| 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP
0.34% of their portfolio |
BOSTON, MA |
147,257147.3k
$8.9m |
$8.9m |
0.34% |
Unchanged |
|
| 2 |
Ascent Advisors, LLC
3.83% of their portfolio |
MANKATO, MN |
81,85981.9k
$2.1m |
$2.1m |
3.83% |
New |
|
| 3 |
IMA Advisory Services, Inc.
0.36% of their portfolio |
DENVER, CO |
61,61661.6k
$3.7m |
$3.7m |
0.36% |
Added
+517 |
+517 |
| 4 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
41,70041.7k
$2.5m |
$2.5m |
0.00% |
New |
|
| 5 |
Whitaker-Myers Wealth Managers, LTD.
0.42% of their portfolio |
Mansfield, OH |
34,63334.6k
$2.1m |
$2.1m |
0.42% |
Reduced
-2.9k |
-2,894 |
| 6 |
COMMON FUND FOR NONPROFIT ORGANIZATIONS
0.11% of their portfolio |
NORWALK, CT |
18,51818.5k
$1.1m |
$1.1m |
0.11% |
Unchanged |
|
| 7 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
16,31516.3k
$986.5k |
$986.5k |
0.00% |
New |
|
| 8 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
0.02% of their portfolio |
BOSTON, MA |
15,61515.6k
$944.1k |
$944.1k |
0.02% |
Unchanged |
|
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
13,99614.0k
$846.2k |
$846.2k |
0.00% |
Added
+3.5k |
+3,477 |
| 10 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
13,97914.0k
$845.2k |
$845.2k |
0.00% |
Added
+285 |
+285 |
| 11 |
LexAurum Advisors, LLC
0.11% of their portfolio |
OVERLAND PARK, KS |
13,59513.6k
$822.0k |
$822.0k |
0.11% |
First filing |
|
| 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
13,50313.5k
$816.4k |
$816.4k |
0.00% |
Added
+6.0k |
+6,011 |
| 13 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
13,18313.2k
$797.1k |
$797.1k |
0.00% |
Reduced
-1.8k |
-1,822 |
| 14 |
Analyst IMS Investment Management Services Ltd.
0.02% of their portfolio |
Tel-aviv, L3 |
11,55111.6k
$698.0k |
$698.0k |
0.02% |
Added
+180 |
+180 |
| 15 |
RVW Wealth, LLC
0.04% of their portfolio |
LOS ANGELES, CA |
9,0609.1k
$547.8k |
$547.8k |
0.04% |
Added
+500 |
+500 |
| 16 |
Team Hewins, LLC
0.15% of their portfolio |
FOSTER CITY, CA |
8,2208.2k
$497.0k |
$497.0k |
0.15% |
Unchanged |
|
| 17 |
TD Waterhouse Canada Inc.
0.00% of their portfolio |
TORONTO, A6 |
7,2547.3k
$443.4k |
$443.4k |
0.00% |
Added
+3.9k |
+3,904 |
| 18 |
Ackerman Asset Management, LLC
0.29% of their portfolio |
ROCKVILLE, MD |
6,8016.8k
$411.2k |
$411.2k |
0.29% |
Unchanged |
|
| 19 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
6,4196.4k
$388.1k |
$388.1k |
0.00% |
Added
+1.2k |
+1,153 |
| 20 |
SFMG, LLC
0.03% of their portfolio |
PLANO, TX |
6,2796.3k
$379.6k |
$379.6k |
0.03% |
Unchanged |
|
| 21 |
Pathstone Holdings, LLC
0.00% of their portfolio |
ENGLEWOOD, NJ |
5,8935.9k
$356.3k |
$356.3k |
0.00% |
Unchanged |
|
| 22 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
5,1305.1k
$310.2k |
$310.2k |
0.00% |
Added
+4.8k |
+4,800 |
| 23 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
4,5044.5k
$272.3k |
$272.3k |
0.00% |
Reduced
-24.4k |
-24,358 |
| 24 |
WILLNER & HELLER, LLC
0.19% of their portfolio |
ENCINO, CA |
4,2674.3k
$258.0k |
$258.0k |
0.19% |
Unchanged |
|
| 25 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
4,2494.2k
$256.9k |
$256.9k |
0.00% |
Reduced
-1.3k |
-1,326 |
| 26 |
NCM Capital Management, LLC
0.08% of their portfolio |
RAMSEY, NJ |
3,7503.8k
$226.7k |
$226.7k |
0.08% |
Unchanged |
|
| 27 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
3,1773.2k
$189.1k |
$189.1k |
0.00% |
Added
+488 |
+488 |
| 28 |
Powell Investment Advisors, LLC
0.04% of their portfolio |
MIAMI, FL |
1,7501.8k
$105.8k |
$105.8k |
0.04% |
Unchanged |
|
| 29 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
1,6991.7k
$103.0k |
$103.0k |
0.00% |
Added
+510 |
+510 |
| 30 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
1,6431.6k
$99.3k |
$99.3k |
0.00% |
Reduced
-105 |
-105 |
| 31 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC
0.05% of their portfolio |
GLASTONBURY, CT |
1,3001.3k
$89.8k |
$89.8k |
0.05% |
Unchanged |
|
| 32 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
1,2501.2k
$72.2k |
$72.2k |
0.00% |
Added
+1.0k |
+1,000 |
| 33 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,2071.2k
$74.3k |
$74.3k |
0.00% |
Unchanged |
|
| 34 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,2001.2k
$72.6k |
$72.6k |
0.00% |
Unchanged |
|
| 35 |
GLENMEDE TRUST CO NA
0.00% of their portfolio |
PHILADELPHIA, PA |
750750
$45.3k |
$45.3k |
0.00% |
Unchanged |
|
| 36 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
700700
$42.3k |
$42.3k |
0.00% |
Unchanged |
|
| 37 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
653653
$39.5k |
$39.5k |
0.00% |
Unchanged |
|
| 38 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
271271
$16.4k |
$16.4k |
0.00% |
Added
+107 |
+107 |
| 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
200200
$12.1k |
$12.1k |
0.00% |
Unchanged |
|
| 40 |
EverSource Wealth Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
169169
$10.2k |
$10.2k |
0.00% |
Unchanged |
|
| 41 |
Blue Trust, Inc.
0.00% of their portfolio |
BRENTWOOD, TN |
150150
$9.1k |
$9.1k |
0.00% |
Unchanged |
|
| 42 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
9090
$5.4k |
$5.4k |
0.00% |
Reduced
-300 |
-300 |
| 43 |
VAN ECK ASSOCIATES CORP
0.00% of their portfolio |
NEW YORK, NY |
5858
$4.0k |
$4.0k |
0.00% |
New |
|
| 44 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
BLUE BELL, PA |
4040
$2.4k |
$2.4k |
0.00% |
Unchanged |
|
| 45 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
44
$242 |
$242 |
0.00% |
Unchanged |
|