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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$791K +$5.4K +20 +0.8%
QCG
227
Quadrant Capital Group
Ohio
$776K +$87K +322 +14%
SC
228
Scotia Capital
Ontario, Canada
$769K +$133K +491 +23%
ACI
229
AMP Capital Investors
Australia
$768K +$703K +2,603 New
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$736K -$136K -504 -17%
IWC
231
Integrated Wealth Concepts
Massachusetts
$735K +$270K +1,000 +67%
WAM
232
Weatherly Asset Management
California
$714K +$31.1K +115 +5%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$692K +$618K +2,286 New
SWM
234
Segment Wealth Management
Texas
$687K +$164K +607 +35%
TFA
235
Toth Financial Advisory
Virginia
$681K
TC
236
TownSquare Capital
Utah
$651K +$4.05K +15 +0.7%
PCG
237
Private Capital Group
Connecticut
$650K +$11.3K +42 +2%
CCA
238
Checchi Capital Advisers
California
$642K -$140K -520 -19%
CCM
239
Coldstream Capital Management
Washington
$642K -$2.7K -10 -0.5%
GT
240
Greenleaf Trust
Michigan
$630K +$18.6K +69 +3%
SCA
241
Snowden Capital Advisors
New York
$628K +$207K +766 +56%
MOS
242
MGO One Seven
Ohio
$606K +$317K +1,172 +134%
SW
243
SkyOak Wealth
Michigan
$602K +$549K +2,033 New
WCA
244
Westover Capital Advisors
Delaware
$598K +$84.6K +313 +18%
QI
245
Qtron Investments
Massachusetts
$597K +$545K +2,017 New
MIG
246
McGuire Investment Group
Rhode Island
$596K +$154K +570 +39%
OFS
247
OneAscent Financial Services
Alabama
$593K +$541K +2,004 New
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$592K +$216K +800 +67%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$591K
FAAS
250
First Allied Advisory Services
California
$586K -$4.32K -16 -0.8%