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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
526
Capital Asset Advisory Services
Michigan
$292K -$53.5K -577 -16%
CFGS
527
Concourse Financial Group Securities
Alabama
$291K +$37.1K +400 +14%
AP
528
Advisor Partners
California
$291K +$51.5K +556 +21%
UR
529
USCA RIA
Texas
$290K -$24.8K -268 -8%
CCP
530
Corient Capital Partners
California
$289K +$56.2K +606 +24%
NERM
531
New England Research & Management
Illinois
$288K +$292K +3,150 New
IAN
532
Integrated Advisors Network
Texas
$287K +$41.3K +445 +17%
VIA
533
Vident Investment Advisory
Georgia
$276K -$2.34M -25,258 -89%
CC
534
Capital Counsel
New York
$274K +$278K +3,000 New
SFFS
535
Stonehage Fleming Financial Services
Jersey
$273K – – –
Brown Advisory
536
Brown Advisory
Maryland
$272K +$4.64K +50 +2%
PWPS
537
Pinnacle Wealth Planning Services
Ohio
$272K +$30.8K +332 +13%
Wealthfront Advisers
538
Wealthfront Advisers
California
$272K +$276K +2,973 New
FLII
539
First Long Island Investors
New York
$266K – – –
YWP
540
YorkBridge Wealth Partners
New York
$265K +$269K +2,898 New
CIM
541
Chiron Investment Management
New York
$261K +$264K +2,850 New
EWM
542
Evermay Wealth Management
Virginia
$260K – – –
CC
543
Courier Capital
New York
$258K +$232K +2,497 New
HC
544
HNP Capital
New York
$258K +$232K +2,497 New
VFM
545
Vivid Financial Management
California
$255K +$258K +2,784 New
CAN
546
Cetera Advisor Networks
California
$252K -$21K -226 -8%
PRC
547
Pearl River Capital
Michigan
$251K +$254K +2,744 New
DWT
548
Dorsey & Whitney Trust
South Dakota
$248K +$251K +2,710 New
CIP
549
Chartwell Investment Partners
Pennsylvania
$247K +$250K +2,701 New
FAAS
550
First Allied Advisory Services
California
$243K +$19.6K +211 +9%