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Innovator U.S. Small Cap POW (KJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PFS Partners, LLC
DECREASED
Shares483,485 from 493,805
Change-10,320 (-2%)
Value$22.0M (-$511.9K)
Filed 2026-10-21
Long Island Wealth Management, Inc.
INCREASED
Shares482,098 from 476,337
Change+5,761 (+1%)
Value$22.0M (+$222.0K)
Filed 2026-10-20
MBL Wealth, LLC
DECREASED
Shares222,144 from 224,531
Change-2,387 (-1%)
Value$10.1M (-$127.8K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares202,067 from 222,544
Change-20,477 (-9%)
Value$9.2M (-$951.5K)
Filed 2026-11-02
Berkshire Money Management, Inc.
UNCHANGED
Shares148,779 from 148,779
Change0 (0%)
Value$6.8M (-$12.6K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares140,670 from 124,702
Change+15,968 (+13%)
Value$6.4M (+$716.7K)
Filed 2026-11-02
BFI Wealth Solutions, LLC
INCREASED
Shares121,583 from 113,715
Change+7,868 (+7%)
Value$5.5M (+$348.7K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares87,197 from 88,373
Change-1,176 (-1%)
Value$3.9M (-$113.0K)
Filed 2026-10-15
Investment Management Corp
INCREASED
Shares53,248 from 52,632
Change+616 (+1%)
Value$2.4M (+$23.6K)
Filed 2026-11-03
Sherry Group, Inc.
INCREASED
Shares50,721 from 9,285
Change+41,436 (+446%)
Value$2.3M (+$2.0M)
Filed 2026-10-09
Truist Financial Corp
DECREASED
Shares45,072 from 51,626
Change-6,554 (-13%)
Value$2.1M (-$302.9K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares44,020 from 45,603
Change-1,583 (-3%)
Value$2.0M (-$76.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares42,973 from 43,514
Change-541 (-1%)
Value$2.0M (-$31.6K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares36,622 from 36,468
Change+154 (+0%)
Value$1.7M (+$3.9K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED
Shares36,081 from 36,440
Change-359 (-1%)
Value$1.6M (-$19.4K)
Filed 2026-10-23
Hofer & Associates. Inc
NEW
Shares36,048
Change+36,048
Value$1.6M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares36,048 from 35,387
Change+661 (+2%)
Value$1.6M (+$27.1K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares35,216 from 30,527
Change+4,689 (+15%)
Value$1.6M (+$211.0K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares33,829 from 33,981
Change-152 (0%)
Value$1.5M (-$9.8K)
Filed 2026-10-13
Weaver Consulting Group
DECREASED
Shares33,245 from 33,254
Change-9 (0%)
Value$1.5M (-$3.2K)
Filed 2026-10-07
Fragasso Financial Advisors Inc
DECREASED
Shares30,059 from 30,190
Change-131 (0%)
Value$1.4M (-$6.0K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
DECREASED
Shares26,902 from 26,951
Change-49 (0%)
Value$1.2M (-$4.5K)
Filed 2026-10-29
Miller Financial Services LLC
DECREASED
Shares25,453 from 25,803
Change-350 (-1%)
Value$1.2M (-$18.1K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares23,385 from 23,785
Change-400 (-2%)
Value$1.1M (-$20.2K)
Filed 2026-10-22
Cornerstone Wealth, LLC
INCREASED
Shares20,530 from 20,517
Change+13 (+0%)
Value$932.3K (-$5.5K)
Filed 2026-10-28
Crown Wealth Group, LLC
UNCHANGED
Shares18,762 from 18,762
Change0 (0%)
Value$854.5K (-$1.6K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares18,552 from 20,836
Change-2,284 (-11%)
Value$845.0K (-$105.8K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares17,709 from 18,310
Change-601 (-3%)
Value$806.6K (-$28.9K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares13,584 from 13,561
Change+23 (+0%)
Value$618.7K (-$83)
Filed 2026-10-08
Clear Point Advisors Inc.
NEW
Shares12,489
Change+12,489
Value$568.8K
Filed 2026-10-30
BIP Wealth, LLC
DECREASED
Shares12,452 from 12,493
Change-41 (0%)
Value$567.1K (-$2.9K)
Filed 2026-10-22
Lynx Capital Group LTD
UNCHANGED
Shares12,235 from 12,235
Change0 (0%)
Value$557.2K (-$1.0K)
Filed 2026-11-04
First City Capital Management, Inc.
UNCHANGED
Shares11,670 from 11,670
Change0 (0%)
Value$531.5K (-$990)
Filed 2026-10-27
Diligent Investors, LLC
UNCHANGED
Shares11,524 from 11,524
Change0 (0%)
Value$524.9K (-$977)
Filed 2026-10-21
HBW Advisory Services LLC
INCREASED
Shares11,419 from 10,749
Change+670 (+6%)
Value$520.1K (+$29.6K)
Filed 2026-10-15
Trek Financial, LLC
DECREASED
Shares10,888 from 11,026
Change-138 (-1%)
Value$495.9K (-$7.2K)
Filed 2026-10-29
Visionary Wealth Advisors
UNCHANGED
Shares10,672 from 10,672
Change0 (0%)
Value$486.1K (-$905)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares10,630 from 10,730
Change-100 (-1%)
Value$484.1K (-$5.5K)
Filed 2026-10-29
Global Trust Wealth Management LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$469.1K (-$873)
Filed 2026-10-14
Retirement Guys Formula LLC
DECREASED
Shares9,589 from 11,143
Change-1,554 (-14%)
Value$436.7K (-$71.7K)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares9,224 from 9,224
Change0 (0%)
Value$420.1K (-$783)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares9,055 from 8,655
Change+400 (+5%)
Value$412.4K (+$17.5K)
Filed 2026-11-04
TrustBank
UNCHANGED
Shares8,705 from 8,705
Change0 (0%)
Value$396.5K (-$738)
Filed 2026-10-20
Maltin Wealth Management, Inc.
UNCHANGED
Shares7,933 from 7,933
Change0 (0%)
Value$361.3K (-$673)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares7,445 from 9,465
Change-2,020 (-21%)
Value$339.1K (-$92.8K)
Filed 2026-10-23
TopTier Wealth Management, LLC
DECREASED
Shares7,357 from 7,509
Change-152 (-2%)
Value$335.1K (-$7.6K)
Filed 2026-10-16
Grantvest Financial Group LLC
UNCHANGED
Shares7,277 from 7,277
Change0 (0%)
Value$331.4K (-$618)
Filed 2026-10-21
Cornerstone Wealth Group, LLC
UNCHANGED
Shares7,173 from 7,173
Change0 (0%)
Value$326.7K (-$608)
Filed 2026-11-02
Valtinson Bruner Financial Planning LLC
DECREASED
Shares6,940 from 8,247
Change-1,307 (-16%)
Value$316.1K (-$60.2K)
Filed 2026-11-02
Stonebridge Financial Group, LLC
DECREASED
Shares6,870 from 6,875
Change-5 (0%)
Value$312.9K (-$810)
Filed 2026-10-01
Financial Solutions Advisory Group, Inc.
DECREASED
Shares6,484 from 6,564
Change-80 (-1%)
Value$291.1K (-$8.7K)
Filed 2026-10-28
Wedbush Securities Inc
UNCHANGED
Shares6,135 from 6,135
Change0 (0%)
Value$279 (-$279.7K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares5,965 from 5,966
Change-1 (0%)
Value$271.7K (-$543)
Filed 2026-10-23
Creative Planning
INCREASED
Shares5,773 from 5,273
Change+500 (+9%)
Value$262.9K (+$22.3K)
Filed 2026-11-02
CoreCap Advisors, LLC
UNCHANGED
Shares5,188 from 5,188
Change0 (0%)
Value$236.3K (-$439)
Filed 2026-10-08
Outlook Wealth Advisors, LLC
UNCHANGED
Shares4,983 from 4,983
Change0 (0%)
Value$227.0K (-$422)
Filed 2026-10-28
Bullseye Investment Management, LLC
DECREASED
Shares4,857 from 6,206
Change-1,349 (-22%)
Value$221.2K (-$62.0K)
Filed 2026-10-29
BCS Wealth Management
UNCHANGED
Shares4,658 from 4,658
Change0 (0%)
Value$212.1K (-$395)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares4,627 from 4,627
Change0 (0%)
Value$210.7K (-$392)
Filed 2026-10-26
Keystone Wealth Services, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$209.5K (-$368)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares4,476 from 4,476
Change0 (0%)
Value$203.9K (-$380)
Filed 2026-10-28
Winnacle Wealth LLC
DECREASED
Shares4,436 from 4,886
Change-450 (-9%)
Value$202.0K (-$20.9K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares2,231
Change+2,231
Value$101.6K
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$91.1K (-$170)
Filed 2026-11-05
Independence Bank of Kentucky
NEW
Shares1,355
Change+1,355
Value$61.7K
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$47.3K (-$89)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$44.5K (-$83)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$37.6K (-$70)
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares335
Change+335
Value$15.3K
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares330
Change+330
Value$15.0K
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.7K (-$25)
Filed 2026-10-09
Cape Investment Advisory, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11.4K (-$22)
Filed 2026-10-13
Trust Co
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$5.1K (-$9)
Filed 2026-10-09
Assetmark, Inc
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.8K (-$7)
Filed 2026-10-21
Liberty Atlantic Advisors LLC
CLOSED
Shares0 from 5,993
Change-5,993 (-100%)
Value$0 (-$273.5K)
Filed 2026-10-14
Todd Wealth Management, LLC
CLOSED
Shares0 from 4,389
Change-4,389 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-19
Gill Capital Partners, LLC
CLOSED
Shares0 from 4,177
Change-4,177 (-100%)
Value$0 (-$190.6K)
Filed 2026-10-13
NBT Bank, N.A.
CLOSED
Shares0 from 2,750
Change-2,750 (-100%)
Value$0 (-$125.5K)
Filed 2026-10-21
Compass Advisory Group LLC
N/A
Shares— from 618,790
Change-618,790 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 263,670
Change-263,670 (-100%)
Value—
Blair William & Co
N/A
Shares— from 156,948
Change-156,948 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 144,469
Change-144,469 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 121,791
Change-121,791 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 105,876
Change-105,876 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 75,942
Change-75,942 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 66,380
Change-66,380 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 47,912
Change-47,912 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 42,494
Change-42,494 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 33,510
Change-33,510 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 30,561
Change-30,561 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 29,604
Change-29,604 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 28,865
Change-28,865 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 27,961
Change-27,961 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 27,654
Change-27,654 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,433
Change-27,433 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 26,214
Change-26,214 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 25,732
Change-25,732 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,935
Change-23,935 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 22,585
Change-22,585 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 22,457
Change-22,457 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,575
Change-21,575 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,864
Change-17,864 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,550
Change-16,550 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,088
Change-16,088 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,609
Change-15,609 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,998
Change-14,998 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,636
Change-14,636 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,928
Change-12,928 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 12,274
Change-12,274 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,046
Change-12,046 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,908
Change-11,908 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 11,144
Change-11,144 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,488
Change-8,488 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,448
Change-7,448 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,997
Change-6,997 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
UBS Group AG
N/A
Shares— from 528
Change-528 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 500
Change-500 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 416
Change-416 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 254
Change-254 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Status
PFS Partners, LLC
DECREASED483,485493,805-10,320-2%$22.5M$22.0M-$511.9K2026-10-21
Long Island Wealth Management, Inc.
INCREASED482,098476,337+5,761+1%$21.7M$22.0M+$222.0K2026-10-20
MBL Wealth, LLC
DECREASED222,144224,531-2,387-1%$10.2M$10.1M-$127.8K2026-10-22
Commonwealth Equity Services, LLC
DECREASED202,067222,544-20,477-9%$10.2M$9.2M-$951.5K2026-11-02
Berkshire Money Management, Inc.
UNCHANGED148,779148,77900%$6.8M$6.8M-$12.6K2026-10-21
Kestra Advisory Services, LLC
INCREASED140,670124,702+15,968+13%$5.7M$6.4M+$716.7K2026-11-02
BFI Wealth Solutions, LLC
INCREASED121,583113,715+7,868+7%$5.2M$5.5M+$348.7K2026-10-16
AdvisorNet Financial, Inc
DECREASED87,19788,373-1,176-1%$4.0M$3.9M-$113.0K2026-10-15
Investment Management Corp
INCREASED53,24852,632+616+1%$2.4M$2.4M+$23.6K2026-11-03
Sherry Group, Inc.
INCREASED50,7219,285+41,436+446%$293.7K$2.3M+$2.0M2026-10-09
Truist Financial Corp
DECREASED45,07251,626-6,554-13%$2.4M$2.1M-$302.9K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED44,02045,603-1,583-3%$2.1M$2.0M-$76.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED42,97343,514-541-1%$2.0M$2.0M-$31.6K2026-10-13
IFP Advisors, Inc
INCREASED36,62236,468+154+0%$1.7M$1.7M+$3.9K2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED36,08136,440-359-1%$1.7M$1.6M-$19.4K2026-10-23
Hofer & Associates. Inc
NEW36,048—+36,048——$1.6M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED36,04835,387+661+2%$1.6M$1.6M+$27.1K2026-10-14
Founders Financial Securities LLC
INCREASED35,21630,527+4,689+15%$1.4M$1.6M+$211.0K2026-10-28
Independent Financial Group, LLC
DECREASED33,82933,981-1520%$1.6M$1.5M-$9.8K2026-10-13
Weaver Consulting Group
DECREASED33,24533,254-90%$1.5M$1.5M-$3.2K2026-10-07
Fragasso Financial Advisors Inc
DECREASED30,05930,190-1310%$1.4M$1.4M-$6.0K2026-10-13
Blue Bell Private Wealth Management, LLC
DECREASED26,90226,951-490%$1.2M$1.2M-$4.5K2026-10-29
Miller Financial Services LLC
DECREASED25,45325,803-350-1%$1.2M$1.2M-$18.1K2026-10-20
Brookstone Capital Management
DECREASED23,38523,785-400-2%$1.1M$1.1M-$20.2K2026-10-22
Cornerstone Wealth, LLC
INCREASED20,53020,517+13+0%$937.7K$932.3K-$5.5K2026-10-28
Crown Wealth Group, LLC
UNCHANGED18,76218,76200%$856.1K$854.5K-$1.6K2026-10-19
Advisor OS, LLC
DECREASED18,55220,836-2,284-11%$950.7K$845.0K-$105.8K2026-11-03
Nations Financial Group Inc,
DECREASED17,70918,310-601-3%$835.5K$806.6K-$28.9K2026-11-05
First Heartland Consultants, Inc.
INCREASED13,58413,561+23+0%$618.8K$618.7K-$832026-10-08
Clear Point Advisors Inc.
NEW12,489—+12,489——$568.8K—2026-10-30
BIP Wealth, LLC
DECREASED12,45212,493-410%$570.1K$567.1K-$2.9K2026-10-22
Lynx Capital Group LTD
UNCHANGED12,23512,23500%$558.3K$557.2K-$1.0K2026-11-04
First City Capital Management, Inc.
UNCHANGED11,67011,67000%$532.5K$531.5K-$9902026-10-27
Diligent Investors, LLC
UNCHANGED11,52411,52400%$525.8K$524.9K-$9772026-10-21
HBW Advisory Services LLC
INCREASED11,41910,749+670+6%$490.5K$520.1K+$29.6K2026-10-15
Trek Financial, LLC
DECREASED10,88811,026-138-1%$503.1K$495.9K-$7.2K2026-10-29
Visionary Wealth Advisors
UNCHANGED10,67210,67200%$487.0K$486.1K-$9052026-11-04
Koshinski Asset Management, Inc.
DECREASED10,63010,730-100-1%$489.6K$484.1K-$5.5K2026-10-29
Global Trust Wealth Management LLC
UNCHANGED10,30010,30000%$470.0K$469.1K-$8732026-10-14
Retirement Guys Formula LLC
DECREASED9,58911,143-1,554-14%$508.5K$436.7K-$71.7K2026-10-26
Forvis Mazars Wealth Advisors, LLC
UNCHANGED9,2249,22400%$420.9K$420.1K-$7832026-10-13
Creative Financial Designs Inc
INCREASED9,0558,655+400+5%$394.9K$412.4K+$17.5K2026-11-04
TrustBank
UNCHANGED8,7058,70500%$397.2K$396.5K-$7382026-10-20
Maltin Wealth Management, Inc.
UNCHANGED7,9337,93300%$362.0K$361.3K-$6732026-10-13
Apollon Wealth Management, LLC
DECREASED7,4459,465-2,020-21%$431.9K$339.1K-$92.8K2026-10-23
TopTier Wealth Management, LLC
DECREASED7,3577,509-152-2%$342.6K$335.1K-$7.6K2026-10-16
Grantvest Financial Group LLC
UNCHANGED7,2777,27700%$332.1K$331.4K-$6182026-10-21
Cornerstone Wealth Group, LLC
UNCHANGED7,1737,17300%$327.3K$326.7K-$6082026-11-02
Valtinson Bruner Financial Planning LLC
DECREASED6,9408,247-1,307-16%$376.3K$316.1K-$60.2K2026-11-02
Stonebridge Financial Group, LLC
DECREASED6,8706,875-50%$313.7K$312.9K-$8102026-10-01
Financial Solutions Advisory Group, Inc.
DECREASED6,4846,564-80-1%$299.8K$291.1K-$8.7K2026-10-28
Wedbush Securities Inc
UNCHANGED6,1356,13500%$280.0K$279-$279.7K2026-10-22
Sigma Planning Corp
DECREASED5,9655,966-10%$272.2K$271.7K-$5432026-10-23
Creative Planning
INCREASED5,7735,273+500+9%$240.6K$262.9K+$22.3K2026-11-02
CoreCap Advisors, LLC
UNCHANGED5,1885,18800%$236.7K$236.3K-$4392026-10-08
Outlook Wealth Advisors, LLC
UNCHANGED4,9834,98300%$227.4K$227.0K-$4222026-10-28
Bullseye Investment Management, LLC
DECREASED4,8576,206-1,349-22%$283.2K$221.2K-$62.0K2026-10-29
BCS Wealth Management
UNCHANGED4,6584,65800%$212.5K$212.1K-$3952026-11-03
Lanark Financial, Inc.
UNCHANGED4,6274,62700%$211.1K$210.7K-$3922026-10-26
Keystone Wealth Services, LLC
UNCHANGED4,6004,60000%$209.9K$209.5K-$3682026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED4,4764,47600%$204.2K$203.9K-$3802026-10-28
Winnacle Wealth LLC
DECREASED4,4364,886-450-9%$223.0K$202.0K-$20.9K2026-10-15
Jacobi Capital Management LLC
NEW2,231—+2,231——$101.6K—2026-11-05
Archer Investment Corp
UNCHANGED2,0002,00000%$91.3K$91.1K-$1702026-11-05
Independence Bank of Kentucky
NEW1,355—+1,355——$61.7K—2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED1,0391,03900%$47.4K$47.3K-$892026-11-04
Farther Finance Advisors, LLC
UNCHANGED97897800%$44.6K$44.5K-$832026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED82582500%$37.6K$37.6K-$702026-10-27
IFS Advisors, LLC
NEW335—+335——$15.3K—2026-10-14
William Mack & Associates, Inc.
NEW330—+330——$15.0K—2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED30030000%$13.7K$13.7K-$252026-10-09
Cape Investment Advisory, Inc.
UNCHANGED25025000%$11.4K$11.4K-$222026-10-13
Trust Co
UNCHANGED11311300%$5.2K$5.1K-$92026-10-09
Assetmark, Inc
UNCHANGED848400%$3.8K$3.8K-$72026-10-21
Liberty Atlantic Advisors LLC
CLOSED05,993-5,993-100%$273.5K$0-$273.5K2026-10-14
Todd Wealth Management, LLC
CLOSED04,389-4,389-100%$200.3K$0-$200.3K2026-10-19
Gill Capital Partners, LLC
CLOSED04,177-4,177-100%$190.6K$0-$190.6K2026-10-13
NBT Bank, N.A.
CLOSED02,750-2,750-100%$125.5K$0-$125.5K2026-10-21
Compass Advisory Group LLC
N/A—618,790-618,790-100%$28.2M———
Osaic Holdings, Inc.
N/A—263,670-263,670-100%$12.0M———
Blair William & Co
N/A—156,948-156,948-100%$7.2M———
Cetera Investment Advisers
N/A—144,469-144,469-100%$6.6M———
LPL Financial LLC
N/A—121,791-121,791-100%$5.6M———
Principal Securities, Inc.
N/A—105,876-105,876-100%$4.8M———
Raymond James Financial Inc
N/A—75,942-75,942-100%$3.5M———
Pallas Capital Advisors LLC
N/A—66,380-66,380-100%$3.0M———
Faithward Advisors, LLC
N/A—47,912-47,912-100%$2.2M———
Wood Tarver Financial Group, LLC
N/A—42,494-42,494-100%$1.9M———
JT Stratford LLC
N/A—33,510-33,510-100%$1.5M———
JDM Financial Group LLC
N/A—30,561-30,561-100%$1.4M———
Capital Analysts, LLC
N/A—29,604-29,604-100%$1.4M———
Janney Montgomery Scott LLC
N/A—28,865-28,865-100%$1.3M———
FSA Advisors, Inc.
N/A—27,961-27,961-100%$1.3M———
Old Mission Capital LLC
N/A—27,654-27,654-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—27,433-27,433-100%$1.3M———
AssuredPartners Investment Advisors, LLC
N/A—26,214-26,214-100%$1.2M———
Wealth Alliance, LLC
N/A—25,732-25,732-100%$1.2M———
HighTower Advisors, LLC
N/A—23,935-23,935-100%$1.1M———
First Commonwealth Financial Corp
N/A—22,585-22,585-100%$1.0M———
Bcgm Wealth Management, LLC
N/A—22,457-22,457-100%$1.0M———
Susquehanna International Group, LLP
N/A—21,575-21,575-100%$984.5K———
Advisory Services Network, LLC
N/A—17,864-17,864-100%$815.2K———
Cresset Asset Management, LLC
N/A—16,550-16,550-100%$755.2K———
NewEdge Advisors, LLC
N/A—16,088-16,088-100%$734.1K———
MML Investors Services, LLC
N/A—15,609-15,609-100%$712.2K———
World Investment Advisors
N/A—14,998-14,998-100%$645.9K———
Envestnet Asset Management Inc
N/A—14,636-14,636-100%$667.9K———
Foundations Investment Advisors, LLC
N/A—12,928-12,928-100%$589.9K———
Merit Financial Group, LLC
N/A—12,274-12,274-100%$560.1K———
GWN Securities Inc.
N/A—12,046-12,046-100%$549.7K———
Tradition Wealth Management, LLC
N/A—11,908-11,908-100%$543.4K———
Wealthgarden F.S. LLC
N/A—11,144-11,144-100%$508.5K———
Main Street Financial Solutions, LLC
N/A—9,840-9,840-100%$449.0K———
Keating Financial Advisory Services, Inc.
N/A—8,986-8,986-100%$410.0K———
Captrust Financial Advisors
N/A—8,488-8,488-100%$387.3K———
Private Advisor Group, LLC
N/A—8,345-8,345-100%$380.8K———
RED Reef Advisors LLC
N/A—8,240-8,240-100%$376.0K———
1776 Wealth LLC
N/A—7,985-7,985-100%$364.4K———
Arax Advisory Partners
N/A—7,798-7,798-100%$355.8K———
Citadel Advisors LLC
N/A—7,448-7,448-100%$339.9K———
ODonnell Financial Services, LLC
N/A—7,240-7,240-100%$330.4K———
Vantage Point Financial LLC
N/A—7,070-7,070-100%$322.6K———
Cassady Wealth & Retirement Planning, LLC
N/A—7,005-7,005-100%$319.6K———
Harbour Investments, Inc.
N/A—6,997-6,997-100%$319.3K———
EP Wealth Advisors, LLC
N/A—6,559-6,559-100%$299.3K———
NewEdge Wealth, LLC
N/A—6,281-6,281-100%$286.6K———
AE Wealth Management LLC
N/A—6,108-6,108-100%$278.7K———
Collaborative Wealth Managment Inc.
N/A—5,723-5,723-100%$261.1K———
SageView Advisory Group, LLC
N/A—5,273-5,273-100%$240.6K———
Royal Bank of Canada
N/A—5,200-5,200-100%$237.0K———
Berger Financial Group, Inc
N/A—4,993-4,993-100%$227.8K———
Fiduciary Financial Advisors
N/A—2,753-2,753-100%$125.6K———
JPMorgan Chase & Co
N/A—2,702-2,702-100%$123.0K———
Highland Investment Advisors LLC
N/A—850-850-100%$38.8K———
IFG Advisory, LLC
N/A—770-770-100%$35.1K———
Steward Partners Investment Advisory, LLC
N/A—680-680-100%$31.0K———
UBS Group AG
N/A—528-528-100%$24.1K———
Bank of Montreal
N/A—500-500-100%$22.8K———
Luminist Capital LLC
N/A—450-450-100%$20.1K———
Allworth Financial LP
N/A—416-416-100%$19.0K———
Morgan Stanley
N/A—254-254-100%$11.6K———
Whittier Trust Co
N/A—200-200-100%$9.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—161-161-100%$7.3K———
BFC Planning, Inc.
N/A—161-161-100%$7.3K———
PNC Financial Services Group, Inc.
N/A—147-147-100%$6.7K———
Showing 145 of 145 institutions