235.9k
$449.0k |
$449.0k |
0.00% |
Added
+647 |
+647 |
| 67 |
Cascade Financial Partners, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
5,8085.8k
$440.8k |
$440.8k |
0.04% |
Unchanged |
|
| 68 |
GOULD ASSET MANAGEMENT LLC /CA/
0.06% of their portfolio |
CLAREMONT, CA |
5,3655.4k
$407.1k |
$407.1k |
0.06% |
Unchanged |
|
| 69 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
4,9174.9k
$373.2k |
$373.2k |
0.00% |
Reduced
-2.7k |
-2,691 |
| 70 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
4,7584.8k
$361.1k |
$361.1k |
0.01% |
Added
+18 |
+18 |
| 71 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
4,4874.5k
$340.5k |
$340.5k |
0.00% |
Reduced
-60 |
-60 |
| 72 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
4,4274.4k
$336.0k |
$336.0k |
0.00% |
New |
|
| 73 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
4,2094.2k
$319.4k |
$319.4k |
0.00% |
Reduced
-51 |
-51 |
| 74 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
4,0654.1k
$308.5k |
$308.5k |
0.00% |
Added
+831 |
+831 |
| 75 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
4,0124.0k
$301.4k |
$301.4k |
0.00% |
Added
+8 |
+8 |
| 76 |
M&T Bank Corp
0.00% of their portfolio |
BUFFALO, NY |
3,9393.9k
$298.9k |
$298.9k |
0.00% |
New |
|
| 77 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.00% of their portfolio |
LOS ANGELES, CA |
3,6163.6k
$274.8k |
$274.8k |
0.00% |
Unchanged |
|
| 78 |
Harbour Capital Advisors, LLC
0.05% of their portfolio |
TYSONS CORNER, VA |
3,5303.5k
$265.7k |
$265.7k |
0.05% |
Added
+420 |
+420 |
| 79 |
Kohmann Bosshard Financial Services, LLC
0.02% of their portfolio |
FAIRLAWN, OH |
3,4983.5k
$265.5k |
$265.5k |
0.02% |
Unchanged |
|
| 80 |
Virtue Capital Management, LLC
0.03% of their portfolio |
BRENTWOOD, TN |
3,3883.4k
$257.1k |
$257.1k |
0.03% |
Reduced
-699 |
-699 |
| 81 |
Valued Retirements, Inc.
0.22% of their portfolio |
HOUSTON, TX |
3,1903.2k
$242.1k |
$242.1k |
0.22% |
Reduced
-2.1k |
-2,111 |
| 82 |
Freestone Capital Holdings, LLC
0.01% of their portfolio |
Seattle, WA |
2,9523.0k
$224.0k |
$224.0k |
0.01% |
New |
|
| 83 |
AlphaCore Capital LLC
0.00% of their portfolio |
LA JOLLA, CA |
2,7922.8k
$211.9k |
$211.9k |
0.00% |
Reduced
-465 |
-465 |
| 84 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
2,0422.0k
$155.0k |
$155.0k |
0.00% |
First filing |
|
| 85 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
2,0002.0k
$151.8k |
$151.8k |
0.00% |
Unchanged |
|
| 86 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,7151.7k
$129.3k |
$129.3k |
0.00% |
Reduced
-7.7k |
-7,658 |
| 87 |
MARYLAND CAPITAL ADVISORS INC.
0.03% of their portfolio |
CHESTER, MD |
1,3701.4k
$104.0k |
$104.0k |
0.03% |
First filing |
|
| 88 |
SBI Securities Co., Ltd.
0.00% of their portfolio |
TOKYO, M0 |
1,2541.3k
$95.2k |
$95.2k |
0.00% |
Reduced
-36 |
-36 |
| 89 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
1,2361.2k
$93.8k |
$93.8k |
0.00% |
Added
+93 |
+93 |
| 90 |
Strategic Wealth Partners, Ltd.
0.01% of their portfolio |
INDEPENDENCE, OH |
1,1341.1k
$86.1k |
$86.1k |
0.01% |
Added
+2 |
+2 |
| 91 |
MASECO LLP
0.00% of their portfolio |
LONDON, X0 |
1,1121.1k
$84.3k |
$84.3k |
0.00% |
Unchanged |
|
| 92 |
Bogart Wealth, LLC
0.00% of their portfolio |
MCLEAN, VA |
1,0511.1k
$79.8k |
$79.8k |
0.00% |
Unchanged |
|
| 93 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
859859
$65.2k |
$65.2k |
0.00% |
New |
|
| 94 |
Triumph Capital Management
0.01% of their portfolio |
DENVER, CO |
741741
$56.2k |
$56.2k |
0.01% |
Reduced
-45 |
-45 |
| 95 |
AdvisorNet Financial, Inc
0.00% of their portfolio |
MINNETONKA, MN |
574574
$43.6k |
$43.6k |
0.00% |
Added
+4 |
+4 |
| 96 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
477477
$36.2k |
$36.2k |
0.00% |
Added
+2 |
+2 |
| 97 |
Noble Wealth Management PBC
0.01% of their portfolio |
GREENWOOD VILLAGE, CO |
400400
$30.4k |
$30.4k |
0.01% |
Unchanged |
|
| 98 |
Hilton Head Capital Partners, LLC
0.01% of their portfolio |
HILTON HEAD ISLAND, SC |
340340
$25.8k |
$25.8k |
0.01% |
Unchanged |
|
| 99 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
324324
$24.6k |
$24.6k |
0.00% |
Unchanged |
|
| 100 |
MB, LEVIS & ASSOCIATES, LLC
0.01% of their portfolio |
CENTER VALLEY, PA |
304304
$23.1k |
$23.1k |
0.01% |
Added
+2 |
+2 |