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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$830K +$78.2K +395 +10%
EGM
152
Engineers Gate Manager
New York
$817K +$554K +2,800 +205%
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$801K +$189K +955 +31%
MCA
154
Martin Capital Advisors
Texas
$800K
LPL Financial
155
LPL Financial
California
$774K +$267K +1,350 +52%
BWM
156
BCGM Wealth Management
Indiana
$767K +$71.1K +359 +10%
JMPWA
157
JP Morgan Private Wealth Advisors
California
$760K -$262K -1,321 -25%
ESCM
158
Echo Street Capital Management
New York
$757K +$171K +863 +29%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$752K +$760K +3,838 New
ASN
160
Advisory Services Network
Georgia
$736K +$20.2K +102 +3%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$722K -$210K -1,062 -22%
Osaic Holdings
162
Osaic Holdings
Arizona
$722K -$68.1K -344 -9%
X
163
Xponance
Pennsylvania
$689K +$74.1K +374 +12%
CCA
164
Covey Capital Advisors
Georgia
$674K
E
165
Ergoteles
New York
$672K +$679K +3,427 New
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$661K +$59.4K +300 +10%
OTL
167
Oak Thistle LLC
New York
$654K +$661K +3,336 New
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$654K +$99.6K +503 +18%
VAS
169
Vestmark Advisory Solutions
Massachusetts
$641K +$154K +776 +31%
AWP
170
Accretive Wealth Partners
New Jersey
$637K +$34.9K +176 +6%
MML Investors Services
171
MML Investors Services
Massachusetts
$622K +$204K +1,028 +48%
LA
172
Legacy Advisors
Pennsylvania
$594K +$28.1K +142 +5%
BFS
173
Bradley Foster & Sargent
Connecticut
$592K
V
174
Veritable
Delaware
$565K -$23K -116 -4%
CCIA
175
Campbell & Co Investment Adviser
Maryland
$550K +$555K +2,805 New