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Name Holding Trade Value Shares
Change
Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$593K -$14.9K -149 -3%
WFI
227
West Family Investments
California
$589K +$21.2K +212 +4%
BPA
228
Beacon Pointe Advisors
California
$583K +$16.5K +165 +3%
HSA
229
HBK Sorce Advisory
Pennsylvania
$580K +$562K +5,616 New
Vontobel Holding
230
Vontobel Holding
Switzerland
$578K
MGWM
231
Marks Group Wealth Management
Minnesota
$567K -$29.5K -295 -5%
SW
232
SVB Wealth
Massachusetts
$565K +$135K +1,351 +33%
LA
233
LVW Advisors
New York
$562K +$19.3K +193 +4%
FAFN
234
First Affirmative Financial Network
Colorado
$546K -$31.4K -314 -6%
PI
235
PEAK6 Investments
Illinois
$545K +$529K +5,281 New
HTC
236
Haverford Trust Company
Pennsylvania
$539K
SFA
237
Sequoia Financial Advisors
Ohio
$521K +$170K +1,694 +51%
NFA
238
Northern Financial Advisors
Michigan
$518K +$503K +5,022 New
AIM
239
Allen Investment Management
New York
$516K
SCM
240
SOL Capital Management
Maryland
$516K
WA
241
Wealth Alliance
New York
$514K +$193K +1,926 +63%
CCA
242
Checchi Capital Advisers
California
$508K -$24.1K -241 -5%
SI
243
Stephens Inc
Arkansas
$507K +$74.1K +740 +18%
HPG
244
Harvest Portfolios Group
Ontario, Canada
$487K +$473K +4,724 New
EARNEST Partners
245
EARNEST Partners
Georgia
$486K
CIM
246
Confluence Investment Management
Missouri
$485K -$3K -30 -0.6%
PVM
247
Palogic Value Management
Texas
$481K +$467K +4,664 New
TPWM
248
Twelve Points Wealth Management
Massachusetts
$481K -$284K -2,840 -38%
SFO
249
Stokes Family Office
Louisiana
$463K +$449K +4,485 New
JCM
250
Janney Capital Management
Pennsylvania
$455K -$3.9K -39 -0.9%