| 1 |
EP Wealth Advisors, LLC
2.94% of their portfolio |
TORRANCE, CA |
8,253,0488.3m
$770.7m |
$770.7m |
2.94% |
Added
+1.0m |
+1,013,456 |
| 2 |
MORGAN STANLEY
0.03% of their portfolio |
NEW YORK, NY |
5,664,4225.7m
$528.9m |
$528.9m |
0.03% |
Reduced
-1.3m |
-1,299,040 |
| 3 |
BANK OF AMERICA CORP /DE/
0.02% of their portfolio |
CHARLOTTE, NC |
3,327,5113.3m
$310.7m |
$310.7m |
0.02% |
Added
+30.8k |
+30,758 |
| 4 |
VANTAGEPOINT INVESTMENT ADVISERS LLC
1.58% of their portfolio |
WASHINGTON, DC |
2,255,0972.3m
$210.6m |
$210.6m |
1.58% |
Reduced
-53.7k |
-53,702 |
| 5 |
JONES FINANCIAL COMPANIES LLLP
0.07% of their portfolio |
DES PERES, MO |
1,840,9281.8m
$171.2m |
$171.2m |
0.07% |
Added
+209.3k |
+209,265 |
| 6 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
1,396,1281.4m
$130.4m |
$130.4m |
0.02% |
Reduced
-10.3k |
-10,338 |
| 7 |
LPL Financial LLC
0.02% of their portfolio |
FORT MILL, SC |
1,034,5481.0m
$96.6m |
$96.6m |
0.02% |
Added
+21.4k |
+21,414 |
| 8 |
Bank of New York Mellon Corp
0.02% of their portfolio |
NEW YORK, NY |
1,002,6711.0m
$93.6m |
$93.6m |
0.02% |
Reduced
-24.9k |
-24,907 |
| 9 |
ENVESTNET ASSET MANAGEMENT INC
0.02% of their portfolio |
Berwyn, PA |
826,631826.6k
$77.2m |
$77.2m |
0.02% |
Added
+23.5k |
+23,538 |
| 10 |
RAYMOND JAMES FINANCIAL INC
0.02% of their portfolio |
ST. PETERSBURG, FL |
772,641772.6k
$72.1m |
$72.1m |
0.02% |
Reduced
-17.2k |
-17,181 |
| 11 |
ROYAL BANK OF CANADA
0.01% of their portfolio |
TORONTO, A6 |
719,307719.3k
$67.2m |
$67.2m |
0.01% |
Added
+31.7k |
+31,675 |
| 12 |
UBS Group AG
0.01% of their portfolio |
ZURICH, V8 |
662,305662.3k
$61.8m |
$61.8m |
0.01% |
Reduced
-5.1k |
-5,054 |
| 13 |
CAPTRUST FINANCIAL ADVISORS
0.07% of their portfolio |
RALEIGH, NC |
486,689486.7k
$45.4m |
$45.4m |
0.07% |
Added
+15.2k |
+15,185 |
| 14 |
American Financial Advisors, LLC
5.25% of their portfolio |
Marietta, GA |
467,369467.4k
$43.6m |
$43.6m |
5.25% |
Added
+14.1k |
+14,143 |
| 15 |
SCS Capital Management LLC
0.40% of their portfolio |
BOSTON, MA |
453,606453.6k
$42.4m |
$42.4m |
0.40% |
Reduced
-189.3k |
-189,332 |
| 16 |
Cetera Investment Advisers
0.04% of their portfolio |
SCHAUMBURG, IL |
442,685442.7k
$41.3m |
$41.3m |
0.04% |
Reduced
-19.6k |
-19,595 |
| 17 |
Capital Advantage, Inc.
4.92% of their portfolio |
Walnut Creek, CA |
431,472431.5k
$40.3m |
$40.3m |
4.92% |
Reduced
-4.2k |
-4,215 |
| 18 |
COMMONWEALTH EQUITY SERVICES, LLC
0.05% of their portfolio |
WALTHAM, MA |
415,574415.6k
$38.8m |
$38.8m |
0.05% |
Reduced
-31.8k |
-31,823 |
| 19 |
NewEdge Advisors, LLC
0.10% of their portfolio |
NEW ORLEANS, LA |
366,196366.2k
$34.2m |
$34.2m |
0.10% |
Added
+421 |
+421 |
| 20 |
B & T Capital Management DBA Alpha Capital Management
3.81% of their portfolio |
AUSTIN, TX |
311,596311.6k
$29.1m |
$29.1m |
3.81% |
Added
+3.3k |
+3,325 |
| 21 |
Mariner, LLC
0.03% of their portfolio |
Overland Park, KS |
309,736309.7k
$28.9m |
$28.9m |
0.03% |
Reduced
-3.0k |
-3,043 |
| 22 |
CHOREO, LLC
0.32% of their portfolio |
ROCKFORD, IL |
308,892308.9k
$28.8m |
$28.8m |
0.32% |
Added
+2.7k |
+2,681 |
| 23 |
WEATHERLY ASSET MANAGEMENT L. P.
1.93% of their portfolio |
DEL MAR, CA |
291,140291.1k
$27.2m |
$27.2m |
1.93% |
Added
+7.0k |
+7,017 |
| 24 |
Janney Montgomery Scott LLC
0.05% of their portfolio |
PHILADELPHIA, PA |
288,295288.3k
$26.9m |
$26.9m |
0.05% |
Added
+2.3k |
+2,296 |
| 25 |
AMERIPRISE FINANCIAL INC
0.01% of their portfolio |
MINNEAPOLIS, MN |
280,744280.7k
$26.2m |
$26.2m |
0.01% |
Reduced
-83.9k |
-83,942 |
| 26 |
Ackerman Capital Advisors, LLC
5.29% of their portfolio |
DALLAS, TX |
280,585280.6k
$26.2m |
$26.2m |
5.29% |
Reduced
-30.3k |
-30,327 |
| 27 |
Resonant Capital Advisors, LLC
1.19% of their portfolio |
Madison, WI |
267,741267.7k
$25.0m |
$25.0m |
1.19% |
Reduced
-2.7k |
-2,666 |
| 28 |
VeraBank, N.A.
3.96% of their portfolio |
HENDERSON, TX |
256,504256.5k
$24.0m |
$24.0m |
3.96% |
Reduced
-17.1k |
-17,086 |
| 29 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04% of their portfolio |
PLYMOUTH, MN |
247,488247.5k
$23.3m |
$23.3m |
0.04% |
Added
+93.3k |
+93,256 |
| 30 |
MML INVESTORS SERVICES, LLC
0.04% of their portfolio |
SPRINGFIELD, MA |
234,434234.4k
$21.9m |
$21.9m |
0.04% |
Added
+34.3k |
+34,347 |
| 31 |
Focused Wealth Management, Inc
1.93% of their portfolio |
Newburgh, NY |
233,837233.8k
$21.8m |
$21.8m |
1.93% |
Added
+1.3k |
+1,337 |
| 32 |
PEAPACK GLADSTONE FINANCIAL CORP
0.24% of their portfolio |
BEDMINSTER, NJ |
228,049228.0k
$21.3m |
$21.3m |
0.24% |
Reduced
-15.3k |
-15,318 |
| 33 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
213,810213.8k
$20.0m |
$20.0m |
0.00% |
Added
+140.9k |
+140,907 |
| 34 |
Compass Financial Group, INC/SD
2.23% of their portfolio |
Sioux Falls, SD |
208,540208.5k
$19.5m |
$19.5m |
2.23% |
Reduced
-2.6k |
-2,554 |
| 35 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
206,356206.4k
$19.3m |
$19.3m |
0.02% |
Reduced
-2.2k |
-2,169 |
| 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
205,462205.5k
$19.2m |
$19.2m |
0.01% |
Reduced
-14.5k |
-14,452 |
| 37 |
GEN Financial Management, INC.
11.39% of their portfolio |
PLYMOUTH, MN |
203,882203.9k
$19.0m |
$19.0m |
11.39% |
Added
+1.1k |
+1,090 |
| 38 |
HOWARD FINANCIAL SERVICES, LTD.
1.84% of their portfolio |
DALLAS, TX |
197,383197.4k
$18.4m |
$18.4m |
1.84% |
Added
+10.9k |
+10,901 |
| 39 |
Avantax Planning Partners, Inc.
0.45% of their portfolio |
DUBUQUE, IA |
193,578193.6k
$18.1m |
$18.1m |
0.45% |
Added
+2.7k |
+2,701 |
| 40 |
EASTERN BANK
0.27% of their portfolio |
BOSTON, MA |
189,602189.6k
$17.7m |
$17.7m |
0.27% |
Reduced
-22.4k |
-22,430 |
| 41 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
188,295188.3k
$17.6m |
$17.6m |
0.02% |
Added
+38.7k |
+38,684 |
| 42 |
Baird Financial Group, Inc.
0.02% of their portfolio |
MILWAUKEE, WI |
183,119183.1k
$17.1m |
$17.1m |
0.02% |
Reduced
-3.1k |
-3,129 |
| 43 |
NATIXIS ADVISORS, LLC
0.02% of their portfolio |
Boston, MA |
160,976161.0k
$15.0m |
$15.0m |
0.02% |
Added
+23.4k |
+23,419 |
| 44 |
Cambridge Investment Research Advisors, Inc.
0.02% of their portfolio |
FAIRFIELD, IA |
156,441156.4k
$14.6m |
$14.6m |
0.02% |
Added
+72.8k |
+72,835 |
| 45 |
Rockefeller Capital Management L.P.
0.02% of their portfolio |
NEW YORK, NY |
152,517152.5k
$14.2m |
$14.2m |
0.02% |
Added
+2.0k |
+1,978 |
| 46 |
JANE STREET GROUP, LLC
0.01% of their portfolio |
NEW YORK, NY |
138,686138.7k
$13.0m |
$13.0m |
0.01% |
Reduced
-661.4k |
-661,424 |
| 47 |
Buttonwood Financial Advisors Inc.
3.88% of their portfolio |
BALTIMORE, MD |
136,583136.6k
$12.8m |
$12.8m |
3.88% |
Added
+9.4k |
+9,413 |
| 48 |
SWAN Capital LLC
4.30% of their portfolio |
PENSACOLA, FL |
134,663134.7k
$12.6m |
$12.6m |
4.30% |
Added
+13.5k |
+13,499 |
| 49 |
Human Investing LLC
1.62% of their portfolio |
LAKE OSWEGO, OR |
133,882133.9k
$12.5m |
$12.5m |
1.62% |
Reduced
-2.6k |
-2,649 |
| 50 |
BAXTER BROS INC
1.40% of their portfolio |
RIVERSIDE, CT |
129,664129.7k
$12.1m |
$12.1m |
1.40% |
Added
+23.1k |
+23,052 |
| 51 |
MERCER GLOBAL ADVISORS INC /ADV
0.01% of their portfolio |
DENVER, CO |
129,548129.5k
$12.1m |
$12.1m |
0.01% |
Reduced
-5.9k |
-5,931 |
| 52 |
Landmark Wealth Management, LLC
2.89% of their portfolio |
MELVILLE, NY |
129,206129.2k
$12.1m |
$12.1m |
2.89% |
Added
+4.2k |
+4,162 |
| 53 |
Steward Partners Investment Advisory, LLC
0.06% of their portfolio |
STAMFORD, CT |
128,156128.2k
$12.0m |
$12.0m |
0.06% |
Added
+11.1k |
+11,116 |
| 54 |
DAGCO, INC.
2.17% of their portfolio |
WESTLAKE, OH |
125,877125.9k
$11.8m |
$11.8m |
2.17% |
Reduced
-13.9k |
-13,851 |
| 55 |
Silver Lake Advisory, LLC
4.20% of their portfolio |
COTTONWOOD HEIGHTS, UT |
125,809125.8k
$11.7m |
$11.7m |
4.20% |
Reduced
-1.2k |
-1,208 |
| 56 |
Rothschild Wealth LLC
0.93% of their portfolio |
OAK BROOK, IL |
125,071125.1k
$11.7m |
$11.7m |
0.93% |
Added
+2.3k |
+2,324 |
| 57 |
Revisor Wealth Management LLC
2.69% of their portfolio |
AKRON, OH |
119,706119.7k
$11.2m |
$11.2m |
2.69% |
Added
+11.3k |
+11,294 |
| 58 |
TILIA FIDUCIARY PARTNERS, INC.
5.28% of their portfolio |
WILMINGTON, NC |
119,232119.2k
$11.1m |
$11.1m |
5.28% |
Reduced
-6.1k |
-6,086 |
| 59 |
Kohmann Bosshard Financial Services, LLC
0.94% of their portfolio |
FAIRLAWN, OH |
118,373118.4k
$11.1m |
$11.1m |
0.94% |
Added
+1.7k |
+1,705 |
| 60 |
Kestra Advisory Services, LLC
0.04% of their portfolio |
AUSTIN, TX |
117,873117.9k
$11.0m |
$11.0m |
0.04% |
Added
+4.6k |
+4,604 |
| 61 |
Wedmont Private Capital
0.30% of their portfolio |
WEST CHESTER, PA |
113,919113.9k
$10.8m |
$10.8m |
0.30% |
Reduced
-13.8k |
-13,789 |
| 62 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
111,788111.8k
$10.4m |
$10.4m |
0.00% |
Reduced
-3.3k |
-3,327 |
| 63 |
Financial Perspectives, Inc
2.49% of their portfolio |
MINNEAPOLIS, MN |
109,719109.7k
$10.2m |
$10.2m |
2.49% |
Reduced
-714 |
-714 |
| 64 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
109,130109.1k
$10.2m |
$10.2m |
0.01% |
Reduced
-428 |
-428 |
| 65 |
Betterment LLC
0.02% of their portfolio |
NEW YORK, NY |
108,838108.8k
$10.2m |
$10.2m |
0.02% |
Reduced
-12.0k |
-11,993 |
| 66 |
Cresset Asset Management, LLC
0.04% of their portfolio |
Chicago, IL |
108,402108.4k
$10.1m |
$10.1m |
0.04% |
Reduced
-227.7k |
-227,715 |
| 67 |
RTD Financial Advisors, Inc.
1.09% of their portfolio |
Philadelphia, PA |
106,984107.0k
$10.0m |
$10.0m |
1.09% |
Reduced
-572 |
-572 |
| 68 |
Goldstone Financial Group, LLC
0.91% of their portfolio |
OAKBROOK TERRACE, IL |
106,460106.5k
$9.9m |
$9.9m |
0.91% |
Reduced
-35.2k |
-35,201 |
| 69 |
Keystone Financial Group, Inc.
5.15% of their portfolio |
ATLANTA, GA |
105,057105.1k
$9.8m |
$9.8m |
5.15% |
Added
+2.3k |
+2,316 |
| 70 |
COLLECTIVE FAMILY OFFICE LLC
1.98% of their portfolio |
YORK, PA |
103,750103.8k
$9.7m |
$9.7m |
1.98% |
Added
+7.7k |
+7,748 |
| 71 |
Cerity Partners LLC
0.01% of their portfolio |
NEW YORK, NY |
102,162102.2k
$9.5m |
$9.5m |
0.01% |
Added
+1.7k |
+1,679 |
| 72 |
Madson Wealth Advisors Inc
6.11% of their portfolio |
SANTA ROSA, CA |
96,28396.3k
$9.0m |
$9.0m |
6.11% |
Reduced
-260 |
-260 |
| 73 |
Verum Partners LLC
1.36% of their portfolio |
CHARLOTTE, NC |
96,02796.0k
$9.0m |
$9.0m |
1.36% |
Added
+13.9k |
+13,857 |
| 74 |
D.A. DAVIDSON & CO.
0.05% of their portfolio |
GREAT FALLS, MT |
93,35093.3k
$8.7m |
$8.7m |
0.05% |
Reduced
-24.2k |
-24,152 |
| 75 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
91,77791.8k
$8.6m |
$8.6m |
0.00% |
Reduced
-4.7k |
-4,730 |
| 76 |
BCGM Wealth Management, LLC
1.80% of their portfolio |
LAFAYETTE, IN |
91,36791.4k
$8.5m |
$8.5m |
1.80% |
Added
+2.9k |
+2,923 |
| 77 |
Clarion Wealth Managment Partners, LLC
6.72% of their portfolio |
FAIRFAX, VA |
89,14389.1k
$8.3m |
$8.3m |
6.72% |
Reduced
-11.6k |
-11,621 |
| 78 |
Montecito Bank & Trust
1.22% of their portfolio |
SANTA BARBARA, CA |
87,38387.4k
$8.2m |
$8.2m |
1.22% |
Added
+101 |
+101 |
| 79 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
86,94986.9k
$8.1m |
$8.1m |
0.00% |
Added
+14.7k |
+14,676 |
| 80 |
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
2.29% of their portfolio |
Dublin, OH |
86,45186.5k
$8.1m |
$8.1m |
2.29% |
Reduced
-34.1k |
-34,117 |
| 81 |
CARY STREET PARTNERS FINANCIAL LLC
0.18% of their portfolio |
RICHMOND, VA |
86,26186.3k
$8.1m |
$8.1m |
0.18% |
Reduced
-640 |
-640 |
| 82 |
Ariston Services Group
4.40% of their portfolio |
SAN DIEGO, CA |
85,42385.4k
$8.0m |
$8.0m |
4.40% |
Added
+85.4k |
+85,423 |
| 83 |
JNBA Financial Advisors
0.60% of their portfolio |
BLOOMINGTON, MN |
85,26585.3k
$8.0m |
$8.0m |
0.60% |
Reduced
-10.8k |
-10,803 |
| 84 |
EXCHANGE TRADED CONCEPTS, LLC
0.04% of their portfolio |
Oklahoma City, OK |
83,23483.2k
$7.8m |
$7.8m |
0.04% |
Added
+13.2k |
+13,158 |
| 85 |
Concord Wealth Partners
0.87% of their portfolio |
ABINGDON, VA |
81,36581.4k
$7.6m |
$7.6m |
0.87% |
Reduced
-522 |
-522 |
| 86 |
New England Private Wealth Advisors LLC
0.75% of their portfolio |
WELLESLEY, MA |
81,25481.3k
$7.7m |
$7.7m |
0.75% |
Reduced
-2.4k |
-2,400 |
| 87 |
Genesis Wealth Advisors, LLC
4.49% of their portfolio |
BRAINTREE, MA |
80,47080.5k
$7.5m |
$7.5m |
4.49% |
New |
|
| 88 |
Concord Asset Management, LLC/VA
1.16% of their portfolio |
ABINGDON, VA |
79,91679.9k
$7.5m |
$7.5m |
1.16% |
Reduced
-579 |
-579 |
| 89 |
Addison Advisors LLC
3.50% of their portfolio |
MIDDLEBURY, VT |
79,46179.5k
$7.4m |
$7.4m |
3.50% |
Added
+2.3k |
+2,281 |
| 90 |
180 WEALTH ADVISORS, LLC
0.74% of their portfolio |
FEDERAL WAY, WA |
79,45379.5k
$7.4m |
$7.4m |
0.74% |
Added
+8.2k |
+8,250 |
| 91 |
Werba Rubin Papier Wealth Management
0.88% of their portfolio |
SAN JOSE, CA |
77,82377.8k
$7.3m |
$7.3m |
0.88% |
Added
+11.4k |
+11,392 |
| 92 |
Allworth Financial LP
0.03% of their portfolio |
FOLSOM, CA |
77,31077.3k
$7.2m |
$7.2m |
0.03% |
Reduced
-4.0k |
-3,984 |
| 93 |
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
0.94% of their portfolio |
BETHLEHEM, PA |
77,16177.2k
$7.2m |
$7.2m |
0.94% |
Added
+378 |
+378 |
| 94 |
SMITH, MOORE & CO.
0.46% of their portfolio |
CLAYTON, MO |
75,50075.5k
$7.1m |
$7.1m |
0.46% |
Reduced
-1.1k |
-1,100 |
| 95 |
BLAIR WILLIAM & CO/IL
0.02% of their portfolio |
CHICAGO, IL |
75,20775.2k
$7.0m |
$7.0m |
0.02% |
Reduced
-22.0k |
-22,041 |
| 96 |
Apella Capital, LLC
0.10% of their portfolio |
WEST HARTFORD, CT |
73,10573.1k
$7.0m |
$7.0m |
0.10% |
Reduced
-1.3k |
-1,292 |
| 97 |
IFG Advisory, LLC
0.23% of their portfolio |
ATLANTA, GA |
70,90370.9k
$6.6m |
$6.6m |
0.23% |
New |
|
| 98 |
LEAVELL INVESTMENT MANAGEMENT, INC.
0.24% of their portfolio |
MOBILE, AL |
69,33869.3k
$6.5m |
$6.5m |
0.24% |
Reduced
-11.4k |
-11,369 |
| 99 |
Tanglewood Wealth Management, Inc.
0.55% of their portfolio |
HOUSTON, TX |
68,85868.9k
$6.4m |
$6.4m |
0.55% |
Reduced
-464 |
-464 |
| 100 |
PFG Advisors
0.32% of their portfolio |
Phoenix, AZ |
67,97568.0k
$6.3m |
$6.3m |
0.32% |
Added
+9.7k |
+9,706 |