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Innovator U.S. Equity Power (POCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
DECREASED
Shares409,410 from 419,254
Change-9,844 (-2%)
Value$19.6M (+$149.1K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares390,639 from 371,721
Change+18,918 (+5%)
Value$18.7M (+$1.5M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares335,293 from 435,826
Change-100,533 (-23%)
Value$16.1M (-$4.2M)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares245,061 from 245,994
Change-933 (0%)
Value$11.7M (+$319.4K)
Filed 2026-10-08
AA Financial Advisors, LLC
INCREASED
Shares203,163 from 182,430
Change+20,733 (+11%)
Value$9.7M (+$1.3M)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares188,366 from 152,974
Change+35,392 (+23%)
Value$9.0M (+$1.8M)
Filed 2026-10-26
Cornerstone Wealth, LLC
DECREASED
Shares180,765 from 183,665
Change-2,900 (-2%)
Value$8.7M (+$76.9K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares175,058 from 176,078
Change-1,020 (-1%)
Value$8.4M (+$211.7K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares172,443 from 178,076
Change-5,633 (-3%)
Value$8.3M (-$6.2K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares172,187 from 108,842
Change+63,345 (+58%)
Value$7.5M (+$2.5M)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares136,444 from 150,515
Change-14,071 (-9%)
Value$6.5M (-$451.1K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares122,566 from 127,938
Change-5,372 (-4%)
Value$5.9M (-$67.9K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
INCREASED
Shares116,556 from 115,886
Change+670 (+1%)
Value$5.6M (+$203.6K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares110,439 from 110,061
Change+378 (+0%)
Value$5.3M (+$181.0K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares106,832 from 140,402
Change-33,570 (-24%)
Value$5.1M (-$1.4M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares104,905 from 103,370
Change+1,535 (+1%)
Value$5.0M (+$227.0K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares98,826 from 84,949
Change+13,877 (+16%)
Value$4.7M (+$790.3K)
Filed 2026-10-28
Southland Equity Partners LLC
DECREASED
Shares84,922 from 88,714
Change-3,792 (-4%)
Value$4.1M (-$50.3K)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
NEW
Shares77,341
Change+77,341
Value$3.7M
Filed 2026-10-22
CRA Financial Services, LLC
DECREASED
Shares71,650 from 71,835
Change-185 (0%)
Value$3.4M (+$97.5K)
Filed 2026-10-16
Corrado Advisors, LLC
INCREASED
Shares68,417 from 29,154
Change+39,263 (+135%)
Value$3.3M (+$1.9M)
Filed 2026-10-27
KFG Wealth Management, LLC
DECREASED
Shares66,363 from 69,980
Change-3,617 (-5%)
Value$3.2M (-$69.6K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares64,380 from 69,522
Change-5,142 (-7%)
Value$3.1M (-$143.4K)
Filed 2026-10-29
BFI Wealth Solutions, LLC
INCREASED
Shares60,188 from 59,108
Change+1,080 (+2%)
Value$2.9M (+$146.4K)
Filed 2026-10-16
Fortune Financial Group, Inc.
INCREASED
Shares59,619 from 50,590
Change+9,029 (+18%)
Value$2.9M (+$507.3K)
Filed 2026-10-22
James T. Borello RIA
DECREASED
Shares57,933 from 62,240
Change-4,307 (-7%)
Value$2.8M (-$114.1K)
Filed 2026-10-16
Diligent Investors, LLC
DECREASED
Shares57,601 from 57,723
Change-122 (0%)
Value$2.8M (+$79.6K)
Filed 2026-10-21
Chris Bulman Inc
DECREASED
Shares57,562 from 57,959
Change-397 (-1%)
Value$2.8M (+$66.8K)
Filed 2026-10-20
Hofer & Associates. Inc
NEW
Shares56,864
Change+56,864
Value$2.7M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares56,864 from 57,164
Change-300 (-1%)
Value$2.7M (+$70.2K)
Filed 2026-10-14
Three Seasons Wealth, LLC
UNCHANGED
Shares56,500 from 56,500
Change0 (0%)
Value$2.7M (+$83.6K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares55,132 from 65,050
Change-9,918 (-15%)
Value$2.6M (-$378.7K)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
DECREASED
Shares53,410 from 63,043
Change-9,633 (-15%)
Value$2.6M (-$368.0K)
Filed 2026-10-16
Encompass More Asset Management
INCREASED
Shares49,296 from 19,330
Change+29,966 (+155%)
Value$2.4M (+$1.5M)
Filed 2026-10-16
RFG Advisory, LLC
DECREASED
Shares41,523 from 42,869
Change-1,346 (-3%)
Value$2.0M (-$1.0K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares41,227 from 42,223
Change-996 (-2%)
Value$2.0M (+$14.8K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
INCREASED
Shares38,707 from 38,542
Change+165 (+0%)
Value$1.9M (+$64.9K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares38,650 from 37,350
Change+1,300 (+3%)
Value$1.9M (+$117.5K)
Filed 2026-10-13
Gill Capital Partners, LLC
DECREASED
Shares37,696 from 38,661
Change-965 (-2%)
Value$1.8M (+$11.0K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares36,665 from 36,665
Change0 (0%)
Value$1.8M (+$54.3K)
Filed 2026-10-16
Jacobi Capital Management LLC
UNCHANGED
Shares34,959 from 34,959
Change0 (0%)
Value$1.7M (+$51.7K)
Filed 2026-11-05
BCS Wealth Management
DECREASED
Shares34,783 from 35,359
Change-576 (-2%)
Value$1.7M (+$24.7K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares34,145 from 33,870
Change+275 (+1%)
Value$1.6M (+$63.3K)
Filed 2026-10-14
Beacon Financial Advisory LLC
UNCHANGED
Shares33,911 from 33,911
Change0 (0%)
Value$1.6M (+$50.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares31,824 from 37,908
Change-6,084 (-16%)
Value$1.5M (-$235.2K)
Filed 2026-10-08
FAI Advisors, Inc.
DECREASED
Shares29,274 from 29,554
Change-280 (-1%)
Value$1.4M (+$30.3K)
Filed 2026-10-27
Simplicity Wealth,LLC
DECREASED
Shares28,055 from 48,402
Change-20,347 (-42%)
Value$1.3M (-$902.8K)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares27,949 from 27,949
Change0 (0%)
Value$1.3M (+$41.4K)
Filed 2026-10-23
WealthPLAN Partners, LLC
INCREASED
Shares27,416 from 26,516
Change+900 (+3%)
Value$1.3M (+$82.3K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares27,235 from 27,025
Change+210 (+1%)
Value$1.3M (+$50.1K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
DECREASED
Shares26,860 from 27,074
Change-214 (-1%)
Value$1.3M (+$46.2K)
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares25,678 from 25,155
Change+523 (+2%)
Value$1.2M (+$62.3K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares25,076 from 14,243
Change+10,833 (+76%)
Value$1.2M (+$539.9K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares24,274 from 25,441
Change-1,167 (-5%)
Value$1.2M (-$18.2K)
Filed 2026-10-15
Cornerstone Wealth Group, LLC
DECREASED
Shares23,626 from 25,403
Change-1,777 (-7%)
Value$1.1M (-$47.5K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares23,621 from 24,117
Change-496 (-2%)
Value$1.1M (+$11.9K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares20,687 from 20,014
Change+673 (+3%)
Value$990.7K (+$61.9K)
Filed 2026-10-22
Sugar Maple Asset Management, LLC
DECREASED
Shares20,424 from 21,482
Change-1,058 (-5%)
Value$978.1K (-$18.9K)
Filed 2026-10-13
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares19,375 from 19,725
Change-350 (-2%)
Value$927.9K (+$12.4K)
Filed 2026-10-15
Bullseye Investment Management, LLC
DECREASED
Shares19,337 from 19,888
Change-551 (-3%)
Value$926.0K (+$3.0K)
Filed 2026-10-29
PTM Wealth Management, LLC
UNCHANGED
Shares19,292 from 19,292
Change0 (0%)
Value$935.3K (+$39.2K)
Filed 2026-10-23
Focus Financial Network, Inc.
UNCHANGED
Shares19,062 from 19,062
Change0 (0%)
Value$912.9K (+$28.2K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares18,904 from 14,997
Change+3,907 (+26%)
Value$905.3K (+$209.3K)
Filed 2026-11-02
Weaver Consulting Group
INCREASED
Shares18,736 from 16,813
Change+1,923 (+11%)
Value$897.3K (+$117.0K)
Filed 2026-10-07
Ascent Wealth Partners, LLC
DECREASED
Shares18,486 from 21,571
Change-3,085 (-14%)
Value$885.3K (-$115.8K)
Filed 2026-10-23
Liberty Atlantic Advisors LLC
DECREASED
Shares17,828 from 18,599
Change-771 (-4%)
Value$853.8K (-$9.4K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares17,735 from 17,090
Change+645 (+4%)
Value$849.3K (+$56.2K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
UNCHANGED
Shares16,912 from 16,912
Change0 (0%)
Value$809.9K (+$25.0K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
UNCHANGED
Shares16,716 from 16,716
Change0 (0%)
Value$810.1K (+$34.3K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
NEW
Shares16,271
Change+16,271
Value$786.1K
Filed 2026-10-13
Nikulski Financial, Inc.
UNCHANGED
Shares15,481 from 15,481
Change0 (0%)
Value$741.4K (+$22.9K)
Filed 2026-11-06
Pacific Park Financial, Inc.
DECREASED
Shares14,383 from 14,618
Change-235 (-2%)
Value$688.8K (+$10.4K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares14,229 from 14,229
Change0 (0%)
Value$681.4K (+$21.1K)
Filed 2026-11-02
City Holding Co
DECREASED
Shares13,851 from 14,702
Change-851 (-6%)
Value$663.2K (-$19.0K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares13,766 from 12,965
Change+801 (+6%)
Value$659.3K (+$57.6K)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares13,022 from 11,418
Change+1,604 (+14%)
Value$623.6K (+$93.7K)
Filed 2026-10-14
Clay Northam Wealth Management, LLC
DECREASED
Shares13,020 from 13,065
Change-45 (0%)
Value$623.5K (+$17.2K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
DECREASED
Shares12,853 from 18,138
Change-5,285 (-29%)
Value$615.6K (-$226.2K)
Filed 2026-10-29
Elmwood Wealth Management, Inc.
UNCHANGED
Shares12,605 from 12,605
Change0 (0%)
Value$603.7K (+$18.7K)
Filed 2026-10-14
Central Valley Advisors, LLC
UNCHANGED
Shares12,476 from 12,476
Change0 (0%)
Value$597.5K (+$18.5K)
Filed 2026-10-27
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares12,073 from 11,087
Change+986 (+9%)
Value$578.2K (+$63.7K)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
UNCHANGED
Shares11,850 from 11,850
Change0 (0%)
Value$567.5K (+$17.5K)
Filed 2026-10-15
MMA Asset Management LLC
DECREASED
Shares11,744 from 15,494
Change-3,750 (-24%)
Value$562.4K (-$156.7K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares11,564 from 11,564
Change0 (0%)
Value$553.8K (+$17.1K)
Filed 2026-11-06
Goldstein Advisors, LLC
INCREASED
Shares11,527 from 11,394
Change+133 (+1%)
Value$552.0K (+$23.2K)
Filed 2026-10-15
Outlook Wealth Advisors, LLC
DECREASED
Shares11,279 from 11,296
Change-17 (0%)
Value$540.2K (+$15.9K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares11,147 from 11,402
Change-255 (-2%)
Value$533.8K (+$4.7K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares10,981 from 10,981
Change0 (0%)
Value$525.9K (+$16.3K)
Filed 2026-10-13
MBL Wealth, LLC
DECREASED
Shares10,974 from 11,274
Change-300 (-3%)
Value$525.5K (+$2.3K)
Filed 2026-10-22
AdvisorNet Financial, Inc
DECREASED
Shares10,917 from 11,503
Change-586 (-5%)
Value$525.8K (-$8.1K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED
Shares10,814 from 10,851
Change-37 (0%)
Value$517.9K (+$14.3K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares10,768 from 4,593
Change+6,175 (+134%)
Value$515.7K (+$302.5K)
Filed 2026-11-04
Lido Advisors, LLC
NEW
Shares10,216
Change+10,216
Value$489.2K
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED
Shares10,116 from 10,238
Change-122 (-1%)
Value$484.5K (+$9.4K)
Filed 2026-10-08
Old Port Advisors
UNCHANGED
Shares10,090 from 10,090
Change0 (0%)
Value$483.2K (+$14.9K)
Filed 2026-10-23
Long Island Wealth Management, Inc.
DECREASED
Shares9,475 from 9,525
Change-50 (-1%)
Value$453.8K (+$11.7K)
Filed 2026-10-20
Weaver Capital Management LLC
DECREASED
Shares9,456 from 9,546
Change-90 (-1%)
Value$452.8K (+$41.3K)
Filed 2026-10-15
Straight Path Wealth Management
INCREASED
Shares9,204 from 6,738
Change+2,466 (+37%)
Value$440.8K (+$128.1K)
Filed 2026-10-23
Helium Advisors LLC
UNCHANGED
Shares9,135 from 9,135
Change0 (0%)
Value$437.5K (+$13.5K)
Filed 2026-10-23
Retirement Planning Group, LLC
UNCHANGED
Shares9,010 from 9,010
Change0 (0%)
Value$431.5K (+$13.3K)
Filed 2026-10-19
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares8,961 from 8,681
Change+280 (+3%)
Value$429.1K (+$26.3K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,767 from 6,763
Change+2,004 (+30%)
Value$419.9K (+$106.0K)
Filed 2026-11-03
Riverchase Wealth Management, LLC
UNCHANGED
Shares8,675 from 8,675
Change0 (0%)
Value$415.4K (+$12.8K)
Filed 2026-10-28
Certuity, LLC
UNCHANGED
Shares8,530 from 8,530
Change0 (0%)
Value$408.5K (+$12.6K)
Filed 2026-11-02
Atticus Wealth Management, LLC
UNCHANGED
Shares8,461 from 8,461
Change0 (0%)
Value$405.2K (+$12.5K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares8,419 from 4,639
Change+3,780 (+81%)
Value$403.2K (+$187.9K)
Filed 2026-10-14
Atala Financial Inc
UNCHANGED
Shares8,409 from 8,409
Change0 (0%)
Value$402.7K (+$12.4K)
Filed 2026-10-22
BIP Wealth, LLC
DECREASED
Shares8,396 from 8,902
Change-506 (-6%)
Value$402.1K (-$11.1K)
Filed 2026-10-22
Blue Water Asset Management
UNCHANGED
Shares8,356 from 8,356
Change0 (0%)
Value$400.2K (+$12.4K)
Filed 2026-11-04
Capital Square, LLC
DECREASED
Shares7,990 from 8,640
Change-650 (-8%)
Value$382.6K (-$20.7K)
Filed 2026-10-19
XML Financial, LLC
UNCHANGED
Shares7,989 from 7,989
Change0 (0%)
Value$382.6K (+$11.8K)
Filed 2026-10-29
Vestment Financial LLC
UNCHANGED
Shares7,486 from 7,486
Change0 (0%)
Value$358.1K (+$9.3K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED
Shares6,919 from 7,296
Change-377 (-5%)
Value$331.4K (-$7.3K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares6,839 from 7,179
Change-340 (-5%)
Value$327.5K (-$5.7K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares6,793 from 6,987
Change-194 (-3%)
Value$325.3K (+$1.1K)
Filed 2026-10-28
Crown Wealth Group, LLC
UNCHANGED
Shares6,708 from 6,708
Change0 (0%)
Value$321.2K (+$9.9K)
Filed 2026-10-19
Compass Ion Advisors, LLC
UNCHANGED
Shares6,508 from 6,508
Change0 (0%)
Value$311.7K (+$9.6K)
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares5,944 from 6,140
Change-196 (-3%)
Value$284.7K (-$299)
Filed 2026-10-08
Global Assets Advisory, LLC
INCREASED
Shares5,910 from 5,209
Change+701 (+13%)
Value$285.5K (+$43.5K)
Filed 2026-10-28
Apollon Wealth Management, LLC
UNCHANGED
Shares5,902 from 5,902
Change0 (0%)
Value$282.6K (+$8.7K)
Filed 2026-10-23
Jessup Wealth Management, Inc
UNCHANGED
Shares5,801 from 5,801
Change0 (0%)
Value$277.8K (+$8.6K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares5,751 from 4,788
Change+963 (+20%)
Value$275.4K (+$53.2K)
Filed 2026-11-05
Keystone Wealth Services, LLC
UNCHANGED
Shares5,747 from 5,747
Change0 (0%)
Value$274.8K (+$8.0K)
Filed 2026-11-03
Todd Wealth Management, LLC
INCREASED
Shares5,741 from 5,541
Change+200 (+4%)
Value$274.9K (+$17.8K)
Filed 2026-10-19
Seros Financial, LLC
DECREASED
Shares5,535 from 6,283
Change-748 (-12%)
Value$265.1K (-$26.5K)
Filed 2026-10-21
Cypress Wealth Services, LLC
UNCHANGED
Shares5,525 from 5,525
Change0 (0%)
Value$267.9K (+$11.4K)
Filed 2026-10-21
Silverlake Wealth Management LLC
UNCHANGED
Shares5,524 from 5,524
Change0 (0%)
Value$264.5K (+$8.2K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
NEW
Shares5,413
Change+5,413
Value$259.2K
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares5,181 from 5,181
Change0 (0%)
Value$240.5K ($0)
Filed 2026-11-06
Integral Investment Advisors, Inc.
UNCHANGED
Shares5,135 from 5,135
Change0 (0%)
Value$245.9K (+$7.6K)
Filed 2026-11-03
Midwest Financial Network, LLC
DECREASED
Shares5,060 from 5,320
Change-260 (-5%)
Value$242.3K (-$4.6K)
Filed 2026-10-13
Gateway Investment Advisers LLC
NEW
Shares4,899
Change+4,899
Value$234.6K
Filed 2026-10-13
Choreo, LLC
NEW
Shares4,891
Change+4,891
Value$234.2K
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares4,846
Change+4,846
Value$232.1K
Filed 2026-10-21
Michels Family Financial, LLC
UNCHANGED
Shares4,625 from 4,625
Change0 (0%)
Value$221.5K (+$6.8K)
Filed 2026-11-02
Lotus Asset Management LLC
UNCHANGED
Shares4,618 from 4,618
Change0 (0%)
Value$221.1K (+$6.8K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares4,585 from 4,352
Change+233 (+5%)
Value$219.6K (+$17.6K)
Filed 2026-10-23
Welch Financial Planning, LLC
DECREASED
Shares4,553 from 6,415
Change-1,862 (-29%)
Value$218.0K (-$79.7K)
Filed 2026-11-06
Stirlingshire Investments, Inc.
NEW
Shares4,343
Change+4,343
Value$208.0K
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares4,190 from 4,190
Change0 (0%)
Value$200.7K (+$6.2K)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$146.3K (+$4.5K)
Filed 2026-10-21
Grove Bank & Trust
NEW
Shares2,843
Change+2,843
Value$136.2K
Filed 2026-10-08
Clearstead Advisors, LLC
INCREASED
Shares2,621 from 353
Change+2,268 (+642%)
Value$125.5K (+$109.1K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$124.1K (+$3.8K)
Filed 2026-11-04
Wagner Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$95.8K (+$3.0K)
Filed 2026-10-21
Noble Wealth Management PBC
DECREASED
Shares1,250 from 2,450
Change-1,200 (-49%)
Value$59.9K (-$53.8K)
Filed 2026-10-01
Community Financial Services Group, LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$40.6K (+$1.3K)
Filed 2026-10-15
Blue Trust, Inc.
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$36.4K (+$1.1K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares629 from 500
Change+129 (+26%)
Value$30.1K (+$6.9K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$8.2K (+$253)
Filed 2026-11-04
Bullock Wealth Management Group
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$7.9K (+$257)
Filed 2026-10-09
Compass Financial Management LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$4.0K (+$62)
Filed 2026-10-30
Thor Trading Advisors, LLC
CLOSED
Shares0 from 28,283
Change-28,283 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
FSA Investment Group, LLC
CLOSED
Shares0 from 14,372
Change-14,372 (-100%)
Value$0 (-$667.0K)
Filed 2026-10-07
Hidden Cove Wealth Management, LLC
CLOSED
Shares0 from 8,349
Change-8,349 (-100%)
Value$0 (-$387.5K)
Filed 2026-10-19
Tempo Wealth, LLC
CLOSED
Shares0 from 5,512
Change-5,512 (-100%)
Value$0 (-$255.8K)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 1,623
Change-1,623 (-100%)
Value$0 (-$75.3K)
Filed 2026-10-23
Wellington Grp LLC
CLOSED
Shares0 from 627
Change-627 (-100%)
Value$0 (-$27.0K)
Filed 2026-11-06
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-30
Alliancebernstein L.P.
N/A
Shares— from 1,812,590
Change-1,812,590 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,590,682
Change-1,590,682 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 671,775
Change-671,775 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 558,490
Change-558,490 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 487,450
Change-487,450 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 398,999
Change-398,999 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 374,536
Change-374,536 (-100%)
Value—
Blair William & Co
N/A
Shares— from 366,562
Change-366,562 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 285,994
Change-285,994 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 241,564
Change-241,564 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 239,528
Change-239,528 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 224,780
Change-224,780 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 194,313
Change-194,313 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 191,415
Change-191,415 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 189,404
Change-189,404 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 184,205
Change-184,205 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 138,564
Change-138,564 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 135,349
Change-135,349 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 115,853
Change-115,853 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 110,112
Change-110,112 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 101,754
Change-101,754 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 99,124
Change-99,124 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 77,729
Change-77,729 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 77,602
Change-77,602 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 77,021
Change-77,021 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 74,988
Change-74,988 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 69,068
Change-69,068 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 68,157
Change-68,157 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 67,252
Change-67,252 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 67,013
Change-67,013 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 60,397
Change-60,397 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 60,117
Change-60,117 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 58,698
Change-58,698 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 56,627
Change-56,627 (-100%)
Value—
Stephens Inc
N/A
Shares— from 51,310
Change-51,310 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 50,797
Change-50,797 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 50,074
Change-50,074 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 45,694
Change-45,694 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 45,198
Change-45,198 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 45,195
Change-45,195 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 43,283
Change-43,283 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 37,041
Change-37,041 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,055
Change-33,055 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 32,818
Change-32,818 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 31,690
Change-31,690 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 31,622
Change-31,622 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,943
Change-30,943 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 30,071
Change-30,071 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 28,273
Change-28,273 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 26,604
Change-26,604 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,599
Change-26,599 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 26,119
Change-26,119 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 23,041
Change-23,041 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 22,196
Change-22,196 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 21,734
Change-21,734 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 20,937
Change-20,937 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 20,659
Change-20,659 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 20,116
Change-20,116 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 18,688
Change-18,688 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,807
Change-17,807 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,619
Change-15,619 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 12,862
Change-12,862 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,003
Change-12,003 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,856
Change-11,856 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 11,737
Change-11,737 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 11,405
Change-11,405 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,861
Change-10,861 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 10,603
Change-10,603 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,074
Change-10,074 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,295
Change-9,295 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,974
Change-6,974 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 5,862
Change-5,862 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 978
Change-978 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 978
Change-978 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 900
Change-900 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 800
Change-800 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 182
Change-182 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Status
Kestra Advisory Services, LLC
DECREASED409,410419,254-9,844-2%$19.5M$19.6M+$149.1K2026-11-02
LPL Financial LLC
INCREASED390,639371,721+18,918+5%$17.3M$18.7M+$1.5M2026-11-06
Commonwealth Equity Services, LLC
DECREASED335,293435,826-100,533-23%$20.2M$16.1M-$4.2M2026-11-02
CoreCap Advisors, LLC
DECREASED245,061245,994-9330%$11.4M$11.7M+$319.4K2026-10-08
AA Financial Advisors, LLC
INCREASED203,163182,430+20,733+11%$8.5M$9.7M+$1.3M2026-10-19
Triad Wealth Partners, LLC
INCREASED188,366152,974+35,392+23%$7.2M$9.0M+$1.8M2026-10-26
Cornerstone Wealth, LLC
DECREASED180,765183,665-2,900-2%$8.6M$8.7M+$76.9K2026-10-28
US Bancorp \de\
DECREASED175,058176,078-1,020-1%$8.2M$8.4M+$211.7K2026-11-05
Brookstone Capital Management
DECREASED172,443178,076-5,633-3%$8.3M$8.3M-$6.2K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED172,187108,842+63,345+58%$5.1M$7.5M+$2.5M2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED136,444150,515-14,071-9%$7.0M$6.5M-$451.1K2026-10-13
Certified Advisory Corp
DECREASED122,566127,938-5,372-4%$5.9M$5.9M-$67.9K2026-10-29
Signal Advisors Wealth, LLC
INCREASED116,556115,886+670+1%$5.4M$5.6M+$203.6K2026-10-13
Trek Financial, LLC
INCREASED110,439110,061+378+0%$5.1M$5.3M+$181.0K2026-10-29
Truist Financial Corp
DECREASED106,832140,402-33,570-24%$6.5M$5.1M-$1.4M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED104,905103,370+1,535+1%$4.8M$5.0M+$227.0K2026-11-02
Founders Financial Securities LLC
INCREASED98,82684,949+13,877+16%$3.9M$4.7M+$790.3K2026-10-28
Southland Equity Partners LLC
DECREASED84,92288,714-3,792-4%$4.1M$4.1M-$50.3K2026-10-14
Fifth Third Wealth Advisors LLC
NEW77,341—+77,341——$3.7M—2026-10-22
CRA Financial Services, LLC
DECREASED71,65071,835-1850%$3.3M$3.4M+$97.5K2026-10-16
Corrado Advisors, LLC
INCREASED68,41729,154+39,263+135%$1.4M$3.3M+$1.9M2026-10-27
KFG Wealth Management, LLC
DECREASED66,36369,980-3,617-5%$3.2M$3.2M-$69.6K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED64,38069,522-5,142-7%$3.2M$3.1M-$143.4K2026-10-29
BFI Wealth Solutions, LLC
INCREASED60,18859,108+1,080+2%$2.7M$2.9M+$146.4K2026-10-16
Fortune Financial Group, Inc.
INCREASED59,61950,590+9,029+18%$2.3M$2.9M+$507.3K2026-10-22
James T. Borello RIA
DECREASED57,93362,240-4,307-7%$2.9M$2.8M-$114.1K2026-10-16
Diligent Investors, LLC
DECREASED57,60157,723-1220%$2.7M$2.8M+$79.6K2026-10-21
Chris Bulman Inc
DECREASED57,56257,959-397-1%$2.7M$2.8M+$66.8K2026-10-20
Hofer & Associates. Inc
NEW56,864—+56,864——$2.7M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED56,86457,164-300-1%$2.7M$2.7M+$70.2K2026-10-14
Three Seasons Wealth, LLC
UNCHANGED56,50056,50000%$2.6M$2.7M+$83.6K2026-11-03
IFP Advisors, Inc
DECREASED55,13265,050-9,918-15%$3.0M$2.6M-$378.7K2026-10-16
Global Strategic Investment Solutions, LLC
DECREASED53,41063,043-9,633-15%$2.9M$2.6M-$368.0K2026-10-16
Encompass More Asset Management
INCREASED49,29619,330+29,966+155%$897.1K$2.4M+$1.5M2026-10-16
RFG Advisory, LLC
DECREASED41,52342,869-1,346-3%$2.0M$2.0M-$1.0K2026-11-03
Atria Investments, Inc
DECREASED41,22742,223-996-2%$2.0M$2.0M+$14.8K2026-10-15
Bedel Financial Consulting, Inc.
INCREASED38,70738,542+165+0%$1.8M$1.9M+$64.9K2026-11-06
Cape Investment Advisory, Inc.
INCREASED38,65037,350+1,300+3%$1.7M$1.9M+$117.5K2026-10-13
Gill Capital Partners, LLC
DECREASED37,69638,661-965-2%$1.8M$1.8M+$11.0K2026-10-13
ARS Wealth Advisors Group, LLC
UNCHANGED36,66536,66500%$1.7M$1.8M+$54.3K2026-10-16
Jacobi Capital Management LLC
UNCHANGED34,95934,95900%$1.6M$1.7M+$51.7K2026-11-05
BCS Wealth Management
DECREASED34,78335,359-576-2%$1.6M$1.7M+$24.7K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED34,14533,870+275+1%$1.6M$1.6M+$63.3K2026-10-14
Beacon Financial Advisory LLC
UNCHANGED33,91133,91100%$1.6M$1.6M+$50.2K2026-10-16
Farther Finance Advisors, LLC
DECREASED31,82437,908-6,084-16%$1.8M$1.5M-$235.2K2026-10-08
FAI Advisors, Inc.
DECREASED29,27429,554-280-1%$1.4M$1.4M+$30.3K2026-10-27
Simplicity Wealth,LLC
DECREASED28,05548,402-20,347-42%$2.2M$1.3M-$902.8K2026-10-23
Signaturefd, LLC
UNCHANGED27,94927,94900%$1.3M$1.3M+$41.4K2026-10-23
WealthPLAN Partners, LLC
INCREASED27,41626,516+900+3%$1.2M$1.3M+$82.3K2026-10-15
Independent Financial Group, LLC
INCREASED27,23527,025+210+1%$1.3M$1.3M+$50.1K2026-10-13
Castle Rock Wealth Management, LLC
DECREASED26,86027,074-214-1%$1.3M$1.3M+$46.2K2026-10-09
Valmark Advisers, Inc.
INCREASED25,67825,155+523+2%$1.2M$1.2M+$62.3K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED25,07614,243+10,833+76%$661.0K$1.2M+$539.9K2026-10-16
WealthPlan Investment Management, LLC
DECREASED24,27425,441-1,167-5%$1.2M$1.2M-$18.2K2026-10-15
Cornerstone Wealth Group, LLC
DECREASED23,62625,403-1,777-7%$1.2M$1.1M-$47.5K2026-11-02
Merit Financial Group, LLC
DECREASED23,62124,117-496-2%$1.1M$1.1M+$11.9K2026-11-06
Strategic Blueprint, LLC
INCREASED20,68720,014+673+3%$928.9K$990.7K+$61.9K2026-10-22
Sugar Maple Asset Management, LLC
DECREASED20,42421,482-1,058-5%$997.0K$978.1K-$18.9K2026-10-13
Pinnacle Wealth Management Group, Inc.
DECREASED19,37519,725-350-2%$915.4K$927.9K+$12.4K2026-10-15
Bullseye Investment Management, LLC
DECREASED19,33719,888-551-3%$923.0K$926.0K+$3.0K2026-10-29
PTM Wealth Management, LLC
UNCHANGED19,29219,29200%$896.1K$935.3K+$39.2K2026-10-23
Focus Financial Network, Inc.
UNCHANGED19,06219,06200%$884.7K$912.9K+$28.2K2026-10-14
Creative Planning
INCREASED18,90414,997+3,907+26%$696.0K$905.3K+$209.3K2026-11-02
Weaver Consulting Group
INCREASED18,73616,813+1,923+11%$780.3K$897.3K+$117.0K2026-10-07
Ascent Wealth Partners, LLC
DECREASED18,48621,571-3,085-14%$1.0M$885.3K-$115.8K2026-10-23
Liberty Atlantic Advisors LLC
DECREASED17,82818,599-771-4%$863.2K$853.8K-$9.4K2026-10-14
City Center Advisors, LLC
INCREASED17,73517,090+645+4%$793.1K$849.3K+$56.2K2026-10-08
Axxcess Wealth Management, LLC
UNCHANGED16,91216,91200%$784.9K$809.9K+$25.0K2026-10-21
Fragasso Financial Advisors Inc
UNCHANGED16,71616,71600%$775.8K$810.1K+$34.3K2026-10-13
NorthCrest Asset Manangement, LLC
NEW16,271—+16,271——$786.1K—2026-10-13
Nikulski Financial, Inc.
UNCHANGED15,48115,48100%$718.5K$741.4K+$22.9K2026-11-06
Pacific Park Financial, Inc.
DECREASED14,38314,618-235-2%$678.4K$688.8K+$10.4K2026-10-13
Valtinson Bruner Financial Planning LLC
UNCHANGED14,22914,22900%$660.4K$681.4K+$21.1K2026-11-02
City Holding Co
DECREASED13,85114,702-851-6%$682.2K$663.2K-$19.0K2026-10-19
McAdam, LLC
INCREASED13,76612,965+801+6%$601.7K$659.3K+$57.6K2026-10-21
Triumph Capital Management
INCREASED13,02211,418+1,604+14%$529.9K$623.6K+$93.7K2026-10-14
Clay Northam Wealth Management, LLC
DECREASED13,02013,065-450%$606.3K$623.5K+$17.2K2026-10-13
Integrity Advisory Solutions, LLC
DECREASED12,85318,138-5,285-29%$841.8K$615.6K-$226.2K2026-10-29
Elmwood Wealth Management, Inc.
UNCHANGED12,60512,60500%$585.0K$603.7K+$18.7K2026-10-14
Central Valley Advisors, LLC
UNCHANGED12,47612,47600%$579.0K$597.5K+$18.5K2026-10-27
Blue Sky Capital Consultants Group, Inc.
INCREASED12,07311,087+986+9%$514.5K$578.2K+$63.7K2026-10-13
Fort Washington Investment Advisors Inc
UNCHANGED11,85011,85000%$550.0K$567.5K+$17.5K2026-10-15
MMA Asset Management LLC
DECREASED11,74415,494-3,750-24%$719.1K$562.4K-$156.7K2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED11,56411,56400%$536.7K$553.8K+$17.1K2026-11-06
Goldstein Advisors, LLC
INCREASED11,52711,394+133+1%$528.8K$552.0K+$23.2K2026-10-15
Outlook Wealth Advisors, LLC
DECREASED11,27911,296-170%$524.2K$540.2K+$15.9K2026-10-28
Advisor OS, LLC
DECREASED11,14711,402-255-2%$529.2K$533.8K+$4.7K2026-11-03
Lineweaver Wealth Advisors, LLC
UNCHANGED10,98110,98100%$509.6K$525.9K+$16.3K2026-10-13
MBL Wealth, LLC
DECREASED10,97411,274-300-3%$523.2K$525.5K+$2.3K2026-10-22
AdvisorNet Financial, Inc
DECREASED10,91711,503-586-5%$533.9K$525.8K-$8.1K2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED10,81410,851-370%$503.6K$517.9K+$14.3K2026-11-02
Tounjian Advisory Partners, LLC
INCREASED10,7684,593+6,175+134%$213.2K$515.7K+$302.5K2026-11-04
Lido Advisors, LLC
NEW10,216—+10,216——$489.2K—2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED10,11610,238-122-1%$475.1K$484.5K+$9.4K2026-10-08
Old Port Advisors
UNCHANGED10,09010,09000%$468.3K$483.2K+$14.9K2026-10-23
Long Island Wealth Management, Inc.
DECREASED9,4759,525-50-1%$442.1K$453.8K+$11.7K2026-10-20
Weaver Capital Management LLC
DECREASED9,4569,546-90-1%$411.5K$452.8K+$41.3K2026-10-15
Straight Path Wealth Management
INCREASED9,2046,738+2,466+37%$312.7K$440.8K+$128.1K2026-10-23
Helium Advisors LLC
UNCHANGED9,1359,13500%$424.0K$437.5K+$13.5K2026-10-23
Retirement Planning Group, LLC
UNCHANGED9,0109,01000%$418.2K$431.5K+$13.3K2026-10-19
Journey Retirement Planning & Investment Management LLC
INCREASED8,9618,681+280+3%$402.9K$429.1K+$26.3K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED8,7676,763+2,004+30%$313.9K$419.9K+$106.0K2026-11-03
Riverchase Wealth Management, LLC
UNCHANGED8,6758,67500%$402.6K$415.4K+$12.8K2026-10-28
Certuity, LLC
UNCHANGED8,5308,53000%$395.9K$408.5K+$12.6K2026-11-02
Atticus Wealth Management, LLC
UNCHANGED8,4618,46100%$392.7K$405.2K+$12.5K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED8,4194,639+3,780+81%$215.3K$403.2K+$187.9K2026-10-14
Atala Financial Inc
UNCHANGED8,4098,40900%$390.3K$402.7K+$12.4K2026-10-22
BIP Wealth, LLC
DECREASED8,3968,902-506-6%$413.1K$402.1K-$11.1K2026-10-22
Blue Water Asset Management
UNCHANGED8,3568,35600%$387.8K$400.2K+$12.4K2026-11-04
Capital Square, LLC
DECREASED7,9908,640-650-8%$403.3K$382.6K-$20.7K2026-10-19
XML Financial, LLC
UNCHANGED7,9897,98900%$370.8K$382.6K+$11.8K2026-10-29
Vestment Financial LLC
UNCHANGED7,4867,48600%$348.8K$358.1K+$9.3K2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED6,9197,296-377-5%$338.6K$331.4K-$7.3K2026-10-23
Koshinski Asset Management, Inc.
DECREASED6,8397,179-340-5%$333.2K$327.5K-$5.7K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED6,7936,987-194-3%$324.3K$325.3K+$1.1K2026-10-28
Crown Wealth Group, LLC
UNCHANGED6,7086,70800%$311.3K$321.2K+$9.9K2026-10-19
Compass Ion Advisors, LLC
UNCHANGED6,5086,50800%$302.0K$311.7K+$9.6K2026-10-23
First Heartland Consultants, Inc.
DECREASED5,9446,140-196-3%$285.0K$284.7K-$2992026-10-08
Global Assets Advisory, LLC
INCREASED5,9105,209+701+13%$242.0K$285.5K+$43.5K2026-10-28
Apollon Wealth Management, LLC
UNCHANGED5,9025,90200%$273.9K$282.6K+$8.7K2026-10-23
Jessup Wealth Management, Inc
UNCHANGED5,8015,80100%$269.2K$277.8K+$8.6K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED5,7514,788+963+20%$222.2K$275.4K+$53.2K2026-11-05
Keystone Wealth Services, LLC
UNCHANGED5,7475,74700%$266.7K$274.8K+$8.0K2026-11-03
Todd Wealth Management, LLC
INCREASED5,7415,541+200+4%$257.2K$274.9K+$17.8K2026-10-19
Seros Financial, LLC
DECREASED5,5356,283-748-12%$291.6K$265.1K-$26.5K2026-10-21
Cypress Wealth Services, LLC
UNCHANGED5,5255,52500%$256.4K$267.9K+$11.4K2026-10-21
Silverlake Wealth Management LLC
UNCHANGED5,5245,52400%$256.4K$264.5K+$8.2K2026-10-21
Dynamic Advisor Solutions LLC
NEW5,413—+5,413——$259.2K—2026-10-13
Allworth Financial LP
UNCHANGED5,1815,18100%$240.5K$240.5K$02026-11-06
Integral Investment Advisors, Inc.
UNCHANGED5,1355,13500%$238.3K$245.9K+$7.6K2026-11-03
Midwest Financial Network, LLC
DECREASED5,0605,320-260-5%$246.9K$242.3K-$4.6K2026-10-13
Gateway Investment Advisers LLC
NEW4,899—+4,899——$234.6K—2026-10-13
Choreo, LLC
NEW4,891—+4,891——$234.2K—2026-10-28
Berkshire Money Management, Inc.
NEW4,846—+4,846——$232.1K—2026-10-21
Michels Family Financial, LLC
UNCHANGED4,6254,62500%$214.6K$221.5K+$6.8K2026-11-02
Lotus Asset Management LLC
UNCHANGED4,6184,61800%$214.3K$221.1K+$6.8K2026-10-14
Sigma Planning Corp
INCREASED4,5854,352+233+5%$202.0K$219.6K+$17.6K2026-10-23
Welch Financial Planning, LLC
DECREASED4,5536,415-1,862-29%$297.7K$218.0K-$79.7K2026-11-06
Stirlingshire Investments, Inc.
NEW4,343—+4,343——$208.0K—2026-11-05
Spire Wealth Management
UNCHANGED4,1904,19000%$194.5K$200.7K+$6.2K2026-10-30
Assetmark, Inc
UNCHANGED3,0553,05500%$141.8K$146.3K+$4.5K2026-10-21
Grove Bank & Trust
NEW2,843—+2,843——$136.2K—2026-10-08
Clearstead Advisors, LLC
INCREASED2,621353+2,268+642%$16.4K$125.5K+$109.1K2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED2,5922,59200%$120.3K$124.1K+$3.8K2026-11-04
Wagner Wealth Management, LLC
UNCHANGED2,0002,00000%$92.8K$95.8K+$3.0K2026-10-21
Noble Wealth Management PBC
DECREASED1,2502,450-1,200-49%$113.7K$59.9K-$53.8K2026-10-01
Community Financial Services Group, LLC
UNCHANGED84684600%$39.2K$40.6K+$1.3K2026-10-15
Blue Trust, Inc.
UNCHANGED76176100%$35.3K$36.4K+$1.1K2026-10-15
Creative Financial Designs Inc
INCREASED629500+129+26%$23.2K$30.1K+$6.9K2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED17117100%$7.9K$8.2K+$2532026-11-04
Bullock Wealth Management Group
UNCHANGED16416400%$7.6K$7.9K+$2572026-10-09
Compass Financial Management LLC
UNCHANGED838300%$3.9K$4.0K+$622026-10-30
Thor Trading Advisors, LLC
CLOSED028,283-28,283-100%$1.3M$0-$1.3M2026-11-05
FSA Investment Group, LLC
CLOSED014,372-14,372-100%$667.0K$0-$667.0K2026-10-07
Hidden Cove Wealth Management, LLC
CLOSED08,349-8,349-100%$387.5K$0-$387.5K2026-10-19
Tempo Wealth, LLC
CLOSED05,512-5,512-100%$255.8K$0-$255.8K2026-10-14
Stone House Investment Management, LLC
CLOSED01,623-1,623-100%$75.3K$0-$75.3K2026-10-23
Wellington Grp LLC
CLOSED0627-627-100%$27.0K$0-$27.0K2026-11-06
Reyes Financial Architecture, Inc.
CLOSED0495-495-100%$23.0K$0-$23.0K2026-10-22
Capital Investment Advisory Services, LLC
CLOSED089-89-100%$4.1K$0-$4.1K2026-10-30
Alliancebernstein L.P.
N/A—1,812,590-1,812,590-100%$78.1M———
Penserra Capital Management LLC
N/A—1,590,682-1,590,682-100%$73.8M———
Osaic Holdings, Inc.
N/A—671,775-671,775-100%$31.2M———
Envestnet Asset Management Inc
N/A—558,490-558,490-100%$25.9M———
Cerity Partners LLC
N/A—487,450-487,450-100%$22.6M———
Focus Partners Wealth
N/A—398,999-398,999-100%$18.5M———
Raymond James Financial Inc
N/A—374,536-374,536-100%$17.4M———
Blair William & Co
N/A—366,562-366,562-100%$17.0M———
Janney Montgomery Scott LLC
N/A—285,994-285,994-100%$13.3M———
Orion Porfolio Solutions, LLC
N/A—241,564-241,564-100%$11.2M———
HighTower Advisors, LLC
N/A—239,528-239,528-100%$11.1M———
Cetera Investment Advisers
N/A—224,780-224,780-100%$10.4M———
Beacon Pointe Advisors, LLC
N/A—194,313-194,313-100%$9.0M———
Captrust Financial Advisors
N/A—191,415-191,415-100%$8.9M———
MML Investors Services, LLC
N/A—189,404-189,404-100%$8.8M———
Rockefeller Capital Management L.P.
N/A—184,205-184,205-100%$8.5M———
Principal Securities, Inc.
N/A—138,564-138,564-100%$6.4M———
Cresset Asset Management, LLC
N/A—135,349-135,349-100%$6.3M———
Talon Private Wealth, LLC
N/A—115,853-115,853-100%$5.4M———
Advisory Services Network, LLC
N/A—110,112-110,112-100%$5.1M———
Mercer Global Advisors Inc
N/A—101,754-101,754-100%$4.7M———
WPWealth LLP
N/A—99,124-99,124-100%$4.6M———
Keating Financial Advisory Services, Inc.
N/A—77,729-77,729-100%$3.6M———
OneDigital Investment Advisors LLC
N/A—77,602-77,602-100%$3.6M———
HRT Financial LP
N/A—77,021-77,021-100%$3.6M———
Wealth Alliance, LLC
N/A—74,988-74,988-100%$3.5M———
CreativeOne Wealth, LLC
N/A—69,068-69,068-100%$3.2M———
First Commonwealth Financial Corp
N/A—68,157-68,157-100%$3.2M———
Cassady Wealth & Retirement Planning, LLC
N/A—67,252-67,252-100%$3.1M———
MTM Financial Group, LLC
N/A—67,013-67,013-100%$3.1M———
Old Mission Capital LLC
N/A—60,397-60,397-100%$2.8M———
Centaurus Financial, Inc.
N/A—60,117-60,117-100%$2.8M———
World Investment Advisors
N/A—58,698-58,698-100%$2.7M———
NewEdge Advisors, LLC
N/A—56,627-56,627-100%$2.6M———
Stephens Inc
N/A—51,310-51,310-100%$2.4M———
Bellwether Advisors, LLC
N/A—50,797-50,797-100%$2.4M———
Ausdal Financial Partners, Inc.
N/A—50,074-50,074-100%$2.3M———
Advyzon Investment Management, LLC
N/A—45,694-45,694-100%$2.1M———
MAI Capital Management
N/A—45,198-45,198-100%$2.1M———
Retirement Income Solutions, Inc
N/A—45,195-45,195-100%$1.9M———
Arax Advisory Partners
N/A—43,283-43,283-100%$2.0M———
Forty-three Eighteen Advisors, LLC
N/A—37,041-37,041-100%$1.7M———
AE Wealth Management LLC
N/A—33,055-33,055-100%$1.5M———
Silver OAK Securities, Incorporated
N/A—32,818-32,818-100%$1.5M———
Tradition Wealth Management, LLC
N/A—31,690-31,690-100%$1.5M———
Cofg Advisors, LLC
N/A—31,622-31,622-100%$1.5M———
Susquehanna International Group, LLP
N/A—30,943-30,943-100%$1.4M———
Glenmede Trust Co NA
N/A—30,071-30,071-100%$1.4M———
Vantage Point Financial LLC
N/A—28,273-28,273-100%$1.3M———
Orion Capital Management LLC
N/A—26,604-26,604-100%$1.2M———
Benjamin Edwards Inc
N/A—26,599-26,599-100%$1.2M———
FSA Advisors, Inc.
N/A—26,119-26,119-100%$1.2M———
Sound View Wealth Advisors Group, LLC
N/A—23,041-23,041-100%$1.1M———
Coldstream Capital Management Inc
N/A—22,196-22,196-100%$1.0M———
Dakota Wealth Management
N/A—21,734-21,734-100%$1.0M———
Advisory Alpha, LLC
N/A—20,937-20,937-100%$971.7K———
Berger Financial Group, Inc
N/A—20,659-20,659-100%$958.8K———
Wood Tarver Financial Group, LLC
N/A—20,116-20,116-100%$933.0K———
Continuum Advisory, LLC
N/A—18,688-18,688-100%$867.3K———
Foundations Investment Advisors, LLC
N/A—17,807-17,807-100%$826.4K———
Mutual Advisors, LLC
N/A—15,619-15,619-100%$724.9K———
Per Stirling Capital Management, Llc.
N/A—15,015-15,015-100%$696.8K———
SageView Advisory Group, LLC
N/A—14,927-14,927-100%$692.8K———
Bcgm Wealth Management, LLC
N/A—12,862-12,862-100%$596.9K———
Ameritas Advisory Services, LLC
N/A—12,003-12,003-100%$557.1K———
Inspire Advisors, LLC
N/A—11,856-11,856-100%$550.2K———
Compass Advisory Group LLC
N/A—11,737-11,737-100%$544.7K———
Thoroughbred Financial Services, LLC
N/A—11,405-11,405-100%$529.0K———
Navis Wealth Advisors, LLC
N/A—11,047-11,047-100%$512.7K———
Arkadios Wealth Advisors
N/A—10,861-10,861-100%$504.1K———
Lakeridge Wealth Management LLC
N/A—10,603-10,603-100%$492.1K———
GWN Securities Inc.
N/A—10,074-10,074-100%$467.5K———
IHT Wealth Management, LLC
N/A—9,633-9,633-100%$447.1K———
Capital Analysts, LLC
N/A—9,295-9,295-100%$432.0K———
Rothschild Investment LLC
N/A—9,090-9,090-100%$421.9K———
Steward Partners Investment Advisory, LLC
N/A—7,703-7,703-100%$357.5K———
Integrated Wealth Concepts LLC
N/A—7,393-7,393-100%$343.1K———
Harbour Investments, Inc.
N/A—6,974-6,974-100%$323.7K———
American Asset Management Inc.
N/A—6,960-6,960-100%$323.0K———
Yarger Wealth Strategies, LLC
N/A—6,908-6,908-100%$322.5K———
PlanVest Financial, Inc
N/A—6,583-6,583-100%$305.5K———
Waterloo Capital, L.P.
N/A—6,525-6,525-100%$302.8K———
Sequoia Financial Advisors, LLC
N/A—6,310-6,310-100%$292.8K———
Garden State Investment Advisory Services LLC
N/A—6,300-6,300-100%$292.4K———
Sequent Planning LLC
N/A—6,187-6,187-100%$287.1K———
WorthPointe, LLC
N/A—5,862-5,862-100%$272.1K———
Phoenix Financial Ltd.
N/A—5,845-5,845-100%$271.3K———
Two Sigma Securities, LLC
N/A—5,732-5,732-100%$266.0K———
Maridea Wealth Management LLC
N/A—5,375-5,375-100%$249.5K———
Private Advisor Group, LLC
N/A—5,330-5,330-100%$247.4K———
Savvy Advisors, Inc.
N/A—4,915-4,915-100%$228.1K———
Kingsview Wealth Management, LLC
N/A—4,755-4,755-100%$220.7K———
AssuredPartners Investment Advisors, LLC
N/A—4,630-4,630-100%$214.9K———
Bernard Wealth Management Corp.
N/A—4,228-4,228-100%$196.2K———
JPMorgan Chase & Co
N/A—4,191-4,191-100%$194.0K———
WealthShield Partners, LLC
N/A—3,912-3,912-100%$181.6K———
Glen Eagle Advisors, LLC
N/A—3,450-3,450-100%$160.1K———
EP Wealth Advisors, LLC
N/A—3,082-3,082-100%$143.0K———
Innovative Asset Advisors Group, LLC
N/A—3,000-3,000-100%$139.2K———
Fiduciary Financial Advisors
N/A—2,171-2,171-100%$100.8K———
Brown Brothers Harriman & Co
N/A—1,735-1,735-100%$80.5K———
IFG Advisory, LLC
N/A—1,367-1,367-100%$63.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—978-978-100%$45.4K———
BFC Planning, Inc.
N/A—978-978-100%$45.4K———
Royal Bank of Canada
N/A—900-900-100%$42.0K———
Morgan Stanley
N/A—800-800-100%$37.1K———
Northwestern Mutual Wealth Management Co
N/A—182-182-100%$8.4K———
Caitlin John, LLC
N/A—179-179-100%$8.3K———
Capital Advisor Network LLC
N/A—94-94-100%$4.4K———
Showing 269 of 269 institutions