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Innovator U.S. Equity Power (PSEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares1,212,177 from 507,486
Change+704,691 (+139%)
Value$56.8M (+$33.4M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares701,415 from 867,478
Change-166,063 (-19%)
Value$32.9M (-$7.1M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares681,064 from 104,543
Change+576,521 (+551%)
Value$31.9M (+$27.1M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares389,274 from 66,100
Change+323,174 (+489%)
Value$18.4M (+$15.3M)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares275,400 from 301,262
Change-25,862 (-9%)
Value$12.9M (-$967.9K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares231,926 from 228,401
Change+3,525 (+2%)
Value$10.9M (+$350.2K)
Filed 2026-11-02
MBL Wealth, LLC
DECREASED
Shares207,857 from 225,899
Change-18,042 (-8%)
Value$9.7M (-$662.5K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares200,915 from 99,469
Change+101,446 (+102%)
Value$9.4M (+$4.8M)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares140,858 from 116,461
Change+24,397 (+21%)
Value$6.6M (+$1.2M)
Filed 2026-10-08
KFG Wealth Management, LLC
INCREASED
Shares117,212 from 70,650
Change+46,562 (+66%)
Value$5.5M (+$2.2M)
Filed 2026-10-16
Chris Bulman Inc
INCREASED
Shares79,884 from 64,505
Change+15,379 (+24%)
Value$3.7M (+$772.9K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares73,948 from 125,025
Change-51,077 (-41%)
Value$3.5M (-$2.3M)
Filed 2026-10-30
Jacobi Capital Management LLC
DECREASED
Shares72,778 from 72,842
Change-64 (0%)
Value$3.4M (+$56.0K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares70,434 from 26,613
Change+43,821 (+165%)
Value$3.3M (+$2.1M)
Filed 2026-10-16
Corrado Advisors, LLC
INCREASED
Shares68,026 from 56,948
Change+11,078 (+19%)
Value$3.2M (+$565.2K)
Filed 2026-10-27
Weaver Capital Management LLC
DECREASED
Shares67,928 from 76,074
Change-8,146 (-11%)
Value$3.2M (-$92.6K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares57,172 from 59,851
Change-2,679 (-4%)
Value$2.7M (-$77.1K)
Filed 2026-10-13
Diligent Investors, LLC
INCREASED
Shares55,044 from 50,517
Change+4,527 (+9%)
Value$2.6M (+$253.1K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares52,038 from 52,254
Change-216 (0%)
Value$2.5M (+$49.1K)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED
Shares50,047 from 48,351
Change+1,696 (+4%)
Value$2.3M (+$118.6K)
Filed 2026-11-02
Altfest L J & Co Inc
DECREASED
Shares48,705 from 51,692
Change-2,987 (-6%)
Value$2.3M (-$98.1K)
Filed 2026-10-27
Nations Financial Group Inc,
DECREASED
Shares46,318 from 53,171
Change-6,853 (-13%)
Value$2.2M (-$278.1K)
Filed 2026-11-05
Michels Family Financial, LLC
INCREASED
Shares42,773 from 42,438
Change+335 (+1%)
Value$2.0M (+$50.1K)
Filed 2026-11-02
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares42,610 from 43,060
Change-450 (-1%)
Value$2.0M (+$13.8K)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares42,406 from 40,866
Change+1,540 (+4%)
Value$2.0M (+$105.3K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares40,183 from 37,161
Change+3,022 (+8%)
Value$1.9M (+$171.7K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares38,794 from 30,144
Change+8,650 (+29%)
Value$1.8M (+$438.2K)
Filed 2026-10-15
CRA Financial Services, LLC
INCREASED
Shares36,470 from 16,605
Change+19,865 (+120%)
Value$1.7M (+$944.3K)
Filed 2026-10-16
BFI Wealth Solutions, LLC
DECREASED
Shares33,802 from 34,563
Change-761 (-2%)
Value$1.6M (-$7.7K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares33,226 from 35,831
Change-2,605 (-7%)
Value$1.6M (-$92.4K)
Filed 2026-11-03
Apollon Wealth Management, LLC
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$1.5M (+$26.7K)
Filed 2026-10-23
Tounjian Advisory Partners, LLC
NEW
Shares32,131
Change+32,131
Value$1.5M
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares30,771
Change+30,771
Value$1.4M
Filed 2026-11-03
Pathway Financial Advisors LLC
DECREASED
Shares30,130 from 34,430
Change-4,300 (-12%)
Value$1.4M (-$174.6K)
Filed 2026-10-07
Southland Equity Partners LLC
DECREASED
Shares30,108 from 30,800
Change-692 (-2%)
Value$1.4M (-$7.5K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares29,788 from 27,827
Change+1,961 (+7%)
Value$1.4M (+$114.4K)
Filed 2026-10-08
Davenport & Co LLC
NEW
Shares28,621
Change+28,621
Value$1.3M
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares27,370 from 25,677
Change+1,693 (+7%)
Value$1.3M (+$100.1K)
Filed 2026-10-14
Blue Water Asset Management
INCREASED
Shares25,985 from 10,223
Change+15,762 (+154%)
Value$1.2M (+$746.9K)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares25,554 from 9,884
Change+15,670 (+159%)
Value$1.2M (+$742.3K)
Filed 2026-10-29
Weaver Consulting Group
INCREASED
Shares25,332 from 19,312
Change+6,020 (+31%)
Value$1.2M (+$297.7K)
Filed 2026-10-07
Soltis Investment Advisors LLC
UNCHANGED
Shares25,306 from 25,306
Change0 (0%)
Value$1.2M (+$20.5K)
Filed 2026-10-28
BCS Wealth Management
INCREASED
Shares25,000 from 24,709
Change+291 (+1%)
Value$1.2M (+$33.6K)
Filed 2026-11-03
Accredited Investors Inc.
UNCHANGED
Shares24,500 from 24,500
Change0 (0%)
Value$1.1M (+$19.8K)
Filed 2026-11-03
Outlook Wealth Advisors, LLC
DECREASED
Shares24,118 from 24,430
Change-312 (-1%)
Value$1.1M (+$5.2K)
Filed 2026-10-28
Pacific Park Financial, Inc.
INCREASED
Shares23,303 from 21,581
Change+1,722 (+8%)
Value$1.1M (+$98.2K)
Filed 2026-10-13
Straight Path Wealth Management
UNCHANGED
Shares21,460 from 21,460
Change0 (0%)
Value$1.0M (+$17.4K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares20,812 from 9,508
Change+11,304 (+119%)
Value$975.2K (+$537.4K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares19,691 from 17,836
Change+1,855 (+10%)
Value$922.7K (+$101.4K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
INCREASED
Shares19,588 from 16,708
Change+2,880 (+17%)
Value$917.9K (+$148.5K)
Filed 2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares19,281
Change+19,281
Value$903.5K
Filed 2026-10-15
Lineweaver Wealth Advisors, LLC
INCREASED
Shares19,000 from 5,043
Change+13,957 (+277%)
Value$890.3K (+$658.1K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
NEW
Shares18,617
Change+18,617
Value$872.4K
Filed 2026-10-22
James T. Borello RIA
DECREASED
Shares18,218 from 22,555
Change-4,337 (-19%)
Value$853.7K (-$185.0K)
Filed 2026-10-16
TopTier Wealth Management, LLC
DECREASED
Shares17,706 from 17,707
Change-1 (0%)
Value$829.7K (+$14.3K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares17,638 from 18,656
Change-1,018 (-5%)
Value$826.5K (-$32.6K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
INCREASED
Shares17,590 from 15,392
Change+2,198 (+14%)
Value$824.3K (+$115.5K)
Filed 2026-10-29
Capital Square, LLC
INCREASED
Shares17,386 from 4,756
Change+12,630 (+266%)
Value$814.7K (+$594.6K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares16,859 from 16,673
Change+186 (+1%)
Value$790.0K (+$22.2K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares16,788 from 12,635
Change+4,153 (+33%)
Value$786.7K (+$204.8K)
Filed 2026-10-13
Midwest Financial Group LLC
NEW
Shares16,459
Change+16,459
Value$771.3K
Filed 2026-10-15
Evermay Wealth Management LLC
INCREASED
Shares16,317 from 8,215
Change+8,102 (+99%)
Value$764.6K (+$386.3K)
Filed 2026-11-05
BigSur Wealth Management LLC
DECREASED
Shares16,000 from 38,000
Change-22,000 (-58%)
Value$749.8K (-$1.0M)
Filed 2026-10-13
Chapman Financial Group, LLC
UNCHANGED
Shares15,337 from 15,337
Change0 (0%)
Value$718.7K (+$12.4K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED
Shares15,219 from 15,258
Change-39 (0%)
Value$709.1K (+$6.5K)
Filed 2026-11-02
Blue Sky Capital Consultants Group, Inc.
NEW
Shares14,371
Change+14,371
Value$673.4K
Filed 2026-10-13
Three Seasons Wealth, LLC
UNCHANGED
Shares14,352 from 14,352
Change0 (0%)
Value$672.5K (+$11.6K)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
NEW
Shares13,553
Change+13,553
Value$635.1K
Filed 2026-10-07
PCA Investment Advisory Services Inc.
INCREASED
Shares13,401 from 11,067
Change+2,334 (+21%)
Value$628.0K (+$118.3K)
Filed 2026-10-13
Nicholas Wealth, Llc.
NEW
Shares13,023
Change+13,023
Value$610.3K
Filed 2026-10-26
Gill Capital Partners, LLC
INCREASED
Shares12,933 from 4,796
Change+8,137 (+170%)
Value$606.0K (+$385.2K)
Filed 2026-10-13
Vestment Financial LLC
NEW
Shares12,364
Change+12,364
Value$578.2K
Filed 2026-10-13
Jessup Wealth Management, Inc
INCREASED
Shares12,064 from 10,131
Change+1,933 (+19%)
Value$565.3K (+$98.8K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares11,440 from 9,138
Change+2,302 (+25%)
Value$536.1K (+$115.3K)
Filed 2026-10-21
Fortune Financial Group, Inc.
INCREASED
Shares11,126 from 9,830
Change+1,296 (+13%)
Value$521.4K (+$68.7K)
Filed 2026-10-22
RFG Advisory, LLC
UNCHANGED
Shares11,049 from 11,049
Change0 (0%)
Value$517.8K (+$9.0K)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED
Shares10,921 from 11,370
Change-449 (-4%)
Value$511.8K (-$11.8K)
Filed 2026-10-16
Strategic Blueprint, LLC
NEW
Shares10,267
Change+10,267
Value$481.1K
Filed 2026-10-22
Cypress Financial Planning LLC
DECREASED
Shares10,047 from 13,014
Change-2,967 (-23%)
Value$470.8K (-$128.5K)
Filed 2026-10-09
Liberty Atlantic Advisors LLC
UNCHANGED
Shares10,037 from 10,037
Change0 (0%)
Value$470.3K (+$8.1K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares9,976 from 9,596
Change+380 (+4%)
Value$467.5K (+$25.6K)
Filed 2026-10-23
Americana Partners, LLC
NEW
Shares9,930
Change+9,930
Value$465.3K
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares9,899 from 9,893
Change+6 (+0%)
Value$463.9K (+$8.3K)
Filed 2026-10-28
Optima Capital LLC
NEW
Shares9,694
Change+9,694
Value$454.3K
Filed 2026-10-29
ATX Financial Planning, LLC
NEW
Shares9,682
Change+9,682
Value$453.7K
Filed 2026-10-14
Cypress Wealth Services, LLC
NEW
Shares9,393
Change+9,393
Value$445.2K
Filed 2026-10-21
Sagespring Wealth Partners, LLC
NEW
Shares9,222
Change+9,222
Value$432.2K
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares9,100 from 8,800
Change+300 (+3%)
Value$426.4K (+$21.2K)
Filed 2026-11-04
Brown Wealth Management, LLC
UNCHANGED
Shares8,966 from 8,966
Change0 (0%)
Value$420.1K (+$7.3K)
Filed 2026-10-20
Cornerstone Wealth, LLC
INCREASED
Shares8,775 from 5,958
Change+2,817 (+47%)
Value$411.0K (+$135.0K)
Filed 2026-10-28
BIP Wealth, LLC
DECREASED
Shares8,630 from 8,779
Change-149 (-2%)
Value$404.4K (+$129)
Filed 2026-10-22
Triad Wealth Partners, LLC
UNCHANGED
Shares8,434 from 8,434
Change0 (0%)
Value$395.2K (+$2.7K)
Filed 2026-10-26
Certified Advisory Corp
DECREASED
Shares8,312 from 8,784
Change-472 (-5%)
Value$389.5K (-$15.0K)
Filed 2026-10-29
Websterrogers Financial Advisors, LLC
NEW
Shares8,176
Change+8,176
Value$383.1K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED
Shares8,148 from 3,827
Change+4,321 (+113%)
Value$381.8K (+$205.6K)
Filed 2026-10-23
Hofer & Associates. Inc
NEW
Shares7,911
Change+7,911
Value$370.7K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares7,911 from 8,117
Change-206 (-3%)
Value$370.7K (-$3.1K)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares7,542 from 7,542
Change0 (0%)
Value$353.4K (+$6.1K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
UNCHANGED
Shares7,538 from 7,538
Change0 (0%)
Value$353.1K (+$5.2K)
Filed 2026-10-27
Smith Shellnut Wilson LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$328.0K (+$5.7K)
Filed 2026-10-21
Reston Wealth Management LLC
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$322.9K (+$5.6K)
Filed 2026-10-29
City Holding Co
DECREASED
Shares6,865 from 7,265
Change-400 (-6%)
Value$321.7K (-$12.8K)
Filed 2026-10-19
Clay Northam Wealth Management, LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$299.9K (+$5.2K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED
Shares6,152 from 5,998
Change+154 (+3%)
Value$288.3K (+$12.1K)
Filed 2026-10-08
Clear Point Advisors Inc.
NEW
Shares5,978
Change+5,978
Value$280.1K
Filed 2026-10-30
J.W. Cole Advisors, Inc.
UNCHANGED
Shares5,942 from 5,942
Change0 (0%)
Value$278.4K (+$4.8K)
Filed 2026-11-05
Sowell Financial Services LLC
NEW
Shares5,830
Change+5,830
Value$273.2K
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares5,814 from 5,093
Change+721 (+14%)
Value$272.4K (+$37.9K)
Filed 2026-10-30
Elevation Wealth Management LLC
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$264.8K (+$4.6K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares5,531 from 9,752
Change-4,221 (-43%)
Value$259.2K (-$189.9K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
NEW
Shares5,437
Change+5,437
Value$254.8K
Filed 2026-10-20
Integrity Alliance, Llc.
NEW
Shares5,335
Change+5,335
Value$250.0K
Filed 2026-10-29
Riverchase Wealth Management, LLC
NEW
Shares5,208
Change+5,208
Value$244.0K
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
NEW
Shares5,167
Change+5,167
Value$242.1K
Filed 2026-10-23
Seros Financial, LLC
INCREASED
Shares5,126 from 4,596
Change+530 (+12%)
Value$240.2K (+$28.6K)
Filed 2026-10-21
Hengehold Capital Management LLC
UNCHANGED
Shares5,085 from 5,085
Change0 (0%)
Value$238.3K (+$4.1K)
Filed 2026-10-16
Virtue Capital Management, LLC
NEW
Shares4,955
Change+4,955
Value$232.2K
Filed 2026-10-29
Ascent Wealth Partners, LLC
NEW
Shares4,845
Change+4,845
Value$227.0K
Filed 2026-10-23
Goldstein Advisors, LLC
NEW
Shares4,815
Change+4,815
Value$225.6K
Filed 2026-10-15
HB Wealth Management, LLC
NEW
Shares4,778
Change+4,778
Value$223.9K
Filed 2026-10-23
McAdam, LLC
DECREASED
Shares4,670 from 5,669
Change-999 (-18%)
Value$218.8K (-$42.2K)
Filed 2026-10-21
Lewis Asset Management, LLC
UNCHANGED
Shares4,661 from 4,661
Change0 (0%)
Value$218.4K (+$3.8K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED
Shares4,626 from 4,626
Change0 (0%)
Value$216.8K (+$3.7K)
Filed 2026-11-02
Seven Hills Financial, LLC
NEW
Shares4,500
Change+4,500
Value$210.9K
Filed 2026-10-13
Csenge Advisory Group
NEW
Shares4,492
Change+4,492
Value$210.5K
Filed 2026-11-04
NWF Advisory Services Inc.
UNCHANGED
Shares4,410 from 4,410
Change0 (0%)
Value$206.7K (+$3.6K)
Filed 2026-10-19
Balboa Wealth Partners
UNCHANGED
Shares4,408 from 4,408
Change0 (0%)
Value$206.6K (+$3.6K)
Filed 2026-10-20
Schulz Wealth, Ltd.
NEW
Shares4,340
Change+4,340
Value$203.4K
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares4,334 from 32,857
Change-28,523 (-87%)
Value$204.5K (-$1.3M)
Filed 2026-11-02
Ballast Rock Private Wealth LLC
NEW
Shares4,333
Change+4,333
Value$203.1K
Filed 2026-10-26
Fragasso Financial Advisors Inc
NEW
Shares4,259
Change+4,259
Value$201.8K
Filed 2026-10-13
IFS Advisors, LLC
NEW
Shares3,878
Change+3,878
Value$181.7K
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares3,268 from 3,268
Change0 (0%)
Value$153.1K (+$2.6K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares2,665 from 3,649
Change-984 (-27%)
Value$124.9K (-$43.2K)
Filed 2026-10-28
Stone House Investment Management, LLC
NEW
Shares2,275
Change+2,275
Value$106.6K
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares2,267 from 1,837
Change+430 (+23%)
Value$106.2K (+$21.6K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,065 from 1,639
Change+426 (+26%)
Value$96.8K (+$21.3K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$78.4K (+$1.4K)
Filed 2026-11-05
AlphaCore Capital LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$70.3K (+$1.2K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$61.9K (+$1.1K)
Filed 2026-11-04
Reicon Wealth Advisors, LLC
NEW
Shares1,048
Change+1,048
Value$49.1K
Filed 2026-11-04
Lanark Financial, Inc.
NEW
Shares1,000
Change+1,000
Value$46.9K
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$23.4K (+$405)
Filed 2026-10-21
Trifecta Capital Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$18.7K (+$324)
Filed 2026-10-21
Trust Co
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$17.9K (+$310)
Filed 2026-10-09
MeadowBrook Investment Advisors LLC
DECREASED
Shares300 from 16,608
Change-16,308 (-98%)
Value$80.8K (-$684.0K)
Filed 2026-10-29
Gilpin Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.4K (+$162)
Filed 2026-10-09
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
Cannon Advisors, Inc.
CLOSED
Shares0 from 5,822
Change-5,822 (-100%)
Value$0 (-$269.3K)
Filed 2026-10-14
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 5,690
Change-5,690 (-100%)
Value$0 (-$262.0K)
Filed 2026-10-21
Castle Rock Wealth Management, LLC
CLOSED
Shares0 from 5,178
Change-5,178 (-100%)
Value$0 (-$238.4K)
Filed 2026-10-09
Retirement Planning Group, LLC
CLOSED
Shares0 from 4,473
Change-4,473 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-19
Noble Wealth Management PBC
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$21.2K)
Filed 2026-10-01
Alliancebernstein L.P.
N/A
Shares— from 3,166,584
Change-3,166,584 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,591,401
Change-1,591,401 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 512,161
Change-512,161 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 385,448
Change-385,448 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 367,870
Change-367,870 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 337,840
Change-337,840 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 278,238
Change-278,238 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 268,877
Change-268,877 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 251,301
Change-251,301 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 223,846
Change-223,846 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 215,435
Change-215,435 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 192,560
Change-192,560 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 126,367
Change-126,367 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 104,468
Change-104,468 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 102,589
Change-102,589 (-100%)
Value—
Blair William & Co
N/A
Shares— from 90,371
Change-90,371 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 86,820
Change-86,820 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 83,837
Change-83,837 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 82,119
Change-82,119 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 81,788
Change-81,788 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 80,269
Change-80,269 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 75,658
Change-75,658 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 68,136
Change-68,136 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 63,829
Change-63,829 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 59,790
Change-59,790 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 53,273
Change-53,273 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 50,970
Change-50,970 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 46,065
Change-46,065 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 43,561
Change-43,561 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 41,805
Change-41,805 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 41,558
Change-41,558 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 38,968
Change-38,968 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,313
Change-38,313 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 36,864
Change-36,864 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 34,116
Change-34,116 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 33,480
Change-33,480 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 29,954
Change-29,954 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 29,407
Change-29,407 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 27,572
Change-27,572 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 27,512
Change-27,512 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,158
Change-26,158 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 25,288
Change-25,288 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 25,091
Change-25,091 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 24,076
Change-24,076 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 23,628
Change-23,628 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,404
Change-21,404 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 20,460
Change-20,460 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 19,379
Change-19,379 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 18,171
Change-18,171 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,058
Change-18,058 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,887
Change-17,887 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,312
Change-17,312 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,776
Change-16,776 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,423
Change-16,423 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 15,102
Change-15,102 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 14,945
Change-14,945 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 14,688
Change-14,688 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,656
Change-14,656 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 13,653
Change-13,653 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 12,527
Change-12,527 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,085
Change-12,085 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,501
Change-11,501 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,390
Change-11,390 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,296
Change-10,296 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,707
Change-9,707 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 9,154
Change-9,154 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,826
Change-8,826 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,738
Change-8,738 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 7,337
Change-7,337 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,741
Change-6,741 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 5,834
Change-5,834 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 623
Change-623 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 566
Change-566 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 280
Change-280 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 239
Change-239 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 225
Change-225 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED1,212,177507,486+704,691+139%$23.4M$56.8M+$33.4M2026-11-04
Commonwealth Equity Services, LLC
DECREASED701,415867,478-166,063-19%$39.9M$32.9M-$7.1M2026-11-02
Brookstone Capital Management
INCREASED681,064104,543+576,521+551%$4.8M$31.9M+$27.1M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED389,27466,100+323,174+489%$3.1M$18.4M+$15.3M2026-10-13
Kestra Advisory Services, LLC
DECREASED275,400301,262-25,862-9%$13.9M$12.9M-$967.9K2026-11-02
Creative Planning
INCREASED231,926228,401+3,525+2%$10.5M$10.9M+$350.2K2026-11-02
MBL Wealth, LLC
DECREASED207,857225,899-18,042-8%$10.4M$9.7M-$662.5K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED200,91599,469+101,446+102%$4.6M$9.4M+$4.8M2026-11-02
CoreCap Advisors, LLC
INCREASED140,858116,461+24,397+21%$5.4M$6.6M+$1.2M2026-10-08
KFG Wealth Management, LLC
INCREASED117,21270,650+46,562+66%$3.3M$5.5M+$2.2M2026-10-16
Chris Bulman Inc
INCREASED79,88464,505+15,379+24%$3.0M$3.7M+$772.9K2026-10-20
Truist Financial Corp
DECREASED73,948125,025-51,077-41%$5.8M$3.5M-$2.3M2026-10-30
Jacobi Capital Management LLC
DECREASED72,77872,842-640%$3.4M$3.4M+$56.0K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED70,43426,613+43,821+165%$1.2M$3.3M+$2.1M2026-10-16
Corrado Advisors, LLC
INCREASED68,02656,948+11,078+19%$2.6M$3.2M+$565.2K2026-10-27
Weaver Capital Management LLC
DECREASED67,92876,074-8,146-11%$3.3M$3.2M-$92.6K2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED57,17259,851-2,679-4%$2.8M$2.7M-$77.1K2026-10-13
Diligent Investors, LLC
INCREASED55,04450,517+4,527+9%$2.3M$2.6M+$253.1K2026-10-21
Global Assets Advisory, LLC
DECREASED52,03852,254-2160%$2.4M$2.5M+$49.1K2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED50,04748,351+1,696+4%$2.2M$2.3M+$118.6K2026-11-02
Altfest L J & Co Inc
DECREASED48,70551,692-2,987-6%$2.4M$2.3M-$98.1K2026-10-27
Nations Financial Group Inc,
DECREASED46,31853,171-6,853-13%$2.4M$2.2M-$278.1K2026-11-05
Michels Family Financial, LLC
INCREASED42,77342,438+335+1%$2.0M$2.0M+$50.1K2026-11-02
Pinnacle Wealth Management Group, Inc.
DECREASED42,61043,060-450-1%$2.0M$2.0M+$13.8K2026-10-15
Visionary Wealth Advisors
INCREASED42,40640,866+1,540+4%$1.9M$2.0M+$105.3K2026-11-04
Cape Investment Advisory, Inc.
INCREASED40,18337,161+3,022+8%$1.7M$1.9M+$171.7K2026-10-13
AdvisorNet Financial, Inc
INCREASED38,79430,144+8,650+29%$1.4M$1.8M+$438.2K2026-10-15
CRA Financial Services, LLC
INCREASED36,47016,605+19,865+120%$764.7K$1.7M+$944.3K2026-10-16
BFI Wealth Solutions, LLC
DECREASED33,80234,563-761-2%$1.6M$1.6M-$7.7K2026-10-16
Keystone Wealth Services, LLC
DECREASED33,22635,831-2,605-7%$1.7M$1.6M-$92.4K2026-11-03
Apollon Wealth Management, LLC
UNCHANGED33,00033,00000%$1.5M$1.5M+$26.7K2026-10-23
Tounjian Advisory Partners, LLC
NEW32,131—+32,131——$1.5M—2026-11-04
Ascentis Independent Advisors
NEW30,771—+30,771——$1.4M—2026-11-03
Pathway Financial Advisors LLC
DECREASED30,13034,430-4,300-12%$1.6M$1.4M-$174.6K2026-10-07
Southland Equity Partners LLC
DECREASED30,10830,800-692-2%$1.4M$1.4M-$7.5K2026-10-14
Farther Finance Advisors, LLC
INCREASED29,78827,827+1,961+7%$1.3M$1.4M+$114.4K2026-10-08
Davenport & Co LLC
NEW28,621—+28,621——$1.3M—2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED27,37025,677+1,693+7%$1.2M$1.3M+$100.1K2026-10-14
Blue Water Asset Management
INCREASED25,98510,223+15,762+154%$470.8K$1.2M+$746.9K2026-11-04
Trek Financial, LLC
INCREASED25,5549,884+15,670+159%$455.2K$1.2M+$742.3K2026-10-29
Weaver Consulting Group
INCREASED25,33219,312+6,020+31%$889.3K$1.2M+$297.7K2026-10-07
Soltis Investment Advisors LLC
UNCHANGED25,30625,30600%$1.2M$1.2M+$20.5K2026-10-28
BCS Wealth Management
INCREASED25,00024,709+291+1%$1.1M$1.2M+$33.6K2026-11-03
Accredited Investors Inc.
UNCHANGED24,50024,50000%$1.1M$1.1M+$19.8K2026-11-03
Outlook Wealth Advisors, LLC
DECREASED24,11824,430-312-1%$1.1M$1.1M+$5.2K2026-10-28
Pacific Park Financial, Inc.
INCREASED23,30321,581+1,722+8%$993.8K$1.1M+$98.2K2026-10-13
Straight Path Wealth Management
UNCHANGED21,46021,46000%$988.2K$1.0M+$17.4K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED20,8129,508+11,304+119%$437.8K$975.2K+$537.4K2026-10-13
Beacon Financial Advisory LLC
INCREASED19,69117,836+1,855+10%$821.3K$922.7K+$101.4K2026-10-16
Cornerstone Wealth Group, LLC
INCREASED19,58816,708+2,880+17%$769.4K$917.9K+$148.5K2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
NEW19,281—+19,281——$903.5K—2026-10-15
Lineweaver Wealth Advisors, LLC
INCREASED19,0005,043+13,957+277%$232.2K$890.3K+$658.1K2026-10-13
Fifth Third Wealth Advisors LLC
NEW18,617—+18,617——$872.4K—2026-10-22
James T. Borello RIA
DECREASED18,21822,555-4,337-19%$1.0M$853.7K-$185.0K2026-10-16
TopTier Wealth Management, LLC
DECREASED17,70617,707-10%$815.4K$829.7K+$14.3K2026-10-16
Focus Financial Network, Inc.
DECREASED17,63818,656-1,018-5%$859.1K$826.5K-$32.6K2026-10-14
Integrity Advisory Solutions, LLC
INCREASED17,59015,392+2,198+14%$708.8K$824.3K+$115.5K2026-10-29
Capital Square, LLC
INCREASED17,3864,756+12,630+266%$220.1K$814.7K+$594.6K2026-10-19
IFP Advisors, Inc
INCREASED16,85916,673+186+1%$767.8K$790.0K+$22.2K2026-10-16
Independent Financial Group, LLC
INCREASED16,78812,635+4,153+33%$581.8K$786.7K+$204.8K2026-10-13
Midwest Financial Group LLC
NEW16,459—+16,459——$771.3K—2026-10-15
Evermay Wealth Management LLC
INCREASED16,3178,215+8,102+99%$378.3K$764.6K+$386.3K2026-11-05
BigSur Wealth Management LLC
DECREASED16,00038,000-22,000-58%$1.7M$749.8K-$1.0M2026-10-13
Chapman Financial Group, LLC
UNCHANGED15,33715,33700%$706.3K$718.7K+$12.4K2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED15,21915,258-390%$702.6K$709.1K+$6.5K2026-11-02
Blue Sky Capital Consultants Group, Inc.
NEW14,371—+14,371——$673.4K—2026-10-13
Three Seasons Wealth, LLC
UNCHANGED14,35214,35200%$660.9K$672.5K+$11.6K2026-11-03
Canandaigua National Bank & Trust Co
NEW13,553—+13,553——$635.1K—2026-10-07
PCA Investment Advisory Services Inc.
INCREASED13,40111,067+2,334+21%$509.6K$628.0K+$118.3K2026-10-13
Nicholas Wealth, Llc.
NEW13,023—+13,023——$610.3K—2026-10-26
Gill Capital Partners, LLC
INCREASED12,9334,796+8,137+170%$220.9K$606.0K+$385.2K2026-10-13
Vestment Financial LLC
NEW12,364—+12,364——$578.2K—2026-10-13
Jessup Wealth Management, Inc
INCREASED12,06410,131+1,933+19%$466.5K$565.3K+$98.8K2026-10-20
Axxcess Wealth Management, LLC
INCREASED11,4409,138+2,302+25%$420.8K$536.1K+$115.3K2026-10-21
Fortune Financial Group, Inc.
INCREASED11,1269,830+1,296+13%$452.7K$521.4K+$68.7K2026-10-22
RFG Advisory, LLC
UNCHANGED11,04911,04900%$508.8K$517.8K+$9.0K2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED10,92111,370-449-4%$523.6K$511.8K-$11.8K2026-10-16
Strategic Blueprint, LLC
NEW10,267—+10,267——$481.1K—2026-10-22
Cypress Financial Planning LLC
DECREASED10,04713,014-2,967-23%$599.3K$470.8K-$128.5K2026-10-09
Liberty Atlantic Advisors LLC
UNCHANGED10,03710,03700%$462.2K$470.3K+$8.1K2026-10-14
Sigma Planning Corp
INCREASED9,9769,596+380+4%$441.9K$467.5K+$25.6K2026-10-23
Americana Partners, LLC
NEW9,930—+9,930——$465.3K—2026-10-28
MGO One Seven LLC
INCREASED9,8999,893+6+0%$455.6K$463.9K+$8.3K2026-10-28
Optima Capital LLC
NEW9,694—+9,694——$454.3K—2026-10-29
ATX Financial Planning, LLC
NEW9,682—+9,682——$453.7K—2026-10-14
Cypress Wealth Services, LLC
NEW9,393—+9,393——$445.2K—2026-10-21
Sagespring Wealth Partners, LLC
NEW9,222—+9,222——$432.2K—2026-10-22
Creative Financial Designs Inc
INCREASED9,1008,800+300+3%$405.2K$426.4K+$21.2K2026-11-04
Brown Wealth Management, LLC
UNCHANGED8,9668,96600%$412.9K$420.1K+$7.3K2026-10-20
Cornerstone Wealth, LLC
INCREASED8,7755,958+2,817+47%$276.0K$411.0K+$135.0K2026-10-28
BIP Wealth, LLC
DECREASED8,6308,779-149-2%$404.3K$404.4K+$1292026-10-22
Triad Wealth Partners, LLC
UNCHANGED8,4348,43400%$392.5K$395.2K+$2.7K2026-10-26
Certified Advisory Corp
DECREASED8,3128,784-472-5%$404.5K$389.5K-$15.0K2026-10-29
Websterrogers Financial Advisors, LLC
NEW8,176—+8,176——$383.1K—2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED8,1483,827+4,321+113%$176.2K$381.8K+$205.6K2026-10-23
Hofer & Associates. Inc
NEW7,911—+7,911——$370.7K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED7,9118,117-206-3%$373.8K$370.7K-$3.1K2026-10-14
Signaturefd, LLC
UNCHANGED7,5427,54200%$347.3K$353.4K+$6.1K2026-10-23
Chicago Partners Investment Group LLC
UNCHANGED7,5387,53800%$347.9K$353.1K+$5.2K2026-10-27
Smith Shellnut Wilson LLC
UNCHANGED7,0007,00000%$322.4K$328.0K+$5.7K2026-10-21
Reston Wealth Management LLC
UNCHANGED6,8906,89000%$317.3K$322.9K+$5.6K2026-10-29
City Holding Co
DECREASED6,8657,265-400-6%$334.5K$321.7K-$12.8K2026-10-19
Clay Northam Wealth Management, LLC
UNCHANGED6,4006,40000%$294.7K$299.9K+$5.2K2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED6,1525,998+154+3%$276.2K$288.3K+$12.1K2026-10-08
Clear Point Advisors Inc.
NEW5,978—+5,978——$280.1K—2026-10-30
J.W. Cole Advisors, Inc.
UNCHANGED5,9425,94200%$273.6K$278.4K+$4.8K2026-11-05
Sowell Financial Services LLC
NEW5,830—+5,830——$273.2K—2026-10-23
Spire Wealth Management
INCREASED5,8145,093+721+14%$234.5K$272.4K+$37.9K2026-10-30
Elevation Wealth Management LLC
UNCHANGED5,6505,65000%$260.2K$264.8K+$4.6K2026-11-02
Vise Technologies, Inc.
DECREASED5,5319,752-4,221-43%$449.1K$259.2K-$189.9K2026-10-29
Prime Capital Investment Advisors, LLC
NEW5,437—+5,437——$254.8K—2026-10-20
Integrity Alliance, Llc.
NEW5,335—+5,335——$250.0K—2026-10-29
Riverchase Wealth Management, LLC
NEW5,208—+5,208——$244.0K—2026-10-28
Kingswood Wealth Advisors, LLC
NEW5,167—+5,167——$242.1K—2026-10-23
Seros Financial, LLC
INCREASED5,1264,596+530+12%$211.6K$240.2K+$28.6K2026-10-21
Hengehold Capital Management LLC
UNCHANGED5,0855,08500%$234.2K$238.3K+$4.1K2026-10-16
Virtue Capital Management, LLC
NEW4,955—+4,955——$232.2K—2026-10-29
Ascent Wealth Partners, LLC
NEW4,845—+4,845——$227.0K—2026-10-23
Goldstein Advisors, LLC
NEW4,815—+4,815——$225.6K—2026-10-15
HB Wealth Management, LLC
NEW4,778—+4,778——$223.9K—2026-10-23
McAdam, LLC
DECREASED4,6705,669-999-18%$261.1K$218.8K-$42.2K2026-10-21
Lewis Asset Management, LLC
UNCHANGED4,6614,66100%$214.6K$218.4K+$3.8K2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED4,6264,62600%$213.0K$216.8K+$3.7K2026-11-02
Seven Hills Financial, LLC
NEW4,500—+4,500——$210.9K—2026-10-13
Csenge Advisory Group
NEW4,492—+4,492——$210.5K—2026-11-04
NWF Advisory Services Inc.
UNCHANGED4,4104,41000%$203.1K$206.7K+$3.6K2026-10-19
Balboa Wealth Partners
UNCHANGED4,4084,40800%$203.0K$206.6K+$3.6K2026-10-20
Schulz Wealth, Ltd.
NEW4,340—+4,340——$203.4K—2026-11-03
Sovran Advisors, LLC
DECREASED4,33432,857-28,523-87%$1.5M$204.5K-$1.3M2026-11-02
Ballast Rock Private Wealth LLC
NEW4,333—+4,333——$203.1K—2026-10-26
Fragasso Financial Advisors Inc
NEW4,259—+4,259——$201.8K—2026-10-13
IFS Advisors, LLC
NEW3,878—+3,878——$181.7K—2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED3,2683,26800%$150.5K$153.1K+$2.6K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED2,6653,649-984-27%$168.0K$124.9K-$43.2K2026-10-28
Stone House Investment Management, LLC
NEW2,275—+2,275——$106.6K—2026-10-23
Capital Investment Advisory Services, LLC
INCREASED2,2671,837+430+23%$84.6K$106.2K+$21.6K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED2,0651,639+426+26%$75.5K$96.8K+$21.3K2026-11-03
Archer Investment Corp
UNCHANGED1,6741,67400%$77.1K$78.4K+$1.4K2026-11-05
AlphaCore Capital LLC
UNCHANGED1,5001,50000%$69.1K$70.3K+$1.2K2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED1,3211,32100%$60.8K$61.9K+$1.1K2026-11-04
Reicon Wealth Advisors, LLC
NEW1,048—+1,048——$49.1K—2026-11-04
Lanark Financial, Inc.
NEW1,000—+1,000——$46.9K—2026-10-26
PFS Partners, LLC
UNCHANGED50050000%$23.0K$23.4K+$4052026-10-21
Trifecta Capital Advisors, LLC
UNCHANGED40040000%$18.4K$18.7K+$3242026-10-21
Trust Co
UNCHANGED38238200%$17.6K$17.9K+$3102026-10-09
MeadowBrook Investment Advisors LLC
DECREASED30016,608-16,308-98%$764.8K$80.8K-$684.0K2026-10-29
Gilpin Wealth Management, LLC
UNCHANGED20020000%$9.2K$9.4K+$1622026-10-09
Hazlett, Burt & Watson, Inc.
UNCHANGED12512500%$6$6$02026-11-04
Cannon Advisors, Inc.
CLOSED05,822-5,822-100%$269.3K$0-$269.3K2026-10-14
Cardinal Point Capital Management ULC
CLOSED05,690-5,690-100%$262.0K$0-$262.0K2026-10-21
Castle Rock Wealth Management, LLC
CLOSED05,178-5,178-100%$238.4K$0-$238.4K2026-10-09
Retirement Planning Group, LLC
CLOSED04,473-4,473-100%$206.0K$0-$206.0K2026-10-19
Noble Wealth Management PBC
CLOSED0460-460-100%$21.2K$0-$21.2K2026-10-01
Alliancebernstein L.P.
N/A—3,166,584-3,166,584-100%$136.4M———
Penserra Capital Management LLC
N/A—1,591,401-1,591,401-100%$73.3M———
Osaic Holdings, Inc.
N/A—512,161-512,161-100%$23.6M———
LPL Financial LLC
N/A—385,448-385,448-100%$17.7M———
Focus Partners Wealth
N/A—367,870-367,870-100%$16.9M———
Cresset Asset Management, LLC
N/A—337,840-337,840-100%$15.6M———
HighTower Advisors, LLC
N/A—278,238-278,238-100%$12.8M———
Raymond James Financial Inc
N/A—268,877-268,877-100%$12.4M———
Envestnet Asset Management Inc
N/A—251,301-251,301-100%$11.6M———
SageView Advisory Group, LLC
N/A—223,846-223,846-100%$10.3M———
Cetera Investment Advisers
N/A—215,435-215,435-100%$9.9M———
Beacon Pointe Advisors, LLC
N/A—192,560-192,560-100%$8.9M———
Bellwether Advisors, LLC
N/A—126,367-126,367-100%$5.8M———
Old Mission Capital LLC
N/A—104,468-104,468-100%$4.8M———
Yarger Wealth Strategies, LLC
N/A—102,589-102,589-100%$4.7M———
Blair William & Co
N/A—90,371-90,371-100%$4.2M———
MAI Capital Management
N/A—86,820-86,820-100%$4.0M———
OneDigital Investment Advisors LLC
N/A—83,837-83,837-100%$3.9M———
Susquehanna International Group, LLP
N/A—82,119-82,119-100%$3.8M———
MTM Financial Group, LLC
N/A—81,788-81,788-100%$3.8M———
Keating Financial Advisory Services, Inc.
N/A—80,269-80,269-100%$3.7M———
First Commonwealth Financial Corp
N/A—75,658-75,658-100%$3.5M———
Citadel Advisors LLC
N/A—68,136-68,136-100%$3.1M———
Janney Montgomery Scott LLC
N/A—63,829-63,829-100%$2.9M———
MML Investors Services, LLC
N/A—59,790-59,790-100%$2.8M———
Advisory Alpha, LLC
N/A—53,273-53,273-100%$2.5M———
Beck Capital Management, LLC
N/A—50,970-50,970-100%$2.3M———
Frisch Financial Group, Inc.
N/A—46,065-46,065-100%$2.1M———
Cofg Advisors, LLC
N/A—43,561-43,561-100%$2.0M———
AE Wealth Management LLC
N/A—41,805-41,805-100%$1.9M———
Cassady Wealth & Retirement Planning, LLC
N/A—41,558-41,558-100%$1.9M———
Advisory Services Network, LLC
N/A—38,968-38,968-100%$1.8M———
Captrust Financial Advisors
N/A—38,313-38,313-100%$1.8M———
Garden State Investment Advisory Services LLC
N/A—36,864-36,864-100%$1.7M———
Mercer Global Advisors Inc
N/A—34,116-34,116-100%$1.6M———
Bcgm Wealth Management, LLC
N/A—33,480-33,480-100%$1.5M———
HRT Financial LP
N/A—29,954-29,954-100%$1.4M———
Camelot Portfolios, LLC
N/A—29,407-29,407-100%$1.4M———
Continuum Advisory, LLC
N/A—27,572-27,572-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—27,512-27,512-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—26,158-26,158-100%$1.2M———
Wealth Alliance, LLC
N/A—25,288-25,288-100%$1.2M———
FSA Advisors, Inc.
N/A—25,091-25,091-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—24,076-24,076-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—23,628-23,628-100%$1.1M———
CreativeOne Wealth, LLC
N/A—21,404-21,404-100%$985.7K———
Fiduciary Financial Advisors
N/A—20,460-20,460-100%$942.2K———
Summit Wealth Partners, LLC
N/A—19,379-19,379-100%$892.4K———
Merit Financial Group, LLC
N/A—18,171-18,171-100%$836.8K———
NewEdge Advisors, LLC
N/A—18,058-18,058-100%$831.6K———
Cerity Partners LLC
N/A—17,887-17,887-100%$823.7K———
Jane Street Group, LLC
N/A—17,312-17,312-100%$797.2K———
Centaurus Financial, Inc.
N/A—16,776-16,776-100%$773.0K———
Arax Advisory Partners
N/A—16,423-16,423-100%$756.3K———
Wood Tarver Financial Group, LLC
N/A—15,102-15,102-100%$695.0K———
RED Reef Advisors LLC
N/A—15,100-15,100-100%$695.4K———
Phoenix Financial Ltd.
N/A—14,945-14,945-100%$688.2K———
Compass Advisory Group LLC
N/A—14,688-14,688-100%$676.4K———
Belpointe Asset Management LLC
N/A—14,656-14,656-100%$674.9K———
Valmark Advisers, Inc.
N/A—13,653-13,653-100%$628.7K———
NCM Capital Management, LLC
N/A—12,954-12,954-100%$596.5K———
Allworth Financial LP
N/A—12,527-12,527-100%$576.9K———
Harbour Investments, Inc.
N/A—12,085-12,085-100%$556.5K———
Thoroughbred Financial Services, LLC
N/A—11,850-11,850-100%$545.0K———
IHT Wealth Management, LLC
N/A—11,501-11,501-100%$529.6K———
Benjamin Edwards Inc
N/A—11,390-11,390-100%$524.5K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—10,700-10,700-100%$492.7K———
Arkadios Wealth Advisors
N/A—10,296-10,296-100%$474.1K———
Sound View Wealth Advisors Group, LLC
N/A—10,242-10,242-100%$471.6K———
Northern Trust Corp
N/A—9,930-9,930-100%$457.3K———
Morgan Stanley
N/A—9,707-9,707-100%$447.0K———
AQR Capital Management LLC
N/A—9,478-9,478-100%$436.5K———
Retirement Income Solutions, Inc
N/A—9,154-9,154-100%$394.2K———
Coldstream Capital Management Inc
N/A—8,826-8,826-100%$406.4K———
Composition Wealth, LLC
N/A—8,738-8,738-100%$402.4K———
Orion Capital Management LLC
N/A—8,415-8,415-100%$387.5K———
Tradition Wealth Management, LLC
N/A—7,798-7,798-100%$359.1K———
Lakeridge Wealth Management LLC
N/A—7,461-7,461-100%$343.6K———
Silver OAK Securities, Incorporated
N/A—7,350-7,350-100%$338.5K———
First Manhattan Co. Llc.
N/A—7,337-7,337-100%$337.9K———
EP Wealth Advisors, LLC
N/A—6,741-6,741-100%$310.4K———
Dakota Wealth Management
N/A—6,339-6,339-100%$291.9K———
Principal Securities, Inc.
N/A—6,218-6,218-100%$286.3K———
Vantage Point Financial LLC
N/A—6,019-6,019-100%$277.2K———
Main Street Financial Solutions, LLC
N/A—5,986-5,986-100%$275.7K———
Pine Harbor Wealth Management, LLC
N/A—5,834-5,834-100%$268.7K———
Capital Analysts, LLC
N/A—5,636-5,636-100%$260.0K———
Stratos Wealth Advisors, LLC
N/A—5,146-5,146-100%$237.0K———
WorthPointe, LLC
N/A—5,080-5,080-100%$233.9K———
Forty-three Eighteen Advisors, LLC
N/A—5,000-5,000-100%$230.3K———
WealthShield Partners, LLC
N/A—4,987-4,987-100%$229.7K———
Nikulski Financial, Inc.
N/A—4,495-4,495-100%$207.0K———
Bernard Wealth Management Corp.
N/A—3,984-3,984-100%$183.5K———
Ameriflex Group, Inc.
N/A—1,713-1,713-100%$78.9K———
Truvestments Capital LLC
N/A—1,651-1,651-100%$76.0K———
Bank of Montreal
N/A—623-623-100%$28.7K———
Brown Brothers Harriman & Co
N/A—566-566-100%$26.1K———
JPMorgan Chase & Co
N/A—500-500-100%$23.0K———
Royal Bank of Canada
N/A—280-280-100%$13.0K———
Northwestern Mutual Wealth Management Co
N/A—239-239-100%$11.0K———
Integrity Financial Corp
N/A—225-225-100%$10.4K———
PlanVest Financial, Inc
N/A—57-57-100%$2.6K———
Investors Portfolio Services LLC
N/A—50-50-100%$2.3K———
O'shaughnessy Asset Management, LLC
N/A—28-28-100%$1.3K———
Showing 257 of 257 institutions