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Innovator Growth-100 Power B (NOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares247,975 from 255,126
Change-7,151 (-3%)
Value$16.0M (+$37.7K)
Filed 2026-11-02
Investment Management Corp
DECREASED
Shares182,699 from 184,121
Change-1,422 (-1%)
Value$11.8M (+$268.3K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares122,987 from 75,703
Change+47,284 (+62%)
Value$7.9M (+$3.2M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares79,851 from 88,637
Change-8,786 (-10%)
Value$5.1M (-$393.2K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares35,789 from 40,965
Change-5,176 (-13%)
Value$2.3M (-$253.0K)
Filed 2026-11-02
Hofer & Associates. Inc
NEW
Shares33,424
Change+33,424
Value$2.2M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares33,424 from 33,966
Change-542 (-2%)
Value$2.2M (+$31.5K)
Filed 2026-10-14
Certified Advisory Corp
DECREASED
Shares30,217 from 31,248
Change-1,031 (-3%)
Value$1.9M (-$5.4K)
Filed 2026-10-29
Cornerstone Wealth, LLC
INCREASED
Shares28,522 from 23,385
Change+5,137 (+22%)
Value$1.8M (+$330.5K)
Filed 2026-10-28
Diligent Investors, LLC
UNCHANGED
Shares28,198 from 28,198
Change0 (0%)
Value$1.8M (+$55.1K)
Filed 2026-10-21
Jacobi Capital Management LLC
UNCHANGED
Shares24,886 from 24,886
Change0 (0%)
Value$1.6M (+$48.7K)
Filed 2026-11-05
Valtinson Bruner Financial Planning LLC
DECREASED
Shares22,906 from 22,954
Change-48 (0%)
Value$1.5M (+$41.8K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares22,203 from 21,902
Change+301 (+1%)
Value$1.4M (+$62.2K)
Filed 2026-10-22
First Heartland Consultants, Inc.
DECREASED
Shares21,716 from 24,698
Change-2,982 (-12%)
Value$1.4M (-$144.0K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares21,050
Change+21,050
Value$1.4M
Filed 2026-11-03
BIP Wealth, LLC
DECREASED
Shares20,960 from 23,166
Change-2,206 (-10%)
Value$1.4M (-$97.0K)
Filed 2026-10-22
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares20,121 from 16,526
Change+3,595 (+22%)
Value$1.3M (+$264.1K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares17,988 from 15,766
Change+2,222 (+14%)
Value$1.2M (+$174.1K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED
Shares17,036 from 17,875
Change-839 (-5%)
Value$1.1M (-$19.2K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares16,400 from 16,420
Change-20 (0%)
Value$1.1M (+$30.8K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares15,377
Change+15,377
Value$991.5K
Filed 2026-10-16
CRA Financial Services, LLC
DECREASED
Shares14,025 from 15,275
Change-1,250 (-8%)
Value$904.3K (-$50.7K)
Filed 2026-10-16
Focus Financial Network, Inc.
UNCHANGED
Shares13,582 from 13,582
Change0 (0%)
Value$875.8K (+$26.6K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,750 from 10,760
Change+1,990 (+18%)
Value$826.2K (+$151.9K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares10,704 from 10,708
Change-4 (0%)
Value$690.2K (+$20.7K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares8,468 from 10,365
Change-1,897 (-18%)
Value$546.0K (-$102.1K)
Filed 2026-10-16
Corrado Advisors, LLC
INCREASED
Shares8,457 from 7,929
Change+528 (+7%)
Value$545.3K (+$49.5K)
Filed 2026-10-27
Liberty Atlantic Advisors LLC
UNCHANGED
Shares8,292 from 8,292
Change0 (0%)
Value$534.7K (+$16.2K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares8,141 from 7,843
Change+298 (+4%)
Value$521.9K (+$31.5K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares7,271 from 7,368
Change-97 (-1%)
Value$468.8K (+$8.2K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares7,027 from 5,595
Change+1,432 (+26%)
Value$453.1K (+$103.3K)
Filed 2026-10-20
Advus Financial Partners, LLC
UNCHANGED
Shares6,399 from 6,399
Change0 (0%)
Value$412.6K (+$12.5K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
UNCHANGED
Shares6,213 from 6,213
Change0 (0%)
Value$400.6K (+$12.1K)
Filed 2026-10-28
Trek Financial, LLC
DECREASED
Shares5,913 from 5,972
Change-59 (-1%)
Value$381.3K (+$7.9K)
Filed 2026-10-29
Visionary Wealth Advisors
UNCHANGED
Shares5,674 from 5,674
Change0 (0%)
Value$365.9K (+$11.1K)
Filed 2026-11-04
Advisor OS, LLC
DECREASED
Shares5,589 from 6,339
Change-750 (-12%)
Value$360.4K (-$36.0K)
Filed 2026-11-03
TrustBank
INCREASED
Shares5,585 from 4,735
Change+850 (+18%)
Value$360.1K (+$64.1K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares5,567 from 5,318
Change+249 (+5%)
Value$359.0K (+$26.5K)
Filed 2026-10-14
Lynx Capital Group LTD
UNCHANGED
Shares5,565 from 5,565
Change0 (0%)
Value$358.8K (+$10.9K)
Filed 2026-11-04
Global Trust Wealth Management LLC
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$357.9K (+$10.9K)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
DECREASED
Shares5,100 from 9,000
Change-3,900 (-43%)
Value$328.8K (-$233.9K)
Filed 2026-10-15
Seven Hills Financial, LLC
NEW
Shares4,722
Change+4,722
Value$304.4K
Filed 2026-10-13
Todd Wealth Management, LLC
UNCHANGED
Shares4,579 from 4,579
Change0 (0%)
Value$295.3K (+$9.0K)
Filed 2026-10-19
Carmel Capital Partners, LLC
INCREASED
Shares4,550 from 3,550
Change+1,000 (+28%)
Value$293.4K (+$71.4K)
Filed 2026-11-03
TopTier Wealth Management, LLC
UNCHANGED
Shares4,261 from 4,261
Change0 (0%)
Value$274.7K (+$8.3K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares4,025 from 4,025
Change0 (0%)
Value$259.5K (+$7.9K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$248.2K (+$7.5K)
Filed 2026-11-05
Michels Family Financial, LLC
UNCHANGED
Shares3,809 from 3,809
Change0 (0%)
Value$245.6K (+$7.4K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
NEW
Shares3,700
Change+3,700
Value$238.5K
Filed 2026-10-13
Clear Point Advisors Inc.
NEW
Shares3,601
Change+3,601
Value$232.2K
Filed 2026-10-30
Keystone Wealth Services, LLC
UNCHANGED
Shares3,557 from 3,557
Change0 (0%)
Value$228.9K (+$6.5K)
Filed 2026-11-03
Wedbush Securities Inc
UNCHANGED
Shares3,251 from 3,251
Change0 (0%)
Value$210 (-$202.8K)
Filed 2026-10-22
MMA Asset Management LLC
DECREASED
Shares3,145 from 5,293
Change-2,148 (-41%)
Value$202.8K (-$128.2K)
Filed 2026-11-02
Noble Wealth Management PBC
DECREASED
Shares2,403 from 2,858
Change-455 (-16%)
Value$154.9K (-$23.8K)
Filed 2026-10-01
James T. Borello RIA
UNCHANGED
Shares1,824 from 1,824
Change0 (0%)
Value$117.6K (+$3.6K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$94.1K (+$2.9K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$77.4K (+$2.3K)
Filed 2026-10-30
IFS Advisors, LLC
NEW
Shares592
Change+592
Value$38.2K
Filed 2026-10-14
Lanark Financial, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$29.0K (+$880)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$28.4K (+$860)
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.5K (+$137)
Filed 2026-10-21
PFG Advisors
CLOSED
Shares0 from 7,427
Change-7,427 (-100%)
Value$0 (-$464.4K)
Filed 2026-10-16
Osaic Holdings, Inc.
N/A
Shares— from 332,809
Change-332,809 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 124,009
Change-124,009 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 109,507
Change-109,507 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 105,583
Change-105,583 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 85,764
Change-85,764 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 81,991
Change-81,991 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 51,995
Change-51,995 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 36,236
Change-36,236 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 32,591
Change-32,591 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,906
Change-29,906 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 28,710
Change-28,710 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 26,840
Change-26,840 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 26,292
Change-26,292 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,692
Change-24,692 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 24,074
Change-24,074 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 21,536
Change-21,536 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 19,377
Change-19,377 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,237
Change-17,237 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,219
Change-16,219 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,680
Change-13,680 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,199
Change-13,199 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 9,619
Change-9,619 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,929
Change-8,929 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,857
Change-4,857 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 568
Change-568 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED247,975255,126-7,151-3%$16.0M$16.0M+$37.7K2026-11-02
Investment Management Corp
DECREASED182,699184,121-1,422-1%$11.5M$11.8M+$268.3K2026-11-03
Kestra Advisory Services, LLC
INCREASED122,98775,703+47,284+62%$4.7M$7.9M+$3.2M2026-11-02
Truist Financial Corp
DECREASED79,85188,637-8,786-10%$5.5M$5.1M-$393.2K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED35,78940,965-5,176-13%$2.6M$2.3M-$253.0K2026-11-02
Hofer & Associates. Inc
NEW33,424—+33,424——$2.2M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED33,42433,966-542-2%$2.1M$2.2M+$31.5K2026-10-14
Certified Advisory Corp
DECREASED30,21731,248-1,031-3%$2.0M$1.9M-$5.4K2026-10-29
Cornerstone Wealth, LLC
INCREASED28,52223,385+5,137+22%$1.5M$1.8M+$330.5K2026-10-28
Diligent Investors, LLC
UNCHANGED28,19828,19800%$1.8M$1.8M+$55.1K2026-10-21
Jacobi Capital Management LLC
UNCHANGED24,88624,88600%$1.6M$1.6M+$48.7K2026-11-05
Valtinson Bruner Financial Planning LLC
DECREASED22,90622,954-480%$1.4M$1.5M+$41.8K2026-11-02
Brookstone Capital Management
INCREASED22,20321,902+301+1%$1.4M$1.4M+$62.2K2026-10-22
First Heartland Consultants, Inc.
DECREASED21,71624,698-2,982-12%$1.5M$1.4M-$144.0K2026-10-08
Ascentis Independent Advisors
NEW21,050—+21,050——$1.4M—2026-11-03
BIP Wealth, LLC
DECREASED20,96023,166-2,206-10%$1.4M$1.4M-$97.0K2026-10-22
Mid-American Wealth Advisory Group, Inc.
INCREASED20,12116,526+3,595+22%$1.0M$1.3M+$264.1K2026-10-21
CoreCap Advisors, LLC
INCREASED17,98815,766+2,222+14%$985.8K$1.2M+$174.1K2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED17,03617,875-839-5%$1.1M$1.1M-$19.2K2026-10-23
Creative Financial Designs Inc
DECREASED16,40016,420-200%$1.0M$1.1M+$30.8K2026-11-04
Concurrent Investment Advisors, LLC
NEW15,377—+15,377——$991.5K—2026-10-16
CRA Financial Services, LLC
DECREASED14,02515,275-1,250-8%$955.1K$904.3K-$50.7K2026-10-16
Focus Financial Network, Inc.
UNCHANGED13,58213,58200%$849.2K$875.8K+$26.6K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED12,75010,760+1,990+18%$674.3K$826.2K+$151.9K2026-10-13
Simplicity Wealth,LLC
DECREASED10,70410,708-40%$669.5K$690.2K+$20.7K2026-10-23
IFP Advisors, Inc
DECREASED8,46810,365-1,897-18%$648.1K$546.0K-$102.1K2026-10-16
Corrado Advisors, LLC
INCREASED8,4577,929+528+7%$495.8K$545.3K+$49.5K2026-10-27
Liberty Atlantic Advisors LLC
UNCHANGED8,2928,29200%$518.5K$534.7K+$16.2K2026-10-14
AdvisorNet Financial, Inc
INCREASED8,1417,843+298+4%$490.4K$521.9K+$31.5K2026-10-15
Axxcess Wealth Management, LLC
DECREASED7,2717,368-97-1%$460.7K$468.8K+$8.2K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED7,0275,595+1,432+26%$349.8K$453.1K+$103.3K2026-10-20
Advus Financial Partners, LLC
UNCHANGED6,3996,39900%$400.1K$412.6K+$12.5K2026-10-20
Outlook Wealth Advisors, LLC
UNCHANGED6,2136,21300%$388.5K$400.6K+$12.1K2026-10-28
Trek Financial, LLC
DECREASED5,9135,972-59-1%$373.4K$381.3K+$7.9K2026-10-29
Visionary Wealth Advisors
UNCHANGED5,6745,67400%$354.8K$365.9K+$11.1K2026-11-04
Advisor OS, LLC
DECREASED5,5896,339-750-12%$396.3K$360.4K-$36.0K2026-11-03
TrustBank
INCREASED5,5854,735+850+18%$296.1K$360.1K+$64.1K2026-10-20
Triumph Capital Management
INCREASED5,5675,318+249+5%$332.5K$359.0K+$26.5K2026-10-14
Lynx Capital Group LTD
UNCHANGED5,5655,56500%$348.0K$358.8K+$10.9K2026-11-04
Global Trust Wealth Management LLC
UNCHANGED5,5505,55000%$347.0K$357.9K+$10.9K2026-10-14
Fort Washington Investment Advisors Inc
DECREASED5,1009,000-3,900-43%$562.7K$328.8K-$233.9K2026-10-15
Seven Hills Financial, LLC
NEW4,722—+4,722——$304.4K—2026-10-13
Todd Wealth Management, LLC
UNCHANGED4,5794,57900%$286.3K$295.3K+$9.0K2026-10-19
Carmel Capital Partners, LLC
INCREASED4,5503,550+1,000+28%$222.0K$293.4K+$71.4K2026-11-03
TopTier Wealth Management, LLC
UNCHANGED4,2614,26100%$266.4K$274.7K+$8.3K2026-10-16
Archer Investment Corp
UNCHANGED4,0254,02500%$251.7K$259.5K+$7.9K2026-11-05
J.W. Cole Advisors, Inc.
UNCHANGED3,8503,85000%$240.7K$248.2K+$7.5K2026-11-05
Michels Family Financial, LLC
UNCHANGED3,8093,80900%$238.2K$245.6K+$7.4K2026-11-02
Dynamic Advisor Solutions LLC
NEW3,700—+3,700——$238.5K—2026-10-13
Clear Point Advisors Inc.
NEW3,601—+3,601——$232.2K—2026-10-30
Keystone Wealth Services, LLC
UNCHANGED3,5573,55700%$222.4K$228.9K+$6.5K2026-11-03
Wedbush Securities Inc
UNCHANGED3,2513,25100%$203.0K$210-$202.8K2026-10-22
MMA Asset Management LLC
DECREASED3,1455,293-2,148-41%$330.9K$202.8K-$128.2K2026-11-02
Noble Wealth Management PBC
DECREASED2,4032,858-455-16%$178.7K$154.9K-$23.8K2026-10-01
James T. Borello RIA
UNCHANGED1,8241,82400%$114.0K$117.6K+$3.6K2026-10-16
Blue Bell Private Wealth Management, LLC
UNCHANGED1,4591,45900%$91.2K$94.1K+$2.9K2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED1,2011,20100%$75.1K$77.4K+$2.3K2026-10-30
IFS Advisors, LLC
NEW592—+592——$38.2K—2026-10-14
Lanark Financial, Inc.
UNCHANGED45045000%$28.1K$29.0K+$8802026-10-26
Private Trust Co NA
UNCHANGED44044000%$27.5K$28.4K+$8602026-10-20
PFS Partners, LLC
UNCHANGED707000%$4.4K$4.5K+$1372026-10-21
PFG Advisors
CLOSED07,427-7,427-100%$464.4K$0-$464.4K2026-10-16
Osaic Holdings, Inc.
N/A—332,809-332,809-100%$20.8M———
Principal Securities, Inc.
N/A—124,009-124,009-100%$7.8M———
Janney Montgomery Scott LLC
N/A—109,507-109,507-100%$6.8M———
Element Squared LLC
N/A—105,583-105,583-100%$6.6M———
Cetera Investment Advisers
N/A—85,764-85,764-100%$5.4M———
LPL Financial LLC
N/A—81,991-81,991-100%$5.1M———
Envestnet Asset Management Inc
N/A—51,995-51,995-100%$3.3M———
Old Mission Capital LLC
N/A—36,236-36,236-100%$2.3M———
MAI Capital Management
N/A—32,591-32,591-100%$2.0M———
Raymond James Financial Inc
N/A—29,906-29,906-100%$1.9M———
Focus Partners Wealth
N/A—28,710-28,710-100%$1.8M———
World Investment Advisors
N/A—26,840-26,840-100%$1.5M———
JPMorgan Chase & Co
N/A—26,292-26,292-100%$1.6M———
HighTower Advisors, LLC
N/A—24,692-24,692-100%$1.5M———
CreativeOne Wealth, LLC
N/A—24,074-24,074-100%$1.5M———
Merit Financial Group, LLC
N/A—21,536-21,536-100%$1.3M———
GWN Securities Inc.
N/A—19,377-19,377-100%$1.2M———
Jane Street Group, LLC
N/A—17,237-17,237-100%$1.1M———
Susquehanna International Group, LLP
N/A—16,219-16,219-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—13,680-13,680-100%$855.3K———
Arax Advisory Partners
N/A—13,199-13,199-100%$825.3K———
Secured Retirement Advisors, LLC
N/A—12,600-12,600-100%$787.8K———
MML Investors Services, LLC
N/A—10,392-10,392-100%$649.8K———
Advisory Services Network, LLC
N/A—9,861-9,861-100%$616.6K———
Freedom Investment Management, Inc.
N/A—9,619-9,619-100%$601.4K———
Advisory Alpha, LLC
N/A—9,040-9,040-100%$565.2K———
Keating Financial Advisory Services, Inc.
N/A—8,929-8,929-100%$558.3K———
FSA Advisors, Inc.
N/A—8,358-8,358-100%$522.6K———
PlanVest Financial, Inc
N/A—8,327-8,327-100%$520.6K———
Thoroughbred Financial Services, LLC
N/A—8,142-8,142-100%$509.0K———
Sequoia Financial Advisors, LLC
N/A—4,857-4,857-100%$303.7K———
Allworth Financial LP
N/A—4,756-4,756-100%$297.4K———
Tradition Wealth Management, LLC
N/A—4,498-4,498-100%$281.2K———
Vantage Point Financial LLC
N/A—4,370-4,370-100%$273.2K———
Sound View Wealth Advisors Group, LLC
N/A—4,233-4,233-100%$264.7K———
HRT Financial LP
N/A—4,181-4,181-100%$261.0K———
Beacon Pointe Advisors, LLC
N/A—3,914-3,914-100%$244.7K———
Capital Analysts, LLC
N/A—3,862-3,862-100%$242.0K———
Steward Partners Investment Advisory, LLC
N/A—3,834-3,834-100%$239.7K———
Calton & Associates, Inc.
N/A—3,809-3,809-100%$238.1K———
Phoenix Financial Ltd.
N/A—3,515-3,515-100%$219.8K———
MTM Financial Group, LLC
N/A—3,404-3,404-100%$212.8K———
Fiduciary Financial Advisors
N/A—3,104-3,104-100%$194.1K———
AE Wealth Management LLC
N/A—3,023-3,023-100%$189.0K———
WealthShield Partners, LLC
N/A—1,990-1,990-100%$124.4K———
Centaurus Financial, Inc.
N/A—1,800-1,800-100%$113.0K———
Harbour Investments, Inc.
N/A—1,335-1,335-100%$83.5K———
Morgan Stanley
N/A—568-568-100%$35.5K———
Vision Retirement, LLC
N/A—213-213-100%$13.3K———
Luminist Capital LLC
N/A—199-199-100%$12.1K———
O'shaughnessy Asset Management, LLC
N/A—189-189-100%$11.8K———
Caitlin John, LLC
N/A—157-157-100%$9.8K———
Showing 114 of 114 institutions