| 1 |
JPMORGAN CHASE & CO
0.06% of their portfolio |
NEW YORK, NY |
13,235,44613.2m
$1.1bn |
$1.1bn |
0.06% |
Added
+185.9k |
+185,884 |
| 2 |
MORGAN STANLEY
0.02% of their portfolio |
NEW YORK, NY |
5,236,8375.2m
$432.7m |
$432.7m |
0.02% |
Reduced
-105.6k |
-105,563 |
| 3 |
BANK OF AMERICA CORP /DE/
0.02% of their portfolio |
CHARLOTTE, NC |
4,643,5404.6m
$383.6m |
$383.6m |
0.02% |
Added
+708.2k |
+708,182 |
| 4 |
UBS Group AG
0.05% of their portfolio |
ZURICH, V8 |
3,753,5683.8m
$310.1m |
$310.1m |
0.05% |
Added
+19.7k |
+19,744 |
| 5 |
LPL Financial LLC
0.06% of their portfolio |
FORT MILL, SC |
3,295,3103.3m
$272.3m |
$272.3m |
0.06% |
Reduced
-145.8k |
-145,780 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.05% of their portfolio |
Berwyn, PA |
2,593,4252.6m
$214.3m |
$214.3m |
0.05% |
Added
+177.4k |
+177,381 |
| 7 |
AMERIPRISE FINANCIAL INC
0.03% of their portfolio |
MINNEAPOLIS, MN |
1,888,7631.9m
$156.3m |
$156.3m |
0.03% |
Added
+12.2k |
+12,191 |
| 8 |
TD PRIVATE CLIENT WEALTH LLC
2.60% of their portfolio |
NEW YORK, NY |
1,715,0871.7m
$141.7m |
$141.7m |
2.60% |
Added
+113.2k |
+113,225 |
| 9 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
1,632,6401.6m
$134.9m |
$134.9m |
0.02% |
Added
+496.9k |
+496,918 |
| 10 |
RAYMOND JAMES FINANCIAL INC
0.03% of their portfolio |
ST. PETERSBURG, FL |
1,446,4811.4m
$119.5m |
$119.5m |
0.03% |
Added
+42.3k |
+42,307 |
| 11 |
OSAIC HOLDINGS, INC.
0.11% of their portfolio |
SCOTTSDALE, AZ |
1,174,2831.2m
$97.1m |
$97.1m |
0.11% |
Added
+52.0k |
+52,037 |
| 12 |
Corient Private Wealth LP
0.12% of their portfolio |
MIAMI, FL |
1,080,8731.1m
$89.3m |
$89.3m |
0.12% |
Reduced
-199.2k |
-199,239 |
| 13 |
Arista Wealth Management, LLC
9.40% of their portfolio |
Las Vegas, NV |
1,054,6031.1m
$87.1m |
$87.1m |
9.40% |
Reduced
-25.2k |
-25,187 |
| 14 |
Joel Isaacson & Co., LLC
2.17% of their portfolio |
NEW YORK, NY |
908,664908.7k
$75.1m |
$75.1m |
2.17% |
Added
+10.9k |
+10,926 |
| 15 |
Cambridge Investment Research Advisors, Inc.
0.08% of their portfolio |
FAIRFIELD, IA |
903,345903.3k
$74.6m |
$74.6m |
0.08% |
Added
+433.3k |
+433,263 |
| 16 |
Focus Partners Wealth
0.07% of their portfolio |
ST LOUIS, MO |
884,646884.6k
$73.1m |
$73.1m |
0.07% |
Reduced
-191.4k |
-191,412 |
| 17 |
Equitable Holdings, Inc.
0.43% of their portfolio |
NEW YORK, NY |
876,607876.6k
$72.4m |
$72.4m |
0.43% |
Added
+171.0k |
+170,995 |
| 18 |
Shakespeare Wealth Management, LLC
18.36% of their portfolio |
Pewaukee, WI |
839,154839.2k
$69.3m |
$69.3m |
18.36% |
Added
+195.2k |
+195,222 |
| 19 |
Private Advisor Group, LLC
0.31% of their portfolio |
MORRISTOWN, NJ |
832,385832.4k
$68.8m |
$68.8m |
0.31% |
Added
+381.6k |
+381,617 |
| 20 |
Cerity Partners LLC
0.07% of their portfolio |
NEW YORK, NY |
711,922711.9k
$58.8m |
$58.8m |
0.07% |
Added
+16.4k |
+16,438 |
| 21 |
Mariner, LLC
0.05% of their portfolio |
Overland Park, KS |
620,540620.5k
$51.3m |
$51.3m |
0.05% |
Reduced
-379.4k |
-379,360 |
| 22 |
PETREDIS INVESTMENT ADVISORS LLC
3.14% of their portfolio |
WARRENDALE, PA |
564,186564.2k
$46.6m |
$46.6m |
3.14% |
Added
+3.1k |
+3,084 |
| 23 |
HighTower Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
562,721562.7k
$46.5m |
$46.5m |
0.04% |
Added
+6.0k |
+6,017 |
| 24 |
Essex Financial Services, Inc.
2.20% of their portfolio |
ESSEX, CT |
534,985535.0k
$44.2m |
$44.2m |
2.20% |
Reduced
-2.4k |
-2,357 |
| 25 |
Principle Wealth Partners LLC
2.10% of their portfolio |
MADISON, CT |
515,413515.4k
$42.6m |
$42.6m |
2.10% |
Added
+138.3k |
+138,343 |
| 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02% of their portfolio |
MILWAUKEE, WI |
492,640492.6k
$40.7m |
$40.7m |
0.02% |
Added
+168.8k |
+168,808 |
| 27 |
Cetera Investment Advisers
0.03% of their portfolio |
SCHAUMBURG, IL |
458,376458.4k
$37.9m |
$37.9m |
0.03% |
Added
+15.0k |
+14,976 |
| 28 |
JONES FINANCIAL COMPANIES LLLP
0.01% of their portfolio |
DES PERES, MO |
455,097455.1k
$36.3m |
$36.3m |
0.01% |
Added
+71.8k |
+71,835 |
| 29 |
Apella Capital, LLC
0.51% of their portfolio |
WEST HARTFORD, CT |
445,787445.8k
$36.4m |
$36.4m |
0.51% |
Reduced
-29.1k |
-29,143 |
| 30 |
ROYAL BANK OF CANADA
0.01% of their portfolio |
TORONTO, A6 |
439,091439.1k
$36.3m |
$36.3m |
0.01% |
Reduced
-2.4k |
-2,395 |
| 31 |
Wheelhouse Advisory Group LLC
8.94% of their portfolio |
ST. LOUIS, MO |
383,497383.5k
$31.7m |
$31.7m |
8.94% |
Added
+7.7k |
+7,663 |
| 32 |
Kropog Financial Group, LLC
21.83% of their portfolio |
MANDEVILLE, LA |
374,994375.0k
$31.0m |
$31.0m |
21.83% |
Added
+4.2k |
+4,164 |
| 33 |
Merit Financial Group, LLC
0.19% of their portfolio |
ALPHARETTA, GA |
369,250369.2k
$30.5m |
$30.5m |
0.19% |
Reduced
-7.7k |
-7,664 |
| 34 |
Connecticut Wealth Management, LLC
1.12% of their portfolio |
FARMINGTON, CT |
365,063365.1k
$30.2m |
$30.2m |
1.12% |
Reduced
-2.0k |
-1,957 |
| 35 |
Kestra Advisory Services, LLC
0.10% of their portfolio |
AUSTIN, TX |
363,150363.1k
$30.0m |
$30.0m |
0.10% |
Added
+37.8k |
+37,782 |
| 36 |
Cornerstone Advisory, LLC
2.46% of their portfolio |
HUNT VALLEY, MD |
358,268358.3k
$29.6m |
$29.6m |
2.46% |
Reduced
-3.1k |
-3,118 |
| 37 |
Modern Wealth Management, LLC
0.34% of their portfolio |
KANSAS CITY, MO |
347,334347.3k
$28.7m |
$28.7m |
0.34% |
Added
+327.6k |
+327,564 |
| 38 |
Janney Montgomery Scott LLC
0.05% of their portfolio |
PHILADELPHIA, PA |
315,822315.8k
$26.1m |
$26.1m |
0.05% |
Added
+900 |
+900 |
| 39 |
Steffes Financial, Ltd.
11.25% of their portfolio |
OVERLAND PARK, KS |
315,325315.3k
$26.1m |
$26.1m |
11.25% |
Added
+6.9k |
+6,853 |
| 40 |
COMMONWEALTH EQUITY SERVICES, LLC
0.03% of their portfolio |
WALTHAM, MA |
310,959311.0k
$25.7m |
$25.7m |
0.03% |
Reduced
-4.1k |
-4,083 |
| 41 |
TRUIST FINANCIAL CORP
0.03% of their portfolio |
CHARLOTTE, NC |
307,148307.1k
$25.4m |
$25.4m |
0.03% |
Added
+3.0k |
+2,996 |
| 42 |
Quantinno Capital Management LP
0.03% of their portfolio |
NEW YORK, NY |
299,972300.0k
$24.8m |
$24.8m |
0.03% |
Added
+11.4k |
+11,378 |
| 43 |
Cerro Pacific Wealth Advisors LLC
5.37% of their portfolio |
San Luis Obispo, CA |
287,480287.5k
$23.8m |
$23.8m |
5.37% |
Added
+15.2k |
+15,224 |
| 44 |
MML INVESTORS SERVICES, LLC
0.05% of their portfolio |
SPRINGFIELD, MA |
284,264284.3k
$23.5m |
$23.5m |
0.05% |
Added
+53.5k |
+53,474 |
| 45 |
Curry Webb Wealth Management LLC
9.70% of their portfolio |
INDIANAPOLIS, IN |
283,598283.6k
$23.4m |
$23.4m |
9.70% |
Added
+4.9k |
+4,868 |
| 46 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
282,925282.9k
$23.4m |
$23.4m |
0.00% |
Added
+18.1k |
+18,115 |
| 47 |
Composition Wealth, LLC
0.27% of their portfolio |
LOS ANGELES, CA |
275,764275.8k
$22.8m |
$22.8m |
0.27% |
Reduced
-470 |
-470 |
| 48 |
Sanctuary Advisors, LLC
0.11% of their portfolio |
INDIANAPOLIS, IN |
275,423275.4k
$22.8m |
$22.8m |
0.11% |
Added
+182.3k |
+182,333 |
| 49 |
Rockefeller Capital Management L.P.
0.03% of their portfolio |
NEW YORK, NY |
275,067275.1k
$22.7m |
$22.7m |
0.03% |
Added
+70.9k |
+70,863 |
| 50 |
ArchPoint Investors
4.76% of their portfolio |
CORAL GABLES, FL |
272,490272.5k
$22.5m |
$22.5m |
4.76% |
Unchanged |
|
| 51 |
Gotham Asset Management, LLC
0.05% of their portfolio |
NEW YORK, NY |
270,459270.5k
$22.3m |
$22.3m |
0.05% |
Added
+8.3k |
+8,271 |
| 52 |
AQR CAPITAL MANAGEMENT LLC
0.01% of their portfolio |
Greenwich, CT |
261,936261.9k
$21.6m |
$21.6m |
0.01% |
Added
+59.6k |
+59,634 |
| 53 |
Graves Light Lenhart Wealth, Inc.
2.00% of their portfolio |
HARRISONBURG, VA |
258,813258.8k
$21.4m |
$21.4m |
2.00% |
Added
+33.2k |
+33,225 |
| 54 |
Stordahl Capital Management, Inc.
3.78% of their portfolio |
GREENWOOD VILLAGE, CO |
249,986250.0k
$20.7m |
$20.7m |
3.78% |
Reduced
-4.6k |
-4,552 |
| 55 |
FIL Ltd
0.01% of their portfolio |
HAMILTON, D0 |
241,531241.5k
$20.0m |
$20.0m |
0.01% |
Reduced
-126.8k |
-126,821 |
| 56 |
Keystone Financial Services, LLC
11.67% of their portfolio |
OMAHA, NE |
235,173235.2k
$19.4m |
$19.4m |
11.67% |
Reduced
-6.3k |
-6,339 |
| 57 |
Summit Financial, LLC
0.21% of their portfolio |
PARSIPPANY, NJ |
231,192231.2k
$19.1m |
$19.1m |
0.21% |
Reduced
-6.8k |
-6,822 |
| 58 |
Larson Financial Group LLC
0.50% of their portfolio |
ST LOUIS, MO |
229,992230.0k
$19.0m |
$19.0m |
0.50% |
Reduced
-4.9k |
-4,932 |
| 59 |
ENTRUST FINANCIAL LLC
11.73% of their portfolio |
WAYNE, PA |
218,895218.9k
$18.1m |
$18.1m |
11.73% |
Reduced
-3.7k |
-3,651 |
| 60 |
Betterment LLC
0.03% of their portfolio |
NEW YORK, NY |
204,219204.2k
$16.9m |
$16.9m |
0.03% |
Added
+3.8k |
+3,849 |
| 61 |
Concurrent Investment Advisors, LLC
0.14% of their portfolio |
Tampa, FL |
202,832202.8k
$16.8m |
$16.8m |
0.14% |
Added
+37.5k |
+37,544 |
| 62 |
CONNING INC.
0.50% of their portfolio |
HARTFORD, CT |
202,438202.4k
$16.7m |
$16.7m |
0.50% |
Reduced
-11.5k |
-11,462 |
| 63 |
Atria Investments, Inc
0.17% of their portfolio |
Charlotte, NC |
200,080200.1k
$16.5m |
$16.5m |
0.17% |
Added
+20.5k |
+20,500 |
| 64 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
199,789199.8k
$16.5m |
$16.5m |
0.00% |
Added
+144.5k |
+144,487 |
| 65 |
US BANCORP \DE\
0.02% of their portfolio |
MINNEAPOLIS, MN |
187,546187.5k
$15.5m |
$15.5m |
0.02% |
Added
+490 |
+490 |
| 66 |
RFG Holdings, Inc.
3.18% of their portfolio |
Argyle, TX |
183,490183.5k
$15.2m |
$15.2m |
3.18% |
Added
+5.6k |
+5,560 |
| 67 |
Fifth Third Securities, Inc.
0.86% of their portfolio |
Cincinnati, OH |
182,671182.7k
$15.1m |
$15.1m |
0.86% |
Reduced
-10.2k |
-10,181 |
| 68 |
J.W. COLE ADVISORS, INC.
0.26% of their portfolio |
TAMPA, FL |
181,189181.2k
$15.0m |
$15.0m |
0.26% |
New |
|
| 69 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03% of their portfolio |
PLYMOUTH, MN |
179,038179.0k
$14.9m |
$14.9m |
0.03% |
Reduced
-2.4k |
-2,384 |
| 70 |
Mutual Advisors, LLC
0.28% of their portfolio |
OMAHA, NE |
178,969179.0k
$14.8m |
$14.8m |
0.28% |
Added
+23.4k |
+23,371 |
| 71 |
Relyea Zuckerberg Hanson LLC
1.20% of their portfolio |
STAMFORD, CT |
173,917173.9k
$14.4m |
$14.4m |
1.20% |
Reduced
-953 |
-953 |
| 72 |
Caprock Group, LLC
0.25% of their portfolio |
BOISE, ID |
160,980161.0k
$13.3m |
$13.3m |
0.25% |
Reduced
-1.5k |
-1,488 |
| 73 |
Savant Capital, LLC
0.06% of their portfolio |
ROCKFORD, IL |
150,864150.9k
$19.3m |
$19.3m |
0.06% |
Added
+23.5k |
+23,502 |
| 74 |
STIFEL FINANCIAL CORP
0.01% of their portfolio |
ST. LOUIS, MO |
145,230145.2k
$12.0m |
$12.0m |
0.01% |
Added
+10.7k |
+10,668 |
| 75 |
Creative Planning
0.01% of their portfolio |
OVERLAND PARK, KS |
139,803139.8k
$11.6m |
$11.6m |
0.01% |
Added
+8.6k |
+8,577 |
| 76 |
Wealthspire Advisors, LLC
0.06% of their portfolio |
NEW YORK, NY |
132,676132.7k
$11.0m |
$11.0m |
0.06% |
Added
+83.8k |
+83,782 |
| 77 |
Magnus Financial Group LLC
0.75% of their portfolio |
NEW YORK, NY |
128,749128.7k
$10.6m |
$10.6m |
0.75% |
Reduced
-2.6k |
-2,615 |
| 78 |
Strategies Wealth Advisors, LLC
0.91% of their portfolio |
GRAND RAPIDS, MI |
122,642122.6k
$10.1m |
$10.1m |
0.91% |
Reduced
-4.8k |
-4,822 |
| 79 |
CITIZENS FINANCIAL GROUP INC/RI
0.12% of their portfolio |
PROVIDENCE, RI |
119,599119.6k
$9.9m |
$9.9m |
0.12% |
Reduced
-2.4k |
-2,351 |
| 80 |
COMPASS CAPITAL CORP /MA/ /ADV
3.33% of their portfolio |
BRAINTREE, MA |
119,406119.4k
$10.2m |
$10.2m |
3.33% |
Reduced
-607.5k |
-607,524 |
| 81 |
Cooper Financial Group
0.81% of their portfolio |
IRVINE, CA |
118,652118.7k
$9.8m |
$9.8m |
0.81% |
Added
+26 |
+26 |
| 82 |
Jump Financial, LLC
0.09% of their portfolio |
Chicago, IL |
118,044118.0k
$9.8m |
$9.8m |
0.09% |
New |
|
| 83 |
COZAD ASSET MANAGEMENT INC
0.60% of their portfolio |
CHAMPAIGN, IL |
113,340113.3k
$9.4m |
$9.4m |
0.60% |
Reduced
-8.7k |
-8,700 |
| 84 |
PARK AVENUE SECURITIES LLC
0.06% of their portfolio |
NEW YORK, NY |
108,152108.2k
$8.9m |
$8.9m |
0.06% |
Reduced
-7.2k |
-7,162 |
| 85 |
MGO ONE SEVEN LLC
0.14% of their portfolio |
Beachwood, OH |
106,156106.2k
$8.8m |
$8.8m |
0.14% |
Added
+24.2k |
+24,178 |
| 86 |
EHRLICH FINANCIAL GROUP
4.49% of their portfolio |
LAGUNA NIGUEL, CA |
105,549105.5k
$8.7m |
$8.7m |
4.49% |
Added
+3.2k |
+3,189 |
| 87 |
Keystone Financial Group
0.51% of their portfolio |
LEXINGTON, KY |
104,576104.6k
$8.6m |
$8.6m |
0.51% |
Added
+4.1k |
+4,058 |
| 88 |
Zhang Financial LLC
0.25% of their portfolio |
PORTAGE, MI |
104,229104.2k
$8.6m |
$8.6m |
0.25% |
Added
+45.8k |
+45,771 |
| 89 |
KEYBANK NATIONAL ASSOCIATION/OH
0.03% of their portfolio |
BROOKLYN, OH |
103,078103.1k
$8.5m |
$8.5m |
0.03% |
Added
+4.5k |
+4,498 |
| 90 |
NewEdge Advisors, LLC
0.02% of their portfolio |
NEW ORLEANS, LA |
100,203100.2k
$8.3m |
$8.3m |
0.02% |
Added
+1.6k |
+1,551 |
| 91 |
&PARTNERS
0.03% of their portfolio |
NASHVILLE, TN |
96,67696.7k
$8.0m |
$8.0m |
0.03% |
Added
+17.6k |
+17,608 |
| 92 |
Ethos Financial Group, LLC
0.48% of their portfolio |
KING OF PRUSSIA, PA |
92,74092.7k
$7.2m |
$7.2m |
0.48% |
New |
|
| 93 |
OneDigital Investment Advisors LLC
0.06% of their portfolio |
OVERLAND PARK, KS |
90,18590.2k
$7.5m |
$7.5m |
0.06% |
Added
+671 |
+671 |
| 94 |
Brookstone Capital Management
0.07% of their portfolio |
WHEATON, IL |
90,04790.0k
$7.4m |
$7.4m |
0.07% |
Added
+1.8k |
+1,811 |
| 95 |
Elevation Capital Advisory, LLC
2.83% of their portfolio |
BEND, OR |
88,69588.7k
$7.3m |
$7.3m |
2.83% |
New |
|
| 96 |
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.49% of their portfolio |
ST. LOUIS, MO |
87,87387.9k
$7.3m |
$7.3m |
0.49% |
Added
+225 |
+225 |
| 97 |
INVICTUS PRIVATE WEALTH, LLC
0.39% of their portfolio |
Denver, CO |
87,12687.1k
$7.2m |
$7.2m |
0.39% |
Unchanged |
|
| 98 |
Valmark Advisers, Inc.
0.08% of their portfolio |
AKRON, OH |
86,19686.2k
$7.1m |
$7.1m |
0.08% |
Reduced
-1.6k |
-1,566 |
| 99 |
NORTHERN TRUST CORP
0.00% of their portfolio |
CHICAGO, IL |
85,44085.4k
$7.1m |
$7.1m |
0.00% |
Added
+3.3k |
+3,300 |
| 100 |
FIFTH THIRD BANCORP
0.01% of their portfolio |
CINCINNATI, OH |
81,49581.5k
$6.7m |
$6.7m |
0.01% |
Added
+2.6k |
+2,613 |