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Ishares California Muni Bond (CMF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Facet Wealth, Inc.
INCREASED
Shares1,829,556 from 1,750,409
Change+79,147 (+5%)
Value$99.0M (-$1.9M)
Filed 2026-11-04
Bailard, Inc.
DECREASED
Shares985,226 from 1,213,415
Change-228,189 (-19%)
Value$53.3M (-$16.6M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares484,067 from 436,085
Change+47,982 (+11%)
Value$26.2M (+$1.1M)
Filed 2026-10-21
West Wealth Group, LLC
INCREASED
Shares476,540 from 384,830
Change+91,710 (+24%)
Value$25.8M (+$3.6M)
Filed 2026-10-14
Creative Planning
INCREASED
Shares300,348 from 273,154
Change+27,194 (+10%)
Value$16.3M (+$510.2K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
DECREASED
Shares292,335 from 293,212
Change-877 (0%)
Value$15.8M (-$1.1M)
Filed 2026-10-13
Orin Green Financial, LLC
DECREASED
Shares281,207 from 284,860
Change-3,653 (-1%)
Value$15.2M (-$1.2M)
Filed 2026-10-19
Rinkey Investments
DECREASED
Shares251,730 from 266,511
Change-14,781 (-6%)
Value$13.6M (-$1.7M)
Filed 2026-10-28
Myecfo, LLC
INCREASED
Shares244,324 from 241,609
Change+2,715 (+1%)
Value$13.2M (-$704.1K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares242,626 from 142,052
Change+100,574 (+71%)
Value$13.1M (+$5.0M)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares236,278 from 204,693
Change+31,585 (+15%)
Value$12.7M (+$957.9K)
Filed 2026-10-08
Liberty Capital Management, Inc.
NEW
Shares228,088
Change+228,088
Value$12.3M
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares175,352 from 195,345
Change-19,993 (-10%)
Value$9.5M (-$1.8M)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares159,022 from 80,435
Change+78,587 (+98%)
Value$8.9M (+$4.3M)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares127,055 from 98,953
Change+28,102 (+28%)
Value$6.9M (+$1.2M)
Filed 2026-11-03
Slow Capital, Inc.
DECREASED
Shares120,310 from 252,501
Change-132,191 (-52%)
Value$6.5M (-$8.0M)
Filed 2026-10-23
Garde Capital, Inc.
DECREASED
Shares116,601 from 116,793
Change-192 (0%)
Value$6.3M (-$421.5K)
Filed 2026-10-29
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares102,884 from 99,938
Change+2,946 (+3%)
Value$5.6M (-$192.3K)
Filed 2026-10-29
Thryve Wealth Management LLC
UNCHANGED
Shares97,938 from 97,938
Change0 (0%)
Value$5.3M (-$344.7K)
Filed 2026-10-09
Ndwm LLC
INCREASED
Shares95,096 from 92,199
Change+2,897 (+3%)
Value$5.1M (-$167.8K)
Filed 2026-11-05
Fullerton Advisors, LLC
DECREASED
Shares94,832 from 98,660
Change-3,828 (-4%)
Value$5.1M (-$554.5K)
Filed 2026-10-14
Client First Capital LLC
UNCHANGED
Shares92,578 from 92,578
Change0 (0%)
Value$5.0M (-$325.9K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares87,718 from 128,340
Change-40,622 (-32%)
Value$4.7M (-$2.7M)
Filed 2026-10-08
Elmwood Wealth Management, Inc.
DECREASED
Shares82,175 from 82,736
Change-561 (-1%)
Value$4.4M (-$321.6K)
Filed 2026-10-14
Columbia Bank
INCREASED
Shares80,661 from 80,426
Change+235 (+0%)
Value$4.4M (-$270.4K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares75,841 from 75,841
Change0 (0%)
Value$4.1M (-$267.0K)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares73,214 from 86,886
Change-13,672 (-16%)
Value$4.0M (-$1.0M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares71,188 from 77,466
Change-6,278 (-8%)
Value$3.9M (-$612.4K)
Filed 2026-11-05
Ehrlich Financial Group
INCREASED
Shares70,272 from 63,540
Change+6,732 (+11%)
Value$3.8M (+$140.7K)
Filed 2026-10-20
Seek First Inc.
INCREASED
Shares68,252 from 50,270
Change+17,982 (+36%)
Value$3.7M (+$796.2K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares66,553 from 73,214
Change-6,661 (-9%)
Value$3.6M (-$618.2K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
INCREASED
Shares65,791 from 58,046
Change+7,745 (+13%)
Value$3.6M (+$214.8K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares64,602 from 131,735
Change-67,133 (-51%)
Value$3.5M (-$4.1M)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares62,274 from 6,454
Change+55,820 (+865%)
Value$3.4M (+$3.0M)
Filed 2026-10-16
Warren Street Wealth Advisors, LLC
INCREASED
Shares57,677 from 56,679
Change+998 (+2%)
Value$3.1M (-$145.5K)
Filed 2026-11-04
Omega Financial Group, LLC
DECREASED
Shares57,426 from 59,613
Change-2,187 (-4%)
Value$3.1M (-$328.2K)
Filed 2026-10-29
21 West Wealth Management LLC
INCREASED
Shares54,560 from 52,882
Change+1,678 (+3%)
Value$3.0M (-$95.3K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
INCREASED
Shares54,495 from 54,216
Change+279 (+1%)
Value$2.9M (-$175.7K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
DECREASED
Shares52,784 from 62,383
Change-9,599 (-15%)
Value$2.9M (-$739.1K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares52,253 from 73,475
Change-21,222 (-29%)
Value$2.8M (-$1.4M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares49,332 from 43,415
Change+5,917 (+14%)
Value$2.7M (+$167.4K)
Filed 2026-10-29
Traveka Wealth, LLC
DECREASED
Shares48,194 from 49,410
Change-1,216 (-2%)
Value$2.6M (-$239.7K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares48,135 from 8,531
Change+39,604 (+464%)
Value$2.6M (+$2.1M)
Filed 2026-10-13
Aspiriant, LLC
NEW
Shares47,237
Change+47,237
Value$2.6M
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares44,398 from 20,789
Change+23,609 (+114%)
Value$2.4M (+$1.2M)
Filed 2026-10-13
Altiora Financial Group, LLC
NEW
Shares44,100
Change+44,100
Value$2.4M
Filed 2026-11-04
Bell Investment Advisors, Inc
INCREASED
Shares42,196 from 35,953
Change+6,243 (+17%)
Value$2.3M (+$211.3K)
Filed 2026-10-29
Values Added Financial LLC
INCREASED
Shares39,465 from 17,627
Change+21,838 (+124%)
Value$2.1M (+$1.1M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares38,383 from 12,225
Change+26,158 (+214%)
Value$2.1M (+$1.4M)
Filed 2026-11-04
Fiduciary Financial Group, LLC
INCREASED
Shares38,188 from 30,381
Change+7,807 (+26%)
Value$2.1M (+$315.6K)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares37,865 from 40,675
Change-2,810 (-7%)
Value$2.0M (-$295.2K)
Filed 2026-10-16
Bank of Stockton
DECREASED
Shares36,992 from 37,492
Change-500 (-1%)
Value$2.0M (-$159.0K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares36,885 from 44,178
Change-7,293 (-17%)
Value$2.0M (-$550.2K)
Filed 2026-10-27
Westside Investment Management, Inc.
DECREASED
Shares35,525 from 45,012
Change-9,487 (-21%)
Value$1.9M (-$672.0K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares33,737 from 35,010
Change-1,273 (-4%)
Value$1.8K (-$2.0M)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares33,460 from 17,906
Change+15,554 (+87%)
Value$1.8M (+$778.7K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares32,916 from 33,824
Change-908 (-3%)
Value$1.8M (-$168.2K)
Filed 2026-10-23
SimpliFi, Inc.
INCREASED
Shares32,153 from 31,914
Change+239 (+1%)
Value$1.7M (-$99.4K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
INCREASED
Shares31,290 from 25,279
Change+6,011 (+24%)
Value$1.7M (+$236.3K)
Filed 2026-10-13
Clark Asset Management, LLC
UNCHANGED
Shares31,230 from 31,230
Change0 (0%)
Value$1.7M (-$109.9K)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares30,056 from 28,542
Change+1,514 (+5%)
Value$1.6M (-$18.5K)
Filed 2026-10-13
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares29,627 from 9,828
Change+19,799 (+201%)
Value$1.6M (+$1.0M)
Filed 2026-10-22
Curtis Advisory Group, LLC
INCREASED
Shares28,956 from 28,354
Change+602 (+2%)
Value$1.6M (-$67.2K)
Filed 2026-10-28
FF Advisors,LLC
INCREASED
Shares28,544 from 17,117
Change+11,427 (+67%)
Value$1.5M (+$558.2K)
Filed 2026-10-21
Davidson Investment Advisors
INCREASED
Shares25,734 from 25,689
Change+45 (+0%)
Value$1.4M (-$88.0K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares25,613 from 18,494
Change+7,119 (+38%)
Value$1.4M (+$320.2K)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares25,547 from 25,547
Change0 (0%)
Value$1.4M (-$89.9K)
Filed 2026-10-28
APS Management Group, Inc.
DECREASED
Shares25,478 from 26,391
Change-913 (-3%)
Value$1.4M (-$142.3K)
Filed 2026-10-14
Keystone Global Partners, LLC
INCREASED
Shares25,355 from 22,532
Change+2,823 (+13%)
Value$1.4M (+$73.5K)
Filed 2026-10-13
Towerpoint Wealth, LLC
DECREASED
Shares25,073 from 27,221
Change-2,148 (-8%)
Value$1.4M (-$212.1K)
Filed 2026-10-13
McNaughton Wealth Management, LLC
INCREASED
Shares24,969 from 21,425
Change+3,544 (+17%)
Value$1.4M (+$116.4K)
Filed 2026-10-09
DeDora Capital, Inc.
DECREASED
Shares23,420 from 43,535
Change-20,115 (-46%)
Value$1.3M (-$1.2M)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares23,331 from 22,722
Change+609 (+3%)
Value$1.3M (-$47.1K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares23,020 from 7,997
Change+15,023 (+188%)
Value$1.2M (+$784.9K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares22,861 from 14,682
Change+8,179 (+56%)
Value$1.2M (+$391.0K)
Filed 2026-11-03
HCR Wealth Advisors
DECREASED
Shares20,865 from 20,901
Change-36 (0%)
Value$1.1M (-$75.5K)
Filed 2026-10-15
Portfolio Design Labs, LLC
INCREASED
Shares20,791 from 20,514
Change+277 (+1%)
Value$1.1M (-$57.2K)
Filed 2026-11-04
Johnson Bixby & Associates, LLC
UNCHANGED
Shares20,582 from 20,582
Change0 (0%)
Value$1.1M (-$72.4K)
Filed 2026-10-14
True Link Financial Advisors, LLC
INCREASED
Shares20,231 from 17,154
Change+3,077 (+18%)
Value$1.1M (+$106.1K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
INCREASED
Shares19,790 from 12,154
Change+7,636 (+63%)
Value$1.1M (+$370.5K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,736 from 19,706
Change-970 (-5%)
Value$1.0K (-$1.1M)
Filed 2026-11-02
Vilga Financial Planning LLC
UNCHANGED
Shares18,626 from 18,626
Change0 (0%)
Value$1.0M (-$65.6K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
DECREASED
Shares18,163 from 20,707
Change-2,544 (-12%)
Value$983.0K (-$210.6K)
Filed 2026-10-21
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares17,867 from 17,867
Change0 (0%)
Value$967.0K (-$62.9K)
Filed 2026-10-15
Instrumental Wealth, LLC
INCREASED
Shares16,614 from 16,276
Change+338 (+2%)
Value$899.2K (-$39.0K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
INCREASED
Shares16,335 from 14,650
Change+1,685 (+12%)
Value$884.1K (+$39.7K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares16,177 from 15,220
Change+957 (+6%)
Value$875.5K (-$1.8K)
Filed 2026-10-22
LifeWealth Investments, LLC
UNCHANGED
Shares15,806 from 15,806
Change0 (0%)
Value$855.4K (-$55.6K)
Filed 2026-10-21
Argyle Capital Partners, LLC
UNCHANGED
Shares15,801 from 15,801
Change0 (0%)
Value$855.2K (-$55.6K)
Filed 2026-10-23
Boltwood Capital Management
INCREASED
Shares14,915 from 13,505
Change+1,410 (+10%)
Value$807.2K (+$28.8K)
Filed 2026-10-02
NWF Advisory Services Inc.
INCREASED
Shares14,788 from 14,784
Change+4 (+0%)
Value$800.3K (-$51.8K)
Filed 2026-10-19
Two West Capital Advisors LLC
UNCHANGED
Shares14,212 from 14,212
Change0 (0%)
Value$762.9K (-$48.0K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares14,200 from 4,400
Change+9,800 (+223%)
Value$768.5K (+$514.9K)
Filed 2026-11-04
CV Advisors LLC
INCREASED
Shares14,139 from 11,300
Change+2,839 (+25%)
Value$763.2K (+$113.5K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares13,791 from 13,975
Change-184 (-1%)
Value$746.4K (-$59.2K)
Filed 2026-10-22
Foronjy Financial LLC
INCREASED
Shares13,542 from 12,404
Change+1,138 (+9%)
Value$732.9K (+$17.9K)
Filed 2026-10-14
Aspen Investment Management Inc
INCREASED
Shares13,410 from 12,410
Change+1,000 (+8%)
Value$726.0K (+$725.3K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares13,408 from 11,031
Change+2,377 (+22%)
Value$725.6K (+$89.8K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
INCREASED
Shares13,207 from 13,124
Change+83 (+1%)
Value$714.8K (-$41.7K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares12,862 from 12,930
Change-68 (-1%)
Value$696.1K (-$49.2K)
Filed 2026-10-20
Climber Capital SA
UNCHANGED
Shares12,660 from 12,660
Change0 (0%)
Value$647.1K (-$80.0K)
Filed 2026-10-20
Mattern Capital Management, LLC
INCREASED
Shares12,168 from 12,144
Change+24 (+0%)
Value$658.5K (-$41.4K)
Filed 2026-11-02
Oppenheimer & Co Inc
UNCHANGED
Shares11,850 from 11,850
Change0 (0%)
Value$641.3K (-$41.7K)
Filed 2026-10-26
Life Planning Partners, Inc
INCREASED
Shares11,537 from 10,644
Change+893 (+8%)
Value$624.4K (+$10.9K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares11,528 from 8,817
Change+2,711 (+31%)
Value$623.9K (+$115.7K)
Filed 2026-11-03
Wespac Advisors SoCal, LLC
DECREASED
Shares11,212 from 13,093
Change-1,881 (-14%)
Value$606.8K (-$147.9K)
Filed 2026-10-13
Altfest L J & Co Inc
INCREASED
Shares10,536 from 9,409
Change+1,127 (+12%)
Value$570.2K (+$27.9K)
Filed 2026-10-27
Trace Wealth Advisors, LLC
UNCHANGED
Shares10,452 from 10,452
Change0 (0%)
Value$565.7K (-$36.8K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares10,406 from 11,723
Change-1,317 (-11%)
Value$563.2K (-$112.6K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares10,225 from 10,682
Change-457 (-4%)
Value$553.4K (-$62.3K)
Filed 2026-10-22
Neumann Capital Management, LLC
INCREASED
Shares10,001 from 9,900
Change+101 (+1%)
Value$541.3K (-$29.4K)
Filed 2026-10-15
RVW Wealth, LLC
DECREASED
Shares9,896 from 10,236
Change-340 (-3%)
Value$535.6K (-$54.4K)
Filed 2026-10-06
J. Safra Sarasin Holding AG
NEW
Shares9,870
Change+9,870
Value$529.8K
Filed 2026-10-26
TME Financial, Inc.
INCREASED
Shares9,298 from 8,106
Change+1,192 (+15%)
Value$503.2K (+$36.0K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
NEW
Shares9,205
Change+9,205
Value$498.1K
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares8,805 from 7,820
Change+985 (+13%)
Value$476.5K (+$25.8K)
Filed 2026-11-05
Vaquero Private Wealth, LTD
UNCHANGED
Shares8,670 from 8,670
Change0 (0%)
Value$469.2K (-$30.5K)
Filed 2026-10-27
Chris Bulman Inc
UNCHANGED
Shares8,589 from 8,589
Change0 (0%)
Value$464.8K (-$30.2K)
Filed 2026-10-20
Shira Ridge Wealth Management
DECREASED
Shares8,558 from 14,749
Change-6,191 (-42%)
Value$463.2K (-$387.0K)
Filed 2026-10-09
Stordahl Capital Management, Inc.
INCREASED
Shares8,355 from 8,225
Change+130 (+2%)
Value$452.2K (-$21.9K)
Filed 2026-10-22
Sonata Capital Group Inc
UNCHANGED
Shares8,180 from 8,180
Change0 (0%)
Value$442.7K (-$28.8K)
Filed 2026-10-19
StoneX Group Inc.
NEW
Shares7,938
Change+7,938
Value$443.4K
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares7,796 from 7,165
Change+631 (+9%)
Value$421.9K (+$8.9K)
Filed 2026-10-20
Eclectic Associates Inc
INCREASED
Shares7,762 from 7,646
Change+116 (+2%)
Value$420.1K (-$20.6K)
Filed 2026-10-09
Tlwm
INCREASED
Shares7,728 from 4,928
Change+2,800 (+57%)
Value$418.2K (+$134.2K)
Filed 2026-10-09
Sowell Financial Services LLC
DECREASED
Shares7,623 from 7,644
Change-21 (0%)
Value$412.6K (-$28.0K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares7,597
Change+7,597
Value$411.1K
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares7,422 from 22,362
Change-14,940 (-67%)
Value$401.7K (-$887.3K)
Filed 2026-10-15
DeLarme Wealth Management, Inc.
INCREASED
Shares7,335 from 6,940
Change+395 (+6%)
Value$397.0K (-$3.1K)
Filed 2026-10-30
North Berkeley Wealth Management, LLC
UNCHANGED
Shares7,201 from 7,201
Change0 (0%)
Value$389.7K (-$25.3K)
Filed 2026-11-02
Fortitude Financial, LLC
NEW
Shares6,722
Change+6,722
Value$363.8K
Filed 2026-10-19
ASL Financial, LLC
DECREASED
Shares6,500 from 7,400
Change-900 (-12%)
Value$351.8K (-$74.8K)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
UNCHANGED
Shares6,499 from 6,499
Change0 (0%)
Value$351.7K (-$22.9K)
Filed 2026-10-09
Montecito Bank & Trust
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$349.1K (-$22.7K)
Filed 2026-10-01
Altura Wealth Advisors Inc.
INCREASED
Shares6,402 from 6,380
Change+22 (+0%)
Value$346.5K (-$21.3K)
Filed 2026-10-22
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$343.7K (-$22.4K)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares6,328 from 6,320
Change+8 (+0%)
Value$342.5K (-$21.8K)
Filed 2026-10-20
RHS Financial, LLC
DECREASED
Shares6,266 from 6,753
Change-487 (-7%)
Value$339.1K (-$50.1K)
Filed 2026-10-13
IMPACTfolio, LLC
INCREASED
Shares6,159 from 5,805
Change+354 (+6%)
Value$333.3K (-$1.3K)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares6,157 from 6,261
Change-104 (-2%)
Value$333.2K (-$27.7K)
Filed 2026-10-20
GoalFusion Wealth Management, LLC
DECREASED
Shares6,150 from 7,500
Change-1,350 (-18%)
Value$332.8K (-$99.5K)
Filed 2026-10-06
Ledyard National Bank
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$324.7K (-$21.1K)
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares5,937 from 5,893
Change+44 (+1%)
Value$321.3K (-$18.3K)
Filed 2026-10-19
Creative Financial Designs Inc
UNCHANGED
Shares5,810 from 5,810
Change0 (0%)
Value$314.4K (-$20.5K)
Filed 2026-11-04
VestGen Advisors, LLC
UNCHANGED
Shares5,570 from 5,570
Change0 (0%)
Value$301.4K (-$19.6K)
Filed 2026-10-27
Brooklyn FI, LLC
NEW
Shares5,457
Change+5,457
Value$305.2K
Filed 2026-11-05
Union Savings Bank
UNCHANGED
Shares5,279 from 5,279
Change0 (0%)
Value$285.6K (-$18.6K)
Filed 2026-10-14
Rose Capital Advisors LLC
INCREASED
Shares5,241 from 5,202
Change+39 (+1%)
Value$283.7K (-$16.2K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
NEW
Shares5,221
Change+5,221
Value$282.6K
Filed 2026-10-13
Apeiron RIA LLC
UNCHANGED
Shares5,220 from 5,220
Change0 (0%)
Value$283.3K (-$17.6K)
Filed 2026-10-08
Williams & Novak Wealth Management, LLC
DECREASED
Shares5,136 from 10,346
Change-5,210 (-50%)
Value$278.0K (-$318.4K)
Filed 2026-10-09
Virtue Asset Management LLC
INCREASED
Shares5,080 from 4,400
Change+680 (+15%)
Value$274.9K (+$21.3K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares5,058 from 5,053
Change+5 (+0%)
Value$273.7K (-$17.6K)
Filed 2026-10-23
Mosley Wealth Management
NEW
Shares4,795
Change+4,795
Value$262.7K
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4,658 from 4,658
Change0 (0%)
Value$252.1K (-$16.4K)
Filed 2026-10-15
Chesley Taft & Associates LLC
DECREASED
Shares4,575 from 6,925
Change-2,350 (-34%)
Value$247.6K (-$151.6K)
Filed 2026-10-13
Bank of New York Mellon Corp
NEW
Shares4,548
Change+4,548
Value$246.1K
Filed 2026-11-05
Simon Quick Advisors, LLC
UNCHANGED
Shares4,465 from 4,465
Change0 (0%)
Value$241.6K (-$15.7K)
Filed 2026-10-26
Sun Group Wealth Partners
UNCHANGED
Shares4,399 from 4,399
Change0 (0%)
Value$238.1K (-$15.5K)
Filed 2026-10-26
Equita Financial Network, Inc.
NEW
Shares4,385
Change+4,385
Value$237.3K
Filed 2026-10-19
Elyxium Wealth, LLC
UNCHANGED
Shares4,333 from 4,333
Change0 (0%)
Value$234.5K (-$15.3K)
Filed 2026-10-27
Diversified Portfolios, Inc.
DECREASED
Shares4,332 from 18,201
Change-13,869 (-76%)
Value$234.4K (-$814.7K)
Filed 2026-11-04
John W. Brooker & Co., CPAs
NEW
Shares4,327
Change+4,327
Value$234.2K
Filed 2026-10-21
Southland Equity Partners LLC
UNCHANGED
Shares4,318 from 4,318
Change0 (0%)
Value$233.7K (-$15.2K)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares4,302 from 3,867
Change+435 (+11%)
Value$232.8K (+$9.9K)
Filed 2026-10-28
Moneco Advisors, LLC
NEW
Shares4,295
Change+4,295
Value$232.4K
Filed 2026-11-05
Andrews, Lucia Wealth Management LLC
UNCHANGED
Shares4,194 from 4,194
Change0 (0%)
Value$227.0K (-$14.8K)
Filed 2026-11-02
Sherman Asset Management, Inc.
INCREASED
Shares4,151 from 3,744
Change+407 (+11%)
Value$224.7K (+$8.8K)
Filed 2026-11-05
Retirement Planning Group, LLC
INCREASED
Shares4,151 from 4,120
Change+31 (+1%)
Value$224.6K (-$12.8K)
Filed 2026-10-19
Invera Wealth Advisors, LLC
DECREASED
Shares4,095 from 7,768
Change-3,673 (-47%)
Value$221.6K (-$226.1K)
Filed 2026-10-28
Align Financial, LLC
NEW
Shares4,066
Change+4,066
Value$220.1K
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares3,979 from 3,764
Change+215 (+6%)
Value$215.3K (-$1.6K)
Filed 2026-10-14
Morton Capital Management LLC
DECREASED
Shares3,763 from 3,956
Change-193 (-5%)
Value$203.7K (-$24.4K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares3,550
Change+3,550
Value$192.1K
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares3,430 from 1,316
Change+2,114 (+161%)
Value$185.6K (+$109.8K)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares2,465
Change+2,465
Value$133.4K
Filed 2026-11-05
Essential Partners LLC
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$133.2K (-$8.7K)
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$116.4K (-$7.6K)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares1,671 from 1,671
Change0 (0%)
Value$90.4K (-$5.9K)
Filed 2026-11-05
Angeles Wealth Management, LLC
INCREASED
Shares1,503 from 1,500
Change+3 (+0%)
Value$81.3K (-$5.2K)
Filed 2026-10-26
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$73.1K (-$4.8K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares1,019 from 957
Change+62 (+6%)
Value$55.1K (-$13)
Filed 2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$28.0K (-$1.8K)
Filed 2026-10-05
Blue Trust, Inc.
NEW
Shares469
Change+469
Value$25.4K
Filed 2026-10-15
Strengthening Families & Communities, LLC
NEW
Shares265
Change+265
Value$14.3K
Filed 2026-10-21
Biltmore Family Office, LLC
INCREASED
Shares249 from 247
Change+2 (+1%)
Value$13.5K (-$768)
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$13.1K (-$903)
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares87
Change+87
Value$4.7K
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.2K (-$211)
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares33
Change+33
Value$1.8K
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
NEW
Shares18
Change+18
Value$974
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 174,620
Change-174,620 (-100%)
Value$0 (-$10.1M)
Filed 2026-10-21
Impact Investors, Inc
CLOSED
Shares0 from 22,060
Change-22,060 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Nautilus Advisors LLC
CLOSED
Shares0 from 9,850
Change-9,850 (-100%)
Value$0 (-$564.9K)
Filed 2026-10-07
Members Wealth LLC
CLOSED
Shares0 from 8,317
Change-8,317 (-100%)
Value$0 (-$479.4K)
Filed 2026-10-20
Basso Capital Management, L.P.
CLOSED
Shares0 from 8,035
Change-8,035 (-100%)
Value$0 (-$463.1K)
Filed 2026-10-30
Verus Wealth Management, LLC
CLOSED
Shares0 from 6,400
Change-6,400 (-100%)
Value$0 (-$368.9K)
Filed 2026-10-13
Wise Wealth Partners
CLOSED
Shares0 from 5,959
Change-5,959 (-100%)
Value$0 (-$343.4K)
Filed 2026-10-14
Vicus Capital
CLOSED
Shares0 from 4,517
Change-4,517 (-100%)
Value$0 (-$260.4K)
Filed 2026-11-05
PFG Advisors
CLOSED
Shares0 from 4,126
Change-4,126 (-100%)
Value$0 (-$237.8K)
Filed 2026-10-16
Perigon Wealth Management, LLC
CLOSED
Shares0 from 3,937
Change-3,937 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-22
Gerald Baker Financial Group LLC
CLOSED
Shares0 from 3,820
Change-3,820 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-09
Shum Financial Group, Inc.
CLOSED
Shares0 from 3,706
Change-3,706 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-13
Culbertson A N & Co Inc
CLOSED
Shares0 from 3,550
Change-3,550 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-21
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 3,480
Change-3,480 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,606
Change-1,606 (-100%)
Value$0 (-$92.4K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$72.1K)
Filed 2026-10-15
CX Institutional
CLOSED
Shares0 from 1,133
Change-1,133 (-100%)
Value$0 (-$65)
Filed 2026-10-02
Ares Financial Consulting, LLC
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$54.0K)
Filed 2026-10-19
Mather Group, Llc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$40.3K)
Filed 2026-10-14
Asset Planning,Inc
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$40.3K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 364
Change-364 (-100%)
Value$0 (-$21.0K)
Filed 2026-11-04
Charles Schwab Investment Management Inc
N/A
Shares— from 9,795,528
Change-9,795,528 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 7,276,324
Change-7,276,324 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,975,540
Change-1,975,540 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,936,419
Change-1,936,419 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,742,213
Change-1,742,213 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,691,400
Change-1,691,400 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,395,697
Change-1,395,697 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,310,854
Change-1,310,854 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,118,263
Change-1,118,263 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 931,425
Change-931,425 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 865,882
Change-865,882 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 690,685
Change-690,685 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 667,037
Change-667,037 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 666,348
Change-666,348 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 624,565
Change-624,565 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 510,220
Change-510,220 (-100%)
Value—
UBS Group AG
N/A
Shares— from 503,444
Change-503,444 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 477,670
Change-477,670 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 455,178
Change-455,178 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 390,584
Change-390,584 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 378,084
Change-378,084 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 360,260
Change-360,260 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 327,187
Change-327,187 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 325,296
Change-325,296 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 318,941
Change-318,941 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 315,476
Change-315,476 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 314,017
Change-314,017 (-100%)
Value—
Betterment LLC
N/A
Shares— from 253,502
Change-253,502 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 241,434
Change-241,434 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 236,001
Change-236,001 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 212,056
Change-212,056 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 209,603
Change-209,603 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 203,745
Change-203,745 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 202,036
Change-202,036 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 200,419
Change-200,419 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 198,228
Change-198,228 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 194,046
Change-194,046 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 192,748
Change-192,748 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 185,277
Change-185,277 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 159,119
Change-159,119 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 153,750
Change-153,750 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 145,019
Change-145,019 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 140,131
Change-140,131 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 134,984
Change-134,984 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 126,779
Change-126,779 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 120,754
Change-120,754 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 115,189
Change-115,189 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 111,073
Change-111,073 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 102,100
Change-102,100 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 100,682
Change-100,682 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 96,380
Change-96,380 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 95,424
Change-95,424 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 92,420
Change-92,420 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 79,139
Change-79,139 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 72,199
Change-72,199 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 71,158
Change-71,158 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 69,572
Change-69,572 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 67,782
Change-67,782 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 66,263
Change-66,263 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 62,540
Change-62,540 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 60,464
Change-60,464 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 55,094
Change-55,094 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 54,567
Change-54,567 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 54,179
Change-54,179 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 53,463
Change-53,463 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 52,445
Change-52,445 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 51,510
Change-51,510 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 51,498
Change-51,498 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 49,893
Change-49,893 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 48,590
Change-48,590 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 47,697
Change-47,697 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 44,080
Change-44,080 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 41,778
Change-41,778 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 41,710
Change-41,710 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 39,921
Change-39,921 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 39,454
Change-39,454 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 36,357
Change-36,357 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 36,048
Change-36,048 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 33,986
Change-33,986 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 32,871
Change-32,871 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,001
Change-32,001 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 31,944
Change-31,944 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 27,501
Change-27,501 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 27,221
Change-27,221 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 23,747
Change-23,747 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 23,531
Change-23,531 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 23,277
Change-23,277 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 22,185
Change-22,185 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 22,093
Change-22,093 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 21,409
Change-21,409 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 20,897
Change-20,897 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 20,877
Change-20,877 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,408
Change-20,408 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 19,886
Change-19,886 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 19,126
Change-19,126 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,087
Change-18,087 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 16,872
Change-16,872 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 16,766
Change-16,766 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 14,980
Change-14,980 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 14,732
Change-14,732 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 14,553
Change-14,553 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 14,125
Change-14,125 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 13,954
Change-13,954 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,669
Change-12,669 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,106
Change-12,106 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,998
Change-11,998 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 11,961
Change-11,961 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 11,807
Change-11,807 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 11,093
Change-11,093 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,596
Change-10,596 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 10,027
Change-10,027 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 9,082
Change-9,082 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,925
Change-8,925 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 7,599
Change-7,599 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 6,849
Change-6,849 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,193
Change-6,193 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,142
Change-6,142 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,112
Change-6,112 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 5,292
Change-5,292 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Main Management LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 681
Change-681 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 361
Change-361 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Facet Wealth, Inc.
INCREASED1,829,5561,750,409+79,147+5%$100.9M$99.0M-$1.9M2026-11-04
Bailard, Inc.
DECREASED985,2261,213,415-228,189-19%$69.9M$53.3M-$16.6M2026-10-13
Assetmark, Inc
INCREASED484,067436,085+47,982+11%$25.1M$26.2M+$1.1M2026-10-21
West Wealth Group, LLC
INCREASED476,540384,830+91,710+24%$22.2M$25.8M+$3.6M2026-10-14
Creative Planning
INCREASED300,348273,154+27,194+10%$15.7M$16.3M+$510.2K2026-11-02
Affinity Capital Advisors, LLC
DECREASED292,335293,212-8770%$16.9M$15.8M-$1.1M2026-10-13
Orin Green Financial, LLC
DECREASED281,207284,860-3,653-1%$16.4M$15.2M-$1.2M2026-10-19
Rinkey Investments
DECREASED251,730266,511-14,781-6%$15.4M$13.6M-$1.7M2026-10-28
Myecfo, LLC
INCREASED244,324241,609+2,715+1%$13.9M$13.2M-$704.1K2026-10-14
Wedmont Private Capital
INCREASED242,626142,052+100,574+71%$8.1M$13.1M+$5.0M2026-10-09
Apella Capital, LLC
INCREASED236,278204,693+31,585+15%$11.8M$12.7M+$957.9K2026-10-08
Liberty Capital Management, Inc.
NEW228,088—+228,088——$12.3M—2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED175,352195,345-19,993-10%$11.3M$9.5M-$1.8M2026-10-14
Plancorp, LLC
INCREASED159,02280,435+78,587+98%$4.6M$8.9M+$4.3M2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED127,05598,953+28,102+28%$5.7M$6.9M+$1.2M2026-11-03
Slow Capital, Inc.
DECREASED120,310252,501-132,191-52%$14.6M$6.5M-$8.0M2026-10-23
Garde Capital, Inc.
DECREASED116,601116,793-1920%$6.7M$6.3M-$421.5K2026-10-29
Gerber Kawasaki Wealth & Investment Management
INCREASED102,88499,938+2,946+3%$5.8M$5.6M-$192.3K2026-10-29
Thryve Wealth Management LLC
UNCHANGED97,93897,93800%$5.6M$5.3M-$344.7K2026-10-09
Ndwm LLC
INCREASED95,09692,199+2,897+3%$5.3M$5.1M-$167.8K2026-11-05
Fullerton Advisors, LLC
DECREASED94,83298,660-3,828-4%$5.7M$5.1M-$554.5K2026-10-14
Client First Capital LLC
UNCHANGED92,57892,57800%$5.3M$5.0M-$325.9K2026-10-22
Farther Finance Advisors, LLC
DECREASED87,718128,340-40,622-32%$7.4M$4.7M-$2.7M2026-10-08
Elmwood Wealth Management, Inc.
DECREASED82,17582,736-561-1%$4.8M$4.4M-$321.6K2026-10-14
Columbia Bank
INCREASED80,66180,426+235+0%$4.6M$4.4M-$270.4K2026-10-29
Prime Capital Investment Advisors, LLC
UNCHANGED75,84175,84100%$4.4M$4.1M-$267.0K2026-10-20
Compound Planning, Inc.
DECREASED73,21486,886-13,672-16%$5.0M$4.0M-$1.0M2026-11-05
Fifth Third Bancorp
DECREASED71,18877,466-6,278-8%$4.5M$3.9M-$612.4K2026-11-05
Ehrlich Financial Group
INCREASED70,27263,540+6,732+11%$3.7M$3.8M+$140.7K2026-10-20
Seek First Inc.
INCREASED68,25250,270+17,982+36%$2.9M$3.7M+$796.2K2026-10-27
Choreo, LLC
DECREASED66,55373,214-6,661-9%$4.2M$3.6M-$618.2K2026-10-28
Lodestar Private Asset Management LLC
INCREASED65,79158,046+7,745+13%$3.3M$3.6M+$214.8K2026-10-26
Commonwealth Equity Services, LLC
DECREASED64,602131,735-67,133-51%$7.6M$3.5M-$4.1M2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED62,2746,454+55,820+865%$372.0K$3.4M+$3.0M2026-10-16
Warren Street Wealth Advisors, LLC
INCREASED57,67756,679+998+2%$3.3M$3.1M-$145.5K2026-11-04
Omega Financial Group, LLC
DECREASED57,42659,613-2,187-4%$3.4M$3.1M-$328.2K2026-10-29
21 West Wealth Management LLC
INCREASED54,56052,882+1,678+3%$3.0M$3.0M-$95.3K2026-10-13
Ballast Rock Private Wealth LLC
INCREASED54,49554,216+279+1%$3.1M$2.9M-$175.7K2026-10-26
Heritage Wealth Management, Inc.
DECREASED52,78462,383-9,599-15%$3.6M$2.9M-$739.1K2026-10-27
Mission Wealth Management, LP
DECREASED52,25373,475-21,222-29%$4.2M$2.8M-$1.4M2026-10-15
Vise Technologies, Inc.
INCREASED49,33243,415+5,917+14%$2.5M$2.7M+$167.4K2026-10-29
Traveka Wealth, LLC
DECREASED48,19449,410-1,216-2%$2.8M$2.6M-$239.7K2026-10-19
Independent Financial Group, LLC
INCREASED48,1358,531+39,604+464%$491.8K$2.6M+$2.1M2026-10-13
Aspiriant, LLC
NEW47,237—+47,237——$2.6M—2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED44,39820,789+23,609+114%$1.2M$2.4M+$1.2M2026-10-13
Altiora Financial Group, LLC
NEW44,100—+44,100——$2.4M—2026-11-04
Bell Investment Advisors, Inc
INCREASED42,19635,953+6,243+17%$2.1M$2.3M+$211.3K2026-10-29
Values Added Financial LLC
INCREASED39,46517,627+21,838+124%$1.0M$2.1M+$1.1M2026-10-28
Lido Advisors, LLC
INCREASED38,38312,225+26,158+214%$704.7K$2.1M+$1.4M2026-11-04
Fiduciary Financial Group, LLC
INCREASED38,18830,381+7,807+26%$1.8M$2.1M+$315.6K2026-10-13
SteelPeak Wealth, LLC
DECREASED37,86540,675-2,810-7%$2.3M$2.0M-$295.2K2026-10-16
Bank of Stockton
DECREASED36,99237,492-500-1%$2.2M$2.0M-$159.0K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED36,88544,178-7,293-17%$2.5M$2.0M-$550.2K2026-10-27
Westside Investment Management, Inc.
DECREASED35,52545,012-9,487-21%$2.6M$1.9M-$672.0K2026-11-02
Wedbush Securities Inc
DECREASED33,73735,010-1,273-4%$2.0M$1.8K-$2.0M2026-10-22
Golden State Wealth Management, LLC
INCREASED33,46017,906+15,554+87%$1.0M$1.8M+$778.7K2026-11-02
Evergreen Capital Management LLC
DECREASED32,91633,824-908-3%$1.9M$1.8M-$168.2K2026-10-23
SimpliFi, Inc.
INCREASED32,15331,914+239+1%$1.8M$1.7M-$99.4K2026-10-28
Spinnaker Investment Group, LLC
INCREASED31,29025,279+6,011+24%$1.5M$1.7M+$236.3K2026-10-13
Clark Asset Management, LLC
UNCHANGED31,23031,23000%$1.8M$1.7M-$109.9K2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED30,05628,542+1,514+5%$1.6M$1.6M-$18.5K2026-10-13
Pacific Capital Wealth Advisors, Inc.
INCREASED29,6279,828+19,799+201%$566.5K$1.6M+$1.0M2026-10-22
Curtis Advisory Group, LLC
INCREASED28,95628,354+602+2%$1.6M$1.6M-$67.2K2026-10-28
FF Advisors,LLC
INCREASED28,54417,117+11,427+67%$986.6K$1.5M+$558.2K2026-10-21
Davidson Investment Advisors
INCREASED25,73425,689+45+0%$1.5M$1.4M-$88.0K2026-10-20
Kestra Advisory Services, LLC
INCREASED25,61318,494+7,119+38%$1.1M$1.4M+$320.2K2026-11-02
Creative Capital Management Investments LLC
UNCHANGED25,54725,54700%$1.5M$1.4M-$89.9K2026-10-28
APS Management Group, Inc.
DECREASED25,47826,391-913-3%$1.5M$1.4M-$142.3K2026-10-14
Keystone Global Partners, LLC
INCREASED25,35522,532+2,823+13%$1.3M$1.4M+$73.5K2026-10-13
Towerpoint Wealth, LLC
DECREASED25,07327,221-2,148-8%$1.6M$1.4M-$212.1K2026-10-13
McNaughton Wealth Management, LLC
INCREASED24,96921,425+3,544+17%$1.2M$1.4M+$116.4K2026-10-09
DeDora Capital, Inc.
DECREASED23,42043,535-20,115-46%$2.5M$1.3M-$1.2M2026-10-26
Parallel Advisors, LLC
INCREASED23,33122,722+609+3%$1.3M$1.3M-$47.1K2026-11-03
Avantax Planning Partners, Inc.
INCREASED23,0207,997+15,023+188%$460.9K$1.2M+$784.9K2026-11-03
HUB Investment Partners, LLC
INCREASED22,86114,682+8,179+56%$846.3K$1.2M+$391.0K2026-11-03
HCR Wealth Advisors
DECREASED20,86520,901-360%$1.2M$1.1M-$75.5K2026-10-15
Portfolio Design Labs, LLC
INCREASED20,79120,514+277+1%$1.2M$1.1M-$57.2K2026-11-04
Johnson Bixby & Associates, LLC
UNCHANGED20,58220,58200%$1.2M$1.1M-$72.4K2026-10-14
True Link Financial Advisors, LLC
INCREASED20,23117,154+3,077+18%$988.8K$1.1M+$106.1K2026-10-27
Crestwood Advisors Group, LLC
INCREASED19,79012,154+7,636+63%$700.6K$1.1M+$370.5K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED18,73619,706-970-5%$1.1M$1.0K-$1.1M2026-11-02
Vilga Financial Planning LLC
UNCHANGED18,62618,62600%$1.1M$1.0M-$65.6K2026-10-09
Wealthcare Advisory Partners LLC
DECREASED18,16320,707-2,544-12%$1.2M$983.0K-$210.6K2026-10-21
Roof Eidam Maycock Peralta, LLC
UNCHANGED17,86717,86700%$1.0M$967.0K-$62.9K2026-10-15
Instrumental Wealth, LLC
INCREASED16,61416,276+338+2%$938.1K$899.2K-$39.0K2026-10-20
GC Wealth Management RIA, LLC
INCREASED16,33514,650+1,685+12%$844.4K$884.1K+$39.7K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED16,17715,220+957+6%$877.3K$875.5K-$1.8K2026-10-22
LifeWealth Investments, LLC
UNCHANGED15,80615,80600%$911.1K$855.4K-$55.6K2026-10-21
Argyle Capital Partners, LLC
UNCHANGED15,80115,80100%$910.8K$855.2K-$55.6K2026-10-23
Boltwood Capital Management
INCREASED14,91513,505+1,410+10%$778.4K$807.2K+$28.8K2026-10-02
NWF Advisory Services Inc.
INCREASED14,78814,784+4+0%$852.1K$800.3K-$51.8K2026-10-19
Two West Capital Advisors LLC
UNCHANGED14,21214,21200%$811.0K$762.9K-$48.0K2026-10-15
Citigroup Inc
INCREASED14,2004,400+9,800+223%$253.6K$768.5K+$514.9K2026-11-04
CV Advisors LLC
INCREASED14,13911,300+2,839+25%$649.7K$763.2K+$113.5K2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED13,79113,975-184-1%$805.5K$746.4K-$59.2K2026-10-22
Foronjy Financial LLC
INCREASED13,54212,404+1,138+9%$715.0K$732.9K+$17.9K2026-10-14
Aspen Investment Management Inc
INCREASED13,41012,410+1,000+8%$715$726.0K+$725.3K2026-11-05
US Bancorp \de\
INCREASED13,40811,031+2,377+22%$635.9K$725.6K+$89.8K2026-11-05
SmartHarvest Portfolios, LLC
INCREASED13,20713,124+83+1%$756.5K$714.8K-$41.7K2026-10-26
Integrated Advisors Network LLC
DECREASED12,86212,930-68-1%$745.3K$696.1K-$49.2K2026-10-20
Climber Capital SA
UNCHANGED12,66012,66000%$727.0K$647.1K-$80.0K2026-10-20
Mattern Capital Management, LLC
INCREASED12,16812,144+24+0%$700.0K$658.5K-$41.4K2026-11-02
Oppenheimer & Co Inc
UNCHANGED11,85011,85000%$683.0K$641.3K-$41.7K2026-10-26
Life Planning Partners, Inc
INCREASED11,53710,644+893+8%$613.5K$624.4K+$10.9K2026-10-28
Brighton Jones LLC
INCREASED11,5288,817+2,711+31%$508.2K$623.9K+$115.7K2026-11-03
Wespac Advisors SoCal, LLC
DECREASED11,21213,093-1,881-14%$754.7K$606.8K-$147.9K2026-10-13
Altfest L J & Co Inc
INCREASED10,5369,409+1,127+12%$542.3K$570.2K+$27.9K2026-10-27
Trace Wealth Advisors, LLC
UNCHANGED10,45210,45200%$602.5K$565.7K-$36.8K2026-10-30
Dynamic Advisor Solutions LLC
DECREASED10,40611,723-1,317-11%$675.7K$563.2K-$112.6K2026-10-13
Brookstone Capital Management
DECREASED10,22510,682-457-4%$615.7K$553.4K-$62.3K2026-10-22
Neumann Capital Management, LLC
INCREASED10,0019,900+101+1%$570.6K$541.3K-$29.4K2026-10-15
RVW Wealth, LLC
DECREASED9,89610,236-340-3%$590.0K$535.6K-$54.4K2026-10-06
J. Safra Sarasin Holding AG
NEW9,870—+9,870——$529.8K—2026-10-26
TME Financial, Inc.
INCREASED9,2988,106+1,192+15%$467.2K$503.2K+$36.0K2026-10-14
Quadrant Private Wealth Management, LLC
NEW9,205—+9,205——$498.1K—2026-11-04
Meridian Wealth Management, LLC
INCREASED8,8057,820+985+13%$450.7K$476.5K+$25.8K2026-11-05
Vaquero Private Wealth, LTD
UNCHANGED8,6708,67000%$499.7K$469.2K-$30.5K2026-10-27
Chris Bulman Inc
UNCHANGED8,5898,58900%$495.1K$464.8K-$30.2K2026-10-20
Shira Ridge Wealth Management
DECREASED8,55814,749-6,191-42%$850.1K$463.2K-$387.0K2026-10-09
Stordahl Capital Management, Inc.
INCREASED8,3558,225+130+2%$474.1K$452.2K-$21.9K2026-10-22
Sonata Capital Group Inc
UNCHANGED8,1808,18000%$471.5K$442.7K-$28.8K2026-10-19
StoneX Group Inc.
NEW7,938—+7,938——$443.4K—2026-11-03
Private Trust Co NA
INCREASED7,7967,165+631+9%$413.0K$421.9K+$8.9K2026-10-20
Eclectic Associates Inc
INCREASED7,7627,646+116+2%$440.7K$420.1K-$20.6K2026-10-09
Tlwm
INCREASED7,7284,928+2,800+57%$284.1K$418.2K+$134.2K2026-10-09
Sowell Financial Services LLC
DECREASED7,6237,644-210%$440.6K$412.6K-$28.0K2026-10-23
Root Financial Partners, LLC
NEW7,597—+7,597——$411.1K—2026-10-21
WealthPlan Investment Management, LLC
DECREASED7,42222,362-14,940-67%$1.3M$401.7K-$887.3K2026-10-15
DeLarme Wealth Management, Inc.
INCREASED7,3356,940+395+6%$400.0K$397.0K-$3.1K2026-10-30
North Berkeley Wealth Management, LLC
UNCHANGED7,2017,20100%$415.1K$389.7K-$25.3K2026-11-02
Fortitude Financial, LLC
NEW6,722—+6,722——$363.8K—2026-10-19
ASL Financial, LLC
DECREASED6,5007,400-900-12%$426.5K$351.8K-$74.8K2026-10-15
Emergent Wealth Advisors, LLC
UNCHANGED6,4996,49900%$374.6K$351.7K-$22.9K2026-10-09
Montecito Bank & Trust
UNCHANGED6,4506,45000%$371.8K$349.1K-$22.7K2026-10-01
Altura Wealth Advisors Inc.
INCREASED6,4026,380+22+0%$367.7K$346.5K-$21.3K2026-10-22
Whitegate Investment Counselors, Inc.
UNCHANGED6,3506,35000%$366.0K$343.7K-$22.4K2026-11-02
Trilogy Capital Inc.
INCREASED6,3286,320+8+0%$364.3K$342.5K-$21.8K2026-10-20
RHS Financial, LLC
DECREASED6,2666,753-487-7%$389.2K$339.1K-$50.1K2026-10-13
IMPACTfolio, LLC
INCREASED6,1595,805+354+6%$334.6K$333.3K-$1.3K2026-10-28
Carnegie Investment Counsel
DECREASED6,1576,261-104-2%$360.9K$333.2K-$27.7K2026-10-20
GoalFusion Wealth Management, LLC
DECREASED6,1507,500-1,350-18%$432.3K$332.8K-$99.5K2026-10-06
Ledyard National Bank
UNCHANGED6,0006,00000%$345.8K$324.7K-$21.1K2026-10-21
Highline Wealth Partners LLC
INCREASED5,9375,893+44+1%$339.6K$321.3K-$18.3K2026-10-19
Creative Financial Designs Inc
UNCHANGED5,8105,81000%$334.9K$314.4K-$20.5K2026-11-04
VestGen Advisors, LLC
UNCHANGED5,5705,57000%$321.1K$301.4K-$19.6K2026-10-27
Brooklyn FI, LLC
NEW5,457—+5,457——$305.2K—2026-11-05
Union Savings Bank
UNCHANGED5,2795,27900%$304.2K$285.6K-$18.6K2026-10-14
Rose Capital Advisors LLC
INCREASED5,2415,202+39+1%$299.8K$283.7K-$16.2K2026-11-04
SAX Wealth Advisors, LLC
NEW5,221—+5,221——$282.6K—2026-10-13
Apeiron RIA LLC
UNCHANGED5,2205,22000%$300.9K$283.3K-$17.6K2026-10-08
Williams & Novak Wealth Management, LLC
DECREASED5,13610,346-5,210-50%$596.3K$278.0K-$318.4K2026-10-09
Virtue Asset Management LLC
INCREASED5,0804,400+680+15%$253.6K$274.9K+$21.3K2026-10-21
HB Wealth Management, LLC
INCREASED5,0585,053+5+0%$291.3K$273.7K-$17.6K2026-10-23
Mosley Wealth Management
NEW4,795—+4,795——$262.7K—2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED4,6584,65800%$268.5K$252.1K-$16.4K2026-10-15
Chesley Taft & Associates LLC
DECREASED4,5756,925-2,350-34%$399.2K$247.6K-$151.6K2026-10-13
Bank of New York Mellon Corp
NEW4,548—+4,548——$246.1K—2026-11-05
Simon Quick Advisors, LLC
UNCHANGED4,4654,46500%$257.4K$241.6K-$15.7K2026-10-26
Sun Group Wealth Partners
UNCHANGED4,3994,39900%$253.6K$238.1K-$15.5K2026-10-26
Equita Financial Network, Inc.
NEW4,385—+4,385——$237.3K—2026-10-19
Elyxium Wealth, LLC
UNCHANGED4,3334,33300%$249.8K$234.5K-$15.3K2026-10-27
Diversified Portfolios, Inc.
DECREASED4,33218,201-13,869-76%$1.0M$234.4K-$814.7K2026-11-04
John W. Brooker & Co., CPAs
NEW4,327—+4,327——$234.2K—2026-10-21
Southland Equity Partners LLC
UNCHANGED4,3184,31800%$248.9K$233.7K-$15.2K2026-10-14
D.A. Davidson & Co.
INCREASED4,3023,867+435+11%$222.9K$232.8K+$9.9K2026-10-28
Moneco Advisors, LLC
NEW4,295—+4,295——$232.4K—2026-11-05
Andrews, Lucia Wealth Management LLC
UNCHANGED4,1944,19400%$241.7K$227.0K-$14.8K2026-11-02
Sherman Asset Management, Inc.
INCREASED4,1513,744+407+11%$215.8K$224.7K+$8.8K2026-11-05
Retirement Planning Group, LLC
INCREASED4,1514,120+31+1%$237.5K$224.6K-$12.8K2026-10-19
Invera Wealth Advisors, LLC
DECREASED4,0957,768-3,673-47%$447.7K$221.6K-$226.1K2026-10-28
Align Financial, LLC
NEW4,066—+4,066——$220.1K—2026-10-16
Triumph Capital Management
INCREASED3,9793,764+215+6%$217.0K$215.3K-$1.6K2026-10-14
Morton Capital Management LLC
DECREASED3,7633,956-193-5%$228.0K$203.7K-$24.4K2026-10-23
Ascentis Independent Advisors
NEW3,550—+3,550——$192.1K—2026-11-03
AlphaCore Capital LLC
INCREASED3,4301,316+2,114+161%$75.9K$185.6K+$109.8K2026-11-04
Three Bridge Wealth Advisors, LLC
NEW2,465—+2,465——$133.4K—2026-11-05
Essential Partners LLC
UNCHANGED2,4622,46200%$141.9K$133.2K-$8.7K2026-10-14
Caldwell Trust Co
UNCHANGED2,1502,15000%$123.9K$116.4K-$7.6K2026-10-30
Larson Financial Group LLC
UNCHANGED1,6711,67100%$96.3K$90.4K-$5.9K2026-11-05
Angeles Wealth Management, LLC
INCREASED1,5031,500+3+0%$86.5K$81.3K-$5.2K2026-10-26
Richards, Merrill & Peterson, Inc.
UNCHANGED1,3501,35000%$77.8K$73.1K-$4.8K2026-10-19
Gamma Investing LLC
INCREASED1,019957+62+6%$55.2K$55.1K-$132026-10-08
Rosenberg Matthew Hamilton
UNCHANGED51851800%$29.9K$28.0K-$1.8K2026-10-05
Blue Trust, Inc.
NEW469—+469——$25.4K—2026-10-15
Strengthening Families & Communities, LLC
NEW265—+265——$14.3K—2026-10-21
Biltmore Family Office, LLC
INCREASED249247+2+1%$14.2K$13.5K-$7682026-11-03
Winthrop Capital Management, LLC
UNCHANGED24224200%$14.0K$13.1K-$9032026-11-05
Rossby Financial, LCC
NEW87—+87——$4.7K—2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED606000%$3.5K$3.2K-$2112026-10-16
Team Financial Group, LLC
NEW33—+33——$1.8K—2026-10-30
Plante Moran Financial Advisors, LLC
NEW18—+18——$974—2026-11-04
Axxcess Wealth Management, LLC
CLOSED0174,620-174,620-100%$10.1M$0-$10.1M2026-10-21
Impact Investors, Inc
CLOSED022,060-22,060-100%$1.3M$0-$1.3M2026-11-02
Nautilus Advisors LLC
CLOSED09,850-9,850-100%$564.9K$0-$564.9K2026-10-07
Members Wealth LLC
CLOSED08,317-8,317-100%$479.4K$0-$479.4K2026-10-20
Basso Capital Management, L.P.
CLOSED08,035-8,035-100%$463.1K$0-$463.1K2026-10-30
Verus Wealth Management, LLC
CLOSED06,400-6,400-100%$368.9K$0-$368.9K2026-10-13
Wise Wealth Partners
CLOSED05,959-5,959-100%$343.4K$0-$343.4K2026-10-14
Vicus Capital
CLOSED04,517-4,517-100%$260.4K$0-$260.4K2026-11-05
PFG Advisors
CLOSED04,126-4,126-100%$237.8K$0-$237.8K2026-10-16
Perigon Wealth Management, LLC
CLOSED03,937-3,937-100%$226.9K$0-$226.9K2026-10-22
Gerald Baker Financial Group LLC
CLOSED03,820-3,820-100%$220.2K$0-$220.2K2026-10-09
Shum Financial Group, Inc.
CLOSED03,706-3,706-100%$213.6K$0-$213.6K2026-10-13
Culbertson A N & Co Inc
CLOSED03,550-3,550-100%$204.6K$0-$204.6K2026-10-21
Summit Financial Strategies, Inc.
CLOSED03,480-3,480-100%$200.6K$0-$200.6K2026-10-14
International Assets Investment Management, LLC
CLOSED01,606-1,606-100%$92.4K$0-$92.4K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,250-1,250-100%$72.1K$0-$72.1K2026-10-15
CX Institutional
CLOSED01,133-1,133-100%$65$0-$652026-10-02
Ares Financial Consulting, LLC
CLOSED0938-938-100%$54.0K$0-$54.0K2026-10-19
Mather Group, Llc.
CLOSED0700-700-100%$40.3K$0-$40.3K2026-10-14
Asset Planning,Inc
CLOSED0700-700-100%$40.3K$0-$40.3K2026-10-26
EverSource Wealth Advisors, LLC
CLOSED0364-364-100%$21.0K$0-$21.0K2026-11-04
Charles Schwab Investment Management Inc
N/A—9,795,528-9,795,528-100%$564.6M———
Wealthfront Advisers LLC
N/A—7,276,324-7,276,324-100%$419.4M———
Bank of America Corp
N/A—1,975,540-1,975,540-100%$113.9M———
Morgan Stanley
N/A—1,936,419-1,936,419-100%$111.6M———
FMR LLC
N/A—1,742,213-1,742,213-100%$100.4M———
EP Wealth Advisors, LLC
N/A—1,691,400-1,691,400-100%$97.5M———
Syon Capital LLC
N/A—1,395,697-1,395,697-100%$80.4M———
LPL Financial LLC
N/A—1,310,854-1,310,854-100%$75.6M———
Envestnet Asset Management Inc
N/A—1,118,263-1,118,263-100%$64.5M———
Mariner, LLC
N/A—931,425-931,425-100%$53.7M———
BlackRock, Inc.
N/A—865,882-865,882-100%$49.9M———
JPMorgan Chase & Co
N/A—690,685-690,685-100%$39.8M———
Wells Fargo & Company
N/A—667,037-667,037-100%$38.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—666,348-666,348-100%$38.4M———
Mercer Global Advisors Inc
N/A—624,565-624,565-100%$36.0M———
Royal Bank of Canada
N/A—510,220-510,220-100%$29.4M———
UBS Group AG
N/A—503,444-503,444-100%$29.0M———
Guggenheim Capital LLC
N/A—477,670-477,670-100%$27.5M———
Focus Partners Wealth
N/A—455,178-455,178-100%$26.2M———
Cerity Partners LLC
N/A—390,584-390,584-100%$22.5M———
Captrust Financial Advisors
N/A—378,084-378,084-100%$21.8M———
Cetera Investment Advisers
N/A—360,260-360,260-100%$20.8M———
SEI Investments Co
N/A—327,187-327,187-100%$18.9M———
Manhattan West Asset Management, LLC
N/A—325,296-325,296-100%$18.8M———
First Foundation Advisors
N/A—318,941-318,941-100%$18.4M———
Alliancebernstein L.P.
N/A—315,476-315,476-100%$17.9M———
RWA Wealth Partners, LLC
N/A—314,017-314,017-100%$18.1M———
Betterment LLC
N/A—253,502-253,502-100%$14.6M———
RiverFront Investment Group, LLC
N/A—241,434-241,434-100%$13.9M———
Ameriprise Financial Inc
N/A—236,001-236,001-100%$13.7M———
Northwestern Mutual Wealth Management Co
N/A—212,056-212,056-100%$12.2M———
Pure Financial Advisors, LLC
N/A—209,603-209,603-100%$12.1M———
Osaic Holdings, Inc.
N/A—203,745-203,745-100%$11.7M———
Navalign, LLC
N/A—202,036-202,036-100%$11.6M———
Brio Consultants, LLC
N/A—200,419-200,419-100%$11.6M———
Atlas Legacy Advisors, LLC
N/A—198,228-198,228-100%$11.4M———
Steward Partners Investment Advisory, LLC
N/A—194,046-194,046-100%$11.2M———
Beacon Pointe Advisors, LLC
N/A—192,748-192,748-100%$11.1M———
Jones Financial Companies Lllp
N/A—185,277-185,277-100%$10.7M———
Global Retirement Partners, LLC
N/A—159,119-159,119-100%$9.2M———
Bank of Montreal
N/A—153,750-153,750-100%$8.9M———
Raymond James Financial Inc
N/A—145,019-145,019-100%$8.4M———
Sanctuary Advisors, LLC
N/A—140,131-140,131-100%$8.1M———
OneDigital Investment Advisors LLC
N/A—134,984-134,984-100%$7.8M———
HighTower Advisors, LLC
N/A—126,779-126,779-100%$7.3M———
MML Investors Services, LLC
N/A—120,754-120,754-100%$7.0M———
Freestone Capital Holdings, LLC
N/A—115,189-115,189-100%$6.6M———
Renaissance Technologies LLC
N/A—111,073-111,073-100%$6.4M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—102,100-102,100-100%$5.9M———
First American Trust, FSB
N/A—100,682-100,682-100%$5.8M———
Deutsche Bank Ag\
N/A—96,380-96,380-100%$5.6M———
Valmark Advisers, Inc.
N/A—95,424-95,424-100%$5.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—92,420-92,420-100%$5.3M———
Ducere Wealth Management LLC
N/A—79,139-79,139-100%$4.6M———
Cresset Asset Management, LLC
N/A—72,199-72,199-100%$4.2M———
Sand Hill Global Advisors, LLC
N/A—71,158-71,158-100%$4.1M———
Westfuller Advisors, LLC
N/A—69,572-69,572-100%$4.0M———
Stifel Financial Corp
N/A—67,782-67,782-100%$3.9M———
Summit Trail Advisors, LLC
N/A—66,263-66,263-100%$3.8M———
One Capital Management, LLC
N/A—62,540-62,540-100%$3.6M———
Silver OAK Wealth Advisors Services, LLC
N/A—60,464-60,464-100%$3.5M———
Quantinno Capital Management LP
N/A—55,094-55,094-100%$3.2M———
Goldman Sachs Group Inc
N/A—54,567-54,567-100%$3.1M———
O'shaughnessy Asset Management, LLC
N/A—54,179-54,179-100%$3.1M———
Savvy Advisors, Inc.
N/A—53,463-53,463-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—52,445-52,445-100%$3.0M———
MAI Capital Management
N/A—51,510-51,510-100%$3.0M———
Flow Traders U.S. LLC
N/A—51,498-51,498-100%$3.0M———
Whittier Trust Co
N/A—49,893-49,893-100%$2.9M———
WealthCollab, LLC
N/A—48,590-48,590-100%$2.8M———
Empower Advisory Group, LLC
N/A—47,697-47,697-100%$2.7M———
Gould Asset Management LLC
N/A—44,080-44,080-100%$2.5M———
BNP Paribas Financial Markets
N/A—43,000-43,000-100%$2.5M———
Merit Financial Group, LLC
N/A—41,778-41,778-100%$2.4M———
Evolve Private Wealth, LLC
N/A—41,710-41,710-100%$2.4M———
Perennial Investment Advisors, LLC
N/A—39,921-39,921-100%$2.3M———
Private Advisor Group, LLC
N/A—39,454-39,454-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—36,357-36,357-100%$2.1M———
Conquis Financial LLC
N/A—36,048-36,048-100%$2.1M———
Engineers Gate Manager LP
N/A—33,986-33,986-100%$2.0M———
Fairview Capital Investment Management, LLC
N/A—32,871-32,871-100%$1.9M———
Citadel Advisors LLC
N/A—32,001-32,001-100%$1.8M———
Tiaa Trust, National Association
N/A—31,944-31,944-100%$1.8M———
Price T Rowe Associates Inc
N/A—30,000-30,000-100%$1.7M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—27,501-27,501-100%$1.6M———
Destination Wealth Management
N/A—27,221-27,221-100%$1.6M———
Natixis Advisors, LLC
N/A—23,747-23,747-100%$1.4M———
Smartleaf Asset Management LLC
N/A—23,531-23,531-100%$1.4M———
Wealthspire Advisors, LLC
N/A—23,277-23,277-100%$1.3M———
United Capital Financial Advisors, LLC
N/A—22,185-22,185-100%$1.3M———
IFC Advisors LLC
N/A—22,093-22,093-100%$1.3M———
Allworth Financial LP
N/A—21,409-21,409-100%$1.2M———
Precision Wealth Strategies, LLC
N/A—20,897-20,897-100%$1.2M———
HSBC Holdings PLC
N/A—20,877-20,877-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—20,408-20,408-100%$1.2M———
IEQ Capital, LLC
N/A—19,886-19,886-100%$1.1M———
Tillman Hartley LLC
N/A—19,126-19,126-100%$1.1M———
NewEdge Advisors, LLC
N/A—18,087-18,087-100%$1.0M———
LM Advisors LLC
N/A—16,872-16,872-100%$973.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—16,766-16,766-100%$966.4K———
Greykasell Wealth Strategies, Inc.
N/A—15,232-15,232-100%$878.0K———
Franklin Resources Inc
N/A—14,980-14,980-100%$863.4K———
Atlas Capital Advisors Inc.
N/A—14,732-14,732-100%$849.2K———
FLC Capital Advisors
N/A—14,553-14,553-100%$838.8K———
Wrapmanager Inc
N/A—14,125-14,125-100%$814.2K———
Savant Capital, LLC
N/A—13,954-13,954-100%$799.0K———
Arax Advisory Partners
N/A—12,669-12,669-100%$730.2K———
Brown Advisory Inc
N/A—12,106-12,106-100%$697.8K———
Modern Wealth Management, LLC
N/A—11,998-11,998-100%$691.6K———
Brasada Capital Management, LP
N/A—11,961-11,961-100%$689.4K———
TRU Independence Asset Management 2, LLC
N/A—11,807-11,807-100%$680.6K———
Fisher Asset Management, LLC
N/A—11,093-11,093-100%$639.4K———
Composition Wealth, LLC
N/A—10,596-10,596-100%$610.8K———
Investment Advisory Group, LLC
N/A—10,175-10,175-100%$586.5K———
January Capital Advisors LLC
N/A—10,027-10,027-100%$578.0K———
Elequin Capital, LP
N/A—9,082-9,082-100%$523.5K———
Baird Financial Group, Inc.
N/A—8,925-8,925-100%$514.4K———
Twin Peaks Wealth Advisors, LLC
N/A—8,287-8,287-100%$477.7K———
Old Mission Capital LLC
N/A—8,249-8,249-100%$475.5K———
Fort Point Capital Partners LLC
N/A—8,132-8,132-100%$468.7K———
M. Kulyk & Associates, LLC
N/A—7,925-7,925-100%$456.8K———
WorthPointe, LLC
N/A—7,599-7,599-100%$438.0K———
Stratos Investment Management, LLC
N/A—7,344-7,344-100%$423.3K———
Summit Wealth Group, LLC
N/A—6,849-6,849-100%$394.8K———
Zhang Financial LLC
N/A—6,580-6,580-100%$379.3K———
Equitable Holdings, Inc.
N/A—6,338-6,338-100%$365.3K———
Safeguard Investment Advisory Group, LLC
N/A—6,193-6,193-100%$356.9K———
SageView Advisory Group, LLC
N/A—6,142-6,142-100%$354.0K———
PNC Financial Services Group, Inc.
N/A—6,112-6,112-100%$352.3K———
Qube Research & Technologies Ltd
N/A—6,108-6,108-100%$352.1K———
Van Hulzen Asset Management, LLC
N/A—5,935-5,935-100%$342.1K———
Tiaa Wealth Investment Management LLC
N/A—5,895-5,895-100%$339.8K———
Falcon Wealth Planning
N/A—5,675-5,675-100%$327.1K———
Hamilton Wealth, LLC
N/A—5,292-5,292-100%$305.0K———
Nuveen, LLC
N/A—5,041-5,041-100%$290.6K———
Flputnam Investment Management Co
N/A—4,798-4,798-100%$288.1K———
Clearstead Advisors, LLC
N/A—4,754-4,754-100%$274.0K———
Northern Trust Corp
N/A—4,734-4,734-100%$272.9K———
Wealthspire Retirement, LLC
N/A—4,727-4,727-100%$272.5K———
a16z Perennial Management, L.P.
N/A—4,710-4,710-100%$271.5K———
AlTi Global, Inc.
N/A—4,364-4,364-100%$251.5K———
Rosenblum Silverman Sutton S F Inc
N/A—4,185-4,185-100%$241.2K———
Tidemark, LLC
N/A—4,076-4,076-100%$234.9K———
Range Advisory, LLC
N/A—4,069-4,069-100%$234.5K———
Fiduciary Financial Advisors
N/A—3,944-3,944-100%$227.4K———
ST Germain D J Co Inc
N/A—3,688-3,688-100%$212.6K———
Financial Engines Advisors L.L.C.
N/A—3,635-3,635-100%$209.5K———
Centaurus Financial, Inc.
N/A—3,448-3,448-100%$199.0K———
Strategic Wealth Partners, Ltd.
N/A—3,266-3,266-100%$188.3K———
Cardiff Park Advisors, LLC
N/A—3,102-3,102-100%$178.8K———
Itau Unibanco Holding S.A.
N/A—3,089-3,089-100%$178.1K———
Geneos Wealth Management Inc.
N/A—2,869-2,869-100%$165.4K———
Continuum Advisory, LLC
N/A—2,420-2,420-100%$139.5K———
Main Management LLC
N/A—1,872-1,872-100%$108.0K———
Ameritas Investment Partners, Inc.
N/A—1,469-1,469-100%$84.7K———
Founders Financial Alliance, LLC
N/A—1,044-1,044-100%$60.2K———
Rothschild Investment LLC
N/A—750-750-100%$43.2K———
Aptus Capital Advisors, LLC
N/A—704-704-100%$40.6K———
Concord Investment Counsel Inc.
N/A—681-681-100%$39.3K———
Crewe Advisors LLC
N/A—580-580-100%$33.4K———
Ballast Advisors LLC
N/A—495-495-100%$28.5K———
Kerr Financial Planning Corp
N/A—361-361-100%$20.8K———
BFC Planning, Inc.
N/A—287-287-100%$16.5K———
Caldwell Sutter Capital, Inc.
N/A—73-73-100%$4.2K———
Horizon Investments, LLC
N/A—44-44-100%$2.5K———
Vanguard Advisers Inc
N/A—30-30-100%$1.7K———
AE Wealth Management LLC
N/A—14-14-100%$807———
Russell Investments Group, Ltd.
N/A—1-1-100%$86———
Showing 380 of 380 institutions