Stock
Reported value
$3.5B
Holders
450
+48 new · −15 exited
Holders’ est. mark
$121.1M
Price effect on 237 books still in the name
Largest holder
$548.7M
Focus Partners Wealth
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $5.69M
- Citadel0.0% · $2.39M
- Fidelity0.0% · $378.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Focus Partners Wealth | 13.9M | $548.7M | $19.8M | Added$25.1M |
| MATHER GROUP, LLC. | 5.74M | $226.5M | $8.27M | Added$3.4M |
| Forum Financial Management, LP | 5.61M | $221.1M | $8.07M | Cut−$147.4K |
| Focus Partners Advisor Solutions, LLC | 2.88M | $113.8M | $3.76M | Added$14M |
| RITHOLTZ WEALTH MANAGEMENT | 2.28M | $90M | $3.11M | Added$8.01M |
| BANK OF AMERICA CORP /DE/ | 2.27M | $89.5M | $1.52M | Added$49.4M |
| Cerity Partners LLC | 1.42M | $56M | $1.84M | Added$7.52M |
| Asset Dedication, LLC | 1.22M | $48.2M | $1.76M | Added$1.1M |
| NORTHERN TRUST CORP | 1.19M | $47M | $1.68M | Added$2.66M |
| Evanson Asset Management, LLC | 1.19M | $46.8M | $1.65M | Added$3.36M |
| EXENCIAL WEALTH ADVISORS, LLC | 1.17M | $46.2M | $1.26M | Added$12.9M |
| Corient Private Wealth LLC | 1.06M | $41.8M | $1.52M | Added$458.3K |
| Savant Capital, LLC | 1.02M | $40.1M | $1.42M | Added$2.66M |
| HighTower Advisors, LLC | 1M | $39.6M | $1.44M | Cut−$6.44M |
| JANE STREET GROUP, LLC | 998.7K | $39.4M | $720K | Added$20.4M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 945.4K | $38.9M | $2.38M | Added$1.09M |
| MONOGRAPH WEALTH ADVISORS, LLC | 910.1K | $35.9M | $1.29M | Added$1.89M |
| ENVESTNET ASSET MANAGEMENT INC | 906.7K | $35.8M | $1.11M | Added$6.35M |
| Creative Planning | 881.3K | $34.8M | $1.25M | Added$1.71M |
| GREAT OAK CAPITAL PARTNERS, LLC | 838.3K | $34.6M | $2.47M | Added$2.93M |
| BANK OF MONTREAL /CAN/ | 807.2K | $31.8M | $1.16M | Added$792.2K |
| Premier Financial Group | 737.4K | $29.6M | $1.52M | Added$1.62M |
| Integrated Wealth Concepts LLC | 697.5K | $27.5M | $915K | Added$3.37M |
| Planning Center, Inc. | 688.5K | $27.2M | $991.4K | Cut−$673.5K |
| DiNuzzo Private Wealth, Inc. | 646.7K | $25.5M | $931.3K | Added$417.9K |
| Integris Wealth Management, LLC | 629.4K | $24.8M | $906.4K | Added$368.3K |
| Index Fund Advisors, Inc. | 625.1K | $24.7M | $839.5K | Added$2.5M |
| MERCER GLOBAL ADVISORS INC /ADV | 570.7K | $22.5M | $354.4K | Added$13.2M |
| NorthAvenue LLC | 544.8K | $21.5M | $783.9K | Added$802.1K |
| Baker Ellis Asset Management LLC | 540.3K | $21.3M | $756.2K | Added$1.36M |
| Modera Wealth Management, LLC | 525.4K | $20.7M | $753.3K | Added$844.4K |
| Rather & Kittrell, Inc. | 515.7K | $20.3M | $735.6K | Added$926.1K |
| EARNED WEALTH ADVISORS, LLC | 514.6K | $20.3M | $701.4K | Added$1.79M |
| Sequoia Financial Advisors, LLC | 510.3K | $20.1M | $714.8K | Added$1.26M |
| Financial Harvest, LLC | 500.4K | $19.7M | $695.7K | Added$1.38M |
| Smartleaf Asset Management LLC | 513.4K | $19.6M | $24K | Added$1.29M |
| Equita Financial Network, Inc. | 459.9K | $18.1M | $662.3K | Cut−$257.3K |
| Quantum Financial Advisors, LLC | 457.3K | $18M | $658.5K | Added$361.9K |
| RAYMOND JAMES FINANCIAL INC | 456.1K | $18M | $305.2K | Added$9.94M |
| Henrickson Nauta Wealth Advisors, Inc. | 453.4K | $17.9M | $353.5K | Cut−$15.6M |
| MB Generational Wealth, LLC | 440.8K | $17.4M | $628.1K | Added$811.3K |
| KEB ASSET MANAGEMENT, LLC | 426.4K | $16.8M | $592.3K | Added$1.19M |
| Shakespeare Wealth Management, LLC | 422.8K | $16.7M | $608.8K | Cut−$159.7K |
| LRI Investments, LLC | 418.6K | $16.5M | $602.8K | Added$409.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 414.2K | $16.4M | $410K | Cut−$7.44M |
| Miramar Fiduciary Corp | 408.6K | $16.1M | $588.4K | Cut−$1.75M |
| Vestmark Advisory Solutions, Inc. | 387.1K | $15.3M | $536.3K | Added$1.12M |
| Beacon Pointe Advisors, LLC | 379K | $14.9M | $545.8K | Added$252.2K |
| William Mack & Associates, Inc. | 372.8K | $14.7M | $536.8K | Cut−$467.9K |
| Seaside Wealth Management, Inc. | 369.2K | $14.6M | $525K | Added$706.8K |
| Hill Investment Group Partners, LLC | 356.1K | $14M | $512.9K | Added$438K |
| CARDIFF PARK ADVISORS, LLC | 347.2K | $13.7M | $497.1K | Added$574.5K |
| Krilogy Financial LLC | 328.7K | $13.7M | $269.6K | Added$432.1K |
| Pathstone Holdings, LLC | 329K | $13M | $473.7K | Cut−$38.6K |
| AlphaCore Capital LLC | 324.4K | $12.8M | $467.1K | Cut−$183.4K |
| Parkwoods Wealth Partners, LLC | 322.9K | $12.7M | $344.1K | Added$3.65M |
| Sensible Money, LLC | 312.9K | $12.3M | $450.6K | Added$297.7K |
| United Wealth Management, LLC | 311.4K | $12.3M | $442.8K | Added$597.5K |
| Guardian Wealth Management, LLC | 306.1K | $12.2M | $560.1K | Cut−$240.5K |
| Twin Cities Retirement Group LLC | 307.8K | $12.1M | $429.2K | Added$814.5K |
| EXCHANGE TRADED CONCEPTS, LLC | 300K | $11.8M | — | New |
| Sterling Financial Planning, Inc. | 296.4K | $11.7M | $426.7K | Added$408.2K |
| Apella Capital, LLC | 277.8K | $11.6M | $21.4K | Added$11.4M |
| KILNER CAPITAL ADVISORS, LLC | 292.5K | $11.5M | $421.2K | Added$169.6K |
| Keyes, Stange & Wooten Wealth Management, LLC | 291.4K | $11.5M | $413K | Added$594.5K |
| Meritas Wealth Management, LLC | 290.2K | $11.4M | $406.7K | Added$713.9K |
| Physician Wealth Solutions Inc. | 284.4K | $11.2M | $409.6K | Cut−$8.96K |
| Hassell Wealth Management, LLC | 272.2K | $10.7M | −$30K | Cut−$174.1K |
| Quadcap Wealth Management, LLC | 269.6K | $10.6M | $375.6K | Added$705.2K |
| Rockefeller Capital Management L.P. | 264.8K | $10.4M | $301.8K | Added$2.48M |
| Abacus Wealth Partners, LLC | 260.3K | $10.3M | $374.8K | Cut−$310.1K |
| DRAVO BAY LLC | 258.5K | $10.2M | $372.2K | Cut−$263.1K |
| INTEGRITY ALLIANCE, LLC. | 253.1K | $9.98M | $348.3K | Added$790.8K |
| Pacific Sage Partners, LLC | 251.2K | $9.91M | $361.7K | Added$333.4K |
| Squire Investment Management Company, LLC | 245.4K | $9.68M | $311.1K | Added$1.47M |
| PINNEY & SCOFIELD, INC. | 244.2K | $9.63M | $351.6K | Added$285K |
| Financial Architects, LLC | 243.9K | $9.62M | $351.2K | Added$212.9K |
| Integrity Advisory Solutions, LLC | 242.3K | $9.56M | $337.4K | Added$655.8K |
| Financial Symmetry Inc | 230.5K | $9.52M | $733K | Added$1.05M |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 236.6K | $9.33M | — | New |
| Private Wealth Management Group, LLC | 229.1K | $9.03M | $329.9K | Cut−$472.4K |
| Yardley Wealth Management LLC | 227.8K | $8.99M | $328.1K | Added$93.7K |
| Mariner, LLC | 227.6K | $8.98M | $119.1K | Added$5.83M |
| Greenline Partners, LLC | 226.5K | $8.93M | $324.5K | Added$370.8K |
| Shotwell Rutter Baer Inc | 224.4K | $8.85M | $148.1K | Added$343 |
| Farther Finance Advisors, LLC | 218.2K | $8.71M | $404.2K | Added$622.5K |
| COLLECTIVE FAMILY OFFICE LLC | 217.5K | $8.58M | $313.2K | Added$313.3K |
| Advisory Alpha, LLC | 213K | $8.4M | $287.8K | Added$804.5K |
| SACHEM HILL LLC | 209.7K | $8.27M | $301.9K | Added$188.9K |
| CLARIS ADVISORS, LLC / MO / | 202.1K | $7.97M | $291K | Cut−$139.9K |
| EQ WEALTH ADVISORS, LLC | 200.6K | $7.91M | $288.8K | Added$215.3K |
| Aerodigm Wealth, LLC | 199.1K | $7.85M | $286.7K | Added$278.5K |
| OLD MISSION CAPITAL LLC | 194.1K | $7.66M | $37.9K | Added$6.66M |
| 25 LLC | 194.1K | $7.66M | $264.7K | Added$670.9K |
| OSAIC HOLDINGS, INC. | 189.2K | $7.47M | $272.3K | Cut−$2.22M |
| Sepio Capital, LP | 188.8K | $7.45M | — | New |
| Chicago Partners Investment Group LLC | 178.9K | $7.35M | $74.7K | Added$112.4K |
| Astra Wealth Partners LLC | 182.3K | $7.19M | $251.8K | Added$543.9K |
| LAM GROUP, INC. | 177.9K | $7.02M | $256.2K | Added$115.6K |
| Wealth Advisors Northwest LLC | 175.1K | $6.9M | $252.1K | Added$93.2K |
| Financial Engines Advisors L.L.C. | 172.8K | $6.82M | $248.9K | Cut−$417.6K |
| BetterWealth, LLC | 165.8K | $6.54M | $238.8K | Added$178.4K |
| Longview Financial Advisors LLC | 159.6K | $6.29M | $227.9K | Added$280.9K |
| Vistica Wealth Advisors, LLC | 157.8K | $6.22M | $227.2K | Cut−$42.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 153.6K | $6.06M | $221.1K | Added$102.7K |
| Mills Wealth Advisors LLC | 152.7K | $6.02M | $214.4K | Added$368.1K |
| Clarity Wealth Development LLC | 151.1K | $5.96M | $210.3K | Added$412.2K |
| Concurrent Investment Advisors, LLC | 148.9K | $5.87M | $15.1K | Added$5.47M |
| AVALON CAPITAL MANAGEMENT | 148.1K | $5.84M | $24.9K | Added$5.19M |
| STIFEL FINANCIAL CORP | 147.5K | $5.82M | $212.4K | Cut−$123.2K |
| JPMORGAN CHASE & CO | 149.3K | $5.71M | $35.3K | Added$117.4K |
| Icahn Capital | 144.3K | $5.69M | $196.9K | Added$494K |
| Foundation Wealth Management, LLC\PA | 144.2K | $5.69M | $200.8K | Added$386.8K |
| Pure Financial Advisors, LLC | 143.1K | $5.64M | $190.8K | Added$607.7K |
| LIBERTY WEALTH MANAGEMENT LLC | 142.1K | $5.61M | $204.7K | Added$92.9K |
| SAX WEALTH ADVISORS, LLC | 145.8K | $5.54M | $0 | Cut−$30.1K |
| BWM Planning, LLC | 140.4K | $5.54M | $202.2K | Cut−$182.5K |
| JONES FINANCIAL COMPANIES LLLP | 143.1K | $5.48M | $33.4K | Added$1.44M |
| Foundry Financial LLC | 137.7K | $5.43M | $168.9K | Added$975K |
| Abel Hall, LLC | 137.1K | $5.41M | $197.4K | Added$166.1K |
| LPL Financial LLC | 136.1K | $5.37M | $196K | Cut−$41.3K |
| Burk Holdings LLC | 135.6K | $5.35M | $178.2K | Added$646.2K |
| Merit Financial Group, LLC | 133.8K | $5.28M | — | New |
| Avant Financial Advisors LLC | 132.7K | $5.23M | $191.1K | Added$160.6K |
| ShankerValleau Wealth Advisors, Inc. | 128.8K | $5.08M | $185.5K | Added$136.8K |
| CWM, LLC | 127.2K | $5.02M | $5.01M | Added$5.01M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 125K | $4.93M | $180K | Added$98.4K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 123.9K | $4.89M | $178.4K | Added$43.1K |
| Visionary Wealth Advisors | 121.6K | $4.8M | $166.5K | Added$403.4K |
| Allworth Financial LP | 118.9K | $4.69M | $45.9K | Added$3.48M |
| JDH Wealth Management, LLC | 117.5K | $4.63M | $169.1K | Cut−$127.8K |
| Sterling Wealth Management, Inc. | 117.2K | $4.62M | $161.1K | Added$370.1K |
| Good Harbor Advisors, Inc. | 116.9K | $4.61M | $168.3K | Added$172.8K |
| BIP Wealth, LLC | 115.2K | $4.54M | $145.8K | Added$697.1K |
| Vestment Financial LLC | 108.5K | $4.53M | $298.3K | Added$287.9K |
| Tillman Hartley LLC | 113.5K | $4.48M | $163.4K | Added$32.6K |
| Emprise Bank | 111.4K | $4.39M | $152.5K | Added$368.4K |
| OneDigital Investment Advisors LLC | 109.1K | $4.3M | $151.3K | Added$310.4K |
| Efficient Advisors, LLC | 103.7K | $4.09M | $149.4K | Cut−$249.2K |
| Navigate Wealth Management, LLC | 99.8K | $4.08M | — | Held |
| HMV Wealth Advisors, LLC | 102.8K | $4.05M | $138K | Added$412.2K |
| Kaufman Rossin Wealth, LLC | 100.9K | $3.98M | $145.3K | Cut−$374.4K |
| Ruedi Wealth Management, Inc. | 100.9K | $3.98M | $145.3K | Cut−$166.9K |
| Aviance Capital Partners, LLC | 100.7K | $3.97M | $135K | Added$411K |
| VESTIA PERSONAL WEALTH ADVISORS | 98.9K | $3.9M | −$37.6K | Added$330.8K |
| McLean Asset Management Corp | 98.5K | $3.89M | $8.26K | Added$626.4K |
| Spire Wealth Management | 98.5K | $3.88M | $140.1K | Added$186.4K |
| Waverly Advisors, LLC | 96.4K | $3.8M | $133.6K | Added$274.4K |
| Arax Advisory Partners | 94.8K | $3.74M | $133.7K | Added$209.4K |
| BAYSHORE ASSET MANAGEMENT, LLC | 93.7K | $3.69M | $133.4K | Added$173.8K |
| QUARRY HILL ADVISORS, LLC | 87K | $3.65M | $342.7K | Added$266.2K |
| Gradient Capital Advisors, LLC | 91.3K | $3.6M | $131.5K | Cut−$31.3K |
| Golden Bell Financial Planning LLC | 88.7K | $3.5M | $122K | Added$278.1K |
| Kane Co Wealth Management, Inc. | 88.2K | $3.48M | $127K | Added$79K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 87.6K | $3.45M | — | New |
| MASTER'S WEALTH MANAGEMENT INC. | 86.6K | $3.42M | $120.5K | Added$233.8K |
| MORRIS FINANCIAL CONCEPTS, INC. | 83.4K | $3.29M | $119.6K | Added$131.4K |
| Avior Wealth Management, LLC | 81K | $3.2M | $116K | Added$135.8K |
| E6 Portfolios, LLC | 80.4K | $3.17M | $103.6K | Added$436.7K |
| Vannoy Advisory Group, Inc. | 79.5K | $3.14M | $114.6K | Added$18K |
| Corus Family Wealth Advisors | 78.4K | $3.09M | $104K | Added$350.8K |
| Burton Enright Welch | 76.8K | $3.03M | $105K | Added$256.6K |
| Glass Jacobson Investment Advisors llc | 76.6K | $3.02M | $108.6K | Added$153.1K |
| Quantinno Capital Management LP | 75.9K | $2.99M | $77.9K | Added$937.1K |
| Forvis Mazars Wealth Advisors, LLC | 75.7K | $2.98M | $109K | Cut−$520.1K |
| MML INVESTORS SERVICES, LLC | 75.5K | $2.98M | $91.5K | Added$563.6K |
| Rialto Wealth Management, LLC | 74.2K | $2.93M | $106.8K | Cut−$1.01M |
| ACTION POINT FINANCIAL PLANNING, LLC | 73.6K | $2.9M | — | Held |
| Kestra Advisory Services, LLC | 73.1K | $2.88M | $95.1K | Added$373.6K |
| CSP Financial Group, LLC | 71.1K | $2.8M | — | Held |
| Brady Martz Wealth Solutions, LLC | 70.2K | $2.77M | $101.1K | Added$97.3K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 70K | $2.76M | $100.8K | Cut−$119.9K |
| Summit Portfolio Management, LTD. | 69.8K | $2.75M | — | Held |
| Orion Porfolio Solutions, LLC | 69K | $2.72M | $99.4K | Cut−$948.3K |
| Mraz, Amerine & Associates, Inc. | 68.6K | $2.7M | $98.7K | Added$98.7K |
| Blue Trust, Inc. | 67.5K | $2.66M | $87.4K | Added$352.8K |
| Trailhead Planners LLC | 67.4K | $2.66M | $97.1K | Added$21.5K |
| RAM Investment Partners, LLC | 66.8K | $2.64M | $71.8K | Added$741.7K |
| Financially in Tune, LLC | 65.9K | $2.6M | $88.4K | Added$266.9K |
| XY Planning Network, Inc. | 63.6K | $2.54M | $112K | Added$295.6K |
| Aurelius Family Office LLC | 63.8K | $2.52M | $54.6K | Added$66.6K |
| New England Private Wealth Advisors LLC | 63.3K | $2.5M | $91.2K | Added$92.1K |
| Citadel | 60.6K | $2.39M | — | New |
| AA Financial Advisors, LLC | 60K | $2.37M | — | New |
| Cambridge Financial Group, LLC | 58.6K | $2.31M | $689K | Added$199K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 57.8K | $2.28M | $82.6K | Added$99.6K |
| DOPKINS WEALTH MANAGEMENT, LLC | 56.7K | $2.24M | $81.6K | Cut−$30.5K |
| COGENT STRATEGIC WEALTH LLC | 52.4K | $2.07M | −$63.4K | Cut−$78.4K |
| Fortitude Family Office, LLC | 50K | $1.97M | $72K | Added$72K |
| Koenig Investment Advisory, LLC | 47.7K | $1.88M | −$167.1K | Cut−$125.7K |
| Midwest Trust Co | 47.7K | $1.88M | $64.1K | Added$189.7K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 47.7K | $1.88M | $56.4K | Added$391.6K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 47K | $1.86M | $57.1K | Added$349K |
| Clear Creek Financial Management, LLC | 46.9K | $1.85M | $63.3K | Added$179.1K |
| Acorn Wealth Advisors, LLC | 46K | $1.81M | $55.5K | Added$349.3K |
| Peirce Capital Management, LLC | 45.6K | $1.8M | $65.6K | Added$9.74K |
| PW ADVISORS, LLC \ FL | 44.7K | $1.76M | $64.3K | Cut−$153.5K |
| Matisse Capital | 44.1K | $1.74M | $63.5K | Added$63.5K |
| Strategic Investment Solutions, Inc. /IL | 42.7K | $1.73M | $107.3K | Added$189.4K |
| NWAM LLC | 43.5K | $1.71M | $62.6K | Cut−$116.6K |
| Moisand Fitzgerald Tamayo, LLC | 42.9K | $1.69M | $61.8K | Added$52.4K |
| Werba Rubin Papier Wealth Management | 42.8K | $1.69M | $53.3K | Added$281.1K |
| Benson Investment Management Company, Inc. | 42.6K | $1.68M | — | New |
| KEYVANTAGE WEALTH, LLC | 42K | $1.66M | $60.5K | Cut−$83.2K |
| Longview Financial Advisors, Inc. | 41.8K | $1.65M | $59.7K | Added$73.6K |
| Legacy Financial Advisors, Inc. | 41.8K | $1.65M | $55.9K | Added$171.9K |
| Triumph Capital Management | 41.6K | $1.64M | $52.1K | Added$263.9K |
| Three Arch Wealth Management LLC | 41K | $1.62M | $59.1K | Cut−$170.6K |
| Prosperity Planning, Inc. | 40.4K | $1.59M | $58.2K | Added$2.45K |
| W.H. Cornerstone Investments Inc. | 39.4K | $1.55M | $56.7K | Cut−$375.1K |
| CURIO WEALTH, LLC | 39.2K | $1.54M | $55.7K | Added$100.6K |
| Tortoise Investment Management, LLC | 38.9K | $1.54M | $55.8K | Added$63.7K |
| Stratos Investment Management, LLC | 38.7K | $1.53M | $55.7K | Cut−$85K |
| Perigon Wealth Management, LLC | 37.7K | $1.49M | $45.1K | Added$295K |
| EverSource Wealth Advisors, LLC | 37.5K | $1.48M | $54K | Cut−$144.9K |
| CLUNE & ASSOCIATES, LTD. | 36.4K | $1.44M | $43.6K | Added$285.7K |
| McGrath & Associates, Inc. | 35.1K | $1.38M | $50.5K | Cut−$5.77K |
| CSS LLC/IL | 34.9K | $1.37M | $50.2K | Added$50.2K |
| Simplicity Wealth,LLC | 34.7K | $1.37M | $49.7K | Added$57.4K |
| UBS Group AG | 34.2K | $1.35M | $216 | Added$1.34M |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 34.2K | $1.35M | $49.2K | Added$24.2K |
| Capital Group Private Client Services, Inc. | 34.1K | $1.35M | $46K | Added$132.2K |
| RF&L WEALTH MANAGEMENT, LLC | 34.1K | $1.34M | $47.3K | Added$95.6K |
| Nautilus Advisors LLC | 34K | $1.34M | $45.7K | Added$134.2K |
| Oceanside Advisors LLC | 33K | $1.3M | $47.6K | Cut−$18.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31.4K | $1.24M | $45.2K | Cut−$3.67M |
| MISSION WEALTH MANAGEMENT, LP | 31.2K | $1.23M | $44.9K | Added$5.92K |
| Altiora Financial Group, LLC | 31.2K | $1.23M | $44.9K | Added$44K |
| Two West Capital Advisors LLC | 30.3K | $1.22M | $72.8K | Added$77K |
| Shearwater Capital LLC | 31K | $1.22M | $39K | Added$192.6K |
| Allegiance Financial Group Advisory Services LLC | 30.6K | $1.21M | $43.7K | Added$54.2K |
| MORGAN STANLEY | 30.5K | $1.2M | $42.7K | Added$78K |
| Approach Retirement Advisors, LLC | 29.4K | $1.16M | $42K | Added$51.1K |
| HBE Wealth Management, LLC | 29.1K | $1.15M | $32.8K | Added$281.4K |
| Faithward Advisors, LLC | 28.6K | $1.13M | $29.2K | Added$358.2K |
| TITLEIST ASSET MANAGEMENT, LLC | 28K | $1.11M | — | New |
| Hudson Oak Wealth Advisory LLC | 27.8K | $1.1M | $40.1K | Added$32.3K |
| CITIGROUP INC | 27.8K | $1.1M | $24.5K | Added$451.8K |
| RTD Financial Advisors, Inc. | 27.6K | $1.09M | $24.6K | Added$439.6K |
| CarsonAllaria Wealth Management, Ltd. | 27.5K | $1.08M | $39.6K | Added$39.6K |
| RB Capital Management, LLC | 27.3K | $1.08M | $30.3K | Added$275.6K |
| Hilltop Holdings Inc. | 26.9K | $1.06M | $38.2K | Added$52.3K |
| Porter White Investment Advisors, Inc. | 26.8K | $1.06M | $38.5K | Added$42.2K |
| Ballast Financial Advisors LLC | 26.5K | $1.05M | $38.2K | Added$31.7K |
| CHOREO, LLC | 26.1K | $1.03M | $8.82K | Added$761.7K |
| BDFS Capital LLC | 26K | $1.02M | $35.9K | Added$76.7K |
| Rehmann Capital Advisory Group | 25.8K | $1.02M | $37.1K | Added$25K |
| Capstone Wealth Management, LLC | 25.7K | $1.01M | $36.9K | Added$38.8K |
| Journey Beyond Wealth, LLC | 25K | $986K | $36K | Cut−$73.6K |
| RCS Financial Planning, LLC | 24.2K | $955.6K | $34.9K | Cut−$23K |
Who left
- Ocean Park Asset Management, LLC$12.6M
- SEVEN MILE ADVISORY$11.2M
- Wealthcare Advisory Partners LLC$781.1K
- AXXCESS WEALTH MANAGEMENT, LLC$526.4K
- McMill Wealth Management$422.1K
- Fisher Asset Management, LLC$269.3K
- SILVERCREST ASSET MANAGEMENT GROUP LLC$254.8K
- HANCOCK WHITNEY CORP$247.9K
- Cardinal Point Capital Management ULC$216K
- SHP Wealth Management$51.8K
- Eagle Bay Advisors LLC$35.2K
- Wealth Watch Advisors, INC$18.5K
- Quent Capital, LLC$5.21K
- Aspect Partners, LLC$3.23K
- Concord Wealth Partners$1.52K
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.