Innovator Emerging Markets P (EJAN)

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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Long Island Wealth Management, Inc.

INCREASED

Shares240,572 from 234,341

Change+6,231 (+3%)

Value$8.9M (+$506.7K)

Filed 2026-10-20

MBL Wealth, LLC

DECREASED

Shares129,979 from 132,021

Change-2,042 (-2%)

Value$4.8M (+$79.1K)

Filed 2026-10-22

Creative Planning

INCREASED

Shares114,242 from 113,323

Change+919 (+1%)

Value$4.2M (+$167.2K)

Filed 2026-11-02

First Heartland Consultants, Inc.

INCREASED

Shares75,367 from 69,367

Change+6,000 (+9%)

Value$2.8M (+$304.5K)

Filed 2026-10-08

Corrado Advisors, LLC

DECREASED

Shares72,333 from 73,236

Change-903 (-1%)

Value$2.7M (+$52.4K)

Filed 2026-10-27

BFI Wealth Solutions, LLC

INCREASED

Shares63,494 from 49,286

Change+14,208 (+29%)

Value$2.4M (+$586.0K)

Filed 2026-10-16

Onyx Bridge Wealth Group LLC

DECREASED

Shares58,306 from 58,339

Change-33 (0%)

Value$2.2M (+$67.2K)

Filed 2026-10-16

Trek Financial, LLC

INCREASED

Shares58,162 from 7,172

Change+50,990 (+711%)

Value$2.2M (+$1.9M)

Filed 2026-10-29

Signal Advisors Wealth, LLC

INCREASED

Shares57,551 from 53,465

Change+4,086 (+8%)

Value$2.1M (+$214.6K)

Filed 2026-10-13

Cornerstone Wealth, LLC

DECREASED

Shares56,663 from 56,921

Change-258 (0%)

Value$2.1M (+$35.3K)

Filed 2026-10-28

Triad Wealth Partners, LLC

INCREASED

Shares42,161 from 37,644

Change+4,517 (+12%)

Value$1.6M (+$213.7K)

Filed 2026-10-26

Cape Investment Advisory, Inc.

DECREASED

Shares39,462 from 39,762

Change-300 (-1%)

Value$1.5M (+$35.5K)

Filed 2026-10-13

BIP Wealth, LLC

INCREASED

Shares36,080 from 19,096

Change+16,984 (+89%)

Value$1.3M (+$653.7K)

Filed 2026-10-22

Diligent Investors, LLC

DECREASED

Shares33,076 from 33,399

Change-323 (-1%)

Value$1.2M (+$27.2K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares32,911 from 28,390

Change+4,521 (+16%)

Value$533.8K (+$92.4K)

Filed 2026-10-13

Liberty Atlantic Advisors LLC

DECREASED

Shares29,907 from 33,128

Change-3,221 (-10%)

Value$1.1M (-$80.8K)

Filed 2026-10-14

AdvisorNet Financial, Inc

UNCHANGED

Shares29,714 from 29,714

Change0 (0%)

Value$1.1M (+$29.3K)

Filed 2026-10-15

My Personal CFO, LLC

UNCHANGED

Shares26,990 from 26,990

Change0 (0%)

Value$1.0M (+$31.7K)

Filed 2026-10-14

Gill Capital Partners, LLC

UNCHANGED

Shares25,512 from 25,512

Change0 (0%)

Value$948.3K (+$29.9K)

Filed 2026-10-13

IFP Advisors, Inc

UNCHANGED

Shares25,213 from 25,213

Change0 (0%)

Value$937.2K (+$29.6K)

Filed 2026-10-16

Arlington Capital Management Inc

INCREASED

Shares24,857 from 24,285

Change+572 (+2%)

Value$924.0K (+$49.8K)

Filed 2026-10-30

Kestra Advisory Services, LLC

INCREASED

Shares21,967 from 20,118

Change+1,849 (+9%)

Value$816.5K (+$92.3K)

Filed 2026-11-02

Legacy Capital Wealth Partners, LLC

DECREASED

Shares20,143 from 20,884

Change-741 (-4%)

Value$748.7K (-$3.0K)

Filed 2026-10-21

Advisor OS, LLC

DECREASED

Shares19,204 from 19,712

Change-508 (-3%)

Value$713.8K (+$4.3K)

Filed 2026-11-03

Signaturefd, LLC

UNCHANGED

Shares18,648 from 18,648

Change0 (0%)

Value$693.2K (+$21.9K)

Filed 2026-10-23

NorthCrest Asset Manangement, LLC

INCREASED

Shares18,565 from 16,128

Change+2,437 (+15%)

Value$690.8K (+$113.3K)

Filed 2026-10-13

Founders Financial Securities LLC

INCREASED

Shares18,235 from 15,623

Change+2,612 (+17%)

Value$677.8K (+$115.4K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares17,064 from 17,143

Change-79 (0%)

Value$634.0K (+$17.0K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares16,507 from 50,485

Change-33,978 (-67%)

Value$613.6K (-$1.2M)

Filed 2026-11-02

Cypress Wealth Services, LLC

UNCHANGED

Shares14,161 from 14,161

Change0 (0%)

Value$530.1K (+$20.4K)

Filed 2026-10-21

Jacobi Capital Management LLC

UNCHANGED

Shares12,603 from 12,603

Change0 (0%)

Value$468.5K (+$14.8K)

Filed 2026-11-05

Occidental Asset Management, LLC

UNCHANGED

Shares12,066 from 12,066

Change0 (0%)

Value$448.5K (+$14.2K)

Filed 2026-11-05

Advus Financial Partners, LLC

DECREASED

Shares11,929 from 12,104

Change-175 (-1%)

Value$443.4K (+$7.7K)

Filed 2026-10-20

Clear Point Advisors Inc.

NEW

Shares10,591

Change+10,591

Value$393.7K

Filed 2026-10-30

HFG Wealth Management, LLC

UNCHANGED

Shares9,173 from 9,173

Change0 (0%)

Value$330.2K ($0)

Filed 2026-10-16

WealthPlan Investment Management, LLC

DECREASED

Shares8,475 from 8,934

Change-459 (-5%)

Value$315.0K (-$6.6K)

Filed 2026-10-15

Weaver Consulting Group

UNCHANGED

Shares7,071 from 7,071

Change0 (0%)

Value$262.8K (+$8.3K)

Filed 2026-10-07

NewCorp Financial Services, Inc.

DECREASED

Shares6,970 from 7,127

Change-157 (-2%)

Value$259.1K (+$2.5K)

Filed 2026-10-14

Straight Path Wealth Management

INCREASED

Shares6,649 from 6,018

Change+631 (+10%)

Value$247.2K (+$30.5K)

Filed 2026-10-23

Simplicity Wealth,LLC

DECREASED

Shares6,404 from 11,265

Change-4,861 (-43%)

Value$238.0K (-$167.5K)

Filed 2026-10-23

Kathmere Capital Management, LLC

UNCHANGED

Shares6,203 from 6,203

Change0 (0%)

Value$230.6K (+$7.3K)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares6,057 from 10,430

Change-4,373 (-42%)

Value$225.1K (-$150.3K)

Filed 2026-10-08

Blue Bell Private Wealth Management, LLC

DECREASED

Shares5,913 from 5,928

Change-15 (0%)

Value$219.8K (+$6.4K)

Filed 2026-10-29

Miller Financial Services LLC

NEW

Shares5,387

Change+5,387

Value$200.2K

Filed 2026-10-20

Dhjj Financial Advisors, Ltd.

DECREASED

Shares4,217 from 4,587

Change-370 (-8%)

Value$156.8K (-$8.4K)

Filed 2026-10-23

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1,966 from 1,966

Change0 (0%)

Value$73.1K (+$2.3K)

Filed 2026-10-30

CoreCap Advisors, LLC

UNCHANGED

Shares1,186 from 1,186

Change0 (0%)

Value$44.1K (+$1.4K)

Filed 2026-10-08

Lanark Financial, Inc.

UNCHANGED

Shares1,075 from 1,075

Change0 (0%)

Value$40.0K (+$1.3K)

Filed 2026-10-26

Financial Network Wealth Advisors LLC

UNCHANGED

Shares1,008 from 1,008

Change0 (0%)

Value$37.5K (+$1.2K)

Filed 2026-10-28

Ashton Thomas Private Wealth, LLC

INCREASED

Shares932 from 206

Change+726 (+352%)

Value$34.6K (+$27.2K)

Filed 2026-11-03

William Mack & Associates, Inc.

NEW

Shares506

Change+506

Value$18.8K

Filed 2026-10-27

Beacon Financial Strategies Corp

UNCHANGED

Shares484 from 484

Change0 (0%)

Value$18.0K (+$568)

Filed 2026-10-14

Buck Wealth Strategies, LLC

UNCHANGED

Shares272 from 272

Change0 (0%)

Value$10.1K (+$320)

Filed 2026-10-28

PFG Advisors

CLOSED

Shares0 from 14,991

Change-14,991 (-100%)

Value$0 (-$539.6K)

Filed 2026-10-16

Todd Wealth Management, LLC

CLOSED

Shares0 from 5,677

Change-5,677 (-100%)

Value$0 (-$204.4K)

Filed 2026-10-19

Allworth Financial LP

N/A

Shares— from 237,210

Change-237,210 (-100%)

Value—

Access Financial Services, Inc.

N/A

Shares— from 197,501

Change-197,501 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 136,423

Change-136,423 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 113,323

Change-113,323 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 71,331

Change-71,331 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 69,636

Change-69,636 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 61,542

Change-61,542 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 56,641

Change-56,641 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 50,798

Change-50,798 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 50,109

Change-50,109 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 33,920

Change-33,920 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,653

Change-33,653 (-100%)

Value—

JDM Financial Group LLC

N/A

Shares— from 31,535

Change-31,535 (-100%)

Value—

WPWealth LLP

N/A

Shares— from 25,965

Change-25,965 (-100%)

Value—

Compass Advisory Group LLC

N/A

Shares— from 25,946

Change-25,946 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 25,674

Change-25,674 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 21,960

Change-21,960 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 18,205

Change-18,205 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 15,921

Change-15,921 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,760

Change-15,760 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 11,918

Change-11,918 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 10,831

Change-10,831 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 10,733

Change-10,733 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 10,548

Change-10,548 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,413

Change-9,413 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 9,396

Change-9,396 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,235

Change-9,235 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 7,859

Change-7,859 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 7,749

Change-7,749 (-100%)

Value—

Alaska Wealth Advisors, LLC

N/A

Shares— from 7,605

Change-7,605 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 7,160

Change-7,160 (-100%)

Value—

Bedel Financial Consulting, Inc.

N/A

Shares— from 6,224

Change-6,224 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 5,861

Change-5,861 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,449

Change-3,449 (-100%)

Value—

Atlantic Private Wealth, LLC

N/A

Shares— from 2,397

Change-2,397 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,189

Change-2,189 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 849

Change-849 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 709

Change-709 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 708

Change-708 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 340

Change-340 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 261

Change-261 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 261

Change-261 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 236

Change-236 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 211

Change-211 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

	Status
Long Island Wealth Management, Inc.	INCREASED	240,572	234,341	+6,231	+3%	$8.4M	$8.9M	+$506.7K	2026-10-20
MBL Wealth, LLC	DECREASED	129,979	132,021	-2,042	-2%	$4.8M	$4.8M	+$79.1K	2026-10-22
Creative Planning	INCREASED	114,242	113,323	+919	+1%	$4.1M	$4.2M	+$167.2K	2026-11-02
First Heartland Consultants, Inc.	INCREASED	75,367	69,367	+6,000	+9%	$2.5M	$2.8M	+$304.5K	2026-10-08
Corrado Advisors, LLC	DECREASED	72,333	73,236	-903	-1%	$2.6M	$2.7M	+$52.4K	2026-10-27
BFI Wealth Solutions, LLC	INCREASED	63,494	49,286	+14,208	+29%	$1.8M	$2.4M	+$586.0K	2026-10-16
Onyx Bridge Wealth Group LLC	DECREASED	58,306	58,339	-33	0%	$2.1M	$2.2M	+$67.2K	2026-10-16
Trek Financial, LLC	INCREASED	58,162	7,172	+50,990	+711%	$258.2K	$2.2M	+$1.9M	2026-10-29
Signal Advisors Wealth, LLC	INCREASED	57,551	53,465	+4,086	+8%	$1.9M	$2.1M	+$214.6K	2026-10-13
Cornerstone Wealth, LLC	DECREASED	56,663	56,921	-258	0%	$2.0M	$2.1M	+$35.3K	2026-10-28
Triad Wealth Partners, LLC	INCREASED	42,161	37,644	+4,517	+12%	$1.4M	$1.6M	+$213.7K	2026-10-26
Cape Investment Advisory, Inc.	DECREASED	39,462	39,762	-300	-1%	$1.4M	$1.5M	+$35.5K	2026-10-13
BIP Wealth, LLC	INCREASED	36,080	19,096	+16,984	+89%	$687.4K	$1.3M	+$653.7K	2026-10-22
Diligent Investors, LLC	DECREASED	33,076	33,399	-323	-1%	$1.2M	$1.2M	+$27.2K	2026-10-21
Wealth Enhancement Advisory Services, LLC	INCREASED	32,911	28,390	+4,521	+16%	$441.4K	$533.8K	+$92.4K	2026-10-13
Liberty Atlantic Advisors LLC	DECREASED	29,907	33,128	-3,221	-10%	$1.2M	$1.1M	-$80.8K	2026-10-14
AdvisorNet Financial, Inc	UNCHANGED	29,714	29,714	0	0%	$1.1M	$1.1M	+$29.3K	2026-10-15
My Personal CFO, LLC	UNCHANGED	26,990	26,990	0	0%	$971.6K	$1.0M	+$31.7K	2026-10-14
Gill Capital Partners, LLC	UNCHANGED	25,512	25,512	0	0%	$918.4K	$948.3K	+$29.9K	2026-10-13
IFP Advisors, Inc	UNCHANGED	25,213	25,213	0	0%	$907.6K	$937.2K	+$29.6K	2026-10-16
Arlington Capital Management Inc	INCREASED	24,857	24,285	+572	+2%	$874.2K	$924.0K	+$49.8K	2026-10-30
Kestra Advisory Services, LLC	INCREASED	21,967	20,118	+1,849	+9%	$724.2K	$816.5K	+$92.3K	2026-11-02
Legacy Capital Wealth Partners, LLC	DECREASED	20,143	20,884	-741	-4%	$751.8K	$748.7K	-$3.0K	2026-10-21
Advisor OS, LLC	DECREASED	19,204	19,712	-508	-3%	$709.6K	$713.8K	+$4.3K	2026-11-03
Signaturefd, LLC	UNCHANGED	18,648	18,648	0	0%	$671.3K	$693.2K	+$21.9K	2026-10-23
NorthCrest Asset Manangement, LLC	INCREASED	18,565	16,128	+2,437	+15%	$577.5K	$690.8K	+$113.3K	2026-10-13
Founders Financial Securities LLC	INCREASED	18,235	15,623	+2,612	+17%	$562.4K	$677.8K	+$115.4K	2026-10-28
Cambridge Investment Research Advisors, Inc.	DECREASED	17,064	17,143	-79	0%	$617.0K	$634.0K	+$17.0K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	16,507	50,485	-33,978	-67%	$1.8M	$613.6K	-$1.2M	2026-11-02
Cypress Wealth Services, LLC	UNCHANGED	14,161	14,161	0	0%	$509.8K	$530.1K	+$20.4K	2026-10-21
Jacobi Capital Management LLC	UNCHANGED	12,603	12,603	0	0%	$453.7K	$468.5K	+$14.8K	2026-11-05
Occidental Asset Management, LLC	UNCHANGED	12,066	12,066	0	0%	$434.3K	$448.5K	+$14.2K	2026-11-05
Advus Financial Partners, LLC	DECREASED	11,929	12,104	-175	-1%	$435.7K	$443.4K	+$7.7K	2026-10-20
Clear Point Advisors Inc.	NEW	10,591	—	+10,591	—	—	$393.7K	—	2026-10-30
HFG Wealth Management, LLC	UNCHANGED	9,173	9,173	0	0%	$330.2K	$330.2K	$0	2026-10-16
WealthPlan Investment Management, LLC	DECREASED	8,475	8,934	-459	-5%	$321.6K	$315.0K	-$6.6K	2026-10-15
Weaver Consulting Group	UNCHANGED	7,071	7,071	0	0%	$254.5K	$262.8K	+$8.3K	2026-10-07
NewCorp Financial Services, Inc.	DECREASED	6,970	7,127	-157	-2%	$256.6K	$259.1K	+$2.5K	2026-10-14
Straight Path Wealth Management	INCREASED	6,649	6,018	+631	+10%	$216.6K	$247.2K	+$30.5K	2026-10-23
Simplicity Wealth,LLC	DECREASED	6,404	11,265	-4,861	-43%	$405.5K	$238.0K	-$167.5K	2026-10-23
Kathmere Capital Management, LLC	UNCHANGED	6,203	6,203	0	0%	$223.3K	$230.6K	+$7.3K	2026-10-20
Farther Finance Advisors, LLC	DECREASED	6,057	10,430	-4,373	-42%	$375.5K	$225.1K	-$150.3K	2026-10-08
Blue Bell Private Wealth Management, LLC	DECREASED	5,913	5,928	-15	0%	$213.4K	$219.8K	+$6.4K	2026-10-29
Miller Financial Services LLC	NEW	5,387	—	+5,387	—	—	$200.2K	—	2026-10-20
Dhjj Financial Advisors, Ltd.	DECREASED	4,217	4,587	-370	-8%	$165.1K	$156.8K	-$8.4K	2026-10-23
Capital Investment Advisory Services, LLC	UNCHANGED	1,966	1,966	0	0%	$70.8K	$73.1K	+$2.3K	2026-10-30
CoreCap Advisors, LLC	UNCHANGED	1,186	1,186	0	0%	$42.7K	$44.1K	+$1.4K	2026-10-08
Lanark Financial, Inc.	UNCHANGED	1,075	1,075	0	0%	$38.7K	$40.0K	+$1.3K	2026-10-26
Financial Network Wealth Advisors LLC	UNCHANGED	1,008	1,008	0	0%	$36.3K	$37.5K	+$1.2K	2026-10-28
Ashton Thomas Private Wealth, LLC	INCREASED	932	206	+726	+352%	$7.4K	$34.6K	+$27.2K	2026-11-03
William Mack & Associates, Inc.	NEW	506	—	+506	—	—	$18.8K	—	2026-10-27
Beacon Financial Strategies Corp	UNCHANGED	484	484	0	0%	$17.4K	$18.0K	+$568	2026-10-14
Buck Wealth Strategies, LLC	UNCHANGED	272	272	0	0%	$9.8K	$10.1K	+$320	2026-10-28
PFG Advisors	CLOSED	0	14,991	-14,991	-100%	$539.6K	$0	-$539.6K	2026-10-16
Todd Wealth Management, LLC	CLOSED	0	5,677	-5,677	-100%	$204.4K	$0	-$204.4K	2026-10-19
Allworth Financial LP	N/A	—	237,210	-237,210	-100%	$8.5M	—	—	—
Access Financial Services, Inc.	N/A	—	197,501	-197,501	-100%	$7.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	136,423	-136,423	-100%	$4.9M	—	—	—
SageView Advisory Group, LLC	N/A	—	113,323	-113,323	-100%	$4.1M	—	—	—
Cetera Investment Advisers	N/A	—	71,331	-71,331	-100%	$2.6M	—	—	—
Jane Street Group, LLC	N/A	—	69,636	-69,636	-100%	$2.5M	—	—	—
Harbour Investments, Inc.	N/A	—	61,542	-61,542	-100%	$2.2M	—	—	—
Principal Securities, Inc.	N/A	—	56,641	-56,641	-100%	$2.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	50,798	-50,798	-100%	$1.8M	—	—	—
Talon Private Wealth, LLC	N/A	—	50,109	-50,109	-100%	$1.8M	—	—	—
Old Mission Capital LLC	N/A	—	33,920	-33,920	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,653	-33,653	-100%	$1.2M	—	—	—
JDM Financial Group LLC	N/A	—	31,535	-31,535	-100%	$1.1M	—	—	—
WPWealth LLP	N/A	—	25,965	-25,965	-100%	$934.7K	—	—	—
Compass Advisory Group LLC	N/A	—	25,946	-25,946	-100%	$934.0K	—	—	—
LPL Financial LLC	N/A	—	25,674	-25,674	-100%	$924.2K	—	—	—
Captrust Financial Advisors	N/A	—	21,960	-21,960	-100%	$790.5K	—	—	—
Syon Capital LLC	N/A	—	18,205	-18,205	-100%	$655.3K	—	—	—
Raymond James Financial Inc	N/A	—	15,921	-15,921	-100%	$573.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,760	-15,760	-100%	$567.0K	—	—	—
World Investment Advisors	N/A	—	11,918	-11,918	-100%	$428.3K	—	—	—
Berger Financial Group, Inc	N/A	—	10,831	-10,831	-100%	$389.9K	—	—	—
HighTower Advisors, LLC	N/A	—	10,733	-10,733	-100%	$386.4K	—	—	—
Tradition Wealth Management, LLC	N/A	—	10,548	-10,548	-100%	$379.7K	—	—	—
Citadel Advisors LLC	N/A	—	9,413	-9,413	-100%	$338.8K	—	—	—
Wealth Alliance, LLC	N/A	—	9,396	-9,396	-100%	$338.2K	—	—	—
MML Investors Services, LLC	N/A	—	9,235	-9,235	-100%	$332.4K	—	—	—
WorthPointe, LLC	N/A	—	7,859	-7,859	-100%	$282.9K	—	—	—
Vantage Point Financial LLC	N/A	—	7,749	-7,749	-100%	$278.9K	—	—	—
Alaska Wealth Advisors, LLC	N/A	—	7,605	-7,605	-100%	$273.8K	—	—	—
Benjamin Edwards Inc	N/A	—	7,160	-7,160	-100%	$257.7K	—	—	—
Bedel Financial Consulting, Inc.	N/A	—	6,224	-6,224	-100%	$224.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	5,861	-5,861	-100%	$211.0K	—	—	—
AE Wealth Management LLC	N/A	—	3,449	-3,449	-100%	$124.2K	—	—	—
Atlantic Private Wealth, LLC	N/A	—	2,397	-2,397	-100%	$86.3K	—	—	—
Capital Analysts, LLC	N/A	—	2,189	-2,189	-100%	$79.0K	—	—	—
Morgan Stanley	N/A	—	849	-849	-100%	$30.6K	—	—	—
Regatta Research & Money Management	N/A	—	709	-709	-100%	$25.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	708	-708	-100%	$25.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	340	-340	-100%	$12.2K	—	—	—
BFC Planning, Inc.	N/A	—	261	-261	-100%	$9.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	261	-261	-100%	$9.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	236	-236	-100%	$8.5K	—	—	—
RED Reef Advisors LLC	N/A	—	211	-211	-100%	$7.6K	—	—	—
IFG Advisory, LLC	N/A	—	150	-150	-100%	$5.4K	—	—	—

Showing 100 of 100 institutions