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Innovator U.S. Equity Power (PNOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares492,533 from 503,746
Change-11,213 (-2%)
Value$22.5M (+$128.2K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares300,271 from 350,340
Change-50,069 (-14%)
Value$13.7M (-$1.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares269,556 from 379,841
Change-110,285 (-29%)
Value$12.3M (-$4.5M)
Filed 2026-11-02
Bullseye Investment Management, LLC
NEW
Shares218,173
Change+218,173
Value$10.0M
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares206,175 from 182,919
Change+23,256 (+13%)
Value$9.4M (+$1.3M)
Filed 2026-11-04
Three Seasons Wealth, LLC
DECREASED
Shares123,792 from 126,302
Change-2,510 (-2%)
Value$5.6M (+$45.9K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares114,237 from 117,120
Change-2,883 (-2%)
Value$5.2M (+$17.2K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares111,150 from 116,283
Change-5,133 (-4%)
Value$5.1M (-$86.5K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares95,133 from 68,355
Change+26,778 (+39%)
Value$3.3M (+$1.3M)
Filed 2026-10-13
CRA Financial Services, LLC
DECREASED
Shares94,783 from 98,264
Change-3,481 (-4%)
Value$4.3M (-$34.0K)
Filed 2026-10-16
Gill Capital Partners, LLC
DECREASED
Shares91,107 from 97,460
Change-6,353 (-7%)
Value$4.2M (-$166.1K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares90,973 from 120,666
Change-29,693 (-25%)
Value$4.2M (-$1.2M)
Filed 2026-10-30
Berkshire Money Management, Inc.
DECREASED
Shares80,647 from 608,729
Change-528,082 (-87%)
Value$3.7M (-$23.3M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares62,468 from 21,522
Change+40,946 (+190%)
Value$2.8M (+$1.9M)
Filed 2026-10-16
KFG Wealth Management, LLC
DECREASED
Shares62,165 from 63,759
Change-1,594 (-2%)
Value$2.8M (+$8.3K)
Filed 2026-10-16
Atticus Wealth Management, LLC
DECREASED
Shares53,953 from 54,628
Change-675 (-1%)
Value$2.5M (+$38.6K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares50,706 from 62,050
Change-11,344 (-18%)
Value$2.3M (-$439.0K)
Filed 2026-11-02
Keystone Wealth Services, LLC
DECREASED
Shares49,303 from 54,488
Change-5,185 (-10%)
Value$2.3M (-$166.1K)
Filed 2026-11-03
Southland Equity Partners LLC
DECREASED
Shares48,407 from 48,434
Change-27 (0%)
Value$2.2M (+$60.3K)
Filed 2026-10-14
Apollon Wealth Management, LLC
UNCHANGED
Shares47,008 from 47,008
Change0 (0%)
Value$2.1M (+$59.7K)
Filed 2026-10-23
Buska Wealth Management, LLC
DECREASED
Shares46,076 from 71,337
Change-25,261 (-35%)
Value$2.1M (-$1.1M)
Filed 2026-10-08
Diligent Investors, LLC
UNCHANGED
Shares43,682 from 43,682
Change0 (0%)
Value$2.0M (+$55.5K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares41,634 from 41,700
Change-66 (0%)
Value$1.9M (+$49.9K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
DECREASED
Shares37,874 from 39,487
Change-1,613 (-4%)
Value$1.7M (-$23.4K)
Filed 2026-10-29
BCS Wealth Management
DECREASED
Shares37,094 from 37,493
Change-399 (-1%)
Value$1.7M (+$29.4K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares35,921 from 46,911
Change-10,990 (-23%)
Value$1.6M (-$441.8K)
Filed 2026-10-16
Chris Bulman Inc
DECREASED
Shares35,433 from 35,603
Change-170 (0%)
Value$1.6M (+$37.5K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares34,798 from 35,293
Change-495 (-1%)
Value$1.6M (+$22.2K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
DECREASED
Shares34,502 from 35,332
Change-830 (-2%)
Value$1.6M (+$7.0K)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares33,731 from 33,731
Change0 (0%)
Value$1.5M (+$42.8K)
Filed 2026-10-30
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares33,647 from 35,086
Change-1,439 (-4%)
Value$1.5M (-$21.1K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares30,340 from 32,452
Change-2,112 (-7%)
Value$1.4M (-$41.7K)
Filed 2026-10-09
Bison Wealth, LLC
DECREASED
Shares29,726 from 29,748
Change-22 (0%)
Value$1.4M (+$49.6K)
Filed 2026-10-13
Trek Financial, LLC
UNCHANGED
Shares26,777 from 26,777
Change0 (0%)
Value$1.2M (+$34.0K)
Filed 2026-10-29
James T. Borello RIA
DECREASED
Shares26,454 from 27,335
Change-881 (-3%)
Value$1.2M (-$5.5K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares23,693 from 23,693
Change0 (0%)
Value$1.1M (+$35.3K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares23,040 from 25,265
Change-2,225 (-9%)
Value$1.1M (-$69.1K)
Filed 2026-10-08
BFI Wealth Solutions, LLC
INCREASED
Shares22,556 from 20,006
Change+2,550 (+13%)
Value$1.0M (+$141.7K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
UNCHANGED
Shares22,370 from 22,370
Change0 (0%)
Value$1.0M (+$28.4K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
UNCHANGED
Shares22,154 from 22,154
Change0 (0%)
Value$1.0M (+$40.5K)
Filed 2026-10-13
Csenge Advisory Group
UNCHANGED
Shares20,762 from 20,762
Change0 (0%)
Value$947.2K (+$26.4K)
Filed 2026-11-04
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares20,464 from 20,464
Change0 (0%)
Value$933.6K (+$26.0K)
Filed 2026-10-16
Jessup Wealth Management, Inc
DECREASED
Shares19,363 from 19,693
Change-330 (-2%)
Value$883.3K (+$10.0K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares19,356 from 20,356
Change-1,000 (-5%)
Value$883.0K (-$19.8K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
DECREASED
Shares16,028 from 16,931
Change-903 (-5%)
Value$731.2K (-$19.7K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares15,842 from 16,243
Change-401 (-2%)
Value$728.6K (+$8.2K)
Filed 2026-10-15
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares14,070 from 14,370
Change-300 (-2%)
Value$641.9K (+$4.6K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares13,342 from 13,402
Change-60 (0%)
Value$608.7K (+$14.3K)
Filed 2026-10-13
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares12,119 from 12,119
Change0 (0%)
Value$552.9K (+$15.4K)
Filed 2026-10-13
Visionary Wealth Advisors
UNCHANGED
Shares11,677 from 11,677
Change0 (0%)
Value$532.7K (+$14.8K)
Filed 2026-11-04
Goldstein Advisors, LLC
INCREASED
Shares11,633 from 8,871
Change+2,762 (+31%)
Value$530.7K (+$137.3K)
Filed 2026-10-15
TopTier Wealth Management, LLC
DECREASED
Shares11,273 from 12,555
Change-1,282 (-10%)
Value$514.3K (-$42.5K)
Filed 2026-10-16
McAdam, LLC
UNCHANGED
Shares11,220 from 11,220
Change0 (0%)
Value$511.9K (+$14.2K)
Filed 2026-10-21
Clear Point Advisors Inc.
NEW
Shares10,908
Change+10,908
Value$497.6K
Filed 2026-10-30
Fiduciary Financial Group, LLC
UNCHANGED
Shares10,799 from 10,799
Change0 (0%)
Value$492.7K (+$13.7K)
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares10,666 from 10,666
Change0 (0%)
Value$486.6K (+$13.5K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares10,507 from 11,962
Change-1,455 (-12%)
Value$479.3K (-$51.2K)
Filed 2026-10-13
Crown Wealth Group, LLC
DECREASED
Shares10,010 from 10,035
Change-25 (0%)
Value$456.7K (+$11.6K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
DECREASED
Shares9,914 from 10,886
Change-972 (-9%)
Value$452.3K (-$30.5K)
Filed 2026-10-22
PTM Wealth Management, LLC
UNCHANGED
Shares9,827 from 9,827
Change0 (0%)
Value$453.1K (+$18.1K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
UNCHANGED
Shares9,558 from 9,558
Change0 (0%)
Value$436.0K (+$12.1K)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED
Shares9,494 from 9,870
Change-376 (-4%)
Value$433.1K (-$4.6K)
Filed 2026-11-02
Cornerstone Wealth, LLC
DECREASED
Shares9,345 from 9,348
Change-3 (0%)
Value$427.1K (+$9.2K)
Filed 2026-10-28
Weaver Capital Management LLC
DECREASED
Shares9,298 from 10,495
Change-1,197 (-11%)
Value$424.2K (-$4.7K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares9,241 from 9,649
Change-408 (-4%)
Value$421.6K (-$6.4K)
Filed 2026-10-14
Michels Family Financial, LLC
UNCHANGED
Shares8,880 from 8,880
Change0 (0%)
Value$405.1K (+$11.3K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares8,647 from 11,463
Change-2,816 (-25%)
Value$394.5K (-$113.9K)
Filed 2026-11-03
Capital Square, LLC
UNCHANGED
Shares8,568 from 8,568
Change0 (0%)
Value$390.9K (+$8.1K)
Filed 2026-10-19
Straight Path Wealth Management
UNCHANGED
Shares8,490 from 8,490
Change0 (0%)
Value$387.3K (+$10.8K)
Filed 2026-10-23
Pacific Park Financial, Inc.
UNCHANGED
Shares8,383 from 8,383
Change0 (0%)
Value$382.4K (+$10.6K)
Filed 2026-10-13
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares8,371 from 8,445
Change-74 (-1%)
Value$381.9K (+$7.3K)
Filed 2026-10-13
Central Valley Advisors, LLC
UNCHANGED
Shares8,243 from 8,243
Change0 (0%)
Value$376.0K (+$10.5K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
DECREASED
Shares8,191 from 8,195
Change-4 (0%)
Value$373.7K (+$10.2K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares7,921 from 8,064
Change-143 (-2%)
Value$361.4K (+$3.7K)
Filed 2026-10-28
Fiduciary Alliance LLC
UNCHANGED
Shares7,862 from 7,862
Change0 (0%)
Value$358.7K (+$10.0K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares7,614 from 7,543
Change+71 (+1%)
Value$347.4K (+$12.8K)
Filed 2026-10-19
TrustBank
UNCHANGED
Shares7,575 from 7,575
Change0 (0%)
Value$345.6K (+$9.6K)
Filed 2026-10-20
O'Connor Financial Group LLC
INCREASED
Shares7,263 from 7,197
Change+66 (+1%)
Value$331.3K (+$12.2K)
Filed 2026-10-26
Weaver Consulting Group
INCREASED
Shares7,221 from 6,912
Change+309 (+4%)
Value$329.4K (+$22.9K)
Filed 2026-10-07
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares7,006 from 7,006
Change0 (0%)
Value$319.6K (+$8.9K)
Filed 2026-11-04
Foundry Financial Group, Inc.
UNCHANGED
Shares6,827 from 6,827
Change0 (0%)
Value$311.4K (+$8.7K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
UNCHANGED
Shares6,770 from 6,770
Change0 (0%)
Value$308.8K (+$8.6K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
DECREASED
Shares6,633 from 6,676
Change-43 (-1%)
Value$302.6K (+$6.5K)
Filed 2026-10-08
Valtinson Bruner Financial Planning LLC
DECREASED
Shares6,463 from 7,463
Change-1,000 (-13%)
Value$294.8K (-$36.1K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares6,425 from 7,162
Change-737 (-10%)
Value$293 (-$317.7K)
Filed 2026-10-22
Simplicity Wealth,LLC
UNCHANGED
Shares6,337 from 6,337
Change0 (0%)
Value$289.1K (+$8.0K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares6,245 from 7,125
Change-880 (-12%)
Value$284.8K (-$31.1K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares6,116 from 6,966
Change-850 (-12%)
Value$279.0K (-$29.9K)
Filed 2026-10-23
HB Wealth Management, LLC
UNCHANGED
Shares6,069 from 6,069
Change0 (0%)
Value$276.9K (+$7.7K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares6,067 from 5,706
Change+361 (+6%)
Value$276.8K (+$23.7K)
Filed 2026-10-08
Seven Hills Financial, LLC
NEW
Shares5,468
Change+5,468
Value$249.5K
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,269 from 4,069
Change+1,200 (+29%)
Value$240.4K (+$59.9K)
Filed 2026-11-03
Krilogy Financial LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$231.1K (+$9.3K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED
Shares4,817 from 4,817
Change0 (0%)
Value$219.8K (+$6.1K)
Filed 2026-11-05
Creative Planning
UNCHANGED
Shares4,719 from 4,719
Change0 (0%)
Value$215.3K (+$6.0K)
Filed 2026-11-02
Lotus Asset Management LLC
UNCHANGED
Shares4,541 from 4,541
Change0 (0%)
Value$207.2K (+$5.8K)
Filed 2026-10-14
BigSur Wealth Management LLC
INCREASED
Shares4,274 from 4,060
Change+214 (+5%)
Value$195.0K (+$14.9K)
Filed 2026-10-13
IMG Wealth Management, Inc.
DECREASED
Shares4,077 from 4,366
Change-289 (-7%)
Value$186.0K (-$7.6K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED
Shares4,045 from 4,155
Change-110 (-3%)
Value$184.5K (+$258)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares3,173
Change+3,173
Value$144.8K
Filed 2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$136.9K (+$3.8K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$132.3K (+$3.7K)
Filed 2026-11-04
AlphaCore Capital LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$100.4K (+$2.8K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$75.5K (+$2.1K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$61.1K (+$1.7K)
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$60.7K (+$1.7K)
Filed 2026-10-20
Phillips Financial Management, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$55.7K (+$1.5K)
Filed 2026-10-19
Assetmark, Inc
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$27.7K (+$772)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares600 from 1,200
Change-600 (-50%)
Value$27.4K (-$25.8K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares577
Change+577
Value$26.3K
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$18.2K (+$508)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$16 (-$16.0K)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$14.7K (+$410)
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$8.2K (+$229)
Filed 2026-11-04
Sherry Group, Inc.
CLOSED
Shares0 from 85,017
Change-85,017 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 76,449
Change-76,449 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-15
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 8,262
Change-8,262 (-100%)
Value$0 (-$366.4K)
Filed 2026-10-16
Websterrogers Financial Advisors, LLC
CLOSED
Shares0 from 5,858
Change-5,858 (-100%)
Value$0 (-$259.8K)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.6M (-$23.1K)
Filed 2026-10-29
Alliancebernstein L.P.
N/A
Shares— from 5,197,340
Change-5,197,340 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,674,521
Change-1,674,521 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 598,159
Change-598,159 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 404,195
Change-404,195 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 376,834
Change-376,834 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 314,558
Change-314,558 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 298,072
Change-298,072 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 264,300
Change-264,300 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 262,014
Change-262,014 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 255,479
Change-255,479 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 253,353
Change-253,353 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 134,829
Change-134,829 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 116,320
Change-116,320 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 100,754
Change-100,754 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 82,779
Change-82,779 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 79,786
Change-79,786 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 71,238
Change-71,238 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 68,525
Change-68,525 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 68,115
Change-68,115 (-100%)
Value—
Blair William & Co
N/A
Shares— from 56,187
Change-56,187 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 56,162
Change-56,162 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 55,299
Change-55,299 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 51,564
Change-51,564 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 51,454
Change-51,454 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 48,777
Change-48,777 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 47,452
Change-47,452 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 44,865
Change-44,865 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 39,475
Change-39,475 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 35,893
Change-35,893 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,460
Change-35,460 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 35,112
Change-35,112 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 34,962
Change-34,962 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 31,624
Change-31,624 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 31,541
Change-31,541 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 27,887
Change-27,887 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,634
Change-27,634 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 27,124
Change-27,124 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 27,069
Change-27,069 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 26,958
Change-26,958 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 26,499
Change-26,499 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 25,445
Change-25,445 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 23,667
Change-23,667 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 22,212
Change-22,212 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,715
Change-21,715 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 20,153
Change-20,153 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,239
Change-19,239 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 18,829
Change-18,829 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,670
Change-18,670 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,082
Change-18,082 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 17,178
Change-17,178 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,083
Change-17,083 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,591
Change-16,591 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,126
Change-16,126 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 12,462
Change-12,462 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 11,326
Change-11,326 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 11,233
Change-11,233 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,074
Change-11,074 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,830
Change-10,830 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 10,506
Change-10,506 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,448
Change-9,448 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 8,127
Change-8,127 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,756
Change-7,756 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 556
Change-556 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 425
Change-425 (-100%)
Value—
Barclays PLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED492,533503,746-11,213-2%$22.3M$22.5M+$128.2K2026-10-22
Kestra Advisory Services, LLC
DECREASED300,271350,340-50,069-14%$15.5M$13.7M-$1.8M2026-11-02
Commonwealth Equity Services, LLC
DECREASED269,556379,841-110,285-29%$16.8M$12.3M-$4.5M2026-11-02
Bullseye Investment Management, LLC
NEW218,173—+218,173——$10.0M—2026-10-29
Lido Advisors, LLC
INCREASED206,175182,919+23,256+13%$8.1M$9.4M+$1.3M2026-11-04
Three Seasons Wealth, LLC
DECREASED123,792126,302-2,510-2%$5.6M$5.6M+$45.9K2026-11-03
Nations Financial Group Inc,
DECREASED114,237117,120-2,883-2%$5.2M$5.2M+$17.2K2026-11-05
CoreCap Advisors, LLC
DECREASED111,150116,283-5,133-4%$5.2M$5.1M-$86.5K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED95,13368,355+26,778+39%$2.0M$3.3M+$1.3M2026-10-13
CRA Financial Services, LLC
DECREASED94,78398,264-3,481-4%$4.4M$4.3M-$34.0K2026-10-16
Gill Capital Partners, LLC
DECREASED91,10797,460-6,353-7%$4.3M$4.2M-$166.1K2026-10-13
Truist Financial Corp
DECREASED90,973120,666-29,693-25%$5.4M$4.2M-$1.2M2026-10-30
Berkshire Money Management, Inc.
DECREASED80,647608,729-528,082-87%$27.0M$3.7M-$23.3M2026-10-21
Concurrent Investment Advisors, LLC
INCREASED62,46821,522+40,946+190%$954.5K$2.8M+$1.9M2026-10-16
KFG Wealth Management, LLC
DECREASED62,16563,759-1,594-2%$2.8M$2.8M+$8.3K2026-10-16
Atticus Wealth Management, LLC
DECREASED53,95354,628-675-1%$2.4M$2.5M+$38.6K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED50,70662,050-11,344-18%$2.8M$2.3M-$439.0K2026-11-02
Keystone Wealth Services, LLC
DECREASED49,30354,488-5,185-10%$2.4M$2.3M-$166.1K2026-11-03
Southland Equity Partners LLC
DECREASED48,40748,434-270%$2.1M$2.2M+$60.3K2026-10-14
Apollon Wealth Management, LLC
UNCHANGED47,00847,00800%$2.1M$2.1M+$59.7K2026-10-23
Buska Wealth Management, LLC
DECREASED46,07671,337-25,261-35%$3.2M$2.1M-$1.1M2026-10-08
Diligent Investors, LLC
UNCHANGED43,68243,68200%$1.9M$2.0M+$55.5K2026-10-21
Cape Investment Advisory, Inc.
DECREASED41,63441,700-660%$1.8M$1.9M+$49.9K2026-10-13
Blue Bell Private Wealth Management, LLC
DECREASED37,87439,487-1,613-4%$1.8M$1.7M-$23.4K2026-10-29
BCS Wealth Management
DECREASED37,09437,493-399-1%$1.7M$1.7M+$29.4K2026-11-03
IFP Advisors, Inc
DECREASED35,92146,911-10,990-23%$2.1M$1.6M-$441.8K2026-10-16
Chris Bulman Inc
DECREASED35,43335,603-1700%$1.6M$1.6M+$37.5K2026-10-20
Patriot Financial Group Insurance Agency, LLC
DECREASED34,79835,293-495-1%$1.6M$1.6M+$22.2K2026-10-14
Ascent Wealth Partners, LLC
DECREASED34,50235,332-830-2%$1.6M$1.6M+$7.0K2026-10-23
Spire Wealth Management
UNCHANGED33,73133,73100%$1.5M$1.5M+$42.8K2026-10-30
Allegiance Financial Group Advisory Services LLC
DECREASED33,64735,086-1,439-4%$1.6M$1.5M-$21.1K2026-11-02
Castle Rock Wealth Management, LLC
DECREASED30,34032,452-2,112-7%$1.4M$1.4M-$41.7K2026-10-09
Bison Wealth, LLC
DECREASED29,72629,748-220%$1.3M$1.4M+$49.6K2026-10-13
Trek Financial, LLC
UNCHANGED26,77726,77700%$1.2M$1.2M+$34.0K2026-10-29
James T. Borello RIA
DECREASED26,45427,335-881-3%$1.2M$1.2M-$5.5K2026-10-16
NorthCrest Asset Manangement, LLC
UNCHANGED23,69323,69300%$1.1M$1.1M+$35.3K2026-10-13
Farther Finance Advisors, LLC
DECREASED23,04025,265-2,225-9%$1.1M$1.1M-$69.1K2026-10-08
BFI Wealth Solutions, LLC
INCREASED22,55620,006+2,550+13%$887.3K$1.0M+$141.7K2026-10-16
Axxcess Wealth Management, LLC
UNCHANGED22,37022,37000%$992.1K$1.0M+$28.4K2026-10-21
Fragasso Financial Advisors Inc
UNCHANGED22,15422,15400%$982.5K$1.0M+$40.5K2026-10-13
Csenge Advisory Group
UNCHANGED20,76220,76200%$920.8K$947.2K+$26.4K2026-11-04
Global Strategic Investment Solutions, LLC
UNCHANGED20,46420,46400%$907.6K$933.6K+$26.0K2026-10-16
Jessup Wealth Management, Inc
DECREASED19,36319,693-330-2%$873.4K$883.3K+$10.0K2026-10-20
Independent Financial Group, LLC
DECREASED19,35620,356-1,000-5%$902.8K$883.0K-$19.8K2026-10-13
Tounjian Advisory Partners, LLC
DECREASED16,02816,931-903-5%$750.9K$731.2K-$19.7K2026-11-04
AdvisorNet Financial, Inc
DECREASED15,84216,243-401-2%$720.4K$728.6K+$8.2K2026-10-15
Pinnacle Wealth Management Group, Inc.
DECREASED14,07014,370-300-2%$637.3K$641.9K+$4.6K2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED13,34213,402-600%$594.4K$608.7K+$14.3K2026-10-13
Lineweaver Wealth Advisors, LLC
UNCHANGED12,11912,11900%$537.5K$552.9K+$15.4K2026-10-13
Visionary Wealth Advisors
UNCHANGED11,67711,67700%$517.9K$532.7K+$14.8K2026-11-04
Goldstein Advisors, LLC
INCREASED11,6338,871+2,762+31%$393.4K$530.7K+$137.3K2026-10-15
TopTier Wealth Management, LLC
DECREASED11,27312,555-1,282-10%$556.8K$514.3K-$42.5K2026-10-16
McAdam, LLC
UNCHANGED11,22011,22000%$497.6K$511.9K+$14.2K2026-10-21
Clear Point Advisors Inc.
NEW10,908—+10,908——$497.6K—2026-10-30
Fiduciary Financial Group, LLC
UNCHANGED10,79910,79900%$478.9K$492.7K+$13.7K2026-10-13
Archer Investment Corp
UNCHANGED10,66610,66600%$473.0K$486.6K+$13.5K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED10,50711,962-1,455-12%$530.5K$479.3K-$51.2K2026-10-13
Crown Wealth Group, LLC
DECREASED10,01010,035-250%$445.1K$456.7K+$11.6K2026-10-19
Sagespring Wealth Partners, LLC
DECREASED9,91410,886-972-9%$482.8K$452.3K-$30.5K2026-10-22
PTM Wealth Management, LLC
UNCHANGED9,8279,82700%$435.0K$453.1K+$18.1K2026-10-23
Koshinski Asset Management, Inc.
UNCHANGED9,5589,55800%$423.9K$436.0K+$12.1K2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED9,4949,870-376-4%$437.7K$433.1K-$4.6K2026-11-02
Cornerstone Wealth, LLC
DECREASED9,3459,348-30%$417.9K$427.1K+$9.2K2026-10-28
Weaver Capital Management LLC
DECREASED9,29810,495-1,197-11%$428.8K$424.2K-$4.7K2026-10-15
Focus Financial Network, Inc.
DECREASED9,2419,649-408-4%$427.9K$421.6K-$6.4K2026-10-14
Michels Family Financial, LLC
UNCHANGED8,8808,88000%$393.8K$405.1K+$11.3K2026-11-02
RFG Advisory, LLC
DECREASED8,64711,463-2,816-25%$508.4K$394.5K-$113.9K2026-11-03
Capital Square, LLC
UNCHANGED8,5688,56800%$382.7K$390.9K+$8.1K2026-10-19
Straight Path Wealth Management
UNCHANGED8,4908,49000%$376.5K$387.3K+$10.8K2026-10-23
Pacific Park Financial, Inc.
UNCHANGED8,3838,38300%$371.8K$382.4K+$10.6K2026-10-13
Blue Sky Capital Consultants Group, Inc.
DECREASED8,3718,445-74-1%$374.5K$381.9K+$7.3K2026-10-13
Central Valley Advisors, LLC
UNCHANGED8,2438,24300%$365.6K$376.0K+$10.5K2026-10-27
Outlook Wealth Advisors, LLC
DECREASED8,1918,195-40%$363.4K$373.7K+$10.2K2026-10-28
MGO One Seven LLC
DECREASED7,9218,064-143-2%$357.6K$361.4K+$3.7K2026-10-28
Fiduciary Alliance LLC
UNCHANGED7,8627,86200%$348.7K$358.7K+$10.0K2026-10-13
Retirement Planning Group, LLC
INCREASED7,6147,543+71+1%$334.5K$347.4K+$12.8K2026-10-19
TrustBank
UNCHANGED7,5757,57500%$336.0K$345.6K+$9.6K2026-10-20
O'Connor Financial Group LLC
INCREASED7,2637,197+66+1%$319.2K$331.3K+$12.2K2026-10-26
Weaver Consulting Group
INCREASED7,2216,912+309+4%$306.6K$329.4K+$22.9K2026-10-07
Caliber Wealth Management, LLC / KS
UNCHANGED7,0067,00600%$310.7K$319.6K+$8.9K2026-11-04
Foundry Financial Group, Inc.
UNCHANGED6,8276,82700%$302.8K$311.4K+$8.7K2026-10-28
Cardinal Point Capital Management ULC
UNCHANGED6,7706,77000%$300.3K$308.8K+$8.6K2026-10-21
Galvin, Gaustad & Stein, LLC
DECREASED6,6336,676-43-1%$296.1K$302.6K+$6.5K2026-10-08
Valtinson Bruner Financial Planning LLC
DECREASED6,4637,463-1,000-13%$331.0K$294.8K-$36.1K2026-11-02
Wedbush Securities Inc
DECREASED6,4257,162-737-10%$318.0K$293-$317.7K2026-10-22
Simplicity Wealth,LLC
UNCHANGED6,3376,33700%$281.0K$289.1K+$8.0K2026-10-23
City Holding Co
DECREASED6,2457,125-880-12%$315.9K$284.8K-$31.1K2026-10-19
Sigma Planning Corp
DECREASED6,1166,966-850-12%$308.9K$279.0K-$29.9K2026-10-23
HB Wealth Management, LLC
UNCHANGED6,0696,06900%$269.2K$276.9K+$7.7K2026-10-23
First Heartland Consultants, Inc.
INCREASED6,0675,706+361+6%$253.1K$276.8K+$23.7K2026-10-08
Seven Hills Financial, LLC
NEW5,468—+5,468——$249.5K—2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED5,2694,069+1,200+29%$180.5K$240.4K+$59.9K2026-11-03
Krilogy Financial LLC
UNCHANGED5,0005,00000%$221.8K$231.1K+$9.3K2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED4,8174,81700%$213.6K$219.8K+$6.1K2026-11-05
Creative Planning
UNCHANGED4,7194,71900%$209.3K$215.3K+$6.0K2026-11-02
Lotus Asset Management LLC
UNCHANGED4,5414,54100%$201.4K$207.2K+$5.8K2026-10-14
BigSur Wealth Management LLC
INCREASED4,2744,060+214+5%$180.1K$195.0K+$14.9K2026-10-13
IMG Wealth Management, Inc.
DECREASED4,0774,366-289-7%$193.6K$186.0K-$7.6K2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED4,0454,155-110-3%$184.3K$184.5K+$2582026-10-23
IFS Advisors, LLC
NEW3,173—+3,173——$144.8K—2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED3,0003,00000%$133.1K$136.9K+$3.8K2026-11-04
Creative Financial Designs Inc
UNCHANGED2,9002,90000%$128.6K$132.3K+$3.7K2026-11-04
AlphaCore Capital LLC
UNCHANGED2,2002,20000%$97.6K$100.4K+$2.8K2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED1,6561,65600%$73.4K$75.5K+$2.1K2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED1,3401,34000%$59.4K$61.1K+$1.7K2026-10-30
Private Trust Co NA
UNCHANGED1,3301,33000%$59.0K$60.7K+$1.7K2026-10-20
Phillips Financial Management, LLC
UNCHANGED1,2201,22000%$54.1K$55.7K+$1.5K2026-10-19
Assetmark, Inc
UNCHANGED60860800%$27.0K$27.7K+$7722026-10-21
Lanark Financial, Inc.
DECREASED6001,200-600-50%$53.2K$27.4K-$25.8K2026-10-26
Ascentis Independent Advisors
NEW577—+577——$26.3K—2026-11-03
Global Trust Asset Management, LLC
UNCHANGED40040000%$17.7K$18.2K+$5082026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED36036000%$16.0K$16-$16.0K2026-11-04
Evolution Wealth Management Inc.
UNCHANGED32332300%$14.3K$14.7K+$4102026-10-28
Elevated Capital Advisors, LLC
UNCHANGED18018000%$8.0K$8.2K+$2292026-11-04
Sherry Group, Inc.
CLOSED085,017-85,017-100%$3.9M$0-$3.9M2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
CLOSED076,449-76,449-100%$3.4M$0-$3.4M2026-10-15
AlphaStar Capital Management, LLC
CLOSED08,262-8,262-100%$366.4K$0-$366.4K2026-10-16
Websterrogers Financial Advisors, LLC
CLOSED05,858-5,858-100%$259.8K$0-$259.8K2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.6M$1.6M-$23.1K2026-10-29
Alliancebernstein L.P.
N/A—5,197,340-5,197,340-100%$212.4M———
Penserra Capital Management LLC
N/A—1,674,521-1,674,521-100%$74.3M———
Osaic Holdings, Inc.
N/A—598,159-598,159-100%$26.5M———
Focus Partners Wealth
N/A—404,195-404,195-100%$17.9M———
LPL Financial LLC
N/A—376,834-376,834-100%$16.7M———
Foundations Investment Advisors, LLC
N/A—314,558-314,558-100%$14.0M———
Cetera Investment Advisers
N/A—298,072-298,072-100%$13.2M———
Raymond James Financial Inc
N/A—264,300-264,300-100%$11.7M———
HighTower Advisors, LLC
N/A—262,014-262,014-100%$11.6M———
Envestnet Asset Management Inc
N/A—255,479-255,479-100%$11.3M———
Beacon Pointe Advisors, LLC
N/A—253,353-253,353-100%$11.2M———
Bellwether Advisors, LLC
N/A—134,829-134,829-100%$6.0M———
NewEdge Advisors, LLC
N/A—116,320-116,320-100%$5.2M———
MML Investors Services, LLC
N/A—100,754-100,754-100%$4.5M———
Keating Financial Advisory Services, Inc.
N/A—82,779-82,779-100%$3.7M———
Cassady Wealth & Retirement Planning, LLC
N/A—79,786-79,786-100%$3.5M———
Captrust Financial Advisors
N/A—71,238-71,238-100%$3.2M———
Advisory Alpha, LLC
N/A—68,525-68,525-100%$3.0M———
OneDigital Investment Advisors LLC
N/A—68,115-68,115-100%$3.0M———
Blair William & Co
N/A—56,187-56,187-100%$2.5M———
Dakota Wealth Management
N/A—56,162-56,162-100%$2.5M———
Wealth Alliance, LLC
N/A—55,299-55,299-100%$2.5M———
Merit Financial Group, LLC
N/A—51,564-51,564-100%$2.3M———
MTM Financial Group, LLC
N/A—51,454-51,454-100%$2.3M———
MAI Capital Management
N/A—48,777-48,777-100%$2.2M———
Mercer Global Advisors Inc
N/A—47,452-47,452-100%$2.1M———
Cresset Asset Management, LLC
N/A—44,865-44,865-100%$2.0M———
HRT Financial LP
N/A—39,475-39,475-100%$1.8M———
Retirement Income Solutions, Inc
N/A—38,000-38,000-100%$1.6M———
Jacobi Capital Management LLC
N/A—35,893-35,893-100%$1.6M———
Janney Montgomery Scott LLC
N/A—35,460-35,460-100%$1.6M———
Cornerstone Advisors Asset Management, LLC
N/A—35,112-35,112-100%$1.6M———
Freedom Investment Management, Inc.
N/A—34,962-34,962-100%$1.6M———
Citadel Advisors LLC
N/A—31,624-31,624-100%$1.4M———
Capital Analysts, LLC
N/A—31,541-31,541-100%$1.4M———
First Commonwealth Financial Corp
N/A—27,887-27,887-100%$1.2M———
Susquehanna International Group, LLP
N/A—27,634-27,634-100%$1.2M———
Rothschild Wealth LLC
N/A—27,124-27,124-100%$1.2M———
Cerity Partners LLC
N/A—27,069-27,069-100%$1.2M———
WPWealth LLP
N/A—26,958-26,958-100%$1.2M———
CreativeOne Wealth, LLC
N/A—26,499-26,499-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—25,445-25,445-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—23,667-23,667-100%$1.0M———
Orion Capital Management LLC
N/A—22,212-22,212-100%$985.1K———
Arax Advisory Partners
N/A—21,715-21,715-100%$963.1K———
FSA Advisors, Inc.
N/A—20,153-20,153-100%$893.8K———
Steward Partners Investment Advisory, LLC
N/A—19,239-19,239-100%$853.3K———
Northern Trust Corp
N/A—18,829-18,829-100%$835.1K———
Advisory Services Network, LLC
N/A—18,670-18,670-100%$828.0K———
Quantinno Capital Management LP
N/A—18,082-18,082-100%$801.9K———
Morgan Stanley
N/A—17,178-17,178-100%$761.8K———
Savvy Advisors, Inc.
N/A—17,083-17,083-100%$757.6K———
AE Wealth Management LLC
N/A—16,591-16,591-100%$735.8K———
Mariner, LLC
N/A—16,126-16,126-100%$715.2K———
World Investment Advisors
N/A—13,701-13,701-100%$587.8K———
Cofg Advisors, LLC
N/A—12,462-12,462-100%$552.7K———
Beck Capital Management, LLC
N/A—11,614-11,614-100%$515.1K———
Faithward Advisors, LLC
N/A—11,347-11,347-100%$503.2K———
Sfmg, LLC
N/A—11,326-11,326-100%$502.3K———
Forty-three Eighteen Advisors, LLC
N/A—11,233-11,233-100%$498.2K———
Sequoia Financial Advisors, LLC
N/A—11,074-11,074-100%$491.1K———
Private Advisor Group, LLC
N/A—10,830-10,830-100%$480.3K———
Lakeridge Wealth Management LLC
N/A—10,506-10,506-100%$465.9K———
Main Street Financial Solutions, LLC
N/A—9,800-9,800-100%$434.6K———
Continuum Advisory, LLC
N/A—9,796-9,796-100%$434.5K———
Waterloo Capital, L.P.
N/A—9,718-9,718-100%$431.0K———
Access Financial Services, Inc.
N/A—9,700-9,700-100%$430.2K———
Ausdal Financial Partners, Inc.
N/A—9,448-9,448-100%$419.0K———
Wood Tarver Financial Group, LLC
N/A—8,127-8,127-100%$360.0K———
Insigneo Advisory Services, LLC
N/A—8,097-8,097-100%$359.1K———
Intentional Wealth Strategies, LLC
N/A—8,029-8,029-100%$356.1K———
JPMorgan Chase & Co
N/A—7,756-7,756-100%$342.3K———
Global Retirement Partners, LLC
N/A—7,233-7,233-100%$320.8K———
Yarger Wealth Strategies, LLC
N/A—6,754-6,754-100%$301.7K———
Valmark Advisers, Inc.
N/A—6,460-6,460-100%$286.5K———
Arkadios Wealth Advisors
N/A—6,458-6,458-100%$286.4K———
Summit Wealth Partners, LLC
N/A—6,059-6,059-100%$268.7K———
WealthShield Partners, LLC
N/A—5,875-5,875-100%$260.6K———
Tradition Wealth Management, LLC
N/A—5,791-5,791-100%$256.8K———
Nikulski Financial, Inc.
N/A—5,612-5,612-100%$248.9K———
Mutual Advisors, LLC
N/A—5,585-5,585-100%$247.7K———
LaSalle St. Investment Advisors, LLC
N/A—5,538-5,538-100%$245.6K———
Calton & Associates, Inc.
N/A—5,519-5,519-100%$244.8K———
Principal Securities, Inc.
N/A—5,313-5,313-100%$235.6K———
Bank of America Corp
N/A—5,000-5,000-100%$221.8K———
Thoroughbred Financial Services, LLC
N/A—4,900-4,900-100%$217.0K———
Stratos Wealth Advisors, LLC
N/A—4,869-4,869-100%$215.9K———
Disciplined Investments, LLC
N/A—4,835-4,835-100%$214.4K———
Garden State Investment Advisory Services LLC
N/A—4,807-4,807-100%$213.2K———
Triton Financial Group Inc
N/A—4,658-4,658-100%$206.6K———
Centaurus Financial, Inc.
N/A—3,922-3,922-100%$174.0K———
EP Wealth Advisors, LLC
N/A—2,595-2,595-100%$115.1K———
Harbour Investments, Inc.
N/A—2,556-2,556-100%$113.4K———
RED Reef Advisors LLC
N/A—2,060-2,060-100%$91.4K———
IFG Advisory, LLC
N/A—1,822-1,822-100%$80.8K———
MidFirst Bank
N/A—1,163-1,163-100%$51.6K———
Bernard Wealth Management Corp.
N/A—556-556-100%$24.7K———
Rockefeller Capital Management L.P.
N/A—500-500-100%$22.2K———
Northwestern Mutual Wealth Management Co
N/A—425-425-100%$18.8K———
Barclays PLC
N/A—136-136-100%$6.0K———
Showing 219 of 219 institutions