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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
301
Ameritas Investment Partners
Nebraska
$561K +$14.8K +47 +3%
RWM
302
Ritholtz Wealth Management
New York
$531K +$453K +1,442 New
PFPT
303
Pinnacle Financial Partners (Tennessee)
Tennessee
$529K -$56.5K -180 -11%
Charles Schwab
304
Charles Schwab
California
$524K +$447K +1,423 New
SP
305
SWS Partners
Ohio
$523K +$48K +153 +12%
MAM
306
Morse Asset Management
Connecticut
$517K
DCM
307
Dupont Capital Management
Delaware
$513K +$64.7K +206 +17%
RWP
308
RWA Wealth Partners
Massachusetts
$511K +$16K +51 +4%
VFA
309
Voya Financial Advisors
Connecticut
$496K -$26.7K -85 -6%
FAAS
310
First Allied Advisory Services
California
$495K -$182K -580 -30%
GAG
311
GM Advisory Group
New York
$495K +$422K +1,346 New
BP
312
Ballentine Partners
Massachusetts
$492K +$36.7K +117 +10%
UR
313
USCA RIA
Texas
$486K +$1.57K +5 +0.4%
Bank of Nova Scotia
314
Bank of Nova Scotia
Ontario, Canada
$468K -$164K -524 -29%
VFA
315
Values First Advisors
Tennessee
$464K -$43K -137 -10%
CAN
316
Claraphi Advisory Network
United States
$462K +$13.8K +44 +4%
ASN
317
Advisory Services Network
Georgia
$461K +$256K +814 +186%
IIC
318
Integrated Investment Consultants
Michigan
$457K -$76.9K -245 -16%
1WA
319
180 Wealth Advisors
Washington
$456K -$9.73K -31 -3%
ACM
320
Allred Capital Management
Texas
$450K
Millennium Management
321
Millennium Management
New York
$438K -$11.8M -37,518 -97%
OIA
322
OneDigital Investment Advisors
Kansas
$432K
Twin Tree Management
323
Twin Tree Management
Texas
$432K +$368K +1,173 New
WI
324
WrapManager Inc
California
$426K -$144K -459 -28%
HSA
325
HBK Sorce Advisory
Pennsylvania
$420K -$60.6K -193 -14%