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Columbia Banking System Inc (COLB)

CUSIP: 197236102 | NYSE | Financial Services · Banks - Regional | Mid Cap | 1275 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP14,143,142
0.1% of portfolio›$404.5M
MacKenzie Financial Corp3,615,152
0.1% of portfolio›$103.4M
Pzena Investment Management LLC2,084,555
0.2% of portfolio›$59.6M
Cooke & Bieler LP1,214,867
0.5% of portfolio›$34.7M
Leeward Investments, LLC - MA808,364
1.2% of portfolio›$23.1M
Principal Financial Group Inc649,722
0.0% of portfolio›$18.6M
Creative Planning485,382
0.0% of portfolio›$13.9M
ZWJ Investment Counsel Inc332,845
0.3% of portfolio›$9.5M
Channing Capital Management, LLC331,566
0.2% of portfolio›$9.5M
Gilman Hill Asset Management, LLC327,639
1.3% of portfolio›$9.4M
Citigroup Inc318,514
0.0% of portfolio›$9.1M
New York State Teachers Retirement System309,853
0.0% of portfolio›$8.9M
Retirement Systems of Alabama291,798
0.0% of portfolio›$8.3M
Moody Aldrich Partners LLC271,306
1.5% of portfolio›$7.8M
Mirae Asset Global Investments Co., Ltd.269,611
0.0% of portfolio›$7.7M
Highland Capital Management, LLC174,395
0.2% of portfolio›$5.0M
TD Private Client Wealth LLC157,902
0.1% of portfolio›$4.5M
Capital Advisors Wealth Management, LLC156,878
0.5% of portfolio›$4.5M
Vest Financial, LLC132,240
0.0% of portfolio›$3.8M
Clean Yield Group127,526
0.9% of portfolio›$3.6M
Amalgamated Bank126,204
0.1% of portfolio›$3.6M
Mutual of America Capital Management LLC103,084
0.0% of portfolio›$2.9M
Wealth Enhancement Advisory Services, LLC102,112
0.0% of portfolio›$2.6M
D.A. Davidson & Co.98,533
0.0% of portfolio›$2.8M
Hennessy Advisors Inc94,000
0.1% of portfolio›$2.7M
Sterling Capital Management LLC88,715
0.1% of portfolio›$2.5M
Sippican Capital Advisors85,694
1.6% of portfolio›$2.5M
Louisiana State Employees Retirement System84,000
0.0% of portfolio›$2.4M
State of New Jersey Common Pension Fund D83,599
0.0% of portfolio›$2.4M
Arga Investment Management, LP82,893
0.1% of portfolio›$2.4M
Arizona State Retirement System81,530
0.0% of portfolio›$2.3M
Range Financial Group LLC80,176
0.6% of portfolio›$2.3M
Linden Thomas Advisory Services, LLC79,750
0.2% of portfolio›$2.3M
Access Investment Management LLC78,389
0.5% of portfolio›$2.2M
Nisa Investment Advisors, LLC73,538
0.0% of portfolio›$2.1M
TD Waterhouse Canada Inc.73,408
0.0% of portfolio›$2.1M
Yousif Capital Management, LLC73,051
0.0% of portfolio›$2.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS67,527
0.0% of portfolio›$1.9M
State of Michigan Retirement System66,341
0.0% of portfolio›$1.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.59,615
0.0% of portfolio›$1.7M
Oregon Public Employees Retirement Fund58,588
0.0% of portfolio›$1.7M
Sowell Financial Services LLC58,028
0.1% of portfolio›$1.7M
Mengis Capital Management, Inc.52,619
0.2% of portfolio›$1.5M
Ausbil Investment Management Ltd51,634
0.7% of portfolio›$1.5M
DekaBank Deutsche Girozentrale49,305
0.0% of portfolio›$1.4M
Rosenthal | Henry Capital Advisors, Inc.46,806
1.2% of portfolio›$1.3M
Quad-Cities Investment Group, LLC45,835
0.5% of portfolio›$1.3M
Pictet Asset Management Holding SA44,864
0.0% of portfolio›$1.3M
Gateway Investment Advisers LLC43,044
0.0% of portfolio›$1.2M
Hussman Strategic Advisors, Inc.42,000
0.3% of portfolio›$1.2M
New York Life Investment Management LLC41,906
0.0% of portfolio›$1.2M
Quadrant Capital Group LLC40,764
0.0% of portfolio›$1.2M
Brighton Jones LLC36,473
0.0% of portfolio›$1.0M
State of Alaska, Department of Revenue33,778
0.0% of portfolio›$965.0K
Xponance LLC33,077
0.0% of portfolio›$946.0K
Tred Avon Family Wealth, LLC31,191
0.3% of portfolio›$892.1K
Farther Finance Advisors, LLC31,076
0.0% of portfolio›$888.8K
Hennion & Walsh Asset Management, Inc.29,789
0.0% of portfolio›$852.0K
Achmea Investment Management B.V.27,800
0.0% of portfolio›$795.7K
Commonwealth Equity Services, LLC26,773
0.0% of portfolio›$765.7K
Evergreen Capital Management LLC26,052
0.0% of portfolio›$745.1K
Atria Investments, Inc25,860
0.0% of portfolio›$739.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management25,107
0.0% of portfolio›$718.1K
Moody National Bank Trust Division24,687
0.1% of portfolio›$706.0K
CWC Advisors, Llc.22,994
0.3% of portfolio›$657.6K
AlphaCore Capital LLC21,820
0.0% of portfolio›$624.0K
Salzhauer Michael21,198
0.2% of portfolio›$606.3K
Aaron Wealth Advisors LLC20,151
0.0% of portfolio›$576.3K
Exchange Traded Concepts, LLC19,291
0.0% of portfolio›$551.7K
Swiss Life Asset Management Ltd19,289
0.0% of portfolio›$551.7K
Alps Advisors Inc19,270
0.0% of portfolio›$551.1K
Chicago Partners Investment Group LLC19,261
0.0% of portfolio›$594.3K
Inscription Capital, LLC19,242
0.1% of portfolio›$550.3K
Virginia Retirement Systems ET Al19,200
0.0% of portfolio›$549.1K
Kestra Advisory Services, LLC18,691
0.0% of portfolio›$534.6K
EverSource Wealth Advisors, LLC17,900
0.0% of portfolio›$511.9K
Kestra Private Wealth Services, LLC16,973
0.0% of portfolio›$485.4K
Crossmark Global Holdings, Inc.16,922
0.0% of portfolio›$484.0K
Diligent Investors, LLC16,911
0.1% of portfolio›$483.7K
Golden State Wealth Management, LLC16,636
0.0% of portfolio›$475.8K
Wedmont Private Capital16,546
0.0% of portfolio›$472.1K
Vanguard Capital Wealth Advisors16,525
0.3% of portfolio›$472.6K
Freedom Day Solutions, LLC15,905
0.1% of portfolio›$454.9K
Inspire Investing, LLC15,587
0.0% of portfolio›$445.8K
Columbia Bank15,000
0.1% of portfolio›$429.0K
Keybank National Association14,979
0.0% of portfolio›$428.4K
Lanark Financial, Inc.14,951
0.0% of portfolio›$427.6K
Unison Advisors LLC14,482
0.0% of portfolio›$414.2K
Wedbush Securities Inc12,127
0.0% of portfolio›$347.0K
True Private Wealth Advisors11,899
0.0% of portfolio›$340.3K
Ferguson Wellman Capital Management, Inc11,765
0.0% of portfolio›$336.5K
NorthCrest Asset Manangement, LLC11,055
0.0% of portfolio›$315.4K
Certuity, LLC11,018
0.0% of portfolio›$315.1K
HUB Investment Partners, LLC10,974
0.0% of portfolio›$313.9K
Signaturefd, LLC10,792
0.0% of portfolio›$308.7K
ProShare Advisors LLC10,750
0.0% of portfolio›$307.5K
Gamma Investing LLC10,749
0.0% of portfolio›$307.4K
Equitable Trust Co10,634
0.0% of portfolio›$304.1K
KBC Group NV10,293
0.0% of portfolio›$294.0K
Indivisible Partners10,160
0.0% of portfolio›$290.6K
Crestwood Advisors Group, LLC10,092
0.0% of portfolio›$288.6K
Concurrent Investment Advisors, LLC10,022
0.0% of portfolio›$286.6K
Robertson Stephens Wealth Management, LLC9,806
0.0% of portfolio›$280.5K
Bailard, Inc.9,700
0.0% of portfolio›$277.4K
Horst & Graben Wealth Management LLC9,586
0.0% of portfolio›$274.1K
Choreo, LLC9,256
0.0% of portfolio›$264.7K
CIBC Asset Management Inc9,139
0.0% of portfolio›$261.4K
Vontobel Holding Ltd.8,830
0.0% of portfolio›$252.5K
North Dakota State Investment Board8,756
0.0% of portfolio›$250.4K
Revolve Wealth Partners, LLC8,406
0.0% of portfolio›$240.4K
Profund Advisors LLC8,322
0.0% of portfolio›$238.0K
Independent Financial Group, LLC7,902
0.0% of portfolio›$226.0K
Lido Advisors, LLC7,649
0.0% of portfolio›$218.8K
Praxis Investment Management Inc7,638
0.0% of portfolio›$218.0K
HB Wealth Management, LLC7,622
0.0% of portfolio›$218.0K
Versant Capital Management, Inc7,564
0.0% of portfolio›$216.3K
Keudell ison Wealth Management7,443
0.0% of portfolio›$212.9K
One Way Holdings LLC7,335
0.0% of portfolio›$209.8K
Paragon Capital Management Ltd7,329
0.0% of portfolio›$209.6K
Principle Wealth Partners LLC7,326
0.0% of portfolio›$209.5K
Apella Capital, LLC7,177
0.0% of portfolio›$202.8K
Fifth Third Wealth Advisors LLC7,159
0.0% of portfolio›$204.7K
Parallel Advisors, LLC6,508
0.0% of portfolio›$186.1K
Bayforest Capital Ltd4,592
0.2% of portfolio›$131.3K
Strs Ohio3,862
0.0% of portfolio›$110.5K
Bfsg, LLC2,938
0.0% of portfolio›$84.0K
Triumph Capital Management2,681
0.0% of portfolio›$76.7K
Hilton Head Capital Partners, LLC2,321
0.0% of portfolio›$66.4K
Fulcrum Asset Management LLP2,305
0.0% of portfolio›$66.1K
Plante Moran Financial Advisors, LLC1,947
0.0% of portfolio›$55.7K
Covestor Ltd1,863
0.1% of portfolio›$53.0K
Simplex Trading, LLC1,858
0.0% of portfolio›$53.1K
SBI Securities Co., Ltd.1,660
0.0% of portfolio›$47.5K
First Pacific Financial1,603
0.0% of portfolio›$45.8K
First Horizon Corp1,554
0.0% of portfolio›$44.4K
Parkside Financial Bank & Trust1,505
0.0% of portfolio›$43.0K
Elyxium Wealth, LLC1,442
0.0% of portfolio›$41.2K
Heritage Family Offices, LLP1,429
0.0% of portfolio›$40.9K
Elevation Wealth Partners, LLC1,352
0.0% of portfolio›$38.7K
Root Financial Partners, LLC1,194
0.0% of portfolio›$34.1K
IFP Advisors, Inc1,191
0.0% of portfolio›$34.1K
Cedar Mountain Advisors, LLC1,144
0.0% of portfolio›$32.7K
1620 Investment Advisors, Inc.1,037
0.0% of portfolio›$29.7K
Mosley Wealth Management1,014
0.0% of portfolio›$29.0K
Mitsubishi UFJ Asset Management Co., Ltd.909
0.0% of portfolio›$26.0K
Pension & Wealth Management Advisors, Inc.848
0.0% of portfolio›$24.3K
CX Institutional816
0.0% of portfolio›$23
SJS Investment Consulting Inc.747
0.0% of portfolio›$21.4K
Mather Group, Llc.725
0.0% of portfolio›$20.7K
True Wealth Design, LLC694
0.0% of portfolio›$19.8K
Salomon & Ludwin, LLC653
0.0% of portfolio›$18.7K
Brown, Lisle Ings, Inc.507
0.0% of portfolio›$14.5K
Fortitude Family Office, LLC489
0.0% of portfolio›$14.0K
Assetmark, Inc462
0.0% of portfolio›$13.2K
WPG Advisers, LLC377
0.0% of portfolio›$10.8K
James T. Borello RIA369
0.0% of portfolio›$10.6K
GoalVest Advisory LLC353
0.0% of portfolio›$10.1K
Private Trust Co NA336
0.0% of portfolio›$9.6K
Quest 10 Wealth Builders, Inc.318
0.0% of portfolio›$9.1K
Farmers & Merchants Investments Inc250
0.0% of portfolio›$7.2K
Owl Creek Wealth Partners LLC245
0.0% of portfolio›$7.0K
Physician Wealth Advisors, Inc.243
0.0% of portfolio›$7.0K
JFS Wealth Advisors, LLC217
0.0% of portfolio›$6.2K
Flagship Wealth Advisors, LLC200
0.0% of portfolio›$5.7K
Bare Financial Services, Inc185
0.0% of portfolio›$5.3K
Pinnacle Wealth Planning Services, Inc.163
0.0% of portfolio›$4.7K
Ascentis Wealth Management, LLC147
0.0% of portfolio›$4.2K
DecisionPoint Financial, LLC137
0.0% of portfolio›$3.9K
Creative Capital Management Investments LLC124
0.0% of portfolio›$3.5K
Bell Investment Advisors, Inc112
0.0% of portfolio›$3.2K
High Note Wealth, LLC101
0.0% of portfolio›$2.9K
Capital Advisors, Ltd. LLC98
0.0% of portfolio›$3
Avion Wealth98
0.0% of portfolio›$2
MassMutual Private Wealth & Trust, FSB98
0.0% of portfolio›$2.8K
Cromwell Holdings LLC98
0.0% of portfolio›$2.8K
Essential Partners LLC97
0.0% of portfolio›$2.8K
Birch Financial Group, LLC91
0.0% of portfolio›$2.6K
Spire Wealth Management81
0.0% of portfolio›$2.3K
Westside Investment Management, Inc.63
0.0% of portfolio›$1.8K
Bay Harbor Wealth Management, LLC56
0.0% of portfolio›$1.6K
DiNuzzo Private Wealth, Inc.45
0.0% of portfolio›$1.3K
Retirement Wealth Solutions LLC44
0.0% of portfolio›$1.3K
Valley National Advisers Inc39
0.0% of portfolio›$1.1K
Hughes Financial Services, LLC34
0.0% of portfolio›$1.1K
Breakwater Investment Management32
0.0% of portfolio›$916
Advocate Investing Services LLC31
0.0% of portfolio›$887
Creative Financial Designs Inc22
0.0% of portfolio›$629
Planning Strategies Inc.21
0.0% of portfolio›$601
Financial Consulate, Inc18
0.0% of portfolio›$515
Signature Equity Partners, LLC17
0.0% of portfolio›$486
MV Capital Management, Inc.16
0.0% of portfolio›$458
Tradewinds Capital Management, LLC15
0.0% of portfolio›$429
Activest Wealth Management10
0.0% of portfolio›$286
Provenance Wealth Advisors, LLC10
0.0% of portfolio›$286
Buck Wealth Strategies, LLC7
0.0% of portfolio›$200
Pacific Center for Financial Services6
0.0% of portfolio›$172
American Capital Advisory, LLC5
0.0% of portfolio›$143
Torren Management, LLC4
0.0% of portfolio›$116
Maryland Capital Advisors Inc.3
0.0% of portfolio›$86
IMG Wealth Management, Inc.3
0.0% of portfolio›$86
CGC Financial Services, LLC2
0.0% of portfolio›$57
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
14,143,142$404.5M0.1%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
3,615,152$103.4M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Pzena Investment Management LLC
2,084,555$59.6M0.2%Deep ValueMediumNew York, NY2026-10-30
Cooke & Bieler LP
1,214,867$34.7M0.5%Deep ValueMediumPhiladelphia, PA2026-10-21
Leeward Investments, LLC - MA
808,364$23.1M1.2%Deep ValueLowBoston, MA2026-10-23
Principal Financial Group Inc
649,722$18.6M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
485,382$13.9M0.0%IndexVery LowOverland Park, KS2026-11-02
ZWJ Investment Counsel Inc
332,845$9.5M0.3%CoreLowAtlanta, GA2026-10-15
Channing Capital Management, LLC
331,566$9.5M0.2%ValueHighChicago, IL2026-11-02
Gilman Hill Asset Management, LLC
327,639$9.4M1.3%YieldMediumNew Canaan, CT2026-10-13
Citigroup Inc
318,514$9.1M0.0%CoreMediumNew York, NY2026-11-04
New York State Teachers Retirement System
309,853$8.9M0.0%CoreVery LowAlbany, NY2026-10-22
Retirement Systems of Alabama
291,798$8.3M0.0%IndexLowMontgomery, AL2026-11-04
Moody Aldrich Partners LLC
271,306$7.8M1.5%ValueHighMarblehead, MA2026-10-27
Mirae Asset Global Investments Co., Ltd.
269,611$7.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
Highland Capital Management, LLC
174,395$5.0M0.2%GrowthMediumMemphis, TN2026-10-26
TD Private Client Wealth LLC
157,902$4.5M0.1%ETFLowNew York, NY2026-10-28
Capital Advisors Wealth Management, LLC
156,878$4.5M0.5%ETFLowYakima, WA2026-10-09
Vest Financial, LLC
132,240$3.8M0.0%ValueMediumMclean, VA2026-10-21
Clean Yield Group
127,526$3.6M0.9%CoreLowNorwich, VT2026-10-28
Amalgamated Bank
126,204$3.6M0.1%CoreVery LowNew York, NY2026-10-23
Mutual of America Capital Management LLC
103,084$2.9M0.0%IndexLowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
102,112$2.6M0.0%CoreLowPlymouth, MN2026-10-13
D.A. Davidson & Co.
98,533$2.8M0.0%CoreLowGreat Falls, MT2026-10-28
Hennessy Advisors Inc
94,000$2.7M0.1%Deep ValueMediumNovato, CA2026-10-28
Sterling Capital Management LLC
88,715$2.5M0.1%GARPMediumCharlotte, NC2026-10-22
Sippican Capital Advisors
85,694$2.5M1.6%ValueLowBoston, MA2026-10-23
Louisiana State Employees Retirement System
84,000$2.4M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
83,599$2.4M0.0%CoreLowTrenton, NJ2026-11-05
Arga Investment Management, LP
82,893$2.4M0.1%Deep ValueHighMiami, FL2026-10-30
Arizona State Retirement System
81,530$2.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Range Financial Group LLC
80,176$2.3M0.6%GARPMediumTigard, OR2026-10-21
Linden Thomas Advisory Services, LLC
79,750$2.3M0.2%CoreLowCharlotte, NC2026-10-19
Access Investment Management LLC
78,389$2.2M0.5%Deep ValueLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
73,538$2.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
TD Waterhouse Canada Inc.
73,408$2.1M0.0%CoreLowToronto, Australia2026-10-16
Yousif Capital Management, LLC
73,051$2.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
67,527$1.9M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
66,341$1.9M0.0%IndexLowEast Lansing, MI2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
59,615$1.7M0.0%CoreHighTurin, Latvia2026-10-22
Oregon Public Employees Retirement Fund
58,588$1.7M0.0%IndexVery LowTigard, OR2026-10-30
Sowell Financial Services LLC
58,028$1.7M0.1%CoreLowNorth Little Rock, AR2026-10-23
Mengis Capital Management, Inc.
52,619$1.5M0.2%CoreLowPortland, OR2026-10-13
Ausbil Investment Management Ltd
51,634$1.5M0.7%ValueMediumSydney, China2026-10-08
DekaBank Deutsche Girozentrale
49,305$1.4M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Rosenthal | Henry Capital Advisors, Inc.
46,806$1.3M1.2%Deep ValueLowMishawaka, IN2026-10-27
Quad-Cities Investment Group, LLC
45,835$1.3M0.5%CoreLowDavenport, IA2026-10-16
Pictet Asset Management Holding SA
44,864$1.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Gateway Investment Advisers LLC
43,044$1.2M0.0%GrowthLowCincinnati, OH2026-10-13
Hussman Strategic Advisors, Inc.
42,000$1.2M0.3%YieldVery HighEllicott City, MD2026-11-02
New York Life Investment Management LLC
41,906$1.2M0.0%GrowthLowNew York, NY2026-11-04
Quadrant Capital Group LLC
40,764$1.2M0.0%CoreLowCincinnati, OH2026-10-20
Brighton Jones LLC
36,473$1.0M0.0%CoreVery LowSeattle, WA2026-11-03
State of Alaska, Department of Revenue
33,778$965.0K0.0%CoreVery LowJuneau, AK2026-10-15
Xponance LLC
33,077$946.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Tred Avon Family Wealth, LLC
31,191$892.1K0.3%CoreLowEaston, MD2026-10-20
Farther Finance Advisors, LLC
31,076$888.8K0.0%IndexLowSan Francisco, CA2026-10-08
Hennion & Walsh Asset Management, Inc.
29,789$852.0K0.0%ValueMediumParsippany, NJ2026-10-13
Achmea Investment Management B.V.
27,800$795.7K0.0%CoreMediumZeist, Philippines2026-10-30
Commonwealth Equity Services, LLC
26,773$765.7K0.0%ETFLowWaltham, MA2026-11-02
Evergreen Capital Management LLC
26,052$745.1K0.0%GARPMediumBellevue, WA2026-10-23
Atria Investments, Inc
25,860$739.6K0.0%CoreMediumCharlotte, NC2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
25,107$718.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Moody National Bank Trust Division
24,687$706.0K0.1%CoreMediumGalveston, TX2026-10-06
CWC Advisors, Llc.
22,994$657.6K0.3%GARPLowLake Oswego, OR2026-10-15
AlphaCore Capital LLC
21,820$624.0K0.0%ETFLowLa Jolla, CA2026-11-04
Salzhauer Michael
21,198$606.3K0.2%GARPLowNew York, NY2026-10-28
Aaron Wealth Advisors LLC
20,151$576.3K0.0%GrowthMediumChicago, IL2026-10-13
Exchange Traded Concepts, LLC
19,291$551.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Swiss Life Asset Management Ltd
19,289$551.7K0.0%CoreLowZurich, Switzerland2026-11-03
Alps Advisors Inc
19,270$551.1K0.0%YieldLowDenver, CO2026-11-03
Chicago Partners Investment Group LLC
19,261$594.3K0.0%GARPLowChicago, IL2026-10-27
Inscription Capital, LLC
19,242$550.3K0.1%GARPMediumHouston, TX2026-11-02
Virginia Retirement Systems ET Al
19,200$549.1K0.0%CoreMediumRichmond, VA2026-10-28
Kestra Advisory Services, LLC
18,691$534.6K0.0%CoreLowAustin, TX2026-11-02
EverSource Wealth Advisors, LLC
17,900$511.9K0.0%CoreMediumBirmingham, AL2026-11-04
Kestra Private Wealth Services, LLC
16,973$485.4K0.0%GrowthLowAustin, TX2026-10-30
Crossmark Global Holdings, Inc.
16,922$484.0K0.0%GARPMediumHouston, TX2026-10-21
Diligent Investors, LLC
16,911$483.7K0.1%CoreLowRedlands, CA2026-10-21
Golden State Wealth Management, LLC
16,636$475.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Wedmont Private Capital
16,546$472.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Vanguard Capital Wealth Advisors
16,525$472.6K0.3%GrowthMediumDenver, CO2026-10-16
Freedom Day Solutions, LLC
15,905$454.9K0.1%CoreLowHouston, TX2026-10-20
Inspire Investing, LLC
15,587$445.8K0.0%GARPHighMeridian, ID2026-10-22
Columbia Bank
15,000$429.0K0.1%GrowthLowLake Oswego, OR2026-10-29
Keybank National Association
14,979$428.4K0.0%CoreLowBrooklyn, OH2026-11-04
Lanark Financial, Inc.
14,951$427.6K0.0%CoreMediumBirmingham, AL2026-10-26
Unison Advisors LLC
14,482$414.2K0.0%ETFVery LowProvidence, RI2026-10-29
Wedbush Securities Inc
12,127$347.0K0.0%CoreLowPasadena, CA2026-10-22
True Private Wealth Advisors
11,899$340.3K0.0%ETFMediumSalem, OR2026-10-19
Ferguson Wellman Capital Management, Inc
11,765$336.5K0.0%CoreLowPortland, OR2026-10-05
NorthCrest Asset Manangement, LLC
11,055$315.4K0.0%GrowthLowPlymouth, MN2026-10-13
Certuity, LLC
11,018$315.1K0.0%GARPLowNorth Palm Beach, FL2026-11-02
HUB Investment Partners, LLC
10,974$313.9K0.0%GrowthLowAustin, TX2026-11-03
Signaturefd, LLC
10,792$308.7K0.0%IndexLowAtlanta, GA2026-10-23
ProShare Advisors LLC
10,750$307.5K0.0%GrowthLowBethesda, MD2026-10-29
Gamma Investing LLC
10,749$307.4K0.0%IndexVery LowFoster City, CA2026-10-08
Equitable Trust Co
10,634$304.1K0.0%CoreLowNashville, TN2026-10-13
KBC Group NV
10,293$294.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Indivisible Partners
10,160$290.6K0.0%GrowthMediumClearwater, FL2026-10-26
Crestwood Advisors Group, LLC
10,092$288.6K0.0%GrowthLowBoston, MA2026-10-27
Concurrent Investment Advisors, LLC
10,022$286.6K0.0%GrowthMediumTampa, FL2026-10-16
Robertson Stephens Wealth Management, LLC
9,806$280.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Bailard, Inc.
9,700$277.4K0.0%GrowthMediumFoster City, CA2026-10-13
Horst & Graben Wealth Management LLC
9,586$274.1K0.0%ETFMediumPortland, OR2026-11-02
Choreo, LLC
9,256$264.7K0.0%IndexLowRockford, IL2026-10-28
CIBC Asset Management Inc
9,139$261.4K0.0%GARPLowToronto, South Africa2026-11-05
Vontobel Holding Ltd.
8,830$252.5K0.0%CoreMediumZurich, Switzerland2026-10-16
North Dakota State Investment Board
8,756$250.4K0.0%GrowthMediumBismarck, ND2026-10-27
Revolve Wealth Partners, LLC
8,406$240.4K0.0%ETFVery LowHackensack, NJ2026-10-23
Profund Advisors LLC
8,322$238.0K0.0%GrowthLowBethesda, MD2026-10-29
Independent Financial Group, LLC
7,902$226.0K0.0%GrowthLowSan Diego, CA2026-10-13
Lido Advisors, LLC
7,649$218.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Praxis Investment Management Inc
7,638$218.0K0.0%CoreLowGoshen, IN2026-11-03
HB Wealth Management, LLC
7,622$218.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Versant Capital Management, Inc
7,564$216.3K0.0%GARPLowPhoenix, AZ2026-10-02
Keudell ison Wealth Management
7,443$212.9K0.0%ETFMediumSalem, OR2026-10-16
One Way Holdings LLC
7,335$209.8K0.0%CoreMediumFlower Mound, TX2026-10-29
Paragon Capital Management Ltd
7,329$209.6K0.0%CoreVery LowDenver, CO2026-10-09
Principle Wealth Partners LLC
7,326$209.5K0.0%CoreVery LowMadison, CT2026-11-02
Apella Capital, LLC
7,177$202.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Fifth Third Wealth Advisors LLC
7,159$204.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Parallel Advisors, LLC
6,508$186.1K0.0%IndexLowSan Francisco, CA2026-11-03
Bayforest Capital Ltd
4,592$131.3K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Strs Ohio
3,862$110.5K0.0%CoreMediumColumbus, OH2026-10-30
Bfsg, LLC
2,938$84.0K0.0%CoreLowIrvine, CA2026-10-30
Triumph Capital Management
2,681$76.7K0.0%ETFMediumDenver, CO2026-10-14
Hilton Head Capital Partners, LLC
2,321$66.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
Fulcrum Asset Management LLP
2,305$66.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Plante Moran Financial Advisors, LLC
1,947$55.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Covestor Ltd
1,863$53.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Simplex Trading, LLC
1,858$53.1K0.0%CoreVery HighChicago, IL2026-11-04
SBI Securities Co., Ltd.
1,660$47.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
First Pacific Financial
1,603$45.8K0.0%ETFLowVancouver, WA2026-10-14
First Horizon Corp
1,554$44.4K0.0%CoreLowMemphis, TN2026-10-26
Parkside Financial Bank & Trust
1,505$43.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elyxium Wealth, LLC
1,442$41.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Heritage Family Offices, LLP
1,429$40.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Elevation Wealth Partners, LLC
1,352$38.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Root Financial Partners, LLC
1,194$34.1K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
1,191$34.1K0.0%GrowthLowTampa, FL2026-10-16
Cedar Mountain Advisors, LLC
1,144$32.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
1620 Investment Advisors, Inc.
1,037$29.7K0.0%ValueLowPlymouth, MA2026-11-04
Mosley Wealth Management
1,014$29.0K0.0%ETFHighAnaheim, CA2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
909$26.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Pension & Wealth Management Advisors, Inc.
848$24.3K0.0%ETFLowWaltham, MA2026-10-16
CX Institutional
816$230.0%CoreMediumAuburn, IN2026-10-02
SJS Investment Consulting Inc.
747$21.4K0.0%ETFVery LowSylvania, OH2026-10-26
Mather Group, Llc.
725$20.7K0.0%ETFMediumChicago, IL2026-10-14
True Wealth Design, LLC
694$19.8K0.0%ETFMediumAkron, OH2026-10-13
Salomon & Ludwin, LLC
653$18.7K0.0%ETFVery LowRichmond, VA2026-10-29
Brown, Lisle Ings, Inc.
507$14.5K0.0%CoreVery LowProvidence, RI2026-10-16
Fortitude Family Office, LLC
489$14.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Assetmark, Inc
462$13.2K0.0%ETFLowConcord, CA2026-10-21
WPG Advisers, LLC
377$10.8K0.0%CoreLowBaltimore, MD2026-10-27
James T. Borello RIA
369$10.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
GoalVest Advisory LLC
353$10.1K0.0%ETFMediumNew York, NY2026-10-02
Private Trust Co NA
336$9.6K0.0%CoreLowCleveland, OH2026-10-20
Quest 10 Wealth Builders, Inc.
318$9.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Farmers & Merchants Investments Inc
250$7.2K0.0%CoreVery LowLincoln, NE2026-10-22
Owl Creek Wealth Partners LLC
245$7.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Physician Wealth Advisors, Inc.
243$7.0K0.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
217$6.2K0.0%ETFVery LowHermitage, PA2026-11-03
Flagship Wealth Advisors, LLC
200$5.7K0.0%ETFLowWakefield, MA2026-11-03
Bare Financial Services, Inc
185$5.3K0.0%ETFVery LowGap, PA2026-11-04
Pinnacle Wealth Planning Services, Inc.
163$4.7K0.0%GARPLowMansfield, OH2026-10-27
Ascentis Wealth Management, LLC
147$4.2K0.0%Agg GrowthLowDallas, TX2026-11-03
DecisionPoint Financial, LLC
137$3.9K0.0%ETFVery LowMesa, AZ2026-10-27
Creative Capital Management Investments LLC
124$3.5K0.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
112$3.2K0.0%ETFVery LowOrinda, CA2026-10-29
High Note Wealth, LLC
101$2.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Capital Advisors, Ltd. LLC
98$30.0%ETFLowShaker Heights, OH2026-10-27
Avion Wealth
98$20.0%ETFLowThe Woodlands, TX2026-11-04
MassMutual Private Wealth & Trust, FSB
98$2.8K0.0%CoreLowSpringfield, MA2026-10-05
Cromwell Holdings LLC
98$2.8K0.0%IndexLowJackson, WY2026-10-28
Essential Partners LLC
97$2.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Birch Financial Group, LLC
91$2.6K0.0%CoreLowKeene, NH2026-10-27
Spire Wealth Management
81$2.3K0.0%GrowthMediumMclean, VA2026-10-30
Westside Investment Management, Inc.
63$1.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Bay Harbor Wealth Management, LLC
56$1.6K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
45$1.3K0.0%ETFLowBeaver, PA2026-10-16
Retirement Wealth Solutions LLC
44$1.3K0.0%ETFLowMarshfield, WI2026-10-07
Valley National Advisers Inc
39$1.1K0.0%ETFLowBethlehem, PA2026-10-23
Hughes Financial Services, LLC
34$1.1K0.0%ETFLowHerndon, VA2026-10-30
Breakwater Investment Management
32$9160.0%ETFLowSeattle, WA2026-10-20
Advocate Investing Services LLC
31$8870.0%ETFLowWoodbine, MD2026-10-26
Creative Financial Designs Inc
22$6290.0%ETFMediumKokomo, IN2026-11-04
Planning Strategies Inc.
21$6010.0%ETFN/ALancaster, PA2026-10-02
Financial Consulate, Inc
18$5150.0%ETFLowHunt Valley, MD2026-10-23
Signature Equity Partners, LLC
17$4860.0%GrowthMediumColumbus, OH2026-10-29
MV Capital Management, Inc.
16$4580.0%ETFLowBethesda, MD2026-10-29
Tradewinds Capital Management, LLC
15$4290.0%ETFVery HighBellingham, WA2026-10-23
Activest Wealth Management
10$2860.0%ETFLowAventura, FL2026-10-15
Provenance Wealth Advisors, LLC
10$2860.0%ETFLowFort Lauderdale, FL2026-10-30
Buck Wealth Strategies, LLC
7$2000.0%ValueMediumDenver, CO2026-10-28
Pacific Center for Financial Services
6$1720.0%ETFMediumDanville, CA2026-10-15
American Capital Advisory, LLC
5$1430.0%ETFLowKetchum, ID2026-10-28
Torren Management, LLC
4$1160.0%ETFMediumSan Diego, CA2026-10-29
Maryland Capital Advisors Inc.
3$860.0%ETFVery LowChester, MD2026-10-15
IMG Wealth Management, Inc.
3$860.0%ETFMediumJacksonville, FL2026-10-27
CGC Financial Services, LLC
2$570.0%ETFLowLake Oswego, OR2026-10-13