| 1 |
Cambridge Investment Research Advisors, Inc.
0.02% of their portfolio |
FAIRFIELD, IA |
662,162662.2k
$14.2m |
$14.2m |
0.02% |
Added
+356.3k |
+356,261 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
555,064555.1k
$11.9m |
$11.9m |
0.00% |
Added
+38.7k |
+38,733 |
| 3 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
477,393477.4k
$10.2m |
$10.2m |
0.00% |
Added
+18.7k |
+18,669 |
| 4 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
368,530368.5k
$7.9m |
$7.9m |
0.00% |
Reduced
-5.8k |
-5,787 |
| 5 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
202,542202.5k
$4.3m |
$4.3m |
0.00% |
Added
+26.5k |
+26,453 |
| 6 |
SEI INVESTMENTS CO
0.00% of their portfolio |
OAKS, PA |
196,111196.1k
$4.2m |
$4.2m |
0.00% |
Added
+19.7k |
+19,679 |
| 7 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
164,404164.4k
$3.5m |
$3.5m |
0.00% |
Added
+411 |
+411 |
| 8 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
127,492127.5k
$2.7m |
$2.7m |
0.00% |
Added
+5.5k |
+5,513 |
| 9 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
113,942113.9k
$2.4m |
$2.4m |
0.00% |
Reduced
-984 |
-984 |
| 10 |
Stewardship Advisors, LLC
0.48% of their portfolio |
MOUNT JOY, PA |
107,283107.3k
$2.3m |
$2.3m |
0.48% |
Reduced
-94.1k |
-94,094 |
| 11 |
Prime Capital Investment Advisors, LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
61,72261.7k
$1.3m |
$1.3m |
0.01% |
New |
|
| 12 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
61,03261.0k
$1.3m |
$1.3m |
0.00% |
Reduced
-7.6k |
-7,552 |
| 13 |
Vestmark Advisory Solutions, Inc.
0.01% of their portfolio |
Wakefield, MA |
49,40849.4k
$1.1m |
$1.1m |
0.01% |
Reduced
-9.7k |
-9,659 |
| 14 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
47,68747.7k
$1.0m |
$1.0m |
0.00% |
Added
+36 |
+36 |
| 15 |
Western Wealth Management, LLC
0.03% of their portfolio |
GOLDEN, CO |
42,11942.1k
$902.8k |
$902.8k |
0.03% |
Added
+6.7k |
+6,657 |
| 16 |
Olde Wealth Management, LLC
0.21% of their portfolio |
SAMMAMISH, WA |
34,71934.7k
$744.0k |
$744.0k |
0.21% |
Added
+142 |
+142 |
| 17 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
34,60134.6k
$741.7k |
$741.7k |
0.00% |
Added
+312 |
+312 |
| 18 |
SageView Advisory Group, LLC
0.02% of their portfolio |
Newport Beach, CA |
34,45934.5k
$738.6k |
$738.6k |
0.02% |
Added
+170 |
+170 |
| 19 |
CRUX WEALTH ADVISORS
0.25% of their portfolio |
LONG BEACH, CA |
33,10333.1k
$709.6k |
$709.6k |
0.25% |
Added
+1.6k |
+1,573 |
| 20 |
BRIGHTON JONES LLC
0.01% of their portfolio |
SEATTLE, WA |
31,31231.3k
$671.2k |
$671.2k |
0.01% |
Added
+711 |
+711 |
| 21 |
NATURAL INVESTMENTS, LLC
0.12% of their portfolio |
WINDSOR, CA |
26,04326.0k
$558.0k |
$558.0k |
0.12% |
Added
+13.0k |
+12,990 |
| 22 |
Perigon Wealth Management, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
23,50023.5k
$503.7k |
$503.7k |
0.01% |
Added
+1.3k |
+1,281 |
| 23 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
23,17123.2k
$496.7k |
$496.7k |
0.00% |
Reduced
-2.1k |
-2,135 |
| 24 |
FLOW TRADERS U.S. LLC
0.02% of their portfolio |
NEW YORK, NY |
21,88021.9k
$469.0k |
$469.0k |
0.02% |
New |
|
| 25 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
21,16821.2k
$453.7k |
$453.7k |
0.00% |
Reduced
-25.9k |
-25,931 |
| 26 |
Moss Adams Wealth Advisors LLC
0.02% of their portfolio |
SEATTLE, WA |
17,85417.9k
$382.7k |
$382.7k |
0.02% |
Added
+6 |
+6 |
| 27 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
16,40816.4k
$351.7k |
$351.7k |
0.00% |
Added
+840 |
+840 |
| 28 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
15,56815.6k
$333.7k |
$333.7k |
0.00% |
Added
+3.9k |
+3,871 |
| 29 |
Livet Wealth, LLC
0.18% of their portfolio |
SALT LAKE CITY, UT |
14,49114.5k
$310.6k |
$310.6k |
0.18% |
Reduced
-1.3k |
-1,263 |
| 30 |
Vontobel Holding Ltd.
0.00% of their portfolio |
ZURICH, V8 |
13,61813.6k
$291.9k |
$291.9k |
0.00% |
Reduced
-1.0k |
-1,006 |
| 31 |
Legacy Financial Advisors, Inc.
0.03% of their portfolio |
COVINGTON, KY |
12,82612.8k
$274.9k |
$274.9k |
0.03% |
Reduced
-961 |
-961 |
| 32 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
11,97212.0k
$256.6k |
$256.6k |
0.00% |
Added
+172 |
+172 |
| 33 |
Beacon Pointe Advisors, LLC
0.00% of their portfolio |
NEWPORT BEACH, CA |
10,10410.1k
$216.6k |
$216.6k |
0.00% |
Added
+577 |
+577 |
| 34 |
Friedenthal Financial
0.09% of their portfolio |
MARLTON, NJ |
8,9569.0k
$192.0k |
$192.0k |
0.09% |
Unchanged |
|
| 35 |
BLUELINE ADVISORS LLC
0.13% of their portfolio |
EXETER, NH |
8,6078.6k
$184.5k |
$184.5k |
0.13% |
Reduced
-56 |
-56 |
| 36 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
8,2778.3k
$177.5k |
$177.5k |
0.00% |
Reduced
-80 |
-80 |
| 37 |
4Thought Financial Group Inc.
0.06% of their portfolio |
SYOSSET, NY |
5,7545.8k
$123.3k |
$123.3k |
0.06% |
Added
+159 |
+159 |
| 38 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
4,9384.9k
$105.8k |
$105.8k |
0.00% |
Unchanged |
|
| 39 |
AdvisorNet Financial, Inc
0.00% of their portfolio |
MINNETONKA, MN |
4,6604.7k
$99.9k |
$99.9k |
0.00% |
Added
+3.1k |
+3,086 |
| 40 |
Continuum Advisory, LLC
0.01% of their portfolio |
EAGLE, ID |
4,6154.6k
$98.9k |
$98.9k |
0.01% |
New |
|
| 41 |
Financial Gravity Companies, Inc.
0.01% of their portfolio |
Lakeway, TX |
3,7273.7k
$79.9k |
$79.9k |
0.01% |
First filing |
|
| 42 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
2,8192.8k
$60.4k |
$60.4k |
0.00% |
Reduced
-124 |
-124 |
| 43 |
MATHER GROUP, LLC.
0.00% of their portfolio |
CHICAGO, IL |
2,7772.8k
$59.5k |
$59.5k |
0.00% |
Added
+22 |
+22 |
| 44 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
2,1242.1k
$46.0k |
$46.0k |
0.00% |
Added
+3 |
+3 |
| 45 |
Quaker Wealth Management, LLC
0.01% of their portfolio |
MOORESTOWN, NJ |
2,0442.0k
$43.8k |
$43.8k |
0.01% |
Added
+4 |
+4 |
| 46 |
MJT & Associates Financial Advisory Group, Inc.
0.02% of their portfolio |
MONTEVIDEO, MN |
1,1161.1k
$23.9k |
$23.9k |
0.02% |
Added
+94 |
+94 |
| 47 |
Rossby Financial, LCC
0.00% of their portfolio |
MELBOURNE, FL |
1,0541.1k
$22.6k |
$22.6k |
0.00% |
Unchanged |
|
| 48 |
Institute for Wealth Management, LLC.
0.00% of their portfolio |
DENVER, CO |
1,0481.0k
$22.5k |
$22.5k |
0.00% |
New |
|
| 49 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
868868
$18.6k |
$18.6k |
0.00% |
Unchanged |
|
| 50 |
Kingdom Financial Group LLC.
0.00% of their portfolio |
PEORIA, AZ |
664664
$14.2k |
$14.2k |
0.00% |
Added
+4 |
+4 |
| 51 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
532532
$11.4k |
$11.4k |
0.00% |
New |
|
| 52 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
505505
$10.8k |
$10.8k |
0.00% |
New |
|
| 53 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
405405
$8.7k |
$8.7k |
0.00% |
Added
+308 |
+308 |
| 54 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
296296
$6.4k |
$6.4k |
0.00% |
Unchanged |
|
| 55 |
Godfrey Financial Associates, Inc.
0.00% of their portfolio |
GLENMONT, NY |
254254
$5.4k |
$5.4k |
0.00% |
Unchanged |
|
| 56 |
EverSource Wealth Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
166166
$3.6k |
$3.6k |
0.00% |
Unchanged |
|
| 57 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
162162
$3.5k |
$3.5k |
0.00% |
Unchanged |
|
| 58 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
110110
$2.4k |
$2.4k |
0.00% |
New |
|
| 59 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
103103
$2.2k |
$2.2k |
0.00% |
Reduced
-18.2k |
-18,191 |
| 60 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
6464
$1.4k |
$1.4k |
0.00% |
Added
+1 |
+1 |
| 61 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
3838
$814 |
$814 |
0.00% |
Unchanged |
|