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Innovator U.S. Equity Buffer (BAUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares997,013 from 19,025
Change+977,988 (+5141%)
Value$55.1M (+$54.1M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares155,833 from 188,041
Change-32,208 (-17%)
Value$8.6M (-$1.5M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares126,596 from 112,407
Change+14,189 (+13%)
Value$7.0M (+$971.9K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares63,939 from 49,450
Change+14,489 (+29%)
Value$3.5M (+$883.5K)
Filed 2026-11-06
Diligent Investors, LLC
INCREASED
Shares53,256 from 52,266
Change+990 (+2%)
Value$2.9M (+$141.9K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
INCREASED
Shares47,358 from 31,593
Change+15,765 (+50%)
Value$2.6M (+$924.2K)
Filed 2026-10-29
TopTier Wealth Management, LLC
DECREASED
Shares41,195 from 41,699
Change-504 (-1%)
Value$2.3M (+$41.7K)
Filed 2026-10-16
Integral Investment Advisors, Inc.
INCREASED
Shares32,369 from 31,357
Change+1,012 (+3%)
Value$1.8M (+$108.3K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares28,009 from 28,009
Change0 (0%)
Value$1.5M (+$46.7K)
Filed 2026-10-26
Beacon Financial Advisory LLC
UNCHANGED
Shares27,071 from 27,071
Change0 (0%)
Value$1.5M (+$45.2K)
Filed 2026-10-16
Lantz Financial LLC
INCREASED
Shares26,967 from 25,589
Change+1,378 (+5%)
Value$1.5M (+$118.9K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,498 from 26,420
Change-922 (-3%)
Value$1.4M (-$6.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,628 from 6,166
Change+16,462 (+267%)
Value$1.3M (+$929.7K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
NEW
Shares21,614
Change+21,614
Value$1.2M
Filed 2026-10-22
Chris Bulman Inc
INCREASED
Shares20,803 from 10,459
Change+10,344 (+99%)
Value$1.2M (+$589.3K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares20,515 from 21,031
Change-516 (-2%)
Value$1.1M (+$6.6K)
Filed 2026-10-08
Weaver Consulting Group
INCREASED
Shares19,774 from 18,107
Change+1,667 (+9%)
Value$1.1M (+$122.4K)
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
INCREASED
Shares19,557 from 18,958
Change+599 (+3%)
Value$1.1M (+$64.7K)
Filed 2026-10-23
Trek Financial, LLC
INCREASED
Shares17,208 from 16,878
Change+330 (+2%)
Value$951.3K (+$46.4K)
Filed 2026-10-29
BCS Wealth Management
DECREASED
Shares16,278 from 16,403
Change-125 (-1%)
Value$899.9K (+$20.5K)
Filed 2026-11-03
CRA Financial Services, LLC
DECREASED
Shares16,079 from 16,209
Change-130 (-1%)
Value$888.9K (+$19.9K)
Filed 2026-10-16
Nations Financial Group Inc,
NEW
Shares14,980
Change+14,980
Value$828.1K
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares14,314 from 13,878
Change+436 (+3%)
Value$791.3K (+$47.3K)
Filed 2026-10-22
Corrado Advisors, LLC
INCREASED
Shares14,008 from 7,621
Change+6,387 (+84%)
Value$774.4K (+$365.8K)
Filed 2026-10-27
Fragasso Financial Advisors Inc
UNCHANGED
Shares13,104 from 13,104
Change0 (0%)
Value$733.6K (+$31.0K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares12,652 from 12,340
Change+312 (+3%)
Value$699.5K (+$37.8K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares12,073 from 12,073
Change0 (0%)
Value$667.4K (+$20.1K)
Filed 2026-11-04
HB Wealth Management, LLC
NEW
Shares11,612
Change+11,612
Value$641.9K
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares11,089 from 11,341
Change-252 (-2%)
Value$613.0K (+$5.0K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares10,900 from 9,200
Change+1,700 (+18%)
Value$602.6K (+$109.3K)
Filed 2026-10-16
Berkshire Money Management, Inc.
DECREASED
Shares10,800 from 10,801
Change-1 (0%)
Value$597.1K (+$18.0K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
INCREASED
Shares9,872 from 9,372
Change+500 (+5%)
Value$545.8K (+$43.3K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares9,700 from 9,758
Change-58 (-1%)
Value$536.2K (+$13.1K)
Filed 2026-11-04
Keystone Wealth Services, LLC
INCREASED
Shares9,690 from 9,551
Change+139 (+1%)
Value$536.0K (+$23.9K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares9,597 from 9,319
Change+278 (+3%)
Value$530.6K (+$30.9K)
Filed 2026-10-23
MGO One Seven LLC
UNCHANGED
Shares8,947 from 8,947
Change0 (0%)
Value$494.6K (+$14.9K)
Filed 2026-10-28
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares8,849 from 8,849
Change0 (0%)
Value$489.2K (+$14.8K)
Filed 2026-10-15
Central Valley Advisors, LLC
UNCHANGED
Shares8,574 from 8,574
Change0 (0%)
Value$474.0K (+$14.3K)
Filed 2026-10-27
Valtinson Bruner Financial Planning LLC
INCREASED
Shares8,573 from 8,229
Change+344 (+4%)
Value$473.9K (+$32.7K)
Filed 2026-11-02
Buska Wealth Management, LLC
DECREASED
Shares8,049 from 12,440
Change-4,391 (-35%)
Value$445.0K (-$222.0K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
UNCHANGED
Shares7,710 from 7,710
Change0 (0%)
Value$424.9K (+$10.2K)
Filed 2026-10-27
Selby Wealth Management, LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$342.8K (+$10.3K)
Filed 2026-10-16
Share Andrew L.
UNCHANGED
Shares5,976 from 5,976
Change0 (0%)
Value$330.4K (+$10.0K)
Filed 2026-11-06
IMG Wealth Management, Inc.
DECREASED
Shares5,847 from 5,893
Change-46 (-1%)
Value$323.2K (+$7.3K)
Filed 2026-10-27
Merit Financial Group, LLC
NEW
Shares5,425
Change+5,425
Value$299.9K
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares5,327
Change+5,327
Value$294.5K
Filed 2026-10-16
My Personal CFO, LLC
DECREASED
Shares5,049 from 5,140
Change-91 (-2%)
Value$279.1K (+$3.5K)
Filed 2026-10-14
Fisher Asset Management, LLC
NEW
Shares4,772
Change+4,772
Value$263.8K
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares4,756 from 4,351
Change+405 (+9%)
Value$262.9K (+$29.6K)
Filed 2026-10-30
Occidental Asset Management, LLC
NEW
Shares4,622
Change+4,622
Value$255.5K
Filed 2026-11-05
KFG Wealth Management, LLC
NEW
Shares4,322
Change+4,322
Value$238.9K
Filed 2026-10-16
BAM Wealth Management, LLC
INCREASED
Shares4,122 from 4,107
Change+15 (+0%)
Value$227.9K (+$7.7K)
Filed 2026-10-15
Commerce Advisors, LLC
NEW
Shares3,700
Change+3,700
Value$204.5K
Filed 2026-10-19
Schulz Wealth, Ltd.
NEW
Shares3,660
Change+3,660
Value$202.3K
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares2,642 from 2,642
Change0 (0%)
Value$146.1K (+$4.4K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,876 from 1,876
Change0 (0%)
Value$103.7K (+$3.1K)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares1,145 from 1,235
Change-90 (-7%)
Value$63.3K (-$2.9K)
Filed 2026-10-28
Assetmark, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$24.9K (+$750)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$22.1K (+$667)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares318
Change+318
Value$17.6K
Filed 2026-10-27
IAG Wealth Partners, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$7.3K (+$220)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$6.8K (+$205)
Filed 2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.5K (+$167)
Filed 2026-10-09
Country Trust Bank
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$4.4K (+$131)
Filed 2026-10-30
Crosspoint Financial, LLC
CLOSED
Shares0 from 6,548
Change-6,548 (-100%)
Value$0 (-$351.0K)
Filed 2026-11-03
PFG Advisors
CLOSED
Shares0 from 5,036
Change-5,036 (-100%)
Value$0 (-$270.0K)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$34.8K)
Filed 2026-10-29
Barclays PLC
CLOSED
Shares0 from 564
Change-564 (-100%)
Value$0 (-$30.2K)
Filed 2026-11-06
Farther Finance Advisors, LLC
CLOSED
Shares0 from 433
Change-433 (-100%)
Value$0 (-$23.2K)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$19.5K)
Filed 2026-10-15
Penserra Capital Management LLC
N/A
Shares— from 489,400
Change-489,400 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 199,200
Change-199,200 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 131,628
Change-131,628 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 87,662
Change-87,662 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 86,332
Change-86,332 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 57,518
Change-57,518 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 46,808
Change-46,808 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,979
Change-43,979 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 43,510
Change-43,510 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 33,391
Change-33,391 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 32,566
Change-32,566 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 25,213
Change-25,213 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,885
Change-23,885 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 21,628
Change-21,628 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 20,923
Change-20,923 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 20,206
Change-20,206 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,872
Change-17,872 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,282
Change-16,282 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 14,148
Change-14,148 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,021
Change-14,021 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,408
Change-13,408 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,430
Change-12,430 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 11,801
Change-11,801 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 7,450
Change-7,450 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 223
Change-223 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 117
Change-117 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Status
Brookstone Capital Management
INCREASED997,01319,025+977,988+5141%$1.0M$55.1M+$54.1M2026-10-22
Commonwealth Equity Services, LLC
DECREASED155,833188,041-32,208-17%$10.1M$8.6M-$1.5M2026-11-02
Kestra Advisory Services, LLC
INCREASED126,596112,407+14,189+13%$6.0M$7.0M+$971.9K2026-11-02
LPL Financial LLC
INCREASED63,93949,450+14,489+29%$2.7M$3.5M+$883.5K2026-11-06
Diligent Investors, LLC
INCREASED53,25652,266+990+2%$2.8M$2.9M+$141.9K2026-10-21
Blue Bell Private Wealth Management, LLC
INCREASED47,35831,593+15,765+50%$1.7M$2.6M+$924.2K2026-10-29
TopTier Wealth Management, LLC
DECREASED41,19541,699-504-1%$2.2M$2.3M+$41.7K2026-10-16
Integral Investment Advisors, Inc.
INCREASED32,36931,357+1,012+3%$1.7M$1.8M+$108.3K2026-11-03
Chapman Financial Group, LLC
UNCHANGED28,00928,00900%$1.5M$1.5M+$46.7K2026-10-26
Beacon Financial Advisory LLC
UNCHANGED27,07127,07100%$1.5M$1.5M+$45.2K2026-10-16
Lantz Financial LLC
INCREASED26,96725,589+1,378+5%$1.4M$1.5M+$118.9K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED25,49826,420-922-3%$1.4M$1.4M-$6.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED22,6286,166+16,462+267%$332.7K$1.3M+$929.7K2026-10-13
Sagespring Wealth Partners, LLC
NEW21,614—+21,614——$1.2M—2026-10-22
Chris Bulman Inc
INCREASED20,80310,459+10,344+99%$560.8K$1.2M+$589.3K2026-10-20
CoreCap Advisors, LLC
DECREASED20,51521,031-516-2%$1.1M$1.1M+$6.6K2026-10-08
Weaver Consulting Group
INCREASED19,77418,107+1,667+9%$970.8K$1.1M+$122.4K2026-10-07
Dhjj Financial Advisors, Ltd.
INCREASED19,55718,958+599+3%$1.0M$1.1M+$64.7K2026-10-23
Trek Financial, LLC
INCREASED17,20816,878+330+2%$904.9K$951.3K+$46.4K2026-10-29
BCS Wealth Management
DECREASED16,27816,403-125-1%$879.4K$899.9K+$20.5K2026-11-03
CRA Financial Services, LLC
DECREASED16,07916,209-130-1%$869.0K$888.9K+$19.9K2026-10-16
Nations Financial Group Inc,
NEW14,980—+14,980——$828.1K—2026-11-05
Strategic Blueprint, LLC
INCREASED14,31413,878+436+3%$744.1K$791.3K+$47.3K2026-10-22
Corrado Advisors, LLC
INCREASED14,0087,621+6,387+84%$408.6K$774.4K+$365.8K2026-10-27
Fragasso Financial Advisors Inc
UNCHANGED13,10413,10400%$702.6K$733.6K+$31.0K2026-10-13
Sigma Planning Corp
INCREASED12,65212,340+312+3%$661.6K$699.5K+$37.8K2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED12,07312,07300%$647.3K$667.4K+$20.1K2026-11-04
HB Wealth Management, LLC
NEW11,612—+11,612——$641.9K—2026-10-23
Visionary Wealth Advisors
DECREASED11,08911,341-252-2%$608.0K$613.0K+$5.0K2026-11-04
IFP Advisors, Inc
INCREASED10,9009,200+1,700+18%$493.3K$602.6K+$109.3K2026-10-16
Berkshire Money Management, Inc.
DECREASED10,80010,801-10%$579.1K$597.1K+$18.0K2026-10-21
Outlook Wealth Advisors, LLC
INCREASED9,8729,372+500+5%$502.5K$545.8K+$43.3K2026-10-28
Lido Advisors, LLC
DECREASED9,7009,758-58-1%$523.2K$536.2K+$13.1K2026-11-04
Keystone Wealth Services, LLC
INCREASED9,6909,551+139+1%$512.1K$536.0K+$23.9K2026-11-03
Simplicity Wealth,LLC
INCREASED9,5979,319+278+3%$499.6K$530.6K+$30.9K2026-10-23
MGO One Seven LLC
UNCHANGED8,9478,94700%$479.7K$494.6K+$14.9K2026-10-28
Pinnacle Wealth Management Group, Inc.
UNCHANGED8,8498,84900%$474.4K$489.2K+$14.8K2026-10-15
Central Valley Advisors, LLC
UNCHANGED8,5748,57400%$459.7K$474.0K+$14.3K2026-10-27
Valtinson Bruner Financial Planning LLC
INCREASED8,5738,229+344+4%$441.2K$473.9K+$32.7K2026-11-02
Buska Wealth Management, LLC
DECREASED8,04912,440-4,391-35%$667.0K$445.0K-$222.0K2026-10-08
Chicago Partners Investment Group LLC
UNCHANGED7,7107,71000%$414.7K$424.9K+$10.2K2026-10-27
Selby Wealth Management, LLC
UNCHANGED6,2006,20000%$332.4K$342.8K+$10.3K2026-10-16
Share Andrew L.
UNCHANGED5,9765,97600%$320.4K$330.4K+$10.0K2026-11-06
IMG Wealth Management, Inc.
DECREASED5,8475,893-46-1%$316.0K$323.2K+$7.3K2026-10-27
Merit Financial Group, LLC
NEW5,425—+5,425——$299.9K—2026-11-06
Concurrent Investment Advisors, LLC
NEW5,327—+5,327——$294.5K—2026-10-16
My Personal CFO, LLC
DECREASED5,0495,140-91-2%$275.6K$279.1K+$3.5K2026-10-14
Fisher Asset Management, LLC
NEW4,772—+4,772——$263.8K—2026-11-06
Truist Financial Corp
INCREASED4,7564,351+405+9%$233.3K$262.9K+$29.6K2026-10-30
Occidental Asset Management, LLC
NEW4,622—+4,622——$255.5K—2026-11-05
KFG Wealth Management, LLC
NEW4,322—+4,322——$238.9K—2026-10-16
BAM Wealth Management, LLC
INCREASED4,1224,107+15+0%$220.2K$227.9K+$7.7K2026-10-15
Commerce Advisors, LLC
NEW3,700—+3,700——$204.5K—2026-10-19
Schulz Wealth, Ltd.
NEW3,660—+3,660——$202.3K—2026-11-03
Spire Wealth Management
UNCHANGED2,6422,64200%$141.7K$146.1K+$4.4K2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED1,8761,87600%$100.6K$103.7K+$3.1K2026-10-28
Evolution Wealth Management Inc.
DECREASED1,1451,235-90-7%$66.2K$63.3K-$2.9K2026-10-28
Assetmark, Inc
UNCHANGED45045000%$24.1K$24.9K+$7502026-10-21
Creative Financial Designs Inc
UNCHANGED40040000%$21.4K$22.1K+$6672026-11-04
William Mack & Associates, Inc.
NEW318—+318——$17.6K—2026-10-27
IAG Wealth Partners, LLC
UNCHANGED13213200%$7.1K$7.3K+$2202026-11-06
Larson Financial Group LLC
UNCHANGED12312300%$6.6K$6.8K+$2052026-11-05
Gilpin Wealth Management, LLC
UNCHANGED10010000%$5.4K$5.5K+$1672026-10-09
Country Trust Bank
UNCHANGED797900%$4.2K$4.4K+$1312026-10-30
Crosspoint Financial, LLC
CLOSED06,548-6,548-100%$351.0K$0-$351.0K2026-11-03
PFG Advisors
CLOSED05,036-5,036-100%$270.0K$0-$270.0K2026-10-16
Bullseye Investment Management, LLC
CLOSED0650-650-100%$34.8K$0-$34.8K2026-10-29
Barclays PLC
CLOSED0564-564-100%$30.2K$0-$30.2K2026-11-06
Farther Finance Advisors, LLC
CLOSED0433-433-100%$23.2K$0-$23.2K2026-10-08
AdvisorNet Financial, Inc
CLOSED0363-363-100%$19.5K$0-$19.5K2026-10-15
Penserra Capital Management LLC
N/A—489,400-489,400-100%$26.2M———
Osaic Holdings, Inc.
N/A—199,200-199,200-100%$10.7M———
Cerity Partners LLC
N/A—131,628-131,628-100%$7.1M———
HighTower Advisors, LLC
N/A—87,662-87,662-100%$4.7M———
Raymond James Financial Inc
N/A—86,332-86,332-100%$4.6M———
Susquehanna International Group, LLP
N/A—57,518-57,518-100%$3.1M———
Envestnet Asset Management Inc
N/A—46,808-46,808-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—43,979-43,979-100%$2.4M———
Cetera Investment Advisers
N/A—43,510-43,510-100%$2.3M———
Snowden Capital Advisors LLC
N/A—33,391-33,391-100%$1.8M———
Janney Montgomery Scott LLC
N/A—32,566-32,566-100%$1.7M———
FSA Advisors, Inc.
N/A—25,213-25,213-100%$1.4M———
MML Investors Services, LLC
N/A—23,885-23,885-100%$1.3M———
World Investment Advisors
N/A—21,628-21,628-100%$1.1M———
Old Mission Capital LLC
N/A—20,923-20,923-100%$1.1M———
Cofg Advisors, LLC
N/A—20,206-20,206-100%$1.1M———
CreativeOne Wealth, LLC
N/A—17,872-17,872-100%$958.2K———
Steward Partners Investment Advisory, LLC
N/A—16,282-16,282-100%$873.0K———
First Commonwealth Financial Corp
N/A—14,148-14,148-100%$758.5K———
Arax Advisory Partners
N/A—14,021-14,021-100%$751.7K———
Principal Securities, Inc.
N/A—13,408-13,408-100%$718.9K———
Rockefeller Capital Management L.P.
N/A—13,180-13,180-100%$706.6K———
RED Reef Advisors LLC
N/A—13,000-13,000-100%$697.0K———
GWN Securities Inc.
N/A—12,430-12,430-100%$666.4K———
WealthShield Partners, LLC
N/A—11,801-11,801-100%$632.7K———
Foundations Investment Advisors, LLC
N/A—10,569-10,569-100%$566.7K———
Impact Partnership Wealth, LLC
N/A—7,450-7,450-100%$399.4K———
AE Wealth Management LLC
N/A—6,366-6,366-100%$341.3K———
Vista Investment Management
N/A—5,480-5,480-100%$293.8K———
Harbour Investments, Inc.
N/A—5,183-5,183-100%$277.9K———
GTS Financial, LLC
N/A—4,855-4,855-100%$223.4K———
Advisory Services Network, LLC
N/A—4,617-4,617-100%$247.5K———
Mercer Global Advisors Inc
N/A—4,464-4,464-100%$239.3K———
Rothschild Wealth LLC
N/A—4,050-4,050-100%$217.1K———
HRT Financial LP
N/A—3,943-3,943-100%$211.0K———
JPMorgan Chase & Co
N/A—1,538-1,538-100%$82.2K———
IFG Advisory, LLC
N/A—1,000-1,000-100%$53.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—675-675-100%$36.2K———
Integrity Financial Corp
N/A—223-223-100%$12.0K———
Capital Analysts, LLC
N/A—134-134-100%$7———
Fiduciary Financial Advisors
N/A—117-117-100%$6.3K———
Keating Financial Advisory Services, Inc.
N/A—62-62-100%$3.3K———
Showing 112 of 112 institutions