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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
76
Recurrent Investment Advisors
Texas
$638K -$859K -12,538 -50%
X
77
Xponance
Pennsylvania
$606K +$159K +2,313 +24%
LGF
78
LGT Group Foundation
Liechtenstein
$552K +$403K +5,885 +121%
CG
79
Caprock Group
Idaho
$541K +$94.2K +1,374 +15%
HighTower Advisors
80
HighTower Advisors
Illinois
$534K +$201K +2,940 +39%
BA
81
Bridgewater Advisors
New York
$514K +$1.78K +26 +0.3%
UCFA
82
United Capital Financial Advisors
Texas
$513K +$260K +3,788 +61%
EGM
83
Engineers Gate Manager
New York
$507K -$708K -10,328 -51%
HWM
84
HB Wealth Management
Georgia
$504K +$338K +4,928 +101%
SC
85
Syon Capital
California
$499K +$160K +2,329 +32%
SC
86
Savant Capital
Illinois
$488K +$229K +3,338 +60%
Osaic Holdings
87
Osaic Holdings
Arizona
$479K +$130K +1,899 +26%
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$463K +$345K +5,029 +126%
EI
89
Ethic Inc
New York
$447K +$183K +2,671 +44%
ECM
90
Evergreen Capital Management
Washington
$444K +$58.4K +852 +11%
AFG
91
Atomi Financial Group
New York
$443K -$30K -438 -5%
GI
92
GAMMA Investing
California
$438K +$130K +1,903 +29%
CP
93
Canopy Partners
Ohio
$428K +$322K +4,693 +129%
AWA
94
Aaron Wealth Advisors
Illinois
$404K -$43.2K -631 -7%
GT
95
Greenleaf Trust
Michigan
$396K +$223K +3,260 +73%
BWA
96
Basecamp Wealth Advisors
Washington
$369K +$177K +2,589 +56%
LPL Financial
97
LPL Financial
California
$358K -$105K -1,539 -18%
PWPS
98
Pinnacle Wealth Planning Services
Ohio
$355K +$303K +4,425 +179%
PA
99
Profund Advisors
Maryland
$345K +$22.8K +332 +5%
CGH
100
Crossmark Global Holdings
Texas
$334K +$97.2K +1,419 +28%