IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator U.S. Equity Power (PFEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Americana Partners, LLC
DECREASED
Shares332,230 from 334,853
Change-2,623 (-1%)
Value$14.6M (+$216.0K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares287,173 from 497,247
Change-210,074 (-42%)
Value$12.6M (-$8.8M)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
DECREASED
Shares275,307 from 281,987
Change-6,680 (-2%)
Value$12.1M (-$15.1K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares263,407 from 294,514
Change-31,107 (-11%)
Value$11.6M (-$1.1M)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares161,632 from 807,115
Change-645,483 (-80%)
Value$7.1M (-$27.6M)
Filed 2026-10-22
Southland Equity Partners LLC
DECREASED
Shares154,539 from 158,521
Change-3,982 (-3%)
Value$6.8M (-$18.5K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares150,183 from 153,233
Change-3,050 (-2%)
Value$6.6M (+$17.3K)
Filed 2026-10-08
Cornerstone Wealth, LLC
DECREASED
Shares128,462 from 130,051
Change-1,589 (-1%)
Value$5.7M (+$31.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares115,464 from 116,203
Change-739 (-1%)
Value$5.1M (+$82.0K)
Filed 2026-11-02
Weaver Consulting Group
DECREASED
Shares102,597 from 103,597
Change-1,000 (-1%)
Value$4.5M (+$58.5K)
Filed 2026-10-07
BCS Wealth Management
DECREASED
Shares102,445 from 108,358
Change-5,913 (-5%)
Value$4.5M (-$153.2K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
DECREASED
Shares89,044 from 90,613
Change-1,569 (-2%)
Value$4.0M (+$61.6K)
Filed 2026-10-09
Diligent Investors, LLC
DECREASED
Shares80,448 from 80,460
Change-12 (0%)
Value$3.5M (+$79.1K)
Filed 2026-10-21
Ascent Wealth Partners, LLC
DECREASED
Shares73,871 from 75,016
Change-1,145 (-2%)
Value$3.3M (+$23.8K)
Filed 2026-10-23
Gill Capital Partners, LLC
DECREASED
Shares68,495 from 70,645
Change-2,150 (-3%)
Value$3.0M (-$24.8K)
Filed 2026-10-13
Chris Bulman Inc
DECREASED
Shares64,283 from 70,185
Change-5,902 (-8%)
Value$2.8M (-$190.5K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares64,269 from 84,661
Change-20,392 (-24%)
Value$2.9M (-$814.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares63,611 from 28,829
Change+34,782 (+121%)
Value$2.8M (+$1.6M)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares62,656 from 62,656
Change0 (0%)
Value$2.8M (+$62.0K)
Filed 2026-10-13
KFG Wealth Management, LLC
DECREASED
Shares62,453 from 64,990
Change-2,537 (-4%)
Value$2.8M (-$47.4K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares57,403 from 58,364
Change-961 (-2%)
Value$2.5M (+$15.4K)
Filed 2026-11-05
Riverchase Wealth Management, LLC
UNCHANGED
Shares55,663 from 55,663
Change0 (0%)
Value$2.5M (+$55.1K)
Filed 2026-10-28
Blue Water Asset Management
DECREASED
Shares55,618 from 58,772
Change-3,154 (-5%)
Value$2.4M (-$80.7K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED
Shares47,861 from 50,023
Change-2,162 (-4%)
Value$2.1M (-$45.7K)
Filed 2026-10-29
Trek Financial, LLC
UNCHANGED
Shares42,740 from 42,740
Change0 (0%)
Value$1.9M (+$42.3K)
Filed 2026-10-29
Corrado Advisors, LLC
DECREASED
Shares41,434 from 42,263
Change-829 (-2%)
Value$1.8M (+$5.3K)
Filed 2026-10-27
Weaver Capital Management LLC
DECREASED
Shares39,688 from 40,578
Change-890 (-2%)
Value$1.7M (+$121.1K)
Filed 2026-10-15
Lineweaver Wealth Advisors, LLC
DECREASED
Shares38,671 from 39,497
Change-826 (-2%)
Value$1.7M (+$2.7K)
Filed 2026-10-13
PCA Investment Advisory Services Inc.
DECREASED
Shares37,730 from 37,913
Change-183 (0%)
Value$1.7M (+$29.5K)
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares37,714 from 39,493
Change-1,779 (-4%)
Value$1.7M (-$30.2K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares37,400 from 39,360
Change-1,960 (-5%)
Value$1.6M (-$47.4K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares36,940 from 37,180
Change-240 (-1%)
Value$1.6M (+$26.2K)
Filed 2026-10-14
Diversify Wealth Management, LLC
UNCHANGED
Shares36,896 from 36,896
Change0 (0%)
Value$1.6M (+$47.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares36,896 from 36,896
Change0 (0%)
Value$1.6M (+$47.4K)
Filed 2026-10-20
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares36,183 from 36,883
Change-700 (-2%)
Value$1.6M (+$5.7K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares34,811 from 34,812
Change-1 (0%)
Value$1.5M (+$34.4K)
Filed 2026-11-04
Atticus Wealth Management, LLC
DECREASED
Shares33,766 from 34,296
Change-530 (-2%)
Value$1.5M (+$10.6K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares32,757 from 15,702
Change+17,055 (+109%)
Value$1.4M (+$766.8K)
Filed 2026-10-29
BFI Wealth Solutions, LLC
DECREASED
Shares31,976 from 32,311
Change-335 (-1%)
Value$1.4M (+$17.2K)
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares31,165 from 31,165
Change0 (0%)
Value$1.4M (+$30.9K)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares31,108 from 56,936
Change-25,828 (-45%)
Value$1.4M (-$1.1M)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
DECREASED
Shares29,664 from 29,727
Change-63 (0%)
Value$1.3M (+$26.7K)
Filed 2026-11-02
Fortune Financial Group, Inc.
DECREASED
Shares28,584 from 30,019
Change-1,435 (-5%)
Value$1.3M (-$33.5K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares27,897 from 30,446
Change-2,549 (-8%)
Value$1.2M (-$82.1K)
Filed 2026-10-16
Blossom Wealth Management
UNCHANGED
Shares27,468 from 27,468
Change0 (0%)
Value$1.2M (+$27.2K)
Filed 2026-11-03
TrustBank
UNCHANGED
Shares27,125 from 27,125
Change0 (0%)
Value$1.2M (+$26.9K)
Filed 2026-10-20
CRA Financial Services, LLC
UNCHANGED
Shares26,910 from 26,910
Change0 (0%)
Value$1.2M (+$26.6K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED
Shares26,215 from 26,215
Change0 (0%)
Value$1.2M (+$26.0K)
Filed 2026-10-13
Apollon Wealth Management, LLC
UNCHANGED
Shares25,645 from 25,645
Change0 (0%)
Value$1.1M (+$25.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares24,324 from 33,422
Change-9,098 (-27%)
Value$1.1M (-$367.7K)
Filed 2026-10-08
Beacon Financial Advisory LLC
DECREASED
Shares23,188 from 26,538
Change-3,350 (-13%)
Value$1.0M (-$121.3K)
Filed 2026-10-16
Certified Advisory Corp
UNCHANGED
Shares22,595 from 22,595
Change0 (0%)
Value$995.3K (+$22.4K)
Filed 2026-10-29
McAdam, LLC
DECREASED
Shares22,249 from 22,251
Change-2 (0%)
Value$980.1K (+$21.9K)
Filed 2026-10-21
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares21,293 from 21,293
Change0 (0%)
Value$938.0K (+$21.1K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares19,644 from 19,674
Change-30 (0%)
Value$865.3K (+$18.2K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares18,327 from 18,461
Change-134 (-1%)
Value$807.3K (+$12.4K)
Filed 2026-10-28
Straight Path Wealth Management
UNCHANGED
Shares17,876 from 17,876
Change0 (0%)
Value$787.4K (+$17.7K)
Filed 2026-10-23
Keystone Wealth Services, LLC
DECREASED
Shares17,649 from 22,222
Change-4,573 (-21%)
Value$778.1K (-$178.7K)
Filed 2026-11-03
James T. Borello RIA
UNCHANGED
Shares17,213 from 17,213
Change0 (0%)
Value$758.2K (+$17.0K)
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares16,226 from 16,226
Change0 (0%)
Value$714.8K (+$16.1K)
Filed 2026-10-26
HBW Advisory Services LLC
DECREASED
Shares16,182 from 16,212
Change-30 (0%)
Value$712.8K (+$14.7K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares15,532 from 15,532
Change0 (0%)
Value$684.2K (+$15.4K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares15,137 from 15,137
Change0 (0%)
Value$666.8K (+$15.0K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares14,514 from 14,314
Change+200 (+1%)
Value$639.3K (+$23.0K)
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares14,221 from 14,221
Change0 (0%)
Value$626.4K (+$14.1K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares14,173 from 7,400
Change+6,773 (+92%)
Value$624.3K (+$305.7K)
Filed 2026-11-02
Foundry Financial Group, Inc.
UNCHANGED
Shares13,512 from 13,512
Change0 (0%)
Value$595.2K (+$13.4K)
Filed 2026-10-28
Independent Financial Group, LLC
UNCHANGED
Shares13,339 from 13,339
Change0 (0%)
Value$587.6K (+$13.2K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
DECREASED
Shares13,300 from 13,325
Change-25 (0%)
Value$585.9K (+$12.1K)
Filed 2026-10-26
Noble Wealth Management PBC
DECREASED
Shares12,433 from 14,313
Change-1,880 (-13%)
Value$547.7K (-$68.6K)
Filed 2026-10-01
Grantvest Financial Group LLC
DECREASED
Shares11,727 from 12,110
Change-383 (-3%)
Value$516.6K (-$4.9K)
Filed 2026-10-21
MMA Asset Management LLC
UNCHANGED
Shares11,364 from 11,364
Change0 (0%)
Value$500.6K (+$11.3K)
Filed 2026-11-02
Capital Square, LLC
UNCHANGED
Shares11,220 from 11,220
Change0 (0%)
Value$494.2K (+$8.5K)
Filed 2026-10-19
Triad Wealth Partners, LLC
UNCHANGED
Shares10,605 from 10,605
Change0 (0%)
Value$467.2K (+$5.5K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
UNCHANGED
Shares10,496 from 10,496
Change0 (0%)
Value$463.1K (+$11.2K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED
Shares10,430 from 10,528
Change-98 (-1%)
Value$459.5K (+$6.1K)
Filed 2026-10-08
Seros Financial, LLC
DECREASED
Shares9,459 from 11,305
Change-1,846 (-16%)
Value$416.7K (-$70.1K)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares9,150 from 9,150
Change0 (0%)
Value$403.1K (+$9.1K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
DECREASED
Shares9,106 from 9,206
Change-100 (-1%)
Value$401.1K (+$4.7K)
Filed 2026-10-13
Firestone Capital Management
UNCHANGED
Shares8,717 from 8,717
Change0 (0%)
Value$384.0K (+$8.6K)
Filed 2026-11-03
PTM Wealth Management, LLC
UNCHANGED
Shares8,484 from 8,484
Change0 (0%)
Value$377.2K (+$12.0K)
Filed 2026-10-23
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares8,143 from 9,076
Change-933 (-10%)
Value$358.7K (-$32.1K)
Filed 2026-10-13
IFS Advisors, LLC
NEW
Shares8,072
Change+8,072
Value$355.6K
Filed 2026-10-14
Three Seasons Wealth, LLC
DECREASED
Shares7,937 from 10,105
Change-2,168 (-21%)
Value$349.6K (-$85.5K)
Filed 2026-11-03
Sigma Planning Corp
UNCHANGED
Shares7,463 from 7,463
Change0 (0%)
Value$328.8K (+$7.4K)
Filed 2026-10-23
Davenport & Co LLC
UNCHANGED
Shares7,284 from 7,284
Change0 (0%)
Value$320.9K (+$7.2K)
Filed 2026-10-14
MBL Wealth, LLC
NEW
Shares7,279
Change+7,279
Value$320.6K
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares7,262 from 4,821
Change+2,441 (+51%)
Value$319.9K (+$112.3K)
Filed 2026-10-23
Global Trust Asset Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$308.4K (+$6.9K)
Filed 2026-10-19
NovaPoint Capital, LLC
UNCHANGED
Shares5,995 from 5,995
Change0 (0%)
Value$264.1K (+$5.9K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
DECREASED
Shares5,844 from 6,120
Change-276 (-5%)
Value$257.4K (-$6.1K)
Filed 2026-10-15
Goldstein Advisors, LLC
NEW
Shares5,728
Change+5,728
Value$252.3K
Filed 2026-10-15
Clay Northam Wealth Management, LLC
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$235.7K (+$5.3K)
Filed 2026-10-13
Cypress Wealth Services, LLC
UNCHANGED
Shares5,244 from 5,244
Change0 (0%)
Value$233.1K (+$7.3K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
UNCHANGED
Shares5,218 from 5,218
Change0 (0%)
Value$229.9K (+$5.2K)
Filed 2026-11-02
Milestone Asset Management, LLC
DECREASED
Shares5,024 from 5,738
Change-714 (-12%)
Value$221.3K (-$25.8K)
Filed 2026-10-15
Pacific Park Financial, Inc.
DECREASED
Shares4,881 from 5,981
Change-1,100 (-18%)
Value$215.0K (-$42.5K)
Filed 2026-10-13
ATX Financial Planning, LLC
UNCHANGED
Shares4,862 from 4,862
Change0 (0%)
Value$214.2K (+$4.8K)
Filed 2026-10-14
Bison Wealth, LLC
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$212.1K (+$6.5K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares4,568 from 5,052
Change-484 (-10%)
Value$202.5K (-$15.1K)
Filed 2026-10-15
JIM Saulnier & Associates, LLC
NEW
Shares4,544
Change+4,544
Value$200.2K
Filed 2026-11-04
Keystone Financial Group, Inc.
DECREASED
Shares4,439 from 7,256
Change-2,817 (-39%)
Value$195.5K (-$116.9K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED
Shares3,976 from 3,976
Change0 (0%)
Value$175.1K (+$3.9K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED
Shares3,070 from 3,435
Change-365 (-11%)
Value$135.0K (-$13.0K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED
Shares2,629 from 4,035
Change-1,406 (-35%)
Value$115.8K (-$57.9K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
DECREASED
Shares2,543 from 3,077
Change-534 (-17%)
Value$112.0K (-$20.5K)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares2,242
Change+2,242
Value$98.8K
Filed 2026-11-05
Reicon Wealth Advisors, LLC
DECREASED
Shares1,800 from 2,000
Change-200 (-10%)
Value$79.3K (-$6.8K)
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$67.6K (+$1.5K)
Filed 2026-11-05
IMG Wealth Management, Inc.
DECREASED
Shares1,398 from 1,403
Change-5 (0%)
Value$61.6K (+$1.2K)
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$52.9K (+$1.2K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$51.9K (+$1.2K)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$45.6K (+$1.0K)
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$30.8K (+$686)
Filed 2026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$23.8K (+$536)
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$19.8K (+$446)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$13.9K (+$313)
Filed 2026-11-04
BigSur Wealth Management LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$8.4K (+$189)
Filed 2026-10-13
Elevated Capital Advisors, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$8.1K (+$183)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares149
Change+149
Value$6.6K
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.8K (+$41)
Filed 2026-10-14
Assetmark, Inc
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.6K (+$37)
Filed 2026-10-21
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 9,038
Change-9,038 (-100%)
Value$0 (-$389.2K)
Filed 2026-10-16
Vestment Financial LLC
CLOSED
Shares0 from 8,743
Change-8,743 (-100%)
Value$0 (-$377.7K)
Filed 2026-10-13
Lido Advisors, LLC
CLOSED
Shares0 from 7,980
Change-7,980 (-100%)
Value$0 (-$343.6K)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 3,475
Change-3,475 (-100%)
Value$0 (-$149.6K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
Alliancebernstein L.P.
N/A
Shares— from 3,760,966
Change-3,760,966 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,708,761
Change-1,708,761 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,233,116
Change-1,233,116 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 450,307
Change-450,307 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 321,563
Change-321,563 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 321,366
Change-321,366 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 260,956
Change-260,956 (-100%)
Value—
Blair William & Co
N/A
Shares— from 236,401
Change-236,401 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 223,105
Change-223,105 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 220,288
Change-220,288 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 192,620
Change-192,620 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 167,184
Change-167,184 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 158,463
Change-158,463 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 118,670
Change-118,670 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 109,156
Change-109,156 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 100,492
Change-100,492 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 92,080
Change-92,080 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 84,345
Change-84,345 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 75,616
Change-75,616 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 74,407
Change-74,407 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 73,847
Change-73,847 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 73,605
Change-73,605 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 69,189
Change-69,189 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 65,779
Change-65,779 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 59,530
Change-59,530 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 57,691
Change-57,691 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 56,777
Change-56,777 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 53,031
Change-53,031 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,152
Change-48,152 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 47,305
Change-47,305 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 45,430
Change-45,430 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 45,200
Change-45,200 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 42,128
Change-42,128 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 38,133
Change-38,133 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 37,428
Change-37,428 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 35,947
Change-35,947 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,645
Change-35,645 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 34,277
Change-34,277 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 34,064
Change-34,064 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,941
Change-31,941 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 29,672
Change-29,672 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 28,134
Change-28,134 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 28,073
Change-28,073 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 27,696
Change-27,696 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 27,521
Change-27,521 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25,692
Change-25,692 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 23,296
Change-23,296 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 20,776
Change-20,776 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 20,624
Change-20,624 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,006
Change-20,006 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,004
Change-20,004 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 19,693
Change-19,693 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,643
Change-19,643 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 18,986
Change-18,986 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,759
Change-18,759 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 18,616
Change-18,616 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 18,585
Change-18,585 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 18,292
Change-18,292 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 17,736
Change-17,736 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,060
Change-16,060 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 15,384
Change-15,384 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 15,029
Change-15,029 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,083
Change-14,083 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,483
Change-13,483 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,366
Change-13,366 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 13,223
Change-13,223 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 10,194
Change-10,194 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,984
Change-9,984 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,663
Change-9,663 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,054
Change-7,054 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 723
Change-723 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 676
Change-676 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Americana Partners, LLC
DECREASED332,230334,853-2,623-1%$14.4M$14.6M+$216.0K2026-10-28
Commonwealth Equity Services, LLC
DECREASED287,173497,247-210,074-42%$21.4M$12.6M-$8.8M2026-11-02
Integrity Advisory Solutions, LLC
DECREASED275,307281,987-6,680-2%$12.1M$12.1M-$15.1K2026-10-29
Kestra Advisory Services, LLC
DECREASED263,407294,514-31,107-11%$12.7M$11.6M-$1.1M2026-11-02
Brookstone Capital Management
DECREASED161,632807,115-645,483-80%$34.8M$7.1M-$27.6M2026-10-22
Southland Equity Partners LLC
DECREASED154,539158,521-3,982-3%$6.8M$6.8M-$18.5K2026-10-14
CoreCap Advisors, LLC
DECREASED150,183153,233-3,050-2%$6.6M$6.6M+$17.3K2026-10-08
Cornerstone Wealth, LLC
DECREASED128,462130,051-1,589-1%$5.6M$5.7M+$31.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED115,464116,203-739-1%$5.0M$5.1M+$82.0K2026-11-02
Weaver Consulting Group
DECREASED102,597103,597-1,000-1%$4.5M$4.5M+$58.5K2026-10-07
BCS Wealth Management
DECREASED102,445108,358-5,913-5%$4.7M$4.5M-$153.2K2026-11-03
Castle Rock Wealth Management, LLC
DECREASED89,04490,613-1,569-2%$3.9M$4.0M+$61.6K2026-10-09
Diligent Investors, LLC
DECREASED80,44880,460-120%$3.5M$3.5M+$79.1K2026-10-21
Ascent Wealth Partners, LLC
DECREASED73,87175,016-1,145-2%$3.2M$3.3M+$23.8K2026-10-23
Gill Capital Partners, LLC
DECREASED68,49570,645-2,150-3%$3.0M$3.0M-$24.8K2026-10-13
Chris Bulman Inc
DECREASED64,28370,185-5,902-8%$3.0M$2.8M-$190.5K2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED64,26984,661-20,392-24%$3.7M$2.9M-$814.0K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED63,61128,829+34,782+121%$1.2M$2.8M+$1.6M2026-10-16
Forvis Mazars Wealth Advisors, LLC
UNCHANGED62,65662,65600%$2.7M$2.8M+$62.0K2026-10-13
KFG Wealth Management, LLC
DECREASED62,45364,990-2,537-4%$2.8M$2.8M-$47.4K2026-10-16
Nations Financial Group Inc,
DECREASED57,40358,364-961-2%$2.5M$2.5M+$15.4K2026-11-05
Riverchase Wealth Management, LLC
UNCHANGED55,66355,66300%$2.4M$2.5M+$55.1K2026-10-28
Blue Water Asset Management
DECREASED55,61858,772-3,154-5%$2.5M$2.4M-$80.7K2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED47,86150,023-2,162-4%$2.2M$2.1M-$45.7K2026-10-29
Trek Financial, LLC
UNCHANGED42,74042,74000%$1.8M$1.9M+$42.3K2026-10-29
Corrado Advisors, LLC
DECREASED41,43442,263-829-2%$1.8M$1.8M+$5.3K2026-10-27
Weaver Capital Management LLC
DECREASED39,68840,578-890-2%$1.6M$1.7M+$121.1K2026-10-15
Lineweaver Wealth Advisors, LLC
DECREASED38,67139,497-826-2%$1.7M$1.7M+$2.7K2026-10-13
PCA Investment Advisory Services Inc.
DECREASED37,73037,913-1830%$1.6M$1.7M+$29.5K2026-10-13
Global Assets Advisory, LLC
DECREASED37,71439,493-1,779-4%$1.7M$1.7M-$30.2K2026-10-28
Archer Investment Corp
DECREASED37,40039,360-1,960-5%$1.7M$1.6M-$47.4K2026-11-05
Patriot Financial Group Insurance Agency, LLC
DECREASED36,94037,180-240-1%$1.6M$1.6M+$26.2K2026-10-14
Diversify Wealth Management, LLC
UNCHANGED36,89636,89600%$1.6M$1.6M+$47.4K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED36,89636,89600%$1.6M$1.6M+$47.4K2026-10-20
Pinnacle Wealth Management Group, Inc.
DECREASED36,18336,883-700-2%$1.6M$1.6M+$5.7K2026-10-15
Visionary Wealth Advisors
DECREASED34,81134,812-10%$1.5M$1.5M+$34.4K2026-11-04
Atticus Wealth Management, LLC
DECREASED33,76634,296-530-2%$1.5M$1.5M+$10.6K2026-10-20
Vise Technologies, Inc.
INCREASED32,75715,702+17,055+109%$676.1K$1.4M+$766.8K2026-10-29
BFI Wealth Solutions, LLC
DECREASED31,97632,311-335-1%$1.4M$1.4M+$17.2K2026-10-16
Spire Wealth Management
UNCHANGED31,16531,16500%$1.3M$1.4M+$30.9K2026-10-30
Truist Financial Corp
DECREASED31,10856,936-25,828-45%$2.5M$1.4M-$1.1M2026-10-30
Cornerstone Wealth Group, LLC
DECREASED29,66429,727-630%$1.3M$1.3M+$26.7K2026-11-02
Fortune Financial Group, Inc.
DECREASED28,58430,019-1,435-5%$1.3M$1.3M-$33.5K2026-10-22
IFP Advisors, Inc
DECREASED27,89730,446-2,549-8%$1.3M$1.2M-$82.1K2026-10-16
Blossom Wealth Management
UNCHANGED27,46827,46800%$1.2M$1.2M+$27.2K2026-11-03
TrustBank
UNCHANGED27,12527,12500%$1.2M$1.2M+$26.9K2026-10-20
CRA Financial Services, LLC
UNCHANGED26,91026,91000%$1.2M$1.2M+$26.6K2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED26,21526,21500%$1.1M$1.2M+$26.0K2026-10-13
Apollon Wealth Management, LLC
UNCHANGED25,64525,64500%$1.1M$1.1M+$25.4K2026-10-23
Farther Finance Advisors, LLC
DECREASED24,32433,422-9,098-27%$1.4M$1.1M-$367.7K2026-10-08
Beacon Financial Advisory LLC
DECREASED23,18826,538-3,350-13%$1.1M$1.0M-$121.3K2026-10-16
Certified Advisory Corp
UNCHANGED22,59522,59500%$972.9K$995.3K+$22.4K2026-10-29
McAdam, LLC
DECREASED22,24922,251-20%$958.1K$980.1K+$21.9K2026-10-21
Global Strategic Investment Solutions, LLC
UNCHANGED21,29321,29300%$916.9K$938.0K+$21.1K2026-10-16
Focus Financial Network, Inc.
DECREASED19,64419,674-300%$847.2K$865.3K+$18.2K2026-10-14
MGO One Seven LLC
DECREASED18,32718,461-134-1%$794.9K$807.3K+$12.4K2026-10-28
Straight Path Wealth Management
UNCHANGED17,87617,87600%$769.7K$787.4K+$17.7K2026-10-23
Keystone Wealth Services, LLC
DECREASED17,64922,222-4,573-21%$956.9K$778.1K-$178.7K2026-11-03
James T. Borello RIA
UNCHANGED17,21317,21300%$741.2K$758.2K+$17.0K2026-10-16
Chapman Financial Group, LLC
UNCHANGED16,22616,22600%$698.7K$714.8K+$16.1K2026-10-26
HBW Advisory Services LLC
DECREASED16,18216,212-300%$698.1K$712.8K+$14.7K2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED15,53215,53200%$668.8K$684.2K+$15.4K2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED15,13715,13700%$651.8K$666.8K+$15.0K2026-10-23
Axxcess Wealth Management, LLC
INCREASED14,51414,314+200+1%$616.4K$639.3K+$23.0K2026-10-21
Valtinson Bruner Financial Planning LLC
UNCHANGED14,22114,22100%$612.4K$626.4K+$14.1K2026-11-02
Creative Planning
INCREASED14,1737,400+6,773+92%$318.6K$624.3K+$305.7K2026-11-02
Foundry Financial Group, Inc.
UNCHANGED13,51213,51200%$581.8K$595.2K+$13.4K2026-10-28
Independent Financial Group, LLC
UNCHANGED13,33913,33900%$574.4K$587.6K+$13.2K2026-10-13
Ballast Rock Private Wealth LLC
DECREASED13,30013,325-250%$573.8K$585.9K+$12.1K2026-10-26
Noble Wealth Management PBC
DECREASED12,43314,313-1,880-13%$616.3K$547.7K-$68.6K2026-10-01
Grantvest Financial Group LLC
DECREASED11,72712,110-383-3%$521.5K$516.6K-$4.9K2026-10-21
MMA Asset Management LLC
UNCHANGED11,36411,36400%$489.3K$500.6K+$11.3K2026-11-02
Capital Square, LLC
UNCHANGED11,22011,22000%$485.7K$494.2K+$8.5K2026-10-19
Triad Wealth Partners, LLC
UNCHANGED10,60510,60500%$461.6K$467.2K+$5.5K2026-10-26
Chicago Partners Investment Group LLC
UNCHANGED10,49610,49600%$451.9K$463.1K+$11.2K2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED10,43010,528-98-1%$453.3K$459.5K+$6.1K2026-10-08
Seros Financial, LLC
DECREASED9,45911,305-1,846-16%$486.8K$416.7K-$70.1K2026-10-21
Creative Financial Designs Inc
UNCHANGED9,1509,15000%$394.0K$403.1K+$9.1K2026-11-04
Fiduciary Financial Group, LLC
DECREASED9,1069,206-100-1%$396.4K$401.1K+$4.7K2026-10-13
Firestone Capital Management
UNCHANGED8,7178,71700%$375.4K$384.0K+$8.6K2026-11-03
PTM Wealth Management, LLC
UNCHANGED8,4848,48400%$365.2K$377.2K+$12.0K2026-10-23
Blue Sky Capital Consultants Group, Inc.
DECREASED8,1439,076-933-10%$390.8K$358.7K-$32.1K2026-10-13
IFS Advisors, LLC
NEW8,072—+8,072——$355.6K—2026-10-14
Three Seasons Wealth, LLC
DECREASED7,93710,105-2,168-21%$435.1K$349.6K-$85.5K2026-11-03
Sigma Planning Corp
UNCHANGED7,4637,46300%$321.4K$328.8K+$7.4K2026-10-23
Davenport & Co LLC
UNCHANGED7,2847,28400%$313.6K$320.9K+$7.2K2026-10-14
MBL Wealth, LLC
NEW7,279—+7,279——$320.6K—2026-10-22
Simplicity Wealth,LLC
INCREASED7,2624,821+2,441+51%$207.6K$319.9K+$112.3K2026-10-23
Global Trust Asset Management, LLC
UNCHANGED7,0007,00000%$301.4K$308.4K+$6.9K2026-10-19
NovaPoint Capital, LLC
UNCHANGED5,9955,99500%$258.1K$264.1K+$5.9K2026-10-22
WealthPlan Investment Management, LLC
DECREASED5,8446,120-276-5%$263.5K$257.4K-$6.1K2026-10-15
Goldstein Advisors, LLC
NEW5,728—+5,728——$252.3K—2026-10-15
Clay Northam Wealth Management, LLC
UNCHANGED5,3505,35000%$230.4K$235.7K+$5.3K2026-10-13
Cypress Wealth Services, LLC
UNCHANGED5,2445,24400%$225.8K$233.1K+$7.3K2026-10-21
BridgePort Financial Solutions, LLC
UNCHANGED5,2185,21800%$224.7K$229.9K+$5.2K2026-11-02
Milestone Asset Management, LLC
DECREASED5,0245,738-714-12%$247.1K$221.3K-$25.8K2026-10-15
Pacific Park Financial, Inc.
DECREASED4,8815,981-1,100-18%$257.5K$215.0K-$42.5K2026-10-13
ATX Financial Planning, LLC
UNCHANGED4,8624,86200%$209.4K$214.2K+$4.8K2026-10-14
Bison Wealth, LLC
UNCHANGED4,7604,76000%$205.6K$212.1K+$6.5K2026-10-13
AdvisorNet Financial, Inc
DECREASED4,5685,052-484-10%$217.5K$202.5K-$15.1K2026-10-15
JIM Saulnier & Associates, LLC
NEW4,544—+4,544——$200.2K—2026-11-04
Keystone Financial Group, Inc.
DECREASED4,4397,256-2,817-39%$312.4K$195.5K-$116.9K2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED3,9763,97600%$171.2K$175.1K+$3.9K2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED3,0703,435-365-11%$148.0K$135.0K-$13.0K2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED2,6294,035-1,406-35%$173.7K$115.8K-$57.9K2026-11-02
Financial Network Wealth Advisors LLC
DECREASED2,5433,077-534-17%$132.5K$112.0K-$20.5K2026-10-28
Jacobi Capital Management LLC
NEW2,242—+2,242——$98.8K—2026-11-05
Reicon Wealth Advisors, LLC
DECREASED1,8002,000-200-10%$86.1K$79.3K-$6.8K2026-11-04
Evermay Wealth Management LLC
UNCHANGED1,5341,53400%$66.1K$67.6K+$1.5K2026-11-05
IMG Wealth Management, Inc.
DECREASED1,3981,403-50%$60.4K$61.6K+$1.2K2026-10-27
PFS Partners, LLC
UNCHANGED1,2001,20000%$51.7K$52.9K+$1.2K2026-10-21
Ashton Thomas Private Wealth, LLC
UNCHANGED1,1781,17800%$50.7K$51.9K+$1.2K2026-11-03
Evolution Wealth Management Inc.
UNCHANGED1,0361,03600%$44.6K$45.6K+$1.0K2026-10-28
City Holding Co
UNCHANGED70070000%$30.1K$30.8K+$6862026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED54154100%$23.3K$23.8K+$5362026-10-21
Lanark Financial, Inc.
UNCHANGED45045000%$19.4K$19.8K+$4462026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED31631600%$13.6K$13.9K+$3132026-11-04
BigSur Wealth Management LLC
UNCHANGED19019000%$8.2K$8.4K+$1892026-10-13
Elevated Capital Advisors, LLC
UNCHANGED18518500%$8.0K$8.1K+$1832026-11-04
Provenance Wealth Advisors, LLC
NEW149—+149——$6.6K—2026-10-30
Triumph Capital Management
UNCHANGED414100%$1.8K$1.8K+$412026-10-14
Assetmark, Inc
UNCHANGED373700%$1.6K$1.6K+$372026-10-21
AlphaStar Capital Management, LLC
CLOSED09,038-9,038-100%$389.2K$0-$389.2K2026-10-16
Vestment Financial LLC
CLOSED08,743-8,743-100%$377.7K$0-$377.7K2026-10-13
Lido Advisors, LLC
CLOSED07,980-7,980-100%$343.6K$0-$343.6K2026-11-04
Bullseye Investment Management, LLC
CLOSED03,475-3,475-100%$149.6K$0-$149.6K2026-10-29
GHP Investment Advisors, Inc.
CLOSED048-48-100%$2.1K$0-$2.1K2026-10-15
Alliancebernstein L.P.
N/A—3,760,966-3,760,966-100%$150.8M———
Penserra Capital Management LLC
N/A—1,708,761-1,708,761-100%$73.6M———
Osaic Holdings, Inc.
N/A—1,233,116-1,233,116-100%$53.1M———
Focus Partners Wealth
N/A—450,307-450,307-100%$19.4M———
Raymond James Financial Inc
N/A—321,563-321,563-100%$13.8M———
LPL Financial LLC
N/A—321,366-321,366-100%$13.8M———
Cetera Investment Advisers
N/A—260,956-260,956-100%$11.2M———
Blair William & Co
N/A—236,401-236,401-100%$10.2M———
Beacon Pointe Advisors, LLC
N/A—223,105-223,105-100%$9.6M———
Envestnet Asset Management Inc
N/A—220,288-220,288-100%$9.5M———
Cassady Wealth & Retirement Planning, LLC
N/A—192,620-192,620-100%$8.3M———
HighTower Advisors, LLC
N/A—167,184-167,184-100%$7.2M———
World Investment Advisors
N/A—158,463-158,463-100%$6.4M———
Advisory Alpha, LLC
N/A—118,670-118,670-100%$5.1M———
MML Investors Services, LLC
N/A—109,156-109,156-100%$4.7M———
Vestmark Advisory Solutions, Inc.
N/A—100,492-100,492-100%$4.3M———
Keating Financial Advisory Services, Inc.
N/A—92,080-92,080-100%$4.0M———
MTM Financial Group, LLC
N/A—84,345-84,345-100%$3.6M———
Cerity Partners LLC
N/A—75,616-75,616-100%$3.3M———
AE Wealth Management LLC
N/A—74,407-74,407-100%$3.2M———
Advisory Services Network, LLC
N/A—73,847-73,847-100%$3.2M———
Yarger Wealth Strategies, LLC
N/A—73,605-73,605-100%$3.2M———
Janney Montgomery Scott LLC
N/A—69,189-69,189-100%$3.0M———
MAI Capital Management
N/A—65,779-65,779-100%$2.8M———
Bellwether Advisors, LLC
N/A—59,530-59,530-100%$2.6M———
Tradition Wealth Management, LLC
N/A—57,691-57,691-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—56,777-56,777-100%$2.4M———
Cresset Asset Management, LLC
N/A—53,031-53,031-100%$2.3M———
Capital Analysts, LLC
N/A—48,152-48,152-100%$2.1M———
Stratos Wealth Advisors, LLC
N/A—47,305-47,305-100%$2.0M———
Wealth Alliance, LLC
N/A—45,430-45,430-100%$2.0M———
CreativeOne Wealth, LLC
N/A—45,200-45,200-100%$1.9M———
Foundations Investment Advisors, LLC
N/A—42,128-42,128-100%$1.8M———
FSA Advisors, Inc.
N/A—38,133-38,133-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—37,428-37,428-100%$1.6M———
HRT Financial LP
N/A—35,947-35,947-100%$1.5M———
Citadel Advisors LLC
N/A—35,645-35,645-100%$1.5M———
Mercer Global Advisors Inc
N/A—34,277-34,277-100%$1.5M———
NewEdge Advisors, LLC
N/A—34,064-34,064-100%$1.5M———
Arkadios Wealth Advisors
N/A—31,941-31,941-100%$1.4M———
Lakeridge Wealth Management LLC
N/A—29,672-29,672-100%$1.3M———
Phoenix Financial Ltd.
N/A—28,134-28,134-100%$1.2M———
First Commonwealth Financial Corp
N/A—28,073-28,073-100%$1.2M———
Composition Wealth, LLC
N/A—27,696-27,696-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—27,521-27,521-100%$1.2M———
Continuum Advisory, LLC
N/A—25,692-25,692-100%$1.1M———
Forty-three Eighteen Advisors, LLC
N/A—23,296-23,296-100%$1.0M———
Cofg Advisors, LLC
N/A—20,776-20,776-100%$894.6K———
Orion Capital Management LLC
N/A—20,624-20,624-100%$888.1K———
Principal Securities, Inc.
N/A—20,006-20,006-100%$861.5K———
Belpointe Asset Management LLC
N/A—20,004-20,004-100%$861.4K———
Bcgm Wealth Management, LLC
N/A—19,693-19,693-100%$848.0K———
Arax Advisory Partners
N/A—19,643-19,643-100%$845.8K———
Lifeworks Advisors, LLC
N/A—18,986-18,986-100%$817.5K———
Kingsview Wealth Management, LLC
N/A—18,759-18,759-100%$807.8K———
Valmark Advisers, Inc.
N/A—18,616-18,616-100%$801.6K———
Frisch Financial Group, Inc.
N/A—18,585-18,585-100%$800.3K———
FreeGulliver LLC
N/A—18,292-18,292-100%$787.7K———
Bedel Financial Consulting, Inc.
N/A—17,736-17,736-100%$763.7K———
Old Mission Capital LLC
N/A—16,060-16,060-100%$691.5K———
Triton Financial Group Inc
N/A—15,384-15,384-100%$662.4K———
Dakota Wealth Management
N/A—15,029-15,029-100%$647.1K———
Royal Bank of Canada
N/A—14,083-14,083-100%$606.0K———
Jane Street Group, LLC
N/A—13,483-13,483-100%$580.6K———
IHT Wealth Management, LLC
N/A—13,366-13,366-100%$575.5K———
New Republic Capital, LLC
N/A—13,223-13,223-100%$569.4K———
Wood Tarver Financial Group, LLC
N/A—11,483-11,483-100%$494.0K———
Susquehanna International Group, LLP
N/A—11,058-11,058-100%$476.2K———
WPWealth LLP
N/A—10,194-10,194-100%$439.0K———
Thoroughbred Financial Services, LLC
N/A—10,000-10,000-100%$430.0K———
Silver OAK Securities, Incorporated
N/A—9,984-9,984-100%$429.9K———
Benjamin Edwards Inc
N/A—9,690-9,690-100%$417.3K———
Waterloo Capital, L.P.
N/A—9,663-9,663-100%$416.1K———
Harbour Investments, Inc.
N/A—9,562-9,562-100%$411.7K———
Apriem Advisors
N/A—9,150-9,150-100%$394.0K———
AQR Capital Management LLC
N/A—8,875-8,875-100%$382.2K———
WorthPointe, LLC
N/A—8,515-8,515-100%$366.7K———
Ausdal Financial Partners, Inc.
N/A—8,419-8,419-100%$362.5K———
Mutual Advisors, LLC
N/A—8,350-8,350-100%$359.6K———
Merit Financial Group, LLC
N/A—8,260-8,260-100%$355.7K———
Faithward Advisors, LLC
N/A—7,851-7,851-100%$338.1K———
WealthShield Partners, LLC
N/A—7,481-7,481-100%$322.1K———
Summit Wealth Partners, LLC
N/A—7,054-7,054-100%$303.7K———
Crux Wealth Advisors
N/A—6,971-6,971-100%$300.2K———
JPMorgan Chase & Co
N/A—6,843-6,843-100%$293.8K———
Prasad Wealth Partners, LLC
N/A—6,730-6,730-100%$289.8K———
Gladstone Institutional Advisory LLC
N/A—6,600-6,600-100%$284.2K———
Rothschild Wealth LLC
N/A—6,558-6,558-100%$282.4K———
Talon Private Wealth, LLC
N/A—6,410-6,410-100%$276.0K———
Madison Wealth Partners, Inc
N/A—6,319-6,319-100%$272.1K———
Vista Investment Management
N/A—6,092-6,092-100%$262.3K———
Clearstead Advisors, LLC
N/A—6,076-6,076-100%$261.6K———
Ameritas Advisory Services, LLC
N/A—6,067-6,067-100%$261.2K———
Captrust Financial Advisors
N/A—5,777-5,777-100%$248.8K———
Nikulski Financial, Inc.
N/A—5,315-5,315-100%$228.9K———
Cannell & Spears LLC
N/A—4,873-4,873-100%$209.8K———
PlanVest Financial, Inc
N/A—2,387-2,387-100%$102.8K———
Steward Partners Investment Advisory, LLC
N/A—2,367-2,367-100%$101.9K———
JDM Financial Group LLC
N/A—2,154-2,154-100%$92.8K———
Rothschild Investment LLC
N/A—1,950-1,950-100%$84.0K———
Atlantic Private Wealth, LLC
N/A—1,710-1,710-100%$73.6K———
Aptus Capital Advisors, LLC
N/A—1,475-1,475-100%$63.5K———
Fiduciary Financial Advisors
N/A—1,366-1,366-100%$58.8K———
Bernard Wealth Management Corp.
N/A—1,074-1,074-100%$46.2K———
Morgan Stanley
N/A—723-723-100%$31.1K———
Bank of Montreal
N/A—676-676-100%$29.1K———
Oakmont Advisory Group, LLC
N/A—96-96-100%$4.1K———
Barclays PLC
N/A—1-1-100%$43———
Showing 235 of 235 institutions