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Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$335K +$81K +26,487 +40%
SW
52
SVB Wealth
Massachusetts
$329K +$145K +47,345 +110%
Citadel Advisors
53
Citadel Advisors
Florida
$329K +$276K +90,321 New
HCMT
54
Highland Capital Management (Tennessee)
Tennessee
$315K +$4.31K +1,409 +2%
AWM
55
Accel Wealth Management
Iowa
$287K +$241K +78,667 New
RWM
56
Ritholtz Wealth Management
New York
$284K +$58.4K +19,089 +33%
SFS
57
Sowell Financial Services
Arkansas
$276K +$231K +75,663 New
AP
58
Advisor Partners
California
$274K +$16.4K +5,352 +8%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$271K +$8.43K +2,756 +4%
Creative Planning
60
Creative Planning
Kansas
$268K +$24.2K +7,925 +12%
TNA
61
True North Advisors
Texas
$247K
Citigroup
62
Citigroup
New York
$242K +$10.7K +3,497 +6%
Franklin Resources
63
Franklin Resources
California
$239K -$6.15K -2,010 -3%
IFWM
64
Institute for Wealth Management
Colorado
$237K -$26K -8,497 -12%
Vanguard Personalized Indexing Management
65
Vanguard Personalized Indexing Management
California
$232K +$4.62K +1,512 +2%
HighTower Advisors
66
HighTower Advisors
Illinois
$231K +$111K +36,141 +130%
CSS
67
Cubist Systematic Strategies
Connecticut
$229K +$192K +62,858 New
BDF
68
Balasa Dinverno & Foltz
$226K +$73K +23,885 +63%
W
69
WealthStone
Ohio
$220K +$532 +174 +0.3%
VF
70
Virtu Financial
New York
$212K +$177K +58,042 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$202K -$22.8K -7,468 -12%
Deutsche Bank
72
Deutsche Bank
Germany
$193K +$30.2K +9,865 +23%
First Trust Advisors
73
First Trust Advisors
Illinois
$190K +$160K +52,248 New
CBB
74
Citizens Business Bank
California
$170K
GW
75
GW & Wade
Massachusetts
$164K