| 1 |
Empower Advisory Group, LLC
1.66% of their portfolio |
Greenwood Village, CO |
15,483,96915.5m
$694.5m |
$694.5m |
1.66% |
Added
+911.5k |
+911,504 |
| 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03% of their portfolio |
SAN FRANCISCO, CA |
4,856,9564.9m
$217.8m |
$217.8m |
0.03% |
Reduced
-201.0k |
-200,982 |
| 3 |
Ballentine Partners, LLC
0.87% of their portfolio |
Waltham, MA |
1,581,1111.6m
$70.9m |
$70.9m |
0.87% |
Added
+116 |
+116 |
| 4 |
Creative Planning
0.02% of their portfolio |
OVERLAND PARK, KS |
847,958848.0k
$38.0m |
$38.0m |
0.02% |
Added
+82.2k |
+82,197 |
| 5 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
839,993840.0k
$37.7m |
$37.7m |
0.01% |
Reduced
-29.9k |
-29,938 |
| 6 |
ASSETMARK, INC
0.06% of their portfolio |
CONCORD, CA |
794,529794.5k
$35.6m |
$35.6m |
0.06% |
Added
+21.5k |
+21,511 |
| 7 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
738,255738.3k
$33.1m |
$33.1m |
0.00% |
Reduced
-54.3k |
-54,278 |
| 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.18% of their portfolio |
IRVING, TX |
717,752717.8k
$32.2m |
$32.2m |
0.18% |
Reduced
-34.7k |
-34,710 |
| 9 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
643,510643.5k
$28.9m |
$28.9m |
0.00% |
Reduced
-93.0k |
-92,969 |
| 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.02% of their portfolio |
Toronto, A6 |
597,439597.4k
$26.8m |
$26.8m |
0.02% |
Reduced
-15.2k |
-15,173 |
| 11 |
M&T Bank Corp
0.07% of their portfolio |
BUFFALO, NY |
556,084556.1k
$24.9m |
$24.9m |
0.07% |
Added
+100.4k |
+100,437 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
553,397553.4k
$24.8m |
$24.8m |
0.01% |
Reduced
-47.9k |
-47,933 |
| 13 |
MOLLER WEALTH PARTNERS
4.15% of their portfolio |
NORTHFIELD, IL |
511,167511.2k
$22.9m |
$22.9m |
4.15% |
Added
+28.2k |
+28,184 |
| 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.33% of their portfolio |
Seattle, WA |
500,022500.0k
$22.4m |
$22.4m |
0.33% |
Added
+46.8k |
+46,789 |
| 15 |
CHILTON CAPITAL MANAGEMENT LLC
0.64% of their portfolio |
HOUSTON, TX |
449,635449.6k
$20.2m |
$20.2m |
0.64% |
Added
+16.7k |
+16,705 |
| 16 |
Chandler Asset Management, Inc.
2.82% of their portfolio |
SAN DIEGO, CA |
446,505446.5k
$20.0m |
$20.0m |
2.82% |
Added
+21.4k |
+21,450 |
| 17 |
Corient Private Wealth LP
0.02% of their portfolio |
MIAMI, FL |
378,349378.3k
$17.0m |
$17.0m |
0.02% |
Reduced
-235.0k |
-235,035 |
| 18 |
Savant Capital, LLC
0.05% of their portfolio |
ROCKFORD, IL |
341,168341.2k
$15.7m |
$15.7m |
0.05% |
Added
+314.7k |
+314,725 |
| 19 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
321,678321.7k
$14.4m |
$14.4m |
0.00% |
Added
+132.7k |
+132,734 |
| 20 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
311,233311.2k
$14.0m |
$14.0m |
0.00% |
Added
+86.6k |
+86,572 |
| 21 |
JANE STREET GROUP, LLC
0.01% of their portfolio |
NEW YORK, NY |
300,032300.0k
$13.5m |
$13.5m |
0.01% |
Added
+53.3k |
+53,277 |
| 22 |
Betterment LLC
0.02% of their portfolio |
NEW YORK, NY |
258,283258.3k
$11.6m |
$11.6m |
0.02% |
Added
+73 |
+73 |
| 23 |
Payne Capital Management, LLC
2.84% of their portfolio |
New York, NY |
237,574237.6k
$10.7m |
$10.7m |
2.84% |
Added
+10.2k |
+10,174 |
| 24 |
Cypress Point Wealth Management, LLC
1.97% of their portfolio |
DALLAS, TX |
216,172216.2k
$9.7m |
$9.7m |
1.97% |
Added
+11.4k |
+11,444 |
| 25 |
Rockwood Wealth Management, LLC
0.61% of their portfolio |
New Hope, PA |
216,035216.0k
$9.7m |
$9.7m |
0.61% |
Reduced
-4.5k |
-4,500 |
| 26 |
JMG Financial Group, Ltd.
0.23% of their portfolio |
DOWNERS GROVE, IL |
211,317211.3k
$9.5m |
$9.5m |
0.23% |
Added
+2.3k |
+2,316 |
| 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
193,537193.5k
$8.7m |
$8.7m |
0.00% |
Added
+27.9k |
+27,919 |
| 28 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
179,539179.5k
$8.1m |
$8.1m |
0.00% |
Added
+5.4k |
+5,382 |
| 29 |
Mason Investment Advisory Services, Inc.
0.30% of their portfolio |
RESTON, VA |
175,711175.7k
$7.9m |
$7.9m |
0.30% |
Added
+15.6k |
+15,584 |
| 30 |
COUNTRY TRUST BANK
0.13% of their portfolio |
Bloomington, IL |
163,467163.5k
$7.3m |
$7.3m |
0.13% |
Added
+2.8k |
+2,839 |
| 31 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.36% of their portfolio |
Greenbrae, CA |
152,061152.1k
$6.8m |
$6.8m |
0.36% |
Reduced
-1.8k |
-1,777 |
| 32 |
Marathon Strategic Advisors, LLC
3.44% of their portfolio |
PITTSBURGH, PA |
135,847135.8k
$6.1m |
$6.1m |
3.44% |
Added
+6.5k |
+6,515 |
| 33 |
Asset Management One Co., Ltd.
0.02% of their portfolio |
TOKYO, M0 |
134,610134.6k
$6.0m |
$6.0m |
0.02% |
Added
+8.3k |
+8,270 |
| 34 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
133,585133.6k
$6.0m |
$6.0m |
0.00% |
Added
+7.3k |
+7,345 |
| 35 |
US BANCORP \DE\
0.01% of their portfolio |
MINNEAPOLIS, MN |
132,230132.2k
$5.9m |
$5.9m |
0.01% |
Reduced
-13.0k |
-13,028 |
| 36 |
Avior Wealth Management, LLC
0.15% of their portfolio |
OMAHA, NE |
128,421128.4k
$5.8m |
$5.8m |
0.15% |
Added
+4.5k |
+4,458 |
| 37 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
125,818125.8k
$5.6m |
$5.6m |
0.00% |
Reduced
-421 |
-421 |
| 38 |
Warren Street Wealth Advisors, LLC
1.22% of their portfolio |
IRVINE, CA |
120,572120.6k
$5.4m |
$5.4m |
1.22% |
Added
+5.2k |
+5,201 |
| 39 |
Traveka Wealth, LLC
1.79% of their portfolio |
LOS ALTOS, CA |
119,962120.0k
$5.4m |
$5.4m |
1.79% |
Added
+1.8k |
+1,755 |
| 40 |
Marotta Asset Management
0.88% of their portfolio |
CHARLOTTESVILLE, VA |
117,463117.5k
$5.3m |
$5.3m |
0.88% |
Added
+14.3k |
+14,251 |
| 41 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
116,387116.4k
$5.2m |
$5.2m |
0.00% |
Added
+394 |
+394 |
| 42 |
Strategic Financial Planning, Inc.
2.71% of their portfolio |
PLANO, TX |
115,681115.7k
$5.2m |
$5.2m |
2.71% |
New |
|
| 43 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
113,890113.9k
$5.1m |
$5.1m |
0.00% |
Reduced
-5.0k |
-4,978 |
| 44 |
Amicus Financial Advisors, LLC
1.20% of their portfolio |
LUBBOCK, TX |
108,849108.8k
$4.9m |
$4.9m |
1.20% |
Reduced
-1.8k |
-1,831 |
| 45 |
Factor Wealth Management LTD
0.73% of their portfolio |
CHICAGO, IL |
108,197108.2k
$4.9m |
$4.9m |
0.73% |
Added
+43.0k |
+43,042 |
| 46 |
Financial Alternatives, Inc
2.38% of their portfolio |
LA JOLLA, CA |
107,792107.8k
$4.8m |
$4.8m |
2.38% |
Added
+3.4k |
+3,361 |
| 47 |
Urban Financial Advisory Corp
1.30% of their portfolio |
CHICAGO, IL |
105,223105.2k
$4.7m |
$4.7m |
1.30% |
Added
+72.1k |
+72,056 |
| 48 |
Heartland Bank & Trust Co
0.97% of their portfolio |
BLOOMINGTON, IL |
104,657104.7k
$4.7m |
$4.7m |
0.97% |
Added
+7.3k |
+7,308 |
| 49 |
Upper Left Wealth Management, LLC
2.56% of their portfolio |
TAMPA, FL |
103,135103.1k
$4.6m |
$4.6m |
2.56% |
Added
+105 |
+105 |
| 50 |
ARVEST INVESTMENTS, INC.
0.55% of their portfolio |
LOWELL, AR |
100,765100.8k
$4.5m |
$4.5m |
0.55% |
Reduced
-936 |
-936 |
| 51 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
95,76295.8k
$4.3m |
$4.3m |
0.01% |
Added
+5.6k |
+5,579 |
| 52 |
VISTA CAPITAL PARTNERS, INC.
0.38% of their portfolio |
PORTLAND, OR |
95,75595.8k
$4.3m |
$4.3m |
0.38% |
Added
+502 |
+502 |
| 53 |
Comprehensive Money Management Services LLC
2.59% of their portfolio |
CORAL GABLES, FL |
91,83491.8k
$4.1m |
$4.1m |
2.59% |
Added
+7.0k |
+7,045 |
| 54 |
Gradient Capital Advisors, LLC
0.90% of their portfolio |
SAN DIEGO, CA |
86,24586.2k
$3.9m |
$3.9m |
0.90% |
Added
+4.2k |
+4,216 |
| 55 |
LPWM LLC
0.83% of their portfolio |
MINNEAPOLIS, MN |
83,05883.1k
$3.7m |
$3.7m |
0.83% |
Added
+2.5k |
+2,544 |
| 56 |
BluePrint Investing LLC
3.13% of their portfolio |
SAN FRANCISCO, CA |
82,93982.9k
$3.7m |
$3.7m |
3.13% |
Reduced
-1.1k |
-1,094 |
| 57 |
MISSION WEALTH MANAGEMENT, LP
0.04% of their portfolio |
Santa Barbara, CA |
80,13780.1k
$3.6m |
$3.6m |
0.04% |
Added
+9.8k |
+9,751 |
| 58 |
Farther Finance Advisors, LLC
0.03% of their portfolio |
SAN FRANCISCO, CA |
79,41579.4k
$3.6m |
$3.6m |
0.03% |
Added
+3.0k |
+2,968 |
| 59 |
Old Port Advisors
0.67% of their portfolio |
PORTLAND, ME |
76,01876.0k
$3.4m |
$3.4m |
0.67% |
Added
+2.2k |
+2,239 |
| 60 |
Prairiewood Capital, LLC
0.88% of their portfolio |
FARGO, ND |
75,43775.4k
$3.4m |
$3.4m |
0.88% |
Added
+4.6k |
+4,576 |
| 61 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
74,93474.9k
$3.4m |
$3.4m |
0.00% |
Reduced
-73.4k |
-73,376 |
| 62 |
Evelyn Partners Group Ltd
0.12% of their portfolio |
LONDON, X0 |
73,02773.0k
$7.0m |
$7.0m |
0.12% |
First filing |
|
| 63 |
LifePlan Investment Advisors, Inc.
1.11% of their portfolio |
RALEIGH, NC |
71,57871.6k
$3.2m |
$3.2m |
1.11% |
Added
+322 |
+322 |
| 64 |
Obsido Oy
1.71% of their portfolio |
TAMPERE, H9 |
71,41671.4k
$3.2m |
$3.2m |
1.71% |
Added
+2.4k |
+2,405 |
| 65 |
MARYLAND CAPITAL ADVISORS INC.
0.99% of their portfolio |
CHESTER, MD |
69,09169.1k
$3.1m |
$3.1m |
0.99% |
First filing |
|
| 66 |
Aletheian Wealth Advisors LLC
1.31% of their portfolio |
Bellevue, WA |
68,56968.6k
$3.1m |
$3.1m |
1.31% |
Added
+8.3k |
+8,317 |
| 67 |
Strategic Wealth Advisors LLC
2.51% of their portfolio |
SCOTTSDALE, AZ |
63,92963.9k
$2.9m |
$2.9m |
2.51% |
Reduced
-2.6k |
-2,589 |
| 68 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
63,33563.3k
$2.8m |
$2.8m |
0.00% |
Reduced
-15.2k |
-15,198 |
| 69 |
Focus Partners Advisor Solutions, LLC
0.02% of their portfolio |
SAINT LOUIS, MO |
62,86662.9k
$2.8m |
$2.8m |
0.02% |
Reduced
-4.1k |
-4,111 |
| 70 |
AWM CAPITAL, LLC
0.22% of their portfolio |
Phoenix, AZ |
61,36361.4k
$2.8m |
$2.8m |
0.22% |
Reduced
-16.1k |
-16,099 |
| 71 |
Walkner Condon Financial Advisors LLC
0.31% of their portfolio |
MADISON, WI |
60,24360.2k
$2.7m |
$2.7m |
0.31% |
Added
+6.5k |
+6,450 |
| 72 |
Disciplined Investments, LLC
0.87% of their portfolio |
TULSA, OK |
59,99960.0k
$2.7m |
$2.7m |
0.87% |
Reduced
-2.4k |
-2,414 |
| 73 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
57,79957.8k
$2.6m |
$2.6m |
0.00% |
Reduced
-3.2k |
-3,219 |
| 74 |
Hamrick Investment Counsel, llc
1.71% of their portfolio |
SEATTLE, WA |
57,54857.5k
$2.6m |
$2.6m |
1.71% |
Added
+1.7k |
+1,683 |
| 75 |
Lynx Investment Advisory
0.83% of their portfolio |
WASHINGTON, DC, DC |
56,26856.3k
$2.5m |
$2.5m |
0.83% |
Added
+50.2k |
+50,210 |
| 76 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
54,87754.9k
$2.5m |
$2.5m |
0.01% |
Added
+1.9k |
+1,891 |
| 77 |
Transamerica Financial Advisors, LLC
0.20% of their portfolio |
CEDAR RAPIDS, IA |
53,20253.2k
$2.4m |
$2.4m |
0.20% |
Reduced
-5.2k |
-5,174 |
| 78 |
Bear Mountain Capital, Inc.
0.69% of their portfolio |
SEATTLE, WA |
52,39652.4k
$2.4m |
$2.4m |
0.69% |
Added
+1.3k |
+1,317 |
| 79 |
DEUTSCHE BANK AG\
0.00% of their portfolio |
FRANKFURT AM MAIN, 2M |
50,00050.0k
$2.2m |
$2.2m |
0.00% |
Unchanged |
|
| 80 |
Federation des caisses Desjardins du Quebec
0.01% of their portfolio |
LEVIS, A8 |
49,65649.7k
$2.2m |
$2.2m |
0.01% |
Reduced
-312 |
-312 |
| 81 |
Prosperity Planning, Inc.
0.51% of their portfolio |
NORTH KANSAS CITY, MO |
49,43449.4k
$2.2m |
$2.2m |
0.51% |
Added
+1.4k |
+1,410 |
| 82 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
48,38848.4k
$2.2m |
$2.2m |
0.00% |
Added
+24.2k |
+24,191 |
| 83 |
Wealthfront Advisers LLC
0.00% of their portfolio |
Palo Alto, CA |
48,22448.2k
$2.2m |
$2.2m |
0.00% |
Added
+15.8k |
+15,761 |
| 84 |
GUGGENHEIM CAPITAL LLC
0.01% of their portfolio |
CHICAGO, IL |
47,54447.5k
$2.1m |
$2.1m |
0.01% |
Added
+3.2k |
+3,163 |
| 85 |
Envestnet Portfolio Solutions, Inc.
0.01% of their portfolio |
BERWYN, PA |
45,53145.5k
$2.0m |
$2.0m |
0.01% |
Added
+1.5k |
+1,477 |
| 86 |
Atria Investments, Inc
0.02% of their portfolio |
Charlotte, NC |
45,25545.3k
$2.0m |
$2.0m |
0.02% |
Added
+11.4k |
+11,355 |
| 87 |
SeedSafe Financial LLC
1.43% of their portfolio |
AUSTIN, TX |
44,29844.3k
$2.0m |
$2.0m |
1.43% |
Added
+1.0k |
+1,040 |
| 88 |
Greenspring Advisors, LLC
0.11% of their portfolio |
Towson, MD |
44,09444.1k
$2.0m |
$2.0m |
0.11% |
Reduced
-1.1k |
-1,099 |
| 89 |
Eagle Bay Advisors LLC
1.45% of their portfolio |
NEW YORK, NY |
43,12043.1k
$1.9m |
$1.9m |
1.45% |
Added
+1.3k |
+1,321 |
| 90 |
Value Investment Professionals, LLC
3.10% of their portfolio |
NEW YORK, NY |
43,07843.1k
$3.7m |
$3.7m |
3.10% |
New |
|
| 91 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
42,54342.5k
$1.9m |
$1.9m |
0.00% |
Reduced
-68.0k |
-67,972 |
| 92 |
Decker Retirement Planning Inc.
0.63% of their portfolio |
LEVI, UT |
40,96641.0k
$1.8m |
$1.8m |
0.63% |
Added
+9.2k |
+9,195 |
| 93 |
FIRST CITIZENS BANK & TRUST CO
0.03% of their portfolio |
RALEIGH, NC |
40,50740.5k
$1.8m |
$1.8m |
0.03% |
Reduced
-639 |
-639 |
| 94 |
ASPIRIANT, LLC
0.04% of their portfolio |
San Francisco, CA |
40,40040.4k
$1.8m |
$1.8m |
0.04% |
Added
+382 |
+382 |
| 95 |
Pictet North America Advisors SA
0.16% of their portfolio |
GENEVA 73, V8 |
40,02240.0k
$1.8m |
$1.8m |
0.16% |
Unchanged |
|
| 96 |
Cordoba Advisory Partners LLC
0.38% of their portfolio |
NEW YORK, NY |
39,92939.9k
$1.8m |
$1.8m |
0.38% |
Added
+1.2k |
+1,227 |
| 97 |
DOPKINS WEALTH MANAGEMENT, LLC
0.61% of their portfolio |
WILLIAMSVILLE, NY |
37,73437.7k
$1.7m |
$1.7m |
0.61% |
Added
+2.5k |
+2,457 |
| 98 |
Haven Private, LLC
0.64% of their portfolio |
ORLANDO, FL |
37,24337.2k
$1.7m |
$1.7m |
0.64% |
Reduced
-3.3k |
-3,303 |
| 99 |
CARDIFF PARK ADVISORS, LLC
0.13% of their portfolio |
SAN MARCOS, CA |
37,07237.1k
$1.7m |
$1.7m |
0.13% |
Reduced
-1.1k |
-1,126 |
| 100 |
Canal Capital Management, LLC
0.20% of their portfolio |
Richmond, VA |
37,05537.1k
$1.7m |
$1.7m |
0.20% |
Unchanged |
|