Stock
Reported value
$5.22B
Holders
421
+34 new · −15 exited
Holders’ est. mark
−$4.55M
Price effect on 241 books still in the name
Largest holder
$293.1M
Focus Partners Wealth
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $4.44M
- Citadel0.0% · $340.1K
- Fidelity0.0% · $152.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Focus Partners Wealth | 6.12M | $293.1M | −$381.2K | Added$32M |
| Apella Capital, LLC | 5.25M | $252.9M | $1.17M | Added$36.7M |
| Focus Partners Advisor Solutions, LLC | 5.13M | $245.5M | −$83.6K | Added$190.5M |
| Savant Capital, LLC | 3.9M | $186.9M | −$273.3K | Cut−$5.6M |
| OneDigital Investment Advisors LLC | 3.7M | $177.1M | −$249K | Added$6.57M |
| Beaird Harris Wealth Management, LLC | 3.11M | $148.9M | −$217.7K | Cut−$4.78M |
| Root Financial Partners, LLC | 2.99M | $143.2M | −$173.9K | Added$24.1M |
| Planning Center, Inc. | 2.81M | $134.5M | −$188.6K | Added$5.28M |
| ENVESTNET ASSET MANAGEMENT INC | 2.42M | $115.8M | −$158.5K | Added$7.26M |
| Vise Technologies, Inc. | 2.27M | $109.1M | $0 | Held |
| DiNuzzo Private Wealth, Inc. | 2.04M | $97.7M | −$142.9K | Cut−$260.4K |
| HighTower Advisors, LLC | 1.97M | $94.3M | −$132.1K | Added$3.75M |
| Great Waters Wealth Management | 1.78M | $85.4M | −$109.2K | Added$10.6M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.71M | $82.1M | −$120K | Cut−$2.64M |
| Rachor Investment Advisory Services, LLC | 1.45M | $69.6M | −$98.5K | Added$2.07M |
| Diversified Portfolios, Inc. | 1.34M | $64M | −$86.5K | Added$4.69M |
| Rather & Kittrell, Inc. | 1.33M | $63.8M | −$86.2K | Added$4.72M |
| McIlrath & Eck, LLC | 1.3M | $62.1M | −$79.2K | Added$7.85M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1.25M | $59.6M | −$85.5K | Added$1.11M |
| WPWealth LLP | 1.21M | $57.9M | −$82K | Added$1.78M |
| ASSETMARK, INC | 1.19M | $57M | −$83.4K | Cut−$1.51M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.18M | $56.6M | −$76.8K | Added$4.02M |
| Ruedi Wealth Management, Inc. | 1.1M | $52.5M | −$73K | Added$2.53M |
| RAM Investment Partners, LLC | 998.5K | $47.8M | −$66.6K | Added$2.16M |
| CURIO WEALTH, LLC | 958.3K | $45.9M | −$55.9K | Added$1.28M |
| Allworth Financial LP | 935.7K | $44.8M | −$18.2K | Added$32.4M |
| Altiora Financial Group, LLC | 922.5K | $44.2M | −$64.6K | Cut−$2.56M |
| Beacon Pointe Advisors, LLC | 917.8K | $43.9M | −$59.7K | Added$3.04M |
| Financial Plan, Inc. | 917.1K | $43.9M | −$54.6K | Added$6.5M |
| 55 North Private Wealth, LLC | 879.3K | $42.1M | −$60.6K | Added$593K |
| Signature Resources Capital Management, LLC | 773.1K | $37M | −$47.7K | Added$4.34M |
| Elser Financial Planning, Inc | 772.7K | $37M | — | New |
| BANK OF AMERICA CORP /DE/ | 751.6K | $36M | −$40.3K | Added$8.38M |
| MASECO LLP | 738.8K | $35.4M | −$55.2K | Added$4.24M |
| Wealthquest Corp | 731K | $35.1M | $0 | Held |
| ECLECTIC ASSOCIATES INC /ADV | 686.1K | $32.8M | −$38.3K | Added$6.75M |
| Wheelhouse Advisory Group LLC | 617.5K | $29.6M | −$64.7K | Added$7.39M |
| Mattern Wealth Management LLC | 603.4K | $28.9M | −$41.7K | Added$344.3K |
| GREAT OAK CAPITAL PARTNERS, LLC | 595.7K | $28.6M | $17.4K | Added$794K |
| Farther Finance Advisors, LLC | 568.1K | $27.2M | −$27.7K | Added$10.6M |
| Valued Wealth Advisors LLC | 557.7K | $26.7M | −$38.3K | Added$502.7K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 554.9K | $26.6M | −$33.6K | Added$3.58M |
| Allegiance Financial Group Advisory Services LLC | 511.9K | $24.5M | −$32.8K | Added$2.31M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 506.4K | $24.3M | −$19K | Added$1.52M |
| Sterling Wealth Advisors Inc | 500K | $24.1M | $129.5K | Added$231K |
| Keyes, Stange & Wooten Wealth Management, LLC | 492.7K | $23.6M | −$34.5K | Cut−$2.74M |
| SC&H Financial Advisors, Inc. | 484.2K | $23.2M | −$29.8K | Added$2.78M |
| Vestment Financial LLC | 477.8K | $23M | $100.4K | Added$2.08M |
| LEGACY FINANCIAL GROUP, INC. | 467.3K | $22.4M | −$31.8K | Added$585.2K |
| CPA Asset Management Group, LLC | 456.7K | $21.9M | −$19.8K | Added$8.29M |
| Cornerstone Wealth Partners, LLC | 456.6K | $21.9M | −$25.5K | Added$4.46M |
| SJS Investment Consulting Inc. | 455.3K | $21.8M | −$30.9K | Added$621.1K |
| Guardian Wealth Management, LLC | 449.2K | $21.5M | −$28.5K | Added$2.02M |
| Parkwoods Wealth Partners, LLC | 445.9K | $21.3M | −$16.7K | Added$9.91M |
| Pacific Asset Management, LLC | 419K | $20.1M | −$23.8K | Added$3.74M |
| Wolfstich Capital, LLC | 409.7K | $19.6M | −$90.1K | Cut−$2.42M |
| Verisail Partners, LLC | 406.3K | $19.5M | −$27.5K | Added$617.1K |
| SageOak Financial, LLC | 401.3K | $19.2M | −$27.8K | Added$167K |
| AWM CAPITAL, LLC | 396K | $19M | −$24K | Added$2.5M |
| INTEGRITY ALLIANCE, LLC. | 390K | $18.7M | −$27.3K | Cut−$382.6K |
| Nova R Wealth, Inc. | 389.2K | $18.6M | −$25.5K | Added$1.21M |
| AlphaStar Capital Management, LLC | 387.1K | $18.5M | −$25.2K | Added$1.29M |
| Onyx Financial Advisors, LLC | 386.2K | $18.5M | −$25.7K | Added$873.5K |
| Vestmark Advisory Solutions, Inc. | 386K | $18.5M | −$25.2K | Added$1.24M |
| Sterling Wealth Management, Inc. | 376.7K | $18M | −$23.7K | Added$1.84M |
| Three Arch Wealth Management LLC | 376.2K | $18M | −$24.8K | Added$994.1K |
| BCU Wealth Advisors, LLC | 374K | $17.9M | −$25.2K | Added$638.2K |
| Pine Harbor Wealth Management, LLC | 368.3K | $17.6M | −$22.4K | Added$2.31M |
| Tillman Hartley LLC | 366.8K | $17.6M | −$25.6K | Cut−$93.6K |
| CLUNE & ASSOCIATES, LTD. | 361.1K | $17.3M | −$21.9K | Added$2.31M |
| BCO Wealth Management LLC | 358.3K | $17.2M | −$24K | Added$712.3K |
| Cornerstone Management, Inc. | 343.3K | $16.4M | −$17.6K | Added$4.37M |
| Brady Martz Wealth Solutions, LLC | 341.2K | $16.3M | −$22.6K | Added$851.8K |
| LPL Financial LLC | 338.9K | $16.2M | −$23.8K | Cut−$834.4K |
| OSAIC HOLDINGS, INC. | 332.5K | $15.9M | −$24.1K | Cut−$1.54M |
| ROYAL BANK OF CANADA | 326.5K | $15.6M | −$22.7K | Cut−$2.01M |
| STUDIO INVESTMENT MANAGEMENT LLC | 319.6K | $15.3M | −$21.4K | Added$648.2K |
| Foundry Financial LLC | 310.8K | $14.9M | −$13.2K | Added$5.88M |
| Kondo Wealth Advisors, Inc. | 310.1K | $14.8M | −$20.9K | Added$589.1K |
| LIBERTY WEALTH MANAGEMENT LLC | 309.7K | $14.8M | −$14.8K | Added$688.7K |
| Integrity Advisory Solutions, LLC | 306.8K | $14.7M | −$16.4K | Added$3.43M |
| DRAVO BAY LLC | 303K | $14.5M | −$19.3K | Added$1.33M |
| Oceanside Advisors LLC | 300.5K | $14.4M | −$19.5K | Added$1.06M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 296.7K | $14.2M | −$19.9K | Added$594.9K |
| CLIENT 1ST ADVISORY GROUP, LLC | 296.6K | $14.2M | −$20.6K | Added$65.5K |
| Parkshore Wealth Management, Inc. | 285K | $13.6M | −$16.2K | Added$2.57M |
| Integrated Wealth Concepts LLC | 284.5K | $13.6M | −$18.7K | Added$781.3K |
| Shira Ridge Wealth Management | 283.2K | $13.6M | −$17.1K | Added$1.83M |
| RAYMOND JAMES FINANCIAL INC | 278.9K | $13.4M | −$16.2K | Added$2.23M |
| SAX WEALTH ADVISORS, LLC | 274.3K | $13.2M | $0 | Held |
| Torren Management, LLC | 274.7K | $13.2M | −$17.6K | Added$1.14M |
| Waverly Advisors, LLC | 272.9K | $13.1M | −$19.1K | Cut−$246.3K |
| Johnson Wealth Management, LLC | 270.1K | $12.9M | −$18.2K | Added$438.6K |
| Stratos Investment Management, LLC | 267.9K | $12.8M | −$18.7K | Added$14.4K |
| Discipline Wealth Solutions, LLC | 265.2K | $12.7M | −$15.6K | Added$2.01M |
| Essential Planning, LLC. | 263.5K | $12.6M | −$14.4K | Added$2.78M |
| City State Bank | 263.1K | $12.6M | −$13.7K | Added$3.21M |
| Passive Capital Management, LLC. | 262.2K | $12.6M | −$16.3K | Added$1.41M |
| Werba Rubin Papier Wealth Management | 259.5K | $12.4M | −$15.5K | Added$1.81M |
| Mills Wealth Advisors LLC | 257K | $12.3M | −$7.55K | Added$7.14M |
| Disciplined Investments, LLC | 252K | $12.1M | −$15.1K | Added$1.76M |
| Steward Partners Investment Advisory, LLC | 249.5K | $11.9M | −$15.7K | Added$1.19M |
| TRUIST FINANCIAL CORP | 249.2K | $11.9M | −$16.8K | Added$407.2K |
| Bay Harbor Wealth Management, LLC | 244.7K | $11.7M | −$14.6K | Added$1.7M |
| Concord Wealth Partners | 241K | $11.5M | −$16.3K | Added$365.7K |
| STEVENS CAPITAL PARTNERS | 240.4K | $11.5M | — | New |
| Gradient Capital Advisors, LLC | 233.7K | $11.2M | −$15.7K | Added$426.6K |
| Selective Wealth Management, Inc. | 232.2K | $11.1M | −$32K | Added$3.22M |
| Wilkerson Advisory Group LLC | 225.3K | $10.8M | — | New |
| Friday Financial | 219.9K | $10.5M | −$14K | Added$938.4K |
| WorthPointe, LLC | 217.8K | $10.4M | −$11.7K | Added$2.36M |
| Kestra Investment Management, LLC | 210.9K | $10.1M | −$9.85K | Added$3.34M |
| Yardley Wealth Management LLC | 208.4K | $9.98M | −$13.6K | Added$644.4K |
| FAMILY WEALTH PARTNERS, LLC | 208.4K | $9.98M | −$12.7K | Added$1.25M |
| Peirce Capital Management, LLC | 196.8K | $9.42M | −$13.1K | Added$439.1K |
| AA Financial Advisors, LLC | 190.5K | $9.12M | — | New |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 189.5K | $9.07M | −$13.1K | Added$85.5K |
| HBE Wealth Management, LLC | 184.7K | $8.84M | −$12.9K | Added$12.7K |
| Heritage Investment Group, Inc. | 181.3K | $8.68M | −$12.3K | Added$236.6K |
| Cetera Investment Advisers | 180.2K | $8.63M | −$11.7K | Added$606.7K |
| Chicago Partners Investment Group LLC | 176.8K | $8.48M | −$13.4K | Added$442.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 174.4K | $8.36M | −$17.4K | Cut−$1.23M |
| AssuredPartners Investment Advisors, LLC | 174.2K | $8.34M | −$14.5K | Added$142.9K |
| Dynamic Advisor Solutions LLC | 173.4K | $8.3M | −$11.9K | Added$168.7K |
| Belleair Asset Management, LLC | 171.9K | $8.23M | −$10.8K | Added$844.9K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 171.8K | $8.23M | −$10.3K | Added$1.17M |
| Pure Financial Advisors, LLC | 171K | $8.19M | −$11.3K | Added$437.5K |
| HARBOUR INVESTMENTS, INC. | 169.5K | $8.11M | −$8.67K | Added$2.17M |
| Live Oak Private Wealth LLC | 166.2K | $7.96M | −$7.96K | Added$2.51M |
| Triumph Capital Management | 164.1K | $7.86M | −$10.5K | Added$647.1K |
| RCS Financial Planning, LLC | 162.5K | $7.78M | −$11.2K | Added$152.4K |
| Arcadia Wealth Management, Inc. | 162.3K | $7.77M | −$9.69K | Added$1.13M |
| Keystone Financial Group, Inc. | 161K | $7.71M | −$8.29K | Added$2.04M |
| Meredith Wealth Planning | 160.3K | $7.67M | −$9K | Added$1.51M |
| FMB WEALTH MANAGEMENT | 159.4K | $7.63M | −$10.5K | Added$473K |
| Vantage Point Financial LLC | 157.9K | $7.56M | −$10.7K | Added$232K |
| CFS Investment Advisory Services, LLC | 155.1K | $7.48M | $39.2K | Added$249.9K |
| Squire Investment Management Company, LLC | 155.3K | $7.43M | −$9.46K | Added$954.5K |
| Fonville Wealth Management LLC | 153.7K | $7.36M | −$4.94K | Added$3.96M |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 152K | $7.28M | −$10.2K | Added$277.7K |
| HEFFERNAN ADVISORY, INC | 150.6K | $7.21M | −$9.6K | Added$632.3K |
| Aerodigm Wealth, LLC | 149.5K | $7.16M | −$8.7K | Added$1.19M |
| Parker Financial LLC | 148.8K | $7.1M | −$32K | Added$451K |
| Burk Holdings LLC | 143.4K | $6.86M | −$9.4K | Added$419.8K |
| Approach Retirement Advisors, LLC | 136.4K | $6.53M | −$9.56K | Cut−$11.1K |
| Kane Co Wealth Management, Inc. | 136.3K | $6.53M | −$9.52K | Added$5.23K |
| BOS Asset Management, LLC | 134.6K | $6.45M | −$5.72K | Added$2.52M |
| Babb Wealth Advisors LLC | 132K | $6.32M | −$8.74K | Added$332.5K |
| New Dimensions Wealth Management, LLC | 128.8K | $6.17M | −$9.05K | Cut−$123.7K |
| Kooman & Associates | 128K | $6.13M | −$8.69K | Added$177.9K |
| White Wing Wealth Management | 127.1K | $6.09M | −$8.92K | Cut−$433K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 124.7K | $5.97M | −$8.62K | Added$65K |
| EverSource Wealth Advisors, LLC | 121.2K | $5.8M | −$8.47K | Cut−$2.49M |
| BURNEY CO/ | 119.4K | $5.71M | −$8.34K | Cut−$1.26M |
| BDFS Capital LLC | 119.3K | $5.71M | −$8.01K | Added$224.8K |
| Index Fund Advisors, Inc. | 116.1K | $5.56M | −$4.6K | Added$2.41M |
| CreativeOne Wealth, LLC | 115.7K | $5.54M | −$8.08K | Cut−$104.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 114.1K | $5.46M | −$17.7K | Added$1.5M |
| Lakeridge Wealth Management LLC | 112.2K | $5.37M | −$7.84K | Cut−$137.5K |
| SwitchPoint Financial Planning, LLC | 112.1K | $5.37M | −$6.16K | Added$1.12M |
| JANE STREET GROUP, LLC | 108.8K | $5.21M | −$3.66K | Added$2.7M |
| Simplicity Wealth,LLC | 108.3K | $5.18M | −$6.04K | Added$1.04M |
| Orion Porfolio Solutions, LLC | 107.6K | $5.15M | −$7.53K | Cut−$666.3K |
| SpringVest Wealth Management LLC | 107.1K | $5.13M | −$5.6K | Added$1.3M |
| Corient Private Wealth LLC | 106K | $5.07M | −$7.41K | Cut−$150.8K |
| Envestnet Portfolio Solutions, Inc. | 105K | $5.03M | −$7.35K | Cut−$66.2K |
| Vermillion & White Wealth Management Group, LLC | 103.1K | $4.94M | −$13.3K | Cut−$1.61M |
| MERCER GLOBAL ADVISORS INC /ADV | 102.7K | $4.92M | −$6.89K | Added$211K |
| Prism Planning Partners LLC | 102.3K | $4.9M | −$6.47K | Added$463.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 101.7K | $4.87M | — | New |
| Tencap Wealth Coaching, LLC | 101.3K | $4.86M | −$6.93K | Cut−$18.2K |
| Kestra Advisory Services, LLC | 99.8K | $4.78M | −$6.28K | Added$475.3K |
| Savvy Advisors, Inc. | 97.6K | $4.67M | −$2.26K | Added$3.11M |
| CITIGROUP INC | 95.8K | $4.59M | −$4.98K | Added$1.18M |
| CogentBlue Wealth Advisors, LLC | 95.6K | $4.58M | −$6.37K | Added$222.4K |
| Aspirean Wealth, LLC | 94.5K | $4.52M | −$6.18K | Added$296.6K |
| CLARIS ADVISORS, LLC / MO / | 94.3K | $4.51M | −$6.06K | Added$387.6K |
| Chico Wealth RIA | 93.9K | $4.49M | −$6.57K | Cut−$6.57K |
| Private Advisor Group, LLC | 93.5K | $4.48M | −$6.52K | Cut−$355.7K |
| Icahn Capital | 92.6K | $4.44M | −$5.84K | Added$436.9K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 90.9K | $4.35M | −$6.34K | Cut−$341.4K |
| Shore Point Advisors, LLC | 89.3K | $4.28M | −$6.18K | Added$28.2K |
| Graves Light Lenhart Wealth, Inc. | 87.1K | $4.17M | −$6.09K | Added$18.4K |
| 49 WEALTH MANAGEMENT, LLC | 83.6K | $4M | −$5.49K | Added$239.4K |
| Porter White Investment Advisors, Inc. | 83.4K | $3.99M | −$5.48K | Added$238.2K |
| VESTIA PERSONAL WEALTH ADVISORS | 83.1K | $3.98M | −$8.91K | Added$931.9K |
| Invst, LLC | 81.4K | $3.9M | −$4.66K | Added$706.3K |
| Composition Wealth, LLC | 77.4K | $3.7M | −$5.39K | Cut−$1.77M |
| Sowell Financial Services LLC | 77K | $3.69M | −$5.01K | Added$249.9K |
| RFG Advisory, LLC | 76K | $3.64M | −$5.3K | Added$11.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 72K | $3.45M | −$4.35K | Cut−$5.64K |
| Powerhouse Assets LLC | 68.2K | $3.27M | −$4.36K | Added$280.7K |
| Acorn Wealth Advisors, LLC | 67.2K | $3.22M | −$4.56K | Added$91.2K |
| Creative Planning | 66.2K | $3.17M | −$483 | Added$2.84M |
| Mustard Seed Financial, LLC | 63.3K | $3.03M | −$3K | Added$979.3K |
| Henrickson Nauta Wealth Advisors, Inc. | 62.3K | $2.98M | −$9.34K | Cut−$3.05M |
| MB Generational Wealth, LLC | 61.8K | $2.96M | −$3.7K | Added$426K |
| Broadhurst Jeffrey B | 60.9K | $2.92M | −$4.14K | Added$64.6K |
| Kaufman Rossin Wealth, LLC | 59.9K | $2.87M | −$3.12K | Added$751.9K |
| TCP Asset Management, LLC | 59.6K | $2.85M | −$3.65K | Added$352.6K |
| Cerity Partners LLC | 58.1K | $2.78M | — | New |
| ProCore Advisors, LLC | 56.6K | $2.71M | −$3.98K | Cut−$501.7K |
| Five Oceans Advisors | 56.4K | $2.7M | −$3.95K | Cut−$12.3K |
| Arkadios Wealth Advisors | 54K | $2.59M | — | New |
| Aspire Private Capital, LLC | 53.1K | $2.54M | −$3.68K | Cut−$224.8K |
| Apollon Wealth Management, LLC | 52.4K | $2.51M | −$3.67K | Cut−$3.81K |
| TCI Wealth Advisors, Inc. | 52.3K | $2.5M | −$3.66K | Cut−$103.9K |
| JONES FINANCIAL COMPANIES LLLP | 51.8K | $2.47M | −$12.6K | Added$513.3K |
| Hippocratic Financial Advisors, LLC | 51.1K | $2.44M | −$3.57K | Cut−$389.1K |
| Wheels Up Wealth, Inc. | 51K | $2.44M | −$3.57K | Cut−$27.3K |
| MML INVESTORS SERVICES, LLC | 50.1K | $2.4M | −$3.48K | Cut−$713.5K |
| DOPKINS WEALTH MANAGEMENT, LLC | 48.6K | $2.33M | −$3.34K | Added$52.1K |
| Keating Financial Advisory Services, Inc. | 48.5K | $2.32M | −$2.55K | Added$553.9K |
| Tassel Capital Management, Inc. | 47.8K | $2.29M | — | New |
| IFP Advisors, Inc | 46.8K | $2.24M | −$3.18K | Added$62K |
| Barry Investment Advisors, LLC | 46.6K | $2.23M | −$3.25K | Cut−$110.3K |
| Narus Financial Partners, LLC | 46.6K | $2.23M | −$3.26K | Cut−$13.2K |
| Applied Capital LLC | 46.5K | $2.22M | −$1.58K | Added$1.14M |
| Rockwood Wealth Management, LLC | 45.3K | $2.17M | −$3.17K | Cut−$37.8K |
| Foundation Wealth Management, LLC\PA | 45.2K | $2.16M | −$3.16K | Cut−$367.1K |
| Vigil Wealth Management, LLC | 43.6K | $2.09M | −$2.78K | Added$199.2K |
| Wealth Advisors Northwest LLC | 42.3K | $2.03M | −$2.91K | Added$54.3K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 41K | $1.96M | −$1.54K | Added$910.5K |
| Arcadia Wealth Management, LLC | 40.2K | $1.92M | −$2.84K | Cut−$233.1K |
| KEB ASSET MANAGEMENT, LLC | 39.6K | $1.9M | −$2.71K | Added$42.9K |
| Strategic Investment Solutions, Inc. /IL | 39.4K | $1.89M | −$2.67K | Added$18.8K |
| Hartmann Taylor Wealth Management, LLC | 39.3K | $1.88M | −$2.75K | Cut−$126K |
| American Investment Services, Inc. | 38.9K | $1.86M | −$2.52K | Added$137.8K |
| Pillar Financial Advisors, LLC | 37.9K | $1.82M | −$2.67K | Cut−$18.4K |
| Wealthspire Advisors, LLC | 37.8K | $1.81M | −$2.44K | Added$137.3K |
| SUTTON PLACE INVESTORS LLC | 37.7K | $1.81M | −$2.62K | Cut−$173K |
| Aegis Wealth Management LLC | 37.6K | $1.8M | −$2.43K | Added$135K |
| SENTINEL WEALTH MANAGEMENT, INC. | 37.3K | $1.78M | −$2.61K | Cut−$8.94K |
| Pathstone Holdings, LLC | 36.4K | $1.74M | −$2.5K | Added$32.6K |
| Linscomb Wealth, Inc. | 34K | $1.63M | — | New |
| JPMORGAN CHASE & CO | 33.4K | $1.59M | −$5.8K | Added$332.7K |
| Forza Wealth Management, LLC | 33.2K | $1.59M | −$1.7K | Added$424.4K |
| Modera Wealth Management, LLC | 32.6K | $1.56M | −$2.28K | Cut−$2.28K |
| QUARRY HILL ADVISORS, LLC | 31.6K | $1.52M | $7.5K | Added$137.9K |
| Capstone Wealth Management, LLC | 31.5K | $1.51M | −$1.84K | Added$246K |
| FIRETHORN WEALTH PARTNERS, LLC | 30.7K | $1.47M | −$2.02K | Added$74.4K |
| BetterWealth, LLC | 30.1K | $1.44M | −$2.1K | Added$3.75K |
| MORRIS FINANCIAL CONCEPTS, INC. | 29.8K | $1.43M | −$2.02K | Added$39.4K |
| Abacus Wealth Partners, LLC | 29.7K | $1.42M | −$2.04K | Added$24.3K |
| PFG Advisors | 29.4K | $1.41M | −$1.85K | Added$118.7K |
| DecisionMap Wealth Management, LLC | 29.2K | $1.4M | −$1.92K | Added$80.4K |
| Solutions 4 Wealth, Ltd | 29.1K | $1.39M | −$2.04K | Cut−$52.9K |
| Samalin Investment Counsel, LLC | 29.1K | $1.39M | −$2.04K | Added$18.5K |
| JDH Wealth Management, LLC | 28.8K | $1.38M | −$1.68K | Added$228K |
| CYPRESS FINANCIAL PLANNING LLC | 28.5K | $1.36M | −$1.9K | Added$60.3K |
Who left
- Tortoise Investment Management, LLC$5.95M
- NORTHERN TRUST CORP$1.62M
- Diversify Advisory Services, LLC$1.13M
- Wealthcare Advisory Partners LLC$982.4K
- Ethos Financial Group, LLC$691.7K
- OLD MISSION CAPITAL LLC$662K
- Tanager Wealth Management LLP$515.4K
- TITLEIST ASSET MANAGEMENT, LLC$475.3K
- Pioneer Wealth Management Group$400.4K
- Legacy Capital Wealth Partners, LLC$268.1K
- Pinnacle Financial Partners, Inc.$254.1K
- NewEdge Advisors, LLC$172.9K
- Thrivent Financial for Lutherans$4.35K
- BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$2.54K
- HAZLETT, BURT & WATSON, INC.$15
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.