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Name Holding Trade Value Shares
Change
Change in
Stake
CGH
26
Crossmark Global Holdings
Texas
$2.11M -$186K -9,155 -9%
Cerity Partners
27
Cerity Partners
New York
$2.09M +$702K +34,555 +57%
WA
28
Wambolt & Associates
Colorado
$2.08M -$99.5K -4,895 -5%
FTDI
29
First Trust Direct Indexing
Massachusetts
$2.03M -$99.6K -4,900 -5%
Charles Schwab
30
Charles Schwab
California
$2.02M +$438K +21,525 +31%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.01M -$3.15K -155 -0.2%
AssetMark Inc
32
AssetMark Inc
California
$2M +$81.7K +4,020 +5%
NGA
33
Naples Global Advisors
Florida
$1.98M -$17.8K -875 -1%
RWM
34
Ritholtz Wealth Management
New York
$1.85M +$34.4K +1,690 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$1.85M +$893K +43,915 +110%
BCM
36
BTC Capital Management
Iowa
$1.64M +$1.51M +74,380 New
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$1.52M
Goldman Sachs
38
Goldman Sachs
New York
$1.47M -$3.16M -155,585 -70%
ACM
39
Ativo Capital Management
Illinois
$1.32M +$680K +33,445 +126%
Mariner
40
Mariner
Kansas
$1.3M +$405K +19,900 +51%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.19M +$32.6K +1,605 +3%
VA
42
Vident Advisory
Georgia
$1.13M +$178K +8,745 +21%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.04M +$241K +11,860 +34%
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$1.03M +$1.32K +65 +0.1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1.02M -$103K -5,080 -10%
GT
46
Greenleaf Trust
Michigan
$964K
CAM
47
Cresset Asset Management
Illinois
$936K +$208K +10,245 +32%
BCI
48
Brinker Capital Investments
Pennsylvania
$925K -$5.89K -290 -0.7%
OPS
49
Orion Portfolio Solutions
Nebraska
$925K -$5.89K -290 -0.7%
CC
50
Callan Capital
California
$842K +$777K +38,215 New