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Innovator U.S. Equity Power (PSEP)

CUSIP: 45782C656 | NYSE | 443 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lido Advisors, LLC1,212,177
0.1% of portfolio›$56.8M
Commonwealth Equity Services, LLC701,415
0.0% of portfolio›$32.9M
Brookstone Capital Management681,064
0.3% of portfolio›$31.9M
Wealth Enhancement Advisory Services, LLC389,274
0.0% of portfolio›$18.4M
Kestra Advisory Services, LLC275,400
0.0% of portfolio›$12.9M
Creative Planning231,926
0.0% of portfolio›$10.9M
MBL Wealth, LLC207,857
0.6% of portfolio›$9.7M
Cambridge Investment Research Advisors, Inc.200,915
0.1% of portfolio›$9.4M
CoreCap Advisors, LLC140,858
0.2% of portfolio›$6.6M
KFG Wealth Management, LLC117,212
0.6% of portfolio›$5.5M
Chris Bulman Inc79,884
1.3% of portfolio›$3.7M
Truist Financial Corp73,948
0.0% of portfolio›$3.5M
Jacobi Capital Management LLC72,778
0.2% of portfolio›$3.4M
Concurrent Investment Advisors, LLC70,434
0.0% of portfolio›$3.3M
Corrado Advisors, LLC68,026
1.6% of portfolio›$3.2M
Weaver Capital Management LLC67,928
0.6% of portfolio›$3.2M
Forvis Mazars Wealth Advisors, LLC57,172
0.0% of portfolio›$2.7M
Diligent Investors, LLC55,044
0.6% of portfolio›$2.6M
Global Assets Advisory, LLC52,038
0.5% of portfolio›$2.5M
Valtinson Bruner Financial Planning LLC50,047
0.6% of portfolio›$2.3M
Altfest L J & Co Inc48,705
0.2% of portfolio›$2.3M
Nations Financial Group Inc,46,318
0.1% of portfolio›$2.2M
Michels Family Financial, LLC42,773
1.2% of portfolio›$2.0M
Pinnacle Wealth Management Group, Inc.42,610
0.9% of portfolio›$2.0M
Visionary Wealth Advisors42,406
0.1% of portfolio›$2.0M
Cape Investment Advisory, Inc.40,183
0.5% of portfolio›$1.9M
AdvisorNet Financial, Inc38,794
0.1% of portfolio›$1.8M
CRA Financial Services, LLC36,470
0.2% of portfolio›$1.7M
BFI Wealth Solutions, LLC33,802
1.1% of portfolio›$1.6M
Keystone Wealth Services, LLC33,226
0.3% of portfolio›$1.6M
Apollon Wealth Management, LLC33,000
0.0% of portfolio›$1.5M
Tounjian Advisory Partners, LLC32,131
0.7% of portfolio›$1.5M
Ascentis Independent Advisors30,771
0.1% of portfolio›$1.4M
Pathway Financial Advisors LLC30,130
0.2% of portfolio›$1.4M
Southland Equity Partners LLC30,108
0.2% of portfolio›$1.4M
Farther Finance Advisors, LLC29,788
0.0% of portfolio›$1.4M
Davenport & Co LLC28,621
0.0% of portfolio›$1.3M
Patriot Financial Group Insurance Agency, LLC27,370
0.1% of portfolio›$1.3M
Blue Water Asset Management25,985
0.4% of portfolio›$1.2M
Trek Financial, LLC25,554
0.1% of portfolio›$1.2M
Weaver Consulting Group25,332
0.2% of portfolio›$1.2M
Soltis Investment Advisors LLC25,306
0.1% of portfolio›$1.2M
BCS Wealth Management25,000
0.2% of portfolio›$1.2M
Accredited Investors Inc.24,500
0.0% of portfolio›$1.1M
Outlook Wealth Advisors, LLC24,118
0.2% of portfolio›$1.1M
Pacific Park Financial, Inc.23,303
0.6% of portfolio›$1.1M
Straight Path Wealth Management21,460
0.2% of portfolio›$1.0M
Dynamic Advisor Solutions LLC20,812
0.0% of portfolio›$975.2K
Beacon Financial Advisory LLC19,691
0.2% of portfolio›$922.7K
Cornerstone Wealth Group, LLC19,588
0.1% of portfolio›$917.9K
Comprehensive Financial Consultants Institutional, Inc.19,281
0.2% of portfolio›$903.5K
Lineweaver Wealth Advisors, LLC19,000
0.1% of portfolio›$890.3K
Fifth Third Wealth Advisors LLC18,617
0.0% of portfolio›$872.4K
James T. Borello RIA18,218
0.2% of portfolio›$853.7K
TopTier Wealth Management, LLC17,706
0.5% of portfolio›$829.7K
Focus Financial Network, Inc.17,638
0.0% of portfolio›$826.5K
Integrity Advisory Solutions, LLC17,590
0.1% of portfolio›$824.3K
Capital Square, LLC17,386
0.4% of portfolio›$814.7K
IFP Advisors, Inc16,859
0.0% of portfolio›$790.0K
Independent Financial Group, LLC16,788
0.0% of portfolio›$786.7K
Midwest Financial Group LLC16,459
0.3% of portfolio›$771.3K
Evermay Wealth Management LLC16,317
0.1% of portfolio›$764.6K
BigSur Wealth Management LLC16,000
0.2% of portfolio›$749.8K
Chapman Financial Group, LLC15,337
0.5% of portfolio›$718.7K
Quest 10 Wealth Builders, Inc.15,219
0.5% of portfolio›$709.1K
Blue Sky Capital Consultants Group, Inc.14,371
0.3% of portfolio›$673.4K
Three Seasons Wealth, LLC14,352
0.1% of portfolio›$672.5K
Canandaigua National Bank & Trust Co13,553
0.1% of portfolio›$635.1K
PCA Investment Advisory Services Inc.13,401
0.2% of portfolio›$628.0K
Nicholas Wealth, Llc.13,023
0.3% of portfolio›$610.3K
Gill Capital Partners, LLC12,933
0.2% of portfolio›$606.0K
Vestment Financial LLC12,364
0.3% of portfolio›$578.2K
Jessup Wealth Management, Inc12,064
0.1% of portfolio›$565.3K
Axxcess Wealth Management, LLC11,440
0.0% of portfolio›$536.1K
Fortune Financial Group, Inc.11,126
0.5% of portfolio›$521.4K
RFG Advisory, LLC11,049
0.0% of portfolio›$517.8K
ARS Wealth Advisors Group, LLC10,921
0.0% of portfolio›$511.8K
Strategic Blueprint, LLC10,267
0.0% of portfolio›$481.1K
Cypress Financial Planning LLC10,047
0.1% of portfolio›$470.8K
Liberty Atlantic Advisors LLC10,037
0.3% of portfolio›$470.3K
Sigma Planning Corp9,976
0.0% of portfolio›$467.5K
Americana Partners, LLC9,930
0.0% of portfolio›$465.3K
MGO One Seven LLC9,899
0.0% of portfolio›$463.9K
Optima Capital LLC9,694
0.2% of portfolio›$454.3K
ATX Financial Planning, LLC9,682
0.3% of portfolio›$453.7K
Cypress Wealth Services, LLC9,393
0.1% of portfolio›$445.2K
Sagespring Wealth Partners, LLC9,222
0.0% of portfolio›$432.2K
Creative Financial Designs Inc9,100
0.0% of portfolio›$426.4K
Brown Wealth Management, LLC8,966
0.1% of portfolio›$420.1K
Cornerstone Wealth, LLC8,775
0.2% of portfolio›$411.0K
BIP Wealth, LLC8,630
0.0% of portfolio›$404.4K
Triad Wealth Partners, LLC8,434
0.0% of portfolio›$395.2K
Certified Advisory Corp8,312
0.0% of portfolio›$389.5K
Websterrogers Financial Advisors, LLC8,176
0.1% of portfolio›$383.1K
Dhjj Financial Advisors, Ltd.8,148
0.1% of portfolio›$381.8K
Hofer & Associates. Inc7,911
0.3% of portfolio›$370.7K
RED Crane Wealth Management, LLC7,911
0.3% of portfolio›$370.7K
Signaturefd, LLC7,542
0.0% of portfolio›$353.4K
Chicago Partners Investment Group LLC7,538
0.0% of portfolio›$353.1K
Smith Shellnut Wilson LLC7,000
0.1% of portfolio›$328.0K
Reston Wealth Management LLC6,890
0.1% of portfolio›$322.9K
City Holding Co6,865
0.0% of portfolio›$321.7K
Clay Northam Wealth Management, LLC6,400
0.1% of portfolio›$299.9K
Galvin, Gaustad & Stein, LLC6,152
0.0% of portfolio›$288.3K
Clear Point Advisors Inc.5,978
0.2% of portfolio›$280.1K
J.W. Cole Advisors, Inc.5,942
0.0% of portfolio›$278.4K
Sowell Financial Services LLC5,830
0.0% of portfolio›$273.2K
Spire Wealth Management5,814
0.0% of portfolio›$272.4K
Elevation Wealth Management LLC5,650
0.2% of portfolio›$264.8K
Vise Technologies, Inc.5,531
0.0% of portfolio›$259.2K
Prime Capital Investment Advisors, LLC5,437
0.0% of portfolio›$254.8K
Integrity Alliance, Llc.5,335
0.0% of portfolio›$250.0K
Riverchase Wealth Management, LLC5,208
0.1% of portfolio›$244.0K
Kingswood Wealth Advisors, LLC5,167
0.0% of portfolio›$242.1K
Seros Financial, LLC5,126
0.1% of portfolio›$240.2K
Hengehold Capital Management LLC5,085
0.0% of portfolio›$238.3K
Virtue Capital Management, LLC4,955
0.0% of portfolio›$232.2K
Ascent Wealth Partners, LLC4,845
0.0% of portfolio›$227.0K
Goldstein Advisors, LLC4,815
0.0% of portfolio›$225.6K
HB Wealth Management, LLC4,778
0.0% of portfolio›$223.9K
McAdam, LLC4,670
0.0% of portfolio›$218.8K
Lewis Asset Management, LLC4,661
0.1% of portfolio›$218.4K
BridgePort Financial Solutions, LLC4,626
0.1% of portfolio›$216.8K
Seven Hills Financial, LLC4,500
0.1% of portfolio›$210.9K
Csenge Advisory Group4,492
0.0% of portfolio›$210.5K
NWF Advisory Services Inc.4,410
0.0% of portfolio›$206.7K
Balboa Wealth Partners4,408
0.0% of portfolio›$206.6K
Schulz Wealth, Ltd.4,340
0.1% of portfolio›$203.4K
Sovran Advisors, LLC4,334
0.0% of portfolio›$204.5K
Ballast Rock Private Wealth LLC4,333
0.1% of portfolio›$203.1K
Fragasso Financial Advisors Inc4,259
0.0% of portfolio›$201.8K
IFS Advisors, LLC3,878
0.1% of portfolio›$181.7K
Blue Bell Private Wealth Management, LLC3,268
0.0% of portfolio›$153.1K
Financial Network Wealth Advisors LLC2,665
0.1% of portfolio›$124.9K
Stone House Investment Management, LLC2,275
0.0% of portfolio›$106.6K
Capital Investment Advisory Services, LLC2,267
0.0% of portfolio›$106.2K
Ashton Thomas Private Wealth, LLC2,065
0.0% of portfolio›$96.8K
Archer Investment Corp1,674
0.0% of portfolio›$78.4K
AlphaCore Capital LLC1,500
0.0% of portfolio›$70.3K
EverSource Wealth Advisors, LLC1,321
0.0% of portfolio›$61.9K
Reicon Wealth Advisors, LLC1,048
0.0% of portfolio›$49.1K
Lanark Financial, Inc.1,000
0.0% of portfolio›$46.9K
PFS Partners, LLC500
0.0% of portfolio›$23.4K
Trifecta Capital Advisors, LLC400
0.0% of portfolio›$18.7K
Trust Co382
0.0% of portfolio›$17.9K
MeadowBrook Investment Advisors LLC300
0.1% of portfolio›$80.8K
Gilpin Wealth Management, LLC200
0.0% of portfolio›$9.4K
Hazlett, Burt & Watson, Inc.125
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Lido Advisors, LLC
1,212,177$56.8M0.1%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
701,415$32.9M0.0%ETFLowWaltham, MA2026-11-02
Brookstone Capital Management
681,064$31.9M0.3%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
389,274$18.4M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
275,400$12.9M0.0%CoreLowAustin, TX2026-11-02
Creative Planning
231,926$10.9M0.0%IndexVery LowOverland Park, KS2026-11-02
MBL Wealth, LLC
207,857$9.7M0.6%ETFLowCharlotte, NC2026-10-22
Cambridge Investment Research Advisors, Inc.
200,915$9.4M0.1%ETFLowFairfield, IA2026-11-02
CoreCap Advisors, LLC
140,858$6.6M0.2%ETFMediumSouthfield, MI2026-10-08
KFG Wealth Management, LLC
117,212$5.5M0.6%ETFMediumGranger, IN2026-10-16
Chris Bulman Inc
79,884$3.7M1.3%ETFLowRoseville, CA2026-10-20
Truist Financial Corp
73,948$3.5M0.0%CoreLowCharlotte, NC2026-10-30
Jacobi Capital Management LLC
72,778$3.4M0.2%CoreLowPittston, PA2026-11-05
Concurrent Investment Advisors, LLC
70,434$3.3M0.0%GrowthMediumTampa, FL2026-10-16
Corrado Advisors, LLC
68,026$3.2M1.6%CoreMediumRamsey, NJ2026-10-27
Weaver Capital Management LLC
67,928$3.2M0.6%GrowthMediumSuwanee, GA2026-10-15
Forvis Mazars Wealth Advisors, LLC
57,172$2.7M0.0%ETFVery LowSpringfield, MO2026-10-13
Diligent Investors, LLC
55,044$2.6M0.6%CoreLowRedlands, CA2026-10-21
Global Assets Advisory, LLC
52,038$2.5M0.5%GrowthHighOrlando, FL2026-10-28
Valtinson Bruner Financial Planning LLC
50,047$2.3M0.6%ETFLowNew Brighton, MN2026-11-02
Altfest L J & Co Inc
48,705$2.3M0.2%ETFHighNew York, NY2026-10-27
Nations Financial Group Inc,
46,318$2.2M0.1%CoreLowCedar Rapids, IA2026-11-05
Michels Family Financial, LLC
42,773$2.0M1.2%ETFLowFort Worth, TX2026-11-02
Pinnacle Wealth Management Group, Inc.
42,610$2.0M0.9%ETFMediumPlymouth, MI2026-10-15
Visionary Wealth Advisors
42,406$2.0M0.1%ETFLowO'Fallon, IL2026-11-04
Cape Investment Advisory, Inc.
40,183$1.9M0.5%ETFLowMcdonough, GA2026-10-13
AdvisorNet Financial, Inc
38,794$1.8M0.1%ETFLowMinnetonka, MN2026-10-15
CRA Financial Services, LLC
36,470$1.7M0.2%ETFVery LowNorthfield, NJ2026-10-16
BFI Wealth Solutions, LLC
33,802$1.6M1.1%ETFLowDallas, TX2026-10-16
Keystone Wealth Services, LLC
33,226$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
Apollon Wealth Management, LLC
33,000$1.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Tounjian Advisory Partners, LLC
32,131$1.5M0.7%GrowthHighFort Myers, FL2026-11-04
Ascentis Independent Advisors
30,771$1.4M0.1%ETFLowDallas, TX2026-11-03
Pathway Financial Advisors LLC
30,130$1.4M0.2%ETFLowSouth Burlington, VT2026-10-07
Southland Equity Partners LLC
30,108$1.4M0.2%ETFLowWildwood, MO2026-10-14
Farther Finance Advisors, LLC
29,788$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Davenport & Co LLC
28,621$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Patriot Financial Group Insurance Agency, LLC
27,370$1.3M0.1%GrowthLowWalpole, MA2026-10-14
Blue Water Asset Management
25,985$1.2M0.4%ETFLowGrand Rapids, MI2026-11-04
Trek Financial, LLC
25,554$1.2M0.1%ETFHighScottsdale, AZ2026-10-29
Weaver Consulting Group
25,332$1.2M0.2%ETFLowHuntington Beach, CA2026-10-07
Soltis Investment Advisors LLC
25,306$1.2M0.1%CoreMediumSt. George, UT2026-10-28
BCS Wealth Management
25,000$1.2M0.2%ETFVery LowJohnson City, TN2026-11-03
Accredited Investors Inc.
24,500$1.1M0.0%ETFLowEdina, MN2026-11-03
Outlook Wealth Advisors, LLC
24,118$1.1M0.2%ETFMediumShenandoah, TX2026-10-28
Pacific Park Financial, Inc.
23,303$1.1M0.6%ETFMediumLagina Hills, CA2026-10-13
Straight Path Wealth Management
21,460$1.0M0.2%ETFLowJenison, MI2026-10-23
Dynamic Advisor Solutions LLC
20,812$975.2K0.0%ETFLowPhoenix, AZ2026-10-13
Beacon Financial Advisory LLC
19,691$922.7K0.2%ETFLowCleveland, OH2026-10-16
Cornerstone Wealth Group, LLC
19,588$917.9K0.1%CoreMediumHuntersville, NC2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
19,281$903.5K0.2%CoreMediumBloomington, IN2026-10-15
Lineweaver Wealth Advisors, LLC
19,000$890.3K0.1%ETFLowValley View, OH2026-10-13
Fifth Third Wealth Advisors LLC
18,617$872.4K0.0%IndexVery LowCincinnati, OH2026-10-22
James T. Borello RIA
18,218$853.7K0.2%ETFVery LowEast Dundee, IL2026-10-16
TopTier Wealth Management, LLC
17,706$829.7K0.5%ETFVery LowMuskego, WI2026-10-16
Focus Financial Network, Inc.
17,638$826.5K0.0%ETFLowMinneapolis, MN2026-10-14
Integrity Advisory Solutions, LLC
17,590$824.3K0.1%ETFMediumDallas, TX2026-10-29
Capital Square, LLC
17,386$814.7K0.4%YieldMediumAthens, TN2026-10-19
IFP Advisors, Inc
16,859$790.0K0.0%GrowthLowTampa, FL2026-10-16
Independent Financial Group, LLC
16,788$786.7K0.0%GrowthLowSan Diego, CA2026-10-13
Midwest Financial Group LLC
16,459$771.3K0.3%ETFLowOverland Park, KS2026-10-15
Evermay Wealth Management LLC
16,317$764.6K0.1%ETFLowArlington, VA2026-11-05
BigSur Wealth Management LLC
16,000$749.8K0.2%GrowthLowMiami, FL2026-10-13
Chapman Financial Group, LLC
15,337$718.7K0.5%CoreVery LowHonolulu, HI2026-10-26
Quest 10 Wealth Builders, Inc.
15,219$709.1K0.5%ETFLowFuquay-Varina, VA2026-11-02
Blue Sky Capital Consultants Group, Inc.
14,371$673.4K0.3%GrowthMediumPoway, CA2026-10-13
Three Seasons Wealth, LLC
14,352$672.5K0.1%GrowthMediumSalt Lake City, UT2026-11-03
Canandaigua National Bank & Trust Co
13,553$635.1K0.1%CoreVery LowCanandaigua, NY2026-10-07
PCA Investment Advisory Services Inc.
13,401$628.0K0.2%ETFVery LowCincinnati, OH2026-10-13
Nicholas Wealth, Llc.
13,023$610.3K0.3%GrowthMediumMarietta, GA2026-10-26
Gill Capital Partners, LLC
12,933$606.0K0.2%ETFLowDenver, CO2026-10-13
Vestment Financial LLC
12,364$578.2K0.3%ETFVery LowChanhassen, MN2026-10-13
Jessup Wealth Management, Inc
12,064$565.3K0.1%GrowthMediumDayton, OH2026-10-20
Axxcess Wealth Management, LLC
11,440$536.1K0.0%CoreLowCarlsbad, CA2026-10-21
Fortune Financial Group, Inc.
11,126$521.4K0.5%ETFHighNaples, FL2026-10-22
RFG Advisory, LLC
11,049$517.8K0.0%ETFMediumBirmingham, AL2026-11-03
ARS Wealth Advisors Group, LLC
10,921$511.8K0.0%CoreLowSt. Petersburg, FL2026-10-16
Strategic Blueprint, LLC
10,267$481.1K0.0%ETFLowAtlanta, GA2026-10-22
Cypress Financial Planning LLC
10,047$470.8K0.1%ETFLowHaddon Heights, NJ2026-10-09
Liberty Atlantic Advisors LLC
10,037$470.3K0.3%ETFLowOlympia, WA2026-10-14
Sigma Planning Corp
9,976$467.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Americana Partners, LLC
9,930$465.3K0.0%CoreMediumHouston, TX2026-10-28
MGO One Seven LLC
9,899$463.9K0.0%GrowthLowBeachwood, OH2026-10-28
Optima Capital LLC
9,694$454.3K0.2%ETFHighPortland, OR2026-10-29
ATX Financial Planning, LLC
9,682$453.7K0.3%ETFHighAustin, TX2026-10-14
Cypress Wealth Services, LLC
9,393$445.2K0.1%ETFLowPalm Desert, CA2026-10-21
Sagespring Wealth Partners, LLC
9,222$432.2K0.0%ETFLowFranklin, TN2026-10-22
Creative Financial Designs Inc
9,100$426.4K0.0%ETFMediumKokomo, IN2026-11-04
Brown Wealth Management, LLC
8,966$420.1K0.1%ETFMediumNaperville, IL2026-10-20
Cornerstone Wealth, LLC
8,775$411.0K0.2%ETFMediumGreeneville, TN2026-10-28
BIP Wealth, LLC
8,630$404.4K0.0%ETFMediumAtlanta, GA2026-10-22
Triad Wealth Partners, LLC
8,434$395.2K0.0%ETFMediumLawrence, KS2026-10-26
Certified Advisory Corp
8,312$389.5K0.0%ETFLowAltamonte Springs, FL2026-10-29
Websterrogers Financial Advisors, LLC
8,176$383.1K0.1%ETFVery LowFlorence, SC2026-11-02
Dhjj Financial Advisors, Ltd.
8,148$381.8K0.1%ETFVery LowNaperville, IL2026-10-23
Hofer & Associates. Inc
7,911$370.7K0.3%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
7,911$370.7K0.3%ETFLowSan Francisco, CA2026-10-14
Signaturefd, LLC
7,542$353.4K0.0%IndexLowAtlanta, GA2026-10-23
Chicago Partners Investment Group LLC
7,538$353.1K0.0%GARPLowChicago, IL2026-10-27
Smith Shellnut Wilson LLC
7,000$328.0K0.1%CoreVery LowRidgeland, MS2026-10-21
Reston Wealth Management LLC
6,890$322.9K0.1%ETFLowReston, VA2026-10-29
City Holding Co
6,865$321.7K0.0%CoreLowCharleston, WV2026-10-19
Clay Northam Wealth Management, LLC
6,400$299.9K0.1%GrowthVery LowHuntington Beach, CA2026-10-13
Galvin, Gaustad & Stein, LLC
6,152$288.3K0.0%CoreMediumScottsdale, AZ2026-10-08
Clear Point Advisors Inc.
5,978$280.1K0.2%ETFMediumMelville, NY2026-10-30
J.W. Cole Advisors, Inc.
5,942$278.4K0.0%IndexLowTampa, FL2026-11-05
Sowell Financial Services LLC
5,830$273.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Spire Wealth Management
5,814$272.4K0.0%GrowthMediumMclean, VA2026-10-30
Elevation Wealth Management LLC
5,650$264.8K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Vise Technologies, Inc.
5,531$259.2K0.0%IndexLowNew York, NY2026-10-29
Prime Capital Investment Advisors, LLC
5,437$254.8K0.0%ETFLowOverland Park, KS2026-10-20
Integrity Alliance, Llc.
5,335$250.0K0.0%ETFMediumUrbandale, IA2026-10-29
Riverchase Wealth Management, LLC
5,208$244.0K0.1%ETFMediumFlower Mound, TX2026-10-28
Kingswood Wealth Advisors, LLC
5,167$242.1K0.0%GrowthLowSan Diego, CA2026-10-23
Seros Financial, LLC
5,126$240.2K0.1%ETFMediumGilbert, AZ2026-10-21
Hengehold Capital Management LLC
5,085$238.3K0.0%ETFLowCincinnati, OH2026-10-16
Virtue Capital Management, LLC
4,955$232.2K0.0%GrowthHighBrentwood, TN2026-10-29
Ascent Wealth Partners, LLC
4,845$227.0K0.0%GrowthLowNew Hartford, NY2026-10-23
Goldstein Advisors, LLC
4,815$225.6K0.0%ETFMediumMadison, WI2026-10-15
HB Wealth Management, LLC
4,778$223.9K0.0%IndexVery LowAtlanta, GA2026-10-23
McAdam, LLC
4,670$218.8K0.0%ETFLowPhiladelphia, PA2026-10-21
Lewis Asset Management, LLC
4,661$218.4K0.1%GrowthLowLafayette, CA2026-10-14
BridgePort Financial Solutions, LLC
4,626$216.8K0.1%ETFLowFairfield, IA2026-11-02
Seven Hills Financial, LLC
4,500$210.9K0.1%ETFN/ATallahassee, FL2026-10-13
Csenge Advisory Group
4,492$210.5K0.0%ETFMediumClearwater, FL2026-11-04
NWF Advisory Services Inc.
4,410$206.7K0.0%GARPLowLos Angeles, CA2026-10-19
Balboa Wealth Partners
4,408$206.6K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Schulz Wealth, Ltd.
4,340$203.4K0.1%ETFVery LowMansfield, TX2026-11-03
Sovran Advisors, LLC
4,334$204.5K0.0%ETFMediumSan Diego, CA2026-11-02
Ballast Rock Private Wealth LLC
4,333$203.1K0.1%ETFMediumCharleston, SC2026-10-26
Fragasso Financial Advisors Inc
4,259$201.8K0.0%ETFLowSewickley, PA2026-10-13
IFS Advisors, LLC
3,878$181.7K0.1%ETFLowOverland Park, KS2026-10-14
Blue Bell Private Wealth Management, LLC
3,268$153.1K0.0%YieldVery LowBlue Bell, PA2026-10-29
Financial Network Wealth Advisors LLC
2,665$124.9K0.1%ETFLowMurray, UT2026-10-28
Stone House Investment Management, LLC
2,275$106.6K0.0%ETFMediumTunkhannock, PA2026-10-23
Capital Investment Advisory Services, LLC
2,267$106.2K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
2,065$96.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Archer Investment Corp
1,674$78.4K0.0%CoreMediumCarmel, IN2026-11-05
AlphaCore Capital LLC
1,500$70.3K0.0%ETFLowLa Jolla, CA2026-11-04
EverSource Wealth Advisors, LLC
1,321$61.9K0.0%CoreMediumBirmingham, AL2026-11-04
Reicon Wealth Advisors, LLC
1,048$49.1K0.0%ETFLowAtlanta, GA2026-11-04
Lanark Financial, Inc.
1,000$46.9K0.0%CoreMediumBirmingham, AL2026-10-26
PFS Partners, LLC
500$23.4K0.0%ETFVery LowMine Hill, NJ2026-10-21
Trifecta Capital Advisors, LLC
400$18.7K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Trust Co
382$17.9K0.0%ETFVery LowManhattan, KS2026-10-09
MeadowBrook Investment Advisors LLC
300$80.8K0.1%CoreLowLivonia, MI2026-10-29
Gilpin Wealth Management, LLC
200$9.4K0.0%GrowthLowDenver, CO2026-10-09
Hazlett, Burt & Watson, Inc.
125$60.0%CoreVery LowWheeling, WV2026-11-04