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Name Holding Trade Value Shares
Change
Change in
Stake
AR
301
Advisory Research
Illinois
$68K +$65.2K +1,743 New
AAM
302
Advisors Asset Management
Colorado
$63K – – –
TF
303
Trutina Financial
Washington
$63K +$59.8K +1,600 New
GLI
304
Guardian Life Insurance
New York
$62K – – –
SAMC
305
Shinko Asset Management Company
Japan
$51K – – –
BPBT
306
Boston Private Bank & Trust
Massachusetts
$50K – – –
QAM
307
QCI Asset Management
New York
$43K -$12.2M -326,170 -100%
NIM
308
NuWave Investment Management
New Jersey
$40K -$460K -12,302 -92%
LBG
309
Lloyds Banking Group
United Kingdom
$39K – – –
WA
310
WFG Advisors
Texas
$38K -$86.2K -2,307 -70%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$38K +$5.61K +150 +18%
HR
312
Howe & Rusling
New York
$37K -$2.32K -62 -6%
IMS
313
Index Management Solutions
Pennsylvania
$36K -$24.1K -644 -41%
HFM
314
Hartford Financial Management
Connecticut
$33K – – –
W
315
Wealthfront
California
$32K +$29.6K +791 New
CA
316
CapWealth Advisors
Tennessee
$31K -$11.2K -300 -28%
CWM
317
Cranbrook Wealth Management
Michigan
$31K – – –
First Manhattan
318
First Manhattan
New York
$31K – – –
SF
319
Synovus Financial
Georgia
$31K – – –
WT
320
Whittier Trust
California
$31K – – –
HRIA
321
Haberer Registered Investment Advisor
Ohio
$31K +$29.9K +800 New
LWA
322
Lenox Wealth Advisors
New York
$28K +$15.8K +423 +152%
SFSIG
323
San Francisco Sentry Investment Group
California
$26K +$16.6K +443 +193%
RFA
324
Reilly Financial Advisors
California
$25K -$82.2K -2,200 -77%
MWP
325
MYCIO Wealth Partners
Pennsylvania
$22K – – –