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Name Holding Trade Value Shares
Change
Change in
Stake
Independent Advisor Alliance
226
Independent Advisor Alliance
North Carolina
$597K +$21K +113 +3%
CHAM
227
Clear Harbor Asset Management
Connecticut
$595K +$73.5K +395 +13%
TC
228
TownSquare Capital
Utah
$589K +$50.6K +272 +9%
Brooklyn Investment Group
229
Brooklyn Investment Group
New York
$587K +$546K +2,934 +752%
Beacon Pointe Advisors
230
Beacon Pointe Advisors
California
$580K -$2.79K -15 -0.5%
Allworth Financial
231
Allworth Financial
California
$572K -$14.1K -76 -2%
WFI
232
West Family Investments
California
$563K -$123K -661 -17%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$560K -$314K -1,688 -35%
Coldstream Capital Management
234
Coldstream Capital Management
Washington
$558K +$21.8K +117 +4%
Bradley Foster & Sargent
235
Bradley Foster & Sargent
Connecticut
$557K – – –
Atria Investments
236
Atria Investments
North Carolina
$556K +$69.4K +373 +13%
Cary Street Partners
237
Cary Street Partners
Virginia
$554K -$266K -1,429 -31%
ALC
238
Alexander Labrunerie & Co
Missouri
$550K +$372 +2 +0.1%
Commerce Bank
239
Commerce Bank
Missouri
$543K -$2.23K -12 -0.4%
Steward Partners Investment Advisory
240
Steward Partners Investment Advisory
New York
$535K -$1.31M -7,062 -70%
CWM
241
Cordatus Wealth Management
Pennsylvania
$534K +$32.4K +174 +6%
BOS
242
Bank of Stockton
California
$531K +$173K +931 +45%
CI
243
Corient IA
Florida
$530K +$558K +3,000 New
HWM
244
Hohimer Wealth Management
Washington
$525K +$553K +2,974 New
FAFN
245
First Affirmative Financial Network
Colorado
$512K +$25.7K +138 +5%
Barclays
246
Barclays
United Kingdom
$508K -$254K -1,365 -32%
Dynamic Advisor Solutions
247
Dynamic Advisor Solutions
Arizona
$506K +$534K +2,867 New
Prime Capital Investment Advisors
248
Prime Capital Investment Advisors
Kansas
$502K +$57.3K +308 +12%
GAMMA Investing
249
GAMMA Investing
California
$491K +$119K +642 +30%
Gradient Investments
250
Gradient Investments
Minnesota
$485K +$15.8K +85 +3%