Schwab Fndmn Intl LRG Co. ETFFNDFETF
13F holders, Q2 2024 (June 30)534holders +15
62new positions
46sold out
2famous investors
$35.04avg. 13F price*
At the end of Q2 2024, 534 institutions reported holding Schwab Fndmn Intl LRG Co. ETF (FNDF) in their 13F filings, up 15 from Q1 2024. 62 opened new positions and 46 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.8B), Wealth Enhancement Advisory Services, LLC ($554.3M) and Regions Financial Corp. ($362.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab Fndmn Intl LRG Co. ETF
- CUSIP
- 808524755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $133.1M |
| Exits | 46 | $50.5M |
All 13F filers, Q1 2024 → Q2 2024: 149,522,470 shares bought and 5,306,737 shares sold, net +144,215,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Charles Schwab Investment Management Inc. | 0.91% | Add +23060.0% | 136,414,448 | $4.8B |
| Wealth Enhancement Advisory Services, LLC | 1.32% | Add +5.5% | 15,823,749 | $554.3M |
| Regions Financial Corp. | 2.76% | Add +1.1% | 10,350,036 | $362.6M |
| Auto-Owners Insurance Co | 7.71% | No change | 8,353,000 | $291.9M |
| Wells Fargo & Company | 0.06% | Reduce -1.5% | 6,394,989 | $224.0M |
| Morgan Stanley | 0.02% | Add +0.3% | 5,974,588 | $209.3M |
| Victory Capital Management Inc. | 0.21% | No change | 5,785,140 | $202.7M |
| Bank of America Corp. | 0.02% | Add +4.0% | 5,520,726 | $193.4M |
| Jane Street Group, LLC | 0.21% | Add +149.2% | 5,493,317 | $192.4M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -8.3% | 3,778,025 | $132.3M |
| Ameriprise Financial Inc. | 0.03% | Add +8.6% | 3,639,397 | $127.5M |
| Corient Private Wealth LP | 0.21% | Reduce -2.7% | 3,383,414 | $118.5M |
| Foster & Motley Inc. | 5.63% | Add +0.3% | 2,339,174 | $81.9M |
| 1832 Asset Management L.P. | 0.13% | Reduce -2.9% | 1,977,048 | $69.3M |
| Callan Capital, LLC | 5.54% | Reduce -0.6% | 1,921,269 | $67.3M |
| Alps Advisors Inc. | 0.41% | Reduce -10.7% | 1,693,045 | $59.3M |
| Orion Porfolio Solutions, LLC | 0.60% | Add +8.6% | 1,611,053 | $56.4M |
| Orion Portfolio Solutions, LLC | 0.60% | Add +8.6% | 1,611,053 | $56.4M |
| UBS Group AG | 0.02% | Add +1.8% | 1,446,161 | $50.7M |
| Sequoia Financial Advisors, LLC | 0.59% | Reduce -0.1% | 1,389,325 | $48.7M |
| Capital Advantage, Inc. | 9.82% | Add +38.5% | 1,344,773 | $47.9M |
| Strata Wealth Advisors, LLC | 16.39% | Add +4.6% | 1,358,429 | $47.6M |
| Bank of Montreal | 0.01% | Add +6447.5% | 1,192,504 | $42.2M |
| LPL Financial LLC | 0.02% | Add +4.1% | 1,177,039 | $41.2M |
| Trust Co | 5.10% | Add +0.7% | 1,126,698 | $39.5M |
| StoneX Group Inc. | 3.15% | New | 1,115,551 | $39.4M |
| Osaic Holdings, Inc. | 0.08% | Add +192.7% | 970,049 | $34.0M |
| Mfa Wealth Advisors, LLC | 7.14% | Add +0.9% | 931,630 | $32.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.8% | 896,254 | $31.4M |
| HighTower Advisors, LLC | 0.05% | Add +9.7% | 874,026 | $30.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.5% | 865,617 | $30.3M |
| Unison Advisors LLC | 3.80% | Add +3.5% | 862,376 | $30.3M |
| Charles Schwab Trust Co | 2.71% | Add +2.4% | 836,232 | $29.3M |
| Arlington Financial Advisors, LLC | 6.40% | Reduce -0.2% | 833,610 | $29.2M |
| Private Advisor Group, LLC | 0.19% | Add +17.3% | 826,713 | $29.0M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +5.0% | 816,795 | $28.6M |
| Canandaigua National Bank & Trust Co. | 3.08% | New | 808,427 | $28.3M |
| CVA Family Office, LLC | 4.96% | Reduce -0.8% | 787,043 | $27.6M |
| Cetera Investment Advisers | 0.06% | Add +8.1% | 780,442 | $27.3M |
| McKinley Carter Wealth Services, Inc. | 1.71% | New | 766,600 | $26.9M |
| Exencial Wealth Advisors, LLC | 1.01% | Reduce -10.2% | 761,555 | $26.7M |
| Mariner, LLC | 0.05% | Add +7.0% | 741,624 | $26.0M |
| Barry Investment Advisors, LLC | 8.56% | Add +1.3% | 718,998 | $25.4M |
| JNBA Financial Advisors | 2.65% | Reduce -24.1% | 718,074 | $25.2M |
| Tradition Wealth Management, LLC | 2.43% | Reduce -20.9% | 717,692 | $25.1M |
| Capital Advisors Wealth Management, LLC | 4.85% | Reduce -17.0% | 699,971 | $24.5M |
| Verde Capital Management | 7.61% | Add +3.8% | 684,330 | $24.0M |
| Leavell Investment Management, Inc. | 1.30% | Add +0.6% | 666,858 | $23.6M |
| Opes Wealth Management LLC | 4.57% | Add +0.3% | 625,658 | $21.9M |
| Bell Investment Advisors, Inc | 4.30% | Add +1.8% | 624,806 | $21.9M |
| WESCAP Management Group, Inc. | 6.06% | Add +2.2% | 611,039 | $21.4M |
| Johnson Bixby & Associates, LLC | 3.38% | Add +3.6% | 575,215 | $20.1M |
| Nadler Financial Group, Inc. | 2.36% | Add +7.4% | 573,968 | $20.1M |
| Opus Capital Group, LLC | 2.77% | Add +1.9% | 554,753 | $19.4M |
| Solitude Financial Services | 8.98% | Add +0.8% | 551,859 | $19.3M |
| Cabot Wealth Management Inc. | 2.43% | Reduce -6.4% | 530,093 | $18.6M |
| Resonant Capital Advisors, LLC | 1.49% | Add +3.8% | 519,488 | $18.3M |
| Focus Financial Network, Inc. | 0.76% | Add +0.8% | 490,625 | $17.8M |
| Geneos Wealth Management Inc. | 0.74% | Add +1.0% | 474,037 | $16.6M |
| Carrera Capital Advisors | 5.26% | — | 455,654 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.5% | 450,619 | $15.8M |
| Waterford Advisors, LLC | 6.52% | Add +1.9% | 443,932 | $15.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +2.4% | 443,827 | $15.5M |
| Dynamic Advisor Solutions LLC | 0.49% | Add +7.5% | 441,723 | $15.5M |
| Savant Capital, LLC | 0.15% | Reduce -0.6% | 427,224 | $15.0M |
| Prairiewood Capital, LLC | 6.97% | Reduce -4.0% | 419,456 | $14.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.03% | Add +4.2% | 417,526 | $14.6M |
| Certified Advisory Corp | 1.80% | Add +8.6% | 408,700 | $14.3M |
| Howard Financial Services, LTD. | 2.26% | Add +7.2% | 393,784 | $13.8M |
| Seven Springs Wealth Group, LLC | 5.50% | Add +0.1% | 392,234 | $13.7M |
| Red Tortoise LLC | 7.49% | Add +1.0% | 391,907 | $13.7M |
| Studio Investment Management LLC | 3.12% | Add +0.9% | 384,078 | $13.7M |
| Keudell/Morrison Wealth Management | 3.90% | Add +150.7% | 380,536 | $13.3M |
| Moller Wealth Partners | 3.50% | Add +0.4% | 374,634 | $13.1M |
| Archford Capital Strategies, LLC | 2.10% | Add +2.8% | 369,407 | $12.9M |
| Creative Planning | 0.01% | Add +4.8% | 364,779 | $12.8M |
| Beacon Financial Planning, Inc. | 8.59% | Reduce -1.1% | 360,890 | $12.6M |
| Verum Partners LLC | 4.05% | Add +7.8% | 356,968 | $12.5M |
| Capital Wealth Management, LLC | 5.66% | Add +6.8% | 352,979 | $12.4M |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 347,536 | $12.2M |
| MAI Capital Management | 0.11% | Add +3.8% | 313,479 | $11.0M |
| Gratus Capital, LLC | 0.43% | Add +3.4% | 306,689 | $10.7M |
| BlueSky Wealth Advisors, LLC | 1.78% | New | 302,393 | $10.6M |
| RHS Financial, LLC | 6.45% | Reduce -3.6% | 300,987 | $10.5M |
| Shilanski & Associates, Inc. | 3.41% | Add +3.3% | 289,275 | $10.1M |
| Visionary Horizons, LLC | 7.41% | Reduce -4.7% | 289,033 | $10.1M |
| Arcadia Investment Advisors LLC | 5.65% | Reduce -3.1% | 284,185 | $10.0M |
| Von Berge Wealth Management Group, LLC | 6.32% | Add +0.2% | 283,342 | $9.9M |
| Denver PWM, LLC | 3.95% | New | 282,737 | $9.9M |
| Aspire Wealth Management Corp | 5.60% | Add +23.5% | 279,224 | $9.8M |
| Ethos Financial Group, LLC | 1.71% | Add +1.8% | 271,484 | $9.6M |
| HHM Wealth Advisors, LLC | 1.41% | Add +5.6% | 267,985 | $9.4M |
| American Trust | 0.75% | Add +459.9% | 261,745 | $9.2M |
| SOA Wealth Advisors, LLC. | 1.84% | Reduce -0.9% | 260,935 | $9.1M |
| MML Investors Services, LLC | 0.04% | Reduce -2.0% | 255,962 | $9.0M |
| 1900 Wealth Management LLC | 0.81% | Reduce -18.6% | 246,710 | $8.6M |
| Summit Financial, LLC | 0.39% | No change | 244,373 | $8.6M |
| Marshall Financial Group, LLC | 2.35% | Reduce -0.2% | 240,321 | $8.4M |
| Cahill Financial Advisors Inc. | 1.14% | Reduce -4.1% | 238,267 | $8.3M |
| Collective Family Office LLC | 2.41% | Add +15.9% | 233,619 | $8.2M |
| Pallas Capital Advisors LLC | 0.37% | Reduce -7.1% | 225,332 | $8.1M |
| Your Advocates Ltd., LLP | 3.34% | Add +34.6% | 227,228 | $8.0M |
| Lee Financial Co | 1.27% | Reduce -12.0% | 221,425 | $7.8M |
| Bruce G. Allen Investments, LLC | 6.53% | Reduce -0.6% | 221,604 | $7.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Reduce -7.8% | 219,462 | $7.7M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Reduce -0.9% | 217,630 | $7.6M |
| Cherry Tree Wealth Management, LLC | 1.91% | Add +1.6% | 217,188 | $7.6M |
| FAS Wealth Partners, Inc. | 0.66% | Reduce -0.1% | 216,800 | $7.6M |
| Pennsylvania Capital Management Inc. | 2.93% | Reduce -0.6% | 216,040 | $7.6M |
| MorganRosel Wealth Management, LLC | 2.63% | Add +1.6% | 212,650 | $7.4M |
| Raymond James & Associates | 0.00% | Add +0.6% | 210,555 | $7.4M |
| SageView Advisory Group, LLC | 0.43% | Reduce -85.3% | 199,084 | $7.0M |
| Aspiriant, LLC | 0.28% | Add +1.5% | 199,025 | $7.0M |
| Focus Partners Wealth | 0.02% | Add +98.3% | 194,870 | $6.9M |
| Washington Trust Advisors, Inc. | 0.63% | Reduce -4.5% | 195,822 | $6.9M |
| Ackerman Capital Advisors, LLC | 1.78% | Reduce -7.2% | 192,212 | $6.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.90% | Reduce -3.0% | 191,225 | $6.7M |
| Dupree Financial Group, LLC | 3.13% | Reduce -8.5% | 184,393 | $6.5M |
| Hengehold Capital Management LLC | 0.67% | Reduce -1.3% | 183,980 | $6.4M |
| LVW Advisors, LLC | 0.93% | Add +3.6% | 179,934 | $6.3M |
| Sound Stewardship, LLC | 3.76% | Add +1.8% | 176,534 | $6.2M |
| Aveo Capital Partners, LLC | 0.68% | Add +5.5% | 171,526 | $6.0M |
| Alpha Omega Wealth Management LLC | 1.14% | Add +2.3% | 169,715 | $5.9M |
| Captrust Financial Advisors | 0.02% | Add +106.1% | 168,197 | $5.9M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +7.0% | 166,750 | $5.8M |
| Kavar Capital Partners Group, LLC | 1.05% | Reduce -1.4% | 165,738 | $5.8M |
| Pasadena Private Wealth, LLC | 1.33% | Add +3.8% | 163,564 | $5.7M |
| IFP Advisors, Inc | 0.23% | Reduce -46.0% | 162,357 | $5.7M |
| WealthCare Investment Partners, LLC | 2.53% | Reduce -1.2% | 155,498 | $5.4M |
| IFG Advisory, LLC | 0.35% | Add +0.5% | 154,461 | $5.4M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -0.2% | 148,026 | $5.2M |
| Swisher Financial Concepts, Inc. | 5.04% | Add +1.5% | 141,335 | $5.0M |
| Guardian Financial Partners, LLC | 3.28% | Add +1.9% | 141,023 | $4.9M |
| Ifrah Financial Services, Inc. | 1.40% | Reduce -1.3% | 140,717 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 140,405 | $4.9M |
| Firestone Capital Management | 1.34% | Add +1.3% | 140,154 | $4.9M |
| Alhambra Investment Management LLC | 2.69% | Add +78.4% | 140,006 | $4.9M |
| Principal Securities, Inc. | 0.13% | Add +4.6% | 132,798 | $4.7M |
| Northland Capital Management LLC | 3.18% | Add +3.7% | 129,602 | $4.5M |
| Kaizen Financial Strategies | 2.80% | Add +8.8% | 125,610 | $4.5M |
| CENTRAL TRUST Co | 0.11% | Add +207.3% | 123,364 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -0.6% | 120,141 | $4.2M |
| Systelligence, LLC | 1.11% | Reduce -5.0% | 119,423 | $4.2M |
| Kuhn & Co Investment Counsel | 3.75% | Add +3.6% | 119,367 | $4.2M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Reduce -4.0% | 119,224 | $4.2M |
| Wambolt & Associates, LLC | 1.20% | Add +332.8% | 117,818 | $4.1M |
| Clear Creek Financial Management, LLC | 0.49% | Add +5.0% | 113,672 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3.1% | 114,322 | $4.0M |
| Hardy Reed LLC | 0.40% | Add +0.2% | 112,766 | $4.0M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -2.6% | 112,350 | $3.9M |
| Asio Capital, LLC | 0.77% | Add +8.7% | 106,438 | $3.8M |
| Wealthspan Partners, LLC | 2.03% | Add +5.7% | 105,124 | $3.7M |
| PrairieView Partners, LLC | 0.41% | Reduce -0.8% | 105,018 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.6% | 103,572 | $3.6M |
| Wolf Group Capital Advisors | 1.43% | Reduce -6.2% | 103,313 | $3.6M |
| American Financial & Tax Strategies Inc. | 1.90% | Reduce -3.6% | 102,701 | $3.6M |
| FMR LLC | 0.00% | Add +30.7% | 102,585 | $3.6M |
| Access Financial Services, Inc. | 1.59% | Reduce -0.7% | 100,101 | $3.5M |
| Total Clarity Wealth Management, Inc. | 1.22% | Reduce -2.9% | 100,049 | $3.5M |
| Equitable Holdings, Inc. | 0.04% | Reduce -59.4% | 95,416 | $3.3M |
| Cerro Pacific Wealth Advisors LLC | 1.27% | — | 94,600 | $3.3M |
| Cresset Asset Management, LLC | 0.01% | Add +12.1% | 93,717 | $3.3M |
| Mather Group, Llc. | 0.04% | Reduce -0.9% | 91,325 | $3.3M |
| Rollins Financial Advisors, LLC | 0.55% | Reduce -0.8% | 92,246 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.34% | Add +18.7% | 91,780 | $3.2M |
| MIdWestOne Financial Group, Inc. | 0.55% | Add +13.8% | 87,231 | $3.1M |
| First Pacific Financial | 0.77% | Reduce -1.5% | 85,496 | $3.0M |
| Castle Wealth Management LLC | 1.38% | Reduce -4.5% | 81,782 | $2.9M |
| Apollon Wealth Management, LLC | 0.09% | Add +19.0% | 79,967 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +788.7% | 77,975 | $2.7M |
| Valmark Advisers, Inc. | 0.04% | Reduce -4.9% | 74,485 | $2.6M |
| Waterfront Wealth Inc. | 0.70% | Reduce -8.6% | 73,938 | $2.6M |
| Sigma Planning Corp | 0.08% | Reduce -65.8% | 73,722 | $2.6M |
| Occidental Asset Management, LLC | 0.44% | Add +4.2% | 72,019 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.9% | 68,554 | $2.4M |
| Lunt Capital Management, Inc. | 1.18% | Add +7.2% | 68,346 | $2.4M |
| Sebold Capital Management, Inc. | 1.62% | Add +12.1% | 66,793 | $2.3M |
| Brightwater Advisory LLC | 1.80% | Add +1.7% | 66,407 | $2.3M |
| Quadcap Wealth Management, LLC | 0.42% | New | 65,758 | $2.3M |
| LongView Wealth Management | 0.85% | Add +54.8% | 65,421 | $2.3M |
| Pension & Wealth Management Advisors, Inc. | 1.31% | Reduce -1.3% | 64,894 | $2.3M |
| Glenmede Trust Co. NA | 0.01% | No change | 61,400 | $2.2M |
| Debussy Capital Management LP | 0.61% | Reduce -2.1% | 61,358 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +8.2% | 61,323 | $2.1M |
| True North Advisors, LLC | 0.57% | Reduce -1.6% | 60,918 | $2.1M |
| Merriman Wealth Management, LLC | 0.09% | Reduce -1.6% | 60,515 | $2.1M |
| Personal Cfo Solutions, LLC | 0.32% | New | 58,855 | $2.1M |
| HBK Sorce Advisory LLC | 0.07% | No change | 57,543 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +7.2% | 57,430 | $2.0M |
| Peoples Bank | 1.04% | Add +1.3% | 57,245 | $2.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +24.3% | 56,321 | $2.0M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -15.8% | 54,177 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.8% | 53,830 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +186.9% | 53,668 | $1.9M |
| Aptus Capital Advisors, LLC | 0.04% | Add +0.6% | 53,499 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +3.7% | 53,076 | $1.9M |
| Mendel Capital Management LLC | 1.18% | Reduce -0.3% | 52,145 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.21% | Reduce -0.3% | 51,716 | $1.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +62.9% | 51,295 | $1.8M |
| Kathmere Capital Management, LLC | 0.18% | Add +7.9% | 48,729 | $1.7M |
| Rf&l Wealth Management, LLC | 1.30% | Add +0.0% | 48,663 | $1.7M |
| Janiczek Wealth Management, LLC | 0.36% | Add +2.6% | 48,297 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -2.6% | 48,022 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +22.7% | 47,680 | $1.7M |
| Provident Wealth Management, LLC | 0.60% | Reduce -0.8% | 46,837 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.5% | 44,130 | $1.5M |
| Quantinno Capital Management LP | 0.03% | No change | 43,743 | $1.5M |
| Eagle Strategies LLC | 0.29% | New | 42,595 | $1.5M |
| Lakewood Asset Management LLC | 1.04% | Add +4.7% | 42,590 | $1.5M |
| Betterment LLC | 0.00% | Add +7.1% | 42,270 | $1.5M |
| Mason Investment Advisory Services, Inc. | 0.09% | No change | 42,266 | $1.5M |
| Cutler Investment Counsel LLC | 0.20% | Add +2.8% | 41,572 | $1.5M |
| Tempus Wealth Planning, LLC | 0.61% | Add +1.7% | 41,908 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +4.9% | 41,474 | $1.5M |
| &partners | 0.06% | New | 40,555 | $1.4M |
| Stage Harbor Financial, LLC | 1.37% | No change | 40,494 | $1.4M |
| Cidel Asset Management Inc. | 0.11% | No change | 40,303 | $1.4M |
| National Bank of Canada | 0.00% | Add +31.3% | 40,100 | $1.4M |
| Keystone Wealth Services, LLC | 0.43% | Add +14.9% | 39,427 | $1.4M |
| Arete Wealth Advisors, LLC | 0.11% | Add +3.5% | 38,735 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.49% | Reduce -0.6% | 38,049 | $1.3M |
| Clearview Wealth Advisors LLC | 1.15% | New | 37,622 | $1.3M |
| Elevation Wealth Partners, LLC | 0.61% | Reduce -2.5% | 36,601 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Add +5.6% | 36,454 | $1.3M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -0.2% | 35,848 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -17.6% | 35,539 | $1.2M |
| Creekside Partners | 0.68% | — | 34,908 | $1.2M |
| Wade Financial Advisory, Inc | 0.44% | Reduce -4.5% | 34,884 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Add +1.1% | 34,617 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +23.6% | 34,224 | $1.2M |
| Lutz Financial Services LLC | 0.10% | Reduce -2.9% | 33,753 | $1.2M |
| Northwest Wealth Management, LLC | 0.29% | Reduce -0.4% | 32,463 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +41.5% | 31,801 | $1.1M |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -6.8% | 31,726 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.84% | Add +5.5% | 31,600 | $1.1M |
| Salem Investment Counselors Inc. | 0.04% | Add +6.2% | 30,837 | $1.1M |
| Archvest Wealth Advisors, Inc. | 0.68% | Add +6.3% | 29,271 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +5.2% | 28,176 | $987K |
| CPC Advisors, LLC | 0.16% | Reduce -7.3% | 27,792 | $974K |
| DDD Partners, LLC | 0.11% | Add +3.0% | 27,229 | $954K |
| Quantum Portfolio Management LLC | 0.54% | Add +49.9% | 26,941 | $944K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -7.8% | 26,444 | $935K |
| Ieq Capital, LLC | 0.01% | No change | 25,752 | $902K |
| Princeton Global Asset Management LLC | 0.20% | Add +0.9% | 25,743 | $902K |
| DHJJ Financial Advisors, Ltd. | 0.38% | Add +1.8% | 25,589 | $896K |
| Private Capital Management LLC | 0.18% | Reduce -7.0% | 25,153 | $881K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.1% | 25,107 | $880K |
| Cornerstone Planning Group LLC | 0.25% | New | 25,681 | $866K |
| Vise Technologies, Inc. | 0.15% | Add +314.2% | 24,313 | $852K |
| Financial Perspectives, Inc | 0.31% | No change | 24,230 | $849K |
| Stone Summit Wealth LLC | 0.30% | Reduce -0.4% | 24,090 | $844K |
| Mayfair Advisory Group, LLC | 0.55% | Add +68.7% | 22,202 | $808K |
| Roger Wittlin Investment Advisory, LLC | 0.51% | Add +0.3% | 22,852 | $801K |
| Coldstream Capital Management Inc. | 0.02% | Add +1.6% | 22,735 | $796K |
| Asset Dedication, LLC | 0.05% | Reduce -0.7% | 22,293 | $781K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +167.1% | 22,297 | $776K |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +9.6% | 21,831 | $765K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +18.9% | 21,774 | $763K |
| Lanark Financial, Inc. | 0.07% | Add +322.0% | 21,354 | $748K |
| Modera Wealth Management, LLC | 0.01% | Reduce -5.8% | 21,263 | $745K |
| RFG Advisory, LLC | 0.02% | Reduce -21.3% | 21,208 | $743K |
| Composition Wealth, LLC | 0.02% | Reduce -1.5% | 21,140 | $741K |
| AdvisorNet Financial, Inc | 0.07% | Add +18.8% | 20,873 | $731K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.5% | 25,064 | $730K |
| Comerica Bank | 0.00% | Add +16.0% | 20,205 | $708K |
| Altfest L J & Co. Inc. | 0.10% | Reduce -6.8% | 19,951 | $699K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 19,867 | $696K |
| Northern Trust Corp. | 0.00% | Reduce -47.8% | 19,283 | $675K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +36.2% | 19,007 | $672K |
| Foresight Capital Management Advisors, Inc. | 0.45% | Reduce -2.3% | 18,934 | $663K |
| WealthShield Partners, LLC | 0.10% | Reduce -30.4% | 18,615 | $658K |
| Advus Financial Partners, LLC | 0.20% | Reduce -24.8% | 18,642 | $653K |
| Kings Path Partners LLC | 0.30% | — | 18,348 | $643K |
| Lido Advisors, LLC | 0.01% | Add +2.7% | 18,167 | $642K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.2% | 18,157 | $636K |
| Valley National Advisers Inc. | 0.09% | Reduce -3.8% | 17,909 | $627K |
| Larson Financial Group LLC | 0.04% | Add +108.1% | 17,809 | $624K |
| James Investment Research, Inc. | 0.07% | Reduce -0.9% | 17,807 | $624K |
| Warner Financial, Inc. | 0.30% | Add +17.7% | 17,781 | $623K |
| Park Avenue Securities LLC | 0.01% | Add +12.2% | 17,757 | $622K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -36.7% | 17,454 | $617K |
| G2 Capital Management, LLC / Oh | 0.19% | Reduce -24.8% | 17,278 | $605K |
| Van Den Berg Management I, Inc. | 0.18% | Reduce -16.9% | 17,060 | $598K |
| Synovus Financial Corp. | 0.01% | Add +10.5% | 17,001 | $596K |
| Citadel Advisors | 0.00% | Reduce -40.6% | 16,843 | $590K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -0.1% | 16,655 | $583K |
| Francis Financial, Inc. | 0.18% | New | 16,654 | $583K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.7% | 16,270 | $570K |
| PCA Investment Advisory Services Inc. | 0.30% | Reduce -2.5% | 16,267 | $570K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -7.1% | 15,588 | $564K |
| MBE Wealth Management, LLC | 0.34% | Add +22.4% | 16,098 | $564K |
| Asset Management Group, Inc. | 0.08% | Add +0.5% | 15,921 | $558K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.5% | 15,874 | $556K |
| WCG Wealth Advisors LLC | 0.04% | Add +18.3% | 15,702 | $550K |
| Cambridge Financial Group, LLC | 0.25% | Reduce -0.6% | 15,625 | $547K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 15,442 | $541K |
| Menlo Advisors LLC | 0.30% | New | 15,403 | $539K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -63.2% | 15,366 | $538K |
| Evanson Asset Management, LLC | 0.04% | No change | 15,209 | $533K |
| Whitener Capital Management, Inc. | 0.16% | Add +27.0% | 14,942 | $523K |
| Strategic Blueprint, LLC | 0.04% | Reduce -2.4% | 14,678 | $514K |
| Sanctuary Advisors, LLC | 0.00% | — | 14,608 | $511K |
| OneDigital Investment Advisors LLC | 0.01% | New | 14,307 | $501K |
| Ritholtz Wealth Management | 0.02% | Add +69.0% | 14,209 | $498K |
| Farther Finance Advisors, LLC | 0.02% | Add +47.1% | 14,174 | $497K |
| Versant Capital Management, Inc | 0.13% | Add +2.3% | 14,149 | $496K |
| LaSalle St. Investment Advisors, LLC | 0.25% | Reduce -13.1% | 14,104 | $494K |
| Clarity Capital Advisors, LLC | 0.38% | No change | 14,085 | $493K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 14,084 | $493K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +20.6% | 14,100 | $493K |
| First Trust Direct Indexing L.P. | 0.03% | No change | 13,726 | $481K |
| Clearstead Advisors, LLC | 0.01% | Add +136.5% | 13,405 | $470K |
| Appleton Partners Inc. | 0.04% | Reduce -39.9% | 13,359 | $468K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.2% | 13,274 | $465K |
| Trivium Point Advisory, LLC | 0.07% | Add +19.2% | 13,159 | $461K |
| Squarepoint Ops LLC | 0.00% | Reduce -7.6% | 12,884 | $451K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +54.4% | 12,785 | $448K |
| Global Retirement Partners, LLC | 0.01% | Add +5.5% | 12,627 | $442K |
| Evergreen Capital Management LLC | 0.02% | No change | 12,446 | $440K |
| Aviance Capital Partners, LLC | 0.06% | No change | 12,453 | $436K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.2% | 12,016 | $428K |
| Regal Investment Advisors LLC | 0.03% | Reduce -2.2% | 12,209 | $428K |
| Brighton Jones LLC | 0.01% | Add +37.3% | 12,144 | $425K |
| Mission Wealth Management, LP | 0.01% | Reduce -66.2% | 12,139 | $425K |
| WR Wealth Planners, LLC | 0.13% | Reduce -5.7% | 12,083 | $423K |
| Asset Allocation Strategies LLC | 0.14% | New | 12,046 | $422K |
| Power Wealth Management LLC | 0.20% | New | 12,036 | $422K |
| Atria Investments, Inc | 0.01% | New | 12,033 | $422K |
| Kiley Juergens Wealth Management, LLC | 0.12% | Add +2.7% | 12,031 | $421K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -19.3% | 11,991 | $420K |
| Fisher Asset Management | 0.00% | Add +11.3% | 11,800 | $413K |
| WESPAC Advisors, LLC | 0.32% | Reduce -3.9% | 11,675 | $409K |
| Seed Wealth Management, Inc. | 0.35% | No change | 11,615 | $407K |
| Wealthfront Advisers LLC | 0.00% | Reduce -9.9% | 11,468 | $402K |
| Simplicity Wealth,LLC | 0.01% | Add +8.5% | 11,409 | $400K |
| Fortress Wealth Management, Inc. | 0.20% | No change | 11,369 | $398K |
| Everhart Financial Group, Inc. | 0.10% | No change | 11,209 | $393K |
| SOL Capital Management CO | 0.05% | Reduce -1.5% | 11,000 | $385K |
| Private Wealth Management Group, LLC | 0.17% | No change | 10,907 | $382K |
| Sugarloaf Wealth Management, LLC | 0.07% | No change | 10,445 | $366K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 10,411 | $365K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.3% | 10,369 | $363K |
| 17 Capital Partners, LLC | 0.25% | Add +4.3% | 10,210 | $358K |
| Vanguard Group Inc. | 0.00% | Add +12.2% | 10,186 | $357K |
| Townsquare Capital LLC | 0.00% | Reduce -34.0% | 10,162 | $356K |
| Wedmont Private Capital | 0.02% | No change | 9,692 | $353K |
| D'Orazio & Associates, Inc. | 0.05% | Reduce -0.4% | 9,820 | $344K |
| Bank of New York Mellon Corp | 0.00% | New | 9,732 | $341K |
| Truist Financial Corp. | 0.00% | Reduce -15.0% | 9,732 | $341K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +3.4% | 9,703 | $340K |
| Empower Advisory Group, LLC | 0.00% | Add +26.0% | 9,584 | $336K |
| Waverly Advisors, LLC | 0.01% | New | 9,577 | $335K |
| Addison Advisors LLC | 0.11% | Reduce -0.0% | 9,572 | $335K |
| Selective Wealth Management, Inc. | 0.14% | Add +0.9% | 9,088 | $323K |
| JMG Financial Group, Ltd. | 0.01% | New | 9,087 | $318K |
| Ade, LLC | 0.21% | No change | 9,059 | $317K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 8,556 | $311K |
| Capital Analysts, LLC | 0.01% | New | 8,822 | $309K |
| Canvas Wealth Advisors, LLC | 0.10% | New | 8,641 | $308K |
| Birchcreek Wealth Management, LLC | 0.17% | Reduce -52.5% | 8,783 | $308K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 8,695 | $305K |
| Mainsail Financial Group, LLC | 0.18% | No change | 8,565 | $300K |
| Johnson Investment Counsel Inc. | 0.00% | Add +14.2% | 8,539 | $299K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 8,538 | $299K |
| Lauterbach Financial Advisors, LLC | 0.20% | Reduce -1.9% | 8,592 | $297K |
| Texas Yale Capital Corp. | 0.01% | Add +14.3% | 8,461 | $296K |
| Milestone Investment Advisors LLC | 0.08% | Reduce -33.2% | 8,330 | $292K |
| Elgethun Capital Management | 0.07% | Add +2.3% | 8,294 | $291K |
| Howe & Rusling Inc. | 0.03% | Add +4.2% | 8,214 | $288K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -17.1% | 8,036 | $282K |
| NBT Bank, N.A. | 0.02% | Reduce -0.0% | 8,015 | $281K |
| Seven Mile Advisory | 0.21% | No change | 8,000 | $280K |
| MidAtlantic Capital Management, Inc. | 0.23% | Add +24.7% | 7,979 | $280K |
| PDS Planning, Inc | 0.03% | No change | 7,902 | $277K |
| Pinnacle Financial Partners Inc | 0.01% | Add +1.8% | 7,895 | $277K |
| Global Assets Advisory, LLC | 0.43% | Add +496.4% | 7,753 | $272K |
| Parallel Advisors, LLC | 0.01% | Add +0.4% | 7,742 | $271K |
| HUB Investment Partners, LLC | 0.01% | Add +0.7% | 7,711 | $270K |
| Concentric Wealth Management, LLC | 0.07% | Add +9.9% | 7,685 | $269K |
| Crescent Sterling, Ltd. | 0.26% | No change | 7,656 | $268K |
| Private Ocean, LLC | 0.02% | No change | 7,635 | $267K |
| Harbour Investment Management LLC | 0.12% | No change | 7,539 | $266K |
| Noesis Capital Mangement Corp. | 0.06% | New | 7,462 | $261K |
| Morris Financial Concepts, Inc. | 0.12% | Reduce -11.5% | 7,444 | $261K |
| Werba Rubin Papier Wealth Management | 0.07% | No change | 7,348 | $257K |
| Goodman Financial Corp | 0.06% | New | 7,312 | $256K |
| William Howard & Co Financial Advisors Inc | 0.24% | No change | 7,267 | $255K |
| Condor Capital Management | 0.02% | New | 7,222 | $253K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -0.3% | 7,162 | $251K |
| Choreo, LLC | 0.00% | Add +6.8% | 7,115 | $250K |
| Balboa Wealth Partners | 0.07% | Add +12.8% | 7,111 | $249K |
| Creative Financial Designs Inc. | 0.02% | Add +2.6% | 7,051 | $247K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +8.5% | 6,946 | $245K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 6,782 | $238K |
| Viawealth, LLC | 0.15% | Reduce -13.4% | 6,760 | $237K |
| Mutual Advisors, LLC | 0.01% | Add +1.6% | 6,642 | $237K |
| MCF Advisors LLC | 0.02% | Add +22.3% | 6,734 | $236K |
| AlphaCore Capital LLC | 0.06% | Add +12.7% | 6,637 | $235K |
| Patten & Patten Inc. | 0.02% | New | 6,696 | $235K |
| GTS Securities LLC | 0.00% | New | 6,689 | $234K |
| Gradient Investments LLC | 0.01% | Reduce -6.0% | 6,632 | $232K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -34.0% | 6,503 | $232K |
| Signaturefd, LLC | 0.00% | Reduce -36.2% | 6,553 | $230K |
| Old Mission Capital LLC | 0.01% | Reduce -96.4% | 6,466 | $227K |
| NewEdge Wealth, LLC | 0.00% | New | 6,405 | $224K |
| AE Wealth Management LLC | 0.00% | New | 6,278 | $220K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | New | 6,257 | $219K |
| Berger Financial Group, Inc | 0.02% | No change | 6,252 | $219K |
| Simon Quick Advisors, LLC | 0.02% | New | 6,208 | $217K |
| Prospera Financial Services Inc | 0.01% | New | 6,078 | $213K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,910 | $207K |
| Leuthold Group, LLC | 0.02% | Reduce -0.1% | 5,867 | $206K |
| Red Mountain Financial, LLC | 0.25% | — | 5,842 | $205K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 5,789 | $205K |
| US Bancorp \de | 0.00% | Add +92.9% | 5,609 | $196K |
| Allworth Financial LP | 0.00% | Add +0.3% | 5,476 | $196K |
| Northwest Capital Management Inc | 0.07% | No change | 5,455 | $191K |
| Abound Wealth Management | 0.06% | No change | 5,026 | $176K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -57.3% | 4,993 | $175K |
| Balentine LLC | 0.01% | Reduce -1.7% | 4,616 | $162K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -3.2% | 4,487 | $157K |
| DiNuzzo Private Wealth, Inc. | 0.02% | New | 4,440 | $156K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -13.1% | 4,213 | $148K |
| Smithfield Trust Co | 0.01% | No change | 4,040 | $141K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.7% | 3,692 | $129K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.5% | 3,684 | $129K |
| Accent Capital Management, LLC | 0.07% | New | 3,344 | $117K |
| Jones Financial Companies LLLP | 0.00% | Add +143.7% | 3,270 | $115K |
| Venturi Wealth Management, LLC | 0.01% | New | 3,231 | $113K |
| McIlrath & Eck, LLC | 0.02% | Add +273.5% | 3,063 | $107K |
| Cardinal Strategic Wealth Guidance | 0.03% | New | 2,591 | $91K |
| Townsend Asset Management Corp. /NC/ | 0.04% | Reduce -2.3% | 2,582 | $90K |
| NorthRock Partners, LLC | 0.00% | Add +3630.3% | 2,462 | $87K |
| Sandy Spring Bank | 0.00% | Add +8166.7% | 2,480 | $87K |
| Tompkins Financial Corp. | 0.01% | No change | 2,338 | $82K |
| Sittner & Nelson, LLC | 0.04% | New | 2,226 | $78K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.4% | 2,209 | $77K |
| Avior Wealth Management, LLC | 0.00% | Reduce -59.9% | 2,063 | $72K |
| Glassman Wealth Services | 0.01% | No change | 1,796 | $63K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -35.5% | 1,791 | $63K |
| Arlington Trust Co LLC | 0.01% | No change | 1,786 | $63K |
| Winch Advisory Services, LLC | 0.02% | No change | 1,746 | $61K |
| Continuum Advisory, LLC | 0.01% | Add +37.1% | 1,657 | $58K |
| Weaver Capital Management LLC | 0.02% | No change | 1,571 | $55K |
| Bessemer Group Inc. | 0.00% | No change | 1,548 | $54K |
| Caitlin John, LLC | 0.04% | No change | 1,493 | $52K |
| American National Bank & Trust | 0.01% | No change | 1,466 | $51K |
| Family Capital Trust Co | 0.02% | No change | 1,363 | $48K |
| Cedar Wealth Management, LLC | 0.01% | No change | 1,300 | $46K |
| Citigroup Inc. | 0.00% | Reduce -7.8% | 1,297 | $45K |
| Fifth Third Bancorp | 0.00% | Add +8.7% | 1,201 | $42K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,200 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,114 | $39K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 1,104 | $39K |
| Ancora Advisors LLC | 0.00% | Add +1.6% | 1,095 | $38K |
| SYM FINANCIAL Corp | 0.01% | New | 1,086 | $38K |
| Aspect Partners, LLC | 0.02% | No change | 1,077 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +1470.6% | 1,068 | $37K |
| Spire Wealth Management | 0.00% | Reduce -92.7% | 989 | $35K |
| Clearstead Trust, LLC | 0.01% | No change | 986 | $35K |
| Realta Investment Advisors | 0.01% | No change | 965 | $34K |
| Key Financial Inc | 0.01% | No change | 870 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 853 | $30K |
| Breakwater Investment Management | 0.01% | Reduce -71.8% | 839 | $29K |
| Front Row Advisors LLC | 0.01% | No change | 795 | $28K |
| Headlands Technologies LLC | 0.00% | New | 790 | $28K |
| Angeles Wealth Management, LLC | 0.00% | New | 785 | $27K |
| TruNorth Capital Management, LLC | 0.01% | No change | 769 | $27K |
| WealthCollab, LLC | 0.02% | No change | 762 | $27K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 755 | $26K |
| Triad Wealth Partners, LLC | 0.01% | New | 747 | $26K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 725 | $26K |
| American Capital Advisory, LLC | 0.02% | Add +3.6% | 726 | $24K |
| IAG Wealth Partners, LLC | 0.00% | No change | 559 | $20K |
| Assetmark, Inc. | 0.00% | New | 545 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 528 | $18K |
| SWS Partners | 0.01% | New | 523 | $18K |
| Raleigh Capital Management Inc. | 0.01% | No change | 509 | $18K |
| Oakworth Capital, Inc. | 0.00% | New | 488 | $17K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 485 | $17K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 470 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 453 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 451 | $16K |
| Tucker Asset Management LLC | 0.00% | New | 448 | $16K |
| Dogwood Wealth Management LLC | 0.01% | New | 424 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +23.5% | 399 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 371 | $13K |
| Adirondack Trust Co. | 0.01% | No change | 361 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +0.3% | 357 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | — | 351 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 338 | $12K |
| ORG Partners LLC | 0.00% | New | 337 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 317 | $11K |
| Avion Wealth | 0.00% | No change | 340 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 295 | $10K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 283 | $10K |
| Bogart Wealth, LLC | 0.00% | New | 278 | $10K |
| Register Financial Advisors LLC | 0.00% | No change | 276 | $10K |
| Archer Investment Corp | 0.00% | Reduce -60.3% | 265 | $9K |
| BlackRock Inc. | 0.00% | Add +2100.0% | 264 | $9K |
| Global Wealth Strategies & Associates | 0.00% | No change | 259 | $9K |
| Bfsg, LLC | 0.00% | Reduce -61.9% | 246 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 238 | $8K |
| POM Investment Strategies, LLC | 0.01% | New | 221 | $8K |
| Private Trust Co. NA | 0.00% | Reduce -4.0% | 219 | $8K |
| Wagner Wealth Management, LLC | 0.00% | Add +11.5% | 213 | $7K |
| Heritage Wealth Advisors | 0.00% | No change | 195 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 194 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 175 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 168 | $6K |
| Element Wealth, LLC | 0.00% | No change | 161 | $6K |
| M&R Capital Management Inc. | 0.00% | No change | 153 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 139 | $5K |
| Aspire Private Capital, LLC | 0.00% | No change | 132 | $5K |
| Wiser Advisor Group LLC | 0.01% | Add +0.8% | 130 | $5K |
| EnRich Financial Partners LLC | 0.00% | New | 122 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +98.3% | 117 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 112 | $4K |
| First Command Advisory Services, Inc. | 0.00% | Add +34.3% | 94 | $3K |
| Investors Research Corp | 0.00% | No change | 59 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 58 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 50 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 44 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 42 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 40 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 21 | $736 |
| Smartleaf Asset Management LLC | 0.00% | No change | 20 | $698 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 16 | $560 |
| Founders Financial Alliance, LLC | 0.00% | No change | 14 | $490 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 10 | $362 |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $350 |
| WFA of San Diego, LLC | 0.00% | — | 7 | $246 |
| BNP Paribas Financial Markets | 0.00% | New | 2 | $70 |
| Rice Partnership, LLC | 0.00% | Reduce -98.6% | 2 | $70 |
"% of holder's portfolio" is FNDF's weight in each manager's 13F, not the share of Schwab Fndmn Intl LRG Co. ETF the manager owns.