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Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wambolt & Associates
Colorado
$2.51M +$128K +5,435 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.4M +$146K +6,230 +6%
PAM
28
Paradigm Asset Management
New York
$2.37M
Cerity Partners
29
Cerity Partners
New York
$2.36M +$765K +32,565 +47%
AssetMark Inc
30
AssetMark Inc
California
$2.18M +$3.88K +165 +0.2%
RWM
31
Ritholtz Wealth Management
New York
$2.11M +$214K +9,090 +11%
NGA
32
Naples Global Advisors
Florida
$2.09M
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$2.05M +$1.71M +72,920 +470%
Mariner
34
Mariner
Kansas
$1.99M +$324K +13,795 +19%
FTDI
35
First Trust Direct Indexing
Massachusetts
$1.88M -$201K -8,545 -10%
VA
36
Vident Advisory
Georgia
$1.76M +$316K +13,450 +22%
BCM
37
BTC Capital Management
Iowa
$1.72M +$92.6K +3,940 +6%
Goldman Sachs
38
Goldman Sachs
New York
$1.64M -$301K -12,820 -15%
CC
39
Callan Capital
California
$1.62M +$529K +22,505 +48%
CAM
40
Cresset Asset Management
Illinois
$1.52M +$247K +10,495 +19%
ACM
41
Ativo Capital Management
Illinois
$1.37M -$7.17K -305 -0.5%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$1.25M -$251K -10,665 -17%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.24M +$29.4K +1,250 +2%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1.18M +$7.87K +335 +0.7%
VF
45
Virtu Financial
New York
$1.1M +$1.11M +47,260 New
WT
46
Whittier Trust
California
$1.06M +$74.4K +3,165 +7%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$1.06M -$18.6K -790 -2%
GT
48
Greenleaf Trust
Michigan
$1.02M
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$998K -$122K -5,185 -11%
BCI
50
Brinker Capital Investments
Pennsylvania
$950K +$15.7K +670 +2%