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Innovator U.S. Equity Power (PJAN)

CUSIP: 45782C508 | NYSE | 500 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Southland Equity Partners LLC368,063
3.2% of portfolio›$18.7M
Kestra Advisory Services, LLC339,008
0.0% of portfolio›$17.2M
Commonwealth Equity Services, LLC326,965
0.0% of portfolio›$16.6M
AA Financial Advisors, LLC188,374
1.1% of portfolio›$9.6M
Triad Wealth Partners, LLC165,140
0.5% of portfolio›$8.4M
CoreCap Advisors, LLC143,295
0.2% of portfolio›$7.3M
Range Financial Group LLC139,244
2.0% of portfolio›$7.1M
Wealth Enhancement Advisory Services, LLC139,159
0.0% of portfolio›$6.3M
Cambridge Investment Research Advisors, Inc.136,672
0.0% of portfolio›$6.9M
BFI Wealth Solutions, LLC121,096
4.2% of portfolio›$6.1M
Brookstone Capital Management111,446
0.1% of portfolio›$5.7M
Signal Advisors Wealth, LLC110,590
0.2% of portfolio›$5.6M
Blue Water Asset Management110,397
1.8% of portfolio›$5.6M
Forvis Mazars Wealth Advisors, LLC109,472
0.1% of portfolio›$5.6M
Long Island Wealth Management, Inc.103,969
2.1% of portfolio›$5.3M
IFP Advisors, Inc93,721
0.1% of portfolio›$4.8M
Founders Financial Securities LLC92,796
0.2% of portfolio›$4.7M
Gill Capital Partners, LLC90,917
1.3% of portfolio›$4.6M
Apollon Wealth Management, LLC81,033
0.0% of portfolio›$4.1M
Fortune Financial Group, Inc.78,249
3.5% of portfolio›$4.0M
Ascent Wealth Partners, LLC77,162
0.4% of portfolio›$3.9M
Hardworking Capital Advisors, LLC77,004
3.2% of portfolio›$3.9M
CRA Financial Services, LLC75,537
0.4% of portfolio›$3.8M
Truist Financial Corp73,869
0.0% of portfolio›$3.7M
Crown Wealth Group, LLC73,750
0.9% of portfolio›$3.7M
HBW Advisory Services LLC66,179
0.3% of portfolio›$3.4M
Diligent Investors, LLC63,777
0.7% of portfolio›$3.2M
Evermay Wealth Management LLC52,339
0.3% of portfolio›$2.7M
Liberty Atlantic Advisors LLC51,006
1.6% of portfolio›$2.6M
Corrado Advisors, LLC49,724
1.2% of portfolio›$2.5M
Blue Bell Private Wealth Management, LLC48,159
0.3% of portfolio›$2.4M
Encompass More Asset Management46,052
0.3% of portfolio›$2.3M
Independent Financial Group, LLC43,807
0.0% of portfolio›$2.2M
WealthPlan Investment Management, LLC43,658
0.1% of portfolio›$2.2M
Cornerstone Wealth, LLC42,570
1.0% of portfolio›$2.2M
Patriot Financial Group Insurance Agency, LLC41,034
0.2% of portfolio›$2.1M
Atria Investments, Inc40,009
0.0% of portfolio›$2.0M
Integrity Advisory Solutions, LLC39,701
0.2% of portfolio›$2.0M
RED Crane Wealth Management, LLC38,090
1.3% of portfolio›$1.9M
Hofer & Associates. Inc38,090
1.3% of portfolio›$1.9M
Koshinski Asset Management, Inc.37,986
0.1% of portfolio›$1.9M
Todd Wealth Management, LLC37,486
1.5% of portfolio›$1.9M
City Holding Co36,210
0.2% of portfolio›$1.8M
Jessup Wealth Management, Inc34,854
0.4% of portfolio›$1.8M
Lineweaver Wealth Advisors, LLC34,584
0.2% of portfolio›$1.8M
Trek Financial, LLC33,999
0.1% of portfolio›$1.7M
AdvisorNet Financial, Inc32,723
0.1% of portfolio›$1.7M
BigSur Wealth Management LLC32,500
0.4% of portfolio›$1.6M
Pacific Park Financial, Inc.32,315
1.0% of portfolio›$1.6M
Creative Planning32,152
0.0% of portfolio›$1.6M
RFG Advisory, LLC31,431
0.0% of portfolio›$1.6M
Castle Rock Wealth Management, LLC31,261
0.3% of portfolio›$1.6M
KFG Wealth Management, LLC31,018
0.2% of portfolio›$1.6M
Farther Finance Advisors, LLC30,489
0.0% of portfolio›$1.5M
Weaver Capital Management LLC30,224
0.3% of portfolio›$1.5M
Weaver Consulting Group30,087
0.3% of portfolio›$1.5M
Davenport & Co LLC29,914
0.0% of portfolio›$1.5M
First City Capital Management, Inc.28,820
0.7% of portfolio›$1.5M
TopTier Wealth Management, LLC28,620
0.8% of portfolio›$1.5M
FAI Advisors, Inc.27,561
0.5% of portfolio›$1.4M
BCS Wealth Management26,499
0.2% of portfolio›$1.3M
Concurrent Investment Advisors, LLC26,176
0.0% of portfolio›$1.3M
James T. Borello RIA25,968
0.3% of portfolio›$1.3M
Simplicity Wealth,LLC25,816
0.0% of portfolio›$1.3M
Capital Square, LLC22,812
0.5% of portfolio›$1.2M
TrustBank21,686
0.3% of portfolio›$1.1M
Clay Northam Wealth Management, LLC21,629
0.5% of portfolio›$1.1M
WealthPLAN Partners, LLC20,569
0.2% of portfolio›$1.0M
Focus Financial Network, Inc.19,104
0.0% of portfolio›$969.0K
Firestone Capital Management18,314
0.2% of portfolio›$928.9K
Valtinson Bruner Financial Planning LLC18,059
0.2% of portfolio›$916.0K
Schulz Wealth, Ltd.17,285
0.4% of portfolio›$876.7K
Soltis Investment Advisors LLC17,257
0.0% of portfolio›$875.3K
Chris Bulman Inc16,986
0.3% of portfolio›$861.5K
City Center Advisors, LLC16,631
0.6% of portfolio›$843.5K
Keystone Wealth Services, LLC16,333
0.1% of portfolio›$829.1K
Dhjj Financial Advisors, Ltd.16,305
0.2% of portfolio›$827.0K
NorthCrest Asset Manangement, LLC15,630
0.0% of portfolio›$797.8K
Sterling Financial Planning, Inc.14,962
0.2% of portfolio›$758.9K
Gateway Investment Advisers LLC14,500
0.0% of portfolio›$735.4K
Cyndeo Wealth Partners, LLC14,397
0.0% of portfolio›$730.2K
Helium Advisors LLC14,330
0.6% of portfolio›$726.8K
Straight Path Wealth Management14,089
0.2% of portfolio›$714.6K
ARS Wealth Advisors Group, LLC14,052
0.1% of portfolio›$712.7K
Parkside Investments, LLC13,825
0.1% of portfolio›$701.2K
Spire Wealth Management13,645
0.0% of portfolio›$692.1K
Chicago Partners Investment Group LLC13,522
0.0% of portfolio›$688.1K
Cliftonlarsonallen Wealth Advisors, LLC13,229
0.0% of portfolio›$671.0K
Global Strategic Investment Solutions, LLC12,418
0.1% of portfolio›$629.8K
Insight Wealth Partners, LLC12,163
0.1% of portfolio›$616.9K
Ashton Thomas Private Wealth, LLC12,028
0.0% of portfolio›$610.1K
Pinnacle Wealth Management Group, Inc.12,011
0.3% of portfolio›$609.2K
Kathmere Capital Management, LLC11,768
0.0% of portfolio›$596.9K
PTM Wealth Management, LLC11,727
0.3% of portfolio›$599.6K
Atticus Wealth Management, LLC11,427
0.1% of portfolio›$579.6K
Galvin, Gaustad & Stein, LLC11,326
0.0% of portfolio›$574.5K
Elmwood Wealth Management, Inc.11,024
0.1% of portfolio›$559.1K
Creative Financial Designs Inc10,579
0.0% of portfolio›$536.6K
MMA Asset Management LLC10,513
0.2% of portfolio›$533.2K
My Personal CFO, LLC10,000
0.2% of portfolio›$507.2K
Cambridge Advisors Inc.9,804
0.1% of portfolio›$497.3K
Axxcess Wealth Management, LLC9,757
0.0% of portfolio›$494.9K
Diversify Advisory Services, LLC9,426
0.0% of portfolio›$481.6K
Diversify Wealth Management, LLC9,426
0.0% of portfolio›$481.6K
Ballast Rock Private Wealth LLC9,250
0.2% of portfolio›$469.2K
Outlook Wealth Advisors, LLC9,176
0.1% of portfolio›$465.4K
Beacon Financial Advisory LLC9,041
0.1% of portfolio›$458.6K
Archer Investment Corp8,868
0.1% of portfolio›$449.8K
Fiduciary Financial Group, LLC8,432
0.0% of portfolio›$427.7K
MGO One Seven LLC8,378
0.0% of portfolio›$424.9K
Journey Retirement Planning & Investment Management LLC8,378
0.3% of portfolio›$424.9K
Berkshire Money Management, Inc.8,204
0.0% of portfolio›$416.1K
Cape Investment Advisory, Inc.8,184
0.1% of portfolio›$415.1K
Bison Wealth, LLC8,159
0.0% of portfolio›$417.6K
Integrity Alliance, Llc.7,838
0.0% of portfolio›$397.5K
Allegiance Financial Group Advisory Services LLC7,782
0.1% of portfolio›$394.7K
Dynamic Advisor Solutions LLC7,704
0.0% of portfolio›$390.7K
Cypress Wealth Services, LLC7,486
0.0% of portfolio›$382.8K
Sigma Planning Corp7,216
0.0% of portfolio›$366.0K
Cornerstone Wealth Group, LLC7,208
0.0% of portfolio›$365.6K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors7,089
0.0% of portfolio›$359.6K
Krilogy Financial LLC7,066
0.0% of portfolio›$361.6K
Sagespring Wealth Partners, LLC6,955
0.0% of portfolio›$352.7K
Advisor OS, LLC6,916
0.0% of portfolio›$350.8K
Signature Estate & Investment Advisors LLC6,819
0.0% of portfolio›$345.9K
Peak Wealth Management LLC6,126
0.2% of portfolio›$312.7K
Hohimer Wealth Management, LLC5,971
0.0% of portfolio›$302.8K
Compass Ion Advisors, LLC5,931
0.0% of portfolio›$300.8K
StoneX Group Inc.5,807
0.0% of portfolio›$292.5K
Maltin Wealth Management, Inc.5,796
0.1% of portfolio›$294.0K
Vise Technologies, Inc.5,769
0.0% of portfolio›$292.6K
Bailard, Inc.5,650
0.0% of portfolio›$286.6K
Three Seasons Wealth, LLC5,398
0.0% of portfolio›$273.8K
Goldstein Advisors, LLC5,376
0.0% of portfolio›$272.7K
Maia Wealth LLC5,149
0.0% of portfolio›$261.2K
Fragasso Financial Advisors Inc5,077
0.0% of portfolio›$259.7K
Integral Investment Advisors, Inc.4,905
0.1% of portfolio›$248.8K
MBL Wealth, LLC4,825
0.0% of portfolio›$244.7K
Midwest Financial Network, LLC4,729
0.2% of portfolio›$239.9K
EverSource Wealth Advisors, LLC4,589
0.0% of portfolio›$232.8K
Sherry Group, Inc.4,320
0.2% of portfolio›$219.1K
Financial Network Wealth Advisors LLC4,255
0.2% of portfolio›$215.8K
OFS Enterprise LLC4,245
0.1% of portfolio›$215.3K
Quest 10 Wealth Builders, Inc.3,642
0.1% of portfolio›$184.7K
Lanark Financial, Inc.3,421
0.0% of portfolio›$173.5K
PFS Partners, LLC2,872
0.1% of portfolio›$145.7K
Tounjian Advisory Partners, LLC2,762
0.1% of portfolio›$140.1K
IFS Advisors, LLC2,555
0.0% of portfolio›$129.6K
Wagner Wealth Management, LLC2,000
0.0% of portfolio›$101.4K
Assetmark, Inc978
0.0% of portfolio›$49.6K
Capital Investment Advisory Services, LLC565
0.0% of portfolio›$28.7K
Noble Wealth Management PBC400
0.0% of portfolio›$20.3K
Chapman Financial Group, LLC300
0.0% of portfolio›$15.2K
Elevated Capital Advisors, LLC160
0.0% of portfolio›$8.1K
Country Trust Bank75
0.0% of portfolio›$3.8K
StyleTurnoverLocationFiled
Southland Equity Partners LLC
368,063$18.7M3.2%ETFLowWildwood, MO2026-10-14
Kestra Advisory Services, LLC
339,008$17.2M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
326,965$16.6M0.0%ETFLowWaltham, MA2026-11-02
AA Financial Advisors, LLC
188,374$9.6M1.1%ETFMediumColumbus, OH2026-10-19
Triad Wealth Partners, LLC
165,140$8.4M0.5%ETFMediumLawrence, KS2026-10-26
CoreCap Advisors, LLC
143,295$7.3M0.2%ETFMediumSouthfield, MI2026-10-08
Range Financial Group LLC
139,244$7.1M2.0%GARPMediumTigard, OR2026-10-21
Wealth Enhancement Advisory Services, LLC
139,159$6.3M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
136,672$6.9M0.0%ETFLowFairfield, IA2026-11-02
BFI Wealth Solutions, LLC
121,096$6.1M4.2%ETFLowDallas, TX2026-10-16
Brookstone Capital Management
111,446$5.7M0.1%ETFMediumWheaton, IL2026-10-22
Signal Advisors Wealth, LLC
110,590$5.6M0.2%ETFLowDetroit, MI2026-10-13
Blue Water Asset Management
110,397$5.6M1.8%ETFLowGrand Rapids, MI2026-11-04
Forvis Mazars Wealth Advisors, LLC
109,472$5.6M0.1%ETFVery LowSpringfield, MO2026-10-13
Long Island Wealth Management, Inc.
103,969$5.3M2.1%ETFLowMelville, NY2026-10-20
IFP Advisors, Inc
93,721$4.8M0.1%GrowthLowTampa, FL2026-10-16
Founders Financial Securities LLC
92,796$4.7M0.2%ETFMediumTowson, MD2026-10-28
Gill Capital Partners, LLC
90,917$4.6M1.3%ETFLowDenver, CO2026-10-13
Apollon Wealth Management, LLC
81,033$4.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Fortune Financial Group, Inc.
78,249$4.0M3.5%ETFHighNaples, FL2026-10-22
Ascent Wealth Partners, LLC
77,162$3.9M0.4%GrowthLowNew Hartford, NY2026-10-23
Hardworking Capital Advisors, LLC
77,004$3.9M3.2%GrowthMediumPalm Desert, CA2026-10-20
CRA Financial Services, LLC
75,537$3.8M0.4%ETFVery LowNorthfield, NJ2026-10-16
Truist Financial Corp
73,869$3.7M0.0%CoreLowCharlotte, NC2026-10-30
Crown Wealth Group, LLC
73,750$3.7M0.9%ETFMediumCharlotte, NC2026-10-19
HBW Advisory Services LLC
66,179$3.4M0.3%ETFMediumSimi Valley, CA2026-10-15
Diligent Investors, LLC
63,777$3.2M0.7%CoreLowRedlands, CA2026-10-21
Evermay Wealth Management LLC
52,339$2.7M0.3%ETFLowArlington, VA2026-11-05
Liberty Atlantic Advisors LLC
51,006$2.6M1.6%ETFLowOlympia, WA2026-10-14
Corrado Advisors, LLC
49,724$2.5M1.2%CoreMediumRamsey, NJ2026-10-27
Blue Bell Private Wealth Management, LLC
48,159$2.4M0.3%YieldVery LowBlue Bell, PA2026-10-29
Encompass More Asset Management
46,052$2.3M0.3%ETFHighDanville, CA2026-10-16
Independent Financial Group, LLC
43,807$2.2M0.0%GrowthLowSan Diego, CA2026-10-13
WealthPlan Investment Management, LLC
43,658$2.2M0.1%GrowthMediumOmaha, NE2026-10-15
Cornerstone Wealth, LLC
42,570$2.2M1.0%ETFMediumGreeneville, TN2026-10-28
Patriot Financial Group Insurance Agency, LLC
41,034$2.1M0.2%GrowthLowWalpole, MA2026-10-14
Atria Investments, Inc
40,009$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Integrity Advisory Solutions, LLC
39,701$2.0M0.2%ETFMediumDallas, TX2026-10-29
RED Crane Wealth Management, LLC
38,090$1.9M1.3%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
38,090$1.9M1.3%ETFHighThousand Oaks, CA2026-10-13
Koshinski Asset Management, Inc.
37,986$1.9M0.1%ETFLowDecatur, IL2026-10-29
Todd Wealth Management, LLC
37,486$1.9M1.5%GARPVery LowVenice, FL2026-10-19
City Holding Co
36,210$1.8M0.2%CoreLowCharleston, WV2026-10-19
Jessup Wealth Management, Inc
34,854$1.8M0.4%GrowthMediumDayton, OH2026-10-20
Lineweaver Wealth Advisors, LLC
34,584$1.8M0.2%ETFLowValley View, OH2026-10-13
Trek Financial, LLC
33,999$1.7M0.1%ETFHighScottsdale, AZ2026-10-29
AdvisorNet Financial, Inc
32,723$1.7M0.1%ETFLowMinnetonka, MN2026-10-15
BigSur Wealth Management LLC
32,500$1.6M0.4%GrowthLowMiami, FL2026-10-13
Pacific Park Financial, Inc.
32,315$1.6M1.0%ETFMediumLagina Hills, CA2026-10-13
Creative Planning
32,152$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
RFG Advisory, LLC
31,431$1.6M0.0%ETFMediumBirmingham, AL2026-11-03
Castle Rock Wealth Management, LLC
31,261$1.6M0.3%GrowthMediumWalnut Creek, CA2026-10-09
KFG Wealth Management, LLC
31,018$1.6M0.2%ETFMediumGranger, IN2026-10-16
Farther Finance Advisors, LLC
30,489$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Weaver Capital Management LLC
30,224$1.5M0.3%GrowthMediumSuwanee, GA2026-10-15
Weaver Consulting Group
30,087$1.5M0.3%ETFLowHuntington Beach, CA2026-10-07
Davenport & Co LLC
29,914$1.5M0.0%CoreMediumRichmond, VA2026-10-14
First City Capital Management, Inc.
28,820$1.5M0.7%CoreLowSavannah, GA2026-10-27
TopTier Wealth Management, LLC
28,620$1.5M0.8%ETFVery LowMuskego, WI2026-10-16
FAI Advisors, Inc.
27,561$1.4M0.5%GrowthLowFarmington Hills, MI2026-10-27
BCS Wealth Management
26,499$1.3M0.2%ETFVery LowJohnson City, TN2026-11-03
Concurrent Investment Advisors, LLC
26,176$1.3M0.0%GrowthMediumTampa, FL2026-10-16
James T. Borello RIA
25,968$1.3M0.3%ETFVery LowEast Dundee, IL2026-10-16
Simplicity Wealth,LLC
25,816$1.3M0.0%ETFLowSummit, NJ2026-10-23
Capital Square, LLC
22,812$1.2M0.5%YieldMediumAthens, TN2026-10-19
TrustBank
21,686$1.1M0.3%ETFVery LowOlney, IL2026-10-20
Clay Northam Wealth Management, LLC
21,629$1.1M0.5%GrowthVery LowHuntington Beach, CA2026-10-13
WealthPLAN Partners, LLC
20,569$1.0M0.2%CoreMediumOmaha, NE2026-10-15
Focus Financial Network, Inc.
19,104$969.0K0.0%ETFLowMinneapolis, MN2026-10-14
Firestone Capital Management
18,314$928.9K0.2%ETFVery LowSouth Miami, FL2026-11-03
Valtinson Bruner Financial Planning LLC
18,059$916.0K0.2%ETFLowNew Brighton, MN2026-11-02
Schulz Wealth, Ltd.
17,285$876.7K0.4%ETFVery LowMansfield, TX2026-11-03
Soltis Investment Advisors LLC
17,257$875.3K0.0%CoreMediumSt. George, UT2026-10-28
Chris Bulman Inc
16,986$861.5K0.3%ETFLowRoseville, CA2026-10-20
City Center Advisors, LLC
16,631$843.5K0.6%ETFMediumTroy, MI2026-10-08
Keystone Wealth Services, LLC
16,333$829.1K0.1%ETFHighPalm Desert, CA2026-11-03
Dhjj Financial Advisors, Ltd.
16,305$827.0K0.2%ETFVery LowNaperville, IL2026-10-23
NorthCrest Asset Manangement, LLC
15,630$797.8K0.0%GrowthLowPlymouth, MN2026-10-13
Sterling Financial Planning, Inc.
14,962$758.9K0.2%ETFVery LowSparta, NJ2026-10-28
Gateway Investment Advisers LLC
14,500$735.4K0.0%GrowthLowCincinnati, OH2026-10-13
Cyndeo Wealth Partners, LLC
14,397$730.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Helium Advisors LLC
14,330$726.8K0.6%ETFLowVancouver, WA2026-10-23
Straight Path Wealth Management
14,089$714.6K0.2%ETFLowJenison, MI2026-10-23
ARS Wealth Advisors Group, LLC
14,052$712.7K0.1%CoreLowSt. Petersburg, FL2026-10-16
Parkside Investments, LLC
13,825$701.2K0.1%ETFLowDeerfield, IL2026-10-20
Spire Wealth Management
13,645$692.1K0.0%GrowthMediumMclean, VA2026-10-30
Chicago Partners Investment Group LLC
13,522$688.1K0.0%GARPLowChicago, IL2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
13,229$671.0K0.0%ETFLowMinneapolis, MN2026-10-14
Global Strategic Investment Solutions, LLC
12,418$629.8K0.1%ETFLowScottsdale, AZ2026-10-16
Insight Wealth Partners, LLC
12,163$616.9K0.1%ETFLowPlano, TX2026-10-26
Ashton Thomas Private Wealth, LLC
12,028$610.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Pinnacle Wealth Management Group, Inc.
12,011$609.2K0.3%ETFMediumPlymouth, MI2026-10-15
Kathmere Capital Management, LLC
11,768$596.9K0.0%ETFLowWayne, PA2026-10-20
PTM Wealth Management, LLC
11,727$599.6K0.3%ETFLowNorth Wales, PA2026-10-23
Atticus Wealth Management, LLC
11,427$579.6K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Galvin, Gaustad & Stein, LLC
11,326$574.5K0.0%CoreMediumScottsdale, AZ2026-10-08
Elmwood Wealth Management, Inc.
11,024$559.1K0.1%ETFLowBerkeley, CA2026-10-14
Creative Financial Designs Inc
10,579$536.6K0.0%ETFMediumKokomo, IN2026-11-04
MMA Asset Management LLC
10,513$533.2K0.2%ETFMediumNew York, NY2026-11-02
My Personal CFO, LLC
10,000$507.2K0.2%ETFHighVancouver, WA2026-10-14
Cambridge Advisors Inc.
9,804$497.3K0.1%ETFVery LowOmaha, NE2026-10-19
Axxcess Wealth Management, LLC
9,757$494.9K0.0%CoreLowCarlsbad, CA2026-10-21
Diversify Advisory Services, LLC
9,426$481.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,426$481.6K0.0%GrowthMediumSandy, UT2026-10-20
Ballast Rock Private Wealth LLC
9,250$469.2K0.2%ETFMediumCharleston, SC2026-10-26
Outlook Wealth Advisors, LLC
9,176$465.4K0.1%ETFMediumShenandoah, TX2026-10-28
Beacon Financial Advisory LLC
9,041$458.6K0.1%ETFLowCleveland, OH2026-10-16
Archer Investment Corp
8,868$449.8K0.1%CoreMediumCarmel, IN2026-11-05
Fiduciary Financial Group, LLC
8,432$427.7K0.0%ETFLowSan Rafael, CA2026-10-13
MGO One Seven LLC
8,378$424.9K0.0%GrowthLowBeachwood, OH2026-10-28
Journey Retirement Planning & Investment Management LLC
8,378$424.9K0.3%CoreLowAmmon, ID2026-10-09
Berkshire Money Management, Inc.
8,204$416.1K0.0%ETFMediumDalton, MA2026-10-21
Cape Investment Advisory, Inc.
8,184$415.1K0.1%ETFLowMcdonough, GA2026-10-13
Bison Wealth, LLC
8,159$417.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Integrity Alliance, Llc.
7,838$397.5K0.0%ETFMediumUrbandale, IA2026-10-29
Allegiance Financial Group Advisory Services LLC
7,782$394.7K0.1%ETFLowVienna, VA2026-11-02
Dynamic Advisor Solutions LLC
7,704$390.7K0.0%ETFLowPhoenix, AZ2026-10-13
Cypress Wealth Services, LLC
7,486$382.8K0.0%ETFLowPalm Desert, CA2026-10-21
Sigma Planning Corp
7,216$366.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cornerstone Wealth Group, LLC
7,208$365.6K0.0%CoreMediumHuntersville, NC2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
7,089$359.6K0.0%ETFMediumWestlake, OH2026-10-14
Krilogy Financial LLC
7,066$361.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Sagespring Wealth Partners, LLC
6,955$352.7K0.0%ETFLowFranklin, TN2026-10-22
Advisor OS, LLC
6,916$350.8K0.0%ETFMediumChicago, IL2026-11-03
Signature Estate & Investment Advisors LLC
6,819$345.9K0.0%ETFMediumLos Angeles, CA2026-10-13
Peak Wealth Management LLC
6,126$312.7K0.2%ETFMediumNashua, NH2026-10-26
Hohimer Wealth Management, LLC
5,971$302.8K0.0%CoreHighSeattle, WA2026-11-04
Compass Ion Advisors, LLC
5,931$300.8K0.0%ETFVery LowConshohocken, PA2026-10-23
StoneX Group Inc.
5,807$292.5K0.0%ETFMediumNew York, NY2026-11-03
Maltin Wealth Management, Inc.
5,796$294.0K0.1%ETFMediumRidgewood, NJ2026-10-13
Vise Technologies, Inc.
5,769$292.6K0.0%IndexLowNew York, NY2026-10-29
Bailard, Inc.
5,650$286.6K0.0%GrowthMediumFoster City, CA2026-10-13
Three Seasons Wealth, LLC
5,398$273.8K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Goldstein Advisors, LLC
5,376$272.7K0.0%ETFMediumMadison, WI2026-10-15
Maia Wealth LLC
5,149$261.2K0.0%ETFMediumDenver, CO2026-10-19
Fragasso Financial Advisors Inc
5,077$259.7K0.0%ETFLowSewickley, PA2026-10-13
Integral Investment Advisors, Inc.
4,905$248.8K0.1%ETFVery LowTurlock, CA2026-11-03
MBL Wealth, LLC
4,825$244.7K0.0%ETFLowCharlotte, NC2026-10-22
Midwest Financial Network, LLC
4,729$239.9K0.2%ETFHighTinley Park, IL2026-10-13
EverSource Wealth Advisors, LLC
4,589$232.8K0.0%CoreMediumBirmingham, AL2026-11-04
Sherry Group, Inc.
4,320$219.1K0.2%ETFMediumMountain Home, AR2026-10-09
Financial Network Wealth Advisors LLC
4,255$215.8K0.2%ETFLowMurray, UT2026-10-28
OFS Enterprise LLC
4,245$215.3K0.1%ETFVery LowKearney, NE2026-10-16
Quest 10 Wealth Builders, Inc.
3,642$184.7K0.1%ETFLowFuquay-Varina, VA2026-11-02
Lanark Financial, Inc.
3,421$173.5K0.0%CoreMediumBirmingham, AL2026-10-26
PFS Partners, LLC
2,872$145.7K0.1%ETFVery LowMine Hill, NJ2026-10-21
Tounjian Advisory Partners, LLC
2,762$140.1K0.1%GrowthHighFort Myers, FL2026-11-04
IFS Advisors, LLC
2,555$129.6K0.0%ETFLowOverland Park, KS2026-10-14
Wagner Wealth Management, LLC
2,000$101.4K0.0%ETFLowGreenville, SC2026-10-21
Assetmark, Inc
978$49.6K0.0%ETFLowConcord, CA2026-10-21
Capital Investment Advisory Services, LLC
565$28.7K0.0%CoreMediumRaleigh, NC2026-10-30
Noble Wealth Management PBC
400$20.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Chapman Financial Group, LLC
300$15.2K0.0%CoreVery LowHonolulu, HI2026-10-26
Elevated Capital Advisors, LLC
160$8.1K0.0%ETFMediumSandy, UT2026-11-04
Country Trust Bank
75$3.8K0.0%GrowthLowBloomington, IL2026-10-30