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Vanguard CA Tax-Ex Bond (VTEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wedmont Private Capital
INCREASED
Shares246,073 from 244,141
Change+1,932 (+1%)
Value$23.1M (-$1.3M)
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares189,922 from 189,536
Change+386 (+0%)
Value$17.9M (-$1.2M)
Filed 2026-11-06
Bailard, Inc.
INCREASED
Shares162,740 from 20,690
Change+142,050 (+687%)
Value$15.3M (+$13.3M)
Filed 2026-10-13
Tarbox Family Office, Inc.
NEW
Shares122,331
Change+122,331
Value$11.5M
Filed 2026-10-23
Eclectic Associates Inc
INCREASED
Shares87,103 from 78,851
Change+8,252 (+10%)
Value$8.2M (+$279.7K)
Filed 2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares82,391 from 37,566
Change+44,825 (+119%)
Value$7.8M (+$4.0M)
Filed 2026-10-14
Slow Capital, Inc.
INCREASED
Shares79,325 from 5,041
Change+74,284 (+1474%)
Value$7.5M (+$7.0M)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares65,501 from 24,267
Change+41,234 (+170%)
Value$6.1M (+$3.7M)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares57,982 from 44,658
Change+13,324 (+30%)
Value$5.5M (+$973.9K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares56,954 from 92,114
Change-35,160 (-38%)
Value$5.4M (-$3.9M)
Filed 2026-10-16
Creative Planning
DECREASED
Shares54,380 from 69,671
Change-15,291 (-22%)
Value$5.1M (-$1.9M)
Filed 2026-11-02
Mission Wealth Management, LP
NEW
Shares53,949
Change+53,949
Value$5.1M
Filed 2026-10-15
Ballast Rock Private Wealth LLC
INCREASED
Shares50,443 from 50,048
Change+395 (+1%)
Value$4.8M (-$279.0K)
Filed 2026-10-26
PFG Advisors
INCREASED
Shares50,156 from 48,855
Change+1,301 (+3%)
Value$4.7M (-$186.1K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares47,591 from 31,614
Change+15,977 (+51%)
Value$4.5M (+$1.3M)
Filed 2026-10-21
Entruity Wealth, LLC
INCREASED
Shares46,960 from 23,081
Change+23,879 (+103%)
Value$4.4M (+$2.1M)
Filed 2026-11-06
Bell Investment Advisors, Inc
DECREASED
Shares46,610 from 46,838
Change-228 (0%)
Value$4.4M (-$317.5K)
Filed 2026-10-29
Bernzott Capital Advisors
INCREASED
Shares44,224 from 42,692
Change+1,532 (+4%)
Value$4.2M (-$125.3K)
Filed 2026-10-29
Ndwm LLC
DECREASED
Shares42,742 from 43,280
Change-538 (-1%)
Value$4.0M (-$324.2K)
Filed 2026-11-05
FF Advisors,LLC
INCREASED
Shares41,264 from 22,979
Change+18,285 (+80%)
Value$3.9M (+$1.6M)
Filed 2026-10-21
Joel Isaacson & Co., LLC
INCREASED
Shares40,024 from 36,450
Change+3,574 (+10%)
Value$3.8M (+$106.6K)
Filed 2026-11-05
Luminvest Wealth Management LLC
INCREASED
Shares38,344 from 35,370
Change+2,974 (+8%)
Value$3.6M (+$56.9K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares37,676 from 5,421
Change+32,255 (+595%)
Value$3.6M (+$3.0M)
Filed 2026-11-03
Integrity Investment Advisors, LLC
NEW
Shares36,988
Change+36,988
Value$3.5M
Filed 2026-11-03
Burton Enright Welch
INCREASED
Shares36,276 from 26,470
Change+9,806 (+37%)
Value$3.4M (+$757.2K)
Filed 2026-11-04
Platt Wealth Management LLC
INCREASED
Shares34,481 from 19,021
Change+15,460 (+81%)
Value$3.3K (-$1.9M)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED
Shares30,371 from 12,680
Change+17,691 (+140%)
Value$2.9M (+$1.6M)
Filed 2026-10-28
DeLarme Wealth Management, Inc.
DECREASED
Shares28,017 from 32,557
Change-4,540 (-14%)
Value$2.6M (-$633.8K)
Filed 2026-10-30
Financial Management Network Inc
INCREASED
Shares27,756 from 25,044
Change+2,712 (+11%)
Value$2.6M (+$119.4K)
Filed 2026-10-09
Burling Wealth Partners, LLC
INCREASED
Shares26,047 from 15,556
Change+10,491 (+67%)
Value$2.5M (+$890.8K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares25,974 from 26,627
Change-653 (-2%)
Value$2.4M (-$229.9K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares25,779 from 29,276
Change-3,497 (-12%)
Value$2.4K (-$2.9M)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares24,762 from 2,110
Change+22,652 (+1074%)
Value$2.3M (+$2.1M)
Filed 2026-11-09
Three Arch Wealth Management LLC
DECREASED
Shares23,429 from 29,203
Change-5,774 (-20%)
Value$2.2M (-$728.9K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,608 from 20,834
Change+1,774 (+9%)
Value$2.1M (+$40.8K)
Filed 2026-10-13
Catalyst Private Wealth, LLC
INCREASED
Shares20,900 from 7,392
Change+13,508 (+183%)
Value$2.0M (+$1.2M)
Filed 2026-10-13
Navalign, LLC
NEW
Shares20,298
Change+20,298
Value$1.9M
Filed 2026-11-09
Diversify Advisory Services, LLC
UNCHANGED
Shares19,806 from 19,806
Change0 (0%)
Value$1.9M (-$67.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
UNCHANGED
Shares19,806 from 19,806
Change0 (0%)
Value$1.9M (-$67.5K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares17,152 from 19,268
Change-2,116 (-11%)
Value$1.6M (-$321.3K)
Filed 2026-10-23
Valmark Advisers, Inc.
DECREASED
Shares15,916 from 19,564
Change-3,648 (-19%)
Value$1.5M (-$467.6K)
Filed 2026-11-06
Freestone Capital Holdings, LLC
DECREASED
Shares15,275 from 16,704
Change-1,429 (-9%)
Value$1.4M (-$240.3K)
Filed 2026-11-09
Legal Advantage Investments, Inc.
NEW
Shares15,000
Change+15,000
Value$1.4M
Filed 2026-10-13
Ariston Services Group
INCREASED
Shares14,738 from 13,025
Change+1,713 (+13%)
Value$1.4M (+$79.2K)
Filed 2026-10-16
Meridian Wealth Management, LLC
UNCHANGED
Shares11,725 from 11,725
Change0 (0%)
Value$1.1M (-$74.1K)
Filed 2026-11-05
VAN Strum & Towne Inc.
UNCHANGED
Shares11,650 from 11,650
Change0 (0%)
Value$1.1M (-$73.6K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares11,430 from 7,971
Change+3,459 (+43%)
Value$1.1M (+$275.7K)
Filed 2026-10-20
North Berkeley Wealth Management, LLC
DECREASED
Shares11,012 from 11,276
Change-264 (-2%)
Value$1.0M (-$96.2K)
Filed 2026-11-02
Raub Brock Capital Management LP
INCREASED
Shares10,155 from 10,105
Change+50 (+0%)
Value$957.4K (-$59.1K)
Filed 2026-10-21
Bfsg, LLC
NEW
Shares9,845
Change+9,845
Value$928.2K
Filed 2026-10-30
Sweeney & Michel, LLC
INCREASED
Shares9,683 from 9,476
Change+207 (+2%)
Value$912.9K (-$26.6K)
Filed 2026-10-16
Nwam LLC
NEW
Shares9,297
Change+9,297
Value$876.5K
Filed 2026-11-09
Grant Street Asset Management, Inc.
DECREASED
Shares9,146 from 10,063
Change-917 (-9%)
Value$862.2K (-$150.1K)
Filed 2026-10-26
NavPoint Financial, Inc.
INCREASED
Shares8,432 from 6,445
Change+1,987 (+31%)
Value$795.0K (+$146.6K)
Filed 2026-10-21
Sincerus Advisory, LLC
NEW
Shares8,385
Change+8,385
Value$790.6K
Filed 2026-10-09
Diversified Portfolios, Inc.
NEW
Shares8,331
Change+8,331
Value$785.4K
Filed 2026-11-04
M Wealth Management, LLC
INCREASED
Shares8,167 from 3,989
Change+4,178 (+105%)
Value$770.0K (+$368.8K)
Filed 2026-10-14
Oppenheimer & Co Inc
UNCHANGED
Shares8,104 from 8,104
Change0 (0%)
Value$764.0K (-$51.2K)
Filed 2026-10-26
Integral Investment Advisors, Inc.
INCREASED
Shares7,585 from 4,680
Change+2,905 (+62%)
Value$715.1K (+$244.3K)
Filed 2026-11-03
Prosperity Financial Group, Inc.
NEW
Shares7,265
Change+7,265
Value$684.9K
Filed 2026-10-29
Willow Creek Wealth Management Inc.
DECREASED
Shares6,888 from 7,545
Change-657 (-9%)
Value$649.4K (-$109.6K)
Filed 2026-10-26
Albion Financial Group
INCREASED
Shares6,339 from 2,590
Change+3,749 (+145%)
Value$597.6K (+$337.1K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares6,295 from 5,794
Change+501 (+9%)
Value$593.5K (+$10.6K)
Filed 2026-10-22
Roberts Wealth Advisors, LLC
INCREASED
Shares6,272 from 5,597
Change+675 (+12%)
Value$591.3K (+$28.3K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares6,075 from 3,840
Change+2,235 (+58%)
Value$572.8K (+$186.4K)
Filed 2026-10-23
Pinnacle Associates LTD
INCREASED
Shares6,075 from 3,840
Change+2,235 (+58%)
Value$572.8K (+$186.4K)
Filed 2026-10-20
Chris Bulman Inc
UNCHANGED
Shares5,794 from 5,794
Change0 (0%)
Value$546.3K (-$36.6K)
Filed 2026-10-20
TPG Advisors LLC
INCREASED
Shares5,755 from 4,555
Change+1,200 (+26%)
Value$542.6K (+$84.3K)
Filed 2026-10-16
J. Safra Sarasin Holding AG
NEW
Shares5,665
Change+5,665
Value$560.0K
Filed 2026-10-26
International Assets Investment Management, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$520.1K (-$31.5K)
Filed 2026-11-02
Kaizen Financial Strategies
INCREASED
Shares5,368 from 4,370
Change+998 (+23%)
Value$506.1K (+$67.8K)
Filed 2026-10-09
Retirement Planning Group, LLC
INCREASED
Shares5,292 from 4,022
Change+1,270 (+32%)
Value$498.9K (+$94.3K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares5,052 from 4,699
Change+353 (+8%)
Value$476.3K (+$3.6K)
Filed 2026-10-13
Wespac Advisors SoCal, LLC
UNCHANGED
Shares5,004 from 5,004
Change0 (0%)
Value$471.8K (-$31.6K)
Filed 2026-10-13
Occidental Asset Management, LLC
NEW
Shares5,000
Change+5,000
Value$471.4K
Filed 2026-11-05
Argyle Capital Partners, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$471.4K (-$31.6K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$471.4K (-$31.6K)
Filed 2026-11-05
Align Financial, LLC
NEW
Shares4,955
Change+4,955
Value$467.2K
Filed 2026-10-16
Aprio Wealth Management, LLC
UNCHANGED
Shares4,774 from 4,774
Change0 (0%)
Value$450.1K (-$30.2K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares4,641 from 5,306
Change-665 (-13%)
Value$437.6K (-$96.2K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares4,627 from 3,497
Change+1,130 (+32%)
Value$436.2K (+$84.4K)
Filed 2026-10-28
Capital Advantage, Inc.
INCREASED
Shares4,614 from 4,500
Change+114 (+3%)
Value$435.0K (-$17.7K)
Filed 2026-10-14
Madson Wealth Advisors Inc
INCREASED
Shares4,373 from 4,368
Change+5 (+0%)
Value$412.3K (-$27.1K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares4,350 from 2,100
Change+2,250 (+107%)
Value$410.1K (+$198.9K)
Filed 2026-10-08
Keystone Wealth Services, LLC
INCREASED
Shares4,260 from 4,227
Change+33 (+1%)
Value$398.5K (-$26.7K)
Filed 2026-11-03
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$400.7K (-$26.9K)
Filed 2026-10-27
Sowell Financial Services LLC
INCREASED
Shares4,229 from 4,217
Change+12 (+0%)
Value$398.7K (-$25.6K)
Filed 2026-10-23
Merit Financial Group, LLC
NEW
Shares4,134
Change+4,134
Value$389.8K
Filed 2026-11-06
HCR Wealth Advisors
UNCHANGED
Shares4,015 from 4,015
Change0 (0%)
Value$378.5K (-$25.4K)
Filed 2026-10-15
Wealthgarden F.S. LLC
INCREASED
Shares4,013 from 3,620
Change+393 (+11%)
Value$378.3K (+$14.2K)
Filed 2026-11-09
Hurlow Wealth Management Group, Inc.
INCREASED
Shares3,767 from 3,665
Change+102 (+3%)
Value$355.2K (-$13.5K)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares3,545 from 2,745
Change+800 (+29%)
Value$334.2K (+$58.1K)
Filed 2026-11-03
Elmwood Wealth Management, Inc.
NEW
Shares3,477
Change+3,477
Value$327.8K
Filed 2026-10-14
Weatherly Asset Management L. P.
UNCHANGED
Shares3,432 from 3,432
Change0 (0%)
Value$323.6K (-$21.7K)
Filed 2026-10-20
Simplicity Wealth,LLC
NEW
Shares3,344
Change+3,344
Value$315.3K
Filed 2026-10-23
Good Harbor Advisors, Inc.
INCREASED
Shares3,316 from 2,260
Change+1,056 (+47%)
Value$312.7K (+$85.3K)
Filed 2026-10-20
Sun Group Wealth Partners
NEW
Shares3,293
Change+3,293
Value$310.5K
Filed 2026-10-26
Sage Rhino Capital LLC
NEW
Shares3,290
Change+3,290
Value$310.2K
Filed 2026-10-28
Elser Financial Planning, Inc
DECREASED
Shares3,263 from 3,762
Change-499 (-13%)
Value$307.6K (-$70.8K)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares3,193 from 2,129
Change+1,064 (+50%)
Value$301.0K (+$86.9K)
Filed 2026-10-13
MFA Wealth Services
INCREASED
Shares3,142 from 2,878
Change+264 (+9%)
Value$296.2K (+$6.7K)
Filed 2026-10-14
Climber Capital SA
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$278.0K (-$34.2K)
Filed 2026-10-20
Evolution Advisers, Inc.
NEW
Shares3,024
Change+3,024
Value$286.5K
Filed 2026-11-06
Blume Capital Management, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$282.8K (-$19.0K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,972 from 2,605
Change+367 (+14%)
Value$280 (-$261.7K)
Filed 2026-11-02
XY Planning Network, Inc.
UNCHANGED
Shares2,923 from 2,923
Change0 (0%)
Value$275.6K (-$18.5K)
Filed 2026-10-14
Optima Capital LLC
DECREASED
Shares2,836 from 2,904
Change-68 (-2%)
Value$267.4K (-$24.8K)
Filed 2026-10-29
Mosley Wealth Management
NEW
Shares2,750
Change+2,750
Value$262.2K
Filed 2026-10-16
Revisor Wealth Management LLC
NEW
Shares2,703
Change+2,703
Value$257.9K
Filed 2026-10-20
Core Wealth Partners LLC
UNCHANGED
Shares2,639 from 2,639
Change0 (0%)
Value$248.8K (-$16.7K)
Filed 2026-11-02
Wealthfront Advisers LLC
NEW
Shares2,583
Change+2,583
Value$243.5K
Filed 2026-11-09
Sovran Advisors, LLC
NEW
Shares2,557
Change+2,557
Value$247.6K
Filed 2026-11-02
Capital Investment Advisors, LLC
UNCHANGED
Shares2,557 from 2,557
Change0 (0%)
Value$241.1K (-$16.2K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
NEW
Shares2,542
Change+2,542
Value$239.7K
Filed 2026-10-16
Aspiriant, LLC
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$238.5K (-$16.0K)
Filed 2026-10-16
WealthSpring Partners, LLC
INCREASED
Shares2,526 from 2,517
Change+9 (+0%)
Value$238.1K (-$15.1K)
Filed 2026-10-14
Chatham Capital Group, Inc.
NEW
Shares2,500
Change+2,500
Value$235.7K
Filed 2026-10-16
Knuff & Co LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$235.7K (-$15.8K)
Filed 2026-11-06
Pandowealth. LLC
INCREASED
Shares2,480 from 2,387
Change+93 (+4%)
Value$242.9K (+$2.8K)
Filed 2026-11-09
Tortoise Investment Management, LLC
INCREASED
Shares2,435 from 2,420
Change+15 (+1%)
Value$229.6K (-$13.9K)
Filed 2026-11-06
Indivisible Partners
NEW
Shares2,400
Change+2,400
Value$226.3K
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,346 from 2,338
Change+8 (+0%)
Value$221.2K (-$14.1K)
Filed 2026-10-29
Pachira Investments Inc.
INCREASED
Shares2,270 from 2,255
Change+15 (+1%)
Value$214.0K (-$12.9K)
Filed 2026-10-14
Guild Investment Management, Inc.
NEW
Shares2,250
Change+2,250
Value$212.1K
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$225.2K ($0)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares2,138 from 2,129
Change+9 (+0%)
Value$201.6K (-$12.6K)
Filed 2026-10-28
Paragon Capital Management Ltd
INCREASED
Shares2,136 from 2,130
Change+6 (+0%)
Value$201.4K (-$12.9K)
Filed 2026-10-09
Creative Financial Designs Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$188.6K (-$12.6K)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares1,276 from 1,266
Change+10 (+1%)
Value$120.3K (-$7.1K)
Filed 2026-10-19
Addison Advisors LLC
INCREASED
Shares1,205 from 330
Change+875 (+265%)
Value$113.6K (+$80.4K)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$94.3K (-$6.3K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$66.5K (-$4.5K)
Filed 2026-11-02
Breakwater Investment Management
DECREASED
Shares698 from 851
Change-153 (-18%)
Value$65.8K (-$19.8K)
Filed 2026-10-20
Spire Wealth Management
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$33.0K (-$2.2K)
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$31.3K (-$2.1K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares255 from 253
Change+2 (+1%)
Value$24.0K (-$1.4K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares223 from 146
Change+77 (+53%)
Value$21.0K (+$6.3K)
Filed 2026-11-05
Tidemark, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$19.0K (-$1.3K)
Filed 2026-11-09
Pittenger & Anderson Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.9K (-$1.3K)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$16.3K (-$1.1K)
Filed 2026-10-28
Trellis Wealth Advisors LLC
NEW
Shares80
Change+80
Value$7.5K
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares36
Change+36
Value$3.4K
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.4K (-$158)
Filed 2026-10-14
Altiora Financial Group, LLC
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$5.0M)
Filed 2026-11-04
Manchester Capital Management LLC
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-22
Values Added Financial LLC
CLOSED
Shares0 from 13,149
Change-13,149 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Prospect Financial Group LLC
CLOSED
Shares0 from 7,784
Change-7,784 (-100%)
Value$0 (-$783.1K)
Filed 2026-11-05
SteelPeak Wealth, LLC
CLOSED
Shares0 from 6,657
Change-6,657 (-100%)
Value$0 (-$669.7K)
Filed 2026-10-16
Stone Summit Wealth LLC
CLOSED
Shares0 from 5,989
Change-5,989 (-100%)
Value$0 (-$602.5K)
Filed 2026-10-14
Hill Island Financial LLC
CLOSED
Shares0 from 2,478
Change-2,478 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-20
RS Crum Inc.
CLOSED
Shares0 from 2,475
Change-2,475 (-100%)
Value$0 (-$249.0K)
Filed 2026-10-19
Arlington Financial Advisors, LLC
CLOSED
Shares0 from 2,387
Change-2,387 (-100%)
Value$0 (-$240.1K)
Filed 2026-10-19
Equita Financial Network, Inc.
CLOSED
Shares0 from 2,025
Change-2,025 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-19
Value Investment Professionals, LLC
CLOSED
Shares0 from 2,021
Change-2,021 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-13
Virtue Asset Management LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$26.2K)
Filed 2026-11-04
Assetmark, Inc
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-21
Charles Schwab Investment Management Inc
N/A
Shares— from 4,181,993
Change-4,181,993 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 633,969
Change-633,969 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 420,883
Change-420,883 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 263,318
Change-263,318 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 235,300
Change-235,300 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 227,332
Change-227,332 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 219,452
Change-219,452 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 140,810
Change-140,810 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 137,411
Change-137,411 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 95,428
Change-95,428 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 85,654
Change-85,654 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 58,901
Change-58,901 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 47,768
Change-47,768 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 43,500
Change-43,500 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 41,652
Change-41,652 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 39,612
Change-39,612 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,518
Change-36,518 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,186
Change-29,186 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 28,339
Change-28,339 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,674
Change-27,674 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 24,183
Change-24,183 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,891
Change-22,891 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,493
Change-21,493 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 19,287
Change-19,287 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 19,200
Change-19,200 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,116
Change-17,116 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,378
Change-16,378 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 15,212
Change-15,212 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,194
Change-15,194 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,046
Change-15,046 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,934
Change-14,934 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 13,497
Change-13,497 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,657
Change-12,657 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,427
Change-12,427 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 9,489
Change-9,489 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 9,274
Change-9,274 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,051
Change-7,051 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,034
Change-7,034 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 6,970
Change-6,970 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,732
Change-4,732 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Summitry LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wedmont Private Capital
INCREASED246,073244,141+1,932+1%$24.4M$23.1M-$1.3M2026-10-09
LPL Financial LLC
INCREASED189,922189,536+386+0%$19.1M$17.9M-$1.2M2026-11-06
Bailard, Inc.
INCREASED162,74020,690+142,050+687%$2.1M$15.3M+$13.3M2026-10-13
Tarbox Family Office, Inc.
NEW122,331—+122,331——$11.5M—2026-10-23
Eclectic Associates Inc
INCREASED87,10378,851+8,252+10%$7.9M$8.2M+$279.7K2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED82,39137,566+44,825+119%$3.8M$7.8M+$4.0M2026-10-14
Slow Capital, Inc.
INCREASED79,3255,041+74,284+1474%$507.1K$7.5M+$7.0M2026-10-23
Apella Capital, LLC
INCREASED65,50124,267+41,234+170%$2.4M$6.1M+$3.7M2026-10-08
Vise Technologies, Inc.
INCREASED57,98244,658+13,324+30%$4.5M$5.5M+$973.9K2026-10-29
Concurrent Investment Advisors, LLC
DECREASED56,95492,114-35,160-38%$9.3M$5.4M-$3.9M2026-10-16
Creative Planning
DECREASED54,38069,671-15,291-22%$7.0M$5.1M-$1.9M2026-11-02
Mission Wealth Management, LP
NEW53,949—+53,949——$5.1M—2026-10-15
Ballast Rock Private Wealth LLC
INCREASED50,44350,048+395+1%$5.0M$4.8M-$279.0K2026-10-26
PFG Advisors
INCREASED50,15648,855+1,301+3%$4.9M$4.7M-$186.1K2026-10-16
Root Financial Partners, LLC
INCREASED47,59131,614+15,977+51%$3.2M$4.5M+$1.3M2026-10-21
Entruity Wealth, LLC
INCREASED46,96023,081+23,879+103%$2.3M$4.4M+$2.1M2026-11-06
Bell Investment Advisors, Inc
DECREASED46,61046,838-2280%$4.7M$4.4M-$317.5K2026-10-29
Bernzott Capital Advisors
INCREASED44,22442,692+1,532+4%$4.3M$4.2M-$125.3K2026-10-29
Ndwm LLC
DECREASED42,74243,280-538-1%$4.4M$4.0M-$324.2K2026-11-05
FF Advisors,LLC
INCREASED41,26422,979+18,285+80%$2.3M$3.9M+$1.6M2026-10-21
Joel Isaacson & Co., LLC
INCREASED40,02436,450+3,574+10%$3.7M$3.8M+$106.6K2026-11-05
Luminvest Wealth Management LLC
INCREASED38,34435,370+2,974+8%$3.6M$3.6M+$56.9K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED37,6765,421+32,255+595%$545.4K$3.6M+$3.0M2026-11-03
Integrity Investment Advisors, LLC
NEW36,988—+36,988——$3.5M—2026-11-03
Burton Enright Welch
INCREASED36,27626,470+9,806+37%$2.7M$3.4M+$757.2K2026-11-04
Platt Wealth Management LLC
INCREASED34,48119,021+15,460+81%$1.9M$3.3K-$1.9M2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED30,37112,680+17,691+140%$1.3M$2.9M+$1.6M2026-10-28
DeLarme Wealth Management, Inc.
DECREASED28,01732,557-4,540-14%$3.3M$2.6M-$633.8K2026-10-30
Financial Management Network Inc
INCREASED27,75625,044+2,712+11%$2.5M$2.6M+$119.4K2026-10-09
Burling Wealth Partners, LLC
INCREASED26,04715,556+10,491+67%$1.6M$2.5M+$890.8K2026-11-09
Commonwealth Equity Services, LLC
DECREASED25,97426,627-653-2%$2.7M$2.4M-$229.9K2026-11-02
Wedbush Securities Inc
DECREASED25,77929,276-3,497-12%$2.9M$2.4K-$2.9M2026-10-22
Compound Planning, Inc.
INCREASED24,7622,110+22,652+1074%$212.3K$2.3M+$2.1M2026-11-09
Three Arch Wealth Management LLC
DECREASED23,42929,203-5,774-20%$2.9M$2.2M-$728.9K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED22,60820,834+1,774+9%$2.1M$2.1M+$40.8K2026-10-13
Catalyst Private Wealth, LLC
INCREASED20,9007,392+13,508+183%$743.6K$2.0M+$1.2M2026-10-13
Navalign, LLC
NEW20,298—+20,298——$1.9M—2026-11-09
Diversify Advisory Services, LLC
UNCHANGED19,80619,80600%$2.0M$1.9M-$67.5K2026-10-20
Diversify Wealth Management, LLC
UNCHANGED19,80619,80600%$2.0M$1.9M-$67.5K2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED17,15219,268-2,116-11%$1.9M$1.6M-$321.3K2026-10-23
Valmark Advisers, Inc.
DECREASED15,91619,564-3,648-19%$2.0M$1.5M-$467.6K2026-11-06
Freestone Capital Holdings, LLC
DECREASED15,27516,704-1,429-9%$1.7M$1.4M-$240.3K2026-11-09
Legal Advantage Investments, Inc.
NEW15,000—+15,000——$1.4M—2026-10-13
Ariston Services Group
INCREASED14,73813,025+1,713+13%$1.3M$1.4M+$79.2K2026-10-16
Meridian Wealth Management, LLC
UNCHANGED11,72511,72500%$1.2M$1.1M-$74.1K2026-11-05
VAN Strum & Towne Inc.
UNCHANGED11,65011,65000%$1.2M$1.1M-$73.6K2026-11-06
Integrated Advisors Network LLC
INCREASED11,4307,971+3,459+43%$801.9K$1.1M+$275.7K2026-10-20
North Berkeley Wealth Management, LLC
DECREASED11,01211,276-264-2%$1.1M$1.0M-$96.2K2026-11-02
Raub Brock Capital Management LP
INCREASED10,15510,105+50+0%$1.0M$957.4K-$59.1K2026-10-21
Bfsg, LLC
NEW9,845—+9,845——$928.2K—2026-10-30
Sweeney & Michel, LLC
INCREASED9,6839,476+207+2%$939.5K$912.9K-$26.6K2026-10-16
Nwam LLC
NEW9,297—+9,297——$876.5K—2026-11-09
Grant Street Asset Management, Inc.
DECREASED9,14610,063-917-9%$1.0M$862.2K-$150.1K2026-10-26
NavPoint Financial, Inc.
INCREASED8,4326,445+1,987+31%$648.4K$795.0K+$146.6K2026-10-21
Sincerus Advisory, LLC
NEW8,385—+8,385——$790.6K—2026-10-09
Diversified Portfolios, Inc.
NEW8,331—+8,331——$785.4K—2026-11-04
M Wealth Management, LLC
INCREASED8,1673,989+4,178+105%$401.3K$770.0K+$368.8K2026-10-14
Oppenheimer & Co Inc
UNCHANGED8,1048,10400%$815.3K$764.0K-$51.2K2026-10-26
Integral Investment Advisors, Inc.
INCREASED7,5854,680+2,905+62%$470.8K$715.1K+$244.3K2026-11-03
Prosperity Financial Group, Inc.
NEW7,265—+7,265——$684.9K—2026-10-29
Willow Creek Wealth Management Inc.
DECREASED6,8887,545-657-9%$759.0K$649.4K-$109.6K2026-10-26
Albion Financial Group
INCREASED6,3392,590+3,749+145%$260.6K$597.6K+$337.1K2026-10-21
Brookstone Capital Management
INCREASED6,2955,794+501+9%$582.9K$593.5K+$10.6K2026-10-22
Roberts Wealth Advisors, LLC
INCREASED6,2725,597+675+12%$563.1K$591.3K+$28.3K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED6,0753,840+2,235+58%$386.3K$572.8K+$186.4K2026-10-23
Pinnacle Associates LTD
INCREASED6,0753,840+2,235+58%$386.3K$572.8K+$186.4K2026-10-20
Chris Bulman Inc
UNCHANGED5,7945,79400%$582.9K$546.3K-$36.6K2026-10-20
TPG Advisors LLC
INCREASED5,7554,555+1,200+26%$458.2K$542.6K+$84.3K2026-10-16
J. Safra Sarasin Holding AG
NEW5,665—+5,665——$560.0K—2026-10-26
International Assets Investment Management, LLC
UNCHANGED5,5005,50000%$551.6K$520.1K-$31.5K2026-11-02
Kaizen Financial Strategies
INCREASED5,3684,370+998+23%$438.2K$506.1K+$67.8K2026-10-09
Retirement Planning Group, LLC
INCREASED5,2924,022+1,270+32%$404.6K$498.9K+$94.3K2026-10-19
Fiduciary Financial Group, LLC
INCREASED5,0524,699+353+8%$472.7K$476.3K+$3.6K2026-10-13
Wespac Advisors SoCal, LLC
UNCHANGED5,0045,00400%$503.4K$471.8K-$31.6K2026-10-13
Occidental Asset Management, LLC
NEW5,000—+5,000——$471.4K—2026-11-05
Argyle Capital Partners, LLC
UNCHANGED5,0005,00000%$503.0K$471.4K-$31.6K2026-10-23
J.W. Cole Advisors, Inc.
UNCHANGED5,0005,00000%$503.0K$471.4K-$31.6K2026-11-05
Align Financial, LLC
NEW4,955—+4,955——$467.2K—2026-10-16
Aprio Wealth Management, LLC
UNCHANGED4,7744,77400%$480.3K$450.1K-$30.2K2026-10-28
Independent Financial Group, LLC
DECREASED4,6415,306-665-13%$533.8K$437.6K-$96.2K2026-10-13
D.A. Davidson & Co.
INCREASED4,6273,497+1,130+32%$351.8K$436.2K+$84.4K2026-10-28
Capital Advantage, Inc.
INCREASED4,6144,500+114+3%$452.7K$435.0K-$17.7K2026-10-14
Madson Wealth Advisors Inc
INCREASED4,3734,368+5+0%$439.4K$412.3K-$27.1K2026-10-13
Farther Finance Advisors, LLC
INCREASED4,3502,100+2,250+107%$211.3K$410.1K+$198.9K2026-10-08
Keystone Wealth Services, LLC
INCREASED4,2604,227+33+1%$425.3K$398.5K-$26.7K2026-11-03
Sterling Investment Advisors, Ltd.
UNCHANGED4,2504,25000%$427.6K$400.7K-$26.9K2026-10-27
Sowell Financial Services LLC
INCREASED4,2294,217+12+0%$424.3K$398.7K-$25.6K2026-10-23
Merit Financial Group, LLC
NEW4,134—+4,134——$389.8K—2026-11-06
HCR Wealth Advisors
UNCHANGED4,0154,01500%$403.9K$378.5K-$25.4K2026-10-15
Wealthgarden F.S. LLC
INCREASED4,0133,620+393+11%$364.2K$378.3K+$14.2K2026-11-09
Hurlow Wealth Management Group, Inc.
INCREASED3,7673,665+102+3%$368.7K$355.2K-$13.5K2026-10-29
Parallel Advisors, LLC
INCREASED3,5452,745+800+29%$276.1K$334.2K+$58.1K2026-11-03
Elmwood Wealth Management, Inc.
NEW3,477—+3,477——$327.8K—2026-10-14
Weatherly Asset Management L. P.
UNCHANGED3,4323,43200%$345.3K$323.6K-$21.7K2026-10-20
Simplicity Wealth,LLC
NEW3,344—+3,344——$315.3K—2026-10-23
Good Harbor Advisors, Inc.
INCREASED3,3162,260+1,056+47%$227.4K$312.7K+$85.3K2026-10-20
Sun Group Wealth Partners
NEW3,293—+3,293——$310.5K—2026-10-26
Sage Rhino Capital LLC
NEW3,290—+3,290——$310.2K—2026-10-28
Elser Financial Planning, Inc
DECREASED3,2633,762-499-13%$378.5K$307.6K-$70.8K2026-10-16
Hennion & Walsh Asset Management, Inc.
INCREASED3,1932,129+1,064+50%$214.2K$301.0K+$86.9K2026-10-13
MFA Wealth Services
INCREASED3,1422,878+264+9%$289.5K$296.2K+$6.7K2026-10-14
Climber Capital SA
UNCHANGED3,1103,11000%$312.2K$278.0K-$34.2K2026-10-20
Evolution Advisers, Inc.
NEW3,024—+3,024——$286.5K—2026-11-06
Blume Capital Management, Inc.
UNCHANGED3,0003,00000%$301.8K$282.8K-$19.0K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED2,9722,605+367+14%$262.0K$280-$261.7K2026-11-02
XY Planning Network, Inc.
UNCHANGED2,9232,92300%$294.1K$275.6K-$18.5K2026-10-14
Optima Capital LLC
DECREASED2,8362,904-68-2%$292.1K$267.4K-$24.8K2026-10-29
Mosley Wealth Management
NEW2,750—+2,750——$262.2K—2026-10-16
Revisor Wealth Management LLC
NEW2,703—+2,703——$257.9K—2026-10-20
Core Wealth Partners LLC
UNCHANGED2,6392,63900%$265.5K$248.8K-$16.7K2026-11-02
Wealthfront Advisers LLC
NEW2,583—+2,583——$243.5K—2026-11-09
Sovran Advisors, LLC
NEW2,557—+2,557——$247.6K—2026-11-02
Capital Investment Advisors, LLC
UNCHANGED2,5572,55700%$257.2K$241.1K-$16.2K2026-10-22
Robertson Stephens Wealth Management, LLC
NEW2,542—+2,542——$239.7K—2026-10-16
Aspiriant, LLC
UNCHANGED2,5302,53000%$254.5K$238.5K-$16.0K2026-10-16
WealthSpring Partners, LLC
INCREASED2,5262,517+9+0%$253.3K$238.1K-$15.1K2026-10-14
Chatham Capital Group, Inc.
NEW2,500—+2,500——$235.7K—2026-10-16
Knuff & Co LLC
UNCHANGED2,5002,50000%$251.5K$235.7K-$15.8K2026-11-06
Pandowealth. LLC
INCREASED2,4802,387+93+4%$240.1K$242.9K+$2.8K2026-11-09
Tortoise Investment Management, LLC
INCREASED2,4352,420+15+1%$243.5K$229.6K-$13.9K2026-11-06
Indivisible Partners
NEW2,400—+2,400——$226.3K—2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED2,3462,338+8+0%$235.3K$221.2K-$14.1K2026-10-29
Pachira Investments Inc.
INCREASED2,2702,255+15+1%$226.9K$214.0K-$12.9K2026-10-14
Guild Investment Management, Inc.
NEW2,250—+2,250——$212.1K—2026-11-03
Allworth Financial LP
UNCHANGED2,2382,23800%$225.2K$225.2K$02026-11-06
Founders Financial Securities LLC
INCREASED2,1382,129+9+0%$214.1K$201.6K-$12.6K2026-10-28
Paragon Capital Management Ltd
INCREASED2,1362,130+6+0%$214.3K$201.4K-$12.9K2026-10-09
Creative Financial Designs Inc
UNCHANGED2,0002,00000%$201.2K$188.6K-$12.6K2026-11-04
Ares Financial Consulting, LLC
INCREASED1,2761,266+10+1%$127.4K$120.3K-$7.1K2026-10-19
Addison Advisors LLC
INCREASED1,205330+875+265%$33.2K$113.6K+$80.4K2026-11-06
Larson Financial Group LLC
UNCHANGED1,0001,00000%$100.6K$94.3K-$6.3K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED70570500%$70.9K$66.5K-$4.5K2026-11-02
Breakwater Investment Management
DECREASED698851-153-18%$85.6K$65.8K-$19.8K2026-10-20
Spire Wealth Management
UNCHANGED35035000%$35.2K$33.0K-$2.2K2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED33233200%$33.4K$31.3K-$2.1K2026-10-16
IFP Advisors, Inc
INCREASED255253+2+1%$25.5K$24.0K-$1.4K2026-10-16
US Bancorp \de\
INCREASED223146+77+53%$14.7K$21.0K+$6.3K2026-11-05
Tidemark, LLC
UNCHANGED20120100%$20.2K$19.0K-$1.3K2026-11-09
Pittenger & Anderson Inc
UNCHANGED20020000%$20.1K$18.9K-$1.3K2026-11-02
Creative Capital Management Investments LLC
UNCHANGED17317300%$17.4K$16.3K-$1.1K2026-10-28
Trellis Wealth Advisors LLC
NEW80—+80——$7.5K—2026-10-19
Simplex Trading, LLC
NEW36—+36——$3.4K—2026-11-04
Triumph Capital Management
UNCHANGED252500%$2.5K$2.4K-$1582026-10-14
Altiora Financial Group, LLC
CLOSED050,000-50,000-100%$5.0M$0-$5.0M2026-11-04
Manchester Capital Management LLC
CLOSED018,000-18,000-100%$1.8M$0-$1.8M2026-10-22
Values Added Financial LLC
CLOSED013,149-13,149-100%$1.3M$0-$1.3M2026-10-28
Prospect Financial Group LLC
CLOSED07,784-7,784-100%$783.1K$0-$783.1K2026-11-05
SteelPeak Wealth, LLC
CLOSED06,657-6,657-100%$669.7K$0-$669.7K2026-10-16
Stone Summit Wealth LLC
CLOSED05,989-5,989-100%$602.5K$0-$602.5K2026-10-14
Hill Island Financial LLC
CLOSED02,478-2,478-100%$249.2K$0-$249.2K2026-10-20
RS Crum Inc.
CLOSED02,475-2,475-100%$249.0K$0-$249.0K2026-10-19
Arlington Financial Advisors, LLC
CLOSED02,387-2,387-100%$240.1K$0-$240.1K2026-10-19
Equita Financial Network, Inc.
CLOSED02,025-2,025-100%$203.7K$0-$203.7K2026-10-19
Value Investment Professionals, LLC
CLOSED02,021-2,021-100%$203.3K$0-$203.3K2026-10-13
Virtue Asset Management LLC
CLOSED02,000-2,000-100%$201.2K$0-$201.2K2026-10-21
EverSource Wealth Advisors, LLC
CLOSED0261-261-100%$26.2K$0-$26.2K2026-11-04
Assetmark, Inc
CLOSED035-35-100%$3.5K$0-$3.5K2026-10-21
Charles Schwab Investment Management Inc
N/A—4,181,993-4,181,993-100%$420.7M———
Composition Wealth, LLC
N/A—633,969-633,969-100%$63.8M———
Bank of America Corp
N/A—420,883-420,883-100%$42.3M———
Cetera Investment Advisers
N/A—263,318-263,318-100%$26.5M———
Captrust Financial Advisors
N/A—235,300-235,300-100%$23.7M———
Guggenheim Capital LLC
N/A—227,332-227,332-100%$22.9M———
Morgan Stanley
N/A—219,452-219,452-100%$22.1M———
Pasadena Private Wealth, LLC
N/A—140,810-140,810-100%$14.2M———
Manhattan West Asset Management, LLC
N/A—137,411-137,411-100%$13.8M———
MAI Capital Management
N/A—95,428-95,428-100%$9.6M———
Jones Financial Companies Lllp
N/A—85,654-85,654-100%$8.6M———
Brio Consultants, LLC
N/A—58,901-58,901-100%$5.9M———
Beacon Pointe Advisors, LLC
N/A—47,768-47,768-100%$4.8M———
United Capital Financial Advisors, LLC
N/A—43,500-43,500-100%$4.4M———
Fort Point Capital Partners LLC
N/A—41,652-41,652-100%$4.2M———
Gotham Asset Management, LLC
N/A—39,612-39,612-100%$4.0M———
Osaic Holdings, Inc.
N/A—36,518-36,518-100%$3.7M———
Raymond James Financial Inc
N/A—29,186-29,186-100%$2.9M———
FLC Capital Advisors
N/A—28,339-28,339-100%$2.9M———
Natixis Advisors, LLC
N/A—27,674-27,674-100%$2.8M———
Evolve Private Wealth, LLC
N/A—24,183-24,183-100%$2.4M———
Tower Research Capital LLC (TRC)
N/A—22,891-22,891-100%$2.3M———
JPMorgan Chase & Co
N/A—21,493-21,493-100%$2.2M———
Satovsky Asset Management LLC
N/A—19,287-19,287-100%$1.9M———
Wrapmanager Inc
N/A—19,200-19,200-100%$1.9M———
Citadel Advisors LLC
N/A—17,116-17,116-100%$1.7M———
Quantinno Capital Management LP
N/A—16,378-16,378-100%$1.6M———
Ducere Wealth Management LLC
N/A—15,212-15,212-100%$1.5M———
Focus Partners Wealth
N/A—15,194-15,194-100%$1.5M———
Savvy Advisors, Inc.
N/A—15,046-15,046-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—14,934-14,934-100%$1.5M———
Elequin Capital, LP
N/A—13,497-13,497-100%$1.4M———
Mariner, LLC
N/A—12,657-12,657-100%$1.3M———
EP Wealth Advisors, LLC
N/A—12,427-12,427-100%$1.3M———
Envestnet Asset Management Inc
N/A—12,011-12,011-100%$1.2M———
Royal Bank of Canada
N/A—11,067-11,067-100%$1.1M———
Geometric Wealth Advisors
N/A—10,780-10,780-100%$1.1M———
Sand Hill Global Advisors, LLC
N/A—9,489-9,489-100%$954.6K———
Crux Wealth Advisors
N/A—9,274-9,274-100%$933.0K———
Cresset Asset Management, LLC
N/A—8,754-8,754-100%$880.7K———
AQR Capital Management LLC
N/A—8,685-8,685-100%$873.7K———
Sanctuary Advisors, LLC
N/A—7,491-7,491-100%$753.6K———
Cerity Partners LLC
N/A—7,403-7,403-100%$744.7K———
Northwestern Mutual Wealth Management Co
N/A—7,051-7,051-100%$709.3K———
Integrated Wealth Concepts LLC
N/A—7,034-7,034-100%$707.6K———
Vanguard National Trust Co
N/A—7,023-7,023-100%$706.5K———
WorthPointe, LLC
N/A—6,970-6,970-100%$701.2K———
Stonebridge Financial Group, LLC
N/A—6,916-6,916-100%$695.0K———
Ameritas Advisory Services, LLC
N/A—6,830-6,830-100%$687.1K———
MML Investors Services, LLC
N/A—6,324-6,324-100%$636.2K———
New Insight Wealth Advisors
N/A—5,737-5,737-100%$577.1K———
IEQ Capital, LLC
N/A—4,900-4,900-100%$492.9K———
FMR LLC
N/A—4,732-4,732-100%$476.1K———
Centaurus Financial, Inc.
N/A—4,166-4,166-100%$419.0K———
Bridgewater Advisors Inc.
N/A—4,098-4,098-100%$403.4K———
Tolleson Wealth Management, Inc.
N/A—4,080-4,080-100%$410.4K———
Financial Engines Advisors L.L.C.
N/A—3,804-3,804-100%$382.7K———
Betterment LLC
N/A—3,705-3,705-100%$373.0K———
Summitry LLC
N/A—3,527-3,527-100%$354.8K———
Mercer Global Advisors Inc
N/A—3,405-3,405-100%$342.5K———
Wealthspire Advisors, LLC
N/A—3,366-3,366-100%$338.7K———
Aureus Asset Management, LLC
N/A—3,000-3,000-100%$301.8K———
Sequoia Financial Advisors, LLC
N/A—2,935-2,935-100%$295.3K———
Twin Peaks Wealth Advisors, LLC
N/A—2,856-2,856-100%$287.3K———
XTX Topco Ltd
N/A—2,819-2,819-100%$283.6K———
Global Retirement Partners, LLC
N/A—2,612-2,612-100%$262.8K———
CCG Wealth Management, LLC
N/A—2,594-2,594-100%$261.0K———
SageView Advisory Group, LLC
N/A—2,567-2,567-100%$258.2K———
HighTower Advisors, LLC
N/A—2,538-2,538-100%$255.3K———
M. Kulyk & Associates, LLC
N/A—2,512-2,512-100%$252.7K———
CIBC Bancorp USA Inc.
N/A—2,500-2,500-100%$251.5K———
Moneta Group Investment Advisors LLC
N/A—2,475-2,475-100%$248.9K———
Invst, LLC
N/A—2,474-2,474-100%$248.9K———
Leo H. Evart, Inc.
N/A—2,471-2,471-100%$248.6K———
Sandy Cove Advisors, LLC
N/A—2,407-2,407-100%$242.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,364-2,364-100%$237.8K———
Clark Capital Management Group, Inc.
N/A—2,250-2,250-100%$226.4K———
Integrity Wealth Solutions LLC
N/A—2,215-2,215-100%$222.8K———
Rialto Wealth Management, LLC
N/A—1,085-1,085-100%$109.2K———
Timbuktu Capital Management, LLC
N/A—860-860-100%$86.5K———
CVA Family Office, LLC
N/A—263-263-100%$26.5K———
Graney & King, LLC
N/A—247-247-100%$24.9K———
Steward Partners Investment Advisory, LLC
N/A—100-100-100%$10.1K———
Wells Fargo & Company
N/A—1-1-100%$52———
Showing 241 of 241 institutions