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Innovator U.S. Equity Power (PJUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares805,507 from 859,291
Change-53,784 (-6%)
Value$35.4M (-$1.7M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares684,345 from 885,095
Change-200,750 (-23%)
Value$30.1M (-$8.2M)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
DECREASED
Shares313,613 from 313,623
Change-10 (0%)
Value$13.8M (+$237.9K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares206,314 from 209,382
Change-3,068 (-1%)
Value$9.1M (+$24.2K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares193,118 from 186,603
Change+6,515 (+3%)
Value$8.5M (+$428.4K)
Filed 2026-11-02
McAdam, LLC
DECREASED
Shares187,779 from 188,689
Change-910 (0%)
Value$8.3M (+$103.4K)
Filed 2026-10-21
Chris Bulman Inc
DECREASED
Shares175,081 from 180,016
Change-4,935 (-3%)
Value$7.7M (-$80.3K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares149,112 from 156,243
Change-7,131 (-5%)
Value$6.6M (-$194.9K)
Filed 2026-10-30
Weaver Consulting Group
INCREASED
Shares131,945 from 129,631
Change+2,314 (+2%)
Value$5.8M (+$200.3K)
Filed 2026-10-07
Weaver Capital Management LLC
DECREASED
Shares110,673 from 117,127
Change-6,454 (-6%)
Value$4.9M (-$30.5K)
Filed 2026-10-15
ARS Wealth Advisors Group, LLC
DECREASED
Shares109,650 from 110,772
Change-1,122 (-1%)
Value$4.8M (+$34.8K)
Filed 2026-10-16
Southland Equity Partners LLC
DECREASED
Shares85,790 from 88,151
Change-2,361 (-3%)
Value$3.8M (-$36.9K)
Filed 2026-10-14
Clear Point Advisors Inc.
NEW
Shares79,456
Change+79,456
Value$3.5M
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares79,193 from 78,415
Change+778 (+1%)
Value$3.5M (+$93.8K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares77,919 from 36,939
Change+40,980 (+111%)
Value$3.5M (+$1.9M)
Filed 2026-10-13
Sherry Group, Inc.
NEW
Shares73,910
Change+73,910
Value$3.3M
Filed 2026-10-09
Nations Financial Group Inc,
DECREASED
Shares73,762 from 73,902
Change-140 (0%)
Value$3.2M (+$50.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares72,902 from 77,148
Change-4,246 (-5%)
Value$3.2M (-$128.0K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares67,571 from 62,434
Change+5,137 (+8%)
Value$3.0M (+$273.4K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares57,959 from 39,829
Change+18,130 (+46%)
Value$2.5M (+$827.8K)
Filed 2026-10-29
IFS Advisors, LLC
NEW
Shares57,926
Change+57,926
Value$2.5M
Filed 2026-10-14
Berkshire Money Management, Inc.
DECREASED
Shares56,213 from 58,061
Change-1,848 (-3%)
Value$2.5M (-$37.2K)
Filed 2026-10-21
Corrado Advisors, LLC
DECREASED
Shares55,872 from 56,740
Change-868 (-2%)
Value$2.5M (+$4.9K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares50,500 from 50,500
Change0 (0%)
Value$2.2M (+$38.4K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares48,604 from 45,293
Change+3,311 (+7%)
Value$2.1M (+$180.1K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares48,306 from 29,844
Change+18,462 (+62%)
Value$2.1M (+$834.8K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares46,461 from 49,201
Change-2,740 (-6%)
Value$2.0M (-$83.1K)
Filed 2026-10-13
Brown Wealth Management, LLC
DECREASED
Shares45,390 from 45,416
Change-26 (0%)
Value$2.0M (+$33.4K)
Filed 2026-10-20
KFG Wealth Management, LLC
DECREASED
Shares44,114 from 63,148
Change-19,034 (-30%)
Value$1.9M (-$789.3K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares43,949 from 45,472
Change-1,523 (-3%)
Value$1.9M (-$32.4K)
Filed 2026-10-23
Outlook Wealth Advisors, LLC
DECREASED
Shares42,804 from 43,024
Change-220 (-1%)
Value$1.9M (+$23.0K)
Filed 2026-10-28
Castle Rock Wealth Management, LLC
DECREASED
Shares42,483 from 45,648
Change-3,165 (-7%)
Value$1.9M (-$82.0K)
Filed 2026-10-09
HB Wealth Management, LLC
INCREASED
Shares38,805 from 28,005
Change+10,800 (+39%)
Value$1.7M (+$496.4K)
Filed 2026-10-23
Riverchase Wealth Management, LLC
INCREASED
Shares35,059 from 34,031
Change+1,028 (+3%)
Value$1.5M (+$71.1K)
Filed 2026-10-28
CRA Financial Services, LLC
INCREASED
Shares33,395 from 22,870
Change+10,525 (+46%)
Value$1.5M (+$480.4K)
Filed 2026-10-16
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares31,800 from 31,800
Change0 (0%)
Value$1.4M (+$24.2K)
Filed 2026-10-15
BFI Wealth Solutions, LLC
DECREASED
Shares31,532 from 32,916
Change-1,384 (-4%)
Value$1.4M (-$35.9K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares31,250 from 30,450
Change+800 (+3%)
Value$1.4M (+$58.3K)
Filed 2026-10-14
Hardworking Capital Advisors, LLC
DECREASED
Shares28,919 from 29,147
Change-228 (-1%)
Value$1.3M (+$12.1K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
UNCHANGED
Shares28,903 from 28,903
Change0 (0%)
Value$1.3M (+$22.0K)
Filed 2026-11-02
BCS Wealth Management
DECREASED
Shares28,073 from 28,301
Change-228 (-1%)
Value$1.2M (+$11.5K)
Filed 2026-11-03
Global Assets Advisory, LLC
DECREASED
Shares27,951 from 28,890
Change-939 (-3%)
Value$1.2M (-$9.8K)
Filed 2026-10-28
Diversify Advisory Services, LLC
DECREASED
Shares27,774 from 30,049
Change-2,275 (-8%)
Value$1.2M (-$63.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares27,774 from 30,049
Change-2,275 (-8%)
Value$1.2M (-$63.3K)
Filed 2026-10-20
Nikulski Financial, Inc.
DECREASED
Shares27,700 from 28,045
Change-345 (-1%)
Value$1.2M (+$6.1K)
Filed 2026-11-06
Gill Capital Partners, LLC
DECREASED
Shares26,785 from 27,125
Change-340 (-1%)
Value$1.2M (+$5.7K)
Filed 2026-10-13
Blue Water Asset Management
DECREASED
Shares25,671 from 27,097
Change-1,426 (-5%)
Value$1.1M (-$42.1K)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares25,261 from 29,249
Change-3,988 (-14%)
Value$1.1M (-$153.2K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
DECREASED
Shares24,498 from 25,198
Change-700 (-3%)
Value$1.1M (-$6.1K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares23,297 from 24,366
Change-1,069 (-4%)
Value$1.0M (-$28.5K)
Filed 2026-10-22
Bright Futures Wealth Management, Llc.
DECREASED
Shares22,695 from 23,266
Change-571 (-2%)
Value$998.4K (-$7.4K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares21,686 from 20,880
Change+806 (+4%)
Value$953.9K (+$51.3K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares21,093 from 21,305
Change-212 (-1%)
Value$927.9K (+$6.8K)
Filed 2026-10-14
Trek Financial, LLC
INCREASED
Shares21,013 from 20,666
Change+347 (+2%)
Value$924.4K (+$31.0K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
DECREASED
Shares20,664 from 21,099
Change-435 (-2%)
Value$909.0K (-$3.1K)
Filed 2026-10-23
Diligent Investors, LLC
UNCHANGED
Shares20,126 from 20,126
Change0 (0%)
Value$885.3K (+$15.3K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares19,092 from 20,591
Change-1,499 (-7%)
Value$839.9K (-$50.3K)
Filed 2026-10-08
Pacific Park Financial, Inc.
DECREASED
Shares18,977 from 19,635
Change-658 (-3%)
Value$834.8K (-$14.0K)
Filed 2026-10-13
RFG Advisory, LLC
UNCHANGED
Shares18,530 from 18,530
Change0 (0%)
Value$815.1K (+$14.1K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares18,451 from 18,908
Change-457 (-2%)
Value$811.7K (-$5.7K)
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
DECREASED
Shares18,035 from 18,077
Change-42 (0%)
Value$789.2K (+$7.7K)
Filed 2026-11-02
Advisory Advocates, LLC
DECREASED
Shares17,640 from 18,006
Change-366 (-2%)
Value$776.0K (-$2.4K)
Filed 2026-11-05
Fragasso Financial Advisors Inc
DECREASED
Shares16,886 from 16,936
Change-50 (0%)
Value$751.8K (+$19.6K)
Filed 2026-10-13
Cornerstone Wealth, LLC
DECREASED
Shares16,444 from 17,484
Change-1,040 (-6%)
Value$723.4K (-$37.9K)
Filed 2026-10-28
Cypress Wealth Services, LLC
DECREASED
Shares16,149 from 16,602
Change-453 (-3%)
Value$719.0K (+$1.2K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
UNCHANGED
Shares15,212 from 15,212
Change0 (0%)
Value$669.2K (+$11.6K)
Filed 2026-10-22
Atticus Wealth Management, LLC
DECREASED
Shares14,490 from 14,559
Change-69 (0%)
Value$637.4K (+$8.0K)
Filed 2026-10-20
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares13,586 from 12,770
Change+816 (+6%)
Value$597.6K (+$45.6K)
Filed 2026-10-13
Cardinal Point Capital Management ULC
UNCHANGED
Shares12,770 from 12,770
Change0 (0%)
Value$561.8K (+$9.7K)
Filed 2026-10-21
Global Strategic Investment Solutions, LLC
DECREASED
Shares12,081 from 14,895
Change-2,814 (-19%)
Value$531.4K (-$112.5K)
Filed 2026-10-16
Liberty Atlantic Advisors LLC
DECREASED
Shares11,995 from 12,109
Change-114 (-1%)
Value$527.7K (+$4.2K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
INCREASED
Shares11,539 from 11,243
Change+296 (+3%)
Value$507.6K (+$21.6K)
Filed 2026-10-29
Fortune Financial Group, Inc.
DECREASED
Shares11,461 from 11,509
Change-48 (0%)
Value$504.2K (+$6.6K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares11,381 from 13,381
Change-2,000 (-15%)
Value$500.7K (-$77.8K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
UNCHANGED
Shares11,324 from 11,324
Change0 (0%)
Value$498.1K (+$8.6K)
Filed 2026-10-26
Reicon Wealth Advisors, LLC
DECREASED
Shares9,362 from 9,996
Change-634 (-6%)
Value$411.8K (-$20.3K)
Filed 2026-11-04
Beacon Financial Advisory LLC
UNCHANGED
Shares9,300 from 9,300
Change0 (0%)
Value$409.1K (+$7.1K)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED
Shares8,877 from 9,092
Change-215 (-2%)
Value$390.5K (-$2.5K)
Filed 2026-10-08
Crown Wealth Group, LLC
NEW
Shares8,854
Change+8,854
Value$389.5K
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares8,187 from 5,221
Change+2,966 (+57%)
Value$360.1K (+$134.4K)
Filed 2026-10-23
Clay Northam Wealth Management, LLC
UNCHANGED
Shares7,530 from 7,530
Change0 (0%)
Value$331.2K (+$5.7K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
NEW
Shares7,500
Change+7,500
Value$329.9K
Filed 2026-10-13
Jacobi Capital Management LLC
UNCHANGED
Shares7,260 from 7,260
Change0 (0%)
Value$319.4K (+$5.5K)
Filed 2026-11-05
Retirement Planning Group, LLC
UNCHANGED
Shares7,160 from 7,160
Change0 (0%)
Value$315.0K (+$5.4K)
Filed 2026-10-19
TrustBank
INCREASED
Shares7,025 from 6,325
Change+700 (+11%)
Value$309.0K (+$35.6K)
Filed 2026-10-20
Lido Advisors, LLC
NEW
Shares6,458
Change+6,458
Value$284.1K
Filed 2026-11-04
Capital Square, LLC
INCREASED
Shares6,414 from 5,259
Change+1,155 (+22%)
Value$282.2K (+$53.3K)
Filed 2026-10-19
Jessup Wealth Management, Inc
DECREASED
Shares6,339 from 6,504
Change-165 (-3%)
Value$278.9K (-$2.3K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
NEW
Shares6,284
Change+6,284
Value$276.4K
Filed 2026-11-05
Victory Financial Group, LLC
NEW
Shares6,118
Change+6,118
Value$269.1K
Filed 2026-10-27
Firestone Capital Management
UNCHANGED
Shares6,005 from 6,005
Change0 (0%)
Value$264.2K (+$4.6K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares5,739 from 9,382
Change-3,643 (-39%)
Value$252.4K (-$153.1K)
Filed 2026-10-21
Choreo, LLC
NEW
Shares5,719
Change+5,719
Value$251.6K
Filed 2026-10-28
Fort Washington Investment Advisors Inc
UNCHANGED
Shares5,670 from 5,670
Change0 (0%)
Value$249.4K (+$4.3K)
Filed 2026-10-15
Straight Path Wealth Management
UNCHANGED
Shares5,354 from 5,354
Change0 (0%)
Value$235.5K (+$4.1K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares5,329 from 5,929
Change-600 (-10%)
Value$234.4K (-$21.9K)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares5,295 from 5,295
Change0 (0%)
Value$232.9K (+$4.0K)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares5,276 from 5,370
Change-94 (-2%)
Value$232.1K (-$54)
Filed 2026-11-04
WealthPlan Investment Management, LLC
UNCHANGED
Shares5,249 from 5,249
Change0 (0%)
Value$230.9K (+$4.0K)
Filed 2026-10-15
Fiduciary Alliance LLC
DECREASED
Shares5,178 from 5,179
Change-1 (0%)
Value$227.8K (+$3.9K)
Filed 2026-10-13
Money Concepts Capital Corp
DECREASED
Shares5,058 from 5,238
Change-180 (-3%)
Value$222.5K (-$3.9K)
Filed 2026-11-06
Occidental Asset Management, LLC
NEW
Shares4,917
Change+4,917
Value$216.3K
Filed 2026-11-05
Ascent Wealth Partners, LLC
UNCHANGED
Shares4,855 from 4,855
Change0 (0%)
Value$213.6K (+$3.7K)
Filed 2026-10-23
Creative Planning
NEW
Shares4,742
Change+4,742
Value$208.6K
Filed 2026-11-02
Helium Advisors LLC
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$204.6K (+$3.5K)
Filed 2026-10-23
Tounjian Advisory Partners, LLC
DECREASED
Shares4,343 from 4,348
Change-5 (0%)
Value$191.0K (+$3.1K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
INCREASED
Shares2,802 from 1,645
Change+1,157 (+70%)
Value$123.3K (+$52.1K)
Filed 2026-10-28
Barclays PLC
NEW
Shares2,451
Change+2,451
Value$107.8K
Filed 2026-11-06
City Holding Co
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$95.9K (+$1.7K)
Filed 2026-10-19
Chapman Financial Group, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$92.4K (+$1.6K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares1,732 from 574
Change+1,158 (+202%)
Value$76.2K (+$51.4K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares1,153
Change+1,153
Value$50.7K
Filed 2026-10-27
Lanark Financial, Inc.
NEW
Shares1,150
Change+1,150
Value$50.6K
Filed 2026-10-26
Lloyd Advisory Services, Llc.
DECREASED
Shares985 from 1,030
Change-45 (-4%)
Value$43.3K (-$1.2K)
Filed 2026-11-02
Archer Investment Corp
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$10.1K (+$175)
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares200
Change+200
Value$8.8K
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$6.2K (+$107)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.6K (-$6)
Filed 2026-10-30
PFG Advisors
CLOSED
Shares0 from 22,399
Change-22,399 (-100%)
Value$0 (-$968.3K)
Filed 2026-10-16
Three Seasons Wealth, LLC
CLOSED
Shares0 from 4,745
Change-4,745 (-100%)
Value$0 (-$205.1K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$155.6K)
Filed 2026-10-15
Alliancebernstein L.P.
N/A
Shares— from 2,868,175
Change-2,868,175 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,648,164
Change-1,648,164 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,418,700
Change-1,418,700 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 874,793
Change-874,793 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 597,288
Change-597,288 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 448,389
Change-448,389 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 358,570
Change-358,570 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 325,299
Change-325,299 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 309,557
Change-309,557 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 265,533
Change-265,533 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 252,975
Change-252,975 (-100%)
Value—
Blair William & Co
N/A
Shares— from 209,877
Change-209,877 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 196,679
Change-196,679 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 186,800
Change-186,800 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 171,305
Change-171,305 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 162,215
Change-162,215 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 155,191
Change-155,191 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 120,228
Change-120,228 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 109,598
Change-109,598 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 85,262
Change-85,262 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 84,468
Change-84,468 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 79,430
Change-79,430 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 66,493
Change-66,493 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 61,614
Change-61,614 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 60,872
Change-60,872 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 59,228
Change-59,228 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 49,596
Change-49,596 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 49,358
Change-49,358 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 48,114
Change-48,114 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 40,731
Change-40,731 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,747
Change-39,747 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 35,363
Change-35,363 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,051
Change-35,051 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,993
Change-32,993 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,920
Change-31,920 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,672
Change-31,672 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 30,176
Change-30,176 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 30,057
Change-30,057 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,441
Change-28,441 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,394
Change-27,394 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 26,696
Change-26,696 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 26,674
Change-26,674 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 26,406
Change-26,406 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 26,307
Change-26,307 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 24,839
Change-24,839 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 24,149
Change-24,149 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 21,502
Change-21,502 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 20,875
Change-20,875 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 19,726
Change-19,726 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,624
Change-18,624 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 16,729
Change-16,729 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 14,744
Change-14,744 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 14,195
Change-14,195 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 13,585
Change-13,585 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 13,370
Change-13,370 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,158
Change-12,158 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 11,049
Change-11,049 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 10,557
Change-10,557 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,974
Change-8,974 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,588
Change-6,588 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 840
Change-840 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 272
Change-272 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 240
Change-240 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED805,507859,291-53,784-6%$37.1M$35.4M-$1.7M2026-10-22
Commonwealth Equity Services, LLC
DECREASED684,345885,095-200,750-23%$38.3M$30.1M-$8.2M2026-11-02
Lineweaver Wealth Advisors, LLC
DECREASED313,613313,623-100%$13.6M$13.8M+$237.9K2026-10-13
CoreCap Advisors, LLC
DECREASED206,314209,382-3,068-1%$9.1M$9.1M+$24.2K2026-10-08
Kestra Advisory Services, LLC
INCREASED193,118186,603+6,515+3%$8.1M$8.5M+$428.4K2026-11-02
McAdam, LLC
DECREASED187,779188,689-9100%$8.2M$8.3M+$103.4K2026-10-21
Chris Bulman Inc
DECREASED175,081180,016-4,935-3%$7.8M$7.7M-$80.3K2026-10-20
Truist Financial Corp
DECREASED149,112156,243-7,131-5%$6.8M$6.6M-$194.9K2026-10-30
Weaver Consulting Group
INCREASED131,945129,631+2,314+2%$5.6M$5.8M+$200.3K2026-10-07
Weaver Capital Management LLC
DECREASED110,673117,127-6,454-6%$4.9M$4.9M-$30.5K2026-10-15
ARS Wealth Advisors Group, LLC
DECREASED109,650110,772-1,122-1%$4.8M$4.8M+$34.8K2026-10-16
Southland Equity Partners LLC
DECREASED85,79088,151-2,361-3%$3.8M$3.8M-$36.9K2026-10-14
Clear Point Advisors Inc.
NEW79,456—+79,456——$3.5M—2026-10-30
Independent Financial Group, LLC
INCREASED79,19378,415+778+1%$3.4M$3.5M+$93.8K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED77,91936,939+40,980+111%$1.6M$3.5M+$1.9M2026-10-13
Sherry Group, Inc.
NEW73,910—+73,910——$3.3M—2026-10-09
Nations Financial Group Inc,
DECREASED73,76273,902-1400%$3.2M$3.2M+$50.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED72,90277,148-4,246-5%$3.3M$3.2M-$128.0K2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED67,57162,434+5,137+8%$2.7M$3.0M+$273.4K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED57,95939,829+18,130+46%$1.7M$2.5M+$827.8K2026-10-29
IFS Advisors, LLC
NEW57,926—+57,926——$2.5M—2026-10-14
Berkshire Money Management, Inc.
DECREASED56,21358,061-1,848-3%$2.5M$2.5M-$37.2K2026-10-21
Corrado Advisors, LLC
DECREASED55,87256,740-868-2%$2.5M$2.5M+$4.9K2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED50,50050,50000%$2.2M$2.2M+$38.4K2026-10-13
IFP Advisors, Inc
INCREASED48,60445,293+3,311+7%$2.0M$2.1M+$180.1K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED48,30629,844+18,462+62%$1.3M$2.1M+$834.8K2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED46,46149,201-2,740-6%$2.1M$2.0M-$83.1K2026-10-13
Brown Wealth Management, LLC
DECREASED45,39045,416-260%$2.0M$2.0M+$33.4K2026-10-20
KFG Wealth Management, LLC
DECREASED44,11463,148-19,034-30%$2.7M$1.9M-$789.3K2026-10-16
Apollon Wealth Management, LLC
DECREASED43,94945,472-1,523-3%$2.0M$1.9M-$32.4K2026-10-23
Outlook Wealth Advisors, LLC
DECREASED42,80443,024-220-1%$1.9M$1.9M+$23.0K2026-10-28
Castle Rock Wealth Management, LLC
DECREASED42,48345,648-3,165-7%$2.0M$1.9M-$82.0K2026-10-09
HB Wealth Management, LLC
INCREASED38,80528,005+10,800+39%$1.2M$1.7M+$496.4K2026-10-23
Riverchase Wealth Management, LLC
INCREASED35,05934,031+1,028+3%$1.5M$1.5M+$71.1K2026-10-28
CRA Financial Services, LLC
INCREASED33,39522,870+10,525+46%$988.7K$1.5M+$480.4K2026-10-16
Pinnacle Wealth Management Group, Inc.
UNCHANGED31,80031,80000%$1.4M$1.4M+$24.2K2026-10-15
BFI Wealth Solutions, LLC
DECREASED31,53232,916-1,384-4%$1.4M$1.4M-$35.9K2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED31,25030,450+800+3%$1.3M$1.4M+$58.3K2026-10-14
Hardworking Capital Advisors, LLC
DECREASED28,91929,147-228-1%$1.3M$1.3M+$12.1K2026-10-20
Cornerstone Wealth Group, LLC
UNCHANGED28,90328,90300%$1.2M$1.3M+$22.0K2026-11-02
BCS Wealth Management
DECREASED28,07328,301-228-1%$1.2M$1.2M+$11.5K2026-11-03
Global Assets Advisory, LLC
DECREASED27,95128,890-939-3%$1.3M$1.2M-$9.8K2026-10-28
Diversify Advisory Services, LLC
DECREASED27,77430,049-2,275-8%$1.3M$1.2M-$63.3K2026-10-20
Diversify Wealth Management, LLC
DECREASED27,77430,049-2,275-8%$1.3M$1.2M-$63.3K2026-10-20
Nikulski Financial, Inc.
DECREASED27,70028,045-345-1%$1.2M$1.2M+$6.1K2026-11-06
Gill Capital Partners, LLC
DECREASED26,78527,125-340-1%$1.2M$1.2M+$5.7K2026-10-13
Blue Water Asset Management
DECREASED25,67127,097-1,426-5%$1.2M$1.1M-$42.1K2026-11-04
Merit Financial Group, LLC
DECREASED25,26129,249-3,988-14%$1.3M$1.1M-$153.2K2026-11-06
Chicago Partners Investment Group LLC
DECREASED24,49825,198-700-3%$1.1M$1.1M-$6.1K2026-10-27
BIP Wealth, LLC
DECREASED23,29724,366-1,069-4%$1.1M$1.0M-$28.5K2026-10-22
Bright Futures Wealth Management, Llc.
DECREASED22,69523,266-571-2%$1.0M$998.4K-$7.4K2026-10-23
James T. Borello RIA
INCREASED21,68620,880+806+4%$902.6K$953.9K+$51.3K2026-10-16
Focus Financial Network, Inc.
DECREASED21,09321,305-212-1%$921.0K$927.9K+$6.8K2026-10-14
Trek Financial, LLC
INCREASED21,01320,666+347+2%$893.4K$924.4K+$31.0K2026-10-29
Dhjj Financial Advisors, Ltd.
DECREASED20,66421,099-435-2%$912.1K$909.0K-$3.1K2026-10-23
Diligent Investors, LLC
UNCHANGED20,12620,12600%$870.0K$885.3K+$15.3K2026-10-21
Farther Finance Advisors, LLC
DECREASED19,09220,591-1,499-7%$890.1K$839.9K-$50.3K2026-10-08
Pacific Park Financial, Inc.
DECREASED18,97719,635-658-3%$848.8K$834.8K-$14.0K2026-10-13
RFG Advisory, LLC
UNCHANGED18,53018,53000%$801.1K$815.1K+$14.1K2026-11-03
Spire Wealth Management
DECREASED18,45118,908-457-2%$817.4K$811.7K-$5.7K2026-10-30
Quest 10 Wealth Builders, Inc.
DECREASED18,03518,077-420%$781.5K$789.2K+$7.7K2026-11-02
Advisory Advocates, LLC
DECREASED17,64018,006-366-2%$778.4K$776.0K-$2.4K2026-11-05
Fragasso Financial Advisors Inc
DECREASED16,88616,936-500%$732.1K$751.8K+$19.6K2026-10-13
Cornerstone Wealth, LLC
DECREASED16,44417,484-1,040-6%$761.3K$723.4K-$37.9K2026-10-28
Cypress Wealth Services, LLC
DECREASED16,14916,602-453-3%$717.7K$719.0K+$1.2K2026-10-21
Sagespring Wealth Partners, LLC
UNCHANGED15,21215,21200%$657.6K$669.2K+$11.6K2026-10-22
Atticus Wealth Management, LLC
DECREASED14,49014,559-690%$629.4K$637.4K+$8.0K2026-10-20
Blue Sky Capital Consultants Group, Inc.
INCREASED13,58612,770+816+6%$552.0K$597.6K+$45.6K2026-10-13
Cardinal Point Capital Management ULC
UNCHANGED12,77012,77000%$552.0K$561.8K+$9.7K2026-10-21
Global Strategic Investment Solutions, LLC
DECREASED12,08114,895-2,814-19%$643.9K$531.4K-$112.5K2026-10-16
Liberty Atlantic Advisors LLC
DECREASED11,99512,109-114-1%$523.5K$527.7K+$4.2K2026-10-14
Blue Bell Private Wealth Management, LLC
INCREASED11,53911,243+296+3%$486.0K$507.6K+$21.6K2026-10-29
Fortune Financial Group, Inc.
DECREASED11,46111,509-480%$497.5K$504.2K+$6.6K2026-10-22
MGO One Seven LLC
DECREASED11,38113,381-2,000-15%$578.5K$500.7K-$77.8K2026-10-28
Ballast Rock Private Wealth LLC
UNCHANGED11,32411,32400%$489.5K$498.1K+$8.6K2026-10-26
Reicon Wealth Advisors, LLC
DECREASED9,3629,996-634-6%$432.1K$411.8K-$20.3K2026-11-04
Beacon Financial Advisory LLC
UNCHANGED9,3009,30000%$402.0K$409.1K+$7.1K2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED8,8779,092-215-2%$393.0K$390.5K-$2.5K2026-10-08
Crown Wealth Group, LLC
NEW8,854—+8,854——$389.5K—2026-10-19
Simplicity Wealth,LLC
INCREASED8,1875,221+2,966+57%$225.7K$360.1K+$134.4K2026-10-23
Clay Northam Wealth Management, LLC
UNCHANGED7,5307,53000%$325.5K$331.2K+$5.7K2026-10-13
B. Riley Wealth Advisors, Inc.
NEW7,500—+7,500——$329.9K—2026-10-13
Jacobi Capital Management LLC
UNCHANGED7,2607,26000%$313.9K$319.4K+$5.5K2026-11-05
Retirement Planning Group, LLC
UNCHANGED7,1607,16000%$309.5K$315.0K+$5.4K2026-10-19
TrustBank
INCREASED7,0256,325+700+11%$273.4K$309.0K+$35.6K2026-10-20
Lido Advisors, LLC
NEW6,458—+6,458——$284.1K—2026-11-04
Capital Square, LLC
INCREASED6,4145,259+1,155+22%$228.9K$282.2K+$53.3K2026-10-19
Jessup Wealth Management, Inc
DECREASED6,3396,504-165-3%$281.2K$278.9K-$2.3K2026-10-20
J.W. Cole Advisors, Inc.
NEW6,284—+6,284——$276.4K—2026-11-05
Victory Financial Group, LLC
NEW6,118—+6,118——$269.1K—2026-10-27
Firestone Capital Management
UNCHANGED6,0056,00500%$259.6K$264.2K+$4.6K2026-11-03
Axxcess Wealth Management, LLC
DECREASED5,7399,382-3,643-39%$405.6K$252.4K-$153.1K2026-10-21
Choreo, LLC
NEW5,719—+5,719——$251.6K—2026-10-28
Fort Washington Investment Advisors Inc
UNCHANGED5,6705,67000%$245.1K$249.4K+$4.3K2026-10-15
Straight Path Wealth Management
UNCHANGED5,3545,35400%$231.5K$235.5K+$4.1K2026-10-23
Sigma Planning Corp
DECREASED5,3295,929-600-10%$256.3K$234.4K-$21.9K2026-10-23
Creative Financial Designs Inc
UNCHANGED5,2955,29500%$228.9K$232.9K+$4.0K2026-11-04
Visionary Wealth Advisors
DECREASED5,2765,370-94-2%$232.1K$232.1K-$542026-11-04
WealthPlan Investment Management, LLC
UNCHANGED5,2495,24900%$226.9K$230.9K+$4.0K2026-10-15
Fiduciary Alliance LLC
DECREASED5,1785,179-10%$223.9K$227.8K+$3.9K2026-10-13
Money Concepts Capital Corp
DECREASED5,0585,238-180-3%$226.4K$222.5K-$3.9K2026-11-06
Occidental Asset Management, LLC
NEW4,917—+4,917——$216.3K—2026-11-05
Ascent Wealth Partners, LLC
UNCHANGED4,8554,85500%$209.9K$213.6K+$3.7K2026-10-23
Creative Planning
NEW4,742—+4,742——$208.6K—2026-11-02
Helium Advisors LLC
UNCHANGED4,6504,65000%$201.0K$204.6K+$3.5K2026-10-23
Tounjian Advisory Partners, LLC
DECREASED4,3434,348-50%$188.0K$191.0K+$3.1K2026-11-04
Financial Network Wealth Advisors LLC
INCREASED2,8021,645+1,157+70%$71.1K$123.3K+$52.1K2026-10-28
Barclays PLC
NEW2,451—+2,451——$107.8K—2026-11-06
City Holding Co
UNCHANGED2,1802,18000%$94.2K$95.9K+$1.7K2026-10-19
Chapman Financial Group, LLC
UNCHANGED2,1002,10000%$90.8K$92.4K+$1.6K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED1,732574+1,158+202%$24.8K$76.2K+$51.4K2026-10-30
Balance Wealth Partners LLC
NEW1,153—+1,153——$50.7K—2026-10-27
Lanark Financial, Inc.
NEW1,150—+1,150——$50.6K—2026-10-26
Lloyd Advisory Services, Llc.
DECREASED9851,030-45-4%$44.5K$43.3K-$1.2K2026-11-02
Archer Investment Corp
UNCHANGED23023000%$9.9K$10.1K+$1752026-11-05
PNC Financial Services Group, Inc.
NEW200—+200——$8.8K—2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED14014000%$6.1K$6.2K+$1072026-11-04
Compass Financial Management LLC
UNCHANGED585800%$2.6K$2.6K-$62026-10-30
PFG Advisors
CLOSED022,399-22,399-100%$968.3K$0-$968.3K2026-10-16
Three Seasons Wealth, LLC
CLOSED04,745-4,745-100%$205.1K$0-$205.1K2026-11-03
AdvisorNet Financial, Inc
CLOSED03,600-3,600-100%$155.6K$0-$155.6K2026-10-15
Alliancebernstein L.P.
N/A—2,868,175-2,868,175-100%$120.0M———
Penserra Capital Management LLC
N/A—1,648,164-1,648,164-100%$71.3M———
Steward Partners Investment Advisory, LLC
N/A—1,418,700-1,418,700-100%$61.3M———
Osaic Holdings, Inc.
N/A—874,793-874,793-100%$37.8M———
Focus Partners Wealth
N/A—597,288-597,288-100%$25.8M———
HighTower Advisors, LLC
N/A—448,389-448,389-100%$19.4M———
Raymond James Financial Inc
N/A—358,570-358,570-100%$15.5M———
Cetera Investment Advisers
N/A—325,299-325,299-100%$14.1M———
Advisory Alpha, LLC
N/A—309,557-309,557-100%$13.4M———
Envestnet Asset Management Inc
N/A—265,533-265,533-100%$11.5M———
LPL Financial LLC
N/A—252,975-252,975-100%$10.9M———
Blair William & Co
N/A—209,877-209,877-100%$9.1M———
MAI Capital Management
N/A—196,679-196,679-100%$8.5M———
Beacon Pointe Advisors, LLC
N/A—186,800-186,800-100%$8.1M———
Bellwether Advisors, LLC
N/A—171,305-171,305-100%$7.4M———
Cassady Wealth & Retirement Planning, LLC
N/A—162,215-162,215-100%$7.0M———
Dakota Wealth Management
N/A—155,191-155,191-100%$6.7M———
MML Investors Services, LLC
N/A—120,228-120,228-100%$5.2M———
MTM Financial Group, LLC
N/A—109,598-109,598-100%$4.7M———
Keating Financial Advisory Services, Inc.
N/A—85,262-85,262-100%$3.7M———
OneDigital Investment Advisors LLC
N/A—84,468-84,468-100%$3.7M———
Syon Capital LLC
N/A—79,430-79,430-100%$3.4M———
Cresset Asset Management, LLC
N/A—66,493-66,493-100%$2.9M———
Harbour Investments, Inc.
N/A—61,614-61,614-100%$2.7M———
Yarger Wealth Strategies, LLC
N/A—60,872-60,872-100%$2.6M———
Wealth Alliance, LLC
N/A—59,228-59,228-100%$2.6M———
Ethos Financial Group, LLC
N/A—49,596-49,596-100%$2.1M———
First Commonwealth Financial Corp
N/A—49,358-49,358-100%$2.1M———
CreativeOne Wealth, LLC
N/A—48,114-48,114-100%$2.1M———
Cofg Advisors, LLC
N/A—40,731-40,731-100%$1.8M———
Captrust Financial Advisors
N/A—39,747-39,747-100%$1.7M———
AE Wealth Management LLC
N/A—35,363-35,363-100%$1.5M———
Janney Montgomery Scott LLC
N/A—35,051-35,051-100%$1.5M———
Arkadios Wealth Advisors
N/A—32,993-32,993-100%$1.4M———
World Investment Advisors
N/A—31,920-31,920-100%$1.3M———
Susquehanna International Group, LLP
N/A—31,672-31,672-100%$1.4M———
WPWealth LLP
N/A—30,176-30,176-100%$1.3M———
Pathstone Holdings, LLC
N/A—30,057-30,057-100%$1.3M———
NewEdge Advisors, LLC
N/A—28,441-28,441-100%$1.2M———
Arax Advisory Partners
N/A—27,394-27,394-100%$1.2M———
Cerity Partners LLC
N/A—26,696-26,696-100%$1.2M———
Phoenix Financial Ltd.
N/A—26,674-26,674-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—26,406-26,406-100%$1.1M———
Foundations Investment Advisors, LLC
N/A—26,307-26,307-100%$1.1M———
Benjamin Edwards Inc
N/A—24,839-24,839-100%$1.1M———
Advisory Services Network, LLC
N/A—24,149-24,149-100%$1.0M———
Tradition Wealth Management, LLC
N/A—21,502-21,502-100%$929.5K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—20,875-20,875-100%$902.4K———
Atlantic Private Wealth, LLC
N/A—19,726-19,726-100%$852.8K———
Old Mission Capital LLC
N/A—18,624-18,624-100%$805.1K———
Valmark Advisers, Inc.
N/A—16,729-16,729-100%$723.2K———
FSA Advisors, Inc.
N/A—14,744-14,744-100%$637.4K———
Ponta Wealth Partners, LLC
N/A—14,195-14,195-100%$613.7K———
Garden State Investment Advisory Services LLC
N/A—13,585-13,585-100%$587.3K———
Orion Capital Management LLC
N/A—13,370-13,370-100%$578.0K———
Belpointe Asset Management LLC
N/A—12,396-12,396-100%$535.9K———
Global Retirement Partners, LLC
N/A—12,158-12,158-100%$525.6K———
Jane Street Group, LLC
N/A—11,100-11,100-100%$479.9K———
Insigneo Advisory Services, LLC
N/A—11,049-11,049-100%$477.6K———
Beck Capital Management, LLC
N/A—10,557-10,557-100%$456.4K———
Bcgm Wealth Management, LLC
N/A—9,979-9,979-100%$431.4K———
Odyssey Group, LLC
N/A—9,000-9,000-100%$389.1K———
Sequoia Financial Advisors, LLC
N/A—8,974-8,974-100%$387.9K———
Ameriflex Group, Inc.
N/A—8,955-8,955-100%$387.1K———
Quantinno Capital Management LP
N/A—8,905-8,905-100%$385.0K———
AssuredPartners Investment Advisors, LLC
N/A—8,640-8,640-100%$373.5K———
Summit Financial, LLC
N/A—8,370-8,370-100%$361.8K———
Capital Analysts, LLC
N/A—8,288-8,288-100%$345.0K———
Faithward Advisors, LLC
N/A—7,764-7,764-100%$335.6K———
Stratos Wealth Advisors, LLC
N/A—6,588-6,588-100%$284.8K———
Talon Private Wealth, LLC
N/A—6,360-6,360-100%$274.9K———
Principal Securities, Inc.
N/A—6,350-6,350-100%$274.5K———
Lakeridge Wealth Management LLC
N/A—6,246-6,246-100%$270.0K———
Mutual Advisors, LLC
N/A—5,344-5,344-100%$231.0K———
Bank of America Corp
N/A—5,200-5,200-100%$224.8K———
SEI Investments Co
N/A—5,175-5,175-100%$223.7K———
Signet Private Wealth LLC
N/A—5,098-5,098-100%$220.4K———
Rothschild Wealth LLC
N/A—4,936-4,936-100%$213.4K———
Continuum Advisory, LLC
N/A—4,638-4,638-100%$200.5K———
Integrity Financial Corp
N/A—3,655-3,655-100%$158.0K———
Rockefeller Capital Management L.P.
N/A—3,450-3,450-100%$149.1K———
PlanVest Financial, Inc
N/A—2,583-2,583-100%$111.7K———
Fiduciary Financial Advisors
N/A—1,940-1,940-100%$83.9K———
Bank of Montreal
N/A—1,738-1,738-100%$75.1K———
WealthShield Partners, LLC
N/A—1,432-1,432-100%$61.9K———
RED Reef Advisors LLC
N/A—1,151-1,151-100%$49.8K———
Bernard Wealth Management Corp.
N/A—840-840-100%$36.3K———
O'shaughnessy Asset Management, LLC
N/A—397-397-100%$17.2K———
Brown Brothers Harriman & Co
N/A—272-272-100%$11.8K———
Northwestern Mutual Wealth Management Co
N/A—240-240-100%$10.4K———
Showing 211 of 211 institutions