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Innovator U.S. Equity Power (PMAY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares773,986 from 832,368
Change-58,382 (-7%)
Value$32.7M (-$1.7M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares428,358 from 445,280
Change-16,922 (-4%)
Value$18.2M (-$314.3K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares316,892 from 317,011
Change-119 (0%)
Value$13.4M (+$297.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares230,953 from 349,970
Change-119,017 (-34%)
Value$9.8M (-$4.7M)
Filed 2026-11-02
Southland Equity Partners LLC
UNCHANGED
Shares228,425 from 228,425
Change0 (0%)
Value$9.7M (+$218.2K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares198,115 from 137,675
Change+60,440 (+44%)
Value$8.4M (+$2.7M)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares181,661 from 178,110
Change+3,551 (+2%)
Value$7.7M (+$320.2K)
Filed 2026-10-14
Lynx Capital Group LTD
INCREASED
Shares162,403 from 162,261
Change+142 (+0%)
Value$6.9M (+$161.0K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares149,560 from 171,121
Change-21,561 (-13%)
Value$6.3M (-$747.6K)
Filed 2026-10-30
McAlister, Sweet & Associates, Inc.
DECREASED
Shares128,485 from 128,672
Change-187 (0%)
Value$5.4M (+$115.0K)
Filed 2026-10-07
Corrado Advisors, LLC
DECREASED
Shares99,963 from 100,865
Change-902 (-1%)
Value$4.2M (+$58.2K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares89,191 from 90,733
Change-1,542 (-2%)
Value$3.8M (+$22.0K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares88,797 from 89,387
Change-590 (-1%)
Value$3.8M (+$60.5K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares88,604 from 89,165
Change-561 (-1%)
Value$3.7M (+$61.5K)
Filed 2026-10-08
ARS Wealth Advisors Group, LLC
DECREASED
Shares85,939 from 86,122
Change-183 (0%)
Value$3.6M (+$74.5K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
DECREASED
Shares83,850 from 84,527
Change-677 (-1%)
Value$3.6M (+$81.9K)
Filed 2026-10-09
Atticus Wealth Management, LLC
DECREASED
Shares81,546 from 84,473
Change-2,927 (-3%)
Value$3.4M (-$43.0K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares79,099 from 63,552
Change+15,547 (+24%)
Value$3.3M (+$717.6K)
Filed 2026-11-06
Chris Bulman Inc
DECREASED
Shares76,017 from 78,200
Change-2,183 (-3%)
Value$3.2M (-$17.5K)
Filed 2026-10-20
KFG Wealth Management, LLC
DECREASED
Shares70,523 from 84,313
Change-13,790 (-16%)
Value$3.0M (-$502.2K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares68,192 from 68,892
Change-700 (-1%)
Value$2.9M (+$36.2K)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares56,709 from 56,709
Change0 (0%)
Value$2.4M (+$54.2K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares48,893 from 48,802
Change+91 (+0%)
Value$2.1M (+$50.5K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares48,351 from 25,467
Change+22,884 (+90%)
Value$2.0M (+$991.3K)
Filed 2026-10-16
James T. Borello RIA
UNCHANGED
Shares48,015 from 48,015
Change0 (0%)
Value$2.0M (+$45.9K)
Filed 2026-10-16
Global Assets Advisory, LLC
UNCHANGED
Shares42,690 from 42,690
Change0 (0%)
Value$1.8M (+$50.0K)
Filed 2026-10-28
Weaver Consulting Group
UNCHANGED
Shares40,199 from 40,199
Change0 (0%)
Value$1.7M (+$38.4K)
Filed 2026-10-07
Weaver Capital Management LLC
INCREASED
Shares38,865 from 37,997
Change+868 (+2%)
Value$1.6M (+$124.6K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares36,364 from 36,980
Change-616 (-2%)
Value$1.5M (+$9.3K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares35,329 from 35,229
Change+100 (+0%)
Value$1.5M (+$37.9K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED
Shares35,068 from 35,138
Change-70 (0%)
Value$1.5M (+$30.6K)
Filed 2026-10-23
Gill Capital Partners, LLC
UNCHANGED
Shares33,599 from 33,599
Change0 (0%)
Value$1.4M (+$32.1K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares33,491 from 30,261
Change+3,230 (+11%)
Value$1.4M (+$165.4K)
Filed 2026-10-13
BFI Wealth Solutions, LLC
DECREASED
Shares33,205 from 33,518
Change-313 (-1%)
Value$1.4M (+$18.8K)
Filed 2026-10-16
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares32,755 from 34,255
Change-1,500 (-4%)
Value$1.4M (-$30.7K)
Filed 2026-10-15
Focus Financial Network, Inc.
UNCHANGED
Shares32,611 from 32,611
Change0 (0%)
Value$1.4M (+$31.2K)
Filed 2026-10-14
Clear Point Advisors Inc.
NEW
Shares29,126
Change+29,126
Value$1.2M
Filed 2026-10-30
Evermay Wealth Management LLC
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$1.2M (+$27.7K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares28,444 from 28,795
Change-351 (-1%)
Value$1.2M (+$12.7K)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
DECREASED
Shares28,231 from 28,275
Change-44 (0%)
Value$1.2M (+$15.1K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
UNCHANGED
Shares28,082 from 28,082
Change0 (0%)
Value$1.2M (+$26.8K)
Filed 2026-10-29
GenTrust, LLC
UNCHANGED
Shares27,762 from 27,762
Change0 (0%)
Value$1.2M (+$26.5K)
Filed 2026-11-06
Diligent Investors, LLC
DECREASED
Shares27,198 from 27,208
Change-10 (0%)
Value$1.1M (+$25.6K)
Filed 2026-10-21
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares26,681 from 26,681
Change0 (0%)
Value$1.1M (+$25.5K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares26,672 from 21,480
Change+5,192 (+24%)
Value$1.1M (+$239.9K)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares23,106 from 23,950
Change-844 (-4%)
Value$976.5K (-$12.7K)
Filed 2026-10-30
Schulz Wealth, Ltd.
DECREASED
Shares22,759 from 24,634
Change-1,875 (-8%)
Value$961.7K (-$55.7K)
Filed 2026-11-03
Valmark Advisers, Inc.
UNCHANGED
Shares21,299 from 21,299
Change0 (0%)
Value$900.0K (+$20.3K)
Filed 2026-11-06
Visionary Wealth Advisors
DECREASED
Shares20,988 from 21,166
Change-178 (-1%)
Value$886.9K (+$12.7K)
Filed 2026-11-04
Trek Financial, LLC
DECREASED
Shares19,765 from 20,101
Change-336 (-2%)
Value$835.2K (+$5.0K)
Filed 2026-10-29
Cornerstone Wealth, LLC
DECREASED
Shares18,843 from 19,007
Change-164 (-1%)
Value$795.4K (+$4.3K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
UNCHANGED
Shares18,655 from 18,655
Change0 (0%)
Value$787.4K (+$18.1K)
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares18,274 from 18,274
Change0 (0%)
Value$772.2K (+$17.5K)
Filed 2026-10-23
BCS Wealth Management
DECREASED
Shares15,625 from 15,674
Change-49 (0%)
Value$660.2K (+$12.9K)
Filed 2026-11-03
RiverTree Advisors, LLC
UNCHANGED
Shares15,545 from 15,545
Change0 (0%)
Value$656.9K (+$14.8K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
UNCHANGED
Shares15,439 from 15,439
Change0 (0%)
Value$652.4K (+$14.7K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
DECREASED
Shares15,389 from 20,174
Change-4,785 (-24%)
Value$656.0K (-$177.2K)
Filed 2026-10-13
Americana Partners, LLC
UNCHANGED
Shares15,122 from 15,122
Change0 (0%)
Value$639.0K (+$14.4K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares14,982 from 15,196
Change-214 (-1%)
Value$633.1K (+$5.5K)
Filed 2026-10-28
Bedel Financial Consulting, Inc.
UNCHANGED
Shares14,508 from 14,508
Change0 (0%)
Value$613.0K (+$13.9K)
Filed 2026-11-06
NovaPoint Capital, LLC
INCREASED
Shares13,587 from 13,196
Change+391 (+3%)
Value$574.1K (+$29.1K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares13,179 from 13,179
Change0 (0%)
Value$556.9K (+$12.6K)
Filed 2026-11-03
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares13,062 from 14,048
Change-986 (-7%)
Value$551.9K (-$28.2K)
Filed 2026-10-13
Integrity Alliance, Llc.
UNCHANGED
Shares12,773 from 12,773
Change0 (0%)
Value$539.7K (+$12.2K)
Filed 2026-10-29
Milestone Asset Management, LLC
DECREASED
Shares12,739 from 12,858
Change-119 (-1%)
Value$538.3K (+$7.3K)
Filed 2026-10-15
Reicon Wealth Advisors, LLC
DECREASED
Shares12,715 from 13,088
Change-373 (-3%)
Value$537.3K (-$3.3K)
Filed 2026-11-04
McAdam, LLC
UNCHANGED
Shares12,095 from 12,095
Change0 (0%)
Value$511.1K (+$11.6K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
DECREASED
Shares11,704 from 11,763
Change-59 (0%)
Value$494.6K (+$8.7K)
Filed 2026-10-28
Fortune Financial Group, Inc.
DECREASED
Shares11,677 from 11,907
Change-230 (-2%)
Value$493.4K (+$1.7K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
DECREASED
Shares11,670 from 11,801
Change-131 (-1%)
Value$493.1K (+$5.7K)
Filed 2026-10-29
TopTier Wealth Management, LLC
DECREASED
Shares11,503 from 11,541
Change-38 (0%)
Value$486.1K (+$9.4K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
DECREASED
Shares11,311 from 12,511
Change-1,200 (-10%)
Value$478.0K (-$38.8K)
Filed 2026-10-26
Retirement Planning Group, LLC
UNCHANGED
Shares10,211 from 10,211
Change0 (0%)
Value$431.5K (+$9.8K)
Filed 2026-10-19
Creative Planning
UNCHANGED
Shares9,977 from 9,977
Change0 (0%)
Value$421.6K (+$9.5K)
Filed 2026-11-02
Hofer & Associates. Inc
NEW
Shares9,459
Change+9,459
Value$399.7K
Filed 2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED
Shares9,459 from 9,459
Change0 (0%)
Value$399.7K (+$9.0K)
Filed 2026-10-14
Liberty Atlantic Advisors LLC
DECREASED
Shares9,129 from 9,515
Change-386 (-4%)
Value$385.7K (-$7.2K)
Filed 2026-10-14
Jacobi Capital Management LLC
UNCHANGED
Shares9,122 from 9,122
Change0 (0%)
Value$385.5K (+$8.7K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares9,021 from 8,898
Change+123 (+1%)
Value$382.9K (+$15.4K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
DECREASED
Shares8,943 from 8,954
Change-11 (0%)
Value$377.9K (+$8.1K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares8,937 from 6,831
Change+2,106 (+31%)
Value$377.6K (+$95.5K)
Filed 2026-11-05
Hengehold Capital Management LLC
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$367.6K (+$8.3K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
DECREASED
Shares8,657 from 8,976
Change-319 (-4%)
Value$365.8K (-$4.9K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares8,373 from 8,433
Change-60 (-1%)
Value$353.8K (+$5.5K)
Filed 2026-10-13
CRA Financial Services, LLC
UNCHANGED
Shares8,170 from 8,170
Change0 (0%)
Value$345.2K (+$7.8K)
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares8,066 from 8,066
Change0 (0%)
Value$340.8K (+$7.7K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares7,830 from 6,930
Change+900 (+13%)
Value$330.9K (+$44.6K)
Filed 2026-11-04
Goldstein Advisors, LLC
INCREASED
Shares7,817 from 4,843
Change+2,974 (+61%)
Value$330.3K (+$130.3K)
Filed 2026-10-15
Grantvest Financial Group LLC
UNCHANGED
Shares7,633 from 7,633
Change0 (0%)
Value$322.5K (+$7.3K)
Filed 2026-10-21
Keystone Wealth Services, LLC
UNCHANGED
Shares7,546 from 7,546
Change0 (0%)
Value$318.7K (+$7.1K)
Filed 2026-11-03
Simplicity Wealth,LLC
NEW
Shares6,846
Change+6,846
Value$289.3K
Filed 2026-10-23
Galvin, Gaustad & Stein, LLC
DECREASED
Shares6,829 from 7,006
Change-177 (-3%)
Value$288.6K (-$787)
Filed 2026-10-08
WealthPlan Investment Management, LLC
DECREASED
Shares6,691 from 7,658
Change-967 (-13%)
Value$282.7K (-$33.5K)
Filed 2026-10-15
Pacific Park Financial, Inc.
DECREASED
Shares6,664 from 6,816
Change-152 (-2%)
Value$281.6K (+$88)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED
Shares6,549 from 7,251
Change-702 (-10%)
Value$276.7K (-$22.7K)
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares6,503
Change+6,503
Value$274.8K
Filed 2026-10-29
NWF Advisory Services Inc.
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$257.8K (+$5.8K)
Filed 2026-10-19
WMS Group LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$253.5K (+$5.7K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
UNCHANGED
Shares5,665 from 5,665
Change0 (0%)
Value$239.4K (+$5.4K)
Filed 2026-10-21
Wedbush Securities Inc
UNCHANGED
Shares5,640 from 5,640
Change0 (0%)
Value$238 (-$232.8K)
Filed 2026-10-22
Envision Financial LLC
UNCHANGED
Shares5,624 from 5,624
Change0 (0%)
Value$237.6K (+$5.4K)
Filed 2026-10-15
Seros Financial, LLC
UNCHANGED
Shares5,582 from 5,582
Change0 (0%)
Value$235.9K (+$5.3K)
Filed 2026-10-21
Straight Path Wealth Management
UNCHANGED
Shares5,339 from 5,339
Change0 (0%)
Value$225.6K (+$5.1K)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares5,336
Change+5,336
Value$225.5K
Filed 2026-10-14
VestGen Advisors, LLC
UNCHANGED
Shares5,211 from 5,211
Change0 (0%)
Value$220.2K (+$5.0K)
Filed 2026-10-27
Foundry Financial Group, Inc.
UNCHANGED
Shares5,125 from 5,125
Change0 (0%)
Value$216.6K (+$4.9K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares5,108 from 5,108
Change0 (0%)
Value$215.8K (+$4.9K)
Filed 2026-10-23
Victory Financial Group, LLC
DECREASED
Shares5,017 from 7,044
Change-2,027 (-29%)
Value$212.0K (-$78.9K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares4,940 from 5,072
Change-132 (-3%)
Value$208.7K (-$733)
Filed 2026-10-23
Cypress Wealth Services, LLC
NEW
Shares4,903
Change+4,903
Value$208.7K
Filed 2026-10-21
Nikulski Financial, Inc.
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$206.4K (+$4.7K)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares3,438 from 3,438
Change0 (0%)
Value$145.3K (+$3.3K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares2,978 from 4,986
Change-2,008 (-40%)
Value$125.8K (-$80.1K)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares2,765 from 1,800
Change+965 (+54%)
Value$114.2K (+$39.9K)
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$84.5K (+$1.9K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
INCREASED
Shares1,458 from 1,329
Change+129 (+10%)
Value$61.6K (+$6.7K)
Filed 2026-11-04
City Holding Co
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$51.3K (+$1.2K)
Filed 2026-10-19
Global Trust Asset Management, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$46.5K (+$1.1K)
Filed 2026-10-19
Farther Finance Advisors, LLC
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$45.9K (+$1.0K)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$27.7K (+$626)
Filed 2026-10-28
PNC Financial Services Group, Inc.
NEW
Shares300
Change+300
Value$12.7K
Filed 2026-11-06
Barclays PLC
DECREASED
Shares234 from 632
Change-398 (-63%)
Value$9.9K (-$16.2K)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.5K (+$56)
Filed 2026-10-21
Bullseye Investment Management, LLC
CLOSED
Shares0 from 83,058
Change-83,058 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-29
Optima Capital LLC
CLOSED
Shares0 from 10,790
Change-10,790 (-100%)
Value$0 (-$445.6K)
Filed 2026-10-29
Advisor OS, LLC
CLOSED
Shares0 from 6,734
Change-6,734 (-100%)
Value$0 (-$278.1K)
Filed 2026-11-03
Todd Wealth Management, LLC
CLOSED
Shares0 from 4,850
Change-4,850 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$3)
Filed 2026-11-04
Alliancebernstein L.P.
N/A
Shares— from 3,390,275
Change-3,390,275 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,740,086
Change-1,740,086 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 897,402
Change-897,402 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 524,966
Change-524,966 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 450,873
Change-450,873 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 290,038
Change-290,038 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 239,097
Change-239,097 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 203,128
Change-203,128 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 161,643
Change-161,643 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 137,093
Change-137,093 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 128,436
Change-128,436 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 113,069
Change-113,069 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 103,035
Change-103,035 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 95,612
Change-95,612 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 92,385
Change-92,385 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 87,287
Change-87,287 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 77,134
Change-77,134 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 76,724
Change-76,724 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 76,541
Change-76,541 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 68,589
Change-68,589 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 66,857
Change-66,857 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 64,404
Change-64,404 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 63,706
Change-63,706 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 63,165
Change-63,165 (-100%)
Value—
Blair William & Co
N/A
Shares— from 63,147
Change-63,147 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 61,312
Change-61,312 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 60,745
Change-60,745 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 60,251
Change-60,251 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 56,783
Change-56,783 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 56,199
Change-56,199 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 50,777
Change-50,777 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 47,411
Change-47,411 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 46,160
Change-46,160 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 45,945
Change-45,945 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 44,992
Change-44,992 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 41,675
Change-41,675 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 37,680
Change-37,680 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 36,706
Change-36,706 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 35,645
Change-35,645 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 31,982
Change-31,982 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,377
Change-31,377 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 30,280
Change-30,280 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 29,098
Change-29,098 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 28,977
Change-28,977 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 25,957
Change-25,957 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 22,084
Change-22,084 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 21,747
Change-21,747 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,314
Change-21,314 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,934
Change-20,934 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,346
Change-19,346 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,780
Change-18,780 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 18,717
Change-18,717 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 18,354
Change-18,354 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,203
Change-18,203 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 16,677
Change-16,677 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,472
Change-15,472 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,743
Change-12,743 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,814
Change-11,814 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,624
Change-10,624 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 10,436
Change-10,436 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 9,970
Change-9,970 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,454
Change-9,454 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 7,838
Change-7,838 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,632
Change-7,632 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 887
Change-887 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 505
Change-505 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 461
Change-461 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Pathstone Holdings, LLC
N/A
Shares— from 0
Change0
Value—
Status
Brookstone Capital Management
DECREASED773,986832,368-58,382-7%$34.4M$32.7M-$1.7M2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED428,358445,280-16,922-4%$18.5M$18.2M-$314.3K2026-10-13
LPL Financial LLC
DECREASED316,892317,011-1190%$13.1M$13.4M+$297.8K2026-11-06
Commonwealth Equity Services, LLC
DECREASED230,953349,970-119,017-34%$14.5M$9.8M-$4.7M2026-11-02
Southland Equity Partners LLC
UNCHANGED228,425228,42500%$9.4M$9.7M+$218.2K2026-10-14
Kestra Advisory Services, LLC
INCREASED198,115137,675+60,440+44%$5.7M$8.4M+$2.7M2026-11-02
Heck Capital Advisors, LLC
INCREASED181,661178,110+3,551+2%$7.4M$7.7M+$320.2K2026-10-14
Lynx Capital Group LTD
INCREASED162,403162,261+142+0%$6.7M$6.9M+$161.0K2026-11-04
Truist Financial Corp
DECREASED149,560171,121-21,561-13%$7.1M$6.3M-$747.6K2026-10-30
McAlister, Sweet & Associates, Inc.
DECREASED128,485128,672-1870%$5.3M$5.4M+$115.0K2026-10-07
Corrado Advisors, LLC
DECREASED99,963100,865-902-1%$4.2M$4.2M+$58.2K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED89,19190,733-1,542-2%$3.7M$3.8M+$22.0K2026-11-02
Independent Financial Group, LLC
DECREASED88,79789,387-590-1%$3.7M$3.8M+$60.5K2026-10-13
CoreCap Advisors, LLC
DECREASED88,60489,165-561-1%$3.7M$3.7M+$61.5K2026-10-08
ARS Wealth Advisors Group, LLC
DECREASED85,93986,122-1830%$3.6M$3.6M+$74.5K2026-10-16
Castle Rock Wealth Management, LLC
DECREASED83,85084,527-677-1%$3.5M$3.6M+$81.9K2026-10-09
Atticus Wealth Management, LLC
DECREASED81,54684,473-2,927-3%$3.5M$3.4M-$43.0K2026-10-20
Merit Financial Group, LLC
INCREASED79,09963,552+15,547+24%$2.6M$3.3M+$717.6K2026-11-06
Chris Bulman Inc
DECREASED76,01778,200-2,183-3%$3.2M$3.2M-$17.5K2026-10-20
KFG Wealth Management, LLC
DECREASED70,52384,313-13,790-16%$3.5M$3.0M-$502.2K2026-10-16
IFP Advisors, Inc
DECREASED68,19268,892-700-1%$2.8M$2.9M+$36.2K2026-10-16
Lineweaver Wealth Advisors, LLC
UNCHANGED56,70956,70900%$2.3M$2.4M+$54.2K2026-10-13
Nations Financial Group Inc,
INCREASED48,89348,802+91+0%$2.0M$2.1M+$50.5K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED48,35125,467+22,884+90%$1.1M$2.0M+$991.3K2026-10-16
James T. Borello RIA
UNCHANGED48,01548,01500%$2.0M$2.0M+$45.9K2026-10-16
Global Assets Advisory, LLC
UNCHANGED42,69042,69000%$1.8M$1.8M+$50.0K2026-10-28
Weaver Consulting Group
UNCHANGED40,19940,19900%$1.7M$1.7M+$38.4K2026-10-07
Weaver Capital Management LLC
INCREASED38,86537,997+868+2%$1.5M$1.6M+$124.6K2026-10-15
HB Wealth Management, LLC
DECREASED36,36436,980-616-2%$1.5M$1.5M+$9.3K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED35,32935,229+100+0%$1.5M$1.5M+$37.9K2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED35,06835,138-700%$1.5M$1.5M+$30.6K2026-10-23
Gill Capital Partners, LLC
UNCHANGED33,59933,59900%$1.4M$1.4M+$32.1K2026-10-13
Cape Investment Advisory, Inc.
INCREASED33,49130,261+3,230+11%$1.2M$1.4M+$165.4K2026-10-13
BFI Wealth Solutions, LLC
DECREASED33,20533,518-313-1%$1.4M$1.4M+$18.8K2026-10-16
Pinnacle Wealth Management Group, Inc.
DECREASED32,75534,255-1,500-4%$1.4M$1.4M-$30.7K2026-10-15
Focus Financial Network, Inc.
UNCHANGED32,61132,61100%$1.3M$1.4M+$31.2K2026-10-14
Clear Point Advisors Inc.
NEW29,126—+29,126——$1.2M—2026-10-30
Evermay Wealth Management LLC
UNCHANGED29,00029,00000%$1.2M$1.2M+$27.7K2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED28,44428,795-351-1%$1.2M$1.2M+$12.7K2026-10-13
Quest 10 Wealth Builders, Inc.
DECREASED28,23128,275-440%$1.2M$1.2M+$15.1K2026-11-02
Integrity Advisory Solutions, LLC
UNCHANGED28,08228,08200%$1.2M$1.2M+$26.8K2026-10-29
GenTrust, LLC
UNCHANGED27,76227,76200%$1.1M$1.2M+$26.5K2026-11-06
Diligent Investors, LLC
DECREASED27,19827,208-100%$1.1M$1.1M+$25.6K2026-10-21
Allegiance Financial Group Advisory Services LLC
UNCHANGED26,68126,68100%$1.1M$1.1M+$25.5K2026-11-02
Lido Advisors, LLC
INCREASED26,67221,480+5,192+24%$887.1K$1.1M+$239.9K2026-11-04
Spire Wealth Management
DECREASED23,10623,950-844-4%$989.1K$976.5K-$12.7K2026-10-30
Schulz Wealth, Ltd.
DECREASED22,75924,634-1,875-8%$1.0M$961.7K-$55.7K2026-11-03
Valmark Advisers, Inc.
UNCHANGED21,29921,29900%$879.6K$900.0K+$20.3K2026-11-06
Visionary Wealth Advisors
DECREASED20,98821,166-178-1%$874.2K$886.9K+$12.7K2026-11-04
Trek Financial, LLC
DECREASED19,76520,101-336-2%$830.2K$835.2K+$5.0K2026-10-29
Cornerstone Wealth, LLC
DECREASED18,84319,007-164-1%$791.1K$795.4K+$4.3K2026-10-28
Chicago Partners Investment Group LLC
UNCHANGED18,65518,65500%$769.3K$787.4K+$18.1K2026-10-27
Signaturefd, LLC
UNCHANGED18,27418,27400%$754.7K$772.2K+$17.5K2026-10-23
BCS Wealth Management
DECREASED15,62515,674-490%$647.3K$660.2K+$12.9K2026-11-03
RiverTree Advisors, LLC
UNCHANGED15,54515,54500%$642.0K$656.9K+$14.8K2026-10-13
Cornerstone Wealth Group, LLC
UNCHANGED15,43915,43900%$637.6K$652.4K+$14.7K2026-11-02
Fragasso Financial Advisors Inc
DECREASED15,38920,174-4,785-24%$833.2K$656.0K-$177.2K2026-10-13
Americana Partners, LLC
UNCHANGED15,12215,12200%$624.5K$639.0K+$14.4K2026-10-28
MGO One Seven LLC
DECREASED14,98215,196-214-1%$627.6K$633.1K+$5.5K2026-10-28
Bedel Financial Consulting, Inc.
UNCHANGED14,50814,50800%$599.2K$613.0K+$13.9K2026-11-06
NovaPoint Capital, LLC
INCREASED13,58713,196+391+3%$545.0K$574.1K+$29.1K2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED13,17913,17900%$544.3K$556.9K+$12.6K2026-11-03
Blue Sky Capital Consultants Group, Inc.
DECREASED13,06214,048-986-7%$580.2K$551.9K-$28.2K2026-10-13
Integrity Alliance, Llc.
UNCHANGED12,77312,77300%$527.5K$539.7K+$12.2K2026-10-29
Milestone Asset Management, LLC
DECREASED12,73912,858-119-1%$531.0K$538.3K+$7.3K2026-10-15
Reicon Wealth Advisors, LLC
DECREASED12,71513,088-373-3%$540.5K$537.3K-$3.3K2026-11-04
McAdam, LLC
UNCHANGED12,09512,09500%$499.5K$511.1K+$11.6K2026-10-21
Outlook Wealth Advisors, LLC
DECREASED11,70411,763-590%$485.8K$494.6K+$8.7K2026-10-28
Fortune Financial Group, Inc.
DECREASED11,67711,907-230-2%$491.8K$493.4K+$1.7K2026-10-22
Blue Bell Private Wealth Management, LLC
DECREASED11,67011,801-131-1%$487.4K$493.1K+$5.7K2026-10-29
TopTier Wealth Management, LLC
DECREASED11,50311,541-380%$476.6K$486.1K+$9.4K2026-10-16
Ballast Rock Private Wealth LLC
DECREASED11,31112,511-1,200-10%$516.7K$478.0K-$38.8K2026-10-26
Retirement Planning Group, LLC
UNCHANGED10,21110,21100%$421.7K$431.5K+$9.8K2026-10-19
Creative Planning
UNCHANGED9,9779,97700%$412.1K$421.6K+$9.5K2026-11-02
Hofer & Associates. Inc
NEW9,459—+9,459——$399.7K—2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED9,4599,45900%$390.7K$399.7K+$9.0K2026-10-14
Liberty Atlantic Advisors LLC
DECREASED9,1299,515-386-4%$393.0K$385.7K-$7.2K2026-10-14
Jacobi Capital Management LLC
UNCHANGED9,1229,12200%$376.7K$385.5K+$8.7K2026-11-05
AdvisorNet Financial, Inc
INCREASED9,0218,898+123+1%$367.5K$382.9K+$15.4K2026-10-15
Sagespring Wealth Partners, LLC
DECREASED8,9438,954-110%$369.8K$377.9K+$8.1K2026-10-22
Occidental Asset Management, LLC
INCREASED8,9376,831+2,106+31%$282.1K$377.6K+$95.5K2026-11-05
Hengehold Capital Management LLC
UNCHANGED8,7008,70000%$359.3K$367.6K+$8.3K2026-10-16
Fiduciary Financial Group, LLC
DECREASED8,6578,976-319-4%$370.7K$365.8K-$4.9K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED8,3738,433-60-1%$348.3K$353.8K+$5.5K2026-10-13
CRA Financial Services, LLC
UNCHANGED8,1708,17000%$337.4K$345.2K+$7.8K2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED8,0668,06600%$333.1K$340.8K+$7.7K2026-11-02
Creative Financial Designs Inc
INCREASED7,8306,930+900+13%$286.2K$330.9K+$44.6K2026-11-04
Goldstein Advisors, LLC
INCREASED7,8174,843+2,974+61%$200.0K$330.3K+$130.3K2026-10-15
Grantvest Financial Group LLC
UNCHANGED7,6337,63300%$315.2K$322.5K+$7.3K2026-10-21
Keystone Wealth Services, LLC
UNCHANGED7,5467,54600%$311.7K$318.7K+$7.1K2026-11-03
Simplicity Wealth,LLC
NEW6,846—+6,846——$289.3K—2026-10-23
Galvin, Gaustad & Stein, LLC
DECREASED6,8297,006-177-3%$289.3K$288.6K-$7872026-10-08
WealthPlan Investment Management, LLC
DECREASED6,6917,658-967-13%$316.3K$282.7K-$33.5K2026-10-15
Pacific Park Financial, Inc.
DECREASED6,6646,816-152-2%$281.5K$281.6K+$882026-10-13
Signature Estate & Investment Advisors LLC
DECREASED6,5497,251-702-10%$299.5K$276.7K-$22.7K2026-10-13
Vise Technologies, Inc.
NEW6,503—+6,503——$274.8K—2026-10-29
NWF Advisory Services Inc.
UNCHANGED6,1006,10000%$251.9K$257.8K+$5.8K2026-10-19
WMS Group LLC
UNCHANGED6,0006,00000%$247.8K$253.5K+$5.7K2026-11-06
Axxcess Wealth Management, LLC
UNCHANGED5,6655,66500%$234.0K$239.4K+$5.4K2026-10-21
Wedbush Securities Inc
UNCHANGED5,6405,64000%$233.0K$238-$232.8K2026-10-22
Envision Financial LLC
UNCHANGED5,6245,62400%$232.3K$237.6K+$5.4K2026-10-15
Seros Financial, LLC
UNCHANGED5,5825,58200%$230.5K$235.9K+$5.3K2026-10-21
Straight Path Wealth Management
UNCHANGED5,3395,33900%$220.5K$225.6K+$5.1K2026-10-23
IFS Advisors, LLC
NEW5,336—+5,336——$225.5K—2026-10-14
VestGen Advisors, LLC
UNCHANGED5,2115,21100%$215.2K$220.2K+$5.0K2026-10-27
Foundry Financial Group, Inc.
UNCHANGED5,1255,12500%$211.7K$216.6K+$4.9K2026-10-28
Kingswood Wealth Advisors, LLC
UNCHANGED5,1085,10800%$211.0K$215.8K+$4.9K2026-10-23
Victory Financial Group, LLC
DECREASED5,0177,044-2,027-29%$290.9K$212.0K-$78.9K2026-10-27
Sigma Planning Corp
DECREASED4,9405,072-132-3%$209.5K$208.7K-$7332026-10-23
Cypress Wealth Services, LLC
NEW4,903—+4,903——$208.7K—2026-10-21
Nikulski Financial, Inc.
UNCHANGED4,8854,88500%$201.8K$206.4K+$4.7K2026-11-06
Private Trust Co NA
UNCHANGED3,4383,43800%$142.0K$145.3K+$3.3K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED2,9784,986-2,008-40%$205.9K$125.8K-$80.1K2026-10-30
Allworth Financial LP
INCREASED2,7651,800+965+54%$74.3K$114.2K+$39.9K2026-11-06
Fifth Third Bancorp
UNCHANGED2,0002,00000%$82.6K$84.5K+$1.9K2026-11-05
Tounjian Advisory Partners, LLC
INCREASED1,4581,329+129+10%$54.9K$61.6K+$6.7K2026-11-04
City Holding Co
UNCHANGED1,2151,21500%$50.2K$51.3K+$1.2K2026-10-19
Global Trust Asset Management, LLC
UNCHANGED1,1001,10000%$45.4K$46.5K+$1.1K2026-10-19
Farther Finance Advisors, LLC
UNCHANGED1,0861,08600%$44.9K$45.9K+$1.0K2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED65665600%$27.1K$27.7K+$6262026-10-28
PNC Financial Services Group, Inc.
NEW300—+300——$12.7K—2026-11-06
Barclays PLC
DECREASED234632-398-63%$26.1K$9.9K-$16.2K2026-11-06
Assetmark, Inc
UNCHANGED595900%$2.4K$2.5K+$562026-10-21
Bullseye Investment Management, LLC
CLOSED083,058-83,058-100%$3.4M$0-$3.4M2026-10-29
Optima Capital LLC
CLOSED010,790-10,790-100%$445.6K$0-$445.6K2026-10-29
Advisor OS, LLC
CLOSED06,734-6,734-100%$278.1K$0-$278.1K2026-11-03
Todd Wealth Management, LLC
CLOSED04,850-4,850-100%$200.3K$0-$200.3K2026-10-19
Hazlett, Burt & Watson, Inc.
CLOSED075-75-100%$3$0-$32026-11-04
Alliancebernstein L.P.
N/A—3,390,275-3,390,275-100%$135.4M———
Penserra Capital Management LLC
N/A—1,740,086-1,740,086-100%$71.9M———
Osaic Holdings, Inc.
N/A—897,402-897,402-100%$37.1M———
Raymond James Financial Inc
N/A—524,966-524,966-100%$21.7M———
Focus Partners Wealth
N/A—450,873-450,873-100%$18.6M———
Cetera Investment Advisers
N/A—290,038-290,038-100%$12.0M———
Beacon Pointe Advisors, LLC
N/A—239,097-239,097-100%$9.9M———
HighTower Advisors, LLC
N/A—203,128-203,128-100%$8.4M———
Envestnet Asset Management Inc
N/A—161,643-161,643-100%$6.7M———
Advisory Alpha, LLC
N/A—137,093-137,093-100%$5.7M———
Cassady Wealth & Retirement Planning, LLC
N/A—128,436-128,436-100%$5.3M———
Steward Partners Investment Advisory, LLC
N/A—113,069-113,069-100%$4.7M———
MAI Capital Management
N/A—103,035-103,035-100%$4.3M———
Caprock Group, LLC
N/A—95,612-95,612-100%$3.9M———
Keating Financial Advisory Services, Inc.
N/A—92,385-92,385-100%$3.8M———
MTM Financial Group, LLC
N/A—87,287-87,287-100%$3.6M———
Janney Montgomery Scott LLC
N/A—77,134-77,134-100%$3.2M———
Susquehanna International Group, LLP
N/A—76,724-76,724-100%$3.2M———
Wood Tarver Financial Group, LLC
N/A—76,541-76,541-100%$3.2M———
Cresset Asset Management, LLC
N/A—68,589-68,589-100%$2.8M———
OneDigital Investment Advisors LLC
N/A—66,857-66,857-100%$2.8M———
WPWealth LLP
N/A—64,404-64,404-100%$2.7M———
Wealth Alliance, LLC
N/A—63,706-63,706-100%$2.6M———
Yarger Wealth Strategies, LLC
N/A—63,165-63,165-100%$2.6M———
Blair William & Co
N/A—63,147-63,147-100%$2.6M———
Jane Street Group, LLC
N/A—61,312-61,312-100%$2.5M———
Bellwether Advisors, LLC
N/A—60,745-60,745-100%$2.5M———
CreativeOne Wealth, LLC
N/A—60,251-60,251-100%$2.5M———
AE Wealth Management LLC
N/A—56,783-56,783-100%$2.3M———
Captrust Financial Advisors
N/A—56,199-56,199-100%$2.3M———
Cerity Partners LLC
N/A—50,777-50,777-100%$2.1M———
Atlantic Private Wealth, LLC
N/A—47,411-47,411-100%$2.0M———
First Commonwealth Financial Corp
N/A—46,160-46,160-100%$1.9M———
Element Squared LLC
N/A—45,945-45,945-100%$1.9M———
MML Investors Services, LLC
N/A—44,992-44,992-100%$1.9M———
EP Wealth Advisors, LLC
N/A—41,675-41,675-100%$1.7M———
Phoenix Financial Ltd.
N/A—37,680-37,680-100%$1.6M———
HRT Financial LP
N/A—36,706-36,706-100%$1.5M———
Wealthquest Corp
N/A—35,645-35,645-100%$1.5M———
Bcgm Wealth Management, LLC
N/A—31,982-31,982-100%$1.3M———
Arkadios Wealth Advisors
N/A—31,377-31,377-100%$1.3M———
Ponta Wealth Partners, LLC
N/A—30,280-30,280-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—29,098-29,098-100%$1.2M———
Cofg Advisors, LLC
N/A—28,977-28,977-100%$1.2M———
Lakeridge Wealth Management LLC
N/A—25,957-25,957-100%$1.1M———
Mercer Global Advisors Inc
N/A—22,084-22,084-100%$912.1K———
Beck Capital Management, LLC
N/A—21,747-21,747-100%$898.2K———
Arax Advisory Partners
N/A—21,314-21,314-100%$880.3K———
Benjamin Edwards Inc
N/A—20,934-20,934-100%$864.6K———
Citadel Advisors LLC
N/A—19,346-19,346-100%$799.0K———
Advisory Services Network, LLC
N/A—18,780-18,780-100%$775.6K———
Dakota Wealth Management
N/A—18,717-18,717-100%$773.0K———
Palumbo Wealth Management LLC
N/A—18,354-18,354-100%$758.0K———
Centaurus Financial, Inc.
N/A—18,203-18,203-100%$752.0K———
Rothschild Wealth LLC
N/A—16,677-16,677-100%$688.8K———
Main Street Financial Solutions, LLC
N/A—15,472-15,472-100%$639.0K———
Old Mission Capital LLC
N/A—13,205-13,205-100%$545.4K———
Sequoia Financial Advisors, LLC
N/A—12,743-12,743-100%$526.3K———
Core Wealth Advisors, Inc.
N/A—12,316-12,316-100%$508.7K———
Orion Capital Management LLC
N/A—12,099-12,099-100%$499.7K———
AQR Capital Management LLC
N/A—11,814-11,814-100%$487.9K———
Coldstream Capital Management Inc
N/A—11,582-11,582-100%$478.3K———
NewEdge Advisors, LLC
N/A—10,624-10,624-100%$438.8K———
FSA Advisors, Inc.
N/A—10,436-10,436-100%$431.0K———
WorthPointe, LLC
N/A—9,970-9,970-100%$411.8K———
Fiduciary Financial Advisors
N/A—9,812-9,812-100%$405.2K———
Northern Trust Corp
N/A—9,454-9,454-100%$390.5K———
Principal Securities, Inc.
N/A—9,150-9,150-100%$377.9K———
AssuredPartners Investment Advisors, LLC
N/A—8,800-8,800-100%$363.4K———
Drive Wealth Management, LLC
N/A—8,643-8,643-100%$357.0K———
Retirement Income Solutions, Inc
N/A—7,838-7,838-100%$313.1K———
Belpointe Asset Management LLC
N/A—7,632-7,632-100%$315.2K———
Foundations Investment Advisors, LLC
N/A—7,151-7,151-100%$295.3K———
Envestnet Portfolio Solutions, Inc.
N/A—6,689-6,689-100%$276.3K———
Talon Private Wealth, LLC
N/A—6,668-6,668-100%$275.4K———
Integrated Wealth Concepts LLC
N/A—6,515-6,515-100%$269.1K———
Harbour Investments, Inc.
N/A—6,410-6,410-100%$264.7K———
Summit Financial, LLC
N/A—6,130-6,130-100%$253.2K———
Vantage Point Financial LLC
N/A—5,764-5,764-100%$238.1K———
Two Sigma Securities, LLC
N/A—5,423-5,423-100%$224.0K———
World Investment Advisors
N/A—5,068-5,068-100%$207.0K———
Integrity Financial Corp
N/A—4,825-4,825-100%$199.3K———
Capital Analysts, LLC
N/A—4,750-4,750-100%$196.0K———
JPMorgan Chase & Co
N/A—3,511-3,511-100%$144.5K———
Bernard Wealth Management Corp.
N/A—3,189-3,189-100%$131.7K———
BlackRock, Inc.
N/A—2,136-2,136-100%$88.2K———
Continuum Advisory, LLC
N/A—1,574-1,574-100%$65.0K———
Global Retirement Partners, LLC
N/A—1,500-1,500-100%$62.0K———
PlanVest Financial, Inc
N/A—887-887-100%$36.6K———
Northwestern Mutual Wealth Management Co
N/A—505-505-100%$20.9K———
Aptus Capital Advisors, LLC
N/A—500-500-100%$20.7K———
Morgan Stanley
N/A—461-461-100%$19.0K———
RED Reef Advisors LLC
N/A—411-411-100%$17.0K———
Mcguire Capital Advisors Inc
N/A—350-350-100%$14.5K———
Rothschild Investment LLC
N/A—200-200-100%$8.3K———
Wells Fargo & Company
N/A—00—$3———
Pathstone Holdings, LLC
N/A—00—$737.4K———
Showing 225 of 225 institutions