| 1 |
Creative Planning
0.04% of their portfolio |
OVERLAND PARK, KS |
1,431,3011.4m
$59.6m |
$59.6m |
0.04% |
Added
+135.3k |
+135,347 |
| 2 |
Checchi Capital Advisers, LLC
1.75% of their portfolio |
BEVERLY HILLS, CA |
617,443617.4k
$25.7m |
$25.7m |
1.75% |
Added
+41.4k |
+41,370 |
| 3 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
484,229484.2k
$20.2m |
$20.2m |
0.00% |
Added
+61.4k |
+61,362 |
| 4 |
EVOKE WEALTH, LLC
0.26% of their portfolio |
Los Angeles, CA |
329,024329.0k
$13.7m |
$13.7m |
0.26% |
Added
+73.3k |
+73,318 |
| 5 |
NorthCoast Asset Management LLC
0.25% of their portfolio |
STAMFORD, CT |
268,837268.8k
$11.2m |
$11.2m |
0.25% |
Reduced
-167.8k |
-167,756 |
| 6 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
251,226251.2k
$10.5m |
$10.5m |
0.00% |
Reduced
-1.7k |
-1,664 |
| 7 |
MACKENZIE FINANCIAL CORP
0.01% of their portfolio |
TORONTO ONTARIO, A6 |
250,449250.4k
$10.4m |
$10.4m |
0.01% |
Unchanged |
|
| 8 |
LEUTHOLD GROUP, LLC
1.12% of their portfolio |
MINNEAPOLIS, MN |
248,737248.7k
$10.4m |
$10.4m |
1.12% |
Reduced
-3.3k |
-3,311 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
237,641237.6k
$9.9m |
$9.9m |
0.00% |
Added
+130.7k |
+130,725 |
| 10 |
Aspect Partners, LLC
3.49% of their portfolio |
FAIRFAX, VA |
191,150191.2k
$8.0m |
$8.0m |
3.49% |
New |
|
| 11 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
187,946187.9k
$7.8m |
$7.8m |
0.00% |
Reduced
-210.3k |
-210,320 |
| 12 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
183,077183.1k
$7.6m |
$7.6m |
0.00% |
Reduced
-82.8k |
-82,760 |
| 13 |
Avos Capital Management, LLC
3.33% of their portfolio |
SEATTLE, WA |
182,842182.8k
$7.6m |
$7.6m |
3.33% |
Added
+5.4k |
+5,369 |
| 14 |
North Ridge Wealth Advisors, Inc.
4.22% of their portfolio |
BEAVERTON, OR |
180,788180.8k
$7.5m |
$7.5m |
4.22% |
Added
+7.8k |
+7,813 |
| 15 |
Inscription Capital, LLC
0.77% of their portfolio |
HOUSTON, TX |
179,518179.5k
$7.5m |
$7.5m |
0.77% |
Reduced
-31.7k |
-31,653 |
| 16 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
168,179168.2k
$7.0m |
$7.0m |
0.00% |
Added
+161 |
+161 |
| 17 |
Patriot Financial Group Insurance Agency, LLC
0.76% of their portfolio |
Westborough, MA |
153,303153.3k
$6.4m |
$6.4m |
0.76% |
Added
+9.8k |
+9,752 |
| 18 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
152,811152.8k
$6.4m |
$6.4m |
0.00% |
Added
+44.6k |
+44,604 |
| 19 |
Beacon Pointe Advisors, LLC
0.04% of their portfolio |
NEWPORT BEACH, CA |
147,020147.0k
$6.1m |
$6.1m |
0.04% |
Added
+130.8k |
+130,762 |
| 20 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
145,306145.3k
$6.1m |
$6.1m |
0.00% |
Reduced
-29.1k |
-29,096 |
| 21 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
132,640132.6k
$5.5m |
$5.5m |
0.00% |
Added
+5.9k |
+5,931 |
| 22 |
Financial Engines Advisors L.L.C.
0.01% of their portfolio |
SANTA CLARA, CA |
123,713123.7k
$5.2m |
$5.2m |
0.01% |
Added
+1.5k |
+1,481 |
| 23 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
121,092121.1k
$5.0m |
$5.0m |
0.00% |
Added
+22.6k |
+22,633 |
| 24 |
JANE STREET GROUP, LLC
0.01% of their portfolio |
NEW YORK, NY |
113,424113.4k
$4.7m |
$4.7m |
0.01% |
New |
|
| 25 |
Fisher Asset Management, LLC
0.00% of their portfolio |
PLANO, TX |
112,825112.8k
$4.7m |
$4.7m |
0.00% |
Reduced
-26.2k |
-26,210 |
| 26 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
111,409111.4k
$4.6m |
$4.6m |
0.00% |
Reduced
-162.4k |
-162,383 |
| 27 |
Allianz Asset Management GmbH
0.00% of their portfolio |
MUNICH, 2M |
104,319104.3k
$4.3m |
$4.3m |
0.00% |
Added
+60.1k |
+60,110 |
| 28 |
AE Wealth Management LLC
0.02% of their portfolio |
TOPEKA, KS |
97,60797.6k
$4.1m |
$4.1m |
0.02% |
Added
+17.6k |
+17,614 |
| 29 |
Topel & Distasi Wealth Management, LLC
1.63% of their portfolio |
BERKELEY, CA |
80,18880.2k
$3.3m |
$3.3m |
1.63% |
Added
+2.2k |
+2,216 |
| 30 |
Cerity Partners LLC
0.00% of their portfolio |
NEW YORK, NY |
78,06578.1k
$3.3m |
$3.3m |
0.00% |
Added
+27.6k |
+27,605 |
| 31 |
RFG Advisory, LLC
0.06% of their portfolio |
BIRMINGHAM, AL |
77,95378.0k
$3.2m |
$3.2m |
0.06% |
Added
+9.5k |
+9,485 |
| 32 |
World Investment Advisors
0.05% of their portfolio |
LINCROFT, NJ |
77,63777.6k
$3.2m |
$3.2m |
0.05% |
Added
+7.4k |
+7,372 |
| 33 |
DMC Group, LLC
2.15% of their portfolio |
BIRMINGHAM, AL |
77,21077.2k
$3.2m |
$3.2m |
2.15% |
Added
+31.7k |
+31,663 |
| 34 |
Cerity Partners OCIO LLC
0.17% of their portfolio |
New York, NY |
73,07773.1k
$3.0m |
$3.0m |
0.17% |
Reduced
-11.9k |
-11,875 |
| 35 |
OLD NATIONAL BANCORP /IN/
0.05% of their portfolio |
EVANSVILLE, IN |
71,50671.5k
$3.0m |
$3.0m |
0.05% |
Added
+397 |
+397 |
| 36 |
Summit Trail Advisors, LLC
0.05% of their portfolio |
NEW YORK, NY |
70,96971.0k
$3.0m |
$3.0m |
0.05% |
Reduced
-1.3k |
-1,284 |
| 37 |
Columbus Macro, LLC
0.30% of their portfolio |
NEW CASTLE, PA |
66,70566.7k
$2.8m |
$2.8m |
0.30% |
Added
+18.4k |
+18,358 |
| 38 |
Betterment LLC
0.00% of their portfolio |
NEW YORK, NY |
60,26560.3k
$2.5m |
$2.5m |
0.00% |
Added
+11.9k |
+11,861 |
| 39 |
Empirical Asset Management, LLC
0.67% of their portfolio |
WELLESLEY, MA |
57,04057.0k
$2.4m |
$2.4m |
0.67% |
Reduced
-6.9k |
-6,941 |
| 40 |
NEUBERGER BERMAN GROUP LLC
0.00% of their portfolio |
NEW YORK, NY |
54,47854.5k
$2.3m |
$2.3m |
0.00% |
Added
+7.0k |
+7,039 |
| 41 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.12% of their portfolio |
Greenbrae, CA |
54,18554.2k
$2.3m |
$2.3m |
0.12% |
Added
+200 |
+200 |
| 42 |
Quadrature Capital Ltd
0.02% of their portfolio |
LONDON, X0 |
52,82952.8k
$2.2m |
$2.2m |
0.02% |
New |
|
| 43 |
Euro Pacific Asset Management, LLC
0.23% of their portfolio |
DORADO, PR |
48,86848.9k
$2.1m |
$2.1m |
0.23% |
Added
+4.3k |
+4,264 |
| 44 |
Advus Financial Partners, LLC
0.48% of their portfolio |
WINTER PARK, FL |
47,14447.1k
$2.0m |
$2.0m |
0.48% |
Added
+21.5k |
+21,485 |
| 45 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
46,45946.5k
$1.9m |
$1.9m |
0.00% |
New |
|
| 46 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
43,38843.4k
$1.8m |
$1.8m |
0.00% |
Added
+11.8k |
+11,771 |
| 47 |
Israel Discount Bank of New York
4.59% of their portfolio |
NEW YORK, NY |
40,45640.5k
$1.7m |
$1.7m |
4.59% |
Added
+28.4k |
+28,360 |
| 48 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
37,24337.2k
$1.6m |
$1.6m |
0.00% |
Added
+2.6k |
+2,569 |
| 49 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
36,56536.6k
$1.5m |
$1.5m |
0.00% |
Reduced
-26 |
-26 |
| 50 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
33,51733.5k
$1.4m |
$1.4m |
0.00% |
Reduced
-35.2k |
-35,223 |
| 51 |
PFG Advisors
0.07% of their portfolio |
Phoenix, AZ |
32,57932.6k
$1.4m |
$1.4m |
0.07% |
Added
+14.1k |
+14,055 |
| 52 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
30,42730.4k
$1.3m |
$1.3m |
0.00% |
Added
+589 |
+589 |
| 53 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.00% of their portfolio |
Toronto, A6 |
30,34030.3k
$1.3m |
$1.3m |
0.00% |
Unchanged |
|
| 54 |
TD Waterhouse Canada Inc.
0.01% of their portfolio |
TORONTO, A6 |
30,20630.2k
$1.3m |
$1.3m |
0.01% |
Added
+9.4k |
+9,428 |
| 55 |
Haven Private, LLC
0.52% of their portfolio |
ORLANDO, FL |
28,74528.7k
$1.2m |
$1.2m |
0.52% |
Added
+3.0k |
+3,012 |
| 56 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
28,31528.3k
$1.2m |
$1.2m |
0.00% |
Added
+3.2k |
+3,168 |
| 57 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.53% of their portfolio |
JUPITER, FL |
27,48427.5k
$1.1m |
$1.1m |
0.53% |
Reduced
-4.9k |
-4,880 |
| 58 |
Net Worth Advisory Group
0.23% of their portfolio |
SANDY, UT |
26,72226.7k
$1.1m |
$1.1m |
0.23% |
Added
+19.0k |
+18,960 |
| 59 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
24,58224.6k
$1.0m |
$1.0m |
0.00% |
Reduced
-5.6k |
-5,578 |
| 60 |
Crossmark Global Holdings, Inc.
0.01% of their portfolio |
HOUSTON, TX |
22,27522.3k
$928.0k |
$928.0k |
0.01% |
Unchanged |
|
| 61 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
20,54720.5k
$856.0k |
$856.0k |
0.00% |
Added
+20.1k |
+20,057 |
| 62 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
20,05720.1k
$836.2k |
$836.2k |
0.00% |
Reduced
-9.5k |
-9,478 |
| 63 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
18,84218.8k
$784.9k |
$784.9k |
0.01% |
Added
+2.5k |
+2,489 |
| 64 |
Bank Julius Baer & Co. Ltd, Zurich
0.00% of their portfolio |
ZURICH, V8 |
18,41518.4k
$767.2k |
$767.2k |
0.00% |
Reduced
-1.3k |
-1,307 |
| 65 |
CHAPMAN FINANCIAL GROUP, LLC
0.51% of their portfolio |
KAILUA, HI |
18,13418.1k
$755.5k |
$755.5k |
0.51% |
Reduced
-1.2k |
-1,199 |
| 66 |
CreativeOne Wealth, LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
16,96017.0k
$706.6k |
$706.6k |
0.02% |
Reduced
-445 |
-445 |
| 67 |
Upper Left Wealth Management, LLC
0.42% of their portfolio |
TAMPA, FL |
16,51216.5k
$687.9k |
$687.9k |
0.42% |
Added
+2.4k |
+2,390 |
| 68 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
16,16716.2k
$673.5k |
$673.5k |
0.00% |
Reduced
-68.4k |
-68,388 |
| 69 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
16,01016.0k
$667.0k |
$667.0k |
0.01% |
Added
+2.1k |
+2,067 |
| 70 |
IFP Advisors, Inc
0.01% of their portfolio |
TAMPA, FL |
15,83915.8k
$659.9k |
$659.9k |
0.01% |
Added
+709 |
+709 |
| 71 |
Invesco Ltd.
0.00% of their portfolio |
ATLANTA, GA |
15,73315.7k
$655.4k |
$655.4k |
0.00% |
Reduced
-1.1k |
-1,135 |
| 72 |
Rothschild Capital Partners, LLC
0.15% of their portfolio |
NEW YORK, NY |
15,54215.5k
$647.5k |
$647.5k |
0.15% |
Added
+4.9k |
+4,864 |
| 73 |
Sovereign Financial Group, Inc.
0.12% of their portfolio |
STAMFORD, CT |
15,51315.5k
$646.3k |
$646.3k |
0.12% |
Added
+1 |
+1 |
| 74 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
14,55614.6k
$606.4k |
$606.4k |
0.00% |
Reduced
-3.1k |
-3,122 |
| 75 |
Old Peak Finance LLC
0.36% of their portfolio |
CHAPEL HILL, NC |
14,08614.1k
$586.8k |
$586.8k |
0.36% |
First filing |
|
| 76 |
LAZARD ASSET MANAGEMENT LLC
0.00% of their portfolio |
NEW YORK, NY |
13,72813.7k
$571.9k |
$571.9k |
0.00% |
New |
|
| 77 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
13,66113.7k
$569.1k |
$569.1k |
0.00% |
Added
+8.1k |
+8,134 |
| 78 |
Heritage Financial Services, LLC
0.05% of their portfolio |
Westwood, MA |
13,54613.5k
$564.3k |
$564.3k |
0.05% |
Unchanged |
|
| 79 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
13,35813.4k
$556.5k |
$556.5k |
0.00% |
New |
|
| 80 |
IEQ CAPITAL, LLC
0.00% of their portfolio |
Foster City, CA |
13,19413.2k
$549.7k |
$549.7k |
0.00% |
Unchanged |
|
| 81 |
NATIXIS ADVISORS, LLC
0.00% of their portfolio |
Boston, MA |
12,79612.8k
$533.0k |
$533.0k |
0.00% |
Added
+819 |
+819 |
| 82 |
VISTA CAPITAL PARTNERS, INC.
0.05% of their portfolio |
PORTLAND, OR |
12,37012.4k
$515.3k |
$515.3k |
0.05% |
Reduced
-261 |
-261 |
| 83 |
NorthRock Partners, LLC
0.01% of their portfolio |
MINNEAPOLIS, MN |
11,15411.2k
$464.7k |
$464.7k |
0.01% |
New |
|
| 84 |
Compagnie Lombard Odier SCmA
0.00% of their portfolio |
1204 GENEVA, V8 |
10,47310.5k
$436.3k |
$436.3k |
0.00% |
New |
|
| 85 |
Obsido Oy
0.26% of their portfolio |
TAMPERE, H9 |
10,14510.1k
$422.6k |
$422.6k |
0.26% |
Reduced
-2.6k |
-2,644 |
| 86 |
EVERGREEN CAPITAL MANAGEMENT LLC
0.01% of their portfolio |
Bellevue, WA |
10,03510.0k
$418.1k |
$418.1k |
0.01% |
Unchanged |
|
| 87 |
NORTHERN TRUST CORP
0.00% of their portfolio |
CHICAGO, IL |
9,6849.7k
$403.4k |
$403.4k |
0.00% |
New |
|
| 88 |
VERITY Wealth Advisors
0.25% of their portfolio |
SAUSALITO, X1 |
9,6019.6k
$400.0k |
$400.0k |
0.25% |
Unchanged |
|
| 89 |
OPPENHEIMER & CO INC
0.01% of their portfolio |
NEW YORK, NY |
9,3289.3k
$388.6k |
$388.6k |
0.01% |
Unchanged |
|
| 90 |
Mascagni Wealth Management, Inc.
0.28% of their portfolio |
CLINTON, MS |
9,0339.0k
$376.3k |
$376.3k |
0.28% |
Reduced
-1.1k |
-1,073 |
| 91 |
RWA WEALTH PARTNERS, LLC
0.00% of their portfolio |
BOSTON, MA |
8,3588.4k
$348.2k |
$348.2k |
0.00% |
Reduced
-1.2k |
-1,191 |
| 92 |
TD PRIVATE CLIENT WEALTH LLC
0.01% of their portfolio |
NEW YORK, NY |
8,3298.3k
$347.0k |
$347.0k |
0.01% |
Reduced
-17.2k |
-17,176 |
| 93 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
7,6307.6k
$317.9k |
$317.9k |
0.00% |
Added
+23 |
+23 |
| 94 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
0.09% of their portfolio |
WELLESLEY, MA |
7,2457.2k
$301.8k |
$301.8k |
0.09% |
Reduced
-12.6k |
-12,649 |
| 95 |
MinichMacGregor Wealth Management, LLC
0.05% of their portfolio |
Saratoga Springs, NY |
6,6436.6k
$277.8k |
$277.8k |
0.05% |
Reduced
-836 |
-836 |
| 96 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
6,6136.6k
$275.5k |
$275.5k |
0.00% |
Reduced
-14.0k |
-14,011 |
| 97 |
Fiduciary Alliance LLC
0.02% of their portfolio |
GREENVILLE, SC |
6,0276.0k
$251.1k |
$251.1k |
0.02% |
Unchanged |
|
| 98 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
0.09% of their portfolio |
HILLSDALE, NY |
5,9375.9k
$247.3k |
$247.3k |
0.09% |
Unchanged |
|
| 99 |
Covestor Ltd
0.12% of their portfolio |
LONDON, X0 |
5,6475.6k
$235.0k |
$235.0k |
0.12% |
Added
+4.8k |
+4,824 |
| 100 |
Pure Financial Advisors, LLC
0.00% of their portfolio |
SAN DIEGO, CA |
5,6385.6k
$234.9k |
$234.9k |
0.00% |
Added
+2 |
+2 |