| 1 |
MORGAN STANLEY
0.03% of their portfolio |
NEW YORK, NY |
1,447,8101.4m
$490.4m |
$490.4m |
0.03% |
Added
+149.3k |
+149,343 |
| 2 |
AMERIPRISE FINANCIAL INC
0.06% of their portfolio |
MINNEAPOLIS, MN |
834,987835.0k
$282.8m |
$282.8m |
0.06% |
Reduced
-75.4k |
-75,378 |
| 3 |
FMR LLC
0.01% of their portfolio |
BOSTON, MA |
727,608727.6k
$246.5m |
$246.5m |
0.01% |
Reduced
-21.2k |
-21,151 |
| 4 |
UBS Group AG
0.04% of their portfolio |
ZURICH, V8 |
679,587679.6k
$230.2m |
$230.2m |
0.04% |
Reduced
-31.6k |
-31,647 |
| 5 |
STIFEL FINANCIAL CORP
0.15% of their portfolio |
ST. LOUIS, MO |
519,135519.1k
$175.8m |
$175.8m |
0.15% |
Added
+30.7k |
+30,740 |
| 6 |
RED CEDAR INVESTMENT MANAGEMENT, LLC
16.28% of their portfolio |
GRAND RAPIDS, MI |
507,403507.4k
$171.9m |
$171.9m |
16.28% |
Reduced
-9.6k |
-9,613 |
| 7 |
Bank of New York Mellon Corp
0.03% of their portfolio |
NEW YORK, NY |
483,139483.1k
$163.6m |
$163.6m |
0.03% |
Added
+4.0k |
+4,023 |
| 8 |
BANK OF AMERICA CORP /DE/
0.01% of their portfolio |
CHARLOTTE, NC |
472,836472.8k
$160.2m |
$160.2m |
0.01% |
Reduced
-82.6k |
-82,562 |
| 9 |
CITIGROUP INC
0.07% of their portfolio |
NEW YORK, NY |
459,097459.1k
$155.5m |
$155.5m |
0.07% |
Reduced
-12 |
-12 |
| 10 |
Jordan Park Group LLC
7.43% of their portfolio |
SAN FRANCISCO, CA |
432,391432.4k
$146.5m |
$146.5m |
7.43% |
Added
+24.7k |
+24,727 |
| 11 |
Apella Capital, LLC
1.72% of their portfolio |
WEST HARTFORD, CT |
359,515359.5k
$121.8m |
$121.8m |
1.72% |
Added
+28.9k |
+28,912 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.03% of their portfolio |
ST. PETERSBURG, FL |
320,828320.8k
$108.7m |
$108.7m |
0.03% |
Added
+8.9k |
+8,865 |
| 13 |
Waverly Advisors, LLC
0.58% of their portfolio |
BIRMINGHAM, AL |
294,301294.3k
$99.7m |
$99.7m |
0.58% |
Reduced
-2.8k |
-2,829 |
| 14 |
Cerity Partners LLC
0.12% of their portfolio |
NEW YORK, NY |
287,674287.7k
$97.4m |
$97.4m |
0.12% |
Reduced
-2.5k |
-2,480 |
| 15 |
MAI Capital Management
0.33% of their portfolio |
INDEPENDENCE, OH |
256,565256.6k
$86.9m |
$86.9m |
0.33% |
Added
+94.6k |
+94,633 |
| 16 |
ENVESTNET ASSET MANAGEMENT INC
0.02% of their portfolio |
Berwyn, PA |
250,978251.0k
$85.0m |
$85.0m |
0.02% |
Added
+15.1k |
+15,144 |
| 17 |
Flower City Capital
36.40% of their portfolio |
PITTSFORD, NY |
244,063244.1k
$82.7m |
$82.7m |
36.40% |
Added
+3.3k |
+3,311 |
| 18 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
223,611223.6k
$75.7m |
$75.7m |
0.01% |
Reduced
-6.4k |
-6,377 |
| 19 |
Summit Trail Advisors, LLC
0.91% of their portfolio |
NEW YORK, NY |
212,940212.9k
$72.1m |
$72.1m |
0.91% |
New |
|
| 20 |
Colter Lewis Investment Partners LLC
27.94% of their portfolio |
GREENWICH, CT |
185,576185.6k
$62.9m |
$62.9m |
27.94% |
New |
|
| 21 |
Beacon Pointe Advisors, LLC
0.28% of their portfolio |
NEWPORT BEACH, CA |
176,755176.8k
$59.9m |
$59.9m |
0.28% |
Added
+5.1k |
+5,059 |
| 22 |
Sherrill & Hutchins Financial Advisory, Inc
25.23% of their portfolio |
ATLANTA, GA |
155,798155.8k
$52.8m |
$52.8m |
25.23% |
Reduced
-1.7k |
-1,707 |
| 23 |
Heartwood Wealth Advisors LLC
3.96% of their portfolio |
RICHMOND, VA |
150,400150.4k
$50.9m |
$50.9m |
3.96% |
Added
+4.3k |
+4,316 |
| 24 |
Hilltop Partners LLC
11.35% of their portfolio |
MISHAWAKA, IN |
138,127138.1k
$46.8m |
$46.8m |
11.35% |
Reduced
-112.8k |
-112,775 |
| 25 |
JONES FINANCIAL COMPANIES LLLP
0.02% of their portfolio |
DES PERES, MO |
126,472126.5k
$41.8m |
$41.8m |
0.02% |
Added
+27.8k |
+27,772 |
| 26 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
125,051125.1k
$42.4m |
$42.4m |
0.00% |
Added
+8.9k |
+8,902 |
| 27 |
HighTower Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
116,860116.9k
$39.6m |
$39.6m |
0.04% |
Reduced
-2.0k |
-2,046 |
| 28 |
VANGUARD ADVISERS INC
0.13% of their portfolio |
Malvern, PA |
112,042112.0k
$38.0m |
$38.0m |
0.13% |
Reduced
-775 |
-775 |
| 29 |
OLD NATIONAL BANCORP /IN/
0.75% of their portfolio |
EVANSVILLE, IN |
111,935111.9k
$37.9m |
$37.9m |
0.75% |
Added
+6.2k |
+6,158 |
| 30 |
Hirtle & Co., LLC
1.18% of their portfolio |
WEST CONSHOHOCKEN, PA |
105,694105.7k
$35.8m |
$35.8m |
1.18% |
Added
+11.2k |
+11,163 |
| 31 |
Cetera Investment Advisers
0.03% of their portfolio |
SCHAUMBURG, IL |
99,48299.5k
$33.7m |
$33.7m |
0.03% |
Added
+630 |
+630 |
| 32 |
Pathstone Holdings, LLC
0.10% of their portfolio |
ENGLEWOOD, NJ |
96,43196.4k
$32.7m |
$32.7m |
0.10% |
Added
+28.9k |
+28,946 |
| 33 |
Cambridge Investment Research Advisors, Inc.
0.03% of their portfolio |
FAIRFIELD, IA |
90,29090.3k
$30.6m |
$30.6m |
0.03% |
Added
+46.5k |
+46,470 |
| 34 |
KEYBANK NATIONAL ASSOCIATION/OH
0.09% of their portfolio |
BROOKLYN, OH |
85,08685.1k
$28.8m |
$28.8m |
0.09% |
Reduced
-24.3k |
-24,270 |
| 35 |
AQR CAPITAL MANAGEMENT LLC
0.01% of their portfolio |
Greenwich, CT |
80,63780.6k
$27.3m |
$27.3m |
0.01% |
Added
+696 |
+696 |
| 36 |
CHOREO, LLC
0.29% of their portfolio |
ROCKFORD, IL |
77,33177.3k
$26.2m |
$26.2m |
0.29% |
Added
+3.1k |
+3,072 |
| 37 |
MML INVESTORS SERVICES, LLC
0.05% of their portfolio |
SPRINGFIELD, MA |
76,62276.6k
$26.0m |
$26.0m |
0.05% |
Added
+32.2k |
+32,167 |
| 38 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
76,26076.3k
$25.8m |
$25.8m |
0.01% |
Reduced
-31.9k |
-31,886 |
| 39 |
CHERRYDALE WEALTH MANAGEMENT, LLC
6.69% of their portfolio |
HOBOKEN, NJ |
75,50675.5k
$25.6m |
$25.6m |
6.69% |
Added
+2.4k |
+2,413 |
| 40 |
1900 WEALTH MANAGEMENT LLC
1.40% of their portfolio |
SAN ANTONIO, TX |
74,30674.3k
$25.2m |
$25.2m |
1.40% |
Added
+1.9k |
+1,865 |
| 41 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
73,81673.8k
$24.8m |
$24.8m |
0.00% |
Added
+2.9k |
+2,906 |
| 42 |
Zhang Financial LLC
0.69% of their portfolio |
PORTAGE, MI |
69,62369.6k
$23.6m |
$23.6m |
0.69% |
Added
+49.1k |
+49,116 |
| 43 |
Stegner Investment Associates Inc.
10.84% of their portfolio |
LOUISVILLE, KY |
67,32367.3k
$22.8m |
$22.8m |
10.84% |
Added
+3 |
+3 |
| 44 |
NICOLET BANKSHARES INC
0.69% of their portfolio |
GREEN BAY, WI |
64,11464.1k
$21.7m |
$21.7m |
0.69% |
Added
+2.6k |
+2,583 |
| 45 |
Opus Capital Group, LLC
2.05% of their portfolio |
CINCINNATI, OH |
62,62862.6k
$21.2m |
$21.2m |
2.05% |
Reduced
-1.2k |
-1,194 |
| 46 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04% of their portfolio |
PLYMOUTH, MN |
62,30562.3k
$21.3m |
$21.3m |
0.04% |
Reduced
-1.5k |
-1,474 |
| 47 |
MERCER GLOBAL ADVISORS INC /ADV
0.03% of their portfolio |
DENVER, CO |
60,64160.6k
$20.5m |
$20.5m |
0.03% |
Reduced
-4.4k |
-4,446 |
| 48 |
Arbor Investment Advisors, LLC
2.05% of their portfolio |
WINSTON SALEM, NC |
53,34953.3k
$18.1m |
$18.1m |
2.05% |
Added
+66 |
+66 |
| 49 |
Modern Wealth Management, LLC
0.20% of their portfolio |
KANSAS CITY, MO |
50,49950.5k
$17.1m |
$17.1m |
0.20% |
Reduced
-7.9k |
-7,902 |
| 50 |
Focus Partners Wealth
0.02% of their portfolio |
ST LOUIS, MO |
45,22545.2k
$15.3m |
$15.3m |
0.02% |
Added
+7.0k |
+7,029 |
| 51 |
Savant Capital, LLC
0.04% of their portfolio |
ROCKFORD, IL |
44,77344.8k
$14.2m |
$14.2m |
0.04% |
Added
+23.7k |
+23,676 |
| 52 |
Pitcairn Wealth Advisors LLC
1.59% of their portfolio |
CONSHOHOCKEN, PA |
42,89242.9k
$14.5m |
$14.5m |
1.59% |
Reduced
-841 |
-841 |
| 53 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
40,35840.4k
$13.7m |
$13.7m |
0.01% |
Added
+207 |
+207 |
| 54 |
RHUMBLINE ADVISERS
0.01% of their portfolio |
BOSTON, MA |
38,92538.9k
$13.2m |
$13.2m |
0.01% |
Reduced
-1.8k |
-1,800 |
| 55 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
33,69833.7k
$11.4m |
$11.4m |
0.01% |
Reduced
-3.7k |
-3,697 |
| 56 |
NORTHERN TRUST CORP
0.00% of their portfolio |
CHICAGO, IL |
33,69433.7k
$11.4m |
$11.4m |
0.00% |
Unchanged |
|
| 57 |
Creative Planning
0.01% of their portfolio |
OVERLAND PARK, KS |
32,38432.4k
$11.0m |
$11.0m |
0.01% |
Added
+2.1k |
+2,054 |
| 58 |
COZAD ASSET MANAGEMENT INC
0.70% of their portfolio |
CHAMPAIGN, IL |
31,88131.9k
$10.8m |
$10.8m |
0.70% |
Reduced
-2.3k |
-2,263 |
| 59 |
COLDSTREAM CAPITAL MANAGEMENT INC
0.13% of their portfolio |
BELLEVUE, WA |
31,71831.7k
$10.7m |
$10.7m |
0.13% |
Reduced
-612 |
-612 |
| 60 |
M&T Bank Corp
0.03% of their portfolio |
BUFFALO, NY |
30,88030.9k
$10.5m |
$10.5m |
0.03% |
Added
+2.6k |
+2,650 |
| 61 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
30,73630.7k
$10.4m |
$10.4m |
0.00% |
Added
+45 |
+45 |
| 62 |
Thrive Wealth Management, LLC
1.33% of their portfolio |
AUDUBON, PA |
30,62530.6k
$10.4m |
$10.4m |
1.33% |
Reduced
-577 |
-577 |
| 63 |
FOUNDERS CAPITAL MANAGEMENT, LLC
1.53% of their portfolio |
Hartford, CT |
30,20430.2k
$10.2m |
$10.2m |
1.53% |
Unchanged |
|
| 64 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.44% of their portfolio |
LONG BEACH, CA |
30,15430.2k
$10.2m |
$10.2m |
0.44% |
Reduced
-752 |
-752 |
| 65 |
CAPTRUST FINANCIAL ADVISORS
0.02% of their portfolio |
RALEIGH, NC |
29,92929.9k
$10.1m |
$10.1m |
0.02% |
Added
+7.4k |
+7,446 |
| 66 |
Rialto Wealth Management, LLC
1.99% of their portfolio |
SYRACUSE, NY |
29,68829.7k
$10.1m |
$10.1m |
1.99% |
Reduced
-2.1k |
-2,127 |
| 67 |
Owl Creek Wealth Partners LLC
2.93% of their portfolio |
DENVER, CO |
29,57329.6k
$10.0m |
$10.0m |
2.93% |
Added
+388 |
+388 |
| 68 |
Thrivent Financial for Lutherans
0.02% of their portfolio |
Minneapolis, MN |
29,21129.2k
$9.9m |
$9.9m |
0.02% |
Added
+5.6k |
+5,579 |
| 69 |
FourThought Financial Partners, LLC
0.75% of their portfolio |
VENICE, FL |
28,76928.8k
$9.7m |
$9.7m |
0.75% |
Reduced
-598 |
-598 |
| 70 |
Crusonia Wealth Advisors LLC
1.53% of their portfolio |
DENVER, CO |
27,52427.5k
$9.3m |
$9.3m |
1.53% |
Reduced
-465 |
-465 |
| 71 |
COMMERCE BANK
0.04% of their portfolio |
KANSAS CITY, MO |
27,31827.3k
$9.3m |
$9.3m |
0.04% |
Added
+1.7k |
+1,726 |
| 72 |
Nova R Wealth, Inc.
2.63% of their portfolio |
OVERLAND PARK, KS |
26,65526.7k
$9.0m |
$9.0m |
2.63% |
Reduced
-926 |
-926 |
| 73 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
0.05% of their portfolio |
Cincinnati, OH |
26,62626.6k
$9.0m |
$9.0m |
0.05% |
Added
+1.1k |
+1,128 |
| 74 |
Navigate Wealth Management, LLC
5.53% of their portfolio |
BIRMINGHAM, AL |
26,53526.5k
$8.9m |
$8.9m |
5.53% |
Reduced
-49 |
-49 |
| 75 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
25,78925.8k
$8.7m |
$8.7m |
0.01% |
Added
+1.1k |
+1,136 |
| 76 |
FIFTH THIRD BANCORP
0.01% of their portfolio |
CINCINNATI, OH |
25,43525.4k
$8.6m |
$8.6m |
0.01% |
Reduced
-150 |
-150 |
| 77 |
Roble, Belko & Company, Inc
0.92% of their portfolio |
SEWICKLEY, PA |
25,25425.3k
$8.6m |
$8.6m |
0.92% |
Added
+29 |
+29 |
| 78 |
Capstone Financial Advisors, Inc.
0.37% of their portfolio |
DOWNERS GROVE, IL |
22,63422.6k
$7.7m |
$7.7m |
0.37% |
Reduced
-36 |
-36 |
| 79 |
SoundView Advisors Inc.
2.48% of their portfolio |
OLYMPIA, WA |
22,49122.5k
$7.6m |
$7.6m |
2.48% |
Added
+45 |
+45 |
| 80 |
Alesco Advisors, LLC, An ESL Co
0.17% of their portfolio |
Pittsford, NY |
22,11922.1k
$7.5m |
$7.5m |
0.17% |
Reduced
-201 |
-201 |
| 81 |
Allworth Financial LP
0.03% of their portfolio |
FOLSOM, CA |
21,91721.9k
$7.4m |
$7.4m |
0.03% |
Reduced
-899 |
-899 |
| 82 |
PRECEDENT WEALTH PARTNERS, LLC
1.23% of their portfolio |
HOUSTON, TX |
21,79321.8k
$7.4m |
$7.4m |
1.23% |
Added
+3.7k |
+3,674 |
| 83 |
Hapanowicz & Associates Financial Services, Inc
2.26% of their portfolio |
PITTSBURGH, PA |
21,48521.5k
$7.3m |
$7.3m |
2.26% |
Reduced
-582 |
-582 |
| 84 |
Note Advisors, LLC
3.14% of their portfolio |
BUFFALO, NY |
21,37321.4k
$7.2m |
$7.2m |
3.14% |
Reduced
-696 |
-696 |
| 85 |
Brown Financial Advisory
3.00% of their portfolio |
FAIRHOPE, AL |
21,17221.2k
$7.2m |
$7.2m |
3.00% |
Reduced
-18 |
-18 |
| 86 |
SouthState Bank Corp
0.29% of their portfolio |
Winter Haven, FL |
20,39420.4k
$6.9m |
$6.9m |
0.29% |
Reduced
-1.2k |
-1,203 |
| 87 |
Brooklyn FI, LLC
1.20% of their portfolio |
NEW YORK, NY |
19,42519.4k
$6.6m |
$6.6m |
1.20% |
Reduced
-105 |
-105 |
| 88 |
Napier Financial, LLC
1.35% of their portfolio |
BRAINTREE, MA |
19,11419.1k
$6.5m |
$6.5m |
1.35% |
Added
+561 |
+561 |
| 89 |
Aaron Wealth Advisors LLC
0.31% of their portfolio |
Chicago, IL |
17,86117.9k
$6.0m |
$6.0m |
0.31% |
Reduced
-225 |
-225 |
| 90 |
CBIZ Investment Advisory Services, LLC
0.19% of their portfolio |
INDEPENDENCE, OH |
17,67417.7k
$5.2m |
$5.2m |
0.19% |
Unchanged |
|
| 91 |
FIRST MANHATTAN CO. LLC.
0.02% of their portfolio |
NEW YORK, NY |
17,63317.6k
$6.0m |
$6.0m |
0.02% |
Reduced
-239 |
-239 |
| 92 |
Arax Advisory Partners
0.04% of their portfolio |
NEW YORK, NY |
17,45117.5k
$5.9m |
$5.9m |
0.04% |
Added
+3.6k |
+3,633 |
| 93 |
Gotham Asset Management, LLC
0.01% of their portfolio |
NEW YORK, NY |
17,41217.4k
$5.9m |
$5.9m |
0.01% |
Unchanged |
|
| 94 |
OSAIC HOLDINGS, INC.
0.01% of their portfolio |
SCOTTSDALE, AZ |
16,78616.8k
$5.7m |
$5.7m |
0.01% |
Added
+11.3k |
+11,345 |
| 95 |
LPWM LLC
1.26% of their portfolio |
MINNEAPOLIS, MN |
16,78016.8k
$5.7m |
$5.7m |
1.26% |
Added
+606 |
+606 |
| 96 |
Francis Financial, Inc.
0.90% of their portfolio |
NEW YORK, NY |
16,26816.3k
$5.5m |
$5.5m |
0.90% |
Added
+2.3k |
+2,258 |
| 97 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
15,45915.5k
$5.2m |
$5.2m |
0.01% |
Added
+490 |
+490 |
| 98 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
15,44815.4k
$5.2m |
$5.2m |
0.01% |
Reduced
-40 |
-40 |
| 99 |
CMH Wealth Management LLC
0.79% of their portfolio |
PORTSMOUTH, NH |
15,25815.3k
$5.2m |
$5.2m |
0.79% |
Reduced
-106 |
-106 |
| 100 |
REGIONS FINANCIAL CORP
0.03% of their portfolio |
BIRMINGHAM, AL |
15,13715.1k
$5.1m |
$5.1m |
0.03% |
Unchanged |
|