Innovator INT DEV Power Buff (IOCT)

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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Commonwealth Equity Services, LLC

DECREASED

Shares407,379 from 428,174

Change-20,795 (-5%)

Value$15.4M (-$451.5K)

Filed 2026-11-02

Broussard Financial Group LLC

INCREASED

Shares391,795 from 381,703

Change+10,092 (+3%)

Value$14.8M (+$678.9K)

Filed 2026-10-26

IFP Advisors, Inc

INCREASED

Shares222,267 from 216,088

Change+6,179 (+3%)

Value$8.4M (+$401.9K)

Filed 2026-10-16

Creative Planning

DECREASED

Shares216,163 from 217,734

Change-1,571 (-1%)

Value$8.2M (+$110.5K)

Filed 2026-11-02

Global Strategic Investment Solutions, LLC

DECREASED

Shares212,028 from 226,859

Change-14,831 (-7%)

Value$8.0M (-$383.2K)

Filed 2026-10-16

US Bancorp \de\

DECREASED

Shares130,282 from 143,014

Change-12,732 (-9%)

Value$4.9M (-$369.3K)

Filed 2026-11-05

Advus Financial Partners, LLC

DECREASED

Shares99,732 from 100,082

Change-350 (0%)

Value$3.8M (+$64.8K)

Filed 2026-10-20

LPL Financial LLC

INCREASED

Shares57,409 from 40,868

Change+16,541 (+40%)

Value$2.2M (+$656.6K)

Filed 2026-11-06

BFI Wealth Solutions, LLC

INCREASED

Shares55,535 from 52,574

Change+2,961 (+6%)

Value$2.1M (+$152.8K)

Filed 2026-10-16

Signal Advisors Wealth, LLC

DECREASED

Shares52,780 from 52,801

Change-21 (0%)

Value$2.0M (+$40.4K)

Filed 2026-10-13

Corrado Advisors, LLC

DECREASED

Shares51,370 from 51,871

Change-501 (-1%)

Value$1.9M (+$21.5K)

Filed 2026-10-27

Triad Wealth Partners, LLC

INCREASED

Shares47,713 from 43,402

Change+4,311 (+10%)

Value$1.8M (+$171.1K)

Filed 2026-10-26

Kestra Advisory Services, LLC

INCREASED

Shares47,412 from 45,942

Change+1,470 (+3%)

Value$1.8M (+$91.4K)

Filed 2026-11-02

Founders Financial Securities LLC

INCREASED

Shares37,834 from 32,527

Change+5,307 (+16%)

Value$1.4M (+$225.8K)

Filed 2026-10-28

Gill Capital Partners, LLC

DECREASED

Shares30,930 from 32,990

Change-2,060 (-6%)

Value$1.2M (-$52.1K)

Filed 2026-10-13

Fiduciary Financial Group, LLC

UNCHANGED

Shares28,995 from 28,995

Change0 (0%)

Value$1.1M (+$22.6K)

Filed 2026-10-13

Long Island Wealth Management, Inc.

INCREASED

Shares26,963 from 20,699

Change+6,264 (+30%)

Value$1.0M (+$252.7K)

Filed 2026-10-20

Cornerstone Wealth, LLC

INCREASED

Shares22,930 from 17,683

Change+5,247 (+30%)

Value$860.9K (+$202.9K)

Filed 2026-10-28

Fragasso Financial Advisors Inc

DECREASED

Shares17,880 from 17,923

Change-43 (0%)

Value$675.0K (+$12.0K)

Filed 2026-10-13

Signaturefd, LLC

UNCHANGED

Shares16,079 from 16,079

Change0 (0%)

Value$607.3K (+$12.5K)

Filed 2026-10-23

Jacobi Capital Management LLC

UNCHANGED

Shares14,124 from 14,124

Change0 (0%)

Value$533.5K (+$11.0K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares13,659 from 12,939

Change+720 (+6%)

Value$515.9K (+$37.3K)

Filed 2026-10-30

BCS Wealth Management

UNCHANGED

Shares12,403 from 12,403

Change0 (0%)

Value$468.5K (+$9.7K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares12,081 from 8,640

Change+3,441 (+40%)

Value$456.0K (+$136.0K)

Filed 2026-11-02

Liberty Atlantic Advisors LLC

UNCHANGED

Shares11,948 from 11,948

Change0 (0%)

Value$451.3K (+$9.3K)

Filed 2026-10-14

Claro Advisors Inc.

INCREASED

Shares11,742 from 9,217

Change+2,525 (+27%)

Value$443.5K (+$102.6K)

Filed 2026-11-02

Allen Capital Group, LLC

DECREASED

Shares11,558 from 11,883

Change-325 (-3%)

Value$436.5K (-$3.0K)

Filed 2026-10-27

Cypress Financial Planning LLC

DECREASED

Shares11,105 from 11,176

Change-71 (-1%)

Value$419.4K (+$6.0K)

Filed 2026-10-09

Forvis Mazars Wealth Advisors, LLC

UNCHANGED

Shares11,047 from 11,047

Change0 (0%)

Value$417.2K (+$8.6K)

Filed 2026-10-13

WealthPlan Investment Management, LLC

DECREASED

Shares10,822 from 11,401

Change-579 (-5%)

Value$408.7K (-$13.0K)

Filed 2026-10-15

TrustBank

UNCHANGED

Shares10,765 from 10,765

Change0 (0%)

Value$406.6K (+$8.4K)

Filed 2026-10-20

MMA Asset Management LLC

DECREASED

Shares10,600 from 15,790

Change-5,190 (-33%)

Value$400.4K (-$183.7K)

Filed 2026-11-02

Caliber Wealth Management, LLC / KS

UNCHANGED

Shares10,340 from 10,340

Change0 (0%)

Value$390.5K (+$8.1K)

Filed 2026-11-04

Diligent Investors, LLC

DECREASED

Shares10,287 from 10,919

Change-632 (-6%)

Value$388.5K (-$15.4K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

NEW

Shares9,224

Change+9,224

Value$18.2K

Filed 2026-10-13

AdvisorNet Financial, Inc

INCREASED

Shares9,193 from 8,728

Change+465 (+5%)

Value$345.7K (+$22.8K)

Filed 2026-10-15

Americana Partners, LLC

INCREASED

Shares9,109 from 8,972

Change+137 (+2%)

Value$344.0K (+$12.2K)

Filed 2026-10-28

Advisor OS, LLC

UNCHANGED

Shares9,055 from 9,055

Change0 (0%)

Value$342.0K (+$7.1K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

NEW

Shares8,905

Change+8,905

Value$336.3K

Filed 2026-10-16

NorthCrest Asset Manangement, LLC

NEW

Shares8,740

Change+8,740

Value$328.6K

Filed 2026-10-13

NewCorp Financial Services, Inc.

UNCHANGED

Shares8,572 from 8,572

Change0 (0%)

Value$323.8K (+$6.7K)

Filed 2026-10-14

Simplicity Wealth,LLC

DECREASED

Shares7,445 from 13,017

Change-5,572 (-43%)

Value$281.2K (-$200.3K)

Filed 2026-10-23

Straight Path Wealth Management

INCREASED

Shares7,357 from 5,849

Change+1,508 (+26%)

Value$277.9K (+$61.5K)

Filed 2026-10-23

Trek Financial, LLC

DECREASED

Shares6,358 from 6,404

Change-46 (-1%)

Value$240.1K (+$3.3K)

Filed 2026-10-29

Capital Investment Advisory Services, LLC

UNCHANGED

Shares6,067 from 6,067

Change0 (0%)

Value$229.2K (+$4.7K)

Filed 2026-10-30

WealthPLAN Partners, LLC

NEW

Shares5,881

Change+5,881

Value$222.1K

Filed 2026-10-15

Clearstead Advisors, LLC

NEW

Shares5,764

Change+5,764

Value$217.7K

Filed 2026-11-06

PFS Partners, LLC

DECREASED

Shares5,334 from 5,602

Change-268 (-5%)

Value$201.5K (-$5.8K)

Filed 2026-10-21

HBW Advisory Services LLC

NEW

Shares5,308

Change+5,308

Value$200.5K

Filed 2026-10-15

James T. Borello RIA

UNCHANGED

Shares4,095 from 4,095

Change0 (0%)

Value$154.7K (+$3.2K)

Filed 2026-10-16

Dhjj Financial Advisors, Ltd.

DECREASED

Shares2,349 from 2,553

Change-204 (-8%)

Value$88.7K (-$5.7K)

Filed 2026-10-23

CoreCap Advisors, LLC

UNCHANGED

Shares2,313 from 2,313

Change0 (0%)

Value$87.4K (+$1.8K)

Filed 2026-10-08

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares2,049 from 2,049

Change0 (0%)

Value$77.4K (+$1.6K)

Filed 2026-10-29

Creative Financial Designs Inc

UNCHANGED

Shares1,750 from 1,750

Change0 (0%)

Value$66.1K (+$1.4K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,174 from 1,174

Change0 (0%)

Value$44.3K (+$916)

Filed 2026-10-27

Ashton Thomas Private Wealth, LLC

INCREASED

Shares991 from 222

Change+769 (+346%)

Value$37.4K (+$29.2K)

Filed 2026-11-03

Financial Network Wealth Advisors LLC

UNCHANGED

Shares873 from 873

Change0 (0%)

Value$33.0K (+$681)

Filed 2026-10-28

Farther Finance Advisors, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$18.9K (+$390)

Filed 2026-10-08

William Mack & Associates, Inc.

NEW

Shares448

Change+448

Value$16.9K

Filed 2026-10-27

Ascentis Independent Advisors

NEW

Shares215

Change+215

Value$8.1K

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$3.4K (+$71)

Filed 2026-10-21

PNC Financial Services Group, Inc.

NEW

Shares47

Change+47

Value$1.8K

Filed 2026-11-06

PFG Advisors

CLOSED

Shares0 from 92,052

Change-92,052 (-100%)

Value$0 (-$3.4M)

Filed 2026-10-16

RED Crane Wealth Management, LLC

CLOSED

Shares0 from 49,999

Change-49,999 (-100%)

Value$0 (-$1.8M)

Filed 2026-10-14

D.B. Root & Company, LLC

CLOSED

Shares0 from 5,557

Change-5,557 (-100%)

Value$0 (-$205.6K)

Filed 2026-11-04

SageView Advisory Group, LLC

N/A

Shares— from 216,854

Change-216,854 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 126,716

Change-126,716 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 88,919

Change-88,919 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 78,435

Change-78,435 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 70,815

Change-70,815 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 69,180

Change-69,180 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 59,517

Change-59,517 (-100%)

Value—

WPWealth LLP

N/A

Shares— from 54,176

Change-54,176 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 52,801

Change-52,801 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 51,685

Change-51,685 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 44,195

Change-44,195 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 42,037

Change-42,037 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 39,173

Change-39,173 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 28,615

Change-28,615 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 26,340

Change-26,340 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 25,122

Change-25,122 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 18,268

Change-18,268 (-100%)

Value—

Access Financial Services, Inc.

N/A

Shares— from 17,941

Change-17,941 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 13,916

Change-13,916 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,900

Change-13,900 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 13,748

Change-13,748 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 13,401

Change-13,401 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 13,249

Change-13,249 (-100%)

Value—

Freedom Investment Management, Inc.

N/A

Shares— from 13,018

Change-13,018 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 13,010

Change-13,010 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 12,178

Change-12,178 (-100%)

Value—

Compass Advisory Group LLC

N/A

Shares— from 11,039

Change-11,039 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 9,798

Change-9,798 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 8,729

Change-8,729 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 8,389

Change-8,389 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 7,980

Change-7,980 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,761

Change-7,761 (-100%)

Value—

Summit Wealth Partners, LLC

N/A

Shares— from 7,557

Change-7,557 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,176

Change-7,176 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 5,618

Change-5,618 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,595

Change-2,595 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,532

Change-2,532 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,062

Change-2,062 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,164

Change-1,164 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,068

Change-1,068 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 533

Change-533 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 311

Change-311 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 311

Change-311 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 303

Change-303 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 118

Change-118 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	407,379	428,174	-20,795	-5%	$15.8M	$15.4M	-$451.5K	2026-11-02
Broussard Financial Group LLC	INCREASED	391,795	381,703	+10,092	+3%	$14.1M	$14.8M	+$678.9K	2026-10-26
IFP Advisors, Inc	INCREASED	222,267	216,088	+6,179	+3%	$8.0M	$8.4M	+$401.9K	2026-10-16
Creative Planning	DECREASED	216,163	217,734	-1,571	-1%	$8.1M	$8.2M	+$110.5K	2026-11-02
Global Strategic Investment Solutions, LLC	DECREASED	212,028	226,859	-14,831	-7%	$8.4M	$8.0M	-$383.2K	2026-10-16
US Bancorp \de\	DECREASED	130,282	143,014	-12,732	-9%	$5.3M	$4.9M	-$369.3K	2026-11-05
Advus Financial Partners, LLC	DECREASED	99,732	100,082	-350	0%	$3.7M	$3.8M	+$64.8K	2026-10-20
LPL Financial LLC	INCREASED	57,409	40,868	+16,541	+40%	$1.5M	$2.2M	+$656.6K	2026-11-06
BFI Wealth Solutions, LLC	INCREASED	55,535	52,574	+2,961	+6%	$1.9M	$2.1M	+$152.8K	2026-10-16
Signal Advisors Wealth, LLC	DECREASED	52,780	52,801	-21	0%	$2.0M	$2.0M	+$40.4K	2026-10-13
Corrado Advisors, LLC	DECREASED	51,370	51,871	-501	-1%	$1.9M	$1.9M	+$21.5K	2026-10-27
Triad Wealth Partners, LLC	INCREASED	47,713	43,402	+4,311	+10%	$1.6M	$1.8M	+$171.1K	2026-10-26
Kestra Advisory Services, LLC	INCREASED	47,412	45,942	+1,470	+3%	$1.7M	$1.8M	+$91.4K	2026-11-02
Founders Financial Securities LLC	INCREASED	37,834	32,527	+5,307	+16%	$1.2M	$1.4M	+$225.8K	2026-10-28
Gill Capital Partners, LLC	DECREASED	30,930	32,990	-2,060	-6%	$1.2M	$1.2M	-$52.1K	2026-10-13
Fiduciary Financial Group, LLC	UNCHANGED	28,995	28,995	0	0%	$1.1M	$1.1M	+$22.6K	2026-10-13
Long Island Wealth Management, Inc.	INCREASED	26,963	20,699	+6,264	+30%	$765.7K	$1.0M	+$252.7K	2026-10-20
Cornerstone Wealth, LLC	INCREASED	22,930	17,683	+5,247	+30%	$658.0K	$860.9K	+$202.9K	2026-10-28
Fragasso Financial Advisors Inc	DECREASED	17,880	17,923	-43	0%	$663.0K	$675.0K	+$12.0K	2026-10-13
Signaturefd, LLC	UNCHANGED	16,079	16,079	0	0%	$594.8K	$607.3K	+$12.5K	2026-10-23
Jacobi Capital Management LLC	UNCHANGED	14,124	14,124	0	0%	$522.4K	$533.5K	+$11.0K	2026-11-05
Truist Financial Corp	INCREASED	13,659	12,939	+720	+6%	$478.6K	$515.9K	+$37.3K	2026-10-30
BCS Wealth Management	UNCHANGED	12,403	12,403	0	0%	$458.8K	$468.5K	+$9.7K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	12,081	8,640	+3,441	+40%	$320.0K	$456.0K	+$136.0K	2026-11-02
Liberty Atlantic Advisors LLC	UNCHANGED	11,948	11,948	0	0%	$442.0K	$451.3K	+$9.3K	2026-10-14
Claro Advisors Inc.	INCREASED	11,742	9,217	+2,525	+27%	$340.9K	$443.5K	+$102.6K	2026-11-02
Allen Capital Group, LLC	DECREASED	11,558	11,883	-325	-3%	$439.6K	$436.5K	-$3.0K	2026-10-27
Cypress Financial Planning LLC	DECREASED	11,105	11,176	-71	-1%	$413.4K	$419.4K	+$6.0K	2026-10-09
Forvis Mazars Wealth Advisors, LLC	UNCHANGED	11,047	11,047	0	0%	$408.6K	$417.2K	+$8.6K	2026-10-13
WealthPlan Investment Management, LLC	DECREASED	10,822	11,401	-579	-5%	$421.7K	$408.7K	-$13.0K	2026-10-15
TrustBank	UNCHANGED	10,765	10,765	0	0%	$398.2K	$406.6K	+$8.4K	2026-10-20
MMA Asset Management LLC	DECREASED	10,600	15,790	-5,190	-33%	$584.1K	$400.4K	-$183.7K	2026-11-02
Caliber Wealth Management, LLC / KS	UNCHANGED	10,340	10,340	0	0%	$382.5K	$390.5K	+$8.1K	2026-11-04
Diligent Investors, LLC	DECREASED	10,287	10,919	-632	-6%	$403.9K	$388.5K	-$15.4K	2026-10-21
Wealth Enhancement Advisory Services, LLC	NEW	9,224	—	+9,224	—	—	$18.2K	—	2026-10-13
AdvisorNet Financial, Inc	INCREASED	9,193	8,728	+465	+5%	$322.8K	$345.7K	+$22.8K	2026-10-15
Americana Partners, LLC	INCREASED	9,109	8,972	+137	+2%	$331.9K	$344.0K	+$12.2K	2026-10-28
Advisor OS, LLC	UNCHANGED	9,055	9,055	0	0%	$334.9K	$342.0K	+$7.1K	2026-11-03
Concurrent Investment Advisors, LLC	NEW	8,905	—	+8,905	—	—	$336.3K	—	2026-10-16
NorthCrest Asset Manangement, LLC	NEW	8,740	—	+8,740	—	—	$328.6K	—	2026-10-13
NewCorp Financial Services, Inc.	UNCHANGED	8,572	8,572	0	0%	$317.1K	$323.8K	+$6.7K	2026-10-14
Simplicity Wealth,LLC	DECREASED	7,445	13,017	-5,572	-43%	$481.5K	$281.2K	-$200.3K	2026-10-23
Straight Path Wealth Management	INCREASED	7,357	5,849	+1,508	+26%	$216.4K	$277.9K	+$61.5K	2026-10-23
Trek Financial, LLC	DECREASED	6,358	6,404	-46	-1%	$236.9K	$240.1K	+$3.3K	2026-10-29
Capital Investment Advisory Services, LLC	UNCHANGED	6,067	6,067	0	0%	$224.4K	$229.2K	+$4.7K	2026-10-30
WealthPLAN Partners, LLC	NEW	5,881	—	+5,881	—	—	$222.1K	—	2026-10-15
Clearstead Advisors, LLC	NEW	5,764	—	+5,764	—	—	$217.7K	—	2026-11-06
PFS Partners, LLC	DECREASED	5,334	5,602	-268	-5%	$207.2K	$201.5K	-$5.8K	2026-10-21
HBW Advisory Services LLC	NEW	5,308	—	+5,308	—	—	$200.5K	—	2026-10-15
James T. Borello RIA	UNCHANGED	4,095	4,095	0	0%	$151.5K	$154.7K	+$3.2K	2026-10-16
Dhjj Financial Advisors, Ltd.	DECREASED	2,349	2,553	-204	-8%	$94.4K	$88.7K	-$5.7K	2026-10-23
CoreCap Advisors, LLC	UNCHANGED	2,313	2,313	0	0%	$85.6K	$87.4K	+$1.8K	2026-10-08
Blue Bell Private Wealth Management, LLC	UNCHANGED	2,049	2,049	0	0%	$75.8K	$77.4K	+$1.6K	2026-10-29
Creative Financial Designs Inc	UNCHANGED	1,750	1,750	0	0%	$64.7K	$66.1K	+$1.4K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,174	1,174	0	0%	$43.4K	$44.3K	+$916	2026-10-27
Ashton Thomas Private Wealth, LLC	INCREASED	991	222	+769	+346%	$8.2K	$37.4K	+$29.2K	2026-11-03
Financial Network Wealth Advisors LLC	UNCHANGED	873	873	0	0%	$32.3K	$33.0K	+$681	2026-10-28
Farther Finance Advisors, LLC	UNCHANGED	500	500	0	0%	$18.5K	$18.9K	+$390	2026-10-08
William Mack & Associates, Inc.	NEW	448	—	+448	—	—	$16.9K	—	2026-10-27
Ascentis Independent Advisors	NEW	215	—	+215	—	—	$8.1K	—	2026-11-03
Assetmark, Inc	UNCHANGED	91	91	0	0%	$3.4K	$3.4K	+$71	2026-10-21
PNC Financial Services Group, Inc.	NEW	47	—	+47	—	—	$1.8K	—	2026-11-06
PFG Advisors	CLOSED	0	92,052	-92,052	-100%	$3.4M	$0	-$3.4M	2026-10-16
RED Crane Wealth Management, LLC	CLOSED	0	49,999	-49,999	-100%	$1.8M	$0	-$1.8M	2026-10-14
D.B. Root & Company, LLC	CLOSED	0	5,557	-5,557	-100%	$205.6K	$0	-$205.6K	2026-11-04
SageView Advisory Group, LLC	N/A	—	216,854	-216,854	-100%	$8.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	126,716	-126,716	-100%	$4.7M	—	—	—
Focus Partners Wealth	N/A	—	88,919	-88,919	-100%	$3.3M	—	—	—
Captrust Financial Advisors	N/A	—	78,435	-78,435	-100%	$2.9M	—	—	—
Cetera Investment Advisers	N/A	—	70,815	-70,815	-100%	$2.6M	—	—	—
Principal Securities, Inc.	N/A	—	69,180	-69,180	-100%	$2.6M	—	—	—
HighTower Advisors, LLC	N/A	—	59,517	-59,517	-100%	$2.2M	—	—	—
WPWealth LLP	N/A	—	54,176	-54,176	-100%	$2.0M	—	—	—
Talon Private Wealth, LLC	N/A	—	52,801	-52,801	-100%	$2.0M	—	—	—
Berger Financial Group, Inc	N/A	—	51,685	-51,685	-100%	$1.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	44,195	-44,195	-100%	$1.6M	—	—	—
Raymond James Financial Inc	N/A	—	42,037	-42,037	-100%	$1.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	39,173	-39,173	-100%	$1.4M	—	—	—
Old Mission Capital LLC	N/A	—	28,615	-28,615	-100%	$1.1M	—	—	—
Wealthgarden F.S. LLC	N/A	—	26,340	-26,340	-100%	$974.3K	—	—	—
World Investment Advisors	N/A	—	25,122	-25,122	-100%	$928.4K	—	—	—
Jane Street Group, LLC	N/A	—	18,268	-18,268	-100%	$675.7K	—	—	—
Access Financial Services, Inc.	N/A	—	17,941	-17,941	-100%	$663.6K	—	—	—
Tradition Wealth Management, LLC	N/A	—	13,916	-13,916	-100%	$514.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	13,900	-13,900	-100%	$514.2K	—	—	—
MAI Capital Management	N/A	—	13,748	-13,748	-100%	$508.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	13,401	-13,401	-100%	$495.7K	—	—	—
First Commonwealth Financial Corp	N/A	—	13,249	-13,249	-100%	$490.1K	—	—	—
Freedom Investment Management, Inc.	N/A	—	13,018	-13,018	-100%	$481.5K	—	—	—
Rothschild Wealth LLC	N/A	—	13,010	-13,010	-100%	$481.2K	—	—	—
Wealth Alliance, LLC	N/A	—	12,178	-12,178	-100%	$450.5K	—	—	—
Compass Advisory Group LLC	N/A	—	11,039	-11,039	-100%	$408.3K	—	—	—
Vantage Point Financial LLC	N/A	—	9,798	-9,798	-100%	$362.4K	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	8,729	-8,729	-100%	$322.9K	—	—	—
Benjamin Edwards Inc	N/A	—	8,389	-8,389	-100%	$310.3K	—	—	—
HRT Financial LP	N/A	—	7,980	-7,980	-100%	$295.0K	—	—	—
Private Advisor Group, LLC	N/A	—	7,761	-7,761	-100%	$287.1K	—	—	—
Summit Wealth Partners, LLC	N/A	—	7,557	-7,557	-100%	$279.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,176	-7,176	-100%	$265.4K	—	—	—
Waterloo Capital, L.P.	N/A	—	5,618	-5,618	-100%	$207.8K	—	—	—
AE Wealth Management LLC	N/A	—	2,595	-2,595	-100%	$96.0K	—	—	—
Capital Analysts, LLC	N/A	—	2,532	-2,532	-100%	$94.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,062	-2,062	-100%	$76.3K	—	—	—
Harbour Investments, Inc.	N/A	—	1,164	-1,164	-100%	$43.1K	—	—	—
Continuum Advisory, LLC	N/A	—	1,068	-1,068	-100%	$39.5K	—	—	—
PlanVest Financial, Inc	N/A	—	533	-533	-100%	$19.7K	—	—	—
BFC Planning, Inc.	N/A	—	311	-311	-100%	$11.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	311	-311	-100%	$11.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	303	-303	-100%	$11.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	118	-118	-100%	$4.4K	—	—	—

Showing 110 of 110 institutions