Innovator U.S. Equity Power (PJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Brookstone Capital Management

INCREASED

Shares641,814 from 116,873

Change+524,941 (+449%)

Value$31.9M (+$26.2M)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares579,194 from 637,862

Change-58,668 (-9%)

Value$28.8M (-$2.4M)

Filed 2026-11-02

Berkshire Money Management, Inc.

INCREASED

Shares531,587 from 44,137

Change+487,450 (+1104%)

Value$26.4M (+$24.3M)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares434,530 from 132,344

Change+302,186 (+228%)

Value$20.4M (+$14.5M)

Filed 2026-10-13

Kestra Advisory Services, LLC

DECREASED

Shares329,970 from 337,377

Change-7,407 (-2%)

Value$16.4M (-$74.5K)

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares273,273 from 76,020

Change+197,253 (+259%)

Value$13.6M (+$9.9M)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares204,548 from 199,717

Change+4,831 (+2%)

Value$10.2M (+$414.0K)

Filed 2026-11-02

CoreCap Advisors, LLC

INCREASED

Shares199,942 from 197,873

Change+2,069 (+1%)

Value$9.9M (+$274.9K)

Filed 2026-10-08

AA Financial Advisors, LLC

INCREASED

Shares190,719 from 171,208

Change+19,511 (+11%)

Value$9.5M (+$1.1M)

Filed 2026-10-19

Cornerstone Wealth, LLC

DECREASED

Shares173,977 from 174,581

Change-604 (0%)

Value$8.6M (+$66.0K)

Filed 2026-10-28

Triad Wealth Partners, LLC

INCREASED

Shares172,476 from 149,663

Change+22,813 (+15%)

Value$8.6M (+$1.2M)

Filed 2026-10-26

MBL Wealth, LLC

INCREASED

Shares153,577 from 141,059

Change+12,518 (+9%)

Value$7.6M (+$744.6K)

Filed 2026-10-22

Southland Equity Partners LLC

DECREASED

Shares146,994 from 147,610

Change-616 (0%)

Value$7.3M (+$97.8K)

Filed 2026-10-14

Truist Financial Corp

DECREASED

Shares144,454 from 147,224

Change-2,770 (-2%)

Value$7.2M (-$9.5K)

Filed 2026-10-30

Forvis Mazars Wealth Advisors, LLC

DECREASED

Shares119,870 from 124,593

Change-4,723 (-4%)

Value$6.0M (-$126.2K)

Filed 2026-10-13

Weaver Consulting Group

INCREASED

Shares113,406 from 111,593

Change+1,813 (+2%)

Value$5.6M (+$187.2K)

Filed 2026-10-07

Signal Advisors Wealth, LLC

INCREASED

Shares111,576 from 110,647

Change+929 (+1%)

Value$5.5M (+$142.4K)

Filed 2026-10-13

Founders Financial Securities LLC

INCREASED

Shares96,833 from 83,380

Change+13,453 (+16%)

Value$4.8M (+$740.9K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

INCREASED

Shares93,365 from 9,239

Change+84,126 (+911%)

Value$4.6M (+$4.2M)

Filed 2026-10-16

CRA Financial Services, LLC

INCREASED

Shares83,293 from 67,793

Change+15,500 (+23%)

Value$4.1M (+$829.0K)

Filed 2026-10-16

Straight Path Wealth Management

INCREASED

Shares75,127 from 72,431

Change+2,696 (+4%)

Value$3.7M (+$197.0K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares74,202 from 82,671

Change-8,469 (-10%)

Value$3.7M (-$348.8K)

Filed 2026-10-08

Spire Wealth Management

INCREASED

Shares71,468 from 60,667

Change+10,801 (+18%)

Value$3.6M (+$589.4K)

Filed 2026-10-30

McAdam, LLC

DECREASED

Shares66,911 from 72,321

Change-5,410 (-7%)

Value$3.3M (-$205.9K)

Filed 2026-10-21

Global Strategic Investment Solutions, LLC

UNCHANGED

Shares63,224 from 63,224

Change0 (0%)

Value$3.1M (+$55.0K)

Filed 2026-10-16

Elmwood Wealth Management, Inc.

DECREASED

Shares60,047 from 60,502

Change-455 (-1%)

Value$3.0M (+$30.0K)

Filed 2026-10-14

Capital Square, LLC

INCREASED

Shares58,668 from 46,862

Change+11,806 (+25%)

Value$2.9M (+$613.0K)

Filed 2026-10-19

Weaver Capital Management LLC

INCREASED

Shares55,440 from 54,819

Change+621 (+1%)

Value$2.8M (+$234.4K)

Filed 2026-10-15

Fortune Financial Group, Inc.

INCREASED

Shares52,064 from 32,287

Change+19,777 (+61%)

Value$2.6M (+$1.0M)

Filed 2026-10-22

Blue Bell Private Wealth Management, LLC

DECREASED

Shares51,661 from 53,176

Change-1,515 (-3%)

Value$2.6M (-$29.0K)

Filed 2026-10-29

Encompass More Asset Management

INCREASED

Shares47,018 from 18,662

Change+28,356 (+152%)

Value$2.3M (+$1.4M)

Filed 2026-10-16

Long Island Wealth Management, Inc.

INCREASED

Shares45,757 from 44,057

Change+1,700 (+4%)

Value$2.3M (+$122.8K)

Filed 2026-10-20

James T. Borello RIA

INCREASED

Shares44,330 from 41,068

Change+3,262 (+8%)

Value$2.2M (+$197.8K)

Filed 2026-10-16

Lido Advisors, LLC

INCREASED

Shares43,603 from 19,695

Change+23,908 (+121%)

Value$2.2M (+$1.2M)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares42,622 from 39,554

Change+3,068 (+8%)

Value$2.1M (+$186.8K)

Filed 2026-10-16

Jacobi Capital Management LLC

UNCHANGED

Shares41,688 from 41,688

Change0 (0%)

Value$2.1M (+$36.3K)

Filed 2026-11-05

Integrity Advisory Solutions, LLC

INCREASED

Shares41,573 from 30,468

Change+11,105 (+36%)

Value$2.1M (+$578.2K)

Filed 2026-10-29

Sagespring Wealth Partners, LLC

INCREASED

Shares39,805 from 4,846

Change+34,959 (+721%)

Value$2.0M (+$1.7M)

Filed 2026-10-22

Atria Investments, Inc

INCREASED

Shares38,967 from 38,619

Change+348 (+1%)

Value$1.9M (+$50.9K)

Filed 2026-10-15

BCS Wealth Management

DECREASED

Shares38,747 from 39,806

Change-1,059 (-3%)

Value$1.9M (-$18.0K)

Filed 2026-11-03

Patriot Financial Group Insurance Agency, LLC

INCREASED

Shares37,517 from 35,662

Change+1,855 (+5%)

Value$1.9M (+$123.2K)

Filed 2026-10-14

Trek Financial, LLC

INCREASED

Shares37,042 from 31,181

Change+5,861 (+19%)

Value$1.8M (+$318.3K)

Filed 2026-10-29

Wisconsin Wealth Advisors, LLC

UNCHANGED

Shares36,820 from 36,820

Change0 (0%)

Value$1.8M (+$32.0K)

Filed 2026-10-08

Outlook Wealth Advisors, LLC

DECREASED

Shares36,712 from 40,776

Change-4,064 (-10%)

Value$1.8M (-$166.4K)

Filed 2026-10-28

KFG Wealth Management, LLC

DECREASED

Shares36,405 from 36,446

Change-41 (0%)

Value$1.8M (+$29.7K)

Filed 2026-10-16

ARS Wealth Advisors Group, LLC

DECREASED

Shares35,750 from 36,018

Change-268 (-1%)

Value$1.8M (+$18.0K)

Filed 2026-10-16

Chicago Partners Investment Group LLC

UNCHANGED

Shares35,652 from 35,652

Change0 (0%)

Value$1.8M (+$38.1K)

Filed 2026-10-27

Diligent Investors, LLC

INCREASED

Shares34,876 from 34,216

Change+660 (+2%)

Value$1.7M (+$62.6K)

Filed 2026-10-21

O'Connor Financial Group LLC

INCREASED

Shares34,847 from 34,827

Change+20 (+0%)

Value$1.7M (+$31.3K)

Filed 2026-10-26

Corrado Advisors, LLC

DECREASED

Shares34,800 from 35,766

Change-966 (-3%)

Value$1.7M (-$16.9K)

Filed 2026-10-27

BFI Wealth Solutions, LLC

DECREASED

Shares33,794 from 48,909

Change-15,115 (-31%)

Value$1.7M (-$705.4K)

Filed 2026-10-16

Cornerstone Planning Group LLC

UNCHANGED

Shares33,196 from 33,196

Change0 (0%)

Value$1.7M (+$46.5K)

Filed 2026-10-16

ATX Financial Planning, LLC

INCREASED

Shares31,445 from 6,695

Change+24,750 (+370%)

Value$1.6M (+$1.2M)

Filed 2026-10-14

Simplicity Wealth,LLC

DECREASED

Shares31,422 from 45,407

Change-13,985 (-31%)

Value$1.6M (-$655.3K)

Filed 2026-10-23

Keystone Wealth Services, LLC

UNCHANGED

Shares31,355 from 31,355

Change0 (0%)

Value$1.6M (+$28.2K)

Filed 2026-11-03

Cypress Wealth Services, LLC

INCREASED

Shares30,776 from 30,531

Change+245 (+1%)

Value$1.5M (+$56.9K)

Filed 2026-10-21

Lineweaver Wealth Advisors, LLC

INCREASED

Shares28,332 from 12,677

Change+15,655 (+123%)

Value$1.4M (+$788.8K)

Filed 2026-10-13

WealthPlan Investment Management, LLC

DECREASED

Shares28,133 from 29,169

Change-1,036 (-4%)

Value$1.4M (-$26.1K)

Filed 2026-10-15

NorthCrest Asset Manangement, LLC

INCREASED

Shares27,127 from 12,099

Change+15,028 (+124%)

Value$1.4M (+$767.6K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares26,737 from 18,345

Change+8,392 (+46%)

Value$1.3M (+$432.9K)

Filed 2026-11-02

Chris Bulman Inc

INCREASED

Shares26,003 from 21,208

Change+4,795 (+23%)

Value$1.3M (+$256.7K)

Filed 2026-10-20

Kearns & Associates LLC

UNCHANGED

Shares25,755 from 25,755

Change0 (0%)

Value$1.3M (+$22.4K)

Filed 2026-10-09

Global Assets Advisory, LLC

DECREASED

Shares24,699 from 25,501

Change-802 (-3%)

Value$1.2M (-$9.5K)

Filed 2026-10-28

Independent Financial Group, LLC

INCREASED

Shares24,656 from 21,656

Change+3,000 (+14%)

Value$1.2M (+$167.9K)

Filed 2026-10-13

Nations Financial Group Inc,

NEW

Shares24,639

Change+24,639

Value$1.2M

Filed 2026-11-05

Ascent Wealth Partners, LLC

DECREASED

Shares24,375 from 27,325

Change-2,950 (-11%)

Value$1.2M (-$122.8K)

Filed 2026-10-23

Castle Rock Wealth Management, LLC

DECREASED

Shares23,991 from 24,923

Change-932 (-4%)

Value$1.2M (-$8.2K)

Filed 2026-10-09

Gill Capital Partners, LLC

INCREASED

Shares23,004 from 20,884

Change+2,120 (+10%)

Value$1.1M (+$123.5K)

Filed 2026-10-13

Midwest Financial Network, LLC

DECREASED

Shares22,667 from 37,694

Change-15,027 (-40%)

Value$1.1M (-$713.8K)

Filed 2026-10-13

Axxcess Wealth Management, LLC

DECREASED

Shares21,495 from 21,723

Change-228 (-1%)

Value$1.1M (+$7.6K)

Filed 2026-10-21

Dynamic Advisor Solutions LLC

INCREASED

Shares20,790 from 19,462

Change+1,328 (+7%)

Value$1.0M (+$82.9K)

Filed 2026-10-13

RFG Advisory, LLC

DECREASED

Shares20,673 from 21,250

Change-577 (-3%)

Value$1.0M (-$10.2K)

Filed 2026-11-03

Fragasso Financial Advisors Inc

DECREASED

Shares20,372 from 21,509

Change-1,137 (-5%)

Value$1.0M (-$24.7K)

Filed 2026-10-13

Riverchase Wealth Management, LLC

INCREASED

Shares20,240 from 8,258

Change+11,982 (+145%)

Value$1.0M (+$602.5K)

Filed 2026-10-28

Sigma Planning Corp

INCREASED

Shares19,444 from 18,783

Change+661 (+4%)

Value$966.0K (+$49.2K)

Filed 2026-10-23

Fiduciary Financial Group, LLC

UNCHANGED

Shares19,003 from 19,003

Change0 (0%)

Value$944.1K (+$16.5K)

Filed 2026-10-13

Certified Advisory Corp

DECREASED

Shares18,093 from 57,993

Change-39,900 (-69%)

Value$898.9K (-$1.9M)

Filed 2026-10-29

J.W. Cole Advisors, Inc.

INCREASED

Shares17,696 from 14,231

Change+3,465 (+24%)

Value$879.1K (+$184.5K)

Filed 2026-11-05

City Center Advisors, LLC

INCREASED

Shares16,989 from 16,290

Change+699 (+4%)

Value$844.0K (+$48.9K)

Filed 2026-10-08

Cardinal Point Capital Management ULC

DECREASED

Shares16,673 from 18,408

Change-1,735 (-9%)

Value$828.3K (-$70.2K)

Filed 2026-10-21

Todd Wealth Management, LLC

DECREASED

Shares16,536 from 18,968

Change-2,432 (-13%)

Value$821.5K (-$104.3K)

Filed 2026-10-19

Ashton Thomas Private Wealth, LLC

INCREASED

Shares16,422 from 5,871

Change+10,551 (+180%)

Value$815.8K (+$529.3K)

Filed 2026-11-03

AdvisorNet Financial, Inc

DECREASED

Shares14,962 from 15,446

Change-484 (-3%)

Value$747.5K (-$6.4K)

Filed 2026-10-15

Jessup Wealth Management, Inc

INCREASED

Shares13,782 from 13,754

Change+28 (+0%)

Value$684.7K (+$13.3K)

Filed 2026-10-20

Creative Financial Designs Inc

DECREASED

Shares13,558 from 13,565

Change-7 (0%)

Value$673.6K (+$11.5K)

Filed 2026-11-04

BIP Wealth, LLC

DECREASED

Shares13,484 from 14,326

Change-842 (-6%)

Value$669.9K (-$29.4K)

Filed 2026-10-22

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares13,454 from 13,454

Change0 (0%)

Value$668.4K (+$11.7K)

Filed 2026-10-23

WealthPLAN Partners, LLC

INCREASED

Shares13,181 from 12,051

Change+1,130 (+9%)

Value$654.8K (+$66.6K)

Filed 2026-10-15

Altfest L J & Co Inc

UNCHANGED

Shares12,758 from 12,758

Change0 (0%)

Value$633.8K (+$11.1K)

Filed 2026-10-27

Focus Financial Network, Inc.

DECREASED

Shares12,470 from 12,558

Change-88 (-1%)

Value$619.5K (+$6.6K)

Filed 2026-10-14

Quest 10 Wealth Builders, Inc.

DECREASED

Shares12,446 from 12,483

Change-37 (0%)

Value$614.3K (+$5.0K)

Filed 2026-11-02

Pinnacle Wealth Management Group, Inc.

INCREASED

Shares12,335 from 12,080

Change+255 (+2%)

Value$612.8K (+$23.2K)

Filed 2026-10-15

FAI Advisors, Inc.

INCREASED

Shares12,219 from 11,953

Change+266 (+2%)

Value$607.0K (+$23.6K)

Filed 2026-10-27

XML Financial, LLC

UNCHANGED

Shares12,174 from 12,174

Change0 (0%)

Value$604.8K (+$10.6K)

Filed 2026-10-29

Alliance Wealth Advisors, LLC

UNCHANGED

Shares11,200 from 11,200

Change0 (0%)

Value$556.4K (+$9.7K)

Filed 2026-10-14

Sovran Advisors, LLC

UNCHANGED

Shares11,142 from 11,142

Change0 (0%)

Value$557.4K (+$14.4K)

Filed 2026-11-02

Blue Water Asset Management

UNCHANGED

Shares10,398 from 10,398

Change0 (0%)

Value$516.6K (+$9.0K)

Filed 2026-11-04

Schulz Wealth, Ltd.

UNCHANGED

Shares10,353 from 10,353

Change0 (0%)

Value$514.3K (+$9.0K)

Filed 2026-11-03

PFG Advisors

INCREASED

Shares9,641 from 9,157

Change+484 (+5%)

Value$479.0K (+$32.0K)

Filed 2026-10-16

Atticus Wealth Management, LLC

DECREASED

Shares9,540 from 9,680

Change-140 (-1%)

Value$473.9K (+$1.5K)

Filed 2026-10-20

Michels Family Financial, LLC

INCREASED

Shares9,200 from 7,600

Change+1,600 (+21%)

Value$457.1K (+$86.1K)

Filed 2026-11-02

Journey Retirement Planning & Investment Management LLC

INCREASED

Shares8,505 from 8,214

Change+291 (+4%)

Value$422.5K (+$21.6K)

Filed 2026-10-09

Advisory Solutions Group, LLC

NEW

Shares8,453

Change+8,453

Value$419.9K

Filed 2026-10-14

Blue Sky Capital Consultants Group, Inc.

INCREASED

Shares8,131 from 4,980

Change+3,151 (+63%)

Value$403.9K (+$160.9K)

Filed 2026-10-13

Diversify Wealth Management, LLC

UNCHANGED

Shares8,090 from 8,090

Change0 (0%)

Value$405.2K (+$11.4K)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares8,090 from 8,090

Change0 (0%)

Value$405.2K (+$11.4K)

Filed 2026-10-20

Clear Point Advisors Inc.

NEW

Shares8,078

Change+8,078

Value$401.3K

Filed 2026-10-30

Advisor OS, LLC

UNCHANGED

Shares8,026 from 8,026

Change0 (0%)

Value$398.7K (+$7.0K)

Filed 2026-11-03

Koshinski Asset Management, Inc.

INCREASED

Shares7,985 from 7,465

Change+520 (+7%)

Value$396.7K (+$32.3K)

Filed 2026-10-29

Cape Investment Advisory, Inc.

INCREASED

Shares7,700 from 5,700

Change+2,000 (+35%)

Value$382.5K (+$104.3K)

Filed 2026-10-13

Three Seasons Wealth, LLC

DECREASED

Shares7,225 from 8,341

Change-1,116 (-13%)

Value$358.9K (-$48.2K)

Filed 2026-11-03

Retirement Guys Formula LLC

UNCHANGED

Shares7,163 from 7,163

Change0 (0%)

Value$355.9K (+$6.2K)

Filed 2026-10-26

Archer Investment Corp

INCREASED

Shares6,715 from 495

Change+6,220 (+1257%)

Value$333.6K (+$309.4K)

Filed 2026-11-05

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

INCREASED

Shares6,711 from 6,091

Change+620 (+10%)

Value$333.4K (+$36.1K)

Filed 2026-10-14

Galvin, Gaustad & Stein, LLC

DECREASED

Shares6,601 from 6,671

Change-70 (-1%)

Value$328.0K (+$2.4K)

Filed 2026-10-08

Provenance Wealth Advisors, LLC

NEW

Shares6,502

Change+6,502

Value$323.0K

Filed 2026-10-30

Brown Wealth Management, LLC

DECREASED

Shares6,275 from 6,305

Change-30 (0%)

Value$311.7K (+$4.0K)

Filed 2026-10-20

Southern Capital Services Inc

UNCHANGED

Shares6,153 from 6,153

Change0 (0%)

Value$305.7K (+$5.4K)

Filed 2026-10-19

OFS Enterprise LLC

UNCHANGED

Shares6,146 from 6,146

Change0 (0%)

Value$305.3K (+$5.3K)

Filed 2026-10-16

Goldstein Advisors, LLC

INCREASED

Shares6,054 from 5,357

Change+697 (+13%)

Value$300.8K (+$39.3K)

Filed 2026-10-15

Ballast Rock Private Wealth LLC

INCREASED

Shares6,046 from 5,674

Change+372 (+7%)

Value$300.4K (+$23.4K)

Filed 2026-10-26

Cornerstone Wealth Group, LLC

UNCHANGED

Shares5,951 from 5,951

Change0 (0%)

Value$295.6K (+$5.2K)

Filed 2026-11-02

MGO One Seven LLC

UNCHANGED

Shares5,757 from 5,757

Change0 (0%)

Value$286.0K (+$5.0K)

Filed 2026-10-28

Retirement Planning Group, LLC

UNCHANGED

Shares5,672 from 5,672

Change0 (0%)

Value$281.8K (+$4.9K)

Filed 2026-10-19

Financial Network Wealth Advisors LLC

DECREASED

Shares5,614 from 5,970

Change-356 (-6%)

Value$278.9K (-$12.5K)

Filed 2026-10-28

Visionary Wealth Advisors

UNCHANGED

Shares5,521 from 5,521

Change0 (0%)

Value$274.3K (+$4.8K)

Filed 2026-11-04

City Holding Co

DECREASED

Shares5,500 from 5,560

Change-60 (-1%)

Value$273.2K (+$1.9K)

Filed 2026-10-19

Clay Northam Wealth Management, LLC

UNCHANGED

Shares5,310 from 5,310

Change0 (0%)

Value$263.8K (+$4.6K)

Filed 2026-10-13

Commerce Advisors, LLC

DECREASED

Shares5,225 from 5,825

Change-600 (-10%)

Value$259.6K (-$24.7K)

Filed 2026-10-19

Integral Investment Advisors, Inc.

UNCHANGED

Shares5,085 from 5,085

Change0 (0%)

Value$252.6K (+$4.4K)

Filed 2026-11-03

BridgePort Financial Solutions, LLC

UNCHANGED

Shares4,965 from 4,965

Change0 (0%)

Value$246.7K (+$4.3K)

Filed 2026-11-02

Signature Estate & Investment Advisors LLC

DECREASED

Shares4,907 from 5,508

Change-601 (-11%)

Value$243.8K (-$25.1K)

Filed 2026-10-13

Pacific Park Financial, Inc.

INCREASED

Shares4,740 from 4,624

Change+116 (+3%)

Value$235.5K (+$9.8K)

Filed 2026-10-13

William Mack & Associates, Inc.

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$223.6K (+$3.9K)

Filed 2026-10-27

Avantax Planning Partners, Inc.

UNCHANGED

Shares4,429 from 4,429

Change0 (0%)

Value$220.0K (+$3.9K)

Filed 2026-11-03

Partners Wealth Management, LLC

NEW

Shares4,397

Change+4,397

Value$218.4K

Filed 2026-10-28

Gradient Investments LLC

NEW

Shares4,379

Change+4,379

Value$217.5K

Filed 2026-10-08

Occidental Asset Management, LLC

UNCHANGED

Shares4,308 from 4,308

Change0 (0%)

Value$214.0K (+$3.7K)

Filed 2026-11-05

Stirlingshire Investments, Inc.

NEW

Shares4,163

Change+4,163

Value$206.8K

Filed 2026-11-05

Capital Investment Advisory Services, LLC

INCREASED

Shares4,099 from 2,636

Change+1,463 (+56%)

Value$203.6K (+$75.0K)

Filed 2026-10-30

Buska Wealth Management, LLC

DECREASED

Shares4,031 from 5,036

Change-1,005 (-20%)

Value$200.3K (-$45.5K)

Filed 2026-10-08

Signaturefd, LLC

UNCHANGED

Shares3,243 from 3,243

Change0 (0%)

Value$161.1K (+$2.8K)

Filed 2026-10-23

IFS Advisors, LLC

NEW

Shares2,667

Change+2,667

Value$132.5K

Filed 2026-10-14

PFS Partners, LLC

UNCHANGED

Shares2,142 from 2,142

Change0 (0%)

Value$106.4K (+$1.9K)

Filed 2026-10-21

Wagner Wealth Management, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$99.4K (+$1.7K)

Filed 2026-10-21

AlphaCore Capital LLC

UNCHANGED

Shares1,900 from 1,900

Change0 (0%)

Value$94.4K (+$1.7K)

Filed 2026-11-04

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares1,659 from 1,659

Change0 (0%)

Value$82.4K (+$1.4K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

INCREASED

Shares1,439 from 939

Change+500 (+53%)

Value$71.5K (+$25.7K)

Filed 2026-11-04

Chapman Financial Group, LLC

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$59.6K (+$1.0K)

Filed 2026-10-26

Evermay Wealth Management LLC

UNCHANGED

Shares615 from 615

Change0 (0%)

Value$30.6K (+$535)

Filed 2026-11-05

Reicon Wealth Advisors, LLC

NEW

Shares612

Change+612

Value$30.4K

Filed 2026-11-04

Tounjian Advisory Partners, LLC

NEW

Shares505

Change+505

Value$25.1K

Filed 2026-11-04

Compass Financial Management LLC

UNCHANGED

Shares197 from 197

Change0 (0%)

Value$9.8K (-$8)

Filed 2026-10-30

Larson Financial Group LLC

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$9.4K (+$165)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares123 from 35

Change+88 (+251%)

Value$6.1K (+$4.4K)

Filed 2026-10-21

StoneX Group Inc.

CLOSED

Shares0 from 7,630

Change-7,630 (-100%)

Value$0 (-$367.6K)

Filed 2026-11-03

NBT Bank, N.A.

CLOSED

Shares0 from 3,988

Change-3,988 (-100%)

Value$0 (-$194.7K)

Filed 2026-10-21

Alliancebernstein L.P.

N/A

Shares— from 3,373,890

Change-3,373,890 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 1,492,928

Change-1,492,928 (-100%)

Value—

Blair William & Co

N/A

Shares— from 533,957

Change-533,957 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 472,891

Change-472,891 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 440,919

Change-440,919 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 396,834

Change-396,834 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 386,409

Change-386,409 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 354,696

Change-354,696 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 347,450

Change-347,450 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 291,765

Change-291,765 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 291,005

Change-291,005 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 214,176

Change-214,176 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 197,777

Change-197,777 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 185,241

Change-185,241 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 170,949

Change-170,949 (-100%)

Value—

Bellwether Advisors, LLC

N/A

Shares— from 163,173

Change-163,173 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 135,415

Change-135,415 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 117,104

Change-117,104 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 113,802

Change-113,802 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 109,062

Change-109,062 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 90,374

Change-90,374 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 83,302

Change-83,302 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 81,370

Change-81,370 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 80,671

Change-80,671 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 77,294

Change-77,294 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 73,267

Change-73,267 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 70,020

Change-70,020 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 60,895

Change-60,895 (-100%)

Value—

Cassady Wealth & Retirement Planning, LLC

N/A

Shares— from 55,940

Change-55,940 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 53,012

Change-53,012 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 50,978

Change-50,978 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 46,636

Change-46,636 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 42,827

Change-42,827 (-100%)

Value—

Lakeridge Wealth Management LLC

N/A

Shares— from 41,392

Change-41,392 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 40,887

Change-40,887 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 40,320

Change-40,320 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 39,982

Change-39,982 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 39,585

Change-39,585 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 38,848

Change-38,848 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 36,960

Change-36,960 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 36,654

Change-36,654 (-100%)

Value—

Fortune Financial Advisors, LLC

N/A

Shares— from 36,379

Change-36,379 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 34,027

Change-34,027 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 33,331

Change-33,331 (-100%)

Value—

Bedel Financial Consulting, Inc.

N/A

Shares— from 32,938

Change-32,938 (-100%)

Value—

Compass Advisory Group LLC

N/A

Shares— from 32,232

Change-32,232 (-100%)

Value—

Stephens Inc

N/A

Shares— from 29,599

Change-29,599 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 28,980

Change-28,980 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 25,788

Change-25,788 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 25,369

Change-25,369 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 25,319

Change-25,319 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 24,382

Change-24,382 (-100%)

Value—

ODonnell Financial Services, LLC

N/A

Shares— from 23,505

Change-23,505 (-100%)

Value—

Forty-three Eighteen Advisors, LLC

N/A

Shares— from 22,464

Change-22,464 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 22,461

Change-22,461 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 22,240

Change-22,240 (-100%)

Value—

Prossimo Advisors, LLC

N/A

Shares— from 21,554

Change-21,554 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 20,602

Change-20,602 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 20,348

Change-20,348 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 19,757

Change-19,757 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 19,685

Change-19,685 (-100%)

Value—

Welch Financial Planning, LLC

N/A

Shares— from 18,062

Change-18,062 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 16,803

Change-16,803 (-100%)

Value—

Nikulski Financial, Inc.

N/A

Shares— from 16,720

Change-16,720 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 16,508

Change-16,508 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 16,298

Change-16,298 (-100%)

Value—

Beck Capital Management, LLC

N/A

Shares— from 15,327

Change-15,327 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 14,281

Change-14,281 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 13,877

Change-13,877 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,623

Change-12,623 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 12,026

Change-12,026 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 12,013

Change-12,013 (-100%)

Value—

Storgate, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 11,666

Change-11,666 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 11,570

Change-11,570 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 11,243

Change-11,243 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 10,317

Change-10,317 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 10,158

Change-10,158 (-100%)

Value—

GenTrust, LLC

N/A

Shares— from 10,157

Change-10,157 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 9,972

Change-9,972 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 9,849

Change-9,849 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 9,830

Change-9,830 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 9,723

Change-9,723 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,670

Change-8,670 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,446

Change-8,446 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 7,836

Change-7,836 (-100%)

Value—

Annis Gardner Whiting Capital Advisors, LLC

N/A

Shares— from 7,304

Change-7,304 (-100%)

Value—

Yarger Wealth Strategies, LLC

N/A

Shares— from 7,110

Change-7,110 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 6,765

Change-6,765 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 5,896

Change-5,896 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 5,856

Change-5,856 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 5,743

Change-5,743 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,545

Change-5,545 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 5,428

Change-5,428 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 5,350

Change-5,350 (-100%)

Value—

Delta Investment Management, LLC

N/A

Shares— from 5,343

Change-5,343 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 5,144

Change-5,144 (-100%)

Value—

Schnieders Capital Management, Llc.

N/A

Shares— from 5,020

Change-5,020 (-100%)

Value—

Advance Capital Management, Inc.

N/A

Shares— from 4,832

Change-4,832 (-100%)

Value—

Truepoint, Inc.

N/A

Shares— from 4,322

Change-4,322 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 4,186

Change-4,186 (-100%)

Value—

Plotkin Financial Advisors, LLC

N/A

Shares— from 4,177

Change-4,177 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 4,055

Change-4,055 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 3,733

Change-3,733 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 3,393

Change-3,393 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 3,346

Change-3,346 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 2,517

Change-2,517 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 1,506

Change-1,506 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 1,454

Change-1,454 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 970

Change-970 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 970

Change-970 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 946

Change-946 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 871

Change-871 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 551

Change-551 (-100%)

Value—

UBS Group AG

N/A

Shares— from 277

Change-277 (-100%)

Value—

JDM Financial Group LLC

N/A

Shares— from 248

Change-248 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 109

Change-109 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 0

Change0

Value—

	Status
Brookstone Capital Management	INCREASED	641,814	116,873	+524,941	+449%	$5.7M	$31.9M	+$26.2M	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	579,194	637,862	-58,668	-9%	$31.1M	$28.8M	-$2.4M	2026-11-02
Berkshire Money Management, Inc.	INCREASED	531,587	44,137	+487,450	+1104%	$2.2M	$26.4M	+$24.3M	2026-10-21
Wealth Enhancement Advisory Services, LLC	INCREASED	434,530	132,344	+302,186	+228%	$5.9M	$20.4M	+$14.5M	2026-10-13
Kestra Advisory Services, LLC	DECREASED	329,970	337,377	-7,407	-2%	$16.5M	$16.4M	-$74.5K	2026-11-02
US Bancorp \de\	INCREASED	273,273	76,020	+197,253	+259%	$3.7M	$13.6M	+$9.9M	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	204,548	199,717	+4,831	+2%	$9.7M	$10.2M	+$414.0K	2026-11-02
CoreCap Advisors, LLC	INCREASED	199,942	197,873	+2,069	+1%	$9.7M	$9.9M	+$274.9K	2026-10-08
AA Financial Advisors, LLC	INCREASED	190,719	171,208	+19,511	+11%	$8.4M	$9.5M	+$1.1M	2026-10-19
Cornerstone Wealth, LLC	DECREASED	173,977	174,581	-604	0%	$8.6M	$8.6M	+$66.0K	2026-10-28
Triad Wealth Partners, LLC	INCREASED	172,476	149,663	+22,813	+15%	$7.4M	$8.6M	+$1.2M	2026-10-26
MBL Wealth, LLC	INCREASED	153,577	141,059	+12,518	+9%	$6.9M	$7.6M	+$744.6K	2026-10-22
Southland Equity Partners LLC	DECREASED	146,994	147,610	-616	0%	$7.2M	$7.3M	+$97.8K	2026-10-14
Truist Financial Corp	DECREASED	144,454	147,224	-2,770	-2%	$7.2M	$7.2M	-$9.5K	2026-10-30
Forvis Mazars Wealth Advisors, LLC	DECREASED	119,870	124,593	-4,723	-4%	$6.1M	$6.0M	-$126.2K	2026-10-13
Weaver Consulting Group	INCREASED	113,406	111,593	+1,813	+2%	$5.4M	$5.6M	+$187.2K	2026-10-07
Signal Advisors Wealth, LLC	INCREASED	111,576	110,647	+929	+1%	$5.4M	$5.5M	+$142.4K	2026-10-13
Founders Financial Securities LLC	INCREASED	96,833	83,380	+13,453	+16%	$4.1M	$4.8M	+$740.9K	2026-10-28
Concurrent Investment Advisors, LLC	INCREASED	93,365	9,239	+84,126	+911%	$451.0K	$4.6M	+$4.2M	2026-10-16
CRA Financial Services, LLC	INCREASED	83,293	67,793	+15,500	+23%	$3.3M	$4.1M	+$829.0K	2026-10-16
Straight Path Wealth Management	INCREASED	75,127	72,431	+2,696	+4%	$3.5M	$3.7M	+$197.0K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	74,202	82,671	-8,469	-10%	$4.0M	$3.7M	-$348.8K	2026-10-08
Spire Wealth Management	INCREASED	71,468	60,667	+10,801	+18%	$3.0M	$3.6M	+$589.4K	2026-10-30
McAdam, LLC	DECREASED	66,911	72,321	-5,410	-7%	$3.5M	$3.3M	-$205.9K	2026-10-21
Global Strategic Investment Solutions, LLC	UNCHANGED	63,224	63,224	0	0%	$3.1M	$3.1M	+$55.0K	2026-10-16
Elmwood Wealth Management, Inc.	DECREASED	60,047	60,502	-455	-1%	$3.0M	$3.0M	+$30.0K	2026-10-14
Capital Square, LLC	INCREASED	58,668	46,862	+11,806	+25%	$2.3M	$2.9M	+$613.0K	2026-10-19
Weaver Capital Management LLC	INCREASED	55,440	54,819	+621	+1%	$2.5M	$2.8M	+$234.4K	2026-10-15
Fortune Financial Group, Inc.	INCREASED	52,064	32,287	+19,777	+61%	$1.6M	$2.6M	+$1.0M	2026-10-22
Blue Bell Private Wealth Management, LLC	DECREASED	51,661	53,176	-1,515	-3%	$2.6M	$2.6M	-$29.0K	2026-10-29
Encompass More Asset Management	INCREASED	47,018	18,662	+28,356	+152%	$910.9K	$2.3M	+$1.4M	2026-10-16
Long Island Wealth Management, Inc.	INCREASED	45,757	44,057	+1,700	+4%	$2.2M	$2.3M	+$122.8K	2026-10-20
James T. Borello RIA	INCREASED	44,330	41,068	+3,262	+8%	$2.0M	$2.2M	+$197.8K	2026-10-16
Lido Advisors, LLC	INCREASED	43,603	19,695	+23,908	+121%	$961.3K	$2.2M	+$1.2M	2026-11-04
IFP Advisors, Inc	INCREASED	42,622	39,554	+3,068	+8%	$1.9M	$2.1M	+$186.8K	2026-10-16
Jacobi Capital Management LLC	UNCHANGED	41,688	41,688	0	0%	$2.0M	$2.1M	+$36.3K	2026-11-05
Integrity Advisory Solutions, LLC	INCREASED	41,573	30,468	+11,105	+36%	$1.5M	$2.1M	+$578.2K	2026-10-29
Sagespring Wealth Partners, LLC	INCREASED	39,805	4,846	+34,959	+721%	$236.5K	$2.0M	+$1.7M	2026-10-22
Atria Investments, Inc	INCREASED	38,967	38,619	+348	+1%	$1.9M	$1.9M	+$50.9K	2026-10-15
BCS Wealth Management	DECREASED	38,747	39,806	-1,059	-3%	$1.9M	$1.9M	-$18.0K	2026-11-03
Patriot Financial Group Insurance Agency, LLC	INCREASED	37,517	35,662	+1,855	+5%	$1.7M	$1.9M	+$123.2K	2026-10-14
Trek Financial, LLC	INCREASED	37,042	31,181	+5,861	+19%	$1.5M	$1.8M	+$318.3K	2026-10-29
Wisconsin Wealth Advisors, LLC	UNCHANGED	36,820	36,820	0	0%	$1.8M	$1.8M	+$32.0K	2026-10-08
Outlook Wealth Advisors, LLC	DECREASED	36,712	40,776	-4,064	-10%	$2.0M	$1.8M	-$166.4K	2026-10-28
KFG Wealth Management, LLC	DECREASED	36,405	36,446	-41	0%	$1.8M	$1.8M	+$29.7K	2026-10-16
ARS Wealth Advisors Group, LLC	DECREASED	35,750	36,018	-268	-1%	$1.8M	$1.8M	+$18.0K	2026-10-16
Chicago Partners Investment Group LLC	UNCHANGED	35,652	35,652	0	0%	$1.7M	$1.8M	+$38.1K	2026-10-27
Diligent Investors, LLC	INCREASED	34,876	34,216	+660	+2%	$1.7M	$1.7M	+$62.6K	2026-10-21
O'Connor Financial Group LLC	INCREASED	34,847	34,827	+20	+0%	$1.7M	$1.7M	+$31.3K	2026-10-26
Corrado Advisors, LLC	DECREASED	34,800	35,766	-966	-3%	$1.7M	$1.7M	-$16.9K	2026-10-27
BFI Wealth Solutions, LLC	DECREASED	33,794	48,909	-15,115	-31%	$2.4M	$1.7M	-$705.4K	2026-10-16
Cornerstone Planning Group LLC	UNCHANGED	33,196	33,196	0	0%	$1.6M	$1.7M	+$46.5K	2026-10-16
ATX Financial Planning, LLC	INCREASED	31,445	6,695	+24,750	+370%	$326.8K	$1.6M	+$1.2M	2026-10-14
Simplicity Wealth,LLC	DECREASED	31,422	45,407	-13,985	-31%	$2.2M	$1.6M	-$655.3K	2026-10-23
Keystone Wealth Services, LLC	UNCHANGED	31,355	31,355	0	0%	$1.5M	$1.6M	+$28.2K	2026-11-03
Cypress Wealth Services, LLC	INCREASED	30,776	30,531	+245	+1%	$1.5M	$1.5M	+$56.9K	2026-10-21
Lineweaver Wealth Advisors, LLC	INCREASED	28,332	12,677	+15,655	+123%	$618.8K	$1.4M	+$788.8K	2026-10-13
WealthPlan Investment Management, LLC	DECREASED	28,133	29,169	-1,036	-4%	$1.4M	$1.4M	-$26.1K	2026-10-15
NorthCrest Asset Manangement, LLC	INCREASED	27,127	12,099	+15,028	+124%	$592.9K	$1.4M	+$767.6K	2026-10-13
Creative Planning	INCREASED	26,737	18,345	+8,392	+46%	$895.4K	$1.3M	+$432.9K	2026-11-02
Chris Bulman Inc	INCREASED	26,003	21,208	+4,795	+23%	$1.0M	$1.3M	+$256.7K	2026-10-20
Kearns & Associates LLC	UNCHANGED	25,755	25,755	0	0%	$1.3M	$1.3M	+$22.4K	2026-10-09
Global Assets Advisory, LLC	DECREASED	24,699	25,501	-802	-3%	$1.2M	$1.2M	-$9.5K	2026-10-28
Independent Financial Group, LLC	INCREASED	24,656	21,656	+3,000	+14%	$1.1M	$1.2M	+$167.9K	2026-10-13
Nations Financial Group Inc,	NEW	24,639	—	+24,639	—	—	$1.2M	—	2026-11-05
Ascent Wealth Partners, LLC	DECREASED	24,375	27,325	-2,950	-11%	$1.3M	$1.2M	-$122.8K	2026-10-23
Castle Rock Wealth Management, LLC	DECREASED	23,991	24,923	-932	-4%	$1.2M	$1.2M	-$8.2K	2026-10-09
Gill Capital Partners, LLC	INCREASED	23,004	20,884	+2,120	+10%	$1.0M	$1.1M	+$123.5K	2026-10-13
Midwest Financial Network, LLC	DECREASED	22,667	37,694	-15,027	-40%	$1.8M	$1.1M	-$713.8K	2026-10-13
Axxcess Wealth Management, LLC	DECREASED	21,495	21,723	-228	-1%	$1.1M	$1.1M	+$7.6K	2026-10-21
Dynamic Advisor Solutions LLC	INCREASED	20,790	19,462	+1,328	+7%	$949.9K	$1.0M	+$82.9K	2026-10-13
RFG Advisory, LLC	DECREASED	20,673	21,250	-577	-3%	$1.0M	$1.0M	-$10.2K	2026-11-03
Fragasso Financial Advisors Inc	DECREASED	20,372	21,509	-1,137	-5%	$1.0M	$1.0M	-$24.7K	2026-10-13
Riverchase Wealth Management, LLC	INCREASED	20,240	8,258	+11,982	+145%	$403.1K	$1.0M	+$602.5K	2026-10-28
Sigma Planning Corp	INCREASED	19,444	18,783	+661	+4%	$916.8K	$966.0K	+$49.2K	2026-10-23
Fiduciary Financial Group, LLC	UNCHANGED	19,003	19,003	0	0%	$927.5K	$944.1K	+$16.5K	2026-10-13
Certified Advisory Corp	DECREASED	18,093	57,993	-39,900	-69%	$2.8M	$898.9K	-$1.9M	2026-10-29
J.W. Cole Advisors, Inc.	INCREASED	17,696	14,231	+3,465	+24%	$694.6K	$879.1K	+$184.5K	2026-11-05
City Center Advisors, LLC	INCREASED	16,989	16,290	+699	+4%	$795.1K	$844.0K	+$48.9K	2026-10-08
Cardinal Point Capital Management ULC	DECREASED	16,673	18,408	-1,735	-9%	$898.5K	$828.3K	-$70.2K	2026-10-21
Todd Wealth Management, LLC	DECREASED	16,536	18,968	-2,432	-13%	$925.8K	$821.5K	-$104.3K	2026-10-19
Ashton Thomas Private Wealth, LLC	INCREASED	16,422	5,871	+10,551	+180%	$286.6K	$815.8K	+$529.3K	2026-11-03
AdvisorNet Financial, Inc	DECREASED	14,962	15,446	-484	-3%	$753.9K	$747.5K	-$6.4K	2026-10-15
Jessup Wealth Management, Inc	INCREASED	13,782	13,754	+28	+0%	$671.3K	$684.7K	+$13.3K	2026-10-20
Creative Financial Designs Inc	DECREASED	13,558	13,565	-7	0%	$662.1K	$673.6K	+$11.5K	2026-11-04
BIP Wealth, LLC	DECREASED	13,484	14,326	-842	-6%	$699.3K	$669.9K	-$29.4K	2026-10-22
Dhjj Financial Advisors, Ltd.	UNCHANGED	13,454	13,454	0	0%	$656.7K	$668.4K	+$11.7K	2026-10-23
WealthPLAN Partners, LLC	INCREASED	13,181	12,051	+1,130	+9%	$588.2K	$654.8K	+$66.6K	2026-10-15
Altfest L J & Co Inc	UNCHANGED	12,758	12,758	0	0%	$622.7K	$633.8K	+$11.1K	2026-10-27
Focus Financial Network, Inc.	DECREASED	12,470	12,558	-88	-1%	$613.0K	$619.5K	+$6.6K	2026-10-14
Quest 10 Wealth Builders, Inc.	DECREASED	12,446	12,483	-37	0%	$609.3K	$614.3K	+$5.0K	2026-11-02
Pinnacle Wealth Management Group, Inc.	INCREASED	12,335	12,080	+255	+2%	$589.6K	$612.8K	+$23.2K	2026-10-15
FAI Advisors, Inc.	INCREASED	12,219	11,953	+266	+2%	$583.4K	$607.0K	+$23.6K	2026-10-27
XML Financial, LLC	UNCHANGED	12,174	12,174	0	0%	$594.2K	$604.8K	+$10.6K	2026-10-29
Alliance Wealth Advisors, LLC	UNCHANGED	11,200	11,200	0	0%	$546.7K	$556.4K	+$9.7K	2026-10-14
Sovran Advisors, LLC	UNCHANGED	11,142	11,142	0	0%	$543.1K	$557.4K	+$14.4K	2026-11-02
Blue Water Asset Management	UNCHANGED	10,398	10,398	0	0%	$507.5K	$516.6K	+$9.0K	2026-11-04
Schulz Wealth, Ltd.	UNCHANGED	10,353	10,353	0	0%	$505.3K	$514.3K	+$9.0K	2026-11-03
PFG Advisors	INCREASED	9,641	9,157	+484	+5%	$447.0K	$479.0K	+$32.0K	2026-10-16
Atticus Wealth Management, LLC	DECREASED	9,540	9,680	-140	-1%	$472.5K	$473.9K	+$1.5K	2026-10-20
Michels Family Financial, LLC	INCREASED	9,200	7,600	+1,600	+21%	$371.0K	$457.1K	+$86.1K	2026-11-02
Journey Retirement Planning & Investment Management LLC	INCREASED	8,505	8,214	+291	+4%	$400.9K	$422.5K	+$21.6K	2026-10-09
Advisory Solutions Group, LLC	NEW	8,453	—	+8,453	—	—	$419.9K	—	2026-10-14
Blue Sky Capital Consultants Group, Inc.	INCREASED	8,131	4,980	+3,151	+63%	$243.1K	$403.9K	+$160.9K	2026-10-13
Diversify Wealth Management, LLC	UNCHANGED	8,090	8,090	0	0%	$393.7K	$405.2K	+$11.4K	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	8,090	8,090	0	0%	$393.7K	$405.2K	+$11.4K	2026-10-20
Clear Point Advisors Inc.	NEW	8,078	—	+8,078	—	—	$401.3K	—	2026-10-30
Advisor OS, LLC	UNCHANGED	8,026	8,026	0	0%	$391.7K	$398.7K	+$7.0K	2026-11-03
Koshinski Asset Management, Inc.	INCREASED	7,985	7,465	+520	+7%	$364.4K	$396.7K	+$32.3K	2026-10-29
Cape Investment Advisory, Inc.	INCREASED	7,700	5,700	+2,000	+35%	$278.2K	$382.5K	+$104.3K	2026-10-13
Three Seasons Wealth, LLC	DECREASED	7,225	8,341	-1,116	-13%	$407.1K	$358.9K	-$48.2K	2026-11-03
Retirement Guys Formula LLC	UNCHANGED	7,163	7,163	0	0%	$349.6K	$355.9K	+$6.2K	2026-10-26
Archer Investment Corp	INCREASED	6,715	495	+6,220	+1257%	$24.2K	$333.6K	+$309.4K	2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	6,711	6,091	+620	+10%	$297.3K	$333.4K	+$36.1K	2026-10-14
Galvin, Gaustad & Stein, LLC	DECREASED	6,601	6,671	-70	-1%	$325.6K	$328.0K	+$2.4K	2026-10-08
Provenance Wealth Advisors, LLC	NEW	6,502	—	+6,502	—	—	$323.0K	—	2026-10-30
Brown Wealth Management, LLC	DECREASED	6,275	6,305	-30	0%	$307.7K	$311.7K	+$4.0K	2026-10-20
Southern Capital Services Inc	UNCHANGED	6,153	6,153	0	0%	$300.3K	$305.7K	+$5.4K	2026-10-19
OFS Enterprise LLC	UNCHANGED	6,146	6,146	0	0%	$300.0K	$305.3K	+$5.3K	2026-10-16
Goldstein Advisors, LLC	INCREASED	6,054	5,357	+697	+13%	$261.5K	$300.8K	+$39.3K	2026-10-15
Ballast Rock Private Wealth LLC	INCREASED	6,046	5,674	+372	+7%	$276.9K	$300.4K	+$23.4K	2026-10-26
Cornerstone Wealth Group, LLC	UNCHANGED	5,951	5,951	0	0%	$290.5K	$295.6K	+$5.2K	2026-11-02
MGO One Seven LLC	UNCHANGED	5,757	5,757	0	0%	$281.0K	$286.0K	+$5.0K	2026-10-28
Retirement Planning Group, LLC	UNCHANGED	5,672	5,672	0	0%	$276.9K	$281.8K	+$4.9K	2026-10-19
Financial Network Wealth Advisors LLC	DECREASED	5,614	5,970	-356	-6%	$291.4K	$278.9K	-$12.5K	2026-10-28
Visionary Wealth Advisors	UNCHANGED	5,521	5,521	0	0%	$269.5K	$274.3K	+$4.8K	2026-11-04
City Holding Co	DECREASED	5,500	5,560	-60	-1%	$271.4K	$273.2K	+$1.9K	2026-10-19
Clay Northam Wealth Management, LLC	UNCHANGED	5,310	5,310	0	0%	$259.2K	$263.8K	+$4.6K	2026-10-13
Commerce Advisors, LLC	DECREASED	5,225	5,825	-600	-10%	$284.3K	$259.6K	-$24.7K	2026-10-19
Integral Investment Advisors, Inc.	UNCHANGED	5,085	5,085	0	0%	$248.2K	$252.6K	+$4.4K	2026-11-03
BridgePort Financial Solutions, LLC	UNCHANGED	4,965	4,965	0	0%	$242.3K	$246.7K	+$4.3K	2026-11-02
Signature Estate & Investment Advisors LLC	DECREASED	4,907	5,508	-601	-11%	$268.8K	$243.8K	-$25.1K	2026-10-13
Pacific Park Financial, Inc.	INCREASED	4,740	4,624	+116	+3%	$225.7K	$235.5K	+$9.8K	2026-10-13
William Mack & Associates, Inc.	UNCHANGED	4,500	4,500	0	0%	$219.6K	$223.6K	+$3.9K	2026-10-27
Avantax Planning Partners, Inc.	UNCHANGED	4,429	4,429	0	0%	$216.2K	$220.0K	+$3.9K	2026-11-03
Partners Wealth Management, LLC	NEW	4,397	—	+4,397	—	—	$218.4K	—	2026-10-28
Gradient Investments LLC	NEW	4,379	—	+4,379	—	—	$217.5K	—	2026-10-08
Occidental Asset Management, LLC	UNCHANGED	4,308	4,308	0	0%	$210.3K	$214.0K	+$3.7K	2026-11-05
Stirlingshire Investments, Inc.	NEW	4,163	—	+4,163	—	—	$206.8K	—	2026-11-05
Capital Investment Advisory Services, LLC	INCREASED	4,099	2,636	+1,463	+56%	$128.7K	$203.6K	+$75.0K	2026-10-30
Buska Wealth Management, LLC	DECREASED	4,031	5,036	-1,005	-20%	$245.8K	$200.3K	-$45.5K	2026-10-08
Signaturefd, LLC	UNCHANGED	3,243	3,243	0	0%	$158.3K	$161.1K	+$2.8K	2026-10-23
IFS Advisors, LLC	NEW	2,667	—	+2,667	—	—	$132.5K	—	2026-10-14
PFS Partners, LLC	UNCHANGED	2,142	2,142	0	0%	$104.6K	$106.4K	+$1.9K	2026-10-21
Wagner Wealth Management, LLC	UNCHANGED	2,000	2,000	0	0%	$97.6K	$99.4K	+$1.7K	2026-10-21
AlphaCore Capital LLC	UNCHANGED	1,900	1,900	0	0%	$92.7K	$94.4K	+$1.7K	2026-11-04
Comprehensive Financial Planning, Inc.	UNCHANGED	1,659	1,659	0	0%	$81.0K	$82.4K	+$1.4K	2026-10-27
EverSource Wealth Advisors, LLC	INCREASED	1,439	939	+500	+53%	$45.8K	$71.5K	+$25.7K	2026-11-04
Chapman Financial Group, LLC	UNCHANGED	1,200	1,200	0	0%	$58.6K	$59.6K	+$1.0K	2026-10-26
Evermay Wealth Management LLC	UNCHANGED	615	615	0	0%	$30.0K	$30.6K	+$535	2026-11-05
Reicon Wealth Advisors, LLC	NEW	612	—	+612	—	—	$30.4K	—	2026-11-04
Tounjian Advisory Partners, LLC	NEW	505	—	+505	—	—	$25.1K	—	2026-11-04
Compass Financial Management LLC	UNCHANGED	197	197	0	0%	$9.8K	$9.8K	-$8	2026-10-30
Larson Financial Group LLC	UNCHANGED	190	190	0	0%	$9.3K	$9.4K	+$165	2026-11-05
Assetmark, Inc	INCREASED	123	35	+88	+251%	$1.7K	$6.1K	+$4.4K	2026-10-21
StoneX Group Inc.	CLOSED	0	7,630	-7,630	-100%	$367.6K	$0	-$367.6K	2026-11-03
NBT Bank, N.A.	CLOSED	0	3,988	-3,988	-100%	$194.7K	$0	-$194.7K	2026-10-21
Alliancebernstein L.P.	N/A	—	3,373,890	-3,373,890	-100%	$155.1M	—	—	—
Penserra Capital Management LLC	N/A	—	1,492,928	-1,492,928	-100%	$72.9M	—	—	—
Blair William & Co	N/A	—	533,957	-533,957	-100%	$26.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	472,891	-472,891	-100%	$23.1M	—	—	—
Focus Partners Wealth	N/A	—	440,919	-440,919	-100%	$21.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	396,834	-396,834	-100%	$19.4M	—	—	—
Raymond James Financial Inc	N/A	—	386,409	-386,409	-100%	$18.9M	—	—	—
LPL Financial LLC	N/A	—	354,696	-354,696	-100%	$17.3M	—	—	—
HighTower Advisors, LLC	N/A	—	347,450	-347,450	-100%	$17.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	291,765	-291,765	-100%	$14.2M	—	—	—
Cetera Investment Advisers	N/A	—	291,005	-291,005	-100%	$14.2M	—	—	—
World Investment Advisors	N/A	—	214,176	-214,176	-100%	$10.0M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	197,777	-197,777	-100%	$9.7M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	185,241	-185,241	-100%	$9.0M	—	—	—
MML Investors Services, LLC	N/A	—	170,949	-170,949	-100%	$8.3M	—	—	—
Bellwether Advisors, LLC	N/A	—	163,173	-163,173	-100%	$8.0M	—	—	—
Principal Securities, Inc.	N/A	—	135,415	-135,415	-100%	$6.6M	—	—	—
MTM Financial Group, LLC	N/A	—	117,104	-117,104	-100%	$5.7M	—	—	—
Cresset Asset Management, LLC	N/A	—	113,802	-113,802	-100%	$5.6M	—	—	—
Talon Private Wealth, LLC	N/A	—	109,062	-109,062	-100%	$5.3M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	90,374	-90,374	-100%	$4.4M	—	—	—
Centaurus Financial, Inc.	N/A	—	83,302	-83,302	-100%	$4.1M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	81,370	-81,370	-100%	$4.0M	—	—	—
Horizon Investments, LLC	N/A	—	80,671	-80,671	-100%	$3.9M	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	77,294	-77,294	-100%	$3.8M	—	—	—
Composition Wealth, LLC	N/A	—	73,267	-73,267	-100%	$3.6M	—	—	—
Advisory Alpha, LLC	N/A	—	70,020	-70,020	-100%	$3.4M	—	—	—
Cofg Advisors, LLC	N/A	—	60,895	-60,895	-100%	$3.0M	—	—	—
Cassady Wealth & Retirement Planning, LLC	N/A	—	55,940	-55,940	-100%	$2.7M	—	—	—
First Commonwealth Financial Corp	N/A	—	53,012	-53,012	-100%	$2.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	50,978	-50,978	-100%	$2.5M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	46,636	-46,636	-100%	$2.3M	—	—	—
Capital Analysts, LLC	N/A	—	42,827	-42,827	-100%	$2.1M	—	—	—
Lakeridge Wealth Management LLC	N/A	—	41,392	-41,392	-100%	$2.0M	—	—	—
Rothschild Wealth LLC	N/A	—	40,887	-40,887	-100%	$2.0M	—	—	—
WorthPointe, LLC	N/A	—	40,320	-40,320	-100%	$2.0M	—	—	—
CreativeOne Wealth, LLC	N/A	—	39,982	-39,982	-100%	$2.0M	—	—	—
Harbour Investments, Inc.	N/A	—	39,585	-39,585	-100%	$1.9M	—	—	—
Vantage Point Financial LLC	N/A	—	38,848	-38,848	-100%	$1.9M	—	—	—
Benjamin Edwards Inc	N/A	—	36,960	-36,960	-100%	$1.8M	—	—	—
Captrust Financial Advisors	N/A	—	36,654	-36,654	-100%	$1.8M	—	—	—
Fortune Financial Advisors, LLC	N/A	—	36,379	-36,379	-100%	$1.8M	—	—	—
AE Wealth Management LLC	N/A	—	34,027	-34,027	-100%	$1.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	33,331	-33,331	-100%	$1.6M	—	—	—
Bedel Financial Consulting, Inc.	N/A	—	32,938	-32,938	-100%	$1.6M	—	—	—
Compass Advisory Group LLC	N/A	—	32,232	-32,232	-100%	$1.6M	—	—	—
Stephens Inc	N/A	—	29,599	-29,599	-100%	$1.4M	—	—	—
Advisory Services Network, LLC	N/A	—	28,980	-28,980	-100%	$1.4M	—	—	—
FSA Advisors, Inc.	N/A	—	25,788	-25,788	-100%	$1.3M	—	—	—
Mutual Advisors, LLC	N/A	—	25,369	-25,369	-100%	$1.2M	—	—	—
Merit Financial Group, LLC	N/A	—	25,319	-25,319	-100%	$1.2M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	24,382	-24,382	-100%	$1.2M	—	—	—
ODonnell Financial Services, LLC	N/A	—	23,505	-23,505	-100%	$1.1M	—	—	—
Forty-three Eighteen Advisors, LLC	N/A	—	22,464	-22,464	-100%	$1.1M	—	—	—
Brown Brothers Harriman & Co	N/A	—	22,461	-22,461	-100%	$1.1M	—	—	—
Wealth Alliance, LLC	N/A	—	22,240	-22,240	-100%	$1.1M	—	—	—
Prossimo Advisors, LLC	N/A	—	21,554	-21,554	-100%	$1.1M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	20,602	-20,602	-100%	$1.0M	—	—	—
Continuum Advisory, LLC	N/A	—	20,348	-20,348	-100%	$993.2K	—	—	—
Orion Capital Management LLC	N/A	—	19,757	-19,757	-100%	$964.3K	—	—	—
Cerity Partners LLC	N/A	—	19,685	-19,685	-100%	$960.8K	—	—	—
Welch Financial Planning, LLC	N/A	—	18,062	-18,062	-100%	$881.6K	—	—	—
MAI Capital Management	N/A	—	16,803	-16,803	-100%	$820.2K	—	—	—
Nikulski Financial, Inc.	N/A	—	16,720	-16,720	-100%	$816.1K	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	16,508	-16,508	-100%	$805.0K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	16,298	-16,298	-100%	$795.5K	—	—	—
Beck Capital Management, LLC	N/A	—	15,327	-15,327	-100%	$748.1K	—	—	—
Glenmede Trust Co NA	N/A	—	14,281	-14,281	-100%	$697.1K	—	—	—
SageView Advisory Group, LLC	N/A	—	13,877	-13,877	-100%	$677.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,623	-12,623	-100%	$616.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	12,026	-12,026	-100%	$587.0K	—	—	—
Retirement Income Solutions, Inc	N/A	—	12,013	-12,013	-100%	$552.2K	—	—	—
Storgate, LLC	N/A	—	12,000	-12,000	-100%	$585.7K	—	—	—
Belpointe Asset Management LLC	N/A	—	11,666	-11,666	-100%	$569.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	11,570	-11,570	-100%	$564.7K	—	—	—
Dakota Wealth Management	N/A	—	11,243	-11,243	-100%	$548.8K	—	—	—
Tradition Wealth Management, LLC	N/A	—	10,317	-10,317	-100%	$503.6K	—	—	—
Neuberger Berman Group LLC	N/A	—	10,158	-10,158	-100%	$495.8K	—	—	—
GenTrust, LLC	N/A	—	10,157	-10,157	-100%	$495.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	9,972	-9,972	-100%	$486.7K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	9,849	-9,849	-100%	$480.7K	—	—	—
Arkadios Wealth Advisors	N/A	—	9,830	-9,830	-100%	$479.8K	—	—	—
Inspire Advisors, LLC	N/A	—	9,723	-9,723	-100%	$474.6K	—	—	—
Arax Advisory Partners	N/A	—	8,670	-8,670	-100%	$423.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,446	-8,446	-100%	$412.2K	—	—	—
Allworth Financial LP	N/A	—	7,836	-7,836	-100%	$382.5K	—	—	—
Annis Gardner Whiting Capital Advisors, LLC	N/A	—	7,304	-7,304	-100%	$356.5K	—	—	—
Yarger Wealth Strategies, LLC	N/A	—	7,110	-7,110	-100%	$349.2K	—	—	—
Phoenix Financial Ltd.	N/A	—	6,765	-6,765	-100%	$329.8K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	5,896	-5,896	-100%	$287.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	5,856	-5,856	-100%	$285.8K	—	—	—
Sequent Planning LLC	N/A	—	5,743	-5,743	-100%	$280.3K	—	—	—
JPMorgan Chase & Co	N/A	—	5,545	-5,545	-100%	$270.5K	—	—	—
IHT Wealth Management, LLC	N/A	—	5,428	-5,428	-100%	$264.9K	—	—	—
Calton & Associates, Inc.	N/A	—	5,350	-5,350	-100%	$257.7K	—	—	—
Delta Investment Management, LLC	N/A	—	5,343	-5,343	-100%	$260.8K	—	—	—
Advyzon Investment Management, LLC	N/A	—	5,144	-5,144	-100%	$251.1K	—	—	—
Schnieders Capital Management, Llc.	N/A	—	5,020	-5,020	-100%	$245.0K	—	—	—
Advance Capital Management, Inc.	N/A	—	4,832	-4,832	-100%	$235.9K	—	—	—
Truepoint, Inc.	N/A	—	4,322	-4,322	-100%	$211.0K	—	—	—
Modern Wealth Management, LLC	N/A	—	4,186	-4,186	-100%	$204.3K	—	—	—
Plotkin Financial Advisors, LLC	N/A	—	4,177	-4,177	-100%	$203.9K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	4,055	-4,055	-100%	$197.9K	—	—	—
WealthShield Partners, LLC	N/A	—	3,733	-3,733	-100%	$182.2K	—	—	—
EP Wealth Advisors, LLC	N/A	—	3,393	-3,393	-100%	$165.6K	—	—	—
Clearstead Advisors, LLC	N/A	—	3,346	-3,346	-100%	$163.3K	—	—	—
RED Reef Advisors LLC	N/A	—	2,517	-2,517	-100%	$122.9K	—	—	—
PlanVest Financial, Inc	N/A	—	1,506	-1,506	-100%	$73.5K	—	—	—
Integrity Financial Corp	N/A	—	1,454	-1,454	-100%	$71.0K	—	—	—
BFC Planning, Inc.	N/A	—	970	-970	-100%	$47.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	970	-970	-100%	$47.3K	—	—	—
Morgan Stanley	N/A	—	946	-946	-100%	$46.2K	—	—	—
Bernard Wealth Management Corp.	N/A	—	871	-871	-100%	$42.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	551	-551	-100%	$26.9K	—	—	—
UBS Group AG	N/A	—	277	-277	-100%	$13.5K	—	—	—
JDM Financial Group LLC	N/A	—	248	-248	-100%	$12.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	150	-150	-100%	$7.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	109	-109	-100%	$5.3K	—	—	—
IAG Wealth Partners, LLC	N/A	—	74	-74	-100%	$3.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	27	-27	-100%	$1.3K	—	—	—
Pathstone Holdings, LLC	N/A	—	0	0	—	$3.5M	—	—	—

Showing 278 of 278 institutions