IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator U.S. Equity Power (PAUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares694,670 from 138,876
Change+555,794 (+400%)
Value$32.4M (+$26.1M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares390,807 from 511,719
Change-120,912 (-24%)
Value$18.2M (-$5.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares299,030 from 356,698
Change-57,668 (-16%)
Value$13.9M (-$2.3M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares263,076 from 264,560
Change-1,484 (-1%)
Value$12.3M (+$198.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares219,919 from 206,911
Change+13,008 (+6%)
Value$10.3M (+$815.8K)
Filed 2026-10-16
Ascent Wealth Partners, LLC
DECREASED
Shares203,878 from 210,214
Change-6,336 (-3%)
Value$9.5M (-$83.3K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares170,970 from 37,912
Change+133,058 (+351%)
Value$8.0M (+$6.3M)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares157,429 from 148,465
Change+8,964 (+6%)
Value$7.3M (+$568.1K)
Filed 2026-10-08
Truist Financial Corp
DECREASED
Shares133,830 from 180,690
Change-46,860 (-26%)
Value$6.2M (-$2.0M)
Filed 2026-10-30
Gill Capital Partners, LLC
DECREASED
Shares125,748 from 131,965
Change-6,217 (-5%)
Value$5.9M (-$156.7K)
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares118,476 from 119,596
Change-1,120 (-1%)
Value$5.5M (+$68.5K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares112,943 from 92,363
Change+20,580 (+22%)
Value$5.3M (+$1.1M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares102,544 from 104,514
Change-1,970 (-2%)
Value$4.8M (+$13.7K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares99,116 from 101,541
Change-2,425 (-2%)
Value$4.6M (-$10.6K)
Filed 2026-10-30
Lineweaver Wealth Advisors, LLC
INCREASED
Shares89,661 from 74,853
Change+14,808 (+20%)
Value$4.2M (+$766.4K)
Filed 2026-10-13
Southland Equity Partners LLC
DECREASED
Shares79,739 from 82,461
Change-2,722 (-3%)
Value$3.7M (-$43.7K)
Filed 2026-10-14
Trek Financial, LLC
INCREASED
Shares72,811 from 67,503
Change+5,308 (+8%)
Value$3.4M (+$315.8K)
Filed 2026-10-29
KFG Wealth Management, LLC
INCREASED
Shares69,767 from 69,241
Change+526 (+1%)
Value$3.3M (+$94.5K)
Filed 2026-10-16
Corrado Advisors, LLC
INCREASED
Shares64,437 from 55,384
Change+9,053 (+16%)
Value$3.0M (+$478.3K)
Filed 2026-10-27
Chris Bulman Inc
INCREASED
Shares64,426 from 56,987
Change+7,439 (+13%)
Value$3.0M (+$404.6K)
Filed 2026-10-20
CRA Financial Services, LLC
DECREASED
Shares53,910 from 59,910
Change-6,000 (-10%)
Value$2.5M (-$219.4K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares53,651 from 60,091
Change-6,440 (-11%)
Value$2.5M (-$236.5K)
Filed 2026-11-03
BCS Wealth Management
DECREASED
Shares51,512 from 55,204
Change-3,692 (-7%)
Value$2.4M (-$116.5K)
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares50,724 from 46,250
Change+4,474 (+10%)
Value$2.4M (+$273.3K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares45,331 from 48,486
Change-3,155 (-7%)
Value$2.1M (-$98.2K)
Filed 2026-10-23
First City Capital Management, Inc.
DECREASED
Shares44,301 from 45,250
Change-949 (-2%)
Value$2.1M (+$1.4K)
Filed 2026-10-27
Weaver Capital Management LLC
INCREASED
Shares43,741 from 39,999
Change+3,742 (+9%)
Value$2.0M (+$331.8K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
INCREASED
Shares43,553 from 15,003
Change+28,550 (+190%)
Value$2.0M (+$1.3M)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares42,024 from 37,978
Change+4,046 (+11%)
Value$2.0M (+$227.1K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares41,656 from 39,761
Change+1,895 (+5%)
Value$1.9M (+$128.5K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares36,701 from 33,172
Change+3,529 (+11%)
Value$1.7M (+$198.1K)
Filed 2026-11-02
Clay Northam Wealth Management, LLC
UNCHANGED
Shares36,370 from 36,370
Change0 (0%)
Value$1.7M (+$36.7K)
Filed 2026-10-13
Retirement Guys Formula LLC
DECREASED
Shares35,024 from 40,076
Change-5,052 (-13%)
Value$1.6M (-$195.2K)
Filed 2026-10-26
Nations Financial Group Inc,
DECREASED
Shares34,145 from 34,830
Change-685 (-2%)
Value$1.6M (+$3.2K)
Filed 2026-11-05
Hofer & Associates. Inc
NEW
Shares32,888
Change+32,888
Value$1.5M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares32,888 from 33,092
Change-204 (-1%)
Value$1.5M (+$23.9K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
UNCHANGED
Shares32,595 from 32,595
Change0 (0%)
Value$1.5M (+$32.9K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED
Shares32,043 from 32,737
Change-694 (-2%)
Value$1.5M (+$689)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares30,419 from 16,617
Change+13,802 (+83%)
Value$1.4M (+$660.6K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares29,281 from 14,727
Change+14,554 (+99%)
Value$1.4M (+$693.8K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares27,270 from 10,563
Change+16,707 (+158%)
Value$1.3M (+$790.1K)
Filed 2026-10-29
BFI Wealth Solutions, LLC
DECREASED
Shares27,039 from 28,761
Change-1,722 (-6%)
Value$1.3M (-$51.3K)
Filed 2026-10-16
Weaver Consulting Group
INCREASED
Shares26,734 from 23,808
Change+2,926 (+12%)
Value$1.2M (+$160.5K)
Filed 2026-10-07
TopTier Wealth Management, LLC
DECREASED
Shares24,939 from 24,946
Change-7 (0%)
Value$1.2M (+$24.9K)
Filed 2026-10-16
Selby Wealth Management, LLC
DECREASED
Shares24,651 from 24,901
Change-250 (-1%)
Value$1.1M (+$13.5K)
Filed 2026-10-16
RFG Advisory, LLC
UNCHANGED
Shares22,255 from 22,255
Change0 (0%)
Value$1.0M (+$22.5K)
Filed 2026-11-03
Schulz Wealth, Ltd.
DECREASED
Shares21,335 from 22,035
Change-700 (-3%)
Value$995.3K (-$10.4K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares21,075 from 20,099
Change+976 (+5%)
Value$983.1K (+$65.8K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares20,350 from 20,350
Change0 (0%)
Value$949.3K (+$20.6K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares20,088 from 20,088
Change0 (0%)
Value$937.1K (+$20.3K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares19,226 from 19,226
Change0 (0%)
Value$896.9K (+$19.4K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares18,375 from 15,670
Change+2,705 (+17%)
Value$857.2K (+$142.0K)
Filed 2026-10-13
Beacon Financial Advisory LLC
UNCHANGED
Shares18,356 from 18,356
Change0 (0%)
Value$856.3K (+$18.5K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
DECREASED
Shares18,134 from 18,141
Change-7 (0%)
Value$846.0K (+$18.0K)
Filed 2026-10-28
Visionary Wealth Advisors
UNCHANGED
Shares17,552 from 17,552
Change0 (0%)
Value$818.8K (+$17.7K)
Filed 2026-11-04
Straight Path Wealth Management
INCREASED
Shares17,052 from 15,018
Change+2,034 (+14%)
Value$795.5K (+$110.1K)
Filed 2026-10-23
HB Wealth Management, LLC
NEW
Shares16,943
Change+16,943
Value$790.4K
Filed 2026-10-23
Retirement Planning Group, LLC
UNCHANGED
Shares15,663 from 15,663
Change0 (0%)
Value$730.7K (+$15.8K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares15,569 from 14,972
Change+597 (+4%)
Value$721.3K (+$38.0K)
Filed 2026-11-02
McAdam, LLC
DECREASED
Shares15,223 from 15,555
Change-332 (-2%)
Value$710.2K (+$223)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares13,919 from 15,626
Change-1,707 (-11%)
Value$649.3K (-$63.9K)
Filed 2026-10-30
PTM Wealth Management, LLC
DECREASED
Shares13,864 from 14,144
Change-280 (-2%)
Value$654.0K (+$5.4K)
Filed 2026-10-23
Bank of New York Mellon Corp
NEW
Shares13,469
Change+13,469
Value$628.3K
Filed 2026-11-05
Milestone Asset Management, LLC
DECREASED
Shares13,154 from 13,608
Change-454 (-3%)
Value$613.6K (-$7.4K)
Filed 2026-10-15
Jacobi Capital Management LLC
UNCHANGED
Shares12,903 from 12,903
Change0 (0%)
Value$601.9K (+$13.0K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
DECREASED
Shares12,690 from 14,340
Change-1,650 (-12%)
Value$598.6K (-$55.8K)
Filed 2026-10-09
Altfest L J & Co Inc
DECREASED
Shares12,675 from 13,766
Change-1,091 (-8%)
Value$591.3K (-$37.0K)
Filed 2026-10-27
Soltis Investment Advisors LLC
DECREASED
Shares12,669 from 12,828
Change-159 (-1%)
Value$591.0K (+$5.6K)
Filed 2026-10-28
Cornerstone Wealth, LLC
INCREASED
Shares12,622 from 12,211
Change+411 (+3%)
Value$588.8K (+$29.2K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares12,399 from 12,999
Change-600 (-5%)
Value$578.4K (-$14.9K)
Filed 2026-10-23
AA Financial Advisors, LLC
INCREASED
Shares11,986 from 10,525
Change+1,461 (+14%)
Value$559.1K (+$78.8K)
Filed 2026-10-19
Archer Investment Corp
INCREASED
Shares11,242 from 10,599
Change+643 (+6%)
Value$524.4K (+$40.7K)
Filed 2026-11-05
Fortune Financial Group, Inc.
INCREASED
Shares11,051 from 8,011
Change+3,040 (+38%)
Value$515.5K (+$149.9K)
Filed 2026-10-22
Buska Wealth Management, LLC
DECREASED
Shares10,922 from 16,433
Change-5,511 (-34%)
Value$509.5K (-$240.5K)
Filed 2026-10-08
James T. Borello RIA
INCREASED
Shares10,807 from 9,521
Change+1,286 (+14%)
Value$504.1K (+$69.6K)
Filed 2026-10-16
Sugar Maple Asset Management, LLC
DECREASED
Shares10,667 from 11,233
Change-566 (-5%)
Value$497.6K (-$15.1K)
Filed 2026-10-13
Jessup Wealth Management, Inc
DECREASED
Shares10,518 from 10,530
Change-12 (0%)
Value$490.7K (+$10.1K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares10,327 from 10,282
Change+45 (+0%)
Value$481.7K (+$12.5K)
Filed 2026-10-23
Cypress Wealth Services, LLC
UNCHANGED
Shares10,266 from 10,266
Change0 (0%)
Value$484.3K (+$15.7K)
Filed 2026-10-21
Midwest Financial Group LLC
NEW
Shares10,227
Change+10,227
Value$477.1K
Filed 2026-10-15
BIP Wealth, LLC
INCREASED
Shares9,573 from 6,701
Change+2,872 (+43%)
Value$446.6K (+$140.7K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
NEW
Shares9,402
Change+9,402
Value$438.6K
Filed 2026-10-22
Liberty Atlantic Advisors LLC
DECREASED
Shares9,374 from 9,776
Change-402 (-4%)
Value$437.3K (-$8.9K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
UNCHANGED
Shares9,244 from 9,244
Change0 (0%)
Value$431.2K (+$9.3K)
Filed 2026-10-21
RiverTree Advisors, LLC
DECREASED
Shares8,889 from 8,911
Change-22 (0%)
Value$414.7K (+$8.0K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED
Shares8,407 from 8,407
Change0 (0%)
Value$392.2K (+$8.5K)
Filed 2026-11-05
BigSur Wealth Management LLC
INCREASED
Shares8,357 from 7,752
Change+605 (+8%)
Value$389.9K (+$36.1K)
Filed 2026-10-13
John W. Brooker & Co., CPAs
DECREASED
Shares7,810 from 8,065
Change-255 (-3%)
Value$364.3K (-$3.8K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED
Shares7,794 from 8,248
Change-454 (-5%)
Value$363.6K (-$12.8K)
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares7,773 from 7,517
Change+256 (+3%)
Value$362.6K (+$19.5K)
Filed 2026-10-15
Maltin Wealth Management, Inc.
UNCHANGED
Shares7,457 from 7,457
Change0 (0%)
Value$347.9K (+$7.5K)
Filed 2026-10-13
City Holding Co
DECREASED
Shares7,335 from 8,835
Change-1,500 (-17%)
Value$342.2K (-$61.0K)
Filed 2026-10-19
Elmwood Wealth Management, Inc.
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$340.5K (+$7.4K)
Filed 2026-10-14
Brown Wealth Management, LLC
UNCHANGED
Shares7,078 from 7,078
Change0 (0%)
Value$330.2K (+$7.1K)
Filed 2026-10-20
Atticus Wealth Management, LLC
DECREASED
Shares7,050 from 7,135
Change-85 (-1%)
Value$328.9K (+$3.2K)
Filed 2026-10-20
Berkshire Money Management, Inc.
NEW
Shares6,886
Change+6,886
Value$321.2K
Filed 2026-10-21
TrustBank
NEW
Shares6,860
Change+6,860
Value$320.0K
Filed 2026-10-20
Wisconsin Wealth Advisors, LLC
UNCHANGED
Shares6,596 from 6,596
Change0 (0%)
Value$307.7K (+$6.7K)
Filed 2026-10-08
Curated Wealth Partners LLC
UNCHANGED
Shares6,580 from 6,580
Change0 (0%)
Value$307.0K (+$6.6K)
Filed 2026-10-15
Pacific Park Financial, Inc.
INCREASED
Shares6,555 from 5,700
Change+855 (+15%)
Value$305.8K (+$45.6K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares6,505 from 6,905
Change-400 (-6%)
Value$303.4K (-$11.7K)
Filed 2026-10-29
Bison Wealth, LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$301.8K (+$8.9K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares6,310 from 7,186
Change-876 (-12%)
Value$294.4K (-$33.6K)
Filed 2026-10-08
Cardinal Point Capital Management ULC
UNCHANGED
Shares6,295 from 6,295
Change0 (0%)
Value$293.7K (+$6.4K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
UNCHANGED
Shares6,186 from 6,186
Change0 (0%)
Value$288.6K (+$5.1K)
Filed 2026-10-27
Blue Sky Capital Consultants Group, Inc.
NEW
Shares6,091
Change+6,091
Value$284.1K
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares6,019 from 6,019
Change0 (0%)
Value$280.8K (+$6.1K)
Filed 2026-11-02
Evolution Wealth Management Inc.
UNCHANGED
Shares5,874 from 5,874
Change0 (0%)
Value$274.0K (+$5.9K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares5,623 from 5,858
Change-235 (-4%)
Value$262.3K (-$5.0K)
Filed 2026-10-29
Galvin, Gaustad & Stein, LLC
INCREASED
Shares5,575 from 5,384
Change+191 (+4%)
Value$260.1K (+$14.3K)
Filed 2026-10-08
Koshinski Asset Management, Inc.
DECREASED
Shares5,532 from 5,832
Change-300 (-5%)
Value$258.1K (-$8.1K)
Filed 2026-10-29
Michels Family Financial, LLC
NEW
Shares5,290
Change+5,290
Value$246.8K
Filed 2026-11-02
Goldstein Advisors, LLC
NEW
Shares5,247
Change+5,247
Value$244.8K
Filed 2026-10-15
Hohimer Wealth Management, LLC
UNCHANGED
Shares5,231 from 5,231
Change0 (0%)
Value$244.0K (+$5.3K)
Filed 2026-11-04
ProCore Advisors, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$242.6K (+$5.3K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares5,062 from 5,162
Change-100 (-2%)
Value$236.1K (+$548)
Filed 2026-10-16
Interchange Capital Partners, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$233.3K (+$5.1K)
Filed 2026-10-28
Kathmere Capital Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$233.3K (+$5.1K)
Filed 2026-10-20
Simplicity Wealth,LLC
NEW
Shares4,963
Change+4,963
Value$231.5K
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
NEW
Shares4,724
Change+4,724
Value$220.4K
Filed 2026-11-03
Occidental Asset Management, LLC
NEW
Shares4,599
Change+4,599
Value$214.5K
Filed 2026-11-05
Strategic Blueprint, LLC
UNCHANGED
Shares4,531 from 4,531
Change0 (0%)
Value$211.4K (+$4.6K)
Filed 2026-10-22
Clear Point Advisors Inc.
NEW
Shares4,490
Change+4,490
Value$209.5K
Filed 2026-10-30
WealthPlan Investment Management, LLC
DECREASED
Shares4,484 from 7,272
Change-2,788 (-38%)
Value$209.2K (-$122.7K)
Filed 2026-10-15
Kachkovsky & Fisher, Inc.
UNCHANGED
Shares4,429 from 4,429
Change0 (0%)
Value$206.6K (+$4.5K)
Filed 2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED
Shares4,414 from 4,414
Change0 (0%)
Value$205.9K (+$4.5K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares3,761 from 3,761
Change0 (0%)
Value$175.5K (+$3.8K)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$110.8K (+$2.4K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$81.4K (+$1.8K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$73.7K (+$1.6K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares681
Change+681
Value$31.8K
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$21.4K (+$463)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$6.4K (+$3)
Filed 2026-10-30
IFS Advisors, LLC
NEW
Shares54
Change+54
Value$2.5K
Filed 2026-10-14
McAlister, Sweet & Associates, Inc.
CLOSED
Shares0 from 123,580
Change-123,580 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-07
Vaquero Private Wealth, LTD
CLOSED
Shares0 from 17,500
Change-17,500 (-100%)
Value$0 (-$798.7K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,685
Change-1,685 (-100%)
Value$0 (-$76.9K)
Filed 2026-10-15
Alliancebernstein L.P.
N/A
Shares— from 3,112,734
Change-3,112,734 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,605,965
Change-1,605,965 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 928,265
Change-928,265 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 498,072
Change-498,072 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 439,838
Change-439,838 (-100%)
Value—
Blair William & Co
N/A
Shares— from 377,754
Change-377,754 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 336,281
Change-336,281 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 285,739
Change-285,739 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 282,430
Change-282,430 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 254,548
Change-254,548 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 233,712
Change-233,712 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 215,694
Change-215,694 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 191,998
Change-191,998 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 170,627
Change-170,627 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 159,083
Change-159,083 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 139,971
Change-139,971 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 108,475
Change-108,475 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 103,816
Change-103,816 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 84,532
Change-84,532 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 80,659
Change-80,659 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 77,886
Change-77,886 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 74,535
Change-74,535 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 73,089
Change-73,089 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 70,685
Change-70,685 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 65,824
Change-65,824 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 63,105
Change-63,105 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 62,298
Change-62,298 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 58,698
Change-58,698 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 58,602
Change-58,602 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 51,992
Change-51,992 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 50,714
Change-50,714 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 50,280
Change-50,280 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 47,548
Change-47,548 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 45,291
Change-45,291 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 38,855
Change-38,855 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 38,057
Change-38,057 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 37,745
Change-37,745 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 36,573
Change-36,573 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 35,620
Change-35,620 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 34,915
Change-34,915 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 34,471
Change-34,471 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 33,894
Change-33,894 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 32,525
Change-32,525 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 30,923
Change-30,923 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 29,776
Change-29,776 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 29,134
Change-29,134 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,212
Change-28,212 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 24,224
Change-24,224 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 22,798
Change-22,798 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 21,463
Change-21,463 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,389
Change-19,389 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,654
Change-17,654 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,325
Change-16,325 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,295
Change-16,295 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,731
Change-15,731 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,522
Change-15,522 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,468
Change-11,468 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,954
Change-10,954 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 10,735
Change-10,735 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,722
Change-9,722 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 9,508
Change-9,508 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 9,432
Change-9,432 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,804
Change-8,804 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 7,690
Change-7,690 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,578
Change-7,578 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 7,519
Change-7,519 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,879
Change-6,879 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 550
Change-550 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 389
Change-389 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 386
Change-386 (-100%)
Value—
Status
Brookstone Capital Management
INCREASED694,670138,876+555,794+400%$6.3M$32.4M+$26.1M2026-10-22
Commonwealth Equity Services, LLC
DECREASED390,807511,719-120,912-24%$23.4M$18.2M-$5.1M2026-11-02
Kestra Advisory Services, LLC
DECREASED299,030356,698-57,668-16%$16.3M$13.9M-$2.3M2026-11-02
Creative Planning
DECREASED263,076264,560-1,484-1%$12.1M$12.3M+$198.0K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED219,919206,911+13,008+6%$9.4M$10.3M+$815.8K2026-10-16
Ascent Wealth Partners, LLC
DECREASED203,878210,214-6,336-3%$9.6M$9.5M-$83.3K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED170,97037,912+133,058+351%$1.7M$8.0M+$6.3M2026-10-13
CoreCap Advisors, LLC
INCREASED157,429148,465+8,964+6%$6.8M$7.3M+$568.1K2026-10-08
Truist Financial Corp
DECREASED133,830180,690-46,860-26%$8.2M$6.2M-$2.0M2026-10-30
Gill Capital Partners, LLC
DECREASED125,748131,965-6,217-5%$6.0M$5.9M-$156.7K2026-10-13
Diligent Investors, LLC
DECREASED118,476119,596-1,120-1%$5.5M$5.5M+$68.5K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED112,94392,363+20,580+22%$4.2M$5.3M+$1.1M2026-11-02
Atria Investments, Inc
DECREASED102,544104,514-1,970-2%$4.8M$4.8M+$13.7K2026-10-15
Capital Investment Advisory Services, LLC
DECREASED99,116101,541-2,425-2%$4.6M$4.6M-$10.6K2026-10-30
Lineweaver Wealth Advisors, LLC
INCREASED89,66174,853+14,808+20%$3.4M$4.2M+$766.4K2026-10-13
Southland Equity Partners LLC
DECREASED79,73982,461-2,722-3%$3.8M$3.7M-$43.7K2026-10-14
Trek Financial, LLC
INCREASED72,81167,503+5,308+8%$3.1M$3.4M+$315.8K2026-10-29
KFG Wealth Management, LLC
INCREASED69,76769,241+526+1%$3.2M$3.3M+$94.5K2026-10-16
Corrado Advisors, LLC
INCREASED64,43755,384+9,053+16%$2.5M$3.0M+$478.3K2026-10-27
Chris Bulman Inc
INCREASED64,42656,987+7,439+13%$2.6M$3.0M+$404.6K2026-10-20
CRA Financial Services, LLC
DECREASED53,91059,910-6,000-10%$2.7M$2.5M-$219.4K2026-10-16
Keystone Wealth Services, LLC
DECREASED53,65160,091-6,440-11%$2.7M$2.5M-$236.5K2026-11-03
BCS Wealth Management
DECREASED51,51255,204-3,692-7%$2.5M$2.4M-$116.5K2026-11-03
Global Assets Advisory, LLC
INCREASED50,72446,250+4,474+10%$2.1M$2.4M+$273.3K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED45,33148,486-3,155-7%$2.2M$2.1M-$98.2K2026-10-23
First City Capital Management, Inc.
DECREASED44,30145,250-949-2%$2.1M$2.1M+$1.4K2026-10-27
Weaver Capital Management LLC
INCREASED43,74139,999+3,742+9%$1.7M$2.0M+$331.8K2026-10-15
Blue Bell Private Wealth Management, LLC
INCREASED43,55315,003+28,550+190%$684.7K$2.0M+$1.3M2026-10-29
Dynamic Advisor Solutions LLC
INCREASED42,02437,978+4,046+11%$1.7M$2.0M+$227.1K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED41,65639,761+1,895+5%$1.8M$1.9M+$128.5K2026-10-14
Cornerstone Wealth Group, LLC
INCREASED36,70133,172+3,529+11%$1.5M$1.7M+$198.1K2026-11-02
Clay Northam Wealth Management, LLC
UNCHANGED36,37036,37000%$1.7M$1.7M+$36.7K2026-10-13
Retirement Guys Formula LLC
DECREASED35,02440,076-5,052-13%$1.8M$1.6M-$195.2K2026-10-26
Nations Financial Group Inc,
DECREASED34,14534,830-685-2%$1.6M$1.6M+$3.2K2026-11-05
Hofer & Associates. Inc
NEW32,888—+32,888——$1.5M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED32,88833,092-204-1%$1.5M$1.5M+$23.9K2026-10-14
Fiduciary Financial Group, LLC
UNCHANGED32,59532,59500%$1.5M$1.5M+$32.9K2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED32,04332,737-694-2%$1.5M$1.5M+$6892026-10-16
IFP Advisors, Inc
INCREASED30,41916,617+13,802+83%$758.4K$1.4M+$660.6K2026-10-16
Independent Financial Group, LLC
INCREASED29,28114,727+14,554+99%$672.1K$1.4M+$693.8K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED27,27010,563+16,707+158%$482.1K$1.3M+$790.1K2026-10-29
BFI Wealth Solutions, LLC
DECREASED27,03928,761-1,722-6%$1.3M$1.3M-$51.3K2026-10-16
Weaver Consulting Group
INCREASED26,73423,808+2,926+12%$1.1M$1.2M+$160.5K2026-10-07
TopTier Wealth Management, LLC
DECREASED24,93924,946-70%$1.1M$1.2M+$24.9K2026-10-16
Selby Wealth Management, LLC
DECREASED24,65124,901-250-1%$1.1M$1.1M+$13.5K2026-10-16
RFG Advisory, LLC
UNCHANGED22,25522,25500%$1.0M$1.0M+$22.5K2026-11-03
Schulz Wealth, Ltd.
DECREASED21,33522,035-700-3%$1.0M$995.3K-$10.4K2026-11-03
Focus Financial Network, Inc.
INCREASED21,07520,099+976+5%$917.3K$983.1K+$65.8K2026-10-14
Pinnacle Wealth Management Group, Inc.
UNCHANGED20,35020,35000%$928.8K$949.3K+$20.6K2026-10-15
Forvis Mazars Wealth Advisors, LLC
UNCHANGED20,08820,08800%$916.8K$937.1K+$20.3K2026-10-13
Caliber Wealth Management, LLC / KS
UNCHANGED19,22619,22600%$877.5K$896.9K+$19.4K2026-11-04
Cape Investment Advisory, Inc.
INCREASED18,37515,670+2,705+17%$715.2K$857.2K+$142.0K2026-10-13
Beacon Financial Advisory LLC
UNCHANGED18,35618,35600%$837.8K$856.3K+$18.5K2026-10-16
Outlook Wealth Advisors, LLC
DECREASED18,13418,141-70%$828.0K$846.0K+$18.0K2026-10-28
Visionary Wealth Advisors
UNCHANGED17,55217,55200%$801.1K$818.8K+$17.7K2026-11-04
Straight Path Wealth Management
INCREASED17,05215,018+2,034+14%$685.4K$795.5K+$110.1K2026-10-23
HB Wealth Management, LLC
NEW16,943—+16,943——$790.4K—2026-10-23
Retirement Planning Group, LLC
UNCHANGED15,66315,66300%$714.9K$730.7K+$15.8K2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED15,56914,972+597+4%$683.3K$721.3K+$38.0K2026-11-02
McAdam, LLC
DECREASED15,22315,555-332-2%$709.9K$710.2K+$2232026-10-21
Spire Wealth Management
DECREASED13,91915,626-1,707-11%$713.2K$649.3K-$63.9K2026-10-30
PTM Wealth Management, LLC
DECREASED13,86414,144-280-2%$648.6K$654.0K+$5.4K2026-10-23
Bank of New York Mellon Corp
NEW13,469—+13,469——$628.3K—2026-11-05
Milestone Asset Management, LLC
DECREASED13,15413,608-454-3%$621.1K$613.6K-$7.4K2026-10-15
Jacobi Capital Management LLC
UNCHANGED12,90312,90300%$588.9K$601.9K+$13.0K2026-11-05
Castle Rock Wealth Management, LLC
DECREASED12,69014,340-1,650-12%$654.4K$598.6K-$55.8K2026-10-09
Altfest L J & Co Inc
DECREASED12,67513,766-1,091-8%$628.3K$591.3K-$37.0K2026-10-27
Soltis Investment Advisors LLC
DECREASED12,66912,828-159-1%$585.5K$591.0K+$5.6K2026-10-28
Cornerstone Wealth, LLC
INCREASED12,62212,211+411+3%$559.6K$588.8K+$29.2K2026-10-28
Apollon Wealth Management, LLC
DECREASED12,39912,999-600-5%$593.3K$578.4K-$14.9K2026-10-23
AA Financial Advisors, LLC
INCREASED11,98610,525+1,461+14%$480.4K$559.1K+$78.8K2026-10-19
Archer Investment Corp
INCREASED11,24210,599+643+6%$483.7K$524.4K+$40.7K2026-11-05
Fortune Financial Group, Inc.
INCREASED11,0518,011+3,040+38%$365.6K$515.5K+$149.9K2026-10-22
Buska Wealth Management, LLC
DECREASED10,92216,433-5,511-34%$750.0K$509.5K-$240.5K2026-10-08
James T. Borello RIA
INCREASED10,8079,521+1,286+14%$434.5K$504.1K+$69.6K2026-10-16
Sugar Maple Asset Management, LLC
DECREASED10,66711,233-566-5%$512.7K$497.6K-$15.1K2026-10-13
Jessup Wealth Management, Inc
DECREASED10,51810,530-120%$480.6K$490.7K+$10.1K2026-10-20
Sigma Planning Corp
INCREASED10,32710,282+45+0%$469.3K$481.7K+$12.5K2026-10-23
Cypress Wealth Services, LLC
UNCHANGED10,26610,26600%$468.5K$484.3K+$15.7K2026-10-21
Midwest Financial Group LLC
NEW10,227—+10,227——$477.1K—2026-10-15
BIP Wealth, LLC
INCREASED9,5736,701+2,872+43%$305.8K$446.6K+$140.7K2026-10-22
Sagespring Wealth Partners, LLC
NEW9,402—+9,402——$438.6K—2026-10-22
Liberty Atlantic Advisors LLC
DECREASED9,3749,776-402-4%$446.2K$437.3K-$8.9K2026-10-14
Axxcess Wealth Management, LLC
UNCHANGED9,2449,24400%$421.9K$431.2K+$9.3K2026-10-21
RiverTree Advisors, LLC
DECREASED8,8898,911-220%$406.7K$414.7K+$8.0K2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED8,4078,40700%$383.7K$392.2K+$8.5K2026-11-05
BigSur Wealth Management LLC
INCREASED8,3577,752+605+8%$353.8K$389.9K+$36.1K2026-10-13
John W. Brooker & Co., CPAs
DECREASED7,8108,065-255-3%$368.1K$364.3K-$3.8K2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED7,7948,248-454-5%$376.4K$363.6K-$12.8K2026-10-13
WealthPLAN Partners, LLC
INCREASED7,7737,517+256+3%$343.1K$362.6K+$19.5K2026-10-15
Maltin Wealth Management, Inc.
UNCHANGED7,4577,45700%$340.3K$347.9K+$7.5K2026-10-13
City Holding Co
DECREASED7,3358,835-1,500-17%$403.1K$342.2K-$61.0K2026-10-19
Elmwood Wealth Management, Inc.
UNCHANGED7,3007,30000%$333.2K$340.5K+$7.4K2026-10-14
Brown Wealth Management, LLC
UNCHANGED7,0787,07800%$323.0K$330.2K+$7.1K2026-10-20
Atticus Wealth Management, LLC
DECREASED7,0507,135-85-1%$325.6K$328.9K+$3.2K2026-10-20
Berkshire Money Management, Inc.
NEW6,886—+6,886——$321.2K—2026-10-21
TrustBank
NEW6,860—+6,860——$320.0K—2026-10-20
Wisconsin Wealth Advisors, LLC
UNCHANGED6,5966,59600%$301.0K$307.7K+$6.7K2026-10-08
Curated Wealth Partners LLC
UNCHANGED6,5806,58000%$300.3K$307.0K+$6.6K2026-10-15
Pacific Park Financial, Inc.
INCREASED6,5555,700+855+15%$260.1K$305.8K+$45.6K2026-10-13
Certified Advisory Corp
DECREASED6,5056,905-400-6%$315.1K$303.4K-$11.7K2026-10-29
Bison Wealth, LLC
UNCHANGED6,4006,40000%$292.8K$301.8K+$8.9K2026-10-13
Farther Finance Advisors, LLC
DECREASED6,3107,186-876-12%$328.0K$294.4K-$33.6K2026-10-08
Cardinal Point Capital Management ULC
UNCHANGED6,2956,29500%$287.3K$293.7K+$6.4K2026-10-21
Chicago Partners Investment Group LLC
UNCHANGED6,1866,18600%$283.4K$288.6K+$5.1K2026-10-27
Blue Sky Capital Consultants Group, Inc.
NEW6,091—+6,091——$284.1K—2026-10-13
Valtinson Bruner Financial Planning LLC
UNCHANGED6,0196,01900%$274.7K$280.8K+$6.1K2026-11-02
Evolution Wealth Management Inc.
UNCHANGED5,8745,87400%$268.1K$274.0K+$5.9K2026-10-28
Integrity Alliance, Llc.
DECREASED5,6235,858-235-4%$267.4K$262.3K-$5.0K2026-10-29
Galvin, Gaustad & Stein, LLC
INCREASED5,5755,384+191+4%$245.7K$260.1K+$14.3K2026-10-08
Koshinski Asset Management, Inc.
DECREASED5,5325,832-300-5%$266.2K$258.1K-$8.1K2026-10-29
Michels Family Financial, LLC
NEW5,290—+5,290——$246.8K—2026-11-02
Goldstein Advisors, LLC
NEW5,247—+5,247——$244.8K—2026-10-15
Hohimer Wealth Management, LLC
UNCHANGED5,2315,23100%$238.7K$244.0K+$5.3K2026-11-04
ProCore Advisors, LLC
UNCHANGED5,2005,20000%$237.3K$242.6K+$5.3K2026-10-14
PFG Advisors
DECREASED5,0625,162-100-2%$235.6K$236.1K+$5482026-10-16
Interchange Capital Partners, LLC
UNCHANGED5,0005,00000%$228.2K$233.3K+$5.1K2026-10-28
Kathmere Capital Management, LLC
UNCHANGED5,0005,00000%$228.2K$233.3K+$5.1K2026-10-20
Simplicity Wealth,LLC
NEW4,963—+4,963——$231.5K—2026-10-23
Ashton Thomas Private Wealth, LLC
NEW4,724—+4,724——$220.4K—2026-11-03
Occidental Asset Management, LLC
NEW4,599—+4,599——$214.5K—2026-11-05
Strategic Blueprint, LLC
UNCHANGED4,5314,53100%$206.8K$211.4K+$4.6K2026-10-22
Clear Point Advisors Inc.
NEW4,490—+4,490——$209.5K—2026-10-30
WealthPlan Investment Management, LLC
DECREASED4,4847,272-2,788-38%$331.9K$209.2K-$122.7K2026-10-15
Kachkovsky & Fisher, Inc.
UNCHANGED4,4294,42900%$202.1K$206.6K+$4.5K2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED4,4144,41400%$201.5K$205.9K+$4.5K2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED3,7613,76100%$171.7K$175.5K+$3.8K2026-10-28
Creative Financial Designs Inc
UNCHANGED2,3752,37500%$108.4K$110.8K+$2.4K2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED1,7451,74500%$79.6K$81.4K+$1.8K2026-11-04
Triumph Capital Management
UNCHANGED1,5801,58000%$72.1K$73.7K+$1.6K2026-10-14
Provenance Wealth Advisors, LLC
NEW681—+681——$31.8K—2026-10-30
Assetmark, Inc
UNCHANGED45845800%$20.9K$21.4K+$4632026-10-21
Compass Financial Management LLC
UNCHANGED13813800%$6.4K$6.4K+$32026-10-30
IFS Advisors, LLC
NEW54—+54——$2.5K—2026-10-14
McAlister, Sweet & Associates, Inc.
CLOSED0123,580-123,580-100%$5.6M$0-$5.6M2026-10-07
Vaquero Private Wealth, LTD
CLOSED017,500-17,500-100%$798.7K$0-$798.7K2026-10-27
AdvisorNet Financial, Inc
CLOSED01,685-1,685-100%$76.9K$0-$76.9K2026-10-15
Alliancebernstein L.P.
N/A—3,112,734-3,112,734-100%$133.0M———
Penserra Capital Management LLC
N/A—1,605,965-1,605,965-100%$73.3M———
Osaic Holdings, Inc.
N/A—928,265-928,265-100%$42.4M———
Focus Partners Wealth
N/A—498,072-498,072-100%$22.7M———
Cresset Asset Management, LLC
N/A—439,838-439,838-100%$20.1M———
Blair William & Co
N/A—377,754-377,754-100%$17.2M———
HighTower Advisors, LLC
N/A—336,281-336,281-100%$15.3M———
Cetera Investment Advisers
N/A—285,739-285,739-100%$13.0M———
Raymond James Financial Inc
N/A—282,430-282,430-100%$12.9M———
LPL Financial LLC
N/A—254,548-254,548-100%$11.6M———
SageView Advisory Group, LLC
N/A—233,712-233,712-100%$10.7M———
Envestnet Asset Management Inc
N/A—215,694-215,694-100%$9.8M———
Beacon Pointe Advisors, LLC
N/A—191,998-191,998-100%$8.8M———
Rothschild Wealth LLC
N/A—170,627-170,627-100%$7.8M———
Composition Wealth, LLC
N/A—159,083-159,083-100%$7.3M———
Cerity Partners LLC
N/A—139,971-139,971-100%$6.4M———
Susquehanna International Group, LLP
N/A—108,475-108,475-100%$5.0M———
Mariner, LLC
N/A—103,816-103,816-100%$4.7M———
Bellwether Advisors, LLC
N/A—84,532-84,532-100%$3.9M———
Keating Financial Advisory Services, Inc.
N/A—80,659-80,659-100%$3.7M———
Captrust Financial Advisors
N/A—77,886-77,886-100%$3.6M———
OneDigital Investment Advisors LLC
N/A—74,535-74,535-100%$3.4M———
Janney Montgomery Scott LLC
N/A—73,089-73,089-100%$3.3M———
MML Investors Services, LLC
N/A—70,685-70,685-100%$3.2M———
First Commonwealth Financial Corp
N/A—65,824-65,824-100%$3.0M———
Advisory Alpha, LLC
N/A—63,105-63,105-100%$2.9M———
Cassady Wealth & Retirement Planning, LLC
N/A—62,298-62,298-100%$2.8M———
MAI Capital Management
N/A—58,698-58,698-100%$2.7M———
Yarger Wealth Strategies, LLC
N/A—58,602-58,602-100%$2.7M———
Cofg Advisors, LLC
N/A—51,992-51,992-100%$2.4M———
MTM Financial Group, LLC
N/A—50,714-50,714-100%$2.3M———
Old Mission Capital LLC
N/A—50,280-50,280-100%$2.3M———
Mutual Advisors, LLC
N/A—47,548-47,548-100%$2.2M———
Wealth Alliance, LLC
N/A—45,291-45,291-100%$2.1M———
Tradition Wealth Management, LLC
N/A—38,855-38,855-100%$1.8M———
Advisory Services Network, LLC
N/A—38,057-38,057-100%$1.7M———
HRT Financial LP
N/A—37,745-37,745-100%$1.7M———
Foundations Investment Advisors, LLC
N/A—36,573-36,573-100%$1.7M———
AE Wealth Management LLC
N/A—35,620-35,620-100%$1.6M———
Orion Capital Management LLC
N/A—34,915-34,915-100%$1.6M———
GTS Financial, LLC
N/A—34,471-34,471-100%$1.4M———
Valmark Advisers, Inc.
N/A—33,894-33,894-100%$1.5M———
FSA Advisors, Inc.
N/A—32,525-32,525-100%$1.5M———
Continuum Advisory, LLC
N/A—30,923-30,923-100%$1.4M———
Bcgm Wealth Management, LLC
N/A—29,776-29,776-100%$1.4M———
Jane Street Group, LLC
N/A—29,134-29,134-100%$1.3M———
Mercer Global Advisors Inc
N/A—28,212-28,212-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—24,224-24,224-100%$1.1M———
Harbour Investments, Inc.
N/A—22,798-22,798-100%$1.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—21,463-21,463-100%$979.6K———
Natixis Advisors, LLC
N/A—19,389-19,389-100%$884.0K———
Quantinno Capital Management LP
N/A—17,654-17,654-100%$805.7K———
World Investment Advisors
N/A—16,325-16,325-100%$713.0K———
NewEdge Advisors, LLC
N/A—16,295-16,295-100%$743.7K———
Steward Partners Investment Advisory, LLC
N/A—15,731-15,731-100%$718.0K———
Dakota Wealth Management
N/A—15,606-15,606-100%$712.3K———
Benjamin Edwards Inc
N/A—15,522-15,522-100%$708.4K———
Merit Financial Group, LLC
N/A—14,935-14,935-100%$681.6K———
Principal Securities, Inc.
N/A—12,957-12,957-100%$591.4K———
Citadel Advisors LLC
N/A—12,817-12,817-100%$585.0K———
Summit Wealth Partners, LLC
N/A—12,590-12,590-100%$574.6K———
Kingsview Wealth Management, LLC
N/A—11,468-11,468-100%$523.4K———
Capital Analysts, LLC
N/A—10,954-10,954-100%$500.0K———
Triton Financial Group Inc
N/A—10,735-10,735-100%$489.9K———
Sound View Wealth Advisors Group, LLC
N/A—9,722-9,722-100%$443.7K———
Vantage Point Financial LLC
N/A—9,555-9,555-100%$436.1K———
Nikulski Financial, Inc.
N/A—9,508-9,508-100%$433.9K———
Retirement Income Solutions, Inc
N/A—9,432-9,432-100%$402.9K———
Lakeridge Wealth Management LLC
N/A—8,942-8,942-100%$408.1K———
Arax Advisory Partners
N/A—8,926-8,926-100%$407.4K———
CreativeOne Wealth, LLC
N/A—8,804-8,804-100%$401.8K———
Two Sigma Securities, LLC
N/A—8,342-8,342-100%$380.7K———
IHT Wealth Management, LLC
N/A—8,283-8,283-100%$378.0K———
Compass Advisory Group LLC
N/A—7,690-7,690-100%$351.0K———
Madison Wealth Partners, Inc
N/A—7,578-7,578-100%$345.9K———
AssuredPartners Investment Advisors, LLC
N/A—7,519-7,519-100%$343.2K———
Ameriflex Group, Inc.
N/A—6,879-6,879-100%$314.0K———
Bedel Financial Consulting, Inc.
N/A—6,475-6,475-100%$295.5K———
Morgan Stanley
N/A—6,043-6,043-100%$275.8K———
Belpointe Asset Management LLC
N/A—5,156-5,156-100%$235.3K———
Garden State Investment Advisory Services LLC
N/A—5,050-5,050-100%$230.5K———
Centaurus Financial, Inc.
N/A—4,870-4,870-100%$222.0K———
Forty-three Eighteen Advisors, LLC
N/A—4,528-4,528-100%$206.7K———
Faithward Advisors, LLC
N/A—4,492-4,492-100%$205.0K———
Rockefeller Capital Management L.P.
N/A—4,481-4,481-100%$204.5K———
WealthShield Partners, LLC
N/A—3,850-3,850-100%$175.7K———
JPMorgan Chase & Co
N/A—2,795-2,795-100%$127.3K———
MidFirst Bank
N/A—2,209-2,209-100%$100.8K———
JDM Financial Group LLC
N/A—1,704-1,704-100%$77.8K———
Integrity Financial Corp
N/A—1,286-1,286-100%$58.7K———
Bernard Wealth Management Corp.
N/A—1,080-1,080-100%$49.3K———
Royal Bank of Canada
N/A—550-550-100%$25.0K———
Wells Fargo & Company
N/A—389-389-100%$17.8K———
Northwestern Mutual Wealth Management Co
N/A—386-386-100%$17.6K———
Showing 231 of 231 institutions