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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
26
Vanguard Personalized Indexing Management
California
$1.7M +$117K +7,822 +8%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$1.65M -$7.16K -480 -0.5%
Creative Planning
28
Creative Planning
Kansas
$1.51M +$381K +25,546 +38%
Cerity Partners
29
Cerity Partners
New York
$1.37M +$279K +18,742 +27%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M +$1.13M +75,916 New
VA
31
Vident Advisory
Georgia
$1.17M +$87.4K +5,861 +9%
Charles Schwab
32
Charles Schwab
California
$1.14M +$95.4K +6,401 +10%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$1.05M -$12K -805 -1%
AQR Capital Management
34
AQR Capital Management
Connecticut
$994K +$78.3K +5,249 +9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$991K +$4.7K +315 +0.5%
HighTower Advisors
36
HighTower Advisors
Illinois
$962K +$55.3K +3,710 +7%
Corient Private Wealth
37
Corient Private Wealth
Florida
$928K -$198K -13,302 -19%
US Bancorp
38
US Bancorp
Minnesota
$927K +$31.4K +2,106 +4%
BCI
39
Brinker Capital Investments
Pennsylvania
$919K +$140K +9,394 +20%
OPS
40
Orion Portfolio Solutions
Nebraska
$919K +$140K +9,394 +20%
Jane Street
41
Jane Street
New York
$911K +$499K +33,467 +145%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$899K +$831K +55,764 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$875K +$47.8K +3,203 +6%
American Century Companies
44
American Century Companies
Missouri
$837K
QCM
45
QRG Capital Management
Illinois
$799K +$368K +24,699 +99%
S
46
SimplyRich
California
$773K +$160K +10,743 +29%
BCM
47
Barometer Capital Management
Ontario, Canada
$726K +$385K +25,811 +104%
BP
48
Ballentine Partners
Massachusetts
$533K +$59.5K +3,990 +14%
ACM
49
Aquatic Capital Management
Illinois
$516K +$477K +31,989 New
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$512K +$211K +14,159 +80%