| 1 |
VANTAGEPOINT INVESTMENT ADVISERS LLC
0.94% of their portfolio |
WASHINGTON, DC |
1,104,9271.1m
$126.0m |
$126.0m |
0.94% |
Added
+49.8k |
+49,837 |
| 2 |
Mariner, LLC
0.10% of their portfolio |
Overland Park, KS |
858,070858.1k
$97.9m |
$97.9m |
0.10% |
Reduced
-4.5k |
-4,503 |
| 3 |
ROCKLAND TRUST CO
3.65% of their portfolio |
HANOVER, MA |
815,504815.5k
$93.0m |
$93.0m |
3.65% |
Added
+170 |
+170 |
| 4 |
TRUST POINT INC.
6.43% of their portfolio |
LA CROSSE, WI |
664,535664.5k
$75.8m |
$75.8m |
6.43% |
Added
+22.9k |
+22,912 |
| 5 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
384,509384.5k
$43.9m |
$43.9m |
0.00% |
Added
+5.9k |
+5,852 |
| 6 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
215,307215.3k
$24.6m |
$24.6m |
0.00% |
Reduced
-6.7k |
-6,681 |
| 7 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
212,075212.1k
$24.2m |
$24.2m |
0.01% |
Added
+1.6k |
+1,577 |
| 8 |
Stordahl Capital Management, Inc.
3.68% of their portfolio |
GREENWOOD VILLAGE, CO |
176,020176.0k
$20.1m |
$20.1m |
3.68% |
Added
+1.6k |
+1,586 |
| 9 |
Avior Wealth Management, LLC
0.48% of their portfolio |
OMAHA, NE |
161,287161.3k
$18.4m |
$18.4m |
0.48% |
Added
+2.8k |
+2,753 |
| 10 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
154,602154.6k
$17.6m |
$17.6m |
0.00% |
Added
+33.0k |
+33,006 |
| 11 |
Lutz Financial Services LLC
0.79% of their portfolio |
OMAHA, NE |
114,034114.0k
$13.0m |
$13.0m |
0.79% |
Reduced
-792 |
-792 |
| 12 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
107,420107.4k
$12.3m |
$12.3m |
0.00% |
Reduced
-803 |
-803 |
| 13 |
Aberdeen Wealth Management LLC
5.07% of their portfolio |
LAKE BLUFF, IL |
92,66992.7k
$10.6m |
$10.6m |
5.07% |
Reduced
-25.3k |
-25,253 |
| 14 |
BALANCED WEALTH GROUP LLC
3.21% of their portfolio |
WESTLAKE, OH |
89,03689.0k
$10.2m |
$10.2m |
3.21% |
New |
|
| 15 |
MidFirst Bank
0.68% of their portfolio |
DENVER, CO |
84,56284.6k
$9.6m |
$9.6m |
0.68% |
Added
+517 |
+517 |
| 16 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
73,53173.5k
$8.4m |
$8.4m |
0.00% |
Reduced
-15.6k |
-15,631 |
| 17 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
73,50173.5k
$8.4m |
$8.4m |
0.01% |
Added
+308 |
+308 |
| 18 |
Savant Capital, LLC
0.02% of their portfolio |
ROCKFORD, IL |
72,48672.5k
$7.8m |
$7.8m |
0.02% |
Added
+35.9k |
+35,910 |
| 19 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
53,79553.8k
$6.1m |
$6.1m |
0.01% |
Reduced
-1.0k |
-1,001 |
| 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
52,83752.8k
$6.0m |
$6.0m |
0.00% |
Reduced
-29.2k |
-29,218 |
| 21 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
44,79644.8k
$5.1m |
$5.1m |
0.01% |
Reduced
-691 |
-691 |
| 22 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
39,72239.7k
$4.5m |
$4.5m |
0.01% |
Reduced
-36.3k |
-36,318 |
| 23 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
37,12037.1k
$4.2m |
$4.2m |
0.01% |
Added
+5.4k |
+5,378 |
| 24 |
&PARTNERS
0.02% of their portfolio |
NASHVILLE, TN |
33,48133.5k
$3.8m |
$3.8m |
0.02% |
Added
+280 |
+280 |
| 25 |
EP Wealth Advisors, LLC
0.01% of their portfolio |
TORRANCE, CA |
32,94732.9k
$3.8m |
$3.8m |
0.01% |
Added
+3.3k |
+3,312 |
| 26 |
Allworth Financial LP
0.02% of their portfolio |
FOLSOM, CA |
32,70432.7k
$3.7m |
$3.7m |
0.02% |
Reduced
-1.2k |
-1,165 |
| 27 |
M1 Capital Management LLC
1.32% of their portfolio |
TROY, MI |
31,40331.4k
$3.6m |
$3.6m |
1.32% |
New |
|
| 28 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
30,26430.3k
$3.4m |
$3.4m |
0.00% |
Added
+1.7k |
+1,696 |
| 29 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
28,91728.9k
$3.3m |
$3.3m |
0.00% |
Reduced
-7.5k |
-7,493 |
| 30 |
FRANKLIN RESOURCES INC
0.00% of their portfolio |
San Mateo, CA |
28,70028.7k
$3.3m |
$3.3m |
0.00% |
Unchanged |
|
| 31 |
Composition Wealth, LLC
0.03% of their portfolio |
LOS ANGELES, CA |
24,71824.7k
$2.8m |
$2.8m |
0.03% |
Reduced
-215 |
-215 |
| 32 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
19,78219.8k
$2.3m |
$2.3m |
0.00% |
Added
+6.1k |
+6,074 |
| 33 |
Thrivent Financial for Lutherans
0.00% of their portfolio |
Minneapolis, MN |
19,50719.5k
$2.2m |
$2.2m |
0.00% |
Added
+305 |
+305 |
| 34 |
MONETA GROUP INVESTMENT ADVISORS LLC
0.02% of their portfolio |
ST LOUIS, MO |
17,99318.0k
$2.1m |
$2.1m |
0.02% |
Reduced
-350 |
-350 |
| 35 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
15,99916.0k
$1.8m |
$1.8m |
0.00% |
Added
+213 |
+213 |
| 36 |
Cornerstone Financial Management LLC
1.37% of their portfolio |
BURLINGTON, MA |
14,94014.9k
$1.7m |
$1.7m |
1.37% |
Reduced
-181 |
-181 |
| 37 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
13,47913.5k
$1.5m |
$1.5m |
0.00% |
Added
+1.2k |
+1,228 |
| 38 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
13,25313.3k
$1.5m |
$1.5m |
0.00% |
Reduced
-7.0k |
-6,975 |
| 39 |
Fortitude Family Office, LLC
0.29% of their portfolio |
SCOTTSDALE, AZ |
13,16013.2k
$1.5m |
$1.5m |
0.29% |
Unchanged |
|
| 40 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
12,48512.5k
$1.4m |
$1.4m |
0.01% |
Added
+87 |
+87 |
| 41 |
SHUFRO ROSE & CO LLC
0.08% of their portfolio |
NEW YORK, NY |
11,73511.7k
$1.3m |
$1.3m |
0.08% |
Added
+750 |
+750 |
| 42 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
10,67410.7k
$1.2m |
$1.2m |
0.00% |
Added
+2.1k |
+2,079 |
| 43 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
10,44310.4k
$1.2m |
$1.2m |
0.00% |
Added
+460 |
+460 |
| 44 |
KEYBANK NATIONAL ASSOCIATION/OH
0.00% of their portfolio |
BROOKLYN, OH |
10,18710.2k
$1.2m |
$1.2m |
0.00% |
Reduced
-193 |
-193 |
| 45 |
PFG Advisors
0.06% of their portfolio |
Phoenix, AZ |
10,12410.1k
$1.2m |
$1.2m |
0.06% |
Added
+542 |
+542 |
| 46 |
Heritage Investment Group, Inc.
0.15% of their portfolio |
POMPANO BEACH, FL |
9,5729.6k
$1.1m |
$1.1m |
0.15% |
Unchanged |
|
| 47 |
AMERICAN FINANCIAL & TAX STRATEGIES INC
0.47% of their portfolio |
NEW YORK, NY |
9,0949.1k
$1.0m |
$1.0m |
0.47% |
Reduced
-142 |
-142 |
| 48 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
8,8848.9k
$1.0m |
$1.0m |
0.00% |
Reduced
-4.3k |
-4,265 |
| 49 |
D.A. DAVIDSON & CO.
0.01% of their portfolio |
GREAT FALLS, MT |
8,3498.3k
$952.4k |
$952.4k |
0.01% |
Unchanged |
|
| 50 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
8,0148.0k
$914.0k |
$914.0k |
0.00% |
Added
+3.9k |
+3,933 |
| 51 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
7,8217.8k
$892.2k |
$892.2k |
0.00% |
Added
+984 |
+984 |
| 52 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
7,1587.2k
$816.5k |
$816.5k |
0.00% |
Reduced
-21.5k |
-21,508 |
| 53 |
Naviter Wealth, LLC
0.07% of their portfolio |
LITTLE ROCK, AR |
6,8516.9k
$781.5k |
$781.5k |
0.07% |
Unchanged |
|
| 54 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
6,6596.7k
$759.6k |
$759.6k |
0.00% |
Added
+75 |
+75 |
| 55 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
6,2416.2k
$711.0k |
$711.0k |
0.00% |
Reduced
-3 |
-3 |
| 56 |
Rodgers & Associates, LTD
0.06% of their portfolio |
Lancaster, PA |
5,8645.9k
$668.9k |
$668.9k |
0.06% |
Added
+80 |
+80 |
| 57 |
Goodman Financial Corp
0.10% of their portfolio |
HOUSTON, TX |
5,7935.8k
$660.8k |
$660.8k |
0.10% |
Added
+61 |
+61 |
| 58 |
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.04% of their portfolio |
ST. LOUIS, MO |
5,6095.6k
$639.9k |
$639.9k |
0.04% |
Unchanged |
|
| 59 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
5,5845.6k
$637.0k |
$637.0k |
0.00% |
Unchanged |
|
| 60 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
5,4295.4k
$619.3k |
$619.3k |
0.00% |
Reduced
-4.0k |
-3,975 |
| 61 |
Meridian Wealth Management, LLC
0.02% of their portfolio |
LEXINGTON, KY |
5,3125.3k
$605.9k |
$605.9k |
0.02% |
Added
+13 |
+13 |
| 62 |
Sovran Advisors, LLC
0.05% of their portfolio |
SAN DIEGO, CA |
5,2515.3k
$607.6k |
$607.6k |
0.05% |
Added
+244 |
+244 |
| 63 |
HANOVER ADVISORS INC
0.20% of their portfolio |
SENECA, SC |
4,9855.0k
$568.6k |
$568.6k |
0.20% |
Reduced
-178 |
-178 |
| 64 |
OFC FINANCIAL PLANNING, LLC
0.50% of their portfolio |
SHORT HILLS, NJ |
4,9464.9k
$564.2k |
$564.2k |
0.50% |
Reduced
-1.4k |
-1,364 |
| 65 |
HUNTINGTON NATIONAL BANK
0.00% of their portfolio |
COLUMBUS, OH |
4,8954.9k
$558.4k |
$558.4k |
0.00% |
Reduced
-5.1k |
-5,142 |
| 66 |
Bruce G. Allen Investments, LLC
0.36% of their portfolio |
DENVER, CO |
4,8944.9k
$558.2k |
$558.2k |
0.36% |
Added
+3.5k |
+3,531 |
| 67 |
Trail Ridge Investment Advisors, LLC
0.24% of their portfolio |
FORT COLLINS, CO |
4,8864.9k
$557.3k |
$557.3k |
0.24% |
Added
+351 |
+351 |
| 68 |
CIBC WORLD MARKET INC.
0.00% of their portfolio |
TORONTO, A6 |
4,7544.8k
$542.3k |
$542.3k |
0.00% |
Unchanged |
|
| 69 |
GHP Investment Advisors, Inc.
0.02% of their portfolio |
Denver, CO |
4,7084.7k
$537.0k |
$537.0k |
0.02% |
Unchanged |
|
| 70 |
TWO SIGMA INVESTMENTS, LP
0.00% of their portfolio |
NEW YORK, NY |
4,5004.5k
$513.3k |
$513.3k |
0.00% |
New |
|
| 71 |
Atlas Brown,Inc.
0.14% of their portfolio |
LOUISVILLE, KY |
4,4144.4k
$503.5k |
$503.5k |
0.14% |
Reduced
-177 |
-177 |
| 72 |
BHK Investment Advisors, LLC
0.15% of their portfolio |
BIRMINGHAM, AL |
4,4004.4k
$501.9k |
$501.9k |
0.15% |
Unchanged |
|
| 73 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
4,3904.4k
$500.8k |
$500.8k |
0.01% |
Reduced
-157 |
-157 |
| 74 |
TopTier Wealth Management, LLC
0.30% of their portfolio |
MUSKEGO, WI |
4,3264.3k
$493.4k |
$493.4k |
0.30% |
Reduced
-185 |
-185 |
| 75 |
Ifrah Financial Services, Inc.
0.11% of their portfolio |
Little Rock, AR |
4,1264.1k
$470.6k |
$470.6k |
0.11% |
Reduced
-14 |
-14 |
| 76 |
Passive Capital Management, LLC.
0.13% of their portfolio |
BALTIMORE, MD |
4,0264.0k
$406.7k |
$406.7k |
0.13% |
Unchanged |
|
| 77 |
Summit Financial, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
4,0124.0k
$457.7k |
$457.7k |
0.01% |
Reduced
-1.7k |
-1,745 |
| 78 |
Valmark Advisers, Inc.
0.00% of their portfolio |
AKRON, OH |
3,8023.8k
$433.7k |
$433.7k |
0.00% |
Unchanged |
|
| 79 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
3,7563.8k
$428.4k |
$428.4k |
0.00% |
Unchanged |
|
| 80 |
Hobart Private Capital, LLC
0.07% of their portfolio |
CHARLOTTE, NC |
3,7563.8k
$428.4k |
$428.4k |
0.07% |
Unchanged |
|
| 81 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
3,5463.5k
$404.5k |
$404.5k |
0.00% |
Added
+81 |
+81 |
| 82 |
Wealthquest Corp
0.03% of their portfolio |
CINCINNATI, OH |
3,5303.5k
$402.7k |
$402.7k |
0.03% |
Reduced
-3.5k |
-3,530 |
| 83 |
AMG National Trust Bank
0.01% of their portfolio |
GREENWOOD VILLAGE, CO |
3,4803.5k
$397.0k |
$397.0k |
0.01% |
Unchanged |
|
| 84 |
Glenview Trust Co
0.01% of their portfolio |
Louisville, KY |
3,2343.2k
$368.9k |
$368.9k |
0.01% |
Unchanged |
|
| 85 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
3,2223.2k
$367.5k |
$367.5k |
0.00% |
New |
|
| 86 |
Wealthcare Advisory Partners LLC
0.01% of their portfolio |
WEST CHESTER, PA |
3,1483.1k
$359.1k |
$359.1k |
0.01% |
Unchanged |
|
| 87 |
IHT Wealth Management, LLC
0.01% of their portfolio |
Chicago, IL |
3,1363.1k
$357.7k |
$357.7k |
0.01% |
Unchanged |
|
| 88 |
Spire Wealth Management
0.01% of their portfolio |
MCLEAN, VA |
3,1183.1k
$355.7k |
$355.7k |
0.01% |
Unchanged |
|
| 89 |
INSIGHT 2811, INC.
0.14% of their portfolio |
CHICAGO, IL |
3,0733.1k
$350.5k |
$350.5k |
0.14% |
Added
+1 |
+1 |
| 90 |
Western Wealth Management, LLC
0.01% of their portfolio |
GOLDEN, CO |
3,0613.1k
$349.2k |
$349.2k |
0.01% |
Unchanged |
|
| 91 |
CITIZENS FINANCIAL GROUP INC/RI
0.00% of their portfolio |
PROVIDENCE, RI |
3,0283.0k
$345.4k |
$345.4k |
0.00% |
Unchanged |
|
| 92 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.01% of their portfolio |
DALLAS, TX |
3,0093.0k
$343.3k |
$343.3k |
0.01% |
Reduced
-50 |
-50 |
| 93 |
StoneX Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
2,8682.9k
$327.2k |
$327.2k |
0.01% |
Reduced
-234 |
-234 |
| 94 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
2,8642.9k
$326.7k |
$326.7k |
0.00% |
Added
+331 |
+331 |
| 95 |
PHILLIPS FINANCIAL MANAGEMENT, LLC
0.02% of their portfolio |
FORT WAYNE, IN |
2,8602.9k
$326.2k |
$326.2k |
0.02% |
Unchanged |
|
| 96 |
WealthCollab, LLC
0.12% of their portfolio |
BELLEVUE, WA |
2,8082.8k
$320.3k |
$320.3k |
0.12% |
Unchanged |
|
| 97 |
IFG Advisors, LLC
0.04% of their portfolio |
ST. LOUIS, MO |
2,7702.8k
$316.0k |
$316.0k |
0.04% |
Unchanged |
|
| 98 |
Veratis Advisors, Inc.
0.21% of their portfolio |
CARY, NC |
2,5622.6k
$292.2k |
$292.2k |
0.21% |
First filing |
|
| 99 |
BLAIR WILLIAM & CO/IL
0.00% of their portfolio |
CHICAGO, IL |
2,4792.5k
$282.8k |
$282.8k |
0.00% |
Unchanged |
|
| 100 |
Keystone Financial Group
0.02% of their portfolio |
LEXINGTON, KY |
2,4602.5k
$280.7k |
$280.7k |
0.02% |
Reduced
-38 |
-38 |