Innovator U.S. Equity Buffer (BJUN)

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

Shares1,104,343 from 985,884

Change+118,459 (+12%)

Value$54.9M (+$6.9M)

Filed 2026-10-22

Strategic Blueprint, LLC

INCREASED

Shares150,284 from 142,881

Change+7,403 (+5%)

Value$7.5M (+$510.7K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares102,092 from 119,832

Change-17,740 (-15%)

Value$5.1M (-$761.5K)

Filed 2026-11-02

Blue Bell Private Wealth Management, LLC

DECREASED

Shares84,313 from 84,616

Change-303 (0%)

Value$4.2M (+$69.6K)

Filed 2026-10-29

LPL Financial LLC

DECREASED

Shares36,159 from 36,968

Change-809 (-2%)

Value$1.8M (-$3.2K)

Filed 2026-11-06

Integral Investment Advisors, Inc.

INCREASED

Shares34,960 from 33,710

Change+1,250 (+4%)

Value$1.7M (+$95.8K)

Filed 2026-11-03

Maltin Wealth Management, Inc.

INCREASED

Shares30,920 from 30,417

Change+503 (+2%)

Value$1.5M (+$55.4K)

Filed 2026-10-13

Outlook Wealth Advisors, LLC

INCREASED

Shares29,674 from 28,247

Change+1,427 (+5%)

Value$1.5M (+$99.1K)

Filed 2026-10-28

Fragasso Financial Advisors Inc

UNCHANGED

Shares26,552 from 26,552

Change0 (0%)

Value$1.3M (+$45.4K)

Filed 2026-10-13

HB Wealth Management, LLC

UNCHANGED

Shares24,600 from 24,600

Change0 (0%)

Value$1.2M (+$24.6K)

Filed 2026-10-23

Corrado Advisors, LLC

DECREASED

Shares24,414 from 24,555

Change-141 (-1%)

Value$1.2M (+$17.6K)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares22,343 from 19,241

Change+3,102 (+16%)

Value$1.1M (+$173.3K)

Filed 2026-11-02

BCS Wealth Management

DECREASED

Shares21,813 from 22,188

Change-375 (-2%)

Value$1.1M (+$3.6K)

Filed 2026-11-03

Dhjj Financial Advisors, Ltd.

INCREASED

Shares21,510 from 21,440

Change+70 (+0%)

Value$1.1M (+$24.9K)

Filed 2026-10-23

My Personal CFO, LLC

UNCHANGED

Shares19,080 from 19,080

Change0 (0%)

Value$947.9K (+$19.1K)

Filed 2026-10-14

Beacon Financial Advisory LLC

DECREASED

Shares19,014 from 19,015

Change-1 (0%)

Value$944.6K (+$19.0K)

Filed 2026-10-16

Nations Financial Group Inc,

DECREASED

Shares18,900 from 19,093

Change-193 (-1%)

Value$939.0K (+$9.5K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares18,004 from 18,254

Change-250 (-1%)

Value$894.0K (+$5.0K)

Filed 2026-11-02

TopTier Wealth Management, LLC

DECREASED

Shares17,599 from 18,430

Change-831 (-5%)

Value$874.3K (-$22.9K)

Filed 2026-10-16

Spire Wealth Management

DECREASED

Shares17,398 from 17,674

Change-276 (-2%)

Value$864.3K (+$4.0K)

Filed 2026-10-30

Concurrent Investment Advisors, LLC

NEW

Shares16,008

Change+16,008

Value$795.3K

Filed 2026-10-16

Advisory Advocates, LLC

DECREASED

Shares15,666 from 16,029

Change-363 (-2%)

Value$778.3K (-$2.0K)

Filed 2026-11-05

Chris Bulman Inc

DECREASED

Shares14,864 from 15,515

Change-651 (-4%)

Value$738.4K (-$16.8K)

Filed 2026-10-20

Sigma Planning Corp

INCREASED

Shares14,636 from 14,565

Change+71 (+0%)

Value$703.5K (-$5.6K)

Filed 2026-10-23

Merit Financial Group, LLC

NEW

Shares13,994

Change+13,994

Value$695.2K

Filed 2026-11-06

Focus Financial Network, Inc.

UNCHANGED

Shares13,526 from 13,526

Change0 (0%)

Value$672.0K (+$13.5K)

Filed 2026-10-14

Wealth Enhancement Advisory Services, LLC

NEW

Shares13,389

Change+13,389

Value$671.6K

Filed 2026-10-13

CoreCap Advisors, LLC

DECREASED

Shares12,748 from 21,396

Change-8,648 (-40%)

Value$633.3K (-$408.2K)

Filed 2026-10-08

Ballast Rock Private Wealth LLC

UNCHANGED

Shares10,965 from 10,965

Change0 (0%)

Value$544.7K (+$11.0K)

Filed 2026-10-26

Trek Financial, LLC

UNCHANGED

Shares10,621 from 10,621

Change0 (0%)

Value$527.7K (+$10.6K)

Filed 2026-10-29

IFS Advisors, LLC

NEW

Shares8,936

Change+8,936

Value$443.9K

Filed 2026-10-14

Lantz Financial LLC

INCREASED

Shares8,630 from 8,441

Change+189 (+2%)

Value$428.7K (+$17.8K)

Filed 2026-10-15

Clear Point Advisors Inc.

NEW

Shares6,940

Change+6,940

Value$344.8K

Filed 2026-10-30

AdvisorNet Financial, Inc

DECREASED

Shares6,606 from 6,611

Change-5 (0%)

Value$329.8K (+$8.0K)

Filed 2026-10-15

Global Assets Advisory, LLC

UNCHANGED

Shares6,558 from 6,558

Change0 (0%)

Value$328.8K (+$9.4K)

Filed 2026-10-28

Ascent Group, LLC

UNCHANGED

Shares6,555 from 6,555

Change0 (0%)

Value$325.7K (+$6.6K)

Filed 2026-10-30

CRA Financial Services, LLC

UNCHANGED

Shares6,025 from 6,025

Change0 (0%)

Value$299.3K (+$6.0K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

UNCHANGED

Shares5,975 from 5,975

Change0 (0%)

Value$296.8K (+$6.0K)

Filed 2026-11-05

Berkshire Money Management, Inc.

NEW

Shares5,799

Change+5,799

Value$288.1K

Filed 2026-10-21

Integrity Alliance, Llc.

NEW

Shares5,269

Change+5,269

Value$261.8K

Filed 2026-10-29

Weaver Consulting Group

UNCHANGED

Shares4,481 from 4,481

Change0 (0%)

Value$222.6K (+$4.5K)

Filed 2026-10-07

MGO One Seven LLC

UNCHANGED

Shares4,350 from 4,350

Change0 (0%)

Value$216.1K (+$4.4K)

Filed 2026-10-28

Retirement Planning Group, LLC

NEW

Shares4,056

Change+4,056

Value$201.5K

Filed 2026-10-19

IFP Advisors, Inc

INCREASED

Shares1,983 from 1,584

Change+399 (+25%)

Value$98.5K (+$21.4K)

Filed 2026-10-16

Barnes Dennig Private Wealth Management LLC

UNCHANGED

Shares1,656 from 1,656

Change0 (0%)

Value$82.3K (+$1.7K)

Filed 2026-10-30

Noble Wealth Management PBC

NEW

Shares500

Change+500

Value$24.8K

Filed 2026-10-01

Farther Finance Advisors, LLC

NEW

Shares385

Change+385

Value$19.1K

Filed 2026-10-08

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares368 from 368

Change0 (0%)

Value$18.3K (+$368)

Filed 2026-11-03

William Mack & Associates, Inc.

NEW

Shares276

Change+276

Value$13.7K

Filed 2026-10-27

Archer Investment Corp

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$12.4K (+$250)

Filed 2026-11-05

Country Trust Bank

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$3.4K (+$69)

Filed 2026-10-30

Lido Advisors, LLC

CLOSED

Shares0 from 1,361,414

Change-1,361,414 (-100%)

Value$0 (-$66.3M)

Filed 2026-11-04

Pinnacle Wealth Management Group, Inc.

CLOSED

Shares0 from 4,150

Change-4,150 (-100%)

Value$0 (-$202.0K)

Filed 2026-10-15

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-30

Penserra Capital Management LLC

N/A

Shares— from 518,506

Change-518,506 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 206,801

Change-206,801 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 149,464

Change-149,464 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 86,599

Change-86,599 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 81,705

Change-81,705 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 79,265

Change-79,265 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 63,084

Change-63,084 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 40,196

Change-40,196 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 39,179

Change-39,179 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 38,514

Change-38,514 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 33,317

Change-33,317 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 30,572

Change-30,572 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 29,454

Change-29,454 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 25,102

Change-25,102 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 23,475

Change-23,475 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 20,929

Change-20,929 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,221

Change-19,221 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 16,714

Change-16,714 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 14,801

Change-14,801 (-100%)

Value—

WPWealth LLP

N/A

Shares— from 14,137

Change-14,137 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 14,103

Change-14,103 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 13,284

Change-13,284 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 11,712

Change-11,712 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 11,564

Change-11,564 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 11,279

Change-11,279 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 11,048

Change-11,048 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 10,781

Change-10,781 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 10,495

Change-10,495 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 8,779

Change-8,779 (-100%)

Value—

Fidelis Capital Partners, LLC

N/A

Shares— from 7,886

Change-7,886 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 7,550

Change-7,550 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 7,017

Change-7,017 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 5,105

Change-5,105 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 4,905

Change-4,905 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 4,606

Change-4,606 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,162

Change-2,162 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,981

Change-1,981 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,880

Change-1,880 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 853

Change-853 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 502

Change-502 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 335

Change-335 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 68

Change-68 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 67

Change-67 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 63

Change-63 (-100%)

Value—

	Status
Brookstone Capital Management	INCREASED	1,104,343	985,884	+118,459	+12%	$48.0M	$54.9M	+$6.9M	2026-10-22
Strategic Blueprint, LLC	INCREASED	150,284	142,881	+7,403	+5%	$7.0M	$7.5M	+$510.7K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	102,092	119,832	-17,740	-15%	$5.8M	$5.1M	-$761.5K	2026-11-02
Blue Bell Private Wealth Management, LLC	DECREASED	84,313	84,616	-303	0%	$4.1M	$4.2M	+$69.6K	2026-10-29
LPL Financial LLC	DECREASED	36,159	36,968	-809	-2%	$1.8M	$1.8M	-$3.2K	2026-11-06
Integral Investment Advisors, Inc.	INCREASED	34,960	33,710	+1,250	+4%	$1.6M	$1.7M	+$95.8K	2026-11-03
Maltin Wealth Management, Inc.	INCREASED	30,920	30,417	+503	+2%	$1.5M	$1.5M	+$55.4K	2026-10-13
Outlook Wealth Advisors, LLC	INCREASED	29,674	28,247	+1,427	+5%	$1.4M	$1.5M	+$99.1K	2026-10-28
Fragasso Financial Advisors Inc	UNCHANGED	26,552	26,552	0	0%	$1.3M	$1.3M	+$45.4K	2026-10-13
HB Wealth Management, LLC	UNCHANGED	24,600	24,600	0	0%	$1.2M	$1.2M	+$24.6K	2026-10-23
Corrado Advisors, LLC	DECREASED	24,414	24,555	-141	-1%	$1.2M	$1.2M	+$17.6K	2026-10-27
Kestra Advisory Services, LLC	INCREASED	22,343	19,241	+3,102	+16%	$936.7K	$1.1M	+$173.3K	2026-11-02
BCS Wealth Management	DECREASED	21,813	22,188	-375	-2%	$1.1M	$1.1M	+$3.6K	2026-11-03
Dhjj Financial Advisors, Ltd.	INCREASED	21,510	21,440	+70	+0%	$1.0M	$1.1M	+$24.9K	2026-10-23
My Personal CFO, LLC	UNCHANGED	19,080	19,080	0	0%	$928.8K	$947.9K	+$19.1K	2026-10-14
Beacon Financial Advisory LLC	DECREASED	19,014	19,015	-1	0%	$925.7K	$944.6K	+$19.0K	2026-10-16
Nations Financial Group Inc,	DECREASED	18,900	19,093	-193	-1%	$929.4K	$939.0K	+$9.5K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	18,004	18,254	-250	-1%	$889.0K	$894.0K	+$5.0K	2026-11-02
TopTier Wealth Management, LLC	DECREASED	17,599	18,430	-831	-5%	$897.2K	$874.3K	-$22.9K	2026-10-16
Spire Wealth Management	DECREASED	17,398	17,674	-276	-2%	$860.3K	$864.3K	+$4.0K	2026-10-30
Concurrent Investment Advisors, LLC	NEW	16,008	—	+16,008	—	—	$795.3K	—	2026-10-16
Advisory Advocates, LLC	DECREASED	15,666	16,029	-363	-2%	$780.3K	$778.3K	-$2.0K	2026-11-05
Chris Bulman Inc	DECREASED	14,864	15,515	-651	-4%	$755.3K	$738.4K	-$16.8K	2026-10-20
Sigma Planning Corp	INCREASED	14,636	14,565	+71	+0%	$709.0K	$703.5K	-$5.6K	2026-10-23
Merit Financial Group, LLC	NEW	13,994	—	+13,994	—	—	$695.2K	—	2026-11-06
Focus Financial Network, Inc.	UNCHANGED	13,526	13,526	0	0%	$658.4K	$672.0K	+$13.5K	2026-10-14
Wealth Enhancement Advisory Services, LLC	NEW	13,389	—	+13,389	—	—	$671.6K	—	2026-10-13
CoreCap Advisors, LLC	DECREASED	12,748	21,396	-8,648	-40%	$1.0M	$633.3K	-$408.2K	2026-10-08
Ballast Rock Private Wealth LLC	UNCHANGED	10,965	10,965	0	0%	$533.8K	$544.7K	+$11.0K	2026-10-26
Trek Financial, LLC	UNCHANGED	10,621	10,621	0	0%	$517.0K	$527.7K	+$10.6K	2026-10-29
IFS Advisors, LLC	NEW	8,936	—	+8,936	—	—	$443.9K	—	2026-10-14
Lantz Financial LLC	INCREASED	8,630	8,441	+189	+2%	$410.9K	$428.7K	+$17.8K	2026-10-15
Clear Point Advisors Inc.	NEW	6,940	—	+6,940	—	—	$344.8K	—	2026-10-30
AdvisorNet Financial, Inc	DECREASED	6,606	6,611	-5	0%	$321.8K	$329.8K	+$8.0K	2026-10-15
Global Assets Advisory, LLC	UNCHANGED	6,558	6,558	0	0%	$319.4K	$328.8K	+$9.4K	2026-10-28
Ascent Group, LLC	UNCHANGED	6,555	6,555	0	0%	$319.1K	$325.7K	+$6.6K	2026-10-30
CRA Financial Services, LLC	UNCHANGED	6,025	6,025	0	0%	$293.3K	$299.3K	+$6.0K	2026-10-16
J.W. Cole Advisors, Inc.	UNCHANGED	5,975	5,975	0	0%	$290.9K	$296.8K	+$6.0K	2026-11-05
Berkshire Money Management, Inc.	NEW	5,799	—	+5,799	—	—	$288.1K	—	2026-10-21
Integrity Alliance, Llc.	NEW	5,269	—	+5,269	—	—	$261.8K	—	2026-10-29
Weaver Consulting Group	UNCHANGED	4,481	4,481	0	0%	$218.1K	$222.6K	+$4.5K	2026-10-07
MGO One Seven LLC	UNCHANGED	4,350	4,350	0	0%	$211.8K	$216.1K	+$4.4K	2026-10-28
Retirement Planning Group, LLC	NEW	4,056	—	+4,056	—	—	$201.5K	—	2026-10-19
IFP Advisors, Inc	INCREASED	1,983	1,584	+399	+25%	$77.1K	$98.5K	+$21.4K	2026-10-16
Barnes Dennig Private Wealth Management LLC	UNCHANGED	1,656	1,656	0	0%	$80.6K	$82.3K	+$1.7K	2026-10-30
Noble Wealth Management PBC	NEW	500	—	+500	—	—	$24.8K	—	2026-10-01
Farther Finance Advisors, LLC	NEW	385	—	+385	—	—	$19.1K	—	2026-10-08
Ashton Thomas Private Wealth, LLC	UNCHANGED	368	368	0	0%	$17.9K	$18.3K	+$368	2026-11-03
William Mack & Associates, Inc.	NEW	276	—	+276	—	—	$13.7K	—	2026-10-27
Archer Investment Corp	UNCHANGED	250	250	0	0%	$12.2K	$12.4K	+$250	2026-11-05
Country Trust Bank	UNCHANGED	69	69	0	0%	$3.4K	$3.4K	+$69	2026-10-30
Lido Advisors, LLC	CLOSED	0	1,361,414	-1,361,414	-100%	$66.3M	$0	-$66.3M	2026-11-04
Pinnacle Wealth Management Group, Inc.	CLOSED	0	4,150	-4,150	-100%	$202.0K	$0	-$202.0K	2026-10-15
Capital Investment Advisory Services, LLC	CLOSED	0	60	-60	-100%	$2.9K	$0	-$2.9K	2026-10-30
Penserra Capital Management LLC	N/A	—	518,506	-518,506	-100%	$25.2M	—	—	—
Talon Private Wealth, LLC	N/A	—	206,801	-206,801	-100%	$10.1M	—	—	—
Cerity Partners LLC	N/A	—	149,464	-149,464	-100%	$7.3M	—	—	—
HighTower Advisors, LLC	N/A	—	86,599	-86,599	-100%	$4.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	81,705	-81,705	-100%	$4.0M	—	—	—
Cetera Investment Advisers	N/A	—	79,265	-79,265	-100%	$3.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	63,084	-63,084	-100%	$3.1M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	40,196	-40,196	-100%	$2.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	39,179	-39,179	-100%	$1.9M	—	—	—
SouthState Bank Corp	N/A	—	38,514	-38,514	-100%	$1.9M	—	—	—
Principal Securities, Inc.	N/A	—	33,317	-33,317	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	30,572	-30,572	-100%	$1.5M	—	—	—
First Commonwealth Financial Corp	N/A	—	29,454	-29,454	-100%	$1.4M	—	—	—
Arkadios Wealth Advisors	N/A	—	25,102	-25,102	-100%	$1.2M	—	—	—
GWN Securities Inc.	N/A	—	23,475	-23,475	-100%	$1.1M	—	—	—
Captrust Financial Advisors	N/A	—	20,929	-20,929	-100%	$1.0M	—	—	—
Raymond James Financial Inc	N/A	—	19,221	-19,221	-100%	$935.7K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	16,714	-16,714	-100%	$813.6K	—	—	—
Rothschild Wealth LLC	N/A	—	14,801	-14,801	-100%	$720.5K	—	—	—
WPWealth LLP	N/A	—	14,137	-14,137	-100%	$688.2K	—	—	—
Retirement Income Solutions, Inc	N/A	—	14,103	-14,103	-100%	$652.3K	—	—	—
Cofg Advisors, LLC	N/A	—	13,284	-13,284	-100%	$646.7K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	11,712	-11,712	-100%	$570.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	11,564	-11,564	-100%	$563.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	11,279	-11,279	-100%	$549.1K	—	—	—
FSA Advisors, Inc.	N/A	—	11,048	-11,048	-100%	$537.8K	—	—	—
AE Wealth Management LLC	N/A	—	10,781	-10,781	-100%	$524.8K	—	—	—
Snowden Capital Advisors LLC	N/A	—	10,495	-10,495	-100%	$510.9K	—	—	—
Advisory Services Network, LLC	N/A	—	8,779	-8,779	-100%	$427.4K	—	—	—
Fidelis Capital Partners, LLC	N/A	—	7,886	-7,886	-100%	$383.9K	—	—	—
WealthShield Partners, LLC	N/A	—	7,550	-7,550	-100%	$367.5K	—	—	—
Arax Advisory Partners	N/A	—	7,017	-7,017	-100%	$341.6K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	5,105	-5,105	-100%	$248.5K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	4,905	-4,905	-100%	$238.8K	—	—	—
Tradition Wealth Management, LLC	N/A	—	4,606	-4,606	-100%	$224.2K	—	—	—
Orion Capital Management LLC	N/A	—	3,000	-3,000	-100%	$146.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,162	-2,162	-100%	$105.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,050	-2,050	-100%	$99.8K	—	—	—
Harbour Investments, Inc.	N/A	—	1,981	-1,981	-100%	$96.4K	—	—	—
JPMorgan Chase & Co	N/A	—	1,880	-1,880	-100%	$91.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,250	-1,250	-100%	$60.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	853	-853	-100%	$41.5K	—	—	—
Wells Fargo & Company	N/A	—	502	-502	-100%	$24.4K	—	—	—
Highland Investment Advisors LLC	N/A	—	335	-335	-100%	$16.3K	—	—	—
Morgan Stanley	N/A	—	68	-68	-100%	$3.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	67	-67	-100%	$3.3K	—	—	—
Integrity Financial Corp	N/A	—	63	-63	-100%	$3.1K	—	—	—

Showing 101 of 101 institutions