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Innovator U.S. Small Cap POW (KAPR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
INCREASED
Shares914,865 from 883,302
Change+31,563 (+4%)
Value$36.4M (+$1.3M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares173,847 from 243,832
Change-69,985 (-29%)
Value$6.9M (-$2.8M)
Filed 2026-11-02
BFI Wealth Solutions, LLC
INCREASED
Shares121,926 from 118,824
Change+3,102 (+3%)
Value$4.8M (+$79.2K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares120,777 from 115,764
Change+5,013 (+4%)
Value$4.8M (+$155.7K)
Filed 2026-11-06
Hofer & Associates. Inc
NEW
Shares103,150
Change+103,150
Value$4.1M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares103,150 from 104,226
Change-1,076 (-1%)
Value$4.1M (-$80.2K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares96,756 from 88,114
Change+8,642 (+10%)
Value$3.8M (+$308.8K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED
Shares80,404 from 79,815
Change+589 (+1%)
Value$3.2M (-$5.7K)
Filed 2026-10-16
Berkshire Money Management, Inc.
UNCHANGED
Shares55,618 from 55,618
Change0 (0%)
Value$2.2M (-$20.2K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares48,070 from 49,080
Change-1,010 (-2%)
Value$1.9M (-$57.0K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares40,381 from 34,834
Change+5,547 (+16%)
Value$1.6M (+$206.1K)
Filed 2026-10-28
Diligent Investors, LLC
DECREASED
Shares30,532 from 31,155
Change-623 (-2%)
Value$1.2M (-$35.9K)
Filed 2026-10-21
Todd Wealth Management, LLC
DECREASED
Shares30,381 from 31,117
Change-736 (-2%)
Value$1.2M (-$40.3K)
Filed 2026-10-19
Fragasso Financial Advisors Inc
DECREASED
Shares26,685 from 26,700
Change-15 (0%)
Value$1.1M (-$8.1K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED
Shares26,467 from 27,064
Change-597 (-2%)
Value$1.0M (-$33.4K)
Filed 2026-10-23
TopTier Wealth Management, LLC
DECREASED
Shares24,852 from 25,391
Change-539 (-2%)
Value$980.1K (-$30.5K)
Filed 2026-10-16
Weaver Consulting Group
DECREASED
Shares22,721 from 22,836
Change-115 (0%)
Value$896.0K (-$12.8K)
Filed 2026-10-07
Miller Financial Services LLC
DECREASED
Shares22,265 from 22,340
Change-75 (0%)
Value$878.1K (-$11.1K)
Filed 2026-10-20
PFS Partners, LLC
DECREASED
Shares22,238 from 22,339
Change-101 (0%)
Value$877.0K (-$12.1K)
Filed 2026-10-21
Jacobi Capital Management LLC
UNCHANGED
Shares20,127 from 20,127
Change0 (0%)
Value$793.8K (-$7.3K)
Filed 2026-11-05
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares17,765 from 17,765
Change0 (0%)
Value$700.6K (-$6.4K)
Filed 2026-11-02
AdvisorNet Financial, Inc
UNCHANGED
Shares17,228 from 17,228
Change0 (0%)
Value$670.9K (-$14.8K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares16,586 from 16,413
Change+173 (+1%)
Value$654.1K (+$867)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares16,570 from 16,977
Change-407 (-2%)
Value$653.5K (-$22.2K)
Filed 2026-11-05
Straight Path Wealth Management
INCREASED
Shares16,187 from 15,609
Change+578 (+4%)
Value$638.4K (+$17.1K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares14,746 from 16,439
Change-1,693 (-10%)
Value$581.5K (-$72.7K)
Filed 2026-10-30
Clear Point Advisors Inc.
NEW
Shares14,359
Change+14,359
Value$566.3K
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares13,159 from 13,527
Change-368 (-3%)
Value$519.0K (-$19.4K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
UNCHANGED
Shares13,054 from 13,054
Change0 (0%)
Value$514.8K (-$4.7K)
Filed 2026-10-16
Long Island Wealth Management, Inc.
UNCHANGED
Shares11,945 from 11,945
Change0 (0%)
Value$471.1K (-$4.3K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares11,434 from 11,434
Change0 (0%)
Value$450.9K (-$4.2K)
Filed 2026-10-13
My Personal CFO, LLC
UNCHANGED
Shares11,076 from 11,076
Change0 (0%)
Value$436.8K (-$4.0K)
Filed 2026-10-14
Cornerstone Wealth, LLC
UNCHANGED
Shares10,563 from 10,563
Change0 (0%)
Value$415.5K (-$4.6K)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares10,492 from 10,492
Change0 (0%)
Value$413.8K (-$3.8K)
Filed 2026-11-05
Beacon Financial Advisory LLC
UNCHANGED
Shares10,481 from 10,481
Change0 (0%)
Value$413.3K (-$3.8K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares9,800
Change+9,800
Value$386.5K
Filed 2026-10-28
Visionary Wealth Advisors
UNCHANGED
Shares9,202 from 9,202
Change0 (0%)
Value$362.9K (-$3.3K)
Filed 2026-11-04
BCS Wealth Management
UNCHANGED
Shares9,187 from 9,187
Change0 (0%)
Value$362.3K (-$3.3K)
Filed 2026-11-03
Collaborative Wealth Managment Inc.
UNCHANGED
Shares9,082 from 9,082
Change0 (0%)
Value$358.2K (-$3.3K)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
UNCHANGED
Shares8,637 from 8,637
Change0 (0%)
Value$340.6K (-$3.1K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares8,438 from 8,438
Change0 (0%)
Value$332.8K (-$3.1K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares7,455 from 7,655
Change-200 (-3%)
Value$294.0K (-$10.7K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,417 from 5,574
Change+1,843 (+33%)
Value$292.1K (+$70.5K)
Filed 2026-10-13
Cardinal Point Capital Management ULC
UNCHANGED
Shares7,360 from 7,360
Change0 (0%)
Value$290.3K (-$2.7K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares7,237 from 7,240
Change-3 (0%)
Value$285.4K (-$2.7K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares7,044 from 7,145
Change-101 (-1%)
Value$277.8K (-$6.6K)
Filed 2026-10-08
Advisor OS, LLC
DECREASED
Shares6,788 from 8,588
Change-1,800 (-21%)
Value$267.7K (-$74.1K)
Filed 2026-11-03
Nadler Financial Group, Inc.
NEW
Shares6,450
Change+6,450
Value$254.4K
Filed 2026-10-23
Opus Financial Solutions LLC
UNCHANGED
Shares6,106 from 6,106
Change0 (0%)
Value$240.8K (-$2.2K)
Filed 2026-11-06
Liberty Atlantic Advisors LLC
UNCHANGED
Shares5,975 from 5,975
Change0 (0%)
Value$235.6K (-$2.2K)
Filed 2026-10-14
Gill Capital Partners, LLC
UNCHANGED
Shares5,908 from 5,908
Change0 (0%)
Value$233.0K (-$2.1K)
Filed 2026-10-13
Winnacle Wealth LLC
DECREASED
Shares5,298 from 5,823
Change-525 (-9%)
Value$209.0K (-$22.8K)
Filed 2026-10-15
Creative Planning
UNCHANGED
Shares5,217 from 5,217
Change0 (0%)
Value$205.7K (-$1.9K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares4,653 from 4,675
Change-22 (0%)
Value$183.5K (-$2.6K)
Filed 2026-10-29
Farther Finance Advisors, LLC
UNCHANGED
Shares4,501 from 4,501
Change0 (0%)
Value$177.5K (-$1.6K)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares4,148 from 4,148
Change0 (0%)
Value$163.6K (-$1.5K)
Filed 2026-10-23
TrustBank
UNCHANGED
Shares3,467 from 3,467
Change0 (0%)
Value$136.7K (-$1.3K)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares1,600 from 1,716
Change-116 (-7%)
Value$63.1K (-$5.2K)
Filed 2026-10-14
IFS Advisors, LLC
NEW
Shares1,488
Change+1,488
Value$58.7K
Filed 2026-10-14
Noble Wealth Management PBC
DECREASED
Shares1,050 from 1,080
Change-30 (-3%)
Value$41.4K (-$1.6K)
Filed 2026-10-01
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$39.4K (-$362)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$33.2K (-$306)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$27.6K (-$254)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$8.4K (-$77)
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares200
Change+200
Value$7.9K
Filed 2026-10-27
PNC Financial Services Group, Inc.
NEW
Shares100
Change+100
Value$3.9K
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$309.9K (-$32.6K)
Filed 2026-10-29
Cetera Investment Advisers
N/A
Shares— from 540,719
Change-540,719 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 165,506
Change-165,506 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 133,185
Change-133,185 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 121,332
Change-121,332 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 97,131
Change-97,131 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 82,554
Change-82,554 (-100%)
Value—
Blair William & Co
N/A
Shares— from 77,253
Change-77,253 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 41,913
Change-41,913 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 34,860
Change-34,860 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 34,834
Change-34,834 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 28,442
Change-28,442 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,878
Change-27,878 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 27,093
Change-27,093 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,953
Change-26,953 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 24,465
Change-24,465 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 21,073
Change-21,073 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 20,605
Change-20,605 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 17,323
Change-17,323 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 16,575
Change-16,575 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,471
Change-15,471 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 15,457
Change-15,457 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,826
Change-14,826 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,124
Change-12,124 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,086
Change-12,086 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,365
Change-10,365 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 9,887
Change-9,887 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,394
Change-8,394 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 8,027
Change-8,027 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,899
Change-5,899 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 272
Change-272 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 234
Change-234 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 168
Change-168 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Status
Allworth Financial LP
INCREASED914,865883,302+31,563+4%$35.2M$36.4M+$1.3M2026-11-06
Commonwealth Equity Services, LLC
DECREASED173,847243,832-69,985-29%$9.7M$6.9M-$2.8M2026-11-02
BFI Wealth Solutions, LLC
INCREASED121,926118,824+3,102+3%$4.7M$4.8M+$79.2K2026-10-16
LPL Financial LLC
INCREASED120,777115,764+5,013+4%$4.6M$4.8M+$155.7K2026-11-06
Hofer & Associates. Inc
NEW103,150—+103,150——$4.1M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED103,150104,226-1,076-1%$4.1M$4.1M-$80.2K2026-10-14
Kestra Advisory Services, LLC
INCREASED96,75688,114+8,642+10%$3.5M$3.8M+$308.8K2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED80,40479,815+589+1%$3.2M$3.2M-$5.7K2026-10-16
Berkshire Money Management, Inc.
UNCHANGED55,61855,61800%$2.2M$2.2M-$20.2K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED48,07049,080-1,010-2%$2.0M$1.9M-$57.0K2026-11-02
Founders Financial Securities LLC
INCREASED40,38134,834+5,547+16%$1.4M$1.6M+$206.1K2026-10-28
Diligent Investors, LLC
DECREASED30,53231,155-623-2%$1.2M$1.2M-$35.9K2026-10-21
Todd Wealth Management, LLC
DECREASED30,38131,117-736-2%$1.2M$1.2M-$40.3K2026-10-19
Fragasso Financial Advisors Inc
DECREASED26,68526,700-150%$1.1M$1.1M-$8.1K2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED26,46727,064-597-2%$1.1M$1.0M-$33.4K2026-10-23
TopTier Wealth Management, LLC
DECREASED24,85225,391-539-2%$1.0M$980.1K-$30.5K2026-10-16
Weaver Consulting Group
DECREASED22,72122,836-1150%$908.9K$896.0K-$12.8K2026-10-07
Miller Financial Services LLC
DECREASED22,26522,340-750%$889.1K$878.1K-$11.1K2026-10-20
PFS Partners, LLC
DECREASED22,23822,339-1010%$889.1K$877.0K-$12.1K2026-10-21
Jacobi Capital Management LLC
UNCHANGED20,12720,12700%$801.1K$793.8K-$7.3K2026-11-05
Valtinson Bruner Financial Planning LLC
UNCHANGED17,76517,76500%$707.0K$700.6K-$6.4K2026-11-02
AdvisorNet Financial, Inc
UNCHANGED17,22817,22800%$685.7K$670.9K-$14.8K2026-10-15
Merit Financial Group, LLC
INCREASED16,58616,413+173+1%$653.2K$654.1K+$8672026-11-06
Nations Financial Group Inc,
DECREASED16,57016,977-407-2%$675.7K$653.5K-$22.2K2026-11-05
Straight Path Wealth Management
INCREASED16,18715,609+578+4%$621.2K$638.4K+$17.1K2026-10-23
Truist Financial Corp
DECREASED14,74616,439-1,693-10%$654.3K$581.5K-$72.7K2026-10-30
Clear Point Advisors Inc.
NEW14,359—+14,359——$566.3K—2026-10-30
IFP Advisors, Inc
DECREASED13,15913,527-368-3%$538.4K$519.0K-$19.4K2026-10-16
Concurrent Investment Advisors, LLC
UNCHANGED13,05413,05400%$519.5K$514.8K-$4.7K2026-10-16
Long Island Wealth Management, Inc.
UNCHANGED11,94511,94500%$475.4K$471.1K-$4.3K2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED11,43411,43400%$455.1K$450.9K-$4.2K2026-10-13
My Personal CFO, LLC
UNCHANGED11,07611,07600%$440.8K$436.8K-$4.0K2026-10-14
Cornerstone Wealth, LLC
UNCHANGED10,56310,56300%$420.1K$415.5K-$4.6K2026-10-28
Archer Investment Corp
UNCHANGED10,49210,49200%$417.6K$413.8K-$3.8K2026-11-05
Beacon Financial Advisory LLC
UNCHANGED10,48110,48100%$417.1K$413.3K-$3.8K2026-10-16
Partners Wealth Management, LLC
NEW9,800—+9,800——$386.5K—2026-10-28
Visionary Wealth Advisors
UNCHANGED9,2029,20200%$366.2K$362.9K-$3.3K2026-11-04
BCS Wealth Management
UNCHANGED9,1879,18700%$365.6K$362.3K-$3.3K2026-11-03
Collaborative Wealth Managment Inc.
UNCHANGED9,0829,08200%$361.5K$358.2K-$3.3K2026-11-06
Financial Network Wealth Advisors LLC
UNCHANGED8,6378,63700%$343.8K$340.6K-$3.1K2026-10-28
Caliber Wealth Management, LLC / KS
UNCHANGED8,4388,43800%$335.8K$332.8K-$3.1K2026-11-04
Sigma Planning Corp
DECREASED7,4557,655-200-3%$304.7K$294.0K-$10.7K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED7,4175,574+1,843+33%$221.6K$292.1K+$70.5K2026-10-13
Cardinal Point Capital Management ULC
UNCHANGED7,3607,36000%$292.9K$290.3K-$2.7K2026-10-21
Brookstone Capital Management
DECREASED7,2377,240-30%$288.2K$285.4K-$2.7K2026-10-22
CoreCap Advisors, LLC
DECREASED7,0447,145-101-1%$284.4K$277.8K-$6.6K2026-10-08
Advisor OS, LLC
DECREASED6,7888,588-1,800-21%$341.8K$267.7K-$74.1K2026-11-03
Nadler Financial Group, Inc.
NEW6,450—+6,450——$254.4K—2026-10-23
Opus Financial Solutions LLC
UNCHANGED6,1066,10600%$243.0K$240.8K-$2.2K2026-11-06
Liberty Atlantic Advisors LLC
UNCHANGED5,9755,97500%$237.8K$235.6K-$2.2K2026-10-14
Gill Capital Partners, LLC
UNCHANGED5,9085,90800%$235.1K$233.0K-$2.1K2026-10-13
Winnacle Wealth LLC
DECREASED5,2985,823-525-9%$231.8K$209.0K-$22.8K2026-10-15
Creative Planning
UNCHANGED5,2175,21700%$207.6K$205.7K-$1.9K2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED4,6534,675-220%$186.1K$183.5K-$2.6K2026-10-29
Farther Finance Advisors, LLC
UNCHANGED4,5014,50100%$179.1K$177.5K-$1.6K2026-10-08
Signaturefd, LLC
UNCHANGED4,1484,14800%$165.1K$163.6K-$1.5K2026-10-23
TrustBank
UNCHANGED3,4673,46700%$138.0K$136.7K-$1.3K2026-10-20
Triumph Capital Management
DECREASED1,6001,716-116-7%$68.3K$63.1K-$5.2K2026-10-14
IFS Advisors, LLC
NEW1,488—+1,488——$58.7K—2026-10-14
Noble Wealth Management PBC
DECREASED1,0501,080-30-3%$43.0K$41.4K-$1.6K2026-10-01
Gilpin Wealth Management, LLC
UNCHANGED1,0001,00000%$39.8K$39.4K-$3622026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED84384300%$33.6K$33.2K-$3062026-11-04
Assetmark, Inc
UNCHANGED70070000%$27.9K$27.6K-$2542026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED21221200%$8.4K$8.4K-$772026-10-30
William Mack & Associates, Inc.
NEW200—+200——$7.9K—2026-10-27
PNC Financial Services Group, Inc.
NEW100—+100——$3.9K—2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$342.5K$309.9K-$32.6K2026-10-29
Cetera Investment Advisers
N/A—540,719-540,719-100%$21.5M———
Osaic Holdings, Inc.
N/A—165,506-165,506-100%$6.6M———
Tradition Wealth Management, LLC
N/A—133,185-133,185-100%$5.3M———
ODonnell Financial Services, LLC
N/A—121,332-121,332-100%$4.8M———
Raymond James Financial Inc
N/A—97,131-97,131-100%$3.9M———
First Commonwealth Financial Corp
N/A—82,554-82,554-100%$3.3M———
Blair William & Co
N/A—77,253-77,253-100%$3.1M———
Wood Tarver Financial Group, LLC
N/A—41,913-41,913-100%$1.7M———
HighTower Advisors, LLC
N/A—34,860-34,860-100%$1.4M———
Horizon Investments, LLC
N/A—34,834-34,834-100%$1.4M———
Main Street Financial Solutions, LLC
N/A—28,442-28,442-100%$1.1M———
Envestnet Asset Management Inc
N/A—27,878-27,878-100%$1.1M———
Compass Advisory Group LLC
N/A—27,093-27,093-100%$1.1M———
Advisory Services Network, LLC
N/A—26,953-26,953-100%$1.1M———
Wealth Alliance, LLC
N/A—24,465-24,465-100%$973.7K———
Faithward Advisors, LLC
N/A—21,073-21,073-100%$838.7K———
Capital Analysts, LLC
N/A—20,605-20,605-100%$820.0K———
Berger Financial Group, Inc
N/A—17,323-17,323-100%$689.5K———
FSA Advisors, Inc.
N/A—16,575-16,575-100%$659.7K———
Janney Montgomery Scott LLC
N/A—15,471-15,471-100%$616.0K———
Keating Financial Advisory Services, Inc.
N/A—15,457-15,457-100%$615.2K———
MML Investors Services, LLC
N/A—14,826-14,826-100%$590.1K———
Ameritas Advisory Services, LLC
N/A—13,000-13,000-100%$517.4K———
Susquehanna International Group, LLP
N/A—12,800-12,800-100%$509.4K———
Stratos Wealth Advisors, LLC
N/A—12,124-12,124-100%$482.5K———
NewEdge Advisors, LLC
N/A—12,086-12,086-100%$481.0K———
Focus Partners Wealth
N/A—10,365-10,365-100%$412.5K———
Wealthspire Retirement, LLC
N/A—9,887-9,887-100%$393.5K———
Cerity Partners LLC
N/A—8,785-8,785-100%$349.6K———
EP Wealth Advisors, LLC
N/A—8,394-8,394-100%$334.1K———
Vantage Point Financial LLC
N/A—8,027-8,027-100%$319.5K———
Navis Wealth Advisors, LLC
N/A—7,722-7,722-100%$307.3K———
Foundations Investment Advisors, LLC
N/A—5,899-5,899-100%$234.8K———
World Investment Advisors
N/A—5,707-5,707-100%$224.8K———
Continuum Advisory, LLC
N/A—3,529-3,529-100%$140.5K———
AE Wealth Management LLC
N/A—3,054-3,054-100%$121.5K———
Geneos Wealth Management Inc.
N/A—3,000-3,000-100%$119.4K———
Steward Partners Investment Advisory, LLC
N/A—2,074-2,074-100%$82.5K———
JPMorgan Chase & Co
N/A—1,982-1,982-100%$78.7K———
Harbour Investments, Inc.
N/A—1,128-1,128-100%$44.9K———
Highland Investment Advisors LLC
N/A—515-515-100%$20.5K———
Luminist Capital LLC
N/A—313-313-100%$12.1K———
O'shaughnessy Asset Management, LLC
N/A—305-305-100%$12.1K———
Morgan Stanley
N/A—272-272-100%$10.8K———
PlanVest Financial, Inc
N/A—234-234-100%$9.3K———
Fiduciary Financial Advisors
N/A—168-168-100%$6.7K———
BFC Planning, Inc.
N/A—89-89-100%$3.5K———
Showing 114 of 114 institutions