| 1 |
Empower Advisory Group, LLC
2.21% of their portfolio |
Greenwood Village, CO |
16,737,87416.7m
$677.2m |
$677.2m |
2.21% |
Added
+206.3k |
+206,284 |
| 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.04% of their portfolio |
SAN FRANCISCO, CA |
5,711,6735.7m
$231.1m |
$231.1m |
0.04% |
Reduced
-183.0k |
-183,041 |
| 3 |
Ballentine Partners, LLC
1.00% of their portfolio |
Waltham, MA |
1,427,0841.4m
$57.7m |
$57.7m |
1.00% |
Added
+116.3k |
+116,261 |
| 4 |
ENVESTNET ASSET MANAGEMENT INC
0.02% of their portfolio |
Berwyn, PA |
1,391,3311.4m
$56.3m |
$56.3m |
0.02% |
Added
+13.7k |
+13,736 |
| 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.47% of their portfolio |
IRVING, TX |
1,348,7631.3m
$54.6m |
$54.6m |
0.47% |
Reduced
-7.9k |
-7,883 |
| 6 |
Corient Private Wealth LP
0.05% of their portfolio |
MIAMI, FL |
817,427817.4k
$33.1m |
$33.1m |
0.05% |
Added
+183.0k |
+182,993 |
| 7 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
815,959816.0k
$33.0m |
$33.0m |
0.00% |
Reduced
-2.3k |
-2,329 |
| 8 |
LINCOLN NATIONAL CORP
0.89% of their portfolio |
RADNOR, PA |
680,844680.8k
$27.5m |
$27.5m |
0.89% |
Added
+19.9k |
+19,899 |
| 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.03% of their portfolio |
Toronto, A6 |
679,011679.0k
$27.5m |
$27.5m |
0.03% |
Reduced
-21.3k |
-21,283 |
| 10 |
ASSETMARK, INC
0.07% of their portfolio |
CONCORD, CA |
659,177659.2k
$26.7m |
$26.7m |
0.07% |
Reduced
-8.2k |
-8,191 |
| 11 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
655,762655.8k
$26.5m |
$26.5m |
0.00% |
Reduced
-87.7k |
-87,702 |
| 12 |
Creative Planning
0.02% of their portfolio |
OVERLAND PARK, KS |
536,177536.2k
$21.7m |
$21.7m |
0.02% |
Added
+9.7k |
+9,720 |
| 13 |
M&T Bank Corp
0.07% of their portfolio |
BUFFALO, NY |
497,185497.2k
$20.1m |
$20.1m |
0.07% |
Added
+478 |
+478 |
| 14 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
477,280477.3k
$19.3m |
$19.3m |
0.00% |
Reduced
-174.8k |
-174,818 |
| 15 |
MOLLER WEALTH PARTNERS
4.04% of their portfolio |
NORTHFIELD, IL |
403,826403.8k
$16.3m |
$16.3m |
4.04% |
Added
+33.3k |
+33,302 |
| 16 |
CHILTON CAPITAL MANAGEMENT LLC
0.64% of their portfolio |
HOUSTON, TX |
363,710363.7k
$14.7m |
$14.7m |
0.64% |
Added
+3.0k |
+2,994 |
| 17 |
Rockwood Wealth Management, LLC
1.50% of their portfolio |
New Hope, PA |
362,643362.6k
$14.7m |
$14.7m |
1.50% |
Reduced
-45.5k |
-45,460 |
| 18 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.37% of their portfolio |
Seattle, WA |
352,859352.9k
$14.3m |
$14.3m |
0.37% |
Added
+24.7k |
+24,723 |
| 19 |
Ellevest, Inc.
0.63% of their portfolio |
NEW YORK, NY |
234,918234.9k
$9.5m |
$9.5m |
0.63% |
Reduced
-23.0k |
-22,993 |
| 20 |
Chandler Asset Management, Inc.
1.59% of their portfolio |
SAN DIEGO, CA |
209,000209.0k
$8.5m |
$8.5m |
1.59% |
Added
+21.9k |
+21,875 |
| 21 |
JMG Financial Group, Ltd.
0.27% of their portfolio |
DOWNERS GROVE, IL |
197,720197.7k
$8.0m |
$8.0m |
0.27% |
Reduced
-9.7k |
-9,696 |
| 22 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
193,844193.8k
$7.8m |
$7.8m |
0.00% |
Reduced
-6.4k |
-6,429 |
| 23 |
Kestra Advisory Services, LLC
0.06% of their portfolio |
AUSTIN, TX |
189,248189.2k
$11.5m |
$11.5m |
0.06% |
New |
|
| 24 |
Payne Capital Management, LLC
3.16% of their portfolio |
New York, NY |
183,487183.5k
$7.4m |
$7.4m |
3.16% |
Added
+14.9k |
+14,897 |
| 25 |
Betterment LLC
0.02% of their portfolio |
NEW YORK, NY |
180,111180.1k
$7.3m |
$7.3m |
0.02% |
Added
+8.8k |
+8,794 |
| 26 |
Mason Investment Advisory Services, Inc.
0.41% of their portfolio |
RESTON, VA |
169,804169.8k
$6.9m |
$6.9m |
0.41% |
Added
+5.9k |
+5,886 |
| 27 |
Valmark Advisers, Inc.
0.10% of their portfolio |
AKRON, OH |
166,425166.4k
$6.7m |
$6.7m |
0.10% |
Added
+8.7k |
+8,691 |
| 28 |
COUNTRY TRUST BANK
0.16% of their portfolio |
Bloomington, IL |
156,625156.6k
$6.3m |
$6.3m |
0.16% |
Added
+32.3k |
+32,302 |
| 29 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.33% of their portfolio |
Greenbrae, CA |
152,986153.0k
$6.2m |
$6.2m |
0.33% |
Reduced
-3.1k |
-3,069 |
| 30 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
150,887150.9k
$6.1m |
$6.1m |
0.00% |
Added
+1.5k |
+1,497 |
| 31 |
AWM CAPITAL, LLC
0.69% of their portfolio |
Phoenix, AZ |
146,405146.4k
$5.9m |
$5.9m |
0.69% |
Added
+26.9k |
+26,941 |
| 32 |
Total Wealth Planning, LLC
0.86% of their portfolio |
CINCINNATI, OH |
139,142139.1k
$5.6m |
$5.6m |
0.86% |
Added
+1.5k |
+1,468 |
| 33 |
Equitable Holdings, Inc.
0.05% of their portfolio |
NEW YORK, NY |
138,593138.6k
$5.6m |
$5.6m |
0.05% |
Reduced
-3.7k |
-3,728 |
| 34 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
137,538137.5k
$5.6m |
$5.6m |
0.00% |
Reduced
-23.3k |
-23,331 |
| 35 |
Traveka Wealth, LLC
2.82% of their portfolio |
LOS ALTOS, CA |
124,529124.5k
$5.0m |
$5.0m |
2.82% |
Added
+8.5k |
+8,524 |
| 36 |
Prime Capital Investment Advisors, LLC
0.06% of their portfolio |
OVERLAND PARK, KS |
123,552123.6k
$5.0m |
$5.0m |
0.06% |
Added
+21.2k |
+21,237 |
| 37 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
119,383119.4k
$4.8m |
$4.8m |
0.00% |
Reduced
-11.5k |
-11,454 |
| 38 |
Marathon Strategic Advisors, LLC
5.06% of their portfolio |
PITTSBURGH, PA |
116,336116.3k
$4.7m |
$4.7m |
5.06% |
Added
+1.4k |
+1,377 |
| 39 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
113,765113.8k
$4.6m |
$4.6m |
0.01% |
Added
+21.3k |
+21,340 |
| 40 |
Strategic Financial Planning, Inc.
3.17% of their portfolio |
PLANO, TX |
113,508113.5k
$4.6m |
$4.6m |
3.17% |
Added
+62 |
+62 |
| 41 |
EXENCIAL WEALTH ADVISORS, LLC
0.17% of their portfolio |
OKLAHOMA CITY, OK |
110,830110.8k
$4.5m |
$4.5m |
0.17% |
Added
+10.9k |
+10,908 |
| 42 |
Upper Left Wealth Management, LLC
3.11% of their portfolio |
TAMPA, FL |
107,067107.1k
$4.3m |
$4.3m |
3.11% |
Reduced
-3.4k |
-3,403 |
| 43 |
Warren Street Wealth Advisors, LLC
1.56% of their portfolio |
IRVINE, CA |
98,34398.3k
$4.0m |
$4.0m |
1.56% |
Added
+9.5k |
+9,454 |
| 44 |
TOWNSQUARE CAPITAL LLC
0.04% of their portfolio |
Lehi, UT |
97,71597.7k
$4.0m |
$4.0m |
0.04% |
Added
+9.5k |
+9,465 |
| 45 |
Avior Wealth Management, LLC
0.15% of their portfolio |
OMAHA, NE |
97,67397.7k
$4.0m |
$4.0m |
0.15% |
Added
+3.3k |
+3,286 |
| 46 |
LPWM LLC
1.26% of their portfolio |
MINNEAPOLIS, MN |
96,76096.8k
$3.9m |
$3.9m |
1.26% |
Added
+6.4k |
+6,405 |
| 47 |
Marotta Asset Management
0.87% of their portfolio |
CHARLOTTESVILLE, VA |
94,25094.2k
$4.4m |
$4.4m |
0.87% |
Reduced
-2.2k |
-2,248 |
| 48 |
Financial Alternatives, Inc
2.58% of their portfolio |
LA JOLLA, CA |
89,46789.5k
$3.6m |
$3.6m |
2.58% |
Added
+5.7k |
+5,726 |
| 49 |
ARVEST INVESTMENTS, INC.
0.54% of their portfolio |
LOWELL, AR |
84,76684.8k
$3.4m |
$3.4m |
0.54% |
Added
+1.9k |
+1,916 |
| 50 |
Gradient Capital Advisors, LLC
1.00% of their portfolio |
SAN DIEGO, CA |
75,53775.5k
$3.1m |
$3.1m |
1.00% |
Added
+6.3k |
+6,255 |
| 51 |
Comprehensive Money Management Services LLC
2.43% of their portfolio |
CORAL GABLES, FL |
74,48374.5k
$3.0m |
$3.0m |
2.43% |
Added
+2.9k |
+2,915 |
| 52 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
73,27773.3k
$3.0m |
$3.0m |
0.00% |
Reduced
-45.0k |
-44,980 |
| 53 |
MISSION WEALTH MANAGEMENT, LP
0.07% of their portfolio |
Santa Barbara, CA |
72,80372.8k
$2.9m |
$2.9m |
0.07% |
Reduced
-7.9k |
-7,948 |
| 54 |
LifePlan Investment Advisors, Inc.
1.66% of their portfolio |
RALEIGH, NC |
71,45771.5k
$2.9m |
$2.9m |
1.66% |
Added
+6.6k |
+6,561 |
| 55 |
Sequoia Financial Advisors, LLC
0.02% of their portfolio |
Akron, OH |
71,06571.1k
$2.9m |
$2.9m |
0.02% |
Reduced
-33.0k |
-33,017 |
| 56 |
MARYLAND CAPITAL ADVISORS INC.
1.24% of their portfolio |
CHESTER, MD |
69,71069.7k
$2.8m |
$2.8m |
1.24% |
Added
+1.4k |
+1,369 |
| 57 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
68,17768.2k
$2.8m |
$2.8m |
0.00% |
Added
+2.1k |
+2,093 |
| 58 |
Disciplined Investments, LLC
1.23% of their portfolio |
TULSA, OK |
66,07366.1k
$2.7m |
$2.7m |
1.23% |
Reduced
-1.5k |
-1,515 |
| 59 |
Cerity Partners OCIO LLC
0.14% of their portfolio |
New York, NY |
63,05463.1k
$2.6m |
$2.6m |
0.14% |
Unchanged |
|
| 60 |
Cypress Point Wealth Management, LLC
0.79% of their portfolio |
DALLAS, TX |
61,55661.6k
$2.5m |
$2.5m |
0.79% |
Reduced
-2.6k |
-2,643 |
| 61 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
60,77160.8k
$2.5m |
$2.5m |
0.01% |
Reduced
-473.5k |
-473,490 |
| 62 |
Transamerica Financial Advisors, LLC
0.25% of their portfolio |
CEDAR RAPIDS, IA |
60,36660.4k
$2.4m |
$2.4m |
0.25% |
Added
+4.7k |
+4,678 |
| 63 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
59,85559.9k
$2.4m |
$2.4m |
0.00% |
Reduced
-4.9k |
-4,890 |
| 64 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
58,81358.8k
$2.4m |
$2.4m |
0.01% |
Reduced
-18.3k |
-18,304 |
| 65 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
57,88257.9k
$2.3m |
$2.3m |
0.01% |
Added
+2.1k |
+2,055 |
| 66 |
VISTA CAPITAL PARTNERS, INC.
0.28% of their portfolio |
PORTLAND, OR |
57,68157.7k
$2.3m |
$2.3m |
0.28% |
Reduced
-12.6k |
-12,641 |
| 67 |
FIRST CITIZENS BANK & TRUST CO
0.06% of their portfolio |
RALEIGH, NC |
56,34356.3k
$2.3m |
$2.3m |
0.06% |
Reduced
-15.6k |
-15,563 |
| 68 |
Aletheian Wealth Advisors LLC
1.28% of their portfolio |
Bellevue, WA |
56,06156.1k
$2.3m |
$2.3m |
1.28% |
Added
+5.9k |
+5,935 |
| 69 |
Focus Partners Advisor Solutions, LLC
0.03% of their portfolio |
SAINT LOUIS, MO |
55,91155.9k
$2.3m |
$2.3m |
0.03% |
Added
+8.1k |
+8,107 |
| 70 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
55,85155.9k
$2.3m |
$2.3m |
0.00% |
Added
+33.3k |
+33,328 |
| 71 |
Prairiewood Capital, LLC
0.91% of their portfolio |
FARGO, ND |
55,55555.6k
$2.2m |
$2.2m |
0.91% |
Added
+4.2k |
+4,233 |
| 72 |
OLD MISSION CAPITAL LLC
0.04% of their portfolio |
CHICAGO, IL |
54,43054.4k
$2.2m |
$2.2m |
0.04% |
New |
|
| 73 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
54,01254.0k
$2.2m |
$2.2m |
0.00% |
Reduced
-23.8k |
-23,825 |
| 74 |
Obsido Oy
1.85% of their portfolio |
TAMPERE, H9 |
53,44453.4k
$2.2m |
$2.2m |
1.85% |
Added
+2.3k |
+2,346 |
| 75 |
Walkner Condon Financial Advisors LLC
0.43% of their portfolio |
MADISON, WI |
53,12653.1k
$2.1m |
$2.1m |
0.43% |
Reduced
-287 |
-287 |
| 76 |
Bear Mountain Capital, Inc.
0.87% of their portfolio |
SEATTLE, WA |
53,00753.0k
$2.3m |
$2.3m |
0.87% |
Reduced
-1.4k |
-1,420 |
| 77 |
Federation des caisses Desjardins du Quebec
0.01% of their portfolio |
LEVIS, A8 |
51,99752.0k
$2.1m |
$2.1m |
0.01% |
Reduced
-2.8k |
-2,796 |
| 78 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
49,41349.4k
$2.0m |
$2.0m |
0.00% |
Added
+6.2k |
+6,237 |
| 79 |
DEUTSCHE BANK AG\
0.00% of their portfolio |
FRANKFURT AM MAIN, 2M |
45,00045.0k
$1.8m |
$1.8m |
0.00% |
Added
+12.4k |
+12,404 |
| 80 |
CARDIFF PARK ADVISORS, LLC
0.17% of their portfolio |
SAN MARCOS, CA |
44,21044.2k
$1.8m |
$1.8m |
0.17% |
Reduced
-1.1k |
-1,121 |
| 81 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
42,44342.4k
$1.7m |
$1.7m |
0.00% |
Reduced
-2.0k |
-1,953 |
| 82 |
ASPIRIANT, LLC
0.06% of their portfolio |
San Francisco, CA |
42,30342.3k
$1.7m |
$1.7m |
0.06% |
Reduced
-3.0k |
-3,043 |
| 83 |
Prosperity Planning, Inc.
0.53% of their portfolio |
NORTH KANSAS CITY, MO |
42,11142.1k
$1.7m |
$1.7m |
0.53% |
Added
+451 |
+451 |
| 84 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
41,26141.3k
$1.7m |
$1.7m |
0.00% |
Reduced
-32.8k |
-32,821 |
| 85 |
Pictet North America Advisors SA
0.16% of their portfolio |
GENEVA 73, V8 |
40,02240.0k
$1.6m |
$1.6m |
0.16% |
Unchanged |
|
| 86 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP
0.03% of their portfolio |
BOSTON, MA |
39,71039.7k
$1.6m |
$1.6m |
0.03% |
Added
+30.5k |
+30,497 |
| 87 |
GUGGENHEIM CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
39,08039.1k
$1.6m |
$1.6m |
0.01% |
Added
+890 |
+890 |
| 88 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
39,07539.1k
$1.6m |
$1.6m |
0.00% |
Added
+5.0k |
+5,001 |
| 89 |
Canal Capital Management, LLC
0.25% of their portfolio |
Richmond, VA |
37,11537.1k
$1.5m |
$1.5m |
0.25% |
Added
+3.5k |
+3,452 |
| 90 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
37,08337.1k
$1.5m |
$1.5m |
0.00% |
Reduced
-22.5k |
-22,482 |
| 91 |
Freedom Investment Management, Inc.
0.12% of their portfolio |
SOUTH WINDSOR, CT |
36,27236.3k
$1.5m |
$1.5m |
0.12% |
Added
+7.0k |
+7,044 |
| 92 |
DOPKINS WEALTH MANAGEMENT, LLC
0.74% of their portfolio |
WILLIAMSVILLE, NY |
36,14036.1k
$1.5m |
$1.5m |
0.74% |
Added
+8.8k |
+8,802 |
| 93 |
Farther Finance Advisors, LLC
0.04% of their portfolio |
SAN FRANCISCO, CA |
36,04436.0k
$1.5m |
$1.5m |
0.04% |
Added
+2.9k |
+2,929 |
| 94 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
35,01935.0k
$1.4m |
$1.4m |
0.00% |
Added
+582 |
+582 |
| 95 |
Cambridge Advisors Inc.
0.29% of their portfolio |
OMAHA, NE |
32,78532.8k
$1.3m |
$1.3m |
0.29% |
Unchanged |
|
| 96 |
Ariadne Wealth Management, LP
0.72% of their portfolio |
SANTA BARBARA, CA |
31,60731.6k
$1.4m |
$1.4m |
0.72% |
Reduced
-5 |
-5 |
| 97 |
Endowment Wealth Management, Inc.
0.82% of their portfolio |
APPLETON, WI |
31,46731.5k
$1.3m |
$1.3m |
0.82% |
Reduced
-494 |
-494 |
| 98 |
VANGUARD GROUP INC
0.00% of their portfolio |
Valley Forge, PA |
30,94630.9k
$1.3m |
$1.3m |
0.00% |
Added
+4.0k |
+4,032 |
| 99 |
Partners in Financial Planning
0.25% of their portfolio |
SALEM, VA |
30,43230.4k
$1.2m |
$1.2m |
0.25% |
Reduced
-896 |
-896 |
| 100 |
Stone Summit Wealth LLC
0.41% of their portfolio |
MIAMI, FL |
29,95830.0k
$1.2m |
$1.2m |
0.41% |
Added
+1.5k |
+1,455 |