| 1 |
BANK OF AMERICA CORP /DE/
0.03% of their portfolio |
CHARLOTTE, NC |
1,881,9201.9m
$412.5m |
$412.5m |
0.03% |
Added
+15.8k |
+15,814 |
| 2 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
1,203,2891.2m
$263.8m |
$263.8m |
0.01% |
Added
+30.6k |
+30,602 |
| 3 |
UBS Group AG
0.02% of their portfolio |
ZURICH, V8 |
631,279631.3k
$138.4m |
$138.4m |
0.02% |
Reduced
-50.3k |
-50,255 |
| 4 |
JPMORGAN CHASE & CO
0.01% of their portfolio |
NEW YORK, NY |
530,288530.3k
$116.2m |
$116.2m |
0.01% |
Added
+48.7k |
+48,680 |
| 5 |
Cetera Investment Advisers
0.10% of their portfolio |
SCHAUMBURG, IL |
514,718514.7k
$112.8m |
$112.8m |
0.10% |
Added
+285 |
+285 |
| 6 |
LPL Financial LLC
0.02% of their portfolio |
FORT MILL, SC |
488,679488.7k
$107.1m |
$107.1m |
0.02% |
Reduced
-104.3k |
-104,298 |
| 7 |
AMERIPRISE FINANCIAL INC
0.02% of their portfolio |
MINNEAPOLIS, MN |
367,875367.9k
$80.6m |
$80.6m |
0.02% |
Reduced
-6.8k |
-6,775 |
| 8 |
RAYMOND JAMES FINANCIAL INC
0.02% of their portfolio |
ST. PETERSBURG, FL |
367,536367.5k
$80.6m |
$80.6m |
0.02% |
Reduced
-70.5k |
-70,518 |
| 9 |
Shakespeare Wealth Management, LLC
20.23% of their portfolio |
Pewaukee, WI |
348,545348.5k
$76.4m |
$76.4m |
20.23% |
Added
+66.6k |
+66,572 |
| 10 |
OSAIC HOLDINGS, INC.
0.08% of their portfolio |
SCOTTSDALE, AZ |
306,817306.8k
$67.4m |
$67.4m |
0.08% |
Added
+6.9k |
+6,866 |
| 11 |
Corient Private Wealth LP
0.09% of their portfolio |
MIAMI, FL |
297,405297.4k
$65.2m |
$65.2m |
0.09% |
Reduced
-7.8k |
-7,797 |
| 12 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
290,756290.8k
$63.7m |
$63.7m |
0.01% |
Added
+20.4k |
+20,360 |
| 13 |
Stordahl Capital Management, Inc.
10.03% of their portfolio |
GREENWOOD VILLAGE, CO |
249,707249.7k
$54.7m |
$54.7m |
10.03% |
Added
+4.3k |
+4,286 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.05% of their portfolio |
FAIRFIELD, IA |
191,215191.2k
$41.9m |
$41.9m |
0.05% |
Added
+107.4k |
+107,399 |
| 15 |
HighTower Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
182,867182.9k
$40.1m |
$40.1m |
0.04% |
Reduced
-4.7k |
-4,654 |
| 16 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
162,498162.5k
$35.6m |
$35.6m |
0.01% |
Added
+446 |
+446 |
| 17 |
Grant Street Asset Management, Inc.
5.69% of their portfolio |
CANONSBURG, PA |
158,481158.5k
$34.7m |
$34.7m |
5.69% |
Added
+6.0k |
+5,998 |
| 18 |
Zhang Financial LLC
0.79% of their portfolio |
PORTAGE, MI |
124,151124.2k
$27.2m |
$27.2m |
0.79% |
Added
+16.3k |
+16,276 |
| 19 |
PETREDIS INVESTMENT ADVISORS LLC
1.78% of their portfolio |
WARRENDALE, PA |
120,521120.5k
$26.4m |
$26.4m |
1.78% |
Reduced
-1.9k |
-1,929 |
| 20 |
Modern Wealth Management, LLC
0.26% of their portfolio |
KANSAS CITY, MO |
99,00599.0k
$21.7m |
$21.7m |
0.26% |
New |
|
| 21 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
95,83395.8k
$21.0m |
$21.0m |
0.00% |
Reduced
-10.3k |
-10,262 |
| 22 |
MMA ASSET MANAGEMENT LLC
6.21% of their portfolio |
New York, NY |
89,03389.0k
$19.5m |
$19.5m |
6.21% |
Added
+3.1k |
+3,125 |
| 23 |
Pathstone Holdings, LLC
0.06% of their portfolio |
ENGLEWOOD, NJ |
87,89087.9k
$19.3m |
$19.3m |
0.06% |
Reduced
-10.5k |
-10,471 |
| 24 |
Mesirow Financial Investment Management, Inc.
0.29% of their portfolio |
CHICAGO, IL |
85,34985.3k
$18.7m |
$18.7m |
0.29% |
Added
+1.7k |
+1,723 |
| 25 |
Graves Light Lenhart Wealth, Inc.
1.62% of their portfolio |
HARRISONBURG, VA |
79,03779.0k
$17.3m |
$17.3m |
1.62% |
Added
+8.7k |
+8,655 |
| 26 |
Merit Financial Group, LLC
0.10% of their portfolio |
ALPHARETTA, GA |
76,96277.0k
$16.9m |
$16.9m |
0.10% |
Reduced
-67 |
-67 |
| 27 |
Savant Capital, LLC
0.05% of their portfolio |
ROCKFORD, IL |
76,72976.7k
$16.2m |
$16.2m |
0.05% |
Added
+38.6k |
+38,584 |
| 28 |
Lutz Financial Services LLC
0.96% of their portfolio |
OMAHA, NE |
71,73471.7k
$15.7m |
$15.7m |
0.96% |
Reduced
-561 |
-561 |
| 29 |
PHILLIPS FINANCIAL MANAGEMENT, LLC
1.15% of their portfolio |
FORT WAYNE, IN |
71,68171.7k
$15.7m |
$15.7m |
1.15% |
Reduced
-12.2k |
-12,173 |
| 30 |
Private Advisor Group, LLC
0.07% of their portfolio |
MORRISTOWN, NJ |
70,92170.9k
$15.5m |
$15.5m |
0.07% |
Reduced
-18.3k |
-18,311 |
| 31 |
Sanctuary Advisors, LLC
0.07% of their portfolio |
INDIANAPOLIS, IN |
67,78967.8k
$14.9m |
$14.9m |
0.07% |
Added
+60.1k |
+60,068 |
| 32 |
Beacon Capital Management, LLC
2.11% of their portfolio |
FRANKLIN, TN |
65,61965.6k
$14.4m |
$14.4m |
2.11% |
Reduced
-5.5k |
-5,500 |
| 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
64,65164.7k
$14.2m |
$14.2m |
0.01% |
Reduced
-2.9k |
-2,860 |
| 34 |
Cascades Capital Asset Management, LLC
5.24% of their portfolio |
GREENSBORO, NC |
64,58064.6k
$14.2m |
$14.2m |
5.24% |
Reduced
-996 |
-996 |
| 35 |
JONES FINANCIAL COMPANIES LLLP
0.01% of their portfolio |
DES PERES, MO |
60,81560.8k
$13.3m |
$13.3m |
0.01% |
Added
+10.0k |
+9,965 |
| 36 |
OneDigital Investment Advisors LLC
0.11% of their portfolio |
OVERLAND PARK, KS |
58,72358.7k
$12.9m |
$12.9m |
0.11% |
Reduced
-46.5k |
-46,462 |
| 37 |
Aspire Growth Partners LLC
7.42% of their portfolio |
MIROMAR LAKES, FL |
58,29258.3k
$12.8m |
$12.8m |
7.42% |
Added
+3.9k |
+3,906 |
| 38 |
CONNING INC.
0.38% of their portfolio |
HARTFORD, CT |
57,21057.2k
$12.5m |
$12.5m |
0.38% |
Reduced
-3.3k |
-3,267 |
| 39 |
Garde Capital, Inc.
0.54% of their portfolio |
SEATTLE, WA |
54,71354.7k
$12.0m |
$12.0m |
0.54% |
Added
+26.7k |
+26,700 |
| 40 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.15% of their portfolio |
MINNEAPOLIS, MN |
51,73651.7k
$11.3m |
$11.3m |
0.15% |
Added
+31.0k |
+31,031 |
| 41 |
Summit Financial, LLC
0.12% of their portfolio |
PARSIPPANY, NJ |
50,40850.4k
$11.0m |
$11.0m |
0.12% |
Added
+127 |
+127 |
| 42 |
Relyea Zuckerberg Hanson LLC
0.91% of their portfolio |
STAMFORD, CT |
49,91949.9k
$10.9m |
$10.9m |
0.91% |
Reduced
-278 |
-278 |
| 43 |
Betterment LLC
0.02% of their portfolio |
NEW YORK, NY |
49,35249.4k
$10.8m |
$10.8m |
0.02% |
Reduced
-1.3k |
-1,295 |
| 44 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
47,14247.1k
$10.3m |
$10.3m |
0.02% |
Reduced
-1.9k |
-1,947 |
| 45 |
Composition Wealth, LLC
0.12% of their portfolio |
LOS ANGELES, CA |
46,17046.2k
$10.1m |
$10.1m |
0.12% |
Reduced
-788 |
-788 |
| 46 |
EHRLICH FINANCIAL GROUP
5.17% of their portfolio |
LAGUNA NIGUEL, CA |
45,81145.8k
$10.0m |
$10.0m |
5.17% |
Added
+7.1k |
+7,099 |
| 47 |
First Bank & Trust
1.48% of their portfolio |
BROOKINGS, SD |
45,76245.8k
$10.0m |
$10.0m |
1.48% |
Unchanged |
|
| 48 |
STIFEL FINANCIAL CORP
0.01% of their portfolio |
ST. LOUIS, MO |
44,57844.6k
$9.8m |
$9.8m |
0.01% |
Reduced
-1.4k |
-1,446 |
| 49 |
CARY STREET PARTNERS FINANCIAL LLC
0.21% of their portfolio |
RICHMOND, VA |
44,57844.6k
$9.8m |
$9.8m |
0.21% |
Added
+830 |
+830 |
| 50 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
43,98044.0k
$9.6m |
$9.6m |
0.01% |
Reduced
-627 |
-627 |
| 51 |
MGO ONE SEVEN LLC
0.16% of their portfolio |
Beachwood, OH |
43,78343.8k
$9.6m |
$9.6m |
0.16% |
Reduced
-11.2k |
-11,167 |
| 52 |
&PARTNERS
0.04% of their portfolio |
NASHVILLE, TN |
42,90742.9k
$9.4m |
$9.4m |
0.04% |
Added
+1.8k |
+1,765 |
| 53 |
Blue Trust, Inc.
0.10% of their portfolio |
BRENTWOOD, TN |
41,82441.8k
$9.2m |
$9.2m |
0.10% |
Added
+430 |
+430 |
| 54 |
Cerity Partners LLC
0.01% of their portfolio |
NEW YORK, NY |
41,75141.8k
$9.2m |
$9.2m |
0.01% |
Added
+5.6k |
+5,610 |
| 55 |
Connecticut Wealth Management, LLC
0.33% of their portfolio |
FARMINGTON, CT |
41,08441.1k
$9.0m |
$9.0m |
0.33% |
Reduced
-9 |
-9 |
| 56 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
40,21440.2k
$8.8m |
$8.8m |
0.03% |
Reduced
-2.3k |
-2,322 |
| 57 |
PRUDENTIAL FINANCIAL INC
0.01% of their portfolio |
NEWARK, NJ |
37,86037.9k
$8.3m |
$8.3m |
0.01% |
Reduced
-122.1k |
-122,100 |
| 58 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
36,54536.5k
$8.0m |
$8.0m |
0.00% |
Added
+2.6k |
+2,644 |
| 59 |
Mutual Advisors, LLC
0.15% of their portfolio |
OMAHA, NE |
35,46735.5k
$7.8m |
$7.8m |
0.15% |
Reduced
-10.0k |
-10,032 |
| 60 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
32,57032.6k
$7.1m |
$7.1m |
0.00% |
Reduced
-18.2k |
-18,163 |
| 61 |
Keystone Financial Group
0.42% of their portfolio |
LEXINGTON, KY |
32,39332.4k
$7.1m |
$7.1m |
0.42% |
Added
+2.4k |
+2,417 |
| 62 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
31,54531.5k
$6.9m |
$6.9m |
0.01% |
Reduced
-4.4k |
-4,378 |
| 63 |
Strategies Wealth Advisors, LLC
0.62% of their portfolio |
GRAND RAPIDS, MI |
31,40731.4k
$6.9m |
$6.9m |
0.62% |
Added
+15 |
+15 |
| 64 |
FLAGSHIP WEALTH ADVISORS, LLC
1.53% of their portfolio |
WAKEFIELD, MA |
31,24631.2k
$6.8m |
$6.8m |
1.53% |
Added
+14.5k |
+14,536 |
| 65 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
30,46530.5k
$6.7m |
$6.7m |
0.01% |
Reduced
-524 |
-524 |
| 66 |
Stratos Wealth Advisors, LLC
0.35% of their portfolio |
BEACHWOOD, OH |
29,46929.5k
$6.5m |
$6.5m |
0.35% |
Reduced
-5.0k |
-5,033 |
| 67 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
28,29628.3k
$6.2m |
$6.2m |
0.01% |
Added
+3.7k |
+3,743 |
| 68 |
MONETA GROUP INVESTMENT ADVISORS LLC
0.05% of their portfolio |
ST LOUIS, MO |
27,85027.9k
$6.1m |
$6.1m |
0.05% |
Reduced
-2.7k |
-2,711 |
| 69 |
Ramiah Investment Group
4.64% of their portfolio |
BROOKFIELD, WI |
27,75127.8k
$6.1m |
$6.1m |
4.64% |
Added
+1.9k |
+1,856 |
| 70 |
Fairscale Capital, LLC
3.59% of their portfolio |
NASHUA, NH |
27,44427.4k
$6.0m |
$6.0m |
3.59% |
Reduced
-57 |
-57 |
| 71 |
Hoxton Planning & Management, LLC
1.53% of their portfolio |
SHEPHERDSTOWN, WV |
26,79326.8k
$5.9m |
$5.9m |
1.53% |
Added
+3.8k |
+3,816 |
| 72 |
BLAIR WILLIAM & CO/IL
0.01% of their portfolio |
CHICAGO, IL |
26,26326.3k
$5.8m |
$5.8m |
0.01% |
Added
+1.5k |
+1,467 |
| 73 |
Avant Capital LLC
3.50% of their portfolio |
LAFAYETTE, LA |
25,45225.5k
$5.6m |
$5.6m |
3.50% |
Reduced
-269 |
-269 |
| 74 |
Delta Wealth Advisors LLC
3.58% of their portfolio |
INDIANAPOLIS, IN |
22,84622.8k
$5.0m |
$5.0m |
3.58% |
Added
+364 |
+364 |
| 75 |
BROWN ADVISORY INC
0.01% of their portfolio |
BALTIMORE, MD |
22,71222.7k
$5.0m |
$5.0m |
0.01% |
Unchanged |
|
| 76 |
Caprock Group, LLC
0.09% of their portfolio |
BOISE, ID |
21,86221.9k
$4.8m |
$4.8m |
0.09% |
Added
+80 |
+80 |
| 77 |
FIFTH THIRD BANCORP
0.01% of their portfolio |
CINCINNATI, OH |
20,41120.4k
$4.5m |
$4.5m |
0.01% |
Reduced
-201 |
-201 |
| 78 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
20,25420.3k
$4.4m |
$4.4m |
0.01% |
Added
+1.5k |
+1,505 |
| 79 |
BALANCED WEALTH GROUP LLC
1.39% of their portfolio |
WESTLAKE, OH |
20,11820.1k
$4.4m |
$4.4m |
1.39% |
Added
+40 |
+40 |
| 80 |
Midwest Financial Network, LLC
2.98% of their portfolio |
TINLEY PARK, IL |
19,88419.9k
$4.4m |
$4.4m |
2.98% |
Reduced
-3.9k |
-3,938 |
| 81 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
19,87219.9k
$4.4m |
$4.4m |
0.01% |
Reduced
-12.3k |
-12,257 |
| 82 |
Farther Finance Advisors, LLC
0.03% of their portfolio |
SAN FRANCISCO, CA |
19,32719.3k
$4.2m |
$4.2m |
0.03% |
Reduced
-215 |
-215 |
| 83 |
OneAscent Financial Services LLC
0.20% of their portfolio |
BIRMINGHAM, AL |
19,13719.1k
$4.2m |
$4.2m |
0.20% |
New |
|
| 84 |
Beacon Pointe Advisors, LLC
0.02% of their portfolio |
NEWPORT BEACH, CA |
18,77418.8k
$4.1m |
$4.1m |
0.02% |
Reduced
-2.9k |
-2,905 |
| 85 |
KEYBANK NATIONAL ASSOCIATION/OH
0.01% of their portfolio |
BROOKLYN, OH |
18,09018.1k
$4.0m |
$4.0m |
0.01% |
Reduced
-245 |
-245 |
| 86 |
First Bancorp, Inc /ME/
1.56% of their portfolio |
DAMARISCOTTA, ME |
18,08618.1k
$4.0m |
$4.0m |
1.56% |
Reduced
-3 |
-3 |
| 87 |
Valmark Advisers, Inc.
0.04% of their portfolio |
AKRON, OH |
18,05918.1k
$4.0m |
$4.0m |
0.04% |
Reduced
-260 |
-260 |
| 88 |
BEACON FINANCIAL PLANNING, INC
1.33% of their portfolio |
HYANNIS, MA |
17,82417.8k
$3.9m |
$3.9m |
1.33% |
Added
+635 |
+635 |
| 89 |
WBH ADVISORY INC
0.26% of their portfolio |
BALTIMORE, MD |
17,70817.7k
$3.9m |
$3.9m |
0.26% |
Reduced
-919 |
-919 |
| 90 |
Allworth Financial LP
0.02% of their portfolio |
FOLSOM, CA |
17,32017.3k
$3.8m |
$3.8m |
0.02% |
Reduced
-369 |
-369 |
| 91 |
IAMS WEALTH MANAGEMENT, LLC
1.13% of their portfolio |
OMAHA, NE |
17,06317.1k
$3.7m |
$3.7m |
1.13% |
Added
+4.4k |
+4,384 |
| 92 |
North Star Investment Management Corp.
0.20% of their portfolio |
CHICAGO, IL |
16,49916.5k
$3.6m |
$3.6m |
0.20% |
Reduced
-1.4k |
-1,442 |
| 93 |
FLAGSHIP HARBOR ADVISORS, LLC
0.14% of their portfolio |
BOSTON, MA |
16,25716.3k
$3.6m |
$3.6m |
0.14% |
Added
+438 |
+438 |
| 94 |
LAZARD ASSET MANAGEMENT LLC
0.01% of their portfolio |
NEW YORK, NY |
15,79815.8k
$3.5m |
$3.5m |
0.01% |
Reduced
-31 |
-31 |
| 95 |
ENCOMPASS WEALTH ADVISORS, LLC
1.04% of their portfolio |
PORTLAND, OR |
15,58115.6k
$3.4m |
$3.4m |
1.04% |
Reduced
-72 |
-72 |
| 96 |
INSIGHT 2811, INC.
1.32% of their portfolio |
CHICAGO, IL |
14,83114.8k
$3.3m |
$3.3m |
1.32% |
Added
+77 |
+77 |
| 97 |
Constellation Investments, Inc.
0.10% of their portfolio |
MONTGOMERY, OH |
14,00014.0k
$3.1m |
$3.1m |
0.10% |
Unchanged |
|
| 98 |
Thrivent Financial for Lutherans
0.01% of their portfolio |
Minneapolis, MN |
13,90513.9k
$3.0m |
$3.0m |
0.01% |
Reduced
-305 |
-305 |
| 99 |
KINTRA WEALTH, LLC
0.16% of their portfolio |
WILLIAMSPORT, PA |
13,55813.6k
$3.1m |
$3.1m |
0.16% |
Added
+143 |
+143 |
| 100 |
Baird Financial Group, Inc.
0.00% of their portfolio |
MILWAUKEE, WI |
13,33013.3k
$2.9m |
$2.9m |
0.00% |
Added
+212 |
+212 |