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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$689K +$56.1K +1,028 +9%
AAS
102
Avantax Advisory Services
Texas
$669K +$223K +4,088 +53%
BWP
103
Baldwin Wealth Partners
Massachusetts
$642K +$46.9K +860 +8%
TNA
104
True North Advisors
Texas
$628K +$409K +7,500 +207%
BCM
105
Brookstone Capital Management
Illinois
$623K -$1.31K -24 -0.2%
Brown Advisory
106
Brown Advisory
Maryland
$620K +$362K +6,630 +153%
WS
107
Wedbush Securities
California
$597K +$11.9K +218 +2%
BRWA
108
B. Riley Wealth Advisors
Florida
$591K +$31.1K +570 +6%
IAIM
109
International Assets Investment Management
Florida
$585K +$34.5K +633 +7%
IC
110
Inscription Capital
Texas
$577K +$258K +4,723 +86%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$575K +$555K +10,176 New
IAA
112
Independent Advisor Alliance
North Carolina
$550K +$189K +3,457 +55%
HH
113
Hilltop Holdings
Texas
$545K +$526K +9,644 New
FCI
114
Financial Counselors Inc
Kansas
$543K +$92K +1,687 +21%
CGA
115
Crescent Grove Advisors
Illinois
$541K +$521K +9,560 New
PA
116
PSI Advisors
Florida
$540K -$7.63K -140 -1%
AWE
117
Avidian Wealth Enterprises
Texas
$538K +$519K +9,510 New
IWM
118
IHT Wealth Management
Illinois
$530K +$19.2K +352 +4%
USCWA
119
U.S. Capital Wealth Advisors
Texas
$527K +$12.4K +228 +3%
KeyBank National Association
120
KeyBank National Association
Ohio
$518K +$500K +9,164 New
TWM
121
Tradition Wealth Management
Minnesota
$516K -$14.5K -266 -3%
DTC
122
Davidson Trust Company
Washington
$509K
BF
123
BOK Financial
Oklahoma
$508K +$490K +8,993 New
SCM
124
Steele Capital Management
Iowa
$505K
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$503K +$104K +1,900 +27%