Innovator ETFs Trust - POCT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,812,590 | 78,140 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,590,682 | 73,823 | 0.57% | 0.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 671,775 | 31,176 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 558,490 | 25,919 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cerity Partners LLC | History | No change | 487,450 | 22,622 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 409,410 | 19,606 | 0.06% | 0.06% | 6 | -9,844 | -2.35% | Q3 2026 | Nov 02, 2026 |
| Focus Partners Wealth | History | No change | 398,999 | 18,517 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 374,536 | 17,382 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 371,721 | 17,251 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 366,562 | 17,012 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 335,293 | 16,057 | 0.02% | 0.03% | 11 | -100,533 | -23.07% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 285,994 | 13,273 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 245,061 | 11,735 | 0.34% | 0.34% | 13 | -933 | -0.38% | Q3 2026 | Oct 08, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 241,564 | 11,210 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 239,528 | 11,116 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 224,780 | 10,432 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 203,163 | 9,729 | 1.16% | 1.02% | 17 | +20,733 | 11.36% | Q3 2026 | Oct 19, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 188,366 | 9,020 | 0.5% | 0.42% | 18 | +35,392 | 23.14% | Q3 2026 | Oct 26, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 194,313 | 9,018 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 191,415 | 8,883 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 189,404 | 8,790 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 180,765 | 8,655 | 4.15% | 4.34% | 22 | -2,900 | -1.58% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 184,205 | 8,548 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 175,058 | 8,383 | 0.01% | 0.01% | 24 | -1,020 | -0.58% | Q3 2026 | Nov 05, 2026 |
| Brookstone Capital Management | History | Reduced | 172,443 | 8,258 | 0.08% | 0.08% | 25 | -5,633 | -3.16% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 172,187 | 7,532 | 0.01% | 0.01% | 26 | +63,345 | 58.2% | Q3 2026 | Oct 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 136,444 | 6,534 | 0.11% | 0.12% | 27 | -14,071 | -9.35% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 138,564 | 6,430 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 135,349 | 6,281 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | Reduced | 122,566 | 5,869 | 0.49% | 0.48% | 30 | -5,372 | -4.2% | Q3 2026 | Oct 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 116,556 | 5,581 | 0.25% | 0.27% | 31 | +670 | 0.58% | Q3 2026 | Oct 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 115,853 | 5,376 | 0.63% | 0.63% | 32 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Trek Financial, LLC | History | Added to | 110,439 | 5,288 | 0.24% | 0.25% | 33 | +378 | 0.34% | Q3 2026 | Oct 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 106,832 | 5,116 | 0.01% | 0.01% | 34 | -33,570 | -23.91% | Q3 2026 | Oct 30, 2026 |
| Advisory Services Network, LLC | History | No change | 110,112 | 5,110 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 104,905 | 5,024 | 0.01% | 0.01% | 36 | +1,535 | 1.48% | Q3 2026 | Nov 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 98,826 | 4,732 | 0.23% | 0.2% | 37 | +13,877 | 16.34% | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 101,754 | 4,722 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WPWealth LLP | History | No change | 99,124 | 4,600 | 0.68% | 0.68% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | Reduced | 84,922 | 4,066 | 0.7% | 0.72% | 40 | -3,792 | -4.27% | Q3 2026 | Oct 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 77,341 | 3,703 | 0.1% | — | 41 | +77,341 | New | Q3 2026 | Oct 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 77,729 | 3,607 | 0.47% | 0.47% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 77,602 | 3,601 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 77,021 | 3,574 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 74,988 | 3,480 | 0.29% | 0.29% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRA Financial Services, LLC | History | Reduced | 71,650 | 3,431 | 0.38% | 0.38% | 46 | -185 | -0.26% | Q3 2026 | Oct 16, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 68,417 | 3,276 | 1.61% | 0.62% | 47 | +39,263 | 134.67% | Q3 2026 | Oct 27, 2026 |
| CreativeOne Wealth, LLC | History | No change | 69,068 | 3,205 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 66,363 | 3,178 | 0.34% | 0.37% | 49 | -3,617 | -5.17% | Q3 2026 | Oct 16, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 68,157 | 3,163 | 0.44% | 0.44% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 67,252 | 3,121 | 1.45% | 1.45% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 67,013 | 3,110 | 1.33% | 1.33% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 64,380 | 3,083 | 0.37% | 0.4% | 53 | -5,142 | -7.4% | Q3 2026 | Oct 29, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 60,188 | 2,889 | 1.98% | 2.03% | 54 | +1,080 | 1.83% | Q3 2026 | Oct 16, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 59,619 | 2,855 | 2.55% | 1.84% | 55 | +9,029 | 17.85% | Q3 2026 | Oct 22, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 60,397 | 2,803 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 60,117 | 2,790 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| James T. Borello RIA | History | Reduced | 57,933 | 2,774 | 0.58% | 0.62% | 58 | -4,307 | -6.92% | Q3 2026 | Oct 16, 2026 |
| Diligent Investors, LLC | History | Reduced | 57,601 | 2,758 | 0.61% | 0.6% | 59 | -122 | -0.21% | Q3 2026 | Oct 21, 2026 |
| Chris Bulman Inc | History | Reduced | 57,562 | 2,756 | 0.97% | 0.98% | 60 | -397 | -0.68% | Q3 2026 | Oct 20, 2026 |
| Hofer & Associates. Inc | History | New | 56,864 | 2,723 | 1.9% | — | 62 | +56,864 | New | Q3 2026 | Oct 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 56,864 | 2,723 | 1.9% | 1.95% | 61 | -300 | -0.52% | Q3 2026 | Oct 13, 2026 |
| Three Seasons Wealth, LLC | History | No change | 56,500 | 2,705 | 0.24% | 0.24% | 63 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| World Investment Advisors | History | No change | 58,698 | 2,686 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 55,132 | 2,640 | 0.05% | 0.05% | 65 | -9,918 | -15.25% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 56,627 | 2,628 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 53,410 | 2,557 | 0.23% | 0.26% | 67 | -9,633 | -15.28% | Q3 2026 | Oct 16, 2026 |
| STEPHENS INC /AR/ | History | No change | 51,310 | 2,381 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Encompass More Asset Management | History | Added to | 49,296 | 2,360 | 0.33% | 0.13% | 69 | +29,966 | 155.02% | Q3 2026 | Oct 16, 2026 |
| Bellwether Advisors, LLC | History | No change | 50,797 | 2,357 | 0.35% | 0.35% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 50,074 | 2,323 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 45,694 | 2,120 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 45,198 | 2,097 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 43,283 | 2,008 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 41,523 | 1,988 | 0.03% | 0.03% | 75 | -1,346 | -3.14% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Reduced | 41,227 | 1,974 | 0.02% | 0.02% | 76 | -996 | -2.36% | Q3 2026 | Oct 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 45,195 | 1,948 | 0.34% | 0.34% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 38,650 | 1,850 | 0.48% | 0.46% | 78 | +1,300 | 3.48% | Q3 2026 | Oct 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 37,696 | 1,805 | 0.49% | 0.48% | 79 | -965 | -2.5% | Q3 2026 | Oct 13, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 38,542 | 1,788 | 0.17% | 0.17% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 36,665 | 1,755 | 0.13% | 0.13% | 81 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 37,041 | 1,719 | 1.16% | 1.16% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jacobi Capital Management LLC | History | No change | 34,959 | 1,674 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BCS Wealth Management | History | Reduced | 34,783 | 1,665 | 0.3% | 0.3% | 84 | -576 | -1.63% | Q3 2026 | Nov 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 34,145 | 1,635 | 0.16% | 0.16% | 85 | +275 | 0.81% | Q3 2026 | Oct 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 33,911 | 1,623 | 0.31% | 0.31% | 86 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 33,055 | 1,534 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 31,824 | 1,524 | 0.01% | 0.01% | 88 | -6,084 | -16.05% | Q3 2026 | Oct 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 32,818 | 1,523 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 31,690 | 1,470 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COFG Advisors, LLC | History | No change | 31,622 | 1,467 | 0.25% | 0.25% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,943 | 1,436 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAI Advisors, Inc. | History | Reduced | 29,274 | 1,401 | 0.54% | 0.54% | 93 | -280 | -0.95% | Q3 2026 | Oct 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 30,071 | 1,395 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 28,055 | 1,343 | 0.04% | 0.08% | 95 | -20,347 | -42.04% | Q3 2026 | Oct 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 27,949 | 1,338 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 27,416 | 1,312 | 0.24% | 0.24% | 97 | +900 | 3.39% | Q3 2026 | Oct 15, 2026 |
| Vantage Point Financial LLC | History | No change | 28,273 | 1,312 | 0.4% | 0.4% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,235 | 1,304 | 0.02% | 0.02% | 99 | +210 | 0.78% | Q3 2026 | Oct 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 26,860 | 1,302 | 0.25% | 0.25% | 100 | -214 | -0.79% | Q3 2026 | Oct 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 26,599 | 1,234 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Capital Management LLC | History | No change | 26,604 | 1,234 | 0.38% | 0.38% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FSA Advisors, Inc. | History | No change | 26,119 | 1,212 | 0.56% | 0.56% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,076 | 1,200 | 0.01% | 0.01% | 104 | +10,833 | 76.06% | Q3 2026 | Oct 16, 2026 |
| Valmark Advisers, Inc. | History | No change | 25,155 | 1,167 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 24,274 | 1,162 | 0.06% | 0.06% | 106 | -1,167 | -4.59% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 23,626 | 1,131 | 0.06% | 0.07% | 107 | -1,777 | -7.0% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 24,117 | 1,119 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 23,041 | 1,069 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 22,196 | 1,030 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 21,734 | 1,008 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,687 | 990 | 0.05% | 0.05% | 112 | +673 | 3.36% | Q3 2026 | Oct 22, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 20,424 | 978 | 0.56% | 0.64% | 113 | -1,058 | -4.93% | Q3 2026 | Oct 13, 2026 |
| Advisory Alpha, LLC | History | No change | 20,937 | 971 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berger Financial Group, Inc | History | No change | 20,659 | 958 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 19,292 | 935 | 0.4% | 0.4% | 116 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 20,116 | 933 | 0.22% | 0.22% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 19,375 | 927 | 0.42% | 0.43% | 118 | -350 | -1.77% | Q3 2026 | Oct 15, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 19,337 | 926 | 0.46% | 0.45% | 119 | -551 | -2.77% | Q3 2026 | Oct 29, 2026 |
| Focus Financial Network, Inc. | History | No change | 19,062 | 912 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Added to | 18,904 | 905 | 0.0% | 0.0% | 121 | +3,907 | 26.05% | Q3 2026 | Nov 02, 2026 |
| Weaver Consulting Group | History | Added to | 18,736 | 897 | 0.17% | 0.16% | 122 | +1,923 | 11.44% | Q3 2026 | Oct 07, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 18,486 | 885 | 0.09% | 0.1% | 123 | -3,085 | -14.3% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 18,688 | 867 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 17,828 | 853 | 0.54% | 0.62% | 125 | -771 | -4.15% | Q3 2026 | Oct 13, 2026 |
| City Center Advisors, LLC | History | Added to | 17,735 | 849 | 0.65% | 0.64% | 126 | +645 | 3.77% | Q3 2026 | Oct 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 17,807 | 826 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 16,716 | 810 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 16,912 | 809 | 0.03% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 16,271 | 786 | 0.02% | — | 130 | +16,271 | New | Q3 2026 | Oct 09, 2026 |
| Mutual Advisors, LLC | History | No change | 15,619 | 724 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 15,481 | 718 | 0.15% | 0.15% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 15,015 | 696 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 14,927 | 692 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 14,383 | 688 | 0.41% | 0.39% | 135 | -235 | -1.61% | Q3 2026 | Oct 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 14,229 | 681 | 0.17% | 0.17% | 136 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CITY HOLDING CO | History | Reduced | 13,851 | 663 | 0.07% | 0.08% | 137 | -851 | -5.79% | Q3 2026 | Oct 19, 2026 |
| McAdam, LLC | History | Added to | 13,766 | 659 | 0.02% | 0.02% | 138 | +801 | 6.18% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | Added to | 13,022 | 623 | 0.11% | 0.1% | 139 | +1,604 | 14.05% | Q3 2026 | Oct 14, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 13,020 | 623 | 0.29% | 0.3% | 140 | -45 | -0.34% | Q3 2026 | Oct 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 12,853 | 615 | 0.06% | 0.09% | 141 | -5,285 | -29.14% | Q3 2026 | Oct 29, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 12,605 | 603 | 0.14% | 0.15% | 142 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 12,476 | 597 | 0.16% | 0.15% | 143 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BCGM Wealth Management, LLC | History | No change | 12,862 | 596 | 0.13% | 0.13% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 12,073 | 578 | 0.24% | 0.22% | 145 | +986 | 8.89% | Q3 2026 | Oct 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 11,850 | 567 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 11,744 | 562 | 0.18% | 0.23% | 147 | -3,750 | -24.2% | Q3 2026 | Nov 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12,003 | 557 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 11,527 | 552 | 0.05% | 0.05% | 149 | +133 | 1.17% | Q3 2026 | Oct 15, 2026 |
| Inspire Advisors, LLC | History | No change | 11,856 | 550 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Advisory Group LLC | History | No change | 11,737 | 544 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 11,279 | 540 | 0.11% | 0.11% | 152 | -17 | -0.15% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,564 | 536 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | Reduced | 11,147 | 533 | 0.04% | 0.04% | 154 | -255 | -2.24% | Q3 2026 | Nov 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,405 | 529 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 10,917 | 525 | 0.02% | 0.02% | 156 | -586 | -5.09% | Q3 2026 | Oct 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 10,974 | 525 | 0.03% | 0.04% | 158 | -300 | -2.66% | Q3 2026 | Oct 22, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 10,981 | 525 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 10,814 | 517 | 0.38% | 0.39% | 159 | -37 | -0.34% | Q3 2026 | Nov 02, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 10,768 | 515 | 0.23% | 0.09% | 160 | +6,175 | 134.44% | Q3 2026 | Nov 04, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 11,047 | 512 | 0.19% | 0.19% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,861 | 504 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 10,603 | 492 | 0.18% | 0.18% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lido Advisors, LLC | History | New | 10,216 | 489 | 0.0% | — | 164 | +10,216 | New | Q3 2026 | Nov 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 10,116 | 484 | 0.04% | 0.04% | 165 | -122 | -1.19% | Q3 2026 | Oct 08, 2026 |
| Old Port Advisors | History | No change | 10,090 | 483 | 0.1% | 0.09% | 166 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GWN SECURITIES INC. | History | No change | 10,074 | 467 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 9,475 | 453 | 0.18% | 0.18% | 168 | -50 | -0.52% | Q3 2026 | Oct 20, 2026 |
| Weaver Capital Management LLC | History | Reduced | 9,456 | 452 | 0.09% | 0.09% | 169 | -90 | -0.94% | Q3 2026 | Oct 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,633 | 447 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | Added to | 9,204 | 440 | 0.1% | 0.07% | 171 | +2,466 | 36.6% | Q3 2026 | Oct 23, 2026 |
| Helium Advisors LLC | History | No change | 9,135 | 437 | 0.38% | 0.35% | 172 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Capital Analysts, LLC | History | No change | 9,295 | 432 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 9,010 | 431 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Added to | 8,961 | 429 | 0.31% | 0.31% | 175 | +280 | 3.23% | Q3 2026 | Oct 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,090 | 421 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,767 | 419 | 0.01% | 0.01% | 177 | +2,004 | 29.63% | Q3 2026 | Nov 02, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 8,675 | 415 | 0.2% | 0.19% | 178 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CERTUITY, LLC | History | No change | 8,530 | 408 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 8,461 | 405 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 8,419 | 403 | 0.02% | 0.01% | 181 | +3,780 | 81.48% | Q3 2026 | Oct 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 8,396 | 402 | 0.01% | 0.01% | 182 | -506 | -5.68% | Q3 2026 | Oct 22, 2026 |
| Atala Financial Inc | History | No change | 8,409 | 402 | 0.23% | 0.24% | 183 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Blue Water Asset Management | History | No change | 8,356 | 400 | 0.13% | 0.12% | 184 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Capital Square, LLC | History | Reduced | 7,990 | 382 | 0.17% | 0.18% | 185 | -650 | -7.52% | Q3 2026 | Oct 19, 2026 |
| XML Financial, LLC | History | No change | 7,989 | 382 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Vestment Financial LLC | History | No change | 7,486 | 358 | 0.16% | 0.16% | 187 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,703 | 357 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,393 | 343 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 6,919 | 331 | 0.09% | 0.1% | 190 | -377 | -5.17% | Q3 2026 | Oct 23, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,839 | 327 | 0.02% | 0.02% | 191 | -340 | -4.74% | Q3 2026 | Oct 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 6,793 | 325 | 0.32% | 0.33% | 192 | -194 | -2.78% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,974 | 323 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | No change | 6,960 | 323 | 0.26% | 0.26% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 6,908 | 322 | 0.12% | 0.12% | 195 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crown Wealth Group, LLC | History | No change | 6,708 | 321 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Compass Ion Advisors, LLC | History | No change | 6,508 | 311 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PlanVest Financial, Inc | History | No change | 6,583 | 305 | 0.2% | 0.2% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | No change | 6,525 | 302 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Welch Financial Planning, LLC | History | No change | 6,415 | 297 | 0.17% | 0.17% | 200 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,310 | 292 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 6,300 | 292 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequent Planning LLC | History | No change | 6,187 | 287 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | Added to | 5,910 | 285 | 0.06% | 0.05% | 204 | +701 | 13.46% | Q3 2026 | Oct 28, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,944 | 284 | 0.02% | 0.02% | 205 | -196 | -3.19% | Q3 2026 | Oct 08, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,902 | 282 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Jessup Wealth Management, Inc | History | No change | 5,801 | 277 | 0.06% | 0.08% | 207 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 5,751 | 275 | 0.13% | 0.12% | 208 | +963 | 20.11% | Q3 2026 | Nov 05, 2026 |
| Todd Wealth Management, LLC | History | Added to | 5,741 | 274 | 0.21% | 0.19% | 210 | +200 | 3.61% | Q3 2026 | Oct 19, 2026 |
| Keystone Wealth Services, LLC | History | No change | 5,747 | 274 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WorthPointe, LLC | History | No change | 5,862 | 272 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Phoenix Financial Ltd. | History | No change | 5,845 | 271 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,525 | 267 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 5,732 | 266 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seros Financial, LLC | History | Reduced | 5,535 | 265 | 0.13% | 0.15% | 215 | -748 | -11.91% | Q3 2026 | Oct 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 5,524 | 264 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,413 | 259 | 0.01% | — | 217 | +5,413 | New | Q3 2026 | Oct 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 5,375 | 249 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 5,330 | 247 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 5,135 | 245 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 5,060 | 242 | 0.16% | 0.17% | 221 | -260 | -4.89% | Q3 2026 | Oct 09, 2026 |
| Allworth Financial LP | History | No change | 5,181 | 240 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 4,899 | 234 | 0.0% | — | 223 | +4,899 | New | Q3 2026 | Oct 13, 2026 |
| CHOREO, LLC | History | New | 4,891 | 234 | 0.0% | — | 224 | +4,891 | New | Q3 2026 | Oct 28, 2026 |
| Berkshire Money Management, Inc. | History | New | 4,846 | 232 | 0.02% | — | 225 | +4,846 | New | Q3 2026 | Oct 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,915 | 228 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Michels Family Financial, LLC | History | No change | 4,625 | 221 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Lotus Asset Management LLC | History | No change | 4,618 | 221 | 0.18% | 0.19% | 228 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,755 | 220 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sigma Planning Corp | History | Added to | 4,585 | 219 | 0.01% | 0.01% | 230 | +233 | 5.35% | Q3 2026 | Oct 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 4,630 | 214 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,343 | 207 | 0.15% | — | 232 | +4,343 | New | Q3 2026 | Nov 05, 2026 |
| Spire Wealth Management | History | No change | 4,190 | 200 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bernard Wealth Management Corp. | History | No change | 4,228 | 196 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,191 | 193 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 3,912 | 181 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,450 | 160 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 3,055 | 146 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,082 | 143 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 3,000 | 139 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grove Bank & Trust | History | New | 2,843 | 136 | 0.01% | — | 241 | +2,843 | New | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,592 | 124 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,171 | 100 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 95 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,735 | 80 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,367 | 63 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,250 | 59 | 0.03% | 0.05% | 247 | -1,200 | -48.98% | Q3 2026 | Oct 01, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 978 | 45 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 978 | 45 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 900 | 42 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Financial Services Group, LLC | History | No change | 846 | 40 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MORGAN STANLEY | History | No change | 800 | 37 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 761 | 36 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 629 | 30 | 0.0% | 0.0% | 254 | +129 | 25.8% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 353 | 16 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 182 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 171 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Caitlin John, LLC | History | No change | 179 | 8 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bullock Wealth Management Group | History | No change | 164 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Capital Advisor Network LLC | History | No change | 94 | 4 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| THOR TRADING ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -28,283 | -100.0% | Q3 2026 | Nov 05, 2026 |
| FSA Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -14,372 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Hidden Cove Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,349 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Tempo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,512 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,623 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -495 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2026 | Oct 30, 2026 |