| 1 |
FLAGSHIP HARBOR ADVISORS, LLC
0.19% of their portfolio |
BOSTON, MA |
33,97734.0k
$5.0m |
$5.0m |
0.19% |
Added
+212 |
+212 |
| 2 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
31,04231.0k
$4.5m |
$4.5m |
0.00% |
Added
+2.9k |
+2,945 |
| 3 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
24,75524.8k
$3.6m |
$3.6m |
0.00% |
New |
|
| 4 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
17,83217.8k
$2.6m |
$2.6m |
0.00% |
Reduced
-1.2k |
-1,241 |
| 5 |
Palisades Hudson Asset Management, L.P.
0.72% of their portfolio |
FORT LAUDERDALE, FL |
14,14314.1k
$2.1m |
$2.1m |
0.72% |
Reduced
-1.2k |
-1,233 |
| 6 |
FLOW TRADERS U.S. LLC
0.08% of their portfolio |
NEW YORK, NY |
12,90112.9k
$1.9m |
$1.9m |
0.08% |
Reduced
-1.1k |
-1,054 |
| 7 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
12,16412.2k
$1.8m |
$1.8m |
0.00% |
Added
+330 |
+330 |
| 8 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
9,4889.5k
$1.4m |
$1.4m |
0.00% |
Added
+2.4k |
+2,371 |
| 9 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
9,4079.4k
$1.4m |
$1.4m |
0.00% |
Unchanged |
|
| 10 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
8,5558.6k
$1.2m |
$1.2m |
0.00% |
Reduced
-1.3k |
-1,284 |
| 11 |
Pathstone Holdings, LLC
0.00% of their portfolio |
ENGLEWOOD, NJ |
8,0838.1k
$1.2m |
$1.2m |
0.00% |
Reduced
-35 |
-35 |
| 12 |
JNBA Financial Advisors
0.08% of their portfolio |
BLOOMINGTON, MN |
7,2247.2k
$1.1m |
$1.1m |
0.08% |
Reduced
-70 |
-70 |
| 13 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
6,8606.9k
$1.0m |
$1.0m |
0.00% |
Reduced
-260 |
-260 |
| 14 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
6,1206.1k
$859.3k |
$859.3k |
0.00% |
Added
+2.0k |
+1,979 |
| 15 |
GTS SECURITIES LLC
0.02% of their portfolio |
NEW YORK, NY |
6,0736.1k
$887.2k |
$887.2k |
0.02% |
Reduced
-2.2k |
-2,242 |
| 16 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
4,8934.9k
$689.7k |
$689.7k |
0.00% |
Unchanged |
|
| 17 |
Federation des caisses Desjardins du Quebec
0.00% of their portfolio |
LEVIS, A8 |
4,7194.7k
$689.4k |
$689.4k |
0.00% |
Unchanged |
|
| 18 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
4,5704.6k
$667.7k |
$667.7k |
0.00% |
Added
+1.9k |
+1,886 |
| 19 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
4,3804.4k
$639.0k |
$639.0k |
0.00% |
Reduced
-356 |
-356 |
| 20 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
3,8963.9k
$569.2k |
$569.2k |
0.00% |
Reduced
-20 |
-20 |
| 21 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
3,5293.5k
$515.6k |
$515.6k |
0.00% |
Added
+1.7k |
+1,692 |
| 22 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
2,9472.9k
$430.5k |
$430.5k |
0.00% |
Reduced
-29 |
-29 |
| 23 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
2,8512.9k
$416.7k |
$416.7k |
0.00% |
Added
+1.5k |
+1,451 |
| 24 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
2,1742.2k
$317.6k |
$317.6k |
0.00% |
Unchanged |
|
| 25 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
1,9562.0k
$285.8k |
$285.8k |
0.02% |
Unchanged |
|
| 26 |
Lakeridge Wealth Management LLC
0.10% of their portfolio |
MENTOR, OH |
1,9251.9k
$281.2k |
$281.2k |
0.10% |
Unchanged |
|
| 27 |
NATIONAL BANK OF CANADA /FI/
0.00% of their portfolio |
MONTREAL, A8 |
1,7211.7k
$251.1k |
$251.1k |
0.00% |
Unchanged |
|
| 28 |
FLPUTNAM INVESTMENT MANAGEMENT CO
0.00% of their portfolio |
PORTLAND, ME |
1,6541.7k
$241.6k |
$241.6k |
0.00% |
Added
+105 |
+105 |
| 29 |
Avior Wealth Management, LLC
0.01% of their portfolio |
OMAHA, NE |
1,6051.6k
$234.5k |
$234.5k |
0.01% |
New |
|
| 30 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
1,5011.5k
$219.4k |
$219.4k |
0.00% |
New |
|
| 31 |
Prism Advisors, Inc.
0.05% of their portfolio |
STUDIO CITY, CA |
1,4451.4k
$211.1k |
$211.1k |
0.05% |
Reduced
-13 |
-13 |
| 32 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
1,0441.0k
$152.5k |
$152.5k |
0.00% |
Unchanged |
|
| 33 |
Atlantic Union Bankshares Corp
0.00% of their portfolio |
GLEN ALLEN, VA |
850850
$124.2k |
$124.2k |
0.00% |
Unchanged |
|
| 34 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
805805
$117.6k |
$117.6k |
0.00% |
Unchanged |
|
| 35 |
First Bancorp, Inc /ME/
0.04% of their portfolio |
DAMARISCOTTA, ME |
683683
$99.8k |
$99.8k |
0.04% |
New |
|
| 36 |
Elevated Capital Advisors, LLC
0.02% of their portfolio |
SANDY, UT |
583583
$85.2k |
$85.2k |
0.02% |
Unchanged |
|
| 37 |
HOWE & RUSLING INC
0.00% of their portfolio |
ROCHESTER, NY |
563563
$82.3k |
$82.3k |
0.00% |
Unchanged |
|
| 38 |
Hamrick Investment Counsel, llc
0.05% of their portfolio |
SEATTLE, WA |
555555
$81.1k |
$81.1k |
0.05% |
Reduced
-75 |
-75 |
| 39 |
BEACON INVESTMENT ADVISORY SERVICES, INC.
0.00% of their portfolio |
MORRISTOWN, NJ |
465465
$67.9k |
$67.9k |
0.00% |
Unchanged |
|
| 40 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
450450
$65.7k |
$65.7k |
0.00% |
Reduced
-152 |
-152 |
| 41 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
366366
$53.4k |
$53.4k |
0.00% |
Unchanged |
|
| 42 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
365365
$53.3k |
$53.3k |
0.00% |
Unchanged |
|
| 43 |
BLAIR WILLIAM & CO/IL
0.00% of their portfolio |
CHICAGO, IL |
339339
$49.6k |
$49.6k |
0.00% |
Unchanged |
|
| 44 |
Westfuller Advisors, LLC
0.01% of their portfolio |
New York, NY |
212212
$31.0k |
$31.0k |
0.01% |
Unchanged |
|
| 45 |
PRIVATE TRUST CO NA
0.00% of their portfolio |
CLEVELAND, OH |
178178
$26.0k |
$26.0k |
0.00% |
Unchanged |
|
| 46 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
166166
$24.3k |
$24.3k |
0.00% |
Unchanged |
|
| 47 |
Pioneer Family Office, LLC
0.01% of their portfolio |
NORTH MIAMI BEACH, FL |
145145
$21.2k |
$21.2k |
0.01% |
Unchanged |
|
| 48 |
Wilmington Savings Fund Society, FSB
0.00% of their portfolio |
WILMINGTON, DE |
110110
$16.1k |
$16.1k |
0.00% |
Unchanged |
|
| 49 |
McMillan Office, Inc.
0.00% of their portfolio |
ST. CLAIR SHORES, MI |
105105
$15.3k |
$15.3k |
0.00% |
Unchanged |
|
| 50 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
100100
$14.6k |
$14.6k |
0.00% |
Unchanged |
|
| 51 |
Parallel Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
100100
$14.6k |
$14.6k |
0.00% |
Unchanged |
|
| 52 |
Community Financial Services Group, LLC
0.00% of their portfolio |
NEWPORT, VT |
8585
$12.3k |
$12.3k |
0.00% |
Unchanged |
|
| 53 |
LifeSteps Financial, Inc.
0.01% of their portfolio |
CLAREMONT, CA |
8080
$11.7k |
$11.7k |
0.01% |
New |
|
| 54 |
Kiker Wealth Management, LLC
0.00% of their portfolio |
JASPER, GA |
5252
$7.6k |
$7.6k |
0.00% |
Unchanged |
|
| 55 |
Activest Wealth Management
0.00% of their portfolio |
AVENTURA, FL |
1616
$2.3k |
$2.3k |
0.00% |
Unchanged |
|
| 56 |
Strive Financial Group ,LLC
0.00% of their portfolio |
CARMEL, IN |
1414
$2.0k |
$2.0k |
0.00% |
Unchanged |
|
| 57 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
1212
$1.8k |
$1.8k |
0.00% |
Added
+10 |
+10 |
| 58 |
Founders Financial Alliance, LLC
0.00% of their portfolio |
RALEIGH, NC |
1212
$1.8k |
$1.8k |
0.00% |
Unchanged |
|
| 59 |
HOLLENCREST CAPITAL MANAGEMENT
0.00% of their portfolio |
NEWPORT BEACH, CA |
88
$1.2k |
$1.2k |
0.00% |
Unchanged |
|
| 60 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
44
$578 |
$578 |
0.00% |
Unchanged |
|