| 1 |
MORGAN STANLEY
0.06% of their portfolio |
NEW YORK, NY |
4,498,0514.5m
$1.1bn |
$1.1bn |
0.06% |
Added
+274.0k |
+273,995 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC
0.26% of their portfolio |
Berwyn, PA |
4,451,4424.5m
$1.1bn |
$1.1bn |
0.26% |
Added
+206.1k |
+206,096 |
| 3 |
Wealthfront Advisers LLC
1.63% of their portfolio |
Palo Alto, CA |
3,450,3063.5m
$849.5m |
$849.5m |
1.63% |
Added
+132.1k |
+132,131 |
| 4 |
BANK OF AMERICA CORP /DE/
0.04% of their portfolio |
CHARLOTTE, NC |
2,304,2942.3m
$567.3m |
$567.3m |
0.04% |
Added
+49.7k |
+49,665 |
| 5 |
MERCER GLOBAL ADVISORS INC /ADV
0.56% of their portfolio |
DENVER, CO |
1,833,2741.8m
$451.4m |
$451.4m |
0.56% |
Added
+492.4k |
+492,357 |
| 6 |
FIFTH THIRD BANCORP
0.56% of their portfolio |
CINCINNATI, OH |
1,403,1881.4m
$345.5m |
$345.5m |
0.56% |
Reduced
-1.7k |
-1,700 |
| 7 |
VANGUARD ADVISERS INC
1.14% of their portfolio |
Malvern, PA |
1,356,7391.4m
$334.0m |
$334.0m |
1.14% |
Added
+30.4k |
+30,379 |
| 8 |
ASSETMARK, INC
0.56% of their portfolio |
CONCORD, CA |
1,321,3931.3m
$325.3m |
$325.3m |
0.56% |
Added
+38.7k |
+38,749 |
| 9 |
Creative Planning
0.16% of their portfolio |
OVERLAND PARK, KS |
1,102,3411.1m
$271.4m |
$271.4m |
0.16% |
Reduced
-35.2k |
-35,196 |
| 10 |
LPL Financial LLC
0.06% of their portfolio |
FORT MILL, SC |
1,064,9541.1m
$262.2m |
$262.2m |
0.06% |
Added
+50.1k |
+50,127 |
| 11 |
ROYAL BANK OF CANADA
0.04% of their portfolio |
TORONTO, A6 |
1,062,5081.1m
$261.6m |
$261.6m |
0.04% |
Reduced
-11.0k |
-11,013 |
| 12 |
Cerity Partners LLC
0.32% of their portfolio |
NEW YORK, NY |
1,062,3001.1m
$261.5m |
$261.5m |
0.32% |
Added
+114.6k |
+114,608 |
| 13 |
Plante Moran Financial Advisors, LLC
11.49% of their portfolio |
SOUTHFIELD, MI |
1,002,8291.0m
$246.9m |
$246.9m |
11.49% |
Added
+172.1k |
+172,057 |
| 14 |
Focus Partners Wealth
0.23% of their portfolio |
ST LOUIS, MO |
893,051893.1k
$219.9m |
$219.9m |
0.23% |
Reduced
-8.7k |
-8,700 |
| 15 |
Cambridge Investment Research Advisors, Inc.
0.25% of their portfolio |
FAIRFIELD, IA |
889,626889.6k
$219.0m |
$219.0m |
0.25% |
Added
+462.6k |
+462,583 |
| 16 |
Wealthspire Advisors, LLC
1.14% of their portfolio |
NEW YORK, NY |
838,191838.2k
$206.4m |
$206.4m |
1.14% |
Added
+14.6k |
+14,641 |
| 17 |
WELLS FARGO & COMPANY/MN
0.04% of their portfolio |
SAN FRANCISCO, CA |
822,967823.0k
$202.6m |
$202.6m |
0.04% |
Added
+3.1k |
+3,096 |
| 18 |
RAYMOND JAMES FINANCIAL INC
0.05% of their portfolio |
ST. PETERSBURG, FL |
784,166784.2k
$193.1m |
$193.1m |
0.05% |
Added
+36.2k |
+36,212 |
| 19 |
US BANCORP \DE\
0.20% of their portfolio |
MINNEAPOLIS, MN |
742,510742.5k
$182.8m |
$182.8m |
0.20% |
Reduced
-2.8k |
-2,828 |
| 20 |
UBS Group AG
0.03% of their portfolio |
ZURICH, V8 |
669,951670.0k
$164.9m |
$164.9m |
0.03% |
Added
+65.7k |
+65,742 |
| 21 |
JONES FINANCIAL COMPANIES LLLP
0.06% of their portfolio |
DES PERES, MO |
650,983651.0k
$157.4m |
$157.4m |
0.06% |
Reduced
-12.8k |
-12,752 |
| 22 |
Gleason Group, Inc.
13.86% of their portfolio |
PROSPECT, KY |
645,027645.0k
$158.8m |
$158.8m |
13.86% |
Added
+10.8k |
+10,846 |
| 23 |
SageView Advisory Group, LLC
5.15% of their portfolio |
Newport Beach, CA |
638,507638.5k
$157.2m |
$157.2m |
5.15% |
Reduced
-30.5k |
-30,503 |
| 24 |
TD PRIVATE CLIENT WEALTH LLC
2.86% of their portfolio |
NEW YORK, NY |
632,279632.3k
$155.7m |
$155.7m |
2.86% |
Added
+48.9k |
+48,893 |
| 25 |
NEPC LLC
2.78% of their portfolio |
Boston, MA |
605,088605.1k
$149.0m |
$149.0m |
2.78% |
Reduced
-21.4k |
-21,447 |
| 26 |
AMERIPRISE FINANCIAL INC
0.03% of their portfolio |
MINNEAPOLIS, MN |
580,333580.3k
$142.9m |
$142.9m |
0.03% |
Added
+240.2k |
+240,183 |
| 27 |
Kestra Investment Management, LLC
2.63% of their portfolio |
AUSTIN, TX |
550,893550.9k
$135.6m |
$135.6m |
2.63% |
Added
+42.6k |
+42,560 |
| 28 |
DIVERSIFIED TRUST CO
2.03% of their portfolio |
MEMPHIS, TN |
514,903514.9k
$126.8m |
$126.8m |
2.03% |
Added
+8.8k |
+8,825 |
| 29 |
OSAIC HOLDINGS, INC.
0.11% of their portfolio |
SCOTTSDALE, AZ |
386,289386.3k
$95.2m |
$95.2m |
0.11% |
Added
+45.7k |
+45,712 |
| 30 |
Stratos Wealth Partners, LTD.
0.92% of their portfolio |
BEACHWOOD, OH |
371,031371.0k
$91.4m |
$91.4m |
0.92% |
Added
+4.7k |
+4,701 |
| 31 |
ALLIANCEBERNSTEIN L.P.
0.02% of their portfolio |
NASHVILLE, TN |
353,403353.4k
$72.7m |
$72.7m |
0.02% |
Added
+52.6k |
+52,555 |
| 32 |
Van Cleef Asset Management,Inc
8.56% of their portfolio |
BEACHWOOD, OH |
340,880340.9k
$83.9m |
$83.9m |
8.56% |
Reduced
-7.8k |
-7,777 |
| 33 |
CAPTRUST FINANCIAL ADVISORS
0.13% of their portfolio |
RALEIGH, NC |
335,664335.7k
$82.6m |
$82.6m |
0.13% |
Added
+6.0k |
+6,041 |
| 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.04% of their portfolio |
MILWAUKEE, WI |
289,189289.2k
$71.2m |
$71.2m |
0.04% |
Reduced
-22.6k |
-22,563 |
| 35 |
NATIXIS ADVISORS, LLC
0.08% of their portfolio |
Boston, MA |
278,371278.4k
$68.5m |
$68.5m |
0.08% |
Reduced
-104.7k |
-104,724 |
| 36 |
Tenon Financial LLC
21.67% of their portfolio |
METUCHEN, NJ |
273,536273.5k
$67.3m |
$67.3m |
21.67% |
Added
+22.3k |
+22,323 |
| 37 |
CITIGROUP INC
0.03% of their portfolio |
NEW YORK, NY |
263,792263.8k
$64.9m |
$64.9m |
0.03% |
Added
+17.7k |
+17,684 |
| 38 |
CIBC Bancorp USA Inc.
0.08% of their portfolio |
CHICAGO, IL |
261,653261.7k
$63.4m |
$63.4m |
0.08% |
Added
+27.8k |
+27,788 |
| 39 |
BNP PARIBAS FINANCIAL MARKETS
0.03% of their portfolio |
PARIS, I0 |
259,693259.7k
$63.9m |
$63.9m |
0.03% |
Reduced
-1.6k |
-1,645 |
| 40 |
Cetera Investment Advisers
0.06% of their portfolio |
SCHAUMBURG, IL |
250,920250.9k
$61.8m |
$61.8m |
0.06% |
Reduced
-11.1k |
-11,128 |
| 41 |
Rockefeller Capital Management L.P.
0.09% of their portfolio |
NEW YORK, NY |
242,018242.0k
$59.6m |
$59.6m |
0.09% |
Added
+785 |
+785 |
| 42 |
GeoWealth Management, LLC
1.84% of their portfolio |
CHICAGO, IL |
237,457237.5k
$58.5m |
$58.5m |
1.84% |
Added
+11.1k |
+11,075 |
| 43 |
Vanguard National Trust Co
3.06% of their portfolio |
MALVERN, PA |
227,913227.9k
$56.1m |
$56.1m |
3.06% |
Added
+1.2k |
+1,158 |
| 44 |
Mariner, LLC
0.06% of their portfolio |
Overland Park, KS |
222,692222.7k
$54.8m |
$54.8m |
0.06% |
Reduced
-8.2k |
-8,246 |
| 45 |
ACT WEALTH MANAGEMENT, LLC
15.38% of their portfolio |
PLANO, TX |
212,634212.6k
$52.4m |
$52.4m |
15.38% |
Added
+10.0k |
+9,955 |
| 46 |
Blue Trust, Inc.
0.54% of their portfolio |
BRENTWOOD, TN |
210,400210.4k
$51.8m |
$51.8m |
0.54% |
Reduced
-10.0k |
-10,024 |
| 47 |
COMMONWEALTH EQUITY SERVICES, LLC
0.06% of their portfolio |
WALTHAM, MA |
209,626209.6k
$51.6m |
$51.6m |
0.06% |
Reduced
-3.4k |
-3,442 |
| 48 |
James J. Burns & Company, LLC
5.46% of their portfolio |
MELVILLE, NY |
204,797204.8k
$50.4m |
$50.4m |
5.46% |
Added
+241 |
+241 |
| 49 |
Beacon Harbor Wealth Advisors, Inc.
9.14% of their portfolio |
VIRGINIA BEACH, VA |
198,535198.5k
$46.9m |
$46.9m |
9.14% |
Added
+66.8k |
+66,816 |
| 50 |
HCR Wealth Advisors
4.25% of their portfolio |
LOS ANGELES, CA |
192,946192.9k
$47.5m |
$47.5m |
4.25% |
Added
+11.1k |
+11,089 |
| 51 |
MAYPORT, LLC
7.35% of their portfolio |
NEWTON, MA |
192,454192.5k
$47.4m |
$47.4m |
7.35% |
Added
+9.5k |
+9,484 |
| 52 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
191,481191.5k
$47.1m |
$47.1m |
0.00% |
Reduced
-9.9k |
-9,882 |
| 53 |
Thrivent Financial for Lutherans
0.08% of their portfolio |
Minneapolis, MN |
190,267190.3k
$46.8m |
$46.8m |
0.08% |
Reduced
-13.2k |
-13,244 |
| 54 |
COLDSTREAM CAPITAL MANAGEMENT INC
0.55% of their portfolio |
BELLEVUE, WA |
177,002177.0k
$43.6m |
$43.6m |
0.55% |
Reduced
-14.6k |
-14,586 |
| 55 |
LINCOLN NATIONAL CORP
1.08% of their portfolio |
RADNOR, PA |
170,932170.9k
$42.1m |
$42.1m |
1.08% |
Added
+2.1k |
+2,122 |
| 56 |
EP Wealth Advisors, LLC
0.16% of their portfolio |
TORRANCE, CA |
169,504169.5k
$41.7m |
$41.7m |
0.16% |
Added
+1.2k |
+1,197 |
| 57 |
MOODY NATIONAL BANK TRUST DIVISION
3.39% of their portfolio |
GALVESTON, TX |
166,374166.4k
$41.0m |
$41.0m |
3.39% |
Added
+1.4k |
+1,374 |
| 58 |
Legacy Private Trust Co.
2.25% of their portfolio |
NEENAH, WI |
163,353163.4k
$40.2m |
$40.2m |
2.25% |
Reduced
-5.1k |
-5,063 |
| 59 |
Clearstead Advisors, LLC
0.38% of their portfolio |
CLEVELAND, OH |
162,397162.4k
$40.0m |
$40.0m |
0.38% |
Reduced
-39.4k |
-39,434 |
| 60 |
Valmark Advisers, Inc.
0.39% of their portfolio |
AKRON, OH |
148,811148.8k
$36.6m |
$36.6m |
0.39% |
Added
+1.7k |
+1,659 |
| 61 |
Voya Financial Advisors, Inc.
3.13% of their portfolio |
WINDSOR, CT |
145,505145.5k
$35.5m |
$35.5m |
3.13% |
Reduced
-39.8k |
-39,837 |
| 62 |
SlateStone Wealth, LLC
2.68% of their portfolio |
JUPITER, FL |
142,041142.0k
$35.0m |
$35.0m |
2.68% |
Reduced
-3.6k |
-3,565 |
| 63 |
Firestone Capital Management
6.47% of their portfolio |
SOUTH MIAMI, FL |
141,095141.1k
$34.7m |
$34.7m |
6.47% |
Added
+2.5k |
+2,476 |
| 64 |
MATHER GROUP, LLC.
0.30% of their portfolio |
CHICAGO, IL |
140,012140.0k
$34.5m |
$34.5m |
0.30% |
Reduced
-4.0k |
-4,038 |
| 65 |
FC Advisory LLC
8.75% of their portfolio |
WEST CHESTER, PA |
134,242134.2k
$33.1m |
$33.1m |
8.75% |
Reduced
-678 |
-678 |
| 66 |
Investment Planning Advisors, Inc.
7.17% of their portfolio |
CUMMING, GA |
125,832125.8k
$31.0m |
$31.0m |
7.17% |
Added
+6.4k |
+6,361 |
| 67 |
New England Private Wealth Advisors LLC
2.87% of their portfolio |
WELLESLEY, MA |
125,792125.8k
$29.7m |
$29.7m |
2.87% |
Added
+4.7k |
+4,681 |
| 68 |
MML INVESTORS SERVICES, LLC
0.06% of their portfolio |
SPRINGFIELD, MA |
123,918123.9k
$30.5m |
$30.5m |
0.06% |
Added
+15.7k |
+15,674 |
| 69 |
CYPRESS FINANCIAL PLANNING LLC
7.28% of their portfolio |
HADDON HEIGHTS, NJ |
120,709120.7k
$29.7m |
$29.7m |
7.28% |
Added
+3.1k |
+3,073 |
| 70 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
119,173119.2k
$29.3m |
$29.3m |
0.02% |
Added
+2.5k |
+2,529 |
| 71 |
Strategic Investment Advisors / MI
1.76% of their portfolio |
FARMINGTON HILLS, MI |
117,968118.0k
$29.0m |
$29.0m |
1.76% |
Added
+16.3k |
+16,264 |
| 72 |
NewEdge Advisors, LLC
0.09% of their portfolio |
NEW ORLEANS, LA |
117,214117.2k
$28.9m |
$28.9m |
0.09% |
Added
+35.1k |
+35,085 |
| 73 |
BIP Wealth, LLC
0.80% of their portfolio |
ATLANTA, GA |
115,027115.0k
$28.3m |
$28.3m |
0.80% |
Added
+101.2k |
+101,175 |
| 74 |
FIRST HAWAIIAN BANK
3.53% of their portfolio |
HONOLULU, HI |
113,133113.1k
$27.9m |
$27.9m |
3.53% |
Added
+1.3k |
+1,297 |
| 75 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
110,162110.2k
$27.1m |
$27.1m |
0.00% |
Added
+10.7k |
+10,662 |
| 76 |
Continuum Advisory, LLC
2.19% of their portfolio |
EAGLE, ID |
109,789109.8k
$27.0m |
$27.0m |
2.19% |
Added
+1.2k |
+1,190 |
| 77 |
Lido Advisors, LLC
0.10% of their portfolio |
Los Angeles, CA |
108,688108.7k
$26.8m |
$26.8m |
0.10% |
Reduced
-27.1k |
-27,113 |
| 78 |
Winthrop Advisory Group LLC
1.75% of their portfolio |
BOSTON, MA |
105,228105.2k
$25.9m |
$25.9m |
1.75% |
Added
+6.8k |
+6,772 |
| 79 |
TWIN FOCUS CAPITAL PARTNERS, LLC
2.53% of their portfolio |
Boston, MA |
101,011101.0k
$24.9m |
$24.9m |
2.53% |
Added
+80.7k |
+80,700 |
| 80 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
99,17699.2k
$24.4m |
$24.4m |
0.00% |
Added
+9.1k |
+9,111 |
| 81 |
Keel Point, LLC
1.44% of their portfolio |
HUNTSVILLE, AL |
98,87998.9k
$24.3m |
$24.3m |
1.44% |
Added
+14.7k |
+14,738 |
| 82 |
Fairway Wealth LLC
5.33% of their portfolio |
INDEPENDENCE, OH |
94,67594.7k
$23.3m |
$23.3m |
5.33% |
Added
+1.3k |
+1,331 |
| 83 |
Prime Buchholz LLC
8.31% of their portfolio |
PORTSMOUTH, NH |
93,64493.6k
$23.1m |
$23.1m |
8.31% |
Added
+13.5k |
+13,525 |
| 84 |
BROWN ADVISORY INC
0.03% of their portfolio |
BALTIMORE, MD |
88,76788.8k
$21.9m |
$21.9m |
0.03% |
Reduced
-2.1k |
-2,072 |
| 85 |
Private Advisor Group, LLC
0.10% of their portfolio |
MORRISTOWN, NJ |
85,65585.7k
$21.1m |
$21.1m |
0.10% |
Reduced
-6.1k |
-6,070 |
| 86 |
BOSTON FAMILY OFFICE LLC
1.27% of their portfolio |
BOSTON, MA |
84,87384.9k
$20.9m |
$20.9m |
1.27% |
Added
+11.7k |
+11,718 |
| 87 |
Envestnet Portfolio Solutions, Inc.
0.10% of their portfolio |
BERWYN, PA |
84,67084.7k
$20.8m |
$20.8m |
0.10% |
Reduced
-269 |
-269 |
| 88 |
SENTINEL PENSION ADVISORS, LLC
2.64% of their portfolio |
WAKEFIELD, MA |
84,49884.5k
$20.1m |
$20.1m |
2.64% |
Added
+4.5k |
+4,477 |
| 89 |
N.E.W. Advisory Services LLC
1.39% of their portfolio |
DE PERE, WI |
84,16384.2k
$20.7m |
$20.7m |
1.39% |
Reduced
-62 |
-62 |
| 90 |
J.W. COLE ADVISORS, INC.
0.35% of their portfolio |
TAMPA, FL |
82,76582.8k
$20.4m |
$20.4m |
0.35% |
New |
|
| 91 |
HighTower Advisors, LLC
0.02% of their portfolio |
CHICAGO, IL |
81,19681.2k
$20.0m |
$20.0m |
0.02% |
Added
+5.6k |
+5,624 |
| 92 |
Summit Wealth Group, LLC
4.06% of their portfolio |
WHITE RIVER JUNCTION, VT |
80,90280.9k
$19.9m |
$19.9m |
4.06% |
Added
+1.1k |
+1,093 |
| 93 |
Procyon Advisors, LLC
0.82% of their portfolio |
SHELTON, CT |
77,00477.0k
$19.0m |
$19.0m |
0.82% |
Added
+3.6k |
+3,618 |
| 94 |
BESSEMER GROUP INC
0.03% of their portfolio |
WOODBRIDGE, NJ |
76,28976.3k
$18.8m |
$18.8m |
0.03% |
Reduced
-4.9k |
-4,891 |
| 95 |
BLAIR WILLIAM & CO/IL
0.05% of their portfolio |
CHICAGO, IL |
75,77775.8k
$18.7m |
$18.7m |
0.05% |
Reduced
-2.6k |
-2,580 |
| 96 |
PRINCIPAL SECURITIES, INC.
0.22% of their portfolio |
DES MOINES, IA |
75,73075.7k
$18.6m |
$18.6m |
0.22% |
Added
+273 |
+273 |
| 97 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01% of their portfolio |
Toronto, A6 |
75,16275.2k
$18.5m |
$18.5m |
0.01% |
Added
+9.2k |
+9,162 |
| 98 |
Applied Capital LLC
5.90% of their portfolio |
LITTLE ROCK, AR |
74,37074.4k
$18.3m |
$18.3m |
5.90% |
Added
+4.7k |
+4,699 |
| 99 |
Steward Partners Investment Advisory, LLC
0.09% of their portfolio |
STAMFORD, CT |
74,00674.0k
$18.2m |
$18.2m |
0.09% |
Added
+898 |
+898 |
| 100 |
Nuveen, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
73,65473.7k
$18.1m |
$18.1m |
0.00% |
New |
|