Stock
Reported value
$31.7B
Holders
1,156
+60 new · −39 exited
Holders’ est. mark
−$428M
Price effect on 245 books still in the name
Largest holder
$2.73B
MERCER GLOBAL ADVISORS INC /ADV
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $84.6M
- Renaissance Technologies0.0% · $3.76M
- Fidelity0.0% · $16.8M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 70.3M | $2.73B | −$47M | Added$183.6M |
| Focus Partners Wealth | 42.6M | $1.66B | −$25.9M | Cut−$30.7M |
| Forum Financial Management, LP | 42.3M | $1.64B | −$30M | Added$19M |
| Focus Partners Advisor Solutions, LLC | 17.8M | $693.5M | −$11.6M | Added$62.5M |
| LPL Financial LLC | 17.5M | $680.3M | −$12.8M | Cut−$22.1M |
| Apella Capital, LLC | 15.7M | $661.8M | $34.8M | Added$111M |
| Greenspring Advisors, LLC | 13.4M | $519.3M | −$9.67M | Cut−$5.34M |
| ENVESTNET ASSET MANAGEMENT INC | 13.3M | $515.3M | −$8.83M | Added$36.5M |
| Savant Capital, LLC | 12.4M | $481.4M | −$5.86M | Added$163.7M |
| Rockwood Wealth Management, LLC | 12.1M | $469.3M | −$8.47M | Added$10.1M |
| Plancorp, LLC | 10.3M | $418.5M | $9.3M | Added$5.65M |
| SJS Investment Consulting Inc. | 9.23M | $358.7M | −$6.65M | Cut−$1.99M |
| Geometric Wealth Advisors | 8.7M | $338M | −$6.26M | Cut−$1.36M |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.34M | $324M | −$5.81M | Added$9M |
| Allworth Financial LP | 7.71M | $299.6M | −$4.35M | Added$63.5M |
| Wealthspire Advisors, LLC | 7.5M | $291.6M | −$5.48M | Cut−$6.19M |
| MONOGRAPH WEALTH ADVISORS, LLC | 6.84M | $265.7M | −$4.88M | Added$898.4K |
| Symmetry Partners, LLC | 6.69M | $260.2M | −$4.75M | Added$2.81M |
| Beacon Pointe Advisors, LLC | 5.9M | $229.3M | −$4.31M | Cut−$7.27M |
| BANK OF AMERICA CORP /DE/ | 5.87M | $228.1M | −$3.89M | Added$16.9M |
| Capstone Financial Advisors, Inc. | 5.55M | $215.6M | −$4M | Cut−$1.41M |
| HighTower Advisors, LLC | 5.43M | $211.2M | −$3.97M | Cut−$16M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 4.9M | $198.5M | −$29 | Added$2.38M |
| Vestmark Advisory Solutions, Inc. | 5.04M | $195.7M | −$3.5M | Added$6.14M |
| GeoWealth Management, LLC | 4.95M | $192.5M | −$3.54M | Added$684.4K |
| AWM CAPITAL, LLC | 4.85M | $188.5M | −$3.47M | Added$332K |
| Modera Wealth Management, LLC | 4.83M | $187.7M | −$3.53M | Cut−$4.19M |
| TFO Wealth Partners, LLC | 4.66M | $181.3M | −$3.11M | Added$12.7M |
| RAYMOND JAMES FINANCIAL INC | 4.61M | $179.2M | −$3.33M | Cut−$1.19M |
| Cerity Partners LLC | 4.46M | $173.4M | −$2.89M | Added$15.2M |
| Asset Dedication, LLC | 4.46M | $173.2M | −$3.18M | Added$990.7K |
| Baird Financial Group, Inc. | 4.41M | $171.5M | −$3.22M | Cut−$12.2M |
| Corient Private Wealth LLC | 4.21M | $163.4M | −$3.08M | Cut−$15.4M |
| Pure Financial Advisors, LLC | 4.19M | $162.7M | −$3.06M | Cut−$5.58M |
| Stratos Investment Management, LLC | 4.18M | $162.5M | −$2.97M | Added$1.61M |
| Mariner, LLC | 4.12M | $160M | −$2.76M | Added$11M |
| JFS WEALTH ADVISORS, LLC | 4.05M | $157.2M | −$2.72M | Added$9.73M |
| Austin Asset Management Co Inc | 4.04M | $157.1M | −$2.94M | Cut−$2.57M |
| OneDigital Investment Advisors LLC | 4.03M | $156.7M | −$2.88M | Added$752.2K |
| Evanson Asset Management, LLC | 3.99M | $155.1M | −$2.91M | Cut−$3.33M |
| CARDIFF PARK ADVISORS, LLC | 3.84M | $149.1M | −$2.8M | Cut−$7.93M |
| Rockbridge Investment Management, LCC | 3.81M | $148.2M | −$2.58M | Added$8.51M |
| DecisionPoint Financial, LLC | 3.79M | $147.3M | −$2.73M | Cut−$959.8K |
| McGlone Suttner Wealth Management, Inc. | 3.78M | $147M | −$2.73M | Cut−$1.22M |
| United Wealth Management, LLC | 3.76M | $146.2M | −$2.64M | Added$3.3M |
| Burton Enright Welch | 3.74M | $145.5M | −$2.69M | Cut−$130.9K |
| Triune Financial Partners, LLC | 3.68M | $143.2M | −$6.61M | Cut−$4.49M |
| Onyx Financial Advisors, LLC | 3.68M | $142.9M | −$2.65M | Cut−$741.4K |
| Financial Plan, Inc. | 3.54M | $137.4M | −$2.44M | Added$5.32M |
| Millburn Ridgefield LLC /DE/ | 3.32M | $129.2M | −$2.15M | Added$12.8M |
| Catalyst Capital Advisors LLC | 3.32M | $129.2M | −$2.15M | Added$12.8M |
| Zhang Financial LLC | 3.26M | $126.8M | −$2.38M | Cut−$4.69M |
| Syverson Strege & Co | 3.18M | $123.6M | −$2.32M | Cut−$4.08M |
| Integrated Wealth Concepts LLC | 3.14M | $122.1M | −$1.87M | Added$20.8M |
| Financial Engines Advisors L.L.C. | 3.11M | $120.8M | −$2.24M | Cut−$609.7K |
| Conrad Siegel Investment Advisors, Inc. | 3.08M | $119.8M | −$2.21M | Cut−$222.1K |
| BCU Wealth Advisors, LLC | 3.06M | $118.9M | −$2.12M | Added$3.82M |
| Core Wealth Management, Inc. | 3.05M | $118.7M | −$2.21M | Cut−$1.21M |
| ROYAL BANK OF CANADA | 3.02M | $117.3M | −$2.2M | Cut−$5.83M |
| Integrity Advisory Solutions, LLC | 3.02M | $117.3M | −$1.99M | Added$9.39M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.98M | $116.9M | −$3.91M | Cut−$59.1M |
| Altiora Financial Group, LLC | 2.89M | $112.3M | −$2.11M | Cut−$2.56M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.86M | $111.1M | −$2.06M | Cut−$806.9K |
| Private Advisor Group, LLC | 2.85M | $110.8M | −$2.01M | Added$1.96M |
| BetterWealth, LLC | 2.83M | $110M | −$2.04M | Cut−$901.4K |
| Creative Planning | 2.76M | $107.3M | −$1.76M | Added$11.6M |
| RAM Investment Partners, LLC | 2.74M | $106.5M | −$1.99M | Cut−$1.68M |
| HFM Investment Advisors, LLC | 2.62M | $101.8M | −$1.89M | Cut−$413K |
| Warwick Investment Management, Inc. | 2.6M | $101M | −$1.9M | Cut−$2.18M |
| Eaton-Cambridge Inc. | 2.6M | $100.9M | −$1.86M | Cut−$259.8K |
| New Capital Management LP | 2.56M | $99.4M | −$1.87M | Cut−$5.96M |
| INTEGRITY ALLIANCE, LLC. | 2.49M | $96.9M | −$1.75M | Added$1.72M |
| ARK & TLK INVESTMENTS, LLC | 2.47M | $96M | −$1.67M | Added$5.42M |
| Kestra Advisory Services, LLC | 2.46M | $95.7M | −$1.59M | Added$9.7M |
| Porter White Investment Advisors, Inc. | 2.44M | $94.8M | −$1.77M | Cut−$1.03M |
| Prudent Man Investment Management, Inc. | 2.38M | $94.3M | $0 | Cut−$44.9K |
| Meridian Wealth Partners, LLC | 2.38M | $92.5M | −$1.74M | Cut−$5.95M |
| TCI Wealth Advisors, Inc. | 2.36M | $91.8M | −$1.65M | Added$2.35M |
| Discipline Wealth Solutions, LLC | 2.33M | $90.7M | −$1.17M | Added$27.3M |
| LRI Investments, LLC | 2.31M | $89.8M | −$1.69M | Cut−$2.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.3M | $89.3M | −$3.75M | Cut−$87.4M |
| Ruedi Wealth Management, Inc. | 2.29M | $89M | −$1.67M | Cut−$3.38M |
| ASSETMARK, INC | 2.29M | $89M | −$1.67M | Cut−$1.64M |
| Heritage Investment Group, Inc. | 2.27M | $88.4M | −$1.66M | Cut−$3M |
| OSAIC HOLDINGS, INC. | 2.27M | $88.3M | −$1.66M | Cut−$54.9M |
| ShankerValleau Wealth Advisors, Inc. | 2.26M | $87.9M | −$1.62M | Cut−$214.5K |
| Parkshore Wealth Management, Inc. | 2.26M | $87.6M | −$1.43M | Added$10.3M |
| Sensible Money, LLC | 2.21M | $85.9M | −$1.48M | Added$5.51M |
| Verisail Partners, LLC | 2.19M | $85.1M | −$1.58M | Cut−$827.9K |
| KEB ASSET MANAGEMENT, LLC | 2.19M | $85.1M | −$1.55M | Added$1.08M |
| SC&H Financial Advisors, Inc. | 2.18M | $84.9M | −$1.59M | Cut−$1.16M |
| Icahn Capital | 2.18M | $84.6M | −$1.1M | Added$24.9M |
| MASECO LLP | 2.11M | $82.1M | −$1.23M | Added$14.2M |
| SAX WEALTH ADVISORS, LLC | 2.04M | $80.9M | −$15 | Cut−$486.4K |
| Monument Group Wealth Advisors, LLC | 2.03M | $78.7M | −$1.44M | Added$827.8K |
| Safeguard Investment Advisory Group, LLC | 2.02M | $78.6M | −$1.48M | Cut−$7.75M |
| VANCE WEALTH, LLC | 1.96M | $76.1M | −$1.39M | Added$674.7K |
| MASTER'S WEALTH MANAGEMENT INC. | 1.94M | $75.3M | −$1.37M | Added$1.12M |
| Planning Center, Inc. | 1.88M | $73M | −$1.37M | Cut−$3.1M |
| Cetera Investment Advisers | 1.87M | $72.6M | −$1.36M | Cut−$1.04M |
| Mattern Wealth Management LLC | 1.85M | $72M | −$1.34M | Cut−$566.6K |
| JPMORGAN CHASE & CO | 1.9M | $72M | −$3.1M | Added$3.08M |
| GRAND WEALTH MANAGEMENT, LLC | 1.85M | $71.9M | −$1.35M | Cut−$10.7M |
| CAPSTONE CAPITAL LLC | 1.84M | $71.5M | −$1.33M | Cut−$398.1K |
| Financial Symmetry Inc | 1.68M | $71.3M | $4.46M | Added$8.71M |
| HB Wealth Management, LLC | 1.83M | $71.2M | −$1.33M | Cut−$868.1K |
| Straight Path Wealth Management | 1.82M | $70.7M | −$1.24M | Added$3.36M |
| BAKER BOYER NATIONAL BANK | 1.81M | $70.3M | −$1.3M | Cut−$410.9K |
| Chico Wealth RIA | 1.8M | $69.8M | −$1.23M | Added$3.08M |
| BRIGHTON JONES LLC | 1.77M | $68.7M | −$1.29M | Cut−$6.03M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.72M | $66.8M | −$1.25M | Cut−$4.45M |
| WorthPointe, LLC | 1.72M | $66.8M | −$1.25M | Cut−$1.47M |
| Shearwater Capital LLC | 1.7M | $66.2M | −$1.24M | Cut−$784.4K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1.7M | $66M | −$1.24M | Cut−$7.18M |
| UBS Group AG | 1.68M | $65.2M | −$1.01M | Added$10.7M |
| CLARIS ADVISORS, LLC / MO / | 1.65M | $64.2M | −$1.2M | Cut−$1.05M |
| Tillman Hartley LLC | 1.63M | $63.5M | −$1.19M | Cut−$1.54M |
| FIFTH THIRD BANCORP | 1.63M | $63.4M | −$34.5K | Added$61.5M |
| Creative Capital Management Investments LLC | 1.62M | $63.1M | −$1.16M | Added$375.4K |
| Farther Finance Advisors, LLC | 1.58M | $61.9M | −$489.9K | Added$20.6M |
| WNY Asset Management, LLC | 1.59M | $61.8M | — | Held |
| Glassman Wealth Services | 1.58M | $61.3M | −$1.12M | Added$747K |
| Strathmore Capital Advisors, Inc. | 1.44M | $60.9M | $3.69M | Added$5.07M |
| Ballentine Capital Advisors, Inc | 1.57M | $60.8M | −$1.13M | Cut−$524.8K |
| Smartleaf Asset Management LLC | 1.59M | $60M | −$3.33M | Cut−$3.79M |
| Perigon Wealth Management, LLC | 1.54M | $59.7M | −$1.12M | Cut−$1.43M |
| Forvis Mazars Wealth Advisors, LLC | 1.52M | $59.1M | −$1.11M | Cut−$3.56M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.52M | $58.9M | −$1.11M | Cut−$3.62M |
| Morton Capital Management LLC/CA | 1.51M | $58.6M | −$1.04M | Added$2.41M |
| Wealth Advisors Northwest LLC | 1.51M | $58.6M | −$1M | Added$4.21M |
| Aspen Capital Management, LLC | 1.49M | $58M | −$1M | Added$3.57M |
| Passive Capital Management, LLC. | 1.42M | $55.2M | −$984.6K | Added$1.76M |
| True Wealth Design, LLC | 1.4M | $54.4M | −$995.8K | Added$431K |
| Orion Porfolio Solutions, LLC | 1.39M | $54M | −$1.01M | Cut−$9.97M |
| Applied Capital LLC | 1.38M | $53.7M | −$986.6K | Added$201.4K |
| Cypress Point Wealth Management, LLC | 1.38M | $53.5M | −$954.1K | Added$1.81M |
| EARNED WEALTH ADVISORS, LLC | 1.37M | $53.3M | −$1M | Cut−$5.11M |
| EP Wealth Advisors, LLC | 1.37M | $53.2M | −$998.6K | Cut−$1.3M |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1.33M | $51.6M | −$920.7K | Added$1.63M |
| Trust Co of the South | 1.3M | $50.6M | −$941.3K | Cut−$440.7K |
| RS CRUM INC. | 1.29M | $50.1M | −$910.8K | Added$666.1K |
| Midwest Heritage Bank, FSB | 1.28M | $49.6M | −$901.6K | Added$694.9K |
| DEMMING FINANCIAL SERVICES CORP /ADV | 1.24M | $48.2M | −$888.2K | Cut−$8.27K |
| Lauterbach Financial Advisors, LLC | 1.23M | $47.7M | −$895.5K | Cut−$1.81M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 1.21M | $47M | −$820K | Added$2.49M |
| Vestment Financial LLC | 1.11M | $46.7M | $1.5M | Added$4.49M |
| Vannoy Advisory Group, Inc. | 1.18M | $45.8M | −$860K | Cut−$851K |
| CLIENT 1ST ADVISORY GROUP, LLC | 1.18M | $45.7M | −$857.1K | Cut−$808K |
| BAYSHORE ASSET MANAGEMENT, LLC | 1.17M | $45.4M | −$852.2K | Cut−$1.01M |
| Rather & Kittrell, Inc. | 1.14M | $44.3M | −$832K | Cut−$1.54M |
| FMB WEALTH MANAGEMENT | 1.14M | $44.2M | −$826.9K | Cut−$664.3K |
| Squire Investment Management Company, LLC | 1.13M | $43.7M | −$766.6K | Added$2.15M |
| Merit Financial Group, LLC | 1.12M | $43.7M | −$384.9K | Added$22.8M |
| Abel Hall, LLC | 1.11M | $43.1M | −$772.8K | Added$1.2M |
| Equitable Holdings, Inc. | 1.09M | $43.1M | −$0 | Cut−$273.6K |
| CAHILL FINANCIAL ADVISORS INC | 1.1M | $42.9M | −$753.7K | Added$2.01M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.1M | $42.8M | — | New |
| North Ridge Wealth Advisors, Inc. | 1.09M | $42.5M | −$798.4K | Cut−$1.98M |
| Momentous Wealth Management, Inc. | 1.09M | $42.3M | −$762.6K | Added$908.5K |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1.08M | $42M | −$789.2K | Cut−$2.77M |
| Johnson Wealth Management, LLC | 1.08M | $41.8M | −$745.4K | Added$1.4M |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1.06M | $41M | −$770.3K | Cut−$1.36M |
| Capstone Wealth Management, Inc. | 1.04M | $40.9M | −$362.2K | Cut−$126.3K |
| Cardinal Point Capital Management ULC | 1.03M | $39.9M | −$707.9K | Added$1.55M |
| Mills Wealth Advisors LLC | 1.03M | $39.9M | −$708.8K | Added$1.45M |
| Quantinno Capital Management LP | 1.01M | $39.1M | −$570K | Added$8.18M |
| Vantage Point Financial LLC | 1M | $39M | −$719.2K | Cut−$37.3K |
| Leonard Rickey Investment Advisors P.L.L.C. | 1M | $38.9M | −$679.1K | Added$2.05M |
| Trellis Wealth Advisors LLC | 982.7K | $38.2M | −$697.7K | Added$349.6K |
| Vested Financial Planning, LLC | 980.9K | $38.1M | −$716.1K | Cut−$774.4K |
| Chicago Partners Investment Group LLC | 897K | $37.8M | $1.3M | Added$2.74M |
| Parker Financial LLC | 969.8K | $37.5M | −$838.1K | Added$117.2K |
| Savvy Advisors, Inc. | 957.8K | $37.2M | −$488.9K | Added$10.7M |
| Wealthcare Advisory Partners LLC | 956.9K | $37.2M | −$698.6K | Cut−$24.1M |
| XY Planning Network, Inc. | 950.2K | $37.2M | −$431.3K | Added$838.3K |
| Arcadia Wealth Management, Inc. | 953.3K | $37M | −$686.9K | Cut−$209.7K |
| Rachor Investment Advisory Services, LLC | 945.8K | $36.8M | −$680.4K | Cut−$148.3K |
| Private Wealth Management Group, LLC | 933.1K | $36.3M | −$681.2K | Cut−$736.2K |
| Versant Capital Management, Inc | 921.5K | $35.8M | −$617.5K | Added$2.32M |
| Lutz Financial Services LLC | 919.6K | $35.7M | −$654.8K | Added$226K |
| DiNuzzo Private Wealth, Inc. | 917.4K | $35.6M | −$662.8K | Cut−$298.8K |
| QUARRY HILL ADVISORS, LLC | 841.9K | $35.4M | $1.99M | Added$3.92M |
| Watchman Group, Inc. | 906.4K | $35.2M | −$661.7K | Cut−$1.62M |
| DOPKINS WEALTH MANAGEMENT, LLC | 888.8K | $34.5M | −$648.8K | Cut−$2.94M |
| HTG Investment Advisors, Inc. | 881.5K | $34.3M | −$622.2K | Added$509.8K |
| MML INVESTORS SERVICES, LLC | 875.5K | $34M | −$639.1K | Cut−$4.72M |
| CSP Financial Group, LLC | 874.5K | $34M | — | Held |
| BCO Wealth Management LLC | 864K | $33.6M | −$623.7K | Cut−$252.2K |
| TRB Wealth Management, LLC | 854.6K | $33.2M | — | Held |
| B&D White Capital Company, LLC | 847.9K | $32.9M | −$619K | Cut−$1.7M |
| Babb Wealth Advisors LLC | 847.3K | $32.9M | −$595.4K | Added$639.6K |
| TRUIST FINANCIAL CORP | 834.4K | $32.4M | −$604.4K | Cut−$354.8K |
| Financial Alternatives, Inc | 833K | $32.4M | −$467.6K | Added$7.01M |
| CAPTRUST FINANCIAL ADVISORS | 830.1K | $32.3M | −$610K | Cut−$974K |
| Pacific Asset Management, LLC | 825.4K | $32.1M | −$559.5K | Added$1.73M |
| JP Wealth Management, Inc. | 809K | $31.4M | −$590.6K | Cut−$601.7K |
| LIBERTY WEALTH MANAGEMENT LLC | 807K | $31.4M | −$582.1K | Cut−$485.5K |
| UMB Bank, n.a. | 806.1K | $31.3M | −$588.4K | Cut−$655.8K |
| Old Peak Finance LLC | 803.9K | $31.2M | −$569K | Added$382.8K |
| MilWealth Group LLC | 799.9K | $31.1M | −$583.4K | Cut−$552.8K |
| Peirce Capital Management, LLC | 799.5K | $31.1M | −$583.6K | Cut−$816K |
| FIDUCIARY FINANCIAL GROUP, LLC | 798K | $31M | −$547.3K | Added$1.33M |
| Beacon Financial Strategies CORP | 790.2K | $30.7M | −$576.8K | Cut−$576.8K |
| marrick wealth, LLC | 783.8K | $30.5M | −$572.2K | Cut−$822.2K |
| Aspen Wealth Management LLC | 782.3K | $30.4M | −$517.3K | Added$2.34M |
| Efficient Advisors, LLC | 782.3K | $30.4M | −$571.1K | Cut−$22.1M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 777.4K | $30.2M | −$553.8K | Added$176.6K |
| SageOak Financial, LLC | 771.8K | $30M | −$550.5K | Added$137.8K |
| Cambridge Financial Group, LLC | 757.5K | $29.4M | $2.81M | Added$5.86M |
| Wheels Up Wealth, Inc. | 756.9K | $29.4M | −$548.2K | Cut−$321K |
| LifeGuide Financial Advisors, LLC | 756.3K | $29.4M | −$623.9K | Added$2.69M |
| Dynamic Advisor Solutions LLC | 749.2K | $29.1M | −$535.8K | Added$51K |
| AA Financial Advisors, LLC | 740.2K | $28.8M | — | New |
| SwitchPoint Financial Planning, LLC | 738.8K | $28.7M | −$521K | Added$455.1K |
| New Dimensions Wealth Management, LLC | 731.5K | $28.4M | −$532.7K | Cut−$463.9K |
| American Capital Advisory, LLC | 724.9K | $28.2M | −$513.8K | Added$304.6K |
| Robertson Stephens Wealth Management, LLC | 721.8K | $28M | −$526.9K | Cut−$642.5K |
| SCRATCH CAPITAL LLC | 720.9K | $28M | −$472.6K | Added$2.38M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 720.8K | $28M | −$526.2K | Cut−$1.36M |
| MISSION WEALTH MANAGEMENT, LP | 718.1K | $27.9M | −$503.1K | Added$620.5K |
| MATHER GROUP, LLC. | 718.1K | $27.9M | −$524.2K | Cut−$854K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 710.9K | $27.6M | −$519K | Cut−$694.3K |
| Generations Wealth, LLC | 705K | $27.4M | −$493.7K | Added$622.5K |
| AdvisorNet Financial, Inc | 701.9K | $27.3M | −$501.7K | Added$67.6K |
| CFS Investment Advisory Services, LLC | 647.5K | $27.3M | $1.47M | Added$3.94M |
| Wolfstich Capital, LLC | 711.1K | $27.2M | −$926.5K | Cut−$2.01M |
| Keudell/Morrison Wealth Management | 698.3K | $27.1M | −$330.1K | Added$9.24M |
| Longview Financial Advisors LLC | 697.1K | $27.1M | −$501.5K | Cut−$111K |
| ABLE Financial Group, LLC | 694.1K | $27M | −$506.7K | Cut−$861.3K |
| Aurelius Family Office LLC | 690.1K | $26.8M | −$890.2K | Cut−$1.62M |
| EverSource Wealth Advisors, LLC | 689.7K | $26.8M | −$503.5K | Cut−$524K |
| Retirement Solution LLC | 687K | $26.7M | −$454.7K | Added$2.04M |
| RCS Financial Planning, LLC | 683K | $26.5M | −$498.6K | Cut−$1.43M |
| Financial Harvest, LLC | 681.1K | $26.5M | −$469K | Added$1.03M |
| Parkwoods Wealth Partners, LLC | 657.4K | $25.5M | −$402.4K | Added$3.72M |
| Rehmann Capital Advisory Group | 638.5K | $24.8M | −$466.1K | Cut−$572K |
| Geneos Wealth Management Inc. | 634.6K | $24.7M | −$423K | Added$1.72M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 633.5K | $24.6M | −$427.1K | Added$1.46M |
| Wealth Management Strategies, Inc. | 630.7K | $24.5M | −$447.3K | Added$250.5K |
| Investment Advisory Group, LLC | 603.7K | $23.5M | −$436.3K | Cut−$200.9K |
| Daner Wealth Management, LLC | 543.9K | $23.4M | $814.6K | Added$4.42M |
| N.E.W. Advisory Services LLC | 600.4K | $23.3M | −$438.3K | Cut−$706.6K |
| Signature Resources Capital Management, LLC | 585.2K | $22.7M | −$401.5K | Added$963K |
| MORGAN STANLEY | 573.1K | $22.3M | −$368.9K | Added$2.26M |
| Index Fund Advisors, Inc. | 567.1K | $22M | −$169.6K | Added$12.8M |
| Corus Family Wealth Advisors | 565.8K | $22M | −$384K | Added$1.16M |
| Acorn Wealth Advisors, LLC | 557.7K | $21.7M | −$326.5K | Added$3.96M |
| Pinnacle Financial Group, LLC / IL | 552.5K | $21.5M | −$396.1K | Cut−$9.59K |
| LEGACY FINANCIAL GROUP, INC. | 549.5K | $21.4M | −$401.2K | Cut−$613.2K |
| COGENT STRATEGIC WEALTH LLC | 549.4K | $21.4M | −$939.3K | Cut−$328.7K |
Who left
- TWO SIGMA INVESTMENTS, LP$27.6M
- Forthright Family Wealth Advisory LLC$11.6M
- AXXCESS WEALTH MANAGEMENT, LLC$11M
- TrueWealth Financial Partners$6.44M
- GC Wealth Management RIA, LLC$5.35M
- McGrath & Associates, Inc.$4.54M
- TUDOR INVESTMENT CORP ET AL$3.75M
- Diversify Advisory Services, LLC$3.42M
- TIAA TRUST, NATIONAL ASSOCIATION$2.74M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.02M
- Solutions 4 Wealth, Ltd$1.09M
- Pitcairn Wealth Advisors LLC$894.8K
- Tower Research Capital LLC (TRC)$721.8K
- ROGCO, LP$505.2K
- TFB Advisors LLC$463.9K
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.