Stock
Reported value
$1.12B
Holders
293
+21 new · −20 exited
Holders’ est. mark
$4.84M
Price effect on 231 books still in the name
Largest holder
$229.7M
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 9.93M | $229.7M | −$2.34M | Added$8.43M |
| JPMORGAN CHASE & CO | 4.55M | $104.7M | −$1.7M | Cut−$238.3K |
| Wealthfront Advisers LLC | 3.63M | $84M | −$896.6K | Cut−$2.28M |
| LPL Financial LLC | 3.34M | $77.3M | −$760.5K | Added$5.32M |
| UBS Group AG | 3.17M | $73.4M | −$99.8K | Added$64M |
| Envestnet Portfolio Solutions, Inc. | 2.16M | $49.9M | −$523.4K | Added$379.5K |
| AMERIPRISE FINANCIAL INC | 1.62M | $37.5M | −$364K | Cut−$1.09M |
| Creative Planning | 1.31M | $30.3M | −$304.2K | Added$1.49M |
| Fidelity | 1.06M | $24.6M | −$229.8K | Added$2.81M |
| Cetera Investment Advisers | 928.3K | $21.5M | −$227.7K | Cut−$80.7K |
| MORGAN STANLEY | 861.2K | $19.9M | −$206.4K | Added$386.3K |
| Fisher Asset Management, LLC | 832.8K | $19.3M | −$196.3K | Added$681.6K |
| CWM, LLC | 818.8K | $18.9M | $15.4M | Added$18.9M |
| IMPACTfolio, LLC | 603.4K | $14M | −$141.5K | Added$566.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 571.6K | $13.2M | −$15.3K | Added$11.8M |
| MML INVESTORS SERVICES, LLC | 469.3K | $10.9M | −$113.1K | Added$150.1K |
| WELLS FARGO & COMPANY/MN | 465K | $10.8M | −$102.3K | Added$1.08M |
| Bank of New York Mellon Corp | 433.4K | $10M | −$86.9K | Added$1.8M |
| BANK OF AMERICA CORP /DE/ | 383.3K | $8.87M | −$93.7K | Added$400 |
| ASSETMARK, INC | 351.1K | $8.12M | −$75.2K | Added$1M |
| ROYAL BANK OF CANADA | 320.2K | $7.41M | −$67.6K | Added$921K |
| One Wealth Advisors, LLC | 318.5K | $7.37M | −$77.8K | Added$804 |
| Avise Financial Cooperative, Inc. | 314.5K | $7.28M | −$70.7K | Added$582.9K |
| RAYMOND JAMES FINANCIAL INC | 272.8K | $6.31M | −$67.4K | Cut−$3.48M |
| Financial Engines Advisors L.L.C. | 262.6K | $6.08M | −$64.9K | Cut−$1.36M |
| Perigon Wealth Management, LLC | 252.8K | $5.85M | −$62K | Cut−$19.1K |
| Archer Investment Management, LLC | 244.4K | $5.65M | −$12.9K | Added$4.44M |
| Invera Wealth Advisors, LLC | 243.1K | $5.62M | −$58.3K | Added$106.3K |
| OneDigital Investment Advisors LLC | 239.3K | $5.54M | −$46.7K | Added$1.12M |
| Equitable Holdings, Inc. | 223K | $5.21M | $0 | Added$422.7K |
| Legacy Edge Advisors, LLC | 218.9K | $5.06M | −$42.4K | Added$1.05M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 210.4K | $4.86M | −$62.7K | Cut−$97.6K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 205.6K | $4.76M | −$50.8K | Cut−$156.6K |
| Horst & Graben Wealth Management LLC | 202.4K | $4.7M | −$36.2K | Cut−$6.41K |
| COMMONWEALTH EQUITY SERVICES, LLC | 190.3K | $4.4M | −$47K | Cut−$360.9K |
| Composition Wealth, LLC | 184.4K | $4.27M | −$44.1K | Added$90.6K |
| Sharkey, Howes & Javer | 181.4K | $4.2M | −$43.9K | Added$41.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 180.9K | $4.19M | −$10.9K | Added$3.16M |
| WESBANCO BANK INC | 155.7K | $3.6M | −$38.5K | Cut−$78.1K |
| GeoWealth Management, LLC | 144.3K | $3.34M | −$35.4K | Cut−$17.5K |
| Merit Financial Group, LLC | 127.4K | $2.95M | −$25K | Added$584.9K |
| Facet Wealth, Inc. | 121.1K | $2.8M | −$36.9K | Added$81.5K |
| Savant Capital, LLC | 121K | $2.8M | −$29.9K | Cut−$208.9K |
| Allworth Financial LP | 120.7K | $2.79M | −$29.8K | Cut−$49.9K |
| Davis Wealth Advisors, LLC | 100K | $2.31M | −$24.7K | Cut−$49.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98.6K | $2.28M | — | New |
| SigFig Wealth Management, LLC | 98.5K | $2.28M | −$23.6K | Added$52K |
| Summit Wealth Group, LLC | 96.6K | $2.24M | −$23.4K | Added$23.5K |
| Brookstone Capital Management | 91.2K | $2.11M | −$21.9K | Added$41.2K |
| Topel & Distasi Wealth Management, LLC | 91.2K | $2.11M | −$22.1K | Added$18.9K |
| Gateway Wealth Partners, LLC | 86.1K | $1.99M | −$5.62K | Added$1.46M |
| Fiduciary Trust Co | 83.8K | $1.94M | −$19.5K | Added$98.4K |
| Rossby Financial, LCC | 81K | $1.87M | −$26.7K | Cut−$916.3K |
| Steward Partners Investment Advisory, LLC | 77.6K | $1.8M | −$17.9K | Added$100.5K |
| Sanctuary Advisors, LLC | 76.7K | $1.77M | −$18.8K | Cut−$2.61K |
| OSAIC HOLDINGS, INC. | 75.7K | $1.75M | −$18.4K | Cut−$195K |
| Orion Porfolio Solutions, LLC | 74.7K | $1.73M | −$17.7K | Added$55.8K |
| Concurrent Investment Advisors, LLC | 74.5K | $1.72M | −$13.9K | Added$403.3K |
| Citadel | 73.6K | $1.7M | — | New |
| HSBC HOLDINGS PLC | 72.5K | $1.68M | −$16.9K | Added$81K |
| BIRCHBROOK, INC. | 72.2K | $1.67M | −$17.2K | Added$43.5K |
| Charter Oak Capital Management, LLC | 71K | $1.64M | −$17.5K | Cut−$70.4K |
| Farther Finance Advisors, LLC | 68.9K | $1.59M | −$17.5K | Added$349.3K |
| HighTower Advisors, LLC | 68.2K | $1.58M | −$15.9K | Added$70.5K |
| Midwest Financial Partners Investments, Inc. | 67.8K | $1.57M | −$15K | Added$150.5K |
| Integrated Wealth Concepts LLC | 65.3K | $1.51M | −$8.85K | Added$673.8K |
| RFG Advisory, LLC | 63.9K | $1.48M | −$15.8K | Cut−$34.6K |
| Advisory Services Network, LLC | 63K | $1.46M | −$15.6K | Cut−$51.9K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 62K | $1.44M | −$15K | Added$10.3K |
| MGO ONE SEVEN LLC | 60.3K | $1.39M | −$13.7K | Added$95.8K |
| World Investment Advisors | 59.8K | $1.38M | −$14.1K | Added$49.3K |
| OpenArc Corporate Advisory, LLC | 59.6K | $1.38M | −$12.8K | Added$167.6K |
| Skyline Advisors, Inc. | 58.1K | $1.34M | — | New |
| JNBA Financial Advisors | 57.9K | $1.34M | −$13.6K | Added$53.4K |
| SOFI WEALTH, LLC | 56.4K | $1.3M | −$10.9K | Added$274.7K |
| WealthShield Partners, LLC | 55.1K | $1.27M | −$12.4K | Added$99.6K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 54.6K | $1.26M | −$12K | Added$466.1K |
| Cerity Partners LLC | 54.3K | $1.26M | — | New |
| RCS Financial Planning, LLC | 54.1K | $1.25M | −$13K | Added$24.3K |
| Affinity Capital Advisors, LLC | 54.1K | $1.25M | −$13.4K | Cut−$74.4K |
| One Capital Management, LLC | 53.1K | $1.23M | −$11.7K | Added$124.2K |
| Private Wealth Management Group, LLC | 52.1K | $1.21M | −$12.6K | Added$17.2K |
| LifePlan Investment Advisors, Inc. | 51.4K | $1.19M | −$12.2K | Added$35.7K |
| Trilogy Capital Inc. | 49.8K | $1.15M | −$11.4K | Added$69.5K |
| Kestra Advisory Services, LLC | 49K | $1.13M | −$10.1K | Added$181.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 48.6K | $1.12M | −$10.1K | Added$168.4K |
| EverSource Wealth Advisors, LLC | 48.1K | $1.11M | −$11.2K | Added$52.8K |
| THEORY FINANCIAL LLC | 47.4K | $1.1M | −$16.2K | Added$74.1K |
| Vision Capital Management, Inc. | 46.6K | $1.08M | −$11.4K | Cut−$83 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45.9K | $1.06M | −$11.1K | Added$3.82K |
| White Lighthouse Investment Management Inc. | 44.6K | $1.03M | −$10.8K | Added$11.5K |
| Mariner, LLC | 44.4K | $1.03M | −$7.36K | Added$330.7K |
| WEALTH ALLIANCE, LLC | 41.8K | $966K | −$10.3K | Cut−$10.2K |
| &PARTNERS | 41.3K | $954.3K | −$8.75K | Added$55.5K |
| CAPTRUST FINANCIAL ADVISORS | 41.1K | $952K | −$9.28K | Added$75K |
| Ameritas Investment Partners, Inc. | 39.7K | $919K | −$9.35K | Added$33.4K |
| STIFEL FINANCIAL CORP | 39.2K | $907.3K | −$9.69K | Cut−$134K |
| GC Wealth Management RIA, LLC | 38.9K | $900.1K | −$9.08K | Added$40.7K |
| STOCK YARDS BANK & TRUST CO | 38.5K | $891.6K | −$8.92K | Added$46.6K |
| Schneider Downs Wealth Management Advisors, LP | 38.3K | $886.3K | −$9.33K | Added$3.49K |
| Sequoia Financial Advisors, LLC | 38.1K | $880.9K | −$9.4K | Cut−$284.5K |
| Lifelong Wealth Advisors, Inc. | 37.7K | $872.7K | −$9.27K | Cut−$5.15K |
| JONES FINANCIAL COMPANIES LLLP | 36.7K | $840.1K | −$13.4K | Added$208.7K |
| Hoxton Planning & Management, LLC | 35.9K | $829.9K | −$7.39K | Added$130.2K |
| Van Hulzen Asset Management, LLC | 34.3K | $793.8K | −$8.47K | Cut−$8.47K |
| Navigation Group, LLC | 33.8K | $782.7K | — | Held |
| RWA WEALTH PARTNERS, LLC | 33.5K | $776.2K | −$2.78K | Added$513.3K |
| Continuum Advisory, LLC | 33K | $763.2K | −$8.15K | Cut−$10.9K |
| MA Private Wealth | 32.7K | $756.5K | −$8.08K | Cut−$8.08K |
| Patriot Financial Group Insurance Agency, LLC | 32.5K | $751.6K | −$3.99K | Added$373.9K |
| Venturi Wealth Management, LLC | 32K | $739.7K | −$5.73K | Added$197.1K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 31.3K | $726.8K | −$5.4K | Added$4.47K |
| Atria Investments, Inc | 30.9K | $714.5K | −$7.31K | Added$22.1K |
| Traveka Wealth, LLC | 30.7K | $709.2K | −$7.39K | Added$9.78K |
| Beacon Pointe Advisors, LLC | 30.6K | $707.7K | −$3.66K | Added$361.7K |
| Aprio Wealth Management, LLC | 30.3K | $701.2K | −$7.44K | Cut−$2.24K |
| Oregon Pacific Wealth Management, LLC | 28.6K | $662.1K | −$7.07K | Cut−$73.3K |
| McIlrath & Eck, LLC | 28.5K | $659K | −$6.87K | Added$8.01K |
| Gradient Investments LLC | 27.6K | $639.2K | −$6.74K | Added$250 |
| Keystone Financial Services | 27.6K | $637.8K | −$6.81K | Cut−$6.97K |
| ENDEAVOR PRIVATE WEALTH, INC. | 27.3K | $632.3K | −$3.23K | Added$326.4K |
| Kelsey Financial, LLC | 27.1K | $627.9K | −$6.31K | Added$30.1K |
| Neumann Capital Management, LLC | 26.3K | $607.4K | −$6.39K | Added$2.87K |
| UMB Bank, n.a. | 25.7K | $595.3K | −$6.36K | Cut−$6.36K |
| Savvy Advisors, Inc. | 25.5K | $589.9K | −$3.69K | Added$240K |
| TRUIST FINANCIAL CORP | 25.2K | $583.6K | −$6.11K | Added$5.18K |
| Evergreen Private Wealth LLC | 25.1K | $580.6K | −$4.89K | Added$117.6K |
| Focus Partners Advisor Solutions, LLC | 24.9K | $576.7K | −$6.18K | Cut−$2.78K |
| JB Capital LLC | 23.8K | $550.7K | −$5.88K | Cut−$9.15K |
| BEACON FINANCIAL GROUP | 23.6K | $545.3K | −$5.51K | Added$23.9K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 23.4K | $542.3K | −$5.7K | Added$2.58K |
| EQ LLC | 23.3K | $538.2K | −$5.05K | Added$58.9K |
| Wells Financial Advisors INC | 23K | $533.2K | −$5.52K | Added$10.7K |
| MBE Wealth Management, LLC | 22.9K | $530.5K | −$4.76K | Added$79.5K |
| Tempus Wealth Planning, LLC | 22.8K | $528K | −$5.62K | Cut−$10.7K |
| Ascent Group, LLC | 22.7K | $524.5K | −$5.46K | Added$7.38K |
| LexAurum Advisors, LLC | 22.3K | $515.8K | — | Held |
| Focus Financial Network, Inc. | 22K | $508.3K | −$5.06K | Added$28.8K |
| PROFFITT & GOODSON INC | 21.6K | $499.2K | −$5.33K | Cut−$5.33K |
| Peak Financial Management, Inc. | 21.5K | $498.5K | −$4.88K | Added$36.4K |
| CHOREO, LLC | 20.6K | $476.4K | −$6.24K | Cut−$761 |
| Regal Investment Advisors LLC | 20.4K | $471K | −$5.03K | Cut−$31.1K |
| Cornerstone Planning Group LLC | 20.4K | $470.4K | −$101 | Added$464.2K |
| Golden State Wealth Management, LLC | 19.7K | $456.2K | −$4.65K | Added$15.7K |
| U.S. Capital Wealth Advisors, LLC | 19.6K | $453K | −$4.67K | Added$10.7K |
| Spectrum Planning & Advisory Services Inc. | 19.6K | $452.6K | −$4.83K | Cut−$29.8K |
| Napier Financial, LLC | 19.3K | $447.1K | −$4.77K | Cut−$62.9K |
| Corient Private Wealth LLC | 19.2K | $445.3K | −$5.03K | Cut−$182.8K |
| SAGESPRING WEALTH PARTNERS, LLC | 18.9K | $436.8K | −$4.52K | Added$9.16K |
| American Money Management, LLC | 18.8K | $435.8K | −$4.65K | Cut−$86.1K |
| Bragg Financial Advisors, Inc | 18.2K | $421.4K | −$4.5K | Cut−$23.6K |
| Focus Partners Wealth | 17.3K | $399.3K | −$3.56K | Added$60.2K |
| Dynamic Advisor Solutions LLC | 17.2K | $398.2K | −$4.26K | Cut−$4.21K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 17.2K | $397.3K | −$3.54K | Added$61.7K |
| Braun-Bostich & Associates Inc. | 17K | $394.4K | −$4.21K | Cut−$20.5K |
| Capital Asset Advisory Services LLC | 16.8K | $392.2K | −$1.4K | Added$78K |
| Carr Financial Group Corp | 16.1K | $373.3K | −$3.97K | Cut−$1.24K |
| Higgins & Schmidt Wealth Strategies LLC | 16.1K | $371.6K | −$3.8K | Added$11.4K |
| Cornerstone Financial Management LLC | 15.6K | $362K | −$3.86K | Cut−$8.21K |
| Occidental Asset Management, LLC | 15.6K | $361.7K | −$3.85K | Cut−$2.93K |
| True Link Financial Advisors, LLC | 15.5K | $359K | −$3.54K | Added$24.2K |
| Buttonwood Financial Group, LLC | 15.2K | $351.7K | −$4.52K | Cut−$18.9K |
| AE Wealth Management LLC | 15.2K | $350.6K | −$3.74K | Cut−$81.9K |
| Asempa Wealth Advisors | 15K | $345.3K | −$4.94K | Cut−$279.3K |
| Maia Wealth LLC | 14.8K | $343.1K | −$6.17K | Cut−$4.8K |
| Larson Financial Group LLC | 14.7K | $340K | −$3.63K | Cut−$10K |
| CURTIS WEALTH MANAGEMENT LLC | 14.7K | $339.3K | −$5.33K | Added$2.96K |
| UPTICK PARTNERS, LLC | 14.6K | $337.1K | −$3.5K | Added$5.52K |
| XY Planning Network, Inc. | 14.4K | $331.5K | −$4.72K | Cut−$3.92K |
| FIFTH THIRD BANCORP | 14.2K | $328.3K | — | New |
| Talisman Wealth Advisors LLC | 14.1K | $326.1K | −$4.27K | Cut−$29.5K |
| Five Pine Wealth Management | 13.9K | $321.6K | −$3.22K | Added$16.8K |
| BENJAMIN EDWARDS INC | 13.8K | $320.2K | −$3.23K | Added$14.2K |
| HARBOUR INVESTMENTS, INC. | 13.7K | $317.8K | −$3.33K | Added$2.76K |
| RED REEF ADVISORS LLC | 13.6K | $315.8K | −$3.34K | Cut−$1.05K |
| Tribridge Partners Financial LLC | 13.4K | $309K | −$3.34K | Cut−$3.33K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 13.2K | $305.8K | −$3.1K | Added$12.1K |
| WEALTHGARDEN F.S. LLC | 12.7K | $294.1K | −$4.68K | Cut−$881 |
| Klaas Financial Asset Advisors, LLC | 12.1K | $280.8K | −$3K | Cut−$3.22M |
| Rockefeller Capital Management L.P. | 12K | $278K | −$2.46K | Added$45K |
| JFS WEALTH ADVISORS, LLC | 12K | $278K | −$2.9K | Added$3.51K |
| NOTTINGHAM ADVISORS, INC. | 11.8K | $273.4K | −$2.92K | Cut−$4.32K |
| Baker Avenue Asset Management, LP | 11.8K | $272.3K | −$2.86K | Added$1.44K |
| Centurion Wealth Management LLC | 11.7K | $270.9K | −$2.6K | Added$24.3K |
| Western Wealth Management, LLC | 11.6K | $267.9K | −$2.84K | Cut−$1.36K |
| CFS Investment Advisory Services, LLC | 11.2K | $261.2K | −$598 | Added$5.3K |
| WBH ADVISORY INC | 11K | $252.7K | −$3.58K | Cut−$1.3K |
| Finley Financial, LLC | 10.8K | $251K | −$2.68K | Cut−$2.68K |
| RETIREMENT INCOME SOLUTIONS, INC | 10.8K | $250.9K | −$2.68K | Cut−$2.68K |
| PFG Advisors | 10.8K | $250.1K | −$2.67K | Cut−$37.1K |
| Independent Advisor Alliance | 10.7K | $247.9K | — | New |
| Csenge Advisory Group | 10.6K | $244.5K | — | New |
| Midwest Capital Advisors, LLC | 10.4K | $241.2K | −$2.47K | Added$6.95K |
| Rockport Wealth LLC | 10.3K | $239K | −$2.5K | Added$2.22K |
| Strategic Blueprint, LLC | 10K | $232K | −$2.46K | Cut−$10.8K |
| Morton Brown Family Wealth, LLC | 9.99K | $231.2K | −$1.87K | Added$54.1K |
| RESOLUTE WEALTH ADVISOR, INC. | 9.98K | $230.8K | — | Held |
| Godfrey Financial Associates, Inc. | 9.97K | $230.6K | −$2.41K | Added$1.99K |
| Veridan Wealth LLC | 9.92K | $229.4K | −$2.47K | Cut−$9.04K |
| Kingsview Wealth Management, LLC | 9.84K | $227.6K | −$2.43K | Cut−$4.58K |
| SAX WEALTH ADVISORS, LLC | 9.68K | $226.3K | $0 | Held |
| WARNER FINANCIAL, INC | 9.78K | $226K | $225.1K | Added$225.8K |
| Advyzon Investment Management, LLC | 9.71K | $224.6K | −$2.4K | Cut−$5.23K |
| LVW Advisors, LLC | 9.46K | $219K | −$2.18K | Added$12.5K |
| Stratos Wealth Partners, LTD. | 9.34K | $216.1K | −$2.13K | Added$14K |
| Capasso Planning Partners LLC | 9.26K | $214.3K | −$2.29K | Cut−$8.46K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 9.24K | $213.8K | −$2.28K | Cut−$2.28K |
| GTS FINANCIAL, LLC | 9.22K | $212.5K | — | Held |
| Kestra Investment Management, LLC | 9.02K | $208.7K | −$2.2K | Added$1.27K |
| GreatBanc Trust CO | 9K | $208.2K | — | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 8.86K | $205K | −$2.19K | Cut−$11.8K |
| Ashton Thomas Private Wealth, LLC | 8.78K | $203.1K | −$2.18K | Cut−$43.5K |
| Wharton Business Group, LLC | 8.76K | $202.7K | −$2.16K | Cut−$12.2K |
| Perennial Investment Advisors, LLC | 8.71K | $201.5K | — | New |
| MANNING & NAPIER ADVISORS LLC | 8.12K | $187.8K | −$2K | Cut−$5.86K |
| Portfolio Resources Advisor Group, Inc. | 7.95K | $183.9K | −$1.72K | Added$21.4K |
| BLAIR WILLIAM & CO/IL | 7.55K | $174.6K | −$1.88K | Cut−$9.2K |
| Transamerica Financial Advisors, LLC | 6.79K | $157.2K | −$1.16K | Added$46.1K |
| BlackRock, Inc. | 6.44K | $149K | −$1.54K | Added$3.18K |
| Acropolis Investment Management, LLC | 6.3K | $145.9K | — | New |
| Fairway Wealth LLC | 6.3K | $145.7K | −$1.55K | Cut−$485 |
| EASTERN BANK | 5.78K | $133.7K | −$1.43K | Cut−$13.9K |
| MAI Capital Management | 5.38K | $124.6K | −$1.29K | Added$1.19K |
| Financial Gravity Asset Management, Inc. | 5.23K | $121K | −$1.29K | Cut−$1.29K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 5.2K | $120.2K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 4.8K | $111K | −$1.19K | Cut−$2.82K |
| PNC Financial Services Group, Inc. | 4.35K | $100.7K | −$946 | Added$11.4K |
| GGM Financials LLC | 4.01K | $92.9K | −$980 | Cut−$309 |
| Investors Portfolio Services LLC | 3.75K | $86.8K | −$937 | Cut−$289 |
| Gen-Wealth Partners Inc | 3.74K | $86.6K | −$392 | Added$49.5K |
| SHP Wealth Management | 3.56K | $82.3K | −$879 | Cut−$879 |
| ST GERMAIN D J CO INC | 3.35K | $77.4K | −$826 | Cut−$826 |
| Aptus Capital Advisors, LLC | 3.31K | $76.5K | −$817 | Cut−$3.11K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 3.31K | $76.5K | — | New |
| Millstone Evans Group, LLC | 3.21K | $74.2K | −$793 | Cut−$793 |
| Milestone Investment Advisors LLC | 3K | $69.4K | −$741 | Cut−$741 |
| American Capital Advisory, LLC | 2.79K | $64.4K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 2.64K | $61K | −$651 | Cut−$651 |
| Marshall & Sterling Wealth Advisors Inc. | 2.41K | $55.8K | −$565 | Added$2.1K |
| Legacy Wealth Managment, LLC/ID | 2.32K | $53.6K | −$516 | Added$4.74K |
| CITIGROUP INC | 2.11K | $48.8K | −$511 | Added$461 |
| AMERIFLEX GROUP, INC. | 2.06K | $47.6K | −$440 | Added$5.9K |
| Glassy Mountain Advisors, Inc. | 2.01K | $46.5K | −$497 | Cut−$497 |
| CoreCap Advisors, LLC | 1.95K | $45.1K | −$396 | Cut−$396 |
| Centennial Bank/AR/ | 1.8K | $41.6K | −$396 | Added$4.23K |
| US BANCORP \DE\ | 1.69K | $39.1K | −$411 | Added$191 |
| Betterment LLC | 1.59M | $36.9K | −$383 | Cut−$588 |
| Wellington Grp LLC | 1.21K | $28.1K | — | New |
| NBT BANK N A /NY | 1.14K | $26.4K | −$26.2K | Cut−$282 |
| MATHER GROUP, LLC. | 1.11K | $25.8K | — | New |
Who left
- NewEdge Advisors, LLC$2.44M
- BARINGS LLC$2.11M
- RETIREMENT CAPITAL STRATEGIES$828.5K
- Quadrature Capital Ltd$684.7K
- Diversify Advisory Services, LLC$595K
- AXXCESS WEALTH MANAGEMENT, LLC$313.6K
- Two West Capital Advisors LLC$293.9K
- FIRST TRUST ADVISORS LP$286.8K
- NorthRock Partners, LLC$215.7K
- Level Financial Advisors$215K
- LIFE LINE WEALTH MANAGEMENT LLC$212.2K
- TME FINANCIAL, INC.$203.1K
- FLAGSHIP HARBOR ADVISORS, LLC$127.2K
- Smartleaf Asset Management LLC$24.9K
- Camelot Portfolios, LLC$16.5K
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.