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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$779K +$37.2K +169 +5%
ASN
152
Advisory Services Network
Georgia
$742K +$12.8K +58 +2%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$740K +$99.8K +454 +14%
BWM
154
BCGM Wealth Management
Indiana
$721K +$17.4K +79 +2%
CCA
155
Covey Capital Advisors
Georgia
$698K +$90.8K +413 +14%
X
156
Xponance
Pennsylvania
$638K +$4.62K +21 +0.7%
BTWM
157
Baker Tilly Wealth Management
Wisconsin
$636K -$111K -505 -14%
PI
158
PEAK6 Investments
Illinois
$633K +$534K +2,428 +352%
VanEck Associates
159
VanEck Associates
New York
$628K +$502K +2,285 +283%
AWP
160
Accretive Wealth Partners
New Jersey
$624K +$32.1K +146 +5%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$624K
BFS
162
Bradley Foster & Sargent
Connecticut
$613K
PAMS
163
Pictet Asset Management (Switzerland)
Switzerland
$612K
Cerity Partners
164
Cerity Partners
New York
$611K -$10.1K -46 -2%
V
165
Veritable
Delaware
$609K -$149K -677 -18%
ESCM
166
Echo Street Capital Management
New York
$609K -$83.1K -378 -11%
LA
167
Legacy Advisors
Pennsylvania
$586K +$49.7K +226 +8%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$575K -$6.6K -30 -1%
Public Employees Retirement Association of Colorado
169
Public Employees Retirement Association of Colorado
Colorado
$566K
SQA
170
Simon Quick Advisors
New Jersey
$566K +$321K +1,462 +110%
DA
171
Duality Advisers
Florida
$528K -$543K -2,469 -49%
LPL Financial
172
LPL Financial
California
$528K +$183K +831 +47%
IIM
173
INTECH Investment Management
Florida
$520K -$324K -1,475 -37%
VAS
174
Vestmark Advisory Solutions
Massachusetts
$506K +$55.2K +251 +11%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$505K +$36.3K +165 +7%