Innovator U.S. Equity Buffer (BMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Macroview Investment Management LLC

UNCHANGED

Shares138,327 from 138,327

Change0 (0%)

Value$8.2M (+$207.1K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares101,097 from 113,796

Change-12,699 (-11%)

Value$6.0M (-$580.5K)

Filed 2026-11-02

Retirement Planning Group, LLC

DECREASED

Shares82,040 from 86,301

Change-4,261 (-5%)

Value$4.9M (-$122.7K)

Filed 2026-10-19

LPL Financial LLC

INCREASED

Shares68,300 from 67,837

Change+463 (+1%)

Value$4.0M (+$128.9K)

Filed 2026-11-06

Valtinson Bruner Financial Planning LLC

DECREASED

Shares67,377 from 70,212

Change-2,835 (-4%)

Value$4.0M (-$62.5K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares59,149 from 40,204

Change+18,945 (+47%)

Value$3.5M (+$1.2M)

Filed 2026-11-02

Blue Bell Private Wealth Management, LLC

DECREASED

Shares38,385 from 38,838

Change-453 (-1%)

Value$2.3M (+$31.4K)

Filed 2026-10-29

My Personal CFO, LLC

DECREASED

Shares38,238 from 38,438

Change-200 (-1%)

Value$2.3M (+$45.7K)

Filed 2026-10-14

Lantz Financial LLC

DECREASED

Shares33,650 from 34,316

Change-666 (-2%)

Value$2.0M (+$12.0K)

Filed 2026-10-15

Brookstone Capital Management

DECREASED

Shares30,965 from 846,066

Change-815,101 (-96%)

Value$1.8M (-$46.9M)

Filed 2026-10-22

Fragasso Financial Advisors Inc

DECREASED

Shares30,419 from 30,480

Change-61 (0%)

Value$1.8M (+$63.3K)

Filed 2026-10-13

Integral Investment Advisors, Inc.

UNCHANGED

Shares30,365 from 30,365

Change0 (0%)

Value$1.8M (+$45.5K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

NEW

Shares29,536

Change+29,536

Value$1.7M

Filed 2026-10-16

Spire Wealth Management

DECREASED

Shares27,612 from 29,928

Change-2,316 (-8%)

Value$1.6M (-$92.3K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares26,666 from 26,956

Change-290 (-1%)

Value$1.6M (+$24.0K)

Filed 2026-11-02

Chris Bulman Inc

DECREASED

Shares24,670 from 31,030

Change-6,360 (-20%)

Value$1.5M (-$329.6K)

Filed 2026-10-20

Lido Advisors, LLC

UNCHANGED

Shares21,104 from 21,104

Change0 (0%)

Value$1.2M (+$31.6K)

Filed 2026-11-04

Weaver Consulting Group

DECREASED

Shares20,749 from 22,428

Change-1,679 (-7%)

Value$1.2M (-$65.7K)

Filed 2026-10-07

Strategic Blueprint, LLC

DECREASED

Shares15,291 from 18,240

Change-2,949 (-16%)

Value$904.1K (-$147.1K)

Filed 2026-10-22

Dhjj Financial Advisors, Ltd.

DECREASED

Shares15,086 from 15,591

Change-505 (-3%)

Value$892.0K (-$6.5K)

Filed 2026-10-23

Ballast Rock Private Wealth LLC

UNCHANGED

Shares14,932 from 14,932

Change0 (0%)

Value$882.8K (+$22.4K)

Filed 2026-10-26

Trek Financial, LLC

UNCHANGED

Shares11,137 from 11,137

Change0 (0%)

Value$658.5K (+$16.7K)

Filed 2026-10-29

Corrado Advisors, LLC

DECREASED

Shares10,943 from 11,090

Change-147 (-1%)

Value$647.0K (+$7.9K)

Filed 2026-10-27

Sigma Planning Corp

UNCHANGED

Shares9,704 from 9,704

Change0 (0%)

Value$573.7K (+$14.5K)

Filed 2026-10-23

BCS Wealth Management

DECREASED

Shares8,691 from 9,209

Change-518 (-6%)

Value$513.9K (-$16.8K)

Filed 2026-11-03

TopTier Wealth Management, LLC

DECREASED

Shares7,325 from 7,330

Change-5 (0%)

Value$433.1K (+$10.7K)

Filed 2026-10-16

Seven Hills Financial, LLC

NEW

Shares7,218

Change+7,218

Value$426.8K

Filed 2026-10-13

Outlook Wealth Advisors, LLC

UNCHANGED

Shares6,869 from 6,869

Change0 (0%)

Value$406.1K (+$10.3K)

Filed 2026-10-28

Merit Financial Group, LLC

UNCHANGED

Shares6,476 from 6,476

Change0 (0%)

Value$382.9K (+$9.7K)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares5,521 from 4,803

Change+718 (+15%)

Value$326.4K (+$49.6K)

Filed 2026-10-16

Novem Group

DECREASED

Shares5,458 from 12,518

Change-7,060 (-56%)

Value$322.7K (-$398.7K)

Filed 2026-10-19

Diligent Investors, LLC

UNCHANGED

Shares5,365 from 5,365

Change0 (0%)

Value$317.2K (+$8.0K)

Filed 2026-10-21

Truist Financial Corp

INCREASED

Shares5,350 from 4,750

Change+600 (+13%)

Value$316.3K (+$42.6K)

Filed 2026-10-30

Gaddis Premier Wealth Advisors LLC

UNCHANGED

Shares5,075 from 5,075

Change0 (0%)

Value$300.1K (+$7.6K)

Filed 2026-10-29

Keystone Wealth Services, LLC

UNCHANGED

Shares4,857 from 4,857

Change0 (0%)

Value$287.1K (+$7.3K)

Filed 2026-11-03

Blue Sky Capital Consultants Group, Inc.

UNCHANGED

Shares4,751 from 4,751

Change0 (0%)

Value$280.9K (+$7.1K)

Filed 2026-10-13

KFG Wealth Management, LLC

DECREASED

Shares4,466 from 5,093

Change-627 (-12%)

Value$264.0K (-$29.4K)

Filed 2026-10-16

Cypress Wealth Services, LLC

UNCHANGED

Shares4,454 from 4,454

Change0 (0%)

Value$266.2K (+$9.5K)

Filed 2026-10-21

Crown Wealth Group, LLC

UNCHANGED

Shares4,400 from 4,400

Change0 (0%)

Value$260.1K (+$6.6K)

Filed 2026-10-19

Clear Point Advisors Inc.

NEW

Shares4,320

Change+4,320

Value$255.4K

Filed 2026-10-30

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares4,192 from 4,192

Change0 (0%)

Value$247.8K (+$6.3K)

Filed 2026-10-15

Davenport & Co LLC

UNCHANGED

Shares4,050 from 4,050

Change0 (0%)

Value$239.5K (+$6.1K)

Filed 2026-10-14

Beacon Financial Advisory LLC

DECREASED

Shares4,018 from 4,950

Change-932 (-19%)

Value$237.6K (-$47.7K)

Filed 2026-10-16

IMG Wealth Management, Inc.

DECREASED

Shares2,534 from 2,563

Change-29 (-1%)

Value$149.8K (+$2.1K)

Filed 2026-10-27

Financial Network Wealth Advisors LLC

UNCHANGED

Shares1,951 from 1,951

Change0 (0%)

Value$115.4K (+$2.9K)

Filed 2026-10-28

Cape Investment Advisory, Inc.

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$65.0K (+$1.6K)

Filed 2026-10-13

CoreCap Advisors, LLC

UNCHANGED

Shares641 from 641

Change0 (0%)

Value$37.9K (+$960)

Filed 2026-10-08

Creative Financial Designs Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$29.6K (+$748)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$23.1K ($0)

Filed 2026-11-06

Chapman Financial Group, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$17.7K (+$449)

Filed 2026-10-26

Larson Financial Group LLC

UNCHANGED

Shares185 from 185

Change0 (0%)

Value$10.9K (+$277)

Filed 2026-11-05

Lanark Financial, Inc.

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$10.6K (+$270)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$8.9K (+$225)

Filed 2026-11-04

Assetmark, Inc

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$5.7K (+$145)

Filed 2026-10-21

Barclays PLC

DECREASED

Shares34 from 113

Change-79 (-70%)

Value$2.0K (-$4.5K)

Filed 2026-11-06

Farther Finance Advisors, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.1K (+$28)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$118 (+$3)

Filed 2026-10-27

AlphaStar Capital Management, LLC

CLOSED

Shares0 from 4,952

Change-4,952 (-100%)

Value$0 (-$285.4K)

Filed 2026-10-16

D.B. Root & Company, LLC

CLOSED

Shares0 from 3,998

Change-3,998 (-100%)

Value$0 (-$230.4K)

Filed 2026-11-04

Bullseye Investment Management, LLC

CLOSED

Shares0 from 685

Change-685 (-100%)

Value$0 (-$39.5K)

Filed 2026-10-29

AdvisorNet Financial, Inc

CLOSED

Shares0 from 198

Change-198 (-100%)

Value$0 (-$11.4K)

Filed 2026-10-15

Penserra Capital Management LLC

N/A

Shares— from 455,116

Change-455,116 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 175,696

Change-175,696 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 155,457

Change-155,457 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 100,421

Change-100,421 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 87,696

Change-87,696 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 73,223

Change-73,223 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 43,285

Change-43,285 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 41,134

Change-41,134 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 40,498

Change-40,498 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,085

Change-33,085 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 28,621

Change-28,621 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 23,691

Change-23,691 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 23,176

Change-23,176 (-100%)

Value—

Beck Capital Management, LLC

N/A

Shares— from 21,306

Change-21,306 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 21,027

Change-21,027 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 17,324

Change-17,324 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 16,784

Change-16,784 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,794

Change-12,794 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 12,518

Change-12,518 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,468

Change-12,468 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 10,922

Change-10,922 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 10,794

Change-10,794 (-100%)

Value—

Bellwether Advisors, LLC

N/A

Shares— from 10,709

Change-10,709 (-100%)

Value—

Allie Family Office LLC

N/A

Shares— from 9,550

Change-9,550 (-100%)

Value—

WPWealth LLP

N/A

Shares— from 8,466

Change-8,466 (-100%)

Value—

Summit Wealth Partners, LLC

N/A

Shares— from 8,349

Change-8,349 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 7,823

Change-7,823 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 7,430

Change-7,430 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 7,360

Change-7,360 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 7,229

Change-7,229 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 6,707

Change-6,707 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 6,625

Change-6,625 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 4,778

Change-4,778 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 4,625

Change-4,625 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 4,036

Change-4,036 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,824

Change-3,824 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,799

Change-3,799 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 3,692

Change-3,692 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 3,657

Change-3,657 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,527

Change-3,527 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 3,320

Change-3,320 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,062

Change-3,062 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,440

Change-1,440 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 723

Change-723 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 685

Change-685 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 394

Change-394 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 320

Change-320 (-100%)

Value—

CNB Bank

N/A

Shares— from 232

Change-232 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 210

Change-210 (-100%)

Value—

	Status
Macroview Investment Management LLC	UNCHANGED	138,327	138,327	0	0%	$8.0M	$8.2M	+$207.1K	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	101,097	113,796	-12,699	-11%	$6.6M	$6.0M	-$580.5K	2026-11-02
Retirement Planning Group, LLC	DECREASED	82,040	86,301	-4,261	-5%	$5.0M	$4.9M	-$122.7K	2026-10-19
LPL Financial LLC	INCREASED	68,300	67,837	+463	+1%	$3.9M	$4.0M	+$128.9K	2026-11-06
Valtinson Bruner Financial Planning LLC	DECREASED	67,377	70,212	-2,835	-4%	$4.0M	$4.0M	-$62.5K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	59,149	40,204	+18,945	+47%	$2.3M	$3.5M	+$1.2M	2026-11-02
Blue Bell Private Wealth Management, LLC	DECREASED	38,385	38,838	-453	-1%	$2.2M	$2.3M	+$31.4K	2026-10-29
My Personal CFO, LLC	DECREASED	38,238	38,438	-200	-1%	$2.2M	$2.3M	+$45.7K	2026-10-14
Lantz Financial LLC	DECREASED	33,650	34,316	-666	-2%	$2.0M	$2.0M	+$12.0K	2026-10-15
Brookstone Capital Management	DECREASED	30,965	846,066	-815,101	-96%	$48.8M	$1.8M	-$46.9M	2026-10-22
Fragasso Financial Advisors Inc	DECREASED	30,419	30,480	-61	0%	$1.8M	$1.8M	+$63.3K	2026-10-13
Integral Investment Advisors, Inc.	UNCHANGED	30,365	30,365	0	0%	$1.7M	$1.8M	+$45.5K	2026-11-03
Concurrent Investment Advisors, LLC	NEW	29,536	—	+29,536	—	—	$1.7M	—	2026-10-16
Spire Wealth Management	DECREASED	27,612	29,928	-2,316	-8%	$1.7M	$1.6M	-$92.3K	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	26,666	26,956	-290	-1%	$1.6M	$1.6M	+$24.0K	2026-11-02
Chris Bulman Inc	DECREASED	24,670	31,030	-6,360	-20%	$1.8M	$1.5M	-$329.6K	2026-10-20
Lido Advisors, LLC	UNCHANGED	21,104	21,104	0	0%	$1.2M	$1.2M	+$31.6K	2026-11-04
Weaver Consulting Group	DECREASED	20,749	22,428	-1,679	-7%	$1.3M	$1.2M	-$65.7K	2026-10-07
Strategic Blueprint, LLC	DECREASED	15,291	18,240	-2,949	-16%	$1.1M	$904.1K	-$147.1K	2026-10-22
Dhjj Financial Advisors, Ltd.	DECREASED	15,086	15,591	-505	-3%	$898.5K	$892.0K	-$6.5K	2026-10-23
Ballast Rock Private Wealth LLC	UNCHANGED	14,932	14,932	0	0%	$860.5K	$882.8K	+$22.4K	2026-10-26
Trek Financial, LLC	UNCHANGED	11,137	11,137	0	0%	$641.8K	$658.5K	+$16.7K	2026-10-29
Corrado Advisors, LLC	DECREASED	10,943	11,090	-147	-1%	$639.1K	$647.0K	+$7.9K	2026-10-27
Sigma Planning Corp	UNCHANGED	9,704	9,704	0	0%	$559.2K	$573.7K	+$14.5K	2026-10-23
BCS Wealth Management	DECREASED	8,691	9,209	-518	-6%	$530.7K	$513.9K	-$16.8K	2026-11-03
TopTier Wealth Management, LLC	DECREASED	7,325	7,330	-5	0%	$422.4K	$433.1K	+$10.7K	2026-10-16
Seven Hills Financial, LLC	NEW	7,218	—	+7,218	—	—	$426.8K	—	2026-10-13
Outlook Wealth Advisors, LLC	UNCHANGED	6,869	6,869	0	0%	$395.8K	$406.1K	+$10.3K	2026-10-28
Merit Financial Group, LLC	UNCHANGED	6,476	6,476	0	0%	$373.2K	$382.9K	+$9.7K	2026-11-06
IFP Advisors, Inc	INCREASED	5,521	4,803	+718	+15%	$276.8K	$326.4K	+$49.6K	2026-10-16
Novem Group	DECREASED	5,458	12,518	-7,060	-56%	$721.4K	$322.7K	-$398.7K	2026-10-19
Diligent Investors, LLC	UNCHANGED	5,365	5,365	0	0%	$309.2K	$317.2K	+$8.0K	2026-10-21
Truist Financial Corp	INCREASED	5,350	4,750	+600	+13%	$273.7K	$316.3K	+$42.6K	2026-10-30
Gaddis Premier Wealth Advisors LLC	UNCHANGED	5,075	5,075	0	0%	$292.5K	$300.1K	+$7.6K	2026-10-29
Keystone Wealth Services, LLC	UNCHANGED	4,857	4,857	0	0%	$279.9K	$287.1K	+$7.3K	2026-11-03
Blue Sky Capital Consultants Group, Inc.	UNCHANGED	4,751	4,751	0	0%	$273.8K	$280.9K	+$7.1K	2026-10-13
KFG Wealth Management, LLC	DECREASED	4,466	5,093	-627	-12%	$293.5K	$264.0K	-$29.4K	2026-10-16
Cypress Wealth Services, LLC	UNCHANGED	4,454	4,454	0	0%	$256.7K	$266.2K	+$9.5K	2026-10-21
Crown Wealth Group, LLC	UNCHANGED	4,400	4,400	0	0%	$253.6K	$260.1K	+$6.6K	2026-10-19
Clear Point Advisors Inc.	NEW	4,320	—	+4,320	—	—	$255.4K	—	2026-10-30
Fortitude Advisory Group L.L.C.	UNCHANGED	4,192	4,192	0	0%	$241.6K	$247.8K	+$6.3K	2026-10-15
Davenport & Co LLC	UNCHANGED	4,050	4,050	0	0%	$233.4K	$239.5K	+$6.1K	2026-10-14
Beacon Financial Advisory LLC	DECREASED	4,018	4,950	-932	-19%	$285.3K	$237.6K	-$47.7K	2026-10-16
IMG Wealth Management, Inc.	DECREASED	2,534	2,563	-29	-1%	$147.7K	$149.8K	+$2.1K	2026-10-27
Financial Network Wealth Advisors LLC	UNCHANGED	1,951	1,951	0	0%	$112.4K	$115.4K	+$2.9K	2026-10-28
Cape Investment Advisory, Inc.	UNCHANGED	1,100	1,100	0	0%	$63.4K	$65.0K	+$1.6K	2026-10-13
CoreCap Advisors, LLC	UNCHANGED	641	641	0	0%	$36.9K	$37.9K	+$960	2026-10-08
Creative Financial Designs Inc	UNCHANGED	500	500	0	0%	$28.8K	$29.6K	+$748	2026-11-04
Allworth Financial LP	UNCHANGED	400	400	0	0%	$23.1K	$23.1K	$0	2026-11-06
Chapman Financial Group, LLC	UNCHANGED	300	300	0	0%	$17.3K	$17.7K	+$449	2026-10-26
Larson Financial Group LLC	UNCHANGED	185	185	0	0%	$10.7K	$10.9K	+$277	2026-11-05
Lanark Financial, Inc.	UNCHANGED	180	180	0	0%	$10.4K	$10.6K	+$270	2026-10-26
EverSource Wealth Advisors, LLC	UNCHANGED	150	150	0	0%	$8.6K	$8.9K	+$225	2026-11-04
Assetmark, Inc	UNCHANGED	97	97	0	0%	$5.6K	$5.7K	+$145	2026-10-21
Barclays PLC	DECREASED	34	113	-79	-70%	$6.5K	$2.0K	-$4.5K	2026-11-06
Farther Finance Advisors, LLC	UNCHANGED	19	19	0	0%	$1.1K	$1.1K	+$28	2026-10-08
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	2	2	0	0%	$115	$118	+$3	2026-10-27
AlphaStar Capital Management, LLC	CLOSED	0	4,952	-4,952	-100%	$285.4K	$0	-$285.4K	2026-10-16
D.B. Root & Company, LLC	CLOSED	0	3,998	-3,998	-100%	$230.4K	$0	-$230.4K	2026-11-04
Bullseye Investment Management, LLC	CLOSED	0	685	-685	-100%	$39.5K	$0	-$39.5K	2026-10-29
AdvisorNet Financial, Inc	CLOSED	0	198	-198	-100%	$11.4K	$0	-$11.4K	2026-10-15
Penserra Capital Management LLC	N/A	—	455,116	-455,116	-100%	$26.2M	—	—	—
Talon Private Wealth, LLC	N/A	—	175,696	-175,696	-100%	$10.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	155,457	-155,457	-100%	$9.0M	—	—	—
HighTower Advisors, LLC	N/A	—	100,421	-100,421	-100%	$5.8M	—	—	—
Cerity Partners LLC	N/A	—	87,696	-87,696	-100%	$5.1M	—	—	—
Raymond James Financial Inc	N/A	—	73,223	-73,223	-100%	$4.2M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	43,285	-43,285	-100%	$2.5M	—	—	—
Cetera Investment Advisers	N/A	—	41,134	-41,134	-100%	$2.4M	—	—	—
Main Street Financial Solutions, LLC	N/A	—	40,498	-40,498	-100%	$2.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,085	-33,085	-100%	$1.9M	—	—	—
First Commonwealth Financial Corp	N/A	—	28,621	-28,621	-100%	$1.6M	—	—	—
Arkadios Wealth Advisors	N/A	—	23,691	-23,691	-100%	$1.4M	—	—	—
Snowden Capital Advisors LLC	N/A	—	23,176	-23,176	-100%	$1.3M	—	—	—
Beck Capital Management, LLC	N/A	—	21,306	-21,306	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	21,027	-21,027	-100%	$1.2M	—	—	—
FSA Advisors, Inc.	N/A	—	17,324	-17,324	-100%	$998.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	16,784	-16,784	-100%	$967.0K	—	—	—
MML Investors Services, LLC	N/A	—	12,794	-12,794	-100%	$737.3K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	12,518	-12,518	-100%	$721.4K	—	—	—
Arax Advisory Partners	N/A	—	12,468	-12,468	-100%	$718.5K	—	—	—
Benjamin Edwards Inc	N/A	—	10,922	-10,922	-100%	$629.4K	—	—	—
Old Mission Capital LLC	N/A	—	10,794	-10,794	-100%	$622.0K	—	—	—
Bellwether Advisors, LLC	N/A	—	10,709	-10,709	-100%	$617.1K	—	—	—
Allie Family Office LLC	N/A	—	9,550	-9,550	-100%	$550.3K	—	—	—
WPWealth LLP	N/A	—	8,466	-8,466	-100%	$487.9K	—	—	—
Summit Wealth Partners, LLC	N/A	—	8,349	-8,349	-100%	$481.1K	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	7,823	-7,823	-100%	$450.0K	—	—	—
Orion Capital Management LLC	N/A	—	7,430	-7,430	-100%	$428.2K	—	—	—
Cofg Advisors, LLC	N/A	—	7,360	-7,360	-100%	$424.1K	—	—	—
CreativeOne Wealth, LLC	N/A	—	7,229	-7,229	-100%	$416.6K	—	—	—
Advisory Services Network, LLC	N/A	—	6,707	-6,707	-100%	$386.5K	—	—	—
GWN Securities Inc.	N/A	—	6,625	-6,625	-100%	$381.8K	—	—	—
Continuum Advisory, LLC	N/A	—	5,750	-5,750	-100%	$331.4K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	4,778	-4,778	-100%	$275.3K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	4,625	-4,625	-100%	$266.5K	—	—	—
Principal Securities, Inc.	N/A	—	4,036	-4,036	-100%	$232.6K	—	—	—
Captrust Financial Advisors	N/A	—	3,824	-3,824	-100%	$220.4K	—	—	—
Pathstone Holdings, LLC	N/A	—	3,799	-3,799	-100%	$218.9K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	3,692	-3,692	-100%	$212.8K	—	—	—
Mutual Advisors, LLC	N/A	—	3,657	-3,657	-100%	$210.7K	—	—	—
AE Wealth Management LLC	N/A	—	3,527	-3,527	-100%	$203.3K	—	—	—
Integrity Financial Corp	N/A	—	3,320	-3,320	-100%	$191.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,062	-3,062	-100%	$176.5K	—	—	—
IFG Advisory, LLC	N/A	—	1,440	-1,440	-100%	$83.0K	—	—	—
WealthShield Partners, LLC	N/A	—	723	-723	-100%	$41.7K	—	—	—
JPMorgan Chase & Co	N/A	—	685	-685	-100%	$39.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	394	-394	-100%	$22.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	320	-320	-100%	$18.4K	—	—	—
CNB Bank	N/A	—	232	-232	-100%	$13.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	210	-210	-100%	$12.1K	—	—	—

Showing 111 of 111 institutions