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Schneider National Inc (SNDR)

CUSIP: 80689H102 | NYSE | Industrials · Trucking | Mid Cap | 932 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AKoller Therese A.
with Donald J. Schneider 2000 Trust f/b/o Therese A. Koller, Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller
21,645,32019.9%New 5%+ stakeJan 16, 2026No 13F filer matched
13D/ADePrey Mary P.
with Donald J. Schneider Children's Trust #2 f/b/o Mary P. DePrey, Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey
19,039,00017.5%New 5%+ stakeJan 16, 2026No 13F filer matched
13D/ASchneider Paul J.
with Donald J. Schneider Childrens Trust #2 f/b/o Paul J. Schneider, Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider
18,317,68616.8%New 5%+ stakeJan 16, 2026No 13F filer matched
13D/AZimmermann Kathleen M.
with Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann, Donald J. Schneider Childrens Trust #2 f/b/o Kathleen M. Zimmermann
19,663,75418.1%New 5%+ stakeJan 15, 2026No 13F filer matched
13D/AKoller Therese A.21,645,320
19.9% of class · Jan 16, 2026New 5%+ stake
with Donald J. Schneider 2000 Trust f/b/o Therese A. Koller, Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller
No 13F filer matched
13D/ADePrey Mary P.19,039,000
17.5% of class · Jan 16, 2026New 5%+ stake
with Donald J. Schneider Children's Trust #2 f/b/o Mary P. DePrey, Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey
No 13F filer matched
13D/ASchneider Paul J.18,317,686
16.8% of class · Jan 16, 2026New 5%+ stake
with Donald J. Schneider Childrens Trust #2 f/b/o Paul J. Schneider, Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider
No 13F filer matched
13D/AZimmermann Kathleen M.19,663,754
18.1% of class · Jan 15, 2026New 5%+ stake
with Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann, Donald J. Schneider Childrens Trust #2 f/b/o Kathleen M. Zimmermann
No 13F filer matched

Institutional Holders — Q3 2026

Blueprint Investment Partners LLC6,075,390
15.6% of portfolio›$193.5M
Blueprint Financial Advisors LLC6,075,390
20.7% of portfolio›$193.5M
Dimensional Fund Advisors LP5,205,870
0.0% of portfolio›$165.8M
Deprince Race & Zollo Inc1,887,809
1.1% of portfolio›$60.1M
Schmidt P J Investment Management Inc814,040
4.0% of portfolio›$25.9M
Principal Financial Group Inc236,435
0.0% of portfolio›$7.5M
Creative Planning202,325
0.0% of portfolio›$6.4M
Oppenheimer Asset Management Inc.121,570
0.0% of portfolio›$3.9M
Associated Banc-Corp107,094
0.1% of portfolio›$3.4M
Citigroup Inc73,934
0.0% of portfolio›$2.4M
Crystal Rock Capital Management56,050
0.9% of portfolio›$1.8M
Truist Financial Corp33,169
0.0% of portfolio›$1.1M
Inscription Capital, LLC28,442
0.1% of portfolio›$905.9K
Unison Advisors LLC28,350
0.1% of portfolio›$905.8K
Y-Intercept (Hong Kong) Ltd27,115
0.0% of portfolio›$863.6K
Atria Investments, Inc27,018
0.0% of portfolio›$860.5K
Illinois Municipal Retirement Fund26,357
0.0% of portfolio›$839.5K
SummerHaven Investment Management, LLC25,124
0.4% of portfolio›$800.2K
Highland Capital Management, LLC23,748
0.0% of portfolio›$756.4K
State of Wyoming23,733
0.1% of portfolio›$755.9K
Aaron Wealth Advisors LLC23,503
0.0% of portfolio›$748.6K
Wealth Enhancement Advisory Services, LLC23,157
0.0% of portfolio›$734.8K
Guidance Capital, Inc22,918
0.1% of portfolio›$677.5K
Oak Thistle LLC22,132
0.1% of portfolio›$704.9K
Louisiana State Employees Retirement System21,200
0.0% of portfolio›$675.2K
Ethic Inc.18,750
0.0% of portfolio›$597.2K
Park Avenue Securities LLC17,525
0.0% of portfolio›$558
Chicago Partners Investment Group LLC16,835
0.0% of portfolio›$510.9K
Oppenheimer & Co Inc16,500
0.0% of portfolio›$525.5K
MacKenzie Financial Corp16,017
0.0% of portfolio›$510.1K
New York State Teachers Retirement System15,022
0.0% of portfolio›$478
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management14,883
0.0% of portfolio›$474.0K
Amalgamated Bank14,665
0.0% of portfolio›$467
Certuity, LLC14,488
0.0% of portfolio›$461.4K
Fulcrum Asset Management LLP14,302
0.0% of portfolio›$457.4K
Arizona State Retirement System14,269
0.0% of portfolio›$454.5K
HUB Investment Partners, LLC13,888
0.0% of portfolio›$442.3K
Yousif Capital Management, LLC12,768
0.0% of portfolio›$406.7K
State of Alaska, Department of Revenue12,059
0.0% of portfolio›$383
Crestwood Advisors Group, LLC11,951
0.0% of portfolio›$380.6K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,740
0.0% of portfolio›$373.9K
Oregon Public Employees Retirement Fund11,184
0.0% of portfolio›$356.2K
Parallel Advisors, LLC11,115
0.0% of portfolio›$354.0K
Symmetry Partners, LLC10,203
0.0% of portfolio›$325.0K
Kingdom Financial Group Llc.10,075
0.1% of portfolio›$320.9K
Yorktown Management & Research Co Inc9,800
0.2% of portfolio›$312.1K
Concurrent Investment Advisors, LLC9,777
0.0% of portfolio›$311.4K
Able Wealth Management LLC9,635
0.1% of portfolio›$311.4K
Exchange Traded Concepts, LLC8,350
0.0% of portfolio›$265.9K
Park Capital Management, LLC / WI8,315
0.1% of portfolio›$264.8K
Signaturefd, LLC8,273
0.0% of portfolio›$263.5K
VestGen Advisors, LLC8,105
0.0% of portfolio›$258.1K
Fairvoy Private Wealth, LLC7,921
0.1% of portfolio›$252.3K
Interchange Capital Partners, LLC7,719
0.0% of portfolio›$245.8K
Pictet Asset Management Holding SA7,428
0.0% of portfolio›$236.6K
Lido Advisors, LLC7,069
0.0% of portfolio›$225.2K
Provenance Wealth Advisors, LLC6,667
0.0% of portfolio›$212.3K
Anchyra Partners LLC6,306
0.0% of portfolio›$200.8K
Bayforest Capital Ltd5,890
0.3% of portfolio›$187.6K
Nisa Investment Advisors, LLC5,392
0.0% of portfolio›$172.3K
Farmers & Merchants Investments Inc4,792
0.0% of portfolio›$152.6K
USA Financial Formulas4,392
0.0% of portfolio›$139.9K
Strs Ohio4,126
0.0% of portfolio›$131.4K
Hilltop National Bank3,681
0.0% of portfolio›$117.2K
Versant Capital Management, Inc3,242
0.0% of portfolio›$103.3K
Gamma Investing LLC2,833
0.0% of portfolio›$90.2K
Pinnacle Wealth Planning Services, Inc.2,756
0.0% of portfolio›$87.8K
Farther Finance Advisors, LLC2,301
0.0% of portfolio›$73.3K
KBC Group NV2,290
0.0% of portfolio›$73
SJS Investment Consulting Inc.1,944
0.0% of portfolio›$61.9K
Polaris Financial Partners1,488
0.0% of portfolio›$48
Sterling Capital Management LLC1,470
0.0% of portfolio›$46.8K
Reyes Financial Architecture, Inc.1,441
0.0% of portfolio›$45.9K
Parkside Financial Bank & Trust1,298
0.0% of portfolio›$41.3K
TD Private Client Wealth LLC974
0.0% of portfolio›$31.0K
Westside Investment Management, Inc.938
0.0% of portfolio›$30.9K
Covestor Ltd892
0.0% of portfolio›$28
EverSource Wealth Advisors, LLC705
0.0% of portfolio›$22.5K
WPG Advisers, LLC636
0.0% of portfolio›$20.3K
MassMutual Private Wealth & Trust, FSB629
0.0% of portfolio›$20.0K
Root Financial Partners, LLC605
0.0% of portfolio›$19.3K
True Wealth Design, LLC605
0.0% of portfolio›$19.3K
Bokf, NA300
0.0% of portfolio›$9.6K
Elevation Wealth Partners, LLC281
0.0% of portfolio›$9.0K
Salomon & Ludwin, LLC278
0.0% of portfolio›$8.9K
Highline Wealth Partners LLC278
0.0% of portfolio›$8.9K
Mather Group, Llc.253
0.0% of portfolio›$8.1K
Private Wealth Management Group, LLC230
0.0% of portfolio›$7.3K
Trust Co of Vermont230
0.0% of portfolio›$7.3K
Costello Asset Management, Inc200
0.0% of portfolio›$6.4K
Silver Grove Financial Group, Inc.190
0.0% of portfolio›$6.1K
City State Bank180
0.0% of portfolio›$5.7K
UMB Private Wealth Management, LLC155
0.0% of portfolio›$4.9K
Blue Trust, Inc.145
0.0% of portfolio›$4.6K
IFP Advisors, Inc124
0.0% of portfolio›$3.9K
Torren Management, LLC124
0.0% of portfolio›$3.9K
Physician Wealth Advisors, Inc.116
0.0% of portfolio›$3.7K
Proathlete Wealth Management LLC109
0.0% of portfolio›$3.5K
Fortitude Family Office, LLC103
0.0% of portfolio›$3.3K
Elyxium Wealth, LLC98
0.0% of portfolio›$3.1K
JFS Wealth Advisors, LLC89
0.0% of portfolio›$2.8K
Essential Partners LLC77
0.0% of portfolio›$2.5K
Manchester Capital Management LLC64
0.0% of portfolio›$2.0K
Navigoe, LLC62
0.0% of portfolio›$1
MV Capital Management, Inc.56
0.0% of portfolio›$1.8K
SBI Securities Co., Ltd.55
0.0% of portfolio›$1.8K
Smallwood Wealth Investment Management, LLC51
0.0% of portfolio›$1.6K
Creative Capital Management Investments LLC47
0.0% of portfolio›$1.5K
Montag A & Associates Inc45
0.0% of portfolio›$1.4K
Ascentis Independent Advisors44
0.0% of portfolio›$1.4K
Financial Network Wealth Advisors LLC42
0.0% of portfolio›$1.3K
Signature Equity Partners, LLC40
0.0% of portfolio›$1.3K
Assetmark, Inc36
0.0% of portfolio›$1.1K
Wealth Enhancement Trust Services, Inc.30
0.0% of portfolio›$956
Caitong International Asset Management Co., Ltd23
0.0% of portfolio›$733
Bay Harbor Wealth Management, LLC19
0.0% of portfolio›$607
DiNuzzo Private Wealth, Inc.19
0.0% of portfolio›$606
Burk Holdings LLC17
0.0% of portfolio›$541
Valley National Advisers Inc15
0.0% of portfolio›$478
Plante Moran Financial Advisors, LLC15
0.0% of portfolio›$478
Davis Capital Management10
0.0% of portfolio›$319
Private Trust Co NA9
0.0% of portfolio›$287
Gilpin Wealth Management, LLC8
0.0% of portfolio›$255
Mowery & Schoenfeld Wealth Management, LLC5
0.0% of portfolio›$160
CoreCap Advisors, LLC4
0.0% of portfolio›$127
DecisionPoint Financial, LLC4
0.0% of portfolio›$130
Maryland Capital Advisors Inc.1
0.0% of portfolio›$32
StyleTurnoverLocationFiled
Blueprint Investment Partners LLC
6,075,390$193.5M15.6%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
6,075,390$193.5M20.7%GARPMediumGreensboto, NC2026-10-28
Dimensional Fund Advisors LP
5,205,870$165.8M0.0%IndexLowAustin, TX2026-11-04
Deprince Race & Zollo Inc
1,887,809$60.1M1.1%Deep ValueHighWinter Park, FL2026-10-13
Schmidt P J Investment Management Inc
814,040$25.9M4.0%GrowthVery LowCedarburg, WI2026-11-02
Principal Financial Group Inc
236,435$7.5M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
202,325$6.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer Asset Management Inc.
121,570$3.9M0.0%CoreMediumNew York, NY2026-10-27
Associated Banc-Corp
107,094$3.4M0.1%CoreLowGreen Bay, WI2026-10-30
Citigroup Inc
73,934$2.4M0.0%CoreMediumNew York, NY2026-11-04
Crystal Rock Capital Management
56,050$1.8M0.9%GrowthLowBannockburn, IL2026-10-28
Truist Financial Corp
33,169$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Inscription Capital, LLC
28,442$905.9K0.1%GARPMediumHouston, TX2026-11-02
Unison Advisors LLC
28,350$905.8K0.1%ETFVery LowProvidence, RI2026-10-29
Y-Intercept (Hong Kong) Ltd
27,115$863.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Atria Investments, Inc
27,018$860.5K0.0%CoreMediumCharlotte, NC2026-10-15
Illinois Municipal Retirement Fund
26,357$839.5K0.0%CoreMediumOak Brook, IL2026-11-05
SummerHaven Investment Management, LLC
25,124$800.2K0.4%Deep ValueHighStamford, CT2026-10-19
Highland Capital Management, LLC
23,748$756.4K0.0%GrowthMediumMemphis, TN2026-10-26
State of Wyoming
23,733$755.9K0.1%ValueHighCheyenne, WY2026-10-28
Aaron Wealth Advisors LLC
23,503$748.6K0.0%GrowthMediumChicago, IL2026-10-13
Wealth Enhancement Advisory Services, LLC
23,157$734.8K0.0%CoreLowPlymouth, MN2026-10-13
Guidance Capital, Inc
22,918$677.5K0.1%ETFMediumLousville, KY2026-11-03
Oak Thistle LLC
22,132$704.9K0.1%ValueVery HighNew York, NY2026-10-21
Louisiana State Employees Retirement System
21,200$675.2K0.0%IndexLowBaton Rouge, LA2026-10-20
Ethic Inc.
18,750$597.2K0.0%CoreLowNew York, NY2026-11-03
Park Avenue Securities LLC
17,525$5580.0%ETFMediumNew York, NY2026-10-26
Chicago Partners Investment Group LLC
16,835$510.9K0.0%GARPLowChicago, IL2026-10-27
Oppenheimer & Co Inc
16,500$525.5K0.0%CoreLowNew York, NY2026-10-26
MacKenzie Financial Corp
16,017$510.1K0.0%CoreMediumToronto Ontario, Australia2026-11-02
New York State Teachers Retirement System
15,022$4780.0%CoreVery LowAlbany, NY2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
14,883$474.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Amalgamated Bank
14,665$4670.0%CoreVery LowNew York, NY2026-10-23
Certuity, LLC
14,488$461.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Fulcrum Asset Management LLP
14,302$457.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Arizona State Retirement System
14,269$454.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
HUB Investment Partners, LLC
13,888$442.3K0.0%GrowthLowAustin, TX2026-11-03
Yousif Capital Management, LLC
12,768$406.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
State of Alaska, Department of Revenue
12,059$3830.0%CoreVery LowJuneau, AK2026-10-15
Crestwood Advisors Group, LLC
11,951$380.6K0.0%GrowthLowBoston, MA2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
11,740$373.9K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
11,184$356.2K0.0%IndexVery LowTigard, OR2026-10-30
Parallel Advisors, LLC
11,115$354.0K0.0%IndexLowSan Francisco, CA2026-11-03
Symmetry Partners, LLC
10,203$325.0K0.0%ETFLowGlastonbury, CT2026-10-27
Kingdom Financial Group Llc.
10,075$320.9K0.1%ETFMediumPeoria, AZ2026-11-04
Yorktown Management & Research Co Inc
9,800$312.1K0.2%MomentumMediumForest, VA2026-10-28
Concurrent Investment Advisors, LLC
9,777$311.4K0.0%GrowthMediumTampa, FL2026-10-16
Able Wealth Management LLC
9,635$311.4K0.1%ETFMediumToms River, NJ2026-10-13
Exchange Traded Concepts, LLC
8,350$265.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Park Capital Management, LLC / WI
8,315$264.8K0.1%GrowthHighMadison, WI2026-10-13
Signaturefd, LLC
8,273$263.5K0.0%IndexLowAtlanta, GA2026-10-23
VestGen Advisors, LLC
8,105$258.1K0.0%GrowthMediumChicago, IL2026-10-27
Fairvoy Private Wealth, LLC
7,921$252.3K0.1%GrowthMediumBirmingham, AL2026-10-19
Interchange Capital Partners, LLC
7,719$245.8K0.0%GrowthLowPittsburgh, PA2026-10-28
Pictet Asset Management Holding SA
7,428$236.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Lido Advisors, LLC
7,069$225.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Provenance Wealth Advisors, LLC
6,667$212.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Anchyra Partners LLC
6,306$200.8K0.0%CoreLowAtlanta, GA2026-10-13
Bayforest Capital Ltd
5,890$187.6K0.3%Deep ValueVery HighLondon, United Kingdom2026-11-03
Nisa Investment Advisors, LLC
5,392$172.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farmers & Merchants Investments Inc
4,792$152.6K0.0%CoreVery LowLincoln, NE2026-10-22
USA Financial Formulas
4,392$139.9K0.0%ETFVery HighAda, MI2026-10-16
Strs Ohio
4,126$131.4K0.0%CoreMediumColumbus, OH2026-10-30
Hilltop National Bank
3,681$117.2K0.0%CoreLowCasper, WY2026-10-14
Versant Capital Management, Inc
3,242$103.3K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
2,833$90.2K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
2,756$87.8K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
2,301$73.3K0.0%IndexLowSan Francisco, CA2026-10-08
KBC Group NV
2,290$730.0%CoreMediumBrussels, Czech Republic2026-10-22
SJS Investment Consulting Inc.
1,944$61.9K0.0%ETFVery LowSylvania, OH2026-10-26
Polaris Financial Partners
1,488$480.0%GrowthN/AWesterville, OH2026-10-02
Sterling Capital Management LLC
1,470$46.8K0.0%GARPMediumCharlotte, NC2026-10-22
Reyes Financial Architecture, Inc.
1,441$45.9K0.0%ETFVery HighSan Diego, CA2026-10-22
Parkside Financial Bank & Trust
1,298$41.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Private Client Wealth LLC
974$31.0K0.0%ETFLowNew York, NY2026-10-28
Westside Investment Management, Inc.
938$30.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Covestor Ltd
892$280.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
705$22.5K0.0%CoreMediumBirmingham, AL2026-11-04
WPG Advisers, LLC
636$20.3K0.0%CoreLowBaltimore, MD2026-10-27
MassMutual Private Wealth & Trust, FSB
629$20.0K0.0%CoreLowSpringfield, MA2026-10-05
Root Financial Partners, LLC
605$19.3K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
605$19.3K0.0%ETFMediumAkron, OH2026-10-13
Bokf, NA
300$9.6K0.0%CoreLowTulsa, OK2026-10-27
Elevation Wealth Partners, LLC
281$9.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Salomon & Ludwin, LLC
278$8.9K0.0%ETFVery LowRichmond, VA2026-10-29
Highline Wealth Partners LLC
278$8.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Mather Group, Llc.
253$8.1K0.0%ETFMediumChicago, IL2026-10-14
Private Wealth Management Group, LLC
230$7.3K0.0%ETFLowPrinceton, NJ2026-10-19
Trust Co of Vermont
230$7.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Costello Asset Management, Inc
200$6.4K0.0%CoreLowFeasterville, PA2026-10-30
Silver Grove Financial Group, Inc.
190$6.1K0.0%CoreMediumOrchard Park, NY2026-11-05
City State Bank
180$5.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
UMB Private Wealth Management, LLC
155$4.9K0.0%GrowthN/AKansas City, MO2026-10-19
Blue Trust, Inc.
145$4.6K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
124$3.9K0.0%GrowthLowTampa, FL2026-10-16
Torren Management, LLC
124$3.9K0.0%ETFMediumSan Diego, CA2026-10-29
Physician Wealth Advisors, Inc.
116$3.7K0.0%ETFMediumMidvale, UT2026-10-20
Proathlete Wealth Management LLC
109$3.5K0.0%ETFVery LowBoca Raton, FL2026-10-15
Fortitude Family Office, LLC
103$3.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Elyxium Wealth, LLC
98$3.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
JFS Wealth Advisors, LLC
89$2.8K0.0%ETFVery LowHermitage, PA2026-11-03
Essential Partners LLC
77$2.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Manchester Capital Management LLC
64$2.0K0.0%CoreLowManchester, VT2026-10-22
Navigoe, LLC
62$10.0%ETFVery LowRedondo Beach, CA2026-11-04
MV Capital Management, Inc.
56$1.8K0.0%ETFLowBethesda, MD2026-10-29
SBI Securities Co., Ltd.
55$1.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Smallwood Wealth Investment Management, LLC
51$1.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Creative Capital Management Investments LLC
47$1.5K0.0%ETFLowSan Diego, CA2026-10-28
Montag A & Associates Inc
45$1.4K0.0%CoreLowAtlanta, GA2026-10-29
Ascentis Independent Advisors
44$1.4K0.0%ETFLowDallas, TX2026-11-03
Financial Network Wealth Advisors LLC
42$1.3K0.0%ETFLowMurray, UT2026-10-28
Signature Equity Partners, LLC
40$1.3K0.0%GrowthMediumColumbus, OH2026-10-29
Assetmark, Inc
36$1.1K0.0%ETFLowConcord, CA2026-10-21
Wealth Enhancement Trust Services, Inc.
30$9560.0%GrowthMediumSioux Falls, SD2026-10-07
Caitong International Asset Management Co., Ltd
23$7330.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bay Harbor Wealth Management, LLC
19$6070.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
19$6060.0%ETFLowBeaver, PA2026-10-16
Burk Holdings LLC
17$5410.0%ETFVery LowTulsa, OK2026-11-05
Valley National Advisers Inc
15$4780.0%ETFLowBethlehem, PA2026-10-23
Plante Moran Financial Advisors, LLC
15$4780.0%ETFVery LowSouthfield, MI2026-11-04
Davis Capital Management
10$3190.0%CoreLowJacksonville, FL2026-10-08
Private Trust Co NA
9$2870.0%CoreLowCleveland, OH2026-10-20
Gilpin Wealth Management, LLC
8$2550.0%GrowthLowDenver, CO2026-10-09
Mowery & Schoenfeld Wealth Management, LLC
5$1600.0%GrowthMediumLincolnshire, IL2026-10-28
CoreCap Advisors, LLC
4$1270.0%ETFMediumSouthfield, MI2026-10-08
DecisionPoint Financial, LLC
4$1300.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$320.0%ETFVery LowChester, MD2026-10-15