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Name Holding Trade Value Shares
Change
Change in
Stake
Glenmede Trust
101
Glenmede Trust
Pennsylvania
$33K – – –
Edmond de Rothschild Holding
102
Edmond de Rothschild Holding
Switzerland
$31K – – –
EFSCE
103
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$4.21K +104 +31%
Advisory Services Network
104
Advisory Services Network
Georgia
$16K +$15.5K +383 New
JWM
105
Janiczek Wealth Management
Colorado
$14K +$13.9K +344 New
JCM
106
Jacobi Capital Management
Pennsylvania
$13K – – –
Valeo Financial Advisors
107
Valeo Financial Advisors
Indiana
$11K +$1.38K +34 +15%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$11K +$9.62K +238 +1,983%
SIAS
109
Shine Investment Advisory Services
Colorado
$10K – – –
SIM
110
Sonora Investment Management
Arizona
$9K – – –
GWS
111
Glassman Wealth Services
Virginia
$9K +$4.61K +114 +110%
Geneos Wealth Management
112
Geneos Wealth Management
Colorado
$8K – – –
Steward Partners Investment Advisory
113
Steward Partners Investment Advisory
New York
$7K +$3.44K +85 +106%
AssetMark Inc
114
AssetMark Inc
California
$6K -$81 -2 -1%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
IFP Advisors
116
IFP Advisors
Florida
$4K – – –
EW
117
Evoke Wealth
California
$3K -$1.13K -28 -29%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
FFA
119
Founders Financial Alliance
North Carolina
$3K +$3.11K +77 New
Associated Banc-Corp
120
Associated Banc-Corp
Wisconsin
$2K – – –
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$2K – – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$2K – – –
PCG
123
Private Capital Group
Connecticut
$2K – – –
TD Ameritrade Investment Management
124
TD Ameritrade Investment Management
Nebraska
$2K – – –
WhitTier Trust Company
125
WhitTier Trust Company
Nevada
$2K – – –