iShares California Muni Bond ETF(CMF)

$56.27—Stale · unknown old

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iShares California Muni Bond ETF(CMF)

NYSE • Last print unknown ago

$56.27—Stale · unknown old

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CMF(CMF)

CMF

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Institutional Ownership

Top 480 Institutional Holders

Holder	Shares	Date	Change	% Held
Sixth Street Partners Management Company, L.P.	9.80M	Jun 30, 26	+9.80M	12.14%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9.80M	Jun 30, 26	+1.30M	12.14%
Wealthfront Advisers LLC	7.28M	Jun 30, 26	+1.08M	9.02%
BANK OF AMERICA CORP /DE/	1.98M	Jun 30, 26	+138.67K	2.45%
MORGAN STANLEY	1.94M	Jun 30, 26	+63.70K	2.40%
Facet Wealth, Inc.	1.75M	Jun 30, 26	+169.34K	2.17%
FMR LLC	1.74M	Jun 30, 26	-64.82K	2.16%
EP Wealth Advisors, LLC	1.69M	Jun 30, 26	+510.50K	2.10%
SYON CAPITAL LLC	1.40M	Jun 30, 26	+43.57K	1.73%
LPL Financial LLC	1.31M	Jun 30, 26	+163.26K	1.63%
BAILARD, INC.	1.21M	Jun 30, 26	-21.19K	1.50%
ENVESTNET ASSET MANAGEMENT INC	1.12M	Jun 30, 26	+97.20K	1.39%
Mariner, LLC	931.42K	Jun 30, 26	+12.84K	1.15%
BlackRock, Inc.	865.88K	Jun 30, 26	-16.93K	1.07%
JPMORGAN CHASE & CO	690.68K	Jun 30, 26	+8.89K	0.86%
WELLS FARGO & COMPANY/MN	667.04K	Jun 30, 26	+9.57K	0.83%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	666.35K	Jun 30, 26	+2.73K	0.83%
MERCER GLOBAL ADVISORS INC /ADV	624.57K	Jun 30, 26	-32.61K	0.77%
ROYAL BANK OF CANADA	510.22K	Jun 30, 26	+38.58K	0.63%
UBS Group AG	503.44K	Jun 30, 26	-28.43K	0.62%
GUGGENHEIM CAPITAL LLC	477.67K	Jun 30, 26	+81.66K	0.59%
Colony Group, LLC	455.18K	Jun 30, 26	+50.82K	0.56%
ASSETMARK, INC	436.08K	Jun 30, 26	+44.35K	0.54%
Cerity Partners LLC	390.58K	Jun 30, 26	+59.51K	0.48%
West Wealth Group, LLC	384.83K	Jun 30, 26	+53.02K	0.48%
CAPTRUST FINANCIAL ADVISORS	378.08K	Jun 30, 26	+21.65K	0.47%
Cetera Investment Advisers	360.26K	Jun 30, 26	-8.25K	0.45%
SEI INVESTMENTS CO	327.19K	Jun 30, 26	+18.27K	0.41%
Manhattan West Asset Management, LLC	325.30K	Jun 30, 26	-72.48K	0.40%
FIRST FOUNDATION ADVISORS	318.94K	Jun 30, 26	-37.79K	0.40%
ALLIANCEBERNSTEIN L.P.	315.48K	Jun 30, 26	-50.86K	0.39%
Adviser Investments LLC	314.02K	Jun 30, 26	+1.47K	0.39%
Affinity Capital Advisors, LLC	293.21K	Jun 30, 26	-24	0.36%
Orin Green Financial, LLC	284.86K	Jun 30, 26	-2.30K	0.35%
Creative Planning	273.15K	Jun 30, 26	-4.26K	0.34%
Rinkey Investments	266.51K	Jun 30, 26	+7.55K	0.33%
Betterment LLC	253.50K	Jun 30, 26	+11.45K	0.31%
Slow Capital, Inc.	252.50K	Jun 30, 26	-25.79K	0.31%
MYECFO, LLC	241.61K	Jun 30, 26	-20.93K	0.30%
RiverFront Investment Group, LLC	241.43K	Jun 30, 26	-3.12K	0.30%
AMERIPRISE FINANCIAL INC	236.00K	Jun 30, 26	-7.49K	0.29%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	212.06K	Jun 30, 26	+5.94K	0.26%
Pure Financial Advisors, LLC	209.60K	Jun 30, 26	+13.97K	0.26%
Apella Capital, LLC	204.69K	Jun 30, 26	-7.82K	0.25%
ADVISOR GROUP HOLDINGS, INC.	203.75K	Jun 30, 26	+149.88K	0.25%
Navalign, LLC	202.04K	Jun 30, 26	+1.14K	0.25%
Brio Consultants, LLC	200.42K	Jun 30, 26	+3.29K	0.25%
Atlas Legacy Advisors, LLC	198.23K	Jun 30, 26	-34	0.25%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	195.34K	Jun 30, 26	+3.32K	0.24%
Steward Partners Investment Advisory, LLC	194.05K	Jun 30, 26	-164.74K	0.24%
Beacon Pointe Advisors, LLC	192.75K	Jun 30, 26	-218.91K	0.24%
JONES FINANCIAL COMPANIES LLLP	185.28K	Jun 30, 26	+22.52K	0.23%
AXXCESS WEALTH MANAGEMENT, LLC	174.62K	Jun 30, 26	+174.62K	0.22%
Global Retirement Partners, LLC	159.12K	Jun 30, 26	+159.12K	0.20%
BANK OF MONTREAL /CAN/	153.75K	Jun 30, 26	+3.06K	0.19%
RAYMOND JAMES FINANCIAL INC	145.02K	Jun 30, 26	+310	0.18%
Wedmont Private Capital	142.05K	Jun 30, 26	+8	0.18%
Sanctuary Advisors, LLC	140.13K	Jun 30, 26	+10.75K	0.17%
Resources Investment Advisors, LLC.	134.98K	Jun 30, 26	+10.30K	0.17%
COMMONWEALTH EQUITY SERVICES, LLC	131.74K	Jun 30, 26	+5.73K	0.16%
Farther Finance Advisors, LLC	128.34K	Jun 30, 26	+311	0.16%
HighTower Advisors, LLC	126.78K	Jun 30, 26	+13.09K	0.16%
MML INVESTORS SERVICES, LLC	120.75K	Jun 30, 26	+30.37K	0.15%
Garde Capital, Inc.	116.79K	Jun 30, 26	-1.31K	0.14%
Freestone Capital Holdings, LLC	115.19K	Jun 30, 26	+28.32K	0.14%
RENAISSANCE TECHNOLOGIES LLC	111.07K	Jun 30, 26	+92.37K	0.14%
Stonehage Fleming Financial Services Holdings Ltd	102.10K	Jun 30, 26	--	0.13%
FIRST AMERICAN TRUST, FSB	100.68K	Jun 30, 26	-10.26K	0.12%
Gerber Kawasaki Wealth & Investment Management	99.94K	Jun 30, 26	+16.43K	0.12%
Ashton Thomas Private Wealth, LLC	98.95K	Jun 30, 26	+50.70K	0.12%
Fullerton Advisors, LLC	98.66K	Jun 30, 26	+3.63K	0.12%
THRYVE WEALTH MANAGEMENT LLC	97.94K	Jun 30, 26	--	0.12%
DEUTSCHE BANK AG\	96.38K	Jun 30, 26	--	0.12%
Valmark Advisers, Inc.	95.42K	Jun 30, 26	+14.76K	0.12%
Client First Capital LLC	92.58K	Jun 30, 26	--	0.11%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	92.42K	Jun 30, 26	-10.66K	0.11%
NDWM LLC	92.20K	Jun 30, 26	+1.62K	0.11%
Atomi Financial Group, Inc.	86.89K	Jun 30, 26	-12.97K	0.11%
Elmwood Wealth Management, Inc.	82.74K	Jun 30, 26	+4.82K	0.10%
Plancorp, LLC	80.44K	Jun 30, 26	+80.44K	0.10%
Umpqua Bank	80.43K	Jun 30, 26	-1.00K	0.10%
Ducere Wealth Management LLC	79.14K	Jun 30, 26	-11.13K	0.10%
FIFTH THIRD BANCORP	77.47K	Jun 30, 26	+7.46K	0.10%
Prime Capital Investment Advisors, LLC	75.84K	Jun 30, 26	+70	0.09%
MISSION WEALTH MANAGEMENT, LP	73.47K	Jun 30, 26	+4.00K	0.09%
CHOREO, LLC	73.21K	Jun 30, 26	-320	0.09%
Cresset Asset Management, LLC	72.20K	Jun 30, 26	+55.17K	0.09%
Sand Hill Global Advisors, LLC	71.16K	Jun 30, 26	+1.19K	0.09%
Westfuller Advisors, LLC	69.57K	Jun 30, 26	+508	0.09%
STIFEL FINANCIAL CORP	67.78K	Jun 30, 26	+5.96K	0.08%
Summit Trail Advisors, LLC	66.26K	Jun 30, 26	+545	0.08%
Integrated Wealth Concepts LLC	64.22K	Jun 30, 26	+23.46K	0.08%
EHRLICH FINANCIAL GROUP	63.54K	Jun 30, 26	-4.99K	0.08%
One Capital Management, LLC	62.54K	Jun 30, 26	--	0.08%
Heritage Wealth Management, Inc. /CA/	62.38K	Jun 30, 26	+9.01K	0.08%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	60.46K	Jun 30, 26	-6.07K	0.07%
Omega Financial Group, LLC	59.61K	Jun 30, 26	-2.70K	0.07%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	58.05K	Jun 30, 26	+3.51K	0.07%
Warren Street Wealth Advisors, LLC	56.68K	Jun 30, 26	+1.82K	0.07%
Quantinno Capital Management LP	55.09K	Jun 30, 26	+92	0.07%
GOLDMAN SACHS GROUP INC	54.57K	Jun 30, 26	+40.79K	0.07%
Ballast Rock Private Wealth LLC	54.22K	Jun 30, 26	-30.35K	0.07%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	54.18K	Jun 30, 26	-16.67K	0.07%
Savvy Advisors, Inc.	53.46K	Jun 30, 26	+14.60K	0.07%
21 West Wealth Management LLC	52.88K	Jun 30, 26	+2.96K	0.07%
MAI Capital Management	51.51K	Jun 30, 26	-418	0.06%
FLOW TRADERS U.S. LLC	51.50K	Jun 30, 26	+51.50K	0.06%
Seek First Inc.	50.27K	Jun 30, 26	+50.27K	0.06%
WHITTIER TRUST CO	49.89K	Jun 30, 26	-4.54K	0.06%
Traveka Wealth, LLC	49.41K	Jun 30, 26	-278	0.06%
WealthCollab, LLC	48.59K	Jun 30, 26	+2.21K	0.06%
Empower Advisory Group, LLC	47.70K	Jun 30, 26	+9.16K	0.06%
Westside Investment Management, Inc.	45.01K	Jun 30, 26	+2.10K	0.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	44.18K	Jun 30, 26	+8.97K	0.05%
GOULD ASSET MANAGEMENT LLC /CA/	44.08K	Jun 30, 26	+1.30K	0.05%
DeDora Capital, Inc.	43.53K	Jun 30, 26	-5.51K	0.05%
Vise Technologies, Inc.	43.41K	Jun 30, 26	+9.40K	0.05%
BNP PARIBAS ARBITRAGE, SNC	43.00K	Jun 30, 26	+42.96K	0.05%
Merit Financial Group, LLC	41.78K	Jun 30, 26	+2	0.05%
EVOLVE PRIVATE WEALTH, LLC	41.71K	Jun 30, 26	+2.61K	0.05%
Steel Peak Wealth Management LLC	40.67K	Jun 30, 26	-4.47K	0.05%
Perennial Investment Advisors, LLC	39.92K	Jun 30, 26	+10.66K	0.05%
Private Advisor Group, LLC	39.45K	Jun 30, 26	+39.45K	0.05%
BANK OF STOCKTON	37.49K	Jun 30, 26	-2.04K	0.05%
Rockefeller Capital Management L.P.	36.36K	Jun 30, 26	+3.29K	0.05%
CONQUIS FINANCIAL LLC	36.05K	Jun 30, 26	-241	0.04%
Bell Investment Advisors, Inc	35.95K	Jun 30, 26	+2.19K	0.04%
WEDBUSH SECURITIES INC	35.01K	Jun 30, 26	+1.71K	0.04%
Engineers Gate Manager LP	33.99K	Jun 30, 26	+33.99K	0.04%
EVERGREEN CAPITAL MANAGEMENT LLC	33.82K	Jun 30, 26	--	0.04%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	32.87K	Jun 30, 26	--	0.04%
CITADEL ADVISORS LLC	32.00K	Jun 30, 26	-8.76K	0.04%
TIAA TRUST, NATIONAL ASSOCIATION	31.94K	Jun 30, 26	+4.43K	0.04%
SimpliFi, Inc.	31.91K	Jun 30, 26	-928	0.04%
Clark Asset Management, LLC	31.23K	Jun 30, 26	+3.61K	0.04%
CI Private Wealth, LLC	31.20K	Jun 30, 26	+3.61K	0.04%
FIDUCIARY FINANCIAL GROUP, LLC	30.38K	Jun 30, 26	+4.66K	0.04%
PRICE T ROWE ASSOCIATES INC /MD/	30.00K	Jun 30, 26	--	0.04%
Hennion & Walsh Asset Management, Inc.	28.54K	Jun 30, 26	+1.82K	0.04%
Curtis Advisory Group, LLC	28.35K	Jun 30, 26	+867	0.04%
Maloon Powers Pitre Higgins & Dennehy, LLC	27.50K	Jun 30, 26	+27.50K	0.03%
Destination Wealth Management	27.22K	Jun 30, 26	-18.26K	0.03%
Towerpoint Wealth, LLC	27.22K	Jun 30, 26	+218	0.03%
APS Management Group, Inc.	26.39K	Jun 30, 26	+5.17K	0.03%
DAVIDSON INVESTMENT ADVISORS	25.69K	Jun 30, 26	+2.52K	0.03%
Creative Capital Management Investments LLC	25.55K	Jun 30, 26	--	0.03%
Spinnaker Investment Group, LLC	25.28K	Jun 30, 26	+8.13K	0.03%
NATIXIS ADVISORS, L.P.	23.75K	Jun 30, 26	+11.61K	0.03%
Smartleaf Asset Management LLC	23.53K	Jun 30, 26	--	0.03%
Wealthspire Advisors, LLC	23.28K	Jun 30, 26	+3	0.03%
Parallel Advisors, LLC	22.72K	Jun 30, 26	-2.96K	0.03%
Keystone Global Partners, LLC	22.53K	Jun 30, 26	-571	0.03%
WealthPlan Investment Management, LLC	22.36K	Jun 30, 26	-687	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	22.18K	Jun 30, 26	-775	0.03%
IFC Advisors LLC	22.09K	Jun 30, 26	+4.22K	0.03%
Impact Investors, Inc	22.06K	Jun 30, 26	+2.00K	0.03%
McNaughton Wealth Management, LLC	21.43K	Jun 30, 26	-1.89K	0.03%
Allworth Financial LP	21.41K	Jun 30, 26	-252	0.03%
HCR Wealth Advisors	20.90K	Jun 30, 26	-1.16K	0.03%
Precision Wealth Strategies, LLC	20.90K	Jun 30, 26	+20.90K	0.03%
HSBC HOLDINGS PLC	20.88K	Jun 30, 26	-351	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	20.79K	Jun 30, 26	+3.10K	0.03%
Wealthcare Advisory Partners LLC	20.71K	Jun 30, 26	+1.29K	0.03%
Johnson Bixby & Associates, LLC	20.58K	Jun 30, 26	--	0.03%
Portfolio Design Labs, LLC	20.51K	Jun 30, 26	+6.54K	0.03%
Buckingham Strategic Partners	20.41K	Jun 30, 26	-4.78K	0.03%
IEQ CAPITAL, LLC	19.89K	Jun 30, 26	-13.66K	0.02%
Cambridge Investment Research Advisors, Inc.	19.71K	Jun 30, 26	+7.86K	0.02%
Tillman Hartley LLC	19.13K	Jun 30, 26	--	0.02%
Vilga Financial Planning LLC	18.63K	Jun 30, 26	--	0.02%
Kestra Advisory Services, LLC	18.49K	Jun 30, 26	-1.50K	0.02%
Diversified Portfolios, Inc.	18.20K	Jun 30, 26	+4.06K	0.02%
NewEdge Advisors, LLC	18.09K	Jun 30, 26	-14.29K	0.02%
Golden State Wealth Management, LLC	17.91K	Jun 30, 26	+16.15K	0.02%
ROOF EIDAM & MAYCOCK/ADV	17.87K	Jun 30, 26	--	0.02%
Values Added Financial LLC	17.63K	Jun 30, 26	+2.84K	0.02%
True Link Financial Advisors, LLC	17.15K	Jun 30, 26	+5.54K	0.02%
FF Advisors,LLC	17.12K	Jun 30, 26	+17.12K	0.02%
LM Advisors LLC	16.87K	Jun 30, 26	+16.87K	0.02%
LAIRD NORTON TRUST COMPANY, LLC	16.77K	Jun 30, 26	--	0.02%
INSTRUMENTAL WEALTH, LLC	16.28K	Jun 30, 26	+2.66K	0.02%
LifeWealth Investments, LLC	15.81K	Jun 30, 26	--	0.02%
Argyle Capital Partners, LLC	15.80K	Jun 30, 26	-87	0.02%
Greykasell Wealth Strategies, Inc.	15.23K	Jun 30, 26	--	0.02%
SAGESPRING WEALTH PARTNERS, LLC	15.22K	Jun 30, 26	+521	0.02%
FRANKLIN RESOURCES INC	14.98K	Jun 30, 26	--	0.02%
NWF Advisory Services Inc.	14.78K	Jun 30, 26	-1.18K	0.02%
Shira Ridge Wealth Management	14.75K	Jun 30, 26	+301	0.02%
ATLAS CAPITAL ADVISORS LLC	14.73K	Jun 30, 26	+1.04K	0.02%
TCG Advisory Services, LLC	14.68K	Jun 30, 26	+3.17K	0.02%
Catalytic Wealth RIA, LLC	14.65K	Jun 30, 26	+2.57K	0.02%
FLC Capital Advisors	14.55K	Jun 30, 26	+4.25K	0.02%
Two West Capital Advisors LLC	14.21K	Jun 30, 26	--	0.02%
WRAPMANAGER INC	14.13K	Jun 30, 26	+14.13K	0.02%
Farmers & Merchants Trust Co of Long Beach	13.97K	Jun 30, 26	+4.31K	0.02%
Savant Capital, LLC	13.95K	Jun 30, 26	+5.02K	0.02%
Boltwood Capital Management	13.51K	Jun 30, 26	+1.09K	0.02%
SmartHarvest Portfolios, LLC	13.12K	Jun 30, 26	+2.26K	0.02%
WESPAC Advisors SoCal, LLC	13.09K	Jun 30, 26	-15.88K	0.02%
Integrated Advisors Network LLC	12.93K	Jun 30, 26	-61.53K	0.02%
SRS Capital Advisors, Inc.	12.67K	Jun 30, 26	+4.91K	0.02%
Climber Capital SA	12.66K	Jun 30, 26	--	0.02%
Aspen Investment Management Inc	12.41K	Jun 30, 26	--	0.02%
FORONJY FINANCIAL LLC	12.40K	Jun 30, 26	-15.88K	0.02%
Lido Advisors, LLC	12.22K	Jun 30, 26	+1	0.02%
Crestwood Advisors Group LLC	12.15K	Jun 30, 26	+2.07K	0.02%
MATTERN CAPITAL MANAGEMENT, LLC	12.14K	Jun 30, 26	+91	0.02%
BROWN ADVISORY INC	12.11K	Jun 30, 26	+29	0.02%
Modern Wealth Management, LLC	12.00K	Jun 30, 26	+31	0.01%
BRASADA CAPITAL MANAGEMENT, LP	11.96K	Jun 30, 26	-89	0.01%
OPPENHEIMER & CO INC	11.85K	Jun 30, 26	--	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	11.81K	Jun 30, 26	--	0.01%
Dynamic Advisor Solutions LLC	11.72K	Jun 30, 26	+468	0.01%
CV Advisors LLC	11.30K	Jun 30, 26	--	0.01%
Fisher Asset Management, LLC	11.09K	Jun 30, 26	+5.03K	0.01%
US BANCORP \DE\	11.03K	Jun 30, 26	+8.63K	0.01%
Brookstone Capital Management	10.68K	Jun 30, 26	+10.68K	0.01%
Life Planning Partners, Inc	10.64K	Jun 30, 26	+2.31K	0.01%
Miracle Mile Advisors, LLC	10.60K	Jun 30, 26	+1.73K	0.01%
Trace Wealth Advisors, LLC	10.45K	Jun 30, 26	--	0.01%
Williams & Novak, LLC	10.35K	Jun 30, 26	-4.47K	0.01%
RVW Wealth, LLC	10.24K	Jun 30, 26	-1.66K	0.01%
Investment Advisory Group, LLC	10.18K	Jun 30, 26	-1.23K	0.01%
January Capital Advisors LLC	10.03K	Jun 30, 26	-21	0.01%
Neumann Capital Management, LLC	9.90K	Jun 30, 26	--	0.01%
Nautilus Advisors LLC	9.85K	Jun 30, 26	+2.00K	0.01%
PACIFIC CAPITAL WEALTH ADVISORS, INC	9.83K	Jun 30, 26	--	0.01%
ALTFEST L J & CO INC	9.41K	Jun 30, 26	+2.03K	0.01%
Elequin Securities, LLC	9.08K	Jun 30, 26	+9.08K	0.01%
Baird Financial Group, Inc.	8.93K	Jun 30, 26	+1.13K	0.01%
BRIGHTON JONES LLC	8.82K	Jun 30, 26	--	0.01%
VAQUERO PRIVATE WEALTH, LTD	8.67K	Jun 30, 26	+8.67K	0.01%
Chris Bulman Inc	8.59K	Jun 30, 26	+8.59K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	8.53K	Jun 30, 26	-2.77K	0.01%
MEMBERS WEALTH LLC	8.32K	Jun 30, 26	+3.13K	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	8.29K	Jun 30, 26	-92	0.01%
OLD MISSION CAPITAL LLC	8.25K	Jun 30, 26	+8.25K	0.01%
Stordahl Capital Management, Inc.	8.22K	Jun 30, 26	+17	0.01%
SONATA CAPITAL GROUP INC	8.18K	Jun 30, 26	+1.75K	0.01%
Fort Point Capital Partners LLC	8.13K	Jun 30, 26	+2.39K	0.01%
TME FINANCIAL, INC.	8.11K	Jun 30, 26	-201	0.01%
BASSO CAPITAL MANAGEMENT, L.P.	8.04K	Jun 30, 26	+8.04K	0.01%
Avantax Planning Partners, Inc.	8.00K	Jun 30, 26	-2.25K	0.01%
M. Kulyk & Associates, LLC	7.92K	Jun 30, 26	--	0.01%
Meridian Wealth Management, LLC	7.82K	Jun 30, 26	--	0.01%
Invera Wealth Advisors, LLC	7.77K	Jun 30, 26	-136	0.01%
ECLECTIC ASSOCIATES INC /ADV	7.65K	Jun 30, 26	-112	0.01%
Sowell Financial Services LLC	7.64K	Jun 30, 26	+57	0.01%
WorthPointe, LLC	7.60K	Jun 30, 26	+7.60K	0.01%
GoalFusion Wealth Management, LLC	7.50K	Jun 30, 26	--	0.01%
ASL Financial, LLC	7.40K	Jun 30, 26	--	0.01%
Fundamentum, LLC	7.34K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	7.17K	Jun 30, 26	+714	0.01%
DeLarme Wealth Management, Inc.	6.94K	Jun 30, 26	+465	0.01%
Chesley Taft & Associates LLC	6.92K	Jun 30, 26	-450	0.01%
Summit Wealth Group, LLC	6.85K	Jun 30, 26	--	0.01%
RHS Financial, LLC	6.75K	Jun 30, 26	-130	0.01%
Zhang Financial LLC	6.58K	Jun 30, 26	--	0.01%
Emergent Wealth Advisors, LLC	6.50K	Jun 30, 26	--	0.01%
Robertson Stephens Wealth Management, LLC	6.45K	Jun 30, 26	+300	0.01%
Montecito Bank & Trust	6.45K	Jun 30, 26	--	0.01%
VERUS WEALTH MANAGEMENT, LLC	6.40K	Jun 30, 26	-150	0.01%
ESG Planning	6.38K	Jun 30, 26	+6.38K	0.01%
Whitegate Investment Counselors, Inc.	6.35K	Jun 30, 26	--	0.01%
Equitable Holdings, Inc.	6.34K	Jun 30, 26	+43	0.01%
Trilogy Capital Inc.	6.32K	Jun 30, 26	+5	0.01%
Carnegie Capital Asset Management, LLC	6.26K	Jun 30, 26	-849	0.01%
Safeguard Investment Advisory Group, LLC	6.19K	Jun 30, 26	+830	0.01%
SageView Advisory Group, LLC	6.14K	Jun 30, 26	+544	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	6.11K	Jun 30, 26	+5.76K	0.01%
Qube Research & Technologies Ltd	6.11K	Jun 30, 26	+5.55K	0.01%
Ledyard National Bank	6.00K	Jun 30, 26	--	0.01%
Wise Wealth Partners	5.96K	Jun 30, 26	+41	0.01%
Van Hulzen Asset Management, LLC	5.93K	Jun 30, 26	+875	0.01%
TIAA Wealth Investment Management LLC	5.89K	Jun 30, 26	+4.30K	0.01%
HIGHLINE WEALTH PARTNERS LLC	5.89K	Jun 30, 26	-443	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	5.81K	Jun 30, 26	+1.70K	0.01%
IMPACTfolio, LLC	5.80K	Jun 30, 26	+140	0.01%
Falcon Wealth Planning	5.67K	Jun 30, 26	-431	0.01%
VestGen Advisors, LLC	5.57K	Jun 30, 26	--	0.01%
Hamilton Wealth, LLC	5.29K	Jun 30, 26	+810	0.01%
UNION SAVINGS BANK	5.28K	Jun 30, 26	--	0.01%
Apeiron RIA LLC	5.22K	Jun 30, 26	--	0.01%
Rose Capital Advisors LLC	5.20K	Jun 30, 26	+5.20K	0.01%
HB Wealth Management, LLC	5.05K	Jun 30, 26	+562	0.01%
Nuveen, LLC	5.04K	Jun 30, 26	+5.04K	0.01%
TLWM	4.93K	Jun 30, 26	+942	0.01%
FLPUTNAM INVESTMENT MANAGEMENT CO	4.80K	Jun 30, 26	+605	0.01%
Clearstead Advisors, LLC	4.75K	Jun 30, 26	+4.75K	0.01%
NORTHERN TRUST CORP	4.73K	Jun 30, 26	+909	0.01%
NFP Retirement, Inc.	4.73K	Jun 30, 26	--	0.01%
a16z Perennial Management, L.P.	4.71K	Jun 30, 26	--	0.01%
VICUS CAPITAL	4.52K	Jun 30, 26	+4.52K	0.01%
SIMON QUICK ADVISORS, LLC	4.46K	Jun 30, 26	+4.46K	0.01%
CITIGROUP INC	4.40K	Jun 30, 26	--	0.01%
VIRTUE ASSET MANAGEMENT LLC	4.40K	Jun 30, 26	--	0.01%
Sun Group Wealth Partners	4.40K	Jun 30, 26	+4.40K	0.01%
Cartesian Growth Corp	4.36K	Jun 30, 26	+4.36K	0.01%
Elyxium Wealth, LLC	4.33K	Jun 30, 26	--	0.01%
Southland Equity Partners LLC	4.32K	Jun 30, 26	--	0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	4.19K	Jun 30, 26	+4.19K	0.01%
ROSENBLUM SILVERMAN SUTTON S F INC /CA	4.18K	Jun 30, 26	+4.18K	0.01%
PFG Advisors	4.13K	Jun 30, 26	+414	0.01%
Retirement Planning Group	4.12K	Jun 30, 26	+30	0.01%
Tidemark, LLC	4.08K	Jun 30, 26	--	0.01%
Morton Capital Management LLC/CA	3.96K	Jun 30, 26	+248	0.00%
FIDUCIARY FINANCIAL ADVISORS	3.94K	Jun 30, 26	--	0.00%
Perigon Wealth Management, LLC	3.94K	Jun 30, 26	+45	0.00%
D.A. DAVIDSON & CO.	3.87K	Jun 30, 26	+126	0.00%
Gerald Baker Financial Group LLC	3.82K	Jun 30, 26	+27	0.00%
Triumph Capital Management	3.76K	Jun 30, 26	--	0.00%
Sherman Asset Management, Inc.	3.74K	Jun 30, 26	--	0.00%
Shum Financial Group, Inc.	3.71K	Jun 30, 26	+3.71K	0.00%
ST GERMAIN D J CO INC	3.69K	Jun 30, 26	-350	0.00%
Financial Engines Advisors L.L.C.	3.63K	Jun 30, 26	+3.63K	0.00%
CULBERTSON A N & CO INC	3.55K	Jun 30, 26	+3.55K	0.00%
Summit Financial Strategies, Inc.	3.48K	Jun 30, 26	+3.48K	0.00%
CENTAURUS FINANCIAL, INC.	3.45K	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	3.27K	Jun 30, 26	-261	0.00%
CARDIFF PARK ADVISORS, LLC	3.10K	Jun 30, 26	+23	0.00%
Itau Unibanco Holding S.A.	3.09K	Jun 30, 26	-3.42K	0.00%
Geneos Wealth Management Inc.	2.87K	Jun 30, 26	+185	0.00%
Essential Partners LLC	2.46K	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	2.42K	Jun 30, 26	+2.42K	0.00%
Caldwell Trust Co	2.15K	Jun 30, 26	--	0.00%
Main Management LLC	1.87K	Jun 30, 26	-13	0.00%
Larson Financial Group LLC	1.67K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.61K	Jun 30, 26	-770	0.00%
ANGELES WEALTH MANAGEMENT, LLC	1.50K	Jun 30, 26	-93	0.00%
Ameritas Investment Partners, Inc.	1.47K	Jun 30, 26	-18	0.00%
RICHARDS, MERRILL & PETERSON, INC.	1.35K	Jun 30, 26	+125	0.00%
AlphaCore Capital LLC	1.32K	Jun 30, 26	-296	0.00%
AdvisorNet Financial, Inc	1.25K	Jun 30, 26	--	0.00%
CX Institutional	1.13K	Jun 30, 26	+8	0.00%
Founders Financial Alliance, LLC	1.04K	Jun 30, 26	+7	0.00%
GAMMA Investing LLC	957	Jun 30, 26	-10.15K	0.00%
Ares Financial Consulting, LLC	938	Jun 30, 26	-233	0.00%
ROTHSCHILD INVESTMENT LLC	750	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	704	Jun 30, 26	--	0.00%
Asset Planning,Inc	700	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	700	Jun 30, 26	+700	0.00%
Concord Investment Counsel Inc.	681	Jun 30, 26	+681	0.00%
Crewe Advisors LLC	580	Jun 30, 26	--	0.00%
Rosenberg Matthew Hamilton	518	Jun 30, 26	--	0.00%
BALLAST ADVISORS LLC	495	Jun 30, 26	+85	0.00%
EverSource Wealth Advisors, LLC	364	Jun 30, 26	+2	0.00%
KERR FINANCIAL PLANNING Corp	361	Jun 30, 26	+2	0.00%
Biltmore Family Office, LLC	247	Jun 30, 26	+2	0.00%
Winthrop Capital Management, LLC	242	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	73	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	60	Jun 30, 26	--	0.00%
Horizon Investments, LLC	44	Jun 30, 26	-44	0.00%
VANGUARD ADVISERS INC	30	Jun 30, 26	--	0.00%
AE Wealth Management LLC	14	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	1	Jun 30, 26	+1	0.00%
Peak Retirement Planning, Inc.	--	Jun 30, 26	-6.34K	--
Team Financial Group, LLC	--	Jun 30, 26	-33	--
Tortuga Wealth Management, Inc	--	Jun 30, 26	-4.00K	--
Golden State Equity Partners	--	Jun 30, 26	-7.10K	--
Western Wealth Management, LLC	--	Jun 30, 26	-148	--
Fortitude Financial, LLC	--	Jun 30, 26	-5.90K	--
Three Bridge Wealth Advisors, LLC	--	Jun 30, 26	-3.89K	--
Moss Adams Wealth Advisors LLC	--	Jun 30, 26	-4.88K	--
Allspring Global Investments Holdings, LLC	--	Jun 30, 26	-37.24K	--
Quadrant Private Wealth Management, LLC	--	Jun 30, 26	-7.03K	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.31K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-1	--
Werba Rubin Papier Wealth Management	--	Jun 30, 26	-3.67K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-172.58K	--
HILL ISLAND FINANCIAL LLC	--	Jun 30, 26	-6.76K	--
Physician Wealth Advisors, Inc.	--	Jun 30, 26	-156	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-1.79K	--
Kera Capital Partners, Inc.	--	Jun 30, 26	-6.20K	--
Align Financial, LLC	--	Jun 30, 26	-110	--
Abacus Wealth Partners, LLC	--	Jun 30, 26	-4.50K	--
TRUIST FINANCIAL CORP	--	Jun 30, 26	-4.46K	--
CLIFFORD SWAN INVESTMENT COUNSEL LLC	--	Jun 30, 26	-9.26K	--
Longview Financial Advisors LLC	--	Jun 30, 26	-45	--
Integrity Investment Advisors, LLC	--	Jun 30, 26	-12.26K	--
Weaver Consulting Group	--	Jun 30, 26	-4.25K	--
Opes Wealth Management LLC	467.98K	Mar 31, 26	+29.00K	0.58%
Financial Connections Group, Inc.	153.86K	Mar 31, 26	-3.50K	0.19%
CWM, LLC	112.94K	Mar 31, 26	-16.09K	0.14%
McIlrath & Eck, LLC	48.61K	Mar 31, 26	+4.84K	0.06%
JOURNEY STRATEGIC WEALTH LLC	44.23K	Mar 31, 26	+2.39K	0.05%
North Berkeley Wealth Management, LLC	6.97K	Mar 31, 26	--	0.01%
Skopos Labs, Inc.	5.06K	Mar 31, 26	+5.06K	0.01%
EXENCIAL WEALTH ADVISORS, LLC	4.83K	Mar 31, 26	+91	0.01%
Cherry Tree Wealth Management, LLC	4.66K	Mar 31, 26	--	0.01%
Northeast Financial Group, Inc.	--	Mar 31, 26	-8.81K	--
COMERICA BANK	70.45K	Dec 31, 25	+12.63K	0.09%
Running Point Capital Advisors, LLC	28.27K	Dec 31, 25	+61	0.04%
CAPITAL INSIGHT PARTNERS, LLC	11.59K	Dec 31, 25	-5.49K	0.01%
CIBC Private Wealth Group, LLC	9.05K	Dec 31, 25	--	0.01%
LongView Asset Management LLC	3.60K	Dec 31, 25	+3.60K	0.00%
Certus Wealth Management, LLC	127.23K	Sep 30, 25	-14.79K	0.16%
Strive Asset Management, LLC	100.56K	Sep 30, 25	--	0.12%
Bristlecone Advisors, LLC	15.70K	Sep 30, 25	-1.36K	0.02%
Financial Advocates Investment Management	--	Sep 30, 25	-7.08K	--
AVANTAX ADVISORY SERVICES, INC.	80.44K	Jun 30, 25	+20.38K	0.10%
Blue Oak Capital, LLC	51.10K	Jun 30, 25	-2.53K	0.06%
Waypoint Wealth Partners Inc.	8.00K	Jun 30, 25	--	0.01%
Atria Wealth Solutions, Inc.	3.95K	Jun 30, 25	-2.33K	0.00%
Parkworth Wealth Management, Inc.	41	Jun 30, 25	-25	0.00%
Orion Portfolio Solutions, LLC	18.22K	Mar 31, 25	-3.20K	0.02%
Vista Wealth Management Group, LLC	7.84K	Mar 31, 25	-4.43K	0.01%
Peninsula Wealth, LLC	35.16K	Dec 31, 24	+926	0.04%
Merriman Wealth Management, LLC	20.38K	Dec 31, 24	+98	0.03%
Maxwell Wealth Strategies Inc.	6.68K	Dec 31, 24	+44	0.01%
Eagle Ridge Investment Management	6.61K	Dec 31, 24	-245	0.01%
Raymond James Financial Services Advisors, Inc.	163.72K	Sep 30, 24	-4.87K	0.20%
Kowal Investment Group, LLC	46.82K	Sep 30, 24	+2.05K	0.06%
RAYMOND JAMES & ASSOCIATES	14.24K	Sep 30, 24	-209	0.02%
Diversified, LLC	4.17K	Sep 30, 24	+28	0.01%
BlackRock Inc.	240.09K	Jun 30, 24	+117.50K	0.30%
BUCKINGHAM STRATEGIC WEALTH, LLC	51.75K	Jun 30, 24	+16.46K	0.06%
Private Ocean, LLC	19.91K	Jun 30, 24	--	0.02%
Vantage Financial Partners Ltd., Inc.	4.30K	Jun 30, 24	--	0.01%
Charles Schwab Investment Advisory, Inc.	9.58M	Mar 31, 24	+498.70K	11.88%
Cetera Advisor Networks LLC	37.85K	Mar 31, 24	-68.08K	0.05%
Cetera Advisors LLC	11.79K	Mar 31, 24	+11.79K	0.01%
WEALTHSOURCE PARTNERS, LLC	178.85K	Dec 31, 23	-17.22K	0.22%
Traverso Chambers Private Wealth Management, LLC	21.08K	Dec 31, 23	--	0.03%
PRIVATE ASSET MANAGEMENT INC	16.50K	Sep 30, 23	-400	0.02%
Hall Private Wealth Advisors	8.40K	Sep 30, 23	+1.64K	0.01%
COLONY GROUP LLC	--	Sep 30, 23	-4.30K	--
TIAA, FSB	150.03K	Jun 30, 23	+80.06K	0.19%
AJ WEALTH STRATEGIES, LLC	73.34K	Jun 30, 23	+306	0.09%
BANK OF THE WEST	170.59K	Dec 31, 22	+124.81K	0.21%
Personal Capital Advisors Corp	21.30K	Dec 31, 22	+85	0.03%
CAPRIN ASSET MANAGEMENT LLC /ADV	4.94K	Dec 31, 22	--	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	3.60K	Dec 31, 22	+25	0.00%
MUFG Americas Holdings Corp	193.69K	Sep 30, 22	+9.99K	0.24%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	95.13K	Sep 30, 22	-6.01K	0.12%
Covington Capital Management	33.11K	Sep 30, 22	+960	0.04%
Portfolio Solutions, LLC	23.53K	Sep 30, 22	+756	0.03%
American Portfolios Advisors	2.26K	Sep 30, 22	+1.03K	0.00%
Titus Wealth Management	6.48K	Jun 30, 22	+15	0.01%
B. Riley Wealth Management, Inc.	--	Jun 30, 22	-4.84K	--
Winfield Associates, Inc.	18.20K	Mar 31, 22	--	0.02%
ELM ADVISORS, LLC	16.77K	Mar 31, 22	--	0.02%
Emery Howard Portfolio Management, Inc.	8.88K	Dec 31, 21	+46	0.01%
REILLY FINANCIAL ADVISORS, LLC	7.70K	Dec 31, 21	+172	0.01%
NEXT Financial Group, Inc	1.68K	Dec 31, 21	+60	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	5.51K	Sep 30, 21	+15	0.01%
AdvicePeriod, LLC	139.51K	Jun 30, 21	+28.51K	0.17%
Epstein & White Financial LLC	137.78K	Jun 30, 21	-5.53K	0.17%
20/20 Capital Management, Inc.	3.66K	Jun 30, 21	--	0.00%
NewFocus Financial Group, LLC	277.39K	Dec 31, 20	-29.77K	0.34%
First Allied Advisory Services, Inc.	10.42K	Sep 30, 20	--	0.01%
Partnervest Advisory Services LLC	10.36K	Sep 30, 20	+96	0.01%
Cornerstone Advisors, Inc.	3.56K	Sep 30, 20	--	0.00%
QUANTUM CAPITAL MANAGEMENT	3.39K	Sep 30, 20	+100	0.00%
Maxim Capital Management LLC	10.60K	Jun 30, 20	+10.60K	0.01%
CAPITAL ONE, NATIONAL ASSOCIATION	14.44K	Dec 31, 19	+14.44K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	13.20K	Dec 31, 19	-637	0.02%
Advisor Group, Inc.	9.02K	Dec 31, 19	--	0.01%
OptiFour Integrated Wealth Management, LLC	3.40K	Dec 31, 19	--	0.00%
Capital One Investing, Inc.	9.50K	Sep 30, 19	+9.50K	0.01%
BOSTON ADVISORS LLC	7.75K	Sep 30, 19	--	0.01%
PERSONAL FINANCIAL CONSULTANTS INC /ADV	14.95K	Jun 30, 19	-4.14K	0.02%
Patriot Wealth Management, Inc.	6.90K	Dec 31, 18	--	0.01%
Opes Advisors Inc	3.44K	Dec 31, 18	+3.44K	0.00%
Watermark Asset Management, Inc.	483	Dec 31, 18	+392	0.00%
RAND WEALTH, LLC	6.94K	Sep 30, 18	--	0.01%
BB&T INVESTMENT SERVICES, INC.	1.69K	Dec 31, 17	+1.32K	0.00%
Virtu KCG Holdings LLC	13.77K	Jun 30, 17	-36.16K	0.02%
Commonwealth Equity Services, Inc	6.48K	Jun 30, 17	-8.57K	0.01%
BlackRock Investment Management, LLC	2.47K	Dec 31, 16	--	0.00%
MSI Financial Services Inc	241	Dec 31, 16	-1.58K	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-40	--
MANAGED ACCOUNT ADVISORS LLC	6.22K	Jun 30, 15	+1.39K	0.01%
Placemark Investments, Inc.	7.23K	Dec 31, 14	+837	0.01%
NEW ENGLAND SECURITIES CORP /MA/	175	Dec 31, 14	+86	0.00%
UBS AG	62.30K	Sep 30, 14	+3.95K	0.08%
Jane Street Holding, LLC	27.75K	Dec 31, 13	-22.42K	0.03%
KNIGHT CAPITAL GROUP LLC	38.87K	Jun 30, 13	+38.87K	0.05%
CITY NATIONAL ROCHDALE, LLC	3.96K	Dec 31, 12	+3.96K	0.00%
First Allied Securities, Inc.	1.50K	Jun 30, 12	+1.00K	0.00%
RBC Private Counsel (USA) Inc.	385	Sep 30, 09	--	0.00%

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Holder

Date

Change

% Held

Sixth Street Partners Management Company, L.P.

9.80M

Jun 30, 26

+9.80M

12.14%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

9.80M

Jun 30, 26

+1.30M

12.14%

Wealthfront Advisers LLC

7.28M

Jun 30, 26

+1.08M

9.02%

BANK OF AMERICA CORP /DE/

1.98M

Jun 30, 26

+138.67K

2.45%

MORGAN STANLEY

1.94M

Jun 30, 26

+63.70K

2.40%

Facet Wealth, Inc.

1.75M

Jun 30, 26

+169.34K

2.17%

FMR LLC

1.74M

Jun 30, 26

-64.82K

2.16%

EP Wealth Advisors, LLC

1.69M

Jun 30, 26

+510.50K

2.10%

SYON CAPITAL LLC

1.40M

Jun 30, 26

+43.57K

1.73%

LPL Financial LLC

1.31M

Jun 30, 26

+163.26K

1.63%

BAILARD, INC.

1.21M

Jun 30, 26

-21.19K

1.50%

ENVESTNET ASSET MANAGEMENT INC

1.12M

Jun 30, 26

+97.20K

1.39%

Mariner, LLC

931.42K

Jun 30, 26

+12.84K

1.15%

BlackRock, Inc.

865.88K

Jun 30, 26

-16.93K

1.07%

JPMORGAN CHASE & CO

690.68K

Jun 30, 26

+8.89K

0.86%

WELLS FARGO & COMPANY/MN

667.04K

Jun 30, 26

+9.57K

0.83%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

666.35K

Jun 30, 26

+2.73K

0.83%

MERCER GLOBAL ADVISORS INC /ADV

624.57K

Jun 30, 26

-32.61K

0.77%

ROYAL BANK OF CANADA

510.22K

Jun 30, 26

+38.58K

0.63%

UBS Group AG

503.44K

Jun 30, 26

-28.43K

0.62%

GUGGENHEIM CAPITAL LLC

477.67K

Jun 30, 26

+81.66K

0.59%

Colony Group, LLC

455.18K

Jun 30, 26

+50.82K

0.56%

ASSETMARK, INC

436.08K

Jun 30, 26

+44.35K

0.54%

Cerity Partners LLC

390.58K

Jun 30, 26

+59.51K

0.48%

West Wealth Group, LLC

384.83K

Jun 30, 26

+53.02K

0.48%

CAPTRUST FINANCIAL ADVISORS

378.08K

Jun 30, 26

+21.65K

0.47%

Cetera Investment Advisers

360.26K

Jun 30, 26

-8.25K

0.45%

SEI INVESTMENTS CO

327.19K

Jun 30, 26

+18.27K

0.41%

Manhattan West Asset Management, LLC

325.30K

Jun 30, 26

-72.48K

0.40%

FIRST FOUNDATION ADVISORS

318.94K

Jun 30, 26

-37.79K

0.40%

ALLIANCEBERNSTEIN L.P.

315.48K

Jun 30, 26

-50.86K

0.39%

Adviser Investments LLC

314.02K

Jun 30, 26

+1.47K

0.39%

Affinity Capital Advisors, LLC

293.21K

Jun 30, 26

-24

0.36%

Orin Green Financial, LLC

284.86K

Jun 30, 26

-2.30K

0.35%

Creative Planning

273.15K

Jun 30, 26

-4.26K

0.34%

Rinkey Investments

266.51K

Jun 30, 26

+7.55K

0.33%

Betterment LLC

253.50K

Jun 30, 26

+11.45K

0.31%

Slow Capital, Inc.

252.50K

Jun 30, 26

-25.79K

0.31%

MYECFO, LLC

241.61K

Jun 30, 26

-20.93K

0.30%

RiverFront Investment Group, LLC

241.43K

Jun 30, 26

-3.12K

0.30%

AMERIPRISE FINANCIAL INC

236.00K

Jun 30, 26

-7.49K

0.29%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

212.06K

Jun 30, 26

+5.94K

0.26%

Pure Financial Advisors, LLC

209.60K

Jun 30, 26

+13.97K

0.26%

Apella Capital, LLC

204.69K

Jun 30, 26

-7.82K

0.25%

ADVISOR GROUP HOLDINGS, INC.

203.75K

Jun 30, 26

+149.88K

0.25%

Navalign, LLC

202.04K

Jun 30, 26

+1.14K

0.25%

Brio Consultants, LLC

200.42K

Jun 30, 26

+3.29K

0.25%

Atlas Legacy Advisors, LLC

198.23K

Jun 30, 26

-34

0.25%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

195.34K

Jun 30, 26

+3.32K

0.24%

Steward Partners Investment Advisory, LLC

194.05K

Jun 30, 26

-164.74K

0.24%

Beacon Pointe Advisors, LLC

192.75K

Jun 30, 26

-218.91K

0.24%

JONES FINANCIAL COMPANIES LLLP

185.28K

Jun 30, 26

+22.52K

0.23%

AXXCESS WEALTH MANAGEMENT, LLC

174.62K

Jun 30, 26

+174.62K

0.22%

Global Retirement Partners, LLC

159.12K

Jun 30, 26

+159.12K

0.20%

BANK OF MONTREAL /CAN/

153.75K

Jun 30, 26

+3.06K

0.19%

RAYMOND JAMES FINANCIAL INC

145.02K

Jun 30, 26

+310

0.18%

Wedmont Private Capital

142.05K

Jun 30, 26

0.18%

Sanctuary Advisors, LLC

140.13K

Jun 30, 26

+10.75K

0.17%

Resources Investment Advisors, LLC.

134.98K

Jun 30, 26

+10.30K

0.17%

COMMONWEALTH EQUITY SERVICES, LLC

131.74K

Jun 30, 26

+5.73K

0.16%

Farther Finance Advisors, LLC

128.34K

Jun 30, 26

+311

0.16%

HighTower Advisors, LLC

126.78K

Jun 30, 26

+13.09K

0.16%

MML INVESTORS SERVICES, LLC

120.75K

Jun 30, 26

+30.37K

0.15%

Garde Capital, Inc.

116.79K

Jun 30, 26

-1.31K

0.14%

Freestone Capital Holdings, LLC

115.19K

Jun 30, 26

+28.32K

0.14%

RENAISSANCE TECHNOLOGIES LLC

111.07K

Jun 30, 26

+92.37K

0.14%

Stonehage Fleming Financial Services Holdings Ltd

102.10K

Jun 30, 26

0.13%

FIRST AMERICAN TRUST, FSB

100.68K

Jun 30, 26

-10.26K

0.12%

Gerber Kawasaki Wealth & Investment Management

99.94K

Jun 30, 26

+16.43K

0.12%

Ashton Thomas Private Wealth, LLC

98.95K

Jun 30, 26

+50.70K

0.12%

Fullerton Advisors, LLC

98.66K

Jun 30, 26

+3.63K

0.12%

THRYVE WEALTH MANAGEMENT LLC

97.94K

Jun 30, 26

0.12%

DEUTSCHE BANK AG\

96.38K

Jun 30, 26

0.12%

Valmark Advisers, Inc.

95.42K

Jun 30, 26

+14.76K

0.12%

Client First Capital LLC

92.58K

Jun 30, 26

0.11%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

92.42K

Jun 30, 26

-10.66K

0.11%

NDWM LLC

92.20K

Jun 30, 26

+1.62K

0.11%

Atomi Financial Group, Inc.

86.89K

Jun 30, 26

-12.97K

0.11%

Elmwood Wealth Management, Inc.

82.74K

Jun 30, 26

+4.82K

0.10%

Plancorp, LLC

80.44K

Jun 30, 26

+80.44K

0.10%

Umpqua Bank

80.43K

Jun 30, 26

-1.00K

0.10%

Ducere Wealth Management LLC

79.14K

Jun 30, 26

-11.13K

0.10%

FIFTH THIRD BANCORP

77.47K

Jun 30, 26

+7.46K

0.10%

Prime Capital Investment Advisors, LLC

75.84K

Jun 30, 26

+70

0.09%

MISSION WEALTH MANAGEMENT, LP

73.47K

Jun 30, 26

+4.00K

0.09%

CHOREO, LLC

73.21K

Jun 30, 26

-320

0.09%

Cresset Asset Management, LLC

72.20K

Jun 30, 26

+55.17K

0.09%

Sand Hill Global Advisors, LLC

71.16K

Jun 30, 26

+1.19K

0.09%

Westfuller Advisors, LLC

69.57K

Jun 30, 26

+508

0.09%

STIFEL FINANCIAL CORP

67.78K

Jun 30, 26

+5.96K

0.08%

Summit Trail Advisors, LLC

66.26K

Jun 30, 26

+545

0.08%

Integrated Wealth Concepts LLC

64.22K

Jun 30, 26

+23.46K

0.08%

EHRLICH FINANCIAL GROUP

63.54K

Jun 30, 26

-4.99K

0.08%

One Capital Management, LLC

62.54K

Jun 30, 26

0.08%

Heritage Wealth Management, Inc. /CA/

62.38K

Jun 30, 26

+9.01K

0.08%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

60.46K

Jun 30, 26

-6.07K

0.07%

Omega Financial Group, LLC

59.61K

Jun 30, 26

-2.70K

0.07%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

58.05K

Jun 30, 26

+3.51K

0.07%

Warren Street Wealth Advisors, LLC

56.68K

Jun 30, 26

+1.82K

0.07%

Quantinno Capital Management LP

55.09K

Jun 30, 26

+92

0.07%

GOLDMAN SACHS GROUP INC

54.57K

Jun 30, 26

+40.79K

0.07%

Ballast Rock Private Wealth LLC

54.22K

Jun 30, 26

-30.35K

0.07%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

54.18K

Jun 30, 26

-16.67K

0.07%

Savvy Advisors, Inc.

53.46K

Jun 30, 26

+14.60K

0.07%

21 West Wealth Management LLC

52.88K

Jun 30, 26

+2.96K

0.07%

MAI Capital Management

51.51K

Jun 30, 26

-418

0.06%

FLOW TRADERS U.S. LLC

51.50K

Jun 30, 26

+51.50K

0.06%

Seek First Inc.

50.27K

Jun 30, 26

+50.27K

0.06%

WHITTIER TRUST CO

49.89K

Jun 30, 26

-4.54K

0.06%

Traveka Wealth, LLC

49.41K

Jun 30, 26

-278

0.06%

WealthCollab, LLC

48.59K

Jun 30, 26

+2.21K

0.06%

Empower Advisory Group, LLC

47.70K

Jun 30, 26

+9.16K

0.06%

Westside Investment Management, Inc.

45.01K

Jun 30, 26

+2.10K

0.06%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

44.18K

Jun 30, 26

+8.97K

0.05%

GOULD ASSET MANAGEMENT LLC /CA/

44.08K

Jun 30, 26

+1.30K

0.05%

DeDora Capital, Inc.

43.53K

Jun 30, 26

-5.51K

0.05%

Vise Technologies, Inc.

43.41K

Jun 30, 26

+9.40K

0.05%

BNP PARIBAS ARBITRAGE, SNC

43.00K

Jun 30, 26

+42.96K

0.05%

Merit Financial Group, LLC

41.78K

Jun 30, 26

0.05%

EVOLVE PRIVATE WEALTH, LLC

41.71K

Jun 30, 26

+2.61K

0.05%

Steel Peak Wealth Management LLC

40.67K

Jun 30, 26

-4.47K

0.05%

Perennial Investment Advisors, LLC

39.92K

Jun 30, 26

+10.66K

0.05%

Private Advisor Group, LLC

39.45K

Jun 30, 26

+39.45K

0.05%

BANK OF STOCKTON

37.49K

Jun 30, 26

-2.04K

0.05%

Rockefeller Capital Management L.P.

36.36K

Jun 30, 26

+3.29K

0.05%

CONQUIS FINANCIAL LLC

36.05K

Jun 30, 26

-241

0.04%

Bell Investment Advisors, Inc

35.95K

Jun 30, 26

+2.19K

0.04%

WEDBUSH SECURITIES INC

35.01K

Jun 30, 26

+1.71K

0.04%

Engineers Gate Manager LP

33.99K

Jun 30, 26

+33.99K

0.04%

EVERGREEN CAPITAL MANAGEMENT LLC

33.82K

Jun 30, 26

0.04%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

32.87K

Jun 30, 26

0.04%

CITADEL ADVISORS LLC

32.00K

Jun 30, 26

-8.76K

0.04%

TIAA TRUST, NATIONAL ASSOCIATION

31.94K

Jun 30, 26

+4.43K

0.04%

SimpliFi, Inc.

31.91K

Jun 30, 26

-928

0.04%

Clark Asset Management, LLC

31.23K

Jun 30, 26

+3.61K

0.04%

CI Private Wealth, LLC

31.20K

Jun 30, 26

+3.61K

0.04%

FIDUCIARY FINANCIAL GROUP, LLC

30.38K

Jun 30, 26

+4.66K

0.04%

PRICE T ROWE ASSOCIATES INC /MD/

30.00K

Jun 30, 26

0.04%

Hennion & Walsh Asset Management, Inc.

28.54K

Jun 30, 26

+1.82K

0.04%

Curtis Advisory Group, LLC

28.35K

Jun 30, 26

+867

0.04%

Maloon Powers Pitre Higgins & Dennehy, LLC

27.50K

Jun 30, 26

+27.50K

0.03%

Destination Wealth Management

27.22K

Jun 30, 26

-18.26K

0.03%

Towerpoint Wealth, LLC

27.22K

Jun 30, 26

+218

0.03%

APS Management Group, Inc.

26.39K

Jun 30, 26

+5.17K

0.03%

DAVIDSON INVESTMENT ADVISORS

25.69K

Jun 30, 26

+2.52K

0.03%

Creative Capital Management Investments LLC

25.55K

Jun 30, 26

0.03%

Spinnaker Investment Group, LLC

25.28K

Jun 30, 26

+8.13K

0.03%

NATIXIS ADVISORS, L.P.

23.75K

Jun 30, 26

+11.61K

0.03%

Smartleaf Asset Management LLC

23.53K

Jun 30, 26

0.03%

Wealthspire Advisors, LLC

23.28K

Jun 30, 26

0.03%

Parallel Advisors, LLC

22.72K

Jun 30, 26

-2.96K

0.03%

Keystone Global Partners, LLC

22.53K

Jun 30, 26

-571

0.03%

WealthPlan Investment Management, LLC

22.36K

Jun 30, 26

-687

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

22.18K

Jun 30, 26

-775

0.03%

IFC Advisors LLC

22.09K

Jun 30, 26

+4.22K

0.03%

Impact Investors, Inc

22.06K

Jun 30, 26

+2.00K

0.03%

McNaughton Wealth Management, LLC

21.43K

Jun 30, 26

-1.89K

0.03%

Allworth Financial LP

21.41K

Jun 30, 26

-252

0.03%

HCR Wealth Advisors

20.90K

Jun 30, 26

-1.16K

0.03%

Precision Wealth Strategies, LLC

20.90K

Jun 30, 26

+20.90K

0.03%

HSBC HOLDINGS PLC

20.88K

Jun 30, 26

-351

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

20.79K

Jun 30, 26

+3.10K

0.03%

Wealthcare Advisory Partners LLC

20.71K

Jun 30, 26

+1.29K

0.03%

Johnson Bixby & Associates, LLC

20.58K

Jun 30, 26

0.03%

Portfolio Design Labs, LLC

20.51K

Jun 30, 26

+6.54K

0.03%

Buckingham Strategic Partners

20.41K

Jun 30, 26

-4.78K

0.03%

IEQ CAPITAL, LLC

19.89K

Jun 30, 26

-13.66K

0.02%

Cambridge Investment Research Advisors, Inc.

19.71K

Jun 30, 26

+7.86K

0.02%

Tillman Hartley LLC

19.13K

Jun 30, 26

0.02%

Vilga Financial Planning LLC

18.63K

Jun 30, 26

0.02%

Kestra Advisory Services, LLC

18.49K

Jun 30, 26

-1.50K

0.02%

Diversified Portfolios, Inc.

18.20K

Jun 30, 26

+4.06K

0.02%

NewEdge Advisors, LLC

18.09K

Jun 30, 26

-14.29K

0.02%

Golden State Wealth Management, LLC

17.91K

Jun 30, 26

+16.15K

0.02%

ROOF EIDAM & MAYCOCK/ADV

17.87K

Jun 30, 26

0.02%

Values Added Financial LLC

17.63K

Jun 30, 26

+2.84K

0.02%

True Link Financial Advisors, LLC

17.15K

Jun 30, 26

+5.54K

0.02%

FF Advisors,LLC

17.12K

Jun 30, 26

+17.12K

0.02%

LM Advisors LLC

16.87K

Jun 30, 26

+16.87K

0.02%

LAIRD NORTON TRUST COMPANY, LLC

16.77K

Jun 30, 26

0.02%

INSTRUMENTAL WEALTH, LLC

16.28K

Jun 30, 26

+2.66K

0.02%

LifeWealth Investments, LLC

15.81K

Jun 30, 26

0.02%

Argyle Capital Partners, LLC

15.80K

Jun 30, 26

-87

0.02%

Greykasell Wealth Strategies, Inc.

15.23K

Jun 30, 26

0.02%

SAGESPRING WEALTH PARTNERS, LLC

15.22K

Jun 30, 26

+521

0.02%

FRANKLIN RESOURCES INC

14.98K

Jun 30, 26

0.02%

NWF Advisory Services Inc.

14.78K

Jun 30, 26

-1.18K

0.02%

Shira Ridge Wealth Management

14.75K

Jun 30, 26

+301

0.02%

ATLAS CAPITAL ADVISORS LLC

14.73K

Jun 30, 26

+1.04K

0.02%

TCG Advisory Services, LLC

14.68K

Jun 30, 26

+3.17K

0.02%

Catalytic Wealth RIA, LLC

14.65K

Jun 30, 26

+2.57K

0.02%

FLC Capital Advisors

14.55K

Jun 30, 26

+4.25K

0.02%

Two West Capital Advisors LLC

14.21K

Jun 30, 26

0.02%

WRAPMANAGER INC

14.13K

Jun 30, 26

+14.13K

0.02%

Farmers & Merchants Trust Co of Long Beach

13.97K

Jun 30, 26

+4.31K

0.02%

Savant Capital, LLC

13.95K

Jun 30, 26

+5.02K

0.02%

Boltwood Capital Management

13.51K

Jun 30, 26

+1.09K

0.02%

SmartHarvest Portfolios, LLC

13.12K

Jun 30, 26

+2.26K

0.02%

WESPAC Advisors SoCal, LLC

13.09K

Jun 30, 26

-15.88K

0.02%

Integrated Advisors Network LLC

12.93K

Jun 30, 26

-61.53K

0.02%

SRS Capital Advisors, Inc.

12.67K

Jun 30, 26

+4.91K

0.02%

Climber Capital SA

12.66K

Jun 30, 26

0.02%

Aspen Investment Management Inc

12.41K

Jun 30, 26

0.02%

FORONJY FINANCIAL LLC

12.40K

Jun 30, 26

-15.88K

0.02%

Lido Advisors, LLC

12.22K

Jun 30, 26

0.02%

Crestwood Advisors Group LLC

12.15K

Jun 30, 26

+2.07K

0.02%

MATTERN CAPITAL MANAGEMENT, LLC

12.14K

Jun 30, 26

+91

0.02%

BROWN ADVISORY INC

12.11K

Jun 30, 26

+29

0.02%

Modern Wealth Management, LLC

12.00K

Jun 30, 26

+31

0.01%

BRASADA CAPITAL MANAGEMENT, LP

11.96K

Jun 30, 26

-89

0.01%

OPPENHEIMER & CO INC

11.85K

Jun 30, 26

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

11.81K

Jun 30, 26

0.01%

Dynamic Advisor Solutions LLC

11.72K

Jun 30, 26

+468

0.01%

CV Advisors LLC

11.30K

Jun 30, 26

0.01%

Fisher Asset Management, LLC

11.09K

Jun 30, 26

+5.03K

0.01%

US BANCORP \DE\

11.03K

Jun 30, 26

+8.63K

0.01%

Brookstone Capital Management

10.68K

Jun 30, 26

+10.68K

0.01%

Life Planning Partners, Inc

10.64K

Jun 30, 26

+2.31K

0.01%

Miracle Mile Advisors, LLC

10.60K

Jun 30, 26

+1.73K

0.01%

Trace Wealth Advisors, LLC

10.45K

Jun 30, 26

0.01%

Williams & Novak, LLC

10.35K

Jun 30, 26

-4.47K

0.01%

RVW Wealth, LLC

10.24K

Jun 30, 26

-1.66K

0.01%

Investment Advisory Group, LLC

10.18K

Jun 30, 26

-1.23K

0.01%

January Capital Advisors LLC

10.03K

Jun 30, 26

-21

0.01%

Neumann Capital Management, LLC

9.90K

Jun 30, 26

0.01%

Nautilus Advisors LLC

9.85K

Jun 30, 26

+2.00K

0.01%

PACIFIC CAPITAL WEALTH ADVISORS, INC

9.83K

Jun 30, 26

0.01%

ALTFEST L J & CO INC

9.41K

Jun 30, 26

+2.03K

0.01%

Elequin Securities, LLC

9.08K

Jun 30, 26

+9.08K

0.01%

Baird Financial Group, Inc.

8.93K

Jun 30, 26

+1.13K

0.01%

BRIGHTON JONES LLC

8.82K

Jun 30, 26

0.01%

VAQUERO PRIVATE WEALTH, LTD

8.67K

Jun 30, 26

+8.67K

0.01%

Chris Bulman Inc

8.59K

Jun 30, 26

+8.59K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

8.53K

Jun 30, 26

-2.77K

0.01%

MEMBERS WEALTH LLC

8.32K

Jun 30, 26

+3.13K

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

8.29K

Jun 30, 26

-92

0.01%

OLD MISSION CAPITAL LLC

8.25K

Jun 30, 26

+8.25K

0.01%

Stordahl Capital Management, Inc.

8.22K

Jun 30, 26

+17

0.01%

SONATA CAPITAL GROUP INC

8.18K

Jun 30, 26

+1.75K

0.01%

Fort Point Capital Partners LLC

8.13K

Jun 30, 26

+2.39K

0.01%

TME FINANCIAL, INC.

8.11K

Jun 30, 26

-201

0.01%

BASSO CAPITAL MANAGEMENT, L.P.

8.04K

Jun 30, 26

+8.04K

0.01%

Avantax Planning Partners, Inc.

8.00K

Jun 30, 26

-2.25K

0.01%

M. Kulyk & Associates, LLC

7.92K

Jun 30, 26

0.01%

Meridian Wealth Management, LLC

7.82K

Jun 30, 26

0.01%

Invera Wealth Advisors, LLC

7.77K

Jun 30, 26

-136

0.01%

ECLECTIC ASSOCIATES INC /ADV

7.65K

Jun 30, 26

-112

0.01%

Sowell Financial Services LLC

7.64K

Jun 30, 26

+57

0.01%

WorthPointe, LLC

7.60K

Jun 30, 26

+7.60K

0.01%

GoalFusion Wealth Management, LLC

7.50K

Jun 30, 26

0.01%

ASL Financial, LLC

7.40K

Jun 30, 26

0.01%

Fundamentum, LLC

7.34K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

7.17K

Jun 30, 26

+714

0.01%

DeLarme Wealth Management, Inc.

6.94K

Jun 30, 26

+465

0.01%

Chesley Taft & Associates LLC

6.92K

Jun 30, 26

-450

0.01%

Summit Wealth Group, LLC

6.85K

Jun 30, 26

0.01%

RHS Financial, LLC

6.75K

Jun 30, 26

-130

0.01%

Zhang Financial LLC

6.58K

Jun 30, 26

0.01%

Emergent Wealth Advisors, LLC

6.50K

Jun 30, 26

0.01%

Robertson Stephens Wealth Management, LLC

6.45K

Jun 30, 26

+300

0.01%

Montecito Bank & Trust

6.45K

Jun 30, 26

0.01%

VERUS WEALTH MANAGEMENT, LLC

6.40K

Jun 30, 26

-150

0.01%

ESG Planning

6.38K

Jun 30, 26

+6.38K

0.01%

Whitegate Investment Counselors, Inc.

6.35K

Jun 30, 26

0.01%

Equitable Holdings, Inc.

6.34K

Jun 30, 26

+43

0.01%

Trilogy Capital Inc.

6.32K

Jun 30, 26

0.01%

Carnegie Capital Asset Management, LLC

6.26K

Jun 30, 26

-849

0.01%

Safeguard Investment Advisory Group, LLC

6.19K

Jun 30, 26

+830

0.01%

SageView Advisory Group, LLC

6.14K

Jun 30, 26

+544

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

6.11K

Jun 30, 26

+5.76K

0.01%

Qube Research & Technologies Ltd

6.11K

Jun 30, 26

+5.55K

0.01%

Ledyard National Bank

6.00K

Jun 30, 26

0.01%

Wise Wealth Partners

5.96K

Jun 30, 26

+41

0.01%

Van Hulzen Asset Management, LLC

5.93K

Jun 30, 26

+875

0.01%

TIAA Wealth Investment Management LLC

5.89K

Jun 30, 26

+4.30K

0.01%

HIGHLINE WEALTH PARTNERS LLC

5.89K

Jun 30, 26

-443

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

5.81K

Jun 30, 26

+1.70K

0.01%

IMPACTfolio, LLC

5.80K

Jun 30, 26

+140

0.01%

Falcon Wealth Planning

5.67K

Jun 30, 26

-431

0.01%

VestGen Advisors, LLC

5.57K

Jun 30, 26

0.01%

Hamilton Wealth, LLC

5.29K

Jun 30, 26

+810

0.01%

UNION SAVINGS BANK

5.28K

Jun 30, 26

0.01%

Apeiron RIA LLC

5.22K

Jun 30, 26

0.01%

Rose Capital Advisors LLC

5.20K

Jun 30, 26

+5.20K

0.01%

HB Wealth Management, LLC

5.05K

Jun 30, 26

+562

0.01%

Nuveen, LLC

5.04K

Jun 30, 26

+5.04K

0.01%

TLWM

4.93K

Jun 30, 26

+942

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

4.80K

Jun 30, 26

+605

0.01%

Clearstead Advisors, LLC

4.75K

Jun 30, 26

+4.75K

0.01%

NORTHERN TRUST CORP

4.73K

Jun 30, 26

+909

0.01%

NFP Retirement, Inc.

4.73K

Jun 30, 26

0.01%

a16z Perennial Management, L.P.

4.71K

Jun 30, 26

0.01%

VICUS CAPITAL

4.52K

Jun 30, 26

+4.52K

0.01%

SIMON QUICK ADVISORS, LLC

4.46K

Jun 30, 26

+4.46K

0.01%

CITIGROUP INC

4.40K

Jun 30, 26

0.01%

VIRTUE ASSET MANAGEMENT LLC

4.40K

Jun 30, 26

0.01%

Sun Group Wealth Partners

4.40K

Jun 30, 26

+4.40K

0.01%

Cartesian Growth Corp

4.36K

Jun 30, 26

+4.36K

0.01%

Elyxium Wealth, LLC

4.33K

Jun 30, 26

0.01%

Southland Equity Partners LLC

4.32K

Jun 30, 26

0.01%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

4.19K

Jun 30, 26

+4.19K

0.01%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

4.18K

Jun 30, 26

+4.18K

0.01%

PFG Advisors

4.13K

Jun 30, 26

+414

0.01%

Retirement Planning Group

4.12K

Jun 30, 26

+30

0.01%

Tidemark, LLC

4.08K

Jun 30, 26

0.01%

Morton Capital Management LLC/CA

3.96K

Jun 30, 26

+248

0.00%

FIDUCIARY FINANCIAL ADVISORS

3.94K

Jun 30, 26

0.00%

Perigon Wealth Management, LLC

3.94K

Jun 30, 26

+45

0.00%

D.A. DAVIDSON & CO.

3.87K

Jun 30, 26

+126

0.00%

Gerald Baker Financial Group LLC

3.82K

Jun 30, 26

+27

0.00%

Triumph Capital Management

3.76K

Jun 30, 26

0.00%

Sherman Asset Management, Inc.

3.74K

Jun 30, 26

0.00%

Shum Financial Group, Inc.

3.71K

Jun 30, 26

+3.71K

0.00%

ST GERMAIN D J CO INC

3.69K

Jun 30, 26

-350

0.00%

Financial Engines Advisors L.L.C.

3.63K

Jun 30, 26

+3.63K

0.00%

CULBERTSON A N & CO INC

3.55K

Jun 30, 26

+3.55K

0.00%

Summit Financial Strategies, Inc.

3.48K

Jun 30, 26

+3.48K

0.00%

CENTAURUS FINANCIAL, INC.

3.45K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

3.27K

Jun 30, 26

-261

0.00%

CARDIFF PARK ADVISORS, LLC

3.10K

Jun 30, 26

+23

0.00%

Itau Unibanco Holding S.A.

3.09K

Jun 30, 26

-3.42K

0.00%

Geneos Wealth Management Inc.

2.87K

Jun 30, 26

+185

0.00%

Essential Partners LLC

2.46K

Jun 30, 26

0.00%

Continuum Advisory, LLC

2.42K

Jun 30, 26

+2.42K

0.00%

Caldwell Trust Co

2.15K

Jun 30, 26

0.00%

Main Management LLC

1.87K

Jun 30, 26

-13

0.00%

Larson Financial Group LLC

1.67K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.61K

Jun 30, 26

-770

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.50K

Jun 30, 26

-93

0.00%

Ameritas Investment Partners, Inc.

1.47K

Jun 30, 26

-18

0.00%

RICHARDS, MERRILL & PETERSON, INC.

1.35K

Jun 30, 26

+125

0.00%

AlphaCore Capital LLC

1.32K

Jun 30, 26

-296

0.00%

AdvisorNet Financial, Inc

1.25K

Jun 30, 26

0.00%

CX Institutional

1.13K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

1.04K

Jun 30, 26

0.00%

GAMMA Investing LLC

957

Jun 30, 26

-10.15K

0.00%

Ares Financial Consulting, LLC

938

Jun 30, 26

-233

0.00%

ROTHSCHILD INVESTMENT LLC

750

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

704

Jun 30, 26

0.00%

Asset Planning,Inc

700

Jun 30, 26

0.00%

MATHER GROUP, LLC.

700

Jun 30, 26

+700

0.00%

Concord Investment Counsel Inc.

681

Jun 30, 26

+681

0.00%

Crewe Advisors LLC

580

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

518

Jun 30, 26

0.00%

BALLAST ADVISORS LLC

495

Jun 30, 26

+85

0.00%

EverSource Wealth Advisors, LLC

364

Jun 30, 26

0.00%

KERR FINANCIAL PLANNING Corp

361

Jun 30, 26

0.00%

Biltmore Family Office, LLC

247

Jun 30, 26

0.00%

Winthrop Capital Management, LLC

242

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Horizon Investments, LLC

Jun 30, 26

-44

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

AE Wealth Management LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

Peak Retirement Planning, Inc.

Jun 30, 26

-6.34K

Team Financial Group, LLC

Jun 30, 26

-33

Tortuga Wealth Management, Inc

Jun 30, 26

-4.00K

Golden State Equity Partners

Jun 30, 26

-7.10K

Western Wealth Management, LLC

Jun 30, 26

-148

Fortitude Financial, LLC

Jun 30, 26

-5.90K

Three Bridge Wealth Advisors, LLC

Jun 30, 26

-3.89K

Moss Adams Wealth Advisors LLC

Jun 30, 26

-4.88K

Allspring Global Investments Holdings, LLC

Jun 30, 26

-37.24K

Quadrant Private Wealth Management, LLC

Jun 30, 26

-7.03K

Root Financial Partners, LLC

Jun 30, 26

-1.31K

Tower Research Capital LLC (TRC)

Jun 30, 26

-1

Werba Rubin Papier Wealth Management

Jun 30, 26

-3.67K

JANE STREET GROUP, LLC

Jun 30, 26

-172.58K

HILL ISLAND FINANCIAL LLC

Jun 30, 26

-6.76K

Physician Wealth Advisors, Inc.

Jun 30, 26

-156

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-1.79K

Kera Capital Partners, Inc.

Jun 30, 26

-6.20K

Align Financial, LLC

Jun 30, 26

-110

Abacus Wealth Partners, LLC

Jun 30, 26

-4.50K

TRUIST FINANCIAL CORP

Jun 30, 26

-4.46K

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Jun 30, 26

-9.26K

Longview Financial Advisors LLC

Jun 30, 26

-45

Integrity Investment Advisors, LLC

Jun 30, 26

-12.26K

Weaver Consulting Group

Jun 30, 26

-4.25K

Opes Wealth Management LLC

467.98K

Mar 31, 26

+29.00K

0.58%

Financial Connections Group, Inc.

153.86K

Mar 31, 26

-3.50K

0.19%

CWM, LLC

112.94K

Mar 31, 26

-16.09K

0.14%

McIlrath & Eck, LLC

48.61K

Mar 31, 26

+4.84K

0.06%

JOURNEY STRATEGIC WEALTH LLC

44.23K

Mar 31, 26

+2.39K

0.05%

North Berkeley Wealth Management, LLC

6.97K

Mar 31, 26

0.01%

Skopos Labs, Inc.

5.06K

Mar 31, 26

+5.06K

0.01%

EXENCIAL WEALTH ADVISORS, LLC

4.83K

Mar 31, 26

+91

0.01%

Cherry Tree Wealth Management, LLC

4.66K

Mar 31, 26

0.01%

Northeast Financial Group, Inc.

Mar 31, 26

-8.81K

COMERICA BANK

70.45K

Dec 31, 25

+12.63K

0.09%

Running Point Capital Advisors, LLC

28.27K

Dec 31, 25

+61

0.04%

CAPITAL INSIGHT PARTNERS, LLC

11.59K

Dec 31, 25

-5.49K

0.01%

CIBC Private Wealth Group, LLC

9.05K

Dec 31, 25

0.01%

LongView Asset Management LLC

3.60K

Dec 31, 25

+3.60K

0.00%

Certus Wealth Management, LLC

127.23K

Sep 30, 25

-14.79K

0.16%

Strive Asset Management, LLC

100.56K

Sep 30, 25

0.12%

Bristlecone Advisors, LLC

15.70K

Sep 30, 25

-1.36K

0.02%

Financial Advocates Investment Management

Sep 30, 25

-7.08K

AVANTAX ADVISORY SERVICES, INC.

80.44K

Jun 30, 25

+20.38K

0.10%

Blue Oak Capital, LLC

51.10K

Jun 30, 25

-2.53K

0.06%

Waypoint Wealth Partners Inc.

8.00K

Jun 30, 25

0.01%

Atria Wealth Solutions, Inc.

3.95K

Jun 30, 25

-2.33K

0.00%

Parkworth Wealth Management, Inc.

Jun 30, 25

-25

0.00%

Orion Portfolio Solutions, LLC

18.22K

Mar 31, 25

-3.20K

0.02%

Vista Wealth Management Group, LLC

7.84K

Mar 31, 25

-4.43K

0.01%

Peninsula Wealth, LLC

35.16K

Dec 31, 24

+926

0.04%

Merriman Wealth Management, LLC

20.38K

Dec 31, 24

+98

0.03%

Maxwell Wealth Strategies Inc.

6.68K

Dec 31, 24

+44

0.01%

Eagle Ridge Investment Management

6.61K

Dec 31, 24

-245

0.01%

Raymond James Financial Services Advisors, Inc.

163.72K

Sep 30, 24

-4.87K

0.20%

Kowal Investment Group, LLC

46.82K

Sep 30, 24

+2.05K

0.06%

RAYMOND JAMES & ASSOCIATES

14.24K

Sep 30, 24

-209

0.02%

Diversified, LLC

4.17K

Sep 30, 24

+28

0.01%

BlackRock Inc.

240.09K

Jun 30, 24

+117.50K

0.30%

BUCKINGHAM STRATEGIC WEALTH, LLC

51.75K

Jun 30, 24

+16.46K

0.06%

Private Ocean, LLC

19.91K

Jun 30, 24

0.02%

Vantage Financial Partners Ltd., Inc.

4.30K

Jun 30, 24

0.01%

Charles Schwab Investment Advisory, Inc.

9.58M

Mar 31, 24

+498.70K

11.88%

Cetera Advisor Networks LLC

37.85K

Mar 31, 24

-68.08K

0.05%

Cetera Advisors LLC

11.79K

Mar 31, 24

+11.79K

0.01%

WEALTHSOURCE PARTNERS, LLC

178.85K

Dec 31, 23

-17.22K

0.22%

Traverso Chambers Private Wealth Management, LLC

21.08K

Dec 31, 23

0.03%

PRIVATE ASSET MANAGEMENT INC

16.50K

Sep 30, 23

-400

0.02%

Hall Private Wealth Advisors

8.40K

Sep 30, 23

+1.64K

0.01%

COLONY GROUP LLC

Sep 30, 23

-4.30K

TIAA, FSB

150.03K

Jun 30, 23

+80.06K

0.19%

AJ WEALTH STRATEGIES, LLC

73.34K

Jun 30, 23

+306

0.09%

BANK OF THE WEST

170.59K

Dec 31, 22

+124.81K

0.21%

Personal Capital Advisors Corp

21.30K

Dec 31, 22

+85

0.03%

CAPRIN ASSET MANAGEMENT LLC /ADV

4.94K

Dec 31, 22

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

3.60K

Dec 31, 22

+25

0.00%

MUFG Americas Holdings Corp

193.69K

Sep 30, 22

+9.99K

0.24%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

95.13K

Sep 30, 22

-6.01K

0.12%

Covington Capital Management

33.11K

Sep 30, 22

+960

0.04%

Portfolio Solutions, LLC

23.53K

Sep 30, 22

+756

0.03%

American Portfolios Advisors

2.26K

Sep 30, 22

+1.03K

0.00%

Titus Wealth Management

6.48K

Jun 30, 22

+15

0.01%

B. Riley Wealth Management, Inc.

Jun 30, 22

-4.84K

Winfield Associates, Inc.

18.20K

Mar 31, 22

0.02%

ELM ADVISORS, LLC

16.77K

Mar 31, 22

0.02%

Emery Howard Portfolio Management, Inc.

8.88K

Dec 31, 21

+46

0.01%

REILLY FINANCIAL ADVISORS, LLC

7.70K

Dec 31, 21

+172

0.01%

NEXT Financial Group, Inc

1.68K

Dec 31, 21

+60

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

5.51K

Sep 30, 21

+15

0.01%

AdvicePeriod, LLC

139.51K

Jun 30, 21

+28.51K

0.17%

Epstein & White Financial LLC

137.78K

Jun 30, 21

-5.53K

0.17%

20/20 Capital Management, Inc.

3.66K

Jun 30, 21

0.00%

NewFocus Financial Group, LLC

277.39K

Dec 31, 20

-29.77K

0.34%

First Allied Advisory Services, Inc.

10.42K

Sep 30, 20

0.01%

Partnervest Advisory Services LLC

10.36K

Sep 30, 20

+96

0.01%

Cornerstone Advisors, Inc.

3.56K

Sep 30, 20

0.00%

QUANTUM CAPITAL MANAGEMENT

3.39K

Sep 30, 20

+100

0.00%

Maxim Capital Management LLC

10.60K

Jun 30, 20

+10.60K

0.01%

CAPITAL ONE, NATIONAL ASSOCIATION

14.44K

Dec 31, 19

+14.44K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

13.20K

Dec 31, 19

-637

0.02%

Advisor Group, Inc.

9.02K

Dec 31, 19

0.01%

OptiFour Integrated Wealth Management, LLC

3.40K

Dec 31, 19

0.00%

Capital One Investing, Inc.

9.50K

Sep 30, 19

+9.50K

0.01%

BOSTON ADVISORS LLC

7.75K

Sep 30, 19

0.01%

PERSONAL FINANCIAL CONSULTANTS INC /ADV

14.95K

Jun 30, 19

-4.14K

0.02%

Patriot Wealth Management, Inc.

6.90K

Dec 31, 18

0.01%

Opes Advisors Inc

3.44K

Dec 31, 18

+3.44K

0.00%

Watermark Asset Management, Inc.

483

Dec 31, 18

+392

0.00%

RAND WEALTH, LLC

6.94K

Sep 30, 18

0.01%

BB&T INVESTMENT SERVICES, INC.

1.69K

Dec 31, 17

+1.32K

0.00%

Virtu KCG Holdings LLC

13.77K

Jun 30, 17

-36.16K

0.02%

Commonwealth Equity Services, Inc

6.48K

Jun 30, 17

-8.57K

0.01%

BlackRock Investment Management, LLC

2.47K

Dec 31, 16

0.00%

MSI Financial Services Inc

241

Dec 31, 16

-1.58K

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-40

MANAGED ACCOUNT ADVISORS LLC

6.22K

Jun 30, 15

+1.39K

0.01%

Placemark Investments, Inc.

7.23K

Dec 31, 14

+837

0.01%

NEW ENGLAND SECURITIES CORP /MA/

175

Dec 31, 14

+86

0.00%

UBS AG

62.30K

Sep 30, 14

+3.95K

0.08%

Jane Street Holding, LLC

27.75K

Dec 31, 13

-22.42K

0.03%

KNIGHT CAPITAL GROUP LLC

38.87K

Jun 30, 13

+38.87K

0.05%

CITY NATIONAL ROCHDALE, LLC

3.96K

Dec 31, 12

+3.96K

0.00%

First Allied Securities, Inc.

1.50K

Jun 30, 12

+1.00K

0.00%

RBC Private Counsel (USA) Inc.

385

Sep 30, 09

0.00%