| 1 |
VANTAGEPOINT INVESTMENT ADVISERS LLC
1.60% of their portfolio |
WASHINGTON, DC |
2,922,3132.9m
$214.1m |
$214.1m |
1.60% |
Reduced
-92.4k |
-92,388 |
| 2 |
JPMORGAN CHASE & CO
0.01% of their portfolio |
NEW YORK, NY |
2,668,6632.7m
$192.3m |
$192.3m |
0.01% |
Reduced
-161.9k |
-161,914 |
| 3 |
Strategic Financial Services, Inc.
5.70% of their portfolio |
UTICA, NY |
1,774,2341.8m
$130.0m |
$130.0m |
5.70% |
Reduced
-111.7k |
-111,740 |
| 4 |
Dynasty Wealth Management, LLC
0.87% of their portfolio |
ST. PETERSBURG, FL |
1,597,6841.6m
$117.0m |
$117.0m |
0.87% |
Added
+8.3k |
+8,271 |
| 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01% of their portfolio |
SAN FRANCISCO, CA |
1,435,8131.4m
$105.2m |
$105.2m |
0.01% |
Added
+849.6k |
+849,618 |
| 6 |
SAGESPRING WEALTH PARTNERS, LLC
1.60% of their portfolio |
FRANKLIN, TN |
1,420,4271.4m
$104.1m |
$104.1m |
1.60% |
Added
+38.0k |
+37,986 |
| 7 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
1,283,3851.3m
$94.0m |
$94.0m |
0.02% |
Added
+13.3k |
+13,266 |
| 8 |
AMERIPRISE FINANCIAL INC
0.01% of their portfolio |
MINNEAPOLIS, MN |
876,080876.1k
$64.2m |
$64.2m |
0.01% |
Added
+267.1k |
+267,121 |
| 9 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
844,813844.8k
$61.9m |
$61.9m |
0.00% |
Added
+7.2k |
+7,215 |
| 10 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
819,076819.1k
$60.0m |
$60.0m |
0.01% |
Added
+78.4k |
+78,398 |
| 11 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
699,117699.1k
$51.2m |
$51.2m |
0.00% |
Reduced
-22.5k |
-22,535 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
649,015649.0k
$47.5m |
$47.5m |
0.01% |
Added
+35.4k |
+35,367 |
| 13 |
Annex Advisory Services, LLC
0.80% of their portfolio |
BROOKFIELD, WI |
637,191637.2k
$46.7m |
$46.7m |
0.80% |
Added
+45.3k |
+45,343 |
| 14 |
Pure Financial Advisors, LLC
0.55% of their portfolio |
SAN DIEGO, CA |
584,650584.6k
$42.8m |
$42.8m |
0.55% |
Added
+1.3k |
+1,255 |
| 15 |
Ascent Group, LLC
1.27% of their portfolio |
VIRGINIA BEACH, VA |
578,242578.2k
$42.4m |
$42.4m |
1.27% |
Reduced
-140.2k |
-140,189 |
| 16 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
443,265443.3k
$32.5m |
$32.5m |
0.01% |
Reduced
-24.9k |
-24,901 |
| 17 |
Larson Financial Group LLC
0.85% of their portfolio |
ST LOUIS, MO |
437,503437.5k
$32.1m |
$32.1m |
0.85% |
Added
+42.0k |
+41,970 |
| 18 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
390,650390.6k
$28.6m |
$28.6m |
0.00% |
Added
+94.3k |
+94,332 |
| 19 |
EVOLVE PRIVATE WEALTH, LLC
1.67% of their portfolio |
LOS ANGELES, CA |
373,728373.7k
$27.4m |
$27.4m |
1.67% |
Added
+10.4k |
+10,361 |
| 20 |
Dynamic Advisor Solutions LLC
0.72% of their portfolio |
PHOENIX, AZ |
344,188344.2k
$25.2m |
$25.2m |
0.72% |
Added
+22.0k |
+22,004 |
| 21 |
Equitable Holdings, Inc.
0.14% of their portfolio |
NEW YORK, NY |
308,939308.9k
$22.6m |
$22.6m |
0.14% |
Added
+28.7k |
+28,726 |
| 22 |
OLD MISSION CAPITAL LLC
0.35% of their portfolio |
CHICAGO, IL |
187,149187.1k
$13.7m |
$13.7m |
0.35% |
Reduced
-83.6k |
-83,566 |
| 23 |
Callan Family Office, LLC
0.25% of their portfolio |
RADNOR, PA |
176,831176.8k
$13.0m |
$13.0m |
0.25% |
Added
+13.9k |
+13,917 |
| 24 |
Frontier Asset Management, LLC
2.17% of their portfolio |
SHERIDAN, WY |
165,234165.2k
$12.1m |
$12.1m |
2.17% |
Added
+4.9k |
+4,949 |
| 25 |
Amplius Wealth Advisors, LLC
0.85% of their portfolio |
BLUE BELL, PA |
159,010159.0k
$11.6m |
$11.6m |
0.85% |
Added
+16.2k |
+16,172 |
| 26 |
MERCER GLOBAL ADVISORS INC /ADV
0.01% of their portfolio |
DENVER, CO |
156,172156.2k
$11.4m |
$11.4m |
0.01% |
Added
+813 |
+813 |
| 27 |
Hixon Zuercher, LLC
3.24% of their portfolio |
Findlay, OH |
150,551150.6k
$11.0m |
$11.0m |
3.24% |
Added
+2.9k |
+2,890 |
| 28 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
150,441150.4k
$11.0m |
$11.0m |
0.01% |
Added
+31.0k |
+31,008 |
| 29 |
Foundations Investment Advisors, LLC
0.11% of their portfolio |
PHOENIX, AZ |
141,335141.3k
$10.4m |
$10.4m |
0.11% |
Reduced
-525 |
-525 |
| 30 |
Integrated Wealth Concepts LLC
0.05% of their portfolio |
WALTHAM, MA |
137,701137.7k
$10.1m |
$10.1m |
0.05% |
Added
+3.0k |
+2,953 |
| 31 |
Weil Company, Inc.
1.75% of their portfolio |
SAN DIEGO, CA |
135,547135.5k
$9.9m |
$9.9m |
1.75% |
Added
+5.3k |
+5,350 |
| 32 |
JT Stratford LLC
1.05% of their portfolio |
GAINESVILLE, GA |
130,930130.9k
$9.6m |
$9.6m |
1.05% |
Reduced
-55.9k |
-55,909 |
| 33 |
Navigation Group, LLC
1.83% of their portfolio |
REDWOOD CITY, CA |
128,406128.4k
$9.4m |
$9.4m |
1.83% |
Added
+3.9k |
+3,916 |
| 34 |
Armbruster Capital Management, Inc.
1.37% of their portfolio |
PITTSFORD, NY |
125,334125.3k
$9.2m |
$9.2m |
1.37% |
Reduced
-5.9k |
-5,894 |
| 35 |
EXCHANGE TRADED CONCEPTS, LLC
0.04% of their portfolio |
Oklahoma City, OK |
119,624119.6k
$8.8m |
$8.8m |
0.04% |
Added
+18.9k |
+18,904 |
| 36 |
Federation des caisses Desjardins du Quebec
0.03% of their portfolio |
LEVIS, A8 |
115,114115.1k
$8.4m |
$8.4m |
0.03% |
Reduced
-3.1k |
-3,080 |
| 37 |
Vise Technologies, Inc.
0.10% of their portfolio |
NEW YORK, NY |
114,547114.5k
$8.4m |
$8.4m |
0.10% |
Added
+37.9k |
+37,913 |
| 38 |
JANE STREET GROUP, LLC
0.01% of their portfolio |
NEW YORK, NY |
112,361112.4k
$8.2m |
$8.2m |
0.01% |
Added
+46.6k |
+46,626 |
| 39 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
111,983112.0k
$8.2m |
$8.2m |
0.00% |
Added
+103.1k |
+103,144 |
| 40 |
AlphaCore Capital LLC
0.15% of their portfolio |
LA JOLLA, CA |
109,749109.7k
$8.0m |
$8.0m |
0.15% |
Reduced
-1.1k |
-1,139 |
| 41 |
ARQ WEALTH ADVISORS, LLC
0.89% of their portfolio |
SCOTTSDALE, AZ |
103,745103.7k
$7.2m |
$7.2m |
0.89% |
Added
+15.9k |
+15,937 |
| 42 |
Stokes Family Office, LLC
0.75% of their portfolio |
NEW ORLEANS, LA |
87,61487.6k
$6.4m |
$6.4m |
0.75% |
Reduced
-120.7k |
-120,688 |
| 43 |
RHS Financial, LLC
2.54% of their portfolio |
SAN FRANCISCO, CA |
86,01286.0k
$6.3m |
$6.3m |
2.54% |
Reduced
-17.8k |
-17,811 |
| 44 |
Modern Wealth Management, LLC
0.07% of their portfolio |
KANSAS CITY, MO |
85,51985.5k
$6.3m |
$6.3m |
0.07% |
Reduced
-22.9k |
-22,891 |
| 45 |
Farther Finance Advisors, LLC
0.04% of their portfolio |
SAN FRANCISCO, CA |
76,60576.6k
$5.6m |
$5.6m |
0.04% |
Reduced
-4.8k |
-4,754 |
| 46 |
Cerity Partners LLC
0.01% of their portfolio |
NEW YORK, NY |
75,21975.2k
$5.5m |
$5.5m |
0.01% |
Added
+2.3k |
+2,326 |
| 47 |
Plancorp, LLC
0.13% of their portfolio |
SAINT LOUIS, MO |
75,08675.1k
$5.2m |
$5.2m |
0.13% |
New |
|
| 48 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
73,94673.9k
$5.4m |
$5.4m |
0.00% |
Reduced
-2.1k |
-2,053 |
| 49 |
LifeGoal Investments, LLC
2.34% of their portfolio |
SARATOGA SPRINGS, NY |
69,83569.8k
$5.1m |
$5.1m |
2.34% |
Added
+6.1k |
+6,080 |
| 50 |
Beirne Wealth Consulting Services, LLC
1.01% of their portfolio |
SHELTON, CT |
69,13669.1k
$5.1m |
$5.1m |
1.01% |
Added
+211 |
+211 |
| 51 |
MorganRosel Wealth Management, LLC
1.70% of their portfolio |
HIGHLANDS RANCH, CO |
68,93868.9k
$5.1m |
$5.1m |
1.70% |
New |
|
| 52 |
YHB Investment Advisors, Inc.
0.32% of their portfolio |
West Hartford, CT |
67,39667.4k
$4.9m |
$4.9m |
0.32% |
Added
+36.7k |
+36,685 |
| 53 |
Sanctuary Advisors, LLC
0.02% of their portfolio |
INDIANAPOLIS, IN |
62,22562.2k
$4.6m |
$4.6m |
0.02% |
Reduced
-1.1k |
-1,125 |
| 54 |
Veridan Wealth LLC
1.52% of their portfolio |
WEST LINN, OR |
59,65259.7k
$4.4m |
$4.4m |
1.52% |
Reduced
-4.8k |
-4,759 |
| 55 |
Storen Legacy Partners, LLC
1.16% of their portfolio |
ZIONSVILLE, IN |
58,00158.0k
$4.2m |
$4.2m |
1.16% |
Added
+7.4k |
+7,439 |
| 56 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
57,52257.5k
$4.2m |
$4.2m |
0.00% |
Reduced
-1.2k |
-1,203 |
| 57 |
PARK AVENUE SECURITIES LLC
0.03% of their portfolio |
NEW YORK, NY |
56,53056.5k
$4.1m |
$4.1m |
0.03% |
Reduced
-5.9k |
-5,880 |
| 58 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
56,50556.5k
$4.1m |
$4.1m |
0.00% |
Added
+3.5k |
+3,519 |
| 59 |
Arax Advisory Partners
0.03% of their portfolio |
NEW YORK, NY |
53,05353.1k
$3.9m |
$3.9m |
0.03% |
New |
|
| 60 |
Private Advisor Group, LLC
0.02% of their portfolio |
MORRISTOWN, NJ |
52,95753.0k
$3.9m |
$3.9m |
0.02% |
Reduced
-78.6k |
-78,574 |
| 61 |
Beacon Pointe Advisors, LLC
0.02% of their portfolio |
NEWPORT BEACH, CA |
52,77952.8k
$3.9m |
$3.9m |
0.02% |
Added
+690 |
+690 |
| 62 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
50,23950.2k
$3.7m |
$3.7m |
0.00% |
Reduced
-20.8k |
-20,761 |
| 63 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
49,24749.2k
$3.6m |
$3.6m |
0.00% |
Added
+1.3k |
+1,295 |
| 64 |
Keebeck Wealth Management
0.35% of their portfolio |
Chicago, IL |
49,18449.2k
$3.6m |
$3.6m |
0.35% |
Reduced
-3.9k |
-3,855 |
| 65 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
46,60046.6k
$3.4m |
$3.4m |
0.00% |
Reduced
-1.4k |
-1,367 |
| 66 |
Mullaney, Keating & Wright, Inc.
1.53% of their portfolio |
MIDDLETOWN, CT |
46,22746.2k
$3.2m |
$3.2m |
1.53% |
Added
+376 |
+376 |
| 67 |
Intrua Financial, LLC
0.30% of their portfolio |
Houston, TX |
42,82942.8k
$3.1m |
$3.1m |
0.30% |
Added
+1.7k |
+1,725 |
| 68 |
UNIQUE WEALTH, LLC
0.36% of their portfolio |
TAMPA, FL |
42,40542.4k
$3.1m |
$3.1m |
0.36% |
Reduced
-21.2k |
-21,233 |
| 69 |
Kastel Capital Advisors, LLC
1.59% of their portfolio |
WELLESLEY, MA |
41,52641.5k
$2.5m |
$2.5m |
1.59% |
Reduced
-15.4k |
-15,412 |
| 70 |
Quotient Wealth Partners, LLC
0.07% of their portfolio |
DALLAS, TX |
40,11940.1k
$2.9m |
$2.9m |
0.07% |
Added
+105 |
+105 |
| 71 |
Thrivent Financial for Lutherans
0.00% of their portfolio |
Minneapolis, MN |
38,33538.3k
$2.8m |
$2.8m |
0.00% |
Reduced
-27 |
-27 |
| 72 |
OpenArc Corporate Advisory, LLC
0.03% of their portfolio |
ATLANTA, GA |
35,06135.1k
$2.6m |
$2.6m |
0.03% |
Added
+5.9k |
+5,900 |
| 73 |
WETZEL INVESTMENT ADVISORS, INC.
0.85% of their portfolio |
INDIANAPOLIS, IN |
33,46633.5k
$2.5m |
$2.5m |
0.85% |
Reduced
-2.2k |
-2,188 |
| 74 |
Ullmann Wealth Partners Group, LLC
0.22% of their portfolio |
JACKSONVILLE BEACH, FL |
32,68932.7k
$2.4m |
$2.4m |
0.22% |
Reduced
-6.0k |
-6,011 |
| 75 |
5T Wealth, LLC
0.87% of their portfolio |
Napa, CA |
31,90231.9k
$2.3m |
$2.3m |
0.87% |
Reduced
-2.4k |
-2,433 |
| 76 |
One Wealth Advisors, LLC
0.26% of their portfolio |
SAN FRANCISCO, CA |
31,84531.8k
$2.3m |
$2.3m |
0.26% |
Added
+144 |
+144 |
| 77 |
Goldstein Advisors, LLC
0.21% of their portfolio |
Madison, WI |
30,92230.9k
$2.3m |
$2.3m |
0.21% |
Added
+3.3k |
+3,267 |
| 78 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
28,95929.0k
$2.1m |
$2.1m |
0.00% |
Added
+23.9k |
+23,881 |
| 79 |
Kingsview Wealth Management, LLC
0.03% of their portfolio |
GRANTS PASS, OR |
28,45228.5k
$2.1m |
$2.1m |
0.03% |
Reduced
-3.5k |
-3,490 |
| 80 |
OneDigital Investment Advisors LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
27,99228.0k
$2.1m |
$2.1m |
0.02% |
Added
+10.9k |
+10,882 |
| 81 |
First Citizens Financial Corp
0.80% of their portfolio |
MASON CITY, IA |
25,98526.0k
$1.9m |
$1.9m |
0.80% |
Added
+3.1k |
+3,129 |
| 82 |
Horst & Graben Wealth Management LLC
0.22% of their portfolio |
PORTLAND, OR |
23,90823.9k
$1.7m |
$1.7m |
0.22% |
Reduced
-209 |
-209 |
| 83 |
Stratos Wealth Partners, LTD.
0.02% of their portfolio |
BEACHWOOD, OH |
23,78923.8k
$1.7m |
$1.7m |
0.02% |
Added
+1.3k |
+1,341 |
| 84 |
Riverpoint Wealth Management Holdings, LLC
0.32% of their portfolio |
CHICAGO, IL |
23,73323.7k
$1.7m |
$1.7m |
0.32% |
Added
+120 |
+120 |
| 85 |
Stonebridge Wealth Management, LLC
1.47% of their portfolio |
OAK BROOK, IL |
22,47722.5k
$1.6m |
$1.6m |
1.47% |
Reduced
-277 |
-277 |
| 86 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
22,47622.5k
$1.6m |
$1.6m |
0.01% |
Reduced
-678 |
-678 |
| 87 |
Strategic Blueprint, LLC
0.08% of their portfolio |
ATLANTA, GA |
21,99022.0k
$1.6m |
$1.6m |
0.08% |
Added
+2.7k |
+2,702 |
| 88 |
Hirtle & Co., LLC
0.05% of their portfolio |
WEST CONSHOHOCKEN, PA |
21,28721.3k
$1.6m |
$1.6m |
0.05% |
Reduced
-27 |
-27 |
| 89 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
21,02821.0k
$1.5m |
$1.5m |
0.00% |
Added
+10.3k |
+10,306 |
| 90 |
Riverbend Wealth Management, LLC
0.78% of their portfolio |
Myrtle Beach, SC |
21,01621.0k
$1.5m |
$1.5m |
0.78% |
New |
|
| 91 |
PFG Advisors
0.08% of their portfolio |
Phoenix, AZ |
20,54220.5k
$1.5m |
$1.5m |
0.08% |
Reduced
-11.0k |
-11,034 |
| 92 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
20,43720.4k
$1.5m |
$1.5m |
0.00% |
Added
+886 |
+886 |
| 93 |
KICKSTAND VENTURES, LLC.
0.27% of their portfolio |
PITTSFORD, NY |
20,25720.3k
$1.5m |
$1.5m |
0.27% |
Reduced
-6 |
-6 |
| 94 |
KINGSWOOD WEALTH ADVISORS, LLC
0.06% of their portfolio |
SAN DIEGO, CA |
19,47319.5k
$1.4m |
$1.4m |
0.06% |
Reduced
-2.2k |
-2,165 |
| 95 |
Empirical Asset Management, LLC
0.32% of their portfolio |
WELLESLEY, MA |
19,26119.3k
$1.4m |
$1.4m |
0.32% |
Added
+518 |
+518 |
| 96 |
TSA Wealth Managment LLC
0.39% of their portfolio |
HOUSTON, TX |
18,85618.9k
$1.4m |
$1.4m |
0.39% |
Added
+20 |
+20 |
| 97 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
18,79518.8k
$1.4m |
$1.4m |
0.00% |
Added
+352 |
+352 |
| 98 |
PHILLIPS FINANCIAL MANAGEMENT, LLC
0.10% of their portfolio |
FORT WAYNE, IN |
17,81417.8k
$1.3m |
$1.3m |
0.10% |
Reduced
-1.2k |
-1,164 |
| 99 |
Traveka Wealth, LLC
0.39% of their portfolio |
LOS ALTOS, CA |
15,89315.9k
$1.2m |
$1.2m |
0.39% |
Added
+531 |
+531 |
| 100 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02% of their portfolio |
LOS ANGELES, CA |
15,18315.2k
$1.1m |
$1.1m |
0.02% |
Added
+498 |
+498 |