| 1 |
JPMORGAN CHASE & CO
0.02% of their portfolio |
NEW YORK, NY |
5,648,3995.6m
$243.4m |
$243.4m |
0.02% |
Added
+5.6m |
+5,613,950 |
| 2 |
Creative Planning
0.04% of their portfolio |
OVERLAND PARK, KS |
1,105,0251.1m
$47.6m |
$47.6m |
0.04% |
Added
+256.3k |
+256,315 |
| 3 |
Checchi Capital Advisers, LLC
1.73% of their portfolio |
BEVERLY HILLS, CA |
576,026576.0k
$24.8m |
$24.8m |
1.73% |
Reduced
-33.2k |
-33,228 |
| 4 |
NorthCoast Asset Management LLC
0.10% of their portfolio |
STAMFORD, CT |
524,161524.2k
$22.6m |
$22.6m |
0.10% |
Added
+397.3k |
+397,329 |
| 5 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
447,964448.0k
$19.3m |
$19.3m |
0.00% |
Added
+290.2k |
+290,201 |
| 6 |
MinichMacGregor Wealth Management, LLC
3.74% of their portfolio |
Saratoga Springs, NY |
405,259405.3k
$17.5m |
$17.5m |
3.74% |
New |
|
| 7 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
317,604317.6k
$13.7m |
$13.7m |
0.00% |
Added
+213.1k |
+213,109 |
| 8 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
296,136296.1k
$12.8m |
$12.8m |
0.00% |
New |
|
| 9 |
LEUTHOLD GROUP, LLC
1.49% of their portfolio |
MINNEAPOLIS, MN |
289,269289.3k
$12.5m |
$12.5m |
1.49% |
Added
+87.3k |
+87,318 |
| 10 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
273,417273.4k
$11.8m |
$11.8m |
0.00% |
Added
+221.9k |
+221,929 |
| 11 |
MACKENZIE FINANCIAL CORP
0.01% of their portfolio |
TORONTO ONTARIO, A6 |
250,449250.4k
$10.8m |
$10.8m |
0.01% |
Unchanged |
|
| 12 |
Inscription Capital, LLC
1.41% of their portfolio |
HOUSTON, TX |
226,475226.5k
$9.8m |
$9.8m |
1.41% |
Reduced
-68.0k |
-68,039 |
| 13 |
Wilmington Savings Fund Society, FSB
0.15% of their portfolio |
WILMINGTON, DE |
199,014199.0k
$8.6m |
$8.6m |
0.15% |
Reduced
-41.4k |
-41,389 |
| 14 |
Allspring Global Investments Holdings, LLC
0.01% of their portfolio |
CHARLOTTE, NC |
198,482198.5k
$8.6m |
$8.6m |
0.01% |
Reduced
-41.9k |
-41,921 |
| 15 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
183,866183.9k
$7.9m |
$7.9m |
0.00% |
Added
+77.0k |
+76,991 |
| 16 |
Family Firm, Inc.
1.79% of their portfolio |
BETHESDA, MD |
172,309172.3k
$7.4m |
$7.4m |
1.79% |
Added
+899 |
+899 |
| 17 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
171,611171.6k
$7.4m |
$7.4m |
0.00% |
Added
+62.0k |
+62,049 |
| 18 |
Allianz Asset Management GmbH
0.01% of their portfolio |
MUNICH, 2M |
162,596162.6k
$7.0m |
$7.0m |
0.01% |
Added
+28.5k |
+28,486 |
| 19 |
North Ridge Wealth Advisors, Inc.
4.30% of their portfolio |
BEAVERTON, OR |
162,275162.3k
$7.0m |
$7.0m |
4.30% |
Added
+7.5k |
+7,503 |
| 20 |
Avos Capital Management, LLC
3.72% of their portfolio |
SEATTLE, WA |
151,369151.4k
$6.5m |
$6.5m |
3.72% |
Added
+28.9k |
+28,924 |
| 21 |
Insight Wealth Strategies, LLC
0.73% of their portfolio |
SAN RAMON, CA |
134,359134.4k
$5.8m |
$5.8m |
0.73% |
New |
|
| 22 |
EVOKE WEALTH, LLC
0.14% of their portfolio |
Los Angeles, CA |
134,056134.1k
$5.8m |
$5.8m |
0.14% |
Added
+120.1k |
+120,103 |
| 23 |
Financial Engines Advisors L.L.C.
0.01% of their portfolio |
SANTA CLARA, CA |
130,690130.7k
$5.6m |
$5.6m |
0.01% |
Reduced
-14.8k |
-14,755 |
| 24 |
RFG Advisory, LLC
0.13% of their portfolio |
BIRMINGHAM, AL |
130,571130.6k
$5.6m |
$5.6m |
0.13% |
New |
|
| 25 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
114,356114.4k
$4.9m |
$4.9m |
0.00% |
Reduced
-2.3k |
-2,349 |
| 26 |
Patriot Financial Group Insurance Agency, LLC
0.56% of their portfolio |
Westborough, MA |
113,556113.6k
$4.9m |
$4.9m |
0.56% |
New |
|
| 27 |
GeoWealth Management, LLC
0.19% of their portfolio |
CHICAGO, IL |
112,274112.3k
$4.8m |
$4.8m |
0.19% |
New |
|
| 28 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
93,52793.5k
$4.0m |
$4.0m |
0.00% |
Added
+40.9k |
+40,904 |
| 29 |
Euro Pacific Asset Management, LLC
0.38% of their portfolio |
DORADO, PR |
93,08693.1k
$4.1m |
$4.1m |
0.38% |
Added
+45.6k |
+45,644 |
| 30 |
Fisher Asset Management, LLC
0.00% of their portfolio |
PLANO, TX |
89,60689.6k
$3.9m |
$3.9m |
0.00% |
Added
+153 |
+153 |
| 31 |
Summit Trail Advisors, LLC
0.07% of their portfolio |
NEW YORK, NY |
88,27388.3k
$3.8m |
$3.8m |
0.07% |
New |
|
| 32 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
84,67084.7k
$3.6m |
$3.6m |
0.00% |
Added
+11.7k |
+11,666 |
| 33 |
Topel & Distasi Wealth Management, LLC
1.78% of their portfolio |
BERKELEY, CA |
78,72978.7k
$3.4m |
$3.4m |
1.78% |
Reduced
-7.2k |
-7,174 |
| 34 |
OLD NATIONAL BANCORP /IN/
0.06% of their portfolio |
EVANSVILLE, IN |
74,54574.5k
$3.2m |
$3.2m |
0.06% |
Reduced
-182 |
-182 |
| 35 |
AE Wealth Management LLC
0.02% of their portfolio |
TOPEKA, KS |
72,97473.0k
$3.1m |
$3.1m |
0.02% |
Added
+13.7k |
+13,715 |
| 36 |
Quadrature Capital Ltd
0.05% of their portfolio |
LONDON, X0 |
64,09664.1k
$2.8m |
$2.8m |
0.05% |
New |
|
| 37 |
World Investment Advisors
0.06% of their portfolio |
LINCROFT, NJ |
63,22963.2k
$2.7m |
$2.7m |
0.06% |
New |
|
| 38 |
Cerity Partners OCIO LLC
0.15% of their portfolio |
New York, NY |
61,45361.5k
$2.6m |
$2.6m |
0.15% |
Added
+9.2k |
+9,158 |
| 39 |
BROWN WEALTH MANAGEMENT, LLC
0.82% of their portfolio |
NAPERVILLE, IL |
61,32161.3k
$2.6m |
$2.6m |
0.82% |
Reduced
-6.2k |
-6,195 |
| 40 |
Empirical Asset Management, LLC
0.81% of their portfolio |
WELLESLEY, MA |
60,64460.6k
$2.6m |
$2.6m |
0.81% |
Added
+1.5k |
+1,534 |
| 41 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.12% of their portfolio |
Greenbrae, CA |
52,92052.9k
$2.3m |
$2.3m |
0.12% |
Added
+16.1k |
+16,060 |
| 42 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
49,48449.5k
$2.1m |
$2.1m |
0.00% |
New |
|
| 43 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
45,84345.8k
$2.0m |
$2.0m |
0.00% |
Added
+37.4k |
+37,356 |
| 44 |
NEUBERGER BERMAN GROUP LLC
0.00% of their portfolio |
NEW YORK, NY |
41,50441.5k
$1.8m |
$1.8m |
0.00% |
New |
|
| 45 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
36,62636.6k
$1.6m |
$1.6m |
0.00% |
Added
+36.6k |
+36,610 |
| 46 |
Columbus Macro, LLC
0.17% of their portfolio |
NEW CASTLE, PA |
31,47731.5k
$1.4m |
$1.4m |
0.17% |
Added
+20.6k |
+20,588 |
| 47 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
30,83530.8k
$1.3m |
$1.3m |
0.00% |
Reduced
-12.1k |
-12,089 |
| 48 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.00% of their portfolio |
Toronto, A6 |
30,34030.3k
$1.3m |
$1.3m |
0.00% |
Unchanged |
|
| 49 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.71% of their portfolio |
JUPITER, FL |
30,09930.1k
$1.3m |
$1.3m |
0.71% |
Added
+408 |
+408 |
| 50 |
Bank Julius Baer & Co. Ltd, Zurich
0.00% of their portfolio |
ZURICH, V8 |
29,43229.4k
$1.3m |
$1.3m |
0.00% |
Added
+2.5k |
+2,474 |
| 51 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
29,03729.0k
$1.3m |
$1.3m |
0.00% |
Added
+4.2k |
+4,216 |
| 52 |
Net Worth Advisory Group
0.27% of their portfolio |
SANDY, UT |
28,03728.0k
$1.2m |
$1.2m |
0.27% |
Added
+18.8k |
+18,802 |
| 53 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
26,41626.4k
$1.1m |
$1.1m |
0.00% |
Added
+456 |
+456 |
| 54 |
RENAISSANCE TECHNOLOGIES LLC
0.00% of their portfolio |
NEW YORK, NY |
25,10025.1k
$1.1m |
$1.1m |
0.00% |
New |
|
| 55 |
TD PRIVATE CLIENT WEALTH LLC
0.03% of their portfolio |
NEW YORK, NY |
24,01224.0k
$1.0m |
$1.0m |
0.03% |
New |
|
| 56 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
22,55222.6k
$972.0k |
$972.0k |
0.00% |
Added
+11.2k |
+11,154 |
| 57 |
Crossmark Global Holdings, Inc.
0.02% of their portfolio |
HOUSTON, TX |
22,27522.3k
$960.1k |
$960.1k |
0.02% |
Unchanged |
|
| 58 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
21,39521.4k
$922.0k |
$922.0k |
0.00% |
New |
|
| 59 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
0.29% of their portfolio |
WELLESLEY, MA |
21,38621.4k
$921.7k |
$921.7k |
0.29% |
New |
|
| 60 |
Haven Private, LLC
0.40% of their portfolio |
ORLANDO, FL |
20,68120.7k
$891.4k |
$891.4k |
0.40% |
Added
+5.0k |
+4,964 |
| 61 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
19,61719.6k
$845.5k |
$845.5k |
0.02% |
New |
|
| 62 |
Fortis Group Advisors, LLC
0.14% of their portfolio |
WESTWOOD, NJ |
18,56118.6k
$769.2k |
$769.2k |
0.14% |
New |
|
| 63 |
TD Waterhouse Canada Inc.
0.01% of their portfolio |
TORONTO, A6 |
18,35318.4k
$790.2k |
$790.2k |
0.01% |
Added
+13.7k |
+13,743 |
| 64 |
Betterment LLC
0.00% of their portfolio |
NEW YORK, NY |
17,92417.9k
$773.0k |
$773.0k |
0.00% |
New |
|
| 65 |
Invesco Ltd.
0.00% of their portfolio |
ATLANTA, GA |
16,91516.9k
$729.0k |
$729.0k |
0.00% |
Reduced
-1.0k |
-1,014 |
| 66 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
16,87516.9k
$727.3k |
$727.3k |
0.00% |
New |
|
| 67 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
16,65716.7k
$690.3k |
$690.3k |
0.01% |
New |
|
| 68 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
15,72015.7k
$677.5k |
$677.5k |
0.00% |
Reduced
-1.6k |
-1,642 |
| 69 |
Sovereign Financial Group, Inc.
0.14% of their portfolio |
STAMFORD, CT |
15,57815.6k
$671.4k |
$671.4k |
0.14% |
Reduced
-181 |
-181 |
| 70 |
VANCE WEALTH, LLC
0.23% of their portfolio |
SANTA CLARITA, CA |
15,49115.5k
$667.7k |
$667.7k |
0.23% |
New |
|
| 71 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
15,37215.4k
$662.5k |
$662.5k |
0.00% |
Added
+12.8k |
+12,766 |
| 72 |
Upper Left Wealth Management, LLC
0.41% of their portfolio |
TAMPA, FL |
14,21614.2k
$612.7k |
$612.7k |
0.41% |
Reduced
-1.9k |
-1,926 |
| 73 |
Quartz Partners, LLC
0.28% of their portfolio |
SARATOGA SPRINGS, NY |
14,08814.1k
$607.2k |
$607.2k |
0.28% |
New |
|
| 74 |
IFP Advisors, Inc
0.02% of their portfolio |
TAMPA, FL |
13,79213.8k
$594.4k |
$594.4k |
0.02% |
Added
+13.8k |
+13,780 |
| 75 |
CW Advisors, LLC
0.01% of their portfolio |
BOSTON, MA |
13,79213.8k
$594.5k |
$594.5k |
0.01% |
Reduced
-1.9k |
-1,884 |
| 76 |
DMC Group, LLC
0.46% of their portfolio |
BIRMINGHAM, AL |
13,76113.8k
$593.1k |
$593.1k |
0.46% |
New |
|
| 77 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
13,51813.5k
$582.6k |
$582.6k |
0.00% |
Added
+13.0k |
+13,028 |
| 78 |
IEQ CAPITAL, LLC
0.00% of their portfolio |
Foster City, CA |
13,19413.2k
$568.7k |
$568.7k |
0.00% |
New |
|
| 79 |
VISTA CAPITAL PARTNERS, INC.
0.06% of their portfolio |
PORTLAND, OR |
12,88412.9k
$555.3k |
$555.3k |
0.06% |
Reduced
-3.1k |
-3,089 |
| 80 |
Obsido Oy
0.41% of their portfolio |
TAMPERE, H9 |
12,59012.6k
$542.6k |
$542.6k |
0.41% |
Reduced
-986 |
-986 |
| 81 |
VICUS CAPITAL
0.04% of their portfolio |
STATE COLLEGE, PA |
11,54011.5k
$497.4k |
$497.4k |
0.04% |
New |
|
| 82 |
Client First Investment Management LLC
0.27% of their portfolio |
West Bend, WI |
10,15710.2k
$437.8k |
$437.8k |
0.27% |
New |
|
| 83 |
NATIXIS ADVISORS, LLC
0.00% of their portfolio |
Boston, MA |
10,12910.1k
$437.0k |
$437.0k |
0.00% |
New |
|
| 84 |
VERITY Wealth Advisors
0.28% of their portfolio |
SAUSALITO, X1 |
9,6019.6k
$413.8k |
$413.8k |
0.28% |
New |
|
| 85 |
Graypoint LLC
0.02% of their portfolio |
Albany, NY |
9,3339.3k
$402.3k |
$402.3k |
0.02% |
New |
|
| 86 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
9,3289.3k
$402.0k |
$402.0k |
0.01% |
New |
|
| 87 |
Signal Advisors Wealth, LLC
0.03% of their portfolio |
DETROIT, MI |
8,9929.0k
$387.6k |
$387.6k |
0.03% |
New |
|
| 88 |
Mascagni Wealth Management, Inc.
0.33% of their portfolio |
CLINTON, MS |
8,8878.9k
$383.0k |
$383.0k |
0.33% |
New |
|
| 89 |
EVERGREEN CAPITAL MANAGEMENT LLC
0.01% of their portfolio |
Bellevue, WA |
8,8358.8k
$380.8k |
$380.8k |
0.01% |
New |
|
| 90 |
Rothschild Capital Partners, LLC
0.10% of their portfolio |
NEW YORK, NY |
8,6998.7k
$374.9k |
$374.9k |
0.10% |
Added
+3.2k |
+3,187 |
| 91 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
7,6107.6k
$328.0k |
$328.0k |
0.00% |
Reduced
-113 |
-113 |
| 92 |
NBT BANK, N.A.
0.02% of their portfolio |
NORWICH, NY |
7,2717.3k
$313.4k |
$313.4k |
0.02% |
Added
+1.1k |
+1,075 |
| 93 |
RWA WEALTH PARTNERS, LLC
0.00% of their portfolio |
BOSTON, MA |
6,8226.8k
$294.0k |
$294.0k |
0.00% |
New |
|
| 94 |
Fiduciary Alliance LLC
0.02% of their portfolio |
GREENVILLE, SC |
6,0276.0k
$259.8k |
$259.8k |
0.02% |
Reduced
-508 |
-508 |
| 95 |
BRIGHTON JONES LLC
0.01% of their portfolio |
SEATTLE, WA |
5,6795.7k
$244.8k |
$244.8k |
0.01% |
Unchanged |
|
| 96 |
Pure Financial Advisors, LLC
0.00% of their portfolio |
SAN DIEGO, CA |
5,6685.7k
$244.3k |
$244.3k |
0.00% |
Reduced
-1.7k |
-1,706 |
| 97 |
Legacy Capital Group California, Inc.
0.07% of their portfolio |
LOS GATOS, CA |
5,4455.4k
$234.7k |
$234.7k |
0.07% |
New |
|
| 98 |
HB Wealth Management, LLC
0.00% of their portfolio |
Atlanta, GA |
5,3535.4k
$230.7k |
$230.7k |
0.00% |
Unchanged |
|
| 99 |
FIRST NATIONAL CORP /MA/ /ADV
0.04% of their portfolio |
ROCKLAND, MA |
5,1385.1k
$221.4k |
$221.4k |
0.04% |
Unchanged |
|
| 100 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
0.08% of their portfolio |
HILLSDALE, NY |
4,9885.0k
$215.0k |
$215.0k |
0.08% |
Added
+1.4k |
+1,419 |