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Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$14.6M +$1.54M +8,561 +12%
Nuveen
27
Nuveen
North Carolina
$13.3M -$238K -1,325 -2%
CG
28
Clarus Group
Texas
$12.2M +$778K +4,325 +7%
Ameriprise
29
Ameriprise
Minnesota
$11.6M +$1.18M +6,560 +12%
CGH
30
Crossmark Global Holdings
Texas
$10.9M +$143K +794 +1%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$10.9M +$186K +1,032 +2%
RJA
32
Raymond James & Associates
Florida
$10.8M +$140K +780 +1%
CWM
33
Calamos Wealth Management
Illinois
$10.7M
American Century Companies
34
American Century Companies
Missouri
$10.7M +$1.97M +10,973 +24%
FM
35
Foster & Motley
Ohio
$10.2M +$92.8K +516 +0.9%
UCFA
36
United Capital Financial Advisors
Texas
$9.75M -$148K -824 -2%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$9.45M +$9.18M +51,009 New
HIMC
38
Heritage Investors Management Corp
Maryland
$9.1M -$31.3K -174 -0.4%
Renaissance Technologies
39
Renaissance Technologies
New York
$8.91M +$3.11M +17,300 +56%
OAM
40
Oppenheimer Asset Management
New York
$8.6M +$183K +1,019 +2%
ECM
41
Evergreen Capital Management
Washington
$8.43M +$7.45M +41,419 +1,011%
HighTower Advisors
42
HighTower Advisors
Illinois
$7.72M +$962K +5,347 +15%
US Bancorp
43
US Bancorp
Minnesota
$7.23M -$37.6K -209 -0.5%
Citadel Advisors
44
Citadel Advisors
Florida
$7.17M -$352K -1,959 -5%
BIP
45
Brandes Investment Partners
California
$6.92M -$138K -768 -2%
JP Morgan Chase
46
JP Morgan Chase
New York
$6.84M -$14.8M -82,249 -69%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$6.72M +$583K +3,241 +8%
ACA
48
Aptus Capital Advisors
Alabama
$6.39M +$3.7M +20,549 +147%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$6.26M +$993K +5,518 +20%
Creative Planning
50
Creative Planning
Kansas
$6.21M +$47.9K +266 +0.8%