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Forrester Research

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$2.46K +$1.26K +193 +193%
US Bancorp
77
US Bancorp
Minnesota
$2.31K – – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2K -$242 -37 -13%
JP Morgan Chase
79
JP Morgan Chase
New York
$1.83K -$30.4K -4,662 -96%
PWA
80
Physician Wealth Advisors
Utah
$1.49K – – –
IFP Advisors
81
IFP Advisors
Florida
$1.35K +$294 +45 +39%
Farther Finance Advisors
82
Farther Finance Advisors
California
$1.28K +$607 +93 +158%
TWD
83
True Wealth Design
Ohio
$1.18K +$686 +105 +300%
RIL
84
Rothschild Investment LLC
Illinois
$1.08K +$679 +104 +433%
FFO
85
Fortitude Family Office
Arizona
$1.03K +$803 +123 New
RWM
86
Rialto Wealth Management
New York
$665 +$516 +79 New
TFA
87
Transamerica Financial Advisors
Florida
$311 +$183 +28 +311%
Wells Fargo
88
Wells Fargo
California
$168 -$28.3K -4,328 -100%
BWA
89
Basecamp Wealth Advisors
Washington
$168 +$26 +4 +25%
SIC
90
SJS Investment Consulting
Ohio
$135 +$59 +9 +129%
CIAM
91
Caitong International Asset Management
Hong Kong
$93 +$46 +7 +175%
WETS
92
Wealth Enhancement Trust Services
South Dakota
$93 +$72 +11 New
Optiver Holding
93
Optiver Holding
Netherlands
$50 -$731 -112 -95%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$50 +$39 +6 New
Clearstead Advisors
95
Clearstead Advisors
Ohio
$17 +$13 +2 New
JWM
96
JPL Wealth Management
Colorado
$9 +$7 +1 New
Huntington National Bank
97
Huntington National Bank
Ohio
$8 – – –
KPF
98
K2 Principal Fund
Ontario, Canada
– -$284K -50,178 Closed
Nuveen
99
Nuveen
North Carolina
– -$106K -18,647 Closed
AllianceBernstein
100
AllianceBernstein
Tennessee
– -$143K -17,620 Closed