Innovator Growth 100 Power B (NAPR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Commonwealth Equity Services, LLC

DECREASED

Shares87,876 from 99,853

Change-11,977 (-12%)

Value$5.3M (-$563.2K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares72,240 from 51,517

Change+20,723 (+40%)

Value$4.4M (+$1.3M)

Filed 2026-11-02

Hofer & Associates. Inc

NEW

Shares72,085

Change+72,085

Value$4.4M

Filed 2026-10-13

RED Crane Wealth Management, LLC

DECREASED

Shares72,085 from 72,367

Change-282 (0%)

Value$4.4M (+$102.9K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares63,280 from 64,088

Change-808 (-1%)

Value$3.9M (+$57.0K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares43,727 from 39,409

Change+4,318 (+11%)

Value$2.7M (+$328.2K)

Filed 2026-10-30

BIP Wealth, LLC

DECREASED

Shares42,985 from 43,671

Change-686 (-2%)

Value$2.6M (+$30.7K)

Filed 2026-10-22

Outlook Wealth Advisors, LLC

DECREASED

Shares33,375 from 34,531

Change-1,156 (-3%)

Value$2.0M (-$13.0K)

Filed 2026-10-28

Cambridge Advisors Inc.

DECREASED

Shares25,269 from 26,629

Change-1,360 (-5%)

Value$1.5M (-$38.6K)

Filed 2026-10-19

Diligent Investors, LLC

DECREASED

Shares22,585 from 22,870

Change-285 (-1%)

Value$1.4M (+$20.6K)

Filed 2026-10-21

AdvisorNet Financial, Inc

UNCHANGED

Shares22,526 from 22,526

Change0 (0%)

Value$1.4M (+$39.4K)

Filed 2026-10-15

Todd Wealth Management, LLC

DECREASED

Shares19,840 from 19,893

Change-53 (0%)

Value$1.2M (+$29.8K)

Filed 2026-10-19

BCS Wealth Management

UNCHANGED

Shares18,407 from 18,407

Change0 (0%)

Value$1.1M (+$30.6K)

Filed 2026-11-03

Cornerstone Wealth, LLC

DECREASED

Shares17,512 from 17,683

Change-171 (-1%)

Value$1.1M (+$9.5K)

Filed 2026-10-28

Creative Financial Designs Inc

UNCHANGED

Shares17,120 from 17,120

Change0 (0%)

Value$1.0M (+$28.4K)

Filed 2026-11-04

Dhjj Financial Advisors, Ltd.

DECREASED

Shares16,204 from 16,289

Change-85 (-1%)

Value$986.2K (+$21.9K)

Filed 2026-10-23

IFP Advisors, Inc

DECREASED

Shares15,205 from 15,925

Change-720 (-5%)

Value$925.4K (-$17.4K)

Filed 2026-10-16

Keystone Wealth Services, LLC

UNCHANGED

Shares15,124 from 15,124

Change0 (0%)

Value$919.7K (+$24.3K)

Filed 2026-11-03

Apollon Wealth Management, LLC

UNCHANGED

Shares13,625 from 13,625

Change0 (0%)

Value$829.2K (+$22.6K)

Filed 2026-10-23

TrustBank

DECREASED

Shares12,564 from 12,614

Change-50 (0%)

Value$764.6K (+$17.9K)

Filed 2026-10-20

CRA Financial Services, LLC

UNCHANGED

Shares12,444 from 12,444

Change0 (0%)

Value$757.3K (+$20.7K)

Filed 2026-10-16

CoreCap Advisors, LLC

INCREASED

Shares11,144 from 8,913

Change+2,231 (+25%)

Value$678.2K (+$150.6K)

Filed 2026-10-08

Optimist Retirement Group LLC

UNCHANGED

Shares10,706 from 10,706

Change0 (0%)

Value$651.6K (+$17.8K)

Filed 2026-10-30

Valtinson Bruner Financial Planning LLC

DECREASED

Shares9,395 from 9,463

Change-68 (-1%)

Value$571.8K (+$11.6K)

Filed 2026-11-02

Beacon Financial Advisory LLC

INCREASED

Shares9,122 from 8,872

Change+250 (+3%)

Value$555.2K (+$29.9K)

Filed 2026-10-16

Visionary Wealth Advisors

UNCHANGED

Shares8,928 from 8,928

Change0 (0%)

Value$543.4K (+$14.8K)

Filed 2026-11-04

Concurrent Investment Advisors, LLC

UNCHANGED

Shares8,921 from 8,921

Change0 (0%)

Value$542.9K (+$14.8K)

Filed 2026-10-16

Focus Financial Network, Inc.

UNCHANGED

Shares7,845 from 7,845

Change0 (0%)

Value$477.4K (+$13.0K)

Filed 2026-10-14

Arlington Capital Management Inc

DECREASED

Shares7,534 from 7,856

Change-322 (-4%)

Value$458.5K (-$6.6K)

Filed 2026-10-30

Jacobi Capital Management LLC

UNCHANGED

Shares6,969 from 6,969

Change0 (0%)

Value$424.1K (+$11.6K)

Filed 2026-11-05

First Heartland Consultants, Inc.

INCREASED

Shares6,704 from 6,537

Change+167 (+3%)

Value$408.0K (+$21.0K)

Filed 2026-10-08

Liberty Atlantic Advisors LLC

UNCHANGED

Shares6,582 from 6,582

Change0 (0%)

Value$400.6K (+$10.9K)

Filed 2026-10-14

Certified Advisory Corp

UNCHANGED

Shares6,282 from 6,282

Change0 (0%)

Value$382.3K (+$10.4K)

Filed 2026-10-29

Dynamic Advisor Solutions LLC

UNCHANGED

Shares6,185 from 6,185

Change0 (0%)

Value$376.4K (+$10.3K)

Filed 2026-10-13

Brookstone Capital Management

INCREASED

Shares5,855 from 5,821

Change+34 (+1%)

Value$356.3K (+$11.7K)

Filed 2026-10-22

Wedbush Securities Inc

DECREASED

Shares5,846 from 6,271

Change-425 (-7%)

Value$356 (-$370.6K)

Filed 2026-10-22

Partners Wealth Management, LLC

NEW

Shares5,575

Change+5,575

Value$339.3K

Filed 2026-10-28

Trek Financial, LLC

INCREASED

Shares4,361 from 3,431

Change+930 (+27%)

Value$265.4K (+$62.3K)

Filed 2026-10-29

Creative Planning

INCREASED

Shares4,265 from 3,848

Change+417 (+11%)

Value$259.6K (+$31.8K)

Filed 2026-11-02

Advus Financial Partners, LLC

DECREASED

Shares3,797 from 4,186

Change-389 (-9%)

Value$231.1K (-$16.7K)

Filed 2026-10-20

Long Island Wealth Management, Inc.

UNCHANGED

Shares3,510 from 3,510

Change0 (0%)

Value$213.6K (+$5.8K)

Filed 2026-10-20

Signaturefd, LLC

UNCHANGED

Shares1,933 from 1,933

Change0 (0%)

Value$117.6K (+$3.2K)

Filed 2026-10-23

Triumph Capital Management

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$60.9K (+$1.7K)

Filed 2026-10-14

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares816 from 816

Change0 (0%)

Value$49.7K (+$1.4K)

Filed 2026-10-29

PFS Partners, LLC

UNCHANGED

Shares759 from 759

Change0 (0%)

Value$46.2K (+$1.3K)

Filed 2026-10-21

IFS Advisors, LLC

NEW

Shares353

Change+353

Value$21.5K

Filed 2026-10-14

Noble Wealth Management PBC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.1K (+$166)

Filed 2026-10-01

Corrado Advisors, LLC

CLOSED

Shares0 from 25,403

Change-25,403 (-100%)

Value$0 (-$1.5M)

Filed 2026-10-27

Maia Wealth LLC

CLOSED

Shares0 from 3,927

Change-3,927 (-100%)

Value$0 (-$232.5K)

Filed 2026-10-19

PFG Advisors

CLOSED

Shares0 from 3,882

Change-3,882 (-100%)

Value$0 (-$229.8K)

Filed 2026-10-16

Strategic Blueprint, LLC

CLOSED

Shares0 from 3,784

Change-3,784 (-100%)

Value$0 (-$224.0K)

Filed 2026-10-22

MGO One Seven LLC

CLOSED

Shares0 from 3,491

Change-3,491 (-100%)

Value$0 (-$206.7K)

Filed 2026-10-28

Advisor OS, LLC

CLOSED

Shares0 from 3,490

Change-3,490 (-100%)

Value$0 (-$206.6K)

Filed 2026-11-03

Mather Group, Llc.

CLOSED

Shares0 from 1,813

Change-1,813 (-100%)

Value$0 (-$107.3K)

Filed 2026-10-14

Gill Capital Partners, LLC

CLOSED

Shares0 from 1,682

Change-1,682 (-100%)

Value$0 (-$99.6K)

Filed 2026-10-13

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$1.2M (+$32.4K)

Filed 2026-10-29

Allworth Financial LP

N/A

Shares— from 293,309

Change-293,309 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 290,628

Change-290,628 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 139,512

Change-139,512 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 116,371

Change-116,371 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 109,857

Change-109,857 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 93,567

Change-93,567 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 77,391

Change-77,391 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 69,851

Change-69,851 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 45,513

Change-45,513 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 42,525

Change-42,525 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 36,547

Change-36,547 (-100%)

Value—

Forty-three Eighteen Advisors, LLC

N/A

Shares— from 34,166

Change-34,166 (-100%)

Value—

Blair William & Co

N/A

Shares— from 30,573

Change-30,573 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 29,832

Change-29,832 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 24,383

Change-24,383 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 23,855

Change-23,855 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 16,034

Change-16,034 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 15,236

Change-15,236 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 14,598

Change-14,598 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 13,117

Change-13,117 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,997

Change-12,997 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 12,885

Change-12,885 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 12,545

Change-12,545 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 12,414

Change-12,414 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 10,737

Change-10,737 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 10,353

Change-10,353 (-100%)

Value—

RK Capital Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 9,109

Change-9,109 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 8,567

Change-8,567 (-100%)

Value—

Collaborative Wealth Managment Inc.

N/A

Shares— from 6,455

Change-6,455 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 6,207

Change-6,207 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 5,937

Change-5,937 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 5,514

Change-5,514 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,294

Change-5,294 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 4,976

Change-4,976 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 4,730

Change-4,730 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,711

Change-4,711 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 4,529

Change-4,529 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,482

Change-4,482 (-100%)

Value—

Compass Advisory Group LLC

N/A

Shares— from 3,890

Change-3,890 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,451

Change-3,451 (-100%)

Value—

Texas Capital Bank Wealth Management Services Inc

N/A

Shares— from 3,447

Change-3,447 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,510

Change-1,510 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,365

Change-1,365 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 1,208

Change-1,208 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,163

Change-1,163 (-100%)

Value—

Atlantic Private Wealth, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 598

Change-598 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 389

Change-389 (-100%)

Value—

UBS Group AG

N/A

Shares— from 378

Change-378 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 275

Change-275 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 258

Change-258 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 241

Change-241 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 204

Change-204 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 189

Change-189 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 169

Change-169 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 147

Change-147 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 88

Change-88 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	87,876	99,853	-11,977	-12%	$5.9M	$5.3M	-$563.2K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	72,240	51,517	+20,723	+40%	$3.0M	$4.4M	+$1.3M	2026-11-02
Hofer & Associates. Inc	NEW	72,085	—	+72,085	—	—	$4.4M	—	2026-10-13
RED Crane Wealth Management, LLC	DECREASED	72,085	72,367	-282	0%	$4.3M	$4.4M	+$102.9K	2026-10-14
Cambridge Investment Research Advisors, Inc.	DECREASED	63,280	64,088	-808	-1%	$3.8M	$3.9M	+$57.0K	2026-11-02
Truist Financial Corp	INCREASED	43,727	39,409	+4,318	+11%	$2.3M	$2.7M	+$328.2K	2026-10-30
BIP Wealth, LLC	DECREASED	42,985	43,671	-686	-2%	$2.6M	$2.6M	+$30.7K	2026-10-22
Outlook Wealth Advisors, LLC	DECREASED	33,375	34,531	-1,156	-3%	$2.0M	$2.0M	-$13.0K	2026-10-28
Cambridge Advisors Inc.	DECREASED	25,269	26,629	-1,360	-5%	$1.6M	$1.5M	-$38.6K	2026-10-19
Diligent Investors, LLC	DECREASED	22,585	22,870	-285	-1%	$1.4M	$1.4M	+$20.6K	2026-10-21
AdvisorNet Financial, Inc	UNCHANGED	22,526	22,526	0	0%	$1.3M	$1.4M	+$39.4K	2026-10-15
Todd Wealth Management, LLC	DECREASED	19,840	19,893	-53	0%	$1.2M	$1.2M	+$29.8K	2026-10-19
BCS Wealth Management	UNCHANGED	18,407	18,407	0	0%	$1.1M	$1.1M	+$30.6K	2026-11-03
Cornerstone Wealth, LLC	DECREASED	17,512	17,683	-171	-1%	$1.0M	$1.1M	+$9.5K	2026-10-28
Creative Financial Designs Inc	UNCHANGED	17,120	17,120	0	0%	$1.0M	$1.0M	+$28.4K	2026-11-04
Dhjj Financial Advisors, Ltd.	DECREASED	16,204	16,289	-85	-1%	$964.3K	$986.2K	+$21.9K	2026-10-23
IFP Advisors, Inc	DECREASED	15,205	15,925	-720	-5%	$942.8K	$925.4K	-$17.4K	2026-10-16
Keystone Wealth Services, LLC	UNCHANGED	15,124	15,124	0	0%	$895.3K	$919.7K	+$24.3K	2026-11-03
Apollon Wealth Management, LLC	UNCHANGED	13,625	13,625	0	0%	$806.6K	$829.2K	+$22.6K	2026-10-23
TrustBank	DECREASED	12,564	12,614	-50	0%	$746.7K	$764.6K	+$17.9K	2026-10-20
CRA Financial Services, LLC	UNCHANGED	12,444	12,444	0	0%	$736.7K	$757.3K	+$20.7K	2026-10-16
CoreCap Advisors, LLC	INCREASED	11,144	8,913	+2,231	+25%	$527.7K	$678.2K	+$150.6K	2026-10-08
Optimist Retirement Group LLC	UNCHANGED	10,706	10,706	0	0%	$633.8K	$651.6K	+$17.8K	2026-10-30
Valtinson Bruner Financial Planning LLC	DECREASED	9,395	9,463	-68	-1%	$560.2K	$571.8K	+$11.6K	2026-11-02
Beacon Financial Advisory LLC	INCREASED	9,122	8,872	+250	+3%	$525.2K	$555.2K	+$29.9K	2026-10-16
Visionary Wealth Advisors	UNCHANGED	8,928	8,928	0	0%	$528.5K	$543.4K	+$14.8K	2026-11-04
Concurrent Investment Advisors, LLC	UNCHANGED	8,921	8,921	0	0%	$528.1K	$542.9K	+$14.8K	2026-10-16
Focus Financial Network, Inc.	UNCHANGED	7,845	7,845	0	0%	$464.4K	$477.4K	+$13.0K	2026-10-14
Arlington Capital Management Inc	DECREASED	7,534	7,856	-322	-4%	$465.1K	$458.5K	-$6.6K	2026-10-30
Jacobi Capital Management LLC	UNCHANGED	6,969	6,969	0	0%	$412.6K	$424.1K	+$11.6K	2026-11-05
First Heartland Consultants, Inc.	INCREASED	6,704	6,537	+167	+3%	$387.0K	$408.0K	+$21.0K	2026-10-08
Liberty Atlantic Advisors LLC	UNCHANGED	6,582	6,582	0	0%	$389.7K	$400.6K	+$10.9K	2026-10-14
Certified Advisory Corp	UNCHANGED	6,282	6,282	0	0%	$371.9K	$382.3K	+$10.4K	2026-10-29
Dynamic Advisor Solutions LLC	UNCHANGED	6,185	6,185	0	0%	$366.2K	$376.4K	+$10.3K	2026-10-13
Brookstone Capital Management	INCREASED	5,855	5,821	+34	+1%	$344.6K	$356.3K	+$11.7K	2026-10-22
Wedbush Securities Inc	DECREASED	5,846	6,271	-425	-7%	$371.0K	$356	-$370.6K	2026-10-22
Partners Wealth Management, LLC	NEW	5,575	—	+5,575	—	—	$339.3K	—	2026-10-28
Trek Financial, LLC	INCREASED	4,361	3,431	+930	+27%	$203.1K	$265.4K	+$62.3K	2026-10-29
Creative Planning	INCREASED	4,265	3,848	+417	+11%	$227.8K	$259.6K	+$31.8K	2026-11-02
Advus Financial Partners, LLC	DECREASED	3,797	4,186	-389	-9%	$247.8K	$231.1K	-$16.7K	2026-10-20
Long Island Wealth Management, Inc.	UNCHANGED	3,510	3,510	0	0%	$207.8K	$213.6K	+$5.8K	2026-10-20
Signaturefd, LLC	UNCHANGED	1,933	1,933	0	0%	$114.4K	$117.6K	+$3.2K	2026-10-23
Triumph Capital Management	UNCHANGED	1,000	1,000	0	0%	$59.2K	$60.9K	+$1.7K	2026-10-14
Blue Bell Private Wealth Management, LLC	UNCHANGED	816	816	0	0%	$48.3K	$49.7K	+$1.4K	2026-10-29
PFS Partners, LLC	UNCHANGED	759	759	0	0%	$44.9K	$46.2K	+$1.3K	2026-10-21
IFS Advisors, LLC	NEW	353	—	+353	—	—	$21.5K	—	2026-10-14
Noble Wealth Management PBC	UNCHANGED	100	100	0	0%	$5.9K	$6.1K	+$166	2026-10-01
Corrado Advisors, LLC	CLOSED	0	25,403	-25,403	-100%	$1.5M	$0	-$1.5M	2026-10-27
Maia Wealth LLC	CLOSED	0	3,927	-3,927	-100%	$232.5K	$0	-$232.5K	2026-10-19
PFG Advisors	CLOSED	0	3,882	-3,882	-100%	$229.8K	$0	-$229.8K	2026-10-16
Strategic Blueprint, LLC	CLOSED	0	3,784	-3,784	-100%	$224.0K	$0	-$224.0K	2026-10-22
MGO One Seven LLC	CLOSED	0	3,491	-3,491	-100%	$206.7K	$0	-$206.7K	2026-10-28
Advisor OS, LLC	CLOSED	0	3,490	-3,490	-100%	$206.6K	$0	-$206.6K	2026-11-03
Mather Group, Llc.	CLOSED	0	1,813	-1,813	-100%	$107.3K	$0	-$107.3K	2026-10-14
Gill Capital Partners, LLC	CLOSED	0	1,682	-1,682	-100%	$99.6K	$0	-$99.6K	2026-10-13
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$1.2M	$1.2M	+$32.4K	2026-10-29
Allworth Financial LP	N/A	—	293,309	-293,309	-100%	$17.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	290,628	-290,628	-100%	$17.2M	—	—	—
Raymond James Financial Inc	N/A	—	139,512	-139,512	-100%	$8.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	116,371	-116,371	-100%	$6.9M	—	—	—
LPL Financial LLC	N/A	—	109,857	-109,857	-100%	$6.5M	—	—	—
Tradition Wealth Management, LLC	N/A	—	93,567	-93,567	-100%	$5.5M	—	—	—
Cetera Investment Advisers	N/A	—	77,391	-77,391	-100%	$4.6M	—	—	—
MAI Capital Management	N/A	—	69,851	-69,851	-100%	$4.1M	—	—	—
Fiduciary Financial Advisors	N/A	—	45,513	-45,513	-100%	$2.7M	—	—	—
CreativeOne Wealth, LLC	N/A	—	42,525	-42,525	-100%	$2.5M	—	—	—
GWN Securities Inc.	N/A	—	36,547	-36,547	-100%	$2.2M	—	—	—
Forty-three Eighteen Advisors, LLC	N/A	—	34,166	-34,166	-100%	$2.0M	—	—	—
Blair William & Co	N/A	—	30,573	-30,573	-100%	$1.8M	—	—	—
Old Mission Capital LLC	N/A	—	29,832	-29,832	-100%	$1.8M	—	—	—
Mutual Advisors, LLC	N/A	—	24,383	-24,383	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	23,855	-23,855	-100%	$1.4M	—	—	—
MML Investors Services, LLC	N/A	—	16,034	-16,034	-100%	$949.2K	—	—	—
PlanVest Financial, Inc	N/A	—	15,236	-15,236	-100%	$902.0K	—	—	—
FSA Advisors, Inc.	N/A	—	14,598	-14,598	-100%	$864.2K	—	—	—
HighTower Advisors, LLC	N/A	—	13,117	-13,117	-100%	$776.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,997	-12,997	-100%	$769.4K	—	—	—
Advisory Services Network, LLC	N/A	—	12,885	-12,885	-100%	$762.8K	—	—	—
Phoenix Financial Ltd.	N/A	—	12,545	-12,545	-100%	$740.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	12,414	-12,414	-100%	$734.9K	—	—	—
Merit Financial Group, LLC	N/A	—	10,737	-10,737	-100%	$635.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	10,353	-10,353	-100%	$612.9K	—	—	—
RK Capital Management, LLC	N/A	—	10,000	-10,000	-100%	$625.3K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	9,109	-9,109	-100%	$539.3K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	8,567	-8,567	-100%	$507.2K	—	—	—
Collaborative Wealth Managment Inc.	N/A	—	6,455	-6,455	-100%	$382.1K	—	—	—
Centaurus Financial, Inc.	N/A	—	6,207	-6,207	-100%	$367.0K	—	—	—
AE Wealth Management LLC	N/A	—	5,937	-5,937	-100%	$351.5K	—	—	—
Navis Wealth Advisors, LLC	N/A	—	5,514	-5,514	-100%	$326.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	5,294	-5,294	-100%	$313.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	4,976	-4,976	-100%	$294.6K	—	—	—
MTM Financial Group, LLC	N/A	—	4,730	-4,730	-100%	$280.0K	—	—	—
Focus Partners Wealth	N/A	—	4,711	-4,711	-100%	$278.9K	—	—	—
Principal Securities, Inc.	N/A	—	4,529	-4,529	-100%	$268.1K	—	—	—
Arax Advisory Partners	N/A	—	4,482	-4,482	-100%	$265.3K	—	—	—
Compass Advisory Group LLC	N/A	—	3,890	-3,890	-100%	$230.3K	—	—	—
Citadel Advisors LLC	N/A	—	3,451	-3,451	-100%	$204.3K	—	—	—
Texas Capital Bank Wealth Management Services Inc	N/A	—	3,447	-3,447	-100%	$204.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,510	-1,510	-100%	$89.4K	—	—	—
Capital Analysts, LLC	N/A	—	1,365	-1,365	-100%	$81.0K	—	—	—
RED Reef Advisors LLC	N/A	—	1,208	-1,208	-100%	$71.5K	—	—	—
JPMorgan Chase & Co	N/A	—	1,163	-1,163	-100%	$68.7K	—	—	—
Atlantic Private Wealth, LLC	N/A	—	1,000	-1,000	-100%	$59.2K	—	—	—
Harbour Investments, Inc.	N/A	—	598	-598	-100%	$35.4K	—	—	—
Highland Investment Advisors LLC	N/A	—	389	-389	-100%	$23.0K	—	—	—
UBS Group AG	N/A	—	378	-378	-100%	$22.4K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	275	-275	-100%	$16.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	258	-258	-100%	$15.3K	—	—	—
Morgan Stanley	N/A	—	241	-241	-100%	$14.3K	—	—	—
Luminist Capital LLC	N/A	—	204	-204	-100%	$11.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	189	-189	-100%	$11.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	169	-169	-100%	$10.0K	—	—	—
BFC Planning, Inc.	N/A	—	147	-147	-100%	$8.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	88	-88	-100%	$5.2K	—	—	—

Showing 114 of 114 institutions