Stock
Reported value
$34.1B
Holders
838
+68 new · −60 exited
Holders’ est. mark
$539M
Price effect on 240 books still in the name
Largest holder
$6.15B
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $64.1M
- Citadel0.0% · $13.6M
- Icahn Capital0.0% · $4.27M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 133.1M | $6.15B | −$41.7M | Added$604.5M |
| JONES FINANCIAL COMPANIES LLLP | 79.6M | $3.65B | −$51.2M | Added$87.4M |
| BlackRock, Inc. | 70.8M | $3.27B | −$24.8M | Cut−$76.7M |
| WELLS FARGO & COMPANY/MN | 49.6M | $2.29B | −$16.8M | Added$57.9M |
| LPL Financial LLC | 47.3M | $2.18B | −$15.9M | Added$66.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30.3M | $1.4B | −$10M | Added$69.2M |
| MORGAN STANLEY | 26M | $1.2B | −$8.65M | Added$50.4M |
| Mariner, LLC | 18.9M | $875.2M | −$5.65M | Added$125M |
| JPMORGAN CHASE & CO | 17.9M | $825.6M | −$7.85M | Cut−$4.96M |
| CWM, LLC | 17.6M | $813.7M | $793.4M | Added$812.9M |
| Envestnet Portfolio Solutions, Inc. | 12.5M | $579.1M | −$4.36M | Cut−$1.14M |
| AMERIPRISE FINANCIAL INC | 11.5M | $533.1M | −$3.83M | Added$16M |
| Bank of New York Mellon Corp | 11M | $506.9M | −$3.37M | Added$58.2M |
| Cetera Investment Advisers | 10M | $463.9M | −$3.33M | Added$20.7M |
| Kestra Investment Management, LLC | 7.65M | $353.2M | −$1.61M | Added$138.9M |
| OneDigital Investment Advisors LLC | 7.59M | $350.6M | −$2.4M | Added$31.3M |
| MML INVESTORS SERVICES, LLC | 7.27M | $335.6M | −$2.54M | Cut−$10.6M |
| SigFig Wealth Management, LLC | 5.23M | $241.8M | −$1.62M | Added$26.3M |
| Johnson Financial Group, Inc. | 5.05M | $233.4M | −$24.8K | Added$230.1M |
| RAYMOND JAMES FINANCIAL INC | 4.94M | $228.1M | −$1.58M | Added$17.4M |
| Wealthspire Advisors, LLC | 4.73M | $218.4M | −$1.62M | Added$3.44M |
| GeoWealth Management, LLC | 4.66M | $215.4M | −$1.6M | Added$2.17M |
| ROYAL BANK OF CANADA | 4.3M | $198.5M | −$1.39M | Added$13.6M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4.1M | $189.5M | −$1.36M | Added$3.59M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.78M | $174.4M | −$1.18M | Added$18M |
| Savvy Advisors, Inc. | 3.34M | $154.4M | −$993.9K | Added$22.3M |
| First Command Advisory Services, Inc. | 3.11M | $143.5M | −$943.1K | Added$18.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.97M | $137M | −$1.04M | Cut−$8.3M |
| STIFEL FINANCIAL CORP | 2.93M | $135.2M | −$954K | Added$8.31M |
| Mason & Associates, LLC | 2.9M | $133.8M | −$990.9K | Added$2.06M |
| UBS Group AG | 2.82M | $130.1M | −$986.1K | Cut−$10.3M |
| OSAIC HOLDINGS, INC. | 2.77M | $128.1M | −$972.7K | Cut−$10.3M |
| Sanctuary Advisors, LLC | 2.67M | $123.2M | −$889.8K | Added$4.9M |
| BANK OF AMERICA CORP /DE/ | 2.52M | $116.5M | −$851.6K | Added$3.3M |
| JB Capital LLC | 2.51M | $116M | −$833.5K | Added$5.2M |
| Allworth Financial LP | 2.46M | $113.5M | −$859.8K | Cut−$2.71M |
| VICTORY CAPITAL MANAGEMENT INC | 2.4M | $110.8M | — | New |
| Symmetry Partners, LLC | 2.25M | $103.9M | −$782.2K | Cut−$137K |
| Farther Finance Advisors, LLC | 2.16M | $99.7M | −$766.2K | Added$20.5M |
| ASSETMARK, INC | 1.86M | $86.1M | −$629.3K | Added$2.44M |
| TRUIST FINANCIAL CORP | 1.76M | $81.3M | −$581.2K | Added$4.05M |
| Compass Ion Advisors, LLC | 1.76M | $81.1M | −$591.1K | Added$2.49M |
| SOFI WEALTH, LLC | 1.55M | $71.8M | −$422.6K | Added$15.6M |
| Baker Avenue Asset Management, LP | 1.48M | $68.4M | −$501K | Added$1.79M |
| PNC Financial Services Group, Inc. | 1.46M | $67.2M | −$504.3K | Added$164.2K |
| Fidelity | 1.39M | $64.1M | −$461.7K | Added$2.67M |
| Affinity Capital Advisors, LLC | 1.37M | $63.1M | −$478.4K | Cut−$1.42M |
| Focus Partners Wealth | 1.35M | $62.4M | −$472.4K | Cut−$12.5M |
| Integrated Wealth Concepts LLC | 1.31M | $60.4M | −$395.2K | Added$7.86M |
| Kestra Advisory Services, LLC | 1.28M | $59.2M | −$448.4K | Cut−$2.18M |
| Global Strategic Investment Solutions, LLC | 1.27M | $58.5M | −$429.3K | Added$1.42M |
| MCMORGAN & CO LLC | 1.25M | $57.6M | −$436.6K | Cut−$17.5M |
| &PARTNERS | 1.23M | $56.8M | −$512.1K | Cut−$3.79M |
| NorthRock Partners, LLC | 1.19M | $55.1M | −$406.8K | Added$959.8K |
| Apella Capital, LLC | 1.12M | $52.2M | −$8.25K | Added$13.8M |
| UNIVEST FINANCIAL Corp | 1.1M | $50.9M | −$348.9K | Added$4.48M |
| Avidian Wealth Enterprises, LLC | 1.1M | $50.8M | −$360.1K | Added$2.91M |
| SteelPeak Wealth, LLC | 1.09M | $50.4M | −$381.8K | Cut−$503.6K |
| Atria Investments, Inc | 1.07M | $49.5M | −$364.6K | Added$1.06M |
| Destination Wealth Management | 1.04M | $48.3M | −$351.5K | Added$1.52M |
| REGIONS FINANCIAL CORP | 1.04M | $47.9M | −$340.8K | Added$2.61M |
| CreativeOne Wealth, LLC | 1.03M | $47.4M | −$341K | Added$2.04M |
| Icon Wealth Advisors, LLC | 1.03M | $47.3M | −$368.7K | Added$4.45M |
| Stash Investments, LLC | 988.6K | $45.7M | −$330.8K | Added$1.68M |
| Sharkey, Howes & Javer | 983.7K | $45.4M | −$344.3K | Cut−$1.74M |
| Stone House Investment Management, LLC | 977.2K | $45.1M | −$330.1K | Added$1.25M |
| Johnson Bixby & Associates, LLC | 974.5K | $45M | −$325K | Added$1.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | 973.1K | $44.9M | −$333.3K | Added$622.6K |
| Intelligence Driven Advisers, LLC | 971.5K | $44.9M | −$340K | Cut−$3.64M |
| Spire Wealth Management | 878K | $40.6M | −$158.9K | Added$19.4M |
| MGO ONE SEVEN LLC | 871.6K | $40.3M | −$291.3K | Added$1.52M |
| INTEGRITY ALLIANCE, LLC. | 865.3K | $40M | −$281.4K | Added$2.55M |
| Composition Wealth, LLC | 815.1K | $37.7M | −$273.3K | Added$1.31M |
| JACOBSON & SCHMITT ADVISORS, LLC | 797.3K | $36.8M | −$272.7K | Added$565.4K |
| Strategic Blueprint, LLC | 767.5K | $35.5M | −$244.1K | Added$2.99M |
| JT Stratford LLC | 738.3K | $34.1M | −$258.4K | Cut−$4.12M |
| Baird Financial Group, Inc. | 718.5K | $33.2M | −$251.5K | Cut−$9.36M |
| Summit Financial, LLC | 714.4K | $33M | −$209.6K | Added$5.12M |
| ONE Advisory Partners, LLC | 711.1K | $32.8M | −$237.1K | Added$1.32M |
| ELEVATION WEALTH PARTNERS, LLC | 691.1K | $31.9M | −$234.9K | Added$692.3K |
| Trek Financial, LLC | 690.8K | $31.9M | −$224K | Added$2.12M |
| LANDMARK WEALTH MANAGEMENT, INC. | 680.1K | $31.4M | −$233.6K | Added$352K |
| Perigon Wealth Management, LLC | 679.2K | $31.4M | −$221.7K | Added$1.89M |
| Orion Porfolio Solutions, LLC | 673K | $31.1M | −$235.6K | Cut−$9.69M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 654.8K | $30.2M | −$62K | Added$23.7M |
| AE Wealth Management LLC | 643.2K | $29.7M | −$206K | Added$2.32M |
| Compound Planning, Inc. | 633.5K | $29.3M | −$200.9K | Added$2.55M |
| PRINCIPAL SECURITIES, INC. | 614.3K | $28.4M | −$190.2K | Added$3.09M |
| World Investment Advisors | 611.8K | $28.3M | −$204.7K | Added$1.04M |
| Corient Private Wealth LLC | 576.6K | $26.6M | −$234.2K | Cut−$457.8K |
| Stokes Family Office, LLC | 574.7K | $26.5M | −$201.2K | Cut−$2.53M |
| GM Advisory Group, LLC | 573.4K | $26.5M | −$200.7K | Cut−$538.7K |
| Horst & Graben Wealth Management LLC | 570.9K | $26.4M | −$120.2K | Added$381.5K |
| Brookstone Capital Management | 564.2K | $26.1M | −$185K | Added$1.46M |
| WEALTH ALLIANCE, LLC | 562.1K | $26M | −$167.4K | Added$3.7M |
| Skyline Advisors, Inc. | 558.5K | $25.8M | −$174.9K | Added$2.54M |
| Legacy Financial Group LLC | 558K | $25.8M | −$138.6K | Added$1M |
| PAX Financial Group, LLC | 553.8K | $25.6M | −$186.3K | Added$802.4K |
| Modern Wealth Management, LLC | 550.5K | $25.4M | −$176.6K | Added$7.11M |
| Cerity Partners LLC | 541.5K | $25M | −$20K | Added$22.4M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 495.9K | $22.9M | −$150.8K | Added$10.1M |
| Gateway Wealth Partners, LLC | 495K | $22.9M | −$55K | Added$15.5M |
| Regal Investment Advisors LLC | 492.8K | $22.8M | −$157.1K | Added$1.87M |
| Keystone Financial Services | 492.6K | $22.8M | −$172.4K | Cut−$434.7K |
| Elevated Financial Group LLC | 491.3K | $22.7M | −$153K | Added$2.35M |
| HighTower Advisors, LLC | 487K | $22.5M | −$153.3K | Added$2.08M |
| Blue Trust, Inc. | 483.6K | $22.3M | −$169.2K | Cut−$376.3K |
| Creative Planning | 470.4K | $21.7M | −$63.2K | Added$13.3M |
| Bay Harbor Wealth Management, LLC | 460.9K | $21.3M | −$156.6K | Added$471.8K |
| Frisch Financial Group, Inc. | 457.4K | $21.1M | −$82.9K | Added$10.1M |
| KWB Wealth | 447.7K | $20.8M | $9 | Cut−$401.7K |
| Invst, LLC | 441.8K | $20.4M | −$154.6K | Cut−$721.7K |
| Apeiron RIA LLC | 440.6K | $20.4M | −$139.4K | Cut−$548.4K |
| Concurrent Investment Advisors, LLC | 437.3K | $20.2M | −$119.2K | Added$4.35M |
| Vestmark Advisory Solutions, Inc. | 432.5K | $20M | −$31.5K | Added$15.8M |
| U.S. Capital Wealth Advisors, LLC | 428.4K | $19.8M | −$128.3K | Added$2.72M |
| West Wealth Group, LLC | 428.1K | $19.8M | −$141.2K | Added$997.3K |
| Merit Financial Group, LLC | 416.1K | $19.2M | −$145.6K | Cut−$4.29M |
| BANK OF HAWAII | 407.3K | $18.8M | −$142.5K | Cut−$198.5K |
| Advocacy Wealth Management, LLC | 405.9K | $18.7M | — | New |
| PFG Advisors | 402.9K | $18.6M | −$131K | Added$1.2M |
| Shared Vision Wealth Group LLC | 396.2K | $18.3M | −$213.4K | Cut−$162.7K |
| CFS Investment Advisory Services, LLC | 370.1K | $17.2M | −$3.7K | Cut−$6.96K |
| True Vision MN LLC | 370.2K | $17.1M | −$110.5K | Added$2.41M |
| WCG Wealth Advisors LLC | 366K | $16.9M | −$128.3K | Cut−$252.5K |
| One Wealth Advisors, LLC | 366K | $16.9M | −$120.2K | Added$926.9K |
| Arax Advisory Partners | 363.3K | $16.8M | −$2.42K | Added$16.5M |
| 5T Wealth, LLC | 360.4K | $16.6M | −$124.5K | Cut−$132.1K |
| HARBOUR INVESTMENTS, INC. | 358K | $16.5M | −$26.4K | Added$13M |
| Firestone Capital Management | 351.8K | $16.2M | −$122.3K | Cut−$9.66K |
| Private Advisor Group, LLC | 350.5K | $16.2M | −$114.6K | Added$949.9K |
| Opes Wealth Management LLC | 347.5K | $16M | −$121.6K | Cut−$142.8K |
| Forum Private Client Group LLC | 346.5K | $16M | −$117.2K | Added$344.5K |
| LIBERTY WEALTH MANAGEMENT LLC | 342.8K | $15.8M | −$104.2K | Added$525.9K |
| Claro Advisors Inc. | 341.1K | $15.8M | −$107K | Added$1.52M |
| Summit Wealth Partners, LLC | 338K | $15.6M | −$109.1K | Added$1.09M |
| Hoxton Planning & Management, LLC | 330.6K | $15.3M | −$108.5K | Added$841.4K |
| Rockefeller Capital Management L.P. | 330.6K | $15.3M | −$115.7K | Cut−$2.21M |
| Sovran Advisors, LLC | 328.9K | $15.2M | −$135.5K | Added$2.29M |
| D.A. DAVIDSON & CO. | 326.2K | $15.1M | −$114.2K | Cut−$608K |
| FIFTH THIRD BANCORP | 320.8K | $14.8M | −$983 | Added$14.7M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 317.2K | $14.6M | −$102K | Added$1.08M |
| ENDEAVOR PRIVATE WEALTH, INC. | 309.1K | $14.3M | −$94.7K | Added$1.68M |
| TIEMANN INVESTMENT ADVISORS, LLC | 301.8K | $13.9M | −$103.4K | Added$191.2K |
| Tanager Wealth Management LLP | 301.6K | $13.9M | −$105.5K | Cut−$2.91M |
| SWP FINANCIAL LLC | 297.9K | $13.8M | −$102.6K | Added$111.2K |
| Ancora Advisors LLC | 295.1K | $13.6M | −$91.6K | Added$1.45M |
| Citadel | 293.8K | $13.6M | — | New |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 288.2K | $13.3M | −$100.9K | Cut−$913.3K |
| WealthShield Partners, LLC | 286.3K | $13.2M | −$97K | Added$329K |
| Golden State Equity Partners | 285.3K | $13.2M | −$17.4K | Added$10.9M |
| J. Mark Nickell & Co. | 276.3K | $12.8M | −$87.6K | Added$1.11M |
| EWA, LLC | 274.8K | $12.7M | −$69K | Added$3.52M |
| Simplicity Wealth,LLC | 274K | $12.7M | −$89.4K | Added$773K |
| Atlatl Advisers LLC | 267.5K | $12.4M | −$72.1K | Added$2.76M |
| SEEDS INVESTOR LLC | 265.6K | $12.3M | — | New |
| ASHTON THOMAS SECURITIES, LLC | 263K | $12.1M | — | New |
| FINANCIAL LIFE ADVISORS | 257.2K | $11.9M | −$81.4K | Added$1.05M |
| Armor Investment Advisors, LLC | 256.4K | $11.8M | −$89.7K | Cut−$106.4K |
| RESOLUTE WEALTH ADVISOR, INC. | 254.5K | $11.8M | — | Held |
| Cornerstone Planning Group LLC | 253.7K | $11.7M | −$126.8K | Added$2.57M |
| Bensler, LLC | 252.6K | $11.7M | −$88.4K | Cut−$3.31M |
| SAGESPRING WEALTH PARTNERS, LLC | 252.2K | $11.6M | −$46.4K | Added$5.48M |
| Galvin, Gaustad & Stein, LLC | 250.2K | $11.6M | −$85.9K | Added$132.5K |
| TSA Wealth Managment LLC | 249.9K | $11.5M | −$83.6K | Added$429.3K |
| Vise Technologies, Inc. | 243.8K | $11.3M | $0 | Held |
| JANE STREET GROUP, LLC | 239.8K | $11.1M | — | New |
| Independent Advisor Alliance | 226.8K | $10.5M | — | New |
| CLIENT 1ST ADVISORY GROUP, LLC | 224K | $10.3M | −$72.7K | Added$685.2K |
| Arkadios Wealth Advisors | 221K | $10.2M | −$37.1K | Added$5.27M |
| Apollon Wealth Management, LLC | 221K | $10.2M | −$72.9K | Added$521.4K |
| Advisory Services Network, LLC | 221K | $10.2M | −$60.6K | Added$2.15M |
| Csenge Advisory Group | 219.6K | $10.1M | −$76.8K | Cut−$313.8K |
| Legacy Wealth Partners, LLC | 218K | $10.1M | −$12.9K | Added$8.36M |
| Focus Financial Network, Inc. | 217K | $10M | −$57.1K | Added$2.43M |
| RETIREMENT CAPITAL STRATEGIES | 213.6K | $9.87M | −$70.6K | Added$482.1K |
| Mosley Wealth Management | 209.5K | $9.79M | $12.5K | Added$73.1K |
| Security Financial Services, INC. | 210.1K | $9.7M | −$69K | Added$526.5K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 204.6K | $9.45M | −$84.8K | Added$1.2M |
| Heck Capital Advisors, LLC | 201.9K | $9.33M | −$70.3K | Cut−$16.7K |
| Orgel Wealth Management, LLC | 201.7K | $9.31M | −$70.6K | Cut−$166.8K |
| Triangle Securities Wealth Management | 199.7K | $9.22M | −$68.3K | Added$141.8K |
| New Capital Management LP | 193.8K | $8.95M | −$64.8K | Added$329K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 191.8K | $8.86M | −$22.8K | Added$5.82M |
| Veridan Wealth LLC | 191.2K | $8.83M | −$66.9K | Cut−$70K |
| Mayflower Financial Advisors, LLC | 190.8K | $8.81M | −$62.9K | Added$449.9K |
| Barnes Wealth Management Group, Inc | 188.5K | $8.71M | −$62.2K | Added$425.2K |
| Kilter Group LLC | 185.4K | $8.56M | −$61.3K | Added$409.7K |
| Ashton Thomas Private Wealth, LLC | 180.3K | $8.33M | −$60.7K | Added$255.1K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 178.5K | $8.27M | −$36.8K | Added$119.9K |
| Patriot Financial Group Insurance Agency, LLC | 177.3K | $8.19M | −$31.1K | Added$4.05M |
| KICKSTAND VENTURES, LLC. | 177.2K | $8.19M | −$61.8K | Cut−$31K |
| Polaris Investment Advisors, LLC | 175.1K | $8.09M | −$57.7K | Added$417.8K |
| Pinion Investment Advisors, LLC | 170K | $7.85M | −$45.1K | Added$1.85M |
| Cypress Wealth Services, LLC | 166.8K | $7.7M | −$52.8K | Added$687.6K |
| QUATTRO FINANCIAL ADVISORS LLC | 165.4K | $7.64M | −$53.1K | Added$572.5K |
| Alliance Private Wealth, LLC | 164K | $7.57M | −$45.9K | Cut−$128.1K |
| Trivium Point Advisory, LLC | 162.5K | $7.51M | −$56.9K | Cut−$377.6K |
| Centurion Wealth Management LLC | 162K | $7.48M | −$55.7K | Added$81.1K |
| Royal Fund Management, LLC | 159.2K | $7.35M | −$56.9K | Cut−$194.6K |
| Diversified Portfolios, Inc. | 157.9K | $7.29M | −$55.2K | Cut−$1.57M |
| Yukon Wealth Management, Inc. | 156K | $7.21M | −$40.6K | Cut−$71K |
| Rothschild Wealth LLC | 154.2K | $7.12M | −$50.2K | Added$443.9K |
| Keebeck Wealth Management | 152.3K | $7.03M | −$14.9K | Added$5.05M |
| Leonard Rickey Investment Advisors P.L.L.C. | 151.2K | $6.98M | −$34.2K | Added$2.43M |
| J.E. Simmons & Co., P.C. | 150.4K | $6.95M | −$32.7K | Added$2.6M |
| Davis Wealth Advisors, LLC | 149.2K | $6.89M | −$50.2K | Added$223.6K |
| SAX WEALTH ADVISORS, LLC | 146.2K | $6.81M | $0 | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 143.7K | $6.64M | −$48.4K | Added$194.5K |
| IFP Advisors, Inc | 143.3K | $6.62M | −$49.8K | Cut−$2.08K |
| Integrity Advisory Solutions, LLC | 143.2K | $6.61M | −$45.7K | Added$531.8K |
| Randall & Associates Wealth Management | 143.1K | $6.61M | −$49.4K | Added$42.1K |
| Snowden Capital Advisors LLC | 142.7K | $6.59M | −$46.8K | Added$378.3K |
| SageGuard Financial Group, LLC | 141.8K | $6.55M | −$19.9K | Added$3.91M |
| Xena Financial Planning, LLC | 139.5K | $6.44M | −$43.7K | Added$632.5K |
| VERUS CAPITAL PARTNERS, LLC | 137.5K | $6.35M | −$48.2K | Cut−$1.29M |
| CONSCIOUS WEALTH INVESTMENTS, LLC | 135.8K | $6.3M | −$29.7K | Cut−$32K |
| FFG RETIREMENT ADVISORS LLC | 134K | $6.19M | −$46.9K | Cut−$1.7M |
| MILESTONE ASSET MANAGEMENT, LLC | 131.1K | $6.05M | — | New |
| EIGHT 31 FINANCIAL, LLC | 130.6K | $6.03M | −$45.7K | Cut−$58.1K |
| J.M. Arbour, LLC | 130.3K | $6.02M | −$42.9K | Added$308.8K |
| Maridea Wealth Management LLC | 130.1K | $6.01M | −$38.8K | Added$855.7K |
| Daviman Financial, LLC | 129.8K | $6M | −$43.7K | Added$183.5K |
| Westside Investment Management, Inc. | 129.6K | $5.99M | −$44.4K | Added$87.4K |
| Mutual Advisors, LLC | 128.7K | $5.94M | −$45K | Cut−$8.17M |
| Steward Partners Investment Advisory, LLC | 128K | $5.91M | −$26.6K | Added$2.38M |
| BCU Wealth Advisors, LLC | 127.6K | $5.89M | −$42.3K | Added$266.5K |
| Kingsview Wealth Management, LLC | 127.2K | $5.88M | −$44.5K | Cut−$5.81M |
| Vertex Planning Partners, LLC | 127.1K | $5.87M | −$39K | Added$685.2K |
| B. Riley Wealth Advisors, Inc. | 126.7K | $5.84M | −$54.5K | Added$79.7K |
| Portfolio Resources Advisor Group, Inc. | 124.1K | $5.73M | −$39.8K | Added$437.5K |
| ALTERNA WEALTH MANAGEMENT, INC | 121.6K | $5.61M | −$27.9K | Added$1.9M |
| LifePlan Investment Advisors, Inc. | 120.2K | $5.55M | −$38.1K | Added$482.1K |
| Forthright Family Wealth Advisory LLC | 116.4K | $5.3M | — | New |
| Shira Ridge Wealth Management | 114.8K | $5.3M | −$34.4K | Added$731.2K |
| Equitable Holdings, Inc. | 111.4K | $5.19M | −$67 | Added$1.67M |
| RFG Advisory, LLC | 111.9K | $5.17M | −$39.1K | Cut−$204.7K |
| Ignite Planners, LLC | 109.9K | $5.09M | −$40K | Added$171.9K |
| Clear Creek Financial Management, LLC | 110K | $5.08M | −$28.2K | Added$1.33M |
| Lido Advisors, LLC | 104.9K | $4.84M | −$28.7K | Added$2.21M |
| Able Wealth Management LLC | 104.7K | $4.84M | −$27.4K | Added$1.19M |
| Park Place Capital Corp | 104.1K | $4.81M | −$32.8K | Added$439.6K |
| FORTE ASSET MANAGEMENT LLC | 103.9K | $4.8M | −$36.4K | Cut−$232.3K |
| SWMG, LLC | 103.6K | $4.79M | −$49.7K | Cut−$241.6K |
| Continuum Advisory, LLC | 102.8K | $4.75M | −$34.1K | Added$221.5K |
| JFS WEALTH ADVISORS, LLC | 101.2K | $4.68M | −$222 | Added$4.65M |
| Invesco Ltd. | 100.4K | $4.64M | −$35.1K | Cut−$825.7K |
| Capital Investment Management, Inc. | 96.1K | $4.44M | −$30.4K | Added$392.1K |
| Chatterton & Associates Inc. | 95.1K | $4.41M | −$14.6K | Added$1.18M |
| Venturi Wealth Management, LLC | 92.7K | $4.28M | −$32.5K | Cut−$1.15M |
Who left
- NewEdge Advisors, LLC$131.9M
- Coppell Advisory Solutions LLC$21.4M
- MOULTON WEALTH MANAGEMENT, INC$9.32M
- Diversify Advisory Services, LLC$7.97M
- PFW Advisors LLC$6.02M
- Worth Financial Advisory Group, LLC$5.03M
- IFG Advisory, LLC$3.48M
- Edgestream Partners, L.P.$2.06M
- BCS Wealth Management$1.76M
- Waterloo Capital, L.P.$1.12M
- Hilltop Holdings Inc.$720.1K
- Headlands Technologies LLC$700.4K
- Capital Management Associates, Inc$581.5K
- TIAA TRUST, NATIONAL ASSOCIATION$516.3K
- Van Diest Capital, LLC$494.9K
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.