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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
26
Laird Norton Wetherby Wealth Management
California
$382K +$56.4K +4,376 +17%
CGH
27
Crossmark Global Holdings
Texas
$357K -$42.9K -3,333 -12%
Cerity Partners
28
Cerity Partners
New York
$342K +$6.4K +497 +2%
FTDI
29
First Trust Direct Indexing
Massachusetts
$317K -$45.8K -3,556 -12%
GWM
30
Greenwich Wealth Management
Connecticut
$310K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$293K +$1.61K +125 +0.5%
VIA
32
Vident Investment Advisory
Georgia
$290K +$58K +4,501 +24%
UBS Group
33
UBS Group
Switzerland
$281K +$30.8K +2,393 +12%
Goldman Sachs
34
Goldman Sachs
New York
$246K -$2.89M -224,354 -92%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$226K +$236K +18,286 New
Creative Planning
36
Creative Planning
Kansas
$212K +$91.1K +7,073 +71%
Ameriprise
37
Ameriprise
Minnesota
$206K +$57.7K +4,478 +37%
NA
38
NewEdge Advisors
Louisiana
$196K +$5.28K +410 +3%
US Bancorp
39
US Bancorp
Minnesota
$176K -$22.1K -1,712 -11%
Vanguard Personalized Indexing Management
40
Vanguard Personalized Indexing Management
California
$173K +$180K +14,011 New
QCG
41
Quadrant Capital Group
Ohio
$170K +$113K +8,796 +178%
PA
42
Profund Advisors
Maryland
$163K +$26.8K +2,077 +19%
LPL Financial
43
LPL Financial
California
$151K +$13.1K +1,015 +9%
API
44
Advisor Partners II
California
$142K +$147K +11,430 New
YCM
45
Yousif Capital Management
Michigan
$130K
GT
46
Greenleaf Trust
Michigan
$129K -$7.65K -594 -5%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$114K +$50.4K +3,914 +74%
QT
48
Quantbot Technologies
New York
$108K +$106K +8,202 +1,647%
Osaic Holdings
49
Osaic Holdings
Arizona
$88.5K -$44.3K -3,443 -33%
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
$87K