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T Rowe PRC Cap Appreciation (TCAF)

CUSIP: 87283Q867 | NYSE | 488 institutional holders

Quarters

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

Imc-Chicago, LLC7,000,001
0.1% of portfolio›$295.9M
Commonwealth Equity Services, LLC5,561,316
0.3% of portfolio›$235.1M
Cambridge Investment Research Advisors, Inc.2,154,081
0.0% of portfolio›$91.1K
CPC Advisors, LLC1,794,991
10.3% of portfolio›$75.9M
Bank of New York Mellon Corp1,681,358
0.0% of portfolio›$71.1M
Mesirow Financial Investment Management, Inc.1,644,618
1.1% of portfolio›$69.5M
Creative Planning1,546,664
0.0% of portfolio›$65.4M
Wealth Enhancement Advisory Services, LLC1,293,640
0.1% of portfolio›$55.9M
Souders Financial Advisors824,345
3.4% of portfolio›$34.8M
Cora Capital Advisors LLC800,768
8.9% of portfolio›$33.8M
Eastern Bank720,660
0.5% of portfolio›$30.5M
ADE, LLC663,782
11.4% of portfolio›$28.1M
McCarthy Asset Management, Inc.518,047
10.5% of portfolio›$21.9M
Kestra Advisory Services, LLC498,642
0.1% of portfolio›$21.1M
D.A. Davidson & Co.476,242
0.1% of portfolio›$20.1M
ARS Wealth Advisors Group, LLC472,881
1.5% of portfolio›$20.0M
Aprio Wealth Management, LLC450,995
0.9% of portfolio›$19.1M
Financial Consulate, Inc450,952
2.1% of portfolio›$19.1M
Harfst & Associates, Inc.369,614
2.3% of portfolio›$15.6M
Principle Wealth Partners LLC353,726
0.7% of portfolio›$15.0M
DKM Wealth Management, Inc.351,748
9.4% of portfolio›$14.9M
James T. Borello RIA301,315
2.6% of portfolio›$12.7M
MTM Investment Management, LLC300,565
3.7% of portfolio›$12.7M
Onyx Bridge Wealth Group LLC292,073
1.1% of portfolio›$12.3M
Eclectic Associates Inc274,344
1.3% of portfolio›$11.6M
Focus Financial Network, Inc.272,868
0.3% of portfolio›$11.5M
Advocate Investing Services LLC269,870
8.9% of portfolio›$11.4M
Beacon Financial Advisory LLC267,655
2.1% of portfolio›$11.3M
Certior Financial Group, LLC255,916
5.9% of portfolio›$10.8M
Ledyard National Bank249,744
0.8% of portfolio›$10.6M
Nations Financial Group Inc,231,525
0.5% of portfolio›$9.8M
Exchange Traded Concepts, LLC221,352
0.0% of portfolio›$9.4M
Financial Security Advisor, Inc.213,895
1.5% of portfolio›$9.0M
Lighthouse Financial LLC212,391
4.0% of portfolio›$9.0M
Harbor Group, Inc.210,368
1.0% of portfolio›$8.9M
Wedbush Securities Inc209,286
0.0% of portfolio›$8.8K
National Wealth Management Group, LLC207,957
2.5% of portfolio›$8.8M
IFP Advisors, Inc205,708
0.1% of portfolio›$8.7M
4J Wealth Management LLC205,509
4.0% of portfolio›$8.7M
Sage Private Wealth Group, LLC203,122
2.9% of portfolio›$8.6M
Chemistry Wealth Management LLC201,000
1.3% of portfolio›$8.5M
Davenport & Co LLC181,344
0.0% of portfolio›$7.7M
Capital Investment Advisory Services, LLC165,136
0.4% of portfolio›$7.0M
Southland Equity Partners LLC164,060
1.2% of portfolio›$6.9M
Prospera Financial Services Inc156,509
0.1% of portfolio›$6.7M
Diversified Management Inc149,786
1.1% of portfolio›$6.3M
Planning Strategies Inc.148,272
3.7% of portfolio›$6.3M
Parsons Capital Management Inc148,089
0.3% of portfolio›$6.3M
Sprinkle Financial Consultants LLC147,636
2.4% of portfolio›$6.2M
Paragon Advisors, LLC147,153
1.1% of portfolio›$6.2M
Tanglewood Wealth Management, Inc.142,859
0.5% of portfolio›$6.0M
Asset One Wealth Management LLC129,057
0.5% of portfolio›$5.5M
Centerpoint Advisory Group119,238
3.1% of portfolio›$5.0M
Sigma Planning Corp108,785
0.1% of portfolio›$4.6M
Harbor Investment Advisory, LLC104,564
0.3% of portfolio›$4.4M
United Advisor Group, LLC104,423
0.4% of portfolio›$4.4M
Truist Financial Corp100,279
0.0% of portfolio›$4.2M
William John Sempolinski96,427
1.6% of portfolio›$4.1M
Wingate Wealth Advisors, Inc.90,378
1.6% of portfolio›$3.8M
Retirement Planning Group, LLC90,083
0.1% of portfolio›$3.8M
High Net Worth Advisory Group LLC85,349
0.8% of portfolio›$3.6M
Concurrent Investment Advisors, LLC77,947
0.0% of portfolio›$3.3M
First Pacific Financial77,442
0.3% of portfolio›$3.3M
Lincoln Capital Corp76,306
1.1% of portfolio›$3.2M
CRA Financial Services, LLC76,175
0.4% of portfolio›$3.2M
Compass Ion Advisors, LLC72,654
0.3% of portfolio›$3.1M
WealthPLAN Partners, LLC69,895
0.5% of portfolio›$3.0M
Legacy Capital Wealth Partners, LLC68,714
0.6% of portfolio›$2.9M
Sard Wealth Management Group, LLC67,441
1.1% of portfolio›$2.9M
Seamount Financial Group Inc67,308
1.1% of portfolio›$2.8M
Robertson Stephens Wealth Management, LLC67,285
0.1% of portfolio›$2.8M
Patton Albertson Miller Group, LLC66,344
0.3% of portfolio›$2.8M
J.W. Cole Advisors, Inc.65,951
0.0% of portfolio›$2.8M
Integrated Advisors Network LLC59,296
0.1% of portfolio›$2.5M
Flagship Harbor Advisors, LLC56,413
0.1% of portfolio›$2.4M
Vicus Capital53,635
0.1% of portfolio›$2.3M
Koshinski Asset Management, Inc.53,102
0.1% of portfolio›$2.2M
Garton & Associates Financial Advisors LLC52,575
5.4% of portfolio›$2.2M
AdvisorNet Financial, Inc51,127
0.1% of portfolio›$2.2M
Independent Financial Group, LLC48,310
0.0% of portfolio›$2.0M
Quantum Financial Partners LLC47,130
1.0% of portfolio›$2.0M
Founders Financial Securities LLC43,438
0.1% of portfolio›$1.8M
Svrn Asset Management, LLC43,232
0.9% of portfolio›$1.8M
Patriot Financial Group Insurance Agency, LLC42,688
0.2% of portfolio›$1.8M
Marks Group Wealth Management, Inc41,600
0.2% of portfolio›$1.8M
CJM Wealth Advisers, Ltd.41,223
0.5% of portfolio›$1.7M
MSH Capital Advisors LLC40,935
0.3% of portfolio›$1.7M
Value Investment Professionals, LLC39,400
1.4% of portfolio›$1.7M
Heritage Wealth Management, Inc.39,293
0.4% of portfolio›$1.7M
Orba Wealth Advisors, L.L.C.37,604
1.4% of portfolio›$1.6M
Nvwm, LLC36,763
0.3% of portfolio›$1.6M
Comprehensive Financial Planning, Inc.34,417
0.8% of portfolio›$1.5M
Keeler & Nadler Financial Planning & Wealth Management34,099
0.4% of portfolio›$1.4M
Solidarity Wealth, LLC33,646
0.2% of portfolio›$1.4M
SFM, LLC d/b/a Sweeney Financial Advisors32,885
0.7% of portfolio›$1.4M
Rubicon Advisors, GP32,617
1.0% of portfolio›$1.4M
Walkner Condon Financial Advisors LLC31,390
0.1% of portfolio›$1.3M
FMA Wealth Management, LLC31,368
0.8% of portfolio›$1.3M
Fifth Third Bancorp31,119
0.0% of portfolio›$1.3M
RM Financial Services, LLC29,792
1.0% of portfolio›$1.3M
Schaper Benz & Wise Investment Counsel Inc29,482
0.1% of portfolio›$1.2M
CMG Global Holdings, LLC28,780
0.5% of portfolio›$1.2M
Frontier Asset Management, LLC26,908
0.2% of portfolio›$1.1M
Midwest Financial Group LLC26,771
0.4% of portfolio›$1.1M
Cornerstone Wealth Management, LLC25,940
0.0% of portfolio›$1.1M
Studio Investment Management LLC25,901
0.2% of portfolio›$1.1M
Weaver Consulting Group25,403
0.2% of portfolio›$1.1M
Avidian Wealth Enterprises, LLC24,995
0.0% of portfolio›$1.1M
Kestra Private Wealth Services, LLC24,849
0.0% of portfolio›$1.1M
Catalyst Investment Management LLC24,707
0.9% of portfolio›$1.0M
HB Wealth Management, LLC24,095
0.0% of portfolio›$1.0M
Apollon Financial, LLC23,621
0.1% of portfolio›$998.5K
Hazlett, Burt & Watson, Inc.23,498
0.0% of portfolio›$1.0K
15 Wealth Advisors LLC22,908
0.2% of portfolio›$968.3K
Private Trust Co NA22,654
0.1% of portfolio›$957.6K
Blue Capital, Inc.21,205
0.6% of portfolio›$896.3K
CoreCap Advisors, LLC21,023
0.0% of portfolio›$888.6K
Independent Wealth Advisors LLC20,564
0.7% of portfolio›$869.2K
Summit Asset Management, LLC19,741
0.1% of portfolio›$834.5K
Westside Investment Management, Inc.19,725
0.1% of portfolio›$833.8K
Omni 360 Wealth, Inc.18,620
0.4% of portfolio›$787.1K
Apollon Wealth Management, LLC18,379
0.0% of portfolio›$776.9K
Sagespring Wealth Partners, LLC18,133
0.0% of portfolio›$766.5K
Jones Kertz & Associates, Inc.17,953
0.4% of portfolio›$758.9K
Redhawk Wealth Advisors, Inc.17,585
0.1% of portfolio›$743.3K
Flagship Wealth Advisors, LLC16,638
0.2% of portfolio›$703.3K
Carolina Wealth Management Inc16,494
0.3% of portfolio›$697.2K
Bensler, LLC14,927
0.1% of portfolio›$630.9K
Summit Financial Wealth Advisors, LLC14,590
0.1% of portfolio›$616.7K
Realta Investment Advisors14,289
0.2% of portfolio›$604.0K
RFG Advisory, LLC14,182
0.0% of portfolio›$599.5K
Roman Butler Fullerton & Co14,170
0.1% of portfolio›$612.5K
Atria Investments, Inc13,717
0.0% of portfolio›$579.8K
Dean, Jacobson Financial Services, LLC13,587
0.3% of portfolio›$574.3K
Dahring | Cusmano LLC12,691
0.2% of portfolio›$536.5K
ZWJ Investment Counsel Inc12,606
0.0% of portfolio›$532.9K
Macroview Investment Management LLC12,348
0.3% of portfolio›$522.0K
Gutierrez Wealth Advisory, LLC12,331
0.3% of portfolio›$521.2K
Titleist Asset Management, LLC12,178
0.0% of portfolio›$514.8K
E&G Advisors, LLC12,100
0.1% of portfolio›$511.5K
Park Avenue Securities LLC12,003
0.0% of portfolio›$507
Northwest Financial Advisors11,663
0.1% of portfolio›$493.0K
Partners Wealth Management, LLC11,221
0.0% of portfolio›$474.3K
Signature Estate & Investment Advisors LLC10,805
0.0% of portfolio›$456.7K
MLG Wealth Management DBA Pine Grove Financial Group10,789
0.0% of portfolio›$456.0K
JFS Wealth Advisors, LLC10,250
0.0% of portfolio›$433.3K
Carroll Advisory Group, LLC9,847
0.1% of portfolio›$416.2K
Elevation Point Wealth Partners, LLC9,740
0.0% of portfolio›$411.7K
Tanager Wealth Management LLP9,458
0.0% of portfolio›$399.8K
Jacobi Capital Management LLC9,373
0.0% of portfolio›$396.2K
Kachkovsky & Fisher, Inc.9,227
0.4% of portfolio›$390.0K
Hopwood Financial Services, Inc.9,045
0.2% of portfolio›$382.3K
Uptick Partners, LLC8,869
0.1% of portfolio›$374.9K
International Assets Investment Management, LLC8,746
0.0% of portfolio›$369.8K
Farther Finance Advisors, LLC8,484
0.0% of portfolio›$358.6K
New England Private Wealth Advisors LLC7,966
0.0% of portfolio›$336.7K
Latitude Advisors, LLC7,545
0.1% of portfolio›$318.9K
Boyum Wealth Architects LLC7,515
0.1% of portfolio›$319.7K
Gaddis Premier Wealth Advisors LLC7,503
0.2% of portfolio›$317.2K
Atlas Wealth Partners, LLC7,491
0.3% of portfolio›$316.6K
Verdence Capital Advisors LLC7,468
0.0% of portfolio›$315.7K
Brookstone Capital Management7,377
0.0% of portfolio›$311.8K
SAX Wealth Advisors, LLC7,304
0.0% of portfolio›$308.7K
Assetmark, Inc7,251
0.0% of portfolio›$306.5K
Bond & Devick Financial Network, Inc.7,157
0.1% of portfolio›$302.5K
NWF Advisory Services Inc.6,878
0.0% of portfolio›$290.7K
Confluence Wealth Services, Inc.6,864
0.0% of portfolio›$290.1K
Rhodes Investment Advisors Inc6,857
0.2% of portfolio›$289.8K
Private Client Services, LLC6,836
0.1% of portfolio›$288.9K
EverSource Wealth Advisors, LLC6,820
0.0% of portfolio›$288.3K
World Equity Group, Inc.6,430
0.1% of portfolio›$271.8K
GGM Financial LLC5,949
0.1% of portfolio›$251.4K
Integrity Alliance, Llc.5,907
0.0% of portfolio›$249.7K
Sigma Investment Counselors Inc5,841
0.0% of portfolio›$246.9K
Strategic Blueprint, LLC5,627
0.0% of portfolio›$237.8K
Meridian Wealth Management, LLC5,621
0.0% of portfolio›$237.6K
Sterling Investment Advisors, Ltd.5,500
0.0% of portfolio›$232.5K
Capital Management Associates, Inc5,334
0.0% of portfolio›$225.5K
US Bancorp \de\5,187
0.0% of portfolio›$219.3K
Global Assets Advisory, LLC5,044
0.0% of portfolio›$217.3K
Fragasso Financial Advisors Inc5,000
0.0% of portfolio›$218.0K
Monetary Solutions, Ltd3,130
0.1% of portfolio›$132.3K
Rossby Financial, LCC3,040
0.0% of portfolio›$128.5K
Central Trust Co3,000
0.0% of portfolio›$126.8K
Accordant Advisory Group Inc2,989
0.1% of portfolio›$126.3K
MidAtlantic Capital Management, Inc.2,494
0.1% of portfolio›$105.4K
Pension & Wealth Management Advisors, Inc.2,000
0.0% of portfolio›$84.5K
NorthAvenue LLC1,783
0.1% of portfolio›$75.4K
Signature Equity Partners, LLC1,744
0.0% of portfolio›$73.7K
Root Financial Partners, LLC1,447
0.0% of portfolio›$61.2K
Blue Trust, Inc.1,240
0.0% of portfolio›$52.4K
Glass Jacobson Investment Advisors llc1,151
0.0% of portfolio›$48.6K
Physician Wealth Advisors, Inc.550
0.0% of portfolio›$23.2K
Cape Investment Advisory, Inc.226
0.0% of portfolio›$9.6K
Archer Investment Corp172
0.0% of portfolio›$7.3K
Indiana Trust & Investment Management Co170
0.0% of portfolio›$7.2K
Tradewinds Capital Management, LLC149
0.0% of portfolio›$6.3K
WPG Advisers, LLC24
0.0% of portfolio›$1.0K
American Capital Advisory, LLC12
0.0% of portfolio›$508
StyleTurnoverLocationFiled
Imc-Chicago, LLC
7,000,001$295.9M0.1%GARPVery HighChicago, IL2026-11-05
Commonwealth Equity Services, LLC
5,561,316$235.1M0.3%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
2,154,081$91.1K0.0%ETFLowFairfield, IA2026-11-02
CPC Advisors, LLC
1,794,991$75.9M10.3%ETFMediumAtlanta, GA2026-10-21
Bank of New York Mellon Corp
1,681,358$71.1M0.0%CoreLowNew York, NY2026-11-05
Mesirow Financial Investment Management, Inc.
1,644,618$69.5M1.1%CoreLowChicago, IL2026-11-05
Creative Planning
1,546,664$65.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
1,293,640$55.9M0.1%CoreLowPlymouth, MN2026-10-13
Souders Financial Advisors
824,345$34.8M3.4%ETFLowCincinnati, OH2026-11-03
Cora Capital Advisors LLC
800,768$33.8M8.9%ETFLowMarlton, NJ2026-11-02
Eastern Bank
720,660$30.5M0.5%GrowthMediumBoston, MA2026-10-05
ADE, LLC
663,782$28.1M11.4%ETFLowBaltimore, MD2026-10-29
McCarthy Asset Management, Inc.
518,047$21.9M10.5%ETFMediumRedwood Shores, CA2026-10-20
Kestra Advisory Services, LLC
498,642$21.1M0.1%CoreLowAustin, TX2026-11-02
D.A. Davidson & Co.
476,242$20.1M0.1%CoreLowGreat Falls, MT2026-10-28
ARS Wealth Advisors Group, LLC
472,881$20.0M1.5%CoreLowSt. Petersburg, FL2026-10-16
Aprio Wealth Management, LLC
450,995$19.1M0.9%ETFMediumAtlanta, GA2026-10-28
Financial Consulate, Inc
450,952$19.1M2.1%ETFLowHunt Valley, MD2026-10-23
Harfst & Associates, Inc.
369,614$15.6M2.3%GARPLowSheridan, WY2026-10-20
Principle Wealth Partners LLC
353,726$15.0M0.7%CoreVery LowMadison, CT2026-11-02
DKM Wealth Management, Inc.
351,748$14.9M9.4%YieldVery LowStockton, CA2026-10-09
James T. Borello RIA
301,315$12.7M2.6%ETFVery LowEast Dundee, IL2026-10-16
MTM Investment Management, LLC
300,565$12.7M3.7%CoreVery LowSpartanburg, SC2026-10-30
Onyx Bridge Wealth Group LLC
292,073$12.3M1.1%ETFMediumTarrytown, NY2026-10-16
Eclectic Associates Inc
274,344$11.6M1.3%ETFVery LowFullerton, CA2026-10-09
Focus Financial Network, Inc.
272,868$11.5M0.3%ETFLowMinneapolis, MN2026-10-14
Advocate Investing Services LLC
269,870$11.4M8.9%ETFLowWoodbine, MD2026-10-26
Beacon Financial Advisory LLC
267,655$11.3M2.1%ETFLowCleveland, OH2026-10-16
Certior Financial Group, LLC
255,916$10.8M5.9%ETFMediumKing Of Prussia, PA2026-10-19
Ledyard National Bank
249,744$10.6M0.8%CoreLowHanover, NH2026-10-21
Nations Financial Group Inc,
231,525$9.8M0.5%CoreLowCedar Rapids, IA2026-11-05
Exchange Traded Concepts, LLC
221,352$9.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Financial Security Advisor, Inc.
213,895$9.0M1.5%CoreLowVirginia Beach, VA2026-11-03
Lighthouse Financial LLC
212,391$9.0M4.0%Agg GrowthLowLargo, FL2026-10-23
Harbor Group, Inc.
210,368$8.9M1.0%ETFVery LowBedford, NH2026-10-14
Wedbush Securities Inc
209,286$8.8K0.0%CoreLowPasadena, CA2026-10-22
National Wealth Management Group, LLC
207,957$8.8M2.5%ETFMediumCincinnati, OH2026-10-26
IFP Advisors, Inc
205,708$8.7M0.1%GrowthLowTampa, FL2026-10-16
4J Wealth Management LLC
205,509$8.7M4.0%ETFMediumMclean, VA2026-11-02
Sage Private Wealth Group, LLC
203,122$8.6M2.9%ETFLowOakbrook Terrace, IL2026-10-21
Chemistry Wealth Management LLC
201,000$8.5M1.3%CoreLowNew York, NY2026-10-16
Davenport & Co LLC
181,344$7.7M0.0%CoreMediumRichmond, VA2026-10-14
Capital Investment Advisory Services, LLC
165,136$7.0M0.4%CoreMediumRaleigh, NC2026-10-30
Southland Equity Partners LLC
164,060$6.9M1.2%ETFLowWildwood, MO2026-10-14
Prospera Financial Services Inc
156,509$6.7M0.1%CoreMediumDallas, TX2026-11-04
Diversified Management Inc
149,786$6.3M1.1%CoreVery LowMilwaukee, WI2026-10-08
Planning Strategies Inc.
148,272$6.3M3.7%ETFN/ALancaster, PA2026-10-02
Parsons Capital Management Inc
148,089$6.3M0.3%CoreLowProvidence, RI2026-10-28
Sprinkle Financial Consultants LLC
147,636$6.2M2.4%ETFLowLittleton, CO2026-10-09
Paragon Advisors, LLC
147,153$6.2M1.1%ETFHighCollege Station, TX2026-11-03
Tanglewood Wealth Management, Inc.
142,859$6.0M0.5%ETFMediumHouston, TX2026-10-23
Asset One Wealth Management LLC
129,057$5.5M0.5%GrowthLowBellevue, WA2026-11-02
Centerpoint Advisory Group
119,238$5.0M3.1%ETFLowOverland Park, KS2026-10-23
Sigma Planning Corp
108,785$4.6M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Harbor Investment Advisory, LLC
104,564$4.4M0.3%GrowthLowLutherville, MD2026-10-13
United Advisor Group, LLC
104,423$4.4M0.4%ETFLowCincinnati, OH2026-11-03
Truist Financial Corp
100,279$4.2M0.0%CoreLowCharlotte, NC2026-10-30
William John Sempolinski
96,427$4.1M1.6%MomentumLowEaston, MA2026-10-20
Wingate Wealth Advisors, Inc.
90,378$3.8M1.6%ETFVery LowLexington, MA2026-10-26
Retirement Planning Group, LLC
90,083$3.8M0.1%ETFVery LowLeawood, KS2026-10-19
High Net Worth Advisory Group LLC
85,349$3.6M0.8%ETFVery LowNaples, FL2026-10-26
Concurrent Investment Advisors, LLC
77,947$3.3M0.0%GrowthMediumTampa, FL2026-10-16
First Pacific Financial
77,442$3.3M0.3%ETFLowVancouver, WA2026-10-14
Lincoln Capital Corp
76,306$3.2M1.1%ETFMediumEast Greenwich, RI2026-10-13
CRA Financial Services, LLC
76,175$3.2M0.4%ETFVery LowNorthfield, NJ2026-10-16
Compass Ion Advisors, LLC
72,654$3.1M0.3%ETFVery LowConshohocken, PA2026-10-23
WealthPLAN Partners, LLC
69,895$3.0M0.5%CoreMediumOmaha, NE2026-10-15
Legacy Capital Wealth Partners, LLC
68,714$2.9M0.6%CoreMediumLittle Rock, AR2026-10-21
Sard Wealth Management Group, LLC
67,441$2.9M1.1%ETFVery LowAtlanta, GA2026-10-16
Seamount Financial Group Inc
67,308$2.8M1.1%ETFLowColorado Springs, CO2026-10-21
Robertson Stephens Wealth Management, LLC
67,285$2.8M0.1%ETFMediumSan Francisco, CA2026-10-16
Patton Albertson Miller Group, LLC
66,344$2.8M0.3%CoreLowChattanooga, TN2026-10-26
J.W. Cole Advisors, Inc.
65,951$2.8M0.0%IndexLowTampa, FL2026-11-05
Integrated Advisors Network LLC
59,296$2.5M0.1%GrowthMediumDallas, TX2026-10-20
Flagship Harbor Advisors, LLC
56,413$2.4M0.1%ETFMediumBoston, MA2026-10-26
Vicus Capital
53,635$2.3M0.1%ETFMediumState College, PA2026-11-05
Koshinski Asset Management, Inc.
53,102$2.2M0.1%ETFLowDecatur, IL2026-10-29
Garton & Associates Financial Advisors LLC
52,575$2.2M5.4%CoreMediumLouisville, KY2026-10-30
AdvisorNet Financial, Inc
51,127$2.2M0.1%ETFLowMinnetonka, MN2026-10-15
Independent Financial Group, LLC
48,310$2.0M0.0%GrowthLowSan Diego, CA2026-10-13
Quantum Financial Partners LLC
47,130$2.0M1.0%ETFN/AOverland Park, KS2026-10-19
Founders Financial Securities LLC
43,438$1.8M0.1%ETFMediumTowson, MD2026-10-28
Svrn Asset Management, LLC
43,232$1.8M0.9%ETFVery LowAustin, TX2026-11-02
Patriot Financial Group Insurance Agency, LLC
42,688$1.8M0.2%GrowthLowWalpole, MA2026-10-14
Marks Group Wealth Management, Inc
41,600$1.8M0.2%CoreMediumMinnetonka, MN2026-11-05
CJM Wealth Advisers, Ltd.
41,223$1.7M0.5%ETFVery LowFalls Church, VA2026-10-27
MSH Capital Advisors LLC
40,935$1.7M0.3%CoreLowScottsdale, AZ2026-11-03
Value Investment Professionals, LLC
39,400$1.7M1.4%ETFHighNew York, NY2026-10-13
Heritage Wealth Management, Inc.
39,293$1.7M0.4%CoreLowCincinnati, OH2026-10-28
Orba Wealth Advisors, L.L.C.
37,604$1.6M1.4%ETFMediumChicago, IL2026-10-23
Nvwm, LLC
36,763$1.6M0.3%GrowthMediumYardley, PA2026-10-14
Comprehensive Financial Planning, Inc.
34,417$1.5M0.8%Agg GrowthLowEast Petersburg, PA2026-10-27
Keeler & Nadler Financial Planning & Wealth Management
34,099$1.4M0.4%ETFLowDublin, OH2026-10-28
Solidarity Wealth, LLC
33,646$1.4M0.2%CoreMediumLehi, UT2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
32,885$1.4M0.7%ETFLowBedford, NH2026-10-14
Rubicon Advisors, GP
32,617$1.4M1.0%GrowthMediumRedding, CA2026-10-23
Walkner Condon Financial Advisors LLC
31,390$1.3M0.1%ETFLowVerona, WI2026-11-02
FMA Wealth Management, LLC
31,368$1.3M0.8%ETFVery LowDuxbury, MA2026-10-21
Fifth Third Bancorp
31,119$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
RM Financial Services, LLC
29,792$1.3M1.0%ETFVery LowFalmouth, ME2026-11-03
Schaper Benz & Wise Investment Counsel Inc
29,482$1.2M0.1%CoreVery LowNeenah, WI2026-10-09
CMG Global Holdings, LLC
28,780$1.2M0.5%MomentumLowPlano, TX2026-10-14
Frontier Asset Management, LLC
26,908$1.1M0.2%ETFLowSheridan, WY2026-10-28
Midwest Financial Group LLC
26,771$1.1M0.4%ETFLowOverland Park, KS2026-10-15
Cornerstone Wealth Management, LLC
25,940$1.1M0.0%ETFVery LowSt. Peters, MO2026-11-04
Studio Investment Management LLC
25,901$1.1M0.2%ETFLowChicago, IL2026-10-22
Weaver Consulting Group
25,403$1.1M0.2%ETFLowHuntington Beach, CA2026-10-07
Avidian Wealth Enterprises, LLC
24,995$1.1M0.0%ETFLowHouston, TX2026-10-08
Kestra Private Wealth Services, LLC
24,849$1.1M0.0%GrowthLowAustin, TX2026-10-30
Catalyst Investment Management LLC
24,707$1.0M0.9%ETFMediumWindham, NH2026-10-21
HB Wealth Management, LLC
24,095$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Apollon Financial, LLC
23,621$998.5K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Hazlett, Burt & Watson, Inc.
23,498$1.0K0.0%CoreVery LowWheeling, WV2026-11-04
15 Wealth Advisors LLC
22,908$968.3K0.2%ETFN/AMundelein, IL2026-10-14
Private Trust Co NA
22,654$957.6K0.1%CoreLowCleveland, OH2026-10-20
Blue Capital, Inc.
21,205$896.3K0.6%CoreHighOmaha, NE2026-10-13
CoreCap Advisors, LLC
21,023$888.6K0.0%ETFMediumSouthfield, MI2026-10-08
Independent Wealth Advisors LLC
20,564$869.2K0.7%ETFLowCary, NC2026-10-27
Summit Asset Management, LLC
19,741$834.5K0.1%ETFLowMemphis, TN2026-11-05
Westside Investment Management, Inc.
19,725$833.8K0.1%GrowthLowSanta Monica, CA2026-11-02
Omni 360 Wealth, Inc.
18,620$787.1K0.4%ETFLowPlainsboro, NJ2026-10-13
Apollon Wealth Management, LLC
18,379$776.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Sagespring Wealth Partners, LLC
18,133$766.5K0.0%ETFLowFranklin, TN2026-10-22
Jones Kertz & Associates, Inc.
17,953$758.9K0.4%GrowthLowBlaine, MN2026-10-28
Redhawk Wealth Advisors, Inc.
17,585$743.3K0.1%ETFHighMinneapolis, MN2026-10-14
Flagship Wealth Advisors, LLC
16,638$703.3K0.2%ETFLowWakefield, MA2026-11-03
Carolina Wealth Management Inc
16,494$697.2K0.3%ETFN/AGreenville, NC2026-10-29
Bensler, LLC
14,927$630.9K0.1%MomentumMediumBellevue, WA2026-11-05
Summit Financial Wealth Advisors, LLC
14,590$616.7K0.1%ETFLowLafayette, LA2026-10-15
Realta Investment Advisors
14,289$604.0K0.2%GrowthMediumWilmington, DE2026-10-14
RFG Advisory, LLC
14,182$599.5K0.0%ETFMediumBirmingham, AL2026-11-03
Roman Butler Fullerton & Co
14,170$612.5K0.1%GrowthMediumSt Louis, MO2026-10-27
Atria Investments, Inc
13,717$579.8K0.0%CoreMediumCharlotte, NC2026-10-15
Dean, Jacobson Financial Services, LLC
13,587$574.3K0.3%ETFLowFort Worth, TX2026-10-29
Dahring | Cusmano LLC
12,691$536.5K0.2%ETFLowNovi, MI2026-11-03
ZWJ Investment Counsel Inc
12,606$532.9K0.0%CoreLowAtlanta, GA2026-10-15
Macroview Investment Management LLC
12,348$522.0K0.3%ETFLowBethesda, MD2026-10-26
Gutierrez Wealth Advisory, LLC
12,331$521.2K0.3%ETFLowLittle Rock, AR2026-11-02
Titleist Asset Management, LLC
12,178$514.8K0.0%ETFLowSan Antonio, TX2026-10-08
E&G Advisors, LLC
12,100$511.5K0.1%ETFVery LowHouston, TX2026-10-13
Park Avenue Securities LLC
12,003$5070.0%ETFMediumNew York, NY2026-10-26
Northwest Financial Advisors
11,663$493.0K0.1%ETFLowHerndon, VA2026-10-27
Partners Wealth Management, LLC
11,221$474.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Signature Estate & Investment Advisors LLC
10,805$456.7K0.0%ETFMediumLos Angeles, CA2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
10,789$456.0K0.0%ETFMediumWoodbury, MN2026-10-13
JFS Wealth Advisors, LLC
10,250$433.3K0.0%ETFVery LowHermitage, PA2026-11-03
Carroll Advisory Group, LLC
9,847$416.2K0.1%ETFVery LowTexarkana, TX2026-10-16
Elevation Point Wealth Partners, LLC
9,740$411.7K0.0%CoreHighDenver, CO2026-11-05
Tanager Wealth Management LLP
9,458$399.8K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Jacobi Capital Management LLC
9,373$396.2K0.0%CoreLowPittston, PA2026-11-05
Kachkovsky & Fisher, Inc.
9,227$390.0K0.4%ETFN/ASan Diego, CA2026-10-21
Hopwood Financial Services, Inc.
9,045$382.3K0.2%ETFLowReston, VA2026-10-29
Uptick Partners, LLC
8,869$374.9K0.1%ETFLowNacogdoches, TX2026-11-04
International Assets Investment Management, LLC
8,746$369.8K0.0%CoreVery HighOrlando, FL2026-11-02
Farther Finance Advisors, LLC
8,484$358.6K0.0%IndexLowSan Francisco, CA2026-10-08
New England Private Wealth Advisors LLC
7,966$336.7K0.0%ETFVery LowWellesley, MA2026-10-19
Latitude Advisors, LLC
7,545$318.9K0.1%ETFLowYorkville, IL2026-10-27
Boyum Wealth Architects LLC
7,515$319.7K0.1%ETFLowBloomington, MN2026-10-06
Gaddis Premier Wealth Advisors LLC
7,503$317.2K0.2%ETFMediumDurant, OK2026-10-29
Atlas Wealth Partners, LLC
7,491$316.6K0.3%Agg GrowthVery LowWyomissing, PA2026-11-03
Verdence Capital Advisors LLC
7,468$315.7K0.0%CoreMediumHunt Valley, MD2026-10-26
Brookstone Capital Management
7,377$311.8K0.0%ETFMediumWheaton, IL2026-10-22
SAX Wealth Advisors, LLC
7,304$308.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Assetmark, Inc
7,251$306.5K0.0%ETFLowConcord, CA2026-10-21
Bond & Devick Financial Network, Inc.
7,157$302.5K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
NWF Advisory Services Inc.
6,878$290.7K0.0%GARPLowLos Angeles, CA2026-10-19
Confluence Wealth Services, Inc.
6,864$290.1K0.0%ETFVery LowMcmurray, PA2026-11-05
Rhodes Investment Advisors Inc
6,857$289.8K0.2%CoreMediumFort Worth, TX2026-10-07
Private Client Services, LLC
6,836$288.9K0.1%ETFMediumLouisville, KY2026-10-02
EverSource Wealth Advisors, LLC
6,820$288.3K0.0%CoreMediumBirmingham, AL2026-11-04
World Equity Group, Inc.
6,430$271.8K0.1%GrowthMediumSchaumburg, IL2026-10-14
GGM Financial LLC
5,949$251.4K0.1%ETFMediumColumbus, OH2026-11-05
Integrity Alliance, Llc.
5,907$249.7K0.0%ETFMediumUrbandale, IA2026-10-29
Sigma Investment Counselors Inc
5,841$246.9K0.0%ETFLowNorthville, MI2026-10-27
Strategic Blueprint, LLC
5,627$237.8K0.0%ETFLowAtlanta, GA2026-10-22
Meridian Wealth Management, LLC
5,621$237.6K0.0%GrowthLowLexington, KY2026-11-05
Sterling Investment Advisors, Ltd.
5,500$232.5K0.0%GrowthLowBerwyn, PA2026-10-27
Capital Management Associates, Inc
5,334$225.5K0.0%ETFLowMinneapolis, MN2026-10-20
US Bancorp \de\
5,187$219.3K0.0%IndexLowMinneapolis, MN2026-11-05
Global Assets Advisory, LLC
5,044$217.3K0.0%GrowthHighOrlando, FL2026-10-28
Fragasso Financial Advisors Inc
5,000$218.0K0.0%ETFLowSewickley, PA2026-10-13
Monetary Solutions, Ltd
3,130$132.3K0.1%ETFVery LowDayton, OH2026-10-22
Rossby Financial, LCC
3,040$128.5K0.0%ETFMediumMelbourne, FL2026-11-05
Central Trust Co
3,000$126.8K0.0%CoreLowJefferson City, MO2026-11-05
Accordant Advisory Group Inc
2,989$126.3K0.1%ValueMediumAnnapolis, MD2026-10-29
MidAtlantic Capital Management, Inc.
2,494$105.4K0.1%ETFVery LowRichmond, VA2026-11-05
Pension & Wealth Management Advisors, Inc.
2,000$84.5K0.0%ETFLowWaltham, MA2026-10-16
NorthAvenue LLC
1,783$75.4K0.1%ETFVery LowColumbus, OH2026-10-29
Signature Equity Partners, LLC
1,744$73.7K0.0%GrowthMediumColumbus, OH2026-10-29
Root Financial Partners, LLC
1,447$61.2K0.0%ETFMediumEncinitas, CA2026-10-21
Blue Trust, Inc.
1,240$52.4K0.0%ETFLowBrentwood, TN2026-10-15
Glass Jacobson Investment Advisors llc
1,151$48.6K0.0%ETFLowOwings Mills, MD2026-10-26
Physician Wealth Advisors, Inc.
550$23.2K0.0%ETFMediumMidvale, UT2026-10-20
Cape Investment Advisory, Inc.
226$9.6K0.0%ETFLowMcdonough, GA2026-10-13
Archer Investment Corp
172$7.3K0.0%CoreMediumCarmel, IN2026-11-05
Indiana Trust & Investment Management Co
170$7.2K0.0%GrowthLowMishawaka, IN2026-10-22
Tradewinds Capital Management, LLC
149$6.3K0.0%ETFVery HighBellingham, WA2026-10-23
WPG Advisers, LLC
24$1.0K0.0%CoreLowBaltimore, MD2026-10-27
American Capital Advisory, LLC
12$5080.0%ETFLowKetchum, ID2026-10-28