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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$1.55M -$74K -838 -4%
EGA
127
Eagle Global Advisors
Texas
$1.52M -$286K -3,239 -15%
HBWM
128
Hollow Brook Wealth Management
New York
$1.48M +$736K +8,332 +84%
TC
129
TownSquare Capital
Utah
$1.47M +$306K +3,469 +24%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$1.44M -$19.4M -220,039 -93%
KeyBank National Association
131
KeyBank National Association
Ohio
$1.41M -$360K -4,079 -19%
AI
132
Atria Investments
North Carolina
$1.39M +$261K +2,960 +21%
IAA
133
Independent Advisor Alliance
North Carolina
$1.33M +$38.4K +435 +3%
IWC
134
Integrated Wealth Concepts
Massachusetts
$1.32M +$53.6K +607 +4%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1.29M -$475K -5,380 -25%
FFM
136
Forum Financial Management
Illinois
$1.24M +$3.62K +41 +0.3%
BCI
137
Brinker Capital Investments
Pennsylvania
$1.23M -$103K -1,171 -7%
UCFA
138
United Capital Financial Advisors
Texas
$1.21M -$209K -2,370 -14%
AA
139
ALPS Advisors
Colorado
$1.21M +$67.3K +762 +5%
AAM
140
Azzad Asset Management
Virginia
$1.19M -$1.54M -17,409 -67%
FA
141
FDx Advisors
Illinois
$1.17M -$607K -6,869 -32%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$1.15M +$5.56K +63 +0.4%
FTDI
143
First Trust Direct Indexing
Massachusetts
$1.15M +$187K +2,113 +18%
KAS
144
Kestra Advisory Services
Texas
$1.13M -$76K -861 -6%
Prudential Financial
145
Prudential Financial
New Jersey
$1.13M -$105K -1,189 -8%
MCC
146
Malaga Cove Capital
California
$1.12M +$165K +1,866 +16%
BF
147
BOK Financial
Oklahoma
$1.11M -$995K -11,267 -45%
CGPCS
148
Capital Group Private Client Services
California
$1.11M -$7.81M -88,409 -87%
WAM
149
Weatherly Asset Management
California
$1.1M
Vanguard Personalized Indexing Management
150
Vanguard Personalized Indexing Management
California
$1.1M +$81K +917 +7%