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Innovator U.S. Equity Power (PAPR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
INCREASED
Shares835,377 from 806,553
Change+28,824 (+4%)
Value$35.3M (+$1.2M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares387,476 from 387,680
Change-204 (0%)
Value$16.7M (+$371.1K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares352,928 from 327,187
Change+25,741 (+8%)
Value$15.2M (+$1.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares248,089 from 254,093
Change-6,004 (-2%)
Value$10.7M (-$11.0K)
Filed 2026-11-02
Bedel Financial Consulting, Inc.
UNCHANGED
Shares235,808 from 235,808
Change0 (0%)
Value$10.2M (+$231.1K)
Filed 2026-11-06
Bellwether Advisors, LLC
DECREASED
Shares218,005 from 218,580
Change-575 (0%)
Value$9.4M (+$189.4K)
Filed 2026-11-09
AA Financial Advisors, LLC
INCREASED
Shares217,861 from 198,247
Change+19,614 (+10%)
Value$9.4M (+$1.0M)
Filed 2026-10-19
Southland Equity Partners LLC
DECREASED
Shares210,538 from 211,374
Change-836 (0%)
Value$9.1M (+$171.0K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares202,309 from 260,839
Change-58,530 (-22%)
Value$8.7M (-$2.3M)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares200,699 from 177,922
Change+22,777 (+13%)
Value$8.7M (+$1.1M)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares175,232 from 200,003
Change-24,771 (-12%)
Value$7.6M (-$873.6K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares146,365 from 149,313
Change-2,948 (-2%)
Value$6.3M (+$19.0K)
Filed 2026-10-22
Gill Capital Partners, LLC
DECREASED
Shares143,248 from 144,267
Change-1,019 (-1%)
Value$6.2M (+$97.4K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares127,534 from 126,529
Change+1,005 (+1%)
Value$5.5M (+$167.4K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
DECREASED
Shares120,961 from 123,864
Change-2,903 (-2%)
Value$5.2M (-$4.0K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares117,254 from 121,679
Change-4,425 (-4%)
Value$5.1M (-$71.8K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares115,226 from 114,078
Change+1,148 (+1%)
Value$5.0M (+$161.4K)
Filed 2026-10-08
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares109,956 from 110,081
Change-125 (0%)
Value$4.7M (+$102.5K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares108,717 from 93,359
Change+15,358 (+16%)
Value$4.7M (+$754.7K)
Filed 2026-10-28
Nikulski Financial, Inc.
DECREASED
Shares81,531 from 81,818
Change-287 (0%)
Value$3.5M (+$67.8K)
Filed 2026-11-06
KFG Wealth Management, LLC
DECREASED
Shares81,373 from 85,805
Change-4,432 (-5%)
Value$3.5M (-$107.3K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares80,732 from 130,366
Change-49,634 (-38%)
Value$3.5M (-$2.0M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares79,425 from 272,486
Change-193,061 (-71%)
Value$2.7M (-$8.9M)
Filed 2026-10-13
CRA Financial Services, LLC
DECREASED
Shares76,379 from 76,979
Change-600 (-1%)
Value$3.3M (+$49.5K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares70,423 from 80,214
Change-9,791 (-12%)
Value$3.0M (-$344.1K)
Filed 2026-10-08
Diligent Investors, LLC
DECREASED
Shares69,826 from 70,778
Change-952 (-1%)
Value$3.0M (+$28.3K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares60,350 from 62,506
Change-2,156 (-3%)
Value$2.6M (-$23.1K)
Filed 2026-10-15
Encompass More Asset Management
INCREASED
Shares55,309 from 21,638
Change+33,671 (+156%)
Value$2.4M (+$1.5M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares54,774 from 31,058
Change+23,716 (+76%)
Value$2.4M (+$1.1M)
Filed 2026-10-16
Blue Water Asset Management
DECREASED
Shares52,701 from 53,683
Change-982 (-2%)
Value$2.3M (+$10.2K)
Filed 2026-11-04
Trek Financial, LLC
DECREASED
Shares50,546 from 50,558
Change-12 (0%)
Value$2.2M (+$49.0K)
Filed 2026-10-29
Fortune Financial Group, Inc.
DECREASED
Shares48,619 from 49,288
Change-669 (-1%)
Value$2.1M (+$19.4K)
Filed 2026-10-22
HB Wealth Management, LLC
UNCHANGED
Shares47,555 from 47,555
Change0 (0%)
Value$2.1M (+$46.6K)
Filed 2026-10-23
BFI Wealth Solutions, LLC
INCREASED
Shares46,442 from 45,918
Change+524 (+1%)
Value$2.0M (+$67.6K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares46,332 from 45,967
Change+365 (+1%)
Value$2.0M (+$60.8K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares46,250 from 40,364
Change+5,886 (+15%)
Value$2.0M (+$293.7K)
Filed 2026-11-02
BCS Wealth Management
DECREASED
Shares44,235 from 45,522
Change-1,287 (-3%)
Value$1.9M (-$11.0K)
Filed 2026-11-03
Apollon Wealth Management, LLC
UNCHANGED
Shares38,697 from 38,697
Change0 (0%)
Value$1.7M (+$37.9K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares37,446 from 38,341
Change-895 (-2%)
Value$1.6M (-$1.1K)
Filed 2026-10-14
Selby Wealth Management, LLC
UNCHANGED
Shares36,535 from 36,535
Change0 (0%)
Value$1.6M (+$35.8K)
Filed 2026-10-16
Evermay Wealth Management LLC
DECREASED
Shares34,023 from 37,588
Change-3,565 (-9%)
Value$1.5M (-$117.1K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
DECREASED
Shares33,833 from 34,109
Change-276 (-1%)
Value$1.5M (+$30.3K)
Filed 2026-10-09
Straight Path Wealth Management
INCREASED
Shares33,779 from 31,026
Change+2,753 (+9%)
Value$1.5M (+$149.3K)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares33,223 from 34,050
Change-827 (-2%)
Value$1.4M (-$2.3K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
DECREASED
Shares32,371 from 32,756
Change-385 (-1%)
Value$1.4M (+$15.5K)
Filed 2026-10-23
Jacobi Capital Management LLC
UNCHANGED
Shares31,246 from 31,246
Change0 (0%)
Value$1.3M (+$30.6K)
Filed 2026-11-05
Hofer & Associates. Inc
NEW
Shares31,131
Change+31,131
Value$1.3M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares31,131 from 32,871
Change-1,740 (-5%)
Value$1.3M (-$42.9K)
Filed 2026-10-14
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares30,475 from 30,475
Change0 (0%)
Value$1.3M (+$29.9K)
Filed 2026-10-13
FAI Advisors, Inc.
DECREASED
Shares30,279 from 30,477
Change-198 (-1%)
Value$1.3M (+$21.3K)
Filed 2026-10-27
RFG Advisory, LLC
DECREASED
Shares29,683 from 30,478
Change-795 (-3%)
Value$1.3M (-$4.5K)
Filed 2026-11-03
Simplicity Wealth,LLC
DECREASED
Shares29,667 from 52,282
Change-22,615 (-43%)
Value$1.3M (-$925.3K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares28,224 from 29,166
Change-942 (-3%)
Value$1.2M (-$12.1K)
Filed 2026-10-30
Merit Financial Group, LLC
DECREASED
Shares28,007 from 28,373
Change-366 (-1%)
Value$1.2M (+$12.0K)
Filed 2026-11-06
Cornerstone Wealth, LLC
DECREASED
Shares27,621 from 27,838
Change-217 (-1%)
Value$1.2M (+$12.8K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
DECREASED
Shares26,561 from 28,004
Change-1,443 (-5%)
Value$1.1M (-$34.9K)
Filed 2026-10-15
Weaver Consulting Group
DECREASED
Shares25,028 from 25,218
Change-190 (-1%)
Value$1.1M (+$16.5K)
Filed 2026-10-07
Blue Bell Private Wealth Management, LLC
DECREASED
Shares23,577 from 23,865
Change-288 (-1%)
Value$1.0M (+$11.0K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares23,485 from 27,713
Change-4,228 (-15%)
Value$1.0M (-$155.4K)
Filed 2026-10-16
Valmark Advisers, Inc.
UNCHANGED
Shares22,562 from 22,562
Change0 (0%)
Value$974.2K (+$22.1K)
Filed 2026-11-06
Todd Wealth Management, LLC
DECREASED
Shares21,663 from 21,825
Change-162 (-1%)
Value$935.4K (+$14.4K)
Filed 2026-10-19
Phoenix Financial Ltd.
UNCHANGED
Shares21,250 from 21,250
Change0 (0%)
Value$917.2K (+$20.4K)
Filed 2026-11-09
Quest 10 Wealth Builders, Inc.
DECREASED
Shares21,064 from 21,914
Change-850 (-4%)
Value$902.3K (-$22.5K)
Filed 2026-11-02
Compound Planning, Inc.
DECREASED
Shares20,310 from 22,801
Change-2,491 (-11%)
Value$877.0K (-$85.2K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares19,587 from 20,056
Change-469 (-2%)
Value$845.8K (-$597)
Filed 2026-10-28
City Center Advisors, LLC
INCREASED
Shares19,565 from 18,805
Change+760 (+4%)
Value$844.8K (+$51.2K)
Filed 2026-10-08
Independent Financial Group, LLC
UNCHANGED
Shares18,510 from 18,510
Change0 (0%)
Value$799.3K (+$18.1K)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
UNCHANGED
Shares18,286 from 18,286
Change0 (0%)
Value$789.6K (+$17.9K)
Filed 2026-11-06
Riverchase Wealth Management, LLC
UNCHANGED
Shares17,967 from 17,967
Change0 (0%)
Value$775.8K (+$17.6K)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
UNCHANGED
Shares17,943 from 17,943
Change0 (0%)
Value$774.8K (+$17.6K)
Filed 2026-11-02
Helium Advisors LLC
DECREASED
Shares17,492 from 17,692
Change-200 (-1%)
Value$755.3K (+$8.7K)
Filed 2026-10-23
WealthPLAN Partners, LLC
INCREASED
Shares17,341 from 16,054
Change+1,287 (+8%)
Value$748.8K (+$71.3K)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
NEW
Shares17,307
Change+17,307
Value$749.9K
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares16,268 from 17,398
Change-1,130 (-6%)
Value$704.5K (-$29.7K)
Filed 2026-10-28
Pacific Park Financial, Inc.
DECREASED
Shares16,241 from 16,869
Change-628 (-4%)
Value$701.3K (-$10.6K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares15,849 from 16,851
Change-1,002 (-6%)
Value$684.4K (-$26.8K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
DECREASED
Shares15,553 from 15,965
Change-412 (-3%)
Value$671.6K (-$2.1K)
Filed 2026-10-13
Schulz Wealth, Ltd.
UNCHANGED
Shares15,515 from 15,515
Change0 (0%)
Value$669.9K (+$15.2K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares14,976 from 15,879
Change-903 (-6%)
Value$646.7K (-$23.4K)
Filed 2026-10-15
TrustBank
UNCHANGED
Shares14,797 from 14,797
Change0 (0%)
Value$638.9K (+$14.5K)
Filed 2026-10-20
Liberty Atlantic Advisors LLC
UNCHANGED
Shares14,792 from 14,792
Change0 (0%)
Value$638.7K (+$14.5K)
Filed 2026-10-14
Atticus Wealth Management, LLC
DECREASED
Shares14,338 from 14,488
Change-150 (-1%)
Value$619.1K (+$7.7K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED
Shares12,975 from 12,975
Change0 (0%)
Value$560.3K (+$12.7K)
Filed 2026-11-06
Weaver Capital Management LLC
INCREASED
Shares12,602 from 6,102
Change+6,500 (+107%)
Value$544.2K (+$301.3K)
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares12,570 from 13,260
Change-690 (-5%)
Value$542.8K (-$16.8K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares11,794 from 11,794
Change0 (0%)
Value$509.3K (+$11.6K)
Filed 2026-10-13
TopTier Wealth Management, LLC
UNCHANGED
Shares11,723 from 11,723
Change0 (0%)
Value$506.2K (+$11.5K)
Filed 2026-10-16
Opus Financial Solutions LLC
DECREASED
Shares11,698 from 12,452
Change-754 (-6%)
Value$505.1K (-$20.4K)
Filed 2026-11-06
Chapman Financial Group, LLC
DECREASED
Shares11,677 from 12,383
Change-706 (-6%)
Value$504.2K (-$18.4K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares11,565 from 12,039
Change-474 (-4%)
Value$499.4K (-$8.7K)
Filed 2026-10-28
Clay Northam Wealth Management, LLC
UNCHANGED
Shares11,515 from 11,515
Change0 (0%)
Value$497.2K (+$11.3K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED
Shares11,289 from 11,289
Change0 (0%)
Value$487.4K (+$11.1K)
Filed 2026-10-26
Keystone Wealth Services, LLC
UNCHANGED
Shares11,071 from 11,071
Change0 (0%)
Value$477.9K (+$10.7K)
Filed 2026-11-03
Bullseye Investment Management, LLC
DECREASED
Shares10,800 from 12,595
Change-1,795 (-14%)
Value$466.3K (-$65.2K)
Filed 2026-10-29
Blue Zone Wealth Advisors, LLC
DECREASED
Shares10,500 from 11,064
Change-564 (-5%)
Value$453.4K (-$13.5K)
Filed 2026-10-19
Milestone Asset Management, LLC
INCREASED
Shares10,468 from 9,998
Change+470 (+5%)
Value$452.0K (+$30.1K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares10,353 from 10,891
Change-538 (-5%)
Value$447.0K (-$12.6K)
Filed 2026-10-14
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares9,956 from 9,663
Change+293 (+3%)
Value$429.9K (+$22.1K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
DECREASED
Shares9,874 from 10,574
Change-700 (-7%)
Value$426.4K (-$19.9K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares9,522 from 9,380
Change+142 (+2%)
Value$411.2K (+$15.3K)
Filed 2026-11-04
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares9,504 from 9,504
Change0 (0%)
Value$410.4K (+$9.3K)
Filed 2026-10-13
Drive Wealth Management, LLC
NEW
Shares9,492
Change+9,492
Value$409.9K
Filed 2026-11-09
James T. Borello RIA
UNCHANGED
Shares9,200 from 9,200
Change0 (0%)
Value$397.3K (+$9.0K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,022 from 6,701
Change+2,321 (+35%)
Value$389.6K (+$106.8K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED
Shares9,020 from 9,216
Change-196 (-2%)
Value$389.5K (+$569)
Filed 2026-10-08
Fort Washington Investment Advisors Inc
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$388.6K (+$8.8K)
Filed 2026-10-15
Americana Partners, LLC
DECREASED
Shares8,971 from 9,096
Change-125 (-1%)
Value$387.4K (+$3.5K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
DECREASED
Shares8,736 from 8,957
Change-221 (-2%)
Value$377.2K (-$765)
Filed 2026-10-28
Integral Investment Advisors, Inc.
UNCHANGED
Shares8,685 from 8,685
Change0 (0%)
Value$375.0K (+$8.5K)
Filed 2026-11-03
BIP Wealth, LLC
DECREASED
Shares8,567 from 9,046
Change-479 (-5%)
Value$369.9K (-$11.8K)
Filed 2026-10-22
McAdam, LLC
UNCHANGED
Shares8,456 from 8,456
Change0 (0%)
Value$365.1K (+$8.3K)
Filed 2026-10-21
Smith Shellnut Wilson LLC
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$341.1K (+$7.7K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
UNCHANGED
Shares7,642 from 7,642
Change0 (0%)
Value$330.0K (+$7.5K)
Filed 2026-10-13
Cypress Wealth Services, LLC
UNCHANGED
Shares7,112 from 7,112
Change0 (0%)
Value$308.8K (+$8.7K)
Filed 2026-10-21
Seros Financial, LLC
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$306.6K (+$7.0K)
Filed 2026-10-21
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares7,011 from 7,011
Change0 (0%)
Value$302.7K (+$6.9K)
Filed 2026-11-02
Visionary Wealth Advisors
UNCHANGED
Shares6,917 from 6,917
Change0 (0%)
Value$298.7K (+$6.8K)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares6,543 from 6,543
Change0 (0%)
Value$282.5K (+$6.4K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares6,222 from 5,506
Change+716 (+13%)
Value$268.7K (+$36.3K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
UNCHANGED
Shares5,948 from 5,948
Change0 (0%)
Value$256.8K (+$5.8K)
Filed 2026-10-21
Midwest Financial Network, LLC
DECREASED
Shares5,770 from 6,057
Change-287 (-5%)
Value$249.2K (-$6.4K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares5,663 from 6,620
Change-957 (-14%)
Value$244.5K (-$34.8K)
Filed 2026-10-29
Beacon Financial Advisory LLC
UNCHANGED
Shares5,533 from 5,533
Change0 (0%)
Value$238.9K (+$5.4K)
Filed 2026-10-16
Retirement Guys Formula LLC
DECREASED
Shares5,452 from 5,722
Change-270 (-5%)
Value$235.4K (-$6.1K)
Filed 2026-10-26
Long Island Wealth Management, Inc.
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$228.9K (+$5.2K)
Filed 2026-10-20
IMG Wealth Management, Inc.
UNCHANGED
Shares5,087 from 5,087
Change0 (0%)
Value$219.7K (+$5.0K)
Filed 2026-10-27
Lotus Asset Management LLC
UNCHANGED
Shares4,974 from 4,974
Change0 (0%)
Value$214.8K (+$4.9K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
DECREASED
Shares4,957 from 5,018
Change-61 (-1%)
Value$214.0K (+$2.3K)
Filed 2026-11-05
Nations Financial Group Inc,
UNCHANGED
Shares4,955 from 4,955
Change0 (0%)
Value$214.0K (+$4.9K)
Filed 2026-11-05
JIM Saulnier & Associates, LLC
UNCHANGED
Shares4,871 from 4,871
Change0 (0%)
Value$210.3K (+$4.8K)
Filed 2026-11-04
Clear Point Advisors Inc.
NEW
Shares4,723
Change+4,723
Value$203.9K
Filed 2026-10-30
City Holding Co
DECREASED
Shares4,096 from 7,431
Change-3,335 (-45%)
Value$176.9K (-$136.7K)
Filed 2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$118.7K (+$2.7K)
Filed 2026-10-15
Barclays PLC
DECREASED
Shares2,702 from 3,158
Change-456 (-14%)
Value$116.7K (-$16.6K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$94.7K (+$2.1K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$87.3K (+$2.0K)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares1,434
Change+1,434
Value$61.9K
Filed 2026-10-14
Lloyd Advisory Services, Llc.
DECREASED
Shares1,097 from 1,156
Change-59 (-5%)
Value$47.4K (-$1.4K)
Filed 2026-11-02
Reicon Wealth Advisors, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$31.3K (+$711)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$25.9K (+$588)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares561
Change+561
Value$24.2K
Filed 2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.3K (+$98)
Filed 2026-10-09
Corrado Advisors, LLC
CLOSED
Shares0 from 105,354
Change-105,354 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-27
Bluesphere Advisors LLC
CLOSED
Shares0 from 5,289
Change-5,289 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-19
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.6M (+$36.3K)
Filed 2026-10-29
Alliancebernstein L.P.
N/A
Shares— from 2,363,489
Change-2,363,489 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,723,441
Change-1,723,441 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 711,850
Change-711,850 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 438,313
Change-438,313 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 423,425
Change-423,425 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 384,554
Change-384,554 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 383,208
Change-383,208 (-100%)
Value—
Blair William & Co
N/A
Shares— from 351,283
Change-351,283 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 305,565
Change-305,565 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 304,503
Change-304,503 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 279,841
Change-279,841 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 237,192
Change-237,192 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 226,793
Change-226,793 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 209,705
Change-209,705 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 183,356
Change-183,356 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 176,095
Change-176,095 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 126,494
Change-126,494 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 125,832
Change-125,832 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 107,446
Change-107,446 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 101,843
Change-101,843 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 86,435
Change-86,435 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 82,889
Change-82,889 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 77,245
Change-77,245 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 77,018
Change-77,018 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 75,972
Change-75,972 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 72,748
Change-72,748 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 69,598
Change-69,598 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 65,322
Change-65,322 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 58,495
Change-58,495 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 57,384
Change-57,384 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 52,007
Change-52,007 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 51,807
Change-51,807 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 50,358
Change-50,358 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 47,517
Change-47,517 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 44,745
Change-44,745 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 42,625
Change-42,625 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 42,481
Change-42,481 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 40,387
Change-40,387 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,042
Change-33,042 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 32,800
Change-32,800 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 32,416
Change-32,416 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 31,656
Change-31,656 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 30,174
Change-30,174 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 24,969
Change-24,969 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 24,739
Change-24,739 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 24,392
Change-24,392 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 24,357
Change-24,357 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 23,617
Change-23,617 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,505
Change-21,505 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 20,721
Change-20,721 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,551
Change-19,551 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 19,204
Change-19,204 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 18,897
Change-18,897 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 18,676
Change-18,676 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 18,544
Change-18,544 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 18,117
Change-18,117 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,530
Change-16,530 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 16,385
Change-16,385 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,450
Change-15,450 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 14,550
Change-14,550 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 14,145
Change-14,145 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,760
Change-13,760 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 13,545
Change-13,545 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,499
Change-13,499 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 12,840
Change-12,840 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 12,754
Change-12,754 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,140
Change-12,140 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,766
Change-11,766 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 11,095
Change-11,095 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,027
Change-11,027 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,075
Change-10,075 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,540
Change-8,540 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,533
Change-8,533 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,255
Change-8,255 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 8,191
Change-8,191 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 7,436
Change-7,436 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 787
Change-787 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 326
Change-326 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 290
Change-290 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Allworth Financial LP
INCREASED835,377806,553+28,824+4%$34.0M$35.3M+$1.2M2026-11-06
LPL Financial LLC
DECREASED387,476387,680-2040%$16.4M$16.7M+$371.1K2026-11-06
Kestra Advisory Services, LLC
INCREASED352,928327,187+25,741+8%$13.8M$15.2M+$1.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED248,089254,093-6,004-2%$10.7M$10.7M-$11.0K2026-11-02
Bedel Financial Consulting, Inc.
UNCHANGED235,808235,80800%$10.0M$10.2M+$231.1K2026-11-06
Bellwether Advisors, LLC
DECREASED218,005218,580-5750%$9.2M$9.4M+$189.4K2026-11-09
AA Financial Advisors, LLC
INCREASED217,861198,247+19,614+10%$8.4M$9.4M+$1.0M2026-10-19
Southland Equity Partners LLC
DECREASED210,538211,374-8360%$8.9M$9.1M+$171.0K2026-10-14
Commonwealth Equity Services, LLC
DECREASED202,309260,839-58,530-22%$11.0M$8.7M-$2.3M2026-11-02
Triad Wealth Partners, LLC
INCREASED200,699177,922+22,777+13%$7.6M$8.7M+$1.1M2026-10-26
US Bancorp \de\
DECREASED175,232200,003-24,771-12%$8.4M$7.6M-$873.6K2026-11-05
Brookstone Capital Management
DECREASED146,365149,313-2,948-2%$6.3M$6.3M+$19.0K2026-10-22
Gill Capital Partners, LLC
DECREASED143,248144,267-1,019-1%$6.1M$6.2M+$97.4K2026-10-13
Signal Advisors Wealth, LLC
INCREASED127,534126,529+1,005+1%$5.3M$5.5M+$167.4K2026-10-13
Elmwood Wealth Management, Inc.
DECREASED120,961123,864-2,903-2%$5.2M$5.2M-$4.0K2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED117,254121,679-4,425-4%$5.1M$5.1M-$71.8K2026-10-13
CoreCap Advisors, LLC
INCREASED115,226114,078+1,148+1%$4.8M$5.0M+$161.4K2026-10-08
Pinnacle Wealth Management Group, Inc.
DECREASED109,956110,081-1250%$4.6M$4.7M+$102.5K2026-10-15
Founders Financial Securities LLC
INCREASED108,71793,359+15,358+16%$3.9M$4.7M+$754.7K2026-10-28
Nikulski Financial, Inc.
DECREASED81,53181,818-2870%$3.5M$3.5M+$67.8K2026-11-06
KFG Wealth Management, LLC
DECREASED81,37385,805-4,432-5%$3.6M$3.5M-$107.3K2026-10-16
Truist Financial Corp
DECREASED80,732130,366-49,634-38%$5.5M$3.5M-$2.0M2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED79,425272,486-193,061-71%$11.6M$2.7M-$8.9M2026-10-13
CRA Financial Services, LLC
DECREASED76,37976,979-600-1%$3.2M$3.3M+$49.5K2026-10-16
Farther Finance Advisors, LLC
DECREASED70,42380,214-9,791-12%$3.4M$3.0M-$344.1K2026-10-08
Diligent Investors, LLC
DECREASED69,82670,778-952-1%$3.0M$3.0M+$28.3K2026-10-21
AdvisorNet Financial, Inc
DECREASED60,35062,506-2,156-3%$2.6M$2.6M-$23.1K2026-10-15
Encompass More Asset Management
INCREASED55,30921,638+33,671+156%$913.1K$2.4M+$1.5M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED54,77431,058+23,716+76%$1.3M$2.4M+$1.1M2026-10-16
Blue Water Asset Management
DECREASED52,70153,683-982-2%$2.3M$2.3M+$10.2K2026-11-04
Trek Financial, LLC
DECREASED50,54650,558-120%$2.1M$2.2M+$49.0K2026-10-29
Fortune Financial Group, Inc.
DECREASED48,61949,288-669-1%$2.1M$2.1M+$19.4K2026-10-22
HB Wealth Management, LLC
UNCHANGED47,55547,55500%$2.0M$2.1M+$46.6K2026-10-23
BFI Wealth Solutions, LLC
INCREASED46,44245,918+524+1%$1.9M$2.0M+$67.6K2026-10-16
Atria Investments, Inc
INCREASED46,33245,967+365+1%$1.9M$2.0M+$60.8K2026-10-15
Creative Planning
INCREASED46,25040,364+5,886+15%$1.7M$2.0M+$293.7K2026-11-02
BCS Wealth Management
DECREASED44,23545,522-1,287-3%$1.9M$1.9M-$11.0K2026-11-03
Apollon Wealth Management, LLC
UNCHANGED38,69738,69700%$1.6M$1.7M+$37.9K2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED37,44638,341-895-2%$1.6M$1.6M-$1.1K2026-10-14
Selby Wealth Management, LLC
UNCHANGED36,53536,53500%$1.5M$1.6M+$35.8K2026-10-16
Evermay Wealth Management LLC
DECREASED34,02337,588-3,565-9%$1.6M$1.5M-$117.1K2026-11-05
Castle Rock Wealth Management, LLC
DECREASED33,83334,109-276-1%$1.4M$1.5M+$30.3K2026-10-09
Straight Path Wealth Management
INCREASED33,77931,026+2,753+9%$1.3M$1.5M+$149.3K2026-10-23
Chris Bulman Inc
DECREASED33,22334,050-827-2%$1.4M$1.4M-$2.3K2026-10-20
Dhjj Financial Advisors, Ltd.
DECREASED32,37132,756-385-1%$1.4M$1.4M+$15.5K2026-10-23
Jacobi Capital Management LLC
UNCHANGED31,24631,24600%$1.3M$1.3M+$30.6K2026-11-05
Hofer & Associates. Inc
NEW31,131—+31,131——$1.3M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED31,13132,871-1,740-5%$1.4M$1.3M-$42.9K2026-10-14
Lineweaver Wealth Advisors, LLC
UNCHANGED30,47530,47500%$1.3M$1.3M+$29.9K2026-10-13
FAI Advisors, Inc.
DECREASED30,27930,477-198-1%$1.3M$1.3M+$21.3K2026-10-27
RFG Advisory, LLC
DECREASED29,68330,478-795-3%$1.3M$1.3M-$4.5K2026-11-03
Simplicity Wealth,LLC
DECREASED29,66752,282-22,615-43%$2.2M$1.3M-$925.3K2026-10-23
Spire Wealth Management
DECREASED28,22429,166-942-3%$1.2M$1.2M-$12.1K2026-10-30
Merit Financial Group, LLC
DECREASED28,00728,373-366-1%$1.2M$1.2M+$12.0K2026-11-06
Cornerstone Wealth, LLC
DECREASED27,62127,838-217-1%$1.2M$1.2M+$12.8K2026-10-28
WealthPlan Investment Management, LLC
DECREASED26,56128,004-1,443-5%$1.2M$1.1M-$34.9K2026-10-15
Weaver Consulting Group
DECREASED25,02825,218-190-1%$1.1M$1.1M+$16.5K2026-10-07
Blue Bell Private Wealth Management, LLC
DECREASED23,57723,865-288-1%$1.0M$1.0M+$11.0K2026-10-29
IFP Advisors, Inc
DECREASED23,48527,713-4,228-15%$1.2M$1.0M-$155.4K2026-10-16
Valmark Advisers, Inc.
UNCHANGED22,56222,56200%$952.1K$974.2K+$22.1K2026-11-06
Todd Wealth Management, LLC
DECREASED21,66321,825-162-1%$921.0K$935.4K+$14.4K2026-10-19
Phoenix Financial Ltd.
UNCHANGED21,25021,25000%$896.8K$917.2K+$20.4K2026-11-09
Quest 10 Wealth Builders, Inc.
DECREASED21,06421,914-850-4%$924.8K$902.3K-$22.5K2026-11-02
Compound Planning, Inc.
DECREASED20,31022,801-2,491-11%$962.2K$877.0K-$85.2K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED19,58720,056-469-2%$846.4K$845.8K-$5972026-10-28
City Center Advisors, LLC
INCREASED19,56518,805+760+4%$793.6K$844.8K+$51.2K2026-10-08
Independent Financial Group, LLC
UNCHANGED18,51018,51000%$781.1K$799.3K+$18.1K2026-10-13
Collaborative Wealth Managment Inc.
UNCHANGED18,28618,28600%$771.7K$789.6K+$17.9K2026-11-06
Riverchase Wealth Management, LLC
UNCHANGED17,96717,96700%$758.2K$775.8K+$17.6K2026-10-28
Cornerstone Wealth Group, LLC
UNCHANGED17,94317,94300%$757.2K$774.8K+$17.6K2026-11-02
Helium Advisors LLC
DECREASED17,49217,692-200-1%$746.6K$755.3K+$8.7K2026-10-23
WealthPLAN Partners, LLC
INCREASED17,34116,054+1,287+8%$677.5K$748.8K+$71.3K2026-10-15
NorthCrest Asset Manangement, LLC
NEW17,307—+17,307——$749.9K—2026-10-13
Global Assets Advisory, LLC
DECREASED16,26817,398-1,130-6%$734.2K$704.5K-$29.7K2026-10-28
Pacific Park Financial, Inc.
DECREASED16,24116,869-628-4%$711.9K$701.3K-$10.6K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED15,84916,851-1,002-6%$711.1K$684.4K-$26.8K2026-11-02
Fiduciary Financial Group, LLC
DECREASED15,55315,965-412-3%$673.7K$671.6K-$2.1K2026-10-13
Schulz Wealth, Ltd.
UNCHANGED15,51515,51500%$654.7K$669.9K+$15.2K2026-11-03
HBW Advisory Services LLC
DECREASED14,97615,879-903-6%$670.1K$646.7K-$23.4K2026-10-15
TrustBank
UNCHANGED14,79714,79700%$624.4K$638.9K+$14.5K2026-10-20
Liberty Atlantic Advisors LLC
UNCHANGED14,79214,79200%$624.2K$638.7K+$14.5K2026-10-14
Atticus Wealth Management, LLC
DECREASED14,33814,488-150-1%$611.4K$619.1K+$7.7K2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED12,97512,97500%$547.5K$560.3K+$12.7K2026-11-06
Weaver Capital Management LLC
INCREASED12,6026,102+6,500+107%$242.9K$544.2K+$301.3K2026-10-15
Ascent Wealth Partners, LLC
DECREASED12,57013,260-690-5%$559.6K$542.8K-$16.8K2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED11,79411,79400%$497.7K$509.3K+$11.6K2026-10-13
TopTier Wealth Management, LLC
UNCHANGED11,72311,72300%$494.7K$506.2K+$11.5K2026-10-16
Opus Financial Solutions LLC
DECREASED11,69812,452-754-6%$525.5K$505.1K-$20.4K2026-11-06
Chapman Financial Group, LLC
DECREASED11,67712,383-706-6%$522.6K$504.2K-$18.4K2026-10-26
MGO One Seven LLC
DECREASED11,56512,039-474-4%$508.0K$499.4K-$8.7K2026-10-28
Clay Northam Wealth Management, LLC
UNCHANGED11,51511,51500%$485.9K$497.2K+$11.3K2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED11,28911,28900%$476.4K$487.4K+$11.1K2026-10-26
Keystone Wealth Services, LLC
UNCHANGED11,07111,07100%$467.2K$477.9K+$10.7K2026-11-03
Bullseye Investment Management, LLC
DECREASED10,80012,595-1,795-14%$531.5K$466.3K-$65.2K2026-10-29
Blue Zone Wealth Advisors, LLC
DECREASED10,50011,064-564-5%$466.9K$453.4K-$13.5K2026-10-19
Milestone Asset Management, LLC
INCREASED10,4689,998+470+5%$421.9K$452.0K+$30.1K2026-10-15
Focus Financial Network, Inc.
DECREASED10,35310,891-538-5%$459.6K$447.0K-$12.6K2026-10-14
Journey Retirement Planning & Investment Management LLC
INCREASED9,9569,663+293+3%$407.8K$429.9K+$22.1K2026-10-09
J.W. Cole Advisors, Inc.
DECREASED9,87410,574-700-7%$446.2K$426.4K-$19.9K2026-11-05
Creative Financial Designs Inc
INCREASED9,5229,380+142+2%$395.8K$411.2K+$15.3K2026-11-04
Blue Sky Capital Consultants Group, Inc.
UNCHANGED9,5049,50400%$401.1K$410.4K+$9.3K2026-10-13
Drive Wealth Management, LLC
NEW9,492—+9,492——$409.9K—2026-11-09
James T. Borello RIA
UNCHANGED9,2009,20000%$388.2K$397.3K+$9.0K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED9,0226,701+2,321+35%$282.8K$389.6K+$106.8K2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED9,0209,216-196-2%$388.9K$389.5K+$5692026-10-08
Fort Washington Investment Advisors Inc
UNCHANGED9,0009,00000%$379.8K$388.6K+$8.8K2026-10-15
Americana Partners, LLC
DECREASED8,9719,096-125-1%$383.9K$387.4K+$3.5K2026-10-28
Financial Network Wealth Advisors LLC
DECREASED8,7368,957-221-2%$378.0K$377.2K-$7652026-10-28
Integral Investment Advisors, Inc.
UNCHANGED8,6858,68500%$366.5K$375.0K+$8.5K2026-11-03
BIP Wealth, LLC
DECREASED8,5679,046-479-5%$381.7K$369.9K-$11.8K2026-10-22
McAdam, LLC
UNCHANGED8,4568,45600%$356.8K$365.1K+$8.3K2026-10-21
Smith Shellnut Wilson LLC
UNCHANGED7,9007,90000%$333.4K$341.1K+$7.7K2026-10-21
Dynamic Advisor Solutions LLC
UNCHANGED7,6427,64200%$322.5K$330.0K+$7.5K2026-10-13
Cypress Wealth Services, LLC
UNCHANGED7,1127,11200%$300.1K$308.8K+$8.7K2026-10-21
Seros Financial, LLC
UNCHANGED7,1007,10000%$299.6K$306.6K+$7.0K2026-10-21
Websterrogers Financial Advisors, LLC
UNCHANGED7,0117,01100%$295.9K$302.7K+$6.9K2026-11-02
Visionary Wealth Advisors
UNCHANGED6,9176,91700%$291.9K$298.7K+$6.8K2026-11-04
Clearstead Advisors, LLC
UNCHANGED6,5436,54300%$276.1K$282.5K+$6.4K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED6,2225,506+716+13%$232.4K$268.7K+$36.3K2026-10-14
Axxcess Wealth Management, LLC
UNCHANGED5,9485,94800%$251.0K$256.8K+$5.8K2026-10-21
Midwest Financial Network, LLC
DECREASED5,7706,057-287-5%$255.6K$249.2K-$6.4K2026-10-13
Integrity Alliance, Llc.
DECREASED5,6636,620-957-14%$279.4K$244.5K-$34.8K2026-10-29
Beacon Financial Advisory LLC
UNCHANGED5,5335,53300%$233.5K$238.9K+$5.4K2026-10-16
Retirement Guys Formula LLC
DECREASED5,4525,722-270-5%$241.5K$235.4K-$6.1K2026-10-26
Long Island Wealth Management, Inc.
UNCHANGED5,3005,30000%$223.7K$228.9K+$5.2K2026-10-20
IMG Wealth Management, Inc.
UNCHANGED5,0875,08700%$214.7K$219.7K+$5.0K2026-10-27
Lotus Asset Management LLC
UNCHANGED4,9744,97400%$209.9K$214.8K+$4.9K2026-10-14
Stirlingshire Investments, Inc.
DECREASED4,9575,018-61-1%$211.8K$214.0K+$2.3K2026-11-05
Nations Financial Group Inc,
UNCHANGED4,9554,95500%$209.1K$214.0K+$4.9K2026-11-05
JIM Saulnier & Associates, LLC
UNCHANGED4,8714,87100%$205.6K$210.3K+$4.8K2026-11-04
Clear Point Advisors Inc.
NEW4,723—+4,723——$203.9K—2026-10-30
City Holding Co
DECREASED4,0967,431-3,335-45%$313.6K$176.9K-$136.7K2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED2,7502,75000%$116.1K$118.7K+$2.7K2026-10-15
Barclays PLC
DECREASED2,7023,158-456-14%$133.3K$116.7K-$16.6K2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED2,1922,19200%$92.5K$94.7K+$2.1K2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED2,0212,02100%$85.3K$87.3K+$2.0K2026-11-04
IFS Advisors, LLC
NEW1,434—+1,434——$61.9K—2026-10-14
Lloyd Advisory Services, Llc.
DECREASED1,0971,156-59-5%$48.8K$47.4K-$1.4K2026-11-02
Reicon Wealth Advisors, LLC
UNCHANGED72572500%$30.6K$31.3K+$7112026-11-04
Evolution Wealth Management Inc.
UNCHANGED60060000%$25.3K$25.9K+$5882026-10-28
Provenance Wealth Advisors, LLC
NEW561—+561——$24.2K—2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED10010000%$4.2K$4.3K+$982026-10-09
Corrado Advisors, LLC
CLOSED0105,354-105,354-100%$4.4M$0-$4.4M2026-10-27
Bluesphere Advisors LLC
CLOSED05,289-5,289-100%$223.2K$0-$223.2K2026-10-19
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.6M$1.6M+$36.3K2026-10-29
Alliancebernstein L.P.
N/A—2,363,489-2,363,489-100%$94.1M———
Penserra Capital Management LLC
N/A—1,723,441-1,723,441-100%$72.7M———
Osaic Holdings, Inc.
N/A—711,850-711,850-100%$30.0M———
Focus Partners Wealth
N/A—438,313-438,313-100%$18.5M———
Raymond James Financial Inc
N/A—423,425-423,425-100%$17.9M———
Envestnet Asset Management Inc
N/A—384,554-384,554-100%$16.2M———
Composition Wealth, LLC
N/A—383,208-383,208-100%$16.2M———
Blair William & Co
N/A—351,283-351,283-100%$14.8M———
Janney Montgomery Scott LLC
N/A—305,565-305,565-100%$12.9M———
HighTower Advisors, LLC
N/A—304,503-304,503-100%$12.9M———
Cetera Investment Advisers
N/A—279,841-279,841-100%$11.8M———
Orion Porfolio Solutions, LLC
N/A—237,192-237,192-100%$10.0M———
Beacon Pointe Advisors, LLC
N/A—226,793-226,793-100%$9.6M———
Cassady Wealth & Retirement Planning, LLC
N/A—209,705-209,705-100%$8.8M———
MML Investors Services, LLC
N/A—183,356-183,356-100%$7.7M———
Tradition Wealth Management, LLC
N/A—176,095-176,095-100%$7.4M———
Talon Private Wealth, LLC
N/A—126,494-126,494-100%$5.3M———
Rothschild Wealth LLC
N/A—125,832-125,832-100%$5.3M———
Susquehanna International Group, LLP
N/A—107,446-107,446-100%$4.5M———
MTM Financial Group, LLC
N/A—101,843-101,843-100%$4.3M———
Keating Financial Advisory Services, Inc.
N/A—86,435-86,435-100%$3.6M———
WPWealth LLP
N/A—82,889-82,889-100%$3.5M———
Harbour Investments, Inc.
N/A—77,245-77,245-100%$3.3M———
World Investment Advisors
N/A—77,018-77,018-100%$3.2M———
Advisory Alpha, LLC
N/A—75,972-75,972-100%$3.2M———
MAI Capital Management
N/A—72,748-72,748-100%$3.1M———
Cerity Partners LLC
N/A—69,598-69,598-100%$2.9M———
CreativeOne Wealth, LLC
N/A—65,322-65,322-100%$2.8M———
Fiduciary Financial Advisors
N/A—58,495-58,495-100%$2.5M———
Cofg Advisors, LLC
N/A—57,384-57,384-100%$2.4M———
NewEdge Advisors, LLC
N/A—52,007-52,007-100%$2.2M———
Centaurus Financial, Inc.
N/A—51,807-51,807-100%$2.2M———
Cresset Asset Management, LLC
N/A—50,358-50,358-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—47,517-47,517-100%$2.0M———
Mutual Advisors, LLC
N/A—44,745-44,745-100%$1.9M———
Captrust Financial Advisors
N/A—42,625-42,625-100%$1.8M———
Sfmg, LLC
N/A—42,481-42,481-100%$1.8M———
Benjamin Edwards Inc
N/A—40,387-40,387-100%$1.7M———
AE Wealth Management LLC
N/A—33,042-33,042-100%$1.4M———
Dakota Wealth Management
N/A—32,800-32,800-100%$1.4M———
Advisory Services Network, LLC
N/A—32,416-32,416-100%$1.4M———
Vantage Point Financial LLC
N/A—31,656-31,656-100%$1.3M———
Citadel Advisors LLC
N/A—30,174-30,174-100%$1.3M———
Caprock Group, LLC
N/A—24,969-24,969-100%$1.1M———
Continuum Advisory, LLC
N/A—24,739-24,739-100%$1.0M———
FSA Advisors, Inc.
N/A—24,392-24,392-100%$1.0M———
Belpointe Asset Management LLC
N/A—24,357-24,357-100%$1.0M———
Wealth Alliance, LLC
N/A—23,617-23,617-100%$996.6K———
Arax Advisory Partners
N/A—21,505-21,505-100%$907.5K———
Foundations Investment Advisors, LLC
N/A—20,721-20,721-100%$874.4K———
Arkadios Wealth Advisors
N/A—20,200-20,200-100%$852.4K———
Principal Securities, Inc.
N/A—19,551-19,551-100%$825.1K———
Yarger Wealth Strategies, LLC
N/A—19,204-19,204-100%$814.0K———
Wood Tarver Financial Group, LLC
N/A—18,897-18,897-100%$797.0K———
Forty-three Eighteen Advisors, LLC
N/A—18,676-18,676-100%$788.1K———
First Commonwealth Financial Corp
N/A—18,544-18,544-100%$782.6K———
Per Stirling Capital Management, Llc.
N/A—18,117-18,117-100%$764.5K———
Global Retirement Partners, LLC
N/A—16,530-16,530-100%$697.6K———
Ponta Wealth Partners, LLC
N/A—16,385-16,385-100%$691.4K———
Main Street Financial Solutions, LLC
N/A—15,450-15,450-100%$652.0K———
Madison Wealth Partners, Inc
N/A—14,550-14,550-100%$614.0K———
Orion Capital Management LLC
N/A—14,145-14,145-100%$596.9K———
JPMorgan Chase & Co
N/A—13,760-13,760-100%$579.6K———
Retirement Income Solutions, Inc
N/A—13,545-13,545-100%$539.1K———
Integrated Wealth Concepts LLC
N/A—13,499-13,499-100%$569.7K———
Compass Advisory Group LLC
N/A—12,840-12,840-100%$541.8K———
Sound View Wealth Advisors Group, LLC
N/A—12,754-12,754-100%$538.2K———
Sequoia Financial Advisors, LLC
N/A—12,316-12,316-100%$519.7K———
Jane Street Group, LLC
N/A—12,140-12,140-100%$512.3K———
Quantinno Capital Management LP
N/A—11,766-11,766-100%$496.5K———
Garden State Investment Advisory Services LLC
N/A—11,095-11,095-100%$468.2K———
Old Mission Capital LLC
N/A—11,027-11,027-100%$465.3K———
AssuredPartners Investment Advisors, LLC
N/A—10,075-10,075-100%$425.2K———
Fidelis Capital Partners, LLC
N/A—9,622-9,622-100%$406.0K———
Ausdal Financial Partners, Inc.
N/A—9,088-9,088-100%$383.5K———
Waterloo Capital, L.P.
N/A—9,002-9,002-100%$379.9K———
Faithward Advisors, LLC
N/A—8,996-8,996-100%$379.6K———
Silver OAK Securities, Incorporated
N/A—8,540-8,540-100%$360.4K———
HRT Financial LP
N/A—8,533-8,533-100%$360.0K———
Inspire Advisors, LLC
N/A—8,255-8,255-100%$348.4K———
PlanVest Financial, Inc
N/A—8,211-8,211-100%$346.5K———
Bcgm Wealth Management, LLC
N/A—8,191-8,191-100%$345.7K———
Sequent Planning LLC
N/A—7,436-7,436-100%$313.8K———
Envestnet Portfolio Solutions, Inc.
N/A—6,571-6,571-100%$277.3K———
Advyzon Investment Management, LLC
N/A—6,499-6,499-100%$274.3K———
AQR Capital Management LLC
N/A—6,343-6,343-100%$267.7K———
WorthPointe, LLC
N/A—6,222-6,222-100%$262.6K———
Resolute Wealth Advisor, Inc.
N/A—6,197-6,197-100%$246.6K———
Bernard Wealth Management Corp.
N/A—5,671-5,671-100%$239.3K———
Steward Partners Investment Advisory, LLC
N/A—4,236-4,236-100%$178.8K———
Capital Analysts, LLC
N/A—4,201-4,201-100%$177.0K———
Morgan Stanley
N/A—3,468-3,468-100%$146.4K———
BlackRock, Inc.
N/A—3,213-3,213-100%$135.6K———
RED Reef Advisors LLC
N/A—2,900-2,900-100%$122.4K———
WealthShield Partners, LLC
N/A—2,817-2,817-100%$118.9K———
Integrity Financial Corp
N/A—1,673-1,673-100%$70.6K———
Rockefeller Capital Management L.P.
N/A—1,282-1,282-100%$54.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,275-1,275-100%$53.8K———
BFC Planning, Inc.
N/A—1,085-1,085-100%$45.8K———
Ameriflex Group, Inc.
N/A—787-787-100%$33.2K———
Northwestern Mutual Wealth Management Co
N/A—326-326-100%$13.8K———
Bank of Montreal
N/A—290-290-100%$12.2K———
O'shaughnessy Asset Management, LLC
N/A—25-25-100%$1.1K———
Showing 248 of 248 institutions