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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$2.07M -$11.8K -927 -0.6%
KOC
77
Koss-Olinger Consulting
Florida
$2.04M +$23.9K +1,868 +1%
US Bancorp
78
US Bancorp
Minnesota
$2M +$40.9K +3,200 +2%
IA
79
Icon Advisers
Colorado
$1.94M
FTDI
80
First Trust Direct Indexing
Massachusetts
$1.92M -$21.1K -1,648 -1%
TWI
81
Thomas White International
Illinois
$1.91M +$8.11K +635 +0.4%
Creative Planning
82
Creative Planning
Kansas
$1.89M +$401K +31,366 +29%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$1.88M +$274K +21,437 +18%
API
84
Advisor Partners II
California
$1.86M +$244K +19,115 +16%
Capital Research Global Investors
85
Capital Research Global Investors
California
$1.72M +$19.1K +1,497 +1%
Ameriprise
86
Ameriprise
Minnesota
$1.71M +$25.8K +2,017 +2%
HCMT
87
Highland Capital Management (Tennessee)
Tennessee
$1.55M +$10.2K +800 +0.7%
AAM
88
Advisors Asset Management
Colorado
$1.52M +$435K +34,009 +43%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$1.51M -$2.88M -225,288 -67%
First Trust Advisors
90
First Trust Advisors
Illinois
$1.49M -$162K -12,647 -10%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$1.44M +$786K +61,497 +136%
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$1.43M +$8.63K +675 +0.6%
S
93
SignatureFD
Georgia
$1.42M +$62.7K +4,910 +5%
BCI
94
Brinker Capital Investments
Pennsylvania
$1.31M +$116K +9,054 +10%
OPS
95
Orion Portfolio Solutions
Nebraska
$1.31M +$116K +9,054 +10%
HFS
96
Hantz Financial Services
Michigan
$1.31M +$79.2K +6,202 +7%
BSAM
97
Blue Square Asset Management
New York
$1.24M +$177K +13,864 +18%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$1.23M +$50.4K +3,948 +5%
ACM
99
Ativo Capital Management
Illinois
$1.22M +$1.16M +90,506 New
Vanguard Personalized Indexing Management
100
Vanguard Personalized Indexing Management
California
$1.21M +$198K +15,461 +21%