| 1 |
MORGAN STANLEY
0.03% of their portfolio |
NEW YORK, NY |
6,660,7006.7m
$654.1m |
$654.1m |
0.03% |
Added
+224.7k |
+224,673 |
| 2 |
BANK OF AMERICA CORP /DE/
0.04% of their portfolio |
CHARLOTTE, NC |
6,351,6296.4m
$623.7m |
$623.7m |
0.04% |
Added
+178.4k |
+178,371 |
| 3 |
UBS Group AG
0.07% of their portfolio |
ZURICH, V8 |
4,269,5274.3m
$419.3m |
$419.3m |
0.07% |
Added
+822.3k |
+822,258 |
| 4 |
Orgel Wealth Management, LLC
5.75% of their portfolio |
ALTOONA, WI |
3,084,9643.1m
$302.9m |
$302.9m |
5.75% |
Added
+20.6k |
+20,552 |
| 5 |
LPL Financial LLC
0.06% of their portfolio |
FORT MILL, SC |
2,888,3142.9m
$283.6m |
$283.6m |
0.06% |
Added
+381.9k |
+381,941 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.06% of their portfolio |
Berwyn, PA |
2,800,9242.8m
$275.1m |
$275.1m |
0.06% |
Added
+505.7k |
+505,706 |
| 7 |
JONES FINANCIAL COMPANIES LLLP
0.11% of their portfolio |
DES PERES, MO |
2,797,4712.8m
$273.6m |
$273.6m |
0.11% |
Added
+604.4k |
+604,353 |
| 8 |
WELLS FARGO & COMPANY/MN
0.04% of their portfolio |
SAN FRANCISCO, CA |
2,491,7712.5m
$244.7m |
$244.7m |
0.04% |
Added
+123.1k |
+123,076 |
| 9 |
AMERIPRISE FINANCIAL INC
0.05% of their portfolio |
MINNEAPOLIS, MN |
2,335,8892.3m
$229.3m |
$229.3m |
0.05% |
Added
+8.6k |
+8,641 |
| 10 |
ROYAL BANK OF CANADA
0.03% of their portfolio |
TORONTO, A6 |
1,983,4512.0m
$194.8m |
$194.8m |
0.03% |
Added
+143.5k |
+143,539 |
| 11 |
CAPTRUST FINANCIAL ADVISORS
0.27% of their portfolio |
RALEIGH, NC |
1,813,4671.8m
$178.1m |
$178.1m |
0.27% |
Reduced
-842.6k |
-842,560 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.05% of their portfolio |
ST. PETERSBURG, FL |
1,709,2211.7m
$167.8m |
$167.8m |
0.05% |
Added
+215.8k |
+215,784 |
| 13 |
Confluence Wealth Services, Inc.
4.30% of their portfolio |
MCMURRAY, PA |
1,530,5071.5m
$150.3m |
$150.3m |
4.30% |
Added
+173.3k |
+173,327 |
| 14 |
Mariner, LLC
0.10% of their portfolio |
Overland Park, KS |
962,375962.4k
$94.5m |
$94.5m |
0.10% |
Added
+3.0k |
+2,992 |
| 15 |
HighTower Advisors, LLC
0.08% of their portfolio |
CHICAGO, IL |
854,674854.7k
$83.9m |
$83.9m |
0.08% |
Added
+50.0k |
+50,011 |
| 16 |
Creative Planning
0.04% of their portfolio |
OVERLAND PARK, KS |
721,215721.2k
$70.8m |
$70.8m |
0.04% |
Added
+16.9k |
+16,937 |
| 17 |
Cetera Investment Advisers
0.06% of their portfolio |
SCHAUMBURG, IL |
675,900675.9k
$66.4m |
$66.4m |
0.06% |
Added
+38.7k |
+38,714 |
| 18 |
Summit Financial Wealth Advisors, LLC
8.42% of their portfolio |
Lafayette, LA |
670,311670.3k
$65.8m |
$65.8m |
8.42% |
Added
+32.6k |
+32,611 |
| 19 |
PNC Financial Services Group, Inc.
0.03% of their portfolio |
Pittsburgh, PA |
653,380653.4k
$64.2m |
$64.2m |
0.03% |
Added
+56.5k |
+56,459 |
| 20 |
Equitable Holdings, Inc.
0.36% of their portfolio |
NEW YORK, NY |
622,475622.5k
$61.1m |
$61.1m |
0.36% |
Added
+22.0k |
+22,021 |
| 21 |
FOSTER & MOTLEY INC
2.77% of their portfolio |
CINCINNATI, OH |
613,923613.9k
$60.3m |
$60.3m |
2.77% |
New |
|
| 22 |
Cambridge Investment Research Advisors, Inc.
0.07% of their portfolio |
FAIRFIELD, IA |
593,632593.6k
$58.3m |
$58.3m |
0.07% |
Added
+311.5k |
+311,543 |
| 23 |
OSAIC HOLDINGS, INC.
0.07% of their portfolio |
SCOTTSDALE, AZ |
568,850568.9k
$55.9m |
$55.9m |
0.07% |
Added
+81.0k |
+80,993 |
| 24 |
COMMONWEALTH EQUITY SERVICES, LLC
0.06% of their portfolio |
WALTHAM, MA |
478,114478.1k
$47.0m |
$47.0m |
0.06% |
Reduced
-78.1k |
-78,114 |
| 25 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
477,136477.1k
$46.9m |
$46.9m |
0.00% |
Added
+11.1k |
+11,094 |
| 26 |
Hilton Capital Management, LLC
3.13% of their portfolio |
Garden City, NY |
467,617467.6k
$45.9m |
$45.9m |
3.13% |
New |
|
| 27 |
MERCER GLOBAL ADVISORS INC /ADV
0.06% of their portfolio |
DENVER, CO |
458,817458.8k
$45.1m |
$45.1m |
0.06% |
Added
+97.5k |
+97,526 |
| 28 |
TRUIST FINANCIAL CORP
0.05% of their portfolio |
CHARLOTTE, NC |
428,595428.6k
$42.1m |
$42.1m |
0.05% |
Added
+173.0k |
+173,016 |
| 29 |
Barry Investment Advisors, LLC
8.74% of their portfolio |
NEW BEDFORD, MA |
425,601425.6k
$41.8m |
$41.8m |
8.74% |
Added
+13.3k |
+13,317 |
| 30 |
Capital Advantage, Inc.
4.98% of their portfolio |
Walnut Creek, CA |
415,485415.5k
$40.8m |
$40.8m |
4.98% |
Added
+1.3k |
+1,320 |
| 31 |
Focus Partners Wealth
0.04% of their portfolio |
ST LOUIS, MO |
377,479377.5k
$37.1m |
$37.1m |
0.04% |
Reduced
-3.2k |
-3,181 |
| 32 |
LS Investment Advisors, LLC
4.93% of their portfolio |
Bloomfield Hills, MI |
370,210370.2k
$36.4m |
$36.4m |
4.93% |
Reduced
-51.2k |
-51,170 |
| 33 |
Janney Montgomery Scott LLC
0.07% of their portfolio |
PHILADELPHIA, PA |
368,566368.6k
$36.2m |
$36.2m |
0.07% |
Added
+69.3k |
+69,275 |
| 34 |
SEI INVESTMENTS CO
0.03% of their portfolio |
OAKS, PA |
352,577352.6k
$34.6m |
$34.6m |
0.03% |
Added
+11.2k |
+11,161 |
| 35 |
MML INVESTORS SERVICES, LLC
0.07% of their portfolio |
SPRINGFIELD, MA |
345,385345.4k
$33.9m |
$33.9m |
0.07% |
Added
+110.2k |
+110,203 |
| 36 |
BURNS J W & CO INC/NY
3.43% of their portfolio |
DEWITT, NY |
334,655334.7k
$32.9m |
$32.9m |
3.43% |
Added
+809 |
+809 |
| 37 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
0.02% of their portfolio |
BLOOMINGTON, IL |
328,775328.8k
$32.3m |
$32.3m |
0.02% |
Added
+74.4k |
+74,366 |
| 38 |
Hamilton Wealth, LLC
5.68% of their portfolio |
LOS ANGELES, CA |
315,871315.9k
$31.0m |
$31.0m |
5.68% |
Reduced
-6.2k |
-6,150 |
| 39 |
ASSETMARK, INC
0.05% of their portfolio |
CONCORD, CA |
312,298312.3k
$30.7m |
$30.7m |
0.05% |
Reduced
-85.4k |
-85,352 |
| 40 |
FIRST HAWAIIAN BANK
3.79% of their portfolio |
HONOLULU, HI |
304,625304.6k
$29.9m |
$29.9m |
3.79% |
Reduced
-7.5k |
-7,484 |
| 41 |
NorthRock Partners, LLC
0.43% of their portfolio |
MINNEAPOLIS, MN |
299,797299.8k
$29.4m |
$29.4m |
0.43% |
Reduced
-23.7k |
-23,747 |
| 42 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
290,148290.1k
$28.5m |
$28.5m |
0.02% |
Added
+31.9k |
+31,946 |
| 43 |
Baird Financial Group, Inc.
0.04% of their portfolio |
MILWAUKEE, WI |
288,795288.8k
$28.4m |
$28.4m |
0.04% |
Added
+5.1k |
+5,130 |
| 44 |
Beacon Pointe Advisors, LLC
0.13% of their portfolio |
NEWPORT BEACH, CA |
286,697286.7k
$28.2m |
$28.2m |
0.13% |
Added
+40.4k |
+40,401 |
| 45 |
BANK OF HAWAII
1.38% of their portfolio |
HONOLULU, HI |
284,828284.8k
$28.0m |
$28.0m |
1.38% |
Added
+7.0k |
+7,036 |
| 46 |
SWAN Capital LLC
9.53% of their portfolio |
PENSACOLA, FL |
283,514283.5k
$27.8m |
$27.8m |
9.53% |
Added
+837 |
+837 |
| 47 |
Strategic Point Investment Advisors, LLC
3.25% of their portfolio |
PROVIDENCE, RI |
253,656253.7k
$24.9m |
$24.9m |
3.25% |
Added
+3.0k |
+3,005 |
| 48 |
Main Line Retirement Advisors, LLC
11.12% of their portfolio |
WHITEFISH, MT |
247,065247.1k
$24.3m |
$24.3m |
11.12% |
Reduced
-4.5k |
-4,521 |
| 49 |
AAF Wealth Management, LLC
8.74% of their portfolio |
WESTBOROUGH, MA |
241,414241.4k
$23.7m |
$23.7m |
8.74% |
Reduced
-127 |
-127 |
| 50 |
New England Private Wealth Advisors LLC
2.37% of their portfolio |
WELLESLEY, MA |
241,179241.2k
$24.5m |
$24.5m |
2.37% |
Added
+22.8k |
+22,827 |
| 51 |
Joel Isaacson & Co., LLC
0.66% of their portfolio |
NEW YORK, NY |
233,051233.1k
$22.9m |
$22.9m |
0.66% |
Added
+43.9k |
+43,881 |
| 52 |
Corient Private Wealth LP
0.03% of their portfolio |
MIAMI, FL |
227,366227.4k
$22.3m |
$22.3m |
0.03% |
Added
+160.3k |
+160,283 |
| 53 |
CITIGROUP INC
0.01% of their portfolio |
NEW YORK, NY |
222,710222.7k
$21.9m |
$21.9m |
0.01% |
Added
+21.2k |
+21,186 |
| 54 |
KWMG, LLC
1.57% of their portfolio |
OVERLAND PARK, KS |
221,556221.6k
$21.8m |
$21.8m |
1.57% |
Added
+6.9k |
+6,884 |
| 55 |
Pathstone Holdings, LLC
0.06% of their portfolio |
ENGLEWOOD, NJ |
214,812214.8k
$21.1m |
$21.1m |
0.06% |
Added
+7.1k |
+7,100 |
| 56 |
Rockefeller Capital Management L.P.
0.03% of their portfolio |
NEW YORK, NY |
213,770213.8k
$21.0m |
$21.0m |
0.03% |
Added
+30.4k |
+30,440 |
| 57 |
Ackerman Capital Advisors, LLC
4.16% of their portfolio |
DALLAS, TX |
209,764209.8k
$20.6m |
$20.6m |
4.16% |
Reduced
-39.0k |
-39,018 |
| 58 |
American Investment Services, Inc.
4.29% of their portfolio |
GREAT BARRINGTON, MA |
206,897206.9k
$20.3m |
$20.3m |
4.29% |
Reduced
-10.4k |
-10,447 |
| 59 |
Waverly Advisors, LLC
0.11% of their portfolio |
BIRMINGHAM, AL |
200,019200.0k
$19.6m |
$19.6m |
0.11% |
Added
+16.5k |
+16,451 |
| 60 |
Capital Investment Advisors, LLC
0.25% of their portfolio |
ATLANTA, GA |
192,187192.2k
$18.9m |
$18.9m |
0.25% |
Added
+128 |
+128 |
| 61 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.33% of their portfolio |
LOS ANGELES, CA |
189,310189.3k
$18.6m |
$18.6m |
0.33% |
Reduced
-54.9k |
-54,943 |
| 62 |
Vanguard National Trust Co
1.01% of their portfolio |
MALVERN, PA |
188,025188.0k
$18.5m |
$18.5m |
1.01% |
Added
+55.4k |
+55,435 |
| 63 |
Tull Financial Group, Inc.
7.12% of their portfolio |
CHESAPEAKE, VA |
185,302185.3k
$18.2m |
$18.2m |
7.12% |
Added
+6.3k |
+6,286 |
| 64 |
NATIXIS ADVISORS, LLC
0.02% of their portfolio |
Boston, MA |
180,311180.3k
$17.7m |
$17.7m |
0.02% |
Added
+48.8k |
+48,760 |
| 65 |
Clarity Wealth Advisors, LLC
3.09% of their portfolio |
SAN JOSE, CA |
178,258178.3k
$17.5m |
$17.5m |
3.09% |
Added
+16.2k |
+16,191 |
| 66 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
177,024177.0k
$17.4m |
$17.4m |
0.01% |
Added
+15.4k |
+15,426 |
| 67 |
Arkos Global Advisors
2.04% of their portfolio |
HOUSTON, TX |
175,499175.5k
$17.2m |
$17.2m |
2.04% |
Added
+3.4k |
+3,446 |
| 68 |
Kingsview Wealth Management, LLC
0.21% of their portfolio |
GRANTS PASS, OR |
172,421172.4k
$16.9m |
$16.9m |
0.21% |
Added
+96.3k |
+96,308 |
| 69 |
Capital Advisors Wealth Management, LLC
1.94% of their portfolio |
YAKIMA, WA |
168,070168.1k
$16.5m |
$16.5m |
1.94% |
Added
+3.8k |
+3,842 |
| 70 |
Meeder Advisory Services, Inc.
0.60% of their portfolio |
DUBLIN, OH |
167,842167.8k
$16.5m |
$16.5m |
0.60% |
Reduced
-11.7k |
-11,691 |
| 71 |
Pinnacle Financial Group, LLC / IL
3.96% of their portfolio |
WESTERN SPRINGS, IL |
165,256165.3k
$16.2m |
$16.2m |
3.96% |
Added
+5.7k |
+5,687 |
| 72 |
Gotham Asset Management, LLC
0.04% of their portfolio |
NEW YORK, NY |
163,055163.1k
$16.0m |
$16.0m |
0.04% |
Added
+1.6k |
+1,559 |
| 73 |
Cerity Partners LLC
0.02% of their portfolio |
NEW YORK, NY |
161,663161.7k
$15.9m |
$15.9m |
0.02% |
Added
+8.7k |
+8,731 |
| 74 |
SEGALL BRYANT & HAMILL, LLC
0.19% of their portfolio |
CHICAGO, IL |
160,656160.7k
$15.8m |
$15.8m |
0.19% |
Reduced
-11.8k |
-11,844 |
| 75 |
Envestnet Portfolio Solutions, Inc.
0.08% of their portfolio |
BERWYN, PA |
160,564160.6k
$15.8m |
$15.8m |
0.08% |
Added
+27.8k |
+27,824 |
| 76 |
Kestra Advisory Services, LLC
0.05% of their portfolio |
AUSTIN, TX |
160,130160.1k
$15.7m |
$15.7m |
0.05% |
Added
+52.3k |
+52,318 |
| 77 |
Moran Wealth Management, LLC
0.42% of their portfolio |
NAPLES, FL |
158,397158.4k
$15.6m |
$15.6m |
0.42% |
Added
+25.6k |
+25,563 |
| 78 |
Human Investing LLC
2.01% of their portfolio |
LAKE OSWEGO, OR |
157,495157.5k
$15.5m |
$15.5m |
2.01% |
Reduced
-1.1k |
-1,089 |
| 79 |
TOCQUEVILLE ASSET MANAGEMENT L.P.
0.20% of their portfolio |
New York, NY |
153,037153.0k
$15.0m |
$15.0m |
0.20% |
Added
+2.3k |
+2,283 |
| 80 |
COURIER CAPITAL LLC
0.75% of their portfolio |
BUFFALO, NY |
152,168152.2k
$14.9m |
$14.9m |
0.75% |
Added
+20.8k |
+20,823 |
| 81 |
WEST BANCORPORATION INC
6.20% of their portfolio |
WEST DES MOINES, IA |
147,657147.7k
$14.5m |
$14.5m |
6.20% |
Added
+14.4k |
+14,416 |
| 82 |
Regal Investment Advisors LLC
0.75% of their portfolio |
KENTWOOD, MI |
146,556146.6k
$14.4m |
$14.4m |
0.75% |
Reduced
-5.3k |
-5,314 |
| 83 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% of their portfolio |
NEW YORK, NY |
145,328145.3k
$14.3m |
$14.3m |
0.00% |
Reduced
-2.6k |
-2,611 |
| 84 |
Prentice Wealth Management LLC
2.92% of their portfolio |
Rochester, NY |
144,123144.1k
$14.2m |
$14.2m |
2.92% |
Added
+4.6k |
+4,611 |
| 85 |
REGIMEN WEALTH, LLC
3.80% of their portfolio |
ATLANTA, GA |
143,731143.7k
$14.1m |
$14.1m |
3.80% |
Added
+3.6k |
+3,638 |
| 86 |
Financial Perspectives, Inc
3.43% of their portfolio |
MINNEAPOLIS, MN |
143,597143.6k
$14.1m |
$14.1m |
3.43% |
Added
+5.9k |
+5,899 |
| 87 |
Buska Wealth Management, LLC
5.05% of their portfolio |
WAUSAU, WI |
142,542142.5k
$14.0m |
$14.0m |
5.05% |
Added
+28.9k |
+28,889 |
| 88 |
Procyon Advisors, LLC
0.60% of their portfolio |
SHELTON, CT |
141,832141.8k
$13.9m |
$13.9m |
0.60% |
Reduced
-6.4k |
-6,430 |
| 89 |
Sanctuary Advisors, LLC
0.06% of their portfolio |
INDIANAPOLIS, IN |
141,191141.2k
$13.9m |
$13.9m |
0.06% |
Added
+3.1k |
+3,122 |
| 90 |
Cedar Mountain Advisors, LLC
2.38% of their portfolio |
LAKE OSWEGO, OR |
140,798140.8k
$13.8m |
$13.8m |
2.38% |
Added
+2.2k |
+2,156 |
| 91 |
Family Investment Center, Inc.
2.28% of their portfolio |
Saint Joseph, MO |
139,946139.9k
$13.7m |
$13.7m |
2.28% |
Reduced
-1.8k |
-1,792 |
| 92 |
Wedmont Private Capital
0.38% of their portfolio |
WEST CHESTER, PA |
138,786138.8k
$14.0m |
$14.0m |
0.38% |
Added
+750 |
+750 |
| 93 |
Orion Porfolio Solutions, LLC
0.10% of their portfolio |
OMAHA, NE |
138,316138.3k
$13.6m |
$13.6m |
0.10% |
Added
+62.6k |
+62,584 |
| 94 |
NewEdge Advisors, LLC
0.04% of their portfolio |
NEW ORLEANS, LA |
137,666137.7k
$13.5m |
$13.5m |
0.04% |
Added
+5.9k |
+5,944 |
| 95 |
Kraft, Davis & Associates, LLC
2.85% of their portfolio |
St. Louis, MO |
137,555137.6k
$13.7m |
$13.7m |
2.85% |
Added
+1.1k |
+1,064 |
| 96 |
Unison Advisors LLC
0.94% of their portfolio |
PROVIDENCE, RI |
136,603136.6k
$13.4m |
$13.4m |
0.94% |
Added
+156 |
+156 |
| 97 |
Markowski Investments
2.95% of their portfolio |
TAMPA, FL |
136,539136.5k
$13.4m |
$13.4m |
2.95% |
First filing |
|
| 98 |
STEPHENS INC /AR/
0.14% of their portfolio |
LITTLE ROCK, AR |
131,662131.7k
$12.9m |
$12.9m |
0.14% |
Added
+3.6k |
+3,560 |
| 99 |
EQUITABLE TRUST CO
0.54% of their portfolio |
NASHVILLE, TN |
131,252131.3k
$12.9m |
$12.9m |
0.54% |
Reduced
-1.4k |
-1,404 |
| 100 |
RTD Financial Advisors, Inc.
1.39% of their portfolio |
Philadelphia, PA |
129,933129.9k
$12.8m |
$12.8m |
1.39% |
Reduced
-6.7k |
-6,650 |