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Name Holding Trade Value Shares
Change
Change in
Stake
AP
526
Advisor Partners
California
$291K +$51.5K +556 +21%
UR
527
USCA RIA
Texas
$290K -$24.8K -268 -8%
CCP
528
Corient Capital Partners
California
$289K +$56.2K +606 +24%
NERM
529
New England Research & Management
Illinois
$288K +$292K +3,150 New
IAN
530
Integrated Advisors Network
Texas
$287K +$41.3K +445 +17%
VIA
531
Vident Investment Advisory
Georgia
$276K -$2.34M -25,258 -89%
CC
532
Capital Counsel
New York
$274K +$278K +3,000 New
SFFS
533
Stonehage Fleming Financial Services
Jersey
$273K
Brown Advisory
534
Brown Advisory
Maryland
$272K +$4.64K +50 +2%
PWPS
535
Pinnacle Wealth Planning Services
Ohio
$272K +$30.8K +332 +13%
Wealthfront Advisers
536
Wealthfront Advisers
California
$272K +$276K +2,973 New
FLII
537
First Long Island Investors
New York
$266K
YWP
538
YorkBridge Wealth Partners
New York
$265K +$269K +2,898 New
CIM
539
Chiron Investment Management
New York
$261K +$264K +2,850 New
EWM
540
Evermay Wealth Management
Virginia
$260K
CC
541
Courier Capital
New York
$258K +$232K +2,497 New
HC
542
HNP Capital
New York
$258K +$232K +2,497 New
VFM
543
Vivid Financial Management
California
$255K +$258K +2,784 New
CAN
544
Cetera Advisor Networks
California
$252K -$21K -226 -8%
PRC
545
Pearl River Capital
Michigan
$251K +$254K +2,744 New
DWT
546
Dorsey & Whitney Trust
South Dakota
$248K +$251K +2,710 New
CIP
547
Chartwell Investment Partners
Pennsylvania
$247K +$250K +2,701 New
FAAS
548
First Allied Advisory Services
California
$243K +$19.6K +211 +9%
WANY
549
Wealthspire Advisors (New York)
New York
$242K +$245K +2,640 New
GWM
550
Geneos Wealth Management
Colorado
$241K +$171K +1,849 +227%