IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

T Rowe Price US EQY Research (TSPA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,346,333 from 3,042,932
Change+303,401 (+10%)
Value$161.5M (+$16.9M)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
INCREASED
Shares1,500,432 from 1,232,717
Change+267,715 (+22%)
Value$72.4M (+$13.8M)
Filed 2026-10-15
Provident Wealth Management, LLC
DECREASED
Shares1,006,312 from 1,349,256
Change-342,944 (-25%)
Value$48.6M (-$15.6M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares802,384 from 684,742
Change+117,642 (+17%)
Value$38.7M (+$6.2M)
Filed 2026-11-02
Frontier Asset Management, LLC
INCREASED
Shares775,925 from 774,615
Change+1,310 (+0%)
Value$37.4M (+$628.7K)
Filed 2026-10-28
Prodigy Asset Management LLC
DECREASED
Shares700,698 from 708,088
Change-7,390 (-1%)
Value$33.8M (+$160.3K)
Filed 2026-10-28
First National Trust Co
DECREASED
Shares692,549 from 733,528
Change-40,979 (-6%)
Value$33.4M (-$1.4M)
Filed 2026-10-28
Henderson Brothers Financial Partners, LLC
INCREASED
Shares599,826 from 12,588
Change+587,238 (+4665%)
Value$28.9M (+$28.3M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares483,783 from 429,904
Change+53,879 (+13%)
Value$23.3K (-$20.4M)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares448,556 from 443,420
Change+5,136 (+1%)
Value$21.6M (+$571.6K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares358,872 from 269,855
Change+89,017 (+33%)
Value$17.3M (+$4.5M)
Filed 2026-10-22
NBZ Investment Advisors LLC
DECREASED
Shares321,541 from 328,035
Change-6,494 (-2%)
Value$15.5M (-$73.9K)
Filed 2026-10-30
James J. Burns & Company, LLC
DECREASED
Shares276,354 from 278,970
Change-2,616 (-1%)
Value$13.3M (+$77.4K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares253,653 from 238,231
Change+15,422 (+6%)
Value$12.2M (+$918.1K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares252,567 from 245,872
Change+6,695 (+3%)
Value$12.2M (+$502.6K)
Filed 2026-10-13
Gaddis Premier Wealth Advisors LLC
NEW
Shares230,656
Change+230,656
Value$11.1M
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares216,905 from 55
Change+216,850 (+394273%)
Value$10.5M (+$10.5M)
Filed 2026-11-03
LongView Wealth Management
NEW
Shares204,236
Change+204,236
Value$9.9M
Filed 2026-10-19
Bryant Woods Investment Advisors, LLC
INCREASED
Shares188,612 from 165,486
Change+23,126 (+14%)
Value$9.1M (+$1.2M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares126,904 from 127,880
Change-976 (-1%)
Value$6.1M (+$46.3K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
INCREASED
Shares117,009 from 115,478
Change+1,531 (+1%)
Value$5.6M (+$261.0K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares106,802 from 106,962
Change-160 (0%)
Value$5.2M (+$70.4K)
Filed 2026-10-13
Hopwood Financial Services, Inc.
INCREASED
Shares103,101 from 97,818
Change+5,283 (+5%)
Value$5.0M (+$326.4K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
NEW
Shares92,852
Change+92,852
Value$4.5M
Filed 2026-10-21
4J Wealth Management LLC
INCREASED
Shares78,878 from 65,184
Change+13,694 (+21%)
Value$3.8M (+$708.5K)
Filed 2026-11-02
Dahring | Cusmano LLC
DECREASED
Shares78,600 from 80,479
Change-1,879 (-2%)
Value$3.8M (-$31.9K)
Filed 2026-11-03
Lincoln Capital Corp
DECREASED
Shares70,875 from 71,039
Change-164 (0%)
Value$3.4M (+$43.9K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares69,310 from 55,995
Change+13,315 (+24%)
Value$3.4M (+$724.3K)
Filed 2026-10-13
Platt Wealth Management LLC
DECREASED
Shares66,949 from 69,042
Change-2,093 (-3%)
Value$3.2K (-$3.3M)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares47,699 from 47,416
Change+283 (+1%)
Value$2.3M (+$48.3K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares46,784 from 15,853
Change+30,931 (+195%)
Value$2.3M (+$1.5M)
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares40,944 from 22,680
Change+18,264 (+81%)
Value$2.0M (+$898.0K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares40,850 from 39,215
Change+1,635 (+4%)
Value$2.0M (+$107.5K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares37,083 from 41,156
Change-4,073 (-10%)
Value$1.8M (-$193.4K)
Filed 2026-11-04
Cox Capital Mgt LLC
DECREASED
Shares34,588 from 34,590
Change-2 (0%)
Value$1.7M (+$25.2K)
Filed 2026-10-07
Integrity Alliance, Llc.
INCREASED
Shares32,427 from 30,824
Change+1,603 (+5%)
Value$1.6M (+$99.9K)
Filed 2026-10-29
Balefire, LLC
UNCHANGED
Shares18,365 from 18,365
Change0 (0%)
Value$886.3K (+$13.4K)
Filed 2026-10-09
Gryphon Financial Partners LLC
INCREASED
Shares16,813 from 14,882
Change+1,931 (+13%)
Value$811.4K (+$104.1K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares16,664 from 17,297
Change-633 (-4%)
Value$804.2K (-$17.9K)
Filed 2026-11-05
MN Wealth Advisors, LLC
NEW
Shares15,880
Change+15,880
Value$766.4K
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares14,308 from 5,969
Change+8,339 (+140%)
Value$690.5K (+$406.8K)
Filed 2026-10-30
Asset One Wealth Management LLC
UNCHANGED
Shares13,933 from 13,933
Change0 (0%)
Value$672.4K (+$7.1K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares13,320 from 19,586
Change-6,266 (-32%)
Value$642.8K (-$288.1K)
Filed 2026-10-15
CWA Asset Management Group, LLC
INCREASED
Shares13,025 from 7,116
Change+5,909 (+83%)
Value$628.6K (+$290.4K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares12,511 from 12,341
Change+170 (+1%)
Value$603.8K (+$99.0K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares11,756 from 12,078
Change-322 (-3%)
Value$567.3K (-$6.7K)
Filed 2026-10-08
Beam Wealth Advisors, Inc.
NEW
Shares11,509
Change+11,509
Value$555.4K
Filed 2026-11-03
Beacon Financial Group
UNCHANGED
Shares11,430 from 11,430
Change0 (0%)
Value$551.6K (+$8.3K)
Filed 2026-10-19
NBH Bank
DECREASED
Shares10,975 from 11,110
Change-135 (-1%)
Value$529.7K (+$1.6K)
Filed 2026-11-05
Welch Group, LLC
UNCHANGED
Shares9,238 from 9,238
Change0 (0%)
Value$445.8K (+$6.7K)
Filed 2026-10-29
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares8,975 from 8,975
Change0 (0%)
Value$433.1K (+$6.6K)
Filed 2026-10-27
Advisor OS, LLC
UNCHANGED
Shares8,739 from 8,739
Change0 (0%)
Value$421.7K (+$6.4K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares8,160 from 4,993
Change+3,167 (+63%)
Value$393.8K (+$156.5K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
INCREASED
Shares7,417 from 684
Change+6,733 (+984%)
Value$357.9K (+$325.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares7,139 from 8,732
Change-1,593 (-18%)
Value$344.5K (-$70.5K)
Filed 2026-10-08
Bluesphere Advisors LLC
UNCHANGED
Shares6,520 from 6,520
Change0 (0%)
Value$314.7K (+$4.8K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
INCREASED
Shares6,500 from 6,080
Change+420 (+7%)
Value$313.7K (+$24.7K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares5,050 from 5,225
Change-175 (-3%)
Value$243.7K (-$4.6K)
Filed 2026-10-05
B. Riley Wealth Advisors, Inc.
NEW
Shares4,929
Change+4,929
Value$237.9K
Filed 2026-10-13
AdviceOne Advisory Services, LLC
UNCHANGED
Shares4,912 from 4,912
Change0 (0%)
Value$237.1K (+$3.6K)
Filed 2026-10-19
Colonial River Investments, LLC
UNCHANGED
Shares4,465 from 4,465
Change0 (0%)
Value$215.5K (+$3.3K)
Filed 2026-10-19
James T. Borello RIA
UNCHANGED
Shares4,164 from 4,164
Change0 (0%)
Value$201.0K (+$3.0K)
Filed 2026-10-16
MidAtlantic Capital Management, Inc.
NEW
Shares3,760
Change+3,760
Value$181.5K
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares2,674 from 2,625
Change+49 (+2%)
Value$129.0K (+$4.3K)
Filed 2026-10-08
Financial Consulate, Inc
INCREASED
Shares1,504 from 1,442
Change+62 (+4%)
Value$72.6K (+$4.0K)
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$25.8K (+$390)
Filed 2026-10-21
Abound Wealth Management
NEW
Shares216
Change+216
Value$10.4K
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$10.4K (+$158)
Filed 2026-11-05
Community Financial Services Group, LLC
NEW
Shares135
Change+135
Value$6.5K
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$5.6K (+$84)
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3.2K (+$48)
Filed 2026-10-21
Nvwm, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3.1K (+$48)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.4K (+$36)
Filed 2026-10-13
Buck Wealth Strategies, LLC
NEW
Shares29
Change+29
Value$1.4K
Filed 2026-10-28
StoneX Group Inc.
CLOSED
Shares0 from 4,823
Change-4,823 (-100%)
Value$0 (-$229.2K)
Filed 2026-11-03
Bank of New York Mellon Corp
CLOSED
Shares0 from 4,531
Change-4,531 (-100%)
Value$0 (-$215.4K)
Filed 2026-11-05
First United Bank & Trust
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$85.6K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$42.8K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-16
Jnba Financial Advisors
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-03
JPMorgan Chase & Co
N/A
Shares— from 10,481,903
Change-10,481,903 (-100%)
Value—
National Pension Service
N/A
Shares— from 9,513,375
Change-9,513,375 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 9,073,468
Change-9,073,468 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,699,086
Change-8,699,086 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,930,767
Change-5,930,767 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,747,072
Change-3,747,072 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,509,835
Change-2,509,835 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,292,825
Change-1,292,825 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 814,490
Change-814,490 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 802,773
Change-802,773 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 763,165
Change-763,165 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 742,214
Change-742,214 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 651,985
Change-651,985 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 598,965
Change-598,965 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 497,990
Change-497,990 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 443,468
Change-443,468 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 403,001
Change-403,001 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 398,823
Change-398,823 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 343,427
Change-343,427 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 326,256
Change-326,256 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 300,175
Change-300,175 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 275,185
Change-275,185 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 210,215
Change-210,215 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 209,698
Change-209,698 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 194,882
Change-194,882 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 158,074
Change-158,074 (-100%)
Value—
Rogco, LP
N/A
Shares— from 147,360
Change-147,360 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 117,509
Change-117,509 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 115,475
Change-115,475 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 95,340
Change-95,340 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 71,566
Change-71,566 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 53,165
Change-53,165 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 52,518
Change-52,518 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 49,704
Change-49,704 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 42,090
Change-42,090 (-100%)
Value—
Stephens Inc
N/A
Shares— from 41,413
Change-41,413 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 37,687
Change-37,687 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,986
Change-36,986 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 30,635
Change-30,635 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 28,822
Change-28,822 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 25,346
Change-25,346 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,966
Change-24,966 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,609
Change-23,609 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 16,519
Change-16,519 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 15,234
Change-15,234 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,309
Change-10,309 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,259
Change-10,259 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 9,317
Change-9,317 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 8,646
Change-8,646 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,473
Change-8,473 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,052
Change-8,052 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,297
Change-6,297 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 946
Change-946 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 728
Change-728 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 507
Change-507 (-100%)
Value—
Status
Forvis Mazars Wealth Advisors, LLC
INCREASED3,346,3333,042,932+303,401+10%$144.6M$161.5M+$16.9M2026-10-13
Fort Washington Investment Advisors Inc
INCREASED1,500,4321,232,717+267,715+22%$58.6M$72.4M+$13.8M2026-10-15
Provident Wealth Management, LLC
DECREASED1,006,3121,349,256-342,944-25%$64.1M$48.6M-$15.6M2026-10-20
Kestra Advisory Services, LLC
INCREASED802,384684,742+117,642+17%$32.5M$38.7M+$6.2M2026-11-02
Frontier Asset Management, LLC
INCREASED775,925774,615+1,310+0%$36.8M$37.4M+$628.7K2026-10-28
Prodigy Asset Management LLC
DECREASED700,698708,088-7,390-1%$33.7M$33.8M+$160.3K2026-10-28
First National Trust Co
DECREASED692,549733,528-40,979-6%$34.9M$33.4M-$1.4M2026-10-28
Henderson Brothers Financial Partners, LLC
INCREASED599,82612,588+587,238+4665%$598.3K$28.9M+$28.3M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED483,783429,904+53,879+13%$20.4M$23.3K-$20.4M2026-11-02
Exchange Traded Concepts, LLC
INCREASED448,556443,420+5,136+1%$21.1M$21.6M+$571.6K2026-10-28
Perigon Wealth Management, LLC
INCREASED358,872269,855+89,017+33%$12.8M$17.3M+$4.5M2026-10-22
NBZ Investment Advisors LLC
DECREASED321,541328,035-6,494-2%$15.6M$15.5M-$73.9K2026-10-30
James J. Burns & Company, LLC
DECREASED276,354278,970-2,616-1%$13.3M$13.3M+$77.4K2026-10-22
Strategic Blueprint, LLC
INCREASED253,653238,231+15,422+6%$11.3M$12.2M+$918.1K2026-10-22
Independent Financial Group, LLC
INCREASED252,567245,872+6,695+3%$11.7M$12.2M+$502.6K2026-10-13
Gaddis Premier Wealth Advisors LLC
NEW230,656—+230,656——$11.1M—2026-10-29
Parallel Advisors, LLC
INCREASED216,90555+216,850+394273%$2.6K$10.5M+$10.5M2026-11-03
LongView Wealth Management
NEW204,236—+204,236——$9.9M—2026-10-19
Bryant Woods Investment Advisors, LLC
INCREASED188,612165,486+23,126+14%$7.9M$9.1M+$1.2M2026-10-26
Commonwealth Equity Services, LLC
DECREASED126,904127,880-976-1%$6.1M$6.1M+$46.3K2026-11-02
Future Financial Wealth Managment LLC
INCREASED117,009115,478+1,531+1%$5.4M$5.6M+$261.0K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED106,802106,962-1600%$5.1M$5.2M+$70.4K2026-10-13
Hopwood Financial Services, Inc.
INCREASED103,10197,818+5,283+5%$4.6M$5.0M+$326.4K2026-10-29
Wealthcare Advisory Partners LLC
NEW92,852—+92,852——$4.5M—2026-10-21
4J Wealth Management LLC
INCREASED78,87865,184+13,694+21%$3.1M$3.8M+$708.5K2026-11-02
Dahring | Cusmano LLC
DECREASED78,60080,479-1,879-2%$3.8M$3.8M-$31.9K2026-11-03
Lincoln Capital Corp
DECREASED70,87571,039-1640%$3.4M$3.4M+$43.9K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED69,31055,995+13,315+24%$2.7M$3.4M+$724.3K2026-10-13
Platt Wealth Management LLC
DECREASED66,94969,042-2,093-3%$3.3M$3.2K-$3.3M2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED47,69947,416+283+1%$2.3M$2.3M+$48.3K2026-10-27
Axxcess Wealth Management, LLC
INCREASED46,78415,853+30,931+195%$753.5K$2.3M+$1.5M2026-10-21
United Advisor Group, LLC
INCREASED40,94422,680+18,264+81%$1.1M$2.0M+$898.0K2026-11-03
Carnegie Investment Counsel
INCREASED40,85039,215+1,635+4%$1.9M$2.0M+$107.5K2026-10-20
Prospera Financial Services Inc
DECREASED37,08341,156-4,073-10%$2.0M$1.8M-$193.4K2026-11-04
Cox Capital Mgt LLC
DECREASED34,58834,590-20%$1.6M$1.7M+$25.2K2026-10-07
Integrity Alliance, Llc.
INCREASED32,42730,824+1,603+5%$1.5M$1.6M+$99.9K2026-10-29
Balefire, LLC
UNCHANGED18,36518,36500%$872.9K$886.3K+$13.4K2026-10-09
Gryphon Financial Partners LLC
INCREASED16,81314,882+1,931+13%$707.3K$811.4K+$104.1K2026-11-04
Fifth Third Bancorp
DECREASED16,66417,297-633-4%$822.1K$804.2K-$17.9K2026-11-05
MN Wealth Advisors, LLC
NEW15,880—+15,880——$766.4K—2026-10-23
Capital Investment Advisory Services, LLC
INCREASED14,3085,969+8,339+140%$283.7K$690.5K+$406.8K2026-10-30
Asset One Wealth Management LLC
UNCHANGED13,93313,93300%$665.3K$672.4K+$7.1K2026-11-02
Atria Investments, Inc
DECREASED13,32019,586-6,266-32%$930.9K$642.8K-$288.1K2026-10-15
CWA Asset Management Group, LLC
INCREASED13,0257,116+5,909+83%$338.2K$628.6K+$290.4K2026-10-19
SAX Wealth Advisors, LLC
INCREASED12,51112,341+170+1%$504.7K$603.8K+$99.0K2026-10-13
First Heartland Consultants, Inc.
DECREASED11,75612,078-322-3%$574.1K$567.3K-$6.7K2026-10-08
Beam Wealth Advisors, Inc.
NEW11,509—+11,509——$555.4K—2026-11-03
Beacon Financial Group
UNCHANGED11,43011,43000%$543.3K$551.6K+$8.3K2026-10-19
NBH Bank
DECREASED10,97511,110-135-1%$528.1K$529.7K+$1.6K2026-11-05
Welch Group, LLC
UNCHANGED9,2389,23800%$439.1K$445.8K+$6.7K2026-10-29
Sterling Investment Advisors, Ltd.
UNCHANGED8,9758,97500%$426.6K$433.1K+$6.6K2026-10-27
Advisor OS, LLC
UNCHANGED8,7398,73900%$415.4K$421.7K+$6.4K2026-11-03
Private Trust Co NA
INCREASED8,1604,993+3,167+63%$237.3K$393.8K+$156.5K2026-10-20
Wilmington Savings Fund Society, FSB
INCREASED7,417684+6,733+984%$32.5K$357.9K+$325.4K2026-10-23
Farther Finance Advisors, LLC
DECREASED7,1398,732-1,593-18%$415.0K$344.5K-$70.5K2026-10-08
Bluesphere Advisors LLC
UNCHANGED6,5206,52000%$309.9K$314.7K+$4.8K2026-10-19
Omni 360 Wealth, Inc.
INCREASED6,5006,080+420+7%$289.0K$313.7K+$24.7K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED5,0505,225-175-3%$248.3K$243.7K-$4.6K2026-10-05
B. Riley Wealth Advisors, Inc.
NEW4,929—+4,929——$237.9K—2026-10-13
AdviceOne Advisory Services, LLC
UNCHANGED4,9124,91200%$233.5K$237.1K+$3.6K2026-10-19
Colonial River Investments, LLC
UNCHANGED4,4654,46500%$212.2K$215.5K+$3.3K2026-10-19
James T. Borello RIA
UNCHANGED4,1644,16400%$197.9K$201.0K+$3.0K2026-10-16
MidAtlantic Capital Management, Inc.
NEW3,760—+3,760——$181.5K—2026-11-05
CoreCap Advisors, LLC
INCREASED2,6742,625+49+2%$124.8K$129.0K+$4.3K2026-10-08
Financial Consulate, Inc
INCREASED1,5041,442+62+4%$68.5K$72.6K+$4.0K2026-10-23
Trust Co of Vermont
UNCHANGED53553500%$25.4K$25.8K+$3902026-10-21
Abound Wealth Management
NEW216—+216——$10.4K—2026-10-26
Larson Financial Group LLC
UNCHANGED21621600%$10.3K$10.4K+$1582026-11-05
Community Financial Services Group, LLC
NEW135—+135——$6.5K—2026-10-15
IFP Advisors, Inc
UNCHANGED11511500%$5.5K$5.6K+$842026-10-16
PFS Partners, LLC
UNCHANGED656500%$3.1K$3.2K+$482026-10-21
Nvwm, LLC
UNCHANGED656500%$3.1K$3.1K+$482026-10-14
Cape Investment Advisory, Inc.
UNCHANGED505000%$2.4K$2.4K+$362026-10-13
Buck Wealth Strategies, LLC
NEW29—+29——$1.4K—2026-10-28
StoneX Group Inc.
CLOSED04,823-4,823-100%$229.2K$0-$229.2K2026-11-03
Bank of New York Mellon Corp
CLOSED04,531-4,531-100%$215.4K$0-$215.4K2026-11-05
First United Bank & Trust
CLOSED01,800-1,800-100%$85.6K$0-$85.6K2026-10-22
EverSource Wealth Advisors, LLC
CLOSED0900-900-100%$42.8K$0-$42.8K2026-11-04
Cornerstone Planning Group LLC
CLOSED0152-152-100%$7.2K$0-$7.2K2026-10-16
Jnba Financial Advisors
CLOSED081-81-100%$3.9K$0-$3.9K2026-11-03
JPMorgan Chase & Co
N/A—10,481,903-10,481,903-100%$492.8M———
National Pension Service
N/A—9,513,375-9,513,375-100%$452.2M———
Charles Schwab Investment Management Inc
N/A—9,073,468-9,073,468-100%$431.3M———
LPL Financial LLC
N/A—8,699,086-8,699,086-100%$413.5M———
M&T Bank Corp
N/A—5,930,767-5,930,767-100%$281.9M———
Morgan Stanley
N/A—3,747,072-3,747,072-100%$178.1M———
Allworth Financial LP
N/A—2,509,835-2,509,835-100%$119.3M———
Envestnet Asset Management Inc
N/A—1,292,825-1,292,825-100%$61.4M———
Alpha Financial Advisors, LLC
N/A—814,490-814,490-100%$38.7M———
Northwestern Mutual Wealth Management Co
N/A—802,773-802,773-100%$38.2M———
Kickstand Ventures, Llc.
N/A—763,165-763,165-100%$36.3M———
Cetera Investment Advisers
N/A—742,214-742,214-100%$35.3M———
Price T Rowe Associates Inc
N/A—651,985-651,985-100%$31.0M———
Captrust Financial Advisors
N/A—598,965-598,965-100%$28.5M———
Geneos Wealth Management Inc.
N/A—497,990-497,990-100%$23.7M———
HighTower Advisors, LLC
N/A—443,468-443,468-100%$21.1M———
Garden State Investment Advisory Services LLC
N/A—403,001-403,001-100%$19.2M———
Jones Financial Companies Lllp
N/A—398,823-398,823-100%$18.5M———
N.E.W. Advisory Services LLC
N/A—343,427-343,427-100%$16.3M———
Stifel Financial Corp
N/A—326,256-326,256-100%$15.5M———
Eaton Financial Holdings Company, LLC
N/A—300,175-300,175-100%$14.3M———
Capital Analysts, LLC
N/A—275,185-275,185-100%$13.1M———
Menora Mivtachim Holdings Ltd.
N/A—210,215-210,215-100%$10.0M———
Sanctuary Advisors, LLC
N/A—209,698-209,698-100%$10.0M———
Rollins Financial Advisors, LLC
N/A—194,882-194,882-100%$9.3M———
Wells Fargo & Company
N/A—158,074-158,074-100%$7.5M———
Rogco, LP
N/A—147,360-147,360-100%$7.0M———
MML Investors Services, LLC
N/A—117,509-117,509-100%$5.6M———
Marshall Financial Group, LLC
N/A—115,475-115,475-100%$5.5M———
Royal Bank of Canada
N/A—95,340-95,340-100%$4.5M———
Integrated Wealth Concepts LLC
N/A—71,566-71,566-100%$3.4M———
United Capital Financial Advisors, LLC
N/A—53,165-53,165-100%$2.5M———
Silver OAK Securities, Incorporated
N/A—52,518-52,518-100%$2.5M———
Centaurus Financial, Inc.
N/A—49,704-49,704-100%$2.4M———
Circle Wealth Management, LLC
N/A—42,090-42,090-100%$2.0M———
Stephens Inc
N/A—41,413-41,413-100%$2.0M———
Cerity Partners LLC
N/A—37,687-37,687-100%$1.8M———
Raymond James Financial Inc
N/A—36,986-36,986-100%$1.8M———
Benjamin Edwards Inc
N/A—30,635-30,635-100%$1.5M———
Cozad Asset Management Inc
N/A—28,822-28,822-100%$1.4M———
Tobias Financial Advisors, Inc.
N/A—25,346-25,346-100%$1.2M———
Arete Wealth Advisors, LLC
N/A—24,966-24,966-100%$1.2M———
Osaic Holdings, Inc.
N/A—23,609-23,609-100%$1.1M———
Natixis Advisors, LLC
N/A—16,519-16,519-100%$785.0K———
SageGuard Financial Group, LLC
N/A—15,234-15,234-100%$724.1K———
Principal Securities, Inc.
N/A—10,309-10,309-100%$490.0K———
Advisory Services Network, LLC
N/A—10,259-10,259-100%$487.6K———
Envestnet Portfolio Solutions, Inc.
N/A—10,050-10,050-100%$477.7K———
SK Wealth Management, LLC
N/A—9,317-9,317-100%$454.4K———
Berger Financial Group, Inc
N/A—8,937-8,937-100%$424.8K———
Ducere Wealth Management LLC
N/A—8,646-8,646-100%$410.9K———
Focus Partners Advisor Solutions, LLC
N/A—8,473-8,473-100%$402.7K———
Bank of America Corp
N/A—8,052-8,052-100%$382.7K———
Savvy Advisors, Inc.
N/A—7,796-7,796-100%$370.5K———
MainStreet Investment Advisors LLC
N/A—6,975-6,975-100%$331.5K———
Cary Street Partners Financial LLC
N/A—6,564-6,564-100%$312.0K———
Harbour Investments, Inc.
N/A—6,297-6,297-100%$299.3K———
Fiduciary Wealth Partners, LLC
N/A—6,228-6,228-100%$296.0K———
Aptus Capital Advisors, LLC
N/A—6,090-6,090-100%$289.5K———
Brown Brothers Harriman & Co
N/A—5,779-5,779-100%$274.7K———
NewEdge Advisors, LLC
N/A—5,294-5,294-100%$251.6K———
Global Retirement Partners, LLC
N/A—3,543-3,543-100%$168.4K———
Huntington National Bank
N/A—2,944-2,944-100%$139.9K———
AE Wealth Management LLC
N/A—2,918-2,918-100%$138.7K———
FMR LLC
N/A—2,867-2,867-100%$136.3K———
Tidemark, LLC
N/A—1,631-1,631-100%$77.5K———
Hantz Financial Services, Inc.
N/A—946-946-100%$45.0K———
PNC Financial Services Group, Inc.
N/A—728-728-100%$34.6K———
Fiduciary Financial Advisors
N/A—507-507-100%$24.1K———
Showing 149 of 149 institutions