| 1 |
Betterment LLC
0.86% of their portfolio |
NEW YORK, NY |
7,520,9037.5m
$505.7m |
$505.7m |
0.86% |
Added
+1.8m |
+1,820,689 |
| 2 |
SEI INVESTMENTS CO
0.25% of their portfolio |
OAKS, PA |
4,283,0354.3m
$288.0m |
$288.0m |
0.25% |
Added
+185.7k |
+185,693 |
| 3 |
JPMORGAN CHASE & CO
0.01% of their portfolio |
NEW YORK, NY |
3,647,0793.6m
$246.1m |
$246.1m |
0.01% |
Reduced
-454.4k |
-454,399 |
| 4 |
ROYAL BANK OF CANADA
0.04% of their portfolio |
TORONTO, A6 |
3,411,9843.4m
$229.4m |
$229.4m |
0.04% |
Added
+222.6k |
+222,561 |
| 5 |
BANK OF AMERICA CORP /DE/
0.01% of their portfolio |
CHARLOTTE, NC |
3,134,8223.1m
$210.8m |
$210.8m |
0.01% |
Reduced
-250.0k |
-250,004 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.05% of their portfolio |
Berwyn, PA |
3,077,8553.1m
$207.0m |
$207.0m |
0.05% |
Added
+146.7k |
+146,710 |
| 7 |
Savant Capital, LLC
0.53% of their portfolio |
ROCKFORD, IL |
2,702,9262.7m
$179.7m |
$179.7m |
0.53% |
Added
+1.4m |
+1,393,538 |
| 8 |
Wealthfront Advisers LLC
0.35% of their portfolio |
Palo Alto, CA |
2,686,3052.7m
$180.6m |
$180.6m |
0.35% |
Added
+37.9k |
+37,926 |
| 9 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
2,188,7372.2m
$147.2m |
$147.2m |
0.01% |
Added
+72.2k |
+72,188 |
| 10 |
Bank of New York Mellon Corp
0.02% of their portfolio |
NEW YORK, NY |
1,650,8651.7m
$111.0m |
$111.0m |
0.02% |
Reduced
-24.4k |
-24,435 |
| 11 |
Creative Planning
0.06% of their portfolio |
OVERLAND PARK, KS |
1,501,7521.5m
$101.0m |
$101.0m |
0.06% |
Reduced
-246.5k |
-246,483 |
| 12 |
AMERIPRISE FINANCIAL INC
0.02% of their portfolio |
MINNEAPOLIS, MN |
1,480,5651.5m
$99.6m |
$99.6m |
0.02% |
Reduced
-108.2k |
-108,245 |
| 13 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
1,351,5501.4m
$90.9m |
$90.9m |
0.02% |
Added
+307 |
+307 |
| 14 |
PNC Financial Services Group, Inc.
0.04% of their portfolio |
Pittsburgh, PA |
1,290,0361.3m
$86.7m |
$86.7m |
0.04% |
Reduced
-21.6k |
-21,563 |
| 15 |
Varma Mutual Pension Insurance Co
0.45% of their portfolio |
Varma, H9 |
1,250,0001.2m
$84.0m |
$84.0m |
0.45% |
Unchanged |
|
| 16 |
Kestra Investment Management, LLC
1.60% of their portfolio |
AUSTIN, TX |
1,229,6931.2m
$82.7m |
$82.7m |
1.60% |
Added
+177.4k |
+177,365 |
| 17 |
PRINCIPAL FINANCIAL GROUP INC
0.03% of their portfolio |
DES MOINES, IA |
1,025,5111.0m
$69.0m |
$69.0m |
0.03% |
Reduced
-44.6k |
-44,599 |
| 18 |
JONES FINANCIAL COMPANIES LLLP
0.02% of their portfolio |
DES PERES, MO |
919,634919.6k
$61.8m |
$61.8m |
0.02% |
Added
+140.1k |
+140,116 |
| 19 |
Sumitomo Mitsui DS Asset Management Company, Ltd
0.41% of their portfolio |
TOKYO, M0 |
893,417893.4k
$60.1m |
$60.1m |
0.41% |
Added
+252.6k |
+252,619 |
| 20 |
Bank Julius Baer & Co. Ltd, Zurich
0.13% of their portfolio |
ZURICH, V8 |
755,102755.1k
$50.8m |
$50.8m |
0.13% |
Reduced
-613 |
-613 |
| 21 |
UBS Group AG
0.01% of their portfolio |
ZURICH, V8 |
643,621643.6k
$43.3m |
$43.3m |
0.01% |
Reduced
-137.4k |
-137,358 |
| 22 |
SUMITOMO LIFE INSURANCE CO
0.67% of their portfolio |
TOKYO, M0 |
613,500613.5k
$41.3m |
$41.3m |
0.67% |
Added
+167.4k |
+167,400 |
| 23 |
HighTower Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
517,660517.7k
$34.8m |
$34.8m |
0.03% |
Added
+6.7k |
+6,663 |
| 24 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
462,987463.0k
$31.1m |
$31.1m |
0.01% |
Added
+2.6k |
+2,605 |
| 25 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
448,652448.7k
$30.2m |
$30.2m |
0.01% |
Added
+16.4k |
+16,355 |
| 26 |
POTOMAC FUND MANAGEMENT INC /ADV
0.76% of their portfolio |
BETHESDA, MD |
446,500446.5k
$30.0m |
$30.0m |
0.76% |
New |
|
| 27 |
BlueSky Wealth Advisors, LLC
3.39% of their portfolio |
New Bern, NC |
435,695435.7k
$29.3m |
$29.3m |
3.39% |
Added
+29.2k |
+29,218 |
| 28 |
Advisory Alpha, LLC
0.68% of their portfolio |
HOLLAND, MI |
412,915412.9k
$27.8m |
$27.8m |
0.68% |
Added
+6.7k |
+6,742 |
| 29 |
Allianz SE
0.27% of their portfolio |
Munich, 2M |
377,100377.1k
$25.4m |
$25.4m |
0.27% |
Unchanged |
|
| 30 |
Keudell/Morrison Wealth Management
4.77% of their portfolio |
Salem, OR |
375,202375.2k
$25.2m |
$25.2m |
4.77% |
Added
+12.3k |
+12,330 |
| 31 |
TD Waterhouse Canada Inc.
0.06% of their portfolio |
TORONTO, A6 |
362,702362.7k
$24.3m |
$24.3m |
0.06% |
Added
+38.5k |
+38,459 |
| 32 |
REGIMEN WEALTH, LLC
6.21% of their portfolio |
ATLANTA, GA |
342,544342.5k
$23.0m |
$23.0m |
6.21% |
Added
+10.9k |
+10,874 |
| 33 |
Checchi Capital Advisers, LLC
1.32% of their portfolio |
BEVERLY HILLS, CA |
309,560309.6k
$20.8m |
$20.8m |
1.32% |
Added
+15.9k |
+15,899 |
| 34 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
284,255284.3k
$19.1m |
$19.1m |
0.02% |
Added
+10.3k |
+10,326 |
| 35 |
Trust Co
1.70% of their portfolio |
MANHATTAN, KS |
280,735280.7k
$18.9m |
$18.9m |
1.70% |
Added
+2.4k |
+2,400 |
| 36 |
Columbus Macro, LLC
1.80% of their portfolio |
NEW CASTLE, PA |
275,864275.9k
$18.5m |
$18.5m |
1.80% |
Added
+10.7k |
+10,665 |
| 37 |
Marotta Asset Management
2.93% of their portfolio |
CHARLOTTESVILLE, VA |
263,086263.1k
$17.6m |
$17.6m |
2.93% |
Added
+16.6k |
+16,632 |
| 38 |
CAPE COD FIVE CENTS SAVINGS BANK
1.41% of their portfolio |
HYANNIS, MA |
258,812258.8k
$17.4m |
$17.4m |
1.41% |
First filing |
|
| 39 |
Financial Alternatives, Inc
8.36% of their portfolio |
LA JOLLA, CA |
252,253252.3k
$17.0m |
$17.0m |
8.36% |
Added
+8.8k |
+8,824 |
| 40 |
MATHER GROUP, LLC.
0.15% of their portfolio |
CHICAGO, IL |
248,114248.1k
$16.7m |
$16.7m |
0.15% |
Reduced
-729.7k |
-729,715 |
| 41 |
Union Bancaire Privee, UBP SA
0.17% of their portfolio |
GENEVA 1, V8 |
229,423229.4k
$15.4m |
$15.4m |
0.17% |
Added
+77.4k |
+77,353 |
| 42 |
Strategic Financial Services, Inc.
0.67% of their portfolio |
UTICA, NY |
227,077227.1k
$15.3m |
$15.3m |
0.67% |
Added
+3.0k |
+2,965 |
| 43 |
Financial Gravity Companies, Inc.
2.46% of their portfolio |
Lakeway, TX |
225,894225.9k
$15.2m |
$15.2m |
2.46% |
First filing |
|
| 44 |
Mirae Asset Global Investments Co., Ltd.
0.03% of their portfolio |
SEOUL, M5 |
224,000224.0k
$15.1m |
$15.1m |
0.03% |
Added
+23.0k |
+23,000 |
| 45 |
NEUBERGER BERMAN GROUP LLC
0.01% of their portfolio |
NEW YORK, NY |
220,100220.1k
$14.8m |
$14.8m |
0.01% |
Reduced
-7.6k |
-7,646 |
| 46 |
Merit Financial Group, LLC
0.09% of their portfolio |
ALPHARETTA, GA |
215,899215.9k
$14.5m |
$14.5m |
0.09% |
Added
+32.2k |
+32,249 |
| 47 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
213,111213.1k
$14.3m |
$14.3m |
0.00% |
Added
+206.2k |
+206,242 |
| 48 |
Corient Private Wealth LP
0.02% of their portfolio |
MIAMI, FL |
211,010211.0k
$14.2m |
$14.2m |
0.02% |
Reduced
-28.9k |
-28,866 |
| 49 |
BlueStem Wealth Partners, LLC
1.41% of their portfolio |
MINNETONKA, MN |
210,678210.7k
$14.2m |
$14.2m |
1.41% |
Reduced
-40.5k |
-40,525 |
| 50 |
Marion Wealth Management
2.81% of their portfolio |
MONROEVILLE, PA |
205,098205.1k
$13.8m |
$13.8m |
2.81% |
Added
+4.3k |
+4,315 |
| 51 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
198,936198.9k
$13.4m |
$13.4m |
0.03% |
Added
+36.8k |
+36,802 |
| 52 |
Greystone Financial Group, LLC
3.66% of their portfolio |
BLOOMFIELD HILLS, MI |
194,585194.6k
$13.1m |
$13.1m |
3.66% |
Reduced
-4.3k |
-4,267 |
| 53 |
SWAN Capital LLC
4.32% of their portfolio |
PENSACOLA, FL |
187,705187.7k
$12.6m |
$12.6m |
4.32% |
Added
+46.9k |
+46,869 |
| 54 |
Hurlow Wealth Management Group, Inc.
2.62% of their portfolio |
BLOOMINGTON, IN |
187,058187.1k
$12.6m |
$12.6m |
2.62% |
Added
+4.9k |
+4,904 |
| 55 |
ASSETMARK, INC
0.02% of their portfolio |
CONCORD, CA |
182,352182.4k
$12.3m |
$12.3m |
0.02% |
Reduced
-20.2k |
-20,250 |
| 56 |
BENJAMIN EDWARDS INC
0.11% of their portfolio |
Clayton, MO |
179,179179.2k
$12.0m |
$12.0m |
0.11% |
Reduced
-27.3k |
-27,312 |
| 57 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
172,709172.7k
$11.6m |
$11.6m |
0.01% |
Added
+85.4k |
+85,394 |
| 58 |
Avior Wealth Management, LLC
0.29% of their portfolio |
OMAHA, NE |
164,456164.5k
$11.1m |
$11.1m |
0.29% |
Added
+4.6k |
+4,619 |
| 59 |
TD PRIVATE CLIENT WEALTH LLC
0.20% of their portfolio |
NEW YORK, NY |
164,347164.3k
$11.1m |
$11.1m |
0.20% |
Added
+13.3k |
+13,286 |
| 60 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
154,122154.1k
$10.4m |
$10.4m |
0.01% |
Added
+11.8k |
+11,790 |
| 61 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.55% of their portfolio |
Greenbrae, CA |
153,953154.0k
$10.4m |
$10.4m |
0.55% |
Reduced
-4.0k |
-3,969 |
| 62 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
144,541144.5k
$9.7m |
$9.7m |
0.00% |
Reduced
-23.9k |
-23,863 |
| 63 |
AllGen Financial Advisors, Inc.
2.06% of their portfolio |
ORLANDO, FL |
140,364140.4k
$9.4m |
$9.4m |
2.06% |
New |
|
| 64 |
City State Bank
2.15% of their portfolio |
NORWALK, IA |
139,857139.9k
$9.4m |
$9.4m |
2.15% |
Added
+12.6k |
+12,553 |
| 65 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
138,481138.5k
$9.3m |
$9.3m |
0.01% |
Added
+23.3k |
+23,342 |
| 66 |
GP Brinson Investments LLC
3.75% of their portfolio |
Chicago, IL |
136,580136.6k
$9.2m |
$9.2m |
3.75% |
Unchanged |
|
| 67 |
Stablepoint Partners, LLC
1.23% of their portfolio |
BRAINTREE, MA |
132,146132.1k
$8.9m |
$8.9m |
1.23% |
Added
+4.9k |
+4,859 |
| 68 |
Diversify Advisory Services, LLC
0.14% of their portfolio |
SANDY, UT |
128,970129.0k
$8.5m |
$8.5m |
0.14% |
New |
|
| 69 |
DIVERSIFY WEALTH MANAGEMENT, LLC
0.14% of their portfolio |
SANDY, UT |
128,970129.0k
$8.5m |
$8.5m |
0.14% |
Added
+7.3k |
+7,292 |
| 70 |
Robinswood Financial LLC
2.27% of their portfolio |
KIRKLAND, WA |
117,576117.6k
$7.9m |
$7.9m |
2.27% |
Added
+5.9k |
+5,866 |
| 71 |
Cambria Investment Management, L.P.
0.38% of their portfolio |
Manhattan Beach, CA |
114,330114.3k
$7.7m |
$7.7m |
0.38% |
New |
|
| 72 |
Tidal Investments LLC
0.02% of their portfolio |
Milwaukee, WI |
114,119114.1k
$7.6m |
$7.6m |
0.02% |
Reduced
-67.4k |
-67,411 |
| 73 |
Beacon Pointe Advisors, LLC
0.03% of their portfolio |
NEWPORT BEACH, CA |
106,348106.3k
$7.2m |
$7.2m |
0.03% |
Added
+8.3k |
+8,259 |
| 74 |
Simplicity Wealth,LLC
0.24% of their portfolio |
SUMMIT, NJ |
105,659105.7k
$7.1m |
$7.1m |
0.24% |
Added
+41.8k |
+41,816 |
| 75 |
L2 Asset Management, LLC
0.72% of their portfolio |
Wayland, MA |
102,759102.8k
$6.9m |
$6.9m |
0.72% |
Reduced
-98.1k |
-98,142 |
| 76 |
Plan Group Financial, LLC
1.42% of their portfolio |
OKLAHOMA CITY, OK |
102,370102.4k
$6.9m |
$6.9m |
1.42% |
Added
+17.0k |
+16,956 |
| 77 |
LARCH CAPITAL PARTNERS LLC
0.91% of their portfolio |
MIAMI, FL |
94,74594.7k
$6.4m |
$6.4m |
0.91% |
Added
+88 |
+88 |
| 78 |
MERCER GLOBAL ADVISORS INC /ADV
0.01% of their portfolio |
DENVER, CO |
92,78292.8k
$6.2m |
$6.2m |
0.01% |
Reduced
-105.5k |
-105,468 |
| 79 |
SAGE RHINO CAPITAL LLC
1.02% of their portfolio |
MENLO PARK, CA |
92,67792.7k
$6.2m |
$6.2m |
1.02% |
Added
+19.9k |
+19,895 |
| 80 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.01% of their portfolio |
BALA CYNWYD, PA |
90,79790.8k
$6.1m |
$6.1m |
0.01% |
Added
+59.7k |
+59,703 |
| 81 |
Nilsine Partners, LLC
0.42% of their portfolio |
GREENWOOD VILLAGE, CO |
90,30790.3k
$6.1m |
$6.1m |
0.42% |
Added
+2.4k |
+2,416 |
| 82 |
SEEDS INVESTOR LLC
0.62% of their portfolio |
NEW YORK, NY |
89,09889.1k
$6.0m |
$6.0m |
0.62% |
Added
+16.0k |
+16,036 |
| 83 |
MRA Advisory Group
2.12% of their portfolio |
PARSIPPANY, NJ |
86,87486.9k
$5.8m |
$5.8m |
2.12% |
Added
+1.9k |
+1,855 |
| 84 |
Sanctuary Advisors, LLC
0.03% of their portfolio |
INDIANAPOLIS, IN |
86,14786.1k
$5.8m |
$5.8m |
0.03% |
Added
+1.4k |
+1,417 |
| 85 |
BROWN WEALTH MANAGEMENT, LLC
1.28% of their portfolio |
NAPERVILLE, IL |
85,29685.3k
$5.7m |
$5.7m |
1.28% |
Reduced
-39.9k |
-39,923 |
| 86 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
81,49281.5k
$5.5m |
$5.5m |
0.01% |
Added
+43.5k |
+43,535 |
| 87 |
Royal Fund Management, LLC
0.45% of their portfolio |
Lady Lake, FL |
79,45579.5k
$5.3m |
$5.3m |
0.45% |
Added
+3.4k |
+3,372 |
| 88 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
78,65478.7k
$5.3m |
$5.3m |
0.01% |
Added
+24.8k |
+24,824 |
| 89 |
MMA ASSET MANAGEMENT LLC
1.63% of their portfolio |
New York, NY |
76,13776.1k
$5.1m |
$5.1m |
1.63% |
Added
+5.3k |
+5,255 |
| 90 |
Asset Management One Co., Ltd.
0.01% of their portfolio |
TOKYO, M0 |
75,94075.9k
$5.1m |
$5.1m |
0.01% |
Added
+2.8k |
+2,750 |
| 91 |
NewEdge Advisors, LLC
0.02% of their portfolio |
NEW ORLEANS, LA |
75,82075.8k
$5.1m |
$5.1m |
0.02% |
Reduced
-1.8k |
-1,777 |
| 92 |
&PARTNERS
0.02% of their portfolio |
NASHVILLE, TN |
74,80274.8k
$5.0m |
$5.0m |
0.02% |
Added
+7.4k |
+7,367 |
| 93 |
AMERICAN FINANCIAL & TAX STRATEGIES INC
2.25% of their portfolio |
NEW YORK, NY |
74,02074.0k
$5.0m |
$5.0m |
2.25% |
Added
+537 |
+537 |
| 94 |
AssuredPartners Investment Advisors, LLC
0.47% of their portfolio |
Tampa, FL |
72,86772.9k
$4.9m |
$4.9m |
0.47% |
Added
+3.3k |
+3,310 |
| 95 |
LFA - Lugano Financial Advisors SA
2.85% of their portfolio |
LUGANO, V8 |
71,87171.9k
$4.7m |
$4.7m |
2.85% |
Reduced
-4.0k |
-4,049 |
| 96 |
KITCHING PARTNERS, LLC
4.12% of their portfolio |
CONSHOHOCKEN, PA |
71,37571.4k
$4.8m |
$4.8m |
4.12% |
Reduced
-10.4k |
-10,401 |
| 97 |
Advisory Services Network, LLC
0.05% of their portfolio |
ATLANTA, GA |
71,22171.2k
$4.8m |
$4.8m |
0.05% |
Added
+3.1k |
+3,095 |
| 98 |
OneDigital Investment Advisors LLC
0.04% of their portfolio |
OVERLAND PARK, KS |
70,08570.1k
$4.7m |
$4.7m |
0.04% |
Reduced
-6.3k |
-6,275 |
| 99 |
STATE STREET CORP
0.00% of their portfolio |
BOSTON, MA |
69,90169.9k
$4.7m |
$4.7m |
0.00% |
Added
+19.5k |
+19,476 |
| 100 |
NATIXIS ADVISORS, LLC
0.01% of their portfolio |
Boston, MA |
69,68969.7k
$4.7m |
$4.7m |
0.01% |
Added
+11.0k |
+10,996 |