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Name Holding Trade Value Shares
Change
Change in
Stake
NW
51
NewEdge Wealth
Pennsylvania
$7.01M +$331K +7,632 +5%
UCFA
52
United Capital Financial Advisors
Texas
$6.86M -$268K -6,186 -4%
ACM
53
Advisors Capital Management
New Jersey
$6.85M +$101K +2,317 +2%
RWM
54
Ritholtz Wealth Management
New York
$6.7M -$14.5K -334 -0.2%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$6.69M +$289K +6,671 +5%
QCM
56
Quantinno Capital Management
New York
$6.43M +$2.02M +46,597 +50%
Creative Planning
57
Creative Planning
Kansas
$5.92M +$790K +18,199 +16%
Norges Bank
58
Norges Bank
Norway
$5.74M -$4.04M -93,000 -43%
SSA
59
Schonfeld Strategic Advisors
New York
$5.46M +$2.88M +66,279 +126%
RFC
60
Regions Financial Corp
Alabama
$5.35M -$589K -13,576 -10%
MML Investors Services
61
MML Investors Services
Massachusetts
$5.07M -$141K -3,258 -3%
HighTower Advisors
62
HighTower Advisors
Illinois
$4.89M -$39.5K -911 -0.8%
Charles Schwab
63
Charles Schwab
California
$4.87M +$832K +19,173 +22%
BZWA
64
Blue Zone Wealth Advisors
California
$4.73M +$62.7K +1,444 +1%
SA
65
Sanctuary Advisors
Indiana
$4.55M +$4.74M +109,322 New
Citadel Advisors
66
Citadel Advisors
Florida
$4.43M +$3.91M +90,036 +1,364%
Mariner
67
Mariner
Kansas
$4.38M +$414K +9,531 +11%
PCG
68
Prosperity Consulting Group
Maryland
$4.3M -$604K -13,918 -13%
CAM
69
Cresset Asset Management
Illinois
$4.3M +$218K +5,013 +6%
CWP
70
Capital Wealth Planning
Florida
$4.16M +$1.01M +23,192 +34%
PCM
71
Penserra Capital Management
California
$4.16M +$1.01M +23,192 +34%
NEI
72
Northwest & Ethical Investments
Ontario, Canada
$4.08M
SCM
73
Seascape Capital Management
New Hampshire
$3.94M -$868 -20 -0%
CIP
74
Capital Insight Partners
Arizona
$3.9M -$113K -2,595 -3%
AI
75
Atria Investments
North Carolina
$3.86M +$134K +3,097 +4%