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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$659K +$73.1K +6,285 +13%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$647K -$79K -6,788 -11%
Corient Private Wealth
28
Corient Private Wealth
Florida
$647K -$1.71K -147 -0.3%
American Century Companies
29
American Century Companies
Missouri
$638K +$5.91K +508 +1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$600K +$86.6K +7,442 +18%
Creative Planning
31
Creative Planning
Kansas
$569K +$55.8K +4,796 +12%
SSA
32
Schonfeld Strategic Advisors
New York
$525K -$50K -4,300 -9%
Charles Schwab
33
Charles Schwab
California
$484K +$169K +14,518 +58%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$443K -$33K -2,835 -7%
BCI
35
Brinker Capital Investments
Pennsylvania
$415K -$25.6K -2,200 -6%
OPS
36
Orion Portfolio Solutions
Nebraska
$415K -$25.6K -2,200 -6%
ACA
37
Atlas Capital Advisors
Wyoming
$367K +$106K +9,146 +44%
S
38
SimplyRich
California
$356K +$326 +28 +0.1%
JFA
39
JNBA Financial Advisors
Minnesota
$338K
VA
40
Vident Advisory
Georgia
$317K +$78.7K +6,762 +36%
FTDI
41
First Trust Direct Indexing
Massachusetts
$299K +$74.2K +6,378 +36%
SC
42
Syon Capital
California
$288K +$273K +23,447 New
Two Sigma Advisers
43
Two Sigma Advisers
New York
$283K +$268K +23,000 New
Franklin Resources
44
Franklin Resources
California
$273K +$41K +3,521 +19%
Ameriprise
45
Ameriprise
Minnesota
$261K -$2.62K -225 -1%
XT
46
XTX Topco
Cayman Islands
$256K +$242K +20,835 New
BP
47
Ballentine Partners
Massachusetts
$253K +$33.1K +2,849 +16%
QCM
48
QRG Capital Management
Illinois
$223K +$16.3K +1,403 +8%
Osaic Holdings
49
Osaic Holdings
Arizona
$217K -$145K -12,437 -41%
FIM
50
Freedom Investment Management
Connecticut
$215K -$23.7K -2,034 -10%