| 1 |
Creative Planning
0.04% of their portfolio |
OVERLAND PARK, KS |
1,295,9541.3m
$55.2m |
$55.2m |
0.04% |
Added
+190.9k |
+190,929 |
| 2 |
Checchi Capital Advisers, LLC
1.69% of their portfolio |
BEVERLY HILLS, CA |
576,073576.1k
$24.5m |
$24.5m |
1.69% |
Added
+47 |
+47 |
| 3 |
NorthCoast Asset Management LLC
0.07% of their portfolio |
STAMFORD, CT |
436,593436.6k
$18.6m |
$18.6m |
0.07% |
Reduced
-87.6k |
-87,568 |
| 4 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
422,867422.9k
$18.0m |
$18.0m |
0.00% |
Added
+105.3k |
+105,263 |
| 5 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
398,266398.3k
$17.0m |
$17.0m |
0.00% |
Reduced
-5.3m |
-5,250,133 |
| 6 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
273,792273.8k
$11.7m |
$11.7m |
0.00% |
Added
+102.2k |
+102,181 |
| 7 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
265,837265.8k
$11.3m |
$11.3m |
0.00% |
Reduced
-7.6k |
-7,580 |
| 8 |
EVOKE WEALTH, LLC
0.23% of their portfolio |
Los Angeles, CA |
255,706255.7k
$10.9m |
$10.9m |
0.23% |
Added
+121.7k |
+121,650 |
| 9 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
252,890252.9k
$10.8m |
$10.8m |
0.00% |
Reduced
-43.2k |
-43,246 |
| 10 |
LEUTHOLD GROUP, LLC
1.17% of their portfolio |
MINNEAPOLIS, MN |
252,048252.0k
$10.7m |
$10.7m |
1.17% |
Reduced
-37.2k |
-37,221 |
| 11 |
MACKENZIE FINANCIAL CORP
0.01% of their portfolio |
TORONTO ONTARIO, A6 |
250,449250.4k
$10.7m |
$10.7m |
0.01% |
Unchanged |
|
| 12 |
Inscription Capital, LLC
0.97% of their portfolio |
HOUSTON, TX |
211,171211.2k
$9.0m |
$9.0m |
0.97% |
Reduced
-15.3k |
-15,304 |
| 13 |
Avos Capital Management, LLC
3.53% of their portfolio |
SEATTLE, WA |
177,473177.5k
$7.6m |
$7.6m |
3.53% |
Added
+26.1k |
+26,104 |
| 14 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
174,402174.4k
$7.4m |
$7.4m |
0.00% |
Added
+60.0k |
+60,046 |
| 15 |
North Ridge Wealth Advisors, Inc.
4.22% of their portfolio |
BEAVERTON, OR |
172,975173.0k
$7.4m |
$7.4m |
4.22% |
Added
+10.7k |
+10,700 |
| 16 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
168,018168.0k
$7.2m |
$7.2m |
0.00% |
Reduced
-279.9k |
-279,946 |
| 17 |
Patriot Financial Group Insurance Agency, LLC
0.78% of their portfolio |
Westborough, MA |
143,551143.6k
$6.1m |
$6.1m |
0.78% |
Added
+30.0k |
+29,995 |
| 18 |
Fisher Asset Management, LLC
0.00% of their portfolio |
PLANO, TX |
139,035139.0k
$5.9m |
$5.9m |
0.00% |
Added
+49.4k |
+49,429 |
| 19 |
Insight Wealth Strategies, LLC
0.70% of their portfolio |
SAN RAMON, CA |
138,631138.6k
$5.9m |
$5.9m |
0.70% |
Added
+4.3k |
+4,272 |
| 20 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
126,709126.7k
$5.4m |
$5.4m |
0.00% |
New |
|
| 21 |
Financial Engines Advisors L.L.C.
0.01% of their portfolio |
SANTA CLARA, CA |
122,232122.2k
$5.2m |
$5.2m |
0.01% |
Reduced
-8.5k |
-8,458 |
| 22 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
108,207108.2k
$4.6m |
$4.6m |
0.00% |
Added
+14.7k |
+14,680 |
| 23 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
106,916106.9k
$4.6m |
$4.6m |
0.00% |
Reduced
-77.0k |
-76,950 |
| 24 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
98,45998.5k
$4.2m |
$4.2m |
0.00% |
Added
+13.8k |
+13,789 |
| 25 |
Cerity Partners OCIO LLC
0.18% of their portfolio |
New York, NY |
84,95285.0k
$3.6m |
$3.6m |
0.18% |
Added
+23.5k |
+23,499 |
| 26 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
84,55584.6k
$3.6m |
$3.6m |
0.00% |
New |
|
| 27 |
AE Wealth Management LLC
0.02% of their portfolio |
TOPEKA, KS |
79,99380.0k
$3.4m |
$3.4m |
0.02% |
Added
+7.0k |
+7,019 |
| 28 |
Topel & Distasi Wealth Management, LLC
1.64% of their portfolio |
BERKELEY, CA |
77,97278.0k
$3.3m |
$3.3m |
1.64% |
Reduced
-757 |
-757 |
| 29 |
BROWN WEALTH MANAGEMENT, LLC
0.89% of their portfolio |
NAPERVILLE, IL |
74,27274.3k
$3.2m |
$3.2m |
0.89% |
Added
+13.0k |
+12,951 |
| 30 |
Summit Trail Advisors, LLC
0.04% of their portfolio |
NEW YORK, NY |
72,25372.3k
$3.1m |
$3.1m |
0.04% |
Reduced
-16.0k |
-16,020 |
| 31 |
OLD NATIONAL BANCORP /IN/
0.05% of their portfolio |
EVANSVILLE, IN |
71,10971.1k
$3.0m |
$3.0m |
0.05% |
Reduced
-3.4k |
-3,436 |
| 32 |
World Investment Advisors
0.06% of their portfolio |
LINCROFT, NJ |
70,26570.3k
$3.0m |
$3.0m |
0.06% |
Added
+7.0k |
+7,036 |
| 33 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
68,74068.7k
$2.9m |
$2.9m |
0.00% |
Added
+19.3k |
+19,256 |
| 34 |
RFG Advisory, LLC
0.06% of their portfolio |
BIRMINGHAM, AL |
68,46868.5k
$2.9m |
$2.9m |
0.06% |
Reduced
-62.1k |
-62,103 |
| 35 |
Empirical Asset Management, LLC
0.76% of their portfolio |
WELLESLEY, MA |
63,98164.0k
$2.7m |
$2.7m |
0.76% |
Added
+3.3k |
+3,337 |
| 36 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.12% of their portfolio |
Greenbrae, CA |
53,98554.0k
$2.3m |
$2.3m |
0.12% |
Added
+1.1k |
+1,065 |
| 37 |
Cerity Partners LLC
0.00% of their portfolio |
NEW YORK, NY |
50,46050.5k
$2.1m |
$2.1m |
0.00% |
New |
|
| 38 |
BNP PARIBAS FINANCIAL MARKETS
0.00% of their portfolio |
PARIS, I0 |
48,80048.8k
$2.1m |
$2.1m |
0.00% |
New |
|
| 39 |
Betterment LLC
0.00% of their portfolio |
NEW YORK, NY |
48,40448.4k
$2.1m |
$2.1m |
0.00% |
Added
+30.5k |
+30,480 |
| 40 |
Columbus Macro, LLC
0.23% of their portfolio |
NEW CASTLE, PA |
48,34748.3k
$2.1m |
$2.1m |
0.23% |
Added
+16.9k |
+16,870 |
| 41 |
NEUBERGER BERMAN GROUP LLC
0.00% of their portfolio |
NEW YORK, NY |
47,43947.4k
$2.0m |
$2.0m |
0.00% |
Added
+5.9k |
+5,935 |
| 42 |
DMC Group, LLC
1.34% of their portfolio |
BIRMINGHAM, AL |
45,54745.5k
$1.9m |
$1.9m |
1.34% |
Added
+31.8k |
+31,786 |
| 43 |
Euro Pacific Asset Management, LLC
0.23% of their portfolio |
DORADO, PR |
44,60444.6k
$1.9m |
$1.9m |
0.23% |
Reduced
-48.5k |
-48,482 |
| 44 |
Allianz Asset Management GmbH
0.00% of their portfolio |
MUNICH, 2M |
44,20944.2k
$1.9m |
$1.9m |
0.00% |
Reduced
-118.4k |
-118,387 |
| 45 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
36,59136.6k
$1.6m |
$1.6m |
0.00% |
Reduced
-35 |
-35 |
| 46 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
34,67434.7k
$1.5m |
$1.5m |
0.00% |
Added
+8.3k |
+8,258 |
| 47 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.67% of their portfolio |
JUPITER, FL |
32,36432.4k
$1.4m |
$1.4m |
0.67% |
Added
+2.3k |
+2,265 |
| 48 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
31,61731.6k
$1.3m |
$1.3m |
0.00% |
Reduced
-14.2k |
-14,226 |
| 49 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.00% of their portfolio |
Toronto, A6 |
30,34030.3k
$1.3m |
$1.3m |
0.00% |
Unchanged |
|
| 50 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
30,16030.2k
$1.3m |
$1.3m |
0.00% |
Added
+14.8k |
+14,788 |
| 51 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
29,83829.8k
$1.3m |
$1.3m |
0.00% |
Added
+801 |
+801 |
| 52 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
29,53529.5k
$1.2m |
$1.2m |
0.00% |
Reduced
-1.3k |
-1,300 |
| 53 |
Haven Private, LLC
0.48% of their portfolio |
ORLANDO, FL |
25,73325.7k
$1.1m |
$1.1m |
0.48% |
Added
+5.1k |
+5,052 |
| 54 |
Advus Financial Partners, LLC
0.26% of their portfolio |
WINTER PARK, FL |
25,65925.7k
$1.1m |
$1.1m |
0.26% |
New |
|
| 55 |
TD PRIVATE CLIENT WEALTH LLC
0.02% of their portfolio |
NEW YORK, NY |
25,50525.5k
$1.1m |
$1.1m |
0.02% |
Added
+1.5k |
+1,493 |
| 56 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
25,14725.1k
$1.1m |
$1.1m |
0.00% |
Added
+8.3k |
+8,272 |
| 57 |
Crossmark Global Holdings, Inc.
0.01% of their portfolio |
HOUSTON, TX |
22,27522.3k
$948.9k |
$948.9k |
0.01% |
Unchanged |
|
| 58 |
TD Waterhouse Canada Inc.
0.01% of their portfolio |
TORONTO, A6 |
20,77820.8k
$887.4k |
$887.4k |
0.01% |
Added
+2.4k |
+2,425 |
| 59 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
20,62420.6k
$878.6k |
$878.6k |
0.00% |
New |
|
| 60 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
0.25% of their portfolio |
WELLESLEY, MA |
19,89419.9k
$847.5k |
$847.5k |
0.25% |
Reduced
-1.5k |
-1,492 |
| 61 |
Bank Julius Baer & Co. Ltd, Zurich
0.00% of their portfolio |
ZURICH, V8 |
19,72219.7k
$840.2k |
$840.2k |
0.00% |
Reduced
-9.7k |
-9,710 |
| 62 |
CHAPMAN FINANCIAL GROUP, LLC
0.57% of their portfolio |
KAILUA, HI |
19,33319.3k
$823.6k |
$823.6k |
0.57% |
New |
|
| 63 |
PFG Advisors
0.03% of their portfolio |
Phoenix, AZ |
18,52418.5k
$789.1k |
$789.1k |
0.03% |
New |
|
| 64 |
RENAISSANCE TECHNOLOGIES LLC
0.00% of their portfolio |
NEW YORK, NY |
18,20018.2k
$775.3k |
$775.3k |
0.00% |
Reduced
-6.9k |
-6,900 |
| 65 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
17,67817.7k
$753.1k |
$753.1k |
0.00% |
Added
+2.0k |
+1,958 |
| 66 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
17,40517.4k
$741.5k |
$741.5k |
0.02% |
Reduced
-2.2k |
-2,212 |
| 67 |
Invesco Ltd.
0.00% of their portfolio |
ATLANTA, GA |
16,86816.9k
$718.6k |
$718.6k |
0.00% |
Reduced
-47 |
-47 |
| 68 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
16,35316.4k
$696.6k |
$696.6k |
0.01% |
Reduced
-304 |
-304 |
| 69 |
Beacon Pointe Advisors, LLC
0.01% of their portfolio |
NEWPORT BEACH, CA |
16,25816.3k
$692.6k |
$692.6k |
0.01% |
New |
|
| 70 |
Sovereign Financial Group, Inc.
0.12% of their portfolio |
STAMFORD, CT |
15,51215.5k
$660.8k |
$660.8k |
0.12% |
Reduced
-66 |
-66 |
| 71 |
IFP Advisors, Inc
0.02% of their portfolio |
TAMPA, FL |
15,13015.1k
$644.5k |
$644.5k |
0.02% |
Added
+1.3k |
+1,338 |
| 72 |
Fortis Group Advisors, LLC
0.11% of their portfolio |
WESTWOOD, NJ |
14,49514.5k
$611.3k |
$611.3k |
0.11% |
Reduced
-4.1k |
-4,066 |
| 73 |
Upper Left Wealth Management, LLC
0.38% of their portfolio |
TAMPA, FL |
14,12214.1k
$601.6k |
$601.6k |
0.38% |
Reduced
-94 |
-94 |
| 74 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
13,94313.9k
$594.0k |
$594.0k |
0.01% |
Added
+9.2k |
+9,196 |
| 75 |
Heritage Financial Services, LLC
0.05% of their portfolio |
Westwood, MA |
13,54613.5k
$577.1k |
$577.1k |
0.05% |
New |
|
| 76 |
IEQ CAPITAL, LLC
0.00% of their portfolio |
Foster City, CA |
13,19413.2k
$562.1k |
$562.1k |
0.00% |
Unchanged |
|
| 77 |
Obsido Oy
0.36% of their portfolio |
TAMPERE, H9 |
12,78912.8k
$544.8k |
$544.8k |
0.36% |
Added
+199 |
+199 |
| 78 |
VISTA CAPITAL PARTNERS, INC.
0.05% of their portfolio |
PORTLAND, OR |
12,63112.6k
$538.1k |
$538.1k |
0.05% |
Reduced
-253 |
-253 |
| 79 |
Israel Discount Bank of New York
1.53% of their portfolio |
NEW YORK, NY |
12,09612.1k
$515.3k |
$515.3k |
1.53% |
New |
|
| 80 |
NATIXIS ADVISORS, LLC
0.00% of their portfolio |
Boston, MA |
11,97712.0k
$510.0k |
$510.0k |
0.00% |
Added
+1.8k |
+1,848 |
| 81 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
11,25611.3k
$480.0k |
$480.0k |
0.00% |
Reduced
-10.1k |
-10,139 |
| 82 |
Rothschild Capital Partners, LLC
0.11% of their portfolio |
NEW YORK, NY |
10,67810.7k
$454.9k |
$454.9k |
0.11% |
Added
+2.0k |
+1,979 |
| 83 |
Mascagni Wealth Management, Inc.
0.33% of their portfolio |
CLINTON, MS |
10,10610.1k
$430.5k |
$430.5k |
0.33% |
Added
+1.2k |
+1,219 |
| 84 |
EVERGREEN CAPITAL MANAGEMENT LLC
0.01% of their portfolio |
Bellevue, WA |
10,03510.0k
$427.5k |
$427.5k |
0.01% |
Added
+1.2k |
+1,200 |
| 85 |
Skyline Advisors, Inc.
0.14% of their portfolio |
BELLINGHAM, WA |
9,7509.8k
$415.4k |
$415.4k |
0.14% |
New |
|
| 86 |
VERITY Wealth Advisors
0.26% of their portfolio |
SAUSALITO, X1 |
9,6019.6k
$409.0k |
$409.0k |
0.26% |
Unchanged |
|
| 87 |
RWA WEALTH PARTNERS, LLC
0.00% of their portfolio |
BOSTON, MA |
9,5499.5k
$406.8k |
$406.8k |
0.00% |
Added
+2.7k |
+2,727 |
| 88 |
OPPENHEIMER & CO INC
0.00% of their portfolio |
NEW YORK, NY |
9,3289.3k
$397.4k |
$397.4k |
0.00% |
Unchanged |
|
| 89 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.00% of their portfolio |
FRANKFURT AM MAIN, 2M |
8,9328.9k
$380.5k |
$380.5k |
0.00% |
New |
|
| 90 |
Net Worth Advisory Group
0.10% of their portfolio |
SANDY, UT |
7,7627.8k
$330.6k |
$330.6k |
0.10% |
Reduced
-20.3k |
-20,275 |
| 91 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
7,6077.6k
$324.1k |
$324.1k |
0.00% |
Reduced
-3 |
-3 |
| 92 |
MinichMacGregor Wealth Management, LLC
0.06% of their portfolio |
Saratoga Springs, NY |
7,4797.5k
$318.2k |
$318.2k |
0.06% |
Reduced
-397.8k |
-397,780 |
| 93 |
NBT BANK, N.A.
0.02% of their portfolio |
NORWICH, NY |
7,3137.3k
$309.7k |
$309.7k |
0.02% |
Added
+42 |
+42 |
| 94 |
OLD MISSION CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
7,0327.0k
$299.6k |
$299.6k |
0.01% |
New |
|
| 95 |
Fiduciary Alliance LLC
0.02% of their portfolio |
GREENVILLE, SC |
6,0276.0k
$256.8k |
$256.8k |
0.02% |
Unchanged |
|
| 96 |
FSC Wealth Advisors, LLC
0.15% of their portfolio |
WAPPINGERS FALLS, NY |
5,9766.0k
$254.6k |
$254.6k |
0.15% |
Added
+1.1k |
+1,057 |
| 97 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
0.09% of their portfolio |
HILLSDALE, NY |
5,9375.9k
$252.9k |
$252.9k |
0.09% |
Added
+949 |
+949 |
| 98 |
BRIGHTON JONES LLC
0.01% of their portfolio |
SEATTLE, WA |
5,6795.7k
$241.9k |
$241.9k |
0.01% |
Unchanged |
|
| 99 |
Pure Financial Advisors, LLC
0.00% of their portfolio |
SAN DIEGO, CA |
5,6365.6k
$240.1k |
$240.1k |
0.00% |
Reduced
-32 |
-32 |
| 100 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
5,5275.5k
$235.4k |
$235.4k |
0.00% |
New |
|