| 1 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
1,212,7711.2m
$240.3m |
$240.3m |
0.01% |
Added
+66.8k |
+66,848 |
| 2 |
BANK OF AMERICA CORP /DE/
0.02% of their portfolio |
CHARLOTTE, NC |
1,042,3081.0m
$206.5m |
$206.5m |
0.02% |
Added
+38.4k |
+38,435 |
| 3 |
LPL Financial LLC
0.05% of their portfolio |
FORT MILL, SC |
894,086894.1k
$177.2m |
$177.2m |
0.05% |
Added
+923 |
+923 |
| 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.09% of their portfolio |
MILWAUKEE, WI |
713,108713.1k
$141.3m |
$141.3m |
0.09% |
Added
+34.0k |
+34,009 |
| 5 |
Beacon Capital Management, Inc.
5.83% of their portfolio |
DAYTON, OH |
522,967523.0k
$103.6m |
$103.6m |
5.83% |
Reduced
-40.9k |
-40,942 |
| 6 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
522,241522.2k
$103.5m |
$103.5m |
0.02% |
Added
+121.5k |
+121,523 |
| 7 |
ENVESTNET ASSET MANAGEMENT INC
0.03% of their portfolio |
Berwyn, PA |
482,801482.8k
$95.7m |
$95.7m |
0.03% |
Added
+23.0k |
+22,983 |
| 8 |
Empower Advisory Group, LLC
0.20% of their portfolio |
Greenwood Village, CO |
382,530382.5k
$75.8m |
$75.8m |
0.20% |
Reduced
-29.2k |
-29,222 |
| 9 |
UBS Group AG
0.01% of their portfolio |
ZURICH, V8 |
361,457361.5k
$71.6m |
$71.6m |
0.01% |
Added
+17.0k |
+17,018 |
| 10 |
OSAIC HOLDINGS, INC.
0.09% of their portfolio |
SCOTTSDALE, AZ |
316,698316.7k
$62.8m |
$62.8m |
0.09% |
Added
+86.1k |
+86,084 |
| 11 |
AMERIPRISE FINANCIAL INC
0.01% of their portfolio |
MINNEAPOLIS, MN |
313,645313.6k
$62.1m |
$62.1m |
0.01% |
Reduced
-27.6k |
-27,593 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.02% of their portfolio |
ST. PETERSBURG, FL |
279,058279.1k
$55.3m |
$55.3m |
0.02% |
Added
+59.5k |
+59,507 |
| 13 |
PGIM Custom Harvest LLC
0.66% of their portfolio |
NEWARK, NJ |
213,276213.3k
$42.3m |
$42.3m |
0.66% |
Added
+1.7k |
+1,680 |
| 14 |
Rockefeller Capital Management L.P.
0.07% of their portfolio |
NEW YORK, NY |
206,532206.5k
$40.9m |
$40.9m |
0.07% |
Added
+3.2k |
+3,198 |
| 15 |
Cetera Investment Advisers
0.04% of their portfolio |
SCHAUMBURG, IL |
188,013188.0k
$37.3m |
$37.3m |
0.04% |
Added
+2.6k |
+2,631 |
| 16 |
ROYAL BANK OF CANADA
0.01% of their portfolio |
TORONTO, A6 |
182,578182.6k
$36.2m |
$36.2m |
0.01% |
Reduced
-29.3k |
-29,341 |
| 17 |
COMMONWEALTH EQUITY SERVICES, LLC
0.05% of their portfolio |
WALTHAM, MA |
182,052182.1k
$36.1m |
$36.1m |
0.05% |
Reduced
-2.2k |
-2,165 |
| 18 |
CAPTRUST FINANCIAL ADVISORS
0.06% of their portfolio |
RALEIGH, NC |
160,640160.6k
$31.8m |
$31.8m |
0.06% |
Reduced
-66.5k |
-66,513 |
| 19 |
Ameritas Advisory Services, LLC
0.88% of their portfolio |
Lincoln, NE |
114,715114.7k
$22.7m |
$22.7m |
0.88% |
Reduced
-7.4k |
-7,420 |
| 20 |
Cambridge Investment Research Advisors, Inc.
0.06% of their portfolio |
FAIRFIELD, IA |
111,621111.6k
$22.1m |
$22.1m |
0.06% |
Reduced
-8.3k |
-8,320 |
| 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV
1.29% of their portfolio |
KOKOMO, IN |
106,745106.7k
$21.2m |
$21.2m |
1.29% |
Added
+3.1k |
+3,073 |
| 22 |
Nan Shan Life Insurance Co., Ltd.
0.76% of their portfolio |
Taipei City, F5 |
105,964106.0k
$21.0m |
$21.0m |
0.76% |
New |
|
| 23 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
102,050102.0k
$20.2m |
$20.2m |
0.02% |
Reduced
-3.7k |
-3,742 |
| 24 |
Corient Private Wealth LP
0.03% of their portfolio |
MIAMI, FL |
101,798101.8k
$20.1m |
$20.1m |
0.03% |
Reduced
-122.5k |
-122,517 |
| 25 |
MML INVESTORS SERVICES, LLC
0.05% of their portfolio |
SPRINGFIELD, MA |
98,29298.3k
$19.5m |
$19.5m |
0.05% |
Reduced
-4.8k |
-4,815 |
| 26 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
98,01498.0k
$19.4m |
$19.4m |
0.00% |
Added
+11.8k |
+11,774 |
| 27 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
1.15% of their portfolio |
KNOXVILLE, TN |
91,05891.1k
$18.0m |
$18.0m |
1.15% |
Reduced
-2.1k |
-2,109 |
| 28 |
Allied Investment Advisors, LLC
2.55% of their portfolio |
BILLINGS, MT |
89,61289.6k
$17.8m |
$17.8m |
2.55% |
Added
+1.3k |
+1,270 |
| 29 |
Unconventional Investor, LLC
7.47% of their portfolio |
PORTSMOUTH, NH |
79,43779.4k
$15.7m |
$15.7m |
7.47% |
Reduced
-740 |
-740 |
| 30 |
SWAN Capital LLC
5.35% of their portfolio |
PENSACOLA, FL |
73,44073.4k
$14.6m |
$14.6m |
5.35% |
Added
+11.4k |
+11,421 |
| 31 |
Lido Advisors, LLC
0.06% of their portfolio |
Los Angeles, CA |
73,09073.1k
$14.5m |
$14.5m |
0.06% |
Added
+2.7k |
+2,711 |
| 32 |
Nelson Capital Management, LLC
1.49% of their portfolio |
MENLO PARK, CA |
61,50561.5k
$12.2m |
$12.2m |
1.49% |
Added
+99 |
+99 |
| 33 |
Cerity Partners LLC
0.02% of their portfolio |
NEW YORK, NY |
60,47860.5k
$12.0m |
$12.0m |
0.02% |
Added
+679 |
+679 |
| 34 |
BLAIR WILLIAM & CO/IL
0.03% of their portfolio |
CHICAGO, IL |
58,64858.6k
$11.6m |
$11.6m |
0.03% |
Added
+1.2k |
+1,236 |
| 35 |
VESTOR CAPITAL, LLC
0.82% of their portfolio |
CHICAGO, IL |
57,47857.5k
$11.4m |
$11.4m |
0.82% |
Reduced
-522 |
-522 |
| 36 |
PNC Financial Services Group, Inc.
0.01% of their portfolio |
Pittsburgh, PA |
56,55356.6k
$11.2m |
$11.2m |
0.01% |
Added
+277 |
+277 |
| 37 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
55,64655.6k
$11.0m |
$11.0m |
0.01% |
Added
+3.6k |
+3,618 |
| 38 |
American Investment Services, Inc.
2.35% of their portfolio |
GREAT BARRINGTON, MA |
53,25953.3k
$10.6m |
$10.6m |
2.35% |
Reduced
-650 |
-650 |
| 39 |
Pallas Capital Advisors LLC
0.39% of their portfolio |
BRAINTREE, MA |
52,46652.5k
$10.4m |
$10.4m |
0.39% |
Reduced
-4.2k |
-4,180 |
| 40 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
52,05052.0k
$10.3m |
$10.3m |
0.01% |
Added
+1.7k |
+1,662 |
| 41 |
Janney Montgomery Scott LLC
0.03% of their portfolio |
PHILADELPHIA, PA |
51,84051.8k
$10.3m |
$10.3m |
0.03% |
Added
+4.5k |
+4,543 |
| 42 |
Private Advisor Group, LLC
0.05% of their portfolio |
MORRISTOWN, NJ |
51,38951.4k
$10.2m |
$10.2m |
0.05% |
Reduced
-10.3k |
-10,348 |
| 43 |
HARBOUR INVESTMENTS, INC.
0.15% of their portfolio |
MADISON, WI |
48,86548.9k
$9.7m |
$9.7m |
0.15% |
Added
+21.3k |
+21,328 |
| 44 |
Goldstone Financial Group, LLC
1.04% of their portfolio |
OAKBROOK TERRACE, IL |
48,54148.5k
$9.6m |
$9.6m |
1.04% |
Reduced
-2.8k |
-2,796 |
| 45 |
David Kennon Inc
3.14% of their portfolio |
SARASOTA, FL |
44,17344.2k
$8.8m |
$8.8m |
3.14% |
Added
+5.8k |
+5,767 |
| 46 |
McIlrath & Eck, LLC
0.63% of their portfolio |
ARLINGTON, WA |
42,72742.7k
$8.5m |
$8.5m |
0.63% |
Added
+479 |
+479 |
| 47 |
Greenline Partners, LLC
0.91% of their portfolio |
NEW YORK, NY |
42,58142.6k
$8.4m |
$8.4m |
0.91% |
Added
+2.0k |
+1,971 |
| 48 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
41,20541.2k
$8.2m |
$8.2m |
0.01% |
Added
+19.7k |
+19,726 |
| 49 |
Quadrature Capital Ltd
0.10% of their portfolio |
LONDON, X0 |
41,15741.2k
$8.2m |
$8.2m |
0.10% |
Reduced
-38.5k |
-38,458 |
| 50 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
38,47238.5k
$7.6m |
$7.6m |
0.00% |
Added
+9.3k |
+9,344 |
| 51 |
MERCER GLOBAL ADVISORS INC /ADV
0.01% of their portfolio |
DENVER, CO |
36,81736.8k
$7.3m |
$7.3m |
0.01% |
Added
+7.0k |
+7,008 |
| 52 |
Kestra Advisory Services, LLC
0.03% of their portfolio |
AUSTIN, TX |
36,61436.6k
$7.3m |
$7.3m |
0.03% |
Added
+10.6k |
+10,578 |
| 53 |
EXCHANGE TRADED CONCEPTS, LLC
0.06% of their portfolio |
Oklahoma City, OK |
36,59236.6k
$7.3m |
$7.3m |
0.06% |
Reduced
-395 |
-395 |
| 54 |
Richmond Brothers, Inc.
4.74% of their portfolio |
JACKSON, MI |
35,94835.9k
$7.1m |
$7.1m |
4.74% |
Reduced
-770 |
-770 |
| 55 |
KCM INVESTMENT ADVISORS LLC
0.23% of their portfolio |
GREENBRAE, CA |
35,64235.6k
$7.1m |
$7.1m |
0.23% |
Reduced
-972 |
-972 |
| 56 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
32,95333.0k
$6.5m |
$6.5m |
0.00% |
Added
+2.5k |
+2,509 |
| 57 |
Foundations Investment Advisors, LLC
0.08% of their portfolio |
PHOENIX, AZ |
32,20232.2k
$6.4m |
$6.4m |
0.08% |
Added
+1.6k |
+1,636 |
| 58 |
Bryn Mawr Trust Advisors, LLC
0.31% of their portfolio |
PHILADELPHIA, PA |
31,83831.8k
$6.3m |
$6.3m |
0.31% |
Reduced
-742 |
-742 |
| 59 |
Hamilton Wealth, LLC
1.23% of their portfolio |
LOS ANGELES, CA |
31,78731.8k
$6.3m |
$6.3m |
1.23% |
Added
+3.2k |
+3,206 |
| 60 |
Farther Finance Advisors, LLC
0.06% of their portfolio |
SAN FRANCISCO, CA |
30,50330.5k
$6.1m |
$6.1m |
0.06% |
Added
+1.4k |
+1,435 |
| 61 |
Porter White Investment Advisors, Inc.
2.27% of their portfolio |
Birmingham, AL |
28,60128.6k
$5.7m |
$5.7m |
2.27% |
Reduced
-168 |
-168 |
| 62 |
Beacon Pointe Advisors, LLC
0.03% of their portfolio |
NEWPORT BEACH, CA |
28,22228.2k
$5.6m |
$5.6m |
0.03% |
Added
+1.8k |
+1,833 |
| 63 |
NewEdge Advisors, LLC
0.02% of their portfolio |
NEW ORLEANS, LA |
27,33927.3k
$5.4m |
$5.4m |
0.02% |
Added
+12.8k |
+12,808 |
| 64 |
Apollon Financial, LLC
0.74% of their portfolio |
MOUNT PLEASANT, SC |
27,07827.1k
$5.4m |
$5.4m |
0.74% |
Added
+3.2k |
+3,235 |
| 65 |
BARD ASSOCIATES INC
1.33% of their portfolio |
CHICAGO, IL |
26,84526.8k
$5.3m |
$5.3m |
1.33% |
Reduced
-41 |
-41 |
| 66 |
Dakota Wealth Management
0.11% of their portfolio |
PALM BEACH GARDENS, FL |
26,47226.5k
$5.2m |
$5.2m |
0.11% |
Reduced
-332 |
-332 |
| 67 |
NOMURA ASSET MANAGEMENT CO LTD
0.01% of their portfolio |
TOKYO, M0 |
26,00026.0k
$5.2m |
$5.2m |
0.01% |
Reduced
-10.9k |
-10,900 |
| 68 |
Integrated Wealth Concepts LLC
0.04% of their portfolio |
WALTHAM, MA |
25,90325.9k
$5.1m |
$5.1m |
0.04% |
Added
+3.6k |
+3,635 |
| 69 |
Moss Adams Wealth Advisors LLC
0.37% of their portfolio |
SEATTLE, WA |
25,56925.6k
$5.1m |
$5.1m |
0.37% |
Reduced
-76 |
-76 |
| 70 |
Visionary Wealth Advisors
0.22% of their portfolio |
O'FALLON, IL |
24,61624.6k
$4.9m |
$4.9m |
0.22% |
Reduced
-55 |
-55 |
| 71 |
New England Private Wealth Advisors LLC
0.56% of their portfolio |
WELLESLEY, MA |
24,35624.4k
$4.8m |
$4.8m |
0.56% |
Added
+158 |
+158 |
| 72 |
MRA Advisory Group
1.97% of their portfolio |
PARSIPPANY, NJ |
24,31224.3k
$4.8m |
$4.8m |
1.97% |
Added
+2.3k |
+2,308 |
| 73 |
Venturi Wealth Management, LLC
0.21% of their portfolio |
AUSTIN, TX |
23,77923.8k
$4.7m |
$4.7m |
0.21% |
Unchanged |
|
| 74 |
Mittelman Wealth Management
2.89% of their portfolio |
ANDOVER, MA |
23,38623.4k
$4.6m |
$4.6m |
2.89% |
Added
+2.6k |
+2,572 |
| 75 |
CWM, LLC
0.01% of their portfolio |
OMAHA, NE |
23,01723.0k
$4.6m |
$4.6m |
0.01% |
Reduced
-482 |
-482 |
| 76 |
Atria Investments, Inc
0.05% of their portfolio |
Charlotte, NC |
22,64122.6k
$4.5m |
$4.5m |
0.05% |
Reduced
-642 |
-642 |
| 77 |
FIFTH THIRD BANCORP
0.01% of their portfolio |
CINCINNATI, OH |
22,05522.1k
$4.4m |
$4.4m |
0.01% |
Added
+8.3k |
+8,286 |
| 78 |
Legacy Financial Group LLC
0.55% of their portfolio |
DES MOINES, IA |
22,04722.0k
$4.4m |
$4.4m |
0.55% |
Added
+1.4k |
+1,360 |
| 79 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
21,14321.1k
$4.2m |
$4.2m |
0.00% |
Reduced
-25.2k |
-25,172 |
| 80 |
Wilmington Savings Fund Society, FSB
0.10% of their portfolio |
WILMINGTON, DE |
20,18720.2k
$4.0m |
$4.0m |
0.10% |
Unchanged |
|
| 81 |
DMKC Advisory Services, LLC
1.64% of their portfolio |
DES MOINES, IA |
19,90519.9k
$3.9m |
$3.9m |
1.64% |
Added
+148 |
+148 |
| 82 |
J.W. COLE ADVISORS, INC.
0.13% of their portfolio |
TAMPA, FL |
19,87619.9k
$3.9m |
$3.9m |
0.13% |
Added
+333 |
+333 |
| 83 |
U.S. Capital Wealth Advisors, LLC
0.10% of their portfolio |
AUSTIN, TX |
19,83319.8k
$3.9m |
$3.9m |
0.10% |
Added
+5.6k |
+5,618 |
| 84 |
Tranquilli Financial Advisor LLC
2.29% of their portfolio |
Clinton, NJ |
19,75819.8k
$3.9m |
$3.9m |
2.29% |
Reduced
-16 |
-16 |
| 85 |
M&T Bank Corp
0.01% of their portfolio |
BUFFALO, NY |
19,70719.7k
$3.9m |
$3.9m |
0.01% |
Reduced
-2.7k |
-2,688 |
| 86 |
TD Waterhouse Canada Inc.
0.01% of their portfolio |
TORONTO, A6 |
19,29719.3k
$3.8m |
$3.8m |
0.01% |
Added
+19.3k |
+19,277 |
| 87 |
Reality Financial Planning Services, LLC
3.64% of their portfolio |
SARASOTA, FL |
19,02819.0k
$3.8m |
$3.8m |
3.64% |
Added
+1.4k |
+1,444 |
| 88 |
Pathstone Holdings, LLC
0.01% of their portfolio |
ENGLEWOOD, NJ |
18,95319.0k
$3.8m |
$3.8m |
0.01% |
Reduced
-124 |
-124 |
| 89 |
Sterling Investment Advisors, Ltd.
0.68% of their portfolio |
BERWYN, PA |
18,83218.8k
$3.7m |
$3.7m |
0.68% |
Reduced
-150 |
-150 |
| 90 |
White Lighthouse Investment Management Inc.
0.51% of their portfolio |
BEDFORD, MA |
18,72418.7k
$3.7m |
$3.7m |
0.51% |
Added
+50 |
+50 |
| 91 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
18,68118.7k
$3.7m |
$3.7m |
0.00% |
Added
+4.3k |
+4,309 |
| 92 |
Capital Investment Advisory Services, LLC
0.27% of their portfolio |
RALEIGH, NC |
18,53618.5k
$3.7m |
$3.7m |
0.27% |
Added
+795 |
+795 |
| 93 |
Strengthening Families & Communities, LLC
0.91% of their portfolio |
BOSTON, MA |
18,49018.5k
$3.7m |
$3.7m |
0.91% |
Added
+234 |
+234 |
| 94 |
O'ROURKE & COMPANY, Inc
1.36% of their portfolio |
BOSTON, MA |
17,30817.3k
$3.4m |
$3.4m |
1.36% |
Added
+589 |
+589 |
| 95 |
Quantinno Capital Management LP
0.01% of their portfolio |
NEW YORK, NY |
17,09217.1k
$3.4m |
$3.4m |
0.01% |
Added
+673 |
+673 |
| 96 |
Wealthspire Advisors, LLC
0.03% of their portfolio |
NEW YORK, NY |
16,62716.6k
$3.3m |
$3.3m |
0.03% |
Reduced
-23 |
-23 |
| 97 |
Royal Fund Management, LLC
0.32% of their portfolio |
Lady Lake, FL |
16,56416.6k
$3.3m |
$3.3m |
0.32% |
Added
+1.4k |
+1,441 |
| 98 |
Pinnacle Wealth Management Group, Inc.
1.61% of their portfolio |
PLYMOUTH, MI |
16,50916.5k
$3.3m |
$3.3m |
1.61% |
Added
+1.2k |
+1,225 |
| 99 |
Praetorian Wealth Management, Inc.
0.63% of their portfolio |
CARMEL, CA |
16,47016.5k
$3.3m |
$3.3m |
0.63% |
Added
+1.4k |
+1,375 |
| 100 |
Arete Wealth Advisors, LLC
0.24% of their portfolio |
CHICAGO, IL |
16,29616.3k
$3.2m |
$3.2m |
0.24% |
New |
|