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Schwab 1000 Index ETF (SCHK)

CUSIP: 808524722 | NYSE | 519 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Legacy Wealth Management, LLC5,724,705
11.1% of portfolio›$209.9M
Armstrong Advisory Group, Inc5,586,285
12.3% of portfolio›$204.8M
Creative Planning4,159,633
0.1% of portfolio›$152.5M
Pension & Wealth Management Advisors, Inc.1,397,559
11.6% of portfolio›$51.2M
Warwick Investment Management, Inc.566,518
2.4% of portfolio›$20.8M
Lighthouse Wealth Management Inc.382,338
8.5% of portfolio›$14.0M
Blake Schutter Theil Wealth Advisors, LLC190,089
4.8% of portfolio›$7.0M
Wealth Enhancement Advisory Services, LLC170,337
0.0% of portfolio›$6.3M
Visionary Wealth Advisors124,750
0.2% of portfolio›$4.6M
Donor Advised Charitable Giving, Inc.115,563
0.1% of portfolio›$4.2M
Signature Estate & Investment Advisors LLC94,900
0.1% of portfolio›$3.5M
Versant Capital Management, Inc94,101
0.3% of portfolio›$3.4M
Orser Capital Management, LLC83,652
1.7% of portfolio›$3.1M
Crusonia Wealth Advisors LLC77,769
0.4% of portfolio›$2.9M
Fiduciary Financial Group, LLC76,907
0.3% of portfolio›$2.8M
Wolfstich Capital, LLC75,483
1.0% of portfolio›$1.2M
Kohmann Bosshard Financial Services, LLC61,009
0.2% of portfolio›$2.2M
Wespac Advisors, LLC57,786
1.1% of portfolio›$2.1M
Opulen Financial Group LLC54,724
1.2% of portfolio›$2.0M
Blue Sky Capital Consultants Group, Inc.47,413
0.7% of portfolio›$1.7M
Sherrill & Hutchins Financial Advisory, Inc46,063
0.8% of portfolio›$1.7M
Farther Finance Advisors, LLC43,883
0.0% of portfolio›$1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management43,115
0.0% of portfolio›$1.6M
Gemmer Asset Management LLC41,389
0.1% of portfolio›$1.5M
Lido Advisors, LLC39,521
0.0% of portfolio›$1.4M
Everhart Financial Group, Inc.39,341
0.1% of portfolio›$1.4M
Richardson Capital Management LLC39,336
0.6% of portfolio›$1.4M
Curry Webb Wealth Management LLC37,863
0.6% of portfolio›$1.4M
Catalyst Investment Management LLC36,986
1.2% of portfolio›$1.4M
SigFig Wealth Management, LLC35,740
0.0% of portfolio›$1.3M
BIP Wealth, LLC33,387
0.0% of portfolio›$1.2M
Elevation Wealth Partners, LLC28,107
0.3% of portfolio›$1.0M
Old National Bancorp26,988
0.0% of portfolio›$989.4K
Kaizen Financial Strategies24,415
0.4% of portfolio›$895.1K
Accredited Investors Inc.24,307
0.0% of portfolio›$891.1K
Collective Family Office LLC24,196
0.2% of portfolio›$887.0K
Prime Capital Investment Advisors, LLC23,348
0.0% of portfolio›$855.9K
RFG Advisory, LLC20,851
0.0% of portfolio›$764.4K
Vise Technologies, Inc.20,034
0.0% of portfolio›$734.5K
Heartwood Wealth Advisors LLC19,817
0.1% of portfolio›$726.5K
SMI Advisory Services, LLC18,520
0.1% of portfolio›$693.2K
Gamma Investing LLC18,364
0.0% of portfolio›$673.2K
McAdam, LLC18,053
0.0% of portfolio›$661.8K
Pinion Investment Advisors, LLC16,644
0.1% of portfolio›$610.2K
Chicago Partners Investment Group LLC16,419
0.0% of portfolio›$599.1K
Alamar Capital Management, LLC16,143
0.3% of portfolio›$591.8K
Waldron Private Wealth LLC16,000
0.0% of portfolio›$586.6K
Associated Banc-Corp15,838
0.0% of portfolio›$580.6K
Meridian Wealth Management, LLC14,931
0.0% of portfolio›$547.4K
HB Wealth Management, LLC14,637
0.0% of portfolio›$536.6K
Welch Group, LLC14,432
0.0% of portfolio›$529.1K
Truist Financial Corp13,039
0.0% of portfolio›$478.0K
SLT Holdings LLC13,021
0.3% of portfolio›$477.4K
Bell Investment Advisors, Inc12,594
0.1% of portfolio›$461.7K
Blue Bell Private Wealth Management, LLC12,388
0.1% of portfolio›$454.1K
Journey Advisory Group, LLC11,925
0.0% of portfolio›$437.2K
Brighton Jones LLC11,435
0.0% of portfolio›$419.2K
Van Cleef Asset Management,Inc11,434
0.0% of portfolio›$419.2K
Foundation Wealth Management, Llc\pa11,206
0.1% of portfolio›$410.8K
Fulcrum Wealth Advisors, LLC10,862
0.3% of portfolio›$398.2K
ARS Wealth Advisors Group, LLC10,151
0.0% of portfolio›$372.1K
Commonwealth Equity Services, LLC9,780
0.0% of portfolio›$358.5K
Y-Intercept (Hong Kong) Ltd9,727
0.0% of portfolio›$356.6K
KCM Investment Advisors LLC9,712
0.0% of portfolio›$356.0K
Kestra Advisory Services, LLC9,703
0.0% of portfolio›$355.7K
RVW Wealth, LLC9,148
0.0% of portfolio›$335.4K
Kingswood Wealth Advisors, LLC9,005
0.0% of portfolio›$330.1K
Omega Financial Group, LLC8,927
0.1% of portfolio›$327.3K
Axxcess Wealth Management, LLC8,816
0.0% of portfolio›$323.2K
Ironwood Financial, llc8,547
0.0% of portfolio›$313.3K
Stevens Capital Partners8,323
0.1% of portfolio›$305.1K
Brucke Financial, Inc.8,191
0.1% of portfolio›$300.3K
Verity & Verity, LLC8,099
0.0% of portfolio›$296.9K
Forvis Mazars Wealth Advisors, LLC8,040
0.0% of portfolio›$294.8K
MCF Advisors LLC8,000
0.0% of portfolio›$293.3K
Cadent Capital Advisors, LLC7,800
0.1% of portfolio›$285.9K
Vestia Personal Wealth Advisors7,661
0.1% of portfolio›$280.9K
Manchester Financial Inc7,350
0.0% of portfolio›$269.5K
HUB Investment Partners, LLC7,256
0.0% of portfolio›$266.0K
Abound Wealth Management6,906
0.0% of portfolio›$253.2K
Lynx Investment Advisory6,900
0.1% of portfolio›$253.0K
Adamsbrown Wealth Consultants LLC6,857
0.0% of portfolio›$251.4K
Long Island Wealth Management, Inc.6,800
0.1% of portfolio›$249.3K
Integrity Alliance, Llc.6,779
0.0% of portfolio›$248.5K
Uptick Partners, LLC6,542
0.0% of portfolio›$239.8K
Register Financial Advisors LLC6,320
0.1% of portfolio›$231.7K
Evanson Financial, LLC6,288
0.0% of portfolio›$230.5K
Grantvest Financial Group LLC6,247
0.1% of portfolio›$229.0K
Calamos Advisors LLC6,163
0.0% of portfolio›$225.9K
Cambridge Investment Research Advisors, Inc.6,045
0.0% of portfolio›$222
Diversified Portfolios, Inc.6,015
0.0% of portfolio›$220.5K
Westbourne Investment Advisors, Inc.5,852
0.1% of portfolio›$214.5K
Forum Financial Management, LP5,830
0.0% of portfolio›$213.7K
Perigon Wealth Management, LLC5,801
0.0% of portfolio›$212.7K
Sterling Investment Advisors, Ltd.5,788
0.0% of portfolio›$212.2K
Livet Wealth, LLC5,685
0.1% of portfolio›$208.4K
Ignite Planners, LLC5,582
0.0% of portfolio›$204.6K
Parkside Financial Bank & Trust4,984
0.0% of portfolio›$182.7K
Pflug Koory, LLC4,887
0.1% of portfolio›$179.2K
IFP Advisors, Inc4,488
0.0% of portfolio›$164.5K
Halbert Hargrove Global Advisors, LLC3,510
0.0% of portfolio›$128.7K
AlphaCore Capital LLC3,293
0.0% of portfolio›$120.7K
Parallel Advisors, LLC2,750
0.0% of portfolio›$100.8K
William Mack & Associates, Inc.2,478
0.0% of portfolio›$90.8K
JFS Wealth Advisors, LLC1,911
0.0% of portfolio›$70.1K
Capital Advisors, Ltd. LLC1,600
0.0% of portfolio›$59
CoreCap Advisors, LLC1,400
0.0% of portfolio›$51.3K
Dorato Capital Management1,200
0.0% of portfolio›$44.8K
Key FInancial Inc1,179
0.0% of portfolio›$43.2K
Breakwater Investment Management1,174
0.0% of portfolio›$43.0K
Arlington Trust Co LLC1,100
0.0% of portfolio›$40.3K
Costello Asset Management, Inc894
0.0% of portfolio›$32.8K
Lodestone Wealth Management LLC846
0.0% of portfolio›$31.0K
Avion Wealth811
0.0% of portfolio›$29
Blue Trust, Inc.749
0.0% of portfolio›$27.4K
Assetmark, Inc729
0.0% of portfolio›$26.7K
Armor Investment Advisors, LLC679
0.0% of portfolio›$24.9K
Beacon Investment Advisory Services, Inc.600
0.0% of portfolio›$22.0K
Blueline Advisors LLC599
0.0% of portfolio›$22.0K
GHP Investment Advisors, Inc.551
0.0% of portfolio›$20.2K
Pinnacle Wealth Planning Services, Inc.506
0.0% of portfolio›$18.5K
Capital Investment Advisory Services, LLC498
0.0% of portfolio›$18.3K
Buck Wealth Strategies, LLC359
0.0% of portfolio›$13.2K
Clayton Financial Group LLC310
0.0% of portfolio›$11.4K
Midwest Capital Advisors, LLC265
0.0% of portfolio›$9.7K
DB Fitzpatrick & Co, Inc263
0.0% of portfolio›$9.6K
RHL Group, LLC214
0.0% of portfolio›$7.9K
Quaker Wealth Management, LLC210
0.0% of portfolio›$7.7K
Compass Financial Management LLC206
0.0% of portfolio›$7.6K
Root Financial Partners, LLC153
0.0% of portfolio›$5.6K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$3.7K
Trifecta Capital Advisors, LLC80
0.0% of portfolio›$2.9K
Signature Resources Capital Management, LLC50
0.0% of portfolio›$1.8K
Mather Group, Llc.41
0.0% of portfolio›$1.5K
Kingdom Financial Group Llc.28
0.0% of portfolio›$1.0K
Citigroup Inc25
0.0% of portfolio›$917
MassMutual Private Wealth & Trust, FSB20
0.0% of portfolio›$733
Signaturefd, LLC1
0.0% of portfolio›$31
Financial Consulate, Inc1
0.0% of portfolio›$37
Atlantic Edge Private Wealth Management, LLC0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Legacy Wealth Management, LLC
5,724,705$209.9M11.1%ETFLowMemphis, TN2026-10-22
Armstrong Advisory Group, Inc
5,586,285$204.8M12.3%ETFHighNeedham, MA2026-10-09
Creative Planning
4,159,633$152.5M0.1%IndexVery LowOverland Park, KS2026-11-02
Pension & Wealth Management Advisors, Inc.
1,397,559$51.2M11.6%ETFLowWaltham, MA2026-10-16
Warwick Investment Management, Inc.
566,518$20.8M2.4%ETFLowBryan, TX2026-10-19
Lighthouse Wealth Management Inc.
382,338$14.0M8.5%ETFLowAshland, OH2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
190,089$7.0M4.8%ETFLowDayton, OH2026-11-02
Wealth Enhancement Advisory Services, LLC
170,337$6.3M0.0%CoreLowPlymouth, MN2026-10-13
Visionary Wealth Advisors
124,750$4.6M0.2%ETFLowO'Fallon, IL2026-11-04
Donor Advised Charitable Giving, Inc.
115,563$4.2M0.1%Agg GrowthVery LowLone Tree, CO2026-10-28
Signature Estate & Investment Advisors LLC
94,900$3.5M0.1%ETFMediumLos Angeles, CA2026-10-13
Versant Capital Management, Inc
94,101$3.4M0.3%GARPLowPhoenix, AZ2026-10-02
Orser Capital Management, LLC
83,652$3.1M1.7%GrowthLowSouthlake, TX2026-10-13
Crusonia Wealth Advisors LLC
77,769$2.9M0.4%ETFVery LowDenver, CO2026-10-26
Fiduciary Financial Group, LLC
76,907$2.8M0.3%ETFLowSan Rafael, CA2026-10-13
Wolfstich Capital, LLC
75,483$1.2M1.0%ETFMediumMedfield, MA2026-10-14
Kohmann Bosshard Financial Services, LLC
61,009$2.2M0.2%ETFLowFairlawn, OH2026-11-04
Wespac Advisors, LLC
57,786$2.1M1.1%ETFHighOrinda, CA2026-10-26
Opulen Financial Group LLC
54,724$2.0M1.2%ETFVery LowArlington, VA2026-10-22
Blue Sky Capital Consultants Group, Inc.
47,413$1.7M0.7%GrowthMediumPoway, CA2026-10-13
Sherrill & Hutchins Financial Advisory, Inc
46,063$1.7M0.8%ETFVery LowAtlanta, GA2026-10-14
Farther Finance Advisors, LLC
43,883$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
43,115$1.6M0.0%GrowthVery LowSeattle, WA2026-10-27
Gemmer Asset Management LLC
41,389$1.5M0.1%ETFLowWalnut Creek, CA2026-10-16
Lido Advisors, LLC
39,521$1.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Everhart Financial Group, Inc.
39,341$1.4M0.1%ETFLowDublin, OH2026-10-08
Richardson Capital Management LLC
39,336$1.4M0.6%ETFLowMenomonee Falls, WI2026-10-23
Curry Webb Wealth Management LLC
37,863$1.4M0.6%ETFLowIndianapolis, IN2026-10-22
Catalyst Investment Management LLC
36,986$1.4M1.2%ETFMediumWindham, NH2026-10-21
SigFig Wealth Management, LLC
35,740$1.3M0.0%ETFLowSan Francisco, CA2026-10-07
BIP Wealth, LLC
33,387$1.2M0.0%ETFMediumAtlanta, GA2026-10-22
Elevation Wealth Partners, LLC
28,107$1.0M0.3%ETFLowWalnut Creek, CA2026-10-07
Old National Bancorp
26,988$989.4K0.0%CoreLowEvansville, IN2026-10-20
Kaizen Financial Strategies
24,415$895.1K0.4%ETFMediumCampbell, CA2026-10-09
Accredited Investors Inc.
24,307$891.1K0.0%ETFLowEdina, MN2026-11-03
Collective Family Office LLC
24,196$887.0K0.2%ETFLowYork, PA2026-10-05
Prime Capital Investment Advisors, LLC
23,348$855.9K0.0%ETFLowOverland Park, KS2026-10-20
RFG Advisory, LLC
20,851$764.4K0.0%ETFMediumBirmingham, AL2026-11-03
Vise Technologies, Inc.
20,034$734.5K0.0%IndexLowNew York, NY2026-10-29
Heartwood Wealth Advisors LLC
19,817$726.5K0.1%ETFLowRichmond, VA2026-10-05
SMI Advisory Services, LLC
18,520$693.2K0.1%ETFMediumColumbus, IN2026-10-13
Gamma Investing LLC
18,364$673.2K0.0%IndexVery LowFoster City, CA2026-10-08
McAdam, LLC
18,053$661.8K0.0%ETFLowPhiladelphia, PA2026-10-21
Pinion Investment Advisors, LLC
16,644$610.2K0.1%ETFLowWichita, KS2026-11-04
Chicago Partners Investment Group LLC
16,419$599.1K0.0%GARPLowChicago, IL2026-10-27
Alamar Capital Management, LLC
16,143$591.8K0.3%GrowthMediumSanta Barbara, CA2026-11-02
Waldron Private Wealth LLC
16,000$586.6K0.0%ETFVery LowBridgeville, PA2026-11-02
Associated Banc-Corp
15,838$580.6K0.0%CoreLowGreen Bay, WI2026-10-30
Meridian Wealth Management, LLC
14,931$547.4K0.0%GrowthLowLexington, KY2026-11-05
HB Wealth Management, LLC
14,637$536.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Welch Group, LLC
14,432$529.1K0.0%CoreVery LowBirmingham, AL2026-10-29
Truist Financial Corp
13,039$478.0K0.0%CoreLowCharlotte, NC2026-10-30
SLT Holdings LLC
13,021$477.4K0.3%GrowthMediumScottsdale, AZ2026-10-15
Bell Investment Advisors, Inc
12,594$461.7K0.1%ETFVery LowOrinda, CA2026-10-29
Blue Bell Private Wealth Management, LLC
12,388$454.1K0.1%YieldVery LowBlue Bell, PA2026-10-29
Journey Advisory Group, LLC
11,925$437.2K0.0%CoreMediumCovington, KY2026-11-04
Brighton Jones LLC
11,435$419.2K0.0%CoreVery LowSeattle, WA2026-11-03
Van Cleef Asset Management,Inc
11,434$419.2K0.0%CoreVery LowBeachwood, OH2026-10-20
Foundation Wealth Management, Llc\pa
11,206$410.8K0.1%ETFLowMedia, PA2026-10-14
Fulcrum Wealth Advisors, LLC
10,862$398.2K0.3%GrowthMediumBellevue, WA2026-10-16
ARS Wealth Advisors Group, LLC
10,151$372.1K0.0%CoreLowSt. Petersburg, FL2026-10-16
Commonwealth Equity Services, LLC
9,780$358.5K0.0%ETFLowWaltham, MA2026-11-02
Y-Intercept (Hong Kong) Ltd
9,727$356.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
KCM Investment Advisors LLC
9,712$356.0K0.0%CoreVery LowGreenbrae, CA2026-10-27
Kestra Advisory Services, LLC
9,703$355.7K0.0%CoreLowAustin, TX2026-11-02
RVW Wealth, LLC
9,148$335.4K0.0%ETFVery LowLos Angeles, CA2026-10-06
Kingswood Wealth Advisors, LLC
9,005$330.1K0.0%GrowthLowSan Diego, CA2026-10-23
Omega Financial Group, LLC
8,927$327.3K0.1%ETFVery LowSanta Barbara, CA2026-10-29
Axxcess Wealth Management, LLC
8,816$323.2K0.0%CoreLowCarlsbad, CA2026-10-21
Ironwood Financial, llc
8,547$313.3K0.0%ETFLowTucson, AZ2026-10-20
Stevens Capital Partners
8,323$305.1K0.1%ETFVery LowOmaha, NE2026-10-29
Brucke Financial, Inc.
8,191$300.3K0.1%GrowthMediumIndianapolis, IN2026-10-23
Verity & Verity, LLC
8,099$296.9K0.0%YieldLowBeaufort, SC2026-10-23
Forvis Mazars Wealth Advisors, LLC
8,040$294.8K0.0%ETFVery LowSpringfield, MO2026-10-13
MCF Advisors LLC
8,000$293.3K0.0%ETFLowLexington, KY2026-10-28
Cadent Capital Advisors, LLC
7,800$285.9K0.1%ETFHighTulsa, OK2026-10-09
Vestia Personal Wealth Advisors
7,661$280.9K0.1%ETFMediumFort Wayne, IN2026-10-20
Manchester Financial Inc
7,350$269.5K0.0%ETFMediumWestlake Village, CA2026-10-15
HUB Investment Partners, LLC
7,256$266.0K0.0%GrowthLowAustin, TX2026-11-03
Abound Wealth Management
6,906$253.2K0.0%ETFVery LowFranklin, TN2026-10-26
Lynx Investment Advisory
6,900$253.0K0.1%ETFLowWashington, Dc, DC2026-10-27
Adamsbrown Wealth Consultants LLC
6,857$251.4K0.0%ETFLowWichita, KS2026-10-20
Long Island Wealth Management, Inc.
6,800$249.3K0.1%ETFLowMelville, NY2026-10-20
Integrity Alliance, Llc.
6,779$248.5K0.0%ETFMediumUrbandale, IA2026-10-29
Uptick Partners, LLC
6,542$239.8K0.0%ETFLowNacogdoches, TX2026-11-04
Register Financial Advisors LLC
6,320$231.7K0.1%GARPLowAtlanta, GA2026-10-23
Evanson Financial, LLC
6,288$230.5K0.0%ETFN/AMclean, VA2026-10-23
Grantvest Financial Group LLC
6,247$229.0K0.1%ETFLowMatawan, NJ2026-10-21
Calamos Advisors LLC
6,163$225.9K0.0%GrowthMediumNaperville, IL2026-11-02
Cambridge Investment Research Advisors, Inc.
6,045$2220.0%ETFLowFairfield, IA2026-11-02
Diversified Portfolios, Inc.
6,015$220.5K0.0%ETFLowBloomfield Hills, MI2026-11-04
Westbourne Investment Advisors, Inc.
5,852$214.5K0.1%GARPLowAnnapolis, MD2026-10-20
Forum Financial Management, LP
5,830$213.7K0.0%ETFLowLombard, IL2026-10-16
Perigon Wealth Management, LLC
5,801$212.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Sterling Investment Advisors, Ltd.
5,788$212.2K0.0%GrowthLowBerwyn, PA2026-10-27
Livet Wealth, LLC
5,685$208.4K0.1%ETFLowSpanish Fork, UT2026-10-27
Ignite Planners, LLC
5,582$204.6K0.0%CoreLowSan Clemente, CA2026-10-14
Parkside Financial Bank & Trust
4,984$182.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pflug Koory, LLC
4,887$179.2K0.1%CoreVery LowOmaha, NE2026-10-26
IFP Advisors, Inc
4,488$164.5K0.0%GrowthLowTampa, FL2026-10-16
Halbert Hargrove Global Advisors, LLC
3,510$128.7K0.0%ETFLowLong Beach, CA2026-10-16
AlphaCore Capital LLC
3,293$120.7K0.0%ETFLowLa Jolla, CA2026-11-04
Parallel Advisors, LLC
2,750$100.8K0.0%IndexLowSan Francisco, CA2026-11-03
William Mack & Associates, Inc.
2,478$90.8K0.0%ETFLowTroy, MI2026-10-27
JFS Wealth Advisors, LLC
1,911$70.1K0.0%ETFVery LowHermitage, PA2026-11-03
Capital Advisors, Ltd. LLC
1,600$590.0%ETFLowShaker Heights, OH2026-10-27
CoreCap Advisors, LLC
1,400$51.3K0.0%ETFMediumSouthfield, MI2026-10-08
Dorato Capital Management
1,200$44.8K0.0%ValueVery LowDenver, CO2026-10-08
Key FInancial Inc
1,179$43.2K0.0%ETFLowWest Chester, PA2026-11-02
Breakwater Investment Management
1,174$43.0K0.0%ETFLowSeattle, WA2026-10-20
Arlington Trust Co LLC
1,100$40.3K0.0%ETFMediumBirmingham, AL2026-10-20
Costello Asset Management, Inc
894$32.8K0.0%CoreLowFeasterville, PA2026-10-30
Lodestone Wealth Management LLC
846$31.0K0.0%CoreLowSpokane, WA2026-10-14
Avion Wealth
811$290.0%ETFLowThe Woodlands, TX2026-11-04
Blue Trust, Inc.
749$27.4K0.0%ETFLowBrentwood, TN2026-10-15
Assetmark, Inc
729$26.7K0.0%ETFLowConcord, CA2026-10-21
Armor Investment Advisors, LLC
679$24.9K0.0%ETFLowRaleigh, NC2026-10-27
Beacon Investment Advisory Services, Inc.
600$22.0K0.0%GrowthLowMorristown, NJ2026-10-13
Blueline Advisors LLC
599$22.0K0.0%ETFLowExeter, NH2026-10-15
GHP Investment Advisors, Inc.
551$20.2K0.0%CoreVery LowDenver, CO2026-10-15
Pinnacle Wealth Planning Services, Inc.
506$18.5K0.0%GARPLowMansfield, OH2026-10-27
Capital Investment Advisory Services, LLC
498$18.3K0.0%CoreMediumRaleigh, NC2026-10-30
Buck Wealth Strategies, LLC
359$13.2K0.0%ValueMediumDenver, CO2026-10-28
Clayton Financial Group LLC
310$11.4K0.0%ETFLowSt. Louis, MO2026-10-13
Midwest Capital Advisors, LLC
265$9.7K0.0%ETFHighGrand Rapids, MI2026-11-04
DB Fitzpatrick & Co, Inc
263$9.6K0.0%CoreMediumBoise, ID2026-10-19
RHL Group, LLC
214$7.9K0.0%ETFVery HighHolly, MI2026-11-04
Quaker Wealth Management, LLC
210$7.7K0.0%ETFMediumMoorestown, NJ2026-10-22
Compass Financial Management LLC
206$7.6K0.0%CoreN/ATampa, FL2026-10-30
Root Financial Partners, LLC
153$5.6K0.0%ETFMediumEncinitas, CA2026-10-21
Cape Investment Advisory, Inc.
100$3.7K0.0%ETFLowMcdonough, GA2026-10-13
Trifecta Capital Advisors, LLC
80$2.9K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Signature Resources Capital Management, LLC
50$1.8K0.0%ETFLowNewport Beach, CA2026-10-16
Mather Group, Llc.
41$1.5K0.0%ETFMediumChicago, IL2026-10-14
Kingdom Financial Group Llc.
28$1.0K0.0%ETFMediumPeoria, AZ2026-11-04
Citigroup Inc
25$9170.0%CoreMediumNew York, NY2026-11-04
MassMutual Private Wealth & Trust, FSB
20$7330.0%CoreLowSpringfield, MA2026-10-05
Signaturefd, LLC
1$310.0%IndexLowAtlanta, GA2026-10-23
Financial Consulate, Inc
1$370.0%ETFLowHunt Valley, MD2026-10-23
Atlantic Edge Private Wealth Management, LLC
0$10.0%CoreLowJacksonville, FL2026-10-20