| 1 |
Creative Planning
0.07% of their portfolio |
OVERLAND PARK, KS |
1,701,1581.7m
$126.4m |
$126.4m |
0.07% |
Reduced
-59.0k |
-59,028 |
| 2 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
668,269668.3k
$49.7m |
$49.7m |
0.00% |
Reduced
-49.2k |
-49,243 |
| 3 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
355,981356.0k
$26.5m |
$26.5m |
0.00% |
Added
+13.0k |
+13,038 |
| 4 |
Mariner, LLC
0.03% of their portfolio |
Overland Park, KS |
326,605326.6k
$24.3m |
$24.3m |
0.03% |
Reduced
-3.3k |
-3,275 |
| 5 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
241,315241.3k
$17.9m |
$17.9m |
0.00% |
Added
+31.4k |
+31,366 |
| 6 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
219,093219.1k
$16.3m |
$16.3m |
0.00% |
Reduced
-31.7k |
-31,746 |
| 7 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.20% of their portfolio |
Seattle, WA |
182,808182.8k
$13.6m |
$13.6m |
0.20% |
Added
+4.8k |
+4,821 |
| 8 |
OLD MISSION CAPITAL LLC
0.33% of their portfolio |
CHICAGO, IL |
176,585176.6k
$13.1m |
$13.1m |
0.33% |
Added
+100.4k |
+100,432 |
| 9 |
VICTORY CAPITAL MANAGEMENT INC
0.01% of their portfolio |
San Antonio, TX |
164,766164.8k
$12.2m |
$12.2m |
0.01% |
Unchanged |
|
| 10 |
Apella Capital, LLC
0.14% of their portfolio |
WEST HARTFORD, CT |
133,347133.3k
$9.7m |
$9.7m |
0.14% |
Reduced
-4.2k |
-4,230 |
| 11 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
118,709118.7k
$8.8m |
$8.8m |
0.00% |
Added
+839 |
+839 |
| 12 |
RPg Family Wealth Advisory, LLC
0.77% of their portfolio |
BURLINGTON, MA |
112,547112.5k
$8.4m |
$8.4m |
0.77% |
Added
+55.8k |
+55,778 |
| 13 |
Pure Financial Advisors, LLC
0.11% of their portfolio |
SAN DIEGO, CA |
112,298112.3k
$8.3m |
$8.3m |
0.11% |
Reduced
-2.2k |
-2,156 |
| 14 |
BIP Wealth, LLC
0.20% of their portfolio |
ATLANTA, GA |
95,32195.3k
$7.1m |
$7.1m |
0.20% |
Added
+11.5k |
+11,498 |
| 15 |
N.E.W. Advisory Services LLC
0.45% of their portfolio |
DE PERE, WI |
89,77089.8k
$6.7m |
$6.7m |
0.45% |
Reduced
-10.2k |
-10,212 |
| 16 |
Welch Financial Planning, LLC
3.80% of their portfolio |
BOULDER, CO |
87,73487.7k
$6.5m |
$6.5m |
3.80% |
Added
+3.5k |
+3,460 |
| 17 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
76,05476.1k
$5.7m |
$5.7m |
0.00% |
Added
+23.8k |
+23,791 |
| 18 |
WESCAP Management Group, Inc.
0.97% of their portfolio |
Glendale, CA |
69,66369.7k
$5.2m |
$5.2m |
0.97% |
Reduced
-185 |
-185 |
| 19 |
Transamerica Financial Advisors, LLC
0.43% of their portfolio |
CEDAR RAPIDS, IA |
67,84767.8k
$5.0m |
$5.0m |
0.43% |
Reduced
-8.5k |
-8,476 |
| 20 |
Beacon Pointe Advisors, LLC
0.02% of their portfolio |
NEWPORT BEACH, CA |
67,61167.6k
$5.0m |
$5.0m |
0.02% |
Added
+13.1k |
+13,117 |
| 21 |
Checchi Capital Advisers, LLC
0.28% of their portfolio |
BEVERLY HILLS, CA |
60,12760.1k
$4.5m |
$4.5m |
0.28% |
Reduced
-137 |
-137 |
| 22 |
Risk Paradigm Group, LLC
3.33% of their portfolio |
BURLINGTON, MA |
57,11957.1k
$4.2m |
$4.2m |
3.33% |
Added
+433 |
+433 |
| 23 |
WADDELL & ASSOCIATES, LLC
0.19% of their portfolio |
MEMPHIS, TN |
51,98152.0k
$3.9m |
$3.9m |
0.19% |
Reduced
-1.6k |
-1,602 |
| 24 |
Tortoise Investment Management, LLC
0.28% of their portfolio |
WHITE PLAINS, NY |
49,97450.0k
$3.7m |
$3.7m |
0.28% |
Reduced
-1.5k |
-1,489 |
| 25 |
Focus Partners Advisor Solutions, LLC
0.03% of their portfolio |
SAINT LOUIS, MO |
48,59048.6k
$3.6m |
$3.6m |
0.03% |
Added
+1.8k |
+1,759 |
| 26 |
Brady Martz Wealth Solutions, LLC
0.54% of their portfolio |
GRAND FORKS, ND |
48,46048.5k
$3.6m |
$3.6m |
0.54% |
Added
+1.9k |
+1,911 |
| 27 |
VISTA INVESTMENT MANAGEMENT
1.08% of their portfolio |
PITTSBURGH, PA |
48,28348.3k
$3.6m |
$3.6m |
1.08% |
Added
+360 |
+360 |
| 28 |
Johnson Financial Group, LLC
0.19% of their portfolio |
Denver, CO |
46,65746.7k
$3.5m |
$3.5m |
0.19% |
Reduced
-6.3k |
-6,286 |
| 29 |
Bluespring Wealth Management, LLC
0.07% of their portfolio |
AUSTIN, TX |
45,68145.7k
$3.4m |
$3.4m |
0.07% |
Added
+18.2k |
+18,167 |
| 30 |
Equitable Holdings, Inc.
0.02% of their portfolio |
NEW YORK, NY |
44,80544.8k
$3.3m |
$3.3m |
0.02% |
Added
+423 |
+423 |
| 31 |
Texas Yale Capital Corp.
0.07% of their portfolio |
ST. PETERSBURG, FL |
43,93443.9k
$3.3m |
$3.3m |
0.07% |
Added
+243 |
+243 |
| 32 |
Sepio Capital, LP
0.16% of their portfolio |
Salt Lake City, UT |
43,89843.9k
$3.3m |
$3.3m |
0.16% |
Added
+32 |
+32 |
| 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
43,00843.0k
$3.2m |
$3.2m |
0.00% |
Added
+9.9k |
+9,871 |
| 34 |
MARTIN & CO INC /TN/
0.49% of their portfolio |
Knoxville, TN |
42,00742.0k
$3.1m |
$3.1m |
0.49% |
Added
+432 |
+432 |
| 35 |
CABOT WEALTH MANAGEMENT INC
0.31% of their portfolio |
BEVERLY, MA |
41,32041.3k
$3.1m |
$3.1m |
0.31% |
Reduced
-113 |
-113 |
| 36 |
Baird Financial Group, Inc.
0.00% of their portfolio |
MILWAUKEE, WI |
41,25241.3k
$3.1m |
$3.1m |
0.00% |
Reduced
-811 |
-811 |
| 37 |
Cascade Financial Partners, LLC
0.26% of their portfolio |
SAN DIEGO, CA |
40,36840.4k
$3.0m |
$3.0m |
0.26% |
Added
+1 |
+1 |
| 38 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
37,55137.6k
$2.8m |
$2.8m |
0.01% |
Reduced
-5.1k |
-5,052 |
| 39 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
37,46137.5k
$2.8m |
$2.8m |
0.00% |
Reduced
-21.6k |
-21,646 |
| 40 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
34,73534.7k
$2.6m |
$2.6m |
0.01% |
Added
+6.8k |
+6,844 |
| 41 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
34,63534.6k
$2.6m |
$2.6m |
0.00% |
Reduced
-14.8k |
-14,779 |
| 42 |
MUSTICO FINANCIAL GROUP, INC.
1.51% of their portfolio |
ELMIRA, NY |
33,76033.8k
$2.3m |
$2.3m |
1.51% |
Added
+345 |
+345 |
| 43 |
Merit Financial Group, LLC
0.02% of their portfolio |
ALPHARETTA, GA |
33,71933.7k
$2.5m |
$2.5m |
0.02% |
Added
+595 |
+595 |
| 44 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
32,53632.5k
$2.4m |
$2.4m |
0.00% |
Added
+4.2k |
+4,213 |
| 45 |
NTV Asset Management LLC
0.23% of their portfolio |
Charleston, WV |
32,22532.2k
$2.4m |
$2.4m |
0.23% |
Reduced
-600 |
-600 |
| 46 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
31,51831.5k
$2.3m |
$2.3m |
0.01% |
Added
+21.3k |
+21,253 |
| 47 |
CarsonAllaria Wealth Management, Ltd.
1.00% of their portfolio |
GLEN CARBON, IL |
31,15531.2k
$2.3m |
$2.3m |
1.00% |
Reduced
-714 |
-714 |
| 48 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
28,93028.9k
$2.1m |
$2.1m |
0.00% |
Added
+2.7k |
+2,724 |
| 49 |
OneDigital Investment Advisors LLC
0.02% of their portfolio |
OVERLAND PARK, KS |
28,55328.6k
$2.1m |
$2.1m |
0.02% |
Reduced
-326 |
-326 |
| 50 |
Stratos Wealth Partners, LTD.
0.02% of their portfolio |
BEACHWOOD, OH |
27,08827.1k
$2.0m |
$2.0m |
0.02% |
Added
+1.5k |
+1,486 |
| 51 |
Regal Investment Advisors LLC
0.10% of their portfolio |
KENTWOOD, MI |
26,29926.3k
$2.0m |
$2.0m |
0.10% |
Added
+96 |
+96 |
| 52 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
24,13924.1k
$1.8m |
$1.8m |
0.00% |
Added
+4.1k |
+4,085 |
| 53 |
MARYLAND CAPITAL ADVISORS INC.
0.56% of their portfolio |
CHESTER, MD |
23,55023.6k
$1.7m |
$1.7m |
0.56% |
First filing |
|
| 54 |
Michels Family Financial, LLC
0.97% of their portfolio |
FORT WORTH, TX |
20,40220.4k
$1.5m |
$1.5m |
0.97% |
Added
+835 |
+835 |
| 55 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
18,68718.7k
$1.4m |
$1.4m |
0.00% |
Reduced
-1.6k |
-1,625 |
| 56 |
SMITH, MOORE & CO.
0.08% of their portfolio |
CLAYTON, MO |
16,50316.5k
$1.2m |
$1.2m |
0.08% |
Unchanged |
|
| 57 |
Greenspring Advisors, LLC
0.07% of their portfolio |
Towson, MD |
15,97516.0k
$1.2m |
$1.2m |
0.07% |
Reduced
-847 |
-847 |
| 58 |
TENET WEALTH PARTNERS, LLC
0.81% of their portfolio |
CHAMPAIGN, IL |
15,89115.9k
$1.1m |
$1.1m |
0.81% |
First filing |
|
| 59 |
Advisory Services Network, LLC
0.01% of their portfolio |
ATLANTA, GA |
15,59915.6k
$1.2m |
$1.2m |
0.01% |
Reduced
-534 |
-534 |
| 60 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
15,35715.4k
$1.1m |
$1.1m |
0.00% |
Reduced
-447 |
-447 |
| 61 |
Spire Wealth Management
0.03% of their portfolio |
MCLEAN, VA |
14,94414.9k
$1.1m |
$1.1m |
0.03% |
Added
+219 |
+219 |
| 62 |
Jacobs Equity LLC
0.69% of their portfolio |
DRAPER, UT |
13,49413.5k
$1.0m |
$1.0m |
0.69% |
Reduced
-7 |
-7 |
| 63 |
Essex Financial Services, Inc.
0.05% of their portfolio |
ESSEX, CT |
13,23013.2k
$983.1k |
$983.1k |
0.05% |
Unchanged |
|
| 64 |
Heartwood Wealth Advisors LLC
0.08% of their portfolio |
RICHMOND, VA |
13,13013.1k
$975.6k |
$975.6k |
0.08% |
Added
+1.5k |
+1,514 |
| 65 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
12,76812.8k
$948.0k |
$948.0k |
0.00% |
Added
+2.6k |
+2,570 |
| 66 |
Cassaday & Co Wealth Management LLC
0.02% of their portfolio |
MCLEAN, VA |
12,76012.8k
$948.1k |
$948.1k |
0.02% |
Added
+7 |
+7 |
| 67 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
12,53112.5k
$931.1k |
$931.1k |
0.00% |
Reduced
-17.4k |
-17,376 |
| 68 |
HANCOCK WHITNEY CORP
0.02% of their portfolio |
GULFPORT, MS |
12,11712.1k
$900.4k |
$900.4k |
0.02% |
Reduced
-5.5k |
-5,453 |
| 69 |
Powerhouse Assets LLC
0.70% of their portfolio |
LINCOLN, MA |
11,55411.6k
$858.5k |
$858.5k |
0.70% |
Reduced
-444 |
-444 |
| 70 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
10,11010.1k
$751.0k |
$751.0k |
0.00% |
Reduced
-1.4k |
-1,384 |
| 71 |
Rockingstone Advisors LLC
0.30% of their portfolio |
GREAT BARRINGTON, MA |
9,95410.0k
$739.6k |
$739.6k |
0.30% |
Unchanged |
|
| 72 |
Alesco Advisors, LLC, An ESL Co
0.02% of their portfolio |
Pittsford, NY |
9,5799.6k
$711.8k |
$711.8k |
0.02% |
Reduced
-1.0k |
-1,004 |
| 73 |
Omega Financial Group, LLC
0.20% of their portfolio |
Santa Barbara, CA |
8,8138.8k
$654.8k |
$654.8k |
0.20% |
Reduced
-231 |
-231 |
| 74 |
HighRoad Wealth Advisors, LLC
0.55% of their portfolio |
COOS BAY, OR |
8,7508.8k
$650.2k |
$650.2k |
0.55% |
Unchanged |
|
| 75 |
Perigon Wealth Management, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
8,6448.6k
$642.3k |
$642.3k |
0.01% |
Reduced
-258 |
-258 |
| 76 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
8,6038.6k
$639.0k |
$639.0k |
0.00% |
New |
|
| 77 |
Cyr Financial Inc.
0.33% of their portfolio |
HENNEPIN, IL |
8,4718.5k
$629.4k |
$629.4k |
0.33% |
Reduced
-771 |
-771 |
| 78 |
Compound Planning, Inc.
0.02% of their portfolio |
NEW YORK, NY |
8,4508.4k
$627.9k |
$627.9k |
0.02% |
Reduced
-199 |
-199 |
| 79 |
Hyundai Investments Co., Ltd.
0.65% of their portfolio |
YEONGDEUNGPO-GU, SEOUL, M5 |
8,2478.2k
$604.0k |
$604.0k |
0.65% |
Added
+5.6k |
+5,584 |
| 80 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
8,1788.2k
$596.2k |
$596.2k |
0.00% |
Added
+1.7k |
+1,712 |
| 81 |
Index Fund Advisors, Inc.
0.02% of their portfolio |
IRVINE, CA |
8,1768.2k
$607.5k |
$607.5k |
0.02% |
Reduced
-57 |
-57 |
| 82 |
Camelot Portfolios, LLC
0.43% of their portfolio |
Maumee, OH |
8,1498.1k
$605.5k |
$605.5k |
0.43% |
Reduced
-140 |
-140 |
| 83 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
8,0188.0k
$595.8k |
$595.8k |
0.00% |
Reduced
-7 |
-7 |
| 84 |
WHITE PINE CAPITAL LLC
0.14% of their portfolio |
BLOOMINGTON, MN |
7,9107.9k
$587.8k |
$587.8k |
0.14% |
Reduced
-6.9k |
-6,890 |
| 85 |
Bright Futures Wealth Management, LLC.
0.38% of their portfolio |
WEBSTER, NY 14580, NY |
7,8387.8k
$582.4k |
$582.4k |
0.38% |
Added
+697 |
+697 |
| 86 |
180 WEALTH ADVISORS, LLC
0.05% of their portfolio |
FEDERAL WAY, WA |
7,0857.1k
$526.4k |
$526.4k |
0.05% |
Reduced
-320 |
-320 |
| 87 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
6,5306.5k
$485.2k |
$485.2k |
0.00% |
Added
+2.0k |
+2,017 |
| 88 |
Shore Point Advisors, LLC
0.16% of their portfolio |
BRIELLE, NJ |
6,4196.4k
$477.0k |
$477.0k |
0.16% |
Reduced
-6 |
-6 |
| 89 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
6,2816.3k
$466.7k |
$466.7k |
0.00% |
Added
+142 |
+142 |
| 90 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
6,1006.1k
$453.3k |
$453.3k |
0.00% |
New |
|
| 91 |
Life Planning Partners, Inc
0.33% of their portfolio |
JACKSONVILLE, FL |
6,0006.0k
$445.8k |
$445.8k |
0.33% |
Unchanged |
|
| 92 |
Geneos Wealth Management Inc.
0.01% of their portfolio |
ENGLEWOOD, CO |
5,5765.6k
$414.4k |
$414.4k |
0.01% |
Reduced
-6.0k |
-5,993 |
| 93 |
WHITTIER TRUST CO
0.00% of their portfolio |
SOUTH PASADENA, CA |
5,3835.4k
$401.5k |
$401.5k |
0.00% |
Unchanged |
|
| 94 |
CENTRAL TRUST Co
0.01% of their portfolio |
JEFFERSON CITY, MO |
5,2275.2k
$388.4k |
$388.4k |
0.01% |
Unchanged |
|
| 95 |
Austin Wealth Management, LLC
0.07% of their portfolio |
Austin, TX |
5,0615.1k
$351.0k |
$351.0k |
0.07% |
Added
+25 |
+25 |
| 96 |
Ipsen Advisor Group LLC
0.24% of their portfolio |
LITTLE ROCK, AR |
5,0505.0k
$375.2k |
$375.2k |
0.24% |
Added
+39 |
+39 |
| 97 |
FIRST HORIZON CORP
0.01% of their portfolio |
MEMPHIS, TN |
5,0095.0k
$372.2k |
$372.2k |
0.01% |
Reduced
-975 |
-975 |
| 98 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
4,9484.9k
$367.7k |
$367.7k |
0.00% |
Reduced
-159 |
-159 |
| 99 |
Rehmann Capital Advisory Group
0.02% of their portfolio |
LANSING, MI |
4,8104.8k
$357.4k |
$357.4k |
0.02% |
Unchanged |
|
| 100 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
4,7384.7k
$352.0k |
$352.0k |
0.00% |
Reduced
-243 |
-243 |