Stock
Reported value
$14.5B
Holders
842
+85 new · −29 exited
Holders’ est. mark
$749.6M
Price effect on 247 books still in the name
Largest holder
$1.65B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $21.3M
- Citadel0.0% · $3.8M
- Renaissance Technologies0.0% · $680.9K
- Fidelity0.0% · $4.83M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31.2M | $1.65B | $84.9M | Added$175.3M |
| MERCER GLOBAL ADVISORS INC /ADV | 22.3M | $1.17B | $62M | Added$100.9M |
| PNC Financial Services Group, Inc. | 16.5M | $868.5M | $44.6M | Added$96.4M |
| Focus Partners Wealth | 13.5M | $714.9M | $39.1M | Added$25.1M |
| Savant Capital, LLC | 8.76M | $462.2M | $24.7M | Added$33.6M |
| EP Wealth Advisors, LLC | 7.23M | $381.4M | $17.6M | Added$77.1M |
| NORTHERN TRUST CORP | 7.22M | $381.1M | $20.8M | Added$19.9M |
| Focus Partners Advisor Solutions, LLC | 6.06M | $319.6M | $16.6M | Added$31.4M |
| Corient Private Wealth LLC | 5.44M | $286.9M | $13.4M | Added$48.3M |
| RAYMOND JAMES FINANCIAL INC | 4.75M | $250.7M | $10.9M | Added$61.9M |
| ENVESTNET ASSET MANAGEMENT INC | 4.19M | $221M | $10.9M | Added$32.4M |
| Farther Finance Advisors, LLC | 4.02M | $214.4M | $11.1M | Added$52.9M |
| Kestra Investment Management, LLC | 4.03M | $212.5M | $7.03M | Added$90.6M |
| Plancorp, LLC | 3.66M | $202M | $18.6M | Added$23.8M |
| Index Fund Advisors, Inc. | 3.55M | $187.4M | $10.2M | Added$9.19M |
| Creative Planning | 3.41M | $180.2M | $9.83M | Added$8.99M |
| BANK OF AMERICA CORP /DE/ | 3.4M | $179.3M | $7.3M | Added$52.8M |
| HighTower Advisors, LLC | 3.37M | $177.8M | $9.7M | Added$5.07M |
| Cerity Partners LLC | 3.21M | $169.6M | $8.86M | Added$16M |
| Foster Group, Inc. | 2.93M | $154.7M | $8.44M | Cut−$107.5K |
| JONES FINANCIAL COMPANIES LLLP | 2.65M | $135.7M | $2.39M | Added$46.6M |
| LPL Financial LLC | 2.33M | $123.2M | $6.35M | Added$13.1M |
| Modera Wealth Management, LLC | 2.23M | $117.9M | $6.43M | Added$4.15M |
| JANE STREET GROUP, LLC | 2.15M | $113.3M | $3.74M | Added$48.4M |
| UBS Group AG | 2.12M | $111.9M | $5.43M | Added$17.8M |
| Apella Capital, LLC | 1.9M | $105.3M | $6.5M | Added$48.1M |
| Cetera Investment Advisers | 1.86M | $98.4M | $4.82M | Added$14.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.79M | $94.2M | $5.14M | Added$4.03M |
| Confluence Wealth Services, Inc. | 1.78M | $93.9M | $4.99M | Added$7.46M |
| Team Hewins, LLC | 1.76M | $93M | $5.07M | Added$5.16M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1.6M | $88.3M | $7.23M | Added$6.77M |
| TCI Wealth Advisors, Inc. | 1.61M | $85M | $4.64M | Added$3.74M |
| CHOREO, LLC | 1.47M | $77.7M | $3.82M | Added$6.27M |
| ROYAL BANK OF CANADA | 1.46M | $77.2M | $3.9M | Added$9.64M |
| Beacon Pointe Advisors, LLC | 1.4M | $74.1M | $3.7M | Added$9.93M |
| Evanson Asset Management, LLC | 1.4M | $74M | $3.99M | Added$4.82M |
| Wealth Management Nebraska | 1.33M | $70.1M | $3.67M | Added$6.59M |
| Falcon Wealth Planning | 1.26M | $66.5M | $3.6M | Added$4.15M |
| Sequoia Financial Advisors, LLC | 1.25M | $65.7M | $3.59M | Added$1.53M |
| DIXON FNANCIAL SERVICES, INC. | 1.24M | $65.6M | $3.58M | Added$2.35M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.2M | $63.6M | $3.08M | Cut−$38.6M |
| Beaird Harris Wealth Management, LLC | 1.15M | $60.6M | $3.31M | Added$2.17M |
| True Link Financial Advisors, LLC | 1.12M | $59.1M | $3.23M | Added$1.87M |
| Petersen Hastings Wealth Advisors Inc. | 1.12M | $59.1M | $3.22M | Added$3.02M |
| EXENCIAL WEALTH ADVISORS, LLC | 1.08M | $57.3M | $2.62M | Added$11.9M |
| CWM, LLC | 1.08M | $57M | $51M | Added$56.9M |
| Washington Trust Bank | 1.08M | $56.9M | $3.1M | Added$2.36M |
| Smartleaf Asset Management LLC | 1.08M | $55.7M | $979.7K | Added$17M |
| MASECO LLP | 1.02M | $53.7M | $2.97M | Added$2.18M |
| EARNED WEALTH ADVISORS, LLC | 1.01M | $53.3M | $1.91M | Added$20.2M |
| WELLS FARGO & COMPANY/MN | 1.01M | $53.2M | $1.98M | Added$18.9M |
| Verus Financial Partners, Inc. | 846.7K | $46.8M | $2.45M | Added$2.19M |
| KEB ASSET MANAGEMENT, LLC | 886.8K | $46.8M | $2.47M | Added$3.95M |
| Root Financial Partners, LLC | 872.7K | $46.1M | $2.38M | Added$4.88M |
| Mariner, LLC | 852.1K | $45M | $2.2M | Added$6.77M |
| SAX WEALTH ADVISORS, LLC | 896.2K | $44.7M | −$19 | Cut−$81.3K |
| Strategic Financial Services, Inc. | 833.5K | $44M | −$1.45M | Cut−$2.01M |
| ECLECTIC ASSOCIATES INC /ADV | 791.3K | $41.8M | $2.06M | Added$5.97M |
| Parkwoods Wealth Partners, LLC | 768.5K | $40.6M | $2M | Added$5.82M |
| Wealth Architects, LLC | 725.9K | $38.3M | $2.09M | Added$1.71M |
| Premier Financial Group | 705.2K | $37.8M | $2.55M | Added$2.34M |
| Equitable Holdings, Inc. | 756.1K | $37.7M | $0 | Added$7.95M |
| TruWealth Advisors, LLC | 713.5K | $37.7M | $1.04M | Added$19.7M |
| McGlone Suttner Wealth Management, Inc. | 704K | $37.2M | $2.03M | Added$600.1K |
| Vise Technologies, Inc. | 733K | $36.6M | $0 | Held |
| Pallas Capital Advisors LLC | 689.9K | $36.4M | $1.99M | Cut−$1.67M |
| Forvis Mazars Wealth Advisors, LLC | 684.2K | $36.1M | $1.97M | Added$1.73M |
| Planning Center, Inc. | 673.9K | $35.6M | $1.94M | Cut−$1.7M |
| Hudock, Inc. | 663.4K | $35M | $1.43M | Added$10.2M |
| TRUIST FINANCIAL CORP | 663.3K | $35M | $1.91M | Added$1.76M |
| Trinity Financial Advisors LLC | 662.2K | $34.9M | $1.91M | Added$1.93M |
| LANDAAS & CO /WI /ADV | 632.1K | $33.4M | $1.36M | Added$9.72M |
| FIDUCIARY FINANCIAL GROUP, LLC | 607.3K | $32.1M | $1.68M | Added$2.91M |
| Quent Capital, LLC | 596.1K | $31.5M | $1.63M | Added$3.18M |
| TOBIAS FINANCIAL ADVISORS, INC. | 596K | $31.5M | $1.59M | Added$3.89M |
| Hill Investment Group Partners, LLC | 593.8K | $31.3M | $1.71M | Added$1.39M |
| Three Arch Wealth Management LLC | 585.4K | $30.9M | $1.69M | Added$1.57M |
| SACHEM HILL LLC | 573.2K | $30.3M | $1.65M | Added$706.7K |
| JPMORGAN CHASE & CO | 585.7K | $30.1M | $811.6K | Added$2.54M |
| Baird Financial Group, Inc. | 564.5K | $29.8M | $994.6K | Added$12.6M |
| Rockefeller Capital Management L.P. | 532.5K | $28.1M | $1.52M | Added$1.81M |
| Allworth Financial LP | 518.4K | $27.4M | $1.49M | Added$1.43M |
| Acropolis Investment Management, LLC | 508.6K | $26.8M | $1.46M | Added$886.6K |
| Kestra Advisory Services, LLC | 486.4K | $25.7M | $1.18M | Added$5.24M |
| First Command Advisory Services, Inc. | 483.2K | $25.5M | $1.38M | Added$1.56M |
| Financially in Tune, LLC | 447.1K | $23.6M | $1.2M | Added$2.77M |
| COWA, LLC | 443.7K | $23.4M | $1.05M | Added$5.23M |
| CLUNE & ASSOCIATES, LTD. | 441.9K | $23.3M | $1.13M | Added$3.73M |
| BAYSHORE ASSET MANAGEMENT, LLC | 439.3K | $23.2M | $1.27M | Added$707.9K |
| PINNEY & SCOFIELD, INC. | 424.8K | $22.4M | $1.22M | Added$803.5K |
| Prism Advisors, Inc. | 417.4K | $22M | $1.2M | Added$508.8K |
| MML INVESTORS SERVICES, LLC | 408.5K | $21.6M | $1.08M | Added$2.8M |
| Wescott Financial Advisory Group, LLC | 403.5K | $21.3M | $1.16M | Added$191.4K |
| MASON STREET ADVISORS, LLC | 403.3K | $21.3M | $1.13M | Added$1.66M |
| Icahn Capital | 402.7K | $21.3M | $921.6K | Added$5.29M |
| Disciplined Equity Management, Inc. | 399.8K | $21.1M | $1.15M | Added$343.4K |
| Squire Investment Management Company, LLC | 397.2K | $21M | $1.14M | Added$1.11M |
| DOPKINS WEALTH MANAGEMENT, LLC | 387.2K | $20.4M | $1.12M | Cut−$276.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 387K | $20.4M | $1.05M | Added$2.25M |
| CFS Investment Advisory Services, LLC | 367.3K | $20.4M | $2.08M | Cut−$923.9K |
| LRI Investments, LLC | 386.2K | $20.4M | $1.11M | Added$1.04M |
| Embree Financial Group | 382.4K | $20.2M | $1.09M | Added$1.24M |
| Forum Financial Management, LP | 376.7K | $19.9M | $1.08M | Added$779.3K |
| VESTIA PERSONAL WEALTH ADVISORS | 374.8K | $19.8M | $417.2K | Added$1.63M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 373.3K | $19.7M | $1.08M | Added$290.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 364.9K | $19.3M | $1.03M | Added$1.43M |
| ShankerValleau Wealth Advisors, Inc. | 364.4K | $19.2M | $1.05M | Added$318.2K |
| McLean Asset Management Corp | 358.3K | $18.9M | $440.7K | Added$315.4K |
| CLARIS ADVISORS, LLC / MO / | 358.3K | $18.9M | $1.03M | Added$520.5K |
| VeraBank, N.A. | 344.7K | $18.2M | $827K | Added$3.86M |
| Shearwater Capital LLC | 342.5K | $18.1M | $986.3K | Added$966.1K |
| OSAIC HOLDINGS, INC. | 341.4K | $18M | $981.3K | Cut−$2.51M |
| Meritas Wealth Management, LLC | 337.6K | $17.8M | $953.4K | Added$1.3M |
| Rather & Kittrell, Inc. | 332K | $17.5M | $956.1K | Added$762.2K |
| CAPTRUST FINANCIAL ADVISORS | 331.3K | $17.5M | $954.3K | Added$847.3K |
| Apeiron RIA LLC | 330.2K | $17.4M | −$148.6K | Cut−$479.1K |
| B&D White Capital Company, LLC | 326.7K | $17.2M | $740.7K | Added$4.41M |
| Disciplined Investments, LLC | 322.4K | $17M | $905.1K | Added$1.33M |
| Peirce Capital Management, LLC | 321.3K | $17M | $925.5K | Added$11.6K |
| EnRich Financial Partners LLC | 318K | $16.8M | $916K | Added$743.1K |
| Sterling Financial Planning, Inc. | 308.1K | $16.3M | $887.4K | Added$349.9K |
| Invst, LLC | 303.9K | $16M | $875.3K | Cut−$253.4K |
| GREAT OAK CAPITAL PARTNERS, LLC | 287.1K | $15.8M | $1.29M | Added$1.4M |
| BlueSky Wealth Advisors, LLC | 297.5K | $15.7M | — | New |
| Pathstone Holdings, LLC | 297.2K | $15.7M | $855.9K | Cut−$1.83M |
| JDH Wealth Management, LLC | 292.1K | $15.4M | $841.1K | Added$505.2K |
| ALLEN WEALTH MANAGEMENT, LLC | 292K | $15.4M | $748K | Added$2.45M |
| Integrated Wealth Concepts LLC | 290.7K | $15.3M | $764K | Added$2.11M |
| STIFEL FINANCIAL CORP | 289.3K | $15.3M | $803.1K | Added$1.36M |
| Merit Financial Group, LLC | 289.3K | $15.3M | $212.3K | Added$11.6M |
| Fonville Wealth Management LLC | 288.8K | $15.2M | $792.4K | Added$1.51M |
| Ruedi Wealth Management, Inc. | 287.4K | $15.2M | $827.7K | Cut−$459 |
| KM Capital Management Ltd. | 262.9K | $14.6M | $1.51M | Added$129.7K |
| Mraz, Amerine & Associates, Inc. | 269.9K | $14.2M | $769.6K | Added$909.3K |
| Capstone Wealth Management, LLC | 264.6K | $14M | $762K | Added$660.9K |
| Lauterbach Financial Advisors, LLC | 261.3K | $13.8M | $752.4K | Added$356.1K |
| Guardian Wealth Management, LLC | 257.6K | $13.7M | $878.3K | Cut−$99.6K |
| Visionary Wealth Advisors | 251.6K | $13.3M | $577.3K | Added$3.28M |
| Destiny Wealth Partners, LLC | 246.3K | $13M | $86.2K | Cut−$171K |
| Savvy Advisors, Inc. | 243.7K | $12.9M | $701.9K | Added$544.2K |
| ELEVATE WEALTH ADVISORY, INC | 243.6K | $12.9M | $659.2K | Added$1.43M |
| MONOGRAPH WEALTH ADVISORS, LLC | 241.2K | $12.7M | $694.7K | Added$557.9K |
| Werba Rubin Papier Wealth Management | 240K | $12.7M | $691.2K | Added$597K |
| DiNuzzo Private Wealth, Inc. | 237.6K | $12.5M | $684.3K | Added$564.2K |
| CARDIFF PARK ADVISORS, LLC | 236.7K | $12.5M | $681.5K | Added$345.1K |
| Aurdan Capital Management, LLC | 233.6K | $12.3M | — | New |
| EVOKE WEALTH, LLC | 227.2K | $12M | $484.4K | Added$3.6M |
| MORGAN STANLEY | 225.5K | $11.9M | $607.9K | Added$1.37M |
| Tillman Hartley LLC | 218.5K | $11.5M | $629.3K | Added$98.1K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 214.2K | $11.3M | $617.1K | Added$122.5K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 210.7K | $11.1M | $602.6K | Added$684.2K |
| BAKER BOYER NATIONAL BANK | 206.5K | $10.9M | $594.7K | Added$353.2K |
| Financial Futures Ltd Liability Co. | 206K | $10.9M | $572K | Added$962.5K |
| ASPIRIANT, LLC | 205.8K | $10.9M | $591K | Added$621.5K |
| MISSION WEALTH MANAGEMENT, LP | 205.2K | $10.8M | $590.9K | Added$474K |
| Austin Asset Management Co Inc | 204.3K | $10.8M | $588.3K | Added$220.6K |
| Rothschild Wealth LLC | 203K | $10.7M | $577.6K | Added$708K |
| EQ WEALTH ADVISORS, LLC | 201.6K | $10.6M | $532.4K | Added$1.41M |
| Waverly Advisors, LLC | 199.8K | $10.5M | $545.9K | Added$1.09M |
| Stone Summit Wealth LLC | 198.6K | $10.5M | $553.4K | Added$896.6K |
| Trademark Financial Management, LLC | 198.1K | $10.5M | $454.2K | Added$2.58M |
| Quantinno Capital Management LP | 197.5K | $10.4M | $330.2K | Added$4.7M |
| ABLE Financial Group, LLC | 195.6K | $10.3M | $563.3K | Added$139.3K |
| Caliber Wealth Management, LLC / KS | 193.9K | $10.2M | $558.5K | Added$411.9K |
| Advisory Alpha, LLC | 193.9K | $10.2M | $295.7K | Added$5.11M |
| Compound Planning, Inc. | 193.4K | $10.2M | $529.3K | Added$1.04M |
| Summit Financial, LLC | 191.5K | $10.1M | $131.4K | Added$7.83M |
| AE Wealth Management LLC | 189.2K | $9.99M | $534.8K | Added$720.5K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 186.2K | $9.83M | $536.2K | Added$421K |
| Altiora Financial Group, LLC | 185.3K | $9.78M | $533.7K | Added$533.7K |
| G2 CAPITAL MANAGEMENT, LLC / OH | 185K | $9.77M | $530.3K | Added$578.5K |
| REAP Financial Group, LLC | 184.1K | $9.72M | $488.5K | Added$1.26M |
| Tortoise Investment Management, LLC | 180.7K | $9.54M | $520.4K | Added$475.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 175.3K | $9.25M | $486.4K | Added$824.6K |
| Oceanside Advisors LLC | 168.3K | $8.88M | $484.2K | Added$496.9K |
| Sanctuary Advisors, LLC | 162K | $8.55M | $466.5K | Cut−$31.5K |
| Kondo Wealth Advisors, Inc. | 160.1K | $8.45M | $459.3K | Added$122K |
| Cedar Point Capital Partners, LLC | 157.1K | $8.29M | $452.4K | Cut−$129.4K |
| Steward Partners Investment Advisory, LLC | 154.9K | $8.18M | $415.4K | Added$980.8K |
| Certified Advisory Corp | 153.4K | $8.1M | $435.8K | Added$545.2K |
| Laurel Wealth Planning LLC | 152.6K | $8.06M | $315.9K | Added$2.58M |
| Strategic Investment Solutions, Inc. /IL | 149.3K | $7.96M | $419.5K | Added$962.3K |
| J. Mark Nickell & Co. | 148.4K | $7.83M | $427.3K | Added$340.6K |
| Financial Engines Advisors L.L.C. | 146.2K | $7.72M | $421K | Added$208.6K |
| Richard Young Associates, Ltd. | 145.8K | $7.7M | $420.1K | Added$332.4K |
| Clarity Asset Management, Inc. | 143K | $7.55M | $2.6K | Added$7.5M |
| Mattern Wealth Management LLC | 142.9K | $7.54M | $407.1K | Added$490.2K |
| Cordant, Inc. | 142.8K | $7.53M | $411.2K | Added$106.3K |
| Sculati Wealth Management, LLC | 142.5K | $7.52M | $406.7K | Added$472K |
| Family Legacy, Inc. | 141.8K | $7.48M | $408.3K | Added$71.2K |
| Perigon Wealth Management, LLC | 139.3K | $7.35M | $398.2K | Added$450.3K |
| Bank of New Hampshire | 138.2K | $7.29M | $367.8K | Added$919.3K |
| Shotwell Rutter Baer Inc | 138.1K | $7.29M | $312.1K | Added$310.7K |
| MATHER GROUP, LLC. | 136.1K | $7.18M | $392K | Added$391.8K |
| Compass Financial Group, Inc. | 135.5K | $7.15M | $390.1K | Added$321.9K |
| Causey Wealth LLC | 135.4K | $7.15M | $361.3K | Added$886.1K |
| HMV Wealth Advisors, LLC | 131.3K | $6.93M | $378.1K | Added$189.1K |
| Serenity Investment Advisors | 123K | $6.83M | $498.1K | Added$1.83M |
| RF&L WEALTH MANAGEMENT, LLC | 128.2K | $6.76M | $369.1K | Added$322.1K |
| Larson Financial Group LLC | 127.7K | $6.74M | $367.9K | Added$166.4K |
| SEGALL BRYANT & HAMILL, LLC | 124.9K | $6.59M | $355.7K | Added$430.8K |
| N.E.W. Advisory Services LLC | 124.6K | $6.58M | $359K | Cut−$92.7K |
| BANK OF MONTREAL /CAN/ | 124.1K | $6.55M | $42.1K | Added$5.82M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 123.8K | $6.53M | $295.3K | Added$1.42M |
| 1900 WEALTH MANAGEMENT LLC | 123.2K | $6.5M | $354.8K | Added$213.6K |
| Vistica Wealth Advisors, LLC | 122.8K | $6.48M | $353.8K | Cut−$73.2K |
| Stratos Wealth Partners, LTD. | 121.6K | $6.42M | $350.1K | Cut−$328.7K |
| WHITTIER TRUST CO | 119.2K | $6.37M | $339.7K | Added$339.7K |
| Composition Wealth, LLC | 120.5K | $6.36M | $331.6K | Added$616.3K |
| &PARTNERS | 120.5K | $6.36M | $328.7K | Added$650.4K |
| OMNI 360 Wealth, Inc. | 119.8K | $6.32M | $137.8K | Added$546.5K |
| Glass Jacobson Investment Advisors llc | 119.7K | $6.32M | $326.1K | Added$666.6K |
| Accel Wealth Management | 118.8K | $6.27M | $275.9K | Added$1.49M |
| ATLas Financial Planning LLC | 118.6K | $6.26M | $321.3K | Added$692.5K |
| Avior Wealth Management, LLC | 118.2K | $6.24M | $336.3K | Added$412.1K |
| EverSource Wealth Advisors, LLC | 117.8K | $6.22M | $339.3K | Added$329.5K |
| Avise Financial Cooperative, Inc. | 117.5K | $6.2M | $334.7K | Added$403K |
| Sterling Wealth Management, Inc. | 116.2K | $6.13M | $334.7K | Added$228.6K |
| Estate Counselors, LLC | 115.7K | $6.11M | $333.3K | Added$287.9K |
| Alpha Advisors, LLC/VA | 113.8K | $6.01M | $325.8K | Added$360.3K |
| DeLarme Wealth Management, Inc. | 111.5K | $5.88M | $321K | Added$259K |
| Brookstone Capital Management | 111.4K | $5.88M | $310.8K | Added$497.6K |
| Valued Retirements, Inc. | 110.6K | $5.84M | $312.3K | Added$426.3K |
| CreativeOne Wealth, LLC | 107.7K | $5.68M | $310.1K | Cut−$720.7K |
| LAM GROUP, INC. | 106.9K | $5.64M | $306.5K | Added$334.4K |
| Frankly Finances, LLC | 105.9K | $5.59M | $304.4K | Added$313.4K |
| COGENT STRATEGIC WEALTH LLC | 105.8K | $5.58M | $65.6K | Added$153.5K |
| Private Advisor Group, LLC | 104.6K | $5.52M | $167.5K | Added$2.62M |
| Graver Capital Management, LLC | 103.1K | $5.44M | $287K | Added$470.2K |
| World Investment Advisors | 101.6K | $5.36M | $205K | Added$1.81M |
| Tilson Financial Group, Inc. | 101.4K | $5.35M | $284.9K | Added$417.9K |
| VANCE WEALTH, LLC | 101.3K | $5.34M | $203.7K | Added$1.81M |
| Spire Wealth Management | 100.5K | $5.31M | $289.5K | Added$288.4K |
| Armbruster Capital Management, Inc. | 100.2K | $5.29M | $279.8K | Added$439.4K |
| Breakwater Capital Group | 99.7K | $5.26M | $287.3K | Added$231.6K |
| InTrack Investment Management Inc | 99.5K | $5.25M | $258.1K | Added$778.9K |
| Bleakley Financial Group, LLC | 98.5K | $5.2M | — | New |
| Avidian Wealth Enterprises, LLC | 98.3K | $5.19M | $247K | Added$912.1K |
| Addison Advisors LLC | 98K | $5.17M | $280.3K | Added$318K |
| Del-Sette Capital Management, LLC | 95.7K | $5.05M | $275.7K | Cut−$587.2K |
| Porter White Investment Advisors, Inc. | 95.1K | $5.02M | $274K | Added$243.4K |
| KELLY FINANCIAL GROUP LLC | 94.2K | $4.97M | $270.5K | Cut−$50.2K |
| Envestnet Portfolio Solutions, Inc. | 93.9K | $4.96M | $270.5K | Cut−$231.5K |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 93.8K | $4.95M | $270.2K | Added$176.5K |
| CASTLE WEALTH MANAGEMENT LLC | 92.9K | $4.9M | $257.1K | Added$446.7K |
| COMMERCE BANK | 92.8K | $4.9M | $17.3K | Added$4.6M |
| Burk Holdings LLC | 92.2K | $4.87M | $265.5K | Added$238.6K |
| Fidelity | 91.5K | $4.83M | $223.1K | Added$962.5K |
| CVA Family Office, LLC | 91K | $4.8M | $252.7K | Added$424K |
| Verum Partners LLC | 90.4K | $4.77M | $260.3K | Added$176.9K |
Who left
- McMill Wealth Management$24.7M
- SEVEN MILE ADVISORY$23.5M
- Ocean Park Asset Management, LLC$23.1M
- Tradewinds, LLC.$13.9M
- AXXCESS WEALTH MANAGEMENT, LLC$10.3M
- Quadrature Capital Ltd$1.34M
- Wolfstich Capital, LLC$1.16M
- NerdWallet Wealth Partners, LLC$937.3K
- GTS SECURITIES LLC$913.3K
- Diversify Advisory Services, LLC$887.6K
- TIAA TRUST, NATIONAL ASSOCIATION$495.8K
- SVB WEALTH LLC$343K
- Wealthcare Advisory Partners LLC$339.4K
- WorthPointe, LLC$321K
- Balboa Wealth Partners$249.1K
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.