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Schwab Fndmntl US SM Co ETF (FNDA)

CUSIP: 808524763 | NYSE | 1076 institutional holders

Quarters

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

Steele Capital Management, Inc.2,177,508
2.8% of portfolio›$76.2M
Prairiewood Capital, LLC2,170,316
19.2% of portfolio›$76.0M
Vantagepoint Investment Advisers LLC1,356,355
0.4% of portfolio›$47.5M
Moller Wealth Partners1,238,357
8.0% of portfolio›$43.3M
Wealth Forward, LLC1,153,317
18.3% of portfolio›$40.4M
Solitude Financial Services1,057,189
10.0% of portfolio›$37.0M
First Pacific Financial877,254
3.1% of portfolio›$30.7M
AlphaCore Capital LLC773,371
0.4% of portfolio›$27.1M
Resonant Capital Advisors, LLC757,337
1.3% of portfolio›$26.5M
Gemmer Asset Management LLC666,955
1.5% of portfolio›$23.3M
Trilogy Capital Inc.632,316
0.8% of portfolio›$22.1M
Creative Planning498,383
0.0% of portfolio›$17.4M
Bell Investment Advisors, Inc449,367
2.3% of portfolio›$15.7M
Collective Family Office LLC382,799
2.8% of portfolio›$13.4M
Shore Point Advisors, LLC378,476
2.7% of portfolio›$8.4M
Grey Ledge Advisors, LLC334,382
2.4% of portfolio›$11.7M
Sound Stewardship, LLC328,816
4.7% of portfolio›$11.5M
Johnson Bixby & Associates, LLC319,177
1.2% of portfolio›$11.2M
HB Wealth Management, LLC315,354
0.1% of portfolio›$11.0M
Charles Schwab Trust Co280,959
0.6% of portfolio›$9.8M
Arlington Financial Advisors, LLC278,113
1.2% of portfolio›$9.7M
Accredited Investors Inc.256,432
0.4% of portfolio›$9.0M
Your Advocates Ltd., LLP206,936
2.1% of portfolio›$7.2M
Reston Wealth Management LLC206,110
2.0% of portfolio›$7.2M
Kathmere Capital Management, LLC154,546
0.3% of portfolio›$5.4M
Northland Capital Management LLC147,898
2.4% of portfolio›$5.2M
Capital Advantage, Inc.142,026
0.6% of portfolio›$5.0M
Founders Capital Management141,315
2.2% of portfolio›$4.9M
Roof Eidam Maycock Peralta, LLC139,424
0.9% of portfolio›$4.9M
KRM Wealth Management L.L.C.137,223
2.1% of portfolio›$4.8M
Integrity Alliance, Llc.134,447
0.1% of portfolio›$4.7M
Waterfront Wealth Inc.127,068
0.7% of portfolio›$4.5M
Womack Financial LLC124,830
2.9% of portfolio›$4.4M
Manske Wealth Management117,976
1.0% of portfolio›$4.1M
Commonwealth Equity Services, LLC108,685
0.0% of portfolio›$3.8M
IFP Advisors, Inc100,733
0.1% of portfolio›$3.5M
Sowell Financial Services LLC99,173
0.1% of portfolio›$3.5M
Kaizen Financial Strategies95,512
1.3% of portfolio›$3.3M
Mather Group, Llc.94,034
0.0% of portfolio›$3.3M
Breakwater Capital Group93,706
0.4% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC92,140
0.0% of portfolio›$3.3M
Apollon Wealth Management, LLC89,905
0.0% of portfolio›$3.1M
Lido Advisors, LLC87,461
0.0% of portfolio›$3.1M
Farther Finance Advisors, LLC84,903
0.0% of portfolio›$3.0M
Cutler Investment Counsel LLC80,482
0.3% of portfolio›$2.8M
Winter & Associates, Inc.78,718
2.0% of portfolio›$2.8M
Argos Wealth Advisors, LLC77,878
0.7% of portfolio›$2.7M
First Affirmative Financial Network76,018
0.6% of portfolio›$2.7M
Meridian Investment Counsel Inc.73,291
0.6% of portfolio›$2.6M
Alpha Omega Wealth Management LLC72,659
0.4% of portfolio›$2.5M
Verum Partners LLC66,662
0.4% of portfolio›$2.3M
Yoder Wealth Management, Inc.65,346
0.9% of portfolio›$2.3M
Krilogy Financial LLC64,450
0.1% of portfolio›$2.3M
Cedar Point Capital Partners, LLC64,350
1.3% of portfolio›$2.3M
BCS Wealth Management61,035
0.4% of portfolio›$2.1M
Dickmeyer Boyce Financial Management, Inc.60,421
1.1% of portfolio›$2.1M
Kestra Advisory Services, LLC58,948
0.0% of portfolio›$2.1M
Birchwood Financial Partners, Inc.58,895
1.5% of portfolio›$2.1M
Williams Financial, LLC58,501
1.0% of portfolio›$2.0M
McGrath & Associates, Inc.57,786
2.3% of portfolio›$2.0M
Asset Allocation Strategies LLC56,864
0.3% of portfolio›$2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management54,149
0.0% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.52,315
0.0% of portfolio›$1.8K
McAdam, LLC51,194
0.1% of portfolio›$1.8M
Guardian Financial Partners, LLC47,659
0.6% of portfolio›$1.7M
Pension & Wealth Management Advisors, Inc.43,879
0.3% of portfolio›$1.5M
Vicus Capital42,812
0.1% of portfolio›$1.5M
Concurrent Investment Advisors, LLC41,662
0.0% of portfolio›$1.5M
Howard Financial Services, Ltd.39,815
0.1% of portfolio›$1.4M
Cambridge Advisors Inc.38,930
0.2% of portfolio›$1.4M
Financial Architects, LLC38,110
0.7% of portfolio›$1.3M
Wilmington Savings Fund Society, FSB37,686
0.0% of portfolio›$1.3M
CGN Advisors LLC34,806
0.1% of portfolio›$1.2M
Pinnacle Wealth Planning Services, Inc.34,090
0.1% of portfolio›$1.2M
Red Mountain Financial, LLC33,964
1.0% of portfolio›$1.2M
BFI Wealth Solutions, LLC33,352
0.8% of portfolio›$1.2M
Asset Dedication, LLC29,645
0.1% of portfolio›$1.0M
Nicholas Hoffman & Company, Llc.27,758
0.0% of portfolio›$971.5K
Larson Financial Group LLC25,927
0.0% of portfolio›$907.4K
Lakewood Asset Management LLC25,806
0.5% of portfolio›$903.2K
Washington Trust Advisors, Inc.25,380
0.1% of portfolio›$888.3K
MLG Wealth Management DBA Pine Grove Financial Group24,796
0.1% of portfolio›$867.9K
Modera Wealth Management, LLC24,469
0.0% of portfolio›$856.4K
True North Advisors, LLC23,671
0.1% of portfolio›$828.5K
Vise Technologies, Inc.23,276
0.0% of portfolio›$814.6K
Harbor Asset Planning, Inc.22,960
0.6% of portfolio›$803.7K
Clarity Capital Advisors, LLC21,985
0.3% of portfolio›$769.5K
Townsend Asset Management Corp21,542
0.2% of portfolio›$754.0K
Axxcess Wealth Management, LLC21,191
0.0% of portfolio›$741.7K
Dynamic Advisor Solutions LLC20,993
0.0% of portfolio›$734.8K
Wingate Wealth Advisors, Inc.20,875
0.3% of portfolio›$730.6K
Capital Investment Advisors, LLC20,392
0.0% of portfolio›$713.7K
Quadcap Wealth Management, LLC20,180
0.1% of portfolio›$706.3K
Clay Northam Wealth Management, LLC19,295
0.3% of portfolio›$675.3K
J. L. Bainbridge & Co., Inc.18,530
0.0% of portfolio›$648.6K
Capital Investment Advisory Services, LLC18,330
0.0% of portfolio›$641.6K
Lodestar Private Asset Management LLC18,162
0.1% of portfolio›$635.7K
CWA Asset Management Group, LLC17,844
0.0% of portfolio›$624.6K
Chicago Partners Investment Group LLC17,653
0.0% of portfolio›$629.7K
Cambridge Financial Group, LLC17,621
0.2% of portfolio›$670.7K
Truist Financial Corp17,373
0.0% of portfolio›$608.1K
Tandem Capital Management Corp16,953
0.3% of portfolio›$593.3K
Financial Synergies Wealth Advisors, Inc.16,853
0.0% of portfolio›$589.9K
Focus Financial Network, Inc.16,665
0.0% of portfolio›$583.3K
Old National Bancorp16,394
0.0% of portfolio›$573.8K
Bailard, Inc.16,353
0.0% of portfolio›$572.4K
Brighton Jones LLC16,325
0.0% of portfolio›$571.4K
Cidel Asset Management Inc16,091
0.0% of portfolio›$563.2K
PFG Advisors16,017
0.0% of portfolio›$560.6K
Sowa Financial Group, Inc.15,210
0.0% of portfolio›$532
CoreCap Advisors, LLC15,052
0.0% of portfolio›$526.8K
DDD Partners, LLC15,044
0.0% of portfolio›$526.5K
Root Financial Partners, LLC14,835
0.0% of portfolio›$519.2K
Opus Capital Group, LLC14,685
0.0% of portfolio›$514
Tempus Wealth Planning, LLC14,295
0.1% of portfolio›$500.3K
Mission Wealth Management, LP14,232
0.0% of portfolio›$498.1K
Perigon Wealth Management, LLC13,973
0.0% of portfolio›$489.1K
Cornerstone Wealth Group, LLC13,203
0.0% of portfolio›$462.1K
BXM Wealth LLC13,185
0.2% of portfolio›$461.5K
Riverchase Wealth Management, LLC13,036
0.2% of portfolio›$456.3K
Wedmont Private Capital12,989
0.0% of portfolio›$461.9K
Plan A Wealth LLC12,773
0.2% of portfolio›$447.1K
Boyce & Associates Wealth Consulting, Inc.12,558
0.3% of portfolio›$439.5K
Baker Ellis Asset Management LLC12,552
0.0% of portfolio›$439.3K
Mengis Capital Management, Inc.11,930
0.1% of portfolio›$417.5K
Appleton Partners Inc11,915
0.0% of portfolio›$417
Directional Asset Management11,848
0.3% of portfolio›$414.7K
Fiduciary Financial Group, LLC11,546
0.0% of portfolio›$404.1K
Creekside Partners11,347
0.1% of portfolio›$397.1K
KCM Investment Advisors LLC10,853
0.0% of portfolio›$379.9K
Trust Point Inc.10,755
0.0% of portfolio›$376.4K
SAX Wealth Advisors, LLC10,700
0.0% of portfolio›$374.5K
HUB Investment Partners, LLC9,864
0.0% of portfolio›$345.2K
Facet Wealth, Inc.9,675
0.0% of portfolio›$338.6K
StoneX Group Inc.9,620
0.0% of portfolio›$355.5K
Smith Salley Wealth Management9,487
0.0% of portfolio›$332.0K
Entrewealth, LLC9,268
0.1% of portfolio›$324.4K
Ehrlich Financial Group8,982
0.2% of portfolio›$314.4K
Apella Capital, LLC8,795
0.0% of portfolio›$311.3K
Abound Wealth Management8,709
0.1% of portfolio›$304.8K
BIP Wealth, LLC8,641
0.0% of portfolio›$302.4K
Ascentis Independent Advisors8,469
0.0% of portfolio›$296.4K
Patriot Investment Management Group, Inc.8,429
0.0% of portfolio›$295.0K
Patten & Patten Inc8,200
0.0% of portfolio›$287.0K
SeaCrest Wealth Management, LLC7,938
0.0% of portfolio›$277.8K
Evergreen Capital Management LLC7,855
0.0% of portfolio›$274.9K
Cherry Tree Wealth Management, LLC7,446
0.0% of portfolio›$260.6K
Sprinkle Financial Consultants LLC7,386
0.1% of portfolio›$258.5K
National Wealth Management Group, LLC7,365
0.1% of portfolio›$257.8K
RFG Advisory, LLC7,350
0.0% of portfolio›$257.3K
Gateway Investment Advisers LLC7,323
0.0% of portfolio›$256.3K
Parallel Advisors, LLC7,180
0.0% of portfolio›$251.3K
Signature Estate & Investment Advisors LLC7,045
0.0% of portfolio›$246.6K
Williams & Novak Wealth Management, LLC7,000
0.1% of portfolio›$245.0K
Clark Asset Management, LLC6,795
0.0% of portfolio›$237.8K
Quadrant Capital Group LLC6,765
0.0% of portfolio›$241.4K
Zenith Solutions, Inc.6,617
0.2% of portfolio›$231.6K
Burton Enright Welch6,583
0.0% of portfolio›$230.4K
Sovran Advisors, LLC6,461
0.0% of portfolio›$235.5K
Integral Investment Advisors, Inc.6,392
0.0% of portfolio›$223.7K
Arnold Financial Planning LLC6,341
0.2% of portfolio›$221.9K
Everhart Financial Group, Inc.6,061
0.0% of portfolio›$212.1K
Assetmark, Inc5,916
0.0% of portfolio›$207.1K
Western Financial Corp5,892
0.1% of portfolio›$206.2K
MBE Wealth Management, LLC5,877
0.1% of portfolio›$205.7K
Scheeler Financial LLC5,814
0.2% of portfolio›$203.5K
Prospera Financial Services Inc5,637
0.0% of portfolio›$202.9K
Dhjj Financial Advisors, Ltd.5,443
0.1% of portfolio›$190.5K
Signaturefd, LLC4,927
0.0% of portfolio›$172.4K
Plante Moran Financial Advisors, LLC4,793
0.0% of portfolio›$167.8K
Kelleher Financial Advisors4,724
0.0% of portfolio›$165.3K
Kings Path Partners LLC4,587
0.0% of portfolio›$160.5K
Navigoe, LLC4,316
0.0% of portfolio›$151
Creative Financial Designs Inc3,742
0.0% of portfolio›$131.0K
Arlington Trust Co LLC2,930
0.0% of portfolio›$102.6K
Murphy & Mullick Capital Management Corp2,756
0.1% of portfolio›$96.5K
Fairway Wealth LLC2,466
0.0% of portfolio›$86.3K
Ashton Thomas Securities, LLC2,250
0.0% of portfolio›$78.8K
Ashton Thomas Private Wealth, LLC2,212
0.0% of portfolio›$77.4K
Activest Wealth Management2,143
0.0% of portfolio›$75.0K
Elevate Wealth Advisory, Inc2,132
0.0% of portfolio›$74.6K
Valley National Advisers Inc1,917
0.0% of portfolio›$67.1K
Key Capital Management, Inc1,880
0.0% of portfolio›$65.8K
Chilton Capital Management LLC1,755
0.0% of portfolio›$61.4K
Signature Resources Capital Management, LLC1,675
0.0% of portfolio›$58.6K
MidAtlantic Capital Management, Inc.1,585
0.0% of portfolio›$55.5K
Hoey Investments, Inc1,504
0.0% of portfolio›$52.6K
Gamma Investing LLC1,375
0.0% of portfolio›$48.1K
PFS Partners, LLC1,237
0.0% of portfolio›$43.3K
McCarley & Cook Financial Planners1,211
0.0% of portfolio›$42.4K
Balance Wealth Partners LLC1,210
0.0% of portfolio›$42.4K
Bfsg, LLC1,174
0.0% of portfolio›$41.1K
Financial Perspectives, Inc1,088
0.0% of portfolio›$38.1K
Burk Holdings LLC1,011
0.0% of portfolio›$35.4K
Adirondack Trust Co997
0.0% of portfolio›$34.9K
Cdkv Holdings LLC919
0.0% of portfolio›$32.2K
Cassaday & Co Wealth Management LLC854
0.0% of portfolio›$29.9K
Hamilton Point Investment Advisors, LLC840
0.0% of portfolio›$29.4K
Align Financial, LLC759
0.0% of portfolio›$26.6K
Compass Financial Management LLC759
0.0% of portfolio›$26.6K
Nova Financial LLC633
0.0% of portfolio›$22.2K
Lodestone Wealth Management LLC618
0.0% of portfolio›$21.6K
Key FInancial Inc587
0.0% of portfolio›$20.5K
Mainstream Capital Management LLC583
0.0% of portfolio›$20.4K
Next Level Wealth Planning, LLC527
0.0% of portfolio›$18.4K
Blue Trust, Inc.472
0.0% of portfolio›$16.5K
Prudent Man Investment Management, Inc.417
0.0% of portfolio›$14.6K
First Bancorp, Inc408
0.0% of portfolio›$14.3K
Salomon & Ludwin, LLC400
0.0% of portfolio›$14.0K
Essential Investment Partners LLC380
0.0% of portfolio›$13.3K
Citigroup Inc368
0.0% of portfolio›$12.9K
Kozak & Associates, Inc.362
0.0% of portfolio›$13.0K
Spire Wealth Management361
0.0% of portfolio›$12.6K
Downshift Financial, LLC339
0.0% of portfolio›$11.9K
Rydar Equities, Inc.327
0.0% of portfolio›$11.6K
GGM Financial LLC327
0.0% of portfolio›$11.4K
High Note Wealth, LLC296
0.0% of portfolio›$10.4K
Team Financial Group, LLC290
0.0% of portfolio›$10.1K
Archer Investment Corp256
0.0% of portfolio›$9.0K
Midwest Capital Advisors, LLC215
0.0% of portfolio›$7.5K
Jnba Financial Advisors194
0.0% of portfolio›$6.8K
Moisand Fitzgerald Tamayo, LLC184
0.0% of portfolio›$6.4K
Godsey & Gibb, Inc182
0.0% of portfolio›$6.4K
Financial Consulate, Inc171
0.0% of portfolio›$6.0K
Nfsg Corp128
0.0% of portfolio›$4.5K
Buck Wealth Strategies, LLC127
0.0% of portfolio›$4.4K
DiNuzzo Private Wealth, Inc.124
0.0% of portfolio›$4.3K
Main Street Group, LTD122
0.0% of portfolio›$4.3K
Beacon Investment Advisory Services, Inc.112
0.0% of portfolio›$3.9K
Halbert Hargrove Global Advisors, LLC101
0.0% of portfolio›$3.5K
Center for Financial Planning, Inc.101
0.0% of portfolio›$3.5K
Trust Co98
0.0% of portfolio›$3.4K
Elevation Wealth Partners, LLC97
0.0% of portfolio›$3.4K
Morling Financial Advisors, LLC92
0.0% of portfolio›$3.2K
Latitude Advisors, LLC88
0.0% of portfolio›$3.1K
Armstrong Advisory Group, Inc78
0.0% of portfolio›$2.7K
Rossby Financial, LCC77
0.0% of portfolio›$2.7K
Owl Creek Wealth Partners LLC65
0.0% of portfolio›$2.3K
Financial Management Professionals, Inc.48
0.0% of portfolio›$1.7K
Mosley Wealth Management46
0.0% of portfolio›$1.6K
Cordgrass Capital Advisors, LLC44
0.0% of portfolio›$1.5K
Byrne Asset Management LLC30
0.0% of portfolio›$1.1K
Golden State Wealth Management, LLC28
0.0% of portfolio›$980
Parkside Financial Bank & Trust27
0.0% of portfolio›$930
Bokf, NA25
0.0% of portfolio›$875
3 Factor Indexing, LLC25
0.0% of portfolio›$869
Hurley Capital, LLC20
0.0% of portfolio›$724
Gen-Wealth Partners Inc19
0.0% of portfolio›$651
EPG Wealth Management LLC0
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Steele Capital Management, Inc.
2,177,508$76.2M2.8%ETFVery LowDubuque, IA2026-11-02
Prairiewood Capital, LLC
2,170,316$76.0M19.2%ETFVery LowFargo, ND2026-10-16
Vantagepoint Investment Advisers LLC
1,356,355$47.5M0.4%ETFVery LowWashington, DC2026-10-26
Moller Wealth Partners
1,238,357$43.3M8.0%ETFVery LowNorthfield, IL2026-10-15
Wealth Forward, LLC
1,153,317$40.4M18.3%ETFMediumFargo, ND2026-10-14
Solitude Financial Services
1,057,189$37.0M10.0%ETFVery LowCharlottesville, VA2026-10-26
First Pacific Financial
877,254$30.7M3.1%ETFLowVancouver, WA2026-10-14
AlphaCore Capital LLC
773,371$27.1M0.4%ETFLowLa Jolla, CA2026-11-04
Resonant Capital Advisors, LLC
757,337$26.5M1.3%ETFLowMadison, WI2026-10-15
Gemmer Asset Management LLC
666,955$23.3M1.5%ETFLowWalnut Creek, CA2026-10-16
Trilogy Capital Inc.
632,316$22.1M0.8%ETFMediumIrvine, CA2026-10-20
Creative Planning
498,383$17.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Bell Investment Advisors, Inc
449,367$15.7M2.3%ETFVery LowOrinda, CA2026-10-29
Collective Family Office LLC
382,799$13.4M2.8%ETFLowYork, PA2026-10-05
Shore Point Advisors, LLC
378,476$8.4M2.7%ETFLowBrielle, NJ2026-10-14
Grey Ledge Advisors, LLC
334,382$11.7M2.4%CoreLowGuilford, CT2026-11-02
Sound Stewardship, LLC
328,816$11.5M4.7%ETFVery LowOverland Park, KS2026-10-14
Johnson Bixby & Associates, LLC
319,177$11.2M1.2%ETFMediumVancouver, WA2026-10-14
HB Wealth Management, LLC
315,354$11.0M0.1%IndexVery LowAtlanta, GA2026-10-23
Charles Schwab Trust Co
280,959$9.8M0.6%ETFLowHenderson, NV2026-10-15
Arlington Financial Advisors, LLC
278,113$9.7M1.2%ETFMediumSanta Barbara, CA2026-10-19
Accredited Investors Inc.
256,432$9.0M0.4%ETFLowEdina, MN2026-11-03
Your Advocates Ltd., LLP
206,936$7.2M2.1%ETFLowHouston, TX2026-11-03
Reston Wealth Management LLC
206,110$7.2M2.0%ETFLowReston, VA2026-10-29
Kathmere Capital Management, LLC
154,546$5.4M0.3%ETFLowWayne, PA2026-10-20
Northland Capital Management LLC
147,898$5.2M2.4%ETFMediumVirginia, MN2026-10-15
Capital Advantage, Inc.
142,026$5.0M0.6%ETFMediumWalnut Creek, CA2026-10-14
Founders Capital Management
141,315$4.9M2.2%GrowthLowHouston, TX2026-10-13
Roof Eidam Maycock Peralta, LLC
139,424$4.9M0.9%ETFVery LowSan Francisco, CA2026-10-15
KRM Wealth Management L.L.C.
137,223$4.8M2.1%ETFVery LowReno, NV2026-11-02
Integrity Alliance, Llc.
134,447$4.7M0.1%ETFMediumUrbandale, IA2026-10-29
Waterfront Wealth Inc.
127,068$4.5M0.7%ValueLowOverland Park, KS2026-11-03
Womack Financial LLC
124,830$4.4M2.9%CoreVery LowDallas, TX2026-10-14
Manske Wealth Management
117,976$4.1M1.0%ValueVery LowHouston, TX2026-10-26
Commonwealth Equity Services, LLC
108,685$3.8M0.0%ETFLowWaltham, MA2026-11-02
IFP Advisors, Inc
100,733$3.5M0.1%GrowthLowTampa, FL2026-10-16
Sowell Financial Services LLC
99,173$3.5M0.1%CoreLowNorth Little Rock, AR2026-10-23
Kaizen Financial Strategies
95,512$3.3M1.3%ETFMediumCampbell, CA2026-10-09
Mather Group, Llc.
94,034$3.3M0.0%ETFMediumChicago, IL2026-10-14
Breakwater Capital Group
93,706$3.3M0.4%ETFLowParamus, NJ2026-10-09
Wealth Enhancement Advisory Services, LLC
92,140$3.3M0.0%CoreLowPlymouth, MN2026-10-13
Apollon Wealth Management, LLC
89,905$3.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Lido Advisors, LLC
87,461$3.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Farther Finance Advisors, LLC
84,903$3.0M0.0%IndexLowSan Francisco, CA2026-10-08
Cutler Investment Counsel LLC
80,482$2.8M0.3%CoreLowJacksonville, OR2026-10-28
Winter & Associates, Inc.
78,718$2.8M2.0%ETFMediumSt. Paul, MN2026-10-23
Argos Wealth Advisors, LLC
77,878$2.7M0.7%GrowthLowSacramento, CA2026-11-02
First Affirmative Financial Network
76,018$2.7M0.6%CoreN/AColorado Springs, CO2026-10-21
Meridian Investment Counsel Inc.
73,291$2.6M0.6%GARPLowLafayette, CA2026-10-14
Alpha Omega Wealth Management LLC
72,659$2.5M0.4%ValueLowRichmond, VA2026-10-23
Verum Partners LLC
66,662$2.3M0.4%ETFLowCharlotte, NC2026-10-21
Yoder Wealth Management, Inc.
65,346$2.3M0.9%ETFLowWalnut Creek, CA2026-10-13
Krilogy Financial LLC
64,450$2.3M0.1%GrowthLowSt. Louis, MO2026-10-13
Cedar Point Capital Partners, LLC
64,350$2.3M1.3%ETFMediumCedar Rapids, IA2026-10-29
BCS Wealth Management
61,035$2.1M0.4%ETFVery LowJohnson City, TN2026-11-03
Dickmeyer Boyce Financial Management, Inc.
60,421$2.1M1.1%CoreVery LowFort Wayne, IN2026-10-08
Kestra Advisory Services, LLC
58,948$2.1M0.0%CoreLowAustin, TX2026-11-02
Birchwood Financial Partners, Inc.
58,895$2.1M1.5%ETFVery LowBloomington, MN2026-11-02
Williams Financial, LLC
58,501$2.0M1.0%ETFMediumNorth Bennington, VT2026-10-19
McGrath & Associates, Inc.
57,786$2.0M2.3%ETFMediumAsheville, NC2026-10-27
Asset Allocation Strategies LLC
56,864$2.0M0.3%ETFMediumFarmington, MI2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
54,149$1.9M0.0%GrowthVery LowSeattle, WA2026-10-27
Cambridge Investment Research Advisors, Inc.
52,315$1.8K0.0%ETFLowFairfield, IA2026-11-02
McAdam, LLC
51,194$1.8M0.1%ETFLowPhiladelphia, PA2026-10-21
Guardian Financial Partners, LLC
47,659$1.7M0.6%ETFLowOrange, CA2026-11-04
Pension & Wealth Management Advisors, Inc.
43,879$1.5M0.3%ETFLowWaltham, MA2026-10-16
Vicus Capital
42,812$1.5M0.1%ETFMediumState College, PA2026-11-05
Concurrent Investment Advisors, LLC
41,662$1.5M0.0%GrowthMediumTampa, FL2026-10-16
Howard Financial Services, Ltd.
39,815$1.4M0.1%ETFLowDallas, TX2026-10-15
Cambridge Advisors Inc.
38,930$1.4M0.2%ETFVery LowOmaha, NE2026-10-19
Financial Architects, LLC
38,110$1.3M0.7%ETFLowWoodstock, GA2026-10-13
Wilmington Savings Fund Society, FSB
37,686$1.3M0.0%CoreLowWilmington, DE2026-10-23
CGN Advisors LLC
34,806$1.2M0.1%ETFLowManhattan, KS2026-10-21
Pinnacle Wealth Planning Services, Inc.
34,090$1.2M0.1%GARPLowMansfield, OH2026-10-27
Red Mountain Financial, LLC
33,964$1.2M1.0%ETFLowFort Collins, CO2026-11-03
BFI Wealth Solutions, LLC
33,352$1.2M0.8%ETFLowDallas, TX2026-10-16
Asset Dedication, LLC
29,645$1.0M0.1%ETFLowSan Francisco, CA2026-11-03
Nicholas Hoffman & Company, Llc.
27,758$971.5K0.0%ETFVery LowAtlanta, GA2026-10-30
Larson Financial Group LLC
25,927$907.4K0.0%GrowthLowSt Louis, MO2026-11-05
Lakewood Asset Management LLC
25,806$903.2K0.5%ValueLowNaperville, IL2026-10-26
Washington Trust Advisors, Inc.
25,380$888.3K0.1%GrowthLowWellesley, MA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
24,796$867.9K0.1%ETFMediumWoodbury, MN2026-10-13
Modera Wealth Management, LLC
24,469$856.4K0.0%ETFVery LowWestwood, NJ2026-10-28
True North Advisors, LLC
23,671$828.5K0.1%CoreMediumDallas, TX2026-10-22
Vise Technologies, Inc.
23,276$814.6K0.0%IndexLowNew York, NY2026-10-29
Harbor Asset Planning, Inc.
22,960$803.7K0.6%ETFVery LowBelmont, MA2026-10-23
Clarity Capital Advisors, LLC
21,985$769.5K0.3%ETFVery LowLakewood Ranch, FL2026-10-27
Townsend Asset Management Corp
21,542$754.0K0.2%CoreLowRaleigh, NC2026-10-29
Axxcess Wealth Management, LLC
21,191$741.7K0.0%CoreLowCarlsbad, CA2026-10-21
Dynamic Advisor Solutions LLC
20,993$734.8K0.0%ETFLowPhoenix, AZ2026-10-13
Wingate Wealth Advisors, Inc.
20,875$730.6K0.3%ETFVery LowLexington, MA2026-10-26
Capital Investment Advisors, LLC
20,392$713.7K0.0%CoreLowAtlanta, GA2026-10-22
Quadcap Wealth Management, LLC
20,180$706.3K0.1%ETFLowFrisco, TX2026-11-02
Clay Northam Wealth Management, LLC
19,295$675.3K0.3%GrowthVery LowHuntington Beach, CA2026-10-13
J. L. Bainbridge & Co., Inc.
18,530$648.6K0.0%GrowthLowSarasota, FL2026-10-20
Capital Investment Advisory Services, LLC
18,330$641.6K0.0%CoreMediumRaleigh, NC2026-10-30
Lodestar Private Asset Management LLC
18,162$635.7K0.1%ETFLowAlamo, CA2026-10-26
CWA Asset Management Group, LLC
17,844$624.6K0.0%CoreMediumNaples, FL2026-10-19
Chicago Partners Investment Group LLC
17,653$629.7K0.0%GARPLowChicago, IL2026-10-27
Cambridge Financial Group, LLC
17,621$670.7K0.2%ETFLowTucson, AZ2026-10-06
Truist Financial Corp
17,373$608.1K0.0%CoreLowCharlotte, NC2026-10-30
Tandem Capital Management Corp
16,953$593.3K0.3%CoreLowWoodcliff Lake, NJ2026-10-22
Financial Synergies Wealth Advisors, Inc.
16,853$589.9K0.0%ETFVery LowHouston, TX2026-10-16
Focus Financial Network, Inc.
16,665$583.3K0.0%ETFLowMinneapolis, MN2026-10-14
Old National Bancorp
16,394$573.8K0.0%CoreLowEvansville, IN2026-10-20
Bailard, Inc.
16,353$572.4K0.0%GrowthMediumFoster City, CA2026-10-13
Brighton Jones LLC
16,325$571.4K0.0%CoreVery LowSeattle, WA2026-11-03
Cidel Asset Management Inc
16,091$563.2K0.0%CoreMediumToronto, Australia2026-10-29
PFG Advisors
16,017$560.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Sowa Financial Group, Inc.
15,210$5320.0%ETFLowLincoln, RI2026-10-26
CoreCap Advisors, LLC
15,052$526.8K0.0%ETFMediumSouthfield, MI2026-10-08
DDD Partners, LLC
15,044$526.5K0.0%CoreMediumBellevue, WA2026-11-02
Root Financial Partners, LLC
14,835$519.2K0.0%ETFMediumEncinitas, CA2026-10-21
Opus Capital Group, LLC
14,685$5140.0%ETFVery LowCincinnati, OH2026-10-30
Tempus Wealth Planning, LLC
14,295$500.3K0.1%ETFMediumIrvine, CA2026-10-14
Mission Wealth Management, LP
14,232$498.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Perigon Wealth Management, LLC
13,973$489.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Cornerstone Wealth Group, LLC
13,203$462.1K0.0%CoreMediumHuntersville, NC2026-11-02
BXM Wealth LLC
13,185$461.5K0.2%GrowthLowEnglewood, CO2026-11-03
Riverchase Wealth Management, LLC
13,036$456.3K0.2%ETFMediumFlower Mound, TX2026-10-28
Wedmont Private Capital
12,989$461.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Plan A Wealth LLC
12,773$447.1K0.2%CoreLowLincoln, NE2026-10-08
Boyce & Associates Wealth Consulting, Inc.
12,558$439.5K0.3%ETFMediumCedar Park, TX2026-10-14
Baker Ellis Asset Management LLC
12,552$439.3K0.0%GARPVery LowVancouver, WA2026-10-14
Mengis Capital Management, Inc.
11,930$417.5K0.1%CoreLowPortland, OR2026-10-13
Appleton Partners Inc
11,915$4170.0%GrowthLowBoston, MA2026-10-30
Directional Asset Management
11,848$414.7K0.3%CoreLowArlington Heights, IL2026-10-22
Fiduciary Financial Group, LLC
11,546$404.1K0.0%ETFLowSan Rafael, CA2026-10-13
Creekside Partners
11,347$397.1K0.1%ETFVery LowPetaluma, CA2026-11-04
KCM Investment Advisors LLC
10,853$379.9K0.0%CoreVery LowGreenbrae, CA2026-10-27
Trust Point Inc.
10,755$376.4K0.0%CoreMediumLa Crosse, WI2026-10-27
SAX Wealth Advisors, LLC
10,700$374.5K0.0%ETFVery LowParsippany, NJ2026-10-13
HUB Investment Partners, LLC
9,864$345.2K0.0%GrowthLowAustin, TX2026-11-03
Facet Wealth, Inc.
9,675$338.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
StoneX Group Inc.
9,620$355.5K0.0%ETFMediumNew York, NY2026-11-03
Smith Salley Wealth Management
9,487$332.0K0.0%GrowthLowGreensboro, NC2026-11-03
Entrewealth, LLC
9,268$324.4K0.1%ETFLowAustin, TX2026-10-14
Ehrlich Financial Group
8,982$314.4K0.2%ETFHighLaguna Niguel, CA2026-10-20
Apella Capital, LLC
8,795$311.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Abound Wealth Management
8,709$304.8K0.1%ETFVery LowFranklin, TN2026-10-26
BIP Wealth, LLC
8,641$302.4K0.0%ETFMediumAtlanta, GA2026-10-22
Ascentis Independent Advisors
8,469$296.4K0.0%ETFLowDallas, TX2026-11-03
Patriot Investment Management Group, Inc.
8,429$295.0K0.0%ETFVery LowKnoxville, TN2026-10-15
Patten & Patten Inc
8,200$287.0K0.0%CoreLowChattanooga, TN2026-10-26
SeaCrest Wealth Management, LLC
7,938$277.8K0.0%GrowthLowPurchase, NY2026-10-21
Evergreen Capital Management LLC
7,855$274.9K0.0%GARPMediumBellevue, WA2026-10-23
Cherry Tree Wealth Management, LLC
7,446$260.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
Sprinkle Financial Consultants LLC
7,386$258.5K0.1%ETFLowLittleton, CO2026-10-09
National Wealth Management Group, LLC
7,365$257.8K0.1%ETFMediumCincinnati, OH2026-10-26
RFG Advisory, LLC
7,350$257.3K0.0%ETFMediumBirmingham, AL2026-11-03
Gateway Investment Advisers LLC
7,323$256.3K0.0%GrowthLowCincinnati, OH2026-10-13
Parallel Advisors, LLC
7,180$251.3K0.0%IndexLowSan Francisco, CA2026-11-03
Signature Estate & Investment Advisors LLC
7,045$246.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Williams & Novak Wealth Management, LLC
7,000$245.0K0.1%ETFMediumWestlake Village, CA2026-10-09
Clark Asset Management, LLC
6,795$237.8K0.0%ETFVery LowStratham, NH2026-10-19
Quadrant Capital Group LLC
6,765$241.4K0.0%CoreLowCincinnati, OH2026-10-20
Zenith Solutions, Inc.
6,617$231.6K0.2%ETFN/APhiladelphia, PA2026-10-19
Burton Enright Welch
6,583$230.4K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Sovran Advisors, LLC
6,461$235.5K0.0%ETFMediumSan Diego, CA2026-11-02
Integral Investment Advisors, Inc.
6,392$223.7K0.0%ETFVery LowTurlock, CA2026-11-03
Arnold Financial Planning LLC
6,341$221.9K0.2%ETFVery LowHiawatha, IA2026-10-20
Everhart Financial Group, Inc.
6,061$212.1K0.0%ETFLowDublin, OH2026-10-08
Assetmark, Inc
5,916$207.1K0.0%ETFLowConcord, CA2026-10-21
Western Financial Corp
5,892$206.2K0.1%MomentumHighSan Diego, CA2026-10-14
MBE Wealth Management, LLC
5,877$205.7K0.1%ETFVery LowTomah, WI2026-10-26
Scheeler Financial LLC
5,814$203.5K0.2%CoreN/AWest Chester, OH2026-10-13
Prospera Financial Services Inc
5,637$202.9K0.0%CoreMediumDallas, TX2026-11-04
Dhjj Financial Advisors, Ltd.
5,443$190.5K0.1%ETFVery LowNaperville, IL2026-10-23
Signaturefd, LLC
4,927$172.4K0.0%IndexLowAtlanta, GA2026-10-23
Plante Moran Financial Advisors, LLC
4,793$167.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Kelleher Financial Advisors
4,724$165.3K0.0%CoreMediumNew York, NY2026-10-30
Kings Path Partners LLC
4,587$160.5K0.0%ETFVery LowSugar Land, TX2026-10-21
Navigoe, LLC
4,316$1510.0%ETFVery LowRedondo Beach, CA2026-11-04
Creative Financial Designs Inc
3,742$131.0K0.0%ETFMediumKokomo, IN2026-11-04
Arlington Trust Co LLC
2,930$102.6K0.0%ETFMediumBirmingham, AL2026-10-20
Murphy & Mullick Capital Management Corp
2,756$96.5K0.1%GrowthLowSmithtown, NY2026-11-02
Fairway Wealth LLC
2,466$86.3K0.0%ETFLowIndependence, OH2026-10-30
Ashton Thomas Securities, LLC
2,250$78.8K0.0%ETFMediumRochester, NY2026-10-26
Ashton Thomas Private Wealth, LLC
2,212$77.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Activest Wealth Management
2,143$75.0K0.0%ETFLowAventura, FL2026-10-15
Elevate Wealth Advisory, Inc
2,132$74.6K0.0%ETFVery LowAthens, GA2026-10-29
Valley National Advisers Inc
1,917$67.1K0.0%ETFLowBethlehem, PA2026-10-23
Key Capital Management, Inc
1,880$65.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Chilton Capital Management LLC
1,755$61.4K0.0%GrowthMediumHouston, TX2026-10-28
Signature Resources Capital Management, LLC
1,675$58.6K0.0%ETFLowNewport Beach, CA2026-10-16
MidAtlantic Capital Management, Inc.
1,585$55.5K0.0%ETFVery LowRichmond, VA2026-11-05
Hoey Investments, Inc
1,504$52.6K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Gamma Investing LLC
1,375$48.1K0.0%IndexVery LowFoster City, CA2026-10-08
PFS Partners, LLC
1,237$43.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
McCarley & Cook Financial Planners
1,211$42.4K0.0%ETFLowCincinnati, OH2026-10-21
Balance Wealth Partners LLC
1,210$42.4K0.0%ETFMediumWorthington, OH2026-10-27
Bfsg, LLC
1,174$41.1K0.0%CoreLowIrvine, CA2026-10-30
Financial Perspectives, Inc
1,088$38.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Burk Holdings LLC
1,011$35.4K0.0%ETFVery LowTulsa, OK2026-11-05
Adirondack Trust Co
997$34.9K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Cdkv Holdings LLC
919$32.2K0.0%ETFMediumDenver, CO2026-10-28
Cassaday & Co Wealth Management LLC
854$29.9K0.0%ETFVery LowMclean, VA2026-10-27
Hamilton Point Investment Advisors, LLC
840$29.4K0.0%CoreLowChapel Hill, NC2026-11-03
Align Financial, LLC
759$26.6K0.0%ETFVery LowHermantown, MN2026-10-16
Compass Financial Management LLC
759$26.6K0.0%CoreN/ATampa, FL2026-10-30
Nova Financial LLC
633$22.2K0.0%N/AN/ATucson, AZ2026-11-04
Lodestone Wealth Management LLC
618$21.6K0.0%CoreLowSpokane, WA2026-10-14
Key FInancial Inc
587$20.5K0.0%ETFLowWest Chester, PA2026-11-02
Mainstream Capital Management LLC
583$20.4K0.0%GrowthLowLos Angeles, CA2026-10-23
Next Level Wealth Planning, LLC
527$18.4K0.0%ETFVery LowMeridian, ID2026-10-29
Blue Trust, Inc.
472$16.5K0.0%ETFLowBrentwood, TN2026-10-15
Prudent Man Investment Management, Inc.
417$14.6K0.0%ETFVery LowLouisville, CO2026-11-03
First Bancorp, Inc
408$14.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
Salomon & Ludwin, LLC
400$14.0K0.0%ETFVery LowRichmond, VA2026-10-29
Essential Investment Partners LLC
380$13.3K0.0%GrowthLowEnglewood, CO2026-10-27
Citigroup Inc
368$12.9K0.0%CoreMediumNew York, NY2026-11-04
Kozak & Associates, Inc.
362$13.0K0.0%ETFLowHighlands Ranch, CO2026-10-29
Spire Wealth Management
361$12.6K0.0%GrowthMediumMclean, VA2026-10-30
Downshift Financial, LLC
339$11.9K0.0%ETFLowBoulder, CO2026-10-13
Rydar Equities, Inc.
327$11.6K0.0%CoreVery LowWeatherford, TX2026-10-13
GGM Financial LLC
327$11.4K0.0%ETFMediumColumbus, OH2026-11-05
High Note Wealth, LLC
296$10.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Team Financial Group, LLC
290$10.1K0.0%ETFLowTemecula, CA2026-10-30
Archer Investment Corp
256$9.0K0.0%CoreMediumCarmel, IN2026-11-05
Midwest Capital Advisors, LLC
215$7.5K0.0%ETFHighGrand Rapids, MI2026-11-04
Jnba Financial Advisors
194$6.8K0.0%ETFMediumBloomington, MN2026-11-03
Moisand Fitzgerald Tamayo, LLC
184$6.4K0.0%ETFVery LowOrlando, FL2026-10-15
Godsey & Gibb, Inc
182$6.4K0.0%CoreLowRichmond, VA2026-10-14
Financial Consulate, Inc
171$6.0K0.0%ETFLowHunt Valley, MD2026-10-23
Nfsg Corp
128$4.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Buck Wealth Strategies, LLC
127$4.4K0.0%ValueMediumDenver, CO2026-10-28
DiNuzzo Private Wealth, Inc.
124$4.3K0.0%ETFLowBeaver, PA2026-10-16
Main Street Group, LTD
122$4.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Beacon Investment Advisory Services, Inc.
112$3.9K0.0%GrowthLowMorristown, NJ2026-10-13
Halbert Hargrove Global Advisors, LLC
101$3.5K0.0%ETFLowLong Beach, CA2026-10-16
Center for Financial Planning, Inc.
101$3.5K0.0%ETFLowSouthfied, MI2026-10-26
Trust Co
98$3.4K0.0%ETFVery LowManhattan, KS2026-10-09
Elevation Wealth Partners, LLC
97$3.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Morling Financial Advisors, LLC
92$3.2K0.0%ETFLowFremont, CA2026-10-28
Latitude Advisors, LLC
88$3.1K0.0%ETFLowYorkville, IL2026-10-27
Armstrong Advisory Group, Inc
78$2.7K0.0%ETFHighNeedham, MA2026-10-09
Rossby Financial, LCC
77$2.7K0.0%ETFMediumMelbourne, FL2026-11-05
Owl Creek Wealth Partners LLC
65$2.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Financial Management Professionals, Inc.
48$1.7K0.0%ETFMediumAustin, TX2026-10-23
Mosley Wealth Management
46$1.6K0.0%ETFHighAnaheim, CA2026-10-16
Cordgrass Capital Advisors, LLC
44$1.5K0.0%CoreLowRaleigh, NC2026-10-30
Byrne Asset Management LLC
30$1.1K0.0%CoreLowKingston, NJ2026-10-06
Golden State Wealth Management, LLC
28$9800.0%ETFMediumSanta Ana, CA2026-11-02
Parkside Financial Bank & Trust
27$9300.0%CoreVery LowSaint Louis, MO2026-10-27
Bokf, NA
25$8750.0%CoreLowTulsa, OK2026-10-27
3 Factor Indexing, LLC
25$8690.0%ETFLowSacramento, CA2026-10-15
Hurley Capital, LLC
20$7240.0%GARPMediumNew York, NY2026-11-05
Gen-Wealth Partners Inc
19$6510.0%CoreLowZeeland, MI2026-11-04
EPG Wealth Management LLC
0$30.0%GrowthLowAtlanta, GA2026-11-03