Innovator U.S. Small Cap POW (KOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Creative Planning

DECREASED

Shares162,069 from 163,752

Change-1,683 (-1%)

Value$6.1M (-$6.2K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares115,663 from 125,507

Change-9,844 (-8%)

Value$4.4M (-$327.3K)

Filed 2026-11-02

BFI Wealth Solutions, LLC

INCREASED

Shares110,518 from 98,837

Change+11,681 (+12%)

Value$4.2M (+$475.1K)

Filed 2026-10-16

Dhjj Financial Advisors, Ltd.

DECREASED

Shares47,450 from 49,663

Change-2,213 (-4%)

Value$1.8M (-$66.1K)

Filed 2026-10-23

Global Strategic Investment Solutions, LLC

DECREASED

Shares46,782 from 51,826

Change-5,044 (-10%)

Value$1.8M (-$172.1K)

Filed 2026-10-16

Blue Bell Private Wealth Management, LLC

DECREASED

Shares44,268 from 44,431

Change-163 (0%)

Value$1.7M (+$9.4K)

Filed 2026-10-29

Capital Investment Advisory Services, LLC

INCREASED

Shares43,917 from 35,029

Change+8,888 (+25%)

Value$1.7M (+$347.4K)

Filed 2026-10-30

Founders Financial Securities LLC

INCREASED

Shares42,718 from 37,226

Change+5,492 (+15%)

Value$1.6M (+$220.1K)

Filed 2026-10-28

Valtinson Bruner Financial Planning LLC

DECREASED

Shares39,937 from 42,093

Change-2,156 (-5%)

Value$1.5M (-$66.6K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares35,314 from 35,934

Change-620 (-2%)

Value$1.3M (-$10.8K)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares32,635 from 38,010

Change-5,375 (-14%)

Value$1.2M (-$189.4K)

Filed 2026-10-30

Independent Financial Group, LLC

INCREASED

Shares27,681 from 27,444

Change+237 (+1%)

Value$1.0M (+$18.5K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares24,411 from 15,063

Change+9,348 (+62%)

Value$589.3K (+$354.0K)

Filed 2026-10-13

IFP Advisors, Inc

DECREASED

Shares24,209 from 25,617

Change-1,408 (-5%)

Value$912.9K (-$44.1K)

Filed 2026-10-16

Concurrent Investment Advisors, LLC

DECREASED

Shares22,546 from 22,779

Change-233 (-1%)

Value$850.2K (-$813)

Filed 2026-10-16

Fragasso Financial Advisors Inc

UNCHANGED

Shares20,353 from 20,353

Change0 (0%)

Value$768.6K (+$8.2K)

Filed 2026-10-13

Long Island Wealth Management, Inc.

UNCHANGED

Shares19,598 from 19,598

Change0 (0%)

Value$739.0K (+$6.9K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares18,787 from 19,237

Change-450 (-2%)

Value$708.0K (-$11.0K)

Filed 2026-11-02

Retirement Guys Formula LLC

UNCHANGED

Shares18,541 from 18,541

Change0 (0%)

Value$699.2K (+$6.5K)

Filed 2026-10-26

Cape Investment Advisory, Inc.

DECREASED

Shares18,450 from 18,500

Change-50 (0%)

Value$695.8K (+$4.6K)

Filed 2026-10-13

Nations Financial Group Inc,

DECREASED

Shares16,931 from 17,447

Change-516 (-3%)

Value$638.5K (-$13.4K)

Filed 2026-11-05

Cornerstone Wealth, LLC

INCREASED

Shares14,609 from 13,210

Change+1,399 (+11%)

Value$549.3K (+$54.3K)

Filed 2026-10-28

Axxcess Wealth Management, LLC

INCREASED

Shares14,532 from 12,228

Change+2,304 (+19%)

Value$548.0K (+$91.2K)

Filed 2026-10-21

Diligent Investors, LLC

INCREASED

Shares14,086 from 13,036

Change+1,050 (+8%)

Value$531.2K (+$44.2K)

Filed 2026-10-21

Fiduciary Financial Group, LLC

UNCHANGED

Shares13,699 from 13,699

Change0 (0%)

Value$516.6K (+$4.8K)

Filed 2026-10-13

Todd Wealth Management, LLC

UNCHANGED

Shares13,260 from 13,260

Change0 (0%)

Value$500.0K (+$4.6K)

Filed 2026-10-19

Wedbush Securities Inc

DECREASED

Shares11,200 from 11,300

Change-100 (-1%)

Value$422 (-$421.6K)

Filed 2026-10-22

PFS Partners, LLC

UNCHANGED

Shares10,776 from 10,776

Change0 (0%)

Value$406.4K (+$3.8K)

Filed 2026-10-21

Prime Capital Investment Advisors, LLC

INCREASED

Shares10,492 from 8,700

Change+1,792 (+21%)

Value$395.7K (+$70.6K)

Filed 2026-10-20

TopTier Wealth Management, LLC

DECREASED

Shares9,766 from 9,774

Change-8 (0%)

Value$368.3K (+$3.1K)

Filed 2026-10-16

Sigma Planning Corp

INCREASED

Shares9,408 from 9,359

Change+49 (+1%)

Value$354.8K (+$5.1K)

Filed 2026-10-23

BCS Wealth Management

DECREASED

Shares9,063 from 9,090

Change-27 (0%)

Value$341.8K (+$2.2K)

Filed 2026-11-03

NorthCrest Asset Manangement, LLC

DECREASED

Shares8,751 from 8,776

Change-25 (0%)

Value$329.3K (+$1.3K)

Filed 2026-10-13

Bullseye Investment Management, LLC

UNCHANGED

Shares8,240 from 8,240

Change0 (0%)

Value$310.7K (+$2.9K)

Filed 2026-10-29

Advisor OS, LLC

DECREASED

Shares8,107 from 8,435

Change-328 (-4%)

Value$305.7K (-$9.4K)

Filed 2026-11-03

CRA Financial Services, LLC

DECREASED

Shares7,400 from 7,620

Change-220 (-3%)

Value$279.1K (-$5.6K)

Filed 2026-10-16

Claro Advisors Inc.

NEW

Shares6,990

Change+6,990

Value$263.6K

Filed 2026-11-02

First Heartland Consultants, Inc.

DECREASED

Shares6,906 from 6,961

Change-55 (-1%)

Value$260.4K (+$362)

Filed 2026-10-08

CoreCap Advisors, LLC

DECREASED

Shares6,849 from 6,957

Change-108 (-2%)

Value$258.3K (-$1.6K)

Filed 2026-10-08

Outlook Wealth Advisors, LLC

DECREASED

Shares6,755 from 6,808

Change-53 (-1%)

Value$254.7K (+$385)

Filed 2026-10-28

Signaturefd, LLC

UNCHANGED

Shares6,527 from 6,527

Change0 (0%)

Value$246.1K (+$2.3K)

Filed 2026-10-23

Elmwood Wealth Management, Inc.

UNCHANGED

Shares6,100 from 6,100

Change0 (0%)

Value$230.0K (+$2.1K)

Filed 2026-10-14

Schulz Wealth, Ltd.

UNCHANGED

Shares5,930 from 5,930

Change0 (0%)

Value$223.6K (+$2.1K)

Filed 2026-11-03

James T. Borello RIA

UNCHANGED

Shares5,919 from 5,919

Change0 (0%)

Value$223.2K (+$2.1K)

Filed 2026-10-16

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares3,740 from 3,740

Change0 (0%)

Value$141.0K (+$1.3K)

Filed 2026-11-03

Noble Wealth Management PBC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$67.9K (+$630)

Filed 2026-10-01

Financial Network Wealth Advisors LLC

UNCHANGED

Shares1,238 from 1,238

Change0 (0%)

Value$46.7K (+$433)

Filed 2026-10-28

IFS Advisors, LLC

NEW

Shares1,001

Change+1,001

Value$37.7K

Filed 2026-10-14

Gilpin Wealth Management, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$15.1K (+$140)

Filed 2026-10-09

PNC Financial Services Group, Inc.

NEW

Shares200

Change+200

Value$7.5K

Filed 2026-11-06

Farther Finance Advisors, LLC

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$6.8K (+$63)

Filed 2026-10-08

Evolution Wealth Management Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.8K (+$35)

Filed 2026-10-28

Winnacle Wealth LLC

CLOSED

Shares0 from 5,876

Change-5,876 (-100%)

Value$0 (-$219.5K)

Filed 2026-10-15

AdvisorNet Financial, Inc

CLOSED

Shares0 from 3,306

Change-3,306 (-100%)

Value$0 (-$123.5K)

Filed 2026-10-15

Larson Financial Group LLC

CLOSED

Shares0 from 353

Change-353 (-100%)

Value$0 (-$13.2K)

Filed 2026-11-05

HighTower Advisors, LLC

N/A

Shares— from 297,483

Change-297,483 (-100%)

Value—

Compass Financial Group, Inc.

N/A

Shares— from 239,489

Change-239,489 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 181,221

Change-181,221 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 166,573

Change-166,573 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 163,752

Change-163,752 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 136,706

Change-136,706 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 70,589

Change-70,589 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 61,892

Change-61,892 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 47,087

Change-47,087 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 41,960

Change-41,960 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 38,791

Change-38,791 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 37,409

Change-37,409 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 32,415

Change-32,415 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 29,396

Change-29,396 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 26,437

Change-26,437 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 23,056

Change-23,056 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 22,296

Change-22,296 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 20,975

Change-20,975 (-100%)

Value—

Compass Advisory Group LLC

N/A

Shares— from 20,326

Change-20,326 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 19,375

Change-19,375 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 14,954

Change-14,954 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 13,352

Change-13,352 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 11,984

Change-11,984 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 11,438

Change-11,438 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 10,850

Change-10,850 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 10,656

Change-10,656 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 10,077

Change-10,077 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 10,070

Change-10,070 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,593

Change-9,593 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 9,300

Change-9,300 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,867

Change-8,867 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 8,555

Change-8,555 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,770

Change-7,770 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,535

Change-7,535 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 7,224

Change-7,224 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 7,155

Change-7,155 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 6,415

Change-6,415 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 4,526

Change-4,526 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 3,250

Change-3,250 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,387

Change-2,387 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,141

Change-1,141 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 350

Change-350 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 337

Change-337 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 307

Change-307 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 305

Change-305 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 230

Change-230 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Creative Planning	DECREASED	162,069	163,752	-1,683	-1%	$6.1M	$6.1M	-$6.2K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	115,663	125,507	-9,844	-8%	$4.7M	$4.4M	-$327.3K	2026-11-02
BFI Wealth Solutions, LLC	INCREASED	110,518	98,837	+11,681	+12%	$3.7M	$4.2M	+$475.1K	2026-10-16
Dhjj Financial Advisors, Ltd.	DECREASED	47,450	49,663	-2,213	-4%	$1.9M	$1.8M	-$66.1K	2026-10-23
Global Strategic Investment Solutions, LLC	DECREASED	46,782	51,826	-5,044	-10%	$1.9M	$1.8M	-$172.1K	2026-10-16
Blue Bell Private Wealth Management, LLC	DECREASED	44,268	44,431	-163	0%	$1.7M	$1.7M	+$9.4K	2026-10-29
Capital Investment Advisory Services, LLC	INCREASED	43,917	35,029	+8,888	+25%	$1.3M	$1.7M	+$347.4K	2026-10-30
Founders Financial Securities LLC	INCREASED	42,718	37,226	+5,492	+15%	$1.4M	$1.6M	+$220.1K	2026-10-28
Valtinson Bruner Financial Planning LLC	DECREASED	39,937	42,093	-2,156	-5%	$1.6M	$1.5M	-$66.6K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	35,314	35,934	-620	-2%	$1.3M	$1.3M	-$10.8K	2026-11-02
Truist Financial Corp	DECREASED	32,635	38,010	-5,375	-14%	$1.4M	$1.2M	-$189.4K	2026-10-30
Independent Financial Group, LLC	INCREASED	27,681	27,444	+237	+1%	$1.0M	$1.0M	+$18.5K	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	24,411	15,063	+9,348	+62%	$235.2K	$589.3K	+$354.0K	2026-10-13
IFP Advisors, Inc	DECREASED	24,209	25,617	-1,408	-5%	$957.1K	$912.9K	-$44.1K	2026-10-16
Concurrent Investment Advisors, LLC	DECREASED	22,546	22,779	-233	-1%	$851.0K	$850.2K	-$813	2026-10-16
Fragasso Financial Advisors Inc	UNCHANGED	20,353	20,353	0	0%	$760.4K	$768.6K	+$8.2K	2026-10-13
Long Island Wealth Management, Inc.	UNCHANGED	19,598	19,598	0	0%	$732.2K	$739.0K	+$6.9K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	18,787	19,237	-450	-2%	$719.0K	$708.0K	-$11.0K	2026-11-02
Retirement Guys Formula LLC	UNCHANGED	18,541	18,541	0	0%	$692.7K	$699.2K	+$6.5K	2026-10-26
Cape Investment Advisory, Inc.	DECREASED	18,450	18,500	-50	0%	$691.2K	$695.8K	+$4.6K	2026-10-13
Nations Financial Group Inc,	DECREASED	16,931	17,447	-516	-3%	$651.8K	$638.5K	-$13.4K	2026-11-05
Cornerstone Wealth, LLC	INCREASED	14,609	13,210	+1,399	+11%	$495.0K	$549.3K	+$54.3K	2026-10-28
Axxcess Wealth Management, LLC	INCREASED	14,532	12,228	+2,304	+19%	$456.8K	$548.0K	+$91.2K	2026-10-21
Diligent Investors, LLC	INCREASED	14,086	13,036	+1,050	+8%	$487.0K	$531.2K	+$44.2K	2026-10-21
Fiduciary Financial Group, LLC	UNCHANGED	13,699	13,699	0	0%	$511.8K	$516.6K	+$4.8K	2026-10-13
Todd Wealth Management, LLC	UNCHANGED	13,260	13,260	0	0%	$495.4K	$500.0K	+$4.6K	2026-10-19
Wedbush Securities Inc	DECREASED	11,200	11,300	-100	-1%	$422.0K	$422	-$421.6K	2026-10-22
PFS Partners, LLC	UNCHANGED	10,776	10,776	0	0%	$402.6K	$406.4K	+$3.8K	2026-10-21
Prime Capital Investment Advisors, LLC	INCREASED	10,492	8,700	+1,792	+21%	$325.0K	$395.7K	+$70.6K	2026-10-20
TopTier Wealth Management, LLC	DECREASED	9,766	9,774	-8	0%	$365.2K	$368.3K	+$3.1K	2026-10-16
Sigma Planning Corp	INCREASED	9,408	9,359	+49	+1%	$349.7K	$354.8K	+$5.1K	2026-10-23
BCS Wealth Management	DECREASED	9,063	9,090	-27	0%	$339.6K	$341.8K	+$2.2K	2026-11-03
NorthCrest Asset Manangement, LLC	DECREASED	8,751	8,776	-25	0%	$328.0K	$329.3K	+$1.3K	2026-10-13
Bullseye Investment Management, LLC	UNCHANGED	8,240	8,240	0	0%	$307.8K	$310.7K	+$2.9K	2026-10-29
Advisor OS, LLC	DECREASED	8,107	8,435	-328	-4%	$315.1K	$305.7K	-$9.4K	2026-11-03
CRA Financial Services, LLC	DECREASED	7,400	7,620	-220	-3%	$284.7K	$279.1K	-$5.6K	2026-10-16
Claro Advisors Inc.	NEW	6,990	—	+6,990	—	—	$263.6K	—	2026-11-02
First Heartland Consultants, Inc.	DECREASED	6,906	6,961	-55	-1%	$260.1K	$260.4K	+$362	2026-10-08
CoreCap Advisors, LLC	DECREASED	6,849	6,957	-108	-2%	$259.9K	$258.3K	-$1.6K	2026-10-08
Outlook Wealth Advisors, LLC	DECREASED	6,755	6,808	-53	-1%	$254.3K	$254.7K	+$385	2026-10-28
Signaturefd, LLC	UNCHANGED	6,527	6,527	0	0%	$243.8K	$246.1K	+$2.3K	2026-10-23
Elmwood Wealth Management, Inc.	UNCHANGED	6,100	6,100	0	0%	$227.9K	$230.0K	+$2.1K	2026-10-14
Schulz Wealth, Ltd.	UNCHANGED	5,930	5,930	0	0%	$221.5K	$223.6K	+$2.1K	2026-11-03
James T. Borello RIA	UNCHANGED	5,919	5,919	0	0%	$221.1K	$223.2K	+$2.1K	2026-10-16
Ashton Thomas Private Wealth, LLC	UNCHANGED	3,740	3,740	0	0%	$139.7K	$141.0K	+$1.3K	2026-11-03
Noble Wealth Management PBC	UNCHANGED	1,800	1,800	0	0%	$67.2K	$67.9K	+$630	2026-10-01
Financial Network Wealth Advisors LLC	UNCHANGED	1,238	1,238	0	0%	$46.3K	$46.7K	+$433	2026-10-28
IFS Advisors, LLC	NEW	1,001	—	+1,001	—	—	$37.7K	—	2026-10-14
Gilpin Wealth Management, LLC	UNCHANGED	400	400	0	0%	$14.9K	$15.1K	+$140	2026-10-09
PNC Financial Services Group, Inc.	NEW	200	—	+200	—	—	$7.5K	—	2026-11-06
Farther Finance Advisors, LLC	UNCHANGED	180	180	0	0%	$6.7K	$6.8K	+$63	2026-10-08
Evolution Wealth Management Inc.	UNCHANGED	100	100	0	0%	$3.7K	$3.8K	+$35	2026-10-28
Winnacle Wealth LLC	CLOSED	0	5,876	-5,876	-100%	$219.5K	$0	-$219.5K	2026-10-15
AdvisorNet Financial, Inc	CLOSED	0	3,306	-3,306	-100%	$123.5K	$0	-$123.5K	2026-10-15
Larson Financial Group LLC	CLOSED	0	353	-353	-100%	$13.2K	$0	-$13.2K	2026-11-05
HighTower Advisors, LLC	N/A	—	297,483	-297,483	-100%	$11.1M	—	—	—
Compass Financial Group, Inc.	N/A	—	239,489	-239,489	-100%	$8.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	181,221	-181,221	-100%	$6.8M	—	—	—
Principal Securities, Inc.	N/A	—	166,573	-166,573	-100%	$6.2M	—	—	—
SageView Advisory Group, LLC	N/A	—	163,752	-163,752	-100%	$6.1M	—	—	—
Cetera Investment Advisers	N/A	—	136,706	-136,706	-100%	$5.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	70,589	-70,589	-100%	$2.6M	—	—	—
LPL Financial LLC	N/A	—	61,892	-61,892	-100%	$2.3M	—	—	—
Old Mission Capital LLC	N/A	—	47,087	-47,087	-100%	$1.8M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	41,960	-41,960	-100%	$1.6M	—	—	—
Focus Partners Wealth	N/A	—	38,791	-38,791	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	37,409	-37,409	-100%	$1.4M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	32,415	-32,415	-100%	$1.2M	—	—	—
Arax Advisory Partners	N/A	—	29,396	-29,396	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	26,437	-26,437	-100%	$987.7K	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	23,056	-23,056	-100%	$861.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	22,296	-22,296	-100%	$833.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	20,975	-20,975	-100%	$784.0K	—	—	—
Compass Advisory Group LLC	N/A	—	20,326	-20,326	-100%	$759.4K	—	—	—
Wealth Alliance, LLC	N/A	—	19,375	-19,375	-100%	$723.9K	—	—	—
Advisory Services Network, LLC	N/A	—	14,954	-14,954	-100%	$558.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	13,352	-13,352	-100%	$498.8K	—	—	—
FSA Advisors, Inc.	N/A	—	11,984	-11,984	-100%	$447.7K	—	—	—
Quantinno Capital Management LP	N/A	—	11,438	-11,438	-100%	$427.3K	—	—	—
Tradition Wealth Management, LLC	N/A	—	10,850	-10,850	-100%	$405.4K	—	—	—
First Commonwealth Financial Corp	N/A	—	10,656	-10,656	-100%	$398.1K	—	—	—
AE Wealth Management LLC	N/A	—	10,077	-10,077	-100%	$376.5K	—	—	—
Capital Analysts, LLC	N/A	—	10,070	-10,070	-100%	$376.0K	—	—	—
MML Investors Services, LLC	N/A	—	9,593	-9,593	-100%	$358.4K	—	—	—
Captrust Financial Advisors	N/A	—	9,300	-9,300	-100%	$347.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,867	-8,867	-100%	$331.3K	—	—	—
Wealthgarden F.S. LLC	N/A	—	8,555	-8,555	-100%	$319.6K	—	—	—
Private Advisor Group, LLC	N/A	—	7,770	-7,770	-100%	$290.3K	—	—	—
Citadel Advisors LLC	N/A	—	7,535	-7,535	-100%	$281.5K	—	—	—
World Investment Advisors	N/A	—	7,224	-7,224	-100%	$263.0K	—	—	—
Vantage Point Financial LLC	N/A	—	7,155	-7,155	-100%	$267.3K	—	—	—
MAI Capital Management	N/A	—	6,415	-6,415	-100%	$239.7K	—	—	—
RED Reef Advisors LLC	N/A	—	4,526	-4,526	-100%	$169.1K	—	—	—
WealthShield Partners, LLC	N/A	—	3,250	-3,250	-100%	$121.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,387	-2,387	-100%	$89.2K	—	—	—
Harbour Investments, Inc.	N/A	—	1,141	-1,141	-100%	$42.6K	—	—	—
PlanVest Financial, Inc	N/A	—	350	-350	-100%	$13.1K	—	—	—
Luminist Capital LLC	N/A	—	337	-337	-100%	$12.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	307	-307	-100%	$11.5K	—	—	—
Vision Retirement, LLC	N/A	—	305	-305	-100%	$11.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	230	-230	-100%	$8.6K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$37	—	—	—

Showing 102 of 102 institutions