| 1 |
BANK OF AMERICA CORP /DE/
0.46% of their portfolio |
CHARLOTTE, NC |
114,353,764114.4m
$6.2bn |
$6.2bn |
0.46% |
Added
+1.5m |
+1,529,437 |
| 2 |
VANGUARD GROUP INC
0.06% of their portfolio |
Valley Forge, PA |
77,053,68077.1m
$4.2bn |
$4.2bn |
0.06% |
Added
+2.9m |
+2,868,142 |
| 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
2.70% of their portfolio |
MILWAUKEE, WI |
74,834,18574.8m
$4.1bn |
$4.1bn |
2.70% |
Added
+3.2m |
+3,217,413 |
| 4 |
Betterment LLC
5.62% of their portfolio |
NEW YORK, NY |
52,475,30352.5m
$2.8bn |
$2.8bn |
5.62% |
Reduced
-96.8k |
-96,824 |
| 5 |
MORGAN STANLEY
0.17% of their portfolio |
NEW YORK, NY |
50,984,45851.0m
$2.8bn |
$2.8bn |
0.17% |
Added
+1.8m |
+1,819,742 |
| 6 |
Wealthfront Advisers LLC
6.01% of their portfolio |
Palo Alto, CA |
47,270,13847.3m
$2.6bn |
$2.6bn |
6.01% |
Added
+1.8m |
+1,790,766 |
| 7 |
WELLS FARGO & COMPANY/MN
0.50% of their portfolio |
SAN FRANCISCO, CA |
44,986,24545.0m
$2.4bn |
$2.4bn |
0.50% |
Added
+2.1m |
+2,063,591 |
| 8 |
NORTHERN TRUST CORP
0.31% of their portfolio |
CHICAGO, IL |
44,301,34544.3m
$2.4bn |
$2.4bn |
0.31% |
Added
+231.9k |
+231,937 |
| 9 |
WIT, LLC
47.13% of their portfolio |
DISTRICT OF COLUMBIA, DC |
38,402,55238.4m
$2.1bn |
$2.1bn |
47.13% |
Added
+1.9m |
+1,939,188 |
| 10 |
ENVESTNET ASSET MANAGEMENT INC
0.57% of their portfolio |
Berwyn, PA |
36,359,69036.4m
$2.0bn |
$2.0bn |
0.57% |
Reduced
-7.7m |
-7,688,888 |
| 11 |
Empower Advisory Group, LLC
5.25% of their portfolio |
Greenwood Village, CO |
34,952,02735.0m
$1.9bn |
$1.9bn |
5.25% |
Added
+416.9k |
+416,922 |
| 12 |
JPMORGAN CHASE & CO
0.05% of their portfolio |
NEW YORK, NY |
30,027,42230.0m
$1.6bn |
$1.6bn |
0.05% |
Added
+17.4m |
+17,419,241 |
| 13 |
Financial Engines Advisors L.L.C.
2.49% of their portfolio |
SANTA CLARA, CA |
24,089,16624.1m
$1.3bn |
$1.3bn |
2.49% |
Reduced
-114.5k |
-114,500 |
| 14 |
UBS Group AG
0.21% of their portfolio |
ZURICH, V8 |
19,436,84419.4m
$1.1bn |
$1.1bn |
0.21% |
Added
+874.7k |
+874,731 |
| 15 |
Creative Planning
0.77% of their portfolio |
OVERLAND PARK, KS |
18,604,97318.6m
$1.0bn |
$1.0bn |
0.77% |
Reduced
-270.4k |
-270,410 |
| 16 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
1.47% of their portfolio |
PLYMOUTH, MN |
17,755,88717.8m
$970.9m |
$970.9m |
1.47% |
Added
+659.0k |
+659,045 |
| 17 |
LPL Financial LLC
0.26% of their portfolio |
FORT MILL, SC |
16,250,04316.3m
$880.4m |
$880.4m |
0.26% |
Added
+238.4k |
+238,381 |
| 18 |
WealthNavi Inc.
7.69% of their portfolio |
Shinagawa-ku, TOKYO, M0 |
15,310,46115.3m
$829.5m |
$829.5m |
7.69% |
Reduced
-342.8k |
-342,789 |
| 19 |
MERCER GLOBAL ADVISORS INC /ADV
1.38% of their portfolio |
DENVER, CO |
15,303,92715.3m
$829.2m |
$829.2m |
1.38% |
Added
+2.5m |
+2,503,000 |
| 20 |
GOLDMAN SACHS GROUP INC
0.11% of their portfolio |
NEW YORK, NY |
14,373,17014.4m
$778.7m |
$778.7m |
0.11% |
Reduced
-240.5k |
-240,461 |
| 21 |
ROYAL BANK OF CANADA
0.13% of their portfolio |
TORONTO, A6 |
13,457,10113.5m
$729.1m |
$729.1m |
0.13% |
Reduced
-13.3m |
-13,299,343 |
| 22 |
Mariner, LLC
0.92% of their portfolio |
Overland Park, KS |
13,117,16313.1m
$710.6m |
$710.6m |
0.92% |
Reduced
-60.3k |
-60,293 |
| 23 |
South Dakota Investment Council
12.47% of their portfolio |
SIOUX FALLS, SD |
11,842,46611.8m
$641.6m |
$641.6m |
12.47% |
Reduced
-2.2m |
-2,190,836 |
| 24 |
SEI INVESTMENTS CO
0.66% of their portfolio |
OAKS, PA |
11,318,38011.3m
$613.2m |
$613.2m |
0.66% |
Reduced
-41.1k |
-41,126 |
| 25 |
Bank of New York Mellon Corp
0.11% of their portfolio |
NEW YORK, NY |
10,908,44210.9m
$591.0m |
$591.0m |
0.11% |
Reduced
-90.6k |
-90,566 |
| 26 |
PNC Financial Services Group, Inc.
0.34% of their portfolio |
Pittsburgh, PA |
10,284,36110.3m
$557.2m |
$557.2m |
0.34% |
Added
+66.8k |
+66,763 |
| 27 |
AMERIPRISE FINANCIAL INC
0.12% of their portfolio |
MINNEAPOLIS, MN |
9,897,1829.9m
$537.2m |
$537.2m |
0.12% |
Added
+452.5k |
+452,472 |
| 28 |
TIAA TRUST, NATIONAL ASSOCIATION
1.21% of their portfolio |
CHARLOTTE, NC |
9,173,1409.2m
$497.0m |
$497.0m |
1.21% |
Reduced
-357.1k |
-357,104 |
| 29 |
Wealthspire Advisors, LLC
2.53% of their portfolio |
NEW YORK, NY |
8,927,0788.9m
$483.7m |
$483.7m |
2.53% |
Added
+587.8k |
+587,794 |
| 30 |
Corient Private Wealth LP
0.66% of their portfolio |
MIAMI, FL |
7,777,8587.8m
$421.4m |
$421.4m |
0.66% |
Added
+1.8m |
+1,804,502 |
| 31 |
US BANCORP \DE\
0.48% of their portfolio |
MINNEAPOLIS, MN |
7,460,9887.5m
$404.2m |
$404.2m |
0.48% |
Reduced
-27.1k |
-27,084 |
| 32 |
COMMONWEALTH EQUITY SERVICES, LLC
0.50% of their portfolio |
WALTHAM, MA |
7,159,0687.2m
$387.9m |
$387.9m |
0.50% |
Reduced
-222.4k |
-222,419 |
| 33 |
RAYMOND JAMES FINANCIAL INC
0.12% of their portfolio |
ST. PETERSBURG, FL |
7,033,6317.0m
$381.1m |
$381.1m |
0.12% |
Added
+510.3k |
+510,291 |
| 34 |
CITIGROUP INC
0.25% of their portfolio |
NEW YORK, NY |
6,719,3266.7m
$364.1m |
$364.1m |
0.25% |
Reduced
-48.8k |
-48,840 |
| 35 |
Nicholas Hoffman & Company, LLC.
8.65% of their portfolio |
ATLANTA, GA |
6,594,6776.6m
$357.3m |
$357.3m |
8.65% |
Added
+445.7k |
+445,677 |
| 36 |
Jasper Ridge Partners, L.P.
7.97% of their portfolio |
MENLO PARK, CA |
6,531,6816.5m
$353.9m |
$353.9m |
7.97% |
Added
+274.8k |
+274,778 |
| 37 |
Millburn Ridgefield LLC /DE/
8.03% of their portfolio |
New York, NY |
6,211,5826.2m
$336.5m |
$336.5m |
8.03% |
Reduced
-557.5k |
-557,483 |
| 38 |
Catalyst Capital Advisors LLC
6.79% of their portfolio |
San Juan, PR |
6,211,5826.2m
$336.5m |
$336.5m |
6.79% |
Reduced
-557.5k |
-557,483 |
| 39 |
HighTower Advisors, LLC
0.37% of their portfolio |
CHICAGO, IL |
5,990,9276.0m
$324.6m |
$324.6m |
0.37% |
Added
+1.1m |
+1,125,803 |
| 40 |
Baird Financial Group, Inc.
0.50% of their portfolio |
MILWAUKEE, WI |
5,738,6735.7m
$310.9m |
$310.9m |
0.50% |
Added
+626.2k |
+626,161 |
| 41 |
Envestnet Portfolio Solutions, Inc.
1.03% of their portfolio |
BERWYN, PA |
5,151,4935.2m
$279.1m |
$279.1m |
1.03% |
Added
+7.3k |
+7,254 |
| 42 |
Cetera Investment Advisers
0.29% of their portfolio |
SCHAUMBURG, IL |
4,580,7504.6m
$248.2m |
$248.2m |
0.29% |
Added
+1.2m |
+1,153,995 |
| 43 |
STIFEL FINANCIAL CORP
0.22% of their portfolio |
ST. LOUIS, MO |
4,453,4874.5m
$241.3m |
$241.3m |
0.22% |
Reduced
-104.4k |
-104,438 |
| 44 |
Valmark Advisers, Inc.
3.04% of their portfolio |
AKRON, OH |
4,343,9014.3m
$235.4m |
$235.4m |
3.04% |
Added
+49.7k |
+49,734 |
| 45 |
SCHRODER INVESTMENT MANAGEMENT GROUP
0.18% of their portfolio |
London, X0 |
4,304,0744.3m
$232.2m |
$232.2m |
0.18% |
Added
+944.4k |
+944,352 |
| 46 |
SIGNATUREFD, LLC
3.64% of their portfolio |
ATLANTA, GA |
4,262,8154.3m
$231.0m |
$231.0m |
3.64% |
Added
+120.9k |
+120,927 |
| 47 |
Elm Partners Management LLC
11.16% of their portfolio |
Philadelphia, PA |
4,100,5474.1m
$222.2m |
$222.2m |
11.16% |
Added
+335.6k |
+335,558 |
| 48 |
RWA WEALTH PARTNERS, LLC
2.49% of their portfolio |
BOSTON, MA |
4,051,2214.1m
$219.5m |
$219.5m |
2.49% |
Added
+170.8k |
+170,753 |
| 49 |
BOKF, NA
3.02% of their portfolio |
TULSA, OK |
3,705,9193.7m
$200.8m |
$200.8m |
3.02% |
Reduced
-62.6k |
-62,642 |
| 50 |
SCS Capital Management LLC
2.16% of their portfolio |
BOSTON, MA |
3,665,0553.7m
$198.6m |
$198.6m |
2.16% |
Reduced
-17.8k |
-17,781 |
| 51 |
JONES FINANCIAL COMPANIES LLLP
0.13% of their portfolio |
DES PERES, MO |
3,662,2853.7m
$197.4m |
$197.4m |
0.13% |
Added
+259.1k |
+259,105 |
| 52 |
MAI Capital Management
1.18% of their portfolio |
INDEPENDENCE, OH |
3,473,6373.5m
$188.2m |
$188.2m |
1.18% |
Added
+129.3k |
+129,324 |
| 53 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.15% of their portfolio |
Toronto, A6 |
3,439,9553.4m
$186.4m |
$186.4m |
0.15% |
Reduced
-247.3k |
-247,265 |
| 54 |
REGIONS FINANCIAL CORP
0.59% of their portfolio |
BIRMINGHAM, AL |
3,354,0993.4m
$181.7m |
$181.7m |
0.59% |
Added
+83.7k |
+83,672 |
| 55 |
Focus Partners Wealth
0.29% of their portfolio |
ST LOUIS, MO |
3,263,5683.3m
$176.9m |
$176.9m |
0.29% |
Added
+92.9k |
+92,860 |
| 56 |
Cerity Partners LLC
0.29% of their portfolio |
NEW YORK, NY |
3,258,8963.3m
$176.6m |
$176.6m |
0.29% |
Added
+292.0k |
+291,999 |
| 57 |
BRIDGES INVESTMENT MANAGEMENT INC
2.24% of their portfolio |
OMAHA, NE |
3,232,4043.2m
$175.1m |
$175.1m |
2.24% |
Added
+6.2k |
+6,250 |
| 58 |
Facet Wealth, Inc.
3.60% of their portfolio |
WEST PALM BEACH, FL |
3,213,1993.2m
$174.1m |
$174.1m |
3.60% |
Added
+169.2k |
+169,213 |
| 59 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
3.18% of their portfolio |
BOSTON, MA |
3,202,0863.2m
$173.5m |
$173.5m |
3.18% |
Added
+903.4k |
+903,378 |
| 60 |
Sand Hill Global Advisors, LLC
6.00% of their portfolio |
Palo Alto, CA |
3,143,8083.1m
$170.3m |
$170.3m |
6.00% |
Reduced
-39.0k |
-39,003 |
| 61 |
BANK OF MONTREAL /CAN/
0.07% of their portfolio |
TORONTO, A6 |
3,141,0843.1m
$170.2m |
$170.2m |
0.07% |
Added
+30.9k |
+30,891 |
| 62 |
HUNTINGTON NATIONAL BANK
0.99% of their portfolio |
COLUMBUS, OH |
2,990,9923.0m
$162.1m |
$162.1m |
0.99% |
Reduced
-524.9k |
-524,904 |
| 63 |
JMG Financial Group, Ltd.
4.45% of their portfolio |
DOWNERS GROVE, IL |
2,883,6642.9m
$156.2m |
$156.2m |
4.45% |
Reduced
-5.4k |
-5,393 |
| 64 |
Ballentine Partners, LLC
2.14% of their portfolio |
Waltham, MA |
2,849,6792.8m
$154.4m |
$154.4m |
2.14% |
Added
+116.8k |
+116,842 |
| 65 |
Wedmont Private Capital
5.73% of their portfolio |
WEST CHESTER, PA |
2,820,5402.8m
$154.2m |
$154.2m |
5.73% |
Added
+212.5k |
+212,470 |
| 66 |
MML INVESTORS SERVICES, LLC
0.41% of their portfolio |
SPRINGFIELD, MA |
2,804,9602.8m
$152.0m |
$152.0m |
0.41% |
Added
+16.0k |
+16,037 |
| 67 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
2.37% of their portfolio |
MINNEAPOLIS, MN |
2,773,8182.8m
$150.3m |
$150.3m |
2.37% |
Added
+76.1k |
+76,121 |
| 68 |
Rockefeller Capital Management L.P.
0.29% of their portfolio |
NEW YORK, NY |
2,766,4442.8m
$149.9m |
$149.9m |
0.29% |
Reduced
-1.6m |
-1,566,838 |
| 69 |
CHOREO, LLC
1.94% of their portfolio |
ROCKFORD, IL |
2,746,9142.7m
$148.8m |
$148.8m |
1.94% |
Reduced
-10.9k |
-10,866 |
| 70 |
CIBC Private Wealth Group LLC
0.25% of their portfolio |
ATLANTA, GA |
2,737,3612.7m
$148.3m |
$148.3m |
0.25% |
Reduced
-14.9k |
-14,922 |
| 71 |
OSAIC HOLDINGS, INC.
0.20% of their portfolio |
SCOTTSDALE, AZ |
2,728,9002.7m
$145.6m |
$145.6m |
0.20% |
Added
+345.7k |
+345,726 |
| 72 |
BLB&B Advisors, LLC
6.02% of their portfolio |
MONTGOMERYVILLE, PA |
2,571,9302.6m
$139.3m |
$139.3m |
6.02% |
Added
+81.5k |
+81,491 |
| 73 |
KEYBANK NATIONAL ASSOCIATION/OH
0.49% of their portfolio |
BROOKLYN, OH |
2,559,3552.6m
$138.7m |
$138.7m |
0.49% |
Reduced
-32.2k |
-32,188 |
| 74 |
M&T Bank Corp
0.46% of their portfolio |
BUFFALO, NY |
2,511,0782.5m
$136.1m |
$136.1m |
0.46% |
Reduced
-73.0k |
-72,972 |
| 75 |
Bridgewater Associates, LP
0.53% of their portfolio |
Westport, CT |
2,475,6092.5m
$134.1m |
$134.1m |
0.53% |
Added
+639.1k |
+639,149 |
| 76 |
VANTAGEPOINT INVESTMENT ADVISERS LLC
1.04% of their portfolio |
WASHINGTON, DC |
2,360,7132.4m
$127.9m |
$127.9m |
1.04% |
New |
|
| 77 |
SOFI WEALTH, LLC
6.60% of their portfolio |
SAN FRANCISCO, CA |
2,260,8182.3m
$122.5m |
$122.5m |
6.60% |
Added
+1.1m |
+1,099,444 |
| 78 |
Pure Financial Advisors, LLC
1.89% of their portfolio |
SAN DIEGO, CA |
2,191,5502.2m
$118.7m |
$118.7m |
1.89% |
Added
+105.3k |
+105,325 |
| 79 |
LINCOLN NATIONAL CORP
3.37% of their portfolio |
RADNOR, PA |
2,182,8932.2m
$118.3m |
$118.3m |
3.37% |
Added
+38.4k |
+38,366 |
| 80 |
SUMITOMO LIFE INSURANCE CO
3.54% of their portfolio |
TOKYO, M0 |
2,105,5732.1m
$114.1m |
$114.1m |
3.54% |
New |
|
| 81 |
Fusion Family Wealth, LLC
8.47% of their portfolio |
WOODBURY, NY |
2,087,2142.1m
$113.1m |
$113.1m |
8.47% |
Reduced
-116 |
-116 |
| 82 |
Badgley Phelps Wealth Managers, LLC
2.37% of their portfolio |
SEATTLE, WA |
2,076,7322.1m
$112.5m |
$112.5m |
2.37% |
Reduced
-17.0k |
-16,984 |
| 83 |
NEPC LLC
2.85% of their portfolio |
Boston, MA |
1,996,6472.0m
$108.2m |
$108.2m |
2.85% |
Reduced
-238.0k |
-238,008 |
| 84 |
CBIZ Investment Advisory Services, LLC
4.20% of their portfolio |
INDEPENDENCE, OH |
1,978,1632.0m
$107.2m |
$107.2m |
4.20% |
Added
+2.0m |
+1,974,971 |
| 85 |
Cerity Partners OCIO LLC
5.29% of their portfolio |
New York, NY |
1,913,1631.9m
$103.7m |
$103.7m |
5.29% |
Added
+28.7k |
+28,710 |
| 86 |
Pathstone Holdings, LLC
0.39% of their portfolio |
ENGLEWOOD, NJ |
1,887,5711.9m
$102.3m |
$102.3m |
0.39% |
Reduced
-45.9k |
-45,935 |
| 87 |
ALLIANCEBERNSTEIN L.P.
0.03% of their portfolio |
NASHVILLE, TN |
1,823,0181.8m
$98.8m |
$98.8m |
0.03% |
Reduced
-676.2k |
-676,165 |
| 88 |
FMR LLC
0.01% of their portfolio |
BOSTON, MA |
1,803,1281.8m
$97.7m |
$97.7m |
0.01% |
Added
+35.0k |
+34,981 |
| 89 |
D.A. DAVIDSON & CO.
0.62% of their portfolio |
GREAT FALLS, MT |
1,802,2001.8m
$97.6m |
$97.6m |
0.62% |
Added
+125.7k |
+125,665 |
| 90 |
Steele Capital Management, Inc.
4.32% of their portfolio |
DUBUQUE, IA |
1,799,8271.8m
$97.5m |
$97.5m |
4.32% |
Reduced
-92.0k |
-92,012 |
| 91 |
Janney Montgomery Scott LLC
0.23% of their portfolio |
PHILADELPHIA, PA |
1,753,7021.8m
$95.0m |
$95.0m |
0.23% |
Added
+45.6k |
+45,551 |
| 92 |
MATHER GROUP, LLC.
0.95% of their portfolio |
CHICAGO, IL |
1,737,7501.7m
$94.2m |
$94.2m |
0.95% |
Reduced
-8.5k |
-8,463 |
| 93 |
FIFTH THIRD BANCORP
0.30% of their portfolio |
CINCINNATI, OH |
1,718,0901.7m
$93.1m |
$93.1m |
0.30% |
Added
+37.5k |
+37,514 |
| 94 |
Modera Wealth Management, LLC
1.07% of their portfolio |
WESTWOOD, NJ |
1,710,2871.7m
$92.7m |
$92.7m |
1.07% |
Reduced
-35.4k |
-35,409 |
| 95 |
Willis Johnson & Associates, Inc.
5.72% of their portfolio |
Houston, TX |
1,703,9601.7m
$92.3m |
$92.3m |
5.72% |
Added
+73.0k |
+73,033 |
| 96 |
Apella Capital, LLC
2.03% of their portfolio |
WEST HARTFORD, CT |
1,671,4501.7m
$91.1m |
$91.1m |
2.03% |
Added
+297.5k |
+297,470 |
| 97 |
Summit Trail Advisors, LLC
1.22% of their portfolio |
NEW YORK, NY |
1,626,1471.6m
$88.1m |
$88.1m |
1.22% |
Added
+102.3k |
+102,317 |
| 98 |
BESSEMER GROUP INC
0.13% of their portfolio |
WOODBRIDGE, NJ |
1,612,0621.6m
$87.3m |
$87.3m |
0.13% |
Added
+49.5k |
+49,480 |
| 99 |
TRUIST FINANCIAL CORP
0.12% of their portfolio |
CHARLOTTE, NC |
1,576,8241.6m
$85.4m |
$85.4m |
0.12% |
Reduced
-231.4k |
-231,385 |
| 100 |
FARMERS & MERCHANTS INVESTMENTS INC
2.35% of their portfolio |
LINCOLN, NE |
1,532,6551.5m
$83.0m |
$83.0m |
2.35% |
Reduced
-125.7k |
-125,719 |