| 1 |
VANTAGEPOINT INVESTMENT ADVISERS LLC
1.39% of their portfolio |
WASHINGTON, DC |
1,271,2711.3m
$186.0m |
$186.0m |
1.39% |
Reduced
-29.9k |
-29,909 |
| 2 |
Mariner, LLC
0.10% of their portfolio |
Overland Park, KS |
631,787631.8k
$92.4m |
$92.4m |
0.10% |
Reduced
-3.8k |
-3,843 |
| 3 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
317,517317.5k
$46.5m |
$46.5m |
0.00% |
Added
+73.4k |
+73,422 |
| 4 |
MONETA GROUP INVESTMENT ADVISORS LLC
0.28% of their portfolio |
ST LOUIS, MO |
258,164258.2k
$37.8m |
$37.8m |
0.28% |
Added
+42.6k |
+42,650 |
| 5 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
228,433228.4k
$33.4m |
$33.4m |
0.01% |
Added
+3.6k |
+3,558 |
| 6 |
AMERIPRISE FINANCIAL INC
0.01% of their portfolio |
MINNEAPOLIS, MN |
183,176183.2k
$26.8m |
$26.8m |
0.01% |
Reduced
-56.0k |
-56,030 |
| 7 |
Gryphon Financial Partners LLC
2.06% of their portfolio |
COLUMBUS, OH |
159,508159.5k
$23.3m |
$23.3m |
2.06% |
Added
+19.9k |
+19,878 |
| 8 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
157,225157.2k
$23.0m |
$23.0m |
0.01% |
Added
+28.8k |
+28,811 |
| 9 |
Stordahl Capital Management, Inc.
3.91% of their portfolio |
GREENWOOD VILLAGE, CO |
146,074146.1k
$21.4m |
$21.4m |
3.91% |
Added
+650 |
+650 |
| 10 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
116,061116.1k
$17.0m |
$17.0m |
0.00% |
Reduced
-8.2k |
-8,187 |
| 11 |
LJI Wealth Management, LLC
2.05% of their portfolio |
INDIANAPOLIS, IN |
100,227100.2k
$14.7m |
$14.7m |
2.05% |
Reduced
-21.3k |
-21,262 |
| 12 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
92,96193.0k
$13.6m |
$13.6m |
0.00% |
Added
+1.3k |
+1,292 |
| 13 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
86,81486.8k
$12.7m |
$12.7m |
0.01% |
Added
+1.8k |
+1,764 |
| 14 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
84,28484.3k
$12.3m |
$12.3m |
0.00% |
Added
+39.4k |
+39,432 |
| 15 |
PEAPACK GLADSTONE FINANCIAL CORP
0.14% of their portfolio |
BEDMINSTER, NJ |
81,16781.2k
$11.9m |
$11.9m |
0.14% |
Added
+3.9k |
+3,850 |
| 16 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
67,61867.6k
$9.9m |
$9.9m |
0.01% |
Reduced
-2.6k |
-2,574 |
| 17 |
BALANCED WEALTH GROUP LLC
3.06% of their portfolio |
WESTLAKE, OH |
66,12566.1k
$9.7m |
$9.7m |
3.06% |
Added
+62.2k |
+62,201 |
| 18 |
Baron Wealth Management LLC
2.27% of their portfolio |
TROY, MI |
59,72259.7k
$8.7m |
$8.7m |
2.27% |
Added
+9.3k |
+9,308 |
| 19 |
Composition Wealth, LLC
0.10% of their portfolio |
LOS ANGELES, CA |
56,09956.1k
$8.2m |
$8.2m |
0.10% |
Reduced
-82 |
-82 |
| 20 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
51,35251.4k
$7.4m |
$7.4m |
0.00% |
Added
+13.2k |
+13,230 |
| 21 |
Savant Capital, LLC
0.02% of their portfolio |
ROCKFORD, IL |
50,26250.3k
$6.8m |
$6.8m |
0.02% |
Added
+25.2k |
+25,182 |
| 22 |
HARBOUR INVESTMENTS, INC.
0.10% of their portfolio |
MADISON, WI |
49,78549.8k
$7.3m |
$7.3m |
0.10% |
Added
+2.0k |
+2,030 |
| 23 |
Altura Wealth Advisors Inc.
2.19% of their portfolio |
SANTA CLARA, CA |
44,46644.5k
$6.5m |
$6.5m |
2.19% |
Added
+4.8k |
+4,848 |
| 24 |
MidFirst Bank
0.39% of their portfolio |
DENVER, CO |
37,99838.0k
$5.6m |
$5.6m |
0.39% |
Added
+7.4k |
+7,426 |
| 25 |
STEPHEN J. GARRY & ASSOCIATES, LLC
3.97% of their portfolio |
GARDEN CITY, NY |
37,20837.2k
$5.4m |
$5.4m |
3.97% |
Added
+18 |
+18 |
| 26 |
CLARK FINANCIAL SERVICES GROUP INC /BD
2.45% of their portfolio |
CHESTERFIELD, MO |
35,41035.4k
$5.2m |
$5.2m |
2.45% |
Reduced
-113 |
-113 |
| 27 |
Drucker Wealth 3.0, LLC
0.82% of their portfolio |
WOODCLIFF LAKE, NJ |
35,24135.2k
$5.2m |
$5.2m |
0.82% |
Reduced
-1.4k |
-1,400 |
| 28 |
RWA WEALTH PARTNERS, LLC
0.05% of their portfolio |
BOSTON, MA |
33,90933.9k
$5.0m |
$5.0m |
0.05% |
Reduced
-270 |
-270 |
| 29 |
KEYBANK NATIONAL ASSOCIATION/OH
0.02% of their portfolio |
BROOKLYN, OH |
33,86033.9k
$5.0m |
$5.0m |
0.02% |
Added
+904 |
+904 |
| 30 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
33,83833.8k
$5.0m |
$5.0m |
0.02% |
Reduced
-30.6k |
-30,564 |
| 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
33,82533.8k
$4.9m |
$4.9m |
0.00% |
Added
+332 |
+332 |
| 32 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
31,62531.6k
$4.6m |
$4.6m |
0.00% |
Added
+385 |
+385 |
| 33 |
Kingsview Wealth Management, LLC
0.05% of their portfolio |
GRANTS PASS, OR |
30,32230.3k
$4.4m |
$4.4m |
0.05% |
Reduced
-51.3k |
-51,279 |
| 34 |
Allworth Financial LP
0.02% of their portfolio |
FOLSOM, CA |
30,24330.2k
$4.4m |
$4.4m |
0.02% |
Reduced
-2.0k |
-1,997 |
| 35 |
FRANKLIN RESOURCES INC
0.00% of their portfolio |
San Mateo, CA |
27,39427.4k
$4.0m |
$4.0m |
0.00% |
Unchanged |
|
| 36 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
26,76426.8k
$3.9m |
$3.9m |
0.00% |
Added
+9.7k |
+9,730 |
| 37 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
26,45126.5k
$3.9m |
$3.9m |
0.00% |
Reduced
-1.4k |
-1,443 |
| 38 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
23,74823.7k
$3.5m |
$3.5m |
0.01% |
Added
+8.9k |
+8,941 |
| 39 |
Mendel Capital Management LLC
1.49% of their portfolio |
LITTLE ROCK, AR |
22,61122.6k
$3.3m |
$3.3m |
1.49% |
Added
+290 |
+290 |
| 40 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
19,40219.4k
$2.8m |
$2.8m |
0.00% |
Added
+6 |
+6 |
| 41 |
SageView Advisory Group, LLC
0.09% of their portfolio |
Newport Beach, CA |
18,54618.5k
$2.7m |
$2.7m |
0.09% |
Reduced
-1.7k |
-1,746 |
| 42 |
Thrivent Financial for Lutherans
0.00% of their portfolio |
Minneapolis, MN |
17,57517.6k
$2.6m |
$2.6m |
0.00% |
Reduced
-87 |
-87 |
| 43 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
17,02017.0k
$2.5m |
$2.5m |
0.00% |
Added
+8.7k |
+8,677 |
| 44 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
15,90015.9k
$2.3m |
$2.3m |
0.01% |
Added
+219 |
+219 |
| 45 |
Goodman Financial Corp
0.33% of their portfolio |
HOUSTON, TX |
14,70614.7k
$2.2m |
$2.2m |
0.33% |
Added
+238 |
+238 |
| 46 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
14,30514.3k
$2.1m |
$2.1m |
0.00% |
Added
+5.1k |
+5,093 |
| 47 |
Veratis Advisors, Inc.
1.43% of their portfolio |
CARY, NC |
13,84613.8k
$2.0m |
$2.0m |
1.43% |
First filing |
|
| 48 |
CARY STREET PARTNERS FINANCIAL LLC
0.04% of their portfolio |
RICHMOND, VA |
13,72813.7k
$2.0m |
$2.0m |
0.04% |
Unchanged |
|
| 49 |
CENTAURUS FINANCIAL, INC.
0.08% of their portfolio |
ANAHEIM, CA |
13,48113.5k
$2.0m |
$2.0m |
0.08% |
Added
+213 |
+213 |
| 50 |
CIBC WORLD MARKET INC.
0.00% of their portfolio |
TORONTO, A6 |
13,46513.5k
$2.0m |
$2.0m |
0.00% |
Added
+63 |
+63 |
| 51 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
12,99813.0k
$1.9m |
$1.9m |
0.00% |
Added
+905 |
+905 |
| 52 |
Chicago Partners Investment Group LLC
0.04% of their portfolio |
CHICAGO, IL |
12,51112.5k
$1.8m |
$1.8m |
0.04% |
Unchanged |
|
| 53 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
12,40412.4k
$1.8m |
$1.8m |
0.00% |
Reduced
-4 |
-4 |
| 54 |
ES4, LLC
0.93% of their portfolio |
NEWPORT BEACH, CA |
12,07512.1k
$1.8m |
$1.8m |
0.93% |
Unchanged |
|
| 55 |
BLAIR WILLIAM & CO/IL
0.00% of their portfolio |
CHICAGO, IL |
11,86811.9k
$1.7m |
$1.7m |
0.00% |
Added
+19 |
+19 |
| 56 |
TWO SIGMA INVESTMENTS, LP
0.00% of their portfolio |
NEW YORK, NY |
11,80011.8k
$1.7m |
$1.7m |
0.00% |
New |
|
| 57 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
9,9019.9k
$1.4m |
$1.4m |
0.00% |
Reduced
-1.9k |
-1,865 |
| 58 |
MONTAG A & ASSOCIATES INC
0.06% of their portfolio |
ATLANTA, GA |
9,3429.3k
$1.4m |
$1.4m |
0.06% |
Reduced
-774 |
-774 |
| 59 |
Heritage Investment Group, Inc.
0.17% of their portfolio |
POMPANO BEACH, FL |
8,5028.5k
$1.2m |
$1.2m |
0.17% |
Unchanged |
|
| 60 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
8,1878.2k
$1.2m |
$1.2m |
0.00% |
Reduced
-2.5k |
-2,476 |
| 61 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
7,4877.5k
$1.1m |
$1.1m |
0.01% |
Unchanged |
|
| 62 |
CONNING INC.
0.03% of their portfolio |
HARTFORD, CT |
7,1427.1k
$1.0m |
$1.0m |
0.03% |
Reduced
-410 |
-410 |
| 63 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
6,9587.0k
$1.0m |
$1.0m |
0.00% |
Added
+3.5k |
+3,458 |
| 64 |
Embree Financial Group
0.10% of their portfolio |
Chicago, IL |
6,7016.7k
$980.3k |
$980.3k |
0.10% |
Unchanged |
|
| 65 |
COMMERCE BANK
0.00% of their portfolio |
KANSAS CITY, MO |
6,2266.2k
$910.9k |
$910.9k |
0.00% |
Reduced
-541 |
-541 |
| 66 |
Integrated Capital Management, LLC
0.31% of their portfolio |
BLOOMFIELD, MI |
5,9305.9k
$867.6k |
$867.6k |
0.31% |
Reduced
-63 |
-63 |
| 67 |
Round Rock Advisors LLC
0.11% of their portfolio |
WILTON, CT |
5,8205.8k
$851.5k |
$851.5k |
0.11% |
Reduced
-69 |
-69 |
| 68 |
Betterment LLC
0.00% of their portfolio |
NEW YORK, NY |
5,7925.8k
$847.0k |
$847.0k |
0.00% |
Reduced
-608 |
-608 |
| 69 |
CIBC Bancorp USA Inc.
0.00% of their portfolio |
CHICAGO, IL |
5,7185.7k
$836.5k |
$836.5k |
0.00% |
Unchanged |
|
| 70 |
Advisor Resource Council
0.26% of their portfolio |
DALLAS, TX |
5,4745.5k
$789.0k |
$789.0k |
0.26% |
Reduced
-31 |
-31 |
| 71 |
Tempo Wealth, LLC
0.12% of their portfolio |
INDEPENDENCE, OH |
5,4405.4k
$795.9k |
$795.9k |
0.12% |
Reduced
-34 |
-34 |
| 72 |
AQR CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
Greenwich, CT |
5,1775.2k
$757.3k |
$757.3k |
0.00% |
Added
+473 |
+473 |
| 73 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
5,0535.1k
$739.3k |
$739.3k |
0.00% |
Added
+102 |
+102 |
| 74 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
4,9955.0k
$709.6k |
$709.6k |
0.00% |
Added
+381 |
+381 |
| 75 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
4,9725.0k
$727.4k |
$727.4k |
0.00% |
Added
+117 |
+117 |
| 76 |
PFG Advisors
0.04% of their portfolio |
Phoenix, AZ |
4,8234.8k
$705.6k |
$705.6k |
0.04% |
Reduced
-234 |
-234 |
| 77 |
Equitable Holdings, Inc.
0.00% of their portfolio |
NEW YORK, NY |
4,7854.8k
$700.0k |
$700.0k |
0.00% |
Reduced
-3.2k |
-3,206 |
| 78 |
Hobart Private Capital, LLC
0.12% of their portfolio |
CHARLOTTE, NC |
4,7384.7k
$693.2k |
$693.2k |
0.12% |
Unchanged |
|
| 79 |
Rodgers & Associates, LTD
0.06% of their portfolio |
Lancaster, PA |
4,6714.7k
$683.4k |
$683.4k |
0.06% |
Added
+444 |
+444 |
| 80 |
Sequoia Financial Advisors, LLC
0.00% of their portfolio |
Akron, OH |
4,5764.6k
$669.5k |
$669.5k |
0.00% |
Reduced
-53 |
-53 |
| 81 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
4,4844.5k
$656.0k |
$656.0k |
0.00% |
Added
+117 |
+117 |
| 82 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
4,4014.4k
$643.9k |
$643.9k |
0.00% |
Reduced
-101 |
-101 |
| 83 |
Financial Security Advisor, Inc.
0.10% of their portfolio |
VIRGINIA BEACH, VA |
4,2154.2k
$616.7k |
$616.7k |
0.10% |
Unchanged |
|
| 84 |
AMERICAN FINANCIAL & TAX STRATEGIES INC
0.27% of their portfolio |
NEW YORK, NY |
4,0664.1k
$594.9k |
$594.9k |
0.27% |
Unchanged |
|
| 85 |
Meridian Wealth Management, LLC
0.02% of their portfolio |
LEXINGTON, KY |
4,0374.0k
$590.5k |
$590.5k |
0.02% |
Reduced
-41 |
-41 |
| 86 |
ENTREWEALTH, LLC
0.20% of their portfolio |
AUSTIN, TX |
3,8113.8k
$547.2k |
$547.2k |
0.20% |
Unchanged |
|
| 87 |
EP Wealth Advisors, LLC
0.00% of their portfolio |
TORRANCE, CA |
3,7843.8k
$553.6k |
$553.6k |
0.00% |
New |
|
| 88 |
Krilogy Financial LLC
0.02% of their portfolio |
ST. LOUIS, MO |
3,7293.7k
$545.6k |
$545.6k |
0.02% |
Added
+998 |
+998 |
| 89 |
Crusonia Wealth Advisors LLC
0.09% of their portfolio |
DENVER, CO |
3,6983.7k
$541.0k |
$541.0k |
0.09% |
Unchanged |
|
| 90 |
Pinnacle Financial Partners, Inc.
0.00% of their portfolio |
ATLANTA, GA |
3,6303.6k
$531.1k |
$531.1k |
0.00% |
New |
|
| 91 |
GHP Investment Advisors, Inc.
0.02% of their portfolio |
Denver, CO |
3,4473.4k
$504.3k |
$504.3k |
0.02% |
Unchanged |
|
| 92 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
3,4403.4k
$503.3k |
$503.3k |
0.00% |
Reduced
-6.1k |
-6,097 |
| 93 |
FWG Investments, LLC.
0.26% of their portfolio |
LEXINGTON, KY |
3,3823.4k
$494.8k |
$494.8k |
0.26% |
Added
+1.4k |
+1,351 |
| 94 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
3,3563.4k
$491.0k |
$491.0k |
0.00% |
Reduced
-4.3k |
-4,320 |
| 95 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
3,2513.3k
$475.6k |
$475.6k |
0.00% |
New |
|
| 96 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
3,1863.2k
$466.2k |
$466.2k |
0.00% |
Reduced
-824 |
-824 |
| 97 |
Atlanta Consulting Group Advisors, LLC
0.07% of their portfolio |
ATLANTA, GA |
3,1643.2k
$462.9k |
$462.9k |
0.07% |
Added
+1.4k |
+1,400 |
| 98 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
2,9813.0k
$436.1k |
$436.1k |
0.00% |
Reduced
-46 |
-46 |
| 99 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
2,8742.9k
$420.4k |
$420.4k |
0.00% |
Unchanged |
|
| 100 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
2,8372.8k
$415.0k |
$415.0k |
0.00% |
Added
+589 |
+589 |