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Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
126
Arrowstreet Capital
Massachusetts
$563K +$587K +40,410 New
AssetMark Inc
127
AssetMark Inc
California
$557K +$407 +28 +0.1%
ASN
128
Advisory Services Network
Georgia
$556K +$580K +39,920 New
MIAN
129
Mariner Independent Advisor Network
Kansas
$555K +$18.8K +1,297 +3%
UCFA
130
United Capital Financial Advisors
Texas
$538K +$47.1K +3,241 +9%
PFO
131
Pathstone Family Office
New Jersey
$537K -$30.5K -2,099 -5%
Squarepoint
132
Squarepoint
New York
$536K +$559K +38,500 New
Vanguard Personalized Indexing Management
133
Vanguard Personalized Indexing Management
California
$534K +$110K +7,586 +25%
EVM
134
Eaton Vance Management
Massachusetts
$531K -$139K -9,552 -20%
BSW
135
Buckingham Strategic Wealth
Missouri
$522K -$20.2K -1,391 -4%
ACA
136
Atlas Capital Advisors
Wyoming
$474K -$69.4K -4,777 -12%
BP
137
Ballentine Partners
Massachusetts
$470K
FTDI
138
First Trust Direct Indexing
Massachusetts
$464K -$187K -12,875 -28%
EARNEST Partners
139
EARNEST Partners
Georgia
$456K
FA
140
FDx Advisors
Illinois
$449K +$8.47K +583 +2%
EI
141
Ellevest Inc
New York
$446K +$80.8K +5,561 +21%
WT
142
Whittier Trust
California
$440K +$60.9K +4,191 +15%
HC
143
Henshaw Capital
Massachusetts
$437K
MYIA
144
Mount Yale Investment Advisors
Colorado
$427K +$29.2K +2,010 +7%
FFM
145
Forum Financial Management
Illinois
$416K +$434K +29,885 New
KeyBank National Association
146
KeyBank National Association
Ohio
$411K +$8.67K +597 +2%
QCG
147
Quadrant Capital Group
Ohio
$408K +$15.5K +1,068 +4%
CLOS
148
Compagnie Lombard Odier SCmA
Switzerland
$406K
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$402K +$419K +28,863 +60,131%
MML Investors Services
150
MML Investors Services
Massachusetts
$400K -$29.6K -2,037 -7%