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Innovator U.S. Equity Power (POCT)

CUSIP: 45782C797 | NYSE | 461 institutional holders

Quarters

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

Kestra Advisory Services, LLC409,410
0.1% of portfolio›$19.6M
Commonwealth Equity Services, LLC335,293
0.0% of portfolio›$16.1M
CoreCap Advisors, LLC245,061
0.3% of portfolio›$11.7M
AA Financial Advisors, LLC203,163
1.2% of portfolio›$9.7M
Triad Wealth Partners, LLC188,366
0.5% of portfolio›$9.0M
Cornerstone Wealth, LLC180,765
4.1% of portfolio›$8.7M
Brookstone Capital Management172,443
0.1% of portfolio›$8.3M
Wealth Enhancement Advisory Services, LLC172,187
0.0% of portfolio›$7.5M
Forvis Mazars Wealth Advisors, LLC136,444
0.1% of portfolio›$6.5M
Certified Advisory Corp122,566
0.5% of portfolio›$5.9M
Signal Advisors Wealth, LLC116,556
0.2% of portfolio›$5.6M
Trek Financial, LLC110,439
0.2% of portfolio›$5.3M
Truist Financial Corp106,832
0.0% of portfolio›$5.1M
Cambridge Investment Research Advisors, Inc.104,905
0.0% of portfolio›$5.0M
Founders Financial Securities LLC98,826
0.2% of portfolio›$4.7M
Southland Equity Partners LLC84,922
0.7% of portfolio›$4.1M
Fifth Third Wealth Advisors LLC77,341
0.1% of portfolio›$3.7M
CRA Financial Services, LLC71,650
0.4% of portfolio›$3.4M
Corrado Advisors, LLC68,417
1.6% of portfolio›$3.3M
KFG Wealth Management, LLC66,363
0.3% of portfolio›$3.2M
Blue Bell Private Wealth Management, LLC64,380
0.4% of portfolio›$3.1M
BFI Wealth Solutions, LLC60,188
2.0% of portfolio›$2.9M
Fortune Financial Group, Inc.59,619
2.5% of portfolio›$2.9M
James T. Borello RIA57,933
0.6% of portfolio›$2.8M
Diligent Investors, LLC57,601
0.6% of portfolio›$2.8M
Chris Bulman Inc57,562
1.0% of portfolio›$2.8M
Hofer & Associates. Inc56,864
1.9% of portfolio›$2.7M
RED Crane Wealth Management, LLC56,864
1.9% of portfolio›$2.7M
Three Seasons Wealth, LLC56,500
0.2% of portfolio›$2.7M
IFP Advisors, Inc55,132
0.0% of portfolio›$2.6M
Global Strategic Investment Solutions, LLC53,410
0.2% of portfolio›$2.6M
Encompass More Asset Management49,296
0.3% of portfolio›$2.4M
RFG Advisory, LLC41,523
0.0% of portfolio›$2.0M
Atria Investments, Inc41,227
0.0% of portfolio›$2.0M
Cape Investment Advisory, Inc.38,650
0.5% of portfolio›$1.9M
Gill Capital Partners, LLC37,696
0.5% of portfolio›$1.8M
ARS Wealth Advisors Group, LLC36,665
0.1% of portfolio›$1.8M
BCS Wealth Management34,783
0.3% of portfolio›$1.7M
Patriot Financial Group Insurance Agency, LLC34,145
0.2% of portfolio›$1.6M
Beacon Financial Advisory LLC33,911
0.3% of portfolio›$1.6M
Farther Finance Advisors, LLC31,824
0.0% of portfolio›$1.5M
FAI Advisors, Inc.29,274
0.5% of portfolio›$1.4M
Simplicity Wealth,LLC28,055
0.0% of portfolio›$1.3M
Signaturefd, LLC27,949
0.0% of portfolio›$1.3M
WealthPLAN Partners, LLC27,416
0.2% of portfolio›$1.3M
Independent Financial Group, LLC27,235
0.0% of portfolio›$1.3M
Castle Rock Wealth Management, LLC26,860
0.2% of portfolio›$1.3M
Concurrent Investment Advisors, LLC25,076
0.0% of portfolio›$1.2M
WealthPlan Investment Management, LLC24,274
0.1% of portfolio›$1.2M
Cornerstone Wealth Group, LLC23,626
0.1% of portfolio›$1.1M
Strategic Blueprint, LLC20,687
0.0% of portfolio›$990.7K
Sugar Maple Asset Management, LLC20,424
0.6% of portfolio›$978.1K
Pinnacle Wealth Management Group, Inc.19,375
0.4% of portfolio›$927.9K
Bullseye Investment Management, LLC19,337
0.5% of portfolio›$926.0K
PTM Wealth Management, LLC19,292
0.4% of portfolio›$935.3K
Focus Financial Network, Inc.19,062
0.0% of portfolio›$912.9K
Creative Planning18,904
0.0% of portfolio›$905.3K
Weaver Consulting Group18,736
0.2% of portfolio›$897.3K
Ascent Wealth Partners, LLC18,486
0.1% of portfolio›$885.3K
Liberty Atlantic Advisors LLC17,828
0.5% of portfolio›$853.8K
City Center Advisors, LLC17,735
0.6% of portfolio›$849.3K
Axxcess Wealth Management, LLC16,912
0.0% of portfolio›$809.9K
Fragasso Financial Advisors Inc16,716
0.0% of portfolio›$810.1K
NorthCrest Asset Manangement, LLC16,271
0.0% of portfolio›$786.1K
Pacific Park Financial, Inc.14,383
0.4% of portfolio›$688.8K
Valtinson Bruner Financial Planning LLC14,229
0.2% of portfolio›$681.4K
City Holding Co13,851
0.1% of portfolio›$663.2K
McAdam, LLC13,766
0.0% of portfolio›$659.3K
Triumph Capital Management13,022
0.1% of portfolio›$623.6K
Clay Northam Wealth Management, LLC13,020
0.3% of portfolio›$623.5K
Integrity Advisory Solutions, LLC12,853
0.1% of portfolio›$615.6K
Elmwood Wealth Management, Inc.12,605
0.1% of portfolio›$603.7K
Central Valley Advisors, LLC12,476
0.2% of portfolio›$597.5K
Blue Sky Capital Consultants Group, Inc.12,073
0.2% of portfolio›$578.2K
Fort Washington Investment Advisors Inc11,850
0.0% of portfolio›$567.5K
MMA Asset Management LLC11,744
0.2% of portfolio›$562.4K
Goldstein Advisors, LLC11,527
0.0% of portfolio›$552.0K
Outlook Wealth Advisors, LLC11,279
0.1% of portfolio›$540.2K
Advisor OS, LLC11,147
0.0% of portfolio›$533.8K
Lineweaver Wealth Advisors, LLC10,981
0.1% of portfolio›$525.9K
MBL Wealth, LLC10,974
0.0% of portfolio›$525.5K
AdvisorNet Financial, Inc10,917
0.0% of portfolio›$525.8K
Quest 10 Wealth Builders, Inc.10,814
0.4% of portfolio›$517.9K
Tounjian Advisory Partners, LLC10,768
0.2% of portfolio›$515.7K
Lido Advisors, LLC10,216
0.0% of portfolio›$489.2K
Galvin, Gaustad & Stein, LLC10,116
0.0% of portfolio›$484.5K
Old Port Advisors10,090
0.1% of portfolio›$483.2K
Long Island Wealth Management, Inc.9,475
0.2% of portfolio›$453.8K
Weaver Capital Management LLC9,456
0.1% of portfolio›$452.8K
Straight Path Wealth Management9,204
0.1% of portfolio›$440.8K
Helium Advisors LLC9,135
0.4% of portfolio›$437.5K
Retirement Planning Group, LLC9,010
0.0% of portfolio›$431.5K
Journey Retirement Planning & Investment Management LLC8,961
0.3% of portfolio›$429.1K
Ashton Thomas Private Wealth, LLC8,767
0.0% of portfolio›$419.9K
Riverchase Wealth Management, LLC8,675
0.2% of portfolio›$415.4K
Certuity, LLC8,530
0.0% of portfolio›$408.5K
Atticus Wealth Management, LLC8,461
0.1% of portfolio›$405.2K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors8,419
0.0% of portfolio›$403.2K
Atala Financial Inc8,409
0.2% of portfolio›$402.7K
BIP Wealth, LLC8,396
0.0% of portfolio›$402.1K
Blue Water Asset Management8,356
0.1% of portfolio›$400.2K
Capital Square, LLC7,990
0.2% of portfolio›$382.6K
XML Financial, LLC7,989
0.0% of portfolio›$382.6K
Vestment Financial LLC7,486
0.2% of portfolio›$358.1K
Dhjj Financial Advisors, Ltd.6,919
0.1% of portfolio›$331.4K
Koshinski Asset Management, Inc.6,839
0.0% of portfolio›$327.5K
Financial Network Wealth Advisors LLC6,793
0.3% of portfolio›$325.3K
Crown Wealth Group, LLC6,708
0.1% of portfolio›$321.2K
Compass Ion Advisors, LLC6,508
0.0% of portfolio›$311.7K
First Heartland Consultants, Inc.5,944
0.0% of portfolio›$284.7K
Global Assets Advisory, LLC5,910
0.1% of portfolio›$285.5K
Apollon Wealth Management, LLC5,902
0.0% of portfolio›$282.6K
Jessup Wealth Management, Inc5,801
0.1% of portfolio›$277.8K
Keystone Wealth Services, LLC5,747
0.0% of portfolio›$274.8K
Todd Wealth Management, LLC5,741
0.2% of portfolio›$274.9K
Seros Financial, LLC5,535
0.1% of portfolio›$265.1K
Cypress Wealth Services, LLC5,525
0.0% of portfolio›$267.9K
Silverlake Wealth Management LLC5,524
0.0% of portfolio›$264.5K
Dynamic Advisor Solutions LLC5,413
0.0% of portfolio›$259.2K
Integral Investment Advisors, Inc.5,135
0.1% of portfolio›$245.9K
Midwest Financial Network, LLC5,060
0.2% of portfolio›$242.3K
Gateway Investment Advisers LLC4,899
0.0% of portfolio›$234.6K
Choreo, LLC4,891
0.0% of portfolio›$234.2K
Berkshire Money Management, Inc.4,846
0.0% of portfolio›$232.1K
Michels Family Financial, LLC4,625
0.1% of portfolio›$221.5K
Lotus Asset Management LLC4,618
0.2% of portfolio›$221.1K
Sigma Planning Corp4,585
0.0% of portfolio›$219.6K
Spire Wealth Management4,190
0.0% of portfolio›$200.7K
Assetmark, Inc3,055
0.0% of portfolio›$146.3K
Grove Bank & Trust2,843
0.0% of portfolio›$136.2K
EverSource Wealth Advisors, LLC2,592
0.0% of portfolio›$124.1K
Wagner Wealth Management, LLC2,000
0.0% of portfolio›$95.8K
Noble Wealth Management PBC1,250
0.0% of portfolio›$59.9K
Community Financial Services Group, LLC846
0.0% of portfolio›$40.6K
Blue Trust, Inc.761
0.0% of portfolio›$36.4K
Creative Financial Designs Inc629
0.0% of portfolio›$30.1K
Elevated Capital Advisors, LLC171
0.0% of portfolio›$8.2K
Bullock Wealth Management Group164
0.0% of portfolio›$7.9K
Compass Financial Management LLC83
0.0% of portfolio›$4.0K
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
409,410$19.6M0.1%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
335,293$16.1M0.0%ETFLowWaltham, MA2026-11-02
CoreCap Advisors, LLC
245,061$11.7M0.3%ETFMediumSouthfield, MI2026-10-08
AA Financial Advisors, LLC
203,163$9.7M1.2%ETFMediumColumbus, OH2026-10-19
Triad Wealth Partners, LLC
188,366$9.0M0.5%ETFMediumLawrence, KS2026-10-26
Cornerstone Wealth, LLC
180,765$8.7M4.1%ETFMediumGreeneville, TN2026-10-28
Brookstone Capital Management
172,443$8.3M0.1%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
172,187$7.5M0.0%CoreLowPlymouth, MN2026-10-13
Forvis Mazars Wealth Advisors, LLC
136,444$6.5M0.1%ETFVery LowSpringfield, MO2026-10-13
Certified Advisory Corp
122,566$5.9M0.5%ETFLowAltamonte Springs, FL2026-10-29
Signal Advisors Wealth, LLC
116,556$5.6M0.2%ETFLowDetroit, MI2026-10-13
Trek Financial, LLC
110,439$5.3M0.2%ETFHighScottsdale, AZ2026-10-29
Truist Financial Corp
106,832$5.1M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
104,905$5.0M0.0%ETFLowFairfield, IA2026-11-02
Founders Financial Securities LLC
98,826$4.7M0.2%ETFMediumTowson, MD2026-10-28
Southland Equity Partners LLC
84,922$4.1M0.7%ETFLowWildwood, MO2026-10-14
Fifth Third Wealth Advisors LLC
77,341$3.7M0.1%IndexVery LowCincinnati, OH2026-10-22
CRA Financial Services, LLC
71,650$3.4M0.4%ETFVery LowNorthfield, NJ2026-10-16
Corrado Advisors, LLC
68,417$3.3M1.6%CoreMediumRamsey, NJ2026-10-27
KFG Wealth Management, LLC
66,363$3.2M0.3%ETFMediumGranger, IN2026-10-16
Blue Bell Private Wealth Management, LLC
64,380$3.1M0.4%YieldVery LowBlue Bell, PA2026-10-29
BFI Wealth Solutions, LLC
60,188$2.9M2.0%ETFLowDallas, TX2026-10-16
Fortune Financial Group, Inc.
59,619$2.9M2.5%ETFHighNaples, FL2026-10-22
James T. Borello RIA
57,933$2.8M0.6%ETFVery LowEast Dundee, IL2026-10-16
Diligent Investors, LLC
57,601$2.8M0.6%CoreLowRedlands, CA2026-10-21
Chris Bulman Inc
57,562$2.8M1.0%ETFLowRoseville, CA2026-10-20
Hofer & Associates. Inc
56,864$2.7M1.9%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
56,864$2.7M1.9%ETFLowSan Francisco, CA2026-10-14
Three Seasons Wealth, LLC
56,500$2.7M0.2%GrowthMediumSalt Lake City, UT2026-11-03
IFP Advisors, Inc
55,132$2.6M0.0%GrowthLowTampa, FL2026-10-16
Global Strategic Investment Solutions, LLC
53,410$2.6M0.2%ETFLowScottsdale, AZ2026-10-16
Encompass More Asset Management
49,296$2.4M0.3%ETFHighDanville, CA2026-10-16
RFG Advisory, LLC
41,523$2.0M0.0%ETFMediumBirmingham, AL2026-11-03
Atria Investments, Inc
41,227$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Cape Investment Advisory, Inc.
38,650$1.9M0.5%ETFLowMcdonough, GA2026-10-13
Gill Capital Partners, LLC
37,696$1.8M0.5%ETFLowDenver, CO2026-10-13
ARS Wealth Advisors Group, LLC
36,665$1.8M0.1%CoreLowSt. Petersburg, FL2026-10-16
BCS Wealth Management
34,783$1.7M0.3%ETFVery LowJohnson City, TN2026-11-03
Patriot Financial Group Insurance Agency, LLC
34,145$1.6M0.2%GrowthLowWalpole, MA2026-10-14
Beacon Financial Advisory LLC
33,911$1.6M0.3%ETFLowCleveland, OH2026-10-16
Farther Finance Advisors, LLC
31,824$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
FAI Advisors, Inc.
29,274$1.4M0.5%GrowthLowFarmington Hills, MI2026-10-27
Simplicity Wealth,LLC
28,055$1.3M0.0%ETFLowSummit, NJ2026-10-23
Signaturefd, LLC
27,949$1.3M0.0%IndexLowAtlanta, GA2026-10-23
WealthPLAN Partners, LLC
27,416$1.3M0.2%CoreMediumOmaha, NE2026-10-15
Independent Financial Group, LLC
27,235$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Castle Rock Wealth Management, LLC
26,860$1.3M0.2%GrowthMediumWalnut Creek, CA2026-10-09
Concurrent Investment Advisors, LLC
25,076$1.2M0.0%GrowthMediumTampa, FL2026-10-16
WealthPlan Investment Management, LLC
24,274$1.2M0.1%GrowthMediumOmaha, NE2026-10-15
Cornerstone Wealth Group, LLC
23,626$1.1M0.1%CoreMediumHuntersville, NC2026-11-02
Strategic Blueprint, LLC
20,687$990.7K0.0%ETFLowAtlanta, GA2026-10-22
Sugar Maple Asset Management, LLC
20,424$978.1K0.6%ETFMediumSister Bay, WI2026-10-13
Pinnacle Wealth Management Group, Inc.
19,375$927.9K0.4%ETFMediumPlymouth, MI2026-10-15
Bullseye Investment Management, LLC
19,337$926.0K0.5%ETFVery HighCincinnati, OH2026-10-29
PTM Wealth Management, LLC
19,292$935.3K0.4%ETFLowNorth Wales, PA2026-10-23
Focus Financial Network, Inc.
19,062$912.9K0.0%ETFLowMinneapolis, MN2026-10-14
Creative Planning
18,904$905.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Weaver Consulting Group
18,736$897.3K0.2%ETFLowHuntington Beach, CA2026-10-07
Ascent Wealth Partners, LLC
18,486$885.3K0.1%GrowthLowNew Hartford, NY2026-10-23
Liberty Atlantic Advisors LLC
17,828$853.8K0.5%ETFLowOlympia, WA2026-10-14
City Center Advisors, LLC
17,735$849.3K0.6%ETFMediumTroy, MI2026-10-08
Axxcess Wealth Management, LLC
16,912$809.9K0.0%CoreLowCarlsbad, CA2026-10-21
Fragasso Financial Advisors Inc
16,716$810.1K0.0%ETFLowSewickley, PA2026-10-13
NorthCrest Asset Manangement, LLC
16,271$786.1K0.0%GrowthLowPlymouth, MN2026-10-13
Pacific Park Financial, Inc.
14,383$688.8K0.4%ETFMediumLagina Hills, CA2026-10-13
Valtinson Bruner Financial Planning LLC
14,229$681.4K0.2%ETFLowNew Brighton, MN2026-11-02
City Holding Co
13,851$663.2K0.1%CoreLowCharleston, WV2026-10-19
McAdam, LLC
13,766$659.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Triumph Capital Management
13,022$623.6K0.1%ETFMediumDenver, CO2026-10-14
Clay Northam Wealth Management, LLC
13,020$623.5K0.3%GrowthVery LowHuntington Beach, CA2026-10-13
Integrity Advisory Solutions, LLC
12,853$615.6K0.1%ETFMediumDallas, TX2026-10-29
Elmwood Wealth Management, Inc.
12,605$603.7K0.1%ETFLowBerkeley, CA2026-10-14
Central Valley Advisors, LLC
12,476$597.5K0.2%CoreLowSacramento, CA2026-10-27
Blue Sky Capital Consultants Group, Inc.
12,073$578.2K0.2%GrowthMediumPoway, CA2026-10-13
Fort Washington Investment Advisors Inc
11,850$567.5K0.0%CoreLowCincinnati, OH2026-10-15
MMA Asset Management LLC
11,744$562.4K0.2%ETFMediumNew York, NY2026-11-02
Goldstein Advisors, LLC
11,527$552.0K0.0%ETFMediumMadison, WI2026-10-15
Outlook Wealth Advisors, LLC
11,279$540.2K0.1%ETFMediumShenandoah, TX2026-10-28
Advisor OS, LLC
11,147$533.8K0.0%ETFMediumChicago, IL2026-11-03
Lineweaver Wealth Advisors, LLC
10,981$525.9K0.1%ETFLowValley View, OH2026-10-13
MBL Wealth, LLC
10,974$525.5K0.0%ETFLowCharlotte, NC2026-10-22
AdvisorNet Financial, Inc
10,917$525.8K0.0%ETFLowMinnetonka, MN2026-10-15
Quest 10 Wealth Builders, Inc.
10,814$517.9K0.4%ETFLowFuquay-Varina, VA2026-11-02
Tounjian Advisory Partners, LLC
10,768$515.7K0.2%GrowthHighFort Myers, FL2026-11-04
Lido Advisors, LLC
10,216$489.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Galvin, Gaustad & Stein, LLC
10,116$484.5K0.0%CoreMediumScottsdale, AZ2026-10-08
Old Port Advisors
10,090$483.2K0.1%GARPLowPortland, ME2026-10-23
Long Island Wealth Management, Inc.
9,475$453.8K0.2%ETFLowMelville, NY2026-10-20
Weaver Capital Management LLC
9,456$452.8K0.1%GrowthMediumSuwanee, GA2026-10-15
Straight Path Wealth Management
9,204$440.8K0.1%ETFLowJenison, MI2026-10-23
Helium Advisors LLC
9,135$437.5K0.4%ETFLowVancouver, WA2026-10-23
Retirement Planning Group, LLC
9,010$431.5K0.0%ETFVery LowLeawood, KS2026-10-19
Journey Retirement Planning & Investment Management LLC
8,961$429.1K0.3%CoreLowAmmon, ID2026-10-09
Ashton Thomas Private Wealth, LLC
8,767$419.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Riverchase Wealth Management, LLC
8,675$415.4K0.2%ETFMediumFlower Mound, TX2026-10-28
Certuity, LLC
8,530$408.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Atticus Wealth Management, LLC
8,461$405.2K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
8,419$403.2K0.0%ETFMediumWestlake, OH2026-10-14
Atala Financial Inc
8,409$402.7K0.2%CoreLowCalabasas, CA2026-10-22
BIP Wealth, LLC
8,396$402.1K0.0%ETFMediumAtlanta, GA2026-10-22
Blue Water Asset Management
8,356$400.2K0.1%ETFLowGrand Rapids, MI2026-11-04
Capital Square, LLC
7,990$382.6K0.2%YieldMediumAthens, TN2026-10-19
XML Financial, LLC
7,989$382.6K0.0%ETFLowBethesda, MD2026-10-29
Vestment Financial LLC
7,486$358.1K0.2%ETFVery LowChanhassen, MN2026-10-13
Dhjj Financial Advisors, Ltd.
6,919$331.4K0.1%ETFVery LowNaperville, IL2026-10-23
Koshinski Asset Management, Inc.
6,839$327.5K0.0%ETFLowDecatur, IL2026-10-29
Financial Network Wealth Advisors LLC
6,793$325.3K0.3%ETFLowMurray, UT2026-10-28
Crown Wealth Group, LLC
6,708$321.2K0.1%ETFMediumCharlotte, NC2026-10-19
Compass Ion Advisors, LLC
6,508$311.7K0.0%ETFVery LowConshohocken, PA2026-10-23
First Heartland Consultants, Inc.
5,944$284.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Global Assets Advisory, LLC
5,910$285.5K0.1%GrowthHighOrlando, FL2026-10-28
Apollon Wealth Management, LLC
5,902$282.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Jessup Wealth Management, Inc
5,801$277.8K0.1%GrowthMediumDayton, OH2026-10-20
Keystone Wealth Services, LLC
5,747$274.8K0.0%ETFHighPalm Desert, CA2026-11-03
Todd Wealth Management, LLC
5,741$274.9K0.2%GARPVery LowVenice, FL2026-10-19
Seros Financial, LLC
5,535$265.1K0.1%ETFMediumGilbert, AZ2026-10-21
Cypress Wealth Services, LLC
5,525$267.9K0.0%ETFLowPalm Desert, CA2026-10-21
Silverlake Wealth Management LLC
5,524$264.5K0.0%ETFLowWilliston, VT2026-10-21
Dynamic Advisor Solutions LLC
5,413$259.2K0.0%ETFLowPhoenix, AZ2026-10-13
Integral Investment Advisors, Inc.
5,135$245.9K0.1%ETFVery LowTurlock, CA2026-11-03
Midwest Financial Network, LLC
5,060$242.3K0.2%ETFHighTinley Park, IL2026-10-13
Gateway Investment Advisers LLC
4,899$234.6K0.0%GrowthLowCincinnati, OH2026-10-13
Choreo, LLC
4,891$234.2K0.0%IndexLowRockford, IL2026-10-28
Berkshire Money Management, Inc.
4,846$232.1K0.0%ETFMediumDalton, MA2026-10-21
Michels Family Financial, LLC
4,625$221.5K0.1%ETFLowFort Worth, TX2026-11-02
Lotus Asset Management LLC
4,618$221.1K0.2%ETFN/ANashville, TN2026-10-14
Sigma Planning Corp
4,585$219.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Spire Wealth Management
4,190$200.7K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
3,055$146.3K0.0%ETFLowConcord, CA2026-10-21
Grove Bank & Trust
2,843$136.2K0.0%ETFLowMiami, FL2026-10-08
EverSource Wealth Advisors, LLC
2,592$124.1K0.0%CoreMediumBirmingham, AL2026-11-04
Wagner Wealth Management, LLC
2,000$95.8K0.0%ETFLowGreenville, SC2026-10-21
Noble Wealth Management PBC
1,250$59.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
Community Financial Services Group, LLC
846$40.6K0.0%GrowthLowNewport, VT2026-10-15
Blue Trust, Inc.
761$36.4K0.0%ETFLowBrentwood, TN2026-10-15
Creative Financial Designs Inc
629$30.1K0.0%ETFMediumKokomo, IN2026-11-04
Elevated Capital Advisors, LLC
171$8.2K0.0%ETFMediumSandy, UT2026-11-04
Bullock Wealth Management Group
164$7.9K0.0%GrowthLowBloomington, IN2026-10-09
Compass Financial Management LLC
83$4.0K0.0%CoreN/ATampa, FL2026-10-30