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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
376
Independent Advisor Alliance
North Carolina
$153M -$6.02M -40,792 -4%
DWA
377
Douglass Winthrop Advisors
New York
$153M -$26.3M -177,984 -16%
JWBC
378
John W. Bristol & Co
New York
$152M +$545K +3,693 +0.4%
WHG
379
Westwood Holdings Group
Texas
$152M +$63.5M +430,450 +88%
AAM
380
Ardevora Asset Management
United Kingdom
$152M -$12.9M -87,201 -9%
CAM
381
Cresset Asset Management
Illinois
$151M -$2.34B -15,837,229 -95%
MCM
382
Marsico Capital Management
Colorado
$150M +$40.6M +275,228 +43%
BFO
383
Biltmore Family Office
North Carolina
$150M -$838K -5,679 -0.6%
AAP
384
Aristotle Atlantic Partners
Florida
$149M +$17.6M +119,612 +15%
AAS
385
Avantax Advisory Services
Texas
$149M +$3.91M +26,531 +3%
B
386
Bailard
California
$148M +$376K +2,545 +0.3%
WSFS
387
Wilmington Savings Fund Society
Delaware
$147M -$1.95M -13,188 -1%
SS
388
Simplicity Solutions
Minnesota
$147M +$105M +708,527 +384%
SPC
389
Sigma Planning Corp
Michigan
$147M -$2.79M -18,899 -2%
BRWA
390
B. Riley Wealth Advisors
Florida
$146M -$9.66M -65,456 -7%
SAM
391
Shell Asset Management
Netherlands
$145M -$1.27M -8,582 -1%
PI
392
PGGM Investments
Netherlands
$145M -$4.31M -29,195 -3%
IWC
393
Integrated Wealth Concepts
Massachusetts
$144M +$57.2M +387,593 +80%
SWP
394
Stratos Wealth Partners
Ohio
$144M -$17.5M -118,937 -12%
HW
395
Hancock Whitney
Mississippi
$143M -$5.4M -36,608 -4%
KPWS
396
Kestra Private Wealth Services
Texas
$143M +$15.8M +106,862 +14%
BF
397
BOK Financial
Oklahoma
$141M -$33.7M -228,382 -21%
QCM
398
Quantinno Capital Management
New York
$141M +$22.2M +150,751 +21%
ASN
399
Advisory Services Network
Georgia
$141M +$14.6M +98,638 +13%
ICG
400
InterOcean Capital Group
Tennessee
$141M +$783K +5,304 +0.6%
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