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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$192K +$51K +8,595 +44%
SFA
102
Sequoia Financial Advisors
Ohio
$191K -$545K -91,905 -77%
UCFA
103
United Capital Financial Advisors
Texas
$190K +$6.08K +1,024 +4%
GWMR
104
GC Wealth Management RIA
Massachusetts
$184K +$41.3K +6,969 +35%
GM
105
GeoWealth Management
Illinois
$184K +$41.3K +6,969 +35%
EI
106
Ellevest Inc
New York
$172K +$70.2K +11,826 +88%
DC
107
Davenport & Co
Virginia
$167K +$2.44K +411 +2%
MCM
108
MAI Capital Management
Ohio
$161K +$41.1K +6,924 +41%
Franklin Resources
109
Franklin Resources
California
$155K +$12.8K +2,161 +10%
M&T Bank
110
M&T Bank
New York
$151K +$7.83K +1,319 +6%
ONB
111
Old National Bancorp
Indiana
$150K -$5.6K -944 -4%
FFM
112
Forum Financial Management
Illinois
$142K
GLA
113
Great Lakes Advisors
Illinois
$142K -$5.15K -868 -4%
GT
114
Glenmede Trust
Pennsylvania
$136K -$3.12K -526 -3%
CGL
115
Clarius Group LLC
Washington
$134K +$605 +102 +0.5%
Prudential Financial
116
Prudential Financial
New Jersey
$132K +$21.2K +3,573 +23%
BTI
117
Blue Trust Inc
Georgia
$131K +$21.8K +3,666 +23%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$130K +$45.4K +7,655 +67%
CA
119
Cetera Advisors
Colorado
$129K +$113K +18,981 New
PAS
120
Park Avenue Securities
New York
$122K +$30.1K +5,071 +39%
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$120K +$3.62K +610 +4%
DOA
122
D'Orazio & Associates
Virginia
$119K +$27.4K +4,610 +36%
AFG
123
Atomi Financial Group
New York
$119K +$39.9K +6,723 +63%
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$117K +$20.3K +3,416 +25%
ECM
125
Evergreen Capital Management
Washington
$115K +$95.9K +16,169 New