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Innovator U.S. Equity Buffer (BFEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Berkshire Money Management, Inc.
DECREASED
Shares95,512 from 95,648
Change-136 (0%)
Value$5.2M (+$128.0K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares78,444 from 971,141
Change-892,697 (-92%)
Value$4.2M (-$46.9M)
Filed 2026-10-22
My Personal CFO, LLC
DECREASED
Shares70,575 from 72,470
Change-1,895 (-3%)
Value$3.8M (+$79)
Filed 2026-10-14
McAlister, Sweet & Associates, Inc.
DECREASED
Shares69,878 from 69,990
Change-112 (0%)
Value$3.8M (+$93.0K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
DECREASED
Shares62,600 from 76,735
Change-14,135 (-18%)
Value$3.4M (-$655.5K)
Filed 2026-11-02
TopTier Wealth Management, LLC
DECREASED
Shares56,623 from 56,888
Change-265 (0%)
Value$3.1M (+$66.1K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares53,647
Change+53,647
Value$2.9M
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
DECREASED
Shares47,608 from 47,613
Change-5 (0%)
Value$2.6M (+$67.1K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
DECREASED
Shares44,374 from 44,786
Change-412 (-1%)
Value$2.4M (+$70.1K)
Filed 2026-10-13
Lantz Financial LLC
DECREASED
Shares34,533 from 35,179
Change-646 (-2%)
Value$1.9M (+$14.8K)
Filed 2026-10-15
PCA Investment Advisory Services Inc.
DECREASED
Shares34,278 from 34,338
Change-60 (0%)
Value$1.9M (+$45.3K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
UNCHANGED
Shares33,087 from 33,087
Change0 (0%)
Value$1.8M (+$46.8K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED
Shares32,867 from 33,334
Change-467 (-1%)
Value$1.8M (+$21.9K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
DECREASED
Shares30,190 from 30,210
Change-20 (0%)
Value$1.6M (+$41.7K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares29,008 from 29,481
Change-473 (-2%)
Value$1.6M (+$16.1K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares28,956 from 28,958
Change-2 (0%)
Value$1.6M (+$41.0K)
Filed 2026-10-30
Chris Bulman Inc
DECREASED
Shares26,813 from 33,166
Change-6,353 (-19%)
Value$1.4M (-$296.5K)
Filed 2026-10-20
Weaver Consulting Group
UNCHANGED
Shares18,885 from 18,885
Change0 (0%)
Value$1.0M (+$26.7K)
Filed 2026-10-07
Strategic Blueprint, LLC
DECREASED
Shares17,281 from 21,568
Change-4,287 (-20%)
Value$934.2K (-$201.2K)
Filed 2026-10-22
Trek Financial, LLC
UNCHANGED
Shares16,795 from 16,795
Change0 (0%)
Value$907.9K (+$23.8K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
DECREASED
Shares15,916 from 16,091
Change-175 (-1%)
Value$860.4K (+$13.3K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,513 from 15,727
Change-1,214 (-8%)
Value$785.0K (-$43.0K)
Filed 2026-11-02
BCS Wealth Management
DECREASED
Shares12,981 from 13,712
Change-731 (-5%)
Value$701.7K (-$20.1K)
Filed 2026-11-03
Three Seasons Wealth, LLC
DECREASED
Shares11,659 from 13,515
Change-1,856 (-14%)
Value$630.2K (-$81.2K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
DECREASED
Shares11,492 from 11,649
Change-157 (-1%)
Value$621.2K (+$8.0K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
NEW
Shares9,402
Change+9,402
Value$512.6K
Filed 2026-10-13
CRA Financial Services, LLC
UNCHANGED
Shares9,363 from 9,363
Change0 (0%)
Value$506.1K (+$13.2K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
DECREASED
Shares9,305 from 9,645
Change-340 (-4%)
Value$503.0K (-$4.7K)
Filed 2026-10-28
Focus Financial Network, Inc.
UNCHANGED
Shares8,633 from 8,633
Change0 (0%)
Value$466.7K (+$12.2K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares7,879 from 7,929
Change-50 (-1%)
Value$425.9K (+$8.5K)
Filed 2026-11-04
Keystone Wealth Services, LLC
UNCHANGED
Shares7,365 from 7,365
Change0 (0%)
Value$398.1K (+$10.4K)
Filed 2026-11-03
Central Valley Advisors, LLC
UNCHANGED
Shares7,341 from 7,341
Change0 (0%)
Value$396.8K (+$10.4K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares7,247 from 7,262
Change-15 (0%)
Value$391.8K (+$9.5K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares6,965 from 6,986
Change-21 (0%)
Value$376.5K (+$8.7K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares6,736 from 6,736
Change0 (0%)
Value$364.1K (+$9.5K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares6,709 from 6,761
Change-52 (-1%)
Value$362.7K (+$6.8K)
Filed 2026-11-05
Cornerstone Wealth, LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$355.9K (+$5.7K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares6,486 from 6,452
Change+34 (+1%)
Value$350.6K (+$11.0K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
UNCHANGED
Shares6,417 from 6,417
Change0 (0%)
Value$346.1K (+$9.9K)
Filed 2026-10-27
Corrado Advisors, LLC
UNCHANGED
Shares6,221 from 6,221
Change0 (0%)
Value$336.3K (+$8.8K)
Filed 2026-10-27
Bluesphere Advisors LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$335.2K (+$8.8K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
UNCHANGED
Shares6,099 from 6,099
Change0 (0%)
Value$329.7K (+$8.6K)
Filed 2026-10-13
IMG Wealth Management, Inc.
UNCHANGED
Shares6,028 from 6,028
Change0 (0%)
Value$325.9K (+$8.5K)
Filed 2026-10-27
Accurate Wealth Management, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$328.7K (+$10.6K)
Filed 2026-10-20
Fortune Financial Group, Inc.
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$318.9K (+$8.3K)
Filed 2026-10-22
MGO One Seven LLC
UNCHANGED
Shares5,482 from 5,482
Change0 (0%)
Value$296.3K (+$7.8K)
Filed 2026-10-28
Truist Financial Corp
NEW
Shares4,627
Change+4,627
Value$250.1K
Filed 2026-10-30
TrustBank
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$248.7K (+$6.5K)
Filed 2026-10-20
Global Assets Advisory, LLC
UNCHANGED
Shares4,579 from 4,579
Change0 (0%)
Value$249.5K (+$8.5K)
Filed 2026-10-28
Diligent Investors, LLC
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$224.3K (+$5.9K)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$216.2K (+$5.7K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares3,035 from 3,075
Change-40 (-1%)
Value$164.1K (+$2.2K)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$159.5K (+$4.2K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares2,812 from 2,812
Change0 (0%)
Value$152.0K (+$4.0K)
Filed 2026-10-28
AlphaCore Capital LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$108.1K (+$2.8K)
Filed 2026-11-04
Global Trust Asset Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$81.1K (+$2.1K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares824 from 862
Change-38 (-4%)
Value$44.5K (-$835)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$10.6K (+$277)
Filed 2026-11-05
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 6,948
Change-6,948 (-100%)
Value$0 (-$365.8K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,537
Change-3,537 (-100%)
Value$0 (-$186.2K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$14.7K)
Filed 2026-10-29
Penserra Capital Management LLC
N/A
Shares— from 500,843
Change-500,843 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 199,947
Change-199,947 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 192,350
Change-192,350 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 141,053
Change-141,053 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 112,867
Change-112,867 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 76,458
Change-76,458 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 66,453
Change-66,453 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,991
Change-65,991 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 65,502
Change-65,502 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 59,290
Change-59,290 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 47,560
Change-47,560 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 44,177
Change-44,177 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 33,474
Change-33,474 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,798
Change-23,798 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,225
Change-22,225 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,403
Change-21,403 (-100%)
Value—
Blair William & Co
N/A
Shares— from 18,642
Change-18,642 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,091
Change-17,091 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,953
Change-14,953 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,471
Change-14,471 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,358
Change-14,358 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,019
Change-13,019 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 12,651
Change-12,651 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 11,588
Change-11,588 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,994
Change-10,994 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,883
Change-10,883 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,733
Change-10,733 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,680
Change-6,680 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 690
Change-690 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 542
Change-542 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 200
Change-200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46
Change-46 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Berkshire Money Management, Inc.
DECREASED95,51295,648-1360%$5.0M$5.2M+$128.0K2026-10-21
Brookstone Capital Management
DECREASED78,444971,141-892,697-92%$51.1M$4.2M-$46.9M2026-10-22
My Personal CFO, LLC
DECREASED70,57572,470-1,895-3%$3.8M$3.8M+$792026-10-14
McAlister, Sweet & Associates, Inc.
DECREASED69,87869,990-1120%$3.7M$3.8M+$93.0K2026-10-07
Commonwealth Equity Services, LLC
DECREASED62,60076,735-14,135-18%$4.0M$3.4M-$655.5K2026-11-02
TopTier Wealth Management, LLC
DECREASED56,62356,888-2650%$3.0M$3.1M+$66.1K2026-10-16
Concurrent Investment Advisors, LLC
NEW53,647—+53,647——$2.9M—2026-10-16
Valtinson Bruner Financial Planning LLC
DECREASED47,60847,613-50%$2.5M$2.6M+$67.1K2026-11-02
Fragasso Financial Advisors Inc
DECREASED44,37444,786-412-1%$2.4M$2.4M+$70.1K2026-10-13
Lantz Financial LLC
DECREASED34,53335,179-646-2%$1.9M$1.9M+$14.8K2026-10-15
PCA Investment Advisory Services Inc.
DECREASED34,27834,338-600%$1.8M$1.9M+$45.3K2026-10-13
Integral Investment Advisors, Inc.
UNCHANGED33,08733,08700%$1.7M$1.8M+$46.8K2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED32,86733,334-467-1%$1.8M$1.8M+$21.9K2026-10-29
Dhjj Financial Advisors, Ltd.
DECREASED30,19030,210-200%$1.6M$1.6M+$41.7K2026-10-23
Kestra Advisory Services, LLC
DECREASED29,00829,481-473-2%$1.6M$1.6M+$16.1K2026-11-02
Spire Wealth Management
DECREASED28,95628,958-20%$1.5M$1.6M+$41.0K2026-10-30
Chris Bulman Inc
DECREASED26,81333,166-6,353-19%$1.7M$1.4M-$296.5K2026-10-20
Weaver Consulting Group
UNCHANGED18,88518,88500%$994.1K$1.0M+$26.7K2026-10-07
Strategic Blueprint, LLC
DECREASED17,28121,568-4,287-20%$1.1M$934.2K-$201.2K2026-10-22
Trek Financial, LLC
UNCHANGED16,79516,79500%$884.1K$907.9K+$23.8K2026-10-29
Integrity Advisory Solutions, LLC
DECREASED15,91616,091-175-1%$847.1K$860.4K+$13.3K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED14,51315,727-1,214-8%$828.0K$785.0K-$43.0K2026-11-02
BCS Wealth Management
DECREASED12,98113,712-731-5%$721.8K$701.7K-$20.1K2026-11-03
Three Seasons Wealth, LLC
DECREASED11,65913,515-1,856-14%$711.5K$630.2K-$81.2K2026-11-03
Ballast Rock Private Wealth LLC
DECREASED11,49211,649-157-1%$613.3K$621.2K+$8.0K2026-10-26
Wealth Enhancement Advisory Services, LLC
NEW9,402—+9,402——$512.6K—2026-10-13
CRA Financial Services, LLC
UNCHANGED9,3639,36300%$492.9K$506.1K+$13.2K2026-10-16
Outlook Wealth Advisors, LLC
DECREASED9,3059,645-340-4%$507.7K$503.0K-$4.7K2026-10-28
Focus Financial Network, Inc.
UNCHANGED8,6338,63300%$454.5K$466.7K+$12.2K2026-10-14
Visionary Wealth Advisors
DECREASED7,8797,929-50-1%$417.4K$425.9K+$8.5K2026-11-04
Keystone Wealth Services, LLC
UNCHANGED7,3657,36500%$387.7K$398.1K+$10.4K2026-11-03
Central Valley Advisors, LLC
UNCHANGED7,3417,34100%$386.4K$396.8K+$10.4K2026-10-27
Sigma Planning Corp
DECREASED7,2477,262-150%$382.3K$391.8K+$9.5K2026-10-23
CoreCap Advisors, LLC
DECREASED6,9656,986-210%$367.8K$376.5K+$8.7K2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED6,7366,73600%$354.6K$364.1K+$9.5K2026-11-03
Nations Financial Group Inc,
DECREASED6,7096,761-52-1%$355.9K$362.7K+$6.8K2026-11-05
Cornerstone Wealth, LLC
UNCHANGED6,6006,60000%$350.2K$355.9K+$5.7K2026-10-28
Simplicity Wealth,LLC
INCREASED6,4866,452+34+1%$339.6K$350.6K+$11.0K2026-10-23
Chicago Partners Investment Group LLC
UNCHANGED6,4176,41700%$336.2K$346.1K+$9.9K2026-10-27
Corrado Advisors, LLC
UNCHANGED6,2216,22100%$327.5K$336.3K+$8.8K2026-10-27
Bluesphere Advisors LLC
UNCHANGED6,2006,20000%$326.4K$335.2K+$8.8K2026-10-19
Dynamic Advisor Solutions LLC
UNCHANGED6,0996,09900%$321.1K$329.7K+$8.6K2026-10-13
IMG Wealth Management, Inc.
UNCHANGED6,0286,02800%$317.3K$325.9K+$8.5K2026-10-27
Accurate Wealth Management, LLC
UNCHANGED6,0006,00000%$318.2K$328.7K+$10.6K2026-10-20
Fortune Financial Group, Inc.
UNCHANGED5,9005,90000%$310.6K$318.9K+$8.3K2026-10-22
MGO One Seven LLC
UNCHANGED5,4825,48200%$288.6K$296.3K+$7.8K2026-10-28
Truist Financial Corp
NEW4,627—+4,627——$250.1K—2026-10-30
TrustBank
UNCHANGED4,6004,60000%$242.2K$248.7K+$6.5K2026-10-20
Global Assets Advisory, LLC
UNCHANGED4,5794,57900%$241.0K$249.5K+$8.5K2026-10-28
Diligent Investors, LLC
UNCHANGED4,1504,15000%$218.5K$224.3K+$5.9K2026-10-21
Archer Investment Corp
UNCHANGED4,0004,00000%$210.6K$216.2K+$5.7K2026-11-05
IFP Advisors, Inc
DECREASED3,0353,075-40-1%$161.9K$164.1K+$2.2K2026-10-16
Creative Financial Designs Inc
UNCHANGED2,9502,95000%$155.3K$159.5K+$4.2K2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED2,8122,81200%$148.0K$152.0K+$4.0K2026-10-28
AlphaCore Capital LLC
UNCHANGED2,0002,00000%$105.3K$108.1K+$2.8K2026-11-04
Global Trust Asset Management, LLC
UNCHANGED1,5001,50000%$79.0K$81.1K+$2.1K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED824862-38-4%$45.4K$44.5K-$8352026-10-20
Larson Financial Group LLC
UNCHANGED19619600%$10.3K$10.6K+$2772026-11-05
AlphaStar Capital Management, LLC
CLOSED06,948-6,948-100%$365.8K$0-$365.8K2026-10-16
AdvisorNet Financial, Inc
CLOSED03,537-3,537-100%$186.2K$0-$186.2K2026-10-15
Bullseye Investment Management, LLC
CLOSED0280-280-100%$14.7K$0-$14.7K2026-10-29
Penserra Capital Management LLC
N/A—500,843-500,843-100%$26.4M———
Osaic Holdings, Inc.
N/A—199,947-199,947-100%$10.5M———
Talon Private Wealth, LLC
N/A—192,350-192,350-100%$10.1M———
Cerity Partners LLC
N/A—141,053-141,053-100%$7.4M———
Envestnet Asset Management Inc
N/A—112,867-112,867-100%$5.9M———
HighTower Advisors, LLC
N/A—76,458-76,458-100%$4.0M———
Bellwether Advisors, LLC
N/A—66,453-66,453-100%$3.5M———
Raymond James Financial Inc
N/A—65,991-65,991-100%$3.5M———
Cetera Investment Advisers
N/A—65,502-65,502-100%$3.4M———
MML Investors Services, LLC
N/A—59,290-59,290-100%$3.1M———
LPL Financial LLC
N/A—47,560-47,560-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—44,177-44,177-100%$2.3M———
FSA Advisors, Inc.
N/A—33,474-33,474-100%$1.8M———
Arkadios Wealth Advisors
N/A—23,798-23,798-100%$1.3M———
Susquehanna International Group, LLP
N/A—22,225-22,225-100%$1.2M———
Old Mission Capital LLC
N/A—21,403-21,403-100%$1.1M———
Blair William & Co
N/A—18,642-18,642-100%$981.4K———
AE Wealth Management LLC
N/A—17,091-17,091-100%$899.7K———
Principal Securities, Inc.
N/A—14,953-14,953-100%$787.2K———
Janney Montgomery Scott LLC
N/A—14,471-14,471-100%$762.0K———
United Capital Financial Advisors, LLC
N/A—14,358-14,358-100%$755.5K———
Arax Advisory Partners
N/A—13,019-13,019-100%$685.3K———
First Commonwealth Financial Corp
N/A—12,651-12,651-100%$666.0K———
GTS Financial, LLC
N/A—11,588-11,588-100%$517.4K———
Snowden Capital Advisors LLC
N/A—10,994-10,994-100%$578.7K———
CreativeOne Wealth, LLC
N/A—10,883-10,883-100%$572.9K———
Cofg Advisors, LLC
N/A—10,733-10,733-100%$565.0K———
OneDigital Investment Advisors LLC
N/A—9,359-9,359-100%$492.7K———
Advisory Services Network, LLC
N/A—7,535-7,535-100%$396.7K———
Captrust Financial Advisors
N/A—7,009-7,009-100%$369.0K———
Main Street Financial Solutions, LLC
N/A—6,680-6,680-100%$351.6K———
Orion Capital Management LLC
N/A—5,500-5,500-100%$289.5K———
Harbour Investments, Inc.
N/A—5,241-5,241-100%$275.9K———
AQR Capital Management LLC
N/A—4,497-4,497-100%$236.7K———
Waterloo Capital, L.P.
N/A—4,399-4,399-100%$231.6K———
Steward Partners Investment Advisory, LLC
N/A—2,810-2,810-100%$147.9K———
WealthShield Partners, LLC
N/A—1,600-1,600-100%$84.2K———
JPMorgan Chase & Co
N/A—1,234-1,234-100%$64.6K———
Integrity Financial Corp
N/A—1,134-1,134-100%$59.7K———
Fifth Third Bancorp
N/A—690-690-100%$36.3K———
Wells Fargo & Company
N/A—542-542-100%$28.5K———
Crews Bank & Trust
N/A—200-200-100%$10.5K———
Keating Financial Advisory Services, Inc.
N/A—61-61-100%$3.2K———
Fiduciary Financial Advisors
N/A—46-46-100%$2.4K———
Barclays PLC
N/A—1-1-100%$53———
Showing 106 of 106 institutions