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Innovator U.S. Equity Power (PJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Southland Equity Partners LLC
DECREASED
Shares368,063 from 373,075
Change-5,012 (-1%)
Value$18.7M (+$204.7K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares339,008 from 328,804
Change+10,204 (+3%)
Value$17.2M (+$922.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares326,965 from 529,237
Change-202,272 (-38%)
Value$16.6M (-$9.6M)
Filed 2026-11-02
AA Financial Advisors, LLC
INCREASED
Shares188,374 from 170,656
Change+17,718 (+10%)
Value$9.6M (+$1.1M)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares166,092 from 181,561
Change-15,469 (-9%)
Value$8.4M (-$561.3K)
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares165,140 from 143,967
Change+21,173 (+15%)
Value$8.4M (+$1.2M)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares143,295 from 146,810
Change-3,515 (-2%)
Value$7.3M (+$2.3K)
Filed 2026-10-08
Range Financial Group LLC
DECREASED
Shares139,244 from 140,703
Change-1,459 (-1%)
Value$7.1M (+$99.1K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares139,159 from 314,851
Change-175,692 (-56%)
Value$6.3M (-$9.4M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares136,672 from 142,849
Change-6,177 (-4%)
Value$6.9M (-$138.0K)
Filed 2026-11-02
BFI Wealth Solutions, LLC
DECREASED
Shares121,096 from 123,584
Change-2,488 (-2%)
Value$6.1M (+$25.8K)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares111,446 from 672,229
Change-560,783 (-83%)
Value$5.7M (-$27.6M)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares110,590 from 110,088
Change+502 (+0%)
Value$5.6M (+$160.9K)
Filed 2026-10-13
Blue Water Asset Management
DECREASED
Shares110,397 from 126,053
Change-15,656 (-12%)
Value$5.6M (-$639.0K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares109,472 from 112,935
Change-3,463 (-3%)
Value$5.6M (-$36.7K)
Filed 2026-10-13
Long Island Wealth Management, Inc.
DECREASED
Shares103,969 from 104,089
Change-120 (0%)
Value$5.3M (+$121.9K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares93,721 from 105,912
Change-12,191 (-12%)
Value$4.8M (-$488.1K)
Filed 2026-10-16
Founders Financial Securities LLC
INCREASED
Shares92,796 from 79,693
Change+13,103 (+16%)
Value$4.7M (+$762.6K)
Filed 2026-10-28
Gill Capital Partners, LLC
DECREASED
Shares90,917 from 114,952
Change-24,035 (-21%)
Value$4.6M (-$1.1M)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares81,033 from 82,643
Change-1,610 (-2%)
Value$4.1M (+$20.0K)
Filed 2026-10-23
Fortune Financial Group, Inc.
DECREASED
Shares78,249 from 80,602
Change-2,353 (-3%)
Value$4.0M (-$20.2K)
Filed 2026-10-22
Ascent Wealth Partners, LLC
DECREASED
Shares77,162 from 79,642
Change-2,480 (-3%)
Value$3.9M (-$27.8K)
Filed 2026-10-23
Hardworking Capital Advisors, LLC
DECREASED
Shares77,004 from 78,293
Change-1,289 (-2%)
Value$3.9M (+$30.9K)
Filed 2026-10-20
CRA Financial Services, LLC
DECREASED
Shares75,537 from 75,612
Change-75 (0%)
Value$3.8M (+$89.2K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares73,869 from 99,923
Change-26,054 (-26%)
Value$3.7M (-$1.2M)
Filed 2026-10-30
Crown Wealth Group, LLC
INCREASED
Shares73,750 from 70,230
Change+3,520 (+5%)
Value$3.7M (+$264.9K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares66,179 from 65,657
Change+522 (+1%)
Value$3.4M (+$107.2K)
Filed 2026-10-15
Diligent Investors, LLC
DECREASED
Shares63,777 from 64,777
Change-1,000 (-2%)
Value$3.2M (+$29.0K)
Filed 2026-10-21
Evermay Wealth Management LLC
DECREASED
Shares52,339 from 56,881
Change-4,542 (-8%)
Value$2.7M (-$160.4K)
Filed 2026-11-05
Liberty Atlantic Advisors LLC
DECREASED
Shares51,006 from 54,706
Change-3,700 (-7%)
Value$2.6M (-$120.4K)
Filed 2026-10-14
Corrado Advisors, LLC
DECREASED
Shares49,724 from 50,402
Change-678 (-1%)
Value$2.5M (+$27.6K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED
Shares48,159 from 50,899
Change-2,740 (-5%)
Value$2.4M (-$76.4K)
Filed 2026-10-29
Encompass More Asset Management
INCREASED
Shares46,052 from 18,050
Change+28,002 (+155%)
Value$2.3M (+$1.4M)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares43,807 from 43,847
Change-40 (0%)
Value$2.2M (+$51.9K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
DECREASED
Shares43,658 from 46,195
Change-2,537 (-5%)
Value$2.2M (-$71.9K)
Filed 2026-10-15
Cornerstone Wealth, LLC
DECREASED
Shares42,570 from 42,575
Change-5 (0%)
Value$2.2M (+$42.7K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares41,034 from 41,084
Change-50 (0%)
Value$2.1M (+$48.0K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares40,009 from 39,734
Change+275 (+1%)
Value$2.0M (+$62.8K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
DECREASED
Shares39,701 from 40,482
Change-781 (-2%)
Value$2.0M (+$10.2K)
Filed 2026-10-29
Hofer & Associates. Inc
NEW
Shares38,090
Change+38,090
Value$1.9M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares38,090 from 38,110
Change-20 (0%)
Value$1.9M (+$45.9K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
DECREASED
Shares37,986 from 40,111
Change-2,125 (-5%)
Value$1.9M (-$58.4K)
Filed 2026-10-29
Todd Wealth Management, LLC
DECREASED
Shares37,486 from 38,697
Change-1,211 (-3%)
Value$1.9M (-$13.8K)
Filed 2026-10-19
City Holding Co
DECREASED
Shares36,210 from 45,170
Change-8,960 (-20%)
Value$1.8M (-$398.9K)
Filed 2026-10-19
Jessup Wealth Management, Inc
DECREASED
Shares34,854 from 35,869
Change-1,015 (-3%)
Value$1.8M (-$7.4K)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
DECREASED
Shares34,584 from 34,624
Change-40 (0%)
Value$1.8M (+$40.6K)
Filed 2026-10-13
Trek Financial, LLC
DECREASED
Shares33,999 from 36,954
Change-2,955 (-8%)
Value$1.7M (-$104.4K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares32,723 from 32,618
Change+105 (+0%)
Value$1.7M (+$55.3K)
Filed 2026-10-15
BigSur Wealth Management LLC
UNCHANGED
Shares32,500 from 32,500
Change0 (0%)
Value$1.6M (+$40.0K)
Filed 2026-10-13
Pacific Park Financial, Inc.
DECREASED
Shares32,315 from 34,297
Change-1,982 (-6%)
Value$1.6M (-$58.3K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares32,152 from 30,237
Change+1,915 (+6%)
Value$1.6M (+$134.3K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares31,431 from 32,261
Change-830 (-3%)
Value$1.6M (-$2.4K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
DECREASED
Shares31,261 from 31,452
Change-191 (-1%)
Value$1.6M (+$40.7K)
Filed 2026-10-09
KFG Wealth Management, LLC
DECREASED
Shares31,018 from 31,935
Change-917 (-3%)
Value$1.6M (-$7.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares30,489 from 32,020
Change-1,531 (-5%)
Value$1.5M (-$38.2K)
Filed 2026-10-08
Weaver Capital Management LLC
DECREASED
Shares30,224 from 31,567
Change-1,343 (-4%)
Value$1.5M (+$76.8K)
Filed 2026-10-15
Weaver Consulting Group
DECREASED
Shares30,087 from 30,323
Change-236 (-1%)
Value$1.5M (+$25.3K)
Filed 2026-10-07
Davenport & Co LLC
UNCHANGED
Shares29,914 from 29,914
Change0 (0%)
Value$1.5M (+$36.8K)
Filed 2026-10-14
First City Capital Management, Inc.
UNCHANGED
Shares28,820 from 28,820
Change0 (0%)
Value$1.5M (+$35.4K)
Filed 2026-10-27
TopTier Wealth Management, LLC
DECREASED
Shares28,620 from 32,724
Change-4,104 (-13%)
Value$1.5M (-$167.9K)
Filed 2026-10-16
FAI Advisors, Inc.
DECREASED
Shares27,561 from 27,770
Change-209 (-1%)
Value$1.4M (+$23.6K)
Filed 2026-10-27
BCS Wealth Management
DECREASED
Shares26,499 from 26,657
Change-158 (-1%)
Value$1.3M (+$24.8K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares26,176 from 13,120
Change+13,056 (+100%)
Value$1.3M (+$678.3K)
Filed 2026-10-16
James T. Borello RIA
UNCHANGED
Shares25,968 from 25,968
Change0 (0%)
Value$1.3M (+$31.9K)
Filed 2026-10-16
Simplicity Wealth,LLC
DECREASED
Shares25,816 from 48,843
Change-23,027 (-47%)
Value$1.3M (-$1.1M)
Filed 2026-10-23
Capital Square, LLC
UNCHANGED
Shares22,812 from 22,812
Change0 (0%)
Value$1.2M (+$20.3K)
Filed 2026-10-19
TrustBank
UNCHANGED
Shares21,686 from 21,686
Change0 (0%)
Value$1.1M (+$26.7K)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
UNCHANGED
Shares21,629 from 21,629
Change0 (0%)
Value$1.1M (+$26.6K)
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares20,569 from 19,474
Change+1,095 (+6%)
Value$1.0M (+$79.5K)
Filed 2026-10-15
Focus Financial Network, Inc.
UNCHANGED
Shares19,104 from 19,104
Change0 (0%)
Value$969.0K (+$23.5K)
Filed 2026-10-14
Firestone Capital Management
UNCHANGED
Shares18,314 from 18,314
Change0 (0%)
Value$928.9K (+$22.5K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED
Shares18,059 from 20,418
Change-2,359 (-12%)
Value$916.0K (-$94.5K)
Filed 2026-11-02
Schulz Wealth, Ltd.
UNCHANGED
Shares17,285 from 17,285
Change0 (0%)
Value$876.7K (+$21.3K)
Filed 2026-11-03
Soltis Investment Advisors LLC
DECREASED
Shares17,257 from 19,233
Change-1,976 (-10%)
Value$875.3K (-$76.6K)
Filed 2026-10-28
Chris Bulman Inc
DECREASED
Shares16,986 from 23,803
Change-6,817 (-29%)
Value$861.5K (-$316.5K)
Filed 2026-10-20
City Center Advisors, LLC
INCREASED
Shares16,631 from 16,020
Change+611 (+4%)
Value$843.5K (+$50.7K)
Filed 2026-10-08
Keystone Wealth Services, LLC
DECREASED
Shares16,333 from 16,813
Change-480 (-3%)
Value$829.1K (-$3.0K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED
Shares16,305 from 16,325
Change-20 (0%)
Value$827.0K (+$19.1K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
NEW
Shares15,630
Change+15,630
Value$797.8K
Filed 2026-10-13
Sterling Financial Planning, Inc.
UNCHANGED
Shares14,962 from 14,962
Change0 (0%)
Value$758.9K (+$18.4K)
Filed 2026-10-28
Gateway Investment Advisers LLC
NEW
Shares14,500
Change+14,500
Value$735.4K
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,397 from 16,947
Change-2,550 (-15%)
Value$730.2K (-$108.5K)
Filed 2026-10-16
Helium Advisors LLC
UNCHANGED
Shares14,330 from 14,330
Change0 (0%)
Value$726.8K (+$17.6K)
Filed 2026-10-23
Straight Path Wealth Management
INCREASED
Shares14,089 from 11,755
Change+2,334 (+20%)
Value$714.6K (+$132.8K)
Filed 2026-10-23
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares14,052 from 14,052
Change0 (0%)
Value$712.7K (+$17.3K)
Filed 2026-10-16
Parkside Investments, LLC
DECREASED
Shares13,825 from 14,225
Change-400 (-3%)
Value$701.2K (-$2.8K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares13,645 from 14,593
Change-948 (-6%)
Value$692.1K (-$30.1K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
UNCHANGED
Shares13,522 from 13,522
Change0 (0%)
Value$688.1K (+$19.1K)
Filed 2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares13,229 from 13,229
Change0 (0%)
Value$671.0K (+$16.3K)
Filed 2026-10-14
Global Strategic Investment Solutions, LLC
DECREASED
Shares12,418 from 12,616
Change-198 (-2%)
Value$629.8K (+$5.5K)
Filed 2026-10-16
Insight Wealth Partners, LLC
UNCHANGED
Shares12,163 from 12,163
Change0 (0%)
Value$616.9K (+$15.0K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,028 from 10,098
Change+1,930 (+19%)
Value$610.1K (+$110.3K)
Filed 2026-11-03
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares12,011 from 12,011
Change0 (0%)
Value$609.2K (+$14.8K)
Filed 2026-10-15
Kathmere Capital Management, LLC
UNCHANGED
Shares11,768 from 11,768
Change0 (0%)
Value$596.9K (+$14.5K)
Filed 2026-10-20
PTM Wealth Management, LLC
UNCHANGED
Shares11,727 from 11,727
Change0 (0%)
Value$599.6K (+$18.4K)
Filed 2026-10-23
Atticus Wealth Management, LLC
DECREASED
Shares11,427 from 11,467
Change-40 (0%)
Value$579.6K (+$12.1K)
Filed 2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED
Shares11,326 from 11,405
Change-79 (-1%)
Value$574.5K (+$10.0K)
Filed 2026-10-08
Elmwood Wealth Management, Inc.
UNCHANGED
Shares11,024 from 11,024
Change0 (0%)
Value$559.1K (+$13.6K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares10,579 from 8,775
Change+1,804 (+21%)
Value$536.6K (+$102.3K)
Filed 2026-11-04
MMA Asset Management LLC
DECREASED
Shares10,513 from 13,026
Change-2,513 (-19%)
Value$533.2K (-$111.4K)
Filed 2026-11-02
My Personal CFO, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$507.2K (+$12.3K)
Filed 2026-10-14
Cambridge Advisors Inc.
UNCHANGED
Shares9,804 from 9,804
Change0 (0%)
Value$497.3K (+$12.1K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares9,757 from 10,451
Change-694 (-7%)
Value$494.9K (-$22.3K)
Filed 2026-10-21
Diversify Wealth Management, LLC
UNCHANGED
Shares9,426 from 9,426
Change0 (0%)
Value$481.6K (+$14.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares9,426 from 9,426
Change0 (0%)
Value$481.6K (+$14.2K)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$469.2K (+$11.4K)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
DECREASED
Shares9,176 from 10,788
Change-1,612 (-15%)
Value$465.4K (-$68.5K)
Filed 2026-10-28
Beacon Financial Advisory LLC
DECREASED
Shares9,041 from 9,084
Change-43 (0%)
Value$458.6K (+$9.0K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares8,868 from 8,868
Change0 (0%)
Value$449.8K (+$10.9K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED
Shares8,432 from 8,432
Change0 (0%)
Value$427.7K (+$10.4K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares8,378 from 8,102
Change+276 (+3%)
Value$424.9K (+$24.0K)
Filed 2026-10-09
MGO One Seven LLC
DECREASED
Shares8,378 from 8,548
Change-170 (-2%)
Value$424.9K (+$1.9K)
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares8,204
Change+8,204
Value$416.1K
Filed 2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED
Shares8,184 from 8,184
Change0 (0%)
Value$415.1K (+$10.1K)
Filed 2026-10-13
Bison Wealth, LLC
UNCHANGED
Shares8,159 from 8,159
Change0 (0%)
Value$417.6K (+$12.2K)
Filed 2026-10-13
Integrity Alliance, Llc.
UNCHANGED
Shares7,838 from 7,838
Change0 (0%)
Value$397.5K (+$9.6K)
Filed 2026-10-29
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares7,782 from 7,782
Change0 (0%)
Value$394.7K (+$9.6K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
UNCHANGED
Shares7,704 from 7,704
Change0 (0%)
Value$390.7K (+$9.5K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED
Shares7,510 from 7,510
Change0 (0%)
Value$380.9K (+$9.2K)
Filed 2026-11-05
Cypress Wealth Services, LLC
UNCHANGED
Shares7,486 from 7,486
Change0 (0%)
Value$382.8K (+$12.3K)
Filed 2026-10-21
Sigma Planning Corp
UNCHANGED
Shares7,216 from 7,216
Change0 (0%)
Value$366.0K (+$8.9K)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
UNCHANGED
Shares7,208 from 7,208
Change0 (0%)
Value$365.6K (+$8.9K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,089 from 6,483
Change+606 (+9%)
Value$359.6K (+$38.7K)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares7,066 from 6,011
Change+1,055 (+18%)
Value$361.6K (+$64.2K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares6,955 from 7,347
Change-392 (-5%)
Value$352.7K (-$10.9K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares6,916 from 7,709
Change-793 (-10%)
Value$350.8K (-$30.7K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares6,819 from 6,819
Change0 (0%)
Value$345.9K (+$8.4K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares6,285 from 6,257
Change+28 (+0%)
Value$318.8K (+$9.1K)
Filed 2026-11-05
Peak Wealth Management LLC
UNCHANGED
Shares6,126 from 6,126
Change0 (0%)
Value$312.7K (+$9.6K)
Filed 2026-10-26
Hohimer Wealth Management, LLC
UNCHANGED
Shares5,971 from 5,971
Change0 (0%)
Value$302.8K (+$7.3K)
Filed 2026-11-04
Compass Ion Advisors, LLC
UNCHANGED
Shares5,931 from 5,931
Change0 (0%)
Value$300.8K (+$7.3K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares5,807 from 4,614
Change+1,193 (+26%)
Value$292.5K (+$66.4K)
Filed 2026-11-03
Maltin Wealth Management, Inc.
UNCHANGED
Shares5,796 from 5,796
Change0 (0%)
Value$294.0K (+$7.1K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares5,769 from 9,502
Change-3,733 (-39%)
Value$292.6K (-$177.6K)
Filed 2026-10-29
Bailard, Inc.
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$286.6K (+$6.9K)
Filed 2026-10-13
Three Seasons Wealth, LLC
UNCHANGED
Shares5,398 from 5,398
Change0 (0%)
Value$273.8K (+$6.6K)
Filed 2026-11-03
Goldstein Advisors, LLC
INCREASED
Shares5,376 from 5,251
Change+125 (+2%)
Value$272.7K (+$12.8K)
Filed 2026-10-15
Maia Wealth LLC
DECREASED
Shares5,149 from 5,193
Change-44 (-1%)
Value$261.2K (+$4.2K)
Filed 2026-10-19
Fragasso Financial Advisors Inc
UNCHANGED
Shares5,077 from 5,077
Change0 (0%)
Value$259.7K (+$8.5K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$248.8K (+$6.0K)
Filed 2026-11-03
MBL Wealth, LLC
DECREASED
Shares4,825 from 4,875
Change-50 (-1%)
Value$244.7K (+$3.5K)
Filed 2026-10-22
Midwest Financial Network, LLC
DECREASED
Shares4,729 from 4,973
Change-244 (-5%)
Value$239.9K (-$6.2K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED
Shares4,589 from 4,589
Change0 (0%)
Value$232.8K (+$5.6K)
Filed 2026-11-04
Sherry Group, Inc.
DECREASED
Shares4,320 from 73,910
Change-69,590 (-94%)
Value$219.1K (-$3.0M)
Filed 2026-10-09
Financial Network Wealth Advisors LLC
DECREASED
Shares4,255 from 4,433
Change-178 (-4%)
Value$215.8K (-$3.6K)
Filed 2026-10-28
OFS Enterprise LLC
UNCHANGED
Shares4,245 from 4,245
Change0 (0%)
Value$215.3K (+$5.2K)
Filed 2026-10-16
Bank of New York Mellon Corp
UNCHANGED
Shares4,066 from 4,066
Change0 (0%)
Value$206.2K (+$5.0K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
NEW
Shares4,043
Change+4,043
Value$205.1K
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares3,973
Change+3,973
Value$201.5K
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares3,642 from 3,642
Change0 (0%)
Value$184.7K (+$4.5K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares3,421 from 3,421
Change0 (0%)
Value$173.5K (+$4.2K)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares2,872 from 2,872
Change0 (0%)
Value$145.7K (+$3.5K)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
DECREASED
Shares2,762 from 2,774
Change-12 (0%)
Value$140.1K (+$2.8K)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares2,555
Change+2,555
Value$129.6K
Filed 2026-10-14
Fifth Third Bancorp
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$126.8K (+$3.1K)
Filed 2026-11-05
Wagner Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$101.4K (+$2.5K)
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$49.6K (+$1.2K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$28.7K (+$695)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares400 from 500
Change-100 (-20%)
Value$20.3K (-$4.5K)
Filed 2026-10-01
Chapman Financial Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$15.2K (+$369)
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$8.1K (+$197)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.8K (+$92)
Filed 2026-10-30
Lido Advisors, LLC
CLOSED
Shares0 from 35,225
Change-35,225 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 7,866
Change-7,866 (-100%)
Value$0 (-$389.3K)
Filed 2026-10-16
Blue Sky Capital Consultants Group, Inc.
CLOSED
Shares0 from 6,234
Change-6,234 (-100%)
Value$0 (-$308.5K)
Filed 2026-10-13
Strategic Blueprint, LLC
CLOSED
Shares0 from 4,536
Change-4,536 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-22
Evergreen Private Wealth LLC
CLOSED
Shares0 from 3,547
Change-3,547 (-100%)
Value$0 (-$175.5K)
Filed 2026-10-30
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,130
Change-2,130 (-100%)
Value$0 (-$105.4K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 2,102
Change-2,102 (-100%)
Value$0 (-$104.0K)
Filed 2026-10-23
Golden State Wealth Management, LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$6.7K)
Filed 2026-11-02
Alliancebernstein L.P.
N/A
Shares— from 3,664,225
Change-3,664,225 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,485,357
Change-1,485,357 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,178,429
Change-1,178,429 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 737,979
Change-737,979 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 671,766
Change-671,766 (-100%)
Value—
Blair William & Co
N/A
Shares— from 592,986
Change-592,986 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 579,032
Change-579,032 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 507,846
Change-507,846 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 475,325
Change-475,325 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 472,274
Change-472,274 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 373,324
Change-373,324 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 281,166
Change-281,166 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 280,308
Change-280,308 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 248,461
Change-248,461 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 222,380
Change-222,380 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 212,274
Change-212,274 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 184,751
Change-184,751 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 150,134
Change-150,134 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 146,219
Change-146,219 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 143,169
Change-143,169 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 141,858
Change-141,858 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 132,702
Change-132,702 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 125,917
Change-125,917 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 121,396
Change-121,396 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 113,980
Change-113,980 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 103,549
Change-103,549 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 100,807
Change-100,807 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 99,096
Change-99,096 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 84,590
Change-84,590 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 82,914
Change-82,914 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 80,757
Change-80,757 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 79,577
Change-79,577 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 79,195
Change-79,195 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 75,131
Change-75,131 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 66,903
Change-66,903 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 62,910
Change-62,910 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 60,816
Change-60,816 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 59,593
Change-59,593 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 59,107
Change-59,107 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 58,663
Change-58,663 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 58,633
Change-58,633 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 51,386
Change-51,386 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 51,190
Change-51,190 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 47,433
Change-47,433 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 44,123
Change-44,123 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 43,784
Change-43,784 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 43,350
Change-43,350 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 41,053
Change-41,053 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 39,966
Change-39,966 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 39,908
Change-39,908 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,365
Change-39,365 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 37,821
Change-37,821 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 36,898
Change-36,898 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 33,982
Change-33,982 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 33,469
Change-33,469 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 33,169
Change-33,169 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 31,389
Change-31,389 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 29,276
Change-29,276 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,667
Change-28,667 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 28,444
Change-28,444 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 28,017
Change-28,017 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 27,448
Change-27,448 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 25,469
Change-25,469 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 25,105
Change-25,105 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 23,706
Change-23,706 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,998
Change-22,998 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 22,713
Change-22,713 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 22,684
Change-22,684 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 21,227
Change-21,227 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 20,246
Change-20,246 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 19,299
Change-19,299 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 19,181
Change-19,181 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 19,175
Change-19,175 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 18,272
Change-18,272 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,541
Change-17,541 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 17,176
Change-17,176 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 16,360
Change-16,360 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 14,728
Change-14,728 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 14,561
Change-14,561 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,115
Change-14,115 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 14,041
Change-14,041 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 12,770
Change-12,770 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 12,679
Change-12,679 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,506
Change-12,506 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,626
Change-11,626 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,984
Change-10,984 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,521
Change-10,521 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 9,987
Change-9,987 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,182
Change-9,182 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 9,037
Change-9,037 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,624
Change-8,624 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 6,854
Change-6,854 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,259
Change-6,259 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 925
Change-925 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 917
Change-917 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 917
Change-917 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 638
Change-638 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 423
Change-423 (-100%)
Value—
Barclays PLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 319
Change-319 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 0
Change0
Value—
Status
Southland Equity Partners LLC
DECREASED368,063373,075-5,012-1%$18.5M$18.7M+$204.7K2026-10-14
Kestra Advisory Services, LLC
INCREASED339,008328,804+10,204+3%$16.3M$17.2M+$922.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED326,965529,237-202,272-38%$26.2M$16.6M-$9.6M2026-11-02
AA Financial Advisors, LLC
INCREASED188,374170,656+17,718+10%$8.4M$9.6M+$1.1M2026-10-19
US Bancorp \de\
DECREASED166,092181,561-15,469-9%$9.0M$8.4M-$561.3K2026-11-05
Triad Wealth Partners, LLC
INCREASED165,140143,967+21,173+15%$7.2M$8.4M+$1.2M2026-10-26
CoreCap Advisors, LLC
DECREASED143,295146,810-3,515-2%$7.3M$7.3M+$2.3K2026-10-08
Range Financial Group LLC
DECREASED139,244140,703-1,459-1%$7.0M$7.1M+$99.1K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED139,159314,851-175,692-56%$15.7M$6.3M-$9.4M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED136,672142,849-6,177-4%$7.1M$6.9M-$138.0K2026-11-02
BFI Wealth Solutions, LLC
DECREASED121,096123,584-2,488-2%$6.1M$6.1M+$25.8K2026-10-16
Brookstone Capital Management
DECREASED111,446672,229-560,783-83%$33.3M$5.7M-$27.6M2026-10-22
Signal Advisors Wealth, LLC
INCREASED110,590110,088+502+0%$5.4M$5.6M+$160.9K2026-10-13
Blue Water Asset Management
DECREASED110,397126,053-15,656-12%$6.2M$5.6M-$639.0K2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED109,472112,935-3,463-3%$5.6M$5.6M-$36.7K2026-10-13
Long Island Wealth Management, Inc.
DECREASED103,969104,089-1200%$5.2M$5.3M+$121.9K2026-10-20
IFP Advisors, Inc
DECREASED93,721105,912-12,191-12%$5.2M$4.8M-$488.1K2026-10-16
Founders Financial Securities LLC
INCREASED92,79679,693+13,103+16%$3.9M$4.7M+$762.6K2026-10-28
Gill Capital Partners, LLC
DECREASED90,917114,952-24,035-21%$5.7M$4.6M-$1.1M2026-10-13
Apollon Wealth Management, LLC
DECREASED81,03382,643-1,610-2%$4.1M$4.1M+$20.0K2026-10-23
Fortune Financial Group, Inc.
DECREASED78,24980,602-2,353-3%$4.0M$4.0M-$20.2K2026-10-22
Ascent Wealth Partners, LLC
DECREASED77,16279,642-2,480-3%$3.9M$3.9M-$27.8K2026-10-23
Hardworking Capital Advisors, LLC
DECREASED77,00478,293-1,289-2%$3.9M$3.9M+$30.9K2026-10-20
CRA Financial Services, LLC
DECREASED75,53775,612-750%$3.7M$3.8M+$89.2K2026-10-16
Truist Financial Corp
DECREASED73,86999,923-26,054-26%$4.9M$3.7M-$1.2M2026-10-30
Crown Wealth Group, LLC
INCREASED73,75070,230+3,520+5%$3.5M$3.7M+$264.9K2026-10-19
HBW Advisory Services LLC
INCREASED66,17965,657+522+1%$3.2M$3.4M+$107.2K2026-10-15
Diligent Investors, LLC
DECREASED63,77764,777-1,000-2%$3.2M$3.2M+$29.0K2026-10-21
Evermay Wealth Management LLC
DECREASED52,33956,881-4,542-8%$2.8M$2.7M-$160.4K2026-11-05
Liberty Atlantic Advisors LLC
DECREASED51,00654,706-3,700-7%$2.7M$2.6M-$120.4K2026-10-14
Corrado Advisors, LLC
DECREASED49,72450,402-678-1%$2.5M$2.5M+$27.6K2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED48,15950,899-2,740-5%$2.5M$2.4M-$76.4K2026-10-29
Encompass More Asset Management
INCREASED46,05218,050+28,002+155%$893.3K$2.3M+$1.4M2026-10-16
Independent Financial Group, LLC
DECREASED43,80743,847-400%$2.2M$2.2M+$51.9K2026-10-13
WealthPlan Investment Management, LLC
DECREASED43,65846,195-2,537-5%$2.3M$2.2M-$71.9K2026-10-15
Cornerstone Wealth, LLC
DECREASED42,57042,575-50%$2.1M$2.2M+$42.7K2026-10-28
Patriot Financial Group Insurance Agency, LLC
DECREASED41,03441,084-500%$2.0M$2.1M+$48.0K2026-10-14
Atria Investments, Inc
INCREASED40,00939,734+275+1%$2.0M$2.0M+$62.8K2026-10-15
Integrity Advisory Solutions, LLC
DECREASED39,70140,482-781-2%$2.0M$2.0M+$10.2K2026-10-29
Hofer & Associates. Inc
NEW38,090—+38,090——$1.9M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED38,09038,110-200%$1.9M$1.9M+$45.9K2026-10-14
Koshinski Asset Management, Inc.
DECREASED37,98640,111-2,125-5%$2.0M$1.9M-$58.4K2026-10-29
Todd Wealth Management, LLC
DECREASED37,48638,697-1,211-3%$1.9M$1.9M-$13.8K2026-10-19
City Holding Co
DECREASED36,21045,170-8,960-20%$2.2M$1.8M-$398.9K2026-10-19
Jessup Wealth Management, Inc
DECREASED34,85435,869-1,015-3%$1.8M$1.8M-$7.4K2026-10-20
Lineweaver Wealth Advisors, LLC
DECREASED34,58434,624-400%$1.7M$1.8M+$40.6K2026-10-13
Trek Financial, LLC
DECREASED33,99936,954-2,955-8%$1.8M$1.7M-$104.4K2026-10-29
AdvisorNet Financial, Inc
INCREASED32,72332,618+105+0%$1.6M$1.7M+$55.3K2026-10-15
BigSur Wealth Management LLC
UNCHANGED32,50032,50000%$1.6M$1.6M+$40.0K2026-10-13
Pacific Park Financial, Inc.
DECREASED32,31534,297-1,982-6%$1.7M$1.6M-$58.3K2026-10-13
Creative Planning
INCREASED32,15230,237+1,915+6%$1.5M$1.6M+$134.3K2026-11-02
RFG Advisory, LLC
DECREASED31,43132,261-830-3%$1.6M$1.6M-$2.4K2026-11-03
Castle Rock Wealth Management, LLC
DECREASED31,26131,452-191-1%$1.6M$1.6M+$40.7K2026-10-09
KFG Wealth Management, LLC
DECREASED31,01831,935-917-3%$1.6M$1.6M-$7.2K2026-10-16
Farther Finance Advisors, LLC
DECREASED30,48932,020-1,531-5%$1.6M$1.5M-$38.2K2026-10-08
Weaver Capital Management LLC
DECREASED30,22431,567-1,343-4%$1.5M$1.5M+$76.8K2026-10-15
Weaver Consulting Group
DECREASED30,08730,323-236-1%$1.5M$1.5M+$25.3K2026-10-07
Davenport & Co LLC
UNCHANGED29,91429,91400%$1.5M$1.5M+$36.8K2026-10-14
First City Capital Management, Inc.
UNCHANGED28,82028,82000%$1.4M$1.5M+$35.4K2026-10-27
TopTier Wealth Management, LLC
DECREASED28,62032,724-4,104-13%$1.6M$1.5M-$167.9K2026-10-16
FAI Advisors, Inc.
DECREASED27,56127,770-209-1%$1.4M$1.4M+$23.6K2026-10-27
BCS Wealth Management
DECREASED26,49926,657-158-1%$1.3M$1.3M+$24.8K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED26,17613,120+13,056+100%$649.3K$1.3M+$678.3K2026-10-16
James T. Borello RIA
UNCHANGED25,96825,96800%$1.3M$1.3M+$31.9K2026-10-16
Simplicity Wealth,LLC
DECREASED25,81648,843-23,027-47%$2.4M$1.3M-$1.1M2026-10-23
Capital Square, LLC
UNCHANGED22,81222,81200%$1.1M$1.2M+$20.3K2026-10-19
TrustBank
UNCHANGED21,68621,68600%$1.1M$1.1M+$26.7K2026-10-20
Clay Northam Wealth Management, LLC
UNCHANGED21,62921,62900%$1.1M$1.1M+$26.6K2026-10-13
WealthPLAN Partners, LLC
INCREASED20,56919,474+1,095+6%$963.8K$1.0M+$79.5K2026-10-15
Focus Financial Network, Inc.
UNCHANGED19,10419,10400%$945.5K$969.0K+$23.5K2026-10-14
Firestone Capital Management
UNCHANGED18,31418,31400%$906.4K$928.9K+$22.5K2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED18,05920,418-2,359-12%$1.0M$916.0K-$94.5K2026-11-02
Schulz Wealth, Ltd.
UNCHANGED17,28517,28500%$855.4K$876.7K+$21.3K2026-11-03
Soltis Investment Advisors LLC
DECREASED17,25719,233-1,976-10%$951.8K$875.3K-$76.6K2026-10-28
Chris Bulman Inc
DECREASED16,98623,803-6,817-29%$1.2M$861.5K-$316.5K2026-10-20
City Center Advisors, LLC
INCREASED16,63116,020+611+4%$792.8K$843.5K+$50.7K2026-10-08
Keystone Wealth Services, LLC
DECREASED16,33316,813-480-3%$832.1K$829.1K-$3.0K2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED16,30516,325-200%$807.9K$827.0K+$19.1K2026-10-23
NorthCrest Asset Manangement, LLC
NEW15,630—+15,630——$797.8K—2026-10-13
Sterling Financial Planning, Inc.
UNCHANGED14,96214,96200%$740.5K$758.9K+$18.4K2026-10-28
Gateway Investment Advisers LLC
NEW14,500—+14,500——$735.4K—2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED14,39716,947-2,550-15%$838.7K$730.2K-$108.5K2026-10-16
Helium Advisors LLC
UNCHANGED14,33014,33000%$709.2K$726.8K+$17.6K2026-10-23
Straight Path Wealth Management
INCREASED14,08911,755+2,334+20%$581.8K$714.6K+$132.8K2026-10-23
ARS Wealth Advisors Group, LLC
UNCHANGED14,05214,05200%$695.4K$712.7K+$17.3K2026-10-16
Parkside Investments, LLC
DECREASED13,82514,225-400-3%$704.0K$701.2K-$2.8K2026-10-20
Spire Wealth Management
DECREASED13,64514,593-948-6%$722.2K$692.1K-$30.1K2026-10-30
Chicago Partners Investment Group LLC
UNCHANGED13,52213,52200%$669.1K$688.1K+$19.1K2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED13,22913,22900%$654.7K$671.0K+$16.3K2026-10-14
Global Strategic Investment Solutions, LLC
DECREASED12,41812,616-198-2%$624.4K$629.8K+$5.5K2026-10-16
Insight Wealth Partners, LLC
UNCHANGED12,16312,16300%$601.9K$616.9K+$15.0K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED12,02810,098+1,930+19%$499.8K$610.1K+$110.3K2026-11-03
Pinnacle Wealth Management Group, Inc.
UNCHANGED12,01112,01100%$594.4K$609.2K+$14.8K2026-10-15
Kathmere Capital Management, LLC
UNCHANGED11,76811,76800%$582.4K$596.9K+$14.5K2026-10-20
PTM Wealth Management, LLC
UNCHANGED11,72711,72700%$581.2K$599.6K+$18.4K2026-10-23
Atticus Wealth Management, LLC
DECREASED11,42711,467-400%$567.5K$579.6K+$12.1K2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED11,32611,405-79-1%$564.4K$574.5K+$10.0K2026-10-08
Elmwood Wealth Management, Inc.
UNCHANGED11,02411,02400%$545.6K$559.1K+$13.6K2026-10-14
Creative Financial Designs Inc
INCREASED10,5798,775+1,804+21%$434.3K$536.6K+$102.3K2026-11-04
MMA Asset Management LLC
DECREASED10,51313,026-2,513-19%$644.7K$533.2K-$111.4K2026-11-02
My Personal CFO, LLC
UNCHANGED10,00010,00000%$494.9K$507.2K+$12.3K2026-10-14
Cambridge Advisors Inc.
UNCHANGED9,8049,80400%$485.2K$497.3K+$12.1K2026-10-19
Axxcess Wealth Management, LLC
DECREASED9,75710,451-694-7%$517.2K$494.9K-$22.3K2026-10-21
Diversify Wealth Management, LLC
UNCHANGED9,4269,42600%$467.3K$481.6K+$14.2K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED9,4269,42600%$467.3K$481.6K+$14.2K2026-10-20
Ballast Rock Private Wealth LLC
UNCHANGED9,2509,25000%$457.8K$469.2K+$11.4K2026-10-26
Outlook Wealth Advisors, LLC
DECREASED9,17610,788-1,612-15%$533.9K$465.4K-$68.5K2026-10-28
Beacon Financial Advisory LLC
DECREASED9,0419,084-430%$449.6K$458.6K+$9.0K2026-10-16
Archer Investment Corp
UNCHANGED8,8688,86800%$438.9K$449.8K+$10.9K2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED8,4328,43200%$417.3K$427.7K+$10.4K2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED8,3788,102+276+3%$401.0K$424.9K+$24.0K2026-10-09
MGO One Seven LLC
DECREASED8,3788,548-170-2%$423.0K$424.9K+$1.9K2026-10-28
Berkshire Money Management, Inc.
NEW8,204—+8,204——$416.1K—2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED8,1848,18400%$405.0K$415.1K+$10.1K2026-10-13
Bison Wealth, LLC
UNCHANGED8,1598,15900%$405.4K$417.6K+$12.2K2026-10-13
Integrity Alliance, Llc.
UNCHANGED7,8387,83800%$387.9K$397.5K+$9.6K2026-10-29
Allegiance Financial Group Advisory Services LLC
UNCHANGED7,7827,78200%$385.1K$394.7K+$9.6K2026-11-02
Dynamic Advisor Solutions LLC
UNCHANGED7,7047,70400%$381.3K$390.7K+$9.5K2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED7,5107,51000%$371.7K$380.9K+$9.2K2026-11-05
Cypress Wealth Services, LLC
UNCHANGED7,4867,48600%$370.5K$382.8K+$12.3K2026-10-21
Sigma Planning Corp
UNCHANGED7,2167,21600%$357.1K$366.0K+$8.9K2026-10-23
Cornerstone Wealth Group, LLC
UNCHANGED7,2087,20800%$356.7K$365.6K+$8.9K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,0896,483+606+9%$320.8K$359.6K+$38.7K2026-10-14
Krilogy Financial LLC
INCREASED7,0666,011+1,055+18%$297.5K$361.6K+$64.2K2026-10-13
Sagespring Wealth Partners, LLC
DECREASED6,9557,347-392-5%$363.6K$352.7K-$10.9K2026-10-22
Advisor OS, LLC
DECREASED6,9167,709-793-10%$381.5K$350.8K-$30.7K2026-11-03
Signature Estate & Investment Advisors LLC
UNCHANGED6,8196,81900%$337.5K$345.9K+$8.4K2026-10-13
Nations Financial Group Inc,
INCREASED6,2856,257+28+0%$309.7K$318.8K+$9.1K2026-11-05
Peak Wealth Management LLC
UNCHANGED6,1266,12600%$303.2K$312.7K+$9.6K2026-10-26
Hohimer Wealth Management, LLC
UNCHANGED5,9715,97100%$295.5K$302.8K+$7.3K2026-11-04
Compass Ion Advisors, LLC
UNCHANGED5,9315,93100%$293.5K$300.8K+$7.3K2026-10-23
StoneX Group Inc.
INCREASED5,8074,614+1,193+26%$226.1K$292.5K+$66.4K2026-11-03
Maltin Wealth Management, Inc.
UNCHANGED5,7965,79600%$286.8K$294.0K+$7.1K2026-10-13
Vise Technologies, Inc.
DECREASED5,7699,502-3,733-39%$470.3K$292.6K-$177.6K2026-10-29
Bailard, Inc.
UNCHANGED5,6505,65000%$279.6K$286.6K+$6.9K2026-10-13
Three Seasons Wealth, LLC
UNCHANGED5,3985,39800%$267.1K$273.8K+$6.6K2026-11-03
Goldstein Advisors, LLC
INCREASED5,3765,251+125+2%$259.9K$272.7K+$12.8K2026-10-15
Maia Wealth LLC
DECREASED5,1495,193-44-1%$257.0K$261.2K+$4.2K2026-10-19
Fragasso Financial Advisors Inc
UNCHANGED5,0775,07700%$251.3K$259.7K+$8.5K2026-10-13
Integral Investment Advisors, Inc.
UNCHANGED4,9054,90500%$242.7K$248.8K+$6.0K2026-11-03
MBL Wealth, LLC
DECREASED4,8254,875-50-1%$241.3K$244.7K+$3.5K2026-10-22
Midwest Financial Network, LLC
DECREASED4,7294,973-244-5%$246.1K$239.9K-$6.2K2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED4,5894,58900%$227.1K$232.8K+$5.6K2026-11-04
Sherry Group, Inc.
DECREASED4,32073,910-69,590-94%$3.2M$219.1K-$3.0M2026-10-09
Financial Network Wealth Advisors LLC
DECREASED4,2554,433-178-4%$219.4K$215.8K-$3.6K2026-10-28
OFS Enterprise LLC
UNCHANGED4,2454,24500%$210.1K$215.3K+$5.2K2026-10-16
Bank of New York Mellon Corp
UNCHANGED4,0664,06600%$201.2K$206.2K+$5.0K2026-11-05
Stirlingshire Investments, Inc.
NEW4,043—+4,043——$205.1K—2026-11-05
Jacobi Capital Management LLC
NEW3,973—+3,973——$201.5K—2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED3,6423,64200%$180.2K$184.7K+$4.5K2026-11-02
Lanark Financial, Inc.
UNCHANGED3,4213,42100%$169.3K$173.5K+$4.2K2026-10-26
PFS Partners, LLC
UNCHANGED2,8722,87200%$142.1K$145.7K+$3.5K2026-10-21
Tounjian Advisory Partners, LLC
DECREASED2,7622,774-120%$137.3K$140.1K+$2.8K2026-11-04
IFS Advisors, LLC
NEW2,555—+2,555——$129.6K—2026-10-14
Fifth Third Bancorp
UNCHANGED2,5002,50000%$123.7K$126.8K+$3.1K2026-11-05
Wagner Wealth Management, LLC
UNCHANGED2,0002,00000%$99.0K$101.4K+$2.5K2026-10-21
Assetmark, Inc
UNCHANGED97897800%$48.4K$49.6K+$1.2K2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED56556500%$28.0K$28.7K+$6952026-10-30
Noble Wealth Management PBC
DECREASED400500-100-20%$24.7K$20.3K-$4.5K2026-10-01
Chapman Financial Group, LLC
UNCHANGED30030000%$14.8K$15.2K+$3692026-10-26
Elevated Capital Advisors, LLC
UNCHANGED16016000%$7.9K$8.1K+$1972026-11-04
Country Trust Bank
UNCHANGED757500%$3.7K$3.8K+$922026-10-30
Lido Advisors, LLC
CLOSED035,225-35,225-100%$1.7M$0-$1.7M2026-11-04
AlphaStar Capital Management, LLC
CLOSED07,866-7,866-100%$389.3K$0-$389.3K2026-10-16
Blue Sky Capital Consultants Group, Inc.
CLOSED06,234-6,234-100%$308.5K$0-$308.5K2026-10-13
Strategic Blueprint, LLC
CLOSED04,536-4,536-100%$224.5K$0-$224.5K2026-10-22
Evergreen Private Wealth LLC
CLOSED03,547-3,547-100%$175.5K$0-$175.5K2026-10-30
Bullseye Investment Management, LLC
CLOSED02,130-2,130-100%$105.4K$0-$105.4K2026-10-29
Stone House Investment Management, LLC
CLOSED02,102-2,102-100%$104.0K$0-$104.0K2026-10-23
Golden State Wealth Management, LLC
CLOSED0135-135-100%$6.7K$0-$6.7K2026-11-02
Alliancebernstein L.P.
N/A—3,664,225-3,664,225-100%$169.0M———
Penserra Capital Management LLC
N/A—1,485,357-1,485,357-100%$73.5M———
Osaic Holdings, Inc.
N/A—1,178,429-1,178,429-100%$58.3M———
LPL Financial LLC
N/A—737,979-737,979-100%$36.5M———
MML Investors Services, LLC
N/A—671,766-671,766-100%$33.2M———
Blair William & Co
N/A—592,986-592,986-100%$29.3M———
Mutual Advisors, LLC
N/A—579,032-579,032-100%$28.7M———
Raymond James Financial Inc
N/A—507,846-507,846-100%$25.1M———
Focus Partners Wealth
N/A—475,325-475,325-100%$23.5M———
Envestnet Asset Management Inc
N/A—472,274-472,274-100%$23.4M———
Compass Advisory Group LLC
N/A—373,324-373,324-100%$18.5M———
Cetera Investment Advisers
N/A—281,166-281,166-100%$13.9M———
Bellwether Advisors, LLC
N/A—280,308-280,308-100%$13.9M———
Janney Montgomery Scott LLC
N/A—248,461-248,461-100%$12.3M———
Orion Porfolio Solutions, LLC
N/A—222,380-222,380-100%$11.0M———
Beacon Pointe Advisors, LLC
N/A—212,274-212,274-100%$10.5M———
Benjamin Edwards Inc
N/A—184,751-184,751-100%$9.1M———
HighTower Advisors, LLC
N/A—150,134-150,134-100%$7.4M———
Cofg Advisors, LLC
N/A—146,219-146,219-100%$7.2M———
MAI Capital Management
N/A—143,169-143,169-100%$7.1M———
Forty-three Eighteen Advisors, LLC
N/A—141,858-141,858-100%$7.0M———
Steward Partners Investment Advisory, LLC
N/A—132,702-132,702-100%$6.6M———
Principal Securities, Inc.
N/A—125,917-125,917-100%$6.2M———
Bcgm Wealth Management, LLC
N/A—121,396-121,396-100%$6.0M———
Talon Private Wealth, LLC
N/A—113,980-113,980-100%$5.6M———
JDM Financial Group LLC
N/A—103,549-103,549-100%$5.1M———
Cresset Asset Management, LLC
N/A—100,807-100,807-100%$5.0M———
NewEdge Advisors, LLC
N/A—99,096-99,096-100%$4.9M———
OneDigital Investment Advisors LLC
N/A—84,590-84,590-100%$4.2M———
First Commonwealth Financial Corp
N/A—82,914-82,914-100%$4.1M———
CreativeOne Wealth, LLC
N/A—80,757-80,757-100%$4.0M———
Horizon Investments, LLC
N/A—79,577-79,577-100%$3.9M———
MTM Financial Group, LLC
N/A—79,195-79,195-100%$3.9M———
Keating Financial Advisory Services, Inc.
N/A—75,131-75,131-100%$3.7M———
Susquehanna International Group, LLP
N/A—66,903-66,903-100%$3.3M———
Cassady Wealth & Retirement Planning, LLC
N/A—62,910-62,910-100%$3.1M———
Pallas Capital Advisors LLC
N/A—60,816-60,816-100%$3.0M———
Arax Advisory Partners
N/A—59,593-59,593-100%$2.9M———
JPMorgan Chase & Co
N/A—59,107-59,107-100%$2.9M———
HRT Financial LP
N/A—58,663-58,663-100%$2.9M———
Wealth Alliance, LLC
N/A—58,633-58,633-100%$2.9M———
Centaurus Financial, Inc.
N/A—51,386-51,386-100%$2.5M———
World Investment Advisors
N/A—51,190-51,190-100%$2.5M———
Quantinno Capital Management LP
N/A—47,433-47,433-100%$2.3M———
FSA Advisors, Inc.
N/A—44,123-44,123-100%$2.2M———
AE Wealth Management LLC
N/A—43,784-43,784-100%$2.2M———
Nikulski Financial, Inc.
N/A—43,350-43,350-100%$2.1M———
Advisory Services Network, LLC
N/A—41,053-41,053-100%$2.0M———
Merit Financial Group, LLC
N/A—39,966-39,966-100%$2.0M———
Gladstone Institutional Advisory LLC
N/A—39,908-39,908-100%$2.0M———
Arkadios Wealth Advisors
N/A—39,365-39,365-100%$1.9M———
Element Squared LLC
N/A—37,821-37,821-100%$1.9M———
Orion Capital Management LLC
N/A—36,898-36,898-100%$1.8M———
Cerity Partners LLC
N/A—33,982-33,982-100%$1.7M———
Old Mission Capital LLC
N/A—33,469-33,469-100%$1.7M———
Captrust Financial Advisors
N/A—33,169-33,169-100%$1.6M———
Continuum Advisory, LLC
N/A—31,389-31,389-100%$1.6M———
Capital Analysts, LLC
N/A—29,276-29,276-100%$1.4M———
AQR Capital Management LLC
N/A—28,667-28,667-100%$1.4M———
Yarger Wealth Strategies, LLC
N/A—28,444-28,444-100%$1.4M———
Lakeridge Wealth Management LLC
N/A—28,017-28,017-100%$1.4M———
Tradition Wealth Management, LLC
N/A—27,448-27,448-100%$1.4M———
SCS Capital Management LLC
N/A—25,469-25,469-100%$1.3M———
Vantage Point Financial LLC
N/A—25,105-25,105-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—23,706-23,706-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—22,998-22,998-100%$1.1M———
Valmark Advisers, Inc.
N/A—22,713-22,713-100%$1.1M———
Wood Tarver Financial Group, LLC
N/A—22,684-22,684-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—21,227-21,227-100%$1.1M———
Bernard Wealth Management Corp.
N/A—20,246-20,246-100%$1.0M———
GWN Securities Inc.
N/A—19,299-19,299-100%$955.1K———
JT Stratford LLC
N/A—19,181-19,181-100%$949.3K———
Retirement Income Solutions, Inc
N/A—19,175-19,175-100%$884.5K———
Foundations Investment Advisors, LLC
N/A—18,272-18,272-100%$904.3K———
Stratos Wealth Advisors, LLC
N/A—17,541-17,541-100%$868.2K———
Faithward Advisors, LLC
N/A—17,176-17,176-100%$850.0K———
Dakota Wealth Management
N/A—16,360-16,360-100%$809.7K———
Core Wealth Advisors, Inc.
N/A—14,728-14,728-100%$728.9K———
Per Stirling Capital Management, Llc.
N/A—14,561-14,561-100%$720.6K———
Integrated Wealth Concepts LLC
N/A—14,115-14,115-100%$698.6K———
Marshall Financial Group, LLC
N/A—14,041-14,041-100%$694.9K———
Main Street Financial Solutions, LLC
N/A—13,050-13,050-100%$645.8K———
Phoenix Financial Ltd.
N/A—12,770-12,770-100%$631.3K———
Snowden Capital Advisors LLC
N/A—12,717-12,717-100%$629.4K———
PNC Financial Services Group, Inc.
N/A—12,679-12,679-100%$627.5K———
Harbour Investments, Inc.
N/A—12,506-12,506-100%$618.9K———
New Republic Capital, LLC
N/A—11,626-11,626-100%$575.4K———
Sequoia Financial Advisors, LLC
N/A—10,984-10,984-100%$543.6K———
NewEdge Wealth, LLC
N/A—10,521-10,521-100%$520.7K———
Delta Investment Management, LLC
N/A—9,987-9,987-100%$494.3K———
GTS Financial, LLC
N/A—9,914-9,914-100%$436.7K———
Rockefeller Capital Management L.P.
N/A—9,182-9,182-100%$454.4K———
WPWealth LLP
N/A—9,037-9,037-100%$447.2K———
Strategies Wealth Advisors, LLC
N/A—9,000-9,000-100%$445.4K———
Berger Financial Group, Inc
N/A—8,624-8,624-100%$426.8K———
Jane Street Group, LLC
N/A—8,413-8,413-100%$416.4K———
Schnieders Capital Management, Llc.
N/A—6,854-6,854-100%$339.2K———
Belpointe Asset Management LLC
N/A—6,510-6,510-100%$322.2K———
Summit Financial, LLC
N/A—6,335-6,335-100%$313.5K———
Inspire Advisors, LLC
N/A—6,321-6,321-100%$312.8K———
Insigneo Advisory Services, LLC
N/A—6,259-6,259-100%$309.8K———
Ausdal Financial Partners, Inc.
N/A—6,211-6,211-100%$307.4K———
Two Sigma Securities, LLC
N/A—6,098-6,098-100%$301.8K———
Advisory Alpha, LLC
N/A—6,080-6,080-100%$300.9K———
WorthPointe, LLC
N/A—5,995-5,995-100%$296.7K———
Madison Wealth Partners, Inc
N/A—5,715-5,715-100%$282.8K———
Sovereign Financial Group, Inc.
N/A—5,700-5,700-100%$282.1K———
Sequent Planning LLC
N/A—5,696-5,696-100%$281.9K———
Brown Brothers Harriman & Co
N/A—5,505-5,505-100%$272.4K———
Drive Wealth Management, LLC
N/A—5,484-5,484-100%$271.4K———
Calton & Associates, Inc.
N/A—5,189-5,189-100%$256.8K———
Private Advisor Group, LLC
N/A—5,168-5,168-100%$255.8K———
Advyzon Investment Management, LLC
N/A—5,087-5,087-100%$251.8K———
Frisch Financial Group, Inc.
N/A—4,995-4,995-100%$247.2K———
Money Concepts Capital Corp
N/A—4,900-4,900-100%$242.5K———
IHT Wealth Management, LLC
N/A—4,761-4,761-100%$235.6K———
Betterment LLC
N/A—4,501-4,501-100%$223.0K———
Allworth Financial LP
N/A—4,380-4,380-100%$216.8K———
Stephens Inc
N/A—4,080-4,080-100%$201.9K———
Fiduciary Financial Advisors
N/A—3,894-3,894-100%$192.7K———
EP Wealth Advisors, LLC
N/A—2,451-2,451-100%$121.3K———
Global Retirement Partners, LLC
N/A—2,128-2,128-100%$105.3K———
Morgan Stanley
N/A—2,044-2,044-100%$101.2K———
Innovative Asset Advisors Group, LLC
N/A—1,000-1,000-100%$49.5K———
Regatta Research & Money Management
N/A—925-925-100%$45.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—917-917-100%$45.4K———
BFC Planning, Inc.
N/A—917-917-100%$45.4K———
PlanVest Financial, Inc
N/A—638-638-100%$31.6K———
Northwestern Mutual Wealth Management Co
N/A—423-423-100%$20.9K———
Barclays PLC
N/A—400-400-100%$19.8K———
Clearstead Advisors, LLC
N/A—326-326-100%$16.1K———
Ameriflex Group, Inc.
N/A—319-319-100%$15.8K———
Aptus Capital Advisors, LLC
N/A—150-150-100%$7.4K———
O'shaughnessy Asset Management, LLC
N/A—3-3-100%$148———
Pathstone Holdings, LLC
N/A—00—$5.0M———
Showing 305 of 305 institutions