| 1 |
MORGAN STANLEY
0.05% of their portfolio |
NEW YORK, NY |
3,655,4103.7m
$704.4m |
$704.4m |
0.05% |
Added
+42.9k |
+42,922 |
| 2 |
Wealthfront Advisers LLC
1.63% of their portfolio |
Palo Alto, CA |
3,283,6043.3m
$632.8m |
$632.8m |
1.63% |
Added
+139.7k |
+139,716 |
| 3 |
ENVESTNET ASSET MANAGEMENT INC
0.16% of their portfolio |
Berwyn, PA |
2,933,4982.9m
$565.3m |
$565.3m |
0.16% |
Added
+197.7k |
+197,672 |
| 4 |
ROYAL BANK OF CANADA
0.03% of their portfolio |
TORONTO, A6 |
1,799,1441.8m
$346.7m |
$346.7m |
0.03% |
Reduced
-282.0k |
-281,960 |
| 5 |
BANK OF AMERICA CORP /DE/
0.03% of their portfolio |
CHARLOTTE, NC |
1,706,0401.7m
$328.8m |
$328.8m |
0.03% |
Added
+30.4k |
+30,352 |
| 6 |
Wealthspire Advisors, LLC
1.76% of their portfolio |
NEW YORK, NY |
1,628,8601.6m
$313.9m |
$313.9m |
1.76% |
Added
+45.8k |
+45,828 |
| 7 |
VANGUARD GROUP INC
0.00% of their portfolio |
Valley Forge, PA |
1,273,3421.3m
$245.4m |
$245.4m |
0.00% |
Added
+190.2k |
+190,236 |
| 8 |
FIFTH THIRD BANCORP
0.83% of their portfolio |
CINCINNATI, OH |
1,243,9041.2m
$239.7m |
$239.7m |
0.83% |
Added
+43.6k |
+43,579 |
| 9 |
ASSETMARK, INC
0.56% of their portfolio |
CONCORD, CA |
1,233,0811.2m
$237.6m |
$237.6m |
0.56% |
Added
+50.7k |
+50,651 |
| 10 |
US BANCORP \DE\
0.24% of their portfolio |
MINNEAPOLIS, MN |
997,673997.7k
$192.3m |
$192.3m |
0.24% |
Reduced
-139.0k |
-139,009 |
| 11 |
LPL Financial LLC
0.06% of their portfolio |
FORT MILL, SC |
988,209988.2k
$190.4m |
$190.4m |
0.06% |
Added
+39.1k |
+39,051 |
| 12 |
Focus Partners Wealth
0.37% of their portfolio |
ST LOUIS, MO |
881,813881.8k
$169.9m |
$169.9m |
0.37% |
Added
+19.3k |
+19,287 |
| 13 |
Cerity Partners LLC
0.26% of their portfolio |
NEW YORK, NY |
748,054748.1k
$144.2m |
$144.2m |
0.26% |
Reduced
-110.5k |
-110,497 |
| 14 |
RAYMOND JAMES FINANCIAL INC
0.05% of their portfolio |
ST. PETERSBURG, FL |
715,964716.0k
$138.0m |
$138.0m |
0.05% |
Reduced
-18.2k |
-18,237 |
| 15 |
Envestnet Portfolio Solutions, Inc.
0.51% of their portfolio |
BERWYN, PA |
714,574714.6k
$137.7m |
$137.7m |
0.51% |
Reduced
-2.2k |
-2,228 |
| 16 |
Plante Moran Financial Advisors, LLC
9.58% of their portfolio |
SOUTHFIELD, MI |
707,882707.9k
$136.4m |
$136.4m |
9.58% |
Added
+36.9k |
+36,872 |
| 17 |
UBS Group AG
0.03% of their portfolio |
ZURICH, V8 |
702,490702.5k
$135.4m |
$135.4m |
0.03% |
Reduced
-53.5k |
-53,476 |
| 18 |
GOLDMAN SACHS GROUP INC
0.02% of their portfolio |
NEW YORK, NY |
686,998687.0k
$132.4m |
$132.4m |
0.02% |
Reduced
-68.4k |
-68,424 |
| 19 |
SageView Advisory Group, LLC
4.75% of their portfolio |
Newport Beach, CA |
626,749626.7k
$125.5m |
$125.5m |
4.75% |
Added
+53.9k |
+53,904 |
| 20 |
Gleason Group, Inc.
12.34% of their portfolio |
PROSPECT, KY |
591,032591.0k
$113.9m |
$113.9m |
12.34% |
Added
+180.0k |
+180,028 |
| 21 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
577,387577.4k
$111.3m |
$111.3m |
0.02% |
Added
+6.3k |
+6,301 |
| 22 |
SigFig Wealth Management, LLC
3.53% of their portfolio |
SAN FRANCISCO, CA |
556,928556.9k
$106.8m |
$106.8m |
3.53% |
Reduced
-29.5k |
-29,548 |
| 23 |
OSAIC HOLDINGS, INC.
0.16% of their portfolio |
SCOTTSDALE, AZ |
483,328483.3k
$91.6m |
$91.6m |
0.16% |
Added
+49.8k |
+49,770 |
| 24 |
MERCER GLOBAL ADVISORS INC /ADV
0.21% of their portfolio |
DENVER, CO |
482,588482.6k
$93.0m |
$93.0m |
0.21% |
Added
+283.7k |
+283,686 |
| 25 |
Creative Planning
0.08% of their portfolio |
OVERLAND PARK, KS |
481,857481.9k
$92.9m |
$92.9m |
0.08% |
Added
+2.6k |
+2,560 |
| 26 |
Stratos Wealth Partners, LTD.
1.23% of their portfolio |
BEACHWOOD, OH |
472,941472.9k
$91.1m |
$91.1m |
1.23% |
Reduced
-40.2k |
-40,157 |
| 27 |
DIVERSIFIED TRUST CO
1.99% of their portfolio |
MEMPHIS, TN |
466,235466.2k
$89.8m |
$89.8m |
1.99% |
Added
+33.0k |
+32,972 |
| 28 |
NEPC LLC
2.23% of their portfolio |
Boston, MA |
456,356456.4k
$87.9m |
$87.9m |
2.23% |
Added
+15.2k |
+15,150 |
| 29 |
Cambridge Investment Research Advisors, Inc.
0.25% of their portfolio |
FAIRFIELD, IA |
424,893424.9k
$81.9m |
$81.9m |
0.25% |
Added
+702 |
+702 |
| 30 |
TD PRIVATE CLIENT WEALTH LLC
1.99% of their portfolio |
NEW YORK, NY |
420,323420.3k
$81.0m |
$81.0m |
1.99% |
Added
+23.0k |
+22,985 |
| 31 |
CITIGROUP INC
0.05% of their portfolio |
NEW YORK, NY |
394,037394.0k
$75.9m |
$75.9m |
0.05% |
Reduced
-920.5k |
-920,505 |
| 32 |
Charter Oak Capital Management, LLC
6.10% of their portfolio |
PORTSMOUTH, NH |
374,574374.6k
$72.2m |
$72.2m |
6.10% |
Added
+5.8k |
+5,768 |
| 33 |
Van Cleef Asset Management,Inc
7.30% of their portfolio |
BEACHWOOD, OH |
351,702351.7k
$67.8m |
$67.8m |
7.30% |
Reduced
-332 |
-332 |
| 34 |
Tenon Financial LLC
27.00% of their portfolio |
METUCHEN, NJ |
334,522334.5k
$61.1m |
$61.1m |
27.00% |
Added
+171.6k |
+171,550 |
| 35 |
AMERIPRISE FINANCIAL INC
0.02% of their portfolio |
MINNEAPOLIS, MN |
327,878327.9k
$63.2m |
$63.2m |
0.02% |
Reduced
-13.1k |
-13,130 |
| 36 |
Blue Trust, Inc.
0.72% of their portfolio |
BRENTWOOD, TN |
317,263317.3k
$61.1m |
$61.1m |
0.72% |
Reduced
-174.4k |
-174,449 |
| 37 |
NATIXIS ADVISORS, LLC
0.09% of their portfolio |
Boston, MA |
310,490310.5k
$59.8m |
$59.8m |
0.09% |
Reduced
-169.7k |
-169,664 |
| 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.04% of their portfolio |
MILWAUKEE, WI |
299,684299.7k
$57.8m |
$57.8m |
0.04% |
Reduced
-114.7k |
-114,743 |
| 39 |
Rockefeller Capital Management L.P.
0.07% of their portfolio |
NEW YORK, NY |
299,422299.4k
$57.7m |
$57.7m |
0.07% |
Added
+151.3k |
+151,252 |
| 40 |
BNP PARIBAS FINANCIAL MARKETS
0.04% of their portfolio |
PARIS, I0 |
285,661285.7k
$55.0m |
$55.0m |
0.04% |
Reduced
-4.1k |
-4,131 |
| 41 |
Cetera Investment Advisers
0.09% of their portfolio |
SCHAUMBURG, IL |
270,715270.7k
$52.2m |
$52.2m |
0.09% |
Added
+5.0k |
+5,015 |
| 42 |
ALLIANCEBERNSTEIN L.P.
0.02% of their portfolio |
NASHVILLE, TN |
265,596265.6k
$51.2m |
$51.2m |
0.02% |
Added
+10.0k |
+9,999 |
| 43 |
COLDSTREAM CAPITAL MANAGEMENT INC
0.78% of their portfolio |
BELLEVUE, WA |
248,278248.3k
$47.8m |
$47.8m |
0.78% |
Reduced
-17.4k |
-17,420 |
| 44 |
COMMONWEALTH EQUITY SERVICES, LLC
0.06% of their portfolio |
WALTHAM, MA |
244,328244.3k
$47.1m |
$47.1m |
0.06% |
Reduced
-25.2k |
-25,219 |
| 45 |
GeoWealth Management, LLC
1.81% of their portfolio |
CHICAGO, IL |
240,790240.8k
$46.4m |
$46.4m |
1.81% |
Added
+43.6k |
+43,618 |
| 46 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/
2.29% of their portfolio |
ROCHESTER, NY |
231,954232.0k
$44.7m |
$44.7m |
2.29% |
Added
+247 |
+247 |
| 47 |
Mariner, LLC
0.06% of their portfolio |
Overland Park, KS |
226,145226.1k
$43.6m |
$43.6m |
0.06% |
Reduced
-20.0k |
-19,974 |
| 48 |
Thrivent Financial for Lutherans
0.09% of their portfolio |
Minneapolis, MN |
224,716224.7k
$43.3m |
$43.3m |
0.09% |
Added
+127.5k |
+127,474 |
| 49 |
Voya Financial Advisors, Inc.
4.20% of their portfolio |
WINDSOR, CT |
217,269217.3k
$41.7m |
$41.7m |
4.20% |
Reduced
-5.0k |
-5,003 |
| 50 |
ACT WEALTH MANAGEMENT, LLC
16.29% of their portfolio |
PLANO, TX |
200,037200.0k
$38.5m |
$38.5m |
16.29% |
Added
+13.8k |
+13,798 |
| 51 |
James J. Burns & Company, LLC
6.16% of their portfolio |
MELVILLE, NY |
195,831195.8k
$37.7m |
$37.7m |
6.16% |
Added
+279 |
+279 |
| 52 |
MML INVESTORS SERVICES, LLC
0.11% of their portfolio |
SPRINGFIELD, MA |
190,872190.9k
$36.8m |
$36.8m |
0.11% |
Reduced
-4.4k |
-4,405 |
| 53 |
JONES FINANCIAL COMPANIES LLLP
0.03% of their portfolio |
DES PERES, MO |
189,794189.8k
$36.4m |
$36.4m |
0.03% |
Added
+45.8k |
+45,769 |
| 54 |
Legacy Private Trust Co.
2.25% of their portfolio |
NEENAH, WI |
180,443180.4k
$34.8m |
$34.8m |
2.25% |
Reduced
-59.1k |
-59,091 |
| 55 |
LINCOLN NATIONAL CORP
0.99% of their portfolio |
RADNOR, PA |
169,960170.0k
$32.8m |
$32.8m |
0.99% |
Added
+7.3k |
+7,323 |
| 56 |
MAYPORT, LLC
7.68% of their portfolio |
NEWTON, MA |
166,130166.1k
$32.0m |
$32.0m |
7.68% |
Added
+12.1k |
+12,111 |
| 57 |
Investment Planning Advisors, Inc.
10.39% of their portfolio |
CUMMING, GA |
152,545152.5k
$29.4m |
$29.4m |
10.39% |
Added
+25.2k |
+25,154 |
| 58 |
Lido Advisors, LLC
0.15% of their portfolio |
Los Angeles, CA |
151,694151.7k
$29.2m |
$29.2m |
0.15% |
Reduced
-6.6k |
-6,603 |
| 59 |
MATHER GROUP, LLC.
0.31% of their portfolio |
CHICAGO, IL |
149,460149.5k
$28.8m |
$28.8m |
0.31% |
Added
+2.7k |
+2,706 |
| 60 |
UNITED SERVICES AUTOMOBILE ASSOCIATION
2.99% of their portfolio |
SAN ANTONIO, TX |
149,179149.2k
$28.7m |
$28.7m |
2.99% |
Reduced
-46.8k |
-46,757 |
| 61 |
MOODY NATIONAL BANK TRUST DIVISION
2.58% of their portfolio |
GALVESTON, TX |
146,474146.5k
$28.2m |
$28.2m |
2.58% |
Added
+14.6k |
+14,605 |
| 62 |
Firestone Capital Management
6.03% of their portfolio |
SOUTH MIAMI, FL |
132,821132.8k
$25.6m |
$25.6m |
6.03% |
Reduced
-2.3k |
-2,260 |
| 63 |
Valmark Advisers, Inc.
0.35% of their portfolio |
AKRON, OH |
131,389131.4k
$25.3m |
$25.3m |
0.35% |
Added
+4.3k |
+4,264 |
| 64 |
FC Advisory LLC
7.79% of their portfolio |
WEST CHESTER, PA |
130,937130.9k
$25.2m |
$25.2m |
7.79% |
Reduced
-614 |
-614 |
| 65 |
Beacon Harbor Wealth Advisors, Inc.
6.05% of their portfolio |
VIRGINIA BEACH, VA |
125,860125.9k
$24.3m |
$24.3m |
6.05% |
Reduced
-10.3k |
-10,317 |
| 66 |
New England Private Wealth Advisors LLC
3.46% of their portfolio |
WELLESLEY, MA |
119,012119.0k
$23.7m |
$23.7m |
3.46% |
Added
+1.7k |
+1,743 |
| 67 |
CYPRESS FINANCIAL PLANNING LLC
7.19% of their portfolio |
HADDON HEIGHTS, NJ |
113,577113.6k
$21.9m |
$21.9m |
7.19% |
Added
+7.9k |
+7,915 |
| 68 |
SlateStone Wealth, LLC
1.91% of their portfolio |
JUPITER, FL |
106,254106.3k
$20.5m |
$20.5m |
1.91% |
Added
+10.8k |
+10,813 |
| 69 |
Capitolis Liquid Global Markets LLC
0.15% of their portfolio |
NEW YORK, NY |
106,100106.1k
$20.4m |
$20.4m |
0.15% |
New |
|
| 70 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
105,741105.7k
$20.4m |
$20.4m |
0.02% |
Added
+1.3k |
+1,339 |
| 71 |
Private Advisor Group, LLC
0.11% of their portfolio |
MORRISTOWN, NJ |
105,271105.3k
$20.3m |
$20.3m |
0.11% |
Reduced
-2.0k |
-2,024 |
| 72 |
BIP Alliance, LLC
7.62% of their portfolio |
ATLANTA, GA |
103,018103.0k
$19.9m |
$19.9m |
7.62% |
Added
+12.3k |
+12,264 |
| 73 |
Continuum Advisory, LLC
2.35% of their portfolio |
EAGLE, ID |
101,232101.2k
$19.5m |
$19.5m |
2.35% |
Added
+4.6k |
+4,572 |
| 74 |
TORONTO DOMINION BANK
0.04% of their portfolio |
TORONTO, ONTARIO, A6 |
100,000100.0k
$19.3m |
$19.3m |
0.04% |
New |
|
| 75 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.02% of their portfolio |
Toronto, A6 |
96,49596.5k
$18.6m |
$18.6m |
0.02% |
Added
+1.7k |
+1,748 |
| 76 |
HARBOUR INVESTMENTS, INC.
0.47% of their portfolio |
MADISON, WI |
95,44195.4k
$18.4m |
$18.4m |
0.47% |
Added
+30.3k |
+30,321 |
| 77 |
CAPTRUST FINANCIAL ADVISORS
0.04% of their portfolio |
RALEIGH, NC |
94,35194.4k
$18.2m |
$18.2m |
0.04% |
Reduced
-5.2k |
-5,237 |
| 78 |
FIRST HAWAIIAN BANK
2.40% of their portfolio |
HONOLULU, HI |
91,60391.6k
$17.7m |
$17.7m |
2.40% |
Added
+2.2k |
+2,227 |
| 79 |
SOL Capital Management CO
1.61% of their portfolio |
ROCKVILLE, MD |
85,92985.9k
$16.6m |
$16.6m |
1.61% |
Added
+11.2k |
+11,151 |
| 80 |
CIBC Private Wealth Group LLC
0.03% of their portfolio |
ATLANTA, GA |
85,49885.5k
$16.5m |
$16.5m |
0.03% |
Added
+5.3k |
+5,283 |
| 81 |
Fairway Wealth LLC
5.22% of their portfolio |
INDEPENDENCE, OH |
84,70984.7k
$16.3m |
$16.3m |
5.22% |
Reduced
-2.0k |
-1,965 |
| 82 |
BROWN ADVISORY INC
0.02% of their portfolio |
BALTIMORE, MD |
83,03983.0k
$16.0m |
$16.0m |
0.02% |
Added
+19.5k |
+19,454 |
| 83 |
Strategic Investment Advisors / MI
1.55% of their portfolio |
FARMINGTON HILLS, MI |
82,33182.3k
$15.9m |
$15.9m |
1.55% |
Added
+12.3k |
+12,299 |
| 84 |
BESSEMER GROUP INC
0.02% of their portfolio |
WOODBRIDGE, NJ |
77,85677.9k
$15.0m |
$15.0m |
0.02% |
Added
+7.1k |
+7,148 |
| 85 |
Summit Wealth Group, LLC
3.84% of their portfolio |
WHITE RIVER JUNCTION, VT |
77,66077.7k
$15.0m |
$15.0m |
3.84% |
Added
+8.8k |
+8,830 |
| 86 |
J.W. COLE ADVISORS, INC.
0.32% of their portfolio |
TAMPA, FL |
77,45777.5k
$14.9m |
$14.9m |
0.32% |
Added
+1.9k |
+1,868 |
| 87 |
Affiance Financial, LLC
3.03% of their portfolio |
ST. LOUIS PARK, MN |
77,41577.4k
$14.9m |
$14.9m |
3.03% |
Added
+7.4k |
+7,382 |
| 88 |
NewEdge Advisors, LLC
0.08% of their portfolio |
NEW ORLEANS, LA |
77,09977.1k
$14.9m |
$14.9m |
0.08% |
Reduced
-5.2k |
-5,177 |
| 89 |
Beacon Pointe Advisors, LLC
0.15% of their portfolio |
NEWPORT BEACH, CA |
76,20076.2k
$14.7m |
$14.7m |
0.15% |
Reduced
-3.0k |
-2,990 |
| 90 |
Segment Wealth Management, LLC
0.91% of their portfolio |
HOUSTON, TX |
74,68374.7k
$14.4m |
$14.4m |
0.91% |
Reduced
-488 |
-488 |
| 91 |
Winthrop Advisory Group LLC
1.38% of their portfolio |
BOSTON, MA |
74,09474.1k
$14.3m |
$14.3m |
1.38% |
Added
+5.9k |
+5,946 |
| 92 |
Keel Point, LLC
0.94% of their portfolio |
HUNTSVILLE, AL |
73,71973.7k
$14.2m |
$14.2m |
0.94% |
Reduced
-302 |
-302 |
| 93 |
D.A. DAVIDSON & CO.
0.10% of their portfolio |
GREAT FALLS, MT |
73,68173.7k
$14.2m |
$14.2m |
0.10% |
Reduced
-1.8k |
-1,779 |
| 94 |
BLAIR WILLIAM & CO/IL
0.04% of their portfolio |
CHICAGO, IL |
72,53572.5k
$14.0m |
$14.0m |
0.04% |
Added
+327 |
+327 |
| 95 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
72,51472.5k
$14.0m |
$14.0m |
0.00% |
Reduced
-762 |
-762 |
| 96 |
N.E.W. Advisory Services LLC
1.35% of their portfolio |
DE PERE, WI |
72,43972.4k
$14.0m |
$14.0m |
1.35% |
Reduced
-12.3k |
-12,289 |
| 97 |
BRIGHTON SECURITIES CORP.
7.48% of their portfolio |
ROCHESTER, NY |
70,99971.0k
$13.7m |
$13.7m |
7.48% |
Reduced
-18.9k |
-18,879 |
| 98 |
Columbia River Financial Group, LLC
9.00% of their portfolio |
VANCOUVER, WA |
70,47770.5k
$13.9m |
$13.9m |
9.00% |
Added
+7.9k |
+7,931 |
| 99 |
PRINCIPAL SECURITIES, INC.
0.25% of their portfolio |
DES MOINES, IA |
70,13770.1k
$13.5m |
$13.5m |
0.25% |
Reduced
-622 |
-622 |
| 100 |
Aurdan Capital Management, LLC
4.59% of their portfolio |
Wayne, PA |
69,87069.9k
$13.5m |
$13.5m |
4.59% |
Added
+4.6k |
+4,607 |