| 1 |
Empower Advisory Group, LLC
1.84% of their portfolio |
Greenwood Village, CO |
13,868,52913.9m
$662.1m |
$662.1m |
1.84% |
Added
+219.7k |
+219,702 |
| 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.04% of their portfolio |
SAN FRANCISCO, CA |
5,391,9275.4m
$257.4m |
$257.4m |
0.04% |
Reduced
-170.3k |
-170,319 |
| 3 |
ASSETMARK, INC
0.19% of their portfolio |
CONCORD, CA |
1,850,4041.9m
$88.3m |
$88.3m |
0.19% |
Added
+893.9k |
+893,939 |
| 4 |
Ballentine Partners, LLC
0.99% of their portfolio |
Waltham, MA |
1,499,3161.5m
$71.6m |
$71.6m |
0.99% |
Added
+60.6k |
+60,596 |
| 5 |
ENVESTNET ASSET MANAGEMENT INC
0.02% of their portfolio |
Berwyn, PA |
1,252,7261.3m
$59.8m |
$59.8m |
0.02% |
Reduced
-71.2k |
-71,157 |
| 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.37% of their portfolio |
IRVING, TX |
1,085,7961.1m
$51.8m |
$51.8m |
0.37% |
Reduced
-98.0k |
-98,021 |
| 7 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
897,192897.2k
$42.8m |
$42.8m |
0.00% |
Reduced
-24.4k |
-24,434 |
| 8 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
726,109726.1k
$34.7m |
$34.7m |
0.00% |
Added
+58.9k |
+58,895 |
| 9 |
Creative Planning
0.03% of their portfolio |
OVERLAND PARK, KS |
725,629725.6k
$34.6m |
$34.6m |
0.03% |
Added
+17.3k |
+17,311 |
| 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.03% of their portfolio |
Toronto, A6 |
696,270696.3k
$33.2m |
$33.2m |
0.03% |
Reduced
-118.0k |
-117,979 |
| 11 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
492,998493.0k
$23.5m |
$23.5m |
0.00% |
Added
+259.1k |
+259,106 |
| 12 |
Corient Private Wealth LP
0.04% of their portfolio |
MIAMI, FL |
478,256478.3k
$22.8m |
$22.8m |
0.04% |
Reduced
-183.3k |
-183,321 |
| 13 |
MOLLER WEALTH PARTNERS
4.36% of their portfolio |
NORTHFIELD, IL |
438,007438.0k
$20.9m |
$20.9m |
4.36% |
Added
+13.8k |
+13,847 |
| 14 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
417,236417.2k
$19.9m |
$19.9m |
0.00% |
Reduced
-13.2k |
-13,172 |
| 15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.37% of their portfolio |
Seattle, WA |
389,705389.7k
$18.6m |
$18.6m |
0.37% |
Added
+15.5k |
+15,500 |
| 16 |
CHILTON CAPITAL MANAGEMENT LLC
0.62% of their portfolio |
HOUSTON, TX |
383,400383.4k
$18.3m |
$18.3m |
0.62% |
Reduced
-11.8k |
-11,750 |
| 17 |
CSM Advisors, LLC
0.48% of their portfolio |
WARRENDALE, PA |
357,400357.4k
$17.1m |
$17.1m |
0.48% |
Unchanged |
|
| 18 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
333,380333.4k
$15.9m |
$15.9m |
0.02% |
Added
+233.9k |
+233,945 |
| 19 |
Betterment LLC
0.02% of their portfolio |
NEW YORK, NY |
262,095262.1k
$12.5m |
$12.5m |
0.02% |
Reduced
-4.1k |
-4,086 |
| 20 |
Rockwood Wealth Management, LLC
0.89% of their portfolio |
New Hope, PA |
232,908232.9k
$11.1m |
$11.1m |
0.89% |
Reduced
-17.0k |
-16,996 |
| 21 |
Chandler Asset Management, Inc.
1.68% of their portfolio |
SAN DIEGO, CA |
214,815214.8k
$10.3m |
$10.3m |
1.68% |
Added
+6.0k |
+5,955 |
| 22 |
Payne Capital Management, LLC
3.22% of their portfolio |
New York, NY |
209,325209.3k
$10.0m |
$10.0m |
3.22% |
Added
+23.2k |
+23,163 |
| 23 |
JMG Financial Group, Ltd.
0.28% of their portfolio |
DOWNERS GROVE, IL |
206,331206.3k
$9.9m |
$9.9m |
0.28% |
Added
+6.9k |
+6,874 |
| 24 |
Forefront Wealth Partners, LLC
2.36% of their portfolio |
AUSTIN, TX |
196,638196.6k
$9.4m |
$9.4m |
2.36% |
New |
|
| 25 |
M&T Bank Corp
0.03% of their portfolio |
BUFFALO, NY |
182,721182.7k
$8.7m |
$8.7m |
0.03% |
Reduced
-318.5k |
-318,454 |
| 26 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
176,652176.7k
$8.4m |
$8.4m |
0.00% |
Reduced
-75.2k |
-75,191 |
| 27 |
Mason Investment Advisory Services, Inc.
0.38% of their portfolio |
RESTON, VA |
161,829161.8k
$7.7m |
$7.7m |
0.38% |
Added
+497 |
+497 |
| 28 |
COUNTRY TRUST BANK
0.16% of their portfolio |
Bloomington, IL |
156,411156.4k
$7.5m |
$7.5m |
0.16% |
Added
+919 |
+919 |
| 29 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.37% of their portfolio |
Greenbrae, CA |
150,871150.9k
$7.2m |
$7.2m |
0.37% |
Reduced
-2.8k |
-2,835 |
| 30 |
Equitable Holdings, Inc.
0.05% of their portfolio |
NEW YORK, NY |
150,071150.1k
$7.2m |
$7.2m |
0.05% |
Added
+701 |
+701 |
| 31 |
Total Wealth Planning, LLC
0.81% of their portfolio |
CINCINNATI, OH |
146,340146.3k
$7.0m |
$7.0m |
0.81% |
Reduced
-1.5k |
-1,466 |
| 32 |
RWA WEALTH PARTNERS, LLC
0.08% of their portfolio |
BOSTON, MA |
138,650138.7k
$6.6m |
$6.6m |
0.08% |
Added
+11.5k |
+11,466 |
| 33 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
137,308137.3k
$6.6m |
$6.6m |
0.00% |
Added
+1.5k |
+1,527 |
| 34 |
EXENCIAL WEALTH ADVISORS, LLC
0.20% of their portfolio |
OKLAHOMA CITY, OK |
130,416130.4k
$6.2m |
$6.2m |
0.20% |
Added
+6.8k |
+6,830 |
| 35 |
Cypress Point Wealth Management, LLC
1.23% of their portfolio |
DALLAS, TX |
126,814126.8k
$6.1m |
$6.1m |
1.23% |
Added
+65.3k |
+65,258 |
| 36 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
125,805125.8k
$6.0m |
$6.0m |
0.01% |
Added
+6.6k |
+6,600 |
| 37 |
Marathon Strategic Advisors, LLC
4.72% of their portfolio |
PITTSBURGH, PA |
123,513123.5k
$5.9m |
$5.9m |
4.72% |
Added
+2.5k |
+2,483 |
| 38 |
Traveka Wealth, LLC
2.59% of their portfolio |
LOS ALTOS, CA |
121,513121.5k
$5.8m |
$5.8m |
2.59% |
Reduced
-4.6k |
-4,571 |
| 39 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
121,380121.4k
$5.8m |
$5.8m |
0.01% |
Added
+15.1k |
+15,148 |
| 40 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
115,841115.8k
$5.5m |
$5.5m |
0.00% |
Reduced
-1.0k |
-1,048 |
| 41 |
Asset Management One Co., Ltd.
0.02% of their portfolio |
TOKYO, M0 |
113,850113.8k
$5.4m |
$5.4m |
0.02% |
New |
|
| 42 |
Strategic Financial Planning, Inc.
3.09% of their portfolio |
PLANO, TX |
111,817111.8k
$5.3m |
$5.3m |
3.09% |
Reduced
-1.4k |
-1,449 |
| 43 |
Avior Wealth Management, LLC
0.17% of their portfolio |
OMAHA, NE |
109,931109.9k
$5.2m |
$5.2m |
0.17% |
Added
+8.9k |
+8,858 |
| 44 |
Warren Street Wealth Advisors, LLC
1.53% of their portfolio |
IRVINE, CA |
106,584106.6k
$5.1m |
$5.1m |
1.53% |
Added
+53 |
+53 |
| 45 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
105,114105.1k
$5.0m |
$5.0m |
0.00% |
Added
+2.4k |
+2,401 |
| 46 |
Upper Left Wealth Management, LLC
3.14% of their portfolio |
TAMPA, FL |
104,861104.9k
$5.0m |
$5.0m |
3.14% |
Reduced
-829 |
-829 |
| 47 |
VISTA CAPITAL PARTNERS, INC.
0.47% of their portfolio |
PORTLAND, OR |
97,08297.1k
$4.6m |
$4.6m |
0.47% |
Reduced
-6.7k |
-6,696 |
| 48 |
US BANCORP \DE\
0.01% of their portfolio |
MINNEAPOLIS, MN |
94,82994.8k
$4.5m |
$4.5m |
0.01% |
Added
+14.9k |
+14,907 |
| 49 |
Marotta Asset Management
0.84% of their portfolio |
CHARLOTTESVILLE, VA |
93,73893.7k
$4.5m |
$4.5m |
0.84% |
Reduced
-2.3k |
-2,257 |
| 50 |
ARVEST INVESTMENTS, INC.
0.63% of their portfolio |
LOWELL, AR |
91,97992.0k
$4.4m |
$4.4m |
0.63% |
Added
+8.7k |
+8,707 |
| 51 |
Financial Alternatives, Inc
2.66% of their portfolio |
LA JOLLA, CA |
91,88591.9k
$4.4m |
$4.4m |
2.66% |
Added
+736 |
+736 |
| 52 |
LPWM LLC
1.14% of their portfolio |
MINNEAPOLIS, MN |
89,88789.9k
$4.3m |
$4.3m |
1.14% |
Added
+1.7k |
+1,728 |
| 53 |
Prime Capital Investment Advisors, LLC
0.05% of their portfolio |
OVERLAND PARK, KS |
86,72586.7k
$4.1m |
$4.1m |
0.05% |
Reduced
-3.6k |
-3,637 |
| 54 |
OLD MISSION CAPITAL LLC
0.14% of their portfolio |
CHICAGO, IL |
84,04384.0k
$4.0m |
$4.0m |
0.14% |
New |
|
| 55 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
82,44182.4k
$3.9m |
$3.9m |
0.00% |
Reduced
-74.0k |
-73,997 |
| 56 |
Gradient Capital Advisors, LLC
1.01% of their portfolio |
SAN DIEGO, CA |
79,20879.2k
$3.8m |
$3.8m |
1.01% |
Added
+1.2k |
+1,239 |
| 57 |
AWM CAPITAL, LLC
0.34% of their portfolio |
Phoenix, AZ |
78,63078.6k
$3.8m |
$3.8m |
0.34% |
Reduced
-19.0k |
-19,037 |
| 58 |
Comprehensive Money Management Services LLC
2.57% of their portfolio |
CORAL GABLES, FL |
76,00976.0k
$3.6m |
$3.6m |
2.57% |
Added
+2.3k |
+2,301 |
| 59 |
MARYLAND CAPITAL ADVISORS INC.
1.25% of their portfolio |
CHESTER, MD |
73,27873.3k
$3.5m |
$3.5m |
1.25% |
Added
+2.9k |
+2,894 |
| 60 |
MISSION WEALTH MANAGEMENT, LP
0.07% of their portfolio |
Santa Barbara, CA |
69,16369.2k
$3.3m |
$3.3m |
0.07% |
Reduced
-1.9k |
-1,895 |
| 61 |
LifePlan Investment Advisors, Inc.
1.37% of their portfolio |
RALEIGH, NC |
68,53568.5k
$3.3m |
$3.3m |
1.37% |
Reduced
-1.8k |
-1,812 |
| 62 |
Focus Partners Advisor Solutions, LLC
0.04% of their portfolio |
SAINT LOUIS, MO |
68,02468.0k
$3.2m |
$3.2m |
0.04% |
Added
+5.0k |
+5,006 |
| 63 |
Transamerica Financial Advisors, LLC
0.27% of their portfolio |
CEDAR RAPIDS, IA |
67,56567.6k
$3.2m |
$3.2m |
0.27% |
Added
+1.0k |
+1,025 |
| 64 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
66,72066.7k
$3.2m |
$3.2m |
0.00% |
Reduced
-10 |
-10 |
| 65 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
66,10666.1k
$3.2m |
$3.2m |
0.00% |
Added
+8.1k |
+8,128 |
| 66 |
Aletheian Wealth Advisors LLC
1.38% of their portfolio |
Bellevue, WA |
62,35262.4k
$3.0m |
$3.0m |
1.38% |
Added
+652 |
+652 |
| 67 |
Disciplined Investments, LLC
1.14% of their portfolio |
TULSA, OK |
59,83859.8k
$2.9m |
$2.9m |
1.14% |
Reduced
-905 |
-905 |
| 68 |
Prairiewood Capital, LLC
0.95% of their portfolio |
FARGO, ND |
59,74359.7k
$2.9m |
$2.9m |
0.95% |
Added
+2.5k |
+2,544 |
| 69 |
Obsido Oy
1.87% of their portfolio |
TAMPERE, H9 |
58,91758.9k
$2.8m |
$2.8m |
1.87% |
Added
+5.3k |
+5,339 |
| 70 |
Sumitomo Mitsui DS Asset Management Company, Ltd
0.02% of their portfolio |
TOKYO, M0 |
57,72057.7k
$2.8m |
$2.8m |
0.02% |
New |
|
| 71 |
Dunhill Financial, LLC
0.69% of their portfolio |
LONDON, X0 |
55,24155.2k
$2.6m |
$2.6m |
0.69% |
Added
+4.3k |
+4,302 |
| 72 |
Walkner Condon Financial Advisors LLC
0.40% of their portfolio |
MADISON, WI |
52,84252.8k
$2.5m |
$2.5m |
0.40% |
Added
+167 |
+167 |
| 73 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
51,74951.7k
$2.5m |
$2.5m |
0.01% |
Reduced
-1.4k |
-1,426 |
| 74 |
Old Port Advisors
0.62% of their portfolio |
PORTLAND, ME |
51,38451.4k
$2.5m |
$2.5m |
0.62% |
Added
+16.2k |
+16,190 |
| 75 |
Federation des caisses Desjardins du Quebec
0.01% of their portfolio |
LEVIS, A8 |
50,14350.1k
$2.4m |
$2.4m |
0.01% |
Reduced
-715 |
-715 |
| 76 |
Bear Mountain Capital, Inc.
0.76% of their portfolio |
SEATTLE, WA |
47,38647.4k
$2.3m |
$2.3m |
0.76% |
Added
+84 |
+84 |
| 77 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
44,40644.4k
$2.1m |
$2.1m |
0.00% |
Added
+12.8k |
+12,827 |
| 78 |
CARDIFF PARK ADVISORS, LLC
0.16% of their portfolio |
SAN MARCOS, CA |
44,38244.4k
$2.1m |
$2.1m |
0.16% |
Unchanged |
|
| 79 |
Prosperity Planning, Inc.
0.57% of their portfolio |
NORTH KANSAS CITY, MO |
44,21044.2k
$2.1m |
$2.1m |
0.57% |
Added
+1.3k |
+1,291 |
| 80 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
43,74443.7k
$2.1m |
$2.1m |
0.00% |
Reduced
-731 |
-731 |
| 81 |
GUGGENHEIM CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
42,00342.0k
$2.0m |
$2.0m |
0.01% |
Added
+348 |
+348 |
| 82 |
Valmark Advisers, Inc.
0.03% of their portfolio |
AKRON, OH |
41,71741.7k
$2.0m |
$2.0m |
0.03% |
Added
+128 |
+128 |
| 83 |
ASPIRIANT, LLC
0.06% of their portfolio |
San Francisco, CA |
41,51941.5k
$2.0m |
$2.0m |
0.06% |
Unchanged |
|
| 84 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
40,75340.8k
$1.9m |
$1.9m |
0.01% |
Reduced
-491 |
-491 |
| 85 |
Pictet North America Advisors SA
0.18% of their portfolio |
GENEVA 73, V8 |
40,02240.0k
$1.9m |
$1.9m |
0.18% |
Unchanged |
|
| 86 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
38,73538.7k
$1.8m |
$1.8m |
0.00% |
Added
+254 |
+254 |
| 87 |
Canal Capital Management, LLC
0.27% of their portfolio |
Richmond, VA |
37,05537.1k
$1.8m |
$1.8m |
0.27% |
Reduced
-60 |
-60 |
| 88 |
FIRST CITIZENS BANK & TRUST CO
0.04% of their portfolio |
RALEIGH, NC |
35,94735.9k
$1.7m |
$1.7m |
0.04% |
Reduced
-2.0k |
-1,967 |
| 89 |
Haven Private, LLC
0.74% of their portfolio |
ORLANDO, FL |
35,17735.2k
$1.7m |
$1.7m |
0.74% |
Added
+1.4k |
+1,437 |
| 90 |
DOPKINS WEALTH MANAGEMENT, LLC
0.70% of their portfolio |
WILLIAMSVILLE, NY |
34,59334.6k
$1.7m |
$1.7m |
0.70% |
Reduced
-839 |
-839 |
| 91 |
Cambridge Advisors Inc.
0.31% of their portfolio |
OMAHA, NE |
33,58533.6k
$1.6m |
$1.6m |
0.31% |
Added
+800 |
+800 |
| 92 |
Precision Wealth Strategies, LLC
0.50% of their portfolio |
SAINT LOUIS, MO |
32,36932.4k
$1.5m |
$1.5m |
0.50% |
Reduced
-2.8k |
-2,758 |
| 93 |
VANGUARD GROUP INC
0.00% of their portfolio |
Valley Forge, PA |
32,14532.1k
$1.5m |
$1.5m |
0.00% |
Unchanged |
|
| 94 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
31,75431.8k
$1.5m |
$1.5m |
0.00% |
Added
+7.5k |
+7,522 |
| 95 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC
0.44% of their portfolio |
FLORENCE, SC |
30,77530.8k
$1.5m |
$1.5m |
0.44% |
Added
+1.1k |
+1,149 |
| 96 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
30,52930.5k
$1.5m |
$1.5m |
0.00% |
Reduced
-83.2k |
-83,246 |
| 97 |
Ariadne Wealth Management, LP
0.65% of their portfolio |
SANTA BARBARA, CA |
30,50730.5k
$1.5m |
$1.5m |
0.65% |
Unchanged |
|
| 98 |
Wealthfront Advisers LLC
0.00% of their portfolio |
Palo Alto, CA |
30,42930.4k
$1.5m |
$1.5m |
0.00% |
Added
+6.6k |
+6,556 |
| 99 |
Mount Lucas Management LP
0.65% of their portfolio |
Newtown, PA |
30,25430.3k
$1.4m |
$1.4m |
0.65% |
Reduced
-183 |
-183 |
| 100 |
Endowment Wealth Management, Inc.
0.65% of their portfolio |
APPLETON, WI |
29,92229.9k
$1.4m |
$1.4m |
0.65% |
Reduced
-128 |
-128 |