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Innovator U.S. Equity Ultra (UOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares365,732 from 366,149
Change-417 (0%)
Value$15.5M (+$454.7K)
Filed 2026-11-02
FAI Advisors, Inc.
INCREASED
Shares226,233 from 214,800
Change+11,433 (+5%)
Value$9.6M (+$761.9K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares171,501 from 158,706
Change+12,795 (+8%)
Value$7.3M (+$747.2K)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares89,569 from 86,949
Change+2,620 (+3%)
Value$3.8M (+$223.3K)
Filed 2026-10-22
IMG Wealth Management, Inc.
INCREASED
Shares81,672 from 66,598
Change+15,074 (+23%)
Value$3.5M (+$725.0K)
Filed 2026-10-27
KFG Wealth Management, LLC
DECREASED
Shares77,535 from 79,797
Change-2,262 (-3%)
Value$3.3M (+$7.0K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares71,600 from 9,799
Change+61,801 (+631%)
Value$3.0M (+$2.6M)
Filed 2026-10-16
Central Valley Advisors, LLC
INCREASED
Shares69,623 from 58,130
Change+11,493 (+20%)
Value$3.0M (+$562.3K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares64,824 from 81,311
Change-16,487 (-20%)
Value$2.7M (-$594.2K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares64,807 from 57,574
Change+7,233 (+13%)
Value$2.7M (+$381.0K)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares64,300 from 78,766
Change-14,466 (-18%)
Value$2.7M (-$511.8K)
Filed 2026-10-30
Triad Wealth Partners, LLC
INCREASED
Shares48,628 from 37,611
Change+11,017 (+29%)
Value$2.1M (+$495.7K)
Filed 2026-10-26
Bedel Financial Consulting, Inc.
INCREASED
Shares37,062 from 36,171
Change+891 (+2%)
Value$1.6M (+$84.4K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares34,477 from 43,407
Change-8,930 (-21%)
Value$1.5M (-$322.6K)
Filed 2026-10-30
HB Wealth Management, LLC
NEW
Shares31,600
Change+31,600
Value$1.3M
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares26,154 from 30,076
Change-3,922 (-13%)
Value$1.1M (-$127.5K)
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares23,865 from 23,865
Change0 (0%)
Value$981.1K ($0)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares21,719
Change+21,719
Value$920.9K
Filed 2026-10-28
Wedbush Securities Inc
UNCHANGED
Shares19,570 from 19,570
Change0 (0%)
Value$830 (-$804.2K)
Filed 2026-10-22
SteelPeak Wealth, LLC
DECREASED
Shares18,850 from 20,458
Change-1,608 (-8%)
Value$799.2K (-$41.8K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
UNCHANGED
Shares15,167 from 15,167
Change0 (0%)
Value$643.1K (+$19.6K)
Filed 2026-10-21
Encompass More Asset Management
INCREASED
Shares13,041 from 10,495
Change+2,546 (+24%)
Value$552.9K (+$121.5K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
UNCHANGED
Shares12,844 from 12,844
Change0 (0%)
Value$544.6K (+$16.6K)
Filed 2026-11-02
Meridian Wealth Management, LLC
UNCHANGED
Shares12,478 from 12,478
Change0 (0%)
Value$529.1K (+$16.1K)
Filed 2026-11-05
Long Island Wealth Management, Inc.
UNCHANGED
Shares12,046 from 12,046
Change0 (0%)
Value$510.8K (+$15.5K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares11,820 from 14,328
Change-2,508 (-17%)
Value$501.2K (-$87.9K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares11,563 from 11,866
Change-303 (-3%)
Value$490.3K (+$2.5K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,498 from 9,898
Change+1,600 (+16%)
Value$488.0K (+$81.0K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares10,981 from 11,204
Change-223 (-2%)
Value$465.6K (+$5.0K)
Filed 2026-11-03
NewCorp Financial Services, Inc.
UNCHANGED
Shares10,922 from 10,922
Change0 (0%)
Value$463.1K (+$14.1K)
Filed 2026-10-14
Madrona Financial Services, LLC
NEW
Shares10,745
Change+10,745
Value$455.6K
Filed 2026-10-23
Todd Wealth Management, LLC
INCREASED
Shares10,426 from 10,326
Change+100 (+1%)
Value$442.1K (+$17.6K)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares9,983 from 9,189
Change+794 (+9%)
Value$423.3K (+$45.5K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW
Shares8,487
Change+8,487
Value$363.1K
Filed 2026-10-13
Kellett Wealth Advisors, LLC
DECREASED
Shares8,331 from 11,496
Change-3,165 (-28%)
Value$353.3K (-$119.3K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares8,248 from 7,481
Change+767 (+10%)
Value$349.7K (+$42.2K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares7,753 from 7,873
Change-120 (-2%)
Value$328.7K (+$5.1K)
Filed 2026-10-30
BFI Wealth Solutions, LLC
UNCHANGED
Shares7,375 from 7,375
Change0 (0%)
Value$312.7K (+$9.5K)
Filed 2026-10-16
Thrivent Financial for Lutherans
NEW
Shares7,148
Change+7,148
Value$303.0K
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
NEW
Shares7,122
Change+7,122
Value$302.0K
Filed 2026-10-23
Beacon Financial Advisory LLC
UNCHANGED
Shares6,736 from 6,736
Change0 (0%)
Value$285.6K (+$8.7K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares6,204 from 6,100
Change+104 (+2%)
Value$263.1K (+$12.3K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED
Shares6,143 from 6,293
Change-150 (-2%)
Value$260.5K (+$1.8K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares6,135 from 6,270
Change-135 (-2%)
Value$260.1K (+$2.4K)
Filed 2026-11-02
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares6,039 from 5,840
Change+199 (+3%)
Value$256.1K (+$16.0K)
Filed 2026-10-09
Tounjian Advisory Partners, LLC
NEW
Shares5,828
Change+5,828
Value$247.1K
Filed 2026-11-04
Lantz Financial LLC
UNCHANGED
Shares5,679 from 5,679
Change0 (0%)
Value$240.8K (+$7.3K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares5,527 from 4,164
Change+1,363 (+33%)
Value$234.3K (+$63.2K)
Filed 2026-10-08
Retirement Planning Group, LLC
DECREASED
Shares5,381 from 5,587
Change-206 (-4%)
Value$228.2K (-$1.5K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
DECREASED
Shares5,148 from 5,339
Change-191 (-4%)
Value$218.3K (-$1.2K)
Filed 2026-10-28
First Heartland Consultants, Inc.
NEW
Shares4,843
Change+4,843
Value$205.3K
Filed 2026-10-08
Syntegra Private Wealth Group, LLC
NEW
Shares4,760
Change+4,760
Value$201.8K
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares4,748 from 5,017
Change-269 (-5%)
Value$201.3K (-$4.9K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares2,189 from 2,205
Change-16 (-1%)
Value$92.8K (+$2.2K)
Filed 2026-10-08
Grove Bank & Trust
NEW
Shares2,032
Change+2,032
Value$86.2K
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares709 from 716
Change-7 (-1%)
Value$30.1K (+$627)
Filed 2026-11-03
Assetmark, Inc
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$18.9K (+$574)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares354 from 1,063
Change-709 (-67%)
Value$15.0K (-$28.7K)
Filed 2026-11-05
Bullock Wealth Management Group
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$7.3K (+$223)
Filed 2026-10-09
Triumph Capital Management
DECREASED
Shares150 from 330
Change-180 (-55%)
Value$6.4K (-$7.2K)
Filed 2026-10-14
ATX Financial Planning, LLC
CLOSED
Shares0 from 5,520
Change-5,520 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-14
Hiley Hunt Wealth Management
CLOSED
Shares0 from 5,118
Change-5,118 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-08
IFP Advisors, Inc
CLOSED
Shares0 from 1,403
Change-1,403 (-100%)
Value$0 (-$57.7K)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$49.3K)
Filed 2026-10-29
Compass Financial Management LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-30
Advisory Services Network, LLC
N/A
Shares— from 89,915
Change-89,915 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 88,006
Change-88,006 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 69,414
Change-69,414 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 65,507
Change-65,507 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 57,041
Change-57,041 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,406
Change-55,406 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 50,862
Change-50,862 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 46,740
Change-46,740 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,035
Change-40,035 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,312
Change-37,312 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 36,803
Change-36,803 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 35,672
Change-35,672 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 34,116
Change-34,116 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,802
Change-24,802 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,444
Change-19,444 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,041
Change-17,041 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 15,383
Change-15,383 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 12,383
Change-12,383 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 11,423
Change-11,423 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,635
Change-10,635 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 8,471
Change-8,471 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,038
Change-8,038 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,057
Change-6,057 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 962
Change-962 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 500
Change-500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 144
Change-144 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Commonwealth Equity Services, LLC
DECREASED365,732366,149-4170%$15.1M$15.5M+$454.7K2026-11-02
FAI Advisors, Inc.
INCREASED226,233214,800+11,433+5%$8.8M$9.6M+$761.9K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED171,501158,706+12,795+8%$6.5M$7.3M+$747.2K2026-10-14
Brookstone Capital Management
INCREASED89,56986,949+2,620+3%$3.6M$3.8M+$223.3K2026-10-22
IMG Wealth Management, Inc.
INCREASED81,67266,598+15,074+23%$2.7M$3.5M+$725.0K2026-10-27
KFG Wealth Management, LLC
DECREASED77,53579,797-2,262-3%$3.3M$3.3M+$7.0K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED71,6009,799+61,801+631%$402.8K$3.0M+$2.6M2026-10-16
Central Valley Advisors, LLC
INCREASED69,62358,130+11,493+20%$2.4M$3.0M+$562.3K2026-10-27
Kestra Advisory Services, LLC
DECREASED64,82481,311-16,487-20%$3.3M$2.7M-$594.2K2026-11-02
LPL Financial LLC
INCREASED64,80757,574+7,233+13%$2.4M$2.7M+$381.0K2026-11-06
Spire Wealth Management
DECREASED64,30078,766-14,466-18%$3.2M$2.7M-$511.8K2026-10-30
Triad Wealth Partners, LLC
INCREASED48,62837,611+11,017+29%$1.6M$2.1M+$495.7K2026-10-26
Bedel Financial Consulting, Inc.
INCREASED37,06236,171+891+2%$1.5M$1.6M+$84.4K2026-11-06
Truist Financial Corp
DECREASED34,47743,407-8,930-21%$1.8M$1.5M-$322.6K2026-10-30
HB Wealth Management, LLC
NEW31,600—+31,600——$1.3M—2026-10-23
Trek Financial, LLC
DECREASED26,15430,076-3,922-13%$1.2M$1.1M-$127.5K2026-10-29
Allworth Financial LP
UNCHANGED23,86523,86500%$981.1K$981.1K$02026-11-06
Partners Wealth Management, LLC
NEW21,719—+21,719——$920.9K—2026-10-28
Wedbush Securities Inc
UNCHANGED19,57019,57000%$805.0K$830-$804.2K2026-10-22
SteelPeak Wealth, LLC
DECREASED18,85020,458-1,608-8%$841.0K$799.2K-$41.8K2026-10-16
Axxcess Wealth Management, LLC
UNCHANGED15,16715,16700%$623.5K$643.1K+$19.6K2026-10-21
Encompass More Asset Management
INCREASED13,04110,495+2,546+24%$431.4K$552.9K+$121.5K2026-10-16
Cornerstone Wealth Group, LLC
UNCHANGED12,84412,84400%$528.0K$544.6K+$16.6K2026-11-02
Meridian Wealth Management, LLC
UNCHANGED12,47812,47800%$513.0K$529.1K+$16.1K2026-11-05
Long Island Wealth Management, Inc.
UNCHANGED12,04612,04600%$495.2K$510.8K+$15.5K2026-10-20
Simplicity Wealth,LLC
DECREASED11,82014,328-2,508-17%$589.0K$501.2K-$87.9K2026-10-23
Atria Investments, Inc
DECREASED11,56311,866-303-3%$487.8K$490.3K+$2.5K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED11,4989,898+1,600+16%$407.0K$488.0K+$81.0K2026-11-02
RFG Advisory, LLC
DECREASED10,98111,204-223-2%$460.6K$465.6K+$5.0K2026-11-03
NewCorp Financial Services, Inc.
UNCHANGED10,92210,92200%$449.0K$463.1K+$14.1K2026-10-14
Madrona Financial Services, LLC
NEW10,745—+10,745——$455.6K—2026-10-23
Todd Wealth Management, LLC
INCREASED10,42610,326+100+1%$424.5K$442.1K+$17.6K2026-10-19
Strategic Blueprint, LLC
INCREASED9,9839,189+794+9%$377.8K$423.3K+$45.5K2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW8,487—+8,487——$363.1K—2026-10-13
Kellett Wealth Advisors, LLC
DECREASED8,33111,496-3,165-28%$472.6K$353.3K-$119.3K2026-10-15
Money Concepts Capital Corp
INCREASED8,2487,481+767+10%$307.5K$349.7K+$42.2K2026-11-06
Capital Investment Advisory Services, LLC
DECREASED7,7537,873-120-2%$323.7K$328.7K+$5.1K2026-10-30
BFI Wealth Solutions, LLC
UNCHANGED7,3757,37500%$303.2K$312.7K+$9.5K2026-10-16
Thrivent Financial for Lutherans
NEW7,148—+7,148——$303.0K—2026-11-05
Bright Futures Wealth Management, Llc.
NEW7,122—+7,122——$302.0K—2026-10-23
Beacon Financial Advisory LLC
UNCHANGED6,7366,73600%$276.9K$285.6K+$8.7K2026-10-16
Creative Financial Designs Inc
INCREASED6,2046,100+104+2%$250.8K$263.1K+$12.3K2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED6,1436,293-150-2%$258.7K$260.5K+$1.8K2026-10-23
Creative Planning
DECREASED6,1356,270-135-2%$257.8K$260.1K+$2.4K2026-11-02
Journey Retirement Planning & Investment Management LLC
INCREASED6,0395,840+199+3%$240.1K$256.1K+$16.0K2026-10-09
Tounjian Advisory Partners, LLC
NEW5,828—+5,828——$247.1K—2026-11-04
Lantz Financial LLC
UNCHANGED5,6795,67900%$233.5K$240.8K+$7.3K2026-10-15
CoreCap Advisors, LLC
INCREASED5,5274,164+1,363+33%$171.2K$234.3K+$63.2K2026-10-08
Retirement Planning Group, LLC
DECREASED5,3815,587-206-4%$229.7K$228.2K-$1.5K2026-10-19
Financial Network Wealth Advisors LLC
DECREASED5,1485,339-191-4%$219.5K$218.3K-$1.2K2026-10-28
First Heartland Consultants, Inc.
NEW4,843—+4,843——$205.3K—2026-10-08
Syntegra Private Wealth Group, LLC
NEW4,760—+4,760——$201.8K—2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED4,7485,017-269-5%$206.3K$201.3K-$4.9K2026-10-08
Farther Finance Advisors, LLC
DECREASED2,1892,205-16-1%$90.6K$92.8K+$2.2K2026-10-08
Grove Bank & Trust
NEW2,032—+2,032——$86.2K—2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED709716-7-1%$29.4K$30.1K+$6272026-11-03
Assetmark, Inc
UNCHANGED44544500%$18.3K$18.9K+$5742026-10-21
Archer Investment Corp
DECREASED3541,063-709-67%$43.7K$15.0K-$28.7K2026-11-05
Bullock Wealth Management Group
UNCHANGED17317300%$7.1K$7.3K+$2232026-10-09
Triumph Capital Management
DECREASED150330-180-55%$13.6K$6.4K-$7.2K2026-10-14
ATX Financial Planning, LLC
CLOSED05,520-5,520-100%$226.9K$0-$226.9K2026-10-14
Hiley Hunt Wealth Management
CLOSED05,118-5,118-100%$210.4K$0-$210.4K2026-10-08
IFP Advisors, Inc
CLOSED01,403-1,403-100%$57.7K$0-$57.7K2026-10-16
Bullseye Investment Management, LLC
CLOSED01,200-1,200-100%$49.3K$0-$49.3K2026-10-29
Compass Financial Management LLC
CLOSED0123-123-100%$5.1K$0-$5.1K2026-10-30
Advisory Services Network, LLC
N/A—89,915-89,915-100%$3.7M———
Osaic Holdings, Inc.
N/A—88,006-88,006-100%$3.6M———
Envestnet Asset Management Inc
N/A—69,414-69,414-100%$2.9M———
Orion Porfolio Solutions, LLC
N/A—65,507-65,507-100%$2.7M———
Foundations Investment Advisors, LLC
N/A—57,041-57,041-100%$2.3M———
Raymond James Financial Inc
N/A—55,406-55,406-100%$2.3M———
Mercer Global Advisors Inc
N/A—50,862-50,862-100%$2.1M———
Cetera Investment Advisers
N/A—46,740-46,740-100%$1.9M———
Susquehanna International Group, LLP
N/A—40,035-40,035-100%$1.6M———
MML Investors Services, LLC
N/A—37,312-37,312-100%$1.5M———
Sonoma Allocations LLC
N/A—36,803-36,803-100%$1.5M———
Wood Tarver Financial Group, LLC
N/A—35,672-35,672-100%$1.5M———
Berger Financial Group, Inc
N/A—34,116-34,116-100%$1.4M———
AE Wealth Management LLC
N/A—24,802-24,802-100%$1.0M———
Compass Advisory Group LLC
N/A—20,704-20,704-100%$851.1K———
Citadel Advisors LLC
N/A—19,444-19,444-100%$799.3K———
Centaurus Financial, Inc.
N/A—17,041-17,041-100%$701.0K———
MTM Financial Group, LLC
N/A—15,383-15,383-100%$632.4K———
Vantage Point Financial LLC
N/A—15,154-15,154-100%$623.0K———
IHT Wealth Management, LLC
N/A—13,731-13,731-100%$564.5K———
Wealthgarden F.S. LLC
N/A—12,383-12,383-100%$509.1K———
AssuredPartners Investment Advisors, LLC
N/A—11,423-11,423-100%$469.6K———
WorthPointe, LLC
N/A—11,238-11,238-100%$462.0K———
Janney Montgomery Scott LLC
N/A—10,635-10,635-100%$437.0K———
Old Mission Capital LLC
N/A—8,471-8,471-100%$348.2K———
Ameritas Advisory Services, LLC
N/A—8,038-8,038-100%$330.4K———
HighTower Advisors, LLC
N/A—6,909-6,909-100%$284.0K———
Principal Securities, Inc.
N/A—6,475-6,475-100%$266.2K———
SageView Advisory Group, LLC
N/A—6,057-6,057-100%$249.0K———
Rothschild Investment LLC
N/A—5,500-5,500-100%$226.1K———
Tradition Wealth Management, LLC
N/A—5,373-5,373-100%$220.9K———
Ausdal Financial Partners, Inc.
N/A—5,344-5,344-100%$219.7K———
Harbour Investments, Inc.
N/A—4,961-4,961-100%$203.9K———
NewEdge Advisors, LLC
N/A—4,924-4,924-100%$202.4K———
Continuum Advisory, LLC
N/A—3,573-3,573-100%$146.9K———
Aptus Capital Advisors, LLC
N/A—3,250-3,250-100%$133.6K———
Talon Private Wealth, LLC
N/A—1,320-1,320-100%$54.3K———
Keating Financial Advisory Services, Inc.
N/A—1,200-1,200-100%$49.3K———
Morgan Stanley
N/A—962-962-100%$39.5K———
WealthShield Partners, LLC
N/A—911-911-100%$37.5K———
Royal Bank of Canada
N/A—500-500-100%$21.0K———
Steward Partners Investment Advisory, LLC
N/A—400-400-100%$16.4K———
JPMorgan Chase & Co
N/A—144-144-100%$5.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—24-24-100%$987———
BFC Planning, Inc.
N/A—24-24-100%$987———
Wells Fargo & Company
N/A—00—$14———
Showing 111 of 111 institutions