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Innovator U.S. Equity Power (PJUL)

CUSIP: 45782C813 | NYSE | 490 institutional holders

Quarters

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

Brookstone Capital Management641,814
0.3% of portfolio›$31.9M
Commonwealth Equity Services, LLC579,194
0.0% of portfolio›$28.8M
Berkshire Money Management, Inc.531,587
2.3% of portfolio›$26.4M
Wealth Enhancement Advisory Services, LLC434,530
0.0% of portfolio›$20.4M
Kestra Advisory Services, LLC329,970
0.0% of portfolio›$16.4M
US Bancorp \de\273,273
0.0% of portfolio›$13.6M
Cambridge Investment Research Advisors, Inc.204,548
0.1% of portfolio›$10.2M
CoreCap Advisors, LLC199,942
0.3% of portfolio›$9.9M
AA Financial Advisors, LLC190,719
1.1% of portfolio›$9.5M
Cornerstone Wealth, LLC173,977
4.1% of portfolio›$8.6M
Triad Wealth Partners, LLC172,476
0.5% of portfolio›$8.6M
MBL Wealth, LLC153,577
0.5% of portfolio›$7.6M
Southland Equity Partners LLC146,994
1.3% of portfolio›$7.3M
Truist Financial Corp144,454
0.0% of portfolio›$7.2M
Forvis Mazars Wealth Advisors, LLC119,870
0.1% of portfolio›$6.0M
Weaver Consulting Group113,406
1.1% of portfolio›$5.6M
Signal Advisors Wealth, LLC111,576
0.2% of portfolio›$5.5M
Founders Financial Securities LLC96,833
0.2% of portfolio›$4.8M
Concurrent Investment Advisors, LLC93,365
0.0% of portfolio›$4.6M
CRA Financial Services, LLC83,293
0.5% of portfolio›$4.1M
Straight Path Wealth Management75,127
0.8% of portfolio›$3.7M
Farther Finance Advisors, LLC74,202
0.0% of portfolio›$3.7M
Spire Wealth Management71,468
0.1% of portfolio›$3.6M
McAdam, LLC66,911
0.1% of portfolio›$3.3M
Global Strategic Investment Solutions, LLC63,224
0.3% of portfolio›$3.1M
Elmwood Wealth Management, Inc.60,047
0.7% of portfolio›$3.0M
Capital Square, LLC58,668
1.3% of portfolio›$2.9M
Weaver Capital Management LLC55,440
0.5% of portfolio›$2.8M
Fortune Financial Group, Inc.52,064
2.3% of portfolio›$2.6M
Blue Bell Private Wealth Management, LLC51,661
0.3% of portfolio›$2.6M
Encompass More Asset Management47,018
0.3% of portfolio›$2.3M
Long Island Wealth Management, Inc.45,757
0.9% of portfolio›$2.3M
James T. Borello RIA44,330
0.5% of portfolio›$2.2M
Lido Advisors, LLC43,603
0.0% of portfolio›$2.2M
IFP Advisors, Inc42,622
0.0% of portfolio›$2.1M
Jacobi Capital Management LLC41,688
0.1% of portfolio›$2.1M
Integrity Advisory Solutions, LLC41,573
0.2% of portfolio›$2.1M
Sagespring Wealth Partners, LLC39,805
0.0% of portfolio›$2.0M
Atria Investments, Inc38,967
0.0% of portfolio›$1.9M
BCS Wealth Management38,747
0.3% of portfolio›$1.9M
Patriot Financial Group Insurance Agency, LLC37,517
0.2% of portfolio›$1.9M
Trek Financial, LLC37,042
0.1% of portfolio›$1.8M
Wisconsin Wealth Advisors, LLC36,820
1.5% of portfolio›$1.8M
Outlook Wealth Advisors, LLC36,712
0.4% of portfolio›$1.8M
KFG Wealth Management, LLC36,405
0.2% of portfolio›$1.8M
ARS Wealth Advisors Group, LLC35,750
0.1% of portfolio›$1.8M
Chicago Partners Investment Group LLC35,652
0.0% of portfolio›$1.8M
Diligent Investors, LLC34,876
0.4% of portfolio›$1.7M
O'Connor Financial Group LLC34,847
0.6% of portfolio›$1.7M
Corrado Advisors, LLC34,800
0.9% of portfolio›$1.7M
BFI Wealth Solutions, LLC33,794
1.2% of portfolio›$1.7M
Cornerstone Planning Group LLC33,196
0.2% of portfolio›$1.7M
ATX Financial Planning, LLC31,445
1.0% of portfolio›$1.6M
Simplicity Wealth,LLC31,422
0.0% of portfolio›$1.6M
Keystone Wealth Services, LLC31,355
0.3% of portfolio›$1.6M
Cypress Wealth Services, LLC30,776
0.2% of portfolio›$1.5M
Lineweaver Wealth Advisors, LLC28,332
0.2% of portfolio›$1.4M
WealthPlan Investment Management, LLC28,133
0.1% of portfolio›$1.4M
NorthCrest Asset Manangement, LLC27,127
0.0% of portfolio›$1.4M
Creative Planning26,737
0.0% of portfolio›$1.3M
Chris Bulman Inc26,003
0.5% of portfolio›$1.3M
Kearns & Associates LLC25,755
0.6% of portfolio›$1.3M
Global Assets Advisory, LLC24,699
0.3% of portfolio›$1.2M
Independent Financial Group, LLC24,656
0.0% of portfolio›$1.2M
Nations Financial Group Inc,24,639
0.1% of portfolio›$1.2M
Ascent Wealth Partners, LLC24,375
0.1% of portfolio›$1.2M
Castle Rock Wealth Management, LLC23,991
0.2% of portfolio›$1.2M
Gill Capital Partners, LLC23,004
0.3% of portfolio›$1.1M
Midwest Financial Network, LLC22,667
0.8% of portfolio›$1.1M
Axxcess Wealth Management, LLC21,495
0.0% of portfolio›$1.1M
Dynamic Advisor Solutions LLC20,790
0.0% of portfolio›$1.0M
RFG Advisory, LLC20,673
0.0% of portfolio›$1.0M
Fragasso Financial Advisors Inc20,372
0.1% of portfolio›$1.0M
Riverchase Wealth Management, LLC20,240
0.5% of portfolio›$1.0M
Sigma Planning Corp19,444
0.0% of portfolio›$966.0K
Fiduciary Financial Group, LLC19,003
0.1% of portfolio›$944.1K
Certified Advisory Corp18,093
0.1% of portfolio›$898.9K
J.W. Cole Advisors, Inc.17,696
0.0% of portfolio›$879.1K
City Center Advisors, LLC16,989
0.6% of portfolio›$844.0K
Cardinal Point Capital Management ULC16,673
0.0% of portfolio›$828.3K
Todd Wealth Management, LLC16,536
0.6% of portfolio›$821.5K
Ashton Thomas Private Wealth, LLC16,422
0.0% of portfolio›$815.8K
AdvisorNet Financial, Inc14,962
0.0% of portfolio›$747.5K
Jessup Wealth Management, Inc13,782
0.1% of portfolio›$684.7K
Creative Financial Designs Inc13,558
0.0% of portfolio›$673.6K
BIP Wealth, LLC13,484
0.0% of portfolio›$669.9K
Dhjj Financial Advisors, Ltd.13,454
0.2% of portfolio›$668.4K
WealthPLAN Partners, LLC13,181
0.1% of portfolio›$654.8K
Altfest L J & Co Inc12,758
0.1% of portfolio›$633.8K
Focus Financial Network, Inc.12,470
0.0% of portfolio›$619.5K
Quest 10 Wealth Builders, Inc.12,446
0.5% of portfolio›$614.3K
Pinnacle Wealth Management Group, Inc.12,335
0.3% of portfolio›$612.8K
FAI Advisors, Inc.12,219
0.2% of portfolio›$607.0K
XML Financial, LLC12,174
0.0% of portfolio›$604.8K
Alliance Wealth Advisors, LLC11,200
0.2% of portfolio›$556.4K
Sovran Advisors, LLC11,142
0.0% of portfolio›$557.4K
Blue Water Asset Management10,398
0.2% of portfolio›$516.6K
Schulz Wealth, Ltd.10,353
0.2% of portfolio›$514.3K
PFG Advisors9,641
0.0% of portfolio›$479.0K
Atticus Wealth Management, LLC9,540
0.1% of portfolio›$473.9K
Michels Family Financial, LLC9,200
0.3% of portfolio›$457.1K
Journey Retirement Planning & Investment Management LLC8,505
0.3% of portfolio›$422.5K
Advisory Solutions Group, LLC8,453
0.1% of portfolio›$419.9K
Blue Sky Capital Consultants Group, Inc.8,131
0.2% of portfolio›$403.9K
Diversify Advisory Services, LLC8,090
0.0% of portfolio›$405.2K
Diversify Wealth Management, LLC8,090
0.0% of portfolio›$405.2K
Clear Point Advisors Inc.8,078
0.3% of portfolio›$401.3K
Advisor OS, LLC8,026
0.0% of portfolio›$398.7K
Koshinski Asset Management, Inc.7,985
0.0% of portfolio›$396.7K
Cape Investment Advisory, Inc.7,700
0.1% of portfolio›$382.5K
Three Seasons Wealth, LLC7,225
0.0% of portfolio›$358.9K
Retirement Guys Formula LLC7,163
0.1% of portfolio›$355.9K
Archer Investment Corp6,715
0.1% of portfolio›$333.6K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6,711
0.0% of portfolio›$333.4K
Galvin, Gaustad & Stein, LLC6,601
0.0% of portfolio›$328.0K
Provenance Wealth Advisors, LLC6,502
0.0% of portfolio›$323.0K
Brown Wealth Management, LLC6,275
0.1% of portfolio›$311.7K
Southern Capital Services Inc6,153
0.2% of portfolio›$305.7K
OFS Enterprise LLC6,146
0.1% of portfolio›$305.3K
Goldstein Advisors, LLC6,054
0.0% of portfolio›$300.8K
Ballast Rock Private Wealth LLC6,046
0.1% of portfolio›$300.4K
Cornerstone Wealth Group, LLC5,951
0.0% of portfolio›$295.6K
MGO One Seven LLC5,757
0.0% of portfolio›$286.0K
Retirement Planning Group, LLC5,672
0.0% of portfolio›$281.8K
Financial Network Wealth Advisors LLC5,614
0.3% of portfolio›$278.9K
Visionary Wealth Advisors5,521
0.0% of portfolio›$274.3K
City Holding Co5,500
0.0% of portfolio›$273.2K
Clay Northam Wealth Management, LLC5,310
0.1% of portfolio›$263.8K
Commerce Advisors, LLC5,225
0.1% of portfolio›$259.6K
Integral Investment Advisors, Inc.5,085
0.1% of portfolio›$252.6K
BridgePort Financial Solutions, LLC4,965
0.1% of portfolio›$246.7K
Signature Estate & Investment Advisors LLC4,907
0.0% of portfolio›$243.8K
Pacific Park Financial, Inc.4,740
0.1% of portfolio›$235.5K
William Mack & Associates, Inc.4,500
0.1% of portfolio›$223.6K
Avantax Planning Partners, Inc.4,429
0.0% of portfolio›$220.0K
Partners Wealth Management, LLC4,397
0.0% of portfolio›$218.4K
Gradient Investments LLC4,379
0.0% of portfolio›$217.5K
Occidental Asset Management, LLC4,308
0.0% of portfolio›$214.0K
Stirlingshire Investments, Inc.4,163
0.1% of portfolio›$206.8K
Capital Investment Advisory Services, LLC4,099
0.0% of portfolio›$203.6K
Buska Wealth Management, LLC4,031
0.1% of portfolio›$200.3K
Signaturefd, LLC3,243
0.0% of portfolio›$161.1K
IFS Advisors, LLC2,667
0.0% of portfolio›$132.5K
PFS Partners, LLC2,142
0.0% of portfolio›$106.4K
Wagner Wealth Management, LLC2,000
0.0% of portfolio›$99.4K
AlphaCore Capital LLC1,900
0.0% of portfolio›$94.4K
Comprehensive Financial Planning, Inc.1,659
0.0% of portfolio›$82.4K
EverSource Wealth Advisors, LLC1,439
0.0% of portfolio›$71.5K
Chapman Financial Group, LLC1,200
0.0% of portfolio›$59.6K
Evermay Wealth Management LLC615
0.0% of portfolio›$30.6K
Reicon Wealth Advisors, LLC612
0.0% of portfolio›$30.4K
Tounjian Advisory Partners, LLC505
0.0% of portfolio›$25.1K
Compass Financial Management LLC197
0.0% of portfolio›$9.8K
Larson Financial Group LLC190
0.0% of portfolio›$9.4K
Assetmark, Inc123
0.0% of portfolio›$6.1K
StyleTurnoverLocationFiled
Brookstone Capital Management
641,814$31.9M0.3%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
579,194$28.8M0.0%ETFLowWaltham, MA2026-11-02
Berkshire Money Management, Inc.
531,587$26.4M2.3%ETFMediumDalton, MA2026-10-21
Wealth Enhancement Advisory Services, LLC
434,530$20.4M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
329,970$16.4M0.0%CoreLowAustin, TX2026-11-02
US Bancorp \de\
273,273$13.6M0.0%IndexLowMinneapolis, MN2026-11-05
Cambridge Investment Research Advisors, Inc.
204,548$10.2M0.1%ETFLowFairfield, IA2026-11-02
CoreCap Advisors, LLC
199,942$9.9M0.3%ETFMediumSouthfield, MI2026-10-08
AA Financial Advisors, LLC
190,719$9.5M1.1%ETFMediumColumbus, OH2026-10-19
Cornerstone Wealth, LLC
173,977$8.6M4.1%ETFMediumGreeneville, TN2026-10-28
Triad Wealth Partners, LLC
172,476$8.6M0.5%ETFMediumLawrence, KS2026-10-26
MBL Wealth, LLC
153,577$7.6M0.5%ETFLowCharlotte, NC2026-10-22
Southland Equity Partners LLC
146,994$7.3M1.3%ETFLowWildwood, MO2026-10-14
Truist Financial Corp
144,454$7.2M0.0%CoreLowCharlotte, NC2026-10-30
Forvis Mazars Wealth Advisors, LLC
119,870$6.0M0.1%ETFVery LowSpringfield, MO2026-10-13
Weaver Consulting Group
113,406$5.6M1.1%ETFLowHuntington Beach, CA2026-10-07
Signal Advisors Wealth, LLC
111,576$5.5M0.2%ETFLowDetroit, MI2026-10-13
Founders Financial Securities LLC
96,833$4.8M0.2%ETFMediumTowson, MD2026-10-28
Concurrent Investment Advisors, LLC
93,365$4.6M0.0%GrowthMediumTampa, FL2026-10-16
CRA Financial Services, LLC
83,293$4.1M0.5%ETFVery LowNorthfield, NJ2026-10-16
Straight Path Wealth Management
75,127$3.7M0.8%ETFLowJenison, MI2026-10-23
Farther Finance Advisors, LLC
74,202$3.7M0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
71,468$3.6M0.1%GrowthMediumMclean, VA2026-10-30
McAdam, LLC
66,911$3.3M0.1%ETFLowPhiladelphia, PA2026-10-21
Global Strategic Investment Solutions, LLC
63,224$3.1M0.3%ETFLowScottsdale, AZ2026-10-16
Elmwood Wealth Management, Inc.
60,047$3.0M0.7%ETFLowBerkeley, CA2026-10-14
Capital Square, LLC
58,668$2.9M1.3%YieldMediumAthens, TN2026-10-19
Weaver Capital Management LLC
55,440$2.8M0.5%GrowthMediumSuwanee, GA2026-10-15
Fortune Financial Group, Inc.
52,064$2.6M2.3%ETFHighNaples, FL2026-10-22
Blue Bell Private Wealth Management, LLC
51,661$2.6M0.3%YieldVery LowBlue Bell, PA2026-10-29
Encompass More Asset Management
47,018$2.3M0.3%ETFHighDanville, CA2026-10-16
Long Island Wealth Management, Inc.
45,757$2.3M0.9%ETFLowMelville, NY2026-10-20
James T. Borello RIA
44,330$2.2M0.5%ETFVery LowEast Dundee, IL2026-10-16
Lido Advisors, LLC
43,603$2.2M0.0%GrowthLowLos Angeles, CA2026-11-04
IFP Advisors, Inc
42,622$2.1M0.0%GrowthLowTampa, FL2026-10-16
Jacobi Capital Management LLC
41,688$2.1M0.1%CoreLowPittston, PA2026-11-05
Integrity Advisory Solutions, LLC
41,573$2.1M0.2%ETFMediumDallas, TX2026-10-29
Sagespring Wealth Partners, LLC
39,805$2.0M0.0%ETFLowFranklin, TN2026-10-22
Atria Investments, Inc
38,967$1.9M0.0%CoreMediumCharlotte, NC2026-10-15
BCS Wealth Management
38,747$1.9M0.3%ETFVery LowJohnson City, TN2026-11-03
Patriot Financial Group Insurance Agency, LLC
37,517$1.9M0.2%GrowthLowWalpole, MA2026-10-14
Trek Financial, LLC
37,042$1.8M0.1%ETFHighScottsdale, AZ2026-10-29
Wisconsin Wealth Advisors, LLC
36,820$1.8M1.5%ETFLowSun Prairie, WI2026-10-08
Outlook Wealth Advisors, LLC
36,712$1.8M0.4%ETFMediumShenandoah, TX2026-10-28
KFG Wealth Management, LLC
36,405$1.8M0.2%ETFMediumGranger, IN2026-10-16
ARS Wealth Advisors Group, LLC
35,750$1.8M0.1%CoreLowSt. Petersburg, FL2026-10-16
Chicago Partners Investment Group LLC
35,652$1.8M0.0%GARPLowChicago, IL2026-10-27
Diligent Investors, LLC
34,876$1.7M0.4%CoreLowRedlands, CA2026-10-21
O'Connor Financial Group LLC
34,847$1.7M0.6%ETFLowQuincy, IL2026-10-26
Corrado Advisors, LLC
34,800$1.7M0.9%CoreMediumRamsey, NJ2026-10-27
BFI Wealth Solutions, LLC
33,794$1.7M1.2%ETFLowDallas, TX2026-10-16
Cornerstone Planning Group LLC
33,196$1.7M0.2%ETFMediumFairfield, NJ2026-10-16
ATX Financial Planning, LLC
31,445$1.6M1.0%ETFHighAustin, TX2026-10-14
Simplicity Wealth,LLC
31,422$1.6M0.0%ETFLowSummit, NJ2026-10-23
Keystone Wealth Services, LLC
31,355$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
Cypress Wealth Services, LLC
30,776$1.5M0.2%ETFLowPalm Desert, CA2026-10-21
Lineweaver Wealth Advisors, LLC
28,332$1.4M0.2%ETFLowValley View, OH2026-10-13
WealthPlan Investment Management, LLC
28,133$1.4M0.1%GrowthMediumOmaha, NE2026-10-15
NorthCrest Asset Manangement, LLC
27,127$1.4M0.0%GrowthLowPlymouth, MN2026-10-13
Creative Planning
26,737$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Chris Bulman Inc
26,003$1.3M0.5%ETFLowRoseville, CA2026-10-20
Kearns & Associates LLC
25,755$1.3M0.6%ETFVery LowPalos Verdes Estates, CA2026-10-09
Global Assets Advisory, LLC
24,699$1.2M0.3%GrowthHighOrlando, FL2026-10-28
Independent Financial Group, LLC
24,656$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
Nations Financial Group Inc,
24,639$1.2M0.1%CoreLowCedar Rapids, IA2026-11-05
Ascent Wealth Partners, LLC
24,375$1.2M0.1%GrowthLowNew Hartford, NY2026-10-23
Castle Rock Wealth Management, LLC
23,991$1.2M0.2%GrowthMediumWalnut Creek, CA2026-10-09
Gill Capital Partners, LLC
23,004$1.1M0.3%ETFLowDenver, CO2026-10-13
Midwest Financial Network, LLC
22,667$1.1M0.8%ETFHighTinley Park, IL2026-10-13
Axxcess Wealth Management, LLC
21,495$1.1M0.0%CoreLowCarlsbad, CA2026-10-21
Dynamic Advisor Solutions LLC
20,790$1.0M0.0%ETFLowPhoenix, AZ2026-10-13
RFG Advisory, LLC
20,673$1.0M0.0%ETFMediumBirmingham, AL2026-11-03
Fragasso Financial Advisors Inc
20,372$1.0M0.1%ETFLowSewickley, PA2026-10-13
Riverchase Wealth Management, LLC
20,240$1.0M0.5%ETFMediumFlower Mound, TX2026-10-28
Sigma Planning Corp
19,444$966.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Fiduciary Financial Group, LLC
19,003$944.1K0.1%ETFLowSan Rafael, CA2026-10-13
Certified Advisory Corp
18,093$898.9K0.1%ETFLowAltamonte Springs, FL2026-10-29
J.W. Cole Advisors, Inc.
17,696$879.1K0.0%IndexLowTampa, FL2026-11-05
City Center Advisors, LLC
16,989$844.0K0.6%ETFMediumTroy, MI2026-10-08
Cardinal Point Capital Management ULC
16,673$828.3K0.0%ValueLowToronto, Australia2026-10-21
Todd Wealth Management, LLC
16,536$821.5K0.6%GARPVery LowVenice, FL2026-10-19
Ashton Thomas Private Wealth, LLC
16,422$815.8K0.0%CoreMediumScottsdale, AZ2026-11-03
AdvisorNet Financial, Inc
14,962$747.5K0.0%ETFLowMinnetonka, MN2026-10-15
Jessup Wealth Management, Inc
13,782$684.7K0.1%GrowthMediumDayton, OH2026-10-20
Creative Financial Designs Inc
13,558$673.6K0.0%ETFMediumKokomo, IN2026-11-04
BIP Wealth, LLC
13,484$669.9K0.0%ETFMediumAtlanta, GA2026-10-22
Dhjj Financial Advisors, Ltd.
13,454$668.4K0.2%ETFVery LowNaperville, IL2026-10-23
WealthPLAN Partners, LLC
13,181$654.8K0.1%CoreMediumOmaha, NE2026-10-15
Altfest L J & Co Inc
12,758$633.8K0.1%ETFHighNew York, NY2026-10-27
Focus Financial Network, Inc.
12,470$619.5K0.0%ETFLowMinneapolis, MN2026-10-14
Quest 10 Wealth Builders, Inc.
12,446$614.3K0.5%ETFLowFuquay-Varina, VA2026-11-02
Pinnacle Wealth Management Group, Inc.
12,335$612.8K0.3%ETFMediumPlymouth, MI2026-10-15
FAI Advisors, Inc.
12,219$607.0K0.2%GrowthLowFarmington Hills, MI2026-10-27
XML Financial, LLC
12,174$604.8K0.0%ETFLowBethesda, MD2026-10-29
Alliance Wealth Advisors, LLC
11,200$556.4K0.2%CoreVery LowScranton, PA2026-10-14
Sovran Advisors, LLC
11,142$557.4K0.0%ETFMediumSan Diego, CA2026-11-02
Blue Water Asset Management
10,398$516.6K0.2%ETFLowGrand Rapids, MI2026-11-04
Schulz Wealth, Ltd.
10,353$514.3K0.2%ETFVery LowMansfield, TX2026-11-03
PFG Advisors
9,641$479.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Atticus Wealth Management, LLC
9,540$473.9K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Michels Family Financial, LLC
9,200$457.1K0.3%ETFLowFort Worth, TX2026-11-02
Journey Retirement Planning & Investment Management LLC
8,505$422.5K0.3%CoreLowAmmon, ID2026-10-09
Advisory Solutions Group, LLC
8,453$419.9K0.1%ETFN/APlymouth, MN2026-10-14
Blue Sky Capital Consultants Group, Inc.
8,131$403.9K0.2%GrowthMediumPoway, CA2026-10-13
Diversify Advisory Services, LLC
8,090$405.2K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
8,090$405.2K0.0%GrowthMediumSandy, UT2026-10-20
Clear Point Advisors Inc.
8,078$401.3K0.3%ETFMediumMelville, NY2026-10-30
Advisor OS, LLC
8,026$398.7K0.0%ETFMediumChicago, IL2026-11-03
Koshinski Asset Management, Inc.
7,985$396.7K0.0%ETFLowDecatur, IL2026-10-29
Cape Investment Advisory, Inc.
7,700$382.5K0.1%ETFLowMcdonough, GA2026-10-13
Three Seasons Wealth, LLC
7,225$358.9K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Retirement Guys Formula LLC
7,163$355.9K0.1%CoreMediumMaumee, OH2026-10-26
Archer Investment Corp
6,715$333.6K0.1%CoreMediumCarmel, IN2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
6,711$333.4K0.0%ETFMediumWestlake, OH2026-10-14
Galvin, Gaustad & Stein, LLC
6,601$328.0K0.0%CoreMediumScottsdale, AZ2026-10-08
Provenance Wealth Advisors, LLC
6,502$323.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Brown Wealth Management, LLC
6,275$311.7K0.1%ETFMediumNaperville, IL2026-10-20
Southern Capital Services Inc
6,153$305.7K0.2%ETFMediumDaphne, AL2026-10-19
OFS Enterprise LLC
6,146$305.3K0.1%ETFVery LowKearney, NE2026-10-16
Goldstein Advisors, LLC
6,054$300.8K0.0%ETFMediumMadison, WI2026-10-15
Ballast Rock Private Wealth LLC
6,046$300.4K0.1%ETFMediumCharleston, SC2026-10-26
Cornerstone Wealth Group, LLC
5,951$295.6K0.0%CoreMediumHuntersville, NC2026-11-02
MGO One Seven LLC
5,757$286.0K0.0%GrowthLowBeachwood, OH2026-10-28
Retirement Planning Group, LLC
5,672$281.8K0.0%ETFVery LowLeawood, KS2026-10-19
Financial Network Wealth Advisors LLC
5,614$278.9K0.3%ETFLowMurray, UT2026-10-28
Visionary Wealth Advisors
5,521$274.3K0.0%ETFLowO'Fallon, IL2026-11-04
City Holding Co
5,500$273.2K0.0%CoreLowCharleston, WV2026-10-19
Clay Northam Wealth Management, LLC
5,310$263.8K0.1%GrowthVery LowHuntington Beach, CA2026-10-13
Commerce Advisors, LLC
5,225$259.6K0.1%ETFLowMemphis, TN2026-10-19
Integral Investment Advisors, Inc.
5,085$252.6K0.1%ETFVery LowTurlock, CA2026-11-03
BridgePort Financial Solutions, LLC
4,965$246.7K0.1%ETFLowFairfield, IA2026-11-02
Signature Estate & Investment Advisors LLC
4,907$243.8K0.0%ETFMediumLos Angeles, CA2026-10-13
Pacific Park Financial, Inc.
4,740$235.5K0.1%ETFMediumLagina Hills, CA2026-10-13
William Mack & Associates, Inc.
4,500$223.6K0.1%ETFLowTroy, MI2026-10-27
Avantax Planning Partners, Inc.
4,429$220.0K0.0%ETFLowDubuque, IA2026-11-03
Partners Wealth Management, LLC
4,397$218.4K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Gradient Investments LLC
4,379$217.5K0.0%CoreMediumArden Hills, MN2026-10-08
Occidental Asset Management, LLC
4,308$214.0K0.0%GrowthLowBurlingame, CA2026-11-05
Stirlingshire Investments, Inc.
4,163$206.8K0.1%ETFMediumNew York, NY2026-11-05
Capital Investment Advisory Services, LLC
4,099$203.6K0.0%CoreMediumRaleigh, NC2026-10-30
Buska Wealth Management, LLC
4,031$200.3K0.1%ETFMediumWausau, WI2026-10-08
Signaturefd, LLC
3,243$161.1K0.0%IndexLowAtlanta, GA2026-10-23
IFS Advisors, LLC
2,667$132.5K0.0%ETFLowOverland Park, KS2026-10-14
PFS Partners, LLC
2,142$106.4K0.0%ETFVery LowMine Hill, NJ2026-10-21
Wagner Wealth Management, LLC
2,000$99.4K0.0%ETFLowGreenville, SC2026-10-21
AlphaCore Capital LLC
1,900$94.4K0.0%ETFLowLa Jolla, CA2026-11-04
Comprehensive Financial Planning, Inc.
1,659$82.4K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
EverSource Wealth Advisors, LLC
1,439$71.5K0.0%CoreMediumBirmingham, AL2026-11-04
Chapman Financial Group, LLC
1,200$59.6K0.0%CoreVery LowHonolulu, HI2026-10-26
Evermay Wealth Management LLC
615$30.6K0.0%ETFLowArlington, VA2026-11-05
Reicon Wealth Advisors, LLC
612$30.4K0.0%ETFLowAtlanta, GA2026-11-04
Tounjian Advisory Partners, LLC
505$25.1K0.0%GrowthHighFort Myers, FL2026-11-04
Compass Financial Management LLC
197$9.8K0.0%CoreN/ATampa, FL2026-10-30
Larson Financial Group LLC
190$9.4K0.0%GrowthLowSt Louis, MO2026-11-05
Assetmark, Inc
123$6.1K0.0%ETFLowConcord, CA2026-10-21