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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$884K -$30.6K -684 -4%
CGH
52
Crossmark Global Holdings
Texas
$870K +$147K +3,281 +22%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$794K -$1.7K -38 -0.2%
US Bancorp
54
US Bancorp
Minnesota
$786K +$108K +2,410 +17%
QCM
55
Quantinno Capital Management
New York
$772K +$416K +9,281 +134%
NW
56
NewEdge Wealth
Pennsylvania
$767K -$55K -1,228 -7%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$762K -$59.7K -1,333 -8%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$742K -$3.32M -74,110 -83%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$727K -$152K -3,387 -18%
HighTower Advisors
60
HighTower Advisors
Illinois
$687K -$174K -3,895 -21%
Truist Financial
61
Truist Financial
North Carolina
$653K +$13.1K +292 +2%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$609K -$5.73K -128 -1%
M&T Bank
63
M&T Bank
New York
$561K +$224 +5 +0%
BRIA
64
Balanced Rock Investment Advisors
Massachusetts
$551K +$519K +11,593 New
Vanguard Personalized Indexing Management
65
Vanguard Personalized Indexing Management
California
$492K -$82.1K -1,834 -15%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$469K +$37.2K +830 +9%
SEI Investments
67
SEI Investments
Pennsylvania
$454K +$48K +1,073 +13%
S
68
SignatureFD
Georgia
$450K +$39.4K +881 +10%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$443K +$15.5K +347 +4%
MWM
70
Mission Wealth Management
California
$441K +$49.2K +1,098 +13%
LWAM
71
Legacy Wealth Asset Management
Minnesota
$440K +$12.2K +273 +3%
HPM
72
Hudson Portfolio Management
New York
$424K -$10.5K -235 -3%
PAG
73
Private Advisor Group
New Jersey
$415K +$70.7K +1,580 +22%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$415K +$390K +8,716 New
IRC
75
Investors Research Corp
Georgia
$390K -$59.3K -1,325 -14%