Innovator U.S. Equity Ultra (UAUG)

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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Brookstone Capital Management

INCREASED

Shares1,291,566 from 116,061

Change+1,175,505 (+1013%)

Value$55.5M (+$50.6M)

Filed 2026-10-22

Broussard Financial Group LLC

DECREASED

Shares392,826 from 401,796

Change-8,970 (-2%)

Value$16.9M (-$30.6K)

Filed 2026-10-26

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

INCREASED

Shares165,744 from 153,873

Change+11,871 (+8%)

Value$7.1M (+$645.9K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares155,860 from 149,147

Change+6,713 (+5%)

Value$6.7M (+$420.1K)

Filed 2026-11-02

KFG Wealth Management, LLC

INCREASED

Shares138,576 from 98,177

Change+40,399 (+41%)

Value$6.0M (+$1.8M)

Filed 2026-10-16

MBL Wealth, LLC

INCREASED

Shares131,841 from 127,626

Change+4,215 (+3%)

Value$5.7M (+$293.8K)

Filed 2026-10-22

IFP Advisors, Inc

NEW

Shares92,270

Change+92,270

Value$4.0M

Filed 2026-10-16

Archer Investment Corp

INCREASED

Shares66,776 from 65,908

Change+868 (+1%)

Value$2.9M (+$95.5K)

Filed 2026-11-05

Fiduciary Financial Group, LLC

UNCHANGED

Shares58,579 from 58,579

Change0 (0%)

Value$2.5M (+$51.7K)

Filed 2026-10-13

Central Valley Advisors, LLC

INCREASED

Shares58,567 from 49,933

Change+8,634 (+17%)

Value$2.5M (+$415.1K)

Filed 2026-10-27

Concurrent Investment Advisors, LLC

INCREASED

Shares47,957 from 6,772

Change+41,185 (+608%)

Value$2.1M (+$1.8M)

Filed 2026-10-16

Spire Wealth Management

INCREASED

Shares38,727 from 35,059

Change+3,668 (+10%)

Value$1.7M (+$188.8K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares31,889 from 32,945

Change-1,056 (-3%)

Value$1.4M (-$16.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares26,538 from 52,534

Change-25,996 (-49%)

Value$1.1M (-$1.1M)

Filed 2026-11-02

Trek Financial, LLC

INCREASED

Shares24,854 from 8,044

Change+16,810 (+209%)

Value$1.1M (+$729.4K)

Filed 2026-10-29

Strategic Blueprint, LLC

INCREASED

Shares24,373 from 24,163

Change+210 (+1%)

Value$1.0M (+$30.3K)

Filed 2026-10-22

Milestone Asset Management, LLC

DECREASED

Shares22,086 from 22,948

Change-862 (-4%)

Value$949.0K (-$16.8K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

NEW

Shares21,110

Change+21,110

Value$913.9K

Filed 2026-10-13

Retirement Planning Group, LLC

DECREASED

Shares20,581 from 20,669

Change-88 (0%)

Value$884.3K (+$14.5K)

Filed 2026-10-19

SteelPeak Wealth, LLC

DECREASED

Shares18,531 from 19,998

Change-1,467 (-7%)

Value$796.2K (-$45.4K)

Filed 2026-10-16

Cornerstone Wealth Group, LLC

INCREASED

Shares18,261 from 10,094

Change+8,167 (+81%)

Value$784.6K (+$359.8K)

Filed 2026-11-02

CRA Financial Services, LLC

DECREASED

Shares17,525 from 18,555

Change-1,030 (-6%)

Value$753.0K (-$27.9K)

Filed 2026-10-16

Grantvest Financial Group LLC

NEW

Shares17,127

Change+17,127

Value$735.9K

Filed 2026-10-21

Prime Capital Investment Advisors, LLC

UNCHANGED

Shares15,947 from 15,947

Change0 (0%)

Value$685.2K (+$14.1K)

Filed 2026-10-20

Truist Financial Corp

DECREASED

Shares14,909 from 18,379

Change-3,470 (-19%)

Value$640.6K (-$132.9K)

Filed 2026-10-30

Keystone Wealth Services, LLC

DECREASED

Shares13,956 from 14,482

Change-526 (-4%)

Value$599.3K (-$10.2K)

Filed 2026-11-03

Lantz Financial LLC

INCREASED

Shares13,755 from 10,533

Change+3,222 (+31%)

Value$591.0K (+$147.7K)

Filed 2026-10-15

IMG Wealth Management, Inc.

INCREASED

Shares13,417 from 6,551

Change+6,866 (+105%)

Value$576.5K (+$300.8K)

Filed 2026-10-27

Onyx Bridge Wealth Group LLC

DECREASED

Shares13,011 from 13,680

Change-669 (-5%)

Value$559.1K (-$16.7K)

Filed 2026-10-16

Nations Financial Group Inc,

NEW

Shares12,254

Change+12,254

Value$526.5K

Filed 2026-11-05

Chicago Partners Investment Group LLC

UNCHANGED

Shares11,272 from 11,272

Change0 (0%)

Value$484.3K (+$8.2K)

Filed 2026-10-27

Farther Finance Advisors, LLC

UNCHANGED

Shares10,865 from 10,865

Change0 (0%)

Value$466.8K (+$9.6K)

Filed 2026-10-08

Accurate Wealth Management, LLC

INCREASED

Shares9,705 from 8,013

Change+1,692 (+21%)

Value$421.5K (+$83.3K)

Filed 2026-10-20

Integrity Advisory Solutions, LLC

DECREASED

Shares9,510 from 9,938

Change-428 (-4%)

Value$408.6K (-$9.6K)

Filed 2026-10-29

Creative Planning

INCREASED

Shares9,388 from 9,153

Change+235 (+3%)

Value$403.4K (+$18.2K)

Filed 2026-11-02

O'Connor Financial Group LLC

NEW

Shares8,723

Change+8,723

Value$374.8K

Filed 2026-10-26

Diligent Investors, LLC

UNCHANGED

Shares8,500 from 8,500

Change0 (0%)

Value$365.2K (+$7.5K)

Filed 2026-10-21

Sterling Financial Planning, Inc.

UNCHANGED

Shares7,809 from 7,809

Change0 (0%)

Value$335.5K (+$6.9K)

Filed 2026-10-28

Evolution Wealth Management Inc.

UNCHANGED

Shares7,192 from 7,192

Change0 (0%)

Value$309.0K (+$6.4K)

Filed 2026-10-28

Bluesphere Advisors LLC

UNCHANGED

Shares7,108 from 7,108

Change0 (0%)

Value$305.4K (+$6.3K)

Filed 2026-10-19

Simplicity Wealth,LLC

DECREASED

Shares6,911 from 10,329

Change-3,418 (-33%)

Value$297.0K (-$137.7K)

Filed 2026-10-23

4J Wealth Management LLC

UNCHANGED

Shares6,850 from 6,850

Change0 (0%)

Value$294.3K (+$6.0K)

Filed 2026-11-02

Tounjian Advisory Partners, LLC

UNCHANGED

Shares6,672 from 6,672

Change0 (0%)

Value$286.7K (+$5.9K)

Filed 2026-11-04

Advus Financial Partners, LLC

UNCHANGED

Shares5,940 from 5,940

Change0 (0%)

Value$255.2K (+$5.2K)

Filed 2026-10-20

Axxcess Wealth Management, LLC

NEW

Shares5,889

Change+5,889

Value$253.0K

Filed 2026-10-21

Interchange Capital Partners, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$214.8K (+$4.4K)

Filed 2026-10-28

MGO One Seven LLC

UNCHANGED

Shares4,945 from 4,945

Change0 (0%)

Value$212.5K (+$4.4K)

Filed 2026-10-28

Chris Bulman Inc

NEW

Shares4,915

Change+4,915

Value$211.2K

Filed 2026-10-20

RFG Advisory, LLC

UNCHANGED

Shares4,835 from 4,835

Change0 (0%)

Value$207.7K (+$4.3K)

Filed 2026-11-03

Founders Financial Securities LLC

DECREASED

Shares4,765 from 4,840

Change-75 (-2%)

Value$204.7K (+$1.1K)

Filed 2026-10-28

Grove Bank & Trust

NEW

Shares2,826

Change+2,826

Value$121.4K

Filed 2026-10-08

Dhjj Financial Advisors, Ltd.

INCREASED

Shares1,979 from 815

Change+1,164 (+143%)

Value$85.0K (+$50.7K)

Filed 2026-10-23

James T. Borello RIA

UNCHANGED

Shares812 from 812

Change0 (0%)

Value$34.9K (+$717)

Filed 2026-10-16

CoreCap Advisors, LLC

INCREASED

Shares253 from 246

Change+7 (+3%)

Value$10.9K (+$518)

Filed 2026-10-08

Triumph Capital Management

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.3K (+$26)

Filed 2026-10-14

Assetmark, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$687 (+$14)

Filed 2026-10-21

Alterna Wealth Management, Inc

CLOSED

Shares0 from 7,021

Change-7,021 (-100%)

Value$0 (-$295.5K)

Filed 2026-10-27

PFG Advisors

CLOSED

Shares0 from 6,030

Change-6,030 (-100%)

Value$0 (-$253.8K)

Filed 2026-10-16

Buska Wealth Management, LLC

CLOSED

Shares0 from 5,424

Change-5,424 (-100%)

Value$0 (-$228.3K)

Filed 2026-10-08

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$46.3K)

Filed 2026-10-15

Raymond James Financial Inc

N/A

Shares— from 249,840

Change-249,840 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 141,651

Change-141,651 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 73,269

Change-73,269 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 71,361

Change-71,361 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 45,917

Change-45,917 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 43,839

Change-43,839 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 35,672

Change-35,672 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 35,366

Change-35,366 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 33,020

Change-33,020 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 28,368

Change-28,368 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 24,997

Change-24,997 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 19,523

Change-19,523 (-100%)

Value—

WPWealth LLP

N/A

Shares— from 16,150

Change-16,150 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 15,258

Change-15,258 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 14,967

Change-14,967 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 11,911

Change-11,911 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,238

Change-11,238 (-100%)

Value—

Lakeridge Wealth Management LLC

N/A

Shares— from 10,726

Change-10,726 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 10,682

Change-10,682 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 9,286

Change-9,286 (-100%)

Value—

Advance Capital Management, Inc.

N/A

Shares— from 9,184

Change-9,184 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 9,078

Change-9,078 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 8,726

Change-8,726 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 8,520

Change-8,520 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 6,399

Change-6,399 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 6,011

Change-6,011 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 6,009

Change-6,009 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 5,607

Change-5,607 (-100%)

Value—

Octavia Wealth Advisors, LLC

N/A

Shares— from 5,473

Change-5,473 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 5,158

Change-5,158 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,984

Change-2,984 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,473

Change-1,473 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 1,288

Change-1,288 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 942

Change-942 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 752

Change-752 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 455

Change-455 (-100%)

Value—

	Status
Brookstone Capital Management	INCREASED	1,291,566	116,061	+1,175,505	+1013%	$4.9M	$55.5M	+$50.6M	2026-10-22
Broussard Financial Group LLC	DECREASED	392,826	401,796	-8,970	-2%	$16.9M	$16.9M	-$30.6K	2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	165,744	153,873	+11,871	+8%	$6.5M	$7.1M	+$645.9K	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	155,860	149,147	+6,713	+5%	$6.3M	$6.7M	+$420.1K	2026-11-02
KFG Wealth Management, LLC	INCREASED	138,576	98,177	+40,399	+41%	$4.1M	$6.0M	+$1.8M	2026-10-16
MBL Wealth, LLC	INCREASED	131,841	127,626	+4,215	+3%	$5.4M	$5.7M	+$293.8K	2026-10-22
IFP Advisors, Inc	NEW	92,270	—	+92,270	—	—	$4.0M	—	2026-10-16
Archer Investment Corp	INCREASED	66,776	65,908	+868	+1%	$2.8M	$2.9M	+$95.5K	2026-11-05
Fiduciary Financial Group, LLC	UNCHANGED	58,579	58,579	0	0%	$2.5M	$2.5M	+$51.7K	2026-10-13
Central Valley Advisors, LLC	INCREASED	58,567	49,933	+8,634	+17%	$2.1M	$2.5M	+$415.1K	2026-10-27
Concurrent Investment Advisors, LLC	INCREASED	47,957	6,772	+41,185	+608%	$285.0K	$2.1M	+$1.8M	2026-10-16
Spire Wealth Management	INCREASED	38,727	35,059	+3,668	+10%	$1.5M	$1.7M	+$188.8K	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	31,889	32,945	-1,056	-3%	$1.4M	$1.4M	-$16.0K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	26,538	52,534	-25,996	-49%	$2.2M	$1.1M	-$1.1M	2026-11-02
Trek Financial, LLC	INCREASED	24,854	8,044	+16,810	+209%	$338.5K	$1.1M	+$729.4K	2026-10-29
Strategic Blueprint, LLC	INCREASED	24,373	24,163	+210	+1%	$1.0M	$1.0M	+$30.3K	2026-10-22
Milestone Asset Management, LLC	DECREASED	22,086	22,948	-862	-4%	$965.8K	$949.0K	-$16.8K	2026-10-15
Wealth Enhancement Advisory Services, LLC	NEW	21,110	—	+21,110	—	—	$913.9K	—	2026-10-13
Retirement Planning Group, LLC	DECREASED	20,581	20,669	-88	0%	$869.9K	$884.3K	+$14.5K	2026-10-19
SteelPeak Wealth, LLC	DECREASED	18,531	19,998	-1,467	-7%	$841.6K	$796.2K	-$45.4K	2026-10-16
Cornerstone Wealth Group, LLC	INCREASED	18,261	10,094	+8,167	+81%	$424.8K	$784.6K	+$359.8K	2026-11-02
CRA Financial Services, LLC	DECREASED	17,525	18,555	-1,030	-6%	$780.9K	$753.0K	-$27.9K	2026-10-16
Grantvest Financial Group LLC	NEW	17,127	—	+17,127	—	—	$735.9K	—	2026-10-21
Prime Capital Investment Advisors, LLC	UNCHANGED	15,947	15,947	0	0%	$671.1K	$685.2K	+$14.1K	2026-10-20
Truist Financial Corp	DECREASED	14,909	18,379	-3,470	-19%	$773.5K	$640.6K	-$132.9K	2026-10-30
Keystone Wealth Services, LLC	DECREASED	13,956	14,482	-526	-4%	$609.5K	$599.3K	-$10.2K	2026-11-03
Lantz Financial LLC	INCREASED	13,755	10,533	+3,222	+31%	$443.3K	$591.0K	+$147.7K	2026-10-15
IMG Wealth Management, Inc.	INCREASED	13,417	6,551	+6,866	+105%	$275.7K	$576.5K	+$300.8K	2026-10-27
Onyx Bridge Wealth Group LLC	DECREASED	13,011	13,680	-669	-5%	$575.7K	$559.1K	-$16.7K	2026-10-16
Nations Financial Group Inc,	NEW	12,254	—	+12,254	—	—	$526.5K	—	2026-11-05
Chicago Partners Investment Group LLC	UNCHANGED	11,272	11,272	0	0%	$476.1K	$484.3K	+$8.2K	2026-10-27
Farther Finance Advisors, LLC	UNCHANGED	10,865	10,865	0	0%	$457.3K	$466.8K	+$9.6K	2026-10-08
Accurate Wealth Management, LLC	INCREASED	9,705	8,013	+1,692	+21%	$338.2K	$421.5K	+$83.3K	2026-10-20
Integrity Advisory Solutions, LLC	DECREASED	9,510	9,938	-428	-4%	$418.3K	$408.6K	-$9.6K	2026-10-29
Creative Planning	INCREASED	9,388	9,153	+235	+3%	$385.2K	$403.4K	+$18.2K	2026-11-02
O'Connor Financial Group LLC	NEW	8,723	—	+8,723	—	—	$374.8K	—	2026-10-26
Diligent Investors, LLC	UNCHANGED	8,500	8,500	0	0%	$357.7K	$365.2K	+$7.5K	2026-10-21
Sterling Financial Planning, Inc.	UNCHANGED	7,809	7,809	0	0%	$328.6K	$335.5K	+$6.9K	2026-10-28
Evolution Wealth Management Inc.	UNCHANGED	7,192	7,192	0	0%	$302.7K	$309.0K	+$6.4K	2026-10-28
Bluesphere Advisors LLC	UNCHANGED	7,108	7,108	0	0%	$299.1K	$305.4K	+$6.3K	2026-10-19
Simplicity Wealth,LLC	DECREASED	6,911	10,329	-3,418	-33%	$434.7K	$297.0K	-$137.7K	2026-10-23
4J Wealth Management LLC	UNCHANGED	6,850	6,850	0	0%	$288.3K	$294.3K	+$6.0K	2026-11-02
Tounjian Advisory Partners, LLC	UNCHANGED	6,672	6,672	0	0%	$280.8K	$286.7K	+$5.9K	2026-11-04
Advus Financial Partners, LLC	UNCHANGED	5,940	5,940	0	0%	$250.0K	$255.2K	+$5.2K	2026-10-20
Axxcess Wealth Management, LLC	NEW	5,889	—	+5,889	—	—	$253.0K	—	2026-10-21
Interchange Capital Partners, LLC	UNCHANGED	5,000	5,000	0	0%	$210.4K	$214.8K	+$4.4K	2026-10-28
MGO One Seven LLC	UNCHANGED	4,945	4,945	0	0%	$208.1K	$212.5K	+$4.4K	2026-10-28
Chris Bulman Inc	NEW	4,915	—	+4,915	—	—	$211.2K	—	2026-10-20
RFG Advisory, LLC	UNCHANGED	4,835	4,835	0	0%	$203.5K	$207.7K	+$4.3K	2026-11-03
Founders Financial Securities LLC	DECREASED	4,765	4,840	-75	-2%	$203.7K	$204.7K	+$1.1K	2026-10-28
Grove Bank & Trust	NEW	2,826	—	+2,826	—	—	$121.4K	—	2026-10-08
Dhjj Financial Advisors, Ltd.	INCREASED	1,979	815	+1,164	+143%	$34.3K	$85.0K	+$50.7K	2026-10-23
James T. Borello RIA	UNCHANGED	812	812	0	0%	$34.2K	$34.9K	+$717	2026-10-16
CoreCap Advisors, LLC	INCREASED	253	246	+7	+3%	$10.4K	$10.9K	+$518	2026-10-08
Triumph Capital Management	UNCHANGED	30	30	0	0%	$1.3K	$1.3K	+$26	2026-10-14
Assetmark, Inc	UNCHANGED	16	16	0	0%	$673	$687	+$14	2026-10-21
Alterna Wealth Management, Inc	CLOSED	0	7,021	-7,021	-100%	$295.5K	$0	-$295.5K	2026-10-27
PFG Advisors	CLOSED	0	6,030	-6,030	-100%	$253.8K	$0	-$253.8K	2026-10-16
Buska Wealth Management, LLC	CLOSED	0	5,424	-5,424	-100%	$228.3K	$0	-$228.3K	2026-10-08
AdvisorNet Financial, Inc	CLOSED	0	1,100	-1,100	-100%	$46.3K	$0	-$46.3K	2026-10-15
Raymond James Financial Inc	N/A	—	249,840	-249,840	-100%	$10.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	141,651	-141,651	-100%	$6.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	73,269	-73,269	-100%	$3.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	71,361	-71,361	-100%	$3.0M	—	—	—
Old Mission Capital LLC	N/A	—	45,917	-45,917	-100%	$1.9M	—	—	—
Berger Financial Group, Inc	N/A	—	43,839	-43,839	-100%	$1.8M	—	—	—
LPL Financial LLC	N/A	—	35,672	-35,672	-100%	$1.5M	—	—	—
Clearstead Advisors, LLC	N/A	—	35,366	-35,366	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	33,020	-33,020	-100%	$1.4M	—	—	—
MML Investors Services, LLC	N/A	—	28,368	-28,368	-100%	$1.2M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	24,997	-24,997	-100%	$1.1M	—	—	—
Impact Partnership Wealth, LLC	N/A	—	19,523	-19,523	-100%	$821.6K	—	—	—
WPWealth LLP	N/A	—	16,150	-16,150	-100%	$679.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	15,258	-15,258	-100%	$642.1K	—	—	—
Jane Street Group, LLC	N/A	—	14,967	-14,967	-100%	$629.9K	—	—	—
Vantage Point Financial LLC	N/A	—	11,911	-11,911	-100%	$501.3K	—	—	—
Citadel Advisors LLC	N/A	—	11,238	-11,238	-100%	$472.9K	—	—	—
Lakeridge Wealth Management LLC	N/A	—	10,726	-10,726	-100%	$451.4K	—	—	—
WealthShield Partners, LLC	N/A	—	10,682	-10,682	-100%	$449.6K	—	—	—
Cresset Asset Management, LLC	N/A	—	9,286	-9,286	-100%	$390.8K	—	—	—
Advance Capital Management, Inc.	N/A	—	9,184	-9,184	-100%	$386.5K	—	—	—
SageView Advisory Group, LLC	N/A	—	9,078	-9,078	-100%	$382.0K	—	—	—
First Commonwealth Financial Corp	N/A	—	8,726	-8,726	-100%	$367.2K	—	—	—
Advisory Services Network, LLC	N/A	—	8,520	-8,520	-100%	$358.6K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	6,399	-6,399	-100%	$269.3K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	6,011	-6,011	-100%	$253.0K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	6,009	-6,009	-100%	$252.9K	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	5,607	-5,607	-100%	$235.0K	—	—	—
Octavia Wealth Advisors, LLC	N/A	—	5,473	-5,473	-100%	$230.3K	—	—	—
Wealth Alliance, LLC	N/A	—	5,158	-5,158	-100%	$217.1K	—	—	—
AE Wealth Management LLC	N/A	—	2,984	-2,984	-100%	$125.6K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,800	-1,800	-100%	$75.8K	—	—	—
UBS Group AG	N/A	—	1,473	-1,473	-100%	$62.0K	—	—	—
Talon Private Wealth, LLC	N/A	—	1,288	-1,288	-100%	$54.2K	—	—	—
Royal Bank of Canada	N/A	—	1,000	-1,000	-100%	$42.0K	—	—	—
Wells Fargo & Company	N/A	—	942	-942	-100%	$39.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	752	-752	-100%	$31.6K	—	—	—
Orion Capital Management LLC	N/A	—	455	-455	-100%	$19.1K	—	—	—

Showing 98 of 98 institutions