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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Advisors Capital Management
New Jersey
$6.37M +$49.8K +1,177 +0.8%
RWM
52
Ritholtz Wealth Management
New York
$6.34M +$966K +22,842 +18%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$6.03M +$3.18M +75,302 +118%
LPL Financial
54
LPL Financial
California
$6.01M +$576K +13,616 +11%
NW
55
NewEdge Wealth
Pennsylvania
$5.98M +$1.72M +40,626 +39%
RFC
56
Regions Financial Corp
Alabama
$5.64M -$180K -4,261 -3%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.92M +$660K +15,610 +16%
Creative Planning
58
Creative Planning
Kansas
$4.79M +$681K +16,109 +17%
PCG
59
Prosperity Consulting Group
Maryland
$4.66M +$4.55M +107,730 New
HighTower Advisors
60
HighTower Advisors
Illinois
$4.65M -$513K -12,127 -10%
BA
61
Bridgewater Associates
Connecticut
$4.51M -$5.12M -121,168 -54%
BZWA
62
Blue Zone Wealth Advisors
California
$4.4M +$4.3M +101,652 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$4.05M -$6.83M -161,544 -63%
QCM
64
Quantinno Capital Management
New York
$4.04M +$396K +9,368 +11%
NEI
65
Northwest & Ethical Investments
Ontario, Canada
$3.85M -$1.53M -36,103 -29%
CAM
66
Cresset Asset Management
Illinois
$3.84M +$209K +4,952 +6%
CIP
67
Capital Insight Partners
Arizona
$3.79M +$261K +6,183 +8%
Charles Schwab
68
Charles Schwab
California
$3.77M +$746K +17,649 +25%
SCM
69
Seascape Capital Management
New Hampshire
$3.72M -$523K -12,364 -13%
Mariner
70
Mariner
Kansas
$3.72M +$64K +1,515 +2%
OAM
71
Oppenheimer Asset Management
New York
$3.58M -$248K -5,869 -7%
SIA
72
Sit Investment Associates
Minnesota
$3.58M -$364K -8,610 -9%
PAM
73
Paradigm Asset Management
New York
$3.55M -$254K -6,000 -7%
AI
74
Atria Investments
North Carolina
$3.51M +$740K +17,508 +28%
HJIM
75
Henry James International Management
New York
$3.38M +$643K +15,200 +24%