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Innovator International Deve (IAPR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PFS Partners, LLC
DECREASED
Shares279,331 from 281,188
Change-1,857 (-1%)
Value$9.4M (+$20.3K)
Filed 2026-10-21
HFG Wealth Management, LLC
UNCHANGED
Shares241,761 from 241,761
Change0 (0%)
Value$8.0M ($0)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares231,423 from 255,992
Change-24,569 (-10%)
Value$7.8M (-$748.0K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares133,201 from 165,687
Change-32,486 (-20%)
Value$4.5M (-$1.0M)
Filed 2026-11-05
BIP Wealth, LLC
DECREASED
Shares103,203 from 103,443
Change-240 (0%)
Value$3.5M (+$22.3K)
Filed 2026-10-22
Corrado Advisors, LLC
DECREASED
Shares70,377 from 71,627
Change-1,250 (-2%)
Value$2.4M (-$20.9K)
Filed 2026-10-27
BFI Wealth Solutions, LLC
DECREASED
Shares65,932 from 66,710
Change-778 (-1%)
Value$2.2M (-$6.5K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares65,262 from 58,775
Change+6,487 (+11%)
Value$2.2M (+$234.6K)
Filed 2026-11-02
Investment Management Corp
INCREASED
Shares62,651 from 60,390
Change+2,261 (+4%)
Value$2.1M (+$93.5K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
DECREASED
Shares61,938 from 63,134
Change-1,196 (-2%)
Value$2.1M (-$28.1K)
Filed 2026-10-13
Chris Bulman Inc
DECREASED
Shares58,772 from 60,893
Change-2,121 (-3%)
Value$2.0M (-$53.2K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares58,538 from 58,470
Change+68 (+0%)
Value$2.0M (+$19.4K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares58,215 from 60,330
Change-2,115 (-4%)
Value$2.0M (-$53.2K)
Filed 2026-10-22
Triad Wealth Partners, LLC
INCREASED
Shares53,273 from 48,710
Change+4,563 (+9%)
Value$1.8M (+$144.3K)
Filed 2026-10-26
Founders Financial Securities LLC
INCREASED
Shares42,281 from 36,358
Change+5,923 (+16%)
Value$1.4M (+$209.1K)
Filed 2026-10-28
Gill Capital Partners, LLC
DECREASED
Shares40,702 from 42,242
Change-1,540 (-4%)
Value$1.4M (-$39.2K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED
Shares39,331 from 39,331
Change0 (0%)
Value$1.3M (+$11.5K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares37,053 from 36,965
Change+88 (+0%)
Value$1.2M (+$13.8K)
Filed 2026-10-16
Creative Planning
UNCHANGED
Shares30,857 from 30,857
Change0 (0%)
Value$1.0M (+$9.1K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
UNCHANGED
Shares26,550 from 26,550
Change0 (0%)
Value$889.5K (+$7.8K)
Filed 2026-10-21
BCS Wealth Management
UNCHANGED
Shares24,451 from 24,451
Change0 (0%)
Value$819.2K (+$7.2K)
Filed 2026-11-03
AdvisorNet Financial, Inc
UNCHANGED
Shares21,114 from 21,114
Change0 (0%)
Value$702.5K (+$1.3K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares19,818 from 28,740
Change-8,922 (-31%)
Value$664.0K (-$290.5K)
Filed 2026-10-30
Avantax Planning Partners, Inc.
UNCHANGED
Shares19,052 from 19,052
Change0 (0%)
Value$638.3K (+$5.6K)
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares18,204 from 18,204
Change0 (0%)
Value$609.9K (+$5.3K)
Filed 2026-10-23
Straight Path Wealth Management
INCREASED
Shares17,813 from 15,800
Change+2,013 (+13%)
Value$596.8K (+$72.1K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED
Shares17,812 from 18,449
Change-637 (-3%)
Value$596.8K (-$15.9K)
Filed 2026-10-23
Nations Financial Group Inc,
UNCHANGED
Shares16,825 from 16,825
Change0 (0%)
Value$563.7K (+$4.9K)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares15,656 from 24,167
Change-8,511 (-35%)
Value$524.5K (-$278.1K)
Filed 2026-10-28
Advus Financial Partners, LLC
DECREASED
Shares14,128 from 14,298
Change-170 (-1%)
Value$473.3K (-$1.5K)
Filed 2026-10-20
Diligent Investors, LLC
DECREASED
Shares12,647 from 13,083
Change-436 (-3%)
Value$423.7K (-$10.8K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares12,525 from 47,703
Change-35,178 (-74%)
Value$419.6K (-$1.2M)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED
Shares12,321 from 12,321
Change0 (0%)
Value$412.8K (+$3.6K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
DECREASED
Shares12,033 from 12,715
Change-682 (-5%)
Value$403.1K (-$19.1K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares12,027 from 12,054
Change-27 (0%)
Value$402.9K (+$2.6K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,958 from 12,059
Change-101 (-1%)
Value$401.0K (+$1.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares11,750
Change+11,750
Value$115.6K
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares11,718 from 11,968
Change-250 (-2%)
Value$392.6K (-$4.9K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares11,718 from 11,718
Change0 (0%)
Value$392.6K (+$3.4K)
Filed 2026-11-04
Todd Wealth Management, LLC
DECREASED
Shares11,098 from 11,301
Change-203 (-2%)
Value$371.8K (-$3.5K)
Filed 2026-10-19
James T. Borello RIA
UNCHANGED
Shares10,326 from 10,326
Change0 (0%)
Value$346.0K (+$3.0K)
Filed 2026-10-16
Cypress Wealth Services, LLC
UNCHANGED
Shares9,725 from 9,725
Change0 (0%)
Value$326.8K (+$3.8K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares9,596 from 9,596
Change0 (0%)
Value$321.5K (+$2.8K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
DECREASED
Shares8,571 from 8,662
Change-91 (-1%)
Value$287.2K (-$507)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares8,432 from 14,688
Change-6,256 (-43%)
Value$282.5K (-$205.3K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
NEW
Shares8,272
Change+8,272
Value$275.1K
Filed 2026-10-13
CRA Financial Services, LLC
UNCHANGED
Shares8,180 from 8,180
Change0 (0%)
Value$274.1K (+$2.4K)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares8,089 from 9,966
Change-1,877 (-19%)
Value$271.0K (-$60.0K)
Filed 2026-11-05
TrustBank
UNCHANGED
Shares7,871 from 7,871
Change0 (0%)
Value$263.7K (+$2.3K)
Filed 2026-10-20
Cornerstone Wealth, LLC
UNCHANGED
Shares7,365 from 7,365
Change0 (0%)
Value$244.6K (-$1.8K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
UNCHANGED
Shares7,116 from 7,116
Change0 (0%)
Value$238.4K (+$2.1K)
Filed 2026-10-20
WealthPLAN Partners, LLC
NEW
Shares6,584
Change+6,584
Value$220.6K
Filed 2026-10-15
Helium Advisors LLC
DECREASED
Shares6,539 from 6,584
Change-45 (-1%)
Value$219.1K (+$424)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$39.4K (+$345)
Filed 2026-10-01
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,111 from 244
Change+867 (+355%)
Value$37.2K (+$29.1K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares1,035
Change+1,035
Value$34.7K
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$22.8K (+$200)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.7K (+$59)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares108 from 167
Change-59 (-35%)
Value$3.6K (-$1.9K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.4K (+$29)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
NEW
Shares12
Change+12
Value$402
Filed 2026-10-29
PFG Advisors
CLOSED
Shares0 from 10,774
Change-10,774 (-100%)
Value$0 (-$357.8K)
Filed 2026-10-16
RED Crane Wealth Management, LLC
CLOSED
Shares0 from 6,610
Change-6,610 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-14
Mather Group, Llc.
CLOSED
Shares0 from 3,094
Change-3,094 (-100%)
Value$0 (-$102.8K)
Filed 2026-10-14
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,144
Change-2,144 (-100%)
Value$0 (-$71.2K)
Filed 2026-10-29
First Financial Corp
CLOSED
Shares0 from 728
Change-728 (-100%)
Value$0 (-$24.2K)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$466.8K (+$4.1K)
Filed 2026-10-29
Composition Wealth, LLC
N/A
Shares— from 437,156
Change-437,156 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 131,978
Change-131,978 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 122,389
Change-122,389 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 101,256
Change-101,256 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 95,598
Change-95,598 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 76,661
Change-76,661 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 75,294
Change-75,294 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 66,915
Change-66,915 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 58,470
Change-58,470 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 49,263
Change-49,263 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 41,945
Change-41,945 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 38,214
Change-38,214 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 36,537
Change-36,537 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 33,254
Change-33,254 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,186
Change-33,186 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,991
Change-32,991 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 32,093
Change-32,093 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 28,482
Change-28,482 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 26,695
Change-26,695 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 19,095
Change-19,095 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 18,660
Change-18,660 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 18,218
Change-18,218 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 16,369
Change-16,369 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,101
Change-16,101 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,392
Change-14,392 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,126
Change-14,126 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 13,425
Change-13,425 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 13,404
Change-13,404 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,259
Change-13,259 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,886
Change-12,886 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,677
Change-11,677 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 11,636
Change-11,636 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,365
Change-10,365 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 10,286
Change-10,286 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,865
Change-9,865 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,332
Change-9,332 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,170
Change-9,170 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 7,313
Change-7,313 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 900
Change-900 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 500
Change-500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 329
Change-329 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 325
Change-325 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 297
Change-297 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 109
Change-109 (-100%)
Value—
Status
PFS Partners, LLC
DECREASED279,331281,188-1,857-1%$9.3M$9.4M+$20.3K2026-10-21
HFG Wealth Management, LLC
UNCHANGED241,761241,76100%$8.0M$8.0M$02026-10-16
Commonwealth Equity Services, LLC
DECREASED231,423255,992-24,569-10%$8.5M$7.8M-$748.0K2026-11-02
US Bancorp \de\
DECREASED133,201165,687-32,486-20%$5.5M$4.5M-$1.0M2026-11-05
BIP Wealth, LLC
DECREASED103,203103,443-2400%$3.4M$3.5M+$22.3K2026-10-22
Corrado Advisors, LLC
DECREASED70,37771,627-1,250-2%$2.4M$2.4M-$20.9K2026-10-27
BFI Wealth Solutions, LLC
DECREASED65,93266,710-778-1%$2.2M$2.2M-$6.5K2026-10-16
Kestra Advisory Services, LLC
INCREASED65,26258,775+6,487+11%$2.0M$2.2M+$234.6K2026-11-02
Investment Management Corp
INCREASED62,65160,390+2,261+4%$2.0M$2.1M+$93.5K2026-11-03
Fragasso Financial Advisors Inc
DECREASED61,93863,134-1,196-2%$2.1M$2.1M-$28.1K2026-10-13
Chris Bulman Inc
DECREASED58,77260,893-2,121-3%$2.0M$2.0M-$53.2K2026-10-20
Signal Advisors Wealth, LLC
INCREASED58,53858,470+68+0%$1.9M$2.0M+$19.4K2026-10-13
Brookstone Capital Management
DECREASED58,21560,330-2,115-4%$2.0M$2.0M-$53.2K2026-10-22
Triad Wealth Partners, LLC
INCREASED53,27348,710+4,563+9%$1.6M$1.8M+$144.3K2026-10-26
Founders Financial Securities LLC
INCREASED42,28136,358+5,923+16%$1.2M$1.4M+$209.1K2026-10-28
Gill Capital Partners, LLC
DECREASED40,70242,242-1,540-4%$1.4M$1.4M-$39.2K2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED39,33139,33100%$1.3M$1.3M+$11.5K2026-10-13
IFP Advisors, Inc
INCREASED37,05336,965+88+0%$1.2M$1.2M+$13.8K2026-10-16
Creative Planning
UNCHANGED30,85730,85700%$1.0M$1.0M+$9.1K2026-11-02
Cardinal Point Capital Management ULC
UNCHANGED26,55026,55000%$881.7K$889.5K+$7.8K2026-10-21
BCS Wealth Management
UNCHANGED24,45124,45100%$812.0K$819.2K+$7.2K2026-11-03
AdvisorNet Financial, Inc
UNCHANGED21,11421,11400%$701.2K$702.5K+$1.3K2026-10-15
Truist Financial Corp
DECREASED19,81828,740-8,922-31%$954.5K$664.0K-$290.5K2026-10-30
Avantax Planning Partners, Inc.
UNCHANGED19,05219,05200%$632.7K$638.3K+$5.6K2026-11-03
Signaturefd, LLC
UNCHANGED18,20418,20400%$604.6K$609.9K+$5.3K2026-10-23
Straight Path Wealth Management
INCREASED17,81315,800+2,013+13%$524.7K$596.8K+$72.1K2026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED17,81218,449-637-3%$612.7K$596.8K-$15.9K2026-10-23
Nations Financial Group Inc,
UNCHANGED16,82516,82500%$558.8K$563.7K+$4.9K2026-11-05
Americana Partners, LLC
DECREASED15,65624,167-8,511-35%$802.6K$524.5K-$278.1K2026-10-28
Advus Financial Partners, LLC
DECREASED14,12814,298-170-1%$474.8K$473.3K-$1.5K2026-10-20
Diligent Investors, LLC
DECREASED12,64713,083-436-3%$434.5K$423.7K-$10.8K2026-10-21
Farther Finance Advisors, LLC
DECREASED12,52547,703-35,178-74%$1.6M$419.6K-$1.2M2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED12,32112,32100%$409.2K$412.8K+$3.6K2026-10-28
WealthPlan Investment Management, LLC
DECREASED12,03312,715-682-5%$422.3K$403.1K-$19.1K2026-10-15
Atria Investments, Inc
DECREASED12,02712,054-270%$400.3K$402.9K+$2.6K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED11,95812,059-101-1%$400.0K$401.0K+$1.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW11,750—+11,750——$115.6K—2026-10-13
Beacon Financial Advisory LLC
DECREASED11,71811,968-250-2%$397.5K$392.6K-$4.9K2026-10-16
Caliber Wealth Management, LLC / KS
UNCHANGED11,71811,71800%$389.2K$392.6K+$3.4K2026-11-04
Todd Wealth Management, LLC
DECREASED11,09811,301-203-2%$375.3K$371.8K-$3.5K2026-10-19
James T. Borello RIA
UNCHANGED10,32610,32600%$342.9K$346.0K+$3.0K2026-10-16
Cypress Wealth Services, LLC
UNCHANGED9,7259,72500%$323.0K$326.8K+$3.8K2026-10-21
Forvis Mazars Wealth Advisors, LLC
UNCHANGED9,5969,59600%$318.7K$321.5K+$2.8K2026-10-13
Ballast Rock Private Wealth LLC
DECREASED8,5718,662-91-1%$287.7K$287.2K-$5072026-10-26
Simplicity Wealth,LLC
DECREASED8,43214,688-6,256-43%$487.8K$282.5K-$205.3K2026-10-23
NorthCrest Asset Manangement, LLC
NEW8,272—+8,272——$275.1K—2026-10-13
CRA Financial Services, LLC
UNCHANGED8,1808,18000%$271.7K$274.1K+$2.4K2026-10-16
Compound Planning, Inc.
DECREASED8,0899,966-1,877-19%$331.0K$271.0K-$60.0K2026-11-05
TrustBank
UNCHANGED7,8717,87100%$261.4K$263.7K+$2.3K2026-10-20
Cornerstone Wealth, LLC
UNCHANGED7,3657,36500%$246.4K$244.6K-$1.8K2026-10-28
Long Island Wealth Management, Inc.
UNCHANGED7,1167,11600%$236.3K$238.4K+$2.1K2026-10-20
WealthPLAN Partners, LLC
NEW6,584—+6,584——$220.6K—2026-10-15
Helium Advisors LLC
DECREASED6,5396,584-45-1%$218.7K$219.1K+$4242026-10-23
Noble Wealth Management PBC
UNCHANGED1,1751,17500%$39.0K$39.4K+$3452026-10-01
Ashton Thomas Private Wealth, LLC
INCREASED1,111244+867+355%$8.1K$37.2K+$29.1K2026-11-03
William Mack & Associates, Inc.
NEW1,035—+1,035——$34.7K—2026-10-27
CoreCap Advisors, LLC
UNCHANGED68268200%$22.6K$22.8K+$2002026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED20020000%$6.6K$6.7K+$592026-10-30
Assetmark, Inc
DECREASED108167-59-35%$5.5K$3.6K-$1.9K2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED10010000%$3.3K$3.4K+$292026-10-13
Blue Bell Private Wealth Management, LLC
NEW12—+12——$402—2026-10-29
PFG Advisors
CLOSED010,774-10,774-100%$357.8K$0-$357.8K2026-10-16
RED Crane Wealth Management, LLC
CLOSED06,610-6,610-100%$219.5K$0-$219.5K2026-10-14
Mather Group, Llc.
CLOSED03,094-3,094-100%$102.8K$0-$102.8K2026-10-14
Bullseye Investment Management, LLC
CLOSED02,144-2,144-100%$71.2K$0-$71.2K2026-10-29
First Financial Corp
CLOSED0728-728-100%$24.2K$0-$24.2K2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$462.7K$466.8K+$4.1K2026-10-29
Composition Wealth, LLC
N/A—437,156-437,156-100%$14.5M———
Cetera Investment Advisers
N/A—131,978-131,978-100%$4.4M———
LPL Financial LLC
N/A—122,389-122,389-100%$4.1M———
Osaic Holdings, Inc.
N/A—101,256-101,256-100%$3.4M———
Tradition Wealth Management, LLC
N/A—95,598-95,598-100%$3.2M———
Raymond James Financial Inc
N/A—76,661-76,661-100%$2.5M———
Focus Partners Wealth
N/A—75,294-75,294-100%$2.5M———
Envestnet Asset Management Inc
N/A—66,915-66,915-100%$2.2M———
Talon Private Wealth, LLC
N/A—58,470-58,470-100%$1.9M———
WPWealth LLP
N/A—49,263-49,263-100%$1.6M———
Berger Financial Group, Inc
N/A—41,945-41,945-100%$1.4M———
Cerity Partners LLC
N/A—38,214-38,214-100%$1.3M———
First Commonwealth Financial Corp
N/A—36,537-36,537-100%$1.2M———
MAI Capital Management
N/A—33,254-33,254-100%$1.1M———
HighTower Advisors, LLC
N/A—33,186-33,186-100%$1.1M———
Susquehanna International Group, LLP
N/A—32,991-32,991-100%$1.1M———
Old Mission Capital LLC
N/A—32,093-32,093-100%$1.1M———
ODonnell Financial Services, LLC
N/A—28,482-28,482-100%$945.9K———
World Investment Advisors
N/A—26,695-26,695-100%$886.3K———
Opus Financial Solutions LLC
N/A—19,095-19,095-100%$634.1K———
Wealth Alliance, LLC
N/A—18,660-18,660-100%$619.7K———
Merit Financial Group, LLC
N/A—18,218-18,218-100%$605.0K———
Compass Advisory Group LLC
N/A—16,369-16,369-100%$543.6K———
Captrust Financial Advisors
N/A—16,101-16,101-100%$534.7K———
Janney Montgomery Scott LLC
N/A—14,392-14,392-100%$478.0K———
Steward Partners Investment Advisory, LLC
N/A—14,126-14,126-100%$469.1K———
Main Street Financial Solutions, LLC
N/A—13,425-13,425-100%$445.8K———
Wealthspire Retirement, LLC
N/A—13,404-13,404-100%$445.1K———
Ausdal Financial Partners, Inc.
N/A—13,259-13,259-100%$440.3K———
Beacon Pointe Advisors, LLC
N/A—12,886-12,886-100%$427.9K———
OneDigital Investment Advisors LLC
N/A—11,677-11,677-100%$387.8K———
Vantage Point Financial LLC
N/A—11,636-11,636-100%$386.4K———
Rothschild Wealth LLC
N/A—10,523-10,523-100%$349.5K———
NewEdge Advisors, LLC
N/A—10,365-10,365-100%$344.2K———
Navis Wealth Advisors, LLC
N/A—10,286-10,286-100%$341.6K———
Snowden Capital Advisors LLC
N/A—9,865-9,865-100%$327.6K———
Benjamin Edwards Inc
N/A—9,332-9,332-100%$309.9K———
Cresset Asset Management, LLC
N/A—9,170-9,170-100%$304.5K———
Belpointe Asset Management LLC
N/A—7,610-7,610-100%$252.7K———
SageView Advisory Group, LLC
N/A—7,365-7,365-100%$244.6K———
Collaborative Wealth Managment Inc.
N/A—7,313-7,313-100%$242.9K———
Foundations Investment Advisors, LLC
N/A—6,234-6,234-100%$207.0K———
Allworth Financial LP
N/A—6,072-6,072-100%$201.7K———
Morgan Stanley
N/A—3,283-3,283-100%$109.0K———
AE Wealth Management LLC
N/A—2,917-2,917-100%$96.9K———
BlackRock, Inc.
N/A—2,629-2,629-100%$87.3K———
Capital Analysts, LLC
N/A—2,349-2,349-100%$78.0K———
Fiduciary Financial Advisors
N/A—2,076-2,076-100%$68.9K———
Royal Bank of Canada
N/A—900-900-100%$30.0K———
Bank of Montreal
N/A—500-500-100%$16.6K———
IFG Advisory, LLC
N/A—400-400-100%$13.3K———
O'shaughnessy Asset Management, LLC
N/A—341-341-100%$11.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—329-329-100%$10.9K———
BFC Planning, Inc.
N/A—329-329-100%$10.9K———
Harbour Investments, Inc.
N/A—325-325-100%$10.8K———
PlanVest Financial, Inc
N/A—297-297-100%$9.9K———
Northwestern Mutual Wealth Management Co
N/A—109-109-100%$3.6K———
Showing 124 of 124 institutions