Stock
Reported value
$12.9B
Holders
786
+76 new · −19 exited
Holders’ est. mark
$205.3M
Price effect on 243 books still in the name
Largest holder
$1.01B
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $15M
- Icahn Capital0.0% · $4.53M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 26M | $1.01B | $8.52M | Added$629.2M |
| First Command Advisory Services, Inc. | 14.9M | $581M | — | New |
| PRUDENTIAL FINANCIAL INC | 11.3M | $438.7M | $9.57M | Cut−$121.4M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.2M | $434.6M | $9.35M | Added$15.4M |
| &PARTNERS | 9.11M | $355M | $9.47M | Added$38.4M |
| BANK OF AMERICA CORP /DE/ | 8.89M | $346.5M | $7.33M | Added$18M |
| NORTHERN TRUST CORP | 6.88M | $267.9M | $5.25M | Added$32.3M |
| SYM FINANCIAL Corp | 6.52M | $254M | $5.54M | Added$2.11M |
| ROYAL BANK OF CANADA | 5.9M | $229.9M | $4.43M | Added$31.1M |
| Mariner, LLC | 4.28M | $166.7M | $3.28M | Added$19.7M |
| UBS Group AG | 4.19M | $163.4M | $3.39M | Added$11.6M |
| Root Financial Partners, LLC | 4.17M | $162.3M | $3.37M | Added$11.1M |
| LPL Financial LLC | 4.01M | $156.4M | $2.82M | Added$29.8M |
| Annex Advisory Services, LLC | 3.91M | $152.4M | — | New |
| Moisand Fitzgerald Tamayo, LLC | 3.6M | $140.2M | $3.06M | Added$1.98M |
| McKinley Carter Wealth Services, Inc. | 3.48M | $135.8M | $701.1K | Added$104.3M |
| Vise Technologies, Inc. | 3.41M | $129.9M | $0 | Held |
| Corient Private Wealth LLC | 3.22M | $125.3M | $2.73M | Cut−$1.16M |
| One Capital Management, LLC | 2.96M | $115.1M | $2.4M | Added$7.65M |
| Pure Financial Advisors, LLC | 2.95M | $114.8M | $2.5M | Added$516.3K |
| EVOKE WEALTH, LLC | 2.94M | $114.4M | $2.28M | Added$12.2M |
| LVZ, Inc. | 2.9M | $112.8M | $1.58M | Added$41.8M |
| OneDigital Investment Advisors LLC | 2.74M | $106.8M | $2.3M | Added$3.64M |
| Sequoia Financial Advisors, LLC | 2.72M | $105.8M | $2.26M | Added$4.62M |
| Clearstead Advisors, LLC | 2.71M | $105.8M | $2.25M | Added$4.68M |
| FIRST NATIONAL BANK OF OMAHA | 2.54M | $98.8M | $1.68M | Added$23.4M |
| HighTower Advisors, LLC | 2.51M | $98M | $2.13M | Added$2.33M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.39M | $93.1M | $1M | Added$48.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.35M | $91.5M | $1.49M | Added$24.6M |
| Klaas Financial Asset Advisors, LLC | 2.31M | $89.8M | $17K | Added$89.1M |
| Cetera Investment Advisers | 2.29M | $89.2M | $1.78M | Added$9.38M |
| Focus Partners Wealth | 2.28M | $89.1M | $2.37M | Added$1.9M |
| MASECO LLP | 2.27M | $88.3M | $1.74M | Added$9.53M |
| Focus Partners Advisor Solutions, LLC | 2.22M | $86.6M | $1.49M | Added$18.6M |
| Marquette Asset Management, LLC | 2.22M | $86.3M | $1.87M | Added$2.31M |
| Beacon Pointe Advisors, LLC | 2.15M | $83.7M | $1.67M | Added$8.91M |
| Wealthspire Advisors, LLC | 1.99M | $77.6M | $1.69M | Cut−$453.1K |
| RAM Investment Partners, LLC | 1.91M | $74.4M | $1.58M | Added$3.62M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.88M | $73.4M | $1.47M | Added$7.43M |
| Zhang Financial LLC | 1.84M | $71.8M | $1.55M | Added$2.28M |
| EP Wealth Advisors, LLC | 1.83M | $71.4M | $1.56M | Cut−$1.24M |
| Berman McAleer LLC | 1.83M | $71.3M | $1.53M | Added$2.91M |
| Kestra Investment Management, LLC | 1.81M | $70.4M | $932.5K | Added$28.6M |
| Financial Management Professionals, Inc. | 1.69M | $66M | $1.41M | Added$2.58M |
| BRIGHTON JONES LLC | 1.58M | $61.7M | $1.26M | Added$5.29M |
| Apollon Wealth Management, LLC | 1.56M | $60.6M | $1.22M | Added$5.99M |
| Bedel Financial Consulting, Inc. | 1.53M | $59.5M | $1.24M | Added$3.96M |
| Bridgewater Advisors Inc. | 1.41M | $58.9M | $2.88M | Added$6.76M |
| First National Advisers, LLC | 1.46M | $56.9M | $1.08M | Added$8.58M |
| RVW Wealth, LLC | 1.46M | $56.7M | $1.24M | Cut−$209.7K |
| WNY Asset Management, LLC | 1.44M | $56.2M | — | Held |
| Wealth Dimensions Group, Ltd. | 1.42M | $55.4M | $1.17M | Added$3.18M |
| Pioneer Wealth Management Group | 1.42M | $55.4M | $1.12M | Added$5.05M |
| McIlrath & Eck, LLC | 1.39M | $54.3M | $1.18M | Added$1.08M |
| Cerity Partners LLC | 1.28M | $49.7M | $571.2K | Added$24.5M |
| HARBOUR INVESTMENTS, INC. | 1.27M | $49.7M | $7.72K | Added$49.3M |
| Savant Capital, LLC | 1.26M | $49.3M | $891.9K | Added$9.27M |
| Great Point Wealth Advisors, LLC | 1.23M | $47.8M | $1.04M | Added$1.23M |
| Aquire Wealth Advisors, LLC | 1.22M | $47.5M | $1.03M | Added$1.48M |
| RAYMOND JAMES FINANCIAL INC | 1.21M | $47.1M | $691.2K | Added$16.1M |
| Apella Capital, LLC | 1.11M | $46.5M | $739K | Added$38.7M |
| MAI Capital Management | 1.19M | $46.4M | $896.6K | Added$6.24M |
| OSAIC HOLDINGS, INC. | 1.17M | $45.7M | $872.9K | Added$6.58M |
| Private Advisor Group, LLC | 1.16M | $45M | $946.3K | Added$2.59M |
| MATHER GROUP, LLC. | 1.15M | $45M | $915K | Added$3.95M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.11M | $43.8M | $400.6K | Cut−$31.3M |
| Spinnaker Investment Group, LLC | 1.09M | $42.5M | $926.2K | Cut−$2.59M |
| HighPoint Advisor Group LLC | 1.04M | $40.7M | $828K | Added$3.57M |
| Arista Wealth Management, LLC | 1.04M | $40.7M | $887.4K | Cut−$718K |
| Prudent Man Investment Management, Inc. | 1.06M | $40.2M | −$0 | Added$114 |
| Everhart Financial Group, Inc. | 1.03M | $40.2M | $721.6K | Added$7.85M |
| JFS WEALTH ADVISORS, LLC | 1.01M | $39.5M | $860.7K | Added$894.3K |
| Chico Wealth RIA | 1M | $39M | $826.4K | Added$1.97M |
| Perigon Wealth Management, LLC | 999.4K | $38.9M | $812K | Added$2.53M |
| Baird Financial Group, Inc. | 970.2K | $37.8M | $672.9K | Added$7.63M |
| EARNED WEALTH ADVISORS, LLC | 968.5K | $37.7M | $757.3K | Added$3.78M |
| Smartleaf Asset Management LLC | 975.4K | $36.9M | −$411.6K | Added$2.64M |
| SAX WEALTH ADVISORS, LLC | 957.5K | $36.5M | $0 | Cut−$86.7K |
| SC&H Financial Advisors, Inc. | 932.2K | $36.3M | $765.2K | Added$2.01M |
| MISSION WEALTH MANAGEMENT, LP | 917K | $35.7M | $747K | Added$2.23M |
| Crusonia Wealth Advisors LLC | 887.5K | $34.6M | $683.6K | Added$3.92M |
| Pallas Capital Advisors LLC | 860.2K | $33.5M | $731.2K | Cut−$2.4M |
| Consilium Wealth Advisory, LLC | 858.6K | $33.5M | $544.1K | Added$9.05M |
| LRI Investments, LLC | 844.3K | $32.9M | $717.7K | Added$297.9K |
| Amicus Financial Advisors, LLC | 841.8K | $32.8M | $715.5K | Added$71K |
| Financial Alternatives, Inc | 829.9K | $32.3M | $423.4K | Added$13.3M |
| Trinity Financial Advisors LLC | 825.5K | $32.2M | $102.2K | Added$27.6M |
| MML INVESTORS SERVICES, LLC | 824.3K | $32.1M | $700.7K | Cut−$232.5K |
| Monument Group Wealth Advisors, LLC | 812.1K | $31.6M | $679.7K | Added$1.16M |
| Aptus Capital Advisors, LLC | 793.8K | $30.9M | $666.9K | Added$1.02M |
| Valued Wealth Advisors LLC | 790.9K | $30.8M | $654.4K | Added$1.48M |
| Joseph Group Capital Management | 786.2K | $30.6M | $659.8K | Added$1.05M |
| Allworth Financial LP | 778.4K | $30.3M | $606.4K | Added$3.14M |
| World Investment Advisors | 766.6K | $29.9M | $608.2K | Added$2.6M |
| Physician Wealth Advisors, Inc. | 763.5K | $29.7M | $645.3K | Added$811.1K |
| Keyes, Stange & Wooten Wealth Management, LLC | 759.6K | $29.6M | $618K | Added$1.89M |
| Pathstone Holdings, LLC | 755.9K | $29.5M | $639.4K | Added$784.9K |
| Kure Advisory, LLC | 724.8K | $28.2M | $605.8K | Added$1.08M |
| Curated Wealth Partners LLC | 703.9K | $27.4M | $561K | Added$2.27M |
| Rockefeller Capital Management L.P. | 703.4K | $27.4M | $578.8K | Added$1.45M |
| Creative Planning | 697K | $27.2M | $592.4K | Added$409.9K |
| AE Wealth Management LLC | 694.3K | $27.1M | $573K | Added$1.36M |
| FIDUCIARY FINANCIAL GROUP, LLC | 687.8K | $26.8M | $584.7K | Cut−$1.14M |
| DecisionPoint Financial, LLC | 682.6K | $26.6M | $580.2K | Added$518.3K |
| Chicago Partners Investment Group LLC | 633.8K | $25.9M | $551K | Added$2.24M |
| Evanson Asset Management, LLC | 652.8K | $25.4M | $512.8K | Added$2.44M |
| Forum Private Client Group LLC | 637.8K | $24.9M | $527K | Added$2.96M |
| Fonville Wealth Management LLC | 634K | $24.7M | $485.9K | Added$2.92M |
| Plancorp, LLC | 601.9K | $24.6M | $1.71M | Added$1.73M |
| BROGAN FINANCIAL, INC. | 627.9K | $24.5M | $533.7K | Added$355.8K |
| Kestra Advisory Services, LLC | 626K | $24.4M | $476.5K | Added$3.02M |
| Heritage Wealth Management, Inc./Texas | 622.9K | $24.3M | $515.9K | Added$1.13M |
| NewEdge Advisors, LLC | 692.2K | $23.7M | −$2.66M | Cut−$17M |
| Stonehearth Capital Management, LLC | 606.1K | $23.6M | $515.2K | Cut−$3.59M |
| Financial Engines Advisors L.L.C. | 605.6K | $23.6M | $348.1K | Added$7.98M |
| TCP Asset Management, LLC | 601K | $23.4M | $510.9K | Added$138.7K |
| Advisory Alpha, LLC | 595.3K | $23.2M | $506K | Cut−$2.26M |
| D.A. DAVIDSON & CO. | 592.9K | $23.1M | $504K | Cut−$482K |
| Austin Wealth Management, LLC | 575.5K | $22.8M | $391.4K | Cut−$12.8M |
| STIFEL FINANCIAL CORP | 579.4K | $22.6M | $408.9K | Added$4.25M |
| Allodium Investment Consultants, LLC | 578.3K | $22.5M | $491.5K | Added$458.6K |
| Spectrum Investment Advisors, Inc. | 574.3K | $22.4M | $472.8K | Added$1.18M |
| LEGACY FINANCIAL GROUP, INC. | 564K | $22M | $479.4K | Added$289.4K |
| AWM CAPITAL, LLC | 558.7K | $21.8M | $474.9K | Added$384.3K |
| BWM Planning, LLC | 557.1K | $21.7M | $473.5K | Cut−$1.77M |
| Berger Financial Group, Inc | 548.5K | $21.4M | $466.3K | Cut−$3.42M |
| Next Level Wealth Planning, LLC | 533.2K | $20.8M | $439.1K | Added$1.08M |
| Allegiance Financial Group Advisory Services LLC | 529K | $20.6M | $421.7K | Added$1.5M |
| Dynamic Advisor Solutions LLC | 513.3K | $20M | $427.9K | Added$811.8K |
| Essential Planning, LLC. | 503.3K | $19.6M | $427.8K | Added$137.5K |
| Parkshore Wealth Management, Inc. | 501.9K | $19.6M | $315K | Added$5.43M |
| BUILDER INVESTMENT GROUP INC /ADV | 486.6K | $19M | $413.6K | Added$60.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 470.7K | $18.9M | $380.2K | Added$1.11M |
| Wealthquest Corp | 479.2K | $18.3M | $0 | Held |
| CPA Asset Management Group, LLC | 450.7K | $17.6M | $366.9K | Added$1.11M |
| Waverly Advisors, LLC | 450.3K | $17.5M | $151.8K | Added$10.7M |
| CAPTRUST FINANCIAL ADVISORS | 443.6K | $17.3M | $377K | Added$362.2K |
| Vermillion & White Wealth Management Group, LLC | 441.9K | $17.2M | $345.2K | Cut−$1.16M |
| Private Wealth Management Group, LLC | 439.9K | $17.1M | $342.2K | Added$1.8M |
| Advantage Trust Co | 437.2K | $17M | $371.6K | Added$127K |
| EVERMAY WEALTH MANAGEMENT LLC | 436.2K | $17M | $312.3K | Added$2.99M |
| Owl Creek Wealth Partners LLC | 434K | $16.9M | — | Held |
| CURIO WEALTH, LLC | 427.1K | $16.6M | $247.6K | Added$1.81M |
| SouthState Bank Corp | 418.6K | $16.3M | $355.8K | Cut−$1.8M |
| TRUIST FINANCIAL CORP | 418K | $16.3M | $338.1K | Added$1.12M |
| Jacobi Capital Management LLC | 416K | $16.2M | $305.2K | Added$2.52M |
| Quantum Financial Advisors, LLC | 414.2K | $16.1M | $352.1K | Added$177K |
| Oak Wealth Advisors LLC | 413K | $16.1M | $346.8K | Added$542.8K |
| OKABENA INVESTMENT SERVICES INC | 410.8K | $16M | $349.2K | Added$349.2K |
| Note Advisors, LLC | 409.4K | $16M | −$194K | Added$642.8K |
| DeLarme Wealth Management, Inc. | 400.8K | $15.6M | $330.5K | Added$795.9K |
| Envision Financial Planning, LLC | 399.3K | $15.6M | $337K | Added$452.2K |
| Sterling Wealth Advisors Inc | 374.1K | $15.5M | $1.29M | Added$1.17M |
| Midwest Heritage Bank, FSB | 397K | $15.5M | $324.7K | Added$908.6K |
| Arcadia Wealth Management, Inc. | 395.6K | $15.4M | $322K | Added$972K |
| Archvest Wealth Advisors, Inc. | 389.8K | $15.2M | $321.4K | Added$777.8K |
| Charter Capital Management, LLC\DE | 388.3K | $15.1M | $330.1K | Added$253.4K |
| Diversified Portfolios, Inc. | 386.9K | $15.1M | $328.9K | Added$160.3K |
| tru Independence LLC | 385.4K | $15M | $327.5K | Added$180.3K |
| Citadel | 384.7K | $15M | $8.88K | Added$14.6M |
| Graver Capital Management, LLC | 381K | $14.8M | $309.6K | Added$963.4K |
| Well Done, LLC | 380.4K | $14.8M | $272.1K | Added$2.62M |
| MONOGRAPH WEALTH ADVISORS, LLC | 374.1K | $14.6M | $256.9K | Added$3.06M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 373.1K | $14.5M | $312.2K | Added$536.5K |
| Mendota Financial Group, LLC | 370.9K | $14.4M | $315.2K | Added$267.9K |
| Morling Financial Advisors, LLC | 369.3K | $14.4M | $304.8K | Added$720.4K |
| LIBERTY WEALTH MANAGEMENT LLC | 368.9K | $14.4M | $333.3K | Cut−$648.8K |
| PINNACLE ASSOCIATES LTD | 357.1K | $13.9M | $303.5K | Cut−$1.03M |
| Pinnacle Wealth Management Advisory Group, LLC | 356.8K | $13.9M | $303.3K | Cut−$1.03M |
| Concurrent Investment Advisors, LLC | 354.8K | $13.8M | $272.3K | Added$1.62M |
| Modera Wealth Management, LLC | 354.7K | $13.8M | $300.5K | Added$348.4K |
| EXENCIAL WEALTH ADVISORS, LLC | 353.5K | $13.8M | $300.4K | Cut−$140.9K |
| Employees' Retirement Fund of the City of Fort Worth | 352.8K | $13.7M | $299.9K | Added$299.9K |
| D.B. Root & Company, LLC | 352.5K | $13.7M | $241.1K | Added$2.93M |
| Equitable Holdings, Inc. | 359K | $13.7M | $7.19K | Added$1.44M |
| CVA Family Office, LLC | 351.2K | $13.7M | $282K | Added$1.04M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 351.1K | $13.7M | $279.5K | Added$1.15M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 345.7K | $13.5M | $290K | Added$467.1K |
| Vermillion Wealth Management, Inc. | 341.4K | $13.3M | $259.2K | Added$1.68M |
| AlphaStar Capital Management, LLC | 335K | $13.1M | $256.9K | Added$1.53M |
| My Personal CFO, LLC | 332.6K | $13M | $201.8K | Added$3.91M |
| Guardian Wealth Management, LLC | 331.7K | $12.9M | $279.7K | Added$383.2K |
| Fermata Advisors, LLC | 327.3K | $12.8M | $278.2K | Cut−$503.2K |
| Larson Financial Group LLC | 322K | $12.5M | $273.7K | Cut−$957.7K |
| GK Wealth Management LLC | 331.1K | $12.5M | — | New |
| DWR WEALTH MANAGEMENT, LLC | 331.1K | $12.5M | −$118.9K | Added$2.63M |
| Patriot Financial Group Insurance Agency, LLC | 313.3K | $12.2M | $133.3K | Added$6.23M |
| Thayer Financial, L.L.C. | 312.7K | $12.2M | $265.8K | Added$255.4K |
| Tortoise Investment Management, LLC | 308.6K | $12M | $246.5K | Added$971.6K |
| Forza Wealth Management, LLC | 307.6K | $12M | $247.6K | Added$880K |
| American Capital Advisory, LLC | 306.1K | $11.9M | $242K | Added$1.07M |
| GEM Asset Management, LLC | 301.7K | $11.8M | $38.2K | Added$355.2K |
| CLARIS ADVISORS, LLC / MO / | 296.2K | $11.5M | $250.3K | Added$318K |
| Beckerman Institutional, LLC | 294.5K | $11.5M | $232.1K | Added$1.07M |
| CFS Investment Advisory Services, LLC | 273.6K | $11.4M | $713.9K | Added$3.88M |
| Farther Finance Advisors, LLC | 287.2K | $11.4M | $323.5K | Added$2.73M |
| ENTREWEALTH, LLC | 291K | $11.3M | −$555.8K | Cut−$1.14M |
| Birchcreek Wealth Management, LLC | 289K | $11.3M | $236K | Added$679K |
| Trailhead Planners LLC | 288.4K | $11.2M | $244K | Added$295.7K |
| Fort Henry Capital, LLC | 287.6K | $11.2M | $244.5K | Added$39K |
| Ledgewood Wealth Advisors, LLC | 285.1K | $11.1M | $242.3K | Added$223.2K |
| Two West Capital Advisors LLC | 275.6K | $11.1M | $550.3K | Added$566.1K |
| Ancora Advisors LLC | 282.4K | $11M | $142.7K | Added$4.61M |
| Argo Wealth Advisory, LLC | 282.1K | $11M | $234.4K | Added$485.1K |
| Coyle Financial Counsel LLC | 279.1K | $10.9M | $206.4K | Added$1.62M |
| B&D White Capital Company, LLC | 276.7K | $10.8M | $235.2K | Added$106.4K |
| Florida Trust Wealth Management Co | 276.4K | $10.8M | $194.4K | Added$2.05M |
| NORTHWEST WEALTH MANAGEMENT, LLC | 271.9K | $10.6M | $225.4K | Added$488.6K |
| Great Diamond Partners, LLC | 267.1K | $10.4M | — | New |
| SIMA Wealth Partners, LLC | 264.7K | $10.3M | $221.6K | Added$379.3K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 264K | $10.3M | $210.3K | Added$855.4K |
| Shira Ridge Wealth Management | 263.4K | $10.3M | $223.9K | Cut−$206.4K |
| Bay Harbor Wealth Management, LLC | 253.9K | $9.89M | $214.6K | Added$268.2K |
| BROWN ADVISORY INC | 252.4K | $9.83M | $146.1K | Added$3.28M |
| Arkadios Wealth Advisors | 238.5K | $9.29M | $202.7K | Cut−$418K |
| Aspen Wealth Management LLC | 237K | $9.23M | $191.5K | Added$645.2K |
| Jacobsen Capital Management | 236.6K | $9.22M | — | New |
| Lionshead Wealth Management, LLC | 235.1K | $9.16M | $198.2K | Added$273.7K |
| SUTTON PLACE INVESTORS LLC | 229.3K | $8.93M | $194K | Added$235.6K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 229K | $8.92M | $187.3K | Added$527.6K |
| GeoWealth Management, LLC | 227.5K | $8.86M | $184.3K | Added$599.4K |
| Glass Jacobson Investment Advisors llc | 227.2K | $8.85M | $174.2K | Added$1.04M |
| HB Wealth Management, LLC | 224.9K | $8.76M | $179.9K | Added$697.6K |
| Security Financial Services, INC. | 221.3K | $8.62M | $188.1K | Added$92.4K |
| Werba Rubin Papier Wealth Management | 220.2K | $8.58M | $162.5K | Added$1.29M |
| Aegis Wealth Management LLC | 220.2K | $8.58M | $187.1K | Added$189.2K |
| SpringVest Wealth Management LLC | 219.7K | $8.56M | $178.1K | Added$575.3K |
| Clarity Capital Advisors, LLC | 218.9K | $8.53M | $180.7K | Added$425.2K |
| Colony Family Offices, LLC | 217.7K | $8.48M | $176.9K | Added$548.2K |
| SENTINEL WEALTH MANAGEMENT, INC. | 217.6K | $8.48M | $169.9K | Added$861K |
| JANE STREET GROUP, LLC | 214.8K | $8.37M | $182.6K | Cut−$64M |
| ENTRUST FINANCIAL LLC | 214.4K | $8.35M | $7.99K | Added$8M |
| Prodigy Asset Management LLC | 214.3K | $8.35M | $170.6K | Added$696.5K |
| Apollon Financial, LLC | 213.1K | $8.3M | $139.7K | Added$2.04M |
| Arax Advisory Partners | 212.5K | $8.29M | $188.1K | Added$178.3K |
| ArborFi Advisors, LLC | 210K | $8.18M | $161.4K | Added$943.6K |
| Indivisible Partners | 209.7K | $8.17M | $157.7K | Added$1.1M |
| BANK OF MONTREAL /CAN/ | 205.5K | $8.01M | $170.1K | Added$380.4K |
| 180 WEALTH ADVISORS, LLC | 202K | $7.87M | $157.5K | Added$808.5K |
| Keating Financial Advisory Services, Inc. | 198.8K | $7.75M | $136.5K | Added$1.63M |
| Avior Wealth Management, LLC | 197.6K | $7.7M | $168K | Cut−$399.2K |
| BAKER BOYER NATIONAL BANK | 196.5K | $7.66M | $167.1K | Added$163.1K |
| JPL Wealth Management, LLC | 190.1K | $7.41M | $143K | Added$996.5K |
| United Advisor Group, LLC | 189.9K | $7.4M | $157.8K | Added$322.3K |
| TCI Wealth Advisors, Inc. | 187.7K | $7.31M | $159.4K | Added$168.4K |
| JPMORGAN CHASE & CO | 190.2K | $7.2M | −$51.3K | Cut−$47.2K |
| FinDec Wealth Services, Inc. | 183.2K | $7.14M | $155.7K | Cut−$955.2K |
| Hurlow Wealth Management Group, Inc. | 180.6K | $7.04M | $149K | Added$354.8K |
| AlTi Global, Inc. | 178.3K | $6.94M | $151.5K | Cut−$8.57M |
| CreativeOne Wealth, LLC | 177.8K | $6.93M | $151.1K | Cut−$327.1K |
Who left
- AXXCESS WEALTH MANAGEMENT, LLC$9.16M
- Westwood Wealth Management$8.89M
- Quadrature Capital Ltd$1.6M
- Diversify Advisory Services, LLC$1.45M
- INDEPENDENT FINANCIAL GROUP, LLC$794.9K
- GTS SECURITIES LLC$747K
- Johnson Financial Group, LLC$680.4K
- SILVER OAK SECURITIES, INCORPORATED$575.6K
- TIAA TRUST, NATIONAL ASSOCIATION$407K
- Signal Advisors Wealth, LLC$361K
- CERTUITY, LLC$273.5K
- EVERGREEN CAPITAL MANAGEMENT LLC$210.4K
- Thrivent Financial for Lutherans$10.4K
- Spurstone Advisory Services, LLC$5.11K
- SOL Capital Management CO$4.53K
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.