IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares California Muni Bond (CMF)

CUSIP: 464288356 | NYSE | 767 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Facet Wealth, Inc.1,829,556
1.2% of portfolio›$99.0M
Bailard, Inc.985,226
1.1% of portfolio›$53.3M
Assetmark, Inc484,067
0.0% of portfolio›$26.2M
West Wealth Group, LLC476,540
4.0% of portfolio›$25.8M
Creative Planning300,348
0.0% of portfolio›$16.3M
Affinity Capital Advisors, LLC292,335
1.8% of portfolio›$15.8M
Orin Green Financial, LLC281,207
5.7% of portfolio›$15.2M
Rinkey Investments251,730
3.3% of portfolio›$13.6M
Myecfo, LLC244,324
5.0% of portfolio›$13.2M
Wedmont Private Capital242,626
0.3% of portfolio›$13.1M
Apella Capital, LLC236,278
0.2% of portfolio›$12.7M
Liberty Capital Management, Inc.228,088
2.1% of portfolio›$12.3M
Cliftonlarsonallen Wealth Advisors, LLC175,352
0.1% of portfolio›$9.5M
Plancorp, LLC159,022
0.2% of portfolio›$8.9M
Ashton Thomas Private Wealth, LLC127,055
0.1% of portfolio›$6.9M
Slow Capital, Inc.120,310
0.7% of portfolio›$6.5M
Garde Capital, Inc.116,601
0.4% of portfolio›$6.3M
Gerber Kawasaki Wealth & Investment Management102,884
0.1% of portfolio›$5.6M
Thryve Wealth Management LLC97,938
3.0% of portfolio›$5.3M
Fullerton Advisors, LLC94,832
4.8% of portfolio›$5.1M
Client First Capital LLC92,578
2.0% of portfolio›$5.0M
Farther Finance Advisors, LLC87,718
0.0% of portfolio›$4.7M
Elmwood Wealth Management, Inc.82,175
1.1% of portfolio›$4.4M
Columbia Bank80,661
0.9% of portfolio›$4.4M
Prime Capital Investment Advisors, LLC75,841
0.0% of portfolio›$4.1M
Ehrlich Financial Group70,272
2.0% of portfolio›$3.8M
Seek First Inc.68,252
2.4% of portfolio›$3.7M
Choreo, LLC66,553
0.0% of portfolio›$3.6M
Lodestar Private Asset Management LLC65,791
0.3% of portfolio›$3.6M
Commonwealth Equity Services, LLC64,602
0.0% of portfolio›$3.5M
Robertson Stephens Wealth Management, LLC62,274
0.1% of portfolio›$3.4M
Warren Street Wealth Advisors, LLC57,677
0.6% of portfolio›$3.1M
Omega Financial Group, LLC57,426
1.0% of portfolio›$3.1M
21 West Wealth Management LLC54,560
2.6% of portfolio›$3.0M
Ballast Rock Private Wealth LLC54,495
1.4% of portfolio›$2.9M
Heritage Wealth Management, Inc.52,784
1.0% of portfolio›$2.9M
Mission Wealth Management, LP52,253
0.0% of portfolio›$2.8M
Vise Technologies, Inc.49,332
0.0% of portfolio›$2.7M
Traveka Wealth, LLC48,194
0.8% of portfolio›$2.6M
Independent Financial Group, LLC48,135
0.0% of portfolio›$2.6M
Aspiriant, LLC47,237
0.1% of portfolio›$2.6M
Wealth Enhancement Advisory Services, LLC44,398
0.0% of portfolio›$2.4M
Altiora Financial Group, LLC44,100
0.4% of portfolio›$2.4M
Bell Investment Advisors, Inc42,196
0.3% of portfolio›$2.3M
Values Added Financial LLC39,465
0.8% of portfolio›$2.1M
Lido Advisors, LLC38,383
0.0% of portfolio›$2.1M
Fiduciary Financial Group, LLC38,188
0.2% of portfolio›$2.1M
SteelPeak Wealth, LLC37,865
0.1% of portfolio›$2.0M
Bank of Stockton36,992
0.6% of portfolio›$2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management36,885
0.0% of portfolio›$2.0M
Westside Investment Management, Inc.35,525
0.2% of portfolio›$1.9M
Wedbush Securities Inc33,737
0.0% of portfolio›$1.8K
Golden State Wealth Management, LLC33,460
0.2% of portfolio›$1.8M
Evergreen Capital Management LLC32,916
0.0% of portfolio›$1.8M
SimpliFi, Inc.32,153
0.7% of portfolio›$1.7M
Spinnaker Investment Group, LLC31,290
0.3% of portfolio›$1.7M
Clark Asset Management, LLC31,230
0.1% of portfolio›$1.7M
Hennion & Walsh Asset Management, Inc.30,056
0.0% of portfolio›$1.6M
Pacific Capital Wealth Advisors, Inc.29,627
0.2% of portfolio›$1.6M
Curtis Advisory Group, LLC28,956
0.3% of portfolio›$1.6M
FF Advisors,LLC28,544
0.6% of portfolio›$1.5M
Davidson Investment Advisors25,734
0.1% of portfolio›$1.4M
Kestra Advisory Services, LLC25,613
0.0% of portfolio›$1.4M
Creative Capital Management Investments LLC25,547
0.3% of portfolio›$1.4M
APS Management Group, Inc.25,478
1.0% of portfolio›$1.4M
Keystone Global Partners, LLC25,355
0.5% of portfolio›$1.4M
Towerpoint Wealth, LLC25,073
0.5% of portfolio›$1.4M
McNaughton Wealth Management, LLC24,969
0.5% of portfolio›$1.4M
DeDora Capital, Inc.23,420
0.3% of portfolio›$1.3M
Parallel Advisors, LLC23,331
0.0% of portfolio›$1.3M
Avantax Planning Partners, Inc.23,020
0.0% of portfolio›$1.2M
HUB Investment Partners, LLC22,861
0.0% of portfolio›$1.2M
HCR Wealth Advisors20,865
0.1% of portfolio›$1.1M
Portfolio Design Labs, LLC20,791
0.2% of portfolio›$1.1M
Johnson Bixby & Associates, LLC20,582
0.1% of portfolio›$1.1M
True Link Financial Advisors, LLC20,231
0.1% of portfolio›$1.1M
Crestwood Advisors Group, LLC19,790
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.18,736
0.0% of portfolio›$1.0K
Vilga Financial Planning LLC18,626
0.6% of portfolio›$1.0M
Wealthcare Advisory Partners LLC18,163
0.0% of portfolio›$983.0K
Roof Eidam Maycock Peralta, LLC17,867
0.2% of portfolio›$967.0K
Instrumental Wealth, LLC16,614
0.4% of portfolio›$899.2K
GC Wealth Management RIA, LLC16,335
0.0% of portfolio›$884.1K
Sagespring Wealth Partners, LLC16,177
0.0% of portfolio›$875.5K
LifeWealth Investments, LLC15,806
0.2% of portfolio›$855.4K
Argyle Capital Partners, LLC15,801
0.5% of portfolio›$855.2K
Boltwood Capital Management14,915
0.2% of portfolio›$807.2K
NWF Advisory Services Inc.14,788
0.1% of portfolio›$800.3K
Two West Capital Advisors LLC14,212
0.4% of portfolio›$762.9K
Citigroup Inc14,200
0.0% of portfolio›$768.5K
CV Advisors LLC14,139
0.1% of portfolio›$763.2K
Farmers & Merchants Trust Co of Long Beach13,791
0.2% of portfolio›$746.4K
Foronjy Financial LLC13,542
0.3% of portfolio›$732.9K
SmartHarvest Portfolios, LLC13,207
0.3% of portfolio›$714.8K
Integrated Advisors Network LLC12,862
0.0% of portfolio›$696.1K
Climber Capital SA12,660
0.4% of portfolio›$647.1K
Mattern Capital Management, LLC12,168
0.1% of portfolio›$658.5K
Oppenheimer & Co Inc11,850
0.0% of portfolio›$641.3K
Life Planning Partners, Inc11,537
0.5% of portfolio›$624.4K
Brighton Jones LLC11,528
0.0% of portfolio›$623.9K
Wespac Advisors SoCal, LLC11,212
0.1% of portfolio›$606.8K
Altfest L J & Co Inc10,536
0.1% of portfolio›$570.2K
Trace Wealth Advisors, LLC10,452
0.4% of portfolio›$565.7K
Dynamic Advisor Solutions LLC10,406
0.0% of portfolio›$563.2K
Brookstone Capital Management10,225
0.0% of portfolio›$553.4K
Neumann Capital Management, LLC10,001
0.1% of portfolio›$541.3K
RVW Wealth, LLC9,896
0.0% of portfolio›$535.6K
J. Safra Sarasin Holding AG9,870
0.0% of portfolio›$529.8K
TME Financial, Inc.9,298
0.3% of portfolio›$503.2K
Quadrant Private Wealth Management, LLC9,205
0.1% of portfolio›$498.1K
Vaquero Private Wealth, LTD8,670
0.1% of portfolio›$469.2K
Chris Bulman Inc8,589
0.2% of portfolio›$464.8K
Shira Ridge Wealth Management8,558
0.2% of portfolio›$463.2K
Stordahl Capital Management, Inc.8,355
0.1% of portfolio›$452.2K
Sonata Capital Group Inc8,180
0.1% of portfolio›$442.7K
StoneX Group Inc.7,938
0.0% of portfolio›$443.4K
Private Trust Co NA7,796
0.0% of portfolio›$421.9K
Eclectic Associates Inc7,762
0.0% of portfolio›$420.1K
Tlwm7,728
0.1% of portfolio›$418.2K
Sowell Financial Services LLC7,623
0.0% of portfolio›$412.6K
Root Financial Partners, LLC7,597
0.0% of portfolio›$411.1K
WealthPlan Investment Management, LLC7,422
0.0% of portfolio›$401.7K
DeLarme Wealth Management, Inc.7,335
0.2% of portfolio›$397.0K
North Berkeley Wealth Management, LLC7,201
0.2% of portfolio›$389.7K
Fortitude Financial, LLC6,722
0.2% of portfolio›$363.8K
ASL Financial, LLC6,500
0.2% of portfolio›$351.8K
Emergent Wealth Advisors, LLC6,499
0.2% of portfolio›$351.7K
Montecito Bank & Trust6,450
0.1% of portfolio›$349.1K
Altura Wealth Advisors Inc.6,402
0.1% of portfolio›$346.5K
Whitegate Investment Counselors, Inc.6,350
0.1% of portfolio›$343.7K
Trilogy Capital Inc.6,328
0.0% of portfolio›$342.5K
RHS Financial, LLC6,266
0.1% of portfolio›$339.1K
IMPACTfolio, LLC6,159
0.1% of portfolio›$333.3K
Carnegie Investment Counsel6,157
0.0% of portfolio›$333.2K
GoalFusion Wealth Management, LLC6,150
0.1% of portfolio›$332.8K
Ledyard National Bank6,000
0.0% of portfolio›$324.7K
Highline Wealth Partners LLC5,937
0.1% of portfolio›$321.3K
Creative Financial Designs Inc5,810
0.0% of portfolio›$314.4K
VestGen Advisors, LLC5,570
0.0% of portfolio›$301.4K
Union Savings Bank5,279
0.1% of portfolio›$285.6K
Rose Capital Advisors LLC5,241
0.1% of portfolio›$283.7K
SAX Wealth Advisors, LLC5,221
0.0% of portfolio›$282.6K
Apeiron RIA LLC5,220
0.1% of portfolio›$283.3K
Williams & Novak Wealth Management, LLC5,136
0.2% of portfolio›$278.0K
Virtue Asset Management LLC5,080
0.2% of portfolio›$274.9K
HB Wealth Management, LLC5,058
0.0% of portfolio›$273.7K
Mosley Wealth Management4,795
0.1% of portfolio›$262.7K
Cherry Tree Wealth Management, LLC4,658
0.0% of portfolio›$252.1K
Chesley Taft & Associates LLC4,575
0.0% of portfolio›$247.6K
Simon Quick Advisors, LLC4,465
0.0% of portfolio›$241.6K
Sun Group Wealth Partners4,399
0.1% of portfolio›$238.1K
Equita Financial Network, Inc.4,385
0.1% of portfolio›$237.3K
Elyxium Wealth, LLC4,333
0.0% of portfolio›$234.5K
Diversified Portfolios, Inc.4,332
0.0% of portfolio›$234.4K
John W. Brooker & Co., CPAs4,327
0.3% of portfolio›$234.2K
Southland Equity Partners LLC4,318
0.0% of portfolio›$233.7K
D.A. Davidson & Co.4,302
0.0% of portfolio›$232.8K
Andrews, Lucia Wealth Management LLC4,194
0.1% of portfolio›$227.0K
Retirement Planning Group, LLC4,151
0.0% of portfolio›$224.6K
Invera Wealth Advisors, LLC4,095
0.1% of portfolio›$221.6K
Align Financial, LLC4,066
0.1% of portfolio›$220.1K
Triumph Capital Management3,979
0.0% of portfolio›$215.3K
Morton Capital Management LLC3,763
0.0% of portfolio›$203.7K
Ascentis Independent Advisors3,550
0.0% of portfolio›$192.1K
AlphaCore Capital LLC3,430
0.0% of portfolio›$185.6K
Essential Partners LLC2,462
0.1% of portfolio›$133.2K
Caldwell Trust Co2,150
0.0% of portfolio›$116.4K
Angeles Wealth Management, LLC1,503
0.0% of portfolio›$81.3K
Richards, Merrill & Peterson, Inc.1,350
0.0% of portfolio›$73.1K
Gamma Investing LLC1,019
0.0% of portfolio›$55.1K
Rosenberg Matthew Hamilton518
0.0% of portfolio›$28.0K
Blue Trust, Inc.469
0.0% of portfolio›$25.4K
Strengthening Families & Communities, LLC265
0.0% of portfolio›$14.3K
Biltmore Family Office, LLC249
0.0% of portfolio›$13.5K
Signature Resources Capital Management, LLC60
0.0% of portfolio›$3.2K
Team Financial Group, LLC33
0.0% of portfolio›$1.8K
Plante Moran Financial Advisors, LLC18
0.0% of portfolio›$974
StyleTurnoverLocationFiled
Facet Wealth, Inc.
1,829,556$99.0M1.2%IndexVery LowWest Palm Beach, FL2026-11-04
Bailard, Inc.
985,226$53.3M1.1%GrowthMediumFoster City, CA2026-10-13
Assetmark, Inc
484,067$26.2M0.0%ETFLowConcord, CA2026-10-21
West Wealth Group, LLC
476,540$25.8M4.0%ETFMediumIrvine, CA2026-10-14
Creative Planning
300,348$16.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Affinity Capital Advisors, LLC
292,335$15.8M1.8%ETFLowBerkeley, CA2026-10-13
Orin Green Financial, LLC
281,207$15.2M5.7%ETFVery LowSan Diego, CA2026-10-19
Rinkey Investments
251,730$13.6M3.3%ETFLowSan Diego, CA2026-10-28
Myecfo, LLC
244,324$13.2M5.0%ETFVery LowLa Jolla, CA2026-10-14
Wedmont Private Capital
242,626$13.1M0.3%IndexVery LowWest Chester, PA2026-10-09
Apella Capital, LLC
236,278$12.7M0.2%ETFVery LowWest Hartford, CT2026-10-08
Liberty Capital Management, Inc.
228,088$12.3M2.1%CoreVery LowBirmingham, MI2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
175,352$9.5M0.1%ETFLowMinneapolis, MN2026-10-14
Plancorp, LLC
159,022$8.9M0.2%ETFLowSaint Louis, MO2026-11-03
Ashton Thomas Private Wealth, LLC
127,055$6.9M0.1%CoreMediumScottsdale, AZ2026-11-03
Slow Capital, Inc.
120,310$6.5M0.7%Agg GrowthLowGreenbrae, CA2026-10-23
Garde Capital, Inc.
116,601$6.3M0.4%ETFLowSeattle, WA2026-10-29
Gerber Kawasaki Wealth & Investment Management
102,884$5.6M0.1%ETFLowSanta Monica, CA2026-10-29
Thryve Wealth Management LLC
97,938$5.3M3.0%ETFLowIrving, TX2026-10-09
Fullerton Advisors, LLC
94,832$5.1M4.8%ETFLowDanville, CA2026-10-14
Client First Capital LLC
92,578$5.0M2.0%ETFMediumSan Diego, CA2026-10-22
Farther Finance Advisors, LLC
87,718$4.7M0.0%IndexLowSan Francisco, CA2026-10-08
Elmwood Wealth Management, Inc.
82,175$4.4M1.1%ETFLowBerkeley, CA2026-10-14
Columbia Bank
80,661$4.4M0.9%GrowthLowLake Oswego, OR2026-10-29
Prime Capital Investment Advisors, LLC
75,841$4.1M0.0%ETFLowOverland Park, KS2026-10-20
Ehrlich Financial Group
70,272$3.8M2.0%ETFHighLaguna Niguel, CA2026-10-20
Seek First Inc.
68,252$3.7M2.4%ETFLowCampbell, CA2026-10-27
Choreo, LLC
66,553$3.6M0.0%IndexLowRockford, IL2026-10-28
Lodestar Private Asset Management LLC
65,791$3.6M0.3%ETFLowAlamo, CA2026-10-26
Commonwealth Equity Services, LLC
64,602$3.5M0.0%ETFLowWaltham, MA2026-11-02
Robertson Stephens Wealth Management, LLC
62,274$3.4M0.1%ETFMediumSan Francisco, CA2026-10-16
Warren Street Wealth Advisors, LLC
57,677$3.1M0.6%ETFMediumIrvine, CA2026-11-04
Omega Financial Group, LLC
57,426$3.1M1.0%ETFVery LowSanta Barbara, CA2026-10-29
21 West Wealth Management LLC
54,560$3.0M2.6%ETFLowTustin, CA2026-10-13
Ballast Rock Private Wealth LLC
54,495$2.9M1.4%ETFMediumCharleston, SC2026-10-26
Heritage Wealth Management, Inc.
52,784$2.9M1.0%ETFLowSan Diego, CA2026-10-27
Mission Wealth Management, LP
52,253$2.8M0.0%ETFLowSanta Barbara, CA2026-10-15
Vise Technologies, Inc.
49,332$2.7M0.0%IndexLowNew York, NY2026-10-29
Traveka Wealth, LLC
48,194$2.6M0.8%ETFLowLos Altos, CA2026-10-19
Independent Financial Group, LLC
48,135$2.6M0.0%GrowthLowSan Diego, CA2026-10-13
Aspiriant, LLC
47,237$2.6M0.1%ETFVery LowLos Angeles, CA2026-10-16
Wealth Enhancement Advisory Services, LLC
44,398$2.4M0.0%CoreLowPlymouth, MN2026-10-13
Altiora Financial Group, LLC
44,100$2.4M0.4%ETFLowLebanon, OH2026-11-04
Bell Investment Advisors, Inc
42,196$2.3M0.3%ETFVery LowOrinda, CA2026-10-29
Values Added Financial LLC
39,465$2.1M0.8%ETFLowWashington, DC2026-10-28
Lido Advisors, LLC
38,383$2.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Fiduciary Financial Group, LLC
38,188$2.1M0.2%ETFLowSan Rafael, CA2026-10-13
SteelPeak Wealth, LLC
37,865$2.0M0.1%GrowthHighWoodland Hills, CA2026-10-16
Bank of Stockton
36,992$2.0M0.6%CoreLowStockton, CA2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
36,885$2.0M0.0%GrowthVery LowSeattle, WA2026-10-27
Westside Investment Management, Inc.
35,525$1.9M0.2%GrowthLowSanta Monica, CA2026-11-02
Wedbush Securities Inc
33,737$1.8K0.0%CoreLowPasadena, CA2026-10-22
Golden State Wealth Management, LLC
33,460$1.8M0.2%ETFMediumSanta Ana, CA2026-11-02
Evergreen Capital Management LLC
32,916$1.8M0.0%GARPMediumBellevue, WA2026-10-23
SimpliFi, Inc.
32,153$1.7M0.7%ETFMediumSan Diego, CA2026-10-28
Spinnaker Investment Group, LLC
31,290$1.7M0.3%ETFLowNewport Beach, CA2026-10-13
Clark Asset Management, LLC
31,230$1.7M0.1%ETFVery LowStratham, NH2026-10-19
Hennion & Walsh Asset Management, Inc.
30,056$1.6M0.0%ValueMediumParsippany, NJ2026-10-13
Pacific Capital Wealth Advisors, Inc.
29,627$1.6M0.2%ETFLowCorona, CA2026-10-22
Curtis Advisory Group, LLC
28,956$1.6M0.3%ETFLowSanta Barbara, CA2026-10-28
FF Advisors,LLC
28,544$1.5M0.6%ETFLowManhattan Beach, CA2026-10-21
Davidson Investment Advisors
25,734$1.4M0.1%CoreLowGreat Falls, MT2026-10-20
Kestra Advisory Services, LLC
25,613$1.4M0.0%CoreLowAustin, TX2026-11-02
Creative Capital Management Investments LLC
25,547$1.4M0.3%ETFLowSan Diego, CA2026-10-28
APS Management Group, Inc.
25,478$1.4M1.0%ETFMediumTorrance, CA2026-10-14
Keystone Global Partners, LLC
25,355$1.4M0.5%ETFMediumDenver, CO2026-10-13
Towerpoint Wealth, LLC
25,073$1.4M0.5%ETFLowSacramento, CA2026-10-13
McNaughton Wealth Management, LLC
24,969$1.4M0.5%ETFLowSan Diego, CA2026-10-09
DeDora Capital, Inc.
23,420$1.3M0.3%ETFVery LowNapa, CA2026-10-26
Parallel Advisors, LLC
23,331$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Avantax Planning Partners, Inc.
23,020$1.2M0.0%ETFLowDubuque, IA2026-11-03
HUB Investment Partners, LLC
22,861$1.2M0.0%GrowthLowAustin, TX2026-11-03
HCR Wealth Advisors
20,865$1.1M0.1%GrowthLowLos Angeles, CA2026-10-15
Portfolio Design Labs, LLC
20,791$1.1M0.2%GrowthMediumEncino, CA2026-11-04
Johnson Bixby & Associates, LLC
20,582$1.1M0.1%ETFMediumVancouver, WA2026-10-14
True Link Financial Advisors, LLC
20,231$1.1M0.1%ETFLowSan Francisco, CA2026-10-27
Crestwood Advisors Group, LLC
19,790$1.1M0.0%GrowthLowBoston, MA2026-10-27
Cambridge Investment Research Advisors, Inc.
18,736$1.0K0.0%ETFLowFairfield, IA2026-11-02
Vilga Financial Planning LLC
18,626$1.0M0.6%ETFVery LowFair Lawn, NJ2026-10-09
Wealthcare Advisory Partners LLC
18,163$983.0K0.0%ETFLowWest Chester, PA2026-10-21
Roof Eidam Maycock Peralta, LLC
17,867$967.0K0.2%ETFVery LowSan Francisco, CA2026-10-15
Instrumental Wealth, LLC
16,614$899.2K0.4%ETFLowTampa, FL2026-10-20
GC Wealth Management RIA, LLC
16,335$884.1K0.0%GrowthMediumCambridge, MA2026-11-02
Sagespring Wealth Partners, LLC
16,177$875.5K0.0%ETFLowFranklin, TN2026-10-22
LifeWealth Investments, LLC
15,806$855.4K0.2%ETFMediumWinter Garden, FL2026-10-21
Argyle Capital Partners, LLC
15,801$855.2K0.5%CoreLowLos Angeles, CA2026-10-23
Boltwood Capital Management
14,915$807.2K0.2%ETFVery LowWalnut Creek, CA2026-10-02
NWF Advisory Services Inc.
14,788$800.3K0.1%GARPLowLos Angeles, CA2026-10-19
Two West Capital Advisors LLC
14,212$762.9K0.4%ETFLowOverland Park, KS2026-10-15
Citigroup Inc
14,200$768.5K0.0%CoreMediumNew York, NY2026-11-04
CV Advisors LLC
14,139$763.2K0.1%GrowthVery LowAventura, FL2026-10-13
Farmers & Merchants Trust Co of Long Beach
13,791$746.4K0.2%CoreVery LowLong Beach, CA2026-10-22
Foronjy Financial LLC
13,542$732.9K0.3%ETFLowLos Osos, CA2026-10-14
SmartHarvest Portfolios, LLC
13,207$714.8K0.3%GrowthLowSeattle, WA2026-10-26
Integrated Advisors Network LLC
12,862$696.1K0.0%GrowthMediumDallas, TX2026-10-20
Climber Capital SA
12,660$647.1K0.4%ETFLowNyon, Switzerland2026-10-20
Mattern Capital Management, LLC
12,168$658.5K0.1%CoreMediumLakewood, CO2026-11-02
Oppenheimer & Co Inc
11,850$641.3K0.0%CoreLowNew York, NY2026-10-26
Life Planning Partners, Inc
11,537$624.4K0.5%ETFVery LowJacksonville, FL2026-10-28
Brighton Jones LLC
11,528$623.9K0.0%CoreVery LowSeattle, WA2026-11-03
Wespac Advisors SoCal, LLC
11,212$606.8K0.1%GrowthMediumPasadena, CA2026-10-13
Altfest L J & Co Inc
10,536$570.2K0.1%ETFHighNew York, NY2026-10-27
Trace Wealth Advisors, LLC
10,452$565.7K0.4%ETFVery LowLos Angeles, CA2026-10-30
Dynamic Advisor Solutions LLC
10,406$563.2K0.0%ETFLowPhoenix, AZ2026-10-13
Brookstone Capital Management
10,225$553.4K0.0%ETFMediumWheaton, IL2026-10-22
Neumann Capital Management, LLC
10,001$541.3K0.1%GrowthVery LowFoster City, CA2026-10-15
RVW Wealth, LLC
9,896$535.6K0.0%ETFVery LowLos Angeles, CA2026-10-06
J. Safra Sarasin Holding AG
9,870$529.8K0.0%CoreMediumBasel, Switzerland2026-10-26
TME Financial, Inc.
9,298$503.2K0.3%ETFMediumHuntington Beach, CA2026-10-14
Quadrant Private Wealth Management, LLC
9,205$498.1K0.1%GrowthLowCenter Valley, PA2026-11-04
Vaquero Private Wealth, LTD
8,670$469.2K0.1%ETFN/ADallas, TX2026-10-27
Chris Bulman Inc
8,589$464.8K0.2%ETFLowRoseville, CA2026-10-20
Shira Ridge Wealth Management
8,558$463.2K0.2%ETFLowLarkspur, CA2026-10-09
Stordahl Capital Management, Inc.
8,355$452.2K0.1%ETFVery LowGreenwood Village, CO2026-10-22
Sonata Capital Group Inc
8,180$442.7K0.1%ETFVery LowSeattle, WA2026-10-19
StoneX Group Inc.
7,938$443.4K0.0%ETFMediumNew York, NY2026-11-03
Private Trust Co NA
7,796$421.9K0.0%CoreLowCleveland, OH2026-10-20
Eclectic Associates Inc
7,762$420.1K0.0%ETFVery LowFullerton, CA2026-10-09
Tlwm
7,728$418.2K0.1%ETFLowSan Antonio, TX2026-10-09
Sowell Financial Services LLC
7,623$412.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Root Financial Partners, LLC
7,597$411.1K0.0%ETFMediumEncinitas, CA2026-10-21
WealthPlan Investment Management, LLC
7,422$401.7K0.0%GrowthMediumOmaha, NE2026-10-15
DeLarme Wealth Management, Inc.
7,335$397.0K0.2%ETFVery LowPalos Verdes Estates, CA2026-10-30
North Berkeley Wealth Management, LLC
7,201$389.7K0.2%ETFMediumBerkeley, CA2026-11-02
Fortitude Financial, LLC
6,722$363.8K0.2%ETFHighSpokane, WA2026-10-19
ASL Financial, LLC
6,500$351.8K0.2%ETFVery LowLos Gatos, CA2026-10-15
Emergent Wealth Advisors, LLC
6,499$351.7K0.2%ETFMediumWilliamsville, NY2026-10-09
Montecito Bank & Trust
6,450$349.1K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Altura Wealth Advisors Inc.
6,402$346.5K0.1%GrowthLowSanta Clara, CA2026-10-22
Whitegate Investment Counselors, Inc.
6,350$343.7K0.1%ETFVery LowConcord, NH2026-11-02
Trilogy Capital Inc.
6,328$342.5K0.0%ETFMediumIrvine, CA2026-10-20
RHS Financial, LLC
6,266$339.1K0.1%ETFMediumSan Francisco, CA2026-10-13
IMPACTfolio, LLC
6,159$333.3K0.1%ETFVery LowDenver, CO2026-10-28
Carnegie Investment Counsel
6,157$333.2K0.0%CoreLowPepper Pike, OH2026-10-20
GoalFusion Wealth Management, LLC
6,150$332.8K0.1%ETFVery LowAustin, TX2026-10-06
Ledyard National Bank
6,000$324.7K0.0%CoreLowHanover, NH2026-10-21
Highline Wealth Partners LLC
5,937$321.3K0.1%ETFMediumSherman Oaks, CA2026-10-19
Creative Financial Designs Inc
5,810$314.4K0.0%ETFMediumKokomo, IN2026-11-04
VestGen Advisors, LLC
5,570$301.4K0.0%GrowthMediumChicago, IL2026-10-27
Union Savings Bank
5,279$285.6K0.1%CoreLowLitchfield, CT2026-10-14
Rose Capital Advisors LLC
5,241$283.7K0.1%ETFN/AMiami Beach, FL2026-11-04
SAX Wealth Advisors, LLC
5,221$282.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Apeiron RIA LLC
5,220$283.3K0.1%ETFMediumDallas, TX2026-10-08
Williams & Novak Wealth Management, LLC
5,136$278.0K0.2%ETFMediumWestlake Village, CA2026-10-09
Virtue Asset Management LLC
5,080$274.9K0.2%CoreLowBarrington, IL2026-10-21
HB Wealth Management, LLC
5,058$273.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Mosley Wealth Management
4,795$262.7K0.1%ETFHighAnaheim, CA2026-10-16
Cherry Tree Wealth Management, LLC
4,658$252.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Chesley Taft & Associates LLC
4,575$247.6K0.0%CoreLowChicago, IL2026-10-13
Simon Quick Advisors, LLC
4,465$241.6K0.0%ETFLowMorristown, NJ2026-10-26
Sun Group Wealth Partners
4,399$238.1K0.1%GrowthLowIrvine, CA2026-10-26
Equita Financial Network, Inc.
4,385$237.3K0.1%ETFLowFort Washington, PA2026-10-19
Elyxium Wealth, LLC
4,333$234.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Diversified Portfolios, Inc.
4,332$234.4K0.0%ETFLowBloomfield Hills, MI2026-11-04
John W. Brooker & Co., CPAs
4,327$234.2K0.3%ETFMediumOakland, CA2026-10-21
Southland Equity Partners LLC
4,318$233.7K0.0%ETFLowWildwood, MO2026-10-14
D.A. Davidson & Co.
4,302$232.8K0.0%CoreLowGreat Falls, MT2026-10-28
Andrews, Lucia Wealth Management LLC
4,194$227.0K0.1%ETFVery LowDanville, CA2026-11-02
Retirement Planning Group, LLC
4,151$224.6K0.0%ETFVery LowLeawood, KS2026-10-19
Invera Wealth Advisors, LLC
4,095$221.6K0.1%GrowthMediumBend, OR2026-10-28
Align Financial, LLC
4,066$220.1K0.1%ETFVery LowHermantown, MN2026-10-16
Triumph Capital Management
3,979$215.3K0.0%ETFMediumDenver, CO2026-10-14
Morton Capital Management LLC
3,763$203.7K0.0%ETFVery LowCalabasas, CA2026-10-23
Ascentis Independent Advisors
3,550$192.1K0.0%ETFLowDallas, TX2026-11-03
AlphaCore Capital LLC
3,430$185.6K0.0%ETFLowLa Jolla, CA2026-11-04
Essential Partners LLC
2,462$133.2K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Caldwell Trust Co
2,150$116.4K0.0%GrowthLowVenice, FL2026-10-30
Angeles Wealth Management, LLC
1,503$81.3K0.0%ETFLowSanta Monica, CA2026-10-26
Richards, Merrill & Peterson, Inc.
1,350$73.1K0.0%GrowthLowSpokane, WA2026-10-19
Gamma Investing LLC
1,019$55.1K0.0%IndexVery LowFoster City, CA2026-10-08
Rosenberg Matthew Hamilton
518$28.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Blue Trust, Inc.
469$25.4K0.0%ETFLowBrentwood, TN2026-10-15
Strengthening Families & Communities, LLC
265$14.3K0.0%CoreMediumBoston, MA2026-10-21
Biltmore Family Office, LLC
249$13.5K0.0%GrowthLowCharlotte, NC2026-11-03
Signature Resources Capital Management, LLC
60$3.2K0.0%ETFLowNewport Beach, CA2026-10-16
Team Financial Group, LLC
33$1.8K0.0%ETFLowTemecula, CA2026-10-30
Plante Moran Financial Advisors, LLC
18$9740.0%ETFVery LowSouthfield, MI2026-11-04