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Ishrs Sh-Trm CA Muni ACT ETF (CALI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares834,970 from 345,438
Change+489,532 (+142%)
Value$41.6M (+$24.1M)
Filed 2026-11-06
Elmwood Wealth Management, Inc.
DECREASED
Shares216,023 from 229,610
Change-13,587 (-6%)
Value$10.8M (-$843.2K)
Filed 2026-10-14
Archvest Wealth Advisors, Inc.
NEW
Shares165,722
Change+165,722
Value$8.3M
Filed 2026-10-29
Bailard, Inc.
INCREASED
Shares132,246 from 57,765
Change+74,481 (+129%)
Value$6.6M (+$3.7M)
Filed 2026-10-13
DeLarme Wealth Management, Inc.
INCREASED
Shares98,541 from 96,404
Change+2,137 (+2%)
Value$4.9M (+$36.6K)
Filed 2026-10-30
Ndwm LLC
INCREASED
Shares92,771 from 88,772
Change+3,999 (+5%)
Value$4.6M (+$134.8K)
Filed 2026-11-05
Shah Wealth Advisors, LLC
INCREASED
Shares91,663 from 6,380
Change+85,283 (+1337%)
Value$4.6M (+$4.2M)
Filed 2026-11-06
Sweeney & Michel, LLC
INCREASED
Shares87,090 from 84,322
Change+2,768 (+3%)
Value$4.3M (+$91.9K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares69,822 from 64,912
Change+4,910 (+8%)
Value$3.5M (+$198.0K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
NEW
Shares66,451
Change+66,451
Value$3.3M
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares66,104 from 30,477
Change+35,627 (+117%)
Value$3.3M (+$1.8M)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares53,352 from 48,922
Change+4,430 (+9%)
Value$2.7M (+$185.2K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
NEW
Shares47,210
Change+47,210
Value$2.4M
Filed 2026-11-03
Fortitude Family Office, LLC
NEW
Shares41,952
Change+41,952
Value$2.1M
Filed 2026-10-14
KWB Wealth
INCREASED
Shares40,915 from 25,732
Change+15,183 (+59%)
Value$2.0M (+$737.6K)
Filed 2026-10-16
Financial Management Network Inc
DECREASED
Shares40,042 from 43,010
Change-2,968 (-7%)
Value$2.0M (-$176.1K)
Filed 2026-10-09
TriaGen Wealth Management LLC
INCREASED
Shares39,090 from 31,020
Change+8,070 (+26%)
Value$1.9M (+$379.5K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares30,251 from 149,618
Change-119,367 (-80%)
Value$1.5M (-$6.0M)
Filed 2026-10-13
Kanawha Capital Management LLC
INCREASED
Shares28,000 from 26,000
Change+2,000 (+8%)
Value$1.4M (+$80.8K)
Filed 2026-10-19
Atlas Private Wealth Advisors
DECREASED
Shares26,998 from 33,089
Change-6,091 (-18%)
Value$1.3M (-$327.4K)
Filed 2026-10-23
Shum Financial Group, Inc.
INCREASED
Shares24,215 from 8,592
Change+15,623 (+182%)
Value$1.2M (+$772.0K)
Filed 2026-10-13
Members Wealth LLC
DECREASED
Shares23,696 from 23,810
Change-114 (0%)
Value$1.2M (-$24.0K)
Filed 2026-10-20
Perigon Wealth Management, LLC
DECREASED
Shares22,455 from 23,050
Change-595 (-3%)
Value$1.1M (-$46.3K)
Filed 2026-10-22
Tortuga Wealth Management, Inc
INCREASED
Shares22,143 from 15,149
Change+6,994 (+46%)
Value$1.1M (+$337.7K)
Filed 2026-10-27
Spectrum Asset Management, Inc. (NB )
NEW
Shares21,230
Change+21,230
Value$1.1M
Filed 2026-10-19
Ariadne Wealth Management, LP
INCREASED
Shares19,251 from 12,927
Change+6,324 (+49%)
Value$958.9K (+$305.6K)
Filed 2026-11-06
Foronjy Financial LLC
NEW
Shares18,239
Change+18,239
Value$908.5K
Filed 2026-10-14
Creative Planning
INCREASED
Shares17,817 from 7,624
Change+10,193 (+134%)
Value$887.5K (+$502.2K)
Filed 2026-11-02
Basso Capital Management, L.P.
INCREASED
Shares17,640 from 6,830
Change+10,810 (+158%)
Value$878.6K (+$533.5K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
DECREASED
Shares17,584 from 20,700
Change-3,116 (-15%)
Value$875.9K (-$170.2K)
Filed 2026-10-21
Moneco Advisors, LLC
NEW
Shares17,500
Change+17,500
Value$871.7K
Filed 2026-11-05
Independent Financial Group, LLC
NEW
Shares15,091
Change+15,091
Value$751.7K
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,453 from 8,514
Change+5,939 (+70%)
Value$719.9K (+$289.7K)
Filed 2026-10-23
Meridian Wealth Management, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$697.3K (-$10.2K)
Filed 2026-11-05
Diversified Portfolios, Inc.
DECREASED
Shares12,837 from 15,771
Change-2,934 (-19%)
Value$639.4K (-$157.6K)
Filed 2026-11-04
Burton Enright Welch
NEW
Shares12,525
Change+12,525
Value$623.9K
Filed 2026-11-04
Weaver Consulting Group
INCREASED
Shares11,950 from 10,300
Change+1,650 (+16%)
Value$595.2K (+$74.7K)
Filed 2026-10-07
Sound Portfolio Advisors, LLC
DECREASED
Shares11,316 from 11,516
Change-200 (-2%)
Value$563.7K (-$18.3K)
Filed 2026-11-05
Kroeger Financial Partners
INCREASED
Shares11,275 from 10,167
Change+1,108 (+11%)
Value$561.6K (+$47.8K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares10,671 from 10,407
Change+264 (+3%)
Value$531.5K (+$5.6K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares10,119 from 8,519
Change+1,600 (+19%)
Value$504.0K (+$73.5K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
NEW
Shares9,660
Change+9,660
Value$481.2K
Filed 2026-10-13
Capital Advantage, Inc.
INCREASED
Shares9,412 from 9,313
Change+99 (+1%)
Value$468.8K (-$1.9K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares8,810 from 8,756
Change+54 (+1%)
Value$438.8K (-$3.7K)
Filed 2026-10-29
Wespac Advisors SoCal, LLC
DECREASED
Shares8,731 from 9,906
Change-1,175 (-12%)
Value$434.9K (-$65.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares7,754 from 6,879
Change+875 (+13%)
Value$386.2K (+$38.6K)
Filed 2026-10-08
Client First Capital LLC
DECREASED
Shares7,162 from 8,355
Change-1,193 (-14%)
Value$356.7K (-$65.5K)
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares6,789 from 6,789
Change0 (0%)
Value$338.2K (-$4.9K)
Filed 2026-10-15
Berkshire Money Management, Inc.
NEW
Shares6,541
Change+6,541
Value$325.8K
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares6,239
Change+6,239
Value$310.8K
Filed 2026-10-27
Integrated Advisors Network LLC
UNCHANGED
Shares5,946 from 5,946
Change0 (0%)
Value$296.2K (-$4.3K)
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares5,852 from 5,354
Change+498 (+9%)
Value$291.5K (+$20.9K)
Filed 2026-11-06
Richard P Slaughter Associates Inc
DECREASED
Shares5,825 from 11,389
Change-5,564 (-49%)
Value$290.1K (-$285.4K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares5,470 from 5,923
Change-453 (-8%)
Value$272.5K (-$26.8K)
Filed 2026-11-02
NWF Advisory Services Inc.
UNCHANGED
Shares5,358 from 5,358
Change0 (0%)
Value$266.9K (-$3.9K)
Filed 2026-10-19
Ehrlich Financial Group
DECREASED
Shares5,356 from 6,349
Change-993 (-16%)
Value$266.8K (-$54.1K)
Filed 2026-10-20
Selby Wealth Management, LLC
DECREASED
Shares5,286 from 10,997
Change-5,711 (-52%)
Value$263.3K (-$292.4K)
Filed 2026-10-16
Ignite Planners, LLC
NEW
Shares5,250
Change+5,250
Value$261.5K
Filed 2026-10-14
Meritas Wealth Management, LLC
INCREASED
Shares5,152 from 4,969
Change+183 (+4%)
Value$256.6K (+$5.5K)
Filed 2026-10-14
Wealth Architects, LLC
NEW
Shares4,852
Change+4,852
Value$241.7K
Filed 2026-11-03
Apella Capital, LLC
DECREASED
Shares4,688 from 8,522
Change-3,834 (-45%)
Value$233.3K (-$196.4K)
Filed 2026-10-08
Trilogy Capital Inc.
INCREASED
Shares4,540 from 4,520
Change+20 (+0%)
Value$226.1K (-$2.3K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
NEW
Shares4,500
Change+4,500
Value$224.1K
Filed 2026-10-26
Peak Financial Management, Inc.
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$219.2K (-$3.2K)
Filed 2026-10-16
Union Savings Bank
UNCHANGED
Shares2,954 from 2,954
Change0 (0%)
Value$147.1K (-$2.1K)
Filed 2026-10-14
Parallel Advisors, LLC
NEW
Shares2,000
Change+2,000
Value$99.6K
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$87.2K (-$1.3K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$78.8K ($0)
Filed 2026-11-06
Sunrise Financial Services, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$52.3K (-$761)
Filed 2026-10-21
Signature Resources Capital Management, LLC
NEW
Shares316
Change+316
Value$15.7K
Filed 2026-10-16
Blue Trust, Inc.
NEW
Shares140
Change+140
Value$7.0K
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares2
Change+2
Value$93
Filed 2026-10-21
Citizens Financial Group Inc
CLOSED
Shares0 from 286,382
Change-286,382 (-100%)
Value$0 (-$14.5M)
Filed 2026-10-23
Compound Planning, Inc.
CLOSED
Shares0 from 6,435
Change-6,435 (-100%)
Value$0 (-$325.2K)
Filed 2026-11-05
Stone Summit Wealth LLC
CLOSED
Shares0 from 4,916
Change-4,916 (-100%)
Value$0 (-$248.4K)
Filed 2026-10-14
River's Edge Wealth Management, LLC
CLOSED
Shares0 from 4,154
Change-4,154 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-19
Global Retirement Partners, LLC
N/A
Shares— from 276,204
Change-276,204 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 103,845
Change-103,845 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 66,419
Change-66,419 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 64,841
Change-64,841 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 58,359
Change-58,359 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 48,758
Change-48,758 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 42,671
Change-42,671 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 32,127
Change-32,127 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 30,138
Change-30,138 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 29,541
Change-29,541 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,644
Change-28,644 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,478
Change-27,478 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 26,239
Change-26,239 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 26,194
Change-26,194 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 23,991
Change-23,991 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 23,579
Change-23,579 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,841
Change-21,841 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,929
Change-20,929 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 20,687
Change-20,687 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,787
Change-16,787 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,580
Change-15,580 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,262
Change-14,262 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,360
Change-13,360 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,996
Change-12,996 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,884
Change-11,884 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 9,341
Change-9,341 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 9,137
Change-9,137 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 9,132
Change-9,132 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 7,973
Change-7,973 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 7,514
Change-7,514 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 990
Change-990 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED834,970345,438+489,532+142%$17.5M$41.6M+$24.1M2026-11-06
Elmwood Wealth Management, Inc.
DECREASED216,023229,610-13,587-6%$11.6M$10.8M-$843.2K2026-10-14
Archvest Wealth Advisors, Inc.
NEW165,722—+165,722——$8.3M—2026-10-29
Bailard, Inc.
INCREASED132,24657,765+74,481+129%$2.9M$6.6M+$3.7M2026-10-13
DeLarme Wealth Management, Inc.
INCREASED98,54196,404+2,137+2%$4.9M$4.9M+$36.6K2026-10-30
Ndwm LLC
INCREASED92,77188,772+3,999+5%$4.5M$4.6M+$134.8K2026-11-05
Shah Wealth Advisors, LLC
INCREASED91,6636,380+85,283+1337%$322.4K$4.6M+$4.2M2026-11-06
Sweeney & Michel, LLC
INCREASED87,09084,322+2,768+3%$4.2M$4.3M+$91.9K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED69,82264,912+4,910+8%$3.3M$3.5M+$198.0K2026-11-02
Robertson Stephens Wealth Management, LLC
NEW66,451—+66,451——$3.3M—2026-10-16
Valmark Advisers, Inc.
INCREASED66,10430,477+35,627+117%$1.5M$3.3M+$1.8M2026-11-06
HUB Investment Partners, LLC
INCREASED53,35248,922+4,430+9%$2.5M$2.7M+$185.2K2026-11-03
Ashton Thomas Private Wealth, LLC
NEW47,210—+47,210——$2.4M—2026-11-03
Fortitude Family Office, LLC
NEW41,952—+41,952——$2.1M—2026-10-14
KWB Wealth
INCREASED40,91525,732+15,183+59%$1.3M$2.0M+$737.6K2026-10-16
Financial Management Network Inc
DECREASED40,04243,010-2,968-7%$2.2M$2.0M-$176.1K2026-10-09
TriaGen Wealth Management LLC
INCREASED39,09031,020+8,070+26%$1.6M$1.9M+$379.5K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED30,251149,618-119,367-80%$7.5M$1.5M-$6.0M2026-10-13
Kanawha Capital Management LLC
INCREASED28,00026,000+2,000+8%$1.3M$1.4M+$80.8K2026-10-19
Atlas Private Wealth Advisors
DECREASED26,99833,089-6,091-18%$1.7M$1.3M-$327.4K2026-10-23
Shum Financial Group, Inc.
INCREASED24,2158,592+15,623+182%$434.2K$1.2M+$772.0K2026-10-13
Members Wealth LLC
DECREASED23,69623,810-1140%$1.2M$1.2M-$24.0K2026-10-20
Perigon Wealth Management, LLC
DECREASED22,45523,050-595-3%$1.2M$1.1M-$46.3K2026-10-22
Tortuga Wealth Management, Inc
INCREASED22,14315,149+6,994+46%$765.5K$1.1M+$337.7K2026-10-27
Spectrum Asset Management, Inc. (NB )
NEW21,230—+21,230——$1.1M—2026-10-19
Ariadne Wealth Management, LP
INCREASED19,25112,927+6,324+49%$653.3K$958.9K+$305.6K2026-11-06
Foronjy Financial LLC
NEW18,239—+18,239——$908.5K—2026-10-14
Creative Planning
INCREASED17,8177,624+10,193+134%$385.3K$887.5K+$502.2K2026-11-02
Basso Capital Management, L.P.
INCREASED17,6406,830+10,810+158%$345.2K$878.6K+$533.5K2026-10-30
Axxcess Wealth Management, LLC
DECREASED17,58420,700-3,116-15%$1.0M$875.9K-$170.2K2026-10-21
Moneco Advisors, LLC
NEW17,500—+17,500——$871.7K—2026-11-05
Independent Financial Group, LLC
NEW15,091—+15,091——$751.7K—2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED14,4538,514+5,939+70%$430.2K$719.9K+$289.7K2026-10-23
Meridian Wealth Management, LLC
UNCHANGED14,00014,00000%$707.5K$697.3K-$10.2K2026-11-05
Diversified Portfolios, Inc.
DECREASED12,83715,771-2,934-19%$797.0K$639.4K-$157.6K2026-11-04
Burton Enright Welch
NEW12,525—+12,525——$623.9K—2026-11-04
Weaver Consulting Group
INCREASED11,95010,300+1,650+16%$520.5K$595.2K+$74.7K2026-10-07
Sound Portfolio Advisors, LLC
DECREASED11,31611,516-200-2%$582.0K$563.7K-$18.3K2026-11-05
Kroeger Financial Partners
INCREASED11,27510,167+1,108+11%$513.8K$561.6K+$47.8K2026-10-19
Sowell Financial Services LLC
INCREASED10,67110,407+264+3%$525.9K$531.5K+$5.6K2026-10-23
Commonwealth Equity Services, LLC
INCREASED10,1198,519+1,600+19%$430.5K$504.0K+$73.5K2026-11-02
Fiduciary Financial Group, LLC
NEW9,660—+9,660——$481.2K—2026-10-13
Capital Advantage, Inc.
INCREASED9,4129,313+99+1%$470.7K$468.8K-$1.9K2026-10-14
Bell Investment Advisors, Inc
INCREASED8,8108,756+54+1%$442.5K$438.8K-$3.7K2026-10-29
Wespac Advisors SoCal, LLC
DECREASED8,7319,906-1,175-12%$500.6K$434.9K-$65.7K2026-10-13
Farther Finance Advisors, LLC
INCREASED7,7546,879+875+13%$347.6K$386.2K+$38.6K2026-10-08
Client First Capital LLC
DECREASED7,1628,355-1,193-14%$422.2K$356.7K-$65.5K2026-10-22
3 Factor Indexing, LLC
UNCHANGED6,7896,78900%$343.1K$338.2K-$4.9K2026-10-15
Berkshire Money Management, Inc.
NEW6,541—+6,541——$325.8K—2026-10-21
Elyxium Wealth, LLC
NEW6,239—+6,239——$310.8K—2026-10-27
Integrated Advisors Network LLC
UNCHANGED5,9465,94600%$300.5K$296.2K-$4.3K2026-10-20
Savant Capital, LLC
INCREASED5,8525,354+498+9%$270.6K$291.5K+$20.9K2026-11-06
Richard P Slaughter Associates Inc
DECREASED5,82511,389-5,564-49%$575.5K$290.1K-$285.4K2026-10-13
GC Wealth Management RIA, LLC
DECREASED5,4705,923-453-8%$299.3K$272.5K-$26.8K2026-11-02
NWF Advisory Services Inc.
UNCHANGED5,3585,35800%$270.8K$266.9K-$3.9K2026-10-19
Ehrlich Financial Group
DECREASED5,3566,349-993-16%$320.8K$266.8K-$54.1K2026-10-20
Selby Wealth Management, LLC
DECREASED5,28610,997-5,711-52%$555.7K$263.3K-$292.4K2026-10-16
Ignite Planners, LLC
NEW5,250—+5,250——$261.5K—2026-10-14
Meritas Wealth Management, LLC
INCREASED5,1524,969+183+4%$251.1K$256.6K+$5.5K2026-10-14
Wealth Architects, LLC
NEW4,852—+4,852——$241.7K—2026-11-03
Apella Capital, LLC
DECREASED4,6888,522-3,834-45%$429.7K$233.3K-$196.4K2026-10-08
Trilogy Capital Inc.
INCREASED4,5404,520+20+0%$228.4K$226.1K-$2.3K2026-10-20
Penobscot Investment Management Company, Inc.
NEW4,500—+4,500——$224.1K—2026-10-26
Peak Financial Management, Inc.
UNCHANGED4,4004,40000%$222.4K$219.2K-$3.2K2026-10-16
Union Savings Bank
UNCHANGED2,9542,95400%$149.3K$147.1K-$2.1K2026-10-14
Parallel Advisors, LLC
NEW2,000—+2,000——$99.6K—2026-11-03
Creative Financial Designs Inc
UNCHANGED1,7501,75000%$88.4K$87.2K-$1.3K2026-11-04
Allworth Financial LP
UNCHANGED1,5601,56000%$78.8K$78.8K$02026-11-06
Sunrise Financial Services, LLC
UNCHANGED1,0501,05000%$53.1K$52.3K-$7612026-10-21
Signature Resources Capital Management, LLC
NEW316—+316——$15.7K—2026-10-16
Blue Trust, Inc.
NEW140—+140——$7.0K—2026-10-15
Root Financial Partners, LLC
NEW2—+2——$93—2026-10-21
Citizens Financial Group Inc
CLOSED0286,382-286,382-100%$14.5M$0-$14.5M2026-10-23
Compound Planning, Inc.
CLOSED06,435-6,435-100%$325.2K$0-$325.2K2026-11-05
Stone Summit Wealth LLC
CLOSED04,916-4,916-100%$248.4K$0-$248.4K2026-10-14
River's Edge Wealth Management, LLC
CLOSED04,154-4,154-100%$209.4K$0-$209.4K2026-10-19
Global Retirement Partners, LLC
N/A—276,204-276,204-100%$14.0M———
First American Trust, FSB
N/A—103,845-103,845-100%$5.2M———
Composition Wealth, LLC
N/A—66,419-66,419-100%$3.4M———
Elequin Capital, LP
N/A—64,841-64,841-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—58,359-58,359-100%$2.9M———
Precision Wealth Strategies, LLC
N/A—48,758-48,758-100%$2.5M———
Pasadena Private Wealth, LLC
N/A—42,671-42,671-100%$2.2M———
HighTower Advisors, LLC
N/A—32,127-32,127-100%$1.6M———
M. Kulyk & Associates, LLC
N/A—30,138-30,138-100%$1.5M———
Wrapmanager Inc
N/A—29,541-29,541-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—28,644-28,644-100%$1.4M———
Osaic Holdings, Inc.
N/A—27,478-27,478-100%$1.4M———
Cary Street Partners Financial LLC
N/A—26,239-26,239-100%$1.3M———
Cerity Partners LLC
N/A—26,194-26,194-100%$1.3M———
FLC Capital Advisors
N/A—23,991-23,991-100%$1.2M———
Kera Capital Partners, Inc.
N/A—23,579-23,579-100%$1.2M———
Private Advisor Group, LLC
N/A—21,841-21,841-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—20,929-20,929-100%$1.1M———
Shared Vision Wealth Group LLC
N/A—20,687-20,687-100%$1.0M———
Fairview Capital Investment Management, LLC
N/A—17,000-17,000-100%$859.1K———
Mutual Advisors, LLC
N/A—16,787-16,787-100%$848.3K———
Beacon Pointe Advisors, LLC
N/A—15,580-15,580-100%$787.3K———
Cetera Investment Advisers
N/A—14,262-14,262-100%$720.7K———
Mariner, LLC
N/A—13,360-13,360-100%$675.1K———
UBS Group AG
N/A—12,996-12,996-100%$656.8K———
Savvy Advisors, Inc.
N/A—11,884-11,884-100%$600.6K———
V2 Financial group LLC
N/A—10,250-10,250-100%$518.0K———
Flatrock Wealth Partners LLC
N/A—9,341-9,341-100%$472.1K———
TRU Independence Asset Management 2, LLC
N/A—9,137-9,137-100%$461.7K———
Bristlecone Value Partners, LLC
N/A—9,132-9,132-100%$461.5K———
RWA Wealth Partners, LLC
N/A—8,153-8,153-100%$412.0K———
Chatterton & Associates Inc.
N/A—7,973-7,973-100%$402.0K———
NewEdge Advisors, LLC
N/A—7,959-7,959-100%$402.2K———
Seeds Investor LLC
N/A—7,713-7,713-100%$389.8K———
Vance Wealth, LLC
N/A—7,514-7,514-100%$379.7K———
Graybill Wealth Management, Ltd.
N/A—6,000-6,000-100%$303.2K———
Abound Financial, LLC
N/A—5,000-5,000-100%$252.7K———
Anchor Bay Capital, Inc.
N/A—5,000-5,000-100%$251.9K———
Betterment LLC
N/A—4,758-4,758-100%$240.0K———
Bridgewater Advisors Inc.
N/A—4,222-4,222-100%$212.4K———
Captrust Financial Advisors
N/A—4,000-4,000-100%$202.1K———
Citadel Advisors LLC
N/A—3,988-3,988-100%$201.5K———
Morgan Stanley
N/A—2,500-2,500-100%$126.3K———
Sankala Group LLC
N/A—2,201-2,201-100%$110.9K———
Cheviot Value Management, LLC
N/A—1,750-1,750-100%$88.4K———
Aptus Capital Advisors, LLC
N/A—1,547-1,547-100%$78.2K———
Smartleaf Asset Management LLC
N/A—1,426-1,426-100%$72.1K———
WealthCollab, LLC
N/A—1,291-1,291-100%$65.2K———
Strategic Wealth Partners, Ltd.
N/A—990-990-100%$50.0K———
Wells Fargo & Company
N/A—1-1-100%$43———
Showing 126 of 126 institutions