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First Trust Innovation Leade (ILDR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,064,866 from 2,042,997
Change+21,869 (+1%)
Value$81.6M (+$1.4M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares255,584 from 234,300
Change+21,284 (+9%)
Value$10.1M (+$900.5K)
Filed 2026-10-21
HBW Advisory Services LLC
INCREASED
Shares230,259 from 171,316
Change+58,943 (+34%)
Value$9.1M (+$2.4M)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares187,452 from 196,605
Change-9,153 (-5%)
Value$7.4M (-$311.4K)
Filed 2026-10-15
Tsfg, LLC
NEW
Shares164,422
Change+164,422
Value$6.5M
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares153,281 from 110,829
Change+42,452 (+38%)
Value$6.1M (+$1.7M)
Filed 2026-10-19
Mach-1 Financial Group, LLC
INCREASED
Shares131,226 from 104,662
Change+26,564 (+25%)
Value$5.2M (+$1.1M)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares118,507 from 57,415
Change+61,092 (+106%)
Value$4.7M (+$2.4M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares117,335 from 115,700
Change+1,635 (+1%)
Value$4.6M (+$94.1K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
NEW
Shares113,452
Change+113,452
Value$4.5M
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares110,915 from 116,269
Change-5,354 (-5%)
Value$4.4M (-$181.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares86,874 from 98,366
Change-11,492 (-12%)
Value$3.4M (-$428.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares85,063 from 74,267
Change+10,796 (+15%)
Value$3.4M (+$445.4K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares83,889 from 63,571
Change+20,318 (+32%)
Value$3.3M (+$818.8K)
Filed 2026-11-02
Merkkuri Wealth Advisors LLC
INCREASED
Shares82,452 from 81,298
Change+1,154 (+1%)
Value$3.3M (+$66.3K)
Filed 2026-11-03
Arwa LLC
NEW
Shares64,898
Change+64,898
Value$2.6M
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares64,344 from 58,184
Change+6,160 (+11%)
Value$2.5M (+$258.2K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares55,027 from 48,984
Change+6,043 (+12%)
Value$2.2M (+$251.2K)
Filed 2026-11-02
Centennial Wealth Advisory LLC
INCREASED
Shares52,473 from 46,783
Change+5,690 (+12%)
Value$2.1M (+$236.8K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
DECREASED
Shares45,654 from 46,638
Change-984 (-2%)
Value$1.8M (-$27.0K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares40,400 from 39,939
Change+461 (+1%)
Value$1.6M (+$28.4K)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares37,229 from 39,224
Change-1,995 (-5%)
Value$1.3M (-$198.4K)
Filed 2026-11-04
CPR Investments Inc.
NEW
Shares32,555
Change+32,555
Value$1.3M
Filed 2026-10-26
Strategic Blueprint, LLC
INCREASED
Shares30,643 from 22,718
Change+7,925 (+35%)
Value$1.2M (+$318.8K)
Filed 2026-10-22
Prairie Advisory, LLC
DECREASED
Shares27,568 from 64,539
Change-36,971 (-57%)
Value$1.1M (-$1.4M)
Filed 2026-10-19
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares26,304 from 24,985
Change+1,319 (+5%)
Value$1.0M (+$58.5K)
Filed 2026-10-28
Newman Dignan & Sheerar, Inc.
INCREASED
Shares25,857 from 23,719
Change+2,138 (+9%)
Value$1.0M (+$90.5K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
NEW
Shares22,790
Change+22,790
Value$901.3K
Filed 2026-10-22
Chris Bulman Inc
INCREASED
Shares21,741 from 21,570
Change+171 (+1%)
Value$858.8K (+$12.3K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares18,840 from 18,626
Change+214 (+1%)
Value$744.2K (+$13.2K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares15,594 from 15,296
Change+298 (+2%)
Value$616.0K (+$15.7K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares14,472 from 13,087
Change+1,385 (+11%)
Value$571.6K (+$58.0K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares13,329 from 12,823
Change+506 (+4%)
Value$526.5K (+$23.3K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares12,938 from 12,675
Change+263 (+2%)
Value$511.1K (+$13.6K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
UNCHANGED
Shares12,334 from 12,334
Change0 (0%)
Value$487.2K (+$3.1K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
NEW
Shares11,778
Change+11,778
Value$465.2K
Filed 2026-10-27
Global Assets Advisory, LLC
UNCHANGED
Shares11,420 from 11,420
Change0 (0%)
Value$460.8K (+$14.5K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
NEW
Shares9,212
Change+9,212
Value$363.9K
Filed 2026-10-16
Triton Wealth Management, Pllc
DECREASED
Shares7,094 from 7,294
Change-200 (-3%)
Value$254.8K (-$24.7K)
Filed 2026-11-04
International Assets Investment Management, LLC
UNCHANGED
Shares6,648 from 6,648
Change0 (0%)
Value$263.3K (+$4.5K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares6,611 from 5,577
Change+1,034 (+19%)
Value$261.0K (+$44.8K)
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares5,912 from 8,061
Change-2,149 (-27%)
Value$233.5K (-$82.8K)
Filed 2026-11-02
BAM Wealth Management, LLC
NEW
Shares5,566
Change+5,566
Value$219.9K
Filed 2026-10-15
D.A. Davidson & Co.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$217.3K (+$1.4K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares5,286 from 6,963
Change-1,677 (-24%)
Value$208.8K (-$64.5K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
NEW
Shares5,100
Change+5,100
Value$201.5K
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$177.8K (+$1.1K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$165.9K (+$1.1K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$53.7K (+$347)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$49.0K (+$316)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares903
Change+903
Value$35.7K
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$33.2K (+$215)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares550 from 543
Change+7 (+1%)
Value$21.7K (+$349)
Filed 2026-10-30
Signature Equity Partners, LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$17.3K (+$112)
Filed 2026-10-29
Noble Wealth Management PBC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$10.9K (+$71)
Filed 2026-10-01
Pflug Koory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (+$25)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.7K (+$11)
Filed 2026-10-15
Kestra Investment Management, LLC
CLOSED
Shares0 from 14,491
Change-14,491 (-100%)
Value$0 (-$568.7K)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-29
Cetera Investment Advisers
N/A
Shares— from 476,432
Change-476,432 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 198,530
Change-198,530 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 164,695
Change-164,695 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 151,990
Change-151,990 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 127,470
Change-127,470 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 102,138
Change-102,138 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 96,723
Change-96,723 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 93,734
Change-93,734 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 73,362
Change-73,362 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 73,308
Change-73,308 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 72,221
Change-72,221 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 57,413
Change-57,413 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 55,983
Change-55,983 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 43,096
Change-43,096 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 40,510
Change-40,510 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 38,464
Change-38,464 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 36,319
Change-36,319 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 35,160
Change-35,160 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,431
Change-34,431 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 27,202
Change-27,202 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,021
Change-26,021 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 24,051
Change-24,051 (-100%)
Value—
Betterment LLC
N/A
Shares— from 21,837
Change-21,837 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,113
Change-20,113 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 18,633
Change-18,633 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 17,137
Change-17,137 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 14,292
Change-14,292 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,934
Change-12,934 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,354
Change-12,354 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,879
Change-9,879 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,494
Change-6,494 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 722
Change-722 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,064,8662,042,997+21,869+1%$80.2M$81.6M+$1.4M2026-11-06
Assetmark, Inc
INCREASED255,584234,300+21,284+9%$9.2M$10.1M+$900.5K2026-10-21
HBW Advisory Services LLC
INCREASED230,259171,316+58,943+34%$6.7M$9.1M+$2.4M2026-10-15
Atria Investments, Inc
DECREASED187,452196,605-9,153-5%$7.7M$7.4M-$311.4K2026-10-15
Tsfg, LLC
NEW164,422—+164,422——$6.5M—2026-10-23
Maia Wealth LLC
INCREASED153,281110,829+42,452+38%$4.3M$6.1M+$1.7M2026-10-19
Mach-1 Financial Group, LLC
INCREASED131,226104,662+26,564+25%$4.1M$5.2M+$1.1M2026-11-06
RFG Advisory, LLC
INCREASED118,50757,415+61,092+106%$2.3M$4.7M+$2.4M2026-11-03
Kestra Private Wealth Services, LLC
INCREASED117,335115,700+1,635+1%$4.5M$4.6M+$94.1K2026-11-06
Kingswood Wealth Advisors, LLC
NEW113,452—+113,452——$4.5M—2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED110,915116,269-5,354-5%$4.6M$4.4M-$181.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED86,87498,366-11,492-12%$3.9M$3.4M-$428.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED85,06374,267+10,796+15%$2.9M$3.4M+$445.4K2026-10-08
Kestra Advisory Services, LLC
INCREASED83,88963,571+20,318+32%$2.5M$3.3M+$818.8K2026-11-02
Merkkuri Wealth Advisors LLC
INCREASED82,45281,298+1,154+1%$3.2M$3.3M+$66.3K2026-11-03
Arwa LLC
NEW64,898—+64,898——$2.6M—2026-10-21
Creative Financial Designs Inc
INCREASED64,34458,184+6,160+11%$2.3M$2.5M+$258.2K2026-11-04
Commonwealth Equity Services, LLC
INCREASED55,02748,984+6,043+12%$1.9M$2.2M+$251.2K2026-11-02
Centennial Wealth Advisory LLC
INCREASED52,47346,783+5,690+12%$1.8M$2.1M+$236.8K2026-10-16
Daymark Wealth Partners, LLC
DECREASED45,65446,638-984-2%$1.8M$1.8M-$27.0K2026-11-04
Sigma Planning Corp
INCREASED40,40039,939+461+1%$1.6M$1.6M+$28.4K2026-10-23
Prospera Financial Services Inc
DECREASED37,22939,224-1,995-5%$1.5M$1.3M-$198.4K2026-11-04
CPR Investments Inc.
NEW32,555—+32,555——$1.3M—2026-10-26
Strategic Blueprint, LLC
INCREASED30,64322,718+7,925+35%$891.6K$1.2M+$318.8K2026-10-22
Prairie Advisory, LLC
DECREASED27,56864,539-36,971-57%$2.5M$1.1M-$1.4M2026-10-19
Morey & Quinn Wealth Partners, LLC
INCREASED26,30424,985+1,319+5%$980.5K$1.0M+$58.5K2026-10-28
Newman Dignan & Sheerar, Inc.
INCREASED25,85723,719+2,138+9%$930.9K$1.0M+$90.5K2026-10-21
Symphony Financial, Ltd. Co.
NEW22,790—+22,790——$901.3K—2026-10-22
Chris Bulman Inc
INCREASED21,74121,570+171+1%$846.5K$858.8K+$12.3K2026-10-20
Brookstone Capital Management
INCREASED18,84018,626+214+1%$731.0K$744.2K+$13.2K2026-10-22
Sowell Financial Services LLC
INCREASED15,59415,296+298+2%$600.3K$616.0K+$15.7K2026-10-23
Truist Financial Corp
INCREASED14,47213,087+1,385+11%$513.6K$571.6K+$58.0K2026-10-30
Apollon Wealth Management, LLC
INCREASED13,32912,823+506+4%$503.2K$526.5K+$23.3K2026-10-23
Clear Creek Financial Management, LLC
INCREASED12,93812,675+263+2%$497.4K$511.1K+$13.6K2026-10-28
Redhawk Wealth Advisors, Inc.
UNCHANGED12,33412,33400%$484.0K$487.2K+$3.1K2026-10-14
Pacific Excel Wealth Advisors, Inc.
NEW11,778—+11,778——$465.2K—2026-10-27
Global Assets Advisory, LLC
UNCHANGED11,42011,42000%$446.3K$460.8K+$14.5K2026-10-28
Concurrent Investment Advisors, LLC
NEW9,212—+9,212——$363.9K—2026-10-16
Triton Wealth Management, Pllc
DECREASED7,0947,294-200-3%$279.4K$254.8K-$24.7K2026-11-04
International Assets Investment Management, LLC
UNCHANGED6,6486,64800%$258.8K$263.3K+$4.5K2026-11-02
TD Waterhouse Canada Inc.
INCREASED6,6115,577+1,034+19%$216.2K$261.0K+$44.8K2026-10-16
Golden State Wealth Management, LLC
DECREASED5,9128,061-2,149-27%$316.4K$233.5K-$82.8K2026-11-02
BAM Wealth Management, LLC
NEW5,566—+5,566——$219.9K—2026-10-15
D.A. Davidson & Co.
UNCHANGED5,5005,50000%$215.8K$217.3K+$1.4K2026-10-28
Independent Financial Group, LLC
DECREASED5,2866,963-1,677-24%$273.3K$208.8K-$64.5K2026-10-13
WealthPlan Investment Management, LLC
NEW5,100—+5,100——$201.5K—2026-10-15
Fifth Third Bancorp
UNCHANGED4,5004,50000%$176.6K$177.8K+$1.1K2026-11-05
Triumph Capital Management
UNCHANGED4,2004,20000%$164.8K$165.9K+$1.1K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED1,3601,36000%$53.4K$53.7K+$3472026-10-14
Key FInancial Inc
UNCHANGED1,2401,24000%$48.7K$49.0K+$3162026-11-02
Balance Wealth Partners LLC
NEW903—+903——$35.7K—2026-10-27
Parallel Advisors, LLC
UNCHANGED84184100%$33.0K$33.2K+$2152026-11-03
Capital Investment Advisory Services, LLC
INCREASED550543+7+1%$21.3K$21.7K+$3492026-10-30
Signature Equity Partners, LLC
UNCHANGED43743700%$17.2K$17.3K+$1122026-10-29
Noble Wealth Management PBC
UNCHANGED27527500%$10.8K$10.9K+$712026-10-01
Pflug Koory, LLC
UNCHANGED10010000%$3.9K$4.0K+$252026-10-26
Wolff Wiese Magana LLC
UNCHANGED444400%$1.7K$1.7K+$112026-10-15
Kestra Investment Management, LLC
CLOSED014,491-14,491-100%$568.7K$0-$568.7K2026-11-04
Tucker Asset Management LLC
CLOSED0378-378-100%$14.8K$0-$14.8K2026-10-29
Cetera Investment Advisers
N/A—476,432-476,432-100%$18.7M———
Mariner, LLC
N/A—198,530-198,530-100%$7.8M———
Osaic Holdings, Inc.
N/A—164,695-164,695-100%$6.5M———
Envestnet Asset Management Inc
N/A—151,990-151,990-100%$6.0M———
Harbour Investments, Inc.
N/A—127,470-127,470-100%$5.0M———
Wealth Watch Advisors, Inc
N/A—102,138-102,138-100%$4.0M———
Sanctuary Advisors, LLC
N/A—96,723-96,723-100%$3.8M———
Geneos Wealth Management Inc.
N/A—93,734-93,734-100%$3.7M———
Arax Advisory Partners
N/A—73,362-73,362-100%$2.9M———
Maridea Wealth Management LLC
N/A—73,308-73,308-100%$2.9M———
Stifel Financial Corp
N/A—72,221-72,221-100%$2.8M———
Citadel Advisors LLC
N/A—57,413-57,413-100%$2.3M———
Garden State Investment Advisory Services LLC
N/A—55,983-55,983-100%$2.2M———
Proactive Wealth Strategies LLC
N/A—43,096-43,096-100%$1.7M———
Pinnacle Financial Partners, Inc.
N/A—40,510-40,510-100%$1.6M———
Mutual Advisors, LLC
N/A—38,464-38,464-100%$1.5M———
Macro Advisors, Inc.
N/A—36,319-36,319-100%$1.4M———
AE Wealth Management LLC
N/A—35,160-35,160-100%$1.4M———
Private Advisor Group, LLC
N/A—34,431-34,431-100%$1.4M———
Legacy Wealth Managment, LLC
N/A—27,202-27,202-100%$1.1M———
Jane Street Group, LLC
N/A—26,021-26,021-100%$1.0M———
Glen Eagle Advisors, LLC
N/A—24,051-24,051-100%$943.9K———
Betterment LLC
N/A—21,837-21,837-100%$857.0K———
Steward Partners Investment Advisory, LLC
N/A—20,113-20,113-100%$789.3K———
Foundations Investment Advisors, LLC
N/A—18,633-18,633-100%$731.3K———
Gateway Wealth Partners, LLC
N/A—17,137-17,137-100%$672.5K———
Stratos Wealth Partners, Ltd.
N/A—14,292-14,292-100%$560.9K———
IHT Wealth Management, LLC
N/A—12,934-12,934-100%$507.6K———
Savvy Advisors, Inc.
N/A—12,354-12,354-100%$484.8K———
Baird Financial Group, Inc.
N/A—12,131-12,131-100%$476.1K———
MML Investors Services, LLC
N/A—9,879-9,879-100%$387.7K———
IFG Advisory, LLC
N/A—8,036-8,036-100%$315.4K———
Centric Wealth Management
N/A—7,032-7,032-100%$247.5K———
Arkadios Wealth Advisors
N/A—6,494-6,494-100%$254.9K———
Twin Peaks Wealth Advisors, LLC
N/A—5,898-5,898-100%$231.5K———
Xcelsior Advisor Partners LLC
N/A—5,783-5,783-100%$227.0K———
Benjamin Edwards Inc
N/A—5,204-5,204-100%$204.2K———
Smartleaf Asset Management LLC
N/A—1,663-1,663-100%$63.7K———
Keating Financial Advisory Services, Inc.
N/A—1,342-1,342-100%$52.7K———
Northwestern Mutual Wealth Management Co
N/A—1,214-1,214-100%$47.6K———
JPMorgan Chase & Co
N/A—722-722-100%$27.7K———
Front Row Advisors LLC
N/A—436-436-100%$17.1K———
Global Retirement Partners, LLC
N/A—350-350-100%$13.7K———
O'shaughnessy Asset Management, LLC
N/A—307-307-100%$12.0K———
Bernard Wealth Management Corp.
N/A—75-75-100%$2.9K———
Showing 104 of 104 institutions