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T Rowe Price Dividend Growth (TDVG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares463,106 from 452,964
Change+10,142 (+2%)
Value$22.3M (+$140.7K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
NEW
Shares403,100
Change+403,100
Value$19.5M
Filed 2026-11-05
James T. Borello RIA
INCREASED
Shares339,643 from 334,050
Change+5,593 (+2%)
Value$16.4M (+$12.7K)
Filed 2026-10-16
Gaddis Premier Wealth Advisors LLC
NEW
Shares307,540
Change+307,540
Value$14.8M
Filed 2026-10-29
United Advisor Group, LLC
DECREASED
Shares200,554 from 200,703
Change-149 (0%)
Value$9.7M (-$161.7K)
Filed 2026-11-03
Frontier Asset Management, LLC
DECREASED
Shares195,466 from 198,048
Change-2,582 (-1%)
Value$9.4M (-$277.1K)
Filed 2026-10-28
Grant Street Asset Management, Inc.
INCREASED
Shares135,595 from 122,735
Change+12,860 (+10%)
Value$6.5M (+$526.2K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares113,613 from 82,041
Change+31,572 (+38%)
Value$5.5K (-$4.0M)
Filed 2026-11-02
TPG Advisors LLC
INCREASED
Shares93,292 from 89,791
Change+3,501 (+4%)
Value$4.5M (+$99.8K)
Filed 2026-10-16
MBL Wealth, LLC
DECREASED
Shares81,442 from 112,033
Change-30,591 (-27%)
Value$3.9M (-$1.6M)
Filed 2026-10-22
MB, Levis & Associates, LLC
INCREASED
Shares69,000 from 59,470
Change+9,530 (+16%)
Value$3.3M (+$414.2K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares64,689 from 52,052
Change+12,637 (+24%)
Value$3.1M (+$569.8K)
Filed 2026-10-30
Nautilus Advisors LLC
DECREASED
Shares57,656 from 58,203
Change-547 (-1%)
Value$2.8M (-$99.7K)
Filed 2026-10-07
Asset One Wealth Management LLC
DECREASED
Shares55,526 from 105,775
Change-50,249 (-48%)
Value$2.7M (-$2.5M)
Filed 2026-11-02
First Pacific Financial
NEW
Shares54,841
Change+54,841
Value$2.6M
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares51,279 from 43,621
Change+7,658 (+18%)
Value$2.5M (+$336.0K)
Filed 2026-11-02
Lighthouse Wealth Management Inc.
INCREASED
Shares44,174 from 43,043
Change+1,131 (+3%)
Value$2.1M (+$21.4K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
DECREASED
Shares41,730 from 41,792
Change-62 (0%)
Value$2.0M (-$35.2K)
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares38,997 from 39,171
Change-174 (0%)
Value$1.9M (-$29.3K)
Filed 2026-10-08
Nvest Wealth Strategies, Inc.
INCREASED
Shares37,052 from 22,591
Change+14,461 (+64%)
Value$1.8M (+$680.5K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
NEW
Shares32,976
Change+32,976
Value$1.6M
Filed 2026-10-21
Formidable Asset Management, LLC
DECREASED
Shares29,999 from 32,312
Change-2,313 (-7%)
Value$1.5M (+$28.8K)
Filed 2026-11-03
Bill Few Associates, Inc.
INCREASED
Shares28,986 from 28,493
Change+493 (+2%)
Value$1.4M (+$1.9K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
UNCHANGED
Shares28,041 from 28,041
Change0 (0%)
Value$1.4K (-$22)
Filed 2026-10-27
Selby Wealth Management, LLC
DECREASED
Shares27,916 from 27,921
Change-5 (0%)
Value$1.3M (-$21.7K)
Filed 2026-10-16
NavPoint Financial, Inc.
INCREASED
Shares25,782 from 25,722
Change+60 (+0%)
Value$1.2M (-$16.9K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares21,572 from 21,109
Change+463 (+2%)
Value$1.1M (+$12.8K)
Filed 2026-10-13
Studio Investment Management LLC
DECREASED
Shares20,534 from 23,210
Change-2,676 (-12%)
Value$991.0K (-$147.0K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares19,174 from 19,157
Change+17 (+0%)
Value$925.3K (-$14.0K)
Filed 2026-10-22
Winthrop Advisory Group LLC
DECREASED
Shares18,517 from 19,069
Change-552 (-3%)
Value$893.6K (-$41.3K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares17,893 from 17,862
Change+31 (+0%)
Value$863.5K (-$12.2K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares17,765 from 16,532
Change+1,233 (+7%)
Value$857.4K (+$46.8K)
Filed 2026-10-23
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares15,670 from 16,794
Change-1,124 (-7%)
Value$756.2K (-$67.2K)
Filed 2026-10-09
Landaas & Co
NEW
Shares15,233
Change+15,233
Value$735.1K
Filed 2026-10-29
Saxony Capital Management, LLC
INCREASED
Shares14,525 from 14,214
Change+311 (+2%)
Value$701.0K (+$4.1K)
Filed 2026-10-15
Equita Financial Network, Inc.
INCREASED
Shares13,945 from 13,157
Change+788 (+6%)
Value$673.0K (+$27.9K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares13,287 from 13,503
Change-216 (-2%)
Value$641.2K (-$20.8K)
Filed 2026-10-30
Marino, Stram & Associates LLC
INCREASED
Shares12,968 from 12,814
Change+154 (+1%)
Value$625.8K (-$2.4K)
Filed 2026-10-22
BIP Wealth, LLC
DECREASED
Shares12,650 from 12,748
Change-98 (-1%)
Value$610.5K (-$14.6K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
INCREASED
Shares11,843 from 8,793
Change+3,050 (+35%)
Value$571.6K (+$140.4K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares11,440 from 11,301
Change+139 (+1%)
Value$552.1K (-$2.0K)
Filed 2026-10-08
Wealthcare Capital Partners, LLC
INCREASED
Shares11,344 from 11,027
Change+317 (+3%)
Value$547.5K (+$6.8K)
Filed 2026-10-21
Summit Asset Management, LLC
UNCHANGED
Shares11,238 from 11,238
Change0 (0%)
Value$542.3K (-$8.7K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares10,853 from 10,835
Change+18 (+0%)
Value$523.8K (-$7.5K)
Filed 2026-10-09
Beam Wealth Advisors, Inc.
INCREASED
Shares10,739 from 10,717
Change+22 (+0%)
Value$518.3K (-$7.2K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares10,241 from 10,542
Change-301 (-3%)
Value$494.2K (-$22.7K)
Filed 2026-10-14
Future Financial Wealth Managment LLC
UNCHANGED
Shares6,738 from 6,738
Change0 (0%)
Value$325.2K (-$7.3K)
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares6,290 from 6,290
Change0 (0%)
Value$303.6K (-$4.8K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares4,702 from 4,700
Change+2 (+0%)
Value$226.9K (-$3.5K)
Filed 2026-10-23
Independent Financial Group, LLC
NEW
Shares4,660
Change+4,660
Value$224.9K
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares4,548 from 4,560
Change-12 (0%)
Value$219.5K (-$4.1K)
Filed 2026-10-13
Comprehensive Financial Planning, Inc.
INCREASED
Shares4,289 from 4,279
Change+10 (+0%)
Value$207.0K (-$2.8K)
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares3,121
Change+3,121
Value$150.6K
Filed 2026-10-27
Adirondack Trust Co
DECREASED
Shares2,286 from 2,295
Change-9 (0%)
Value$110.3K (-$2.2K)
Filed 2026-10-14
Fairway Wealth LLC
NEW
Shares1,649
Change+1,649
Value$79.6K
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares1,587
Change+1,587
Value$76.6K
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares1,318 from 1,315
Change+3 (+0%)
Value$63.6K (-$864)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares866 from 521
Change+345 (+66%)
Value$41.8K (+$16.3K)
Filed 2026-10-13
Rossby Financial, LCC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$30.9K (-$493)
Filed 2026-11-05
Centerpoint Advisors, LLC
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$25 (-$26.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares450 from 729
Change-279 (-38%)
Value$21.7K (-$14.0K)
Filed 2026-10-08
CoreCap Advisors, LLC
DECREASED
Shares421 from 422
Change-1 (0%)
Value$20.3K (-$324)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
DECREASED
Shares412 from 414
Change-2 (0%)
Value$19.9K (-$416)
Filed 2026-11-05
GGM Financial LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$17.1K (-$233)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$7.1K (-$113)
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$241 (-$4)
Filed 2026-10-21
Citigroup Inc
NEW
Shares1
Change+1
Value$48
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 56,075
Change-56,075 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-21
Legacy Advisors, LLC
CLOSED
Shares0 from 13,433
Change-13,433 (-100%)
Value$0 (-$658.6K)
Filed 2026-10-19
Truist Financial Corp
CLOSED
Shares0 from 10,082
Change-10,082 (-100%)
Value$0 (-$494.3K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 731
Change-731 (-100%)
Value$0 (-$36.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 463
Change-463 (-100%)
Value$0 (-$22.7K)
Filed 2026-10-15
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,396,076
Change-4,396,076 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,762,617
Change-2,762,617 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,541,950
Change-2,541,950 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,588,981
Change-1,588,981 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,527,399
Change-1,527,399 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 570,408
Change-570,408 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 405,008
Change-405,008 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 395,595
Change-395,595 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 362,698
Change-362,698 (-100%)
Value—
FMR LLC
N/A
Shares— from 309,695
Change-309,695 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 301,675
Change-301,675 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 294,417
Change-294,417 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 263,939
Change-263,939 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 236,346
Change-236,346 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 116,664
Change-116,664 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 87,200
Change-87,200 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 45,313
Change-45,313 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 44,174
Change-44,174 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 37,329
Change-37,329 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 35,278
Change-35,278 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 34,499
Change-34,499 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,667
Change-33,667 (-100%)
Value—
&partners
N/A
Shares— from 31,165
Change-31,165 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,487
Change-23,487 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,926
Change-21,926 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 20,818
Change-20,818 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 20,292
Change-20,292 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 18,957
Change-18,957 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,170
Change-18,170 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,983
Change-17,983 (-100%)
Value—
Blair William & Co
N/A
Shares— from 16,292
Change-16,292 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 16,279
Change-16,279 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 15,003
Change-15,003 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 13,378
Change-13,378 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,984
Change-12,984 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,324
Change-12,324 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,125
Change-10,125 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,661
Change-9,661 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 9,482
Change-9,482 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,706
Change-7,706 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,452
Change-7,452 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,428
Change-7,428 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 452
Change-452 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 163
Change-163 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 106
Change-106 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED463,106452,964+10,142+2%$22.2M$22.3M+$140.7K2026-11-02
Confluence Wealth Services, Inc.
NEW403,100—+403,100——$19.5M—2026-11-05
James T. Borello RIA
INCREASED339,643334,050+5,593+2%$16.4M$16.4M+$12.7K2026-10-16
Gaddis Premier Wealth Advisors LLC
NEW307,540—+307,540——$14.8M—2026-10-29
United Advisor Group, LLC
DECREASED200,554200,703-1490%$9.8M$9.7M-$161.7K2026-11-03
Frontier Asset Management, LLC
DECREASED195,466198,048-2,582-1%$9.7M$9.4M-$277.1K2026-10-28
Grant Street Asset Management, Inc.
INCREASED135,595122,735+12,860+10%$6.0M$6.5M+$526.2K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED113,61382,041+31,572+38%$4.0M$5.5K-$4.0M2026-11-02
TPG Advisors LLC
INCREASED93,29289,791+3,501+4%$4.4M$4.5M+$99.8K2026-10-16
MBL Wealth, LLC
DECREASED81,442112,033-30,591-27%$5.5M$3.9M-$1.6M2026-10-22
MB, Levis & Associates, LLC
INCREASED69,00059,470+9,530+16%$2.9M$3.3M+$414.2K2026-10-16
Capital Investment Advisory Services, LLC
INCREASED64,68952,052+12,637+24%$2.6M$3.1M+$569.8K2026-10-30
Nautilus Advisors LLC
DECREASED57,65658,203-547-1%$2.9M$2.8M-$99.7K2026-10-07
Asset One Wealth Management LLC
DECREASED55,526105,775-50,249-48%$5.2M$2.7M-$2.5M2026-11-02
First Pacific Financial
NEW54,841—+54,841——$2.6M—2026-10-14
Kestra Advisory Services, LLC
INCREASED51,27943,621+7,658+18%$2.1M$2.5M+$336.0K2026-11-02
Lighthouse Wealth Management Inc.
INCREASED44,17443,043+1,131+3%$2.1M$2.1M+$21.4K2026-10-13
Beaumont Financial Advisors, LLC
DECREASED41,73041,792-620%$2.0M$2.0M-$35.2K2026-10-22
Apella Capital, LLC
DECREASED38,99739,171-1740%$1.9M$1.9M-$29.3K2026-10-08
Nvest Wealth Strategies, Inc.
INCREASED37,05222,591+14,461+64%$1.1M$1.8M+$680.5K2026-10-14
Newman Dignan & Sheerar, Inc.
NEW32,976—+32,976——$1.6M—2026-10-21
Formidable Asset Management, LLC
DECREASED29,99932,312-2,313-7%$1.4M$1.5M+$28.8K2026-11-03
Bill Few Associates, Inc.
INCREASED28,98628,493+493+2%$1.4M$1.4M+$1.9K2026-10-09
Capital Advisors, Ltd. LLC
UNCHANGED28,04128,04100%$1.4K$1.4K-$222026-10-27
Selby Wealth Management, LLC
DECREASED27,91627,921-50%$1.4M$1.3M-$21.7K2026-10-16
NavPoint Financial, Inc.
INCREASED25,78225,722+60+0%$1.3M$1.2M-$16.9K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED21,57221,109+463+2%$1.0M$1.1M+$12.8K2026-10-13
Studio Investment Management LLC
DECREASED20,53423,210-2,676-12%$1.1M$991.0K-$147.0K2026-10-22
Perigon Wealth Management, LLC
INCREASED19,17419,157+17+0%$939.3K$925.3K-$14.0K2026-10-22
Winthrop Advisory Group LLC
DECREASED18,51719,069-552-3%$934.9K$893.6K-$41.3K2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED17,89317,862+31+0%$875.8K$863.5K-$12.2K2026-10-13
Sigma Planning Corp
INCREASED17,76516,532+1,233+7%$810.5K$857.4K+$46.8K2026-10-23
Schaper Benz & Wise Investment Counsel Inc
DECREASED15,67016,794-1,124-7%$823.4K$756.2K-$67.2K2026-10-09
Landaas & Co
NEW15,233—+15,233——$735.1K—2026-10-29
Saxony Capital Management, LLC
INCREASED14,52514,214+311+2%$696.9K$701.0K+$4.1K2026-10-15
Equita Financial Network, Inc.
INCREASED13,94513,157+788+6%$645.1K$673.0K+$27.9K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED13,28713,503-216-2%$662.1K$641.2K-$20.8K2026-10-30
Marino, Stram & Associates LLC
INCREASED12,96812,814+154+1%$628.3K$625.8K-$2.4K2026-10-22
BIP Wealth, LLC
DECREASED12,65012,748-98-1%$625.1K$610.5K-$14.6K2026-10-22
J. Derek Lewis & Associates Inc.
INCREASED11,8438,793+3,050+35%$431.2K$571.6K+$140.4K2026-11-03
First Heartland Consultants, Inc.
INCREASED11,44011,301+139+1%$554.1K$552.1K-$2.0K2026-10-08
Wealthcare Capital Partners, LLC
INCREASED11,34411,027+317+3%$540.7K$547.5K+$6.8K2026-10-21
Summit Asset Management, LLC
UNCHANGED11,23811,23800%$551.0K$542.3K-$8.7K2026-11-05
Balefire, LLC
INCREASED10,85310,835+18+0%$531.2K$523.8K-$7.5K2026-10-09
Beam Wealth Advisors, Inc.
INCREASED10,73910,717+22+0%$525.5K$518.3K-$7.2K2026-11-03
Davenport & Co LLC
DECREASED10,24110,542-301-3%$516.9K$494.2K-$22.7K2026-10-14
Future Financial Wealth Managment LLC
UNCHANGED6,7386,73800%$332.5K$325.2K-$7.3K2026-10-15
IFP Advisors, Inc
UNCHANGED6,2906,29000%$308.4K$303.6K-$4.8K2026-10-16
Apollon Wealth Management, LLC
INCREASED4,7024,700+2+0%$230.4K$226.9K-$3.5K2026-10-23
Independent Financial Group, LLC
NEW4,660—+4,660——$224.9K—2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED4,5484,560-120%$223.6K$219.5K-$4.1K2026-10-13
Comprehensive Financial Planning, Inc.
INCREASED4,2894,279+10+0%$209.8K$207.0K-$2.8K2026-10-27
William Mack & Associates, Inc.
NEW3,121—+3,121——$150.6K—2026-10-27
Adirondack Trust Co
DECREASED2,2862,295-90%$112.5K$110.3K-$2.2K2026-10-14
Fairway Wealth LLC
NEW1,649—+1,649——$79.6K—2026-10-30
Latitude Advisors, LLC
NEW1,587—+1,587——$76.6K—2026-10-27
Archer Investment Corp
INCREASED1,3181,315+3+0%$64.5K$63.6K-$8642026-11-05
Cape Investment Advisory, Inc.
INCREASED866521+345+66%$25.5K$41.8K+$16.3K2026-10-13
Rossby Financial, LCC
UNCHANGED64064000%$31.4K$30.9K-$4932026-11-05
Centerpoint Advisors, LLC
UNCHANGED52752700%$26.0K$25-$26.0K2026-11-05
Farther Finance Advisors, LLC
DECREASED450729-279-38%$35.8K$21.7K-$14.0K2026-10-08
CoreCap Advisors, LLC
DECREASED421422-10%$20.7K$20.3K-$3242026-10-08
Silver Grove Financial Group, Inc.
DECREASED412414-20%$20.3K$19.9K-$4162026-11-05
GGM Financial LLC
UNCHANGED35535500%$17.4K$17.1K-$2332026-11-05
Assetmark, Inc
UNCHANGED14714700%$7.2K$7.1K-$1132026-10-21
Trust Co of Vermont
UNCHANGED5500%$245$241-$42026-10-21
Citigroup Inc
NEW1—+1——$48—2026-11-04
Axxcess Wealth Management, LLC
CLOSED056,075-56,075-100%$2.7M$0-$2.7M2026-10-21
Legacy Advisors, LLC
CLOSED013,433-13,433-100%$658.6K$0-$658.6K2026-10-19
Truist Financial Corp
CLOSED010,082-10,082-100%$494.3K$0-$494.3K2026-10-30
Cornerstone Planning Group LLC
CLOSED0731-731-100%$36.0K$0-$36.0K2026-10-16
AdvisorNet Financial, Inc
CLOSED0463-463-100%$22.7K$0-$22.7K2026-10-15
Sequoia Financial Advisors, LLC
N/A—4,396,076-4,396,076-100%$215.5M———
National Pension Service
N/A—2,762,617-2,762,617-100%$135.5M———
Bank of America Corp
N/A—2,541,950-2,541,950-100%$124.6M———
Northwestern Mutual Wealth Management Co
N/A—1,588,981-1,588,981-100%$77.9M———
Price T Rowe Associates Inc
N/A—1,527,399-1,527,399-100%$74.9M———
Jones Financial Companies Lllp
N/A—570,408-570,408-100%$27.6M———
Rockefeller Capital Management L.P.
N/A—405,008-405,008-100%$19.9M———
Yarger Wealth Strategies, LLC
N/A—395,595-395,595-100%$19.6M———
Cetera Investment Advisers
N/A—362,698-362,698-100%$17.8M———
FMR LLC
N/A—309,695-309,695-100%$15.2M———
LPL Financial LLC
N/A—301,675-301,675-100%$14.8M———
Allworth Financial LP
N/A—294,417-294,417-100%$14.4M———
Envestnet Asset Management Inc
N/A—263,939-263,939-100%$12.9M———
Focus Partners Wealth
N/A—236,346-236,346-100%$11.6M———
Centaurus Financial, Inc.
N/A—116,664-116,664-100%$5.7M———
Sandy Cove Advisors, LLC
N/A—87,200-87,200-100%$4.3M———
Raymond James Financial Inc
N/A—45,313-45,313-100%$2.2M———
Janney Montgomery Scott LLC
N/A—44,174-44,174-100%$2.2M———
Pinnacle Financial Partners, Inc.
N/A—37,329-37,329-100%$1.8M———
Stifel Financial Corp
N/A—35,278-35,278-100%$1.7M———
Continuum Advisory, LLC
N/A—34,499-34,499-100%$1.7M———
Harbour Investments, Inc.
N/A—33,667-33,667-100%$1.7M———
&partners
N/A—31,165-31,165-100%$1.5M———
Thoroughbred Financial Services, LLC
N/A—25,475-25,475-100%$1.2M———
Osaic Holdings, Inc.
N/A—23,487-23,487-100%$1.2M———
Mariner, LLC
N/A—21,926-21,926-100%$1.1M———
Fortis Group Advisors, LLC
N/A—20,818-20,818-100%$1.0M———
Natixis Advisors, LLC
N/A—20,292-20,292-100%$994.0K———
Cozad Asset Management Inc
N/A—18,957-18,957-100%$929.5K———
Advisory Services Network, LLC
N/A—18,170-18,170-100%$890.9K———
Wells Fargo & Company
N/A—17,983-17,983-100%$881.7K———
Blair William & Co
N/A—16,292-16,292-100%$798.8K———
Garden State Investment Advisory Services LLC
N/A—16,279-16,279-100%$798.1K———
Aptus Capital Advisors, LLC
N/A—15,003-15,003-100%$735.6K———
Marquette Associates, Inc.
N/A—13,378-13,378-100%$655.9K———
Capital Analysts, LLC
N/A—12,984-12,984-100%$636.0K———
Royal Bank of Canada
N/A—12,324-12,324-100%$604.0K———
Arete Wealth Advisors, LLC
N/A—10,971-10,971-100%$537.9K———
JPMorgan Chase & Co
N/A—10,389-10,389-100%$505.4K———
Citadel Advisors LLC
N/A—10,125-10,125-100%$496.4K———
OneDigital Investment Advisors LLC
N/A—9,756-9,756-100%$478.4K———
Geneos Wealth Management Inc.
N/A—9,755-9,755-100%$478.3K———
Stratos Wealth Advisors, LLC
N/A—9,661-9,661-100%$473.7K———
Cornerstone Advisory, LLC
N/A—9,482-9,482-100%$464.9K———
Moneta Group Investment Advisors LLC
N/A—8,973-8,973-100%$440.0K———
RWA Wealth Partners, LLC
N/A—7,706-7,706-100%$377.8K———
MML Investors Services, LLC
N/A—7,452-7,452-100%$365.4K———
NewEdge Advisors, LLC
N/A—7,428-7,428-100%$364.2K———
Stratos Investment Management, LLC
N/A—7,361-7,361-100%$360.9K———
Core Wealth Advisors, Inc.
N/A—6,908-6,908-100%$338.7K———
AQR Capital Management LLC
N/A—6,705-6,705-100%$328.7K———
Argent Trust Co
N/A—6,390-6,390-100%$313.3K———
WNY Asset Management, LLC
N/A—6,335-6,335-100%$310.6K———
Smartleaf Asset Management LLC
N/A—6,294-6,294-100%$306.2K———
Evernest Financial Advisors, LLC
N/A—5,595-5,595-100%$274.3K———
Essex Financial Services, Inc.
N/A—5,128-5,128-100%$251.4K———
Western Wealth Management, LLC
N/A—4,889-4,889-100%$239.7K———
Mercer Global Advisors Inc
N/A—4,856-4,856-100%$238.1K———
Principal Securities, Inc.
N/A—4,346-4,346-100%$213.1K———
Susquehanna International Group, LLP
N/A—4,260-4,260-100%$208.9K———
KilterHowling LLC
N/A—4,246-4,246-100%$208.2K———
Beacon Investment Advisors LLC
N/A—4,244-4,244-100%$208.1K———
Morgan Stanley
N/A—3,739-3,739-100%$183.4K———
Ameritas Advisory Services, LLC
N/A—3,251-3,251-100%$159.4K———
Arax Advisory Partners
N/A—2,665-2,665-100%$130.7K———
Bank of Montreal
N/A—2,651-2,651-100%$130.0K———
EP Wealth Advisors, LLC
N/A—2,543-2,543-100%$124.7K———
N.E.W. Advisory Services LLC
N/A—2,458-2,458-100%$120.5K———
Strategic Investment Solutions, Inc.
N/A—1,660-1,660-100%$81.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,150-1,150-100%$56.4K———
Global Retirement Partners, LLC
N/A—968-968-100%$47.5K———
TD Capital Management LLC
N/A—722-722-100%$35.4K———
Huntington National Bank
N/A—452-452-100%$22.2K———
Colonial Trust Co / SC
N/A—300-300-100%$14.7K———
Glen Eagle Advisors, LLC
N/A—228-228-100%$11.2K———
SHP Wealth Management
N/A—163-163-100%$8.0K———
Vanguard Advisers Inc
N/A—106-106-100%$5.2K———
Institute for Wealth Management, Llc.
N/A—32-32-100%$1.6K———
Steward Partners Investment Advisory, LLC
N/A—13-13-100%$637———
Showing 151 of 151 institutions