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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$806K +$11.4K +796 +2%
TC
152
TownSquare Capital
Utah
$790K +$87K +6,092 +15%
SIA
153
Schechter Investment Advisors
Michigan
$760K -$14.7K -1,032 -2%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$745K -$669K -46,846 -51%
HW
155
Hancock Whitney
Mississippi
$711K -$14.3K -1,000 -2%
NW
156
NewEdge Wealth
Pennsylvania
$708K +$15.7K +1,103 +3%
FFM
157
Forum Financial Management
Illinois
$706K
ZB
158
Zions Bancorporation
Utah
$692K +$20.1K +1,405 +3%
BP
159
Ballentine Partners
Massachusetts
$691K +$20.9K +1,462 +4%
VA
160
Vident Advisory
Georgia
$682K +$58.6K +4,102 +11%
SFA
161
Sequoia Financial Advisors
Ohio
$674K -$456K -31,966 -44%
SPG
162
Strategic Planning Group
Utah
$672K +$73.6K +5,156 +14%
DAS
163
Diversify Advisory Services
Utah
$667K +$579K +40,562 New
PAS
164
Park Avenue Securities
New York
$660K -$768K -53,780 -57%
DWT
165
Dorsey & Whitney Trust
South Dakota
$655K -$3.7K -259 -0.6%
ISB
166
Iowa State Bank
Iowa
$653K -$128K -8,948 -18%
GT
167
Greenleaf Trust
Michigan
$640K +$4.78K +335 +0.9%
BSW
168
Buckingham Strategic Wealth
Missouri
$629K +$628 +44 +0.1%
AI
169
AdvisorShares Investments
Maryland
$617K -$9.47K -663 -2%
KAS
170
Kestra Advisory Services
Texas
$616K +$24.4K +1,711 +5%
MYIA
171
Mount Yale Investment Advisors
Colorado
$593K +$20.8K +1,458 +4%
HNB
172
Huntington National Bank
Ohio
$581K -$2.66K -186 -0.5%
GT
173
Glenmede Trust
Pennsylvania
$581K +$5.51K +386 +1%
ECM
174
Evergreen Capital Management
Washington
$578K +$11.5K +805 +2%
B
175
Bailard
California
$557K +$88.7K +6,214 +23%