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Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$163K -$70.8K -6,540 -30%
ECM
52
Evergreen Capital Management
Washington
$158K -$15.2K -1,404 -9%
MG
53
Mather Group
Illinois
$154K
GWWM
54
Great Waters Wealth Management
Minnesota
$153K
BP
55
Ballentine Partners
Massachusetts
$149K -$9.53K -881 -6%
SQA
56
Simon Quick Advisors
New Jersey
$147K
Wells Fargo
57
Wells Fargo
California
$131K -$2.25M -208,372 -94%
RA
58
RFG Advisory
Alabama
$130K
WA
59
Wealth Architects
California
$126K +$2.94K +272 +2%
IA
60
IFP Advisors
Florida
$125K -$292 -27 -0.3%
LSAG
61
Lake Street Advisors Group
New Hampshire
$124K -$14.7K -1,358 -10%
PSP
62
Principal Street Partners
Tennessee
$123K -$53.5K -4,946 -30%
YCM
63
Yousif Capital Management
Michigan
$122K
Franklin Resources
64
Franklin Resources
California
$119K -$5.54K -512 -4%
NRI
65
NFP Retirement Inc
California
$118K
Creative Planning
66
Creative Planning
Kansas
$115K -$32.3K -2,990 -21%
EI
67
Ellevest Inc
New York
$112K -$1.11K -103 -0.9%
GT
68
Greenleaf Trust
Michigan
$111K +$115K +10,614 New
JWM
69
Janiczek Wealth Management
Colorado
$105K +$8.16K +754 +8%
S
70
SignatureFD
Georgia
$98.3K -$14.2K -1,310 -12%
QCG
71
Quadrant Capital Group
Ohio
$97.9K -$10.1K -931 -9%
Lazard Asset Management
72
Lazard Asset Management
New York
$76K -$23.2M -2,143,292 -100%
AA
73
Addison Advisors
Vermont
$65.4K +$249 +23 +0.4%
Citigroup
74
Citigroup
New York
$53.2K -$6.7K -619 -11%
PA
75
Parallel Advisors
California
$48.9K -$1.16K -107 -2%