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Innovator U.S. Equity Power (PMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Southland Equity Partners LLC
DECREASED
Shares665,263 from 673,835
Change-8,572 (-1%)
Value$32.6M (+$381.6K)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares267,312 from 263,206
Change+4,106 (+2%)
Value$13.1M (+$514.0K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares192,931 from 193,629
Change-698 (0%)
Value$9.4M (+$196.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares187,352 from 301,246
Change-113,894 (-38%)
Value$9.2M (-$5.2M)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares148,604 from 149,462
Change-858 (-1%)
Value$7.3M (+$135.7K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares135,888 from 706,660
Change-570,772 (-81%)
Value$6.7M (-$27.1M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares95,476 from 98,753
Change-3,277 (-3%)
Value$4.7M (-$43.0K)
Filed 2026-11-02
Cornerstone Wealth, LLC
DECREASED
Shares92,444 from 92,963
Change-519 (-1%)
Value$4.5M (+$50.4K)
Filed 2026-10-28
Diligent Investors, LLC
DECREASED
Shares89,690 from 91,646
Change-1,956 (-2%)
Value$4.4M (+$13.2K)
Filed 2026-10-21
KFG Wealth Management, LLC
DECREASED
Shares88,467 from 91,510
Change-3,043 (-3%)
Value$4.3M (-$40.2K)
Filed 2026-10-16
Hardworking Capital Advisors, LLC
DECREASED
Shares80,158 from 82,385
Change-2,227 (-3%)
Value$3.9M (-$11.1K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares70,973 from 33,467
Change+37,506 (+112%)
Value$3.5M (+$1.9M)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares69,785 from 126,283
Change-56,498 (-45%)
Value$3.4M (-$2.6M)
Filed 2026-10-30
Diversify Wealth Management, LLC
DECREASED
Shares68,051 from 70,159
Change-2,108 (-3%)
Value$3.3M (-$7.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares68,051 from 70,159
Change-2,108 (-3%)
Value$3.3M (-$7.6K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares65,506 from 16,409
Change+49,097 (+299%)
Value$3.2M (+$2.4M)
Filed 2026-10-16
BFI Wealth Solutions, LLC
UNCHANGED
Shares64,995 from 64,995
Change0 (0%)
Value$3.2M (+$77.3K)
Filed 2026-10-16
Valmark Advisers, Inc.
UNCHANGED
Shares64,559 from 64,559
Change0 (0%)
Value$3.2M (+$76.8K)
Filed 2026-11-06
CRA Financial Services, LLC
DECREASED
Shares59,682 from 60,222
Change-540 (-1%)
Value$2.9M (+$45.2K)
Filed 2026-10-16
Atticus Wealth Management, LLC
DECREASED
Shares59,433 from 59,533
Change-100 (0%)
Value$2.9M (+$65.9K)
Filed 2026-10-20
Gill Capital Partners, LLC
DECREASED
Shares57,743 from 58,218
Change-475 (-1%)
Value$2.8M (+$46.0K)
Filed 2026-10-13
BCS Wealth Management
DECREASED
Shares55,979 from 56,372
Change-393 (-1%)
Value$2.7M (+$47.8K)
Filed 2026-11-03
Global Assets Advisory, LLC
DECREASED
Shares55,420 from 55,931
Change-511 (-1%)
Value$2.7M (+$51.8K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares54,417 from 56,772
Change-2,355 (-4%)
Value$2.7M (-$47.8K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares47,598 from 49,024
Change-1,426 (-3%)
Value$2.3M (-$11.5K)
Filed 2026-10-30
Corrado Advisors, LLC
DECREASED
Shares42,907 from 43,200
Change-293 (-1%)
Value$2.1M (+$37.0K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED
Shares36,996 from 38,068
Change-1,072 (-3%)
Value$1.8M (-$7.2K)
Filed 2026-10-29
GenTrust, LLC
UNCHANGED
Shares35,815 from 35,815
Change0 (0%)
Value$1.8M (+$42.6K)
Filed 2026-11-06
Blue Water Asset Management
UNCHANGED
Shares35,319 from 35,319
Change0 (0%)
Value$1.7M (+$42.0K)
Filed 2026-11-04
Weaver Capital Management LLC
DECREASED
Shares35,090 from 35,643
Change-553 (-2%)
Value$1.7M (+$127.6K)
Filed 2026-10-15
Keystone Wealth Services, LLC
DECREASED
Shares33,442 from 34,187
Change-745 (-2%)
Value$1.6M (+$3.6K)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
DECREASED
Shares33,037 from 35,729
Change-2,692 (-8%)
Value$1.6M (-$89.3K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares32,796 from 32,746
Change+50 (+0%)
Value$1.6M (+$41.4K)
Filed 2026-10-14
Chris Bulman Inc
DECREASED
Shares31,102 from 36,275
Change-5,173 (-14%)
Value$1.5M (-$210.1K)
Filed 2026-10-20
Macroview Investment Management LLC
UNCHANGED
Shares30,285 from 30,285
Change0 (0%)
Value$1.5M (+$36.0K)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
DECREASED
Shares29,497 from 29,857
Change-360 (-1%)
Value$1.5M (+$26.0K)
Filed 2026-10-09
Trek Financial, LLC
UNCHANGED
Shares29,079 from 29,079
Change0 (0%)
Value$1.4M (+$34.6K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares28,680 from 29,013
Change-333 (-1%)
Value$1.4M (+$18.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares27,848 from 28,581
Change-733 (-3%)
Value$1.4M (-$1.9K)
Filed 2026-10-08
Americana Partners, LLC
DECREASED
Shares27,707 from 27,829
Change-122 (0%)
Value$1.4M (+$27.1K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
DECREASED
Shares26,496 from 26,937
Change-441 (-2%)
Value$1.3M (+$10.4K)
Filed 2026-10-26
City Holding Co
DECREASED
Shares25,860 from 26,860
Change-1,000 (-4%)
Value$1.3M (-$17.0K)
Filed 2026-10-19
Ascent Wealth Partners, LLC
UNCHANGED
Shares25,793 from 25,793
Change0 (0%)
Value$1.3M (+$30.7K)
Filed 2026-10-23
LifeWealth Investments, LLC
UNCHANGED
Shares25,205 from 25,205
Change0 (0%)
Value$1.2M (+$30.0K)
Filed 2026-10-21
Canandaigua National Bank & Trust Co
UNCHANGED
Shares23,825 from 23,825
Change0 (0%)
Value$1.2M (+$28.3K)
Filed 2026-10-07
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares23,768 from 23,768
Change0 (0%)
Value$1.2M (+$28.3K)
Filed 2026-10-13
TrustBank
DECREASED
Shares23,730 from 24,150
Change-420 (-2%)
Value$1.2M (+$8.2K)
Filed 2026-10-20
James T. Borello RIA
UNCHANGED
Shares22,135 from 22,135
Change0 (0%)
Value$1.1M (+$26.3K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
UNCHANGED
Shares20,189 from 20,189
Change0 (0%)
Value$988.4K (+$24.0K)
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
UNCHANGED
Shares20,083 from 20,083
Change0 (0%)
Value$983.2K (+$23.9K)
Filed 2026-10-19
Jessup Wealth Management, Inc
DECREASED
Shares19,801 from 20,187
Change-386 (-2%)
Value$969.4K (+$5.1K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares19,239 from 16,491
Change+2,748 (+17%)
Value$941.9K (+$154.1K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
UNCHANGED
Shares18,636 from 18,636
Change0 (0%)
Value$912.4K (+$22.2K)
Filed 2026-10-22
Pacific Park Financial, Inc.
DECREASED
Shares17,545 from 19,185
Change-1,640 (-9%)
Value$859.0K (-$57.5K)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares17,277 from 17,277
Change0 (0%)
Value$845.9K (+$20.5K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares16,574 from 16,615
Change-41 (0%)
Value$811.4K (+$17.8K)
Filed 2026-11-03
Straight Path Wealth Management
DECREASED
Shares16,350 from 16,374
Change-24 (0%)
Value$800.5K (+$18.3K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares15,213 from 16,253
Change-1,040 (-6%)
Value$744.8K (-$31.6K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares15,031 from 18,877
Change-3,846 (-20%)
Value$735.9K (-$165.9K)
Filed 2026-10-19
Capital Square, LLC
UNCHANGED
Shares14,997 from 14,997
Change0 (0%)
Value$734.2K (+$13.3K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,873 from 17,523
Change-2,650 (-15%)
Value$728.2K (-$108.9K)
Filed 2026-10-16
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares14,867 from 14,867
Change0 (0%)
Value$727.9K (+$17.7K)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares13,062 from 13,380
Change-318 (-2%)
Value$639.5K (+$341)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares12,727 from 12,742
Change-15 (0%)
Value$623.1K (+$14.4K)
Filed 2026-10-13
Cypress Wealth Services, LLC
UNCHANGED
Shares12,005 from 12,005
Change0 (0%)
Value$591.3K (+$17.8K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED
Shares11,816 from 12,611
Change-795 (-6%)
Value$569.5K (-$32.9K)
Filed 2026-11-02
Weaver Consulting Group
UNCHANGED
Shares11,460 from 11,460
Change0 (0%)
Value$561.0K (+$13.6K)
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10,994 from 10,994
Change0 (0%)
Value$538.3K (+$13.1K)
Filed 2026-10-23
Jacobi Capital Management LLC
UNCHANGED
Shares10,745 from 10,745
Change0 (0%)
Value$526.1K (+$12.8K)
Filed 2026-11-05
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares10,440 from 10,440
Change0 (0%)
Value$511.1K (+$12.4K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
UNCHANGED
Shares10,072 from 10,072
Change0 (0%)
Value$493.1K (+$12.0K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
UNCHANGED
Shares9,279 from 9,279
Change0 (0%)
Value$454.0K (+$11.0K)
Filed 2026-10-27
Strategic Blueprint, LLC
UNCHANGED
Shares9,256 from 9,256
Change0 (0%)
Value$453.2K (+$11.0K)
Filed 2026-10-22
Ascent Group, LLC
UNCHANGED
Shares9,187 from 9,187
Change0 (0%)
Value$449.8K (+$10.9K)
Filed 2026-10-30
Visionary Wealth Advisors
UNCHANGED
Shares9,182 from 9,182
Change0 (0%)
Value$449.5K (+$10.9K)
Filed 2026-11-04
Focus Financial Network, Inc.
UNCHANGED
Shares8,952 from 8,952
Change0 (0%)
Value$438.3K (+$10.6K)
Filed 2026-10-14
Firestone Capital Management
UNCHANGED
Shares8,287 from 8,287
Change0 (0%)
Value$405.7K (+$9.9K)
Filed 2026-11-03
Sigma Planning Corp
UNCHANGED
Shares8,202 from 8,202
Change0 (0%)
Value$401.6K (+$9.8K)
Filed 2026-10-23
AdvisorNet Financial, Inc
DECREASED
Shares7,966 from 7,994
Change-28 (0%)
Value$391.4K (+$9.5K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares7,460 from 7,460
Change0 (0%)
Value$365.2K (+$8.9K)
Filed 2026-10-13
Fiduciary Alliance LLC
UNCHANGED
Shares7,434 from 7,434
Change0 (0%)
Value$364.0K (+$8.8K)
Filed 2026-10-13
Seven Hills Financial, LLC
NEW
Shares7,275
Change+7,275
Value$356.2K
Filed 2026-10-13
Clay Northam Wealth Management, LLC
DECREASED
Shares7,165 from 8,165
Change-1,000 (-12%)
Value$350.8K (-$39.2K)
Filed 2026-10-13
Independent Financial Group, LLC
UNCHANGED
Shares6,996 from 6,996
Change0 (0%)
Value$342.5K (+$8.3K)
Filed 2026-10-13
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares6,960 from 6,960
Change0 (0%)
Value$340.8K (+$8.3K)
Filed 2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED
Shares6,927 from 6,927
Change0 (0%)
Value$339.1K (+$8.2K)
Filed 2026-11-06
Lotus Asset Management LLC
UNCHANGED
Shares6,877 from 6,877
Change0 (0%)
Value$336.7K (+$8.2K)
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED
Shares6,838 from 6,863
Change-25 (0%)
Value$334.8K (+$6.9K)
Filed 2026-10-08
First City Capital Management, Inc.
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$330.5K (+$8.0K)
Filed 2026-10-27
First Heartland Consultants, Inc.
UNCHANGED
Shares6,670 from 6,670
Change0 (0%)
Value$326.6K (+$7.9K)
Filed 2026-10-08
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares6,333 from 6,333
Change0 (0%)
Value$310.1K (+$7.5K)
Filed 2026-10-16
MGO One Seven LLC
UNCHANGED
Shares6,252 from 6,252
Change0 (0%)
Value$306.1K (+$7.4K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
UNCHANGED
Shares6,193 from 6,193
Change0 (0%)
Value$305.5K (+$9.7K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED
Shares6,120 from 6,120
Change0 (0%)
Value$299.6K (+$7.3K)
Filed 2026-11-05
HFG Wealth Management, LLC
UNCHANGED
Shares6,105 from 6,105
Change0 (0%)
Value$291.6K ($0)
Filed 2026-10-16
Axxcess Wealth Management, LLC
UNCHANGED
Shares5,961 from 5,961
Change0 (0%)
Value$291.8K (+$7.1K)
Filed 2026-10-21
Fortune Financial Group, Inc.
DECREASED
Shares5,924 from 6,196
Change-272 (-4%)
Value$290.0K (-$5.9K)
Filed 2026-10-22
Apollon Wealth Management, LLC
UNCHANGED
Shares5,809 from 5,809
Change0 (0%)
Value$284.4K (+$6.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares5,489 from 5,489
Change0 (0%)
Value$268.7K (+$6.5K)
Filed 2026-11-06
Vestment Financial LLC
UNCHANGED
Shares5,460 from 5,460
Change0 (0%)
Value$266.6K (+$4.6K)
Filed 2026-10-13
Sugar Maple Asset Management, LLC
DECREASED
Shares5,444 from 7,982
Change-2,538 (-32%)
Value$266.5K (-$114.8K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
UNCHANGED
Shares5,325 from 5,325
Change0 (0%)
Value$260.7K (+$6.3K)
Filed 2026-11-03
PTM Wealth Management, LLC
UNCHANGED
Shares5,274 from 5,274
Change0 (0%)
Value$259.8K (+$7.7K)
Filed 2026-10-23
Perigon Wealth Management, LLC
UNCHANGED
Shares5,199 from 5,199
Change0 (0%)
Value$254.5K (+$6.2K)
Filed 2026-10-22
VestGen Advisors, LLC
UNCHANGED
Shares5,044 from 5,044
Change0 (0%)
Value$246.9K (+$6.0K)
Filed 2026-10-27
Blue Trust, Inc.
UNCHANGED
Shares4,996 from 4,996
Change0 (0%)
Value$244.6K (+$5.9K)
Filed 2026-10-15
Liberty Atlantic Advisors LLC
UNCHANGED
Shares4,981 from 4,981
Change0 (0%)
Value$243.9K (+$5.9K)
Filed 2026-10-14
Grantvest Financial Group LLC
UNCHANGED
Shares4,947 from 4,947
Change0 (0%)
Value$242.2K (+$5.9K)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED
Shares4,946 from 4,946
Change0 (0%)
Value$242.2K (+$5.9K)
Filed 2026-10-28
FC Advisory LLC
UNCHANGED
Shares4,887 from 4,887
Change0 (0%)
Value$239.3K (+$5.8K)
Filed 2026-10-05
IFS Advisors, LLC
NEW
Shares4,675
Change+4,675
Value$228.9K
Filed 2026-10-14
BIP Wealth, LLC
UNCHANGED
Shares4,622 from 4,622
Change0 (0%)
Value$226.3K (+$5.5K)
Filed 2026-10-22
Smith Shellnut Wilson LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$220.3K (+$5.4K)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$144.4K (+$3.5K)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares2,402
Change+2,402
Value$117.6K
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$89.4K (+$2.2K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,508 from 1,658
Change-150 (-9%)
Value$73.8K (-$5.4K)
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$65.1K (+$1.6K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$53.5K ($0)
Filed 2026-11-06
Bullock Wealth Management Group
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$53.6K (+$1.2K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$53.6K (+$1.3K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$46.5K (+$1.1K)
Filed 2026-10-01
GGM Financial LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$18.8K (+$458)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares246 from 593
Change-347 (-59%)
Value$12.0K (-$16.3K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
NEW
Shares200
Change+200
Value$9.8K
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$3.7K (+$90)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.5K (+$60)
Filed 2026-10-15
Lido Advisors, LLC
CLOSED
Shares0 from 34,968
Change-34,968 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Riverchase Wealth Management, LLC
CLOSED
Shares0 from 10,039
Change-10,039 (-100%)
Value$0 (-$479.6K)
Filed 2026-10-28
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 5,560
Change-5,560 (-100%)
Value$0 (-$265.6K)
Filed 2026-10-16
Integrity Alliance, Llc.
CLOSED
Shares0 from 4,674
Change-4,674 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-29
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 4,635
Change-4,635 (-100%)
Value$0 (-$221.4K)
Filed 2026-11-06
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,349
Change-2,349 (-100%)
Value$0 (-$112.2K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$38.0K)
Filed 2026-11-04
Alliancebernstein L.P.
N/A
Shares— from 1,732,025
Change-1,732,025 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,535,368
Change-1,535,368 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 751,815
Change-751,815 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 579,545
Change-579,545 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 310,087
Change-310,087 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 215,899
Change-215,899 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 174,811
Change-174,811 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 129,657
Change-129,657 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 126,190
Change-126,190 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 122,750
Change-122,750 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 113,908
Change-113,908 (-100%)
Value—
Blair William & Co
N/A
Shares— from 107,812
Change-107,812 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 87,341
Change-87,341 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 87,119
Change-87,119 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 86,672
Change-86,672 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 79,385
Change-79,385 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 78,325
Change-78,325 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 77,628
Change-77,628 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 69,142
Change-69,142 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 69,129
Change-69,129 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 64,991
Change-64,991 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 62,544
Change-62,544 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 59,764
Change-59,764 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 59,279
Change-59,279 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 57,688
Change-57,688 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 51,076
Change-51,076 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 50,449
Change-50,449 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 37,976
Change-37,976 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 36,134
Change-36,134 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 34,630
Change-34,630 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 33,883
Change-33,883 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 32,186
Change-32,186 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,972
Change-31,972 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 30,131
Change-30,131 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 29,611
Change-29,611 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 28,625
Change-28,625 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 28,561
Change-28,561 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,703
Change-23,703 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,528
Change-22,528 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 21,709
Change-21,709 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,161
Change-20,161 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 16,261
Change-16,261 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,762
Change-15,762 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,230
Change-15,230 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,323
Change-13,323 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,007
Change-13,007 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 12,506
Change-12,506 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 12,192
Change-12,192 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,154
Change-12,154 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,991
Change-11,991 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,324
Change-9,324 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,962
Change-7,962 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,937
Change-6,937 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 6,657
Change-6,657 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
CNB Bank
N/A
Shares— from 899
Change-899 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 543
Change-543 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 401
Change-401 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 319
Change-319 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 182
Change-182 (-100%)
Value—
Status
Southland Equity Partners LLC
DECREASED665,263673,835-8,572-1%$32.2M$32.6M+$381.6K2026-10-14
LPL Financial LLC
INCREASED267,312263,206+4,106+2%$12.6M$13.1M+$514.0K2026-11-06
Kestra Advisory Services, LLC
DECREASED192,931193,629-6980%$9.2M$9.4M+$196.1K2026-11-02
Commonwealth Equity Services, LLC
DECREASED187,352301,246-113,894-38%$14.4M$9.2M-$5.2M2026-11-02
CoreCap Advisors, LLC
DECREASED148,604149,462-858-1%$7.1M$7.3M+$135.7K2026-10-08
Brookstone Capital Management
DECREASED135,888706,660-570,772-81%$33.8M$6.7M-$27.1M2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED95,47698,753-3,277-3%$4.7M$4.7M-$43.0K2026-11-02
Cornerstone Wealth, LLC
DECREASED92,44492,963-519-1%$4.5M$4.5M+$50.4K2026-10-28
Diligent Investors, LLC
DECREASED89,69091,646-1,956-2%$4.4M$4.4M+$13.2K2026-10-21
KFG Wealth Management, LLC
DECREASED88,46791,510-3,043-3%$4.4M$4.3M-$40.2K2026-10-16
Hardworking Capital Advisors, LLC
DECREASED80,15882,385-2,227-3%$3.9M$3.9M-$11.1K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED70,97333,467+37,506+112%$1.6M$3.5M+$1.9M2026-10-13
Truist Financial Corp
DECREASED69,785126,283-56,498-45%$6.0M$3.4M-$2.6M2026-10-30
Diversify Wealth Management, LLC
DECREASED68,05170,159-2,108-3%$3.4M$3.3M-$7.6K2026-10-20
Diversify Advisory Services, LLC
DECREASED68,05170,159-2,108-3%$3.4M$3.3M-$7.6K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED65,50616,409+49,097+299%$783.9K$3.2M+$2.4M2026-10-16
BFI Wealth Solutions, LLC
UNCHANGED64,99564,99500%$3.1M$3.2M+$77.3K2026-10-16
Valmark Advisers, Inc.
UNCHANGED64,55964,55900%$3.1M$3.2M+$76.8K2026-11-06
CRA Financial Services, LLC
DECREASED59,68260,222-540-1%$2.9M$2.9M+$45.2K2026-10-16
Atticus Wealth Management, LLC
DECREASED59,43359,533-1000%$2.8M$2.9M+$65.9K2026-10-20
Gill Capital Partners, LLC
DECREASED57,74358,218-475-1%$2.8M$2.8M+$46.0K2026-10-13
BCS Wealth Management
DECREASED55,97956,372-393-1%$2.7M$2.7M+$47.8K2026-11-03
Global Assets Advisory, LLC
DECREASED55,42055,931-511-1%$2.7M$2.7M+$51.8K2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED54,41756,772-2,355-4%$2.7M$2.7M-$47.8K2026-10-13
Spire Wealth Management
DECREASED47,59849,024-1,426-3%$2.3M$2.3M-$11.5K2026-10-30
Corrado Advisors, LLC
DECREASED42,90743,200-293-1%$2.1M$2.1M+$37.0K2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED36,99638,068-1,072-3%$1.8M$1.8M-$7.2K2026-10-29
GenTrust, LLC
UNCHANGED35,81535,81500%$1.7M$1.8M+$42.6K2026-11-06
Blue Water Asset Management
UNCHANGED35,31935,31900%$1.7M$1.7M+$42.0K2026-11-04
Weaver Capital Management LLC
DECREASED35,09035,643-553-2%$1.6M$1.7M+$127.6K2026-10-15
Keystone Wealth Services, LLC
DECREASED33,44234,187-745-2%$1.6M$1.6M+$3.6K2026-11-03
Bright Futures Wealth Management, Llc.
DECREASED33,03735,729-2,692-8%$1.7M$1.6M-$89.3K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED32,79632,746+50+0%$1.6M$1.6M+$41.4K2026-10-14
Chris Bulman Inc
DECREASED31,10236,275-5,173-14%$1.7M$1.5M-$210.1K2026-10-20
Macroview Investment Management LLC
UNCHANGED30,28530,28500%$1.4M$1.5M+$36.0K2026-10-26
Castle Rock Wealth Management, LLC
DECREASED29,49729,857-360-1%$1.4M$1.5M+$26.0K2026-10-09
Trek Financial, LLC
UNCHANGED29,07929,07900%$1.4M$1.4M+$34.6K2026-10-29
IFP Advisors, Inc
DECREASED28,68029,013-333-1%$1.4M$1.4M+$18.2K2026-10-16
Farther Finance Advisors, LLC
DECREASED27,84828,581-733-3%$1.4M$1.4M-$1.9K2026-10-08
Americana Partners, LLC
DECREASED27,70727,829-1220%$1.3M$1.4M+$27.1K2026-10-28
Ballast Rock Private Wealth LLC
DECREASED26,49626,937-441-2%$1.3M$1.3M+$10.4K2026-10-26
City Holding Co
DECREASED25,86026,860-1,000-4%$1.3M$1.3M-$17.0K2026-10-19
Ascent Wealth Partners, LLC
UNCHANGED25,79325,79300%$1.2M$1.3M+$30.7K2026-10-23
LifeWealth Investments, LLC
UNCHANGED25,20525,20500%$1.2M$1.2M+$30.0K2026-10-21
Canandaigua National Bank & Trust Co
UNCHANGED23,82523,82500%$1.1M$1.2M+$28.3K2026-10-07
Lineweaver Wealth Advisors, LLC
UNCHANGED23,76823,76800%$1.1M$1.2M+$28.3K2026-10-13
TrustBank
DECREASED23,73024,150-420-2%$1.2M$1.2M+$8.2K2026-10-20
James T. Borello RIA
UNCHANGED22,13522,13500%$1.1M$1.1M+$26.3K2026-10-16
Cornerstone Wealth Group, LLC
UNCHANGED20,18920,18900%$964.4K$988.4K+$24.0K2026-11-02
Hidden Cove Wealth Management, LLC
UNCHANGED20,08320,08300%$959.4K$983.2K+$23.9K2026-10-19
Jessup Wealth Management, Inc
DECREASED19,80120,187-386-2%$964.3K$969.4K+$5.1K2026-10-20
Merit Financial Group, LLC
INCREASED19,23916,491+2,748+17%$787.8K$941.9K+$154.1K2026-11-06
Sagespring Wealth Partners, LLC
UNCHANGED18,63618,63600%$890.2K$912.4K+$22.2K2026-10-22
Pacific Park Financial, Inc.
DECREASED17,54519,185-1,640-9%$916.5K$859.0K-$57.5K2026-10-13
Signaturefd, LLC
UNCHANGED17,27717,27700%$825.3K$845.9K+$20.5K2026-10-23
RFG Advisory, LLC
DECREASED16,57416,615-410%$793.7K$811.4K+$17.8K2026-11-03
Straight Path Wealth Management
DECREASED16,35016,374-240%$782.2K$800.5K+$18.3K2026-10-23
Nations Financial Group Inc,
DECREASED15,21316,253-1,040-6%$776.4K$744.8K-$31.6K2026-11-05
Retirement Planning Group, LLC
DECREASED15,03118,877-3,846-20%$901.8K$735.9K-$165.9K2026-10-19
Capital Square, LLC
UNCHANGED14,99714,99700%$720.9K$734.2K+$13.3K2026-10-19
Cyndeo Wealth Partners, LLC
DECREASED14,87317,523-2,650-15%$837.1K$728.2K-$108.9K2026-10-16
Blue Sky Capital Consultants Group, Inc.
UNCHANGED14,86714,86700%$710.2K$727.9K+$17.7K2026-10-13
Ritholtz Wealth Management
DECREASED13,06213,380-318-2%$639.2K$639.5K+$3412026-11-05
Dynamic Advisor Solutions LLC
DECREASED12,72712,742-150%$608.7K$623.1K+$14.4K2026-10-13
Cypress Wealth Services, LLC
UNCHANGED12,00512,00500%$573.5K$591.3K+$17.8K2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED11,81612,611-795-6%$602.4K$569.5K-$32.9K2026-11-02
Weaver Consulting Group
UNCHANGED11,46011,46000%$547.4K$561.0K+$13.6K2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED10,99410,99400%$525.2K$538.3K+$13.1K2026-10-23
Jacobi Capital Management LLC
UNCHANGED10,74510,74500%$513.3K$526.1K+$12.8K2026-11-05
Pinnacle Wealth Management Group, Inc.
UNCHANGED10,44010,44000%$498.7K$511.1K+$12.4K2026-10-15
Integrity Advisory Solutions, LLC
UNCHANGED10,07210,07200%$481.1K$493.1K+$12.0K2026-10-29
Chicago Partners Investment Group LLC
UNCHANGED9,2799,27900%$443.0K$454.0K+$11.0K2026-10-27
Strategic Blueprint, LLC
UNCHANGED9,2569,25600%$442.2K$453.2K+$11.0K2026-10-22
Ascent Group, LLC
UNCHANGED9,1879,18700%$438.9K$449.8K+$10.9K2026-10-30
Visionary Wealth Advisors
UNCHANGED9,1829,18200%$438.6K$449.5K+$10.9K2026-11-04
Focus Financial Network, Inc.
UNCHANGED8,9528,95200%$427.6K$438.3K+$10.6K2026-10-14
Firestone Capital Management
UNCHANGED8,2878,28700%$395.9K$405.7K+$9.9K2026-11-03
Sigma Planning Corp
UNCHANGED8,2028,20200%$391.8K$401.6K+$9.8K2026-10-23
AdvisorNet Financial, Inc
DECREASED7,9667,994-280%$381.9K$391.4K+$9.5K2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED7,4607,46000%$356.4K$365.2K+$8.9K2026-10-13
Fiduciary Alliance LLC
UNCHANGED7,4347,43400%$355.1K$364.0K+$8.8K2026-10-13
Seven Hills Financial, LLC
NEW7,275—+7,275——$356.2K—2026-10-13
Clay Northam Wealth Management, LLC
DECREASED7,1658,165-1,000-12%$390.0K$350.8K-$39.2K2026-10-13
Independent Financial Group, LLC
UNCHANGED6,9966,99600%$334.2K$342.5K+$8.3K2026-10-13
Global Strategic Investment Solutions, LLC
UNCHANGED6,9606,96000%$332.5K$340.8K+$8.3K2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED6,9276,92700%$330.9K$339.1K+$8.2K2026-11-06
Lotus Asset Management LLC
UNCHANGED6,8776,87700%$328.5K$336.7K+$8.2K2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED6,8386,863-250%$327.8K$334.8K+$6.9K2026-10-08
First City Capital Management, Inc.
UNCHANGED6,7506,75000%$322.4K$330.5K+$8.0K2026-10-27
First Heartland Consultants, Inc.
UNCHANGED6,6706,67000%$318.6K$326.6K+$7.9K2026-10-08
ARS Wealth Advisors Group, LLC
UNCHANGED6,3336,33300%$302.5K$310.1K+$7.5K2026-10-16
MGO One Seven LLC
UNCHANGED6,2526,25200%$298.7K$306.1K+$7.4K2026-10-28
Fragasso Financial Advisors Inc
UNCHANGED6,1936,19300%$295.8K$305.5K+$9.7K2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED6,1206,12000%$292.4K$299.6K+$7.3K2026-11-05
HFG Wealth Management, LLC
UNCHANGED6,1056,10500%$291.6K$291.6K$02026-10-16
Axxcess Wealth Management, LLC
UNCHANGED5,9615,96100%$284.8K$291.8K+$7.1K2026-10-21
Fortune Financial Group, Inc.
DECREASED5,9246,196-272-4%$296.0K$290.0K-$5.9K2026-10-22
Apollon Wealth Management, LLC
UNCHANGED5,8095,80900%$277.5K$284.4K+$6.9K2026-10-23
Clearstead Advisors, LLC
UNCHANGED5,4895,48900%$262.2K$268.7K+$6.5K2026-11-06
Vestment Financial LLC
UNCHANGED5,4605,46000%$262.0K$266.6K+$4.6K2026-10-13
Sugar Maple Asset Management, LLC
DECREASED5,4447,982-2,538-32%$381.3K$266.5K-$114.8K2026-10-13
Integral Investment Advisors, Inc.
UNCHANGED5,3255,32500%$254.4K$260.7K+$6.3K2026-11-03
PTM Wealth Management, LLC
UNCHANGED5,2745,27400%$252.1K$259.8K+$7.7K2026-10-23
Perigon Wealth Management, LLC
UNCHANGED5,1995,19900%$248.4K$254.5K+$6.2K2026-10-22
VestGen Advisors, LLC
UNCHANGED5,0445,04400%$241.0K$246.9K+$6.0K2026-10-27
Blue Trust, Inc.
UNCHANGED4,9964,99600%$238.7K$244.6K+$5.9K2026-10-15
Liberty Atlantic Advisors LLC
UNCHANGED4,9814,98100%$237.9K$243.9K+$5.9K2026-10-14
Grantvest Financial Group LLC
UNCHANGED4,9474,94700%$236.3K$242.2K+$5.9K2026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED4,9464,94600%$236.3K$242.2K+$5.9K2026-10-28
FC Advisory LLC
UNCHANGED4,8874,88700%$233.5K$239.3K+$5.8K2026-10-05
IFS Advisors, LLC
NEW4,675—+4,675——$228.9K—2026-10-14
BIP Wealth, LLC
UNCHANGED4,6224,62200%$220.8K$226.3K+$5.5K2026-10-22
Smith Shellnut Wilson LLC
UNCHANGED4,5004,50000%$215.0K$220.3K+$5.4K2026-10-21
Creative Financial Designs Inc
UNCHANGED2,9502,95000%$140.9K$144.4K+$3.5K2026-11-04
Elyxium Wealth, LLC
NEW2,402—+2,402——$117.6K—2026-10-27
Phillips Financial Management, LLC
UNCHANGED1,8251,82500%$87.2K$89.4K+$2.2K2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED1,5081,658-150-9%$79.2K$73.8K-$5.4K2026-11-03
PFS Partners, LLC
UNCHANGED1,3291,32900%$63.5K$65.1K+$1.6K2026-10-21
Allworth Financial LP
UNCHANGED1,1201,12000%$53.5K$53.5K$02026-11-06
Bullock Wealth Management Group
UNCHANGED1,0961,09600%$52.4K$53.6K+$1.2K2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED1,0941,09400%$52.3K$53.6K+$1.3K2026-10-30
Noble Wealth Management PBC
UNCHANGED95095000%$45.4K$46.5K+$1.1K2026-10-01
GGM Financial LLC
UNCHANGED38538500%$18.4K$18.8K+$4582026-11-05
Barclays PLC
DECREASED246593-347-59%$28.3K$12.0K-$16.3K2026-11-06
PNC Financial Services Group, Inc.
NEW200—+200——$9.8K—2026-11-06
Assetmark, Inc
UNCHANGED767600%$3.6K$3.7K+$902026-10-21
Wolff Wiese Magana LLC
UNCHANGED515100%$2.4K$2.5K+$602026-10-15
Lido Advisors, LLC
CLOSED034,968-34,968-100%$1.7M$0-$1.7M2026-11-04
Riverchase Wealth Management, LLC
CLOSED010,039-10,039-100%$479.6K$0-$479.6K2026-10-28
AlphaStar Capital Management, LLC
CLOSED05,560-5,560-100%$265.6K$0-$265.6K2026-10-16
Integrity Alliance, Llc.
CLOSED04,674-4,674-100%$223.3K$0-$223.3K2026-10-29
Dana Investment Advisors, Inc.
CLOSED04,635-4,635-100%$221.4K$0-$221.4K2026-11-06
Bullseye Investment Management, LLC
CLOSED02,349-2,349-100%$112.2K$0-$112.2K2026-10-29
Hazlett, Burt & Watson, Inc.
CLOSED0800-800-100%$38.0K$0-$38.0K2026-11-04
Alliancebernstein L.P.
N/A—1,732,025-1,732,025-100%$77.3M———
Penserra Capital Management LLC
N/A—1,535,368-1,535,368-100%$73.3M———
Osaic Holdings, Inc.
N/A—751,815-751,815-100%$35.9M———
Focus Partners Wealth
N/A—579,545-579,545-100%$27.7M———
Cetera Investment Advisers
N/A—310,087-310,087-100%$14.8M———
Raymond James Financial Inc
N/A—215,899-215,899-100%$10.3M———
HighTower Advisors, LLC
N/A—174,811-174,811-100%$8.4M———
Bellwether Advisors, LLC
N/A—129,657-129,657-100%$6.2M———
Beacon Pointe Advisors, LLC
N/A—126,190-126,190-100%$6.0M———
Cassady Wealth & Retirement Planning, LLC
N/A—122,750-122,750-100%$5.9M———
Envestnet Asset Management Inc
N/A—113,908-113,908-100%$5.4M———
Blair William & Co
N/A—107,812-107,812-100%$5.2M———
Cresset Asset Management, LLC
N/A—87,341-87,341-100%$4.2M———
Wealth Alliance, LLC
N/A—87,119-87,119-100%$4.2M———
Advisory Alpha, LLC
N/A—86,672-86,672-100%$4.1M———
Keating Financial Advisory Services, Inc.
N/A—79,385-79,385-100%$3.8M———
Cerity Partners LLC
N/A—78,325-78,325-100%$3.7M———
MTM Financial Group, LLC
N/A—77,628-77,628-100%$3.7M———
Susquehanna International Group, LLP
N/A—69,142-69,142-100%$3.3M———
OneDigital Investment Advisors LLC
N/A—69,129-69,129-100%$3.3M———
MAI Capital Management
N/A—64,991-64,991-100%$3.1M———
First Commonwealth Financial Corp
N/A—62,544-62,544-100%$3.0M———
MML Investors Services, LLC
N/A—59,764-59,764-100%$2.9M———
WPWealth LLP
N/A—59,279-59,279-100%$2.8M———
Yarger Wealth Strategies, LLC
N/A—57,688-57,688-100%$2.8M———
Janney Montgomery Scott LLC
N/A—51,076-51,076-100%$2.4M———
NewEdge Advisors, LLC
N/A—50,449-50,449-100%$2.4M———
Foundations Investment Advisors, LLC
N/A—37,976-37,976-100%$1.8M———
AE Wealth Management LLC
N/A—36,134-36,134-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—34,630-34,630-100%$1.7M———
Arkadios Wealth Advisors
N/A—33,883-33,883-100%$1.6M———
Lakeridge Wealth Management LLC
N/A—32,186-32,186-100%$1.5M———
CreativeOne Wealth, LLC
N/A—31,972-31,972-100%$1.5M———
Belpointe Asset Management LLC
N/A—30,131-30,131-100%$1.4M———
AQR Capital Management LLC
N/A—29,611-29,611-100%$1.4M———
Vantage Point Financial LLC
N/A—28,625-28,625-100%$1.4M———
Cofg Advisors, LLC
N/A—28,561-28,561-100%$1.4M———
Citadel Advisors LLC
N/A—23,703-23,703-100%$1.1M———
Advisory Services Network, LLC
N/A—22,528-22,528-100%$1.1M———
FSA Advisors, Inc.
N/A—21,709-21,709-100%$1.0M———
HRT Financial LP
N/A—20,161-20,161-100%$963.0K———
Orion Capital Management LLC
N/A—16,261-16,261-100%$776.8K———
Mercer Global Advisors Inc
N/A—15,762-15,762-100%$752.9K———
Stratos Wealth Advisors, LLC
N/A—15,230-15,230-100%$727.6K———
Ausdal Financial Partners, Inc.
N/A—13,323-13,323-100%$636.4K———
Dakota Wealth Management
N/A—13,007-13,007-100%$621.3K———
Wood Tarver Financial Group, LLC
N/A—12,506-12,506-100%$597.0K———
Triton Financial Group Inc
N/A—12,192-12,192-100%$582.4K———
World Investment Advisors
N/A—12,154-12,154-100%$564.5K———
Mutual Advisors, LLC
N/A—11,991-11,991-100%$572.8K———
Schnieders Capital Management, Llc.
N/A—11,700-11,700-100%$558.9K———
Silver OAK Securities, Incorporated
N/A—11,247-11,247-100%$537.3K———
Continuum Advisory, LLC
N/A—10,429-10,429-100%$498.2K———
Phoenix Financial Ltd.
N/A—10,115-10,115-100%$483.2K———
Arax Advisory Partners
N/A—9,648-9,648-100%$460.9K———
Benjamin Edwards Inc
N/A—9,324-9,324-100%$445.4K———
Integrated Wealth Concepts LLC
N/A—8,696-8,696-100%$415.4K———
Fidelis Capital Partners, LLC
N/A—8,354-8,354-100%$399.1K———
Summit Wealth Partners, LLC
N/A—7,962-7,962-100%$380.3K———
JPMorgan Chase & Co
N/A—6,959-6,959-100%$331.4K———
AssuredPartners Investment Advisors, LLC
N/A—6,937-6,937-100%$331.4K———
Captrust Financial Advisors
N/A—6,800-6,800-100%$324.8K———
Pathstone Holdings, LLC
N/A—6,720-6,720-100%$321.0K———
Forty-three Eighteen Advisors, LLC
N/A—6,657-6,657-100%$318.0K———
Sequoia Financial Advisors, LLC
N/A—6,440-6,440-100%$307.6K———
Rothschild Wealth LLC
N/A—6,360-6,360-100%$303.8K———
Talon Private Wealth, LLC
N/A—5,770-5,770-100%$275.6K———
Geneos Wealth Management Inc.
N/A—5,700-5,700-100%$272.3K———
Harbour Investments, Inc.
N/A—5,619-5,619-100%$268.4K———
Marshall Financial Group, LLC
N/A—5,367-5,367-100%$256.4K———
Faithward Advisors, LLC
N/A—4,883-4,883-100%$233.3K———
Compass Advisory Group LLC
N/A—4,354-4,354-100%$208.0K———
Kintra Wealth, LLC
N/A—4,298-4,298-100%$209.3K———
Garden State Investment Advisory Services LLC
N/A—4,285-4,285-100%$204.7K———
Steward Partners Investment Advisory, LLC
N/A—4,159-4,159-100%$198.7K———
Millstone Evans Group, LLC
N/A—3,404-3,404-100%$162.6K———
Ameriflex Group, Inc.
N/A—2,770-2,770-100%$132.3K———
JDM Financial Group LLC
N/A—2,339-2,339-100%$111.7K———
Integrity Financial Corp
N/A—1,572-1,572-100%$75.1K———
Capital Analysts, LLC
N/A—1,212-1,212-100%$51.0K———
CNB Bank
N/A—899-899-100%$42.9K———
Bank of Montreal
N/A—543-543-100%$25.9K———
Fiduciary Financial Advisors
N/A—401-401-100%$19.1K———
Bernard Wealth Management Corp.
N/A—319-319-100%$15.2K———
Oakmont Advisory Group, LLC
N/A—192-192-100%$9.2K———
Northwestern Mutual Wealth Management Co
N/A—182-182-100%$8.7K———
Showing 220 of 220 institutions