| 1 |
MORGAN STANLEY
0.03% of their portfolio |
NEW YORK, NY |
5,320,7885.3m
$426.2m |
$426.2m |
0.03% |
Added
+566.0k |
+565,961 |
| 2 |
BANK OF AMERICA CORP /DE/
0.03% of their portfolio |
CHARLOTTE, NC |
4,532,0144.5m
$363.1m |
$363.1m |
0.03% |
Added
+574.0k |
+574,038 |
| 3 |
Orgel Wealth Management, LLC
4.88% of their portfolio |
ALTOONA, WI |
2,525,8602.5m
$202.3m |
$202.3m |
4.88% |
Reduced
-53.1k |
-53,136 |
| 4 |
ROYAL BANK OF CANADA
0.02% of their portfolio |
TORONTO, A6 |
2,509,3862.5m
$201.0m |
$201.0m |
0.02% |
Added
+1.4m |
+1,375,631 |
| 5 |
CAPTRUST FINANCIAL ADVISORS
0.41% of their portfolio |
RALEIGH, NC |
2,277,5092.3m
$182.5m |
$182.5m |
0.41% |
Added
+420.2k |
+420,173 |
| 6 |
WELLS FARGO & COMPANY/MN
0.03% of their portfolio |
SAN FRANCISCO, CA |
1,921,7481.9m
$154.0m |
$154.0m |
0.03% |
Added
+150.0k |
+149,993 |
| 7 |
ENVESTNET ASSET MANAGEMENT INC
0.04% of their portfolio |
Berwyn, PA |
1,905,0931.9m
$152.6m |
$152.6m |
0.04% |
Added
+159.1k |
+159,129 |
| 8 |
Proficio Capital Partners LLC
0.14% of their portfolio |
NEWTON, MA |
1,771,0031.8m
$2.2m |
$2.2m |
0.14% |
Added
+1.8m |
+1,766,003 |
| 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.13% of their portfolio |
Toronto, A6 |
1,769,0221.8m
$141.7m |
$141.7m |
0.13% |
Added
+28.0k |
+28,009 |
| 10 |
LPL Financial LLC
0.04% of their portfolio |
FORT MILL, SC |
1,648,5691.6m
$132.1m |
$132.1m |
0.04% |
Added
+175.7k |
+175,673 |
| 11 |
AMERIPRISE FINANCIAL INC
0.03% of their portfolio |
MINNEAPOLIS, MN |
1,629,9601.6m
$130.6m |
$130.6m |
0.03% |
Added
+275.9k |
+275,875 |
| 12 |
UBS Group AG
0.02% of their portfolio |
ZURICH, V8 |
1,302,4611.3m
$104.3m |
$104.3m |
0.02% |
Added
+151.9k |
+151,888 |
| 13 |
Confluence Wealth Services, Inc.
5.35% of their portfolio |
MCMURRAY, PA |
1,223,7441.2m
$98.0m |
$98.0m |
5.35% |
Added
+40.4k |
+40,351 |
| 14 |
JONES FINANCIAL COMPANIES LLLP
0.07% of their portfolio |
DES PERES, MO |
1,211,3471.2m
$96.7m |
$96.7m |
0.07% |
Added
+280.7k |
+280,679 |
| 15 |
RAYMOND JAMES FINANCIAL INC
0.02% of their portfolio |
ST. PETERSBURG, FL |
849,339849.3k
$68.0m |
$68.0m |
0.02% |
Added
+71.2k |
+71,231 |
| 16 |
Mariner, LLC
0.09% of their portfolio |
Overland Park, KS |
736,504736.5k
$59.0m |
$59.0m |
0.09% |
Added
+80.0k |
+80,048 |
| 17 |
HighTower Advisors, LLC
0.07% of their portfolio |
CHICAGO, IL |
686,061686.1k
$55.0m |
$55.0m |
0.07% |
Added
+77.0k |
+77,009 |
| 18 |
Creative Planning
0.05% of their portfolio |
OVERLAND PARK, KS |
674,293674.3k
$54.0m |
$54.0m |
0.05% |
Added
+3.3k |
+3,322 |
| 19 |
CWM, LLC
0.19% of their portfolio |
OMAHA, NE |
668,490668.5k
$53.6m |
$53.6m |
0.19% |
Reduced
-19.2k |
-19,227 |
| 20 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
514,455514.5k
$41.2m |
$41.2m |
0.00% |
Added
+98.4k |
+98,443 |
| 21 |
Equitable Holdings, Inc.
0.32% of their portfolio |
NEW YORK, NY |
478,945478.9k
$38.4m |
$38.4m |
0.32% |
Added
+30.9k |
+30,926 |
| 22 |
COMMONWEALTH EQUITY SERVICES, LLC
0.05% of their portfolio |
WALTHAM, MA |
457,003457.0k
$36.6m |
$36.6m |
0.05% |
Added
+44.8k |
+44,813 |
| 23 |
Summit Financial Wealth Advisors, LLC
6.56% of their portfolio |
Lafayette, LA |
456,280456.3k
$36.6m |
$36.6m |
6.56% |
Added
+26.3k |
+26,278 |
| 24 |
ASSETMARK, INC
0.08% of their portfolio |
CONCORD, CA |
411,662411.7k
$33.0m |
$33.0m |
0.08% |
Added
+20.1k |
+20,127 |
| 25 |
PNC Financial Services Group, Inc.
0.02% of their portfolio |
Pittsburgh, PA |
407,600407.6k
$32.7m |
$32.7m |
0.02% |
Added
+69.6k |
+69,635 |
| 26 |
Barry Investment Advisors, LLC
8.05% of their portfolio |
NEW BEDFORD, MA |
403,847403.8k
$32.4m |
$32.4m |
8.05% |
Added
+8.1k |
+8,085 |
| 27 |
Capital Advantage, Inc.
4.83% of their portfolio |
Walnut Creek, CA |
380,556380.6k
$30.5m |
$30.5m |
4.83% |
Added
+3.3k |
+3,335 |
| 28 |
Focus Partners Wealth
0.06% of their portfolio |
ST LOUIS, MO |
371,801371.8k
$29.8m |
$29.8m |
0.06% |
Reduced
-46.7k |
-46,718 |
| 29 |
FIRST HAWAIIAN BANK
4.00% of their portfolio |
HONOLULU, HI |
368,264368.3k
$29.5m |
$29.5m |
4.00% |
Reduced
-16.2k |
-16,228 |
| 30 |
Cetera Investment Advisers
0.04% of their portfolio |
SCHAUMBURG, IL |
320,647320.6k
$25.7m |
$25.7m |
0.04% |
Added
+33.6k |
+33,562 |
| 31 |
SEI INVESTMENTS CO
0.03% of their portfolio |
OAKS, PA |
316,681316.7k
$25.4m |
$25.4m |
0.03% |
Reduced
-3.6k |
-3,634 |
| 32 |
JANE STREET GROUP, LLC
0.04% of their portfolio |
NEW YORK, NY |
311,513311.5k
$25.0m |
$25.0m |
0.04% |
Reduced
-325.5k |
-325,474 |
| 33 |
Arlington Trust Co LLC
4.76% of their portfolio |
BIRMINGHAM, AL |
304,237304.2k
$24.4m |
$24.4m |
4.76% |
Reduced
-6.8k |
-6,823 |
| 34 |
Hamilton Wealth, LLC
5.31% of their portfolio |
LOS ANGELES, CA |
296,533296.5k
$23.8m |
$23.8m |
5.31% |
New |
|
| 35 |
MERCER GLOBAL ADVISORS INC /ADV
0.05% of their portfolio |
DENVER, CO |
294,867294.9k
$23.8m |
$23.8m |
0.05% |
Reduced
-20.7k |
-20,734 |
| 36 |
OSAIC HOLDINGS, INC.
0.04% of their portfolio |
SCOTTSDALE, AZ |
291,441291.4k
$23.2m |
$23.2m |
0.04% |
Added
+55.1k |
+55,120 |
| 37 |
SWAN Capital LLC
9.79% of their portfolio |
PENSACOLA, FL |
281,261281.3k
$22.5m |
$22.5m |
9.79% |
Added
+41.7k |
+41,675 |
| 38 |
BANK OF HAWAII
1.18% of their portfolio |
HONOLULU, HI |
279,490279.5k
$22.4m |
$22.4m |
1.18% |
Reduced
-83.0k |
-83,034 |
| 39 |
Janney Montgomery Scott LLC
0.06% of their portfolio |
PHILADELPHIA, PA |
272,521272.5k
$21.8m |
$21.8m |
0.06% |
Added
+22.4k |
+22,415 |
| 40 |
Baird Financial Group, Inc.
0.04% of their portfolio |
MILWAUKEE, WI |
264,200264.2k
$21.2m |
$21.2m |
0.04% |
Added
+9.6k |
+9,609 |
| 41 |
BURNS J W & CO INC/NY
2.56% of their portfolio |
DEWITT, NY |
263,342263.3k
$21.1m |
$21.1m |
2.56% |
Added
+47.6k |
+47,612 |
| 42 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.46% of their portfolio |
LOS ANGELES, CA |
251,790251.8k
$20.2m |
$20.2m |
0.46% |
Reduced
-23.5k |
-23,472 |
| 43 |
Main Line Retirement Advisors, LLC
11.40% of their portfolio |
WHITEFISH, MT |
249,878249.9k
$20.0m |
$20.0m |
11.40% |
Added
+16.3k |
+16,260 |
| 44 |
Vestmark Advisory Solutions, Inc.
0.28% of their portfolio |
Wakefield, MA |
243,960244.0k
$19.5m |
$19.5m |
0.28% |
Added
+134.7k |
+134,668 |
| 45 |
Strategic Point Investment Advisors, LLC
3.01% of their portfolio |
PROVIDENCE, RI |
243,792243.8k
$19.5m |
$19.5m |
3.01% |
Added
+1.7k |
+1,714 |
| 46 |
American Investment Services, Inc.
4.95% of their portfolio |
GREAT BARRINGTON, MA |
241,858241.9k
$19.4m |
$19.4m |
4.95% |
Reduced
-5.0k |
-5,000 |
| 47 |
LS Investment Advisors, LLC
2.71% of their portfolio |
Bloomfield Hills, MI |
231,341231.3k
$18.5m |
$18.5m |
2.71% |
Added
+20.6k |
+20,574 |
| 48 |
TRUIST FINANCIAL CORP
0.03% of their portfolio |
CHARLOTTE, NC |
226,906226.9k
$18.2m |
$18.2m |
0.03% |
Reduced
-6.1k |
-6,124 |
| 49 |
MACKENZIE FINANCIAL CORP
0.02% of their portfolio |
TORONTO ONTARIO, A6 |
225,478225.5k
$18.1m |
$18.1m |
0.02% |
Added
+39.9k |
+39,872 |
| 50 |
Ackerman Capital Advisors, LLC
4.09% of their portfolio |
DALLAS, TX |
220,024220.0k
$17.6m |
$17.6m |
4.09% |
Added
+58.8k |
+58,802 |
| 51 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
217,160217.2k
$17.4m |
$17.4m |
0.02% |
Added
+112.5k |
+112,483 |
| 52 |
Capital Investment Advisors, LLC
0.30% of their portfolio |
ATLANTA, GA |
212,045212.0k
$17.2m |
$17.2m |
0.30% |
Reduced
-8.7k |
-8,652 |
| 53 |
Pathstone Holdings, LLC
0.07% of their portfolio |
ENGLEWOOD, NJ |
207,580207.6k
$16.6m |
$16.6m |
0.07% |
Added
+49 |
+49 |
| 54 |
AAF Wealth Management, LLC
7.56% of their portfolio |
WESTBOROUGH, MA |
207,226207.2k
$16.6m |
$16.6m |
7.56% |
Added
+24.0k |
+24,034 |
| 55 |
KWMG, LLC
1.52% of their portfolio |
OVERLAND PARK, KS |
202,435202.4k
$16.2m |
$16.2m |
1.52% |
Added
+124 |
+124 |
| 56 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
195,629195.6k
$15.7m |
$15.7m |
0.02% |
Added
+14.1k |
+14,143 |
| 57 |
Procyon Advisors, LLC
1.35% of their portfolio |
SHELTON, CT |
178,108178.1k
$14.3m |
$14.3m |
1.35% |
Reduced
-8.5k |
-8,540 |
| 58 |
MML INVESTORS SERVICES, LLC
0.04% of their portfolio |
SPRINGFIELD, MA |
176,310176.3k
$14.1m |
$14.1m |
0.04% |
Added
+42.4k |
+42,384 |
| 59 |
Human Investing LLC
2.19% of their portfolio |
LAKE OSWEGO, OR |
173,234173.2k
$13.9m |
$13.9m |
2.19% |
Reduced
-864 |
-864 |
| 60 |
OLD MISSION CAPITAL LLC
0.37% of their portfolio |
CHICAGO, IL |
172,777172.8k
$13.8m |
$13.8m |
0.37% |
Added
+15.2k |
+15,198 |
| 61 |
Tull Financial Group, Inc.
6.19% of their portfolio |
CHESAPEAKE, VA |
169,725169.7k
$13.6m |
$13.6m |
6.19% |
Added
+6.0k |
+5,978 |
| 62 |
New England Private Wealth Advisors LLC
1.96% of their portfolio |
WELLESLEY, MA |
165,985166.0k
$13.4m |
$13.4m |
1.96% |
Added
+6.6k |
+6,569 |
| 63 |
Cambridge Investment Research Advisors, Inc.
0.04% of their portfolio |
FAIRFIELD, IA |
161,371161.4k
$12.9m |
$12.9m |
0.04% |
Added
+20.1k |
+20,079 |
| 64 |
Arkos Global Advisors
1.76% of their portfolio |
HOUSTON, TX |
158,525158.5k
$12.7m |
$12.7m |
1.76% |
Reduced
-6.1k |
-6,123 |
| 65 |
Roble, Belko & Company, Inc
1.84% of their portfolio |
SEWICKLEY, PA |
158,110158.1k
$12.7m |
$12.7m |
1.84% |
Reduced
-151.7k |
-151,666 |
| 66 |
Meeder Advisory Services, Inc.
0.65% of their portfolio |
DUBLIN, OH |
157,709157.7k
$12.6m |
$12.6m |
0.65% |
Added
+8.2k |
+8,152 |
| 67 |
RTD Financial Advisors, Inc.
1.59% of their portfolio |
Philadelphia, PA |
155,010155.0k
$12.4m |
$12.4m |
1.59% |
Reduced
-1.6k |
-1,597 |
| 68 |
CITIGROUP INC
0.01% of their portfolio |
NEW YORK, NY |
154,330154.3k
$12.4m |
$12.4m |
0.01% |
Added
+7.5k |
+7,472 |
| 69 |
Prentice Wealth Management LLC
3.24% of their portfolio |
Rochester, NY |
154,096154.1k
$12.3m |
$12.3m |
3.24% |
Reduced
-1.2k |
-1,180 |
| 70 |
Unison Advisors LLC
1.37% of their portfolio |
PROVIDENCE, RI |
153,315153.3k
$12.3m |
$12.3m |
1.37% |
Reduced
-540 |
-540 |
| 71 |
AVANTAX ADVISORY SERVICES, INC.
0.07% of their portfolio |
DALLAS, TX |
150,724150.7k
$12.1m |
$12.1m |
0.07% |
Added
+3.5k |
+3,510 |
| 72 |
Family Investment Center, Inc.
2.72% of their portfolio |
Saint Joseph, MO |
149,636149.6k
$12.0m |
$12.0m |
2.72% |
Reduced
-2.4k |
-2,428 |
| 73 |
REGIMEN WEALTH, LLC
3.68% of their portfolio |
ATLANTA, GA |
147,985148.0k
$11.9m |
$11.9m |
3.68% |
Reduced
-14.6k |
-14,603 |
| 74 |
Pinnacle Financial Group, LLC / IL
3.90% of their portfolio |
WESTERN SPRINGS, IL |
145,616145.6k
$11.7m |
$11.7m |
3.90% |
Added
+4.7k |
+4,688 |
| 75 |
TOCQUEVILLE ASSET MANAGEMENT L.P.
0.18% of their portfolio |
New York, NY |
144,311144.3k
$11.6m |
$11.6m |
0.18% |
Added
+3.8k |
+3,787 |
| 76 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
140,915140.9k
$11.3m |
$11.3m |
0.01% |
Added
+10.7k |
+10,718 |
| 77 |
Integrated Advisors Network LLC
0.51% of their portfolio |
DALLAS, TX |
139,631139.6k
$11.2m |
$11.2m |
0.51% |
Reduced
-12.4k |
-12,445 |
| 78 |
STEPHENS INC /AR/
0.15% of their portfolio |
LITTLE ROCK, AR |
135,239135.2k
$10.8m |
$10.8m |
0.15% |
Reduced
-3.0k |
-2,950 |
| 79 |
EQUITABLE TRUST CO
0.52% of their portfolio |
NASHVILLE, TN |
131,262131.3k
$10.5m |
$10.5m |
0.52% |
Added
+985 |
+985 |
| 80 |
Capital Advisors Wealth Management, LLC
1.64% of their portfolio |
YAKIMA, WA |
129,985130.0k
$10.4m |
$10.4m |
1.64% |
Added
+12.4k |
+12,434 |
| 81 |
Wedmont Private Capital
0.45% of their portfolio |
WEST CHESTER, PA |
129,920129.9k
$10.5m |
$10.5m |
0.45% |
Added
+1.8k |
+1,787 |
| 82 |
Envestnet Portfolio Solutions, Inc.
0.04% of their portfolio |
BERWYN, PA |
129,708129.7k
$10.4m |
$10.4m |
0.04% |
Reduced
-13.9k |
-13,855 |
| 83 |
Sanctuary Advisors, LLC
0.06% of their portfolio |
INDIANAPOLIS, IN |
129,069129.1k
$10.3m |
$10.3m |
0.06% |
Added
+8.5k |
+8,510 |
| 84 |
Atria Investments, Inc
0.12% of their portfolio |
Charlotte, NC |
127,526127.5k
$10.2m |
$10.2m |
0.12% |
Added
+4.2k |
+4,201 |
| 85 |
Cedar Mountain Advisors, LLC
2.09% of their portfolio |
LAKE OSWEGO, OR |
125,710125.7k
$10.1m |
$10.1m |
2.09% |
Added
+3.4k |
+3,387 |
| 86 |
NewEdge Advisors, LLC
0.05% of their portfolio |
NEW ORLEANS, LA |
121,329121.3k
$9.7m |
$9.7m |
0.05% |
Added
+7.6k |
+7,577 |
| 87 |
CROBAN
8.28% of their portfolio |
FREMONT, OH |
120,943120.9k
$9.7m |
$9.7m |
8.28% |
Reduced
-734 |
-734 |
| 88 |
Regal Investment Advisors LLC
0.72% of their portfolio |
KENTWOOD, MI |
120,133120.1k
$9.6m |
$9.6m |
0.72% |
Added
+2.9k |
+2,863 |
| 89 |
Financial Perspectives, Inc
2.91% of their portfolio |
MINNEAPOLIS, MN |
120,120120.1k
$9.6m |
$9.6m |
2.91% |
Added
+11.7k |
+11,710 |
| 90 |
Kraft, Davis & Associates, LLC
2.65% of their portfolio |
St. Louis, MO |
119,037119.0k
$9.6m |
$9.6m |
2.65% |
Added
+27.6k |
+27,558 |
| 91 |
Buska Wealth Management, LLC
2.57% of their portfolio |
WAUSAU, WI |
117,492117.5k
$9.4m |
$9.4m |
2.57% |
Added
+97.5k |
+97,497 |
| 92 |
Drucker Wealth 3.0, LLC
1.83% of their portfolio |
WOODCLIFF LAKE, NJ |
117,217117.2k
$9.5m |
$9.5m |
1.83% |
Added
+5.9k |
+5,854 |
| 93 |
MGO ONE SEVEN LLC
0.30% of their portfolio |
Beachwood, OH |
117,089117.1k
$9.4m |
$9.4m |
0.30% |
Reduced
-2.7k |
-2,719 |
| 94 |
Private Advisor Group, LLC
0.05% of their portfolio |
MORRISTOWN, NJ |
116,625116.6k
$9.3m |
$9.3m |
0.05% |
Added
+77.4k |
+77,358 |
| 95 |
Lumbard & Kellner, LLC
3.96% of their portfolio |
HOLLIS, NH |
113,545113.5k
$9.1m |
$9.1m |
3.96% |
Reduced
-1.3k |
-1,341 |
| 96 |
Fiduciary Trust Co
0.11% of their portfolio |
Boston, MA |
113,353113.4k
$9.1m |
$9.1m |
0.11% |
Reduced
-24 |
-24 |
| 97 |
Guardian Financial Partners, LLC
3.88% of their portfolio |
ORANGE, CA |
107,829107.8k
$8.6m |
$8.6m |
3.88% |
Added
+3.9k |
+3,912 |
| 98 |
REBALANCE, LLC
0.58% of their portfolio |
PALO ALTO, CA |
106,904106.9k
$8.6m |
$8.6m |
0.58% |
Reduced
-31.2k |
-31,221 |
| 99 |
HUB Investment Partners, LLC
0.29% of their portfolio |
AUSTIN, TX |
104,851104.9k
$8.4m |
$8.4m |
0.29% |
Reduced
-2.8k |
-2,843 |
| 100 |
Kingsview Wealth Management, LLC
0.14% of their portfolio |
GRANTS PASS, OR |
103,719103.7k
$8.3m |
$8.3m |
0.14% |
Added
+68.6k |
+68,603 |