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Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$843K +$21.6K +1,738 +3%
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$805K +$5.19K +418 +0.7%
Corient Private Wealth
28
Corient Private Wealth
Florida
$707K +$13K +1,045 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$691K -$1.9K -153 -0.3%
Creative Planning
30
Creative Planning
Kansas
$690K +$76.5K +6,154 +13%
American Century Companies
31
American Century Companies
Missouri
$684K
US Bancorp
32
US Bancorp
Minnesota
$676K -$27.9K -2,248 -4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$649K +$6.9K +555 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$649K -$1.38M -111,260 -69%
Charles Schwab
35
Charles Schwab
California
$644K +$118K +9,525 +24%
CSS
36
Cubist Systematic Strategies
Connecticut
$617K +$582K +46,878 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$524K +$489K +39,375 +9,604%
VA
38
Vident Advisory
Georgia
$473K +$127K +10,210 +40%
BCI
39
Brinker Capital Investments
Pennsylvania
$458K +$20.8K +1,671 +5%
OPS
40
Orion Portfolio Solutions
Nebraska
$458K +$20.8K +1,671 +5%
Cerity Partners
41
Cerity Partners
New York
$447K +$214K +17,187 +103%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$442K -$31K -2,498 -7%
S
43
SimplyRich
California
$414K +$31.1K +2,499 +9%
GCM
44
Genus Capital Management
British Columbia, Canada
$399K +$376K +30,300 New
ACA
45
Atlas Capital Advisors
Wyoming
$371K -$20.6K -1,657 -6%
JFA
46
JNBA Financial Advisors
Minnesota
$361K
TI
47
Trexquant Investment
Connecticut
$339K +$320K +25,776 New
SSA
48
Schonfeld Strategic Advisors
New York
$336K -$214K -17,200 -40%
BP
49
Ballentine Partners
Massachusetts
$322K +$48.1K +3,871 +19%
SC
50
Syon Capital
California
$321K +$11.6K +935 +4%