| 1 |
Betterment LLC
0.71% of their portfolio |
NEW YORK, NY |
5,700,2145.7m
$374.4m |
$374.4m |
0.71% |
Added
+1.0m |
+1,040,467 |
| 2 |
JPMORGAN CHASE & CO
0.02% of their portfolio |
NEW YORK, NY |
4,101,4784.1m
$267.1m |
$267.1m |
0.02% |
Reduced
-15.6k |
-15,590 |
| 3 |
SEI INVESTMENTS CO
0.25% of their portfolio |
OAKS, PA |
4,097,3424.1m
$269.2m |
$269.2m |
0.25% |
Added
+200.1k |
+200,109 |
| 4 |
BANK OF AMERICA CORP /DE/
0.02% of their portfolio |
CHARLOTTE, NC |
3,384,8263.4m
$222.3m |
$222.3m |
0.02% |
Reduced
-44.0k |
-43,969 |
| 5 |
ROYAL BANK OF CANADA
0.04% of their portfolio |
TORONTO, A6 |
3,189,4233.2m
$209.5m |
$209.5m |
0.04% |
Added
+68.0k |
+68,018 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.05% of their portfolio |
Berwyn, PA |
2,931,1452.9m
$192.5m |
$192.5m |
0.05% |
Added
+732.9k |
+732,866 |
| 7 |
Wealthfront Advisers LLC
0.38% of their portfolio |
Palo Alto, CA |
2,648,3792.6m
$174.0m |
$174.0m |
0.38% |
Reduced
-70.2k |
-70,240 |
| 8 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
2,116,5492.1m
$139.0m |
$139.0m |
0.01% |
Added
+419.7k |
+419,730 |
| 9 |
Creative Planning
0.08% of their portfolio |
OVERLAND PARK, KS |
1,748,2351.7m
$114.8m |
$114.8m |
0.08% |
Added
+1.7m |
+1,739,967 |
| 10 |
Bank of New York Mellon Corp
0.02% of their portfolio |
NEW YORK, NY |
1,675,3001.7m
$110.1m |
$110.1m |
0.02% |
Added
+371.9k |
+371,887 |
| 11 |
AMERIPRISE FINANCIAL INC
0.02% of their portfolio |
MINNEAPOLIS, MN |
1,588,8101.6m
$104.4m |
$104.4m |
0.02% |
Reduced
-129.1k |
-129,138 |
| 12 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
1,351,2431.4m
$88.8m |
$88.8m |
0.02% |
Added
+91.6k |
+91,553 |
| 13 |
PNC Financial Services Group, Inc.
0.05% of their portfolio |
Pittsburgh, PA |
1,311,5991.3m
$86.2m |
$86.2m |
0.05% |
Reduced
-19.4k |
-19,428 |
| 14 |
Savant Capital, LLC
0.42% of their portfolio |
ROCKFORD, IL |
1,309,3881.3m
$86.0m |
$86.0m |
0.42% |
Reduced
-17.2k |
-17,241 |
| 15 |
Varma Mutual Pension Insurance Co
0.48% of their portfolio |
Varma, H9 |
1,250,0001.2m
$82.1m |
$82.1m |
0.48% |
Unchanged |
|
| 16 |
PRINCIPAL FINANCIAL GROUP INC
0.04% of their portfolio |
DES MOINES, IA |
1,070,1101.1m
$70.3m |
$70.3m |
0.04% |
New |
|
| 17 |
Kestra Investment Management, LLC
1.19% of their portfolio |
AUSTIN, TX |
1,052,3281.1m
$69.1m |
$69.1m |
1.19% |
Added
+453.3k |
+453,333 |
| 18 |
MATHER GROUP, LLC.
0.64% of their portfolio |
CHICAGO, IL |
977,829977.8k
$64.2m |
$64.2m |
0.64% |
Added
+42.0k |
+42,002 |
| 19 |
UBS Group AG
0.01% of their portfolio |
ZURICH, V8 |
780,979781.0k
$51.3m |
$51.3m |
0.01% |
Added
+55.6k |
+55,606 |
| 20 |
JONES FINANCIAL COMPANIES LLLP
0.02% of their portfolio |
DES PERES, MO |
779,518779.5k
$50.7m |
$50.7m |
0.02% |
Added
+183.0k |
+183,000 |
| 21 |
Bank Julius Baer & Co. Ltd, Zurich
0.15% of their portfolio |
ZURICH, V8 |
755,715755.7k
$49.6m |
$49.6m |
0.15% |
Reduced
-2.1k |
-2,132 |
| 22 |
Sumitomo Mitsui DS Asset Management Company, Ltd
0.34% of their portfolio |
TOKYO, M0 |
640,798640.8k
$42.1m |
$42.1m |
0.34% |
Reduced
-94.9k |
-94,872 |
| 23 |
HighTower Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
510,997511.0k
$33.6m |
$33.6m |
0.04% |
Added
+40.5k |
+40,459 |
| 24 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
460,382460.4k
$30.2m |
$30.2m |
0.01% |
Added
+71.8k |
+71,762 |
| 25 |
SUMITOMO LIFE INSURANCE CO
0.69% of their portfolio |
TOKYO, M0 |
446,100446.1k
$29.3m |
$29.3m |
0.69% |
Reduced
-56.2k |
-56,200 |
| 26 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
432,297432.3k
$28.4m |
$28.4m |
0.01% |
Added
+49.0k |
+49,047 |
| 27 |
McIlrath & Eck, LLC
2.02% of their portfolio |
ARLINGTON, WA |
414,396414.4k
$27.2m |
$27.2m |
2.02% |
Added
+27.9k |
+27,862 |
| 28 |
BlueSky Wealth Advisors, LLC
3.44% of their portfolio |
New Bern, NC |
406,477406.5k
$26.7m |
$26.7m |
3.44% |
Added
+12.9k |
+12,903 |
| 29 |
Advisory Alpha, LLC
0.73% of their portfolio |
HOLLAND, MI |
406,173406.2k
$26.7m |
$26.7m |
0.73% |
Added
+1.7k |
+1,684 |
| 30 |
Allianz SE
0.27% of their portfolio |
Munich, 2M |
377,100377.1k
$24.8m |
$24.8m |
0.27% |
Unchanged |
|
| 31 |
Keudell/Morrison Wealth Management
4.87% of their portfolio |
Salem, OR |
362,872362.9k
$23.8m |
$23.8m |
4.87% |
Added
+69.4k |
+69,358 |
| 32 |
REGIMEN WEALTH, LLC
6.37% of their portfolio |
ATLANTA, GA |
331,670331.7k
$21.8m |
$21.8m |
6.37% |
Added
+101.3k |
+101,282 |
| 33 |
TD Waterhouse Canada Inc.
0.06% of their portfolio |
TORONTO, A6 |
324,243324.2k
$21.2m |
$21.2m |
0.06% |
Added
+241.4k |
+241,397 |
| 34 |
Checchi Capital Advisers, LLC
1.32% of their portfolio |
BEVERLY HILLS, CA |
293,661293.7k
$19.3m |
$19.3m |
1.32% |
Reduced
-1.2k |
-1,217 |
| 35 |
Trust Co
1.71% of their portfolio |
MANHATTAN, KS |
278,335278.3k
$18.3m |
$18.3m |
1.71% |
Added
+12.0k |
+11,992 |
| 36 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
273,929273.9k
$18.0m |
$18.0m |
0.02% |
Added
+55.7k |
+55,722 |
| 37 |
Columbus Macro, LLC
1.86% of their portfolio |
NEW CASTLE, PA |
265,199265.2k
$17.4m |
$17.4m |
1.86% |
Added
+45.0k |
+44,997 |
| 38 |
BlueStem Wealth Partners, LLC
1.83% of their portfolio |
MINNETONKA, MN |
251,203251.2k
$16.5m |
$16.5m |
1.83% |
Added
+73.0k |
+73,015 |
| 39 |
Marotta Asset Management
2.98% of their portfolio |
CHARLOTTESVILLE, VA |
246,454246.5k
$16.2m |
$16.2m |
2.98% |
Added
+4.3k |
+4,282 |
| 40 |
Financial Alternatives, Inc
8.62% of their portfolio |
LA JOLLA, CA |
243,429243.4k
$16.0m |
$16.0m |
8.62% |
Added
+22.4k |
+22,435 |
| 41 |
Corient Private Wealth LP
0.02% of their portfolio |
MIAMI, FL |
239,876239.9k
$15.7m |
$15.7m |
0.02% |
Reduced
-306.4k |
-306,420 |
| 42 |
NEUBERGER BERMAN GROUP LLC
0.01% of their portfolio |
NEW YORK, NY |
227,746227.7k
$15.0m |
$15.0m |
0.01% |
Added
+57.6k |
+57,562 |
| 43 |
Strategic Financial Services, Inc.
0.70% of their portfolio |
UTICA, NY |
224,112224.1k
$14.7m |
$14.7m |
0.70% |
Added
+3.3k |
+3,268 |
| 44 |
Financial Gravity Asset Management, Inc.
2.61% of their portfolio |
Lakeway, TX |
223,444223.4k
$14.7m |
$14.7m |
2.61% |
Added
+7.1k |
+7,148 |
| 45 |
BENJAMIN EDWARDS INC
0.13% of their portfolio |
Clayton, MO |
206,491206.5k
$13.6m |
$13.6m |
0.13% |
Reduced
-16.4k |
-16,395 |
| 46 |
ASSETMARK, INC
0.03% of their portfolio |
CONCORD, CA |
202,602202.6k
$13.3m |
$13.3m |
0.03% |
Reduced
-146.7k |
-146,689 |
| 47 |
Mirae Asset Global Investments Co., Ltd.
0.04% of their portfolio |
SEOUL, M5 |
201,000201.0k
$13.2m |
$13.2m |
0.04% |
Reduced
-45.0k |
-45,000 |
| 48 |
L2 Asset Management, LLC
1.26% of their portfolio |
Wayland, MA |
200,901200.9k
$13.2m |
$13.2m |
1.26% |
Added
+102.4k |
+102,387 |
| 49 |
Marion Wealth Management
2.93% of their portfolio |
MONROEVILLE, PA |
200,783200.8k
$13.2m |
$13.2m |
2.93% |
Added
+655 |
+655 |
| 50 |
Greystone Financial Group, LLC
3.70% of their portfolio |
BLOOMFIELD HILLS, MI |
198,852198.9k
$13.1m |
$13.1m |
3.70% |
Reduced
-130.0k |
-129,964 |
| 51 |
MERCER GLOBAL ADVISORS INC /ADV
0.02% of their portfolio |
DENVER, CO |
198,250198.2k
$13.0m |
$13.0m |
0.02% |
Reduced
-140.1k |
-140,115 |
| 52 |
Merit Financial Group, LLC
0.09% of their portfolio |
ALPHARETTA, GA |
183,650183.7k
$12.1m |
$12.1m |
0.09% |
Added
+91.1k |
+91,064 |
| 53 |
Hurlow Wealth Management Group, Inc.
2.85% of their portfolio |
BLOOMINGTON, IN |
182,154182.2k
$12.0m |
$12.0m |
2.85% |
Added
+14.3k |
+14,273 |
| 54 |
Tidal Investments LLC
0.04% of their portfolio |
Milwaukee, WI |
181,530181.5k
$11.9m |
$11.9m |
0.04% |
Reduced
-210.1k |
-210,094 |
| 55 |
Onyx Bridge Wealth Group LLC
1.27% of their portfolio |
TARRYTOWN, NY |
179,169179.2k
$11.8m |
$11.8m |
1.27% |
Added
+69.4k |
+69,445 |
| 56 |
Private Advisor Group, LLC
0.05% of their portfolio |
MORRISTOWN, NJ |
171,947171.9k
$11.3m |
$11.3m |
0.05% |
Added
+49.4k |
+49,368 |
| 57 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
168,404168.4k
$11.1m |
$11.1m |
0.00% |
Reduced
-27.1k |
-27,069 |
| 58 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
162,134162.1k
$10.7m |
$10.7m |
0.03% |
Added
+23.3k |
+23,271 |
| 59 |
Avior Wealth Management, LLC
0.30% of their portfolio |
OMAHA, NE |
159,837159.8k
$10.5m |
$10.5m |
0.30% |
Added
+10.2k |
+10,217 |
| 60 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.56% of their portfolio |
Greenbrae, CA |
157,922157.9k
$10.4m |
$10.4m |
0.56% |
Reduced
-2.2k |
-2,205 |
| 61 |
Union Bancaire Privee, UBP SA
0.14% of their portfolio |
GENEVA 1, V8 |
152,070152.1k
$9.9m |
$9.9m |
0.14% |
Unchanged |
|
| 62 |
TD PRIVATE CLIENT WEALTH LLC
0.21% of their portfolio |
NEW YORK, NY |
151,061151.1k
$9.9m |
$9.9m |
0.21% |
Added
+11.8k |
+11,815 |
| 63 |
Thrivent Financial for Lutherans
0.02% of their portfolio |
Minneapolis, MN |
144,727144.7k
$9.5m |
$9.5m |
0.02% |
Added
+41.6k |
+41,602 |
| 64 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
142,332142.3k
$9.4m |
$9.4m |
0.01% |
Added
+15.0k |
+15,017 |
| 65 |
SWAN Capital LLC
3.40% of their portfolio |
PENSACOLA, FL |
140,836140.8k
$9.3m |
$9.3m |
3.40% |
Added
+43.8k |
+43,757 |
| 66 |
Hilltop Partners LLC
2.34% of their portfolio |
MISHAWAKA, IN |
139,073139.1k
$9.1m |
$9.1m |
2.34% |
Added
+5.6k |
+5,587 |
| 67 |
GP Brinson Investments LLC
4.07% of their portfolio |
Chicago, IL |
136,580136.6k
$9.0m |
$9.0m |
4.07% |
Unchanged |
|
| 68 |
North Ridge Wealth Advisors, Inc.
4.82% of their portfolio |
BEAVERTON, OR |
130,388130.4k
$8.6m |
$8.6m |
4.82% |
Added
+883 |
+883 |
| 69 |
City State Bank
2.17% of their portfolio |
NORWALK, IA |
127,304127.3k
$8.4m |
$8.4m |
2.17% |
Added
+13.5k |
+13,549 |
| 70 |
Stablepoint Partners, LLC
1.24% of their portfolio |
BRAINTREE, MA |
127,287127.3k
$8.4m |
$8.4m |
1.24% |
Added
+68.6k |
+68,594 |
| 71 |
Vertrix Wealth Management, LLC
3.04% of their portfolio |
TROY, MI |
125,574125.6k
$8.2m |
$8.2m |
3.04% |
First filing |
|
| 72 |
BROWN WEALTH MANAGEMENT, LLC
2.11% of their portfolio |
NAPERVILLE, IL |
125,219125.2k
$8.2m |
$8.2m |
2.11% |
Added
+36.6k |
+36,582 |
| 73 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.14% of their portfolio |
SANDY, UT |
121,678121.7k
$8.1m |
$8.1m |
0.14% |
Added
+42.0k |
+42,035 |
| 74 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
115,139115.1k
$7.6m |
$7.6m |
0.01% |
Reduced
-15.8k |
-15,847 |
| 75 |
Robinswood Financial LLC
2.31% of their portfolio |
KIRKLAND, WA |
111,710111.7k
$7.3m |
$7.3m |
2.31% |
Added
+4.8k |
+4,776 |
| 76 |
Beacon Pointe Advisors, LLC
0.03% of their portfolio |
NEWPORT BEACH, CA |
98,08998.1k
$6.4m |
$6.4m |
0.03% |
Added
+8.5k |
+8,462 |
| 77 |
Ameraudi Asset Management, Inc.
3.45% of their portfolio |
New York, NY |
96,52196.5k
$6.3m |
$6.3m |
3.45% |
Added
+2.6k |
+2,620 |
| 78 |
LARCH CAPITAL PARTNERS LLC
0.90% of their portfolio |
MIAMI, FL |
94,65794.7k
$6.2m |
$6.2m |
0.90% |
Added
+58 |
+58 |
| 79 |
Nilsine Partners, LLC
0.46% of their portfolio |
GREENWOOD VILLAGE, CO |
87,89187.9k
$5.9m |
$5.9m |
0.46% |
Added
+6.5k |
+6,489 |
| 80 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
87,31587.3k
$5.7m |
$5.7m |
0.00% |
Added
+66.9k |
+66,927 |
| 81 |
Plan Group Financial, LLC
1.32% of their portfolio |
OKLAHOMA CITY, OK |
85,41485.4k
$5.6m |
$5.6m |
1.32% |
Added
+5.8k |
+5,797 |
| 82 |
MRA Advisory Group
2.28% of their portfolio |
PARSIPPANY, NJ |
85,01985.0k
$5.6m |
$5.6m |
2.28% |
New |
|
| 83 |
GenTrust, LLC
0.24% of their portfolio |
MIAMI, FL |
84,86784.9k
$5.6m |
$5.6m |
0.24% |
Added
+32.4k |
+32,380 |
| 84 |
Sanctuary Advisors, LLC
0.03% of their portfolio |
INDIANAPOLIS, IN |
84,73084.7k
$5.6m |
$5.6m |
0.03% |
Added
+488 |
+488 |
| 85 |
KITCHING PARTNERS, LLC
4.94% of their portfolio |
CONSHOHOCKEN, PA |
81,77681.8k
$5.4m |
$5.4m |
4.94% |
Added
+508 |
+508 |
| 86 |
Calamos Advisors LLC
0.02% of their portfolio |
NAPERVILLE, IL |
79,25579.3k
$5.2m |
$5.2m |
0.02% |
Reduced
-24.8k |
-24,765 |
| 87 |
NewEdge Advisors, LLC
0.02% of their portfolio |
NEW ORLEANS, LA |
77,59777.6k
$5.1m |
$5.1m |
0.02% |
Added
+9.9k |
+9,902 |
| 88 |
OneDigital Investment Advisors LLC
0.05% of their portfolio |
OVERLAND PARK, KS |
76,36076.4k
$5.0m |
$5.0m |
0.05% |
Reduced
-13.7k |
-13,725 |
| 89 |
Royal Fund Management, LLC
0.48% of their portfolio |
Lady Lake, FL |
76,08376.1k
$5.0m |
$5.0m |
0.48% |
Reduced
-1.3k |
-1,283 |
| 90 |
LFA - Lugano Financial Advisors SA
2.51% of their portfolio |
LUGANO, V8 |
75,92075.9k
$4.9m |
$4.9m |
2.51% |
Reduced
-976 |
-976 |
| 91 |
AMERICAN FINANCIAL & TAX STRATEGIES INC
2.35% of their portfolio |
NEW YORK, NY |
73,48373.5k
$4.8m |
$4.8m |
2.35% |
Reduced
-85 |
-85 |
| 92 |
Asset Management One Co., Ltd.
0.01% of their portfolio |
TOKYO, M0 |
73,19073.2k
$4.8m |
$4.8m |
0.01% |
Added
+2.9k |
+2,850 |
| 93 |
SEEDS INVESTOR LLC
0.67% of their portfolio |
NEW YORK, NY |
73,06273.1k
$4.9m |
$4.9m |
0.67% |
Added
+40.0k |
+39,964 |
| 94 |
SAGE RHINO CAPITAL LLC
0.89% of their portfolio |
MENLO PARK, CA |
72,78272.8k
$4.8m |
$4.8m |
0.89% |
Added
+15.3k |
+15,324 |
| 95 |
MMA ASSET MANAGEMENT LLC
1.64% of their portfolio |
New York, NY |
70,88270.9k
$4.7m |
$4.7m |
1.64% |
Added
+6.6k |
+6,553 |
| 96 |
Cerity Partners LLC
0.01% of their portfolio |
NEW YORK, NY |
69,69869.7k
$4.6m |
$4.6m |
0.01% |
Added
+33.9k |
+33,894 |
| 97 |
AssuredPartners Investment Advisors, LLC
0.50% of their portfolio |
Tampa, FL |
69,55769.6k
$4.6m |
$4.6m |
0.50% |
Added
+2.0k |
+2,038 |
| 98 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
68,36368.4k
$4.5m |
$4.5m |
0.00% |
New |
|
| 99 |
Advisory Services Network, LLC
0.06% of their portfolio |
ATLANTA, GA |
68,12668.1k
$4.5m |
$4.5m |
0.06% |
Reduced
-852 |
-852 |
| 100 |
OpenArc Corporate Advisory, LLC
0.06% of their portfolio |
ATLANTA, GA |
67,61567.6k
$4.4m |
$4.4m |
0.06% |
Reduced
-21.0k |
-21,035 |