Stock
Reported value
$9.03B
Holders
530
+52 new · −19 exited
Holders’ est. mark
−$236.6M
Price effect on 241 books still in the name
Largest holder
$1.79B
MERCER GLOBAL ADVISORS INC /ADV
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $3.74M
- Fidelity0.0% · $553.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 48.7M | $1.79B | −$56.9M | Added$87.9M |
| Focus Partners Wealth | 20.4M | $766.4M | −$8.44M | Added$32.3M |
| Forum Financial Management, LP | 8.46M | $311M | −$10.2M | Added$6.06M |
| Pure Financial Advisors, LLC | 7.83M | $287.7M | −$9.59M | Added$543K |
| Allworth Financial LP | 4.47M | $164.2M | −$3.95M | Added$45.9M |
| Apella Capital, LLC | 3.89M | $153.3M | $3.56M | Added$54.5M |
| Corient Private Wealth LLC | 3.76M | $138.1M | −$3.76M | Added$24.8M |
| ENVESTNET ASSET MANAGEMENT INC | 3.66M | $134.4M | −$3.9M | Added$17.7M |
| Focus Partners Advisor Solutions, LLC | 3.3M | $121.3M | −$3.56M | Added$15.2M |
| Foster Group, Inc. | 3.07M | $113M | −$3.78M | Cut−$126.6K |
| Petersen Hastings Wealth Advisors Inc. | 2.96M | $108.8M | −$3.63M | Cut−$15.6K |
| BANK OF MONTREAL /CAN/ | 2.73M | $100.5M | −$3.29M | Added$1.81M |
| Clearstead Advisors, LLC | 2.72M | $99.8M | — | New |
| Alesco Advisors LLC | 2.63M | $96.7M | −$3.32M | Cut−$2.81M |
| RW Investment Management LLC | 2.59M | $95.1M | — | Held |
| TCI Wealth Advisors, Inc. | 2.52M | $92.5M | −$2.78M | Added$9.11M |
| Aprio Wealth Management, LLC | 2.46M | $90.3M | −$3.12M | Cut−$3.35M |
| Bouchey Financial Group Ltd | 2.16M | $82.3M | $128.7K | Added$785.9K |
| UBS Group AG | 2.15M | $79M | −$2.47M | Added$5.11M |
| Beaird Harris Wealth Management, LLC | 2.14M | $78.6M | −$2.6M | Added$741K |
| HighTower Advisors, LLC | 2.11M | $77.5M | −$2.68M | Cut−$11.4M |
| FINANCIAL CONSULATE, INC | 2.04M | $74.9M | −$2.52M | Cut−$667.5K |
| HB Wealth Management, LLC | 1.99M | $73.1M | −$2.32M | Added$3.52M |
| Beacon Pointe Advisors, LLC | 1.89M | $69.3M | −$2M | Added$9.3M |
| Pathstone Holdings, LLC | 1.79M | $65.8M | −$2.21M | Cut−$283.3K |
| RAYMOND JAMES FINANCIAL INC | 1.66M | $61.2M | −$2.11M | Cut−$10M |
| Planning Center, Inc. | 1.65M | $60.7M | −$2.05M | Cut−$775.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.55M | $57.4M | −$2.34M | Cut−$50.9M |
| High Probability Advisors, LLC | 1.52M | $55.8M | −$1.93M | Cut−$2.1M |
| BANK OF AMERICA CORP /DE/ | 1.43M | $52.4M | −$1.7M | Added$1.52M |
| Root Financial Partners, LLC | 1.32M | $48.6M | −$1.39M | Added$7.01M |
| Mariner, LLC | 1.32M | $48.6M | −$1.54M | Added$2.54M |
| SATOVSKY ASSET MANAGEMENT LLC | 1.31M | $48.2M | −$1.62M | Cut−$163.5K |
| Retirement Solution LLC | 1.31M | $48.2M | −$1.65M | Cut−$1.17M |
| Vestmark Advisory Solutions, Inc. | 1.31M | $48.2M | −$1.58M | Added$849.5K |
| Symmetry Partners, LLC | 1.29M | $47.4M | −$1.55M | Added$952.6K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.25M | $45.9M | −$1.59M | Cut−$5.31M |
| Safeguard Investment Advisory Group, LLC | 1.23M | $45.2M | −$1.56M | Cut−$3M |
| DiNuzzo Private Wealth, Inc. | 1.23M | $45M | −$1.55M | Cut−$1.35M |
| Leading Edge Financial Planning LLC | 1.2M | $44.1M | −$1.34M | Added$4.1M |
| Meredith Wealth Planning | 1.2M | $44.1M | −$1.11M | Added$10.8M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1.19M | $43.7M | −$1.51M | Cut−$1.73M |
| Freedom Investment Management, Inc. | 1.19M | $43.6M | −$1.51M | Cut−$8.9M |
| Millburn Ridgefield LLC /DE/ | 1.17M | $43.1M | −$1.25M | Added$5.59M |
| Catalyst Capital Advisors LLC | 1.17M | $43.1M | −$1.25M | Added$5.59M |
| Chicago Partners Investment Group LLC | 1.09M | $42.8M | $735.2K | Added$1.8M |
| Greenspring Advisors, LLC | 1.15M | $42.1M | −$1.41M | Cut−$77.3K |
| Burton Enright Welch | 1.11M | $40.9M | −$1.37M | Cut−$118.6K |
| HARBOUR INVESTMENTS, INC. | 1.1M | $40.3M | −$771.1K | Added$17.2M |
| GREAT OAK CAPITAL PARTNERS, LLC | 1.05M | $39.8M | −$161.6K | Added$1.31M |
| Fulton Bank, N.A. | 1.08M | $39.7M | −$1.32M | Added$278.3K |
| Vise Technologies, Inc. | 1.03M | $39.1M | $0 | Held |
| Bridgewater Advisors Inc. | 967.3K | $38.6M | $1.54M | Added$3.74M |
| EXENCIAL WEALTH ADVISORS, LLC | 1.01M | $37.3M | −$1.04M | Added$6.06M |
| Forvis Mazars Wealth Advisors, LLC | 976K | $35.9M | −$1.24M | Cut−$2.64M |
| OneDigital Investment Advisors LLC | 919.9K | $33.8M | −$1.17M | Cut−$2.04M |
| Baird Financial Group, Inc. | 835K | $30.7M | −$1.02M | Added$62.8K |
| Hippocratic Financial Advisors, LLC | 825K | $30.3M | −$972.6K | Added$1.2M |
| Sequoia Financial Advisors, LLC | 820.3K | $30.2M | −$1.04M | Cut−$2.3M |
| Farther Finance Advisors, LLC | 781.4K | $28.9M | −$798.5K | Cut−$294K |
| STOLZ & ASSOCIATES, PS | 735.9K | $28.6M | $564.3K | Added$2.42M |
| United Wealth Management, LLC | 775.3K | $28.5M | −$951.6K | Added$2.62K |
| Integrity Advisory Solutions, LLC | 771.1K | $28.3M | −$879.4K | Added$2.02M |
| GeoWealth Management, LLC | 761.4K | $28M | −$932.1K | Added$78.2K |
| AE Wealth Management LLC | 744.8K | $27.4M | −$895.5K | Added$565.9K |
| SAX WEALTH ADVISORS, LLC | 706.9K | $26.9M | −$0 | Cut−$86.9K |
| True Wealth Design, LLC | 721K | $26.5M | −$882.1K | Added$91K |
| Discipline Wealth Solutions, LLC | 717.9K | $26.4M | −$373.1K | Added$15.2M |
| Efficient Advisors, LLC | 715.6K | $26.3M | −$908.8K | Cut−$16.7M |
| LIBERTY WEALTH MANAGEMENT LLC | 701.2K | $25.8M | −$885.9K | Cut−$754.4K |
| LVZ, Inc. | 687.3K | $25.3M | −$872.8K | Cut−$43.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 678.3K | $24.9M | −$850.5K | Cut−$533.5K |
| Arlington Financial Advisors, LLC | 673K | $24.7M | −$764.8K | Added$1.84M |
| WPWealth LLP | 670.7K | $24.7M | −$770.1K | Added$1.59M |
| COMMONWEALTH EQUITY SERVICES, LLC | 654.9K | $24.1M | −$810K | Cut−$183.5K |
| Sterling Wealth Management, Inc. | 647.1K | $23.8M | −$777.9K | Added$492.7K |
| INTEGRITY ALLIANCE, LLC. | 642.1K | $23.6M | −$782.4K | Added$176.2K |
| Savant Capital, LLC | 635K | $23.3M | −$806.4K | Cut−$15.5M |
| CVA Family Office, LLC | 634K | $23.3M | −$662.3K | Added$3.47M |
| JPMORGAN CHASE & CO | 642.1K | $23M | −$1.11M | Added$3.98M |
| LPL Financial LLC | 613.7K | $22.6M | −$779.3K | Cut−$856.8K |
| MASTER'S WEALTH MANAGEMENT INC. | 584.3K | $21.5M | −$704.8K | Added$375.6K |
| Three Arch Wealth Management LLC | 579.2K | $21.3M | −$689.9K | Added$632.6K |
| Lutz Financial Services LLC | 578.2K | $21.3M | −$714.2K | Cut−$133.9K |
| Kooman & Associates | 564.8K | $20.8M | −$702.1K | Cut−$263.3K |
| Oceanside Advisors LLC | 564.5K | $20.8M | −$687.8K | Added$155.7K |
| Elser Financial Planning, Inc | 562K | $20.6M | — | New |
| Premier Financial Group | 544.5K | $20.3M | −$470.7K | Added$295.8K |
| WCG Wealth Advisors LLC | 548.7K | $20.2M | −$664.6K | Added$267.2K |
| G2 CAPITAL MANAGEMENT, LLC / OH | 545.5K | $20.1M | −$682.6K | Cut−$387.5K |
| MB Generational Wealth, LLC | 538K | $19.8M | −$683.2K | Cut−$1.47M |
| Integrated Wealth Concepts LLC | 531.6K | $19.5M | −$490.8K | Added$4.84M |
| Midwest Heritage Bank, FSB | 527.8K | $19.4M | −$620.3K | Added$829.3K |
| Mills Wealth Advisors LLC | 509.7K | $18.7M | −$634.9K | Cut−$275.4K |
| LEGACY FINANCIAL GROUP, INC. | 500.8K | $18.4M | −$619.6K | Cut−$146.3K |
| Foundry Financial LLC | 495.4K | $18.2M | −$479.6K | Added$3.85M |
| Tassel Capital Management, Inc. | 494.3K | $18.2M | −$604.6K | Added$65.9K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 472.6K | $17.4M | −$600.2K | Cut−$973.6K |
| INTREPID CAPITAL MANAGEMENT INC | 471.2K | $17.3M | −$586.8K | Cut−$251.4K |
| HFM Investment Advisors, LLC | 470.4K | $17.3M | −$575.6K | Added$54.9K |
| Envision Financial Planning, LLC | 461.4K | $17M | −$558K | Added$251.6K |
| STIFEL FINANCIAL CORP | 457.1K | $16.8M | −$580.5K | Cut−$1.02M |
| Syverson Strege & Co | 455.7K | $16.8M | −$562.6K | Cut−$96.6K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 448.3K | $16.5M | −$568.4K | Cut−$539.9K |
| SCRATCH CAPITAL LLC | 442.2K | $16.3M | −$498.8K | Added$1.32M |
| Savvy Advisors, Inc. | 435.7K | $16M | −$454.7K | Added$2.4M |
| OSAIC HOLDINGS, INC. | 430.9K | $15.8M | −$547.9K | Cut−$6.17M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 427.8K | $15.7M | −$518.4K | Added$205.4K |
| Wealth Advisors Northwest LLC | 422.7K | $15.5M | −$500.3K | Added$556K |
| Level Financial Advisors | 419.4K | $15.4M | −$514.9K | Cut−$896 |
| ENTRUST FINANCIAL LLC | 405.9K | $14.9M | −$497.5K | Added$23.9K |
| TCP Asset Management, LLC | 405.7K | $14.9M | −$510.2K | Cut−$367K |
| ROYAL BANK OF CANADA | 403.5K | $14.8M | −$511.2K | Cut−$2.62M |
| PINNACLE ASSOCIATES LTD | 395.6K | $14.5M | −$502.4K | Cut−$575.2K |
| Pinnacle Wealth Management Advisory Group, LLC | 395.6K | $14.5M | −$502.4K | Cut−$575.2K |
| Burk Holdings LLC | 389.2K | $14.3M | −$472.6K | Added$155.4K |
| Financial Harvest, LLC | 386.1K | $14.2M | −$450.5K | Added$702.1K |
| Austin Asset Management Co Inc | 385.9K | $14.2M | −$473.5K | Added$5.36K |
| Foundation Wealth Management, LLC\PA | 379.1K | $13.9M | −$422.3K | Added$1.29M |
| 25 LLC | 372.1K | $13.7M | −$442.9K | Added$413.4K |
| Brady Martz Wealth Solutions, LLC | 361.2K | $13.3M | −$407.8K | Added$1.07M |
| Gemmer Asset Management LLC | 358K | $13.2M | −$444.9K | Cut−$162.1K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 357.1K | $13.1M | −$413.3K | Added$751.3K |
| MATAURO, LLC | 356.6K | $13.1M | −$452.9K | Cut−$2.56M |
| Applied Capital LLC | 351.6K | $12.9M | −$428.7K | Added$89.3K |
| Cerity Partners LLC | 344K | $12.6M | −$23.3K | Added$11.9M |
| Heritage Wealth Management, Inc./Texas | 341.3K | $12.5M | −$418.4K | Added$14.7K |
| Keating Financial Advisory Services, Inc. | 339K | $12.5M | −$357.9K | Added$1.74M |
| SUMMIT WEALTH GROUP LLC / CO | 333.5K | $12.3M | −$423.5K | Cut−$1.27M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 333.2K | $12.2M | −$415.9K | Cut−$207.9K |
| Parkshore Wealth Management, Inc. | 332.4K | $12.2M | −$344.1K | Added$1.91M |
| CLARIS ADVISORS, LLC / MO / | 329.3K | $12.1M | −$409.2K | Cut−$147.1K |
| CPA Asset Management Group, LLC | 324K | $11.9M | −$411.4K | Cut−$3.04M |
| DWR WEALTH MANAGEMENT, LLC | 309.8K | $11.1M | −$681.9K | Added$566.1K |
| GK Wealth Management LLC | 309.8K | $11.1M | — | New |
| FAMILY WEALTH PARTNERS, LLC | 299.4K | $11M | −$327.6K | Added$1.27M |
| Abel Hall, LLC | 291K | $10.7M | −$359.2K | Cut−$60.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 287.9K | $10.6M | — | New |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 286.4K | $10.5M | −$360.5K | Cut−$270.7K |
| RFG Advisory, LLC | 285K | $10.5M | −$361.9K | Cut−$2.37M |
| Invst, LLC | 279.6K | $10.3M | −$355K | Cut−$410.7K |
| Weinberger Asset Management, Inc | 271.8K | $9.99M | −$338.9K | Cut−$155.8K |
| Vestment Financial LLC | 253K | $9.95M | $167.2K | Added$585.8K |
| Arkadios Wealth Advisors | 269.1K | $9.89M | −$341.7K | Cut−$691.4K |
| RCS Financial Planning, LLC | 258.7K | $9.51M | −$328.6K | Cut−$627.1K |
| MML INVESTORS SERVICES, LLC | 258.2K | $9.49M | −$285.3K | Added$949.3K |
| Financial Engines Advisors L.L.C. | 256.8K | $9.44M | −$326.2K | Cut−$500.3K |
| VANCE WEALTH, LLC | 256.5K | $9.43M | −$317.8K | Cut−$89.7K |
| Trailhead Planners LLC | 255K | $9.37M | −$306.7K | Added$187.2K |
| Orion Porfolio Solutions, LLC | 254.5K | $9.35M | −$323.2K | Cut−$2.25M |
| AdvisorNet Financial, Inc | 251.9K | $9.26M | −$298.2K | Added$332.5K |
| Kaufman Rossin Wealth, LLC | 247.9K | $9.11M | −$285.4K | Added$568.2K |
| WESCAP Management Group, Inc. | 246.4K | $9.06M | −$291.5K | Added$327.4K |
| WorthPointe, LLC | 245.5K | $9.03M | −$189.1K | Added$3.36M |
| Index Fund Advisors, Inc. | 244.8K | $9M | −$150.1K | Added$4.51M |
| Dynamic Advisor Solutions LLC | 241.8K | $8.89M | −$299.9K | Cut−$92.6K |
| CogentBlue Wealth Advisors, LLC | 236.3K | $8.69M | −$293.1K | Cut−$89.3K |
| CSP Financial Group, LLC | 234.2K | $8.61M | — | Held |
| Kestra Advisory Services, LLC | 231.4K | $8.51M | −$256.4K | Added$829.8K |
| Lynch Investment Planning, LLC | 230.5K | $8.47M | −$292.7K | Cut−$291.7K |
| Composition Wealth, LLC | 229.6K | $8.44M | −$262.1K | Added$591.1K |
| Sollinda Capital Management LLC | 226.6K | $8.33M | −$262K | Added$485.3K |
| FIDUCIARY FINANCIAL GROUP, LLC | 224.6K | $8.26M | −$285.2K | Cut−$871K |
| CARDIFF PARK ADVISORS, LLC | 221.8K | $8.15M | −$281.7K | Cut−$281.1K |
| Crown Wealth Group, LLC | 211.2K | $7.77M | −$268.3K | Cut−$433.4K |
| Archford Capital Strategies, LLC | 210K | $7.72M | −$266.7K | Cut−$920.4K |
| Quantinno Capital Management LP | 208.4K | $7.66M | −$227.1K | Added$861.5K |
| Sanchez Levi Garrett | 204.2K | $7.51M | — | Held |
| Kestra Investment Management, LLC | 198.3K | $7.29M | −$118.5K | Added$3.74M |
| TABLEAUX LLC | 195.6K | $7.19M | −$305.6K | Added$1.7M |
| Private Advisor Group, LLC | 195.5K | $7.19M | −$208.9K | Added$929.1K |
| Security Financial Services, INC. | 194.9K | $7.17M | −$243.3K | Cut−$119.7K |
| AA Financial Advisors, LLC | 192.2K | $7.07M | — | New |
| Disciplined Investments, LLC | 191.6K | $7.04M | −$210K | Added$754.7K |
| REDW Wealth LLC | 186.6K | $6.86M | −$237K | Cut−$2.42M |
| Concurrent Investment Advisors, LLC | 186.6K | $6.86M | — | New |
| ArborFi Advisors, LLC | 183.8K | $6.76M | −$229.9K | Cut−$128.9K |
| Ullmann Wealth Partners Group, LLC | 181.2K | $6.66M | −$215.6K | Cut−$3.81M |
| Waycross Investment Management Co | 180.5K | $6.63M | −$229.2K | Cut−$652.4K |
| AlTi Global, Inc. | 176.3K | $6.51M | −$205.2K | Cut−$33M |
| Tortoise Investment Management, LLC | 172.2K | $6.33M | −$173.7K | Added$1.13M |
| Vested Financial Planning, LLC | 168.6K | $6.2M | −$213.4K | Cut−$190.7K |
| Rockefeller Capital Management L.P. | 168.6K | $6.2M | −$207.7K | Cut−$20.5K |
| BluePrint Investing LLC | 167.7K | $6.16M | −$211.4K | Cut−$166.7K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 166.6K | $6.13M | −$193.7K | Added$325.2K |
| Shore Point Advisors, LLC | 200.4K | $6.08M | −$274.8K | Cut−$29K |
| Entelevest, LLC | 165K | $6.07M | −$181.6K | Added$651.5K |
| Altiora Financial Group, LLC | 161.7K | $5.94M | −$205.3K | Cut−$220.9K |
| Strathmore Capital Advisors, Inc. | 150.2K | $5.88M | $149.8K | Added$971.7K |
| Aspen Wealth Management LLC | 157.7K | $5.8M | −$146.7K | Added$1.4M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 148.9K | $5.65M | −$58.4K | Added$1.84M |
| ROBINSON SMITH WEALTH ADVISORS LLC | 151.2K | $5.56M | −$154.9K | Added$916.8K |
| Parkwoods Wealth Partners, LLC | 150.9K | $5.55M | −$108K | Added$2.31M |
| JONES FINANCIAL COMPANIES LLLP | 149.5K | $5.37M | −$225.8K | Added$1.26M |
| Acorn Wealth Advisors, LLC | 145.9K | $5.36M | −$148.8K | Added$908.3K |
| GEM Asset Management, LLC | 142.4K | $5.24M | −$196.9K | Added$516.5K |
| Waterfront Wealth Inc. | 142.4K | $5.23M | −$197.8K | Added$1.21M |
| Corus Family Wealth Advisors | 135.1K | $4.97M | −$146K | Added$594.4K |
| Strategic Investment Solutions, Inc. /IL | 129.5K | $4.76M | −$164.6K | Cut−$665.4K |
| BetterWealth, LLC | 128.9K | $4.74M | −$163.8K | Cut−$337.9K |
| CreativeOne Wealth, LLC | 128.8K | $4.74M | −$163.6K | Cut−$258.4K |
| HMV Wealth Advisors, LLC | 127.2K | $4.68M | −$128K | Added$844K |
| Emprise Bank | 126.4K | $4.65M | −$88.4K | Added$2M |
| Cherry Tree Wealth Management, LLC | 123.9K | $4.56M | −$151.9K | Added$8.28K |
| Creative Planning | 123.7K | $4.55M | −$98K | Added$1.61M |
| Strategent Financial, LLC | 116.9K | $4.3M | −$128.4K | Added$451.5K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 116.7K | $4.29M | −$114.1K | Added$871.6K |
| Blue Trust, Inc. | 115.6K | $4.25M | −$142K | Cut−$3.18K |
| L & S Advisors Inc | 114.9K | $4.22M | −$144.7K | Cut−$109.4K |
| Capital Investment Advisory Services, LLC | 114.3K | $4.2M | −$141K | Cut−$21.2K |
| Wealth Management Strategies, Inc. | 112.1K | $4.12M | −$137.9K | Cut−$7.62K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 111K | $4.08M | −$135.8K | Added$13.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 109.8K | $4.04M | −$135.9K | Cut−$33K |
| PFG Advisors | 109.3K | $4.02M | −$129K | Added$152.9K |
| BDFS Capital LLC | 107.1K | $3.94M | −$128.1K | Added$102K |
| Integrity Investment Advisors, LLC | 107.1K | $3.94M | −$134.8K | Cut−$101.1K |
| EverSource Wealth Advisors, LLC | 107K | $3.93M | −$135.9K | Cut−$6.32M |
| Bryant Woods Investment Advisors, LLC | 103.4K | $3.8M | −$113.3K | Added$414.7K |
| City State Bank | 103.3K | $3.8M | −$98.9K | Added$836.6K |
| TRANSCEND CAPITAL ADVISORS, LLC | 103.1K | $3.79M | −$129.5K | Cut−$88.6K |
| Icahn Capital | 101.9K | $3.74M | −$101.7K | Added$700.4K |
| Thayer Financial, L.L.C. | 100.4K | $3.69M | −$120.8K | Added$72.4K |
| MORGAN STANLEY | 98.3K | $3.61M | −$124.8K | Cut−$323.1K |
| Torren Management, LLC | 97.9K | $3.6M | −$123.5K | Cut−$103K |
| Friday Financial | 97.4K | $3.58M | −$114.5K | Added$151.4K |
| Evanson Asset Management, LLC | 96.7K | $3.55M | −$112.8K | Added$176.1K |
| Two West Capital Advisors LLC | 89.8K | $3.5M | $83.5K | Added$68.8K |
| Connecticut Capital Management Group, LLC | 95.1K | $3.49M | −$120.7K | Cut−$253.4K |
| DOPKINS WEALTH MANAGEMENT, LLC | 93.5K | $3.44M | −$111.8K | Added$89.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 93.4K | $3.43M | −$88.7K | Added$778.8K |
| HBE Wealth Management, LLC | 91.1K | $3.35M | −$103.1K | Added$261.4K |
| McCartney Wealth Management LLC | 89.1K | $3.28M | −$110.3K | Cut−$25.9K |
| Intelligence Driven Advisers, LLC | 86.6K | $3.18M | −$110K | Cut−$321.7K |
| Summit Wealth Group, LLC | 86.3K | $3.17M | −$105.3K | Added$20.2K |
| Caprock Group, LLC | 84.9K | $3.12M | −$107.7K | Cut−$104.5K |
| Capstone Wealth Management, Inc. | 82K | $3.04M | −$77.1K | Cut−$76.4K |
| Glass Jacobson Investment Advisors llc | 82.5K | $3.03M | −$90.6K | Added$319.4K |
| Arcadia Wealth Management, Inc. | 82K | $3.01M | −$101.1K | Cut−$13.5K |
| XY Planning Network, Inc. | 81.3K | $3.01M | −$80.1K | Added$77.7K |
| CAPTRUST FINANCIAL ADVISORS | 79.9K | $2.94M | −$101.4K | Cut−$617.6K |
| Investmark Advisory Group LLC | 75.9K | $2.79M | −$96.4K | Cut−$106.4K |
| Wealthspire Advisors, LLC | 75.9K | $2.79M | −$96.3K | Cut−$806.2K |
| SIGNATUREFD, LLC | 75.3K | $2.77M | −$24K | Added$2.05M |
| Boyce & Associates Wealth Consulting, Inc. | 74.6K | $2.74M | −$94.8K | Cut−$93.9K |
| Focus Financial Network, Inc. | 73.8K | $2.71M | −$87.1K | Added$104.8K |
| NWAM LLC | 70.8K | $2.6M | −$103.6K | Added$19.8K |
| Vantage Point Financial LLC | 70.1K | $2.58M | −$88.1K | Cut−$61.9K |
| TRUIST FINANCIAL CORP | 68.9K | $2.53M | −$87.5K | Cut−$459.5K |
| Clear Creek Financial Management, LLC | 67.9K | $2.5M | −$75.1K | Added$247K |
| Daner Wealth Management, LLC | 62.2K | $2.48M | $21.2K | Added$773.9K |
Who left
- AXXCESS WEALTH MANAGEMENT, LLC$5.2M
- Wealthcare Advisory Partners LLC$1.77M
- Integrated Advisors Network LLC$1.05M
- Renaissance Technologies$1.02M
- Altman Advisors, Inc.$809.6K
- Westwood Wealth Management$689.9K
- Diversify Advisory Services, LLC$605.3K
- CGN Advisors LLC$479.2K
- Noble Family Wealth, LLC$415.2K
- Pioneer Wealth Management Group$354K
- FIRST AMERICAN TRUST, FSB$315.2K
- Capital Planning Advisors, LLC$312.2K
- Stratos Wealth Partners, LTD.$243K
- QRG CAPITAL MANAGEMENT, INC.$230.7K
- First Command Advisory Services, Inc.$89.4K
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.