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Innovator U.S. Equity Buffer (BMAY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares1,137,188 from 1,018,268
Change+118,920 (+12%)
Value$55.1M (+$6.9M)
Filed 2026-10-22
Valtinson Bruner Financial Planning LLC
DECREASED
Shares178,980 from 189,813
Change-10,833 (-6%)
Value$8.7M (-$314.3K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares94,845 from 94,047
Change+798 (+1%)
Value$4.6M (+$143.1K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares82,847 from 115,168
Change-32,321 (-28%)
Value$4.0M (-$1.4M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares42,338 from 40,746
Change+1,592 (+4%)
Value$2.1M (+$122.4K)
Filed 2026-11-06
Focus Financial Network, Inc.
UNCHANGED
Shares41,078 from 41,078
Change0 (0%)
Value$2.0M (+$45.6K)
Filed 2026-10-14
Lantz Financial LLC
DECREASED
Shares37,691 from 37,903
Change-212 (-1%)
Value$1.8M (+$31.8K)
Filed 2026-10-15
Integral Investment Advisors, Inc.
UNCHANGED
Shares37,478 from 37,478
Change0 (0%)
Value$1.8M (+$41.6K)
Filed 2026-11-03
TopTier Wealth Management, LLC
DECREASED
Shares35,657 from 36,112
Change-455 (-1%)
Value$1.7M (+$18.0K)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares33,785 from 34,326
Change-541 (-2%)
Value$1.6M (+$11.9K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares32,929 from 26,657
Change+6,272 (+24%)
Value$1.6M (+$333.5K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares32,925
Change+32,925
Value$1.6M
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares32,925 from 32,925
Change0 (0%)
Value$1.6M (+$36.5K)
Filed 2026-10-30
Diligent Investors, LLC
UNCHANGED
Shares27,475 from 27,475
Change0 (0%)
Value$1.3M (+$30.5K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
DECREASED
Shares24,791 from 26,211
Change-1,420 (-5%)
Value$1.2M (-$35.5K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares23,150 from 8,210
Change+14,940 (+182%)
Value$1.1M (+$733.1K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
DECREASED
Shares22,775 from 22,830
Change-55 (0%)
Value$1.1M (+$38.6K)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares20,403 from 20,403
Change0 (0%)
Value$988.7K (+$22.6K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED
Shares18,929 from 18,973
Change-44 (0%)
Value$917.3K (+$18.9K)
Filed 2026-10-23
Outlook Wealth Advisors, LLC
UNCHANGED
Shares18,300 from 18,300
Change0 (0%)
Value$886.8K (+$20.3K)
Filed 2026-10-28
Weaver Capital Management LLC
UNCHANGED
Shares16,735 from 16,735
Change0 (0%)
Value$811.0K (+$60.0K)
Filed 2026-10-15
Chris Bulman Inc
DECREASED
Shares15,995 from 16,507
Change-512 (-3%)
Value$775.1K (-$6.5K)
Filed 2026-10-20
Gill Capital Partners, LLC
UNCHANGED
Shares14,835 from 14,835
Change0 (0%)
Value$718.9K (+$16.5K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares14,596 from 19,728
Change-5,132 (-26%)
Value$707.3K (-$226.8K)
Filed 2026-10-30
Corrado Advisors, LLC
UNCHANGED
Shares14,324 from 14,324
Change0 (0%)
Value$694.1K (+$15.9K)
Filed 2026-10-27
Independent Financial Group, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$678.4K (+$15.5K)
Filed 2026-10-13
Maltin Wealth Management, Inc.
INCREASED
Shares13,779 from 13,414
Change+365 (+3%)
Value$667.7K (+$32.6K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares13,348 from 13,718
Change-370 (-3%)
Value$646.9K (-$2.7K)
Filed 2026-10-29
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares13,114 from 13,114
Change0 (0%)
Value$635.5K (+$14.6K)
Filed 2026-11-02
Optimist Retirement Group LLC
UNCHANGED
Shares13,001 from 13,001
Change0 (0%)
Value$630.0K (+$14.4K)
Filed 2026-10-30
My Personal CFO, LLC
UNCHANGED
Shares12,990 from 12,990
Change0 (0%)
Value$629.5K (+$14.4K)
Filed 2026-10-14
Retirement Planning Group, LLC
UNCHANGED
Shares12,571 from 12,571
Change0 (0%)
Value$609.2K (+$14.0K)
Filed 2026-10-19
Weaver Consulting Group
UNCHANGED
Shares11,670 from 11,670
Change0 (0%)
Value$565.5K (+$13.0K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,717 from 10,730
Change-13 (0%)
Value$519.0K (+$11.0K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares9,920 from 10,100
Change-180 (-2%)
Value$480.7K (+$2.5K)
Filed 2026-10-23
Selby Wealth Management, LLC
UNCHANGED
Shares9,035 from 9,035
Change0 (0%)
Value$437.8K (+$10.0K)
Filed 2026-10-16
CoreCap Advisors, LLC
UNCHANGED
Shares8,186 from 8,186
Change0 (0%)
Value$396.7K (+$9.1K)
Filed 2026-10-08
Bullseye Investment Management, LLC
DECREASED
Shares8,049 from 9,708
Change-1,659 (-17%)
Value$390.1K (-$69.6K)
Filed 2026-10-29
IMG Wealth Management, Inc.
UNCHANGED
Shares7,607 from 7,607
Change0 (0%)
Value$368.6K (+$8.4K)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares7,580 from 7,580
Change0 (0%)
Value$358.9K ($0)
Filed 2026-11-06
Kathmere Capital Management, LLC
UNCHANGED
Shares6,972 from 6,972
Change0 (0%)
Value$337.9K (+$7.7K)
Filed 2026-10-20
Soltis Investment Advisors LLC
UNCHANGED
Shares6,557 from 6,557
Change0 (0%)
Value$317.8K (+$7.3K)
Filed 2026-10-28
Clear Point Advisors Inc.
NEW
Shares6,468
Change+6,468
Value$313.4K
Filed 2026-10-30
Phillips Financial Management, LLC
UNCHANGED
Shares6,123 from 6,123
Change0 (0%)
Value$296.7K (+$6.8K)
Filed 2026-10-19
Central Valley Advisors, LLC
NEW
Shares5,661
Change+5,661
Value$274.3K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares5,418 from 4,990
Change+428 (+9%)
Value$262.6K (+$26.3K)
Filed 2026-10-16
KFG Wealth Management, LLC
UNCHANGED
Shares5,112 from 5,112
Change0 (0%)
Value$247.7K (+$5.7K)
Filed 2026-10-16
Bluesphere Advisors LLC
DECREASED
Shares4,982 from 6,796
Change-1,814 (-27%)
Value$241.4K (-$80.4K)
Filed 2026-10-19
Cornerstone Wealth, LLC
INCREASED
Shares4,924 from 4,774
Change+150 (+3%)
Value$238.7K (+$10.8K)
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares4,749
Change+4,749
Value$230.1K
Filed 2026-10-21
Ballast Rock Private Wealth LLC
DECREASED
Shares4,734 from 5,187
Change-453 (-9%)
Value$229.4K (-$16.2K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$55.9K (+$1.3K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$38.8K (+$888)
Filed 2026-10-26
Barclays PLC
NEW
Shares785
Change+785
Value$38.0K
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$33.9K (+$777)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$23.6K (+$541)
Filed 2026-10-28
Country Trust Bank
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$4.0K (+$91)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$97 (+$2)
Filed 2026-10-27
Advisor OS, LLC
CLOSED
Shares0 from 11,953
Change-11,953 (-100%)
Value$0 (-$566.0K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 10,146
Change-10,146 (-100%)
Value$0 (-$480.4K)
Filed 2026-10-29
D.B. Root & Company, LLC
CLOSED
Shares0 from 9,653
Change-9,653 (-100%)
Value$0 (-$457.1K)
Filed 2026-11-04
Victory Financial Group, LLC
CLOSED
Shares0 from 4,294
Change-4,294 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 423
Change-423 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-15
Penserra Capital Management LLC
N/A
Shares— from 538,658
Change-538,658 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 213,265
Change-213,265 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 194,683
Change-194,683 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 139,694
Change-139,694 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 112,531
Change-112,531 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 88,575
Change-88,575 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 65,977
Change-65,977 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 55,749
Change-55,749 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,853
Change-51,853 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 39,972
Change-39,972 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 25,363
Change-25,363 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,674
Change-24,674 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 19,446
Change-19,446 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,831
Change-12,831 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 12,804
Change-12,804 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,219
Change-11,219 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,524
Change-10,524 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 10,137
Change-10,137 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,855
Change-7,855 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,715
Change-6,715 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,661
Change-6,661 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 938
Change-938 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 750
Change-750 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 745
Change-745 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Blair William & Co
N/A
Shares— from 553
Change-553 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 517
Change-517 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 217
Change-217 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 188
Change-188 (-100%)
Value—
Status
Brookstone Capital Management
INCREASED1,137,1881,018,268+118,920+12%$48.2M$55.1M+$6.9M2026-10-22
Valtinson Bruner Financial Planning LLC
DECREASED178,980189,813-10,833-6%$9.0M$8.7M-$314.3K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED94,84594,047+798+1%$4.5M$4.6M+$143.1K2026-10-29
Commonwealth Equity Services, LLC
DECREASED82,847115,168-32,321-28%$5.5M$4.0M-$1.4M2026-11-02
LPL Financial LLC
INCREASED42,33840,746+1,592+4%$1.9M$2.1M+$122.4K2026-11-06
Focus Financial Network, Inc.
UNCHANGED41,07841,07800%$1.9M$2.0M+$45.6K2026-10-14
Lantz Financial LLC
DECREASED37,69137,903-212-1%$1.8M$1.8M+$31.8K2026-10-15
Integral Investment Advisors, Inc.
UNCHANGED37,47837,47800%$1.8M$1.8M+$41.6K2026-11-03
TopTier Wealth Management, LLC
DECREASED35,65736,112-455-1%$1.7M$1.7M+$18.0K2026-10-16
HB Wealth Management, LLC
DECREASED33,78534,326-541-2%$1.6M$1.6M+$11.9K2026-10-23
Kestra Advisory Services, LLC
INCREASED32,92926,657+6,272+24%$1.3M$1.6M+$333.5K2026-11-02
Concurrent Investment Advisors, LLC
NEW32,925—+32,925——$1.6M—2026-10-16
Spire Wealth Management
UNCHANGED32,92532,92500%$1.6M$1.6M+$36.5K2026-10-30
Diligent Investors, LLC
UNCHANGED27,47527,47500%$1.3M$1.3M+$30.5K2026-10-21
Chicago Partners Investment Group LLC
DECREASED24,79126,211-1,420-5%$1.2M$1.2M-$35.5K2026-10-27
Merit Financial Group, LLC
INCREASED23,1508,210+14,940+182%$388.7K$1.1M+$733.1K2026-11-06
Fragasso Financial Advisors Inc
DECREASED22,77522,830-550%$1.1M$1.1M+$38.6K2026-10-13
Signaturefd, LLC
UNCHANGED20,40320,40300%$966.1K$988.7K+$22.6K2026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED18,92918,973-440%$898.4K$917.3K+$18.9K2026-10-23
Outlook Wealth Advisors, LLC
UNCHANGED18,30018,30000%$866.5K$886.8K+$20.3K2026-10-28
Weaver Capital Management LLC
UNCHANGED16,73516,73500%$751.0K$811.0K+$60.0K2026-10-15
Chris Bulman Inc
DECREASED15,99516,507-512-3%$781.6K$775.1K-$6.5K2026-10-20
Gill Capital Partners, LLC
UNCHANGED14,83514,83500%$702.4K$718.9K+$16.5K2026-10-13
Truist Financial Corp
DECREASED14,59619,728-5,132-26%$934.1K$707.3K-$226.8K2026-10-30
Corrado Advisors, LLC
UNCHANGED14,32414,32400%$678.2K$694.1K+$15.9K2026-10-27
Independent Financial Group, LLC
UNCHANGED14,00014,00000%$662.9K$678.4K+$15.5K2026-10-13
Maltin Wealth Management, Inc.
INCREASED13,77913,414+365+3%$635.2K$667.7K+$32.6K2026-10-13
Integrity Alliance, Llc.
DECREASED13,34813,718-370-3%$649.5K$646.9K-$2.7K2026-10-29
Allegiance Financial Group Advisory Services LLC
UNCHANGED13,11413,11400%$620.9K$635.5K+$14.6K2026-11-02
Optimist Retirement Group LLC
UNCHANGED13,00113,00100%$615.6K$630.0K+$14.4K2026-10-30
My Personal CFO, LLC
UNCHANGED12,99012,99000%$615.1K$629.5K+$14.4K2026-10-14
Retirement Planning Group, LLC
UNCHANGED12,57112,57100%$595.2K$609.2K+$14.0K2026-10-19
Weaver Consulting Group
UNCHANGED11,67011,67000%$552.6K$565.5K+$13.0K2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED10,71710,730-130%$508.0K$519.0K+$11.0K2026-11-02
Sigma Planning Corp
DECREASED9,92010,100-180-2%$478.2K$480.7K+$2.5K2026-10-23
Selby Wealth Management, LLC
UNCHANGED9,0359,03500%$427.8K$437.8K+$10.0K2026-10-16
CoreCap Advisors, LLC
UNCHANGED8,1868,18600%$387.6K$396.7K+$9.1K2026-10-08
Bullseye Investment Management, LLC
DECREASED8,0499,708-1,659-17%$459.7K$390.1K-$69.6K2026-10-29
IMG Wealth Management, Inc.
UNCHANGED7,6077,60700%$360.2K$368.6K+$8.4K2026-10-27
Allworth Financial LP
UNCHANGED7,5807,58000%$358.9K$358.9K$02026-11-06
Kathmere Capital Management, LLC
UNCHANGED6,9726,97200%$330.1K$337.9K+$7.7K2026-10-20
Soltis Investment Advisors LLC
UNCHANGED6,5576,55700%$310.5K$317.8K+$7.3K2026-10-28
Clear Point Advisors Inc.
NEW6,468—+6,468——$313.4K—2026-10-30
Phillips Financial Management, LLC
UNCHANGED6,1236,12300%$289.9K$296.7K+$6.8K2026-10-19
Central Valley Advisors, LLC
NEW5,661—+5,661——$274.3K—2026-10-27
IFP Advisors, Inc
INCREASED5,4184,990+428+9%$236.3K$262.6K+$26.3K2026-10-16
KFG Wealth Management, LLC
UNCHANGED5,1125,11200%$242.0K$247.7K+$5.7K2026-10-16
Bluesphere Advisors LLC
DECREASED4,9826,796-1,814-27%$321.8K$241.4K-$80.4K2026-10-19
Cornerstone Wealth, LLC
INCREASED4,9244,774+150+3%$227.9K$238.7K+$10.8K2026-10-28
Berkshire Money Management, Inc.
NEW4,749—+4,749——$230.1K—2026-10-21
Ballast Rock Private Wealth LLC
DECREASED4,7345,187-453-9%$245.6K$229.4K-$16.2K2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED1,1541,15400%$54.6K$55.9K+$1.3K2026-11-03
Chapman Financial Group, LLC
UNCHANGED80080000%$37.9K$38.8K+$8882026-10-26
Barclays PLC
NEW785—+785——$38.0K—2026-11-06
Creative Financial Designs Inc
UNCHANGED70070000%$33.1K$33.9K+$7772026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED48748700%$23.1K$23.6K+$5412026-10-28
Country Trust Bank
UNCHANGED828200%$3.9K$4.0K+$912026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2200%$95$97+$22026-10-27
Advisor OS, LLC
CLOSED011,953-11,953-100%$566.0K$0-$566.0K2026-11-03
Koshinski Asset Management, Inc.
CLOSED010,146-10,146-100%$480.4K$0-$480.4K2026-10-29
D.B. Root & Company, LLC
CLOSED09,653-9,653-100%$457.1K$0-$457.1K2026-11-04
Victory Financial Group, LLC
CLOSED04,294-4,294-100%$203.3K$0-$203.3K2026-10-27
AdvisorNet Financial, Inc
CLOSED0423-423-100%$20.0K$0-$20.0K2026-10-15
Penserra Capital Management LLC
N/A—538,658-538,658-100%$25.5M———
Talon Private Wealth, LLC
N/A—213,265-213,265-100%$10.1M———
Raymond James Financial Inc
N/A—194,683-194,683-100%$9.2M———
Osaic Holdings, Inc.
N/A—139,694-139,694-100%$6.6M———
Cerity Partners LLC
N/A—112,531-112,531-100%$5.3M———
Envestnet Asset Management Inc
N/A—88,575-88,575-100%$4.2M———
Cetera Investment Advisers
N/A—65,977-65,977-100%$3.1M———
Susquehanna International Group, LLP
N/A—55,749-55,749-100%$2.6M———
MML Investors Services, LLC
N/A—51,853-51,853-100%$2.5M———
Beck Capital Management, LLC
N/A—39,972-39,972-100%$1.9M———
Arkadios Wealth Advisors
N/A—25,363-25,363-100%$1.2M———
HighTower Advisors, LLC
N/A—24,674-24,674-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—19,446-19,446-100%$920.8K———
Arax Advisory Partners
N/A—12,831-12,831-100%$607.5K———
Cofg Advisors, LLC
N/A—12,804-12,804-100%$606.3K———
AE Wealth Management LLC
N/A—11,806-11,806-100%$559.0K———
Janney Montgomery Scott LLC
N/A—11,219-11,219-100%$531.0K———
Snowden Capital Advisors LLC
N/A—10,524-10,524-100%$498.3K———
First Commonwealth Financial Corp
N/A—10,402-10,402-100%$492.5K———
WPWealth LLP
N/A—10,137-10,137-100%$480.0K———
Orion Capital Management LLC
N/A—8,500-8,500-100%$402.5K———
Principal Securities, Inc.
N/A—7,855-7,855-100%$371.9K———
Citadel Advisors LLC
N/A—7,804-7,804-100%$369.5K———
CreativeOne Wealth, LLC
N/A—7,626-7,626-100%$361.1K———
Stratos Wealth Advisors, LLC
N/A—7,505-7,505-100%$355.4K———
Foundations Investment Advisors, LLC
N/A—7,367-7,367-100%$348.8K———
GWN Securities Inc.
N/A—6,715-6,715-100%$318.0K———
EP Wealth Advisors, LLC
N/A—6,661-6,661-100%$315.4K———
FSA Advisors, Inc.
N/A—4,869-4,869-100%$230.5K———
Old Mission Capital LLC
N/A—4,259-4,259-100%$201.7K———
Integrity Financial Corp
N/A—1,629-1,629-100%$77.1K———
Nalls Sherbakoff Group, LLC
N/A—1,600-1,600-100%$75.8K———
Harbour Investments, Inc.
N/A—1,296-1,296-100%$61.4K———
Steward Partners Investment Advisory, LLC
N/A—1,101-1,101-100%$52.1K———
Keating Financial Advisory Services, Inc.
N/A—938-938-100%$44.4K———
Royal Bank of Canada
N/A—750-750-100%$36.0K———
Morgan Stanley
N/A—745-745-100%$35.3K———
Continuum Advisory, LLC
N/A—634-634-100%$30.0K———
Blair William & Co
N/A—553-553-100%$26.2K———
Wells Fargo & Company
N/A—517-517-100%$24.5K———
Highland Investment Advisors LLC
N/A—335-335-100%$15.9K———
RED Reef Advisors LLC
N/A—290-290-100%$13.7K———
Fiduciary Financial Advisors
N/A—217-217-100%$10.3K———
JPMorgan Chase & Co
N/A—188-188-100%$8.9K———
Showing 107 of 107 institutions