Stock
Reported value
$10.3B
Holders
810
+53 new · −24 exited
Holders’ est. mark
$445.2M
Price effect on 245 books still in the name
Largest holder
$844.4M
Creative Planning
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $24.4M
- Renaissance Technologies0.0% · $1.12M
- Fidelity0.0% · $2.52M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Creative Planning | 13.5M | $844.4M | $39.3M | Added$28.3M |
| Focus Partners Wealth | 13.1M | $821.9M | $39.3M | Added$31M |
| Forum Financial Management, LP | 10.3M | $646.3M | $29.7M | Added$38.6M |
| Index Fund Advisors, Inc. | 6.38M | $398.7M | $18.6M | Added$15.1M |
| Focus Partners Advisor Solutions, LLC | 5.72M | $356.9M | $15.4M | Added$41.7M |
| Pure Financial Advisors, LLC | 5.52M | $344.6M | $15.5M | Added$27.2M |
| Savant Capital, LLC | 4.78M | $298.7M | $13.9M | Added$11.1M |
| EP Wealth Advisors, LLC | 4.3M | $268.6M | $12.2M | Added$19.5M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 2.84M | $183.5M | $8.28M | Added$8.68M |
| Corient Private Wealth LLC | 2.64M | $164.7M | $7.25M | Added$2.54M |
| Asset Dedication, LLC | 2.54M | $158.6M | $7.39M | Added$3.83M |
| Apella Capital, LLC | 2.13M | $141.3M | $11M | Added$43.1M |
| RAYMOND JAMES FINANCIAL INC | 2.05M | $127.9M | $5.18M | Added$22M |
| HighTower Advisors, LLC | 1.8M | $112.4M | $5.24M | Added$2.37M |
| Trust Co of the South | 1.79M | $111.8M | $5.21M | Added$3.41M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.55M | $97M | $4.14M | Added$12.2M |
| BANK OF AMERICA CORP /DE/ | 1.53M | $95.6M | $3.8M | Added$17.9M |
| EARNED WEALTH ADVISORS, LLC | 1.5M | $93.4M | $4.24M | Added$6.59M |
| GREAT OAK CAPITAL PARTNERS, LLC | 1.43M | $92.7M | $6.51M | Added$8.75M |
| Truepoint, Inc. | 1.48M | $92.5M | $4.31M | Added$2.91M |
| Smartleaf Asset Management LLC | 1.49M | $91.3M | $1.52M | Added$5.95M |
| Plancorp, LLC | 1.39M | $90.1M | $7.07M | Added$4.37M |
| Sequoia Financial Advisors, LLC | 1.37M | $85.8M | $3.9M | Added$5.98M |
| Abacus Wealth Partners, LLC | 1.36M | $84.8M | $3.95M | Added$3.37M |
| LPL Financial LLC | 1.21M | $75.6M | $3.52M | Added$506.4K |
| Premier Financial Group | 1.19M | $74.8M | $3.9M | Added$3.75M |
| Cerity Partners LLC | 1.13M | $70.3M | $2.02M | Added$5.36M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.08M | $67.7M | $1.15M | Cut−$56.5M |
| Evanson Asset Management, LLC | 1.08M | $67.5M | $3.15M | Added$2.97M |
| Sensible Money, LLC | 1.07M | $66.7M | $2.97M | Added$5.93M |
| Allworth Financial LP | 1.05M | $65.4M | $2.93M | Added$5.39M |
| Team Hewins, LLC | 920.3K | $57.5M | $2.68M | Added$2.35M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 914.1K | $57.1M | $2.66M | Added$2.4M |
| Parkwoods Wealth Partners, LLC | 912.4K | $57M | $2.53M | Added$5.3M |
| Mariner, LLC | 854.7K | $53.4M | $2.41M | Added$3.41M |
| Great Waters Wealth Management | 853.4K | $53.3M | $2.4M | Added$4.27M |
| BAYSHORE ASSET MANAGEMENT, LLC | 835.7K | $52.2M | $2.43M | Added$2.13M |
| Joel Isaacson & Co., LLC | 813.5K | $50.8M | $2.31M | Added$3.59M |
| RW Investment Management LLC | 762.7K | $47.6M | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 757.8K | $47.3M | $2.21M | Cut−$734.2K |
| Three Arch Wealth Management LLC | 738K | $46.1M | $2.15M | Added$1.78M |
| Modera Wealth Management, LLC | 733.7K | $45.8M | $2.14M | Added$1.56M |
| MONOGRAPH WEALTH ADVISORS, LLC | 731.7K | $45.7M | $2.04M | Added$4.05M |
| SAX WEALTH ADVISORS, LLC | 757.4K | $45.1M | $0 | Held |
| ENVESTNET ASSET MANAGEMENT INC | 687.8K | $43M | $1.79M | Added$6.39M |
| KEB ASSET MANAGEMENT, LLC | 687.7K | $42.9M | $2M | Added$1.83M |
| Cetera Investment Advisers | 650.7K | $40.6M | $1.82M | Added$3.41M |
| Tumwater Wealth Management, LLC | 628.7K | $39.3M | $1.83M | Added$1.69M |
| JONES FINANCIAL COMPANIES LLLP | 633.9K | $39M | $887.7K | Added$12.6M |
| JPMORGAN CHASE & CO | 625.1K | $38.3M | $1.05M | Cut−$191.5K |
| Richard Young Associates, Ltd. | 559K | $34.9M | $1.61M | Added$1.94M |
| Aspen Wealth Management LLC | 536.2K | $33.5M | $1.53M | Added$2.23M |
| EnRich Financial Partners LLC | 521.6K | $32.6M | $1.52M | Added$1.14M |
| Financial Harvest, LLC | 507.6K | $31.7M | $1.42M | Added$2.68M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 488.6K | $30.5M | $1.4M | Added$1.78M |
| Beaird Harris Wealth Management, LLC | 484.9K | $30.3M | $1.41M | Added$698.2K |
| Forvis Mazars Wealth Advisors, LLC | 483.4K | $30.2M | $1.41M | Added$60.8K |
| First Command Advisory Services, Inc. | 479.4K | $29.9M | $1.4M | Added$1.04M |
| TCI Wealth Advisors, Inc. | 470.8K | $29.4M | $1.37M | Added$947.9K |
| Planning Center, Inc. | 467.6K | $29.2M | $1.34M | Added$1.75M |
| ASSETMARK, INC | 467K | $29.2M | $1.33M | Added$1.93M |
| Confluence Wealth Services, Inc. | 457K | $28.5M | $1.24M | Added$3.15M |
| UBS Group AG | 452.5K | $28.3M | $1.28M | Added$2.01M |
| COMMONWEALTH EQUITY SERVICES, LLC | 451.8K | $28.2M | $1.25M | Added$2.66M |
| Summit Financial Strategies, Inc. | 446.3K | $27.9M | $1.2M | Added$3.3M |
| NorthAvenue LLC | 440.9K | $27.5M | $1.28M | Added$943.6K |
| AE Wealth Management LLC | 440.6K | $27.5M | $1.24M | Added$2.07M |
| Conrad Siegel Investment Advisors, Inc. | 440.5K | $27.5M | $1.24M | Added$2.08M |
| Babb Wealth Advisors LLC | 438.2K | $27.4M | $1.25M | Added$1.85M |
| Squire Investment Management Company, LLC | 433.1K | $27M | $1.26M | Added$1.25M |
| Watchman Group, Inc. | 430.5K | $26.9M | $1.25M | Added$1.12M |
| Allen Capital Group, LLC | 418.6K | $26.1M | $1.19M | Added$1.8M |
| Disciplined Equity Management, Inc. | 414.2K | $25.9M | $1.21M | Added$980K |
| TFC Financial Management, Inc. | 409K | $25.5M | $1.19M | Added$256K |
| Meritas Wealth Management, LLC | 405K | $25.3M | $1.18M | Added$859.7K |
| TFO Wealth Partners, LLC | 396.9K | $24.8M | $1.15M | Added$1.18M |
| Foster Group, Inc. | 394.2K | $24.6M | $1.15M | Added$686.9K |
| Icahn Capital | 391K | $24.4M | $861.9K | Added$6.78M |
| Cambridge Financial Group, LLC | 390K | $24.4M | $2.26M | Added$4.66M |
| Lauterbach Financial Advisors, LLC | 389.5K | $24.3M | $1.13M | Added$731.1K |
| EXENCIAL WEALTH ADVISORS, LLC | 375.7K | $23.5M | $1.09M | Added$730.7K |
| Henrickson Nauta Wealth Advisors, Inc. | 374K | $23.4M | $284.1K | Cut−$20.6M |
| Elser Financial Planning, Inc | 369.3K | $22.9M | — | New |
| MASTER'S WEALTH MANAGEMENT INC. | 364.3K | $22.8M | $1.05M | Added$1.2M |
| Sterling Wealth Management, Inc. | 364.2K | $22.7M | $1.02M | Added$1.9M |
| Guardian Wealth Management, LLC | 357.1K | $22.3M | $1.04M | Added$760.2K |
| Triune Financial Partners, LLC | 355.7K | $22.2M | −$341.4K | Cut−$110.7K |
| ECLECTIC ASSOCIATES INC /ADV | 349.6K | $21.8M | $844.7K | Added$4.54M |
| Visionary Wealth Advisors | 346.6K | $21.6M | $988.1K | Added$1.43M |
| CHOREO, LLC | 345.6K | $21.6M | $794.8K | Added$323.3K |
| Tillman Hartley LLC | 340.6K | $21.3M | $991.1K | Added$694.4K |
| Pathstone Holdings, LLC | 336.7K | $21M | $979.7K | Cut−$3.2M |
| KELLY FINANCIAL GROUP LLC | 327.4K | $20.4M | $948.3K | Added$1.02M |
| Financial Engines Advisors L.L.C. | 325.7K | $20.3M | $947.7K | Cut−$53K |
| Equitable Holdings, Inc. | 340.9K | $20.3M | $0 | Cut−$83.8K |
| RS CRUM INC. | 321.9K | $20.1M | $936.8K | Added$925.2K |
| KILNER CAPITAL ADVISORS, LLC | 318.2K | $19.9M | $925.9K | Added$531.7K |
| CARDIFF PARK ADVISORS, LLC | 317.2K | $19.8M | $889.8K | Added$1.61M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 310.5K | $19.4M | $876.9K | Added$1.45M |
| Beacon Pointe Advisors, LLC | 307.1K | $19.2M | $858.2K | Added$1.62M |
| TRUIST FINANCIAL CORP | 306.8K | $19.2M | $844.1K | Added$1.89M |
| Prism Advisors, Inc. | 303.1K | $18.9M | $882.1K | Cut−$384.3K |
| Keyes, Stange & Wooten Wealth Management, LLC | 299.4K | $18.7M | $845.1K | Added$1.41M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 298.8K | $18.7M | $606.2K | Added$6.26M |
| DOPKINS WEALTH MANAGEMENT, LLC | 297.2K | $18.6M | $864.9K | Cut−$1.19M |
| BlueSky Wealth Advisors, LLC | 294.5K | $18.4M | $856.9K | Added$794.5K |
| Atlantic Union Bankshares Corp | 294.1K | $18.4M | $853.1K | Added$913K |
| RF&L WEALTH MANAGEMENT, LLC | 289.8K | $18.1M | $843.3K | Added$699.9K |
| WPWealth LLP | 285.1K | $17.8M | $829.6K | Added$182.5K |
| LIBRA WEALTH LLC | 280.1K | $17.5M | $815K | Cut−$322.1K |
| Aspen Capital Management, LLC | 277.3K | $17.3M | $806.8K | Cut−$119.7K |
| Tiller Private Wealth, Inc. | 276K | $17.2M | $787.2K | Added$1.13M |
| ROYAL BANK OF CANADA | 271.2K | $16.9M | $662.6K | Added$3.39M |
| Farther Finance Advisors, LLC | 268.6K | $16.8M | $702.7K | Added$3.33M |
| BlackRock, Inc. | 254.6K | $15.9M | $421.3K | Added$7.28M |
| Quantum Financial Advisors, LLC | 253.1K | $15.8M | $736.5K | Added$527.2K |
| D.A. DAVIDSON & CO. | 253.1K | $15.8M | $560.9K | Added$4.33M |
| Graver Capital Management, LLC | 246.5K | $15.4M | $681.3K | Added$1.45M |
| MORGAN STANLEY | 245.2K | $15.3M | $685.7K | Added$1.29M |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 236K | $14.7M | $670.4K | Added$1.02M |
| Altiora Financial Group, LLC | 235K | $14.7M | $683.8K | Added$613.7K |
| McLean Asset Management Corp | 231K | $14.4M | −$106.3K | Cut−$301K |
| OLIO Financial Planning | 230.3K | $14.4M | $658.8K | Added$902K |
| JDH Wealth Management, LLC | 222.9K | $13.9M | $648.8K | Added$459.2K |
| HMV Wealth Advisors, LLC | 221.6K | $13.8M | $644.8K | Added$437.9K |
| Ruedi Wealth Management, Inc. | 216.5K | $13.5M | $608.2K | Added$1.08M |
| ShankerValleau Wealth Advisors, Inc. | 215.3K | $13.4M | $619.4K | Added$774.6K |
| Larson Financial Group LLC | 215K | $13.4M | $625.6K | Cut−$262.9K |
| Wealth Management Nebraska | 215K | $13.4M | $625.6K | Added$554.1K |
| FIDUCIARY FINANCIAL GROUP, LLC | 210.7K | $13.2M | $584.8K | Added$1.19M |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 206.2K | $12.9M | $600K | Cut−$416.8K |
| Capstone Wealth Management, LLC | 202.8K | $12.7M | $590.2K | Added$565.9K |
| MISSION WEALTH MANAGEMENT, LP | 199.7K | $12.5M | $559K | Added$1.03M |
| Crestmont Private Wealth LLC | 194.8K | $12.2M | $551.5K | Added$879.4K |
| Navigation Group, LLC | 193K | $12.1M | — | Held |
| Moisand Fitzgerald Tamayo, LLC | 190.2K | $11.9M | $553.5K | Added$267K |
| ASPIRIANT, LLC | 188.3K | $11.8M | $548.1K | Added$373.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 187.2K | $11.7M | $502.6K | Added$1.41M |
| VESTIA PERSONAL WEALTH ADVISORS | 185.3K | $11.6M | −$331.6K | Cut−$439K |
| PINNEY & SCOFIELD, INC. | 179.9K | $11.2M | $523.4K | Added$476.9K |
| Spire Wealth Management | 178.3K | $11.1M | $512.4K | Added$651K |
| Robertson Stephens Wealth Management, LLC | 175.8K | $11M | $511.6K | Added$455.7K |
| SOL Capital Management CO | 222.3K | $11M | $2.04M | Added$11M |
| OSAIC HOLDINGS, INC. | 174K | $10.9M | $505.7K | Cut−$259.5K |
| MML INVESTORS SERVICES, LLC | 172.7K | $10.8M | $502.4K | Cut−$1.63M |
| Disciplined Investments, LLC | 170.1K | $10.6M | $477.7K | Added$850.7K |
| OMNI 360 Wealth, Inc. | 168.8K | $10.5M | −$71K | Added$838.9K |
| VANCE WEALTH, LLC | 166.4K | $10.4M | $476.8K | Added$634.8K |
| New England Private Wealth Advisors LLC | 158.2K | $9.88M | $458.6K | Added$498.1K |
| Efficient Advisors, LLC | 155.1K | $9.69M | $451.4K | Cut−$152.4K |
| Pioneer Wealth Management Group | 153.7K | $9.6M | $419.2K | Added$1.02M |
| LEGACY FINANCIAL GROUP, INC. | 151.9K | $9.48M | $441.9K | Added$321K |
| REGIONS FINANCIAL CORP | 151.2K | $9.44M | $440K | Added$440K |
| Austin Asset Management Co Inc | 149.8K | $9.36M | $436K | Added$22.5K |
| Lutz Financial Services LLC | 149.5K | $9.34M | $435.1K | Added$269.5K |
| Pillar Financial Advisors, LLC | 148.4K | $9.27M | $432K | Added$403.8K |
| McKinley Carter Wealth Services, Inc. | 147.1K | $9.19M | $427.3K | Added$444.9K |
| Twin Cities Retirement Group LLC | 145.4K | $9.08M | $399.4K | Added$904.8K |
| American Investment Services, Inc. | 142.7K | $8.91M | $415.1K | Added$247.6K |
| MATHER GROUP, LLC. | 141.8K | $8.85M | $412.5K | Cut−$92.9K |
| Gradient Capital Advisors, LLC | 138.5K | $8.65M | $403.2K | Added$282.6K |
| CAPTRUST FINANCIAL ADVISORS | 138.4K | $8.65M | $402.9K | Cut−$228.3K |
| Strategic Investment Solutions, Inc. /IL | 137.3K | $8.56M | $379.4K | Added$446.7K |
| JUNCTURE WEALTH STRATEGIES, LLC | 136.6K | $8.53M | $397.6K | Added$70.4K |
| Vawter Financial, Ltd. | 135.6K | $8.47M | $394.6K | Cut−$404.1K |
| LIBERTY WEALTH MANAGEMENT LLC | 134.2K | $8.38M | $390.5K | Added$224.8K |
| DiNuzzo Private Wealth, Inc. | 133.9K | $8.36M | $389.8K | Added$317.4K |
| City State Bank | 133.8K | $8.36M | $353.9K | Added$1.12M |
| Kestra Advisory Services, LLC | 133.8K | $8.35M | $300.9K | Added$2.2M |
| Avondale Wealth Management | 133.5K | $8.34M | $373K | Added$705.2K |
| SCRATCH CAPITAL LLC | 131.8K | $8.23M | $383.6K | Added$369.4K |
| Stratos Wealth Partners, LTD. | 131.2K | $8.19M | $373.4K | Added$555.5K |
| Lakeshore Financial Planning, Inc. | 129.9K | $8.11M | $358.3K | Added$782.5K |
| OPPENHEIMER & CO INC | 128.8K | $8.04M | $368.3K | Added$508.3K |
| Rather & Kittrell, Inc. | 126.5K | $7.9M | $368K | Added$261.7K |
| Mason Investment Advisory Services, Inc. | 120.3K | $7.51M | $349.8K | Added$351.7K |
| SACHEM HILL LLC | 117.6K | $7.34M | $342.1K | Added$249.7K |
| WATERSHED PRIVATE WEALTH LLC | 117.2K | $7.32M | $340.9K | Cut−$154.6K |
| Zhang Financial LLC | 116.2K | $7.26M | $338.2K | Cut−$588.8K |
| Capstone Wealth Management, Inc. | 111.2K | $6.99M | $328.1K | Added$1.02M |
| Parkshore Wealth Management, Inc. | 111.8K | $6.98M | $324.3K | Added$344.2K |
| Seneschal Advisors, LLC | 110.2K | $6.88M | $318.1K | Added$370.5K |
| CWM, LLC | 106.6K | $6.66M | $6.03M | Added$6.65M |
| Valued Wealth Advisors LLC | 105.4K | $6.58M | $303K | Added$381.3K |
| FMB WEALTH MANAGEMENT | 105.3K | $6.58M | $306.4K | Added$273.3K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 104.6K | $6.53M | $301.1K | Added$370.4K |
| TAGStone Capital, Inc. | 104.1K | $6.5M | $299.7K | Added$372K |
| Ariadne Wealth Management, LP | 104.1K | $6.5M | −$341.4K | Cut−$341.4K |
| Arkadios Wealth Advisors | 103.1K | $6.44M | $198.4K | Added$2.38M |
| BWM Planning, LLC | 101K | $6.31M | $293.8K | Cut−$1.08M |
| COGENT STRATEGIC WEALTH LLC | 100.7K | $6.29M | −$91.7K | Cut−$93.5K |
| Quantum Financial Planning Services, Inc. | 100.3K | $6.26M | $256.7K | Added$1.01M |
| STIFEL FINANCIAL CORP | 99.9K | $6.24M | $290.6K | Added$205.4K |
| Quantinno Capital Management LP | 99.3K | $6.2M | $289.1K | Cut−$164.1K |
| Mills Wealth Advisors LLC | 95.9K | $5.99M | $264K | Added$588.6K |
| CLARIS ADVISORS, LLC / MO / | 94.3K | $5.89M | $272.7K | Added$309.5K |
| TRB Wealth Management, LLC | 94K | $5.87M | — | Held |
| Vestment Financial LLC | 88K | $5.86M | $361K | Added$317.2K |
| SwitchPoint Financial Planning, LLC | 92.2K | $5.76M | $268K | Added$276.1K |
| Greenspring Advisors, LLC | 91.9K | $5.74M | $267.4K | Added$220.6K |
| Weinberger Asset Management, Inc | 91.6K | $5.72M | $252.2K | Added$557.3K |
| Gibson Capital, LLC | 90K | $5.62M | $262K | Added$242.4K |
| Glassy Mountain Advisors, Inc. | 90K | $5.62M | $261.8K | Added$215.4K |
| CogentBlue Wealth Advisors, LLC | 89.2K | $5.57M | $259.5K | Added$184.4K |
| Cherry Tree Wealth Management, LLC | 88.6K | $5.53M | $257.7K | Added$139.1K |
| Baird Financial Group, Inc. | 87.8K | $5.48M | $255.4K | Cut−$934.2K |
| Burk Holdings LLC | 87.2K | $5.45M | $235.5K | Added$627.9K |
| STUDIO INVESTMENT MANAGEMENT LLC | 87.1K | $5.44M | $245.7K | Added$413.8K |
| 1900 WEALTH MANAGEMENT LLC | 84.9K | $5.3M | $247.1K | Added$240.8K |
| Lionshead Wealth Management, LLC | 84.8K | $5.3M | $246.1K | Added$261.6K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 84.1K | $5.25M | $244.8K | Cut−$69.1K |
| Porter White Investment Advisors, Inc. | 83.8K | $5.23M | $243.9K | Added$208.4K |
| Shearwater Capital LLC | 82.1K | $5.13M | $238.9K | Added$219.1K |
| WorthPointe, LLC | 81.9K | $5.11M | $238.3K | Cut−$804.4K |
| Bragg Financial Advisors, Inc | 80.9K | $5.05M | $235.5K | Cut−$34.5K |
| CLUNE & ASSOCIATES, LTD. | 80.7K | $5.04M | $234.7K | Cut−$245.1K |
| Passive Capital Management, LLC. | 78.9K | $4.93M | $224K | Added$340.9K |
| B&D White Capital Company, LLC | 78.5K | $4.9M | $228.5K | Cut−$826K |
| Broadhurst Jeffrey B | 78.2K | $4.88M | $227.6K | Added$140.9K |
| White Wing Wealth Management | 77.7K | $4.85M | $226K | Cut−$60.8K |
| Aviance Capital Partners, LLC | 77.2K | $4.82M | $206.8K | Added$589.4K |
| Fortitude Family Office, LLC | 76.1K | $4.75M | $200.4K | Added$649.2K |
| RTD Financial Advisors, Inc. | 75.9K | $4.74M | $220.8K | Cut−$82.2K |
| Verdence Capital Advisors LLC | 75.6K | $4.72M | $220.1K | Added$220.1K |
| Bedel Financial Consulting, Inc. | 75.2K | $4.69M | $193.7K | Added$732.1K |
| BBR PARTNERS, LLC | 74.7K | $4.67M | $217.5K | Added$217.5K |
| SC&H Financial Advisors, Inc. | 74.6K | $4.66M | $217.1K | Added$120.2K |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 74.3K | $4.64M | $195.9K | Added$631.4K |
| Integras Partners LLC | 74.1K | $4.63M | $18.5K | Added$4.25M |
| Physician Wealth Solutions Inc. | 73.5K | $4.59M | $213.8K | Added$213.8K |
| Total Clarity Wealth Management, Inc. | 72.3K | $4.51M | — | New |
| Private Wealth Management Group, LLC | 71.8K | $4.48M | $208.8K | Added$158.3K |
| Frankly Finances, LLC | 71.6K | $4.47M | $208.3K | Added$208.3K |
| Ares Financial Consulting, LLC | 70.7K | $4.43M | $205.5K | Added$484K |
| Pacific Asset Management, LLC | 70.9K | $4.43M | $206.2K | Added$20.4K |
| ELEVATE WEALTH ADVISORY, INC | 70.5K | $4.4M | $205.1K | Added$128.1K |
| Diversified Portfolios, Inc. | 69.7K | $4.35M | $202.8K | Added$110.1K |
| HB Wealth Management, LLC | 69.5K | $4.34M | $202.2K | Added$163.7K |
| Hill Investment Group Partners, LLC | 69.2K | $4.32M | $201.2K | Added$201.2K |
| Level Financial Advisors | 69.1K | $4.31M | $200.9K | Added$167.1K |
| Rooted Wealth Advisors, Inc. | 62.6K | $4.17M | $38.2K | Added$1.59M |
| MAI Capital Management | 66.4K | $4.15M | $192.2K | Added$214.8K |
| InTrack Investment Management Inc | 65.4K | $4.09M | $190.4K | Added$75K |
| Belleair Asset Management, LLC | 64.8K | $4.04M | $187.4K | Added$210.2K |
| Klingman & Associates, LLC | 64.3K | $4.02M | $187.2K | Added$181.5K |
| Certified Advisory Corp | 63.8K | $3.98M | $165.9K | Added$588.4K |
| Burton Enright Welch | 62.3K | $3.89M | $181.2K | Added$184.5K |
| Vistica Wealth Advisors, LLC | 60.5K | $3.78M | $176.2K | Cut−$286.9K |
| Vantage Point Financial LLC | 60.4K | $3.77M | $175.7K | Added$122.6K |
| Compound Planning, Inc. | 59.4K | $3.71M | $155.6K | Added$525.7K |
Who left
- McMill Wealth Management$16.6M
- TWO SIGMA INVESTMENTS, LP$14.5M
- AXXCESS WEALTH MANAGEMENT, LLC$5.29M
- Westwood Wealth Management$5.03M
- TIAA TRUST, NATIONAL ASSOCIATION$1.19M
- Summit Trail Advisors, LLC$1.03M
- Francis Financial, Inc.$679.3K
- Kaufman Rossin Wealth, LLC$640.6K
- MARSHALL WACE, LLP$574.7K
- M&T Bank Corp$508.3K
- Empowered Funds, LLC$376K
- Chico Wealth RIA$348.9K
- STEPHENS INC /AR/$311.2K
- Diversify Advisory Services, LLC$311.1K
- Linscomb Wealth, Inc.$298.9K
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.