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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
126
Brown Brothers Harriman & Co
New York
$19K – – –
LNB
127
Ledyard National Bank
$19K – – –
VCM
128
Versant Capital Management
Arizona
$17K – – –
Creative Planning
129
Creative Planning
Kansas
$17K +$2.72K +36 +19%
NSIM
130
North Star Investment Management
Illinois
$16K – – –
WAM
131
Wealthspire Advisors (Maryland)
Maryland
$16K +$6.19K +82 +66%
PA
132
Parallel Advisors
California
$11K -$2.72K -36 -21%
PCM
133
Penserra Capital Management
California
$10K +$9.81K +130 New
IA
134
IFP Advisors
Florida
$9K – – –
PCP
135
Proficio Capital Partners
Massachusetts
$8K -$8.68K -115 -53%
EWM
136
Evercore Wealth Management
New York
$6K – – –
ASN
137
Advisory Services Network
Georgia
$6K +$1.13K +15 +23%
WA
138
Winfield Associates
Ohio
$6K +$5.36K +71 New
CHC
139
City Holding Co
West Virginia
$5K – – –
DSC
140
Duncker Streett & Co
Missouri
$5K – – –
QCG
141
Quadrant Capital Group
Ohio
$4K +$2.94K +39 +279%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$3K – – –
CFD
143
Creative Financial Designs
Indiana
$3K – – –
LWCFA
144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
IUHSA
145
Itau Unibanco Holding S.A.
Brazil
$2K -$2.26K -30 -50%
NFG
146
Next Financial Group
Texas
$2K – – –
QI
147
QS Investors
New York
$1K +$75 +1 +25%
First Trust Advisors
148
First Trust Advisors
Illinois
– -$2.3M -29,280 Closed
LG
149
Leuthold Group
Minnesota
– -$1.77M -22,586 Closed
MF
150
Magnetar Financial
Illinois
– -$834K -10,614 Closed