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Innovator Growth 100 Power B (NJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares150,243 from 129,788
Change+20,455 (+16%)
Value$11.8M (+$1.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares84,543 from 50,191
Change+34,352 (+68%)
Value$6.6M (+$2.8M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares83,130 from 79,118
Change+4,012 (+5%)
Value$6.5M (+$410.4K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares58,225 from 54,026
Change+4,199 (+8%)
Value$4.6M (+$395.0K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares45,113 from 43,961
Change+1,152 (+3%)
Value$3.5M (+$118.2K)
Filed 2026-10-15
Outlook Wealth Advisors, LLC
INCREASED
Shares45,084 from 44,367
Change+717 (+2%)
Value$3.5M (+$109.6K)
Filed 2026-10-28
Cornerstone Wealth, LLC
DECREASED
Shares44,211 from 44,236
Change-25 (0%)
Value$3.4M (-$2.8K)
Filed 2026-10-28
BIP Wealth, LLC
DECREASED
Shares38,958 from 42,133
Change-3,175 (-8%)
Value$3.1M (-$199.1K)
Filed 2026-10-22
Corrado Advisors, LLC
INCREASED
Shares29,431 from 27,443
Change+1,988 (+7%)
Value$2.3M (+$189.2K)
Filed 2026-10-27
Diligent Investors, LLC
INCREASED
Shares29,406 from 27,253
Change+2,153 (+8%)
Value$2.3M (+$202.0K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares27,966 from 26,630
Change+1,336 (+5%)
Value$2.2M (+$165.9K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares23,055 from 21,155
Change+1,900 (+9%)
Value$1.8M (+$174.8K)
Filed 2026-11-04
Cypress Wealth Services, LLC
INCREASED
Shares21,283 from 16,688
Change+4,595 (+28%)
Value$1.7M (+$405.8K)
Filed 2026-10-21
Strategic Blueprint, LLC
DECREASED
Shares20,182 from 20,269
Change-87 (0%)
Value$1.6M (+$17.5K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED
Shares15,572 from 14,364
Change+1,208 (+8%)
Value$1.2M (+$112.2K)
Filed 2026-10-23
Weaver Capital Management LLC
UNCHANGED
Shares14,811 from 14,811
Change0 (0%)
Value$1.2M (+$106.9K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares14,739 from 9,909
Change+4,830 (+49%)
Value$1.2M (+$391.7K)
Filed 2026-10-16
Seven Hills Financial, LLC
NEW
Shares11,649
Change+11,649
Value$916.0K
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares11,422 from 8,372
Change+3,050 (+36%)
Value$898.1K (+$249.9K)
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares10,726 from 10,142
Change+584 (+6%)
Value$843.4K (+$58.1K)
Filed 2026-10-14
Jacobi Capital Management LLC
UNCHANGED
Shares10,498 from 10,498
Change0 (0%)
Value$825.5K (+$12.6K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares10,455 from 8,615
Change+1,840 (+21%)
Value$822.1K (+$155.0K)
Filed 2026-10-08
Long Island Wealth Management, Inc.
INCREASED
Shares9,434 from 6,073
Change+3,361 (+55%)
Value$741.8K (+$271.6K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares9,414 from 10,596
Change-1,182 (-11%)
Value$740.2K (-$80.2K)
Filed 2026-10-29
Altfest L J & Co Inc
DECREASED
Shares8,912 from 12,077
Change-3,165 (-26%)
Value$700.8K (-$234.4K)
Filed 2026-10-27
Southland Equity Partners LLC
NEW
Shares8,755
Change+8,755
Value$688.4K
Filed 2026-10-14
Aegis Wealth Management, Inc.
INCREASED
Shares8,374 from 2,834
Change+5,540 (+195%)
Value$658.4K (+$439.0K)
Filed 2026-10-26
Todd Wealth Management, LLC
DECREASED
Shares7,920 from 9,640
Change-1,720 (-18%)
Value$622.8K (-$123.7K)
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares7,854
Change+7,854
Value$617.6K
Filed 2026-10-14
Michels Family Financial, LLC
INCREASED
Shares7,341 from 6,811
Change+530 (+8%)
Value$577.2K (+$49.8K)
Filed 2026-11-02
Sherry Group, Inc.
NEW
Shares7,256
Change+7,256
Value$570.5K
Filed 2026-10-09
Advus Financial Partners, LLC
INCREASED
Shares7,241 from 6,926
Change+315 (+5%)
Value$569.4K (+$33.1K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares7,030 from 7,108
Change-78 (-1%)
Value$552.8K (+$2.4K)
Filed 2026-11-04
BCS Wealth Management
DECREASED
Shares6,778 from 6,787
Change-9 (0%)
Value$533.0K (+$7.4K)
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares6,500 from 6,100
Change+400 (+7%)
Value$510.2K (+$37.9K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
NEW
Shares6,310
Change+6,310
Value$496.2K
Filed 2026-10-16
Helium Advisors LLC
UNCHANGED
Shares5,905 from 5,905
Change0 (0%)
Value$464.3K (+$7.1K)
Filed 2026-10-23
Clear Point Advisors Inc.
NEW
Shares5,586
Change+5,586
Value$439.2K
Filed 2026-10-30
Accurate Wealth Management, LLC
UNCHANGED
Shares5,511 from 5,511
Change0 (0%)
Value$435.3K (+$11.8K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares5,455 from 4,455
Change+1,000 (+22%)
Value$428.9K (+$84.0K)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares5,361 from 4,802
Change+559 (+12%)
Value$421.5K (+$49.7K)
Filed 2026-10-14
KFG Wealth Management, LLC
DECREASED
Shares5,175 from 5,239
Change-64 (-1%)
Value$406.9K (+$1.3K)
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares4,742 from 4,622
Change+120 (+3%)
Value$373 (-$357.6K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
UNCHANGED
Shares4,709 from 4,709
Change0 (0%)
Value$370.3K (+$5.7K)
Filed 2026-10-21
Founders Financial Securities LLC
DECREASED
Shares4,673 from 4,678
Change-5 (0%)
Value$367.4K (+$5.2K)
Filed 2026-10-28
Seros Financial, LLC
DECREASED
Shares4,641 from 5,109
Change-468 (-9%)
Value$364.9K (-$30.7K)
Filed 2026-10-21
Trek Financial, LLC
DECREASED
Shares4,498 from 9,229
Change-4,731 (-51%)
Value$353.7K (-$360.9K)
Filed 2026-10-29
Creative Planning
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$347.6K (+$5.3K)
Filed 2026-11-02
Weaver Consulting Group
NEW
Shares4,340
Change+4,340
Value$341.3K
Filed 2026-10-07
Avalon Capital Management
UNCHANGED
Shares4,294 from 4,294
Change0 (0%)
Value$337.6K (+$5.2K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
NEW
Shares4,164
Change+4,164
Value$327.4K
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares4,154 from 4,339
Change-185 (-4%)
Value$326.6K (-$9.3K)
Filed 2026-10-16
TrustBank
NEW
Shares3,824
Change+3,824
Value$300.7K
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares3,689 from 3,676
Change+13 (+0%)
Value$290.1K (+$5.4K)
Filed 2026-10-28
Liberty Atlantic Advisors LLC
UNCHANGED
Shares3,663 from 3,663
Change0 (0%)
Value$288.0K (+$4.4K)
Filed 2026-10-14
New Wave Wealth Advisors LLC
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$284.0K (+$5.6K)
Filed 2026-10-19
First Heartland Consultants, Inc.
UNCHANGED
Shares3,530 from 3,530
Change0 (0%)
Value$277.6K (+$4.2K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares3,507 from 3,613
Change-106 (-3%)
Value$275.8K (-$4.0K)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares3,312 from 3,700
Change-388 (-10%)
Value$260.4K (-$26.1K)
Filed 2026-11-04
CWC Advisors, Llc.
NEW
Shares3,170
Change+3,170
Value$249.3K
Filed 2026-10-15
Advisor OS, LLC
UNCHANGED
Shares3,078 from 3,078
Change0 (0%)
Value$242.0K (+$3.7K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
NEW
Shares2,828
Change+2,828
Value$222.4K
Filed 2026-11-05
Grantvest Financial Group LLC
NEW
Shares2,782
Change+2,782
Value$218.7K
Filed 2026-10-21
McAdam, LLC
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$210.6K (+$3.2K)
Filed 2026-10-21
MMA Asset Management LLC
NEW
Shares2,673
Change+2,673
Value$210.2K
Filed 2026-11-02
Global Trust Asset Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$196.6K (+$3.0K)
Filed 2026-10-19
IFS Advisors, LLC
NEW
Shares1,787
Change+1,787
Value$140.5K
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares1,394 from 2,281
Change-887 (-39%)
Value$109.6K (-$67.0K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
NEW
Shares1,392
Change+1,392
Value$109.5K
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares1,162 from 962
Change+200 (+21%)
Value$91.4K (+$16.9K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
NEW
Shares670
Change+670
Value$52.7K
Filed 2026-10-20
Tounjian Advisory Partners, LLC
NEW
Shares646
Change+646
Value$50.8K
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$37.3K (+$570)
Filed 2026-10-01
Financial Network Wealth Advisors LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$36.0K (+$550)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$25.6K (+$391)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares183 from 120
Change+63 (+53%)
Value$14.4K (+$5.1K)
Filed 2026-10-21
Gilpin Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.9K (+$120)
Filed 2026-10-09
PFG Advisors
CLOSED
Shares0 from 8,070
Change-8,070 (-100%)
Value$0 (-$624.9K)
Filed 2026-10-16
Welch Financial Planning, LLC
CLOSED
Shares0 from 2,799
Change-2,799 (-100%)
Value$0 (-$216.7K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,354
Change-1,354 (-100%)
Value$0 (-$104.8K)
Filed 2026-10-13
Osaic Holdings, Inc.
N/A
Shares— from 213,573
Change-213,573 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 86,929
Change-86,929 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 85,272
Change-85,272 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 75,513
Change-75,513 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 74,531
Change-74,531 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 72,248
Change-72,248 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 51,088
Change-51,088 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 33,985
Change-33,985 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,613
Change-22,613 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 22,250
Change-22,250 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,007
Change-19,007 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,802
Change-18,802 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,859
Change-14,859 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,159
Change-14,159 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 12,936
Change-12,936 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,482
Change-12,482 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 12,286
Change-12,286 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,740
Change-11,740 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,052
Change-11,052 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 8,425
Change-8,425 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,390
Change-7,390 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 355
Change-355 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 212
Change-212 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 199
Change-199 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED150,243129,788+20,455+16%$10.0M$11.8M+$1.8M2026-11-02
Kestra Advisory Services, LLC
INCREASED84,54350,191+34,352+68%$3.9M$6.6M+$2.8M2026-11-02
Truist Financial Corp
INCREASED83,13079,118+4,012+5%$6.1M$6.5M+$410.4K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED58,22554,026+4,199+8%$4.2M$4.6M+$395.0K2026-11-02
AdvisorNet Financial, Inc
INCREASED45,11343,961+1,152+3%$3.4M$3.5M+$118.2K2026-10-15
Outlook Wealth Advisors, LLC
INCREASED45,08444,367+717+2%$3.4M$3.5M+$109.6K2026-10-28
Cornerstone Wealth, LLC
DECREASED44,21144,236-250%$3.4M$3.4M-$2.8K2026-10-28
BIP Wealth, LLC
DECREASED38,95842,133-3,175-8%$3.3M$3.1M-$199.1K2026-10-22
Corrado Advisors, LLC
INCREASED29,43127,443+1,988+7%$2.1M$2.3M+$189.2K2026-10-27
Diligent Investors, LLC
INCREASED29,40627,253+2,153+8%$2.1M$2.3M+$202.0K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED27,96626,630+1,336+5%$2.0M$2.2M+$165.9K2026-10-13
Creative Financial Designs Inc
INCREASED23,05521,155+1,900+9%$1.6M$1.8M+$174.8K2026-11-04
Cypress Wealth Services, LLC
INCREASED21,28316,688+4,595+28%$1.3M$1.7M+$405.8K2026-10-21
Strategic Blueprint, LLC
DECREASED20,18220,269-870%$1.6M$1.6M+$17.5K2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED15,57214,364+1,208+8%$1.1M$1.2M+$112.2K2026-10-23
Weaver Capital Management LLC
UNCHANGED14,81114,81100%$1.1M$1.2M+$106.9K2026-10-15
IFP Advisors, Inc
INCREASED14,7399,909+4,830+49%$767.3K$1.2M+$391.7K2026-10-16
Seven Hills Financial, LLC
NEW11,649—+11,649——$916.0K—2026-10-13
CRA Financial Services, LLC
INCREASED11,4228,372+3,050+36%$648.2K$898.1K+$249.9K2026-10-16
Focus Financial Network, Inc.
INCREASED10,72610,142+584+6%$785.3K$843.4K+$58.1K2026-10-14
Jacobi Capital Management LLC
UNCHANGED10,49810,49800%$812.9K$825.5K+$12.6K2026-11-05
CoreCap Advisors, LLC
INCREASED10,4558,615+1,840+21%$667.1K$822.1K+$155.0K2026-10-08
Long Island Wealth Management, Inc.
INCREASED9,4346,073+3,361+55%$470.2K$741.8K+$271.6K2026-10-20
Certified Advisory Corp
DECREASED9,41410,596-1,182-11%$820.4K$740.2K-$80.2K2026-10-29
Altfest L J & Co Inc
DECREASED8,91212,077-3,165-26%$935.1K$700.8K-$234.4K2026-10-27
Southland Equity Partners LLC
NEW8,755—+8,755——$688.4K—2026-10-14
Aegis Wealth Management, Inc.
INCREASED8,3742,834+5,540+195%$219.4K$658.4K+$439.0K2026-10-26
Todd Wealth Management, LLC
DECREASED7,9209,640-1,720-18%$746.4K$622.8K-$123.7K2026-10-19
Advisory Solutions Group, LLC
NEW7,854—+7,854——$617.6K—2026-10-14
Michels Family Financial, LLC
INCREASED7,3416,811+530+8%$527.4K$577.2K+$49.8K2026-11-02
Sherry Group, Inc.
NEW7,256—+7,256——$570.5K—2026-10-09
Advus Financial Partners, LLC
INCREASED7,2416,926+315+5%$536.3K$569.4K+$33.1K2026-10-20
Visionary Wealth Advisors
DECREASED7,0307,108-78-1%$550.4K$552.8K+$2.4K2026-11-04
BCS Wealth Management
DECREASED6,7786,787-90%$525.5K$533.0K+$7.4K2026-11-03
Keystone Wealth Services, LLC
INCREASED6,5006,100+400+7%$472.3K$510.2K+$37.9K2026-11-03
Concurrent Investment Advisors, LLC
NEW6,310—+6,310——$496.2K—2026-10-16
Helium Advisors LLC
UNCHANGED5,9055,90500%$457.2K$464.3K+$7.1K2026-10-23
Clear Point Advisors Inc.
NEW5,586—+5,586——$439.2K—2026-10-30
Accurate Wealth Management, LLC
UNCHANGED5,5115,51100%$423.6K$435.3K+$11.8K2026-10-20
Independent Financial Group, LLC
INCREASED5,4554,455+1,000+22%$345.0K$428.9K+$84.0K2026-10-13
Triumph Capital Management
INCREASED5,3614,802+559+12%$371.8K$421.5K+$49.7K2026-10-14
KFG Wealth Management, LLC
DECREASED5,1755,239-64-1%$405.7K$406.9K+$1.3K2026-10-16
Wedbush Securities Inc
INCREASED4,7424,622+120+3%$358.0K$373-$357.6K2026-10-22
Axxcess Wealth Management, LLC
UNCHANGED4,7094,70900%$364.6K$370.3K+$5.7K2026-10-21
Founders Financial Securities LLC
DECREASED4,6734,678-50%$362.2K$367.4K+$5.2K2026-10-28
Seros Financial, LLC
DECREASED4,6415,109-468-9%$395.6K$364.9K-$30.7K2026-10-21
Trek Financial, LLC
DECREASED4,4989,229-4,731-51%$714.6K$353.7K-$360.9K2026-10-29
Creative Planning
UNCHANGED4,4204,42000%$342.3K$347.6K+$5.3K2026-11-02
Weaver Consulting Group
NEW4,340—+4,340——$341.3K—2026-10-07
Avalon Capital Management
UNCHANGED4,2944,29400%$332.5K$337.6K+$5.2K2026-11-04
Ashton Thomas Private Wealth, LLC
NEW4,164—+4,164——$327.4K—2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED4,1544,339-185-4%$336.0K$326.6K-$9.3K2026-10-16
TrustBank
NEW3,824—+3,824——$300.7K—2026-10-20
Soltis Investment Advisors LLC
INCREASED3,6893,676+13+0%$284.6K$290.1K+$5.4K2026-10-28
Liberty Atlantic Advisors LLC
UNCHANGED3,6633,66300%$283.6K$288.0K+$4.4K2026-10-14
New Wave Wealth Advisors LLC
UNCHANGED3,5953,59500%$278.4K$284.0K+$5.6K2026-10-19
First Heartland Consultants, Inc.
UNCHANGED3,5303,53000%$273.3K$277.6K+$4.2K2026-10-08
Brookstone Capital Management
DECREASED3,5073,613-106-3%$279.8K$275.8K-$4.0K2026-10-22
Keybank National Association
DECREASED3,3123,700-388-10%$286.5K$260.4K-$26.1K2026-11-04
CWC Advisors, Llc.
NEW3,170—+3,170——$249.3K—2026-10-15
Advisor OS, LLC
UNCHANGED3,0783,07800%$238.3K$242.0K+$3.7K2026-11-03
J.W. Cole Advisors, Inc.
NEW2,828—+2,828——$222.4K—2026-11-05
Grantvest Financial Group LLC
NEW2,782—+2,782——$218.7K—2026-10-21
McAdam, LLC
UNCHANGED2,6782,67800%$207.4K$210.6K+$3.2K2026-10-21
MMA Asset Management LLC
NEW2,673—+2,673——$210.2K—2026-11-02
Global Trust Asset Management, LLC
UNCHANGED2,5002,50000%$193.6K$196.6K+$3.0K2026-10-19
IFS Advisors, LLC
NEW1,787—+1,787——$140.5K—2026-10-14
Evolution Wealth Management Inc.
DECREASED1,3942,281-887-39%$176.6K$109.6K-$67.0K2026-10-28
Capital Investment Advisory Services, LLC
NEW1,392—+1,392——$109.5K—2026-10-30
EverSource Wealth Advisors, LLC
INCREASED1,162962+200+21%$74.5K$91.4K+$16.9K2026-11-04
Physician Wealth Advisors, Inc.
NEW670—+670——$52.7K—2026-10-20
Tounjian Advisory Partners, LLC
NEW646—+646——$50.8K—2026-11-04
Noble Wealth Management PBC
UNCHANGED47547500%$36.8K$37.3K+$5702026-10-01
Financial Network Wealth Advisors LLC
UNCHANGED45845800%$35.5K$36.0K+$5502026-10-28
Lanark Financial, Inc.
UNCHANGED32532500%$25.2K$25.6K+$3912026-10-26
Assetmark, Inc
INCREASED183120+63+53%$9.3K$14.4K+$5.1K2026-10-21
Gilpin Wealth Management, LLC
UNCHANGED10010000%$7.7K$7.9K+$1202026-10-09
PFG Advisors
CLOSED08,070-8,070-100%$624.9K$0-$624.9K2026-10-16
Welch Financial Planning, LLC
CLOSED02,799-2,799-100%$216.7K$0-$216.7K2026-11-06
Gill Capital Partners, LLC
CLOSED01,354-1,354-100%$104.8K$0-$104.8K2026-10-13
Osaic Holdings, Inc.
N/A—213,573-213,573-100%$16.5M———
HighTower Advisors, LLC
N/A—86,929-86,929-100%$6.7M———
Janney Montgomery Scott LLC
N/A—85,272-85,272-100%$6.6M———
Principal Securities, Inc.
N/A—75,513-75,513-100%$5.8M———
Cetera Investment Advisers
N/A—74,531-74,531-100%$5.8M———
LPL Financial LLC
N/A—72,248-72,248-100%$5.6M———
Raymond James Financial Inc
N/A—51,088-51,088-100%$4.0M———
MAI Capital Management
N/A—33,985-33,985-100%$2.6M———
Sequoia Financial Advisors, LLC
N/A—22,613-22,613-100%$1.8M———
ODonnell Financial Services, LLC
N/A—22,250-22,250-100%$1.7M———
Old Mission Capital LLC
N/A—19,007-19,007-100%$1.5M———
Envestnet Asset Management Inc
N/A—18,802-18,802-100%$1.5M———
MML Investors Services, LLC
N/A—14,859-14,859-100%$1.2M———
Cresset Asset Management, LLC
N/A—14,159-14,159-100%$1.1M———
Merit Financial Group, LLC
N/A—12,936-12,936-100%$1.0M———
GWN Securities Inc.
N/A—12,482-12,482-100%$966.5K———
FSA Advisors, Inc.
N/A—12,286-12,286-100%$951.3K———
Steward Partners Investment Advisory, LLC
N/A—11,740-11,740-100%$909.0K———
CreativeOne Wealth, LLC
N/A—11,052-11,052-100%$855.8K———
NewEdge Advisors, LLC
N/A—10,217-10,217-100%$791.1K———
Phoenix Financial Ltd.
N/A—8,425-8,425-100%$651.0K———
Blair William & Co
N/A—7,628-7,628-100%$590.6K———
Goldman Sachs Group Inc
N/A—7,390-7,390-100%$572.2K———
Focus Partners Wealth
N/A—5,640-5,640-100%$436.7K———
Keating Financial Advisory Services, Inc.
N/A—5,553-5,553-100%$430.0K———
Silver OAK Securities, Incorporated
N/A—5,315-5,315-100%$411.5K———
Fiduciary Financial Advisors
N/A—5,159-5,159-100%$399.5K———
Capital Analysts, LLC
N/A—4,766-4,766-100%$369.0K———
Stratos Wealth Advisors, LLC
N/A—4,740-4,740-100%$367.0K———
Tradition Wealth Management, LLC
N/A—4,694-4,694-100%$363.5K———
AE Wealth Management LLC
N/A—4,620-4,620-100%$357.7K———
Arax Advisory Partners
N/A—4,548-4,548-100%$352.2K———
Centaurus Financial, Inc.
N/A—4,485-4,485-100%$347.0K———
SageView Advisory Group, LLC
N/A—4,355-4,355-100%$337.2K———
Dana Investment Advisors, Inc.
N/A—4,297-4,297-100%$332.7K———
World Investment Advisors
N/A—4,183-4,183-100%$318.5K———
Snowden Capital Advisors LLC
N/A—3,862-3,862-100%$299.0K———
Waverly Advisors, LLC
N/A—3,754-3,754-100%$290.7K———
MTM Financial Group, LLC
N/A—3,098-3,098-100%$239.9K———
Beacon Pointe Advisors, LLC
N/A—3,012-3,012-100%$233.2K———
Vantage Point Financial LLC
N/A—2,988-2,988-100%$231.4K———
Stratos Wealth Partners, Ltd.
N/A—2,600-2,600-100%$201.3K———
Wealthgarden F.S. LLC
N/A—2,594-2,594-100%$200.9K———
Allworth Financial LP
N/A—2,449-2,449-100%$189.6K———
PlanVest Financial, Inc
N/A—1,716-1,716-100%$132.9K———
Harbour Investments, Inc.
N/A—1,455-1,455-100%$112.7K———
WealthShield Partners, LLC
N/A—1,336-1,336-100%$103.4K———
Highland Investment Advisors LLC
N/A—500-500-100%$38.7K———
JPMorgan Chase & Co
N/A—355-355-100%$27.5K———
IFG Advisory, LLC
N/A—234-234-100%$18.1K———
Morgan Stanley
N/A—212-212-100%$16.4K———
Northwestern Mutual Wealth Management Co
N/A—199-199-100%$15.4K———
Luminist Capital LLC
N/A—156-156-100%$11.7K———
Aptus Capital Advisors, LLC
N/A—16-16-100%$1.2K———
Showing 134 of 134 institutions