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Name Holding Trade Value Shares
Change
Change in
Stake
TL
101
TrueWealth LLC
Georgia
$32K +$31.5K +1,356 New
ASN
102
Advisory Services Network
Georgia
$31K +$13.3K +573 +79%
STA
103
Summit Trail Advisors
New York
$31K +$31.9K +1,377 New
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$24K +$7.52K +324 +48%
EFSCE
105
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
ZB
106
Zions Bancorporation
Utah
$22K – – –
PCP
107
Proficio Capital Partners
Massachusetts
$22K +$882 +38 +4%
IA
108
IFP Advisors
Florida
$20K -$8K -345 -29%
PA
109
Parallel Advisors
California
$19K – – –
CAW
110
Cornerstone Advisors (Washington)
Washington
$18K – – –
LFA
111
Legacy Financial Advisors
Kentucky
$17K +$16.8K +723 New
TWA
112
TCI Wealth Advisors
Arizona
$15K – – –
LIA
113
LS Investment Advisors
Michigan
$14K – – –
AF
114
Advisornet Financial
Minnesota
$14K +$13.6K +588 New
LNB
115
Ledyard National Bank
$13K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
AAP
117
Arax Advisory Partners
Colorado
$12K – – –
PGWM
118
Parisi Gray Wealth Management
New Jersey
$12K +$11.3K +487 New
CFA
119
Carroll Financial Associates
North Carolina
$11K – – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$11K +$10.5K +453 New
WA
121
Winfield Associates
Ohio
$10K – – –
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K -$1.25K -54 -16%
WT
123
Whittier Trust
California
$5K -$12.3K -529 -73%
FGC
124
Financial Gravity Companies
Texas
$5K +$4.94K +213 New
IWM
125
IHT Wealth Management
Illinois
$4K – – –