| 1 |
JPMORGAN CHASE & CO
0.01% of their portfolio |
NEW YORK, NY |
2,176,1162.2m
$101.8m |
$101.8m |
0.01% |
Added
+855.7k |
+855,693 |
| 2 |
Strategic Financial Services, Inc.
5.11% of their portfolio |
UTICA, NY |
1,865,4721.9m
$87.3m |
$87.3m |
5.11% |
Added
+52.1k |
+52,105 |
| 3 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
1,443,6691.4m
$67.5m |
$67.5m |
0.00% |
Reduced
-201.6k |
-201,569 |
| 4 |
Dynasty Wealth Management, LLC
0.86% of their portfolio |
ST. PETERSBURG, FL |
1,100,7361.1m
$51.5m |
$51.5m |
0.86% |
Added
+673.7k |
+673,720 |
| 5 |
SAGESPRING WEALTH PARTNERS, LLC
1.17% of their portfolio |
FRANKLIN, TN |
991,325991.3k
$46.4m |
$46.4m |
1.17% |
Added
+589.3k |
+589,290 |
| 6 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
911,224911.2k
$42.6m |
$42.6m |
0.01% |
Added
+184.0k |
+183,952 |
| 7 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
820,870820.9k
$38.4m |
$38.4m |
0.00% |
Added
+56.2k |
+56,228 |
| 8 |
CWM, LLC
0.14% of their portfolio |
OMAHA, NE |
747,250747.2k
$35.0m |
$35.0m |
0.14% |
Reduced
-124.4k |
-124,379 |
| 9 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
626,281626.3k
$29.3m |
$29.3m |
0.01% |
Reduced
-41.9k |
-41,934 |
| 10 |
AMERIPRISE FINANCIAL INC
0.01% of their portfolio |
MINNEAPOLIS, MN |
510,522510.5k
$23.9m |
$23.9m |
0.01% |
Reduced
-109.6k |
-109,557 |
| 11 |
Pure Financial Advisors, LLC
0.48% of their portfolio |
SAN DIEGO, CA |
486,290486.3k
$22.7m |
$22.7m |
0.48% |
Added
+37.9k |
+37,864 |
| 12 |
Ascent Group, LLC
0.87% of their portfolio |
VIRGINIA BEACH, VA |
434,797434.8k
$20.3m |
$20.3m |
0.87% |
Added
+355.1k |
+355,096 |
| 13 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
414,399414.4k
$19.4m |
$19.4m |
0.01% |
Added
+87.4k |
+87,444 |
| 14 |
Clearwater Capital Advisors, LLC
1.57% of their portfolio |
HOFFMAN ESTATES, IL |
348,132348.1k
$16.3m |
$16.3m |
1.57% |
Added
+9.0k |
+8,976 |
| 15 |
Integrated Wealth Concepts LLC
0.18% of their portfolio |
WALTHAM, MA |
329,868329.9k
$15.4m |
$15.4m |
0.18% |
Reduced
-39.7k |
-39,718 |
| 16 |
Dynamic Advisor Solutions LLC
0.50% of their portfolio |
PHOENIX, AZ |
325,829325.8k
$15.2m |
$15.2m |
0.50% |
Added
+39.5k |
+39,515 |
| 17 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
223,004223.0k
$10.4m |
$10.4m |
0.00% |
Reduced
-4.8k |
-4,761 |
| 18 |
Frontier Asset Management, LLC
2.92% of their portfolio |
SHERIDAN, WY |
214,848214.8k
$10.1m |
$10.1m |
2.92% |
Reduced
-7.2k |
-7,228 |
| 19 |
MERCER GLOBAL ADVISORS INC /ADV
0.02% of their portfolio |
DENVER, CO |
188,423188.4k
$8.8m |
$8.8m |
0.02% |
Reduced
-52.7k |
-52,733 |
| 20 |
Equitable Holdings, Inc.
0.08% of their portfolio |
NEW YORK, NY |
182,980183.0k
$8.6m |
$8.6m |
0.08% |
Added
+15.2k |
+15,169 |
| 21 |
Hixon Zuercher, LLC
2.72% of their portfolio |
Findlay, OH |
164,818164.8k
$7.7m |
$7.7m |
2.72% |
New |
|
| 22 |
EXCHANGE TRADED CONCEPTS, LLC
0.13% of their portfolio |
Oklahoma City, OK |
151,524151.5k
$7.1m |
$7.1m |
0.13% |
Reduced
-10.8k |
-10,764 |
| 23 |
Stokes Family Office, LLC
0.72% of their portfolio |
NEW ORLEANS, LA |
137,413137.4k
$6.4m |
$6.4m |
0.72% |
Added
+24.0k |
+24,008 |
| 24 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
136,429136.4k
$6.4m |
$6.4m |
0.00% |
Added
+11.5k |
+11,474 |
| 25 |
Armbruster Capital Management, Inc.
1.23% of their portfolio |
PITTSFORD, NY |
131,644131.6k
$6.2m |
$6.2m |
1.23% |
Added
+1.3k |
+1,324 |
| 26 |
Foundations Investment Advisors, LLC
0.11% of their portfolio |
PHOENIX, AZ |
131,543131.5k
$6.2m |
$6.2m |
0.11% |
Reduced
-52.1k |
-52,089 |
| 27 |
Callan Capital, LLC
0.45% of their portfolio |
LA JOLLA, CA |
131,027131.0k
$6.1m |
$6.1m |
0.45% |
Reduced
-905 |
-905 |
| 28 |
Ullmann Wealth Partners Group, LLC
0.73% of their portfolio |
JACKSONVILLE BEACH, FL |
116,735116.7k
$5.5m |
$5.5m |
0.73% |
Reduced
-35.5k |
-35,499 |
| 29 |
Wade Financial Advisory, Inc
1.81% of their portfolio |
CAMPBELL, CA |
113,068113.1k
$5.3m |
$5.3m |
1.81% |
Added
+6.8k |
+6,843 |
| 30 |
Callan Family Office, LLC
0.40% of their portfolio |
RADNOR, PA |
112,904112.9k
$5.3m |
$5.3m |
0.40% |
Added
+33.2k |
+33,153 |
| 31 |
Modern Wealth Management, LLC
0.16% of their portfolio |
KANSAS CITY, MO |
108,539108.5k
$5.1m |
$5.1m |
0.16% |
New |
|
| 32 |
ARQ WEALTH ADVISORS, LLC
1.73% of their portfolio |
SCOTTSDALE, AZ |
99,57799.6k
$4.7m |
$4.7m |
1.73% |
Added
+3.8k |
+3,813 |
| 33 |
Cerity Partners LLC
0.01% of their portfolio |
NEW YORK, NY |
88,15088.2k
$4.1m |
$4.1m |
0.01% |
Reduced
-6.8k |
-6,755 |
| 34 |
Weil Company, Inc.
1.00% of their portfolio |
SAN DIEGO, CA |
71,68271.7k
$3.4m |
$3.4m |
1.00% |
Added
+43.0k |
+43,005 |
| 35 |
RHS Financial, LLC
1.84% of their portfolio |
SAN FRANCISCO, CA |
70,07470.1k
$3.3m |
$3.3m |
1.84% |
Added
+33.0k |
+33,024 |
| 36 |
Veridan Wealth LLC
1.46% of their portfolio |
WEST LINN, OR |
69,17769.2k
$3.2m |
$3.2m |
1.46% |
Added
+1.6k |
+1,624 |
| 37 |
Federation des caisses Desjardins du Quebec
0.02% of their portfolio |
LEVIS, A8 |
67,92767.9k
$3.2m |
$3.2m |
0.02% |
Added
+30.9k |
+30,890 |
| 38 |
Beacon Pointe Advisors, LLC
0.04% of their portfolio |
NEWPORT BEACH, CA |
67,28767.3k
$3.1m |
$3.1m |
0.04% |
Reduced
-675 |
-675 |
| 39 |
PFG Advisors
0.16% of their portfolio |
Phoenix, AZ |
61,29361.3k
$2.9m |
$2.9m |
0.16% |
Added
+3.4k |
+3,438 |
| 40 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
58,72958.7k
$2.7m |
$2.7m |
0.00% |
Added
+4.5k |
+4,532 |
| 41 |
Keebeck Wealth Management
0.38% of their portfolio |
Chicago, IL |
54,57654.6k
$2.6m |
$2.6m |
0.38% |
Reduced
-4.8k |
-4,796 |
| 42 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
54,16454.2k
$2.5m |
$2.5m |
0.00% |
Added
+1.7k |
+1,749 |
| 43 |
Lansing Street Advisors
0.83% of their portfolio |
AMBLER, PA |
53,02853.0k
$2.5m |
$2.5m |
0.83% |
New |
|
| 44 |
UNIQUE WEALTH, LLC
0.43% of their portfolio |
TAMPA, FL |
48,78948.8k
$2.3m |
$2.3m |
0.43% |
New |
|
| 45 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
47,90347.9k
$2.2m |
$2.2m |
0.00% |
Reduced
-2.1k |
-2,071 |
| 46 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
45,44245.4k
$2.1m |
$2.1m |
0.00% |
Added
+9.0k |
+9,019 |
| 47 |
OLD MISSION CAPITAL LLC
0.04% of their portfolio |
CHICAGO, IL |
43,67143.7k
$2.0m |
$2.0m |
0.04% |
Reduced
-37.8k |
-37,849 |
| 48 |
PHILLIPS FINANCIAL MANAGEMENT, LLC
0.15% of their portfolio |
FORT WAYNE, IN |
41,95342.0k
$2.0m |
$2.0m |
0.15% |
Reduced
-4.8k |
-4,832 |
| 49 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
41,15641.2k
$1.9m |
$1.9m |
0.00% |
Added
+2.9k |
+2,873 |
| 50 |
PARK AVENUE SECURITIES LLC
0.02% of their portfolio |
NEW YORK, NY |
38,89238.9k
$1.8m |
$1.8m |
0.02% |
Added
+4.5k |
+4,550 |
| 51 |
LifeGoal Investments, LLC
1.95% of their portfolio |
SARATOGA SPRINGS, NY |
38,50738.5k
$1.8m |
$1.8m |
1.95% |
Reduced
-3.0k |
-3,030 |
| 52 |
Mullaney, Keating & Wright, Inc.
1.11% of their portfolio |
MIDDLETOWN, CT |
37,78637.8k
$1.7m |
$1.7m |
1.11% |
Reduced
-1.1k |
-1,052 |
| 53 |
Beirne Wealth Consulting Services, LLC
0.62% of their portfolio |
SHELTON, CT |
37,30337.3k
$1.7m |
$1.7m |
0.62% |
Added
+235 |
+235 |
| 54 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
36,03436.0k
$1.7m |
$1.7m |
0.00% |
Added
+9.0k |
+9,038 |
| 55 |
Quotient Wealth Partners, LLC
0.05% of their portfolio |
DALLAS, TX |
35,57135.6k
$1.7m |
$1.7m |
0.05% |
Added
+12.0k |
+11,977 |
| 56 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
35,21735.2k
$1.6m |
$1.6m |
0.01% |
Reduced
-302.4k |
-302,437 |
| 57 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
33,84933.8k
$1.6m |
$1.6m |
0.00% |
Reduced
-5.0k |
-4,982 |
| 58 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.04% of their portfolio |
LOS ANGELES, CA |
33,73033.7k
$1.6m |
$1.6m |
0.04% |
Reduced
-418 |
-418 |
| 59 |
5T Wealth, LLC
0.89% of their portfolio |
Napa, CA |
33,58233.6k
$1.6m |
$1.6m |
0.89% |
Added
+552 |
+552 |
| 60 |
Avid Wealth Partners LLC
1.05% of their portfolio |
SAN ANTONIO, TX |
33,18933.2k
$1.6m |
$1.6m |
1.05% |
New |
|
| 61 |
Strategic Blueprint, LLC
0.08% of their portfolio |
ATLANTA, GA |
31,97132.0k
$1.5m |
$1.5m |
0.08% |
Reduced
-3.3k |
-3,327 |
| 62 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
31,90031.9k
$1.5m |
$1.5m |
0.00% |
Added
+7.1k |
+7,073 |
| 63 |
Heck Capital Advisors, LLC
0.16% of their portfolio |
Rhinelander, WI |
30,77430.8k
$1.4m |
$1.4m |
0.16% |
Added
+13.6k |
+13,626 |
| 64 |
Kingsview Wealth Management, LLC
0.03% of their portfolio |
GRANTS PASS, OR |
29,67329.7k
$1.4m |
$1.4m |
0.03% |
Reduced
-499 |
-499 |
| 65 |
GTS SECURITIES LLC
0.06% of their portfolio |
NEW YORK, NY |
29,42229.4k
$1.4m |
$1.4m |
0.06% |
New |
|
| 66 |
Farther Finance Advisors, LLC
0.03% of their portfolio |
SAN FRANCISCO, CA |
24,36324.4k
$1.1m |
$1.1m |
0.03% |
Added
+20.2k |
+20,250 |
| 67 |
One Wealth Advisors, LLC
0.17% of their portfolio |
SAN FRANCISCO, CA |
24,28724.3k
$1.1m |
$1.1m |
0.17% |
Added
+3.1k |
+3,112 |
| 68 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
22,33522.3k
$1.0m |
$1.0m |
0.01% |
Reduced
-16 |
-16 |
| 69 |
Cyndeo Wealth Partners, LLC
0.07% of their portfolio |
ST. PETERSBURG, FL |
22,18622.2k
$1.0m |
$1.0m |
0.07% |
New |
|
| 70 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
21,92721.9k
$1.0m |
$1.0m |
0.00% |
Reduced
-68.5k |
-68,477 |
| 71 |
KICKSTAND VENTURES, LLC.
0.26% of their portfolio |
PITTSFORD, NY |
21,77721.8k
$1.0m |
$1.0m |
0.26% |
Added
+1.8k |
+1,833 |
| 72 |
Hirtle & Co., LLC
0.04% of their portfolio |
WEST CONSHOHOCKEN, PA |
20,96421.0k
$980.7k |
$980.7k |
0.04% |
Added
+218 |
+218 |
| 73 |
Robertson Stephens Wealth Management, LLC
0.03% of their portfolio |
San Francisco, CA |
19,78519.8k
$925.5k |
$925.5k |
0.03% |
Added
+432 |
+432 |
| 74 |
Larson Financial Group LLC
0.04% of their portfolio |
ST LOUIS, MO |
17,33417.3k
$810.9k |
$810.9k |
0.04% |
New |
|
| 75 |
Stratos Wealth Partners, LTD.
0.01% of their portfolio |
BEACHWOOD, OH |
17,13917.1k
$801.8k |
$801.8k |
0.01% |
Added
+792 |
+792 |
| 76 |
Affinity Capital Advisors, LLC
0.14% of their portfolio |
BERKELEY, CA |
16,31916.3k
$729.3k |
$729.3k |
0.14% |
Added
+2.5k |
+2,541 |
| 77 |
First Citizens Financial Corp
0.43% of their portfolio |
MASON CITY, IA |
16,07116.1k
$751.8k |
$751.8k |
0.43% |
Reduced
-1.4k |
-1,360 |
| 78 |
WEALTH ALLIANCE, LLC
0.08% of their portfolio |
MELLVILLE, NY |
14,90414.9k
$697.2k |
$697.2k |
0.08% |
Added
+6.6k |
+6,635 |
| 79 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
14,83414.8k
$693.9k |
$693.9k |
0.00% |
Reduced
-12.7k |
-12,746 |
| 80 |
Cypress Wealth Services, LLC
0.14% of their portfolio |
PALM DESERT, CA |
14,63114.6k
$684.4k |
$684.4k |
0.14% |
Reduced
-573 |
-573 |
| 81 |
TSA Wealth Managment LLC
0.26% of their portfolio |
HOUSTON, TX |
14,09314.1k
$659.3k |
$659.3k |
0.26% |
Added
+3.9k |
+3,867 |
| 82 |
Empirical Asset Management, LLC
0.22% of their portfolio |
WELLESLEY, MA |
14,00314.0k
$655.1k |
$655.1k |
0.22% |
Added
+566 |
+566 |
| 83 |
Financial Freedom, LLC
0.33% of their portfolio |
CINCINNATI, OH |
12,18812.2k
$570.2k |
$570.2k |
0.33% |
Added
+11.8k |
+11,825 |
| 84 |
KINGSWOOD WEALTH ADVISORS, LLC
0.05% of their portfolio |
SAN DIEGO, CA |
12,16512.2k
$569.1k |
$569.1k |
0.05% |
Reduced
-227 |
-227 |
| 85 |
Williams & Novak, LLC
0.52% of their portfolio |
WESTLAKE VILLAGE, CA |
11,30711.3k
$531.5k |
$531.5k |
0.52% |
Reduced
-596 |
-596 |
| 86 |
Merit Financial Group, LLC
0.01% of their portfolio |
ALPHARETTA, GA |
11,04811.0k
$516.8k |
$516.8k |
0.01% |
Reduced
-4.3k |
-4,309 |
| 87 |
BEACON FINANCIAL GROUP
0.05% of their portfolio |
DALLAS, TX |
10,69610.7k
$500.4k |
$500.4k |
0.05% |
Reduced
-339 |
-339 |
| 88 |
BOURGEON CAPITAL MANAGEMENT LLC
0.11% of their portfolio |
Darien, CT |
10,68010.7k
$499.6k |
$499.6k |
0.11% |
Added
+170 |
+170 |
| 89 |
Horst & Graben Wealth Management LLC
0.09% of their portfolio |
PORTLAND, OR |
10,37110.4k
$485.2k |
$485.2k |
0.09% |
Reduced
-585 |
-585 |
| 90 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
10,37010.4k
$485.1k |
$485.1k |
0.00% |
Reduced
-4.2k |
-4,206 |
| 91 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
10,18910.2k
$476.6k |
$476.6k |
0.00% |
Reduced
-52 |
-52 |
| 92 |
Mayflower Financial Advisors, LLC
0.06% of their portfolio |
BOSTON, MA |
8,9939.0k
$420.7k |
$420.7k |
0.06% |
Added
+2.2k |
+2,231 |
| 93 |
Ridgeline Wealth, LLC
0.36% of their portfolio |
MESA, AZ |
8,9789.0k
$420.0k |
$420.0k |
0.36% |
Reduced
-443 |
-443 |
| 94 |
J.W. COLE ADVISORS, INC.
0.01% of their portfolio |
TAMPA, FL |
7,3017.3k
$341.6k |
$341.6k |
0.01% |
Added
+1.3k |
+1,258 |
| 95 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
6,7926.8k
$317.7k |
$317.7k |
0.00% |
Reduced
-606 |
-606 |
| 96 |
NOVEM GROUP
0.04% of their portfolio |
Rochester, NY |
6,7696.8k
$316.7k |
$316.7k |
0.04% |
Reduced
-488 |
-488 |
| 97 |
Aspire Private Capital, LLC
0.07% of their portfolio |
Cornelius, NC |
6,3946.4k
$299.1k |
$299.1k |
0.07% |
Reduced
-636 |
-636 |
| 98 |
Seed Wealth Management, Inc.
0.23% of their portfolio |
EVANSTON, IL |
6,0006.0k
$280.7k |
$280.7k |
0.23% |
Unchanged |
|
| 99 |
Atria Wealth Solutions, Inc.
0.00% of their portfolio |
NEW YORK, NY |
5,5855.6k
$261.3k |
$261.3k |
0.00% |
Reduced
-413 |
-413 |
| 100 |
Barnes Wealth Management Group, Inc
0.17% of their portfolio |
Bakersfield, CA |
5,5835.6k
$261.2k |
$261.2k |
0.17% |
Added
+203 |
+203 |