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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
151
MML Investors Services
Massachusetts
$258K -$24.2K -9,252 -9%
BL
152
Balentine LLC
Georgia
$249K +$84.1K +32,128 +57%
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$241K +$10.4K +3,974 +5%
IMA
154
Investment Management Associates
Colorado
$240K +$11.3K +4,335 +5%
Prudential Financial
155
Prudential Financial
New Jersey
$229K -$52.6K -20,090 -18%
CFO
156
CVA Family Office
Colorado
$226K
ASN
157
Advisory Services Network
Georgia
$216K +$25.2K +9,649 +14%
OWA
158
One Wealth Advisors
California
$213K -$526 -201 -0.3%
Creative Planning
159
Creative Planning
Kansas
$211K +$105K +40,132 +116%
S
160
SimplyRich
California
$211K
CA
161
Commerzbank Aktiengesellschaft
Germany
$209K +$115K +43,961 +147%
RWM
162
Ritholtz Wealth Management
New York
$205K +$153K +58,604 +415%
API
163
Advisor Partners II
California
$202K -$24.5K -9,371 -12%
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
$198K +$140K +53,580 +321%
CCA
165
Checchi Capital Advisers
California
$185K -$17.6K -6,725 -9%
MC
166
Moors & Cabot
Massachusetts
$181K +$9.68K +3,700 +6%
QCG
167
Quadrant Capital Group
Ohio
$177K +$31.4K +11,996 +24%
Vanguard Personalized Indexing Management
168
Vanguard Personalized Indexing Management
California
$162K -$47K -17,954 -24%
HighTower Advisors
169
HighTower Advisors
Illinois
$150K +$12.7K +4,865 +10%
VF
170
Virtu Financial
New York
$138K -$70.8K -27,059 -36%
Ameriprise
171
Ameriprise
Minnesota
$130K -$30K -11,469 -20%
1WM
172
1900 Wealth Management
Texas
$128K
First Trust Advisors
173
First Trust Advisors
Illinois
$122K -$8.54K -3,266 -7%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$113K +$105K +39,968 New
LPL Financial
175
LPL Financial
California
$109K +$2.13K +814 +2%