| 9/23/2026 | Envestnet Asset Management Inc. | 16,893 | $477K | 0.0% | +33.3% | 0.428% | |
| 9/2/2026 | Citadel Advisors LLC | 10,654 | $301K | 0.0% | N/A | 0.270% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 12,239 | $345K | 0.0% | N/A | 0.310% | |
| 8/21/2026 | KFG Wealth Management LLC | 37,599 | $1.06M | 0.1% | +2.6% | 0.952% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 111,567 | $3.15M | 0.3% | N/A | 2.824% | |
| 5/16/2026 | IMG Wealth Management Inc. | 28,654 | $790K | 0.5% | +48.5% | 0.725% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 14,503 | $400K | 0.1% | -3.6% | 0.367% | |
| 5/13/2026 | Cetera Investment Advisers | 109,288 | $3.02M | 0.0% | +144.6% | 2.767% | |
| 5/8/2026 | JSF Financial LLC | 7,703 | $212K | 0.0% | N/A | 0.195% | |
| 5/6/2026 | FSA Advisors Inc. | 7,580 | $209K | 0.1% | N/A | 0.192% | |
Get the Latest News and Ratings for ZMAR and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Innovator Equity Defined Protection ETF - 1 Yr March and its competitors with MarketBeat's FREE daily newsletter. |
| 5/4/2026 | Archer Investment Corp | 24,855 | $686K | 0.1% | -42.4% | 0.629% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 13,579 | $380K | 0.0% | N/A | 0.344% | |
| 4/30/2026 | Kestra Advisory Services LLC | 86,610 | $2.39M | 0.0% | +87.3% | 2.193% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 7,270 | $201K | 0.0% | N/A | 0.184% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 6,602 | $182K | 0.1% | +10.2% | 0.167% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 37,731 | $1.04M | 0.1% | -95.2% | 0.955% | |
| 4/23/2026 | Continuum Advisory LLC | 7,343 | $203K | 0.0% | N/A | 0.186% | |
| 4/21/2026 | KFG Wealth Management LLC | 36,661 | $1.01M | 0.1% | +248.1% | 0.928% | |
| 4/17/2026 | Five Pine Wealth Management | 10,680 | $295K | 0.2% | N/A | 0.270% | |
| 4/17/2026 | Brookstone Capital Management | 30,811 | $850K | 0.0% | -4.4% | 0.780% | |
| 2/18/2026 | OLD Mission Capital LLC | 39,688 | $1.09M | 0.0% | +7.6% | 1.005% | |
| 2/17/2026 | Cetera Investment Advisers | 44,672 | $1.23M | 0.0% | +11.4% | 1.131% | |
| 2/17/2026 | Kovack Advisors Inc. | 10,467 | $288K | 0.0% | N/A | 0.265% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 15,045 | $414K | 0.1% | -7.8% | 0.381% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 124,252 | $3.42M | 0.0% | -4.8% | 3.146% | |
| 2/12/2026 | Kovack Advisors Inc. | 10,467 | $288K | 0.0% | N/A | 0.265% | |
| 2/10/2026 | COFG Advisors LLC | 24,970 | $687K | 0.2% | N/A | 0.632% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 8,899 | $245K | 0.0% | -31.7% | 0.225% | |
| 2/9/2026 | Harbour Investments Inc. | 1,508 | $41K | 0.0% | -96.1% | 0.038% | |
| 2/6/2026 | Brown Wealth Management LLC | 38,360 | $1.06M | 0.3% | +8.6% | 0.971% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 14,434 | $397K | 0.4% | N/A | 0.365% | |
| 2/2/2026 | Truist Financial Corp | 21,939 | $603K | 0.0% | -7.2% | 0.555% | |
| 1/30/2026 | Archer Investment Corp | 43,173 | $1.19M | 0.3% | -61.9% | 1.093% | |
| 1/28/2026 | Caliber Wealth Management LLC KS | 794,245 | $21.84M | 2.3% | -0.1% | 20.107% | |
| 1/15/2026 | Brookstone Capital Management | 32,244 | $887K | 0.0% | -7.7% | 0.816% | |
| 1/14/2026 | Lineweaver Wealth Advisors LLC | 57,329 | $1.58M | 0.2% | -8.3% | 1.451% | |
| 11/18/2025 | Advisory Services Network LLC | 5,459 | $148K | 0.0% | N/A | 0.138% | |
| 11/17/2025 | Susquehanna International Group LLP | 22,094 | $598K | 0.0% | +29.6% | 0.559% | |
| 11/14/2025 | Raymond James Financial Inc. | 159,535 | $4.32M | 0.0% | +3.3% | 4.039% | |
| 11/12/2025 | Integrity Advisory Solutions LLC | 13,024 | $353K | 0.1% | N/A | 0.330% | |
Bezos… DOOMED (Ad) A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X combined - aimed at the $25 trillion AI industry.
James Altucher says the plan could cut Amazon out of the AI race and disrupt Blue Origin, with a key deadline landing September 25. Watch James Altucher's free video breakdown before the September 25 deadline. |
| 11/5/2025 | Caliber Wealth Management LLC KS | 794,849 | $21.53M | 2.4% | -0.1% | 20.123% | |
| 11/5/2025 | Beam Wealth Advisors Inc. | 25,705 | $696K | 0.2% | N/A | 0.651% | |
| 11/4/2025 | Brown Wealth Management LLC | 35,335 | $957K | 0.3% | -32.1% | 0.895% | |
| 11/3/2025 | AE Wealth Management LLC | 107,785 | $2.92M | 0.0% | -14.3% | 2.729% | |
| 11/3/2025 | Archer Investment Corp | 113,440 | $3.07M | 0.7% | -0.4% | 2.872% | |
| 10/27/2025 | Wealth Advisory Solutions LLC | 17,363 | $470K | 0.1% | +12.5% | 0.440% | |
| 10/24/2025 | Continuum Wealth Advisors LLC | 18,877 | $511K | 0.2% | N/A | 0.478% | |
| 10/23/2025 | Evolution Wealth Management Inc. | 5,990 | $162K | 0.2% | -6.1% | 0.152% | |
| 10/23/2025 | Kingswood Wealth Advisors LLC | 8,153 | $221K | 0.0% | -10.4% | 0.206% | |
| 10/16/2025 | HBW Advisory Services LLC | 7,725 | $209K | 0.0% | -8.0% | 0.196% | |
| 10/15/2025 | Brookstone Capital Management | 34,933 | $946K | 0.0% | +1.7% | 0.884% | |
| 10/7/2025 | Canandaigua National Bank & Trust Co. | 33,980 | $920K | 0.1% | -1.1% | 0.860% | |
| 9/4/2025 | Osaic Holdings Inc. | 26,968 | $715K | 0.0% | -2.1% | 0.683% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 6,379 | $169K | 0.2% | N/A | 0.161% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 9,310 | $247K | 0.0% | N/A | 0.236% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 9,310 | $247K | 0.0% | N/A | 0.236% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 8,352 | $221K | 0.0% | +6.5% | 0.211% | |
| 8/14/2025 | Raymond James Financial Inc. | 154,428 | $4.10M | 0.0% | +0.6% | 3.910% | |
| 8/12/2025 | CreativeOne Wealth LLC | 8,527 | $226K | 0.0% | N/A | 0.216% | |
| 8/12/2025 | Archer Investment Corp | 113,894 | $3.02M | 0.7% | +214.9% | 2.883% | |
| 8/11/2025 | Brown Wealth Management LLC | 52,042 | $1.38M | 0.4% | N/A | 1.318% | |
| 8/8/2025 | Cetera Investment Advisers | 35,341 | $937K | 0.0% | +43.9% | 0.895% | |
| 8/6/2025 | AE Wealth Management LLC | 125,810 | $3.34M | 0.0% | -9.5% | 3.185% | |
| 8/1/2025 | FSA Advisors Inc. | 8,804 | $233K | 0.2% | N/A | 0.223% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 7,732 | $205K | 0.0% | N/A | 0.196% | |
| 7/30/2025 | Strategic Blueprint LLC | 7,717 | $205K | 0.0% | -20.0% | 0.195% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 795,813 | $21.10M | 2.3% | N/A | 20.147% | |
| 7/30/2025 | Brookstone Capital Management | 34,334 | $910K | 0.0% | +52.5% | 0.869% | |
| 7/30/2025 | IMG Wealth Management Inc. | 19,296 | $512K | 0.4% | +18.2% | 0.489% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 20,906 | $558K | 0.0% | -22.3% | 0.529% | |
| 7/28/2025 | Harbour Investments Inc. | 40,553 | $1.08M | 0.0% | +1.3% | 1.027% | |
| 7/24/2025 | IFP Advisors Inc | 4,946 | $131K | 0.0% | N/A | 0.125% | |
| 7/18/2025 | Truist Financial Corp | 23,650 | $627K | 0.0% | -14.5% | 0.599% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,737 | $46K | 0.0% | N/A | 0.044% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,842 | $102K | 0.0% | N/A | 0.097% | |
| 7/9/2025 | Central Valley Advisors LLC | 20,841 | $553K | 0.2% | N/A | 0.528% | |
| 7/9/2025 | Lifestyle Asset Management Inc. | 9,428 | $250K | 0.1% | N/A | 0.239% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 34,364 | $911K | 0.1% | +3.2% | 0.870% | |
| 7/2/2025 | HBW Advisory Services LLC | 8,400 | $223K | 0.0% | N/A | 0.206% | |
| 5/19/2025 | Jane Street Group LLC | 199,237 | $5.13M | 0.0% | N/A | 4.883% | |
| 5/16/2025 | NewEdge Advisors LLC | 21,534 | $555K | 0.0% | N/A | 0.528% | |
| 5/15/2025 | OLD Mission Capital LLC | 34,046 | $877K | 0.0% | N/A | 0.834% | |
| 5/14/2025 | Kestra Advisory Services LLC | 49,194 | $1.27M | 0.0% | N/A | 1.206% | |
| 5/13/2025 | Raymond James Financial Inc. | 153,474 | $3.96M | 0.0% | N/A | 3.762% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 26,918 | $696K | 0.0% | N/A | 0.660% | |
| 5/8/2025 | Harbour Investments Inc. | 40,017 | $1.03M | 0.0% | N/A | 0.981% | |
| 5/6/2025 | Cetera Investment Advisers | 24,563 | $633K | 0.0% | N/A | 0.602% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 22,628 | $583K | 0.0% | N/A | 0.555% | |
| 5/6/2025 | AE Wealth Management LLC | 139,001 | $3.58M | 0.0% | N/A | 3.407% | |
| 5/5/2025 | Archer Investment Corp | 36,165 | $932K | 0.2% | N/A | 0.886% | |
Why I believe the AI market will split in Q4 (Ad) Matt McCall, who recommended Nvidia near $6 a share, says the AI market is splitting in two - just like the dot-com era split Pets.com from Amazon.
One robotics business tied to his research posted $100 million in quarterly revenue, a fifth straight quarter of sequential growth, and 33.4% year-over-year growth. Meanwhile, three hyped names on his avoid list still depend on story over substance.
See the full breakdown in his Great AI Shock briefing. Watch the free briefing on the AI market split now |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 62,496 | $1.61M | 0.3% | N/A | 1.532% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 15,427 | $398K | 0.1% | N/A | 0.378% | |
| 4/30/2025 | Trek Financial LLC | 11,911 | $307K | 0.0% | N/A | 0.292% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 12,898 | $332K | 0.1% | N/A | 0.316% | |
| 4/29/2025 | Strategic Blueprint LLC | 9,643 | $248K | 0.0% | N/A | 0.236% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 2,000 | $52K | 0.0% | N/A | 0.051% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 33,297 | $858K | 0.1% | N/A | 0.843% | |
| 4/23/2025 | IMG Wealth Management Inc. | 16,324 | $421K | 0.4% | N/A | 0.413% | |
| 4/23/2025 | Continuum Advisory LLC | 1,949 | $50K | 0.0% | N/A | 0.049% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 89,497 | $2.28M | 2.4% | N/A | 2.266% | |
