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Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$10.6M +$1.47M +27,754 +17%
SC
52
Scotia Capital
Ontario, Canada
$10.4M +$898K +16,987 +10%
EI
53
Ethic Inc
New York
$10.2M -$177K -3,351 -2%
NW
54
NewEdge Wealth
Pennsylvania
$9.83M +$1.25M +23,656 +13%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$9.78M -$1.53M -28,944 -14%
KCM
56
Kornitzer Capital Management
Kansas
$9.78M +$5.29M +100,000 +125%
BCI
57
Brinker Capital Investments
Pennsylvania
$9.58M -$561K -10,614 -6%
Stifel Financial
58
Stifel Financial
Missouri
$9.56M +$200K +3,773 +2%
CWP
59
Capital Wealth Planning
Florida
$9.24M +$1.1M +20,859 +14%
CRB
60
Chad R. Baker
$9.18M
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$9.1M +$623K +11,786 +8%
TRCT
62
Tower Research Capital (TRC)
New York
$8.97M +$4.82M +91,152 +123%
HPIA
63
Hamilton Point Investment Advisors
North Carolina
$8.37M -$265K -5,011 -3%
RWM
64
Ritholtz Wealth Management
New York
$7.98M +$155K +2,925 +2%
Cerity Partners
65
Cerity Partners
New York
$7.85M +$6.13K +116 +0.1%
Massachusetts Financial Services
66
Massachusetts Financial Services
Massachusetts
$7.82M +$1.99M +37,698 +35%
MML Investors Services
67
MML Investors Services
Massachusetts
$7.61M +$666K +12,587 +10%
AQR Capital Management
68
AQR Capital Management
Connecticut
$7.01M +$3.45M +65,295 +103%
TPM
69
Triasima Portfolio Management
Quebec, Canada
$6.94M +$4.44M +84,010 +192%
ACM
70
Advisors Capital Management
New Jersey
$6.81M -$1.13M -21,310 -15%
DZ Bank
71
DZ Bank
Germany
$6.8M -$907K -17,161 -12%
NCM
72
Narwhal Capital Management
Georgia
$6.79M +$6.61M +124,920 New
BZWA
73
Blue Zone Wealth Advisors
California
$6.75M +$18.3K +346 +0.3%
UCFA
74
United Capital Financial Advisors
Texas
$6.73M -$391K -7,390 -6%
Citadel Advisors
75
Citadel Advisors
Florida
$6.29M -$14.8M -280,792 -71%