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T Rowe PRC Cap Appreciation (TCAF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares17,991,220 from 17,802,322
Change+188,898 (+1%)
Value$760.5M (+$28.8M)
Filed 2026-11-06
Imc-Chicago, LLC
NEW
Shares7,000,001
Change+7,000,001
Value$295.9M
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares5,561,316 from 5,291,530
Change+269,786 (+5%)
Value$235.1M (+$17.6M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,154,081 from 2,147,520
Change+6,561 (+0%)
Value$91.1K (-$88.2M)
Filed 2026-11-02
CPC Advisors, LLC
DECREASED
Shares1,794,991 from 1,815,841
Change-20,850 (-1%)
Value$75.9M (+$1.2M)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares1,681,358 from 1,687,627
Change-6,269 (0%)
Value$71.1M (+$1.7M)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,644,618 from 1,577,702
Change+66,916 (+4%)
Value$69.5M (+$4.7M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares1,546,664 from 1,571,427
Change-24,763 (-2%)
Value$65.4M (+$791.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,293,640 from 1,233,665
Change+59,975 (+5%)
Value$55.9M (+$4.2M)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares1,091,603 from 1,114,596
Change-22,993 (-2%)
Value$46.1M (+$332.2K)
Filed 2026-11-06
Souders Financial Advisors
INCREASED
Shares824,345 from 810,097
Change+14,248 (+2%)
Value$34.8M (+$1.6M)
Filed 2026-11-03
Cora Capital Advisors LLC
DECREASED
Shares800,768 from 803,919
Change-3,151 (0%)
Value$33.8M (+$807.4K)
Filed 2026-11-02
Eastern Bank
INCREASED
Shares720,660 from 687,377
Change+33,283 (+5%)
Value$30.5M (+$2.2M)
Filed 2026-10-05
ADE, LLC
INCREASED
Shares663,782 from 629,052
Change+34,730 (+6%)
Value$28.1M (+$2.2M)
Filed 2026-10-29
McCarthy Asset Management, Inc.
DECREASED
Shares518,047 from 537,516
Change-19,469 (-4%)
Value$21.9M (-$194.1K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares498,642 from 425,905
Change+72,737 (+17%)
Value$21.1M (+$3.6M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares476,242 from 471,096
Change+5,146 (+1%)
Value$20.1M (+$768.7K)
Filed 2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED
Shares472,881 from 448,691
Change+24,190 (+5%)
Value$20.0M (+$1.5M)
Filed 2026-10-16
Cornerstone Advisory, LLC
DECREASED
Shares459,844 from 467,660
Change-7,816 (-2%)
Value$19.4M (+$216.8K)
Filed 2026-11-06
Aprio Wealth Management, LLC
DECREASED
Shares450,995 from 451,652
Change-657 (0%)
Value$19.1M (+$500.7K)
Filed 2026-10-28
Financial Consulate, Inc
DECREASED
Shares450,952 from 456,246
Change-5,294 (-1%)
Value$19.1M (+$310.0K)
Filed 2026-10-23
Harfst & Associates, Inc.
DECREASED
Shares369,614 from 373,428
Change-3,814 (-1%)
Value$15.6M (+$275.7K)
Filed 2026-10-20
Principle Wealth Partners LLC
INCREASED
Shares353,726 from 345,953
Change+7,773 (+2%)
Value$15.0M (+$733.4K)
Filed 2026-11-02
DKM Wealth Management, Inc.
DECREASED
Shares351,748 from 369,501
Change-17,753 (-5%)
Value$14.9M (-$318.1K)
Filed 2026-10-09
Allworth Financial LP
UNCHANGED
Shares331,356 from 331,356
Change0 (0%)
Value$13.6M ($0)
Filed 2026-11-06
James T. Borello RIA
DECREASED
Shares301,315 from 302,168
Change-853 (0%)
Value$12.7M (+$317.5K)
Filed 2026-10-16
MTM Investment Management, LLC
INCREASED
Shares300,565 from 290,407
Change+10,158 (+4%)
Value$12.7M (+$769.2K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED
Shares292,073 from 291,464
Change+609 (+0%)
Value$12.3M (+$366.8K)
Filed 2026-10-16
Eclectic Associates Inc
INCREASED
Shares274,344 from 241,682
Change+32,662 (+14%)
Value$11.6M (+$1.7M)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares272,868 from 260,779
Change+12,089 (+5%)
Value$11.5M (+$816.1K)
Filed 2026-10-14
Advocate Investing Services LLC
DECREASED
Shares269,870 from 282,278
Change-12,408 (-4%)
Value$11.4M (-$194.2K)
Filed 2026-10-26
Beacon Financial Advisory LLC
INCREASED
Shares267,655 from 263,057
Change+4,598 (+2%)
Value$11.3M (+$502.1K)
Filed 2026-10-16
Certior Financial Group, LLC
DECREASED
Shares255,916 from 255,998
Change-82 (0%)
Value$10.8M (+$296.1K)
Filed 2026-10-19
Ledyard National Bank
INCREASED
Shares249,744 from 240,897
Change+8,847 (+4%)
Value$10.6M (+$655.8K)
Filed 2026-10-21
Carson Advisory Inc.
INCREASED
Shares236,419 from 227,419
Change+9,000 (+4%)
Value$10.0M (+$646.5K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares231,525 from 265,218
Change-33,693 (-13%)
Value$9.8M (-$1.1M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares221,352 from 218,817
Change+2,535 (+1%)
Value$9.4M (+$363.2K)
Filed 2026-10-28
Financial Security Advisor, Inc.
INCREASED
Shares213,895 from 207,371
Change+6,524 (+3%)
Value$9.0M (+$518.4K)
Filed 2026-11-03
Lighthouse Financial LLC
INCREASED
Shares212,391 from 177,289
Change+35,102 (+20%)
Value$9.0M (+$1.7M)
Filed 2026-10-23
Harbor Group, Inc.
INCREASED
Shares210,368 from 182,380
Change+27,988 (+15%)
Value$8.9M (+$1.4M)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares209,286 from 192,666
Change+16,620 (+9%)
Value$8.8K (-$7.9M)
Filed 2026-10-22
National Wealth Management Group, LLC
DECREASED
Shares207,957 from 250,394
Change-42,437 (-17%)
Value$8.8M (-$1.5M)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares205,708 from 202,679
Change+3,029 (+1%)
Value$8.7M (+$365.2K)
Filed 2026-10-16
4J Wealth Management LLC
DECREASED
Shares205,509 from 205,529
Change-20 (0%)
Value$8.7M (+$239.6K)
Filed 2026-11-02
Sage Private Wealth Group, LLC
NEW
Shares203,122
Change+203,122
Value$8.6M
Filed 2026-10-21
Chemistry Wealth Management LLC
INCREASED
Shares201,000 from 194,248
Change+6,752 (+3%)
Value$8.5M (+$512.7K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares181,344 from 169,305
Change+12,039 (+7%)
Value$7.7M (+$707.0K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares165,136 from 141,795
Change+23,341 (+16%)
Value$7.0M (+$1.2M)
Filed 2026-10-30
Southland Equity Partners LLC
INCREASED
Shares164,060 from 162,958
Change+1,102 (+1%)
Value$6.9M (+$237.2K)
Filed 2026-10-14
Prospera Financial Services Inc
DECREASED
Shares156,509 from 198,084
Change-41,575 (-21%)
Value$6.7M (-$1.4M)
Filed 2026-11-04
Diversified Management Inc
INCREASED
Shares149,786 from 149,463
Change+323 (+0%)
Value$6.3M (+$188.5K)
Filed 2026-10-08
Planning Strategies Inc.
INCREASED
Shares148,272 from 136,760
Change+11,512 (+8%)
Value$6.3M (+$646.6K)
Filed 2026-10-02
Parsons Capital Management Inc
DECREASED
Shares148,089 from 151,491
Change-3,402 (-2%)
Value$6.3M (+$33.4K)
Filed 2026-10-28
Sprinkle Financial Consultants LLC
INCREASED
Shares147,636 from 139,797
Change+7,839 (+6%)
Value$6.2M (+$495.0K)
Filed 2026-10-09
Paragon Advisors, LLC
DECREASED
Shares147,153 from 164,030
Change-16,877 (-10%)
Value$6.2M (-$521.5K)
Filed 2026-11-03
Tanglewood Wealth Management, Inc.
DECREASED
Shares142,859 from 149,060
Change-6,201 (-4%)
Value$6.0M (-$87.8K)
Filed 2026-10-23
Asset One Wealth Management LLC
DECREASED
Shares129,057 from 215,446
Change-86,389 (-40%)
Value$5.5M (-$3.6M)
Filed 2026-11-02
Centerpoint Advisory Group
INCREASED
Shares119,238 from 115,720
Change+3,518 (+3%)
Value$5.0M (+$284.1K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares108,785 from 105,872
Change+2,913 (+3%)
Value$4.6M (+$246.7K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
INCREASED
Shares104,564 from 94,408
Change+10,156 (+11%)
Value$4.4M (+$539.8K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares104,423 from 94,836
Change+9,587 (+10%)
Value$4.4M (+$516.2K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares100,279 from 100,424
Change-145 (0%)
Value$4.2M (+$111.4K)
Filed 2026-10-30
William John Sempolinski
INCREASED
Shares96,427 from 77,442
Change+18,985 (+25%)
Value$4.1M (+$893.1K)
Filed 2026-10-20
Merit Financial Group, LLC
DECREASED
Shares90,756 from 98,812
Change-8,056 (-8%)
Value$3.8M (-$224.9K)
Filed 2026-11-06
Wingate Wealth Advisors, Inc.
DECREASED
Shares90,378 from 100,561
Change-10,183 (-10%)
Value$3.8M (-$312.8K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares90,083 from 97,932
Change-7,849 (-8%)
Value$3.8M (-$217.2K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
INCREASED
Shares85,349 from 81,797
Change+3,552 (+4%)
Value$3.6M (+$245.8K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares77,947 from 72,060
Change+5,887 (+8%)
Value$3.3M (+$333.1K)
Filed 2026-10-16
First Pacific Financial
NEW
Shares77,442
Change+77,442
Value$3.3M
Filed 2026-10-14
Lincoln Capital Corp
INCREASED
Shares76,306 from 76,260
Change+46 (+0%)
Value$3.2M (+$91.2K)
Filed 2026-10-13
CRA Financial Services, LLC
DECREASED
Shares76,175 from 76,353
Change-178 (0%)
Value$3.2M (+$81.8K)
Filed 2026-10-16
Compass Ion Advisors, LLC
DECREASED
Shares72,654 from 74,987
Change-2,333 (-3%)
Value$3.1M (-$10.9K)
Filed 2026-10-23
WealthPLAN Partners, LLC
DECREASED
Shares69,895 from 71,062
Change-1,167 (-2%)
Value$3.0M (+$33.8K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED
Shares68,714 from 66,255
Change+2,459 (+4%)
Value$2.9M (+$181.4K)
Filed 2026-10-21
Sard Wealth Management Group, LLC
INCREASED
Shares67,441 from 65,619
Change+1,822 (+3%)
Value$2.9M (+$153.8K)
Filed 2026-10-16
Seamount Financial Group Inc
INCREASED
Shares67,308 from 66,690
Change+618 (+1%)
Value$2.8M (+$104.2K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares67,285 from 67,285
Change0 (0%)
Value$2.8M (+$78.7K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
DECREASED
Shares66,344 from 72,809
Change-6,465 (-9%)
Value$2.8M (-$188.1K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares65,951 from 68,768
Change-2,817 (-4%)
Value$2.8M (-$38.6K)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares59,296 from 60,130
Change-834 (-1%)
Value$2.5M (+$35.1K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares56,413 from 47,418
Change+8,995 (+19%)
Value$2.4M (+$435.7K)
Filed 2026-10-26
Vicus Capital
INCREASED
Shares53,635 from 52,632
Change+1,003 (+2%)
Value$2.3M (+$104.0K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares53,102 from 50,994
Change+2,108 (+4%)
Value$2.2M (+$148.8K)
Filed 2026-10-29
Garton & Associates Financial Advisors LLC
INCREASED
Shares52,575 from 50,907
Change+1,668 (+3%)
Value$2.2M (+$130.1K)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares51,127 from 50,667
Change+460 (+1%)
Value$2.2M (+$128.8K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares48,310 from 35,236
Change+13,074 (+37%)
Value$2.0M (+$593.9K)
Filed 2026-10-13
Quantum Financial Partners LLC
DECREASED
Shares47,130 from 59,149
Change-12,019 (-20%)
Value$2.0M (-$438.8K)
Filed 2026-10-19
Founders Financial Securities LLC
DECREASED
Shares43,438 from 55,321
Change-11,883 (-21%)
Value$1.8M (-$437.6K)
Filed 2026-10-28
Svrn Asset Management, LLC
UNCHANGED
Shares43,232 from 43,232
Change0 (0%)
Value$1.8M (+$50.6K)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares42,688 from 50,278
Change-7,590 (-15%)
Value$1.8M (-$262.0K)
Filed 2026-10-14
Marks Group Wealth Management, Inc
INCREASED
Shares41,600 from 39,212
Change+2,388 (+6%)
Value$1.8M (+$146.8K)
Filed 2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED
Shares41,223 from 43,569
Change-2,346 (-5%)
Value$1.7M (-$48.2K)
Filed 2026-10-27
MSH Capital Advisors LLC
INCREASED
Shares40,935 from 30,243
Change+10,692 (+35%)
Value$1.7M (+$487.3K)
Filed 2026-11-03
Value Investment Professionals, LLC
DECREASED
Shares39,400 from 39,965
Change-565 (-1%)
Value$1.7M (+$22.9K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
INCREASED
Shares39,293 from 28,129
Change+11,164 (+40%)
Value$1.7M (+$504.8K)
Filed 2026-10-28
Orba Wealth Advisors, L.L.C.
UNCHANGED
Shares37,604 from 37,604
Change0 (0%)
Value$1.6M (+$44.0K)
Filed 2026-10-23
Nvwm, LLC
INCREASED
Shares36,763 from 36,758
Change+5 (+0%)
Value$1.6M (+$43.2K)
Filed 2026-10-14
Warner Financial, Inc
UNCHANGED
Shares34,612 from 34,612
Change0 (0%)
Value$1.5M (+$40.5K)
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
INCREASED
Shares34,417 from 32,980
Change+1,437 (+4%)
Value$1.5M (+$99.3K)
Filed 2026-10-27
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares34,099 from 28,074
Change+6,025 (+21%)
Value$1.4M (+$287.6K)
Filed 2026-10-28
Solidarity Wealth, LLC
INCREASED
Shares33,646 from 30,182
Change+3,464 (+11%)
Value$1.4M (+$181.7K)
Filed 2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares32,885 from 69,764
Change-36,879 (-53%)
Value$1.4M (-$1.5M)
Filed 2026-10-14
Rubicon Advisors, GP
INCREASED
Shares32,617 from 31,372
Change+1,245 (+4%)
Value$1.4M (+$89.3K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED
Shares31,390 from 36,685
Change-5,295 (-14%)
Value$1.3M (-$180.9K)
Filed 2026-11-02
FMA Wealth Management, LLC
INCREASED
Shares31,368 from 29,997
Change+1,371 (+5%)
Value$1.3M (+$93.0K)
Filed 2026-10-21
Fifth Third Bancorp
UNCHANGED
Shares31,119 from 31,119
Change0 (0%)
Value$1.3M (+$36.4K)
Filed 2026-11-05
RM Financial Services, LLC
INCREASED
Shares29,792 from 29,263
Change+529 (+2%)
Value$1.3M (+$56.6K)
Filed 2026-11-03
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares29,482 from 29,495
Change-13 (0%)
Value$1.2M (+$34.0K)
Filed 2026-10-09
CMG Global Holdings, LLC
DECREASED
Shares28,780 from 32,362
Change-3,582 (-11%)
Value$1.2M (-$113.6K)
Filed 2026-10-14
Frontier Asset Management, LLC
DECREASED
Shares26,908 from 27,643
Change-735 (-3%)
Value$1.1M (+$1.3K)
Filed 2026-10-28
Midwest Financial Group LLC
INCREASED
Shares26,771 from 25,464
Change+1,307 (+5%)
Value$1.1M (+$85.1K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
INCREASED
Shares25,940 from 24,863
Change+1,077 (+4%)
Value$1.1M (+$74.6K)
Filed 2026-11-04
Studio Investment Management LLC
DECREASED
Shares25,901 from 29,024
Change-3,123 (-11%)
Value$1.1M (-$98.1K)
Filed 2026-10-22
Weaver Consulting Group
DECREASED
Shares25,403 from 25,431
Change-28 (0%)
Value$1.1M (+$28.6K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
NEW
Shares24,995
Change+24,995
Value$1.1M
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares24,849 from 91,127
Change-66,278 (-73%)
Value$1.1M (-$2.7M)
Filed 2026-11-06
Catalyst Investment Management LLC
UNCHANGED
Shares24,707 from 24,707
Change0 (0%)
Value$1.0M (+$28.9K)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares24,095 from 25,448
Change-1,353 (-5%)
Value$1.0M (-$27.5K)
Filed 2026-10-23
Apollon Financial, LLC
INCREASED
Shares23,621 from 21,034
Change+2,587 (+12%)
Value$998.5K (+$134.0K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED
Shares23,498 from 19,849
Change+3,649 (+18%)
Value$1.0K (-$188.6K)
Filed 2026-11-04
15 Wealth Advisors LLC
NEW
Shares22,908
Change+22,908
Value$968.3K
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares22,654 from 22,265
Change+389 (+2%)
Value$957.6K (+$42.5K)
Filed 2026-10-20
Blue Capital, Inc.
NEW
Shares21,205
Change+21,205
Value$896.3K
Filed 2026-10-13
CoreCap Advisors, LLC
UNCHANGED
Shares21,023 from 21,023
Change0 (0%)
Value$888.6K (+$24.6K)
Filed 2026-10-08
Independent Wealth Advisors LLC
DECREASED
Shares20,564 from 21,639
Change-1,075 (-5%)
Value$869.2K (-$20.1K)
Filed 2026-10-27
Summit Asset Management, LLC
DECREASED
Shares19,741 from 19,872
Change-131 (-1%)
Value$834.5K (+$17.7K)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares19,725 from 19,725
Change0 (0%)
Value$833.8K (+$23.1K)
Filed 2026-11-02
Omni 360 Wealth, Inc.
DECREASED
Shares18,620 from 19,400
Change-780 (-4%)
Value$787.1K (-$10.3K)
Filed 2026-10-13
Apollon Wealth Management, LLC
UNCHANGED
Shares18,379 from 18,379
Change0 (0%)
Value$776.9K (+$21.5K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares18,133 from 18,036
Change+97 (+1%)
Value$766.5K (+$25.2K)
Filed 2026-10-22
Jones Kertz & Associates, Inc.
INCREASED
Shares17,953 from 16,887
Change+1,066 (+6%)
Value$758.9K (+$64.8K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
UNCHANGED
Shares17,585 from 17,585
Change0 (0%)
Value$743.3K (+$20.6K)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED
Shares16,638 from 16,638
Change0 (0%)
Value$703.3K (+$19.5K)
Filed 2026-11-03
Carolina Wealth Management Inc
DECREASED
Shares16,494 from 17,421
Change-927 (-5%)
Value$697.2K (-$18.8K)
Filed 2026-10-29
Bensler, LLC
DECREASED
Shares14,927 from 16,904
Change-1,977 (-12%)
Value$630.9K (-$63.8K)
Filed 2026-11-05
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares14,590 from 14,590
Change0 (0%)
Value$616.7K (+$17.1K)
Filed 2026-10-15
Realta Investment Advisors
UNCHANGED
Shares14,289 from 14,289
Change0 (0%)
Value$604.0K (+$16.7K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares14,182 from 14,312
Change-130 (-1%)
Value$599.5K (+$11.3K)
Filed 2026-11-03
Roman Butler Fullerton & Co
DECREASED
Shares14,170 from 14,431
Change-261 (-2%)
Value$612.5K (+$12.1K)
Filed 2026-10-27
Atria Investments, Inc
DECREASED
Shares13,717 from 15,182
Change-1,465 (-10%)
Value$579.8K (-$44.2K)
Filed 2026-10-15
Dean, Jacobson Financial Services, LLC
INCREASED
Shares13,587 from 7,590
Change+5,997 (+79%)
Value$574.3K (+$262.4K)
Filed 2026-10-29
Dahring | Cusmano LLC
DECREASED
Shares12,691 from 19,641
Change-6,950 (-35%)
Value$536.5K (-$270.8K)
Filed 2026-11-03
ZWJ Investment Counsel Inc
UNCHANGED
Shares12,606 from 12,606
Change0 (0%)
Value$532.9K (+$14.7K)
Filed 2026-10-15
Macroview Investment Management LLC
DECREASED
Shares12,348 from 12,833
Change-485 (-4%)
Value$522.0K (-$5.5K)
Filed 2026-10-26
Gutierrez Wealth Advisory, LLC
UNCHANGED
Shares12,331 from 12,331
Change0 (0%)
Value$521.2K (+$14.4K)
Filed 2026-11-02
Titleist Asset Management, LLC
DECREASED
Shares12,178 from 12,316
Change-138 (-1%)
Value$514.8K (+$8.6K)
Filed 2026-10-08
E&G Advisors, LLC
INCREASED
Shares12,100 from 10,600
Change+1,500 (+14%)
Value$511.5K (+$75.8K)
Filed 2026-10-13
Park Avenue Securities LLC
NEW
Shares12,003
Change+12,003
Value$507
Filed 2026-10-26
Fortis Group Advisors, LLC
DECREASED
Shares11,934 from 12,537
Change-603 (-5%)
Value$511.0K (-$4.2K)
Filed 2026-11-06
Northwest Financial Advisors
DECREASED
Shares11,663 from 15,118
Change-3,455 (-23%)
Value$493.0K (-$128.4K)
Filed 2026-10-27
Partners Wealth Management, LLC
NEW
Shares11,221
Change+11,221
Value$474.3K
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares10,805 from 9,843
Change+962 (+10%)
Value$456.7K (+$52.2K)
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares10,789
Change+10,789
Value$456.0K
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$433.3K (+$12.0K)
Filed 2026-11-03
Carroll Advisory Group, LLC
NEW
Shares9,847
Change+9,847
Value$416.2K
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares9,740 from 9,835
Change-95 (-1%)
Value$411.7K (+$7.5K)
Filed 2026-11-05
Tanager Wealth Management LLP
DECREASED
Shares9,458 from 15,885
Change-6,427 (-40%)
Value$399.8K (-$253.1K)
Filed 2026-10-19
Jacobi Capital Management LLC
UNCHANGED
Shares9,373 from 9,373
Change0 (0%)
Value$396.2K (+$11.0K)
Filed 2026-11-05
Kachkovsky & Fisher, Inc.
INCREASED
Shares9,227 from 9,044
Change+183 (+2%)
Value$390.0K (+$18.3K)
Filed 2026-10-21
Hopwood Financial Services, Inc.
UNCHANGED
Shares9,045 from 9,045
Change0 (0%)
Value$382.3K (+$10.6K)
Filed 2026-10-29
Uptick Partners, LLC
DECREASED
Shares8,869 from 10,560
Change-1,691 (-16%)
Value$374.9K (-$59.1K)
Filed 2026-11-04
International Assets Investment Management, LLC
UNCHANGED
Shares8,746 from 8,746
Change0 (0%)
Value$369.8K (+$9.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares8,484 from 7,770
Change+714 (+9%)
Value$358.6K (+$39.3K)
Filed 2026-10-08
New England Private Wealth Advisors LLC
UNCHANGED
Shares7,966 from 7,966
Change0 (0%)
Value$336.7K (+$11.6K)
Filed 2026-10-19
Latitude Advisors, LLC
INCREASED
Shares7,545 from 6,145
Change+1,400 (+23%)
Value$318.9K (+$66.4K)
Filed 2026-10-27
Boyum Wealth Architects LLC
DECREASED
Shares7,515 from 11,430
Change-3,915 (-34%)
Value$319.7K (-$155.8K)
Filed 2026-10-06
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares7,503 from 7,662
Change-159 (-2%)
Value$317.2K (+$2.3K)
Filed 2026-10-29
Atlas Wealth Partners, LLC
UNCHANGED
Shares7,491 from 7,491
Change0 (0%)
Value$316.6K (+$8.8K)
Filed 2026-11-03
Verdence Capital Advisors LLC
NEW
Shares7,468
Change+7,468
Value$315.7K
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares7,377 from 8,144
Change-767 (-9%)
Value$311.8K (-$22.9K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
UNCHANGED
Shares7,304 from 7,304
Change0 (0%)
Value$308.7K (+$48.8K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares7,251 from 7,222
Change+29 (+0%)
Value$306.5K (+$9.7K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares7,157 from 7,157
Change0 (0%)
Value$302.5K (+$8.4K)
Filed 2026-10-23
NWF Advisory Services Inc.
DECREASED
Shares6,878 from 7,459
Change-581 (-8%)
Value$290.7K (-$15.8K)
Filed 2026-10-19
Confluence Wealth Services, Inc.
DECREASED
Shares6,864 from 6,887
Change-23 (0%)
Value$290.1K (+$7.1K)
Filed 2026-11-05
Rhodes Investment Advisors Inc
NEW
Shares6,857
Change+6,857
Value$289.8K
Filed 2026-10-07
Private Client Services, LLC
UNCHANGED
Shares6,836 from 6,836
Change0 (0%)
Value$288.9K (+$8.0K)
Filed 2026-10-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares6,820 from 6,820
Change0 (0%)
Value$288.3K (+$8.0K)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares6,430 from 20,524
Change-14,094 (-69%)
Value$271.8K (-$571.7K)
Filed 2026-10-14
GGM Financial LLC
UNCHANGED
Shares5,949 from 5,949
Change0 (0%)
Value$251.4K (+$7.0K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares5,907 from 5,381
Change+526 (+10%)
Value$249.7K (+$28.5K)
Filed 2026-10-29
Sigma Investment Counselors Inc
UNCHANGED
Shares5,841 from 5,841
Change0 (0%)
Value$246.9K (+$6.8K)
Filed 2026-10-27
Strategic Blueprint, LLC
DECREASED
Shares5,627 from 5,927
Change-300 (-5%)
Value$237.8K (-$5.7K)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares5,621 from 5,611
Change+10 (+0%)
Value$237.6K (+$7.0K)
Filed 2026-11-05
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$232.5K (+$6.4K)
Filed 2026-10-27
Capital Management Associates, Inc
DECREASED
Shares5,334 from 5,688
Change-354 (-6%)
Value$225.5K (-$8.3K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares5,187 from 9,187
Change-4,000 (-44%)
Value$219.3K (-$158.3K)
Filed 2026-11-05
Global Assets Advisory, LLC
NEW
Shares5,044
Change+5,044
Value$217.3K
Filed 2026-10-28
Fragasso Financial Advisors Inc
NEW
Shares5,000
Change+5,000
Value$218.0K
Filed 2026-10-13
Monetary Solutions, Ltd
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$132.3K (+$3.7K)
Filed 2026-10-22
Rossby Financial, LCC
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$128.5K (+$3.6K)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$126.8K (+$3.5K)
Filed 2026-11-05
Accordant Advisory Group Inc
UNCHANGED
Shares2,989 from 2,989
Change0 (0%)
Value$126.3K (+$3.5K)
Filed 2026-10-29
MidAtlantic Capital Management, Inc.
DECREASED
Shares2,494 from 4,905
Change-2,411 (-49%)
Value$105.4K (-$96.2K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$84.5K (+$2.3K)
Filed 2026-10-16
NorthAvenue LLC
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$75.4K (+$2.1K)
Filed 2026-10-29
Signature Equity Partners, LLC
DECREASED
Shares1,744 from 2,073
Change-329 (-16%)
Value$73.7K (-$11.5K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares1,447
Change+1,447
Value$61.2K
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$52.4K (+$1.5K)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$48.6K (+$1.3K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares550 from 573
Change-23 (-4%)
Value$23.2K (-$302)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares226 from 216
Change+10 (+5%)
Value$9.6K (+$675)
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$7.3K (+$201)
Filed 2026-11-05
Indiana Trust & Investment Management Co
NEW
Shares170
Change+170
Value$7.2K
Filed 2026-10-22
Tradewinds Capital Management, LLC
DECREASED
Shares149 from 246
Change-97 (-39%)
Value$6.3K (-$3.8K)
Filed 2026-10-23
IAG Wealth Partners, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.6K (+$73)
Filed 2026-11-06
WPG Advisers, LLC
NEW
Shares24
Change+24
Value$1.0K
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$508 (+$14)
Filed 2026-10-28
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 87,830
Change-87,830 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-21
Sharkey, Howes & Javer
CLOSED
Shares0 from 73,263
Change-73,263 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-22
Sugar Maple Asset Management, LLC
CLOSED
Shares0 from 35,994
Change-35,994 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
Tsfg, LLC
CLOSED
Shares0 from 22,908
Change-22,908 (-100%)
Value$0 (-$942.0K)
Filed 2026-10-23
Ted Buchan & Co
CLOSED
Shares0 from 7,419
Change-7,419 (-100%)
Value$0 (-$304.9K)
Filed 2026-10-23
Reston Wealth Management LLC
CLOSED
Shares0 from 5,104
Change-5,104 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-14
Abound Wealth Management
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-26
Carolina Wealth Advisors, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-23
Price T Rowe Associates Inc
N/A
Shares— from 26,042,943
Change-26,042,943 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,263,657
Change-6,263,657 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,374,634
Change-4,374,634 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,912,954
Change-3,912,954 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,317,184
Change-3,317,184 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,632,176
Change-2,632,176 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,299,196
Change-2,299,196 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,212,197
Change-2,212,197 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,148,749
Change-2,148,749 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,029,086
Change-2,029,086 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,759,021
Change-1,759,021 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,623,535
Change-1,623,535 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,253,110
Change-1,253,110 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,065,990
Change-1,065,990 (-100%)
Value—
UBS Group AG
N/A
Shares— from 950,353
Change-950,353 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 877,274
Change-877,274 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 870,538
Change-870,538 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 865,145
Change-865,145 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 583,194
Change-583,194 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 565,892
Change-565,892 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 558,819
Change-558,819 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 554,286
Change-554,286 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 544,433
Change-544,433 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 501,777
Change-501,777 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 420,410
Change-420,410 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 406,410
Change-406,410 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 395,751
Change-395,751 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 387,651
Change-387,651 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 309,648
Change-309,648 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 306,884
Change-306,884 (-100%)
Value—
&partners
N/A
Shares— from 289,127
Change-289,127 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 288,090
Change-288,090 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 287,265
Change-287,265 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 276,967
Change-276,967 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 262,743
Change-262,743 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 260,209
Change-260,209 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 254,143
Change-254,143 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 240,168
Change-240,168 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 236,272
Change-236,272 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 229,787
Change-229,787 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 224,052
Change-224,052 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 223,617
Change-223,617 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 221,657
Change-221,657 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 215,949
Change-215,949 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 174,970
Change-174,970 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 173,819
Change-173,819 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 172,344
Change-172,344 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 171,089
Change-171,089 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 161,696
Change-161,696 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 159,665
Change-159,665 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 148,354
Change-148,354 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 147,223
Change-147,223 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 133,250
Change-133,250 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 129,954
Change-129,954 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 123,261
Change-123,261 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 122,768
Change-122,768 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 120,859
Change-120,859 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 119,540
Change-119,540 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 111,420
Change-111,420 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 107,761
Change-107,761 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 94,240
Change-94,240 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 90,400
Change-90,400 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 86,660
Change-86,660 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 86,645
Change-86,645 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 84,506
Change-84,506 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 82,193
Change-82,193 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 81,605
Change-81,605 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 80,834
Change-80,834 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 78,197
Change-78,197 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 76,246
Change-76,246 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 66,791
Change-66,791 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 63,738
Change-63,738 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 63,078
Change-63,078 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 57,441
Change-57,441 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 55,973
Change-55,973 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 52,965
Change-52,965 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 51,500
Change-51,500 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 49,195
Change-49,195 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 49,156
Change-49,156 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 47,758
Change-47,758 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 47,682
Change-47,682 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 46,273
Change-46,273 (-100%)
Value—
Stephens Inc
N/A
Shares— from 44,250
Change-44,250 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 42,311
Change-42,311 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 37,357
Change-37,357 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 36,582
Change-36,582 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 36,188
Change-36,188 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 34,004
Change-34,004 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 33,119
Change-33,119 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 31,806
Change-31,806 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 31,565
Change-31,565 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 31,047
Change-31,047 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 26,563
Change-26,563 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 26,258
Change-26,258 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 25,885
Change-25,885 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 24,376
Change-24,376 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 24,376
Change-24,376 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 23,801
Change-23,801 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 22,730
Change-22,730 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 22,239
Change-22,239 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,233
Change-22,233 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 21,607
Change-21,607 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,305
Change-19,305 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 18,305
Change-18,305 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 17,761
Change-17,761 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 17,471
Change-17,471 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 17,278
Change-17,278 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 16,578
Change-16,578 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 16,569
Change-16,569 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 16,012
Change-16,012 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 15,796
Change-15,796 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,197
Change-14,197 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,855
Change-13,855 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,559
Change-12,559 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 12,294
Change-12,294 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,191
Change-12,191 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 11,331
Change-11,331 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 11,074
Change-11,074 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,995
Change-9,995 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,788
Change-9,788 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 9,166
Change-9,166 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,136
Change-7,136 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,938
Change-4,938 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 392
Change-392 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 45
Change-45 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED17,991,22017,802,322+188,898+1%$731.7M$760.5M+$28.8M2026-11-06
Imc-Chicago, LLC
NEW7,000,001—+7,000,001——$295.9M—2026-11-05
Commonwealth Equity Services, LLC
INCREASED5,561,3165,291,530+269,786+5%$217.5M$235.1M+$17.6M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED2,154,0812,147,520+6,561+0%$88.3M$91.1K-$88.2M2026-11-02
CPC Advisors, LLC
DECREASED1,794,9911,815,841-20,850-1%$74.6M$75.9M+$1.2M2026-10-21
Bank of New York Mellon Corp
DECREASED1,681,3581,687,627-6,2690%$69.4M$71.1M+$1.7M2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED1,644,6181,577,702+66,916+4%$64.8M$69.5M+$4.7M2026-11-05
Creative Planning
DECREASED1,546,6641,571,427-24,763-2%$64.6M$65.4M+$791.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED1,293,6401,233,665+59,975+5%$51.7M$55.9M+$4.2M2026-10-13
Level Four Advisory Services, LLC
DECREASED1,091,6031,114,596-22,993-2%$45.8M$46.1M+$332.2K2026-11-06
Souders Financial Advisors
INCREASED824,345810,097+14,248+2%$33.3M$34.8M+$1.6M2026-11-03
Cora Capital Advisors LLC
DECREASED800,768803,919-3,1510%$33.0M$33.8M+$807.4K2026-11-02
Eastern Bank
INCREASED720,660687,377+33,283+5%$28.3M$30.5M+$2.2M2026-10-05
ADE, LLC
INCREASED663,782629,052+34,730+6%$25.9M$28.1M+$2.2M2026-10-29
McCarthy Asset Management, Inc.
DECREASED518,047537,516-19,469-4%$22.1M$21.9M-$194.1K2026-10-20
Kestra Advisory Services, LLC
INCREASED498,642425,905+72,737+17%$17.5M$21.1M+$3.6M2026-11-02
D.A. Davidson & Co.
INCREASED476,242471,096+5,146+1%$19.4M$20.1M+$768.7K2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED472,881448,691+24,190+5%$18.4M$20.0M+$1.5M2026-10-16
Cornerstone Advisory, LLC
DECREASED459,844467,660-7,816-2%$19.2M$19.4M+$216.8K2026-11-06
Aprio Wealth Management, LLC
DECREASED450,995451,652-6570%$18.6M$19.1M+$500.7K2026-10-28
Financial Consulate, Inc
DECREASED450,952456,246-5,294-1%$18.8M$19.1M+$310.0K2026-10-23
Harfst & Associates, Inc.
DECREASED369,614373,428-3,814-1%$15.3M$15.6M+$275.7K2026-10-20
Principle Wealth Partners LLC
INCREASED353,726345,953+7,773+2%$14.2M$15.0M+$733.4K2026-11-02
DKM Wealth Management, Inc.
DECREASED351,748369,501-17,753-5%$15.2M$14.9M-$318.1K2026-10-09
Allworth Financial LP
UNCHANGED331,356331,35600%$13.6M$13.6M$02026-11-06
James T. Borello RIA
DECREASED301,315302,168-8530%$12.4M$12.7M+$317.5K2026-10-16
MTM Investment Management, LLC
INCREASED300,565290,407+10,158+4%$11.9M$12.7M+$769.2K2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED292,073291,464+609+0%$12.0M$12.3M+$366.8K2026-10-16
Eclectic Associates Inc
INCREASED274,344241,682+32,662+14%$9.9M$11.6M+$1.7M2026-10-09
Focus Financial Network, Inc.
INCREASED272,868260,779+12,089+5%$10.7M$11.5M+$816.1K2026-10-14
Advocate Investing Services LLC
DECREASED269,870282,278-12,408-4%$11.6M$11.4M-$194.2K2026-10-26
Beacon Financial Advisory LLC
INCREASED267,655263,057+4,598+2%$10.8M$11.3M+$502.1K2026-10-16
Certior Financial Group, LLC
DECREASED255,916255,998-820%$10.5M$10.8M+$296.1K2026-10-19
Ledyard National Bank
INCREASED249,744240,897+8,847+4%$9.9M$10.6M+$655.8K2026-10-21
Carson Advisory Inc.
INCREASED236,419227,419+9,000+4%$9.3M$10.0M+$646.5K2026-11-06
Nations Financial Group Inc,
DECREASED231,525265,218-33,693-13%$10.9M$9.8M-$1.1M2026-11-05
Exchange Traded Concepts, LLC
INCREASED221,352218,817+2,535+1%$9.0M$9.4M+$363.2K2026-10-28
Financial Security Advisor, Inc.
INCREASED213,895207,371+6,524+3%$8.5M$9.0M+$518.4K2026-11-03
Lighthouse Financial LLC
INCREASED212,391177,289+35,102+20%$7.3M$9.0M+$1.7M2026-10-23
Harbor Group, Inc.
INCREASED210,368182,380+27,988+15%$7.5M$8.9M+$1.4M2026-10-14
Wedbush Securities Inc
INCREASED209,286192,666+16,620+9%$7.9M$8.8K-$7.9M2026-10-22
National Wealth Management Group, LLC
DECREASED207,957250,394-42,437-17%$10.3M$8.8M-$1.5M2026-10-26
IFP Advisors, Inc
INCREASED205,708202,679+3,029+1%$8.3M$8.7M+$365.2K2026-10-16
4J Wealth Management LLC
DECREASED205,509205,529-200%$8.4M$8.7M+$239.6K2026-11-02
Sage Private Wealth Group, LLC
NEW203,122—+203,122——$8.6M—2026-10-21
Chemistry Wealth Management LLC
INCREASED201,000194,248+6,752+3%$8.0M$8.5M+$512.7K2026-10-16
Davenport & Co LLC
INCREASED181,344169,305+12,039+7%$7.0M$7.7M+$707.0K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED165,136141,795+23,341+16%$5.8M$7.0M+$1.2M2026-10-30
Southland Equity Partners LLC
INCREASED164,060162,958+1,102+1%$6.7M$6.9M+$237.2K2026-10-14
Prospera Financial Services Inc
DECREASED156,509198,084-41,575-21%$8.1M$6.7M-$1.4M2026-11-04
Diversified Management Inc
INCREASED149,786149,463+323+0%$6.1M$6.3M+$188.5K2026-10-08
Planning Strategies Inc.
INCREASED148,272136,760+11,512+8%$5.6M$6.3M+$646.6K2026-10-02
Parsons Capital Management Inc
DECREASED148,089151,491-3,402-2%$6.2M$6.3M+$33.4K2026-10-28
Sprinkle Financial Consultants LLC
INCREASED147,636139,797+7,839+6%$5.7M$6.2M+$495.0K2026-10-09
Paragon Advisors, LLC
DECREASED147,153164,030-16,877-10%$6.7M$6.2M-$521.5K2026-11-03
Tanglewood Wealth Management, Inc.
DECREASED142,859149,060-6,201-4%$6.1M$6.0M-$87.8K2026-10-23
Asset One Wealth Management LLC
DECREASED129,057215,446-86,389-40%$9.0M$5.5M-$3.6M2026-11-02
Centerpoint Advisory Group
INCREASED119,238115,720+3,518+3%$4.8M$5.0M+$284.1K2026-10-23
Sigma Planning Corp
INCREASED108,785105,872+2,913+3%$4.4M$4.6M+$246.7K2026-10-23
Harbor Investment Advisory, LLC
INCREASED104,56494,408+10,156+11%$3.9M$4.4M+$539.8K2026-10-13
United Advisor Group, LLC
INCREASED104,42394,836+9,587+10%$3.9M$4.4M+$516.2K2026-11-03
Truist Financial Corp
DECREASED100,279100,424-1450%$4.1M$4.2M+$111.4K2026-10-30
William John Sempolinski
INCREASED96,42777,442+18,985+25%$3.2M$4.1M+$893.1K2026-10-20
Merit Financial Group, LLC
DECREASED90,75698,812-8,056-8%$4.1M$3.8M-$224.9K2026-11-06
Wingate Wealth Advisors, Inc.
DECREASED90,378100,561-10,183-10%$4.1M$3.8M-$312.8K2026-10-26
Retirement Planning Group, LLC
DECREASED90,08397,932-7,849-8%$4.0M$3.8M-$217.2K2026-10-19
High Net Worth Advisory Group LLC
INCREASED85,34981,797+3,552+4%$3.4M$3.6M+$245.8K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED77,94772,060+5,887+8%$3.0M$3.3M+$333.1K2026-10-16
First Pacific Financial
NEW77,442—+77,442——$3.3M—2026-10-14
Lincoln Capital Corp
INCREASED76,30676,260+46+0%$3.1M$3.2M+$91.2K2026-10-13
CRA Financial Services, LLC
DECREASED76,17576,353-1780%$3.1M$3.2M+$81.8K2026-10-16
Compass Ion Advisors, LLC
DECREASED72,65474,987-2,333-3%$3.1M$3.1M-$10.9K2026-10-23
WealthPLAN Partners, LLC
DECREASED69,89571,062-1,167-2%$2.9M$3.0M+$33.8K2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED68,71466,255+2,459+4%$2.7M$2.9M+$181.4K2026-10-21
Sard Wealth Management Group, LLC
INCREASED67,44165,619+1,822+3%$2.7M$2.9M+$153.8K2026-10-16
Seamount Financial Group Inc
INCREASED67,30866,690+618+1%$2.7M$2.8M+$104.2K2026-10-21
Robertson Stephens Wealth Management, LLC
UNCHANGED67,28567,28500%$2.8M$2.8M+$78.7K2026-10-16
Patton Albertson Miller Group, LLC
DECREASED66,34472,809-6,465-9%$3.0M$2.8M-$188.1K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED65,95168,768-2,817-4%$2.8M$2.8M-$38.6K2026-11-05
Integrated Advisors Network LLC
DECREASED59,29660,130-834-1%$2.5M$2.5M+$35.1K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED56,41347,418+8,995+19%$1.9M$2.4M+$435.7K2026-10-26
Vicus Capital
INCREASED53,63552,632+1,003+2%$2.2M$2.3M+$104.0K2026-11-05
Koshinski Asset Management, Inc.
INCREASED53,10250,994+2,108+4%$2.1M$2.2M+$148.8K2026-10-29
Garton & Associates Financial Advisors LLC
INCREASED52,57550,907+1,668+3%$2.1M$2.2M+$130.1K2026-10-30
AdvisorNet Financial, Inc
INCREASED51,12750,667+460+1%$2.1M$2.2M+$128.8K2026-10-15
Independent Financial Group, LLC
INCREASED48,31035,236+13,074+37%$1.4M$2.0M+$593.9K2026-10-13
Quantum Financial Partners LLC
DECREASED47,13059,149-12,019-20%$2.4M$2.0M-$438.8K2026-10-19
Founders Financial Securities LLC
DECREASED43,43855,321-11,883-21%$2.3M$1.8M-$437.6K2026-10-28
Svrn Asset Management, LLC
UNCHANGED43,23243,23200%$1.8M$1.8M+$50.6K2026-11-02
Patriot Financial Group Insurance Agency, LLC
DECREASED42,68850,278-7,590-15%$2.1M$1.8M-$262.0K2026-10-14
Marks Group Wealth Management, Inc
INCREASED41,60039,212+2,388+6%$1.6M$1.8M+$146.8K2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED41,22343,569-2,346-5%$1.8M$1.7M-$48.2K2026-10-27
MSH Capital Advisors LLC
INCREASED40,93530,243+10,692+35%$1.2M$1.7M+$487.3K2026-11-03
Value Investment Professionals, LLC
DECREASED39,40039,965-565-1%$1.6M$1.7M+$22.9K2026-10-13
Heritage Wealth Management, Inc.
INCREASED39,29328,129+11,164+40%$1.2M$1.7M+$504.8K2026-10-28
Orba Wealth Advisors, L.L.C.
UNCHANGED37,60437,60400%$1.5M$1.6M+$44.0K2026-10-23
Nvwm, LLC
INCREASED36,76336,758+5+0%$1.5M$1.6M+$43.2K2026-10-14
Warner Financial, Inc
UNCHANGED34,61234,61200%$1.4M$1.5M+$40.5K2026-11-06
Comprehensive Financial Planning, Inc.
INCREASED34,41732,980+1,437+4%$1.4M$1.5M+$99.3K2026-10-27
Keeler & Nadler Financial Planning & Wealth Management
INCREASED34,09928,074+6,025+21%$1.2M$1.4M+$287.6K2026-10-28
Solidarity Wealth, LLC
INCREASED33,64630,182+3,464+11%$1.2M$1.4M+$181.7K2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED32,88569,764-36,879-53%$2.9M$1.4M-$1.5M2026-10-14
Rubicon Advisors, GP
INCREASED32,61731,372+1,245+4%$1.3M$1.4M+$89.3K2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED31,39036,685-5,295-14%$1.5M$1.3M-$180.9K2026-11-02
FMA Wealth Management, LLC
INCREASED31,36829,997+1,371+5%$1.2M$1.3M+$93.0K2026-10-21
Fifth Third Bancorp
UNCHANGED31,11931,11900%$1.3M$1.3M+$36.4K2026-11-05
RM Financial Services, LLC
INCREASED29,79229,263+529+2%$1.2M$1.3M+$56.6K2026-11-03
Schaper Benz & Wise Investment Counsel Inc
DECREASED29,48229,495-130%$1.2M$1.2M+$34.0K2026-10-09
CMG Global Holdings, LLC
DECREASED28,78032,362-3,582-11%$1.3M$1.2M-$113.6K2026-10-14
Frontier Asset Management, LLC
DECREASED26,90827,643-735-3%$1.1M$1.1M+$1.3K2026-10-28
Midwest Financial Group LLC
INCREASED26,77125,464+1,307+5%$1.0M$1.1M+$85.1K2026-10-15
Cornerstone Wealth Management, LLC
INCREASED25,94024,863+1,077+4%$1.0M$1.1M+$74.6K2026-11-04
Studio Investment Management LLC
DECREASED25,90129,024-3,123-11%$1.2M$1.1M-$98.1K2026-10-22
Weaver Consulting Group
DECREASED25,40325,431-280%$1.0M$1.1M+$28.6K2026-10-07
Avidian Wealth Enterprises, LLC
NEW24,995—+24,995——$1.1M—2026-10-08
Kestra Private Wealth Services, LLC
DECREASED24,84991,127-66,278-73%$3.7M$1.1M-$2.7M2026-11-06
Catalyst Investment Management LLC
UNCHANGED24,70724,70700%$1.0M$1.0M+$28.9K2026-10-21
HB Wealth Management, LLC
DECREASED24,09525,448-1,353-5%$1.0M$1.0M-$27.5K2026-10-23
Apollon Financial, LLC
INCREASED23,62121,034+2,587+12%$864.5K$998.5K+$134.0K2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED23,49819,849+3,649+18%$189.6K$1.0K-$188.6K2026-11-04
15 Wealth Advisors LLC
NEW22,908—+22,908——$968.3K—2026-10-14
Private Trust Co NA
INCREASED22,65422,265+389+2%$915.1K$957.6K+$42.5K2026-10-20
Blue Capital, Inc.
NEW21,205—+21,205——$896.3K—2026-10-13
CoreCap Advisors, LLC
UNCHANGED21,02321,02300%$864.0K$888.6K+$24.6K2026-10-08
Independent Wealth Advisors LLC
DECREASED20,56421,639-1,075-5%$889.4K$869.2K-$20.1K2026-10-27
Summit Asset Management, LLC
DECREASED19,74119,872-131-1%$816.7K$834.5K+$17.7K2026-11-05
Westside Investment Management, Inc.
UNCHANGED19,72519,72500%$810.7K$833.8K+$23.1K2026-11-02
Omni 360 Wealth, Inc.
DECREASED18,62019,400-780-4%$797.3K$787.1K-$10.3K2026-10-13
Apollon Wealth Management, LLC
UNCHANGED18,37918,37900%$755.4K$776.9K+$21.5K2026-10-23
Sagespring Wealth Partners, LLC
INCREASED18,13318,036+97+1%$741.3K$766.5K+$25.2K2026-10-22
Jones Kertz & Associates, Inc.
INCREASED17,95316,887+1,066+6%$694.1K$758.9K+$64.8K2026-10-28
Redhawk Wealth Advisors, Inc.
UNCHANGED17,58517,58500%$722.7K$743.3K+$20.6K2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED16,63816,63800%$683.8K$703.3K+$19.5K2026-11-03
Carolina Wealth Management Inc
DECREASED16,49417,421-927-5%$716.0K$697.2K-$18.8K2026-10-29
Bensler, LLC
DECREASED14,92716,904-1,977-12%$694.8K$630.9K-$63.8K2026-11-05
Summit Financial Wealth Advisors, LLC
UNCHANGED14,59014,59000%$599.6K$616.7K+$17.1K2026-10-15
Realta Investment Advisors
UNCHANGED14,28914,28900%$587.3K$604.0K+$16.7K2026-10-14
RFG Advisory, LLC
DECREASED14,18214,312-130-1%$588.2K$599.5K+$11.3K2026-11-03
Roman Butler Fullerton & Co
DECREASED14,17014,431-261-2%$600.3K$612.5K+$12.1K2026-10-27
Atria Investments, Inc
DECREASED13,71715,182-1,465-10%$624.0K$579.8K-$44.2K2026-10-15
Dean, Jacobson Financial Services, LLC
INCREASED13,5877,590+5,997+79%$312.0K$574.3K+$262.4K2026-10-29
Dahring | Cusmano LLC
DECREASED12,69119,641-6,950-35%$807.2K$536.5K-$270.8K2026-11-03
ZWJ Investment Counsel Inc
UNCHANGED12,60612,60600%$518.1K$532.9K+$14.7K2026-10-15
Macroview Investment Management LLC
DECREASED12,34812,833-485-4%$527.4K$522.0K-$5.5K2026-10-26
Gutierrez Wealth Advisory, LLC
UNCHANGED12,33112,33100%$506.8K$521.2K+$14.4K2026-11-02
Titleist Asset Management, LLC
DECREASED12,17812,316-138-1%$506.2K$514.8K+$8.6K2026-10-08
E&G Advisors, LLC
INCREASED12,10010,600+1,500+14%$435.7K$511.5K+$75.8K2026-10-13
Park Avenue Securities LLC
NEW12,003—+12,003——$507—2026-10-26
Fortis Group Advisors, LLC
DECREASED11,93412,537-603-5%$515.3K$511.0K-$4.2K2026-11-06
Northwest Financial Advisors
DECREASED11,66315,118-3,455-23%$621.4K$493.0K-$128.4K2026-10-27
Partners Wealth Management, LLC
NEW11,221—+11,221——$474.3K—2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED10,8059,843+962+10%$404.6K$456.7K+$52.2K2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
NEW10,789—+10,789——$456.0K—2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED10,25010,25000%$421.3K$433.3K+$12.0K2026-11-03
Carroll Advisory Group, LLC
NEW9,847—+9,847——$416.2K—2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED9,7409,835-95-1%$404.2K$411.7K+$7.5K2026-11-05
Tanager Wealth Management LLP
DECREASED9,45815,885-6,427-40%$652.9K$399.8K-$253.1K2026-10-19
Jacobi Capital Management LLC
UNCHANGED9,3739,37300%$385.2K$396.2K+$11.0K2026-11-05
Kachkovsky & Fisher, Inc.
INCREASED9,2279,044+183+2%$371.7K$390.0K+$18.3K2026-10-21
Hopwood Financial Services, Inc.
UNCHANGED9,0459,04500%$371.8K$382.3K+$10.6K2026-10-29
Uptick Partners, LLC
DECREASED8,86910,560-1,691-16%$434.0K$374.9K-$59.1K2026-11-04
International Assets Investment Management, LLC
UNCHANGED8,7468,74600%$360.8K$369.8K+$9.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED8,4847,770+714+9%$319.3K$358.6K+$39.3K2026-10-08
New England Private Wealth Advisors LLC
UNCHANGED7,9667,96600%$325.1K$336.7K+$11.6K2026-10-19
Latitude Advisors, LLC
INCREASED7,5456,145+1,400+23%$252.6K$318.9K+$66.4K2026-10-27
Boyum Wealth Architects LLC
DECREASED7,51511,430-3,915-34%$475.5K$319.7K-$155.8K2026-10-06
Gaddis Premier Wealth Advisors LLC
DECREASED7,5037,662-159-2%$314.9K$317.2K+$2.3K2026-10-29
Atlas Wealth Partners, LLC
UNCHANGED7,4917,49100%$307.9K$316.6K+$8.8K2026-11-03
Verdence Capital Advisors LLC
NEW7,468—+7,468——$315.7K—2026-10-26
Brookstone Capital Management
DECREASED7,3778,144-767-9%$334.7K$311.8K-$22.9K2026-10-22
SAX Wealth Advisors, LLC
UNCHANGED7,3047,30400%$259.9K$308.7K+$48.8K2026-10-13
Assetmark, Inc
INCREASED7,2517,222+29+0%$296.8K$306.5K+$9.7K2026-10-21
Bond & Devick Financial Network, Inc.
UNCHANGED7,1577,15700%$294.2K$302.5K+$8.4K2026-10-23
NWF Advisory Services Inc.
DECREASED6,8787,459-581-8%$306.6K$290.7K-$15.8K2026-10-19
Confluence Wealth Services, Inc.
DECREASED6,8646,887-230%$283.1K$290.1K+$7.1K2026-11-05
Rhodes Investment Advisors Inc
NEW6,857—+6,857——$289.8K—2026-10-07
Private Client Services, LLC
UNCHANGED6,8366,83600%$281.0K$288.9K+$8.0K2026-10-02
EverSource Wealth Advisors, LLC
UNCHANGED6,8206,82000%$280.3K$288.3K+$8.0K2026-11-04
World Equity Group, Inc.
DECREASED6,43020,524-14,094-69%$843.5K$271.8K-$571.7K2026-10-14
GGM Financial LLC
UNCHANGED5,9495,94900%$244.5K$251.4K+$7.0K2026-11-05
Integrity Alliance, Llc.
INCREASED5,9075,381+526+10%$221.2K$249.7K+$28.5K2026-10-29
Sigma Investment Counselors Inc
UNCHANGED5,8415,84100%$240.1K$246.9K+$6.8K2026-10-27
Strategic Blueprint, LLC
DECREASED5,6275,927-300-5%$243.6K$237.8K-$5.7K2026-10-22
Meridian Wealth Management, LLC
INCREASED5,6215,611+10+0%$230.6K$237.6K+$7.0K2026-11-05
Sterling Investment Advisors, Ltd.
UNCHANGED5,5005,50000%$226.1K$232.5K+$6.4K2026-10-27
Capital Management Associates, Inc
DECREASED5,3345,688-354-6%$233.8K$225.5K-$8.3K2026-10-20
US Bancorp \de\
DECREASED5,1879,187-4,000-44%$377.6K$219.3K-$158.3K2026-11-05
Global Assets Advisory, LLC
NEW5,044—+5,044——$217.3K—2026-10-28
Fragasso Financial Advisors Inc
NEW5,000—+5,000——$218.0K—2026-10-13
Monetary Solutions, Ltd
UNCHANGED3,1303,13000%$128.6K$132.3K+$3.7K2026-10-22
Rossby Financial, LCC
UNCHANGED3,0403,04000%$124.9K$128.5K+$3.6K2026-11-05
Central Trust Co
UNCHANGED3,0003,00000%$123.3K$126.8K+$3.5K2026-11-05
Accordant Advisory Group Inc
UNCHANGED2,9892,98900%$122.8K$126.3K+$3.5K2026-10-29
MidAtlantic Capital Management, Inc.
DECREASED2,4944,905-2,411-49%$201.6K$105.4K-$96.2K2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED2,0002,00000%$82.2K$84.5K+$2.3K2026-10-16
NorthAvenue LLC
UNCHANGED1,7831,78300%$73.3K$75.4K+$2.1K2026-10-29
Signature Equity Partners, LLC
DECREASED1,7442,073-329-16%$85.2K$73.7K-$11.5K2026-10-29
Root Financial Partners, LLC
NEW1,447—+1,447——$61.2K—2026-10-21
Blue Trust, Inc.
UNCHANGED1,2401,24000%$51.0K$52.4K+$1.5K2026-10-15
Glass Jacobson Investment Advisors llc
UNCHANGED1,1511,15100%$47.3K$48.6K+$1.3K2026-10-26
Physician Wealth Advisors, Inc.
DECREASED550573-23-4%$23.6K$23.2K-$3022026-10-20
Cape Investment Advisory, Inc.
INCREASED226216+10+5%$8.9K$9.6K+$6752026-10-13
Archer Investment Corp
UNCHANGED17217200%$7.1K$7.3K+$2012026-11-05
Indiana Trust & Investment Management Co
NEW170—+170——$7.2K—2026-10-22
Tradewinds Capital Management, LLC
DECREASED149246-97-39%$10.1K$6.3K-$3.8K2026-10-23
IAG Wealth Partners, LLC
UNCHANGED626200%$2.5K$2.6K+$732026-11-06
WPG Advisers, LLC
NEW24—+24——$1.0K—2026-10-27
American Capital Advisory, LLC
UNCHANGED121200%$494$508+$142026-10-28
Axxcess Wealth Management, LLC
CLOSED087,830-87,830-100%$3.6M$0-$3.6M2026-10-21
Sharkey, Howes & Javer
CLOSED073,263-73,263-100%$3.0M$0-$3.0M2026-10-22
Sugar Maple Asset Management, LLC
CLOSED035,994-35,994-100%$1.5M$0-$1.5M2026-10-13
Tsfg, LLC
CLOSED022,908-22,908-100%$942.0K$0-$942.0K2026-10-23
Ted Buchan & Co
CLOSED07,419-7,419-100%$304.9K$0-$304.9K2026-10-23
Reston Wealth Management LLC
CLOSED05,104-5,104-100%$209.8K$0-$209.8K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0200-200-100%$8.2K$0-$8.2K2026-10-14
Abound Wealth Management
CLOSED0111-111-100%$4.6K$0-$4.6K2026-10-26
Carolina Wealth Advisors, LLC
CLOSED031-31-100%$1.3K$0-$1.3K2026-10-23
Price T Rowe Associates Inc
N/A—26,042,943-26,042,943-100%$1.1B———
Raymond James Financial Inc
N/A—6,263,657-6,263,657-100%$257.4M———
Morgan Stanley
N/A—4,374,634-4,374,634-100%$179.8M———
Osaic Holdings, Inc.
N/A—3,912,954-3,912,954-100%$160.8M———
Wells Fargo & Company
N/A—3,317,184-3,317,184-100%$136.3M———
Royal Bank of Canada
N/A—2,632,176-2,632,176-100%$108.2M———
Baird Financial Group, Inc.
N/A—2,299,196-2,299,196-100%$94.5M———
Voya Investment Management LLC
N/A—2,212,197-2,212,197-100%$90.9M———
Jones Financial Companies Lllp
N/A—2,148,749-2,148,749-100%$86.9M———
Bank of America Corp
N/A—2,029,086-2,029,086-100%$83.4M———
Stifel Financial Corp
N/A—1,759,021-1,759,021-100%$72.3M———
Cetera Investment Advisers
N/A—1,623,535-1,623,535-100%$66.7M———
Great Valley Advisor Group, Inc.
N/A—1,253,110-1,253,110-100%$51.5M———
Kintra Wealth, LLC
N/A—1,065,990-1,065,990-100%$45.8M———
UBS Group AG
N/A—950,353-950,353-100%$39.1M———
Private Advisor Group, LLC
N/A—877,274-877,274-100%$36.1M———
PYA Waltman Capital, LLC
N/A—870,538-870,538-100%$35.8M———
Ameriprise Financial Inc
N/A—865,145-865,145-100%$46.7M———
OneDigital Investment Advisors LLC
N/A—583,194-583,194-100%$24.0M———
Rockefeller Capital Management L.P.
N/A—565,892-565,892-100%$23.3M———
JPMorgan Chase & Co
N/A—558,819-558,819-100%$22.8M———
Janney Montgomery Scott LLC
N/A—554,286-554,286-100%$22.8M———
Northwestern Mutual Wealth Management Co
N/A—544,433-544,433-100%$22.4M———
Capital Analysts, LLC
N/A—501,777-501,777-100%$20.6M———
Ausdal Financial Partners, Inc.
N/A—420,410-420,410-100%$17.3M———
Envestnet Asset Management Inc
N/A—406,410-406,410-100%$16.7M———
Composition Wealth, LLC
N/A—395,751-395,751-100%$16.3M———
Arcus Capital Partners, LLC
N/A—387,651-387,651-100%$15.9M———
MML Investors Services, LLC
N/A—309,648-309,648-100%$12.7M———
Forge Financial Services LLC
N/A—306,884-306,884-100%$12.6M———
&partners
N/A—289,127-289,127-100%$11.9M———
Susquehanna International Group, LLP
N/A—288,090-288,090-100%$11.8M———
HighTower Advisors, LLC
N/A—287,265-287,265-100%$11.8M———
NewEdge Advisors, LLC
N/A—276,967-276,967-100%$11.4M———
NCM Capital Management, LLC
N/A—262,743-262,743-100%$10.8M———
World Investment Advisors
N/A—260,209-260,209-100%$9.3M———
Keystone Financial Group
N/A—254,143-254,143-100%$10.4M———
Wealth Alliance, LLC
N/A—240,168-240,168-100%$9.9M———
IFG Advisory, LLC
N/A—236,272-236,272-100%$9.7M———
Essex Financial Services, Inc.
N/A—229,787-229,787-100%$9.4M———
Garden State Investment Advisory Services LLC
N/A—224,052-224,052-100%$9.2M———
Waverly Advisors, LLC
N/A—223,617-223,617-100%$9.2M———
Captrust Financial Advisors
N/A—221,657-221,657-100%$9.1M———
V2 Financial group LLC
N/A—215,949-215,949-100%$8.9M———
Founders Financial Alliance, LLC
N/A—174,970-174,970-100%$7.2M———
Stratos Wealth Advisors, LLC
N/A—173,819-173,819-100%$7.1M———
Stratos Wealth Partners, Ltd.
N/A—172,344-172,344-100%$7.1M———
AE Wealth Management LLC
N/A—171,089-171,089-100%$7.0M———
Harbour Investments, Inc.
N/A—161,696-161,696-100%$6.6M———
Centaurus Financial, Inc.
N/A—159,665-159,665-100%$6.6M———
KM Capital Management Ltd.
N/A—148,354-148,354-100%$6.1M———
Modern Wealth Management, LLC
N/A—147,223-147,223-100%$6.1M———
Equitable Holdings, Inc.
N/A—133,250-133,250-100%$5.5M———
IHT Wealth Management, LLC
N/A—129,954-129,954-100%$5.3M———
Integrated Wealth Concepts LLC
N/A—123,261-123,261-100%$5.1M———
Thoroughbred Financial Services, LLC
N/A—122,768-122,768-100%$5.0M———
MAI Capital Management
N/A—120,859-120,859-100%$5.0M———
Advisory Services Network, LLC
N/A—119,540-119,540-100%$4.9M———
Liberty Wealth Management LLC
N/A—111,420-111,420-100%$4.0M———
Natixis Advisors, LLC
N/A—107,761-107,761-100%$4.4M———
WCG Wealth Advisors LLC
N/A—94,240-94,240-100%$3.9M———
Global Retirement Partners, LLC
N/A—90,400-90,400-100%$3.7M———
Strategic Financial Concepts, LLC
N/A—86,660-86,660-100%$3.5M———
Benjamin Edwards Inc
N/A—86,645-86,645-100%$3.6M———
Atlas Wealth LLC
N/A—84,506-84,506-100%$3.5M———
Mariner, LLC
N/A—82,193-82,193-100%$3.4M———
Ballast Advisors LLC
N/A—81,605-81,605-100%$3.4M———
HFG Advisors, Inc.
N/A—80,834-80,834-100%$3.3M———
Harborfront Financial Group LLC
N/A—78,197-78,197-100%$3.2M———
Mercer Global Advisors Inc
N/A—76,246-76,246-100%$3.1M———
Summit Financial, LLC
N/A—66,791-66,791-100%$2.7M———
Western Wealth Management, LLC
N/A—63,738-63,738-100%$2.6M———
Peak Asset Management, LLC
N/A—63,078-63,078-100%$2.6M———
Principal Securities, Inc.
N/A—57,441-57,441-100%$2.4M———
Hilltop Holdings Inc.
N/A—55,973-55,973-100%$2.3M———
PCG Wealth Advisors, LLC
N/A—52,965-52,965-100%$2.2M———
Godshalk Welsh Capital Management, Inc.
N/A—51,500-51,500-100%$2.1M———
Regal Investment Advisors LLC
N/A—49,195-49,195-100%$2.0M———
Kingsview Wealth Management, LLC
N/A—49,156-49,156-100%$2.0M———
Cozad Asset Management Inc
N/A—47,758-47,758-100%$2.0M———
Sittner & Nelson, LLC
N/A—47,682-47,682-100%$2.0M———
Cary Street Partners Financial LLC
N/A—46,273-46,273-100%$1.9M———
Stephens Inc
N/A—44,250-44,250-100%$1.8M———
Advyzon Investment Management, LLC
N/A—42,311-42,311-100%$1.7M———
Arax Advisory Partners
N/A—37,357-37,357-100%$1.5M———
Z3 Capital Partners, LLC
N/A—36,582-36,582-100%$1.5M———
HighPoint Advisor Group LLC
N/A—36,188-36,188-100%$1.5M———
OneAscent Financial Services LLC
N/A—34,004-34,004-100%$1.4M———
Mayflower Financial Advisors, LLC
N/A—33,119-33,119-100%$1.4M———
Leo H. Evart, Inc.
N/A—31,806-31,806-100%$1.3M———
Citadel Advisors LLC
N/A—31,565-31,565-100%$1.3M———
Cofg Advisors, LLC
N/A—31,047-31,047-100%$1.3M———
Focus Partners Wealth
N/A—28,200-28,200-100%$1.2M———
American Financial Advisors, LLC
N/A—26,563-26,563-100%$1.1M———
Fort Sheridan Advisors LLC
N/A—26,258-26,258-100%$1.1M———
Vision Retirement, LLC
N/A—25,885-25,885-100%$1.1M———
Belpointe Asset Management LLC
N/A—24,376-24,376-100%$1.0M———
Fortis Capital Advisors, LLC
N/A—24,376-24,376-100%$1.0M———
Maridea Wealth Management LLC
N/A—23,801-23,801-100%$978.2K———
Gotham Asset Management, LLC
N/A—22,730-22,730-100%$934.2K———
Per Stirling Capital Management, Llc.
N/A—22,239-22,239-100%$914.0K———
Sanctuary Advisors, LLC
N/A—22,233-22,233-100%$913.8K———
Vestmark Advisory Solutions, Inc.
N/A—21,607-21,607-100%$888.0K———
Gladstone Institutional Advisory LLC
N/A—21,300-21,300-100%$875.4K———
Focus Partners Advisor Solutions, LLC
N/A—19,400-19,400-100%$797.3K———
SageView Advisory Group, LLC
N/A—19,305-19,305-100%$793.5K———
Stonebridge Financial Group, LLC / MO
N/A—18,305-18,305-100%$752.3K———
N.E.W. Advisory Services LLC
N/A—17,761-17,761-100%$730.0K———
Brookwood Investment Group LLC
N/A—17,471-17,471-100%$718.1K———
Argent Trust Co
N/A—17,278-17,278-100%$710.1K———
WNY Asset Management, LLC
N/A—16,578-16,578-100%$681.4K———
CMC Financial Group
N/A—16,569-16,569-100%$681.0K———
Immaculate Wealth Management LLC
N/A—16,012-16,012-100%$658.1K———
Pacific Financial Group Inc
N/A—15,796-15,796-100%$649.2K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—14,539-14,539-100%$597.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,197-14,197-100%$583.5K———
AQR Capital Management LLC
N/A—13,855-13,855-100%$569.4K———
Kovack Advisors, Inc.
N/A—12,594-12,594-100%$519.5K———
Aptus Capital Advisors, LLC
N/A—12,559-12,559-100%$516.2K———
Guardian Wealth Advisors, LLC / NC
N/A—12,294-12,294-100%$505.3K———
HRT Financial LP
N/A—12,191-12,191-100%$501.0K———
Aspire Capital Advisors LLC
N/A—11,331-11,331-100%$465.7K———
Klcm Advisors, Inc.
N/A—11,074-11,074-100%$455.1K———
GeoWealth Management, LLC
N/A—10,785-10,785-100%$443.3K———
Beacon Pointe Advisors, LLC
N/A—9,995-9,995-100%$410.8K———
Ameritas Advisory Services, LLC
N/A—9,861-9,861-100%$405.3K———
FMR LLC
N/A—9,788-9,788-100%$402.3K———
Presper Financial Architects, LLC
N/A—9,166-9,166-100%$376.7K———
Pinnacle Financial Partners, Inc.
N/A—8,099-8,099-100%$332.9K———
Brown Advisory Inc
N/A—7,997-7,997-100%$328.7K———
Kinetic Wealth Investment Advisors LLC
N/A—7,360-7,360-100%$302.5K———
Cerity Partners LLC
N/A—7,136-7,136-100%$293.3K———
Steward Partners Investment Advisory, LLC
N/A—7,009-7,009-100%$288.1K———
Bluespring Wealth Management, LLC
N/A—6,510-6,510-100%$267.6K———
OakTrust Wealth Advisors, LLC
N/A—6,136-6,136-100%$252.2K———
Prosperity Consulting Group, LLC
N/A—6,126-6,126-100%$251.8K———
Pathstone Holdings, LLC
N/A—6,000-6,000-100%$246.6K———
Vertex Planning Partners, LLC
N/A—5,470-5,470-100%$224.8K———
Geneos Wealth Management Inc.
N/A—4,938-4,938-100%$203.0K———
Continuum Advisory, LLC
N/A—4,783-4,783-100%$196.6K———
Fiduciary Financial Advisors
N/A—4,324-4,324-100%$177.7K———
EP Wealth Advisors, LLC
N/A—3,479-3,479-100%$143.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,255-3,255-100%$133.8K———
BlackRock, Inc.
N/A—3,065-3,065-100%$126.0K———
Vanguard Advisers Inc
N/A—1,966-1,966-100%$80.8K———
Ameriflex Group, Inc.
N/A—1,692-1,692-100%$69.5K———
Bessemer Group Inc
N/A—1,586-1,586-100%$65.0K———
Cornerstone Financial Management LLC
N/A—1,584-1,584-100%$65.1K———
Hantz Financial Services, Inc.
N/A—1,101-1,101-100%$45.0K———
Bogart Wealth, LLC
N/A—500-500-100%$20.6K———
Highland Investment Advisors LLC
N/A—407-407-100%$16.7K———
Bank of Montreal
N/A—392-392-100%$15.4K———
Strategic Investment Solutions, Inc.
N/A—200-200-100%$8.2K———
Kerr Financial Planning Corp
N/A—100-100-100%$4.1K———
Steigerwald, Gordon & Koch Inc.
N/A—100-100-100%$4.1K———
National Bank of Canada
N/A—45-45-100%$1.8K———
Sankala Group LLC
N/A—27-27-100%$1.1K———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$40———
Showing 375 of 375 institutions