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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
276
Cerity Partners
New York
$455K +$451K +3,233 New
AC
277
Avestar Capital
New York
$453K +$32K +229 +8%
EI
278
Ellevest Inc
New York
$450K +$4.33K +31 +1%
IB
279
Intrust Bank
Kansas
$447K -$31.1K -223 -7%
FT
280
Fiduciary Trust
Massachusetts
$447K -$140 -1 -0%
MWM
281
Mission Wealth Management
California
$442K +$2.51K +18 +0.6%
BSAM
282
Blue Square Asset Management
New York
$440K +$439K +3,143 New
Charles Schwab
283
Charles Schwab
California
$436K -$68.7K -492 -14%
AWM
284
AE Wealth Management
Kansas
$432K +$28.6K +205 +7%
Cetera Investment Advisers
285
Cetera Investment Advisers
Illinois
$431K +$13.5K +97 +3%
CGL
286
Clarius Group LLC
Washington
$431K +$43.7K +313 +11%
PHIC
287
Pine Haven Investment Counsel
Massachusetts
$431K +$430K +3,078 New
CGA
288
Channing Global Advisors
Florida
$426K +$424K +3,038 New
TPCW
289
TD Private Client Wealth
New York
$426K -$258K -1,846 -38%
SRC
290
Sage Rhino Capital
California
$421K +$3.77K +27 +0.9%
EARNEST Partners
291
EARNEST Partners
Georgia
$416K – – –
PA
292
Parallel Advisors
California
$409K +$92.6K +663 +29%
FF
293
FourThought Financial
Florida
$408K -$4.89K -35 -1%
AO
294
Advisor OS
Illinois
$406K +$17.7K +127 +5%
WA
295
Wambolt & Associates
Colorado
$386K +$10.3K +74 +3%
DIA
296
Dana Investment Advisors
Wisconsin
$384K – – –
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$384K +$4.19K +30 +1%
MG
298
Mather Group
Illinois
$382K -$16.2K -116 -4%
FCH
299
Freestone Capital Holdings
Washington
$381K +$96.8K +693 +34%
IFWM
300
Institute for Wealth Management
Colorado
$380K +$33.1K +237 +10%