| 1 |
STATE STREET CORP
0.00% of their portfolio |
BOSTON, MA |
3,776,0663.8m
$99.4m |
$99.4m |
0.00% |
Reduced
-7.7k |
-7,733 |
| 2 |
CWM, LLC
0.28% of their portfolio |
OMAHA, NE |
3,541,2713.5m
$93.2m |
$93.2m |
0.28% |
Added
+512.9k |
+512,866 |
| 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01% of their portfolio |
SAN FRANCISCO, CA |
3,103,1113.1m
$81.7m |
$81.7m |
0.01% |
Reduced
-105.9k |
-105,948 |
| 4 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
1,433,5351.4m
$37.7m |
$37.7m |
0.01% |
Added
+29.4k |
+29,423 |
| 5 |
3EDGE Asset Management, LP
1.90% of their portfolio |
Naples, FL |
1,277,2121.3m
$33.6m |
$33.6m |
1.90% |
Reduced
-1.3k |
-1,281 |
| 6 |
Pure Financial Advisors, LLC
0.45% of their portfolio |
SAN DIEGO, CA |
1,070,6111.1m
$28.2m |
$28.2m |
0.45% |
Reduced
-7.0k |
-7,034 |
| 7 |
Cannon Financial Strategists, Inc.
3.77% of their portfolio |
ATHENS, GA |
1,001,7351.0m
$26.4m |
$26.4m |
3.77% |
Added
+98.5k |
+98,513 |
| 8 |
Cerity Partners LLC
0.04% of their portfolio |
NEW YORK, NY |
838,358838.4k
$22.1m |
$22.1m |
0.04% |
Reduced
-29.1k |
-29,117 |
| 9 |
Stadion Money Management, LLC
1.40% of their portfolio |
WATKINSVILLE, GA |
667,650667.6k
$17.5m |
$17.5m |
1.40% |
Reduced
-11.9k |
-11,898 |
| 10 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
657,151657.2k
$17.3m |
$17.3m |
0.00% |
Reduced
-9.4k |
-9,387 |
| 11 |
Hughes Financial Services, LLC
2.72% of their portfolio |
HERNDON, VA |
652,659652.7k
$17.1m |
$17.1m |
2.72% |
Added
+21.8k |
+21,823 |
| 12 |
Willow Creek Wealth Management Inc.
1.34% of their portfolio |
Sebastopol, CA |
620,526620.5k
$16.3m |
$16.3m |
1.34% |
Added
+11.0k |
+11,003 |
| 13 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
563,247563.2k
$14.8m |
$14.8m |
0.00% |
Reduced
-30.1k |
-30,110 |
| 14 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
426,798426.8k
$11.2m |
$11.2m |
0.00% |
Added
+326 |
+326 |
| 15 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
348,235348.2k
$9.2m |
$9.2m |
0.00% |
Reduced
-13.6k |
-13,582 |
| 16 |
ERn Financial, LLC
1.61% of their portfolio |
MIDDLETON, WI |
310,399310.4k
$8.2m |
$8.2m |
1.61% |
Added
+49.2k |
+49,204 |
| 17 |
SeaBridge Investment Advisors LLC
1.26% of their portfolio |
SUMMIT, NJ |
295,385295.4k
$7.8m |
$7.8m |
1.26% |
Added
+133.8k |
+133,799 |
| 18 |
TIAA TRUST, NATIONAL ASSOCIATION
0.02% of their portfolio |
CHARLOTTE, NC |
280,713280.7k
$7.4m |
$7.4m |
0.02% |
Added
+29.6k |
+29,630 |
| 19 |
Aquire Wealth Advisors, LLC
1.64% of their portfolio |
Salt Lake City, UT |
253,190253.2k
$6.7m |
$6.7m |
1.64% |
Added
+4.5k |
+4,485 |
| 20 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
249,769249.8k
$6.6m |
$6.6m |
0.00% |
Added
+150.1k |
+150,096 |
| 21 |
GREAT VALLEY ADVISOR GROUP, INC.
0.11% of their portfolio |
WILMINGTON, DE |
216,040216.0k
$5.7m |
$5.7m |
0.11% |
Reduced
-2.8k |
-2,819 |
| 22 |
Procyon Advisors, LLC
0.30% of their portfolio |
SHELTON, CT |
193,039193.0k
$5.1m |
$5.1m |
0.30% |
New |
|
| 23 |
IFG Advisory, LLC
0.23% of their portfolio |
ATLANTA, GA |
190,581190.6k
$5.0m |
$5.0m |
0.23% |
Added
+18.8k |
+18,750 |
| 24 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
168,774168.8k
$4.4m |
$4.4m |
0.01% |
Added
+1.9k |
+1,854 |
| 25 |
FULTON BREAKEFIELD BROENNIMAN LLC
0.26% of their portfolio |
Bethesda, MD |
155,749155.7k
$4.1m |
$4.1m |
0.26% |
Added
+9.9k |
+9,949 |
| 26 |
Financial Engines Advisors L.L.C.
0.01% of their portfolio |
SANTA CLARA, CA |
152,774152.8k
$4.0m |
$4.0m |
0.01% |
Added
+32.6k |
+32,599 |
| 27 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
148,176148.2k
$3.9m |
$3.9m |
0.00% |
Reduced
-165.3k |
-165,305 |
| 28 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
129,883129.9k
$3.4m |
$3.4m |
0.00% |
Added
+71.3k |
+71,284 |
| 29 |
FLAGSHIP HARBOR ADVISORS, LLC
0.15% of their portfolio |
BOSTON, MA |
129,725129.7k
$3.4m |
$3.4m |
0.15% |
New |
|
| 30 |
Private Advisor Group, LLC
0.02% of their portfolio |
MORRISTOWN, NJ |
121,622121.6k
$3.2m |
$3.2m |
0.02% |
Reduced
-823 |
-823 |
| 31 |
Garde Capital, Inc.
0.16% of their portfolio |
SEATTLE, WA |
120,923120.9k
$3.2m |
$3.2m |
0.16% |
Added
+5.7k |
+5,717 |
| 32 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
114,430114.4k
$3.0m |
$3.0m |
0.00% |
Reduced
-4.4k |
-4,412 |
| 33 |
Verde Capital Management
0.66% of their portfolio |
CLARKSTON, MI |
113,269113.3k
$3.0m |
$3.0m |
0.66% |
Reduced
-9.2k |
-9,238 |
| 34 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
112,769112.8k
$3.0m |
$3.0m |
0.00% |
Reduced
-40.8k |
-40,753 |
| 35 |
Note Advisors, LLC
1.60% of their portfolio |
BUFFALO, NY |
101,951102.0k
$2.7m |
$2.7m |
1.60% |
Added
+5.4k |
+5,378 |
| 36 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
101,657101.7k
$2.7m |
$2.7m |
0.00% |
Reduced
-26 |
-26 |
| 37 |
PFG Private Wealth Management, LLC
1.18% of their portfolio |
LUTZ, FL |
100,936100.9k
$2.7m |
$2.7m |
1.18% |
New |
|
| 38 |
Integrity Wealth Solutions LLC
1.18% of their portfolio |
DENVER, CO |
100,936100.9k
$2.7m |
$2.7m |
1.18% |
Added
+3.5k |
+3,490 |
| 39 |
Wealthcare Advisory Partners LLC
0.05% of their portfolio |
WEST CHESTER, PA |
100,102100.1k
$2.6m |
$2.6m |
0.05% |
Added
+751 |
+751 |
| 40 |
FLOW TRADERS U.S. LLC
0.10% of their portfolio |
NEW YORK, NY |
92,72192.7k
$2.4m |
$2.4m |
0.10% |
Added
+6.1k |
+6,134 |
| 41 |
Allen Capital Group, LLC
0.22% of their portfolio |
GRAND ISLAND, NE |
87,50887.5k
$2.3m |
$2.3m |
0.22% |
Added
+434 |
+434 |
| 42 |
CAPE COD FIVE CENTS SAVINGS BANK
0.21% of their portfolio |
HYANNIS, MA |
87,42387.4k
$2.3m |
$2.3m |
0.21% |
Unchanged |
|
| 43 |
PHILLIPS FINANCIAL MANAGEMENT, LLC
0.14% of their portfolio |
FORT WAYNE, IN |
79,54279.5k
$2.1m |
$2.1m |
0.14% |
Reduced
-4.9k |
-4,939 |
| 44 |
ST GERMAIN D J CO INC
0.08% of their portfolio |
SPRINGFIELD, MA |
77,32277.3k
$2.0m |
$2.0m |
0.08% |
Reduced
-1.9k |
-1,913 |
| 45 |
Rinkey Investments
0.50% of their portfolio |
San Diego, CA |
71,23471.2k
$1.9m |
$1.9m |
0.50% |
Reduced
-5.8k |
-5,777 |
| 46 |
ALTFEST L J & CO INC
0.20% of their portfolio |
NEW YORK, NY |
68,40568.4k
$1.8m |
$1.8m |
0.20% |
Added
+6.6k |
+6,581 |
| 47 |
Continuum Advisory, LLC
0.19% of their portfolio |
EAGLE, ID |
67,23067.2k
$1.8m |
$1.8m |
0.19% |
Added
+1.5k |
+1,486 |
| 48 |
SigFig Wealth Management, LLC
0.05% of their portfolio |
SAN FRANCISCO, CA |
64,51364.5k
$1.7m |
$1.7m |
0.05% |
Reduced
-2.2k |
-2,211 |
| 49 |
Jacobi Capital Management LLC
0.09% of their portfolio |
PITTSTON, PA |
56,22656.2k
$1.5m |
$1.5m |
0.09% |
Added
+9.3k |
+9,321 |
| 50 |
WEALTHCARE CAPITAL MANAGEMENT LLC
0.14% of their portfolio |
RICHMOND, VA |
53,25153.3k
$1.4m |
$1.4m |
0.14% |
Added
+1 |
+1 |
| 51 |
Gerber Kawasaki Wealth & Investment Management
0.05% of their portfolio |
SANTA MONICA, CA |
52,60052.6k
$1.4m |
$1.4m |
0.05% |
Added
+41.1k |
+41,082 |
| 52 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
50,63950.6k
$1.3m |
$1.3m |
0.01% |
Added
+42.3k |
+42,251 |
| 53 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
50,60050.6k
$1.3m |
$1.3m |
0.00% |
Added
+50.3k |
+50,277 |
| 54 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
49,66149.7k
$1.3m |
$1.3m |
0.00% |
Reduced
-62.6k |
-62,625 |
| 55 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
48,80748.8k
$1.3m |
$1.3m |
0.00% |
Added
+554 |
+554 |
| 56 |
Foundations Investment Advisors, LLC
0.02% of their portfolio |
PHOENIX, AZ |
48,22848.2k
$1.3m |
$1.3m |
0.02% |
Added
+7.9k |
+7,924 |
| 57 |
Geneos Wealth Management Inc.
0.03% of their portfolio |
ENGLEWOOD, CO |
47,53547.5k
$1.3m |
$1.3m |
0.03% |
Reduced
-2.3k |
-2,304 |
| 58 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
47,44647.4k
$1.2m |
$1.2m |
0.00% |
New |
|
| 59 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
46,29646.3k
$1.2m |
$1.2m |
0.00% |
Reduced
-5.5k |
-5,475 |
| 60 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
44,87444.9k
$1.2m |
$1.2m |
0.00% |
Reduced
-504 |
-504 |
| 61 |
City State Bank
0.32% of their portfolio |
NORWALK, IA |
42,36542.4k
$1.1m |
$1.1m |
0.32% |
Reduced
-310 |
-310 |
| 62 |
Global View Capital Management LLC
0.22% of their portfolio |
WAUKESHA, WI |
38,57338.6k
$1.0m |
$1.0m |
0.22% |
Added
+3.0k |
+2,987 |
| 63 |
CARY STREET PARTNERS FINANCIAL LLC
0.03% of their portfolio |
RICHMOND, VA |
38,43338.4k
$1.0m |
$1.0m |
0.03% |
Reduced
-212 |
-212 |
| 64 |
Leading Edge Financial Planning LLC
0.25% of their portfolio |
KNOXVILLE, TN |
38,42138.4k
$1.0m |
$1.0m |
0.25% |
Reduced
-995 |
-995 |
| 65 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
37,67137.7k
$991.3k |
$991.3k |
0.00% |
Added
+4.1k |
+4,091 |
| 66 |
Wealth Advisory Solutions, LLC
0.24% of their portfolio |
ZIONSVILLE, IN |
37,25837.3k
$980.4k |
$980.4k |
0.24% |
Reduced
-251 |
-251 |
| 67 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
36,82036.8k
$968.9k |
$968.9k |
0.00% |
Added
+2.0k |
+2,046 |
| 68 |
Busey Bank
0.03% of their portfolio |
URBANA, IL |
35,49935.5k
$934.2k |
$934.2k |
0.03% |
Reduced
-3.5k |
-3,518 |
| 69 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.03% of their portfolio |
DALLAS, TX |
35,43035.4k
$932.3k |
$932.3k |
0.03% |
Reduced
-2.7k |
-2,671 |
| 70 |
Charles Schwab Trust Co
0.06% of their portfolio |
HENDERSON, NV |
34,53834.5k
$908.9k |
$908.9k |
0.06% |
Added
+7.4k |
+7,413 |
| 71 |
Treasure Coast Financial Planning
0.48% of their portfolio |
VERO BEACH, FL |
32,66232.7k
$859.5k |
$859.5k |
0.48% |
Reduced
-4.5k |
-4,477 |
| 72 |
Modera Wealth Management, LLC
0.01% of their portfolio |
WESTWOOD, NJ |
31,04131.0k
$816.8k |
$816.8k |
0.01% |
Unchanged |
|
| 73 |
Lido Advisors, LLC
0.00% of their portfolio |
Los Angeles, CA |
30,99831.0k
$815.7k |
$815.7k |
0.00% |
Unchanged |
|
| 74 |
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
0.71% of their portfolio |
APPLETON, WI |
29,26629.3k
$770.1k |
$770.1k |
0.71% |
Added
+36 |
+36 |
| 75 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
28,84328.8k
$759.0k |
$759.0k |
0.00% |
Reduced
-83 |
-83 |
| 76 |
Advisors Asset Management, Inc.
0.01% of their portfolio |
Monument, CO |
26,84626.8k
$706.5k |
$706.5k |
0.01% |
Reduced
-4.7k |
-4,654 |
| 77 |
Auour Investments LLC
0.22% of their portfolio |
WOBURN, MA |
25,79325.8k
$678.7k |
$678.7k |
0.22% |
Added
+410 |
+410 |
| 78 |
BIP Wealth, LLC
0.03% of their portfolio |
ATLANTA, GA |
25,37825.4k
$667.8k |
$667.8k |
0.03% |
Reduced
-2.1k |
-2,107 |
| 79 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
24,11924.1k
$634.7k |
$634.7k |
0.00% |
Reduced
-7.6k |
-7,616 |
| 80 |
SHEETS SMITH WEALTH MANAGEMENT
0.07% of their portfolio |
WINSTON-SALEM, NC |
22,46622.5k
$591.2k |
$591.2k |
0.07% |
Unchanged |
|
| 81 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
22,15922.2k
$583.0k |
$583.0k |
0.00% |
Reduced
-7.4k |
-7,416 |
| 82 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
21,65321.7k
$569.8k |
$569.8k |
0.00% |
Reduced
-469 |
-469 |
| 83 |
NORTHERN TRUST CORP
0.00% of their portfolio |
CHICAGO, IL |
21,47121.5k
$565.0k |
$565.0k |
0.00% |
New |
|
| 84 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
20,96321.0k
$552.0k |
$552.0k |
0.00% |
Reduced
-9.3k |
-9,259 |
| 85 |
KWB Wealth
0.06% of their portfolio |
REDLANDS, CA |
19,84919.8k
$517.3k |
$517.3k |
0.06% |
Added
+863 |
+863 |
| 86 |
FIRST NATIONAL CORP /MA/ /ADV
0.10% of their portfolio |
ROCKLAND, MA |
19,73519.7k
$518.8k |
$518.8k |
0.10% |
Unchanged |
|
| 87 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
19,28219.3k
$507.0k |
$507.0k |
0.00% |
Added
+2.7k |
+2,683 |
| 88 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
18,60518.6k
$489.6k |
$489.6k |
0.01% |
Reduced
-1.7k |
-1,699 |
| 89 |
FLAGSTAR SECURITIES, INC
0.15% of their portfolio |
New York, NY |
18,43618.4k
$485.2k |
$485.2k |
0.15% |
Reduced
-5.1k |
-5,108 |
| 90 |
Post Resch Tallon Group Inc.
0.43% of their portfolio |
PITTSFORD, NY |
18,25318.3k
$480.3k |
$480.3k |
0.43% |
Added
+300 |
+300 |
| 91 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
16,98517.0k
$446.9k |
$446.9k |
0.00% |
Reduced
-1.6k |
-1,642 |
| 92 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.01% of their portfolio |
MINNEAPOLIS, MN |
16,58916.6k
$436.5k |
$436.5k |
0.01% |
Unchanged |
|
| 93 |
Ridgewood Investments LLC
0.18% of their portfolio |
SPRINGFIELD, NJ |
16,44716.4k
$432.8k |
$432.8k |
0.18% |
Reduced
-3.0k |
-2,984 |
| 94 |
Southland Equity Partners LLC
0.08% of their portfolio |
WILDWOOD, MO |
15,75215.8k
$414.5k |
$414.5k |
0.08% |
Reduced
-21.1k |
-21,108 |
| 95 |
Vise Technologies, Inc.
0.02% of their portfolio |
NEW YORK, NY |
15,44215.4k
$406.4k |
$406.4k |
0.02% |
Reduced
-3.0k |
-3,028 |
| 96 |
KEYBANK NATIONAL ASSOCIATION/OH
0.00% of their portfolio |
BROOKLYN, OH |
15,23815.2k
$401.0k |
$401.0k |
0.00% |
Added
+1.9k |
+1,862 |
| 97 |
TRANSATLANTIQUE PRIVATE WEALTH LLC
0.13% of their portfolio |
NEW YORK, NY |
15,12215.1k
$397.9k |
$397.9k |
0.13% |
Added
+4.2k |
+4,205 |
| 98 |
Larson Financial Group LLC
0.01% of their portfolio |
ST LOUIS, MO |
14,67914.7k
$386.3k |
$386.3k |
0.01% |
Reduced
-7.5k |
-7,516 |
| 99 |
Fifth Third Securities, Inc.
0.03% of their portfolio |
Cincinnati, OH |
14,00114.0k
$368.4k |
$368.4k |
0.03% |
Reduced
-3.7k |
-3,651 |
| 100 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
13,77513.8k
$362.0k |
$362.0k |
0.00% |
Reduced
-2.5k |
-2,534 |