| 1 |
JPMORGAN CHASE & CO
0.06% of their portfolio |
NEW YORK, NY |
2,269,7142.3m
$900.0m |
$900.0m |
0.06% |
Reduced
-77.8k |
-77,762 |
| 2 |
Proficio Capital Partners LLC
0.18% of their portfolio |
NEWTON, MA |
1,963,3382.0m
$2.9m |
$2.9m |
0.18% |
New |
|
| 3 |
PFG Advisors
7.12% of their portfolio |
Phoenix, AZ |
1,750,5771.8m
$154.1m |
$154.1m |
7.12% |
Added
+1.7m |
+1,747,423 |
| 4 |
MORGAN STANLEY
0.02% of their portfolio |
NEW YORK, NY |
766,213766.2k
$303.8m |
$303.8m |
0.02% |
Added
+14.9k |
+14,923 |
| 5 |
BANK OF AMERICA CORP /DE/
0.02% of their portfolio |
CHARLOTTE, NC |
592,989593.0k
$235.1m |
$235.1m |
0.02% |
Added
+21.6k |
+21,631 |
| 6 |
UBS Group AG
0.05% of their portfolio |
ZURICH, V8 |
588,312588.3k
$233.3m |
$233.3m |
0.05% |
Added
+38.7k |
+38,677 |
| 7 |
LPL Financial LLC
0.07% of their portfolio |
FORT MILL, SC |
517,669517.7k
$205.3m |
$205.3m |
0.07% |
Added
+22.6k |
+22,639 |
| 8 |
ENVESTNET ASSET MANAGEMENT INC
0.04% of their portfolio |
Berwyn, PA |
322,080322.1k
$127.7m |
$127.7m |
0.04% |
Added
+30.5k |
+30,548 |
| 9 |
AMERIPRISE FINANCIAL INC
0.03% of their portfolio |
MINNEAPOLIS, MN |
305,873305.9k
$122.0m |
$122.0m |
0.03% |
Reduced
-44.9k |
-44,934 |
| 10 |
Corient Private Wealth LP
0.13% of their portfolio |
MIAMI, FL |
244,591244.6k
$97.0m |
$97.0m |
0.13% |
Added
+5.7k |
+5,747 |
| 11 |
TD PRIVATE CLIENT WEALTH LLC
2.01% of their portfolio |
NEW YORK, NY |
206,087206.1k
$81.7m |
$81.7m |
2.01% |
Added
+23.1k |
+23,051 |
| 12 |
TWO SIGMA INVESTMENTS, LP
0.14% of their portfolio |
NEW YORK, NY |
200,200200.2k
$79.4m |
$79.4m |
0.14% |
Added
+153.9k |
+153,900 |
| 13 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
196,190196.2k
$77.8m |
$77.8m |
0.02% |
Added
+25.3k |
+25,274 |
| 14 |
Stenger Family Office, LLC
3.26% of their portfolio |
Naperville, IL |
192,781192.8k
$12.6m |
$12.6m |
3.26% |
First filing |
|
| 15 |
OSAIC HOLDINGS, INC.
0.13% of their portfolio |
SCOTTSDALE, AZ |
188,768188.8k
$75.0m |
$75.0m |
0.13% |
Added
+24.8k |
+24,782 |
| 16 |
Arista Wealth Management, LLC
9.73% of their portfolio |
Las Vegas, NV |
177,341177.3k
$70.3m |
$70.3m |
9.73% |
Added
+90 |
+90 |
| 17 |
Mariner, LLC
0.09% of their portfolio |
Overland Park, KS |
160,277160.3k
$63.6m |
$63.6m |
0.09% |
Added
+1.9k |
+1,893 |
| 18 |
ROYAL BANK OF CANADA
0.01% of their portfolio |
TORONTO, A6 |
147,340147.3k
$58.4m |
$58.4m |
0.01% |
Added
+72.6k |
+72,581 |
| 19 |
Focus Partners Wealth
0.12% of their portfolio |
ST LOUIS, MO |
136,862136.9k
$54.3m |
$54.3m |
0.12% |
Added
+10.6k |
+10,597 |
| 20 |
Joel Isaacson & Co., LLC
2.14% of their portfolio |
NEW YORK, NY |
132,618132.6k
$52.6m |
$52.6m |
2.14% |
Added
+9.7k |
+9,744 |
| 21 |
RAYMOND JAMES FINANCIAL INC
0.02% of their portfolio |
ST. PETERSBURG, FL |
124,782124.8k
$49.5m |
$49.5m |
0.02% |
Added
+15.0k |
+14,968 |
| 22 |
Shakespeare Wealth Management, LLC
11.28% of their portfolio |
Pewaukee, WI |
106,652106.7k
$42.3m |
$42.3m |
11.28% |
Added
+2.7k |
+2,738 |
| 23 |
Cerity Partners LLC
0.07% of their portfolio |
NEW YORK, NY |
104,876104.9k
$41.6m |
$41.6m |
0.07% |
Added
+99.0k |
+99,012 |
| 24 |
Cambridge Investment Research Advisors, Inc.
0.11% of their portfolio |
FAIRFIELD, IA |
94,04294.0k
$37.3m |
$37.3m |
0.11% |
Added
+6.2k |
+6,169 |
| 25 |
HighTower Advisors, LLC
0.05% of their portfolio |
CHICAGO, IL |
93,10293.1k
$36.9m |
$36.9m |
0.05% |
Reduced
-2.3k |
-2,313 |
| 26 |
PETREDIS INVESTMENT ADVISORS LLC
3.22% of their portfolio |
WARRENDALE, PA |
92,64392.6k
$36.7m |
$36.7m |
3.22% |
Added
+3.7k |
+3,710 |
| 27 |
Equitable Holdings, Inc.
0.30% of their portfolio |
NEW YORK, NY |
92,24792.2k
$36.6m |
$36.6m |
0.30% |
Added
+6.8k |
+6,840 |
| 28 |
Essex Financial Services, Inc.
2.34% of their portfolio |
ESSEX, CT |
90,08790.1k
$35.7m |
$35.7m |
2.34% |
Reduced
-384 |
-384 |
| 29 |
Iron Horse Wealth Management, LLC
10.04% of their portfolio |
JOHSTON, IA |
85,81185.8k
$34.0m |
$34.0m |
10.04% |
Added
+1.4k |
+1,377 |
| 30 |
Kropog Financial Group, LLC
27.05% of their portfolio |
MANDEVILLE, LA |
77,99378.0k
$30.9m |
$30.9m |
27.05% |
Reduced
-272 |
-272 |
| 31 |
COMMONWEALTH EQUITY SERVICES, LLC
0.04% of their portfolio |
WALTHAM, MA |
72,22372.2k
$28.6m |
$28.6m |
0.04% |
Reduced
-2.0k |
-2,023 |
| 32 |
Private Advisor Group, LLC
0.15% of their portfolio |
MORRISTOWN, NJ |
71,11271.1k
$28.2m |
$28.2m |
0.15% |
Added
+3.8k |
+3,788 |
| 33 |
Kestra Advisory Services, LLC
0.13% of their portfolio |
AUSTIN, TX |
68,69868.7k
$27.2m |
$27.2m |
0.13% |
Added
+7.3k |
+7,263 |
| 34 |
Connecticut Wealth Management, LLC
1.24% of their portfolio |
FARMINGTON, CT |
65,58165.6k
$26.0m |
$26.0m |
1.24% |
Reduced
-178 |
-178 |
| 35 |
Cornerstone Advisory, LLC
2.66% of their portfolio |
HUNT VALLEY, MD |
62,58062.6k
$24.8m |
$24.8m |
2.66% |
Added
+860 |
+860 |
| 36 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
60,53960.5k
$24.0m |
$24.0m |
0.00% |
Reduced
-9.6k |
-9,583 |
| 37 |
TRUIST FINANCIAL CORP
0.03% of their portfolio |
CHARLOTTE, NC |
55,64255.6k
$22.1m |
$22.1m |
0.03% |
Added
+10.7k |
+10,714 |
| 38 |
Principle Wealth Partners LLC
1.37% of their portfolio |
MADISON, CT |
55,48355.5k
$22.0m |
$22.0m |
1.37% |
Added
+1.7k |
+1,668 |
| 39 |
Wheelhouse Advisory Group LLC
10.76% of their portfolio |
ST. LOUIS, MO |
55,03555.0k
$21.8m |
$21.8m |
10.76% |
Added
+3.9k |
+3,854 |
| 40 |
Janney Montgomery Scott LLC
0.06% of their portfolio |
PHILADELPHIA, PA |
54,10054.1k
$21.5m |
$21.5m |
0.06% |
Reduced
-305 |
-305 |
| 41 |
Merit Financial Group, LLC
0.24% of their portfolio |
ALPHARETTA, GA |
53,66253.7k
$21.3m |
$21.3m |
0.24% |
Added
+9 |
+9 |
| 42 |
Cetera Investment Advisers
0.04% of their portfolio |
SCHAUMBURG, IL |
52,61952.6k
$20.9m |
$20.9m |
0.04% |
Reduced
-891 |
-891 |
| 43 |
Stordahl Capital Management, Inc.
4.02% of their portfolio |
GREENWOOD VILLAGE, CO |
45,58945.6k
$18.1m |
$18.1m |
4.02% |
Reduced
-2.9k |
-2,926 |
| 44 |
ArchPoint Investors
5.29% of their portfolio |
CORAL GABLES, FL |
45,41545.4k
$18.0m |
$18.0m |
5.29% |
Unchanged |
|
| 45 |
Quantinno Capital Management LP
0.08% of their portfolio |
NEW YORK, NY |
44,53244.5k
$17.7m |
$17.7m |
0.08% |
Added
+16.9k |
+16,922 |
| 46 |
Larson Financial Group LLC
0.67% of their portfolio |
ST LOUIS, MO |
41,94741.9k
$16.6m |
$16.6m |
0.67% |
Reduced
-1.2k |
-1,163 |
| 47 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
40,88640.9k
$16.2m |
$16.2m |
0.01% |
Added
+2.8k |
+2,757 |
| 48 |
Keystone Financial Services, LLC
12.03% of their portfolio |
OMAHA, NE |
39,93239.9k
$15.8m |
$15.8m |
12.03% |
Added
+762 |
+762 |
| 49 |
RFG Holdings, Inc.
4.44% of their portfolio |
Argyle, TX |
38,66838.7k
$15.3m |
$15.3m |
4.44% |
Added
+830 |
+830 |
| 50 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
37,42637.4k
$14.8m |
$14.8m |
0.02% |
Added
+17.7k |
+17,696 |
| 51 |
PARK AVENUE SECURITIES LLC
0.13% of their portfolio |
NEW YORK, NY |
36,12036.1k
$14.3m |
$14.3m |
0.13% |
Added
+9.6k |
+9,607 |
| 52 |
Composition Wealth, LLC
0.24% of their portfolio |
LOS ANGELES, CA |
35,42435.4k
$14.0m |
$14.0m |
0.24% |
Reduced
-128 |
-128 |
| 53 |
Cerro Pacific Wealth Advisors LLC
3.73% of their portfolio |
San Luis Obispo, CA |
33,89833.9k
$13.4m |
$13.4m |
3.73% |
Added
+7.9k |
+7,862 |
| 54 |
PRUDENTIAL FINANCIAL INC
0.02% of their portfolio |
NEWARK, NJ |
33,70033.7k
$12.6m |
$12.6m |
0.02% |
New |
|
| 55 |
JONES FINANCIAL COMPANIES LLLP
0.01% of their portfolio |
DES PERES, MO |
33,57333.6k
$13.3m |
$13.3m |
0.01% |
Added
+7.9k |
+7,856 |
| 56 |
Fifth Third Securities, Inc.
0.99% of their portfolio |
Cincinnati, OH |
33,33733.3k
$13.2m |
$13.2m |
0.99% |
Added
+2.6k |
+2,579 |
| 57 |
Graves Light Lenhart Wealth, Inc.
1.55% of their portfolio |
HARRISONBURG, VA |
32,79032.8k
$13.0m |
$13.0m |
1.55% |
Added
+1.1k |
+1,104 |
| 58 |
Relyea Zuckerberg Hanson LLC
1.52% of their portfolio |
STAMFORD, CT |
32,60532.6k
$12.9m |
$12.9m |
1.52% |
Reduced
-940 |
-940 |
| 59 |
MML INVESTORS SERVICES, LLC
0.04% of their portfolio |
SPRINGFIELD, MA |
32,03832.0k
$12.7m |
$12.7m |
0.04% |
Added
+3.0k |
+2,963 |
| 60 |
Betterment LLC
0.03% of their portfolio |
NEW YORK, NY |
30,48230.5k
$12.1m |
$12.1m |
0.03% |
Reduced
-2.5k |
-2,463 |
| 61 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02% of their portfolio |
PLYMOUTH, MN |
28,64928.6k
$11.5m |
$11.5m |
0.02% |
Reduced
-908 |
-908 |
| 62 |
STIFEL FINANCIAL CORP
0.01% of their portfolio |
ST. LOUIS, MO |
26,91926.9k
$10.7m |
$10.7m |
0.01% |
Added
+4.6k |
+4,625 |
| 63 |
J.W. COLE ADVISORS, INC.
0.22% of their portfolio |
TAMPA, FL |
26,40926.4k
$10.5m |
$10.5m |
0.22% |
Added
+2.9k |
+2,908 |
| 64 |
CITIZENS FINANCIAL GROUP INC/RI
0.17% of their portfolio |
PROVIDENCE, RI |
25,94325.9k
$10.3m |
$10.3m |
0.17% |
Added
+12.2k |
+12,168 |
| 65 |
Gotham Asset Management, LLC
0.06% of their portfolio |
NEW YORK, NY |
25,17525.2k
$10.0m |
$10.0m |
0.06% |
Added
+20.0k |
+20,038 |
| 66 |
Strategies Wealth Advisors, LLC
0.96% of their portfolio |
GRAND RAPIDS, MI |
22,05722.1k
$8.7m |
$8.7m |
0.96% |
Reduced
-53 |
-53 |
| 67 |
Magnus Financial Group LLC
0.76% of their portfolio |
NEW YORK, NY |
21,75121.8k
$8.6m |
$8.6m |
0.76% |
Reduced
-28 |
-28 |
| 68 |
Mutual Advisors, LLC
0.22% of their portfolio |
OMAHA, NE |
21,59521.6k
$8.9m |
$8.9m |
0.22% |
Reduced
-2.0k |
-2,025 |
| 69 |
AA Financial Advisors, LLC
1.82% of their portfolio |
Columbus, OH |
21,30321.3k
$8.4m |
$8.4m |
1.82% |
New |
|
| 70 |
Savant Capital, LLC
0.06% of their portfolio |
ROCKFORD, IL |
20,94920.9k
$8.3m |
$8.3m |
0.06% |
Reduced
-356 |
-356 |
| 71 |
Apella Capital, LLC
0.22% of their portfolio |
WEST HARTFORD, CT |
20,30420.3k
$8.1m |
$8.1m |
0.22% |
New |
|
| 72 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
19,95220.0k
$7.9m |
$7.9m |
0.00% |
Added
+431 |
+431 |
| 73 |
Cooper Financial Group
0.92% of their portfolio |
IRVINE, CA |
19,81919.8k
$7.9m |
$7.9m |
0.92% |
Added
+3 |
+3 |
| 74 |
COZAD ASSET MANAGEMENT INC
0.68% of their portfolio |
CHAMPAIGN, IL |
19,71319.7k
$7.8m |
$7.8m |
0.68% |
Unchanged |
|
| 75 |
Sanctuary Advisors, LLC
0.05% of their portfolio |
INDIANAPOLIS, IN |
19,48619.5k
$7.7m |
$7.7m |
0.05% |
Reduced
-857 |
-857 |
| 76 |
Creative Planning
0.01% of their portfolio |
OVERLAND PARK, KS |
18,73718.7k
$7.4m |
$7.4m |
0.01% |
Added
+2.3k |
+2,288 |
| 77 |
Ethos Financial Group, LLC
0.64% of their portfolio |
KING OF PRUSSIA, PA |
18,72618.7k
$7.4m |
$7.4m |
0.64% |
New |
|
| 78 |
COMPASS CAPITAL CORP /MA/ /ADV
2.83% of their portfolio |
BRAINTREE, MA |
17,96618.0k
$6.0m |
$6.0m |
2.83% |
Unchanged |
|
| 79 |
US BANCORP \DE\
0.01% of their portfolio |
MINNEAPOLIS, MN |
17,29217.3k
$6.9m |
$6.9m |
0.01% |
Added
+263 |
+263 |
| 80 |
Atria Wealth Solutions, Inc.
0.15% of their portfolio |
NEW YORK, NY |
16,50616.5k
$6.6m |
$6.6m |
0.15% |
Added
+321 |
+321 |
| 81 |
NewEdge Advisors, LLC
0.03% of their portfolio |
NEW ORLEANS, LA |
16,49016.5k
$6.5m |
$6.5m |
0.03% |
Added
+906 |
+906 |
| 82 |
Wealthspire Advisors, LLC
0.04% of their portfolio |
NEW YORK, NY |
16,41816.4k
$6.5m |
$6.5m |
0.04% |
Reduced
-3.3k |
-3,338 |
| 83 |
OneDigital Investment Advisors LLC
0.07% of their portfolio |
OVERLAND PARK, KS |
15,50415.5k
$6.1m |
$6.1m |
0.07% |
Reduced
-79 |
-79 |
| 84 |
CONNING INC.
0.21% of their portfolio |
HARTFORD, CT |
15,35915.4k
$6.1m |
$6.1m |
0.21% |
New |
|
| 85 |
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.76% of their portfolio |
ST. LOUIS, MO |
14,96915.0k
$5.9m |
$5.9m |
0.76% |
Reduced
-564 |
-564 |
| 86 |
Keystone Financial Group
0.53% of their portfolio |
LEXINGTON, KY |
14,88214.9k
$5.9m |
$5.9m |
0.53% |
Added
+575 |
+575 |
| 87 |
INVICTUS PRIVATE WEALTH, LLC
0.39% of their portfolio |
Denver, CO |
14,52114.5k
$5.8m |
$5.8m |
0.39% |
Reduced
-195 |
-195 |
| 88 |
SIGNET FINANCIAL MANAGEMENT, LLC
0.72% of their portfolio |
PARSIPPANY, NJ |
14,47814.5k
$5.7m |
$5.7m |
0.72% |
Reduced
-299 |
-299 |
| 89 |
GM Advisory Group, LLC
0.28% of their portfolio |
MELVILLE, NY |
14,03914.0k
$5.6m |
$5.6m |
0.28% |
Added
+116 |
+116 |
| 90 |
Atria Investments, Inc
0.07% of their portfolio |
Charlotte, NC |
13,99614.0k
$5.5m |
$5.5m |
0.07% |
Reduced
-2.0k |
-2,012 |
| 91 |
Virtue Capital Management, LLC
1.01% of their portfolio |
BRENTWOOD, TN |
13,90213.9k
$5.5m |
$5.5m |
1.01% |
Reduced
-3.1k |
-3,119 |
| 92 |
Brookstone Capital Management
0.07% of their portfolio |
WHEATON, IL |
13,19813.2k
$5.2m |
$5.2m |
0.07% |
Added
+1.5k |
+1,484 |
| 93 |
COMERICA BANK
0.02% of their portfolio |
DALLAS, TX |
12,70312.7k
$5.0m |
$5.0m |
0.02% |
Reduced
-347 |
-347 |
| 94 |
Armor Investment Advisors, LLC
1.88% of their portfolio |
RALEIGH, NC |
12,57012.6k
$5.0m |
$5.0m |
1.88% |
Unchanged |
|
| 95 |
Anson Capital, Inc.
3.91% of their portfolio |
TYRONE, GA |
12,22912.2k
$4.8m |
$4.8m |
3.91% |
Reduced
-480 |
-480 |
| 96 |
Northstar Financial Companies, Inc.
4.95% of their portfolio |
CONSHOHOCKEN, PA |
11,99612.0k
$4.8m |
$4.8m |
4.95% |
Added
+346 |
+346 |
| 97 |
NORTHERN TRUST CORP
0.00% of their portfolio |
CHICAGO, IL |
11,99012.0k
$4.8m |
$4.8m |
0.00% |
Added
+3.8k |
+3,803 |
| 98 |
LAZARD ASSET MANAGEMENT LLC
0.01% of their portfolio |
NEW YORK, NY |
11,93711.9k
$4.7m |
$4.7m |
0.01% |
Reduced
-2.9k |
-2,864 |
| 99 |
Graypoint LLC
0.26% of their portfolio |
Albany, NY |
11,84811.8k
$4.7m |
$4.7m |
0.26% |
Reduced
-26.3k |
-26,335 |
| 100 |
Sigma Planning Corp
0.14% of their portfolio |
ANN ARBOR, MI |
11,66811.7k
$4.6m |
$4.6m |
0.14% |
Reduced
-1.3k |
-1,306 |