| 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
15.73% of their portfolio |
BOSTON, MA |
5,554,4155.6m
$714.1m |
$714.1m |
15.73% |
Added
+764.5k |
+764,544 |
| 2 |
MORGAN STANLEY
0.04% of their portfolio |
NEW YORK, NY |
4,989,1085.0m
$641.2m |
$641.2m |
0.04% |
Added
+319.8k |
+319,844 |
| 3 |
ROYAL BANK OF CANADA
0.05% of their portfolio |
TORONTO, A6 |
4,299,0444.3m
$552.5m |
$552.5m |
0.05% |
Added
+2.2m |
+2,249,173 |
| 4 |
Rockefeller Capital Management L.P.
0.59% of their portfolio |
NEW YORK, NY |
3,946,8523.9m
$507.2m |
$507.2m |
0.59% |
Added
+1.8m |
+1,791,277 |
| 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP
0.40% of their portfolio |
London, X0 |
3,688,2853.7m
$474.0m |
$474.0m |
0.40% |
Added
+1.5m |
+1,479,704 |
| 6 |
US BANCORP \DE\
0.45% of their portfolio |
MINNEAPOLIS, MN |
2,769,0812.8m
$355.9m |
$355.9m |
0.45% |
Added
+115.3k |
+115,254 |
| 7 |
NORTHERN TRUST CORP
0.05% of their portfolio |
CHICAGO, IL |
2,617,9712.6m
$336.5m |
$336.5m |
0.05% |
Added
+48.6k |
+48,574 |
| 8 |
BANK OF AMERICA CORP /DE/
0.03% of their portfolio |
CHARLOTTE, NC |
2,504,1032.5m
$321.8m |
$321.8m |
0.03% |
Reduced
-26.0k |
-26,043 |
| 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.23% of their portfolio |
MILWAUKEE, WI |
2,402,1732.4m
$308.7m |
$308.7m |
0.23% |
Added
+133.8k |
+133,839 |
| 10 |
BRANDYWINE TRUST CO
44.21% of their portfolio |
HOCKESSIN, DE |
2,251,9112.3m
$289.4m |
$289.4m |
44.21% |
Added
+107.8k |
+107,781 |
| 11 |
UBS Group AG
0.05% of their portfolio |
ZURICH, V8 |
1,707,9931.7m
$219.5m |
$219.5m |
0.05% |
Added
+87.6k |
+87,596 |
| 12 |
ALLIANCEBERNSTEIN L.P.
0.07% of their portfolio |
NASHVILLE, TN |
1,622,1191.6m
$208.5m |
$208.5m |
0.07% |
Added
+365.2k |
+365,201 |
| 13 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
7.49% of their portfolio |
BETHESDA, MD |
1,595,0001.6m
$205.0m |
$205.0m |
7.49% |
Added
+1.1m |
+1,083,700 |
| 14 |
JANE STREET GROUP, LLC
0.31% of their portfolio |
NEW YORK, NY |
1,504,7521.5m
$193.4m |
$193.4m |
0.31% |
Reduced
-749.9k |
-749,936 |
| 15 |
Envestnet Portfolio Solutions, Inc.
0.63% of their portfolio |
BERWYN, PA |
1,338,3381.3m
$172.0m |
$172.0m |
0.63% |
Added
+47.7k |
+47,673 |
| 16 |
NEPC LLC
4.31% of their portfolio |
Boston, MA |
1,326,0001.3m
$170.4m |
$170.4m |
4.31% |
Unchanged |
|
| 17 |
ANGELES WEALTH MANAGEMENT, LLC
11.67% of their portfolio |
SANTA MONICA, CA |
1,324,2581.3m
$170.2m |
$170.2m |
11.67% |
Added
+37.9k |
+37,920 |
| 18 |
ENVESTNET ASSET MANAGEMENT INC
0.04% of their portfolio |
Berwyn, PA |
1,184,2281.2m
$152.2m |
$152.2m |
0.04% |
Added
+224.8k |
+224,779 |
| 19 |
WELLS FARGO & COMPANY/MN
0.03% of their portfolio |
SAN FRANCISCO, CA |
1,104,2701.1m
$141.9m |
$141.9m |
0.03% |
Added
+124.6k |
+124,612 |
| 20 |
Cerity Partners OCIO LLC
7.77% of their portfolio |
New York, NY |
1,091,1851.1m
$140.2m |
$140.2m |
7.77% |
Reduced
-158.2k |
-158,162 |
| 21 |
LPL Financial LLC
0.04% of their portfolio |
FORT MILL, SC |
982,296982.3k
$126.2m |
$126.2m |
0.04% |
Added
+35.1k |
+35,107 |
| 22 |
Prime Buchholz LLC
39.32% of their portfolio |
PORTSMOUTH, NH |
957,705957.7k
$123.1m |
$123.1m |
39.32% |
Reduced
-16.1k |
-16,104 |
| 23 |
Allianz Asset Management GmbH
0.15% of their portfolio |
MUNICH, 2M |
879,620879.6k
$113.0m |
$113.0m |
0.15% |
Added
+382.0k |
+381,970 |
| 24 |
VAN ECK ASSOCIATES CORP
0.12% of their portfolio |
NEW YORK, NY |
815,502815.5k
$104.8m |
$104.8m |
0.12% |
Reduced
-585.0k |
-585,048 |
| 25 |
BARINGS LLC
2.37% of their portfolio |
CHARLOTTE, NC |
789,847789.8k
$101.5m |
$101.5m |
2.37% |
Added
+584.9k |
+584,886 |
| 26 |
Cresset Asset Management, LLC
0.49% of their portfolio |
Chicago, IL |
759,847759.8k
$97.7m |
$97.7m |
0.49% |
Added
+35.7k |
+35,662 |
| 27 |
SBI Securities Co., Ltd.
2.79% of their portfolio |
TOKYO, M0 |
754,831754.8k
$97.0m |
$97.0m |
2.79% |
Reduced
-2.0k |
-1,966 |
| 28 |
TIFF ADVISORY SERVICES, LLC
22.51% of their portfolio |
RADNOR, PA |
739,672739.7k
$95.1m |
$95.1m |
22.51% |
Reduced
-483.0k |
-483,018 |
| 29 |
BANK OF NOVA SCOTIA
0.18% of their portfolio |
TORONTO, A6 |
701,674701.7k
$90.2m |
$90.2m |
0.18% |
Reduced
-1.5m |
-1,491,784 |
| 30 |
Zhang Financial LLC
4.12% of their portfolio |
PORTAGE, MI |
694,534694.5k
$89.3m |
$89.3m |
4.12% |
Added
+76.6k |
+76,595 |
| 31 |
Wind River Trust Co
35.13% of their portfolio |
Jackson, WY |
681,693681.7k
$87.6m |
$87.6m |
35.13% |
Reduced
-5.0k |
-5,042 |
| 32 |
RAYMOND JAMES FINANCIAL INC
0.03% of their portfolio |
ST. PETERSBURG, FL |
678,082678.1k
$87.1m |
$87.1m |
0.03% |
Added
+17.6k |
+17,563 |
| 33 |
AMERIPRISE FINANCIAL INC
0.02% of their portfolio |
MINNEAPOLIS, MN |
676,985677.0k
$87.0m |
$87.0m |
0.02% |
Added
+55.8k |
+55,808 |
| 34 |
Mariner, LLC
0.13% of their portfolio |
Overland Park, KS |
674,564674.6k
$86.7m |
$86.7m |
0.13% |
Reduced
-87.7k |
-87,701 |
| 35 |
DC Investments Management, LLC
35.73% of their portfolio |
MCLEAN, VA |
667,054667.1k
$85.7m |
$85.7m |
35.73% |
Added
+305.1k |
+305,150 |
| 36 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP
3.32% of their portfolio |
BOSTON, MA |
645,450645.5k
$83.0m |
$83.0m |
3.32% |
Reduced
-1.8m |
-1,775,077 |
| 37 |
Corient Private Wealth LP
0.10% of their portfolio |
MIAMI, FL |
604,423604.4k
$77.7m |
$77.7m |
0.10% |
Added
+41.2k |
+41,157 |
| 38 |
Cetera Investment Advisers
0.13% of their portfolio |
SCHAUMBURG, IL |
595,455595.5k
$76.5m |
$76.5m |
0.13% |
Added
+60.3k |
+60,296 |
| 39 |
Sageworth Trust Co
4.20% of their portfolio |
LANCASTER, PA |
589,674589.7k
$75.8m |
$75.8m |
4.20% |
Reduced
-3.2k |
-3,204 |
| 40 |
HighTower Advisors, LLC
0.08% of their portfolio |
CHICAGO, IL |
523,807523.8k
$67.3m |
$67.3m |
0.08% |
Added
+46.0k |
+46,045 |
| 41 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
521,529521.5k
$67.0m |
$67.0m |
0.00% |
Added
+105.4k |
+105,367 |
| 42 |
OneDigital Investment Advisors LLC
0.74% of their portfolio |
OVERLAND PARK, KS |
517,714517.7k
$66.5m |
$66.5m |
0.74% |
Added
+17.2k |
+17,198 |
| 43 |
Vernal Point Advisors, LLC
38.18% of their portfolio |
San Francisco, CA |
509,308509.3k
$65.5m |
$65.5m |
38.18% |
Added
+38.7k |
+38,704 |
| 44 |
TLT Family Holdco ULC
5.13% of their portfolio |
Toronto, A6 |
505,000505.0k
$64.9m |
$64.9m |
5.13% |
First filing |
|
| 45 |
Inscription Capital, LLC
9.13% of their portfolio |
HOUSTON, TX |
492,626492.6k
$63.3m |
$63.3m |
9.13% |
Reduced
-39.7k |
-39,735 |
| 46 |
Bleakley Financial Group, LLC
1.54% of their portfolio |
PARSIPPANY, NJ |
470,652470.7k
$60.5m |
$60.5m |
1.54% |
Added
+6.5k |
+6,518 |
| 47 |
EVOKE WEALTH, LLC
1.41% of their portfolio |
Los Angeles, CA |
468,056468.1k
$60.2m |
$60.2m |
1.41% |
Reduced
-20.1k |
-20,074 |
| 48 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
0.34% of their portfolio |
Cincinnati, OH |
452,769452.8k
$58.2m |
$58.2m |
0.34% |
Reduced
-21.9k |
-21,856 |
| 49 |
COMMONWEALTH EQUITY SERVICES, LLC
0.08% of their portfolio |
WALTHAM, MA |
442,004442.0k
$56.8m |
$56.8m |
0.08% |
Added
+13.1k |
+13,086 |
| 50 |
GOLDMAN SACHS GROUP INC
0.01% of their portfolio |
NEW YORK, NY |
440,300440.3k
$56.6m |
$56.6m |
0.01% |
Added
+35.2k |
+35,171 |
| 51 |
MADRONE ADVISORS, LLC
7.86% of their portfolio |
Denver, CO |
440,016440.0k
$56.6m |
$56.6m |
7.86% |
Reduced
-822.5k |
-822,517 |
| 52 |
SCS Capital Management LLC
0.62% of their portfolio |
BOSTON, MA |
437,831437.8k
$56.3m |
$56.3m |
0.62% |
Added
+38.3k |
+38,318 |
| 53 |
Yarbrough Capital, LLC
1.79% of their portfolio |
FRANKLIN, TN |
390,377390.4k
$50.2m |
$50.2m |
1.79% |
Unchanged |
|
| 54 |
Bank Julius Baer & Co. Ltd, Zurich
0.14% of their portfolio |
ZURICH, V8 |
373,263373.3k
$48.0m |
$48.0m |
0.14% |
Added
+50.6k |
+50,620 |
| 55 |
Cerity Partners LLC
0.08% of their portfolio |
NEW YORK, NY |
358,046358.0k
$46.0m |
$46.0m |
0.08% |
Added
+11.1k |
+11,097 |
| 56 |
WJ Interests, LLC
19.37% of their portfolio |
SUGAR LAND, TX |
352,318352.3k
$45.3m |
$45.3m |
19.37% |
Reduced
-3.5k |
-3,500 |
| 57 |
NATIONAL BANK OF CANADA /FI/
0.05% of their portfolio |
MONTREAL, A8 |
342,209342.2k
$44.0m |
$44.0m |
0.05% |
Added
+61.6k |
+61,648 |
| 58 |
Creative Planning
0.04% of their portfolio |
OVERLAND PARK, KS |
333,001333.0k
$42.8m |
$42.8m |
0.04% |
Added
+28.9k |
+28,880 |
| 59 |
BIP Wealth, LLC
2.62% of their portfolio |
ATLANTA, GA |
331,176331.2k
$42.6m |
$42.6m |
2.62% |
Reduced
-570 |
-570 |
| 60 |
SIMON QUICK ADVISORS, LLC
2.11% of their portfolio |
MORRISTOWN, NJ |
324,913324.9k
$41.8m |
$41.8m |
2.11% |
Reduced
-31.4k |
-31,392 |
| 61 |
McKinley Carter Wealth Services, Inc.
2.26% of their portfolio |
WHEELING, WV |
317,019317.0k
$40.7m |
$40.7m |
2.26% |
Added
+31.0k |
+31,009 |
| 62 |
Global Endowment Management, LP
5.17% of their portfolio |
CHARLOTTE, NC |
302,086302.1k
$38.8m |
$38.8m |
5.17% |
Added
+3.0k |
+2,985 |
| 63 |
Strategic Blueprint, LLC
1.90% of their portfolio |
ATLANTA, GA |
300,584300.6k
$38.6m |
$38.6m |
1.90% |
Added
+35.8k |
+35,769 |
| 64 |
BRIGHTON JONES LLC
1.01% of their portfolio |
SEATTLE, WA |
289,399289.4k
$37.2m |
$37.2m |
1.01% |
Added
+13.9k |
+13,912 |
| 65 |
Prentice Wealth Management LLC
8.94% of their portfolio |
Rochester, NY |
264,860264.9k
$34.0m |
$34.0m |
8.94% |
Reduced
-151 |
-151 |
| 66 |
UNIVERSITY OF CHICAGO
27.94% of their portfolio |
CHICAGO, IL |
255,417255.4k
$32.8m |
$32.8m |
27.94% |
Reduced
-24.0k |
-23,957 |
| 67 |
BROWN ADVISORY INC
0.04% of their portfolio |
BALTIMORE, MD |
254,767254.8k
$32.7m |
$32.7m |
0.04% |
Added
+32.9k |
+32,871 |
| 68 |
Stratos Wealth Partners, LTD.
0.44% of their portfolio |
BEACHWOOD, OH |
254,422254.4k
$32.7m |
$32.7m |
0.44% |
Added
+227.7k |
+227,712 |
| 69 |
OSAIC HOLDINGS, INC.
0.06% of their portfolio |
SCOTTSDALE, AZ |
241,982242.0k
$31.1m |
$31.1m |
0.06% |
Added
+20.5k |
+20,515 |
| 70 |
RETIREMENT CAPITAL STRATEGIES
12.09% of their portfolio |
SAN JOSE, CA |
237,425237.4k
$30.5m |
$30.5m |
12.09% |
New |
|
| 71 |
Focus Partners Wealth
0.06% of their portfolio |
ST LOUIS, MO |
225,683225.7k
$29.0m |
$29.0m |
0.06% |
Added
+37.6k |
+37,607 |
| 72 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
0.26% of their portfolio |
Madrid, U3 |
222,800222.8k
$28.6m |
$28.6m |
0.26% |
Added
+162.4k |
+162,380 |
| 73 |
Evelyn Partners Asset Management Ltd
7.04% of their portfolio |
London, X0 |
215,976216.0k
$27.8m |
$27.8m |
7.04% |
Reduced
-17.7k |
-17,655 |
| 74 |
MATHER GROUP, LLC.
0.30% of their portfolio |
CHICAGO, IL |
215,884215.9k
$27.7m |
$27.7m |
0.30% |
Added
+328 |
+328 |
| 75 |
MML INVESTORS SERVICES, LLC
0.08% of their portfolio |
SPRINGFIELD, MA |
213,298213.3k
$27.4m |
$27.4m |
0.08% |
Added
+27.3k |
+27,325 |
| 76 |
SELDON CAPITAL LP
11.90% of their portfolio |
SAN FRANCISCO, CA |
213,135213.1k
$27.4m |
$27.4m |
11.90% |
Added
+137.6k |
+137,588 |
| 77 |
Mirae Asset Global Investments Co., Ltd.
0.09% of their portfolio |
SEOUL, M5 |
211,267211.3k
$27.2m |
$27.2m |
0.09% |
Added
+58.1k |
+58,142 |
| 78 |
BESSEMER GROUP INC
0.04% of their portfolio |
WOODBRIDGE, NJ |
210,792210.8k
$27.1m |
$27.1m |
0.04% |
Added
+12.6k |
+12,617 |
| 79 |
Ethos Financial Group, LLC
2.33% of their portfolio |
KING OF PRUSSIA, PA |
210,387210.4k
$27.0m |
$27.0m |
2.33% |
Added
+14.6k |
+14,637 |
| 80 |
Accredited Investors Inc.
1.54% of their portfolio |
EDINA, MN |
202,561202.6k
$26.0m |
$26.0m |
1.54% |
Reduced
-12.7k |
-12,697 |
| 81 |
Laird Norton Wetherby Wealth Management, LLC
1.15% of their portfolio |
Seattle, WA |
200,372200.4k
$25.8m |
$25.8m |
1.15% |
First filing |
|
| 82 |
GoalFusion Wealth Management, LLC
13.09% of their portfolio |
AUSTIN, TX |
198,256198.3k
$25.5m |
$25.5m |
13.09% |
Reduced
-1.6k |
-1,550 |
| 83 |
JONES FINANCIAL COMPANIES LLLP
0.02% of their portfolio |
DES PERES, MO |
198,008198.0k
$25.3m |
$25.3m |
0.02% |
Added
+52.9k |
+52,910 |
| 84 |
Mesirow Financial Investment Management, Inc.
0.49% of their portfolio |
CHICAGO, IL |
195,441195.4k
$25.1m |
$25.1m |
0.49% |
Added
+14.7k |
+14,746 |
| 85 |
COLDSTREAM CAPITAL MANAGEMENT INC
0.39% of their portfolio |
BELLEVUE, WA |
184,728184.7k
$23.7m |
$23.7m |
0.39% |
Added
+3.9k |
+3,878 |
| 86 |
Wealthspire Advisors, LLC
0.13% of their portfolio |
NEW YORK, NY |
183,440183.4k
$23.6m |
$23.6m |
0.13% |
Reduced
-233.1k |
-233,070 |
| 87 |
FSM Wealth Advisors, LLC
3.81% of their portfolio |
CLEVELAND, OH |
182,134182.1k
$23.4m |
$23.4m |
3.81% |
Added
+23.4k |
+23,354 |
| 88 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
180,348180.3k
$23.2m |
$23.2m |
0.02% |
Added
+52.8k |
+52,813 |
| 89 |
Clearstead Advisors, LLC
0.33% of their portfolio |
CLEVELAND, OH |
180,161180.2k
$23.2m |
$23.2m |
0.33% |
Reduced
-2.3k |
-2,342 |
| 90 |
Heritage Wealth Advisors
1.09% of their portfolio |
RICHMOND, VA |
178,195178.2k
$22.9m |
$22.9m |
1.09% |
Added
+14.0k |
+14,033 |
| 91 |
AA Financial Advisors, LLC
4.87% of their portfolio |
Columbus, OH |
176,001176.0k
$22.6m |
$22.6m |
4.87% |
Added
+19.4k |
+19,418 |
| 92 |
Weil Company, Inc.
5.92% of their portfolio |
SAN DIEGO, CA |
174,526174.5k
$22.4m |
$22.4m |
5.92% |
Added
+95.6k |
+95,641 |
| 93 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
172,495172.5k
$22.2m |
$22.2m |
0.00% |
Reduced
-1.9k |
-1,852 |
| 94 |
Wealth Architects, LLC
2.12% of their portfolio |
MOUNTAIN VIEW, CA |
162,081162.1k
$20.8m |
$20.8m |
2.12% |
Added
+885 |
+885 |
| 95 |
MONETA GROUP INVESTMENT ADVISORS LLC
0.25% of their portfolio |
ST LOUIS, MO |
160,175160.2k
$20.6m |
$20.6m |
0.25% |
Added
+2.3k |
+2,315 |
| 96 |
Lido Advisors, LLC
0.11% of their portfolio |
Los Angeles, CA |
157,887157.9k
$20.3m |
$20.3m |
0.11% |
Added
+5.1k |
+5,142 |
| 97 |
Fisher Asset Management, LLC
0.01% of their portfolio |
PLANO, TX |
151,772151.8k
$19.5m |
$19.5m |
0.01% |
Added
+23.6k |
+23,578 |
| 98 |
St. Louis Trust Co
2.49% of their portfolio |
SAINT LOUIS, MO |
145,219145.2k
$18.7m |
$18.7m |
2.49% |
Added
+8.7k |
+8,695 |
| 99 |
Private Advisor Group, LLC
0.10% of their portfolio |
MORRISTOWN, NJ |
144,683144.7k
$18.6m |
$18.6m |
0.10% |
Added
+9.7k |
+9,709 |
| 100 |
Glenmede Investment Management, LP
0.09% of their portfolio |
PHILADELPHIA, PA |
140,092140.1k
$18.0m |
$18.0m |
0.09% |
First filing |
|