| 1 |
Empower Advisory Group, LLC
1.86% of their portfolio |
Greenwood Village, CO |
5,041,3855.0m
$777.8m |
$777.8m |
1.86% |
Added
+42.7k |
+42,732 |
| 2 |
JONES FINANCIAL COMPANIES LLLP
0.18% of their portfolio |
DES PERES, MO |
2,897,2062.9m
$443.4m |
$443.4m |
0.18% |
Added
+178.7k |
+178,724 |
| 3 |
Mason Investment Advisory Services, Inc.
11.17% of their portfolio |
RESTON, VA |
1,902,7461.9m
$293.6m |
$293.6m |
11.17% |
Reduced
-2.5k |
-2,468 |
| 4 |
NATIXIS ADVISORS, LLC
0.31% of their portfolio |
Boston, MA |
1,784,7201.8m
$275.4m |
$275.4m |
0.31% |
Reduced
-31.3k |
-31,254 |
| 5 |
BESSEMER GROUP INC
0.35% of their portfolio |
WOODBRIDGE, NJ |
1,656,8561.7m
$255.6m |
$255.6m |
0.35% |
Reduced
-41.4k |
-41,392 |
| 6 |
1832 Asset Management L.P.
0.31% of their portfolio |
TORONTO, A6 |
1,632,0441.6m
$251.8m |
$251.8m |
0.31% |
Added
+164.3k |
+164,266 |
| 7 |
State of New Jersey Common Pension Fund D
0.80% of their portfolio |
TRENTON, NJ |
1,512,8751.5m
$233.4m |
$233.4m |
0.80% |
Unchanged |
|
| 8 |
ASSETMARK, INC
0.27% of their portfolio |
CONCORD, CA |
1,022,7681.0m
$157.8m |
$157.8m |
0.27% |
Added
+280.0k |
+279,997 |
| 9 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02% of their portfolio |
SAN FRANCISCO, CA |
1,015,2031.0m
$156.6m |
$156.6m |
0.02% |
Reduced
-84.1k |
-84,100 |
| 10 |
Bank of New York Mellon Corp
0.02% of their portfolio |
NEW YORK, NY |
792,335792.3k
$122.2m |
$122.2m |
0.02% |
Reduced
-21.2k |
-21,156 |
| 11 |
Creative Planning
0.07% of their portfolio |
OVERLAND PARK, KS |
783,926783.9k
$121.0m |
$121.0m |
0.07% |
Added
+48.8k |
+48,758 |
| 12 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
766,661766.7k
$118.3m |
$118.3m |
0.01% |
Added
+1.1k |
+1,065 |
| 13 |
WIT, LLC
1.77% of their portfolio |
DISTRICT OF COLUMBIA, DC |
719,961720.0k
$111.1m |
$111.1m |
1.77% |
Added
+61.4k |
+61,413 |
| 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05% of their portfolio |
MILWAUKEE, WI |
611,851611.9k
$94.4m |
$94.4m |
0.05% |
Reduced
-7.8k |
-7,784 |
| 15 |
UBS Group AG
0.01% of their portfolio |
ZURICH, V8 |
517,094517.1k
$79.8m |
$79.8m |
0.01% |
Reduced
-4.9k |
-4,861 |
| 16 |
LPL Financial LLC
0.02% of their portfolio |
FORT MILL, SC |
483,515483.5k
$74.6m |
$74.6m |
0.02% |
Added
+7.5k |
+7,526 |
| 17 |
Clark Capital Management Group, Inc.
0.38% of their portfolio |
PHILADELPHIA, PA |
449,540449.5k
$69.4m |
$69.4m |
0.38% |
Reduced
-9.0k |
-9,037 |
| 18 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
411,759411.8k
$63.5m |
$63.5m |
0.01% |
Added
+6.5k |
+6,503 |
| 19 |
Savant Capital, LLC
0.16% of their portfolio |
ROCKFORD, IL |
357,846357.8k
$53.8m |
$53.8m |
0.16% |
Added
+182.3k |
+182,268 |
| 20 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
350,777350.8k
$54.1m |
$54.1m |
0.00% |
Added
+30.8k |
+30,793 |
| 21 |
ENVESTNET ASSET MANAGEMENT INC
0.01% of their portfolio |
Berwyn, PA |
338,908338.9k
$52.3m |
$52.3m |
0.01% |
Added
+4.3k |
+4,285 |
| 22 |
Pathstone Holdings, LLC
0.13% of their portfolio |
ENGLEWOOD, NJ |
284,050284.1k
$43.8m |
$43.8m |
0.13% |
Reduced
-65.6k |
-65,594 |
| 23 |
Advisory Alpha, LLC
1.07% of their portfolio |
HOLLAND, MI |
283,898283.9k
$43.8m |
$43.8m |
1.07% |
Reduced
-3.4k |
-3,432 |
| 24 |
BANK OF MONTREAL /CAN/
0.02% of their portfolio |
TORONTO, A6 |
283,383283.4k
$43.7m |
$43.7m |
0.02% |
Reduced
-30.6k |
-30,591 |
| 25 |
COMMONWEALTH EQUITY SERVICES, LLC
0.05% of their portfolio |
WALTHAM, MA |
236,988237.0k
$36.6m |
$36.6m |
0.05% |
Reduced
-16.7k |
-16,701 |
| 26 |
MERCER GLOBAL ADVISORS INC /ADV
0.04% of their portfolio |
DENVER, CO |
223,565223.6k
$34.5m |
$34.5m |
0.04% |
Reduced
-30.0k |
-29,959 |
| 27 |
STIFEL FINANCIAL CORP
0.03% of their portfolio |
ST. LOUIS, MO |
220,725220.7k
$34.1m |
$34.1m |
0.03% |
Reduced
-475 |
-475 |
| 28 |
Cetera Investment Advisers
0.03% of their portfolio |
SCHAUMBURG, IL |
217,088217.1k
$33.5m |
$33.5m |
0.03% |
Added
+8.8k |
+8,812 |
| 29 |
Cerity Partners LLC
0.04% of their portfolio |
NEW YORK, NY |
213,717213.7k
$33.0m |
$33.0m |
0.04% |
Added
+7.6k |
+7,593 |
| 30 |
PNC Financial Services Group, Inc.
0.02% of their portfolio |
Pittsburgh, PA |
212,812212.8k
$32.8m |
$32.8m |
0.02% |
Reduced
-5.7k |
-5,698 |
| 31 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.46% of their portfolio |
Seattle, WA |
205,418205.4k
$31.7m |
$31.7m |
0.46% |
Reduced
-933 |
-933 |
| 32 |
HighTower Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
194,304194.3k
$30.0m |
$30.0m |
0.03% |
Added
+8.0k |
+7,992 |
| 33 |
Wedmont Private Capital
0.75% of their portfolio |
WEST CHESTER, PA |
177,618177.6k
$27.5m |
$27.5m |
0.75% |
Reduced
-3.3k |
-3,254 |
| 34 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
171,374171.4k
$26.4m |
$26.4m |
0.01% |
Added
+12.7k |
+12,700 |
| 35 |
Apella Capital, LLC
0.37% of their portfolio |
WEST HARTFORD, CT |
170,488170.5k
$26.2m |
$26.2m |
0.37% |
Added
+2.6k |
+2,636 |
| 36 |
Galvin, Gaustad & Stein, LLC
1.93% of their portfolio |
Scottsdale, AZ |
169,612169.6k
$26.2m |
$26.2m |
1.93% |
Reduced
-10.1k |
-10,084 |
| 37 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
165,467165.5k
$25.5m |
$25.5m |
0.00% |
Reduced
-13.5k |
-13,454 |
| 38 |
Vontobel Holding Ltd.
0.09% of their portfolio |
ZURICH, V8 |
165,000165.0k
$25.5m |
$25.5m |
0.09% |
Added
+5.0k |
+5,000 |
| 39 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
139,872139.9k
$21.5m |
$21.5m |
0.00% |
Added
+2.2k |
+2,181 |
| 40 |
GFS Advisors, LLC
0.54% of their portfolio |
HOUSTON, TX |
138,870138.9k
$10.3m |
$10.3m |
0.54% |
Added
+104.1k |
+104,142 |
| 41 |
MATHER GROUP, LLC.
0.18% of their portfolio |
CHICAGO, IL |
135,927135.9k
$21.0m |
$21.0m |
0.18% |
Reduced
-405 |
-405 |
| 42 |
Portland Global Advisors LLC
1.83% of their portfolio |
PORTLAND, ME |
124,832124.8k
$19.3m |
$19.3m |
1.83% |
Added
+933 |
+933 |
| 43 |
RWA WEALTH PARTNERS, LLC
0.18% of their portfolio |
BOSTON, MA |
120,040120.0k
$18.5m |
$18.5m |
0.18% |
Added
+442 |
+442 |
| 44 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
119,118119.1k
$18.4m |
$18.4m |
0.02% |
Added
+12.0k |
+12,049 |
| 45 |
MilWealth Group LLC
3.89% of their portfolio |
MILWAUKEE, WI |
118,364118.4k
$18.3m |
$18.3m |
3.89% |
Added
+623 |
+623 |
| 46 |
BlueSky Wealth Advisors, LLC
2.04% of their portfolio |
New Bern, NC |
113,969114.0k
$17.6m |
$17.6m |
2.04% |
Added
+13.6k |
+13,645 |
| 47 |
Partners in Financial Planning
2.46% of their portfolio |
SALEM, VA |
105,235105.2k
$16.2m |
$16.2m |
2.46% |
Reduced
-493 |
-493 |
| 48 |
Redwood Investment Management, LLC
1.53% of their portfolio |
SCOTTSDALE, AZ |
100,174100.2k
$15.5m |
$15.5m |
1.53% |
Reduced
-1.1k |
-1,148 |
| 49 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
95,52195.5k
$14.7m |
$14.7m |
0.00% |
Added
+3.1k |
+3,101 |
| 50 |
ASPIRIANT, LLC
0.36% of their portfolio |
San Francisco, CA |
94,51394.5k
$14.6m |
$14.6m |
0.36% |
Added
+1.6k |
+1,570 |
| 51 |
N.E.W. Advisory Services LLC
0.92% of their portfolio |
DE PERE, WI |
89,58789.6k
$13.8m |
$13.8m |
0.92% |
Added
+3.9k |
+3,932 |
| 52 |
Cambridge Investment Research Advisors, Inc.
0.02% of their portfolio |
FAIRFIELD, IA |
86,80086.8k
$13.4m |
$13.4m |
0.02% |
Added
+41.2k |
+41,237 |
| 53 |
Family CFO Inc
4.93% of their portfolio |
LOS ALTOS, CA |
82,95383.0k
$12.8m |
$12.8m |
4.93% |
Added
+48 |
+48 |
| 54 |
COLDSTREAM CAPITAL MANAGEMENT INC
0.16% of their portfolio |
BELLEVUE, WA |
82,34082.3k
$12.7m |
$12.7m |
0.16% |
Reduced
-1.2k |
-1,182 |
| 55 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.02% of their portfolio |
Toronto, A6 |
81,39781.4k
$24.3m |
$24.3m |
0.02% |
Reduced
-35.0k |
-34,986 |
| 56 |
CAUSEWAY CAPITAL MANAGEMENT LLC
0.14% of their portfolio |
LOS ANGELES, CA |
80,90780.9k
$12.5m |
$12.5m |
0.14% |
Reduced
-22.7k |
-22,674 |
| 57 |
Modera Wealth Management, LLC
0.13% of their portfolio |
WESTWOOD, NJ |
80,79880.8k
$12.5m |
$12.5m |
0.13% |
Added
+32 |
+32 |
| 58 |
Strategic Financial Planning, Inc.
6.28% of their portfolio |
PLANO, TX |
78,17278.2k
$12.0m |
$12.0m |
6.28% |
New |
|
| 59 |
Columbus Macro, LLC
1.14% of their portfolio |
NEW CASTLE, PA |
75,96176.0k
$11.7m |
$11.7m |
1.14% |
Reduced
-1.6k |
-1,551 |
| 60 |
Texas Yale Capital Corp.
0.25% of their portfolio |
ST. PETERSBURG, FL |
75,70575.7k
$11.7m |
$11.7m |
0.25% |
Reduced
-129 |
-129 |
| 61 |
25 LLC
3.16% of their portfolio |
ST. LOUIS, MO |
74,83874.8k
$11.5m |
$11.5m |
3.16% |
Reduced
-424 |
-424 |
| 62 |
Discipline Wealth Solutions, LLC
0.99% of their portfolio |
GREENVILLE, SC |
73,77473.8k
$11.4m |
$11.4m |
0.99% |
Added
+17.2k |
+17,170 |
| 63 |
Beacon Pointe Advisors, LLC
0.05% of their portfolio |
NEWPORT BEACH, CA |
72,36872.4k
$11.2m |
$11.2m |
0.05% |
Added
+523 |
+523 |
| 64 |
IFG Advisors, LLC
1.50% of their portfolio |
ST. LOUIS, MO |
70,42470.4k
$10.9m |
$10.9m |
1.50% |
Added
+11 |
+11 |
| 65 |
PRESILIUM PRIVATE WEALTH, LLC
1.66% of their portfolio |
RADNOR, PA |
70,26670.3k
$10.8m |
$10.8m |
1.66% |
Reduced
-575 |
-575 |
| 66 |
Whitaker-Myers Wealth Managers, LTD.
1.81% of their portfolio |
Mansfield, OH |
70,06370.1k
$10.8m |
$10.8m |
1.81% |
Added
+2.0k |
+2,047 |
| 67 |
Valmark Advisers, Inc.
0.11% of their portfolio |
AKRON, OH |
68,44268.4k
$10.6m |
$10.6m |
0.11% |
Reduced
-4.9k |
-4,923 |
| 68 |
Kingsview Wealth Management, LLC
0.13% of their portfolio |
GRANTS PASS, OR |
68,32068.3k
$10.5m |
$10.5m |
0.13% |
Added
+4.7k |
+4,725 |
| 69 |
Voya Financial Advisors, Inc.
0.92% of their portfolio |
WINDSOR, CT |
67,99668.0k
$10.5m |
$10.5m |
0.92% |
Added
+33.3k |
+33,254 |
| 70 |
Corient Private Wealth LP
0.01% of their portfolio |
MIAMI, FL |
67,50067.5k
$10.4m |
$10.4m |
0.01% |
Reduced
-206.9k |
-206,875 |
| 71 |
Grove Street Fiduciary, LLC
4.38% of their portfolio |
PETERBOROUGH, NH |
67,20567.2k
$10.4m |
$10.4m |
4.38% |
Reduced
-834 |
-834 |
| 72 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
66,97467.0k
$10.3m |
$10.3m |
0.00% |
Added
+16.8k |
+16,846 |
| 73 |
Newton One Investments LLC
2.59% of their portfolio |
NEWARK, DE |
66,69366.7k
$10.3m |
$10.3m |
2.59% |
Reduced
-504 |
-504 |
| 74 |
Beaird Harris Wealth Management, LLC
0.64% of their portfolio |
DALLAS, TX |
66,46666.5k
$10.3m |
$10.3m |
0.64% |
Reduced
-1.3k |
-1,344 |
| 75 |
Maltin Wealth Management, Inc.
3.42% of their portfolio |
RIDGEWOOD, NJ |
66,35966.4k
$10.2m |
$10.2m |
3.42% |
Added
+3.4k |
+3,437 |
| 76 |
PEAPACK GLADSTONE FINANCIAL CORP
0.12% of their portfolio |
BEDMINSTER, NJ |
65,75265.8k
$10.1m |
$10.1m |
0.12% |
Reduced
-590 |
-590 |
| 77 |
ATLAS CAPITAL ADVISORS INC.
1.10% of their portfolio |
JACKSON, WY |
64,91364.9k
$10.0m |
$10.0m |
1.10% |
Reduced
-9.7k |
-9,698 |
| 78 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
64,66364.7k
$10.0m |
$10.0m |
0.01% |
Added
+3.7k |
+3,667 |
| 79 |
Twelve Points Wealth Management LLC
2.00% of their portfolio |
CONCORD, MA |
64,64664.6k
$10.0m |
$10.0m |
2.00% |
Added
+6.5k |
+6,495 |
| 80 |
RTD Financial Advisors, Inc.
1.08% of their portfolio |
Philadelphia, PA |
64,25664.3k
$9.9m |
$9.9m |
1.08% |
Reduced
-1.1k |
-1,143 |
| 81 |
CUTLER INVESTMENT COUNSEL LLC
0.93% of their portfolio |
Jacksonville, OR |
63,97864.0k
$9.9m |
$9.9m |
0.93% |
Added
+1.8k |
+1,813 |
| 82 |
Johnson Financial Group, LLC
0.53% of their portfolio |
Denver, CO |
63,81663.8k
$9.8m |
$9.8m |
0.53% |
Reduced
-3.9k |
-3,887 |
| 83 |
MAI Capital Management
0.04% of their portfolio |
INDEPENDENCE, OH |
63,29563.3k
$9.8m |
$9.8m |
0.04% |
Added
+289 |
+289 |
| 84 |
Checchi Capital Advisers, LLC
0.61% of their portfolio |
BEVERLY HILLS, CA |
62,39562.4k
$9.6m |
$9.6m |
0.61% |
Reduced
-418 |
-418 |
| 85 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
61,35861.4k
$9.5m |
$9.5m |
0.01% |
Reduced
-1.1k |
-1,118 |
| 86 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
60,54960.5k
$9.3m |
$9.3m |
0.01% |
Added
+492 |
+492 |
| 87 |
Brooklyn FI, LLC
1.68% of their portfolio |
NEW YORK, NY |
60,31260.3k
$9.2m |
$9.2m |
1.68% |
Reduced
-829 |
-829 |
| 88 |
Bleakley Financial Group, LLC
0.11% of their portfolio |
PARSIPPANY, NJ |
55,13955.1k
$8.5m |
$8.5m |
0.11% |
Added
+22.5k |
+22,504 |
| 89 |
Farther Finance Advisors, LLC
0.07% of their portfolio |
SAN FRANCISCO, CA |
54,54654.5k
$8.4m |
$8.4m |
0.07% |
Added
+4.8k |
+4,809 |
| 90 |
Focus Partners Wealth
0.01% of their portfolio |
ST LOUIS, MO |
51,66951.7k
$8.0m |
$8.0m |
0.01% |
Reduced
-238 |
-238 |
| 91 |
E&R Wealth Management, LLC
6.59% of their portfolio |
MOUNT PLEASANT, SC |
50,36050.4k
$7.8m |
$7.8m |
6.59% |
Added
+4.5k |
+4,471 |
| 92 |
Brickley Wealth Management
1.11% of their portfolio |
SAN MATEO, CA |
49,94549.9k
$7.7m |
$7.7m |
1.11% |
New |
|
| 93 |
ALLIANCEBERNSTEIN L.P.
0.00% of their portfolio |
NASHVILLE, TN |
49,24149.2k
$7.2m |
$7.2m |
0.00% |
Added
+24.3k |
+24,315 |
| 94 |
Noble Family Wealth, LLC
1.34% of their portfolio |
Clearwater, FL |
48,60348.6k
$7.5m |
$7.5m |
1.34% |
Added
+6.5k |
+6,518 |
| 95 |
Gladwyn Financial Advisors, Inc.
4.69% of their portfolio |
CHANTILLY, VA |
48,56848.6k
$7.5m |
$7.5m |
4.69% |
Added
+689 |
+689 |
| 96 |
ATMOS ADVISORY, LLC
3.90% of their portfolio |
PITTSBURGH, PA |
48,35848.4k
$7.5m |
$7.5m |
3.90% |
Added
+862 |
+862 |
| 97 |
Quantum Capital Management, LLC / NJ
0.93% of their portfolio |
NORTHFIELD, NJ |
47,82647.8k
$7.4m |
$7.4m |
0.93% |
Reduced
-665 |
-665 |
| 98 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
47,74647.7k
$7.4m |
$7.4m |
0.00% |
Added
+15.3k |
+15,303 |
| 99 |
IMA Advisory Services, Inc.
0.46% of their portfolio |
DENVER, CO |
47,58847.6k
$7.3m |
$7.3m |
0.46% |
Reduced
-39.9k |
-39,936 |
| 100 |
Avior Wealth Management, LLC
0.19% of their portfolio |
OMAHA, NE |
46,68946.7k
$7.2m |
$7.2m |
0.19% |
Reduced
-2.0k |
-2,005 |