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Innovator Growth 100 Power B (NJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares198,362 from 209,066
Change-10,704 (-5%)
Value$12.0M (-$302.5K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares189,786 from 113,216
Change+76,570 (+68%)
Value$11.5M (+$4.8M)
Filed 2026-11-02
Encompass More Asset Management
DECREASED
Shares176,850 from 181,118
Change-4,268 (-2%)
Value$10.7M (+$41.7K)
Filed 2026-10-16
Cornerstone Wealth, LLC
DECREASED
Shares137,770 from 138,014
Change-244 (0%)
Value$8.3M (+$144.1K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
INCREASED
Shares115,970 from 114,409
Change+1,561 (+1%)
Value$7.0M (+$284.6K)
Filed 2026-10-20
Hofer & Associates. Inc
NEW
Shares108,301
Change+108,301
Value$6.6M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares108,301 from 107,014
Change+1,287 (+1%)
Value$6.6M (+$255.7K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares101,610 from 116,375
Change-14,765 (-13%)
Value$6.2M (-$702.8K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares92,198 from 89,804
Change+2,394 (+3%)
Value$5.6M (+$294.3K)
Filed 2026-11-06
AdvisorNet Financial, Inc
UNCHANGED
Shares80,505 from 80,505
Change0 (0%)
Value$4.9M (+$136.9K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares64,847 from 68,180
Change-3,333 (-5%)
Value$3.9M (-$89.0K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
INCREASED
Shares56,728 from 52,802
Change+3,926 (+7%)
Value$3.4M (+$333.8K)
Filed 2026-10-28
Diligent Investors, LLC
DECREASED
Shares47,968 from 49,129
Change-1,161 (-2%)
Value$2.9M (+$11.1K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED
Shares33,100 from 33,995
Change-895 (-3%)
Value$2.0M (+$2.1K)
Filed 2026-10-23
My Personal CFO, LLC
DECREASED
Shares32,000 from 36,000
Change-4,000 (-11%)
Value$1.9M (-$183.0K)
Filed 2026-10-14
Crown Wealth Group, LLC
DECREASED
Shares28,596 from 38,337
Change-9,741 (-25%)
Value$1.7M (-$527.4K)
Filed 2026-10-19
Advus Financial Partners, LLC
INCREASED
Shares25,264 from 24,852
Change+412 (+2%)
Value$1.5M (+$66.3K)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares24,059 from 24,515
Change-456 (-2%)
Value$1.5M (+$13.0K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares22,293 from 22,297
Change-4 (0%)
Value$1.4M (+$36.8K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares20,892 from 21,319
Change-427 (-2%)
Value$1.3M (+$9.5K)
Filed 2026-10-14
Triumph Capital Management
DECREASED
Shares20,183 from 23,471
Change-3,288 (-14%)
Value$1.2M (-$160.5K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares17,565 from 17,565
Change0 (0%)
Value$1.1M (+$34.4K)
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares15,447 from 16,680
Change-1,233 (-7%)
Value$942.5K (-$37.8K)
Filed 2026-10-28
Todd Wealth Management, LLC
DECREASED
Shares15,394 from 16,391
Change-997 (-6%)
Value$934.1K (-$33.3K)
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares14,998 from 13,518
Change+1,480 (+11%)
Value$910.1K (+$112.2K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares14,460 from 14,060
Change+400 (+3%)
Value$877.4K (+$47.6K)
Filed 2026-11-04
Clear Point Advisors Inc.
NEW
Shares14,263
Change+14,263
Value$865.5K
Filed 2026-10-30
CWC Advisors, Llc.
DECREASED
Shares13,909 from 14,226
Change-317 (-2%)
Value$844.0K (+$4.4K)
Filed 2026-10-15
Berkshire Money Management, Inc.
UNCHANGED
Shares12,055 from 12,055
Change0 (0%)
Value$731.5K (+$20.0K)
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares10,555 from 12,017
Change-1,462 (-12%)
Value$640.5K (-$68.8K)
Filed 2026-11-06
Liberty Atlantic Advisors LLC
DECREASED
Shares10,509 from 12,400
Change-1,891 (-15%)
Value$637.7K (-$94.2K)
Filed 2026-10-14
CRA Financial Services, LLC
UNCHANGED
Shares9,675 from 9,675
Change0 (0%)
Value$587.1K (+$16.1K)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares9,568 from 9,633
Change-65 (-1%)
Value$580.6K (+$12.0K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares7,890 from 7,898
Change-8 (0%)
Value$478.8K (+$12.6K)
Filed 2026-10-23
TrustBank
DECREASED
Shares7,881 from 7,938
Change-57 (-1%)
Value$478.2K (+$9.7K)
Filed 2026-10-20
Keystone Wealth Services, LLC
UNCHANGED
Shares7,471 from 7,471
Change0 (0%)
Value$453.1K (+$12.2K)
Filed 2026-11-03
Advisor OS, LLC
DECREASED
Shares7,260 from 7,989
Change-729 (-9%)
Value$440.5K (-$31.0K)
Filed 2026-11-03
Fortune Financial Group, Inc.
UNCHANGED
Shares7,036 from 7,036
Change0 (0%)
Value$426.9K (+$11.7K)
Filed 2026-10-22
MGO One Seven LLC
UNCHANGED
Shares6,086 from 6,086
Change0 (0%)
Value$369.3K (+$10.1K)
Filed 2026-10-28
Corrado Advisors, LLC
UNCHANGED
Shares5,928 from 5,928
Change0 (0%)
Value$359.7K (+$9.8K)
Filed 2026-10-27
Visionary Wealth Advisors
DECREASED
Shares5,782 from 6,296
Change-514 (-8%)
Value$350.9K (-$20.7K)
Filed 2026-11-04
BCS Wealth Management
UNCHANGED
Shares5,372 from 5,372
Change0 (0%)
Value$326.0K (+$8.9K)
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares5,172 from 5,188
Change-16 (0%)
Value$313.8K (+$7.6K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares4,939 from 5,092
Change-153 (-3%)
Value$299.7K (-$773)
Filed 2026-10-23
Seven Hills Financial, LLC
NEW
Shares4,893
Change+4,893
Value$296.9K
Filed 2026-10-13
Arlington Capital Management Inc
DECREASED
Shares4,840 from 5,255
Change-415 (-8%)
Value$293.7K (-$16.5K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
UNCHANGED
Shares4,735 from 4,735
Change0 (0%)
Value$287.3K (+$7.9K)
Filed 2026-10-13
NWF Advisory Services Inc.
DECREASED
Shares4,560 from 4,590
Change-30 (-1%)
Value$276.7K (+$5.8K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares4,175 from 3,497
Change+678 (+19%)
Value$253.3K (+$46.9K)
Filed 2026-10-20
Optimist Retirement Group LLC
UNCHANGED
Shares4,078 from 4,078
Change0 (0%)
Value$247.5K (+$6.8K)
Filed 2026-10-30
Retirement Guys Formula LLC
UNCHANGED
Shares3,847 from 3,847
Change0 (0%)
Value$233.4K (+$6.4K)
Filed 2026-10-26
Retirement Planning Group, LLC
UNCHANGED
Shares3,519 from 3,519
Change0 (0%)
Value$213.5K (+$5.8K)
Filed 2026-10-19
Cambridge Advisors Inc.
DECREASED
Shares3,471 from 3,731
Change-260 (-7%)
Value$210.6K (-$9.6K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
UNCHANGED
Shares3,462 from 3,462
Change0 (0%)
Value$210.1K (+$5.7K)
Filed 2026-10-21
TopTier Wealth Management, LLC
DECREASED
Shares3,445 from 4,768
Change-1,323 (-28%)
Value$209.0K (-$72.4K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares3,434 from 4,051
Change-617 (-15%)
Value$208.4K (-$30.7K)
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares2,851 from 2,851
Change0 (0%)
Value$173.0K (+$4.7K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$93.9K (+$2.6K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$93.1K (+$2.5K)
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$92.4K (+$2.5K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares1,476
Change+1,476
Value$89.6K
Filed 2026-11-05
Independence Bank of Kentucky
NEW
Shares1,003
Change+1,003
Value$60.9K
Filed 2026-10-26
Archer Investment Corp
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$35.7K (+$976)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$15.2K (+$415)
Filed 2026-10-21
Noble Wealth Management PBC
DECREASED
Shares167 from 347
Change-180 (-52%)
Value$10.1K (-$10.3K)
Filed 2026-10-01
Fairman Group, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$6.9K (+$188)
Filed 2026-10-26
PNC Financial Services Group, Inc.
NEW
Shares1
Change+1
Value$61
Filed 2026-11-06
PFG Advisors
CLOSED
Shares0 from 16,996
Change-16,996 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Trek Financial, LLC
CLOSED
Shares0 from 7,762
Change-7,762 (-100%)
Value$0 (-$458.1K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 4,505
Change-4,505 (-100%)
Value$0 (-$265.9K)
Filed 2026-11-02
Altfest L J & Co Inc
CLOSED
Shares0 from 3,884
Change-3,884 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-27
Gill Capital Partners, LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$51.5K)
Filed 2026-10-13
Bullseye Investment Management, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$47.2K)
Filed 2026-10-29
Weaver Capital Management LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-15
Mutual Advisors, LLC
N/A
Shares— from 479,040
Change-479,040 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 464,058
Change-464,058 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 414,401
Change-414,401 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 413,182
Change-413,182 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 134,852
Change-134,852 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 125,709
Change-125,709 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 91,184
Change-91,184 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 53,747
Change-53,747 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 51,590
Change-51,590 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 48,631
Change-48,631 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 39,306
Change-39,306 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 34,569
Change-34,569 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 32,670
Change-32,670 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 30,525
Change-30,525 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 24,669
Change-24,669 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,947
Change-19,947 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 19,367
Change-19,367 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 17,623
Change-17,623 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,598
Change-17,598 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,774
Change-13,774 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 13,736
Change-13,736 (-100%)
Value—
Blair William & Co
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 11,861
Change-11,861 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 8,591
Change-8,591 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,048
Change-6,048 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 419
Change-419 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 271
Change-271 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 255
Change-255 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 120
Change-120 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Status
Truist Financial Corp
DECREASED198,362209,066-10,704-5%$12.3M$12.0M-$302.5K2026-10-30
Kestra Advisory Services, LLC
INCREASED189,786113,216+76,570+68%$6.7M$11.5M+$4.8M2026-11-02
Encompass More Asset Management
DECREASED176,850181,118-4,268-2%$10.7M$10.7M+$41.7K2026-10-16
Cornerstone Wealth, LLC
DECREASED137,770138,014-2440%$8.1M$8.3M+$144.1K2026-10-28
Long Island Wealth Management, Inc.
INCREASED115,970114,409+1,561+1%$6.8M$7.0M+$284.6K2026-10-20
Hofer & Associates. Inc
NEW108,301—+108,301——$6.6M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED108,301107,014+1,287+1%$6.3M$6.6M+$255.7K2026-10-14
Commonwealth Equity Services, LLC
DECREASED101,610116,375-14,765-13%$6.9M$6.2M-$702.8K2026-11-02
LPL Financial LLC
INCREASED92,19889,804+2,394+3%$5.3M$5.6M+$294.3K2026-11-06
AdvisorNet Financial, Inc
UNCHANGED80,50580,50500%$4.8M$4.9M+$136.9K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED64,84768,180-3,333-5%$4.0M$3.9M-$89.0K2026-11-02
Outlook Wealth Advisors, LLC
INCREASED56,72852,802+3,926+7%$3.1M$3.4M+$333.8K2026-10-28
Diligent Investors, LLC
DECREASED47,96849,129-1,161-2%$2.9M$2.9M+$11.1K2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED33,10033,995-895-3%$2.0M$2.0M+$2.1K2026-10-23
My Personal CFO, LLC
DECREASED32,00036,000-4,000-11%$2.1M$1.9M-$183.0K2026-10-14
Crown Wealth Group, LLC
DECREASED28,59638,337-9,741-25%$2.3M$1.7M-$527.4K2026-10-19
Advus Financial Partners, LLC
INCREASED25,26424,852+412+2%$1.5M$1.5M+$66.3K2026-10-20
BIP Wealth, LLC
DECREASED24,05924,515-456-2%$1.4M$1.5M+$13.0K2026-10-22
IFP Advisors, Inc
DECREASED22,29322,297-40%$1.3M$1.4M+$36.8K2026-10-16
Focus Financial Network, Inc.
DECREASED20,89221,319-427-2%$1.3M$1.3M+$9.5K2026-10-14
Triumph Capital Management
DECREASED20,18323,471-3,288-14%$1.4M$1.2M-$160.5K2026-10-14
Wealth Enhancement Advisory Services, LLC
UNCHANGED17,56517,56500%$1.0M$1.1M+$34.4K2026-10-13
Global Assets Advisory, LLC
DECREASED15,44716,680-1,233-7%$980.3K$942.5K-$37.8K2026-10-28
Todd Wealth Management, LLC
DECREASED15,39416,391-997-6%$967.4K$934.1K-$33.3K2026-10-19
CoreCap Advisors, LLC
INCREASED14,99813,518+1,480+11%$797.8K$910.1K+$112.2K2026-10-08
Creative Financial Designs Inc
INCREASED14,46014,060+400+3%$829.8K$877.4K+$47.6K2026-11-04
Clear Point Advisors Inc.
NEW14,263—+14,263——$865.5K—2026-10-30
CWC Advisors, Llc.
DECREASED13,90914,226-317-2%$839.6K$844.0K+$4.4K2026-10-15
Berkshire Money Management, Inc.
UNCHANGED12,05512,05500%$711.5K$731.5K+$20.0K2026-10-21
Merit Financial Group, LLC
DECREASED10,55512,017-1,462-12%$709.2K$640.5K-$68.8K2026-11-06
Liberty Atlantic Advisors LLC
DECREASED10,50912,400-1,891-15%$731.8K$637.7K-$94.2K2026-10-14
CRA Financial Services, LLC
UNCHANGED9,6759,67500%$571.0K$587.1K+$16.1K2026-10-16
Brookstone Capital Management
DECREASED9,5689,633-65-1%$568.5K$580.6K+$12.0K2026-10-22
Simplicity Wealth,LLC
DECREASED7,8907,898-80%$466.1K$478.8K+$12.6K2026-10-23
TrustBank
DECREASED7,8817,938-57-1%$468.5K$478.2K+$9.7K2026-10-20
Keystone Wealth Services, LLC
UNCHANGED7,4717,47100%$440.9K$453.1K+$12.2K2026-11-03
Advisor OS, LLC
DECREASED7,2607,989-729-9%$471.5K$440.5K-$31.0K2026-11-03
Fortune Financial Group, Inc.
UNCHANGED7,0367,03600%$415.3K$426.9K+$11.7K2026-10-22
MGO One Seven LLC
UNCHANGED6,0866,08600%$359.2K$369.3K+$10.1K2026-10-28
Corrado Advisors, LLC
UNCHANGED5,9285,92800%$349.9K$359.7K+$9.8K2026-10-27
Visionary Wealth Advisors
DECREASED5,7826,296-514-8%$371.6K$350.9K-$20.7K2026-11-04
BCS Wealth Management
UNCHANGED5,3725,37200%$317.1K$326.0K+$8.9K2026-11-03
Certified Advisory Corp
DECREASED5,1725,188-160%$306.2K$313.8K+$7.6K2026-10-29
Sigma Planning Corp
DECREASED4,9395,092-153-3%$300.5K$299.7K-$7732026-10-23
Seven Hills Financial, LLC
NEW4,893—+4,893——$296.9K—2026-10-13
Arlington Capital Management Inc
DECREASED4,8405,255-415-8%$310.2K$293.7K-$16.5K2026-10-30
Dynamic Advisor Solutions LLC
UNCHANGED4,7354,73500%$279.5K$287.3K+$7.9K2026-10-13
NWF Advisory Services Inc.
DECREASED4,5604,590-30-1%$270.9K$276.7K+$5.8K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED4,1753,497+678+19%$206.4K$253.3K+$46.9K2026-10-20
Optimist Retirement Group LLC
UNCHANGED4,0784,07800%$240.7K$247.5K+$6.8K2026-10-30
Retirement Guys Formula LLC
UNCHANGED3,8473,84700%$227.1K$233.4K+$6.4K2026-10-26
Retirement Planning Group, LLC
UNCHANGED3,5193,51900%$207.7K$213.5K+$5.8K2026-10-19
Cambridge Advisors Inc.
DECREASED3,4713,731-260-7%$220.2K$210.6K-$9.6K2026-10-19
Axxcess Wealth Management, LLC
UNCHANGED3,4623,46200%$204.3K$210.1K+$5.7K2026-10-21
TopTier Wealth Management, LLC
DECREASED3,4454,768-1,323-28%$281.4K$209.0K-$72.4K2026-10-16
WealthPlan Investment Management, LLC
DECREASED3,4344,051-617-15%$239.1K$208.4K-$30.7K2026-10-15
Fifth Third Bancorp
UNCHANGED2,8512,85100%$168.3K$173.0K+$4.7K2026-11-05
Lanark Financial, Inc.
UNCHANGED1,5471,54700%$91.3K$93.9K+$2.6K2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED1,5341,53400%$90.5K$93.1K+$2.5K2026-10-29
James T. Borello RIA
UNCHANGED1,5221,52200%$89.8K$92.4K+$2.5K2026-10-16
Jacobi Capital Management LLC
NEW1,476—+1,476——$89.6K—2026-11-05
Independence Bank of Kentucky
NEW1,003—+1,003——$60.9K—2026-10-26
Archer Investment Corp
UNCHANGED58858800%$34.7K$35.7K+$9762026-11-05
Assetmark, Inc
UNCHANGED25025000%$14.8K$15.2K+$4152026-10-21
Noble Wealth Management PBC
DECREASED167347-180-52%$20.5K$10.1K-$10.3K2026-10-01
Fairman Group, LLC
UNCHANGED11311300%$6.7K$6.9K+$1882026-10-26
PNC Financial Services Group, Inc.
NEW1—+1——$61—2026-11-06
PFG Advisors
CLOSED016,996-16,996-100%$1.0M$0-$1.0M2026-10-16
Trek Financial, LLC
CLOSED07,762-7,762-100%$458.1K$0-$458.1K2026-10-29
Valtinson Bruner Financial Planning LLC
CLOSED04,505-4,505-100%$265.9K$0-$265.9K2026-11-02
Altfest L J & Co Inc
CLOSED03,884-3,884-100%$229.2K$0-$229.2K2026-10-27
Gill Capital Partners, LLC
CLOSED0872-872-100%$51.5K$0-$51.5K2026-10-13
Bullseye Investment Management, LLC
CLOSED0800-800-100%$47.2K$0-$47.2K2026-10-29
Weaver Capital Management LLC
CLOSED099-99-100%$5.3K$0-$5.3K2026-10-15
Mutual Advisors, LLC
N/A—479,040-479,040-100%$28.3M———
Janney Montgomery Scott LLC
N/A—464,058-464,058-100%$27.4M———
NewEdge Advisors, LLC
N/A—414,401-414,401-100%$24.5M———
Osaic Holdings, Inc.
N/A—413,182-413,182-100%$24.4M———
MAI Capital Management
N/A—134,852-134,852-100%$8.0M———
Cetera Investment Advisers
N/A—125,709-125,709-100%$7.4M———
Old Mission Capital LLC
N/A—91,184-91,184-100%$5.4M———
Susquehanna International Group, LLP
N/A—53,747-53,747-100%$3.2M———
Raymond James Financial Inc
N/A—51,590-51,590-100%$3.0M———
Tradition Wealth Management, LLC
N/A—48,631-48,631-100%$2.9M———
Envestnet Asset Management Inc
N/A—39,306-39,306-100%$2.3M———
Forty-three Eighteen Advisors, LLC
N/A—34,569-34,569-100%$2.0M———
HighTower Advisors, LLC
N/A—32,670-32,670-100%$1.9M———
MML Investors Services, LLC
N/A—30,525-30,525-100%$1.8M———
CreativeOne Wealth, LLC
N/A—24,669-24,669-100%$1.5M———
Citadel Advisors LLC
N/A—19,947-19,947-100%$1.2M———
JDM Financial Group LLC
N/A—19,367-19,367-100%$1.1M———
FSA Advisors, Inc.
N/A—17,623-17,623-100%$1.0M———
JPMorgan Chase & Co
N/A—17,598-17,598-100%$1.0M———
AE Wealth Management LLC
N/A—13,774-13,774-100%$812.9K———
GWN Securities Inc.
N/A—13,736-13,736-100%$810.7K———
Blair William & Co
N/A—13,567-13,567-100%$800.7K———
JT Stratford LLC
N/A—11,861-11,861-100%$700.0K———
Phoenix Financial Ltd.
N/A—10,810-10,810-100%$637.4K———
Stratos Wealth Advisors, LLC
N/A—10,560-10,560-100%$623.3K———
Faithward Advisors, LLC
N/A—8,591-8,591-100%$507.0K———
Keating Financial Advisory Services, Inc.
N/A—7,182-7,182-100%$423.9K———
Captrust Financial Advisors
N/A—6,168-6,168-100%$364.0K———
Cerity Partners LLC
N/A—6,048-6,048-100%$357.0K———
Main Street Financial Solutions, LLC
N/A—5,460-5,460-100%$322.2K———
HRT Financial LP
N/A—5,265-5,265-100%$310.0K———
Resolute Wealth Advisor, Inc.
N/A—5,058-5,058-100%$269.9K———
Harbour Investments, Inc.
N/A—4,946-4,946-100%$291.9K———
Arax Advisory Partners
N/A—4,845-4,845-100%$286.0K———
OneDigital Investment Advisors LLC
N/A—4,526-4,526-100%$267.1K———
Steward Partners Investment Advisory, LLC
N/A—4,148-4,148-100%$244.8K———
Snowden Capital Advisors LLC
N/A—4,135-4,135-100%$244.0K———
Element Squared LLC
N/A—4,131-4,131-100%$243.8K———
Foundations Investment Advisors, LLC
N/A—3,641-3,641-100%$214.9K———
Vantage Point Financial LLC
N/A—3,524-3,524-100%$208.0K———
Capital Analysts, LLC
N/A—3,058-3,058-100%$180.0K———
Regatta Research & Money Management
N/A—1,900-1,900-100%$108.9K———
Atlantic Private Wealth, LLC
N/A—1,000-1,000-100%$59.0K———
RED Reef Advisors LLC
N/A—500-500-100%$29.5K———
PlanVest Financial, Inc
N/A—419-419-100%$24.7K———
Highland Investment Advisors LLC
N/A—349-349-100%$20.6K———
Fiduciary Financial Advisors
N/A—271-271-100%$16.0K———
Morgan Stanley
N/A—255-255-100%$15.1K———
Luminist Capital LLC
N/A—212-212-100%$12.1K———
Mcguire Capital Advisors Inc
N/A—120-120-100%$7.1K———
IFG Advisory, LLC
N/A—100-100-100%$5.9K———
BFC Planning, Inc.
N/A—77-77-100%$4.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—77-77-100%$4.5K———
Showing 127 of 127 institutions