Innovator EDP ETF - 6M JA (JAJL)

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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Commonwealth Equity Services, LLC

DECREASED

Shares212,976 from 307,912

Change-94,936 (-31%)

Value$6.4M (-$2.8M)

Filed 2026-11-02

Signal Advisors Wealth, LLC

INCREASED

Shares143,535 from 12,919

Change+130,616 (+1011%)

Value$4.3M (+$4.0M)

Filed 2026-10-13

Triad Wealth Partners, LLC

DECREASED

Shares140,572 from 144,388

Change-3,816 (-3%)

Value$4.3M (-$92.4K)

Filed 2026-10-26

Lord & Richards Wealth Management, LLC

NEW

Shares118,532

Change+118,532

Value$3.6M

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares114,696 from 99,516

Change+15,180 (+15%)

Value$3.5M (+$494.0K)

Filed 2026-11-02

Peak Wealth Management LLC

DECREASED

Shares80,810 from 81,328

Change-518 (-1%)

Value$2.5M (+$23.3K)

Filed 2026-10-26

Weaver Capital Management LLC

INCREASED

Shares72,211 from 71,151

Change+1,060 (+1%)

Value$2.2M (+$116.7K)

Filed 2026-10-15

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

INCREASED

Shares68,829 from 53,197

Change+15,632 (+29%)

Value$2.1M (+$491.6K)

Filed 2026-10-14

Brookstone Capital Management

DECREASED

Shares64,854 from 67,084

Change-2,230 (-3%)

Value$2.0M (-$44.0K)

Filed 2026-10-22

Crown Wealth Group, LLC

NEW

Shares58,010

Change+58,010

Value$1.8M

Filed 2026-10-19

Encompass More Asset Management

INCREASED

Shares56,552 from 53,059

Change+3,493 (+7%)

Value$1.7M (+$124.3K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares53,643 from 51,610

Change+2,033 (+4%)

Value$1.6M (+$79.6K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares45,191 from 43,101

Change+2,090 (+5%)

Value$1.4M (+$78.3K)

Filed 2026-10-08

Cypress Wealth Services, LLC

UNCHANGED

Shares35,448 from 35,448

Change0 (0%)

Value$1.1M (+$17.4K)

Filed 2026-10-21

Kelly Financial Group LLC

INCREASED

Shares30,946 from 19,555

Change+11,391 (+58%)

Value$936.4K (+$351.5K)

Filed 2026-10-16

Ashton Thomas Private Wealth, LLC

INCREASED

Shares28,146 from 20,000

Change+8,146 (+41%)

Value$851.7K (+$253.5K)

Filed 2026-11-03

Maia Wealth LLC

NEW

Shares26,892

Change+26,892

Value$813.8K

Filed 2026-10-19

Merit Financial Group, LLC

DECREASED

Shares22,464 from 24,450

Change-1,986 (-8%)

Value$679.8K (-$51.5K)

Filed 2026-11-06

KFG Wealth Management, LLC

INCREASED

Shares22,385 from 21,886

Change+499 (+2%)

Value$677.4K (+$22.8K)

Filed 2026-10-16

Atria Investments, Inc

INCREASED

Shares21,933 from 20,534

Change+1,399 (+7%)

Value$663.7K (+$49.5K)

Filed 2026-10-15

Soltis Investment Advisors LLC

DECREASED

Shares21,836 from 26,137

Change-4,301 (-16%)

Value$660.8K (-$121.0K)

Filed 2026-10-28

Lifestyle Asset Management, Inc.

DECREASED

Shares21,493 from 27,018

Change-5,525 (-20%)

Value$650.4K (-$157.7K)

Filed 2026-10-20

Carmel Capital Partners, LLC

INCREASED

Shares20,700 from 16,300

Change+4,400 (+27%)

Value$626.4K (+$138.8K)

Filed 2026-11-03

Code Waechter LLC

NEW

Shares19,984

Change+19,984

Value$604.7K

Filed 2026-10-23

Integrity Alliance, Llc.

INCREASED

Shares17,444 from 10,764

Change+6,680 (+62%)

Value$527.9K (+$205.9K)

Filed 2026-10-29

BFI Wealth Solutions, LLC

UNCHANGED

Shares16,500 from 16,500

Change0 (0%)

Value$499.3K (+$5.8K)

Filed 2026-10-16

Broussard Financial Group LLC

NEW

Shares16,352

Change+16,352

Value$494.8K

Filed 2026-10-26

BridgePort Financial Solutions, LLC

DECREASED

Shares15,122 from 15,451

Change-329 (-2%)

Value$457.6K (-$4.5K)

Filed 2026-11-02

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares14,186 from 14,186

Change0 (0%)

Value$429.3K (+$5.0K)

Filed 2026-10-23

Wedbush Securities Inc

UNCHANGED

Shares12,883 from 12,883

Change0 (0%)

Value$390 (-$384.6K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

NEW

Shares12,487

Change+12,487

Value$379.2K

Filed 2026-10-13

Blue Sky Capital Consultants Group, Inc.

DECREASED

Shares10,838 from 15,968

Change-5,130 (-32%)

Value$328.0K (-$149.6K)

Filed 2026-10-13

Pinnacle Wealth Management Group, Inc.

UNCHANGED

Shares10,350 from 10,350

Change0 (0%)

Value$313.2K (+$3.6K)

Filed 2026-10-15

Integrity Advisory Solutions, LLC

INCREASED

Shares9,587 from 9,292

Change+295 (+3%)

Value$290.1K (+$12.2K)

Filed 2026-10-29

Visionary Wealth Advisors

UNCHANGED

Shares9,574 from 9,574

Change0 (0%)

Value$289.7K (+$3.4K)

Filed 2026-11-04

Independent Financial Group, LLC

DECREASED

Shares9,452 from 14,583

Change-5,131 (-35%)

Value$286.0K (-$150.2K)

Filed 2026-10-13

Axxcess Wealth Management, LLC

INCREASED

Shares9,088 from 6,738

Change+2,350 (+35%)

Value$275.0K (+$73.5K)

Filed 2026-10-21

Archer Investment Corp

UNCHANGED

Shares8,830 from 8,830

Change0 (0%)

Value$267.2K (+$3.1K)

Filed 2026-11-05

Triumph Capital Management

DECREASED

Shares7,745 from 8,000

Change-255 (-3%)

Value$234.4K (-$4.9K)

Filed 2026-10-14

Ballast Rock Private Wealth LLC

UNCHANGED

Shares7,242 from 7,242

Change0 (0%)

Value$219.1K (+$2.5K)

Filed 2026-10-26

IFP Advisors, Inc

DECREASED

Shares7,140 from 7,219

Change-79 (-1%)

Value$216.1K (+$136)

Filed 2026-10-16

CoreCap Advisors, LLC

DECREASED

Shares5,553 from 6,199

Change-646 (-10%)

Value$168.0K (-$17.4K)

Filed 2026-10-08

Keystone Financial Group, Inc.

UNCHANGED

Shares4,991 from 4,991

Change0 (0%)

Value$151.0K (+$1.7K)

Filed 2026-10-13

Harbor Investment Advisory, LLC

UNCHANGED

Shares4,713 from 4,713

Change0 (0%)

Value$142.6K (+$1.6K)

Filed 2026-10-13

Gilpin Wealth Management, LLC

INCREASED

Shares3,900 from 2,500

Change+1,400 (+56%)

Value$118.0K (+$43.2K)

Filed 2026-10-09

Evolution Wealth Management Inc.

INCREASED

Shares2,838 from 2,783

Change+55 (+2%)

Value$85.9K (+$2.6K)

Filed 2026-10-28

Root Financial Partners, LLC

NEW

Shares857

Change+857

Value$25.9K

Filed 2026-10-21

PNC Financial Services Group, Inc.

NEW

Shares100

Change+100

Value$3.0K

Filed 2026-11-06

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$243 (+$3)

Filed 2026-10-23

Winnacle Wealth LLC

CLOSED

Shares0 from 8,712

Change-8,712 (-100%)

Value$0 (-$260.6K)

Filed 2026-10-15

NWF Advisory Services Inc.

CLOSED

Shares0 from 6,800

Change-6,800 (-100%)

Value$0 (-$203.4K)

Filed 2026-10-19

Accurate Wealth Management, LLC

CLOSED

Shares0 from 6,680

Change-6,680 (-100%)

Value$0 (-$200.5K)

Filed 2026-10-20

Woodard & Co Asset Management Group Inc

CLOSED

Shares0 from 5,186

Change-5,186 (-100%)

Value$0 (-$155.1K)

Filed 2026-11-03

Financial Network Wealth Advisors LLC

CLOSED

Shares0 from 133

Change-133 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-28

Kingsview Wealth Management, LLC

N/A

Shares— from 1,602,395

Change-1,602,395 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 384,434

Change-384,434 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 210,806

Change-210,806 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 187,752

Change-187,752 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 79,703

Change-79,703 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 68,984

Change-68,984 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 67,362

Change-67,362 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 50,055

Change-50,055 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 47,260

Change-47,260 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 39,288

Change-39,288 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 34,808

Change-34,808 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 33,985

Change-33,985 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 28,702

Change-28,702 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 27,428

Change-27,428 (-100%)

Value—

Sykon Capital LLC

N/A

Shares— from 27,160

Change-27,160 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 26,194

Change-26,194 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 26,100

Change-26,100 (-100%)

Value—

Sonoma Allocations LLC

N/A

Shares— from 22,943

Change-22,943 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 22,140

Change-22,140 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 21,643

Change-21,643 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 19,986

Change-19,986 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 18,890

Change-18,890 (-100%)

Value—

Cassady Wealth & Retirement Planning, LLC

N/A

Shares— from 16,257

Change-16,257 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 16,111

Change-16,111 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 13,497

Change-13,497 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 11,486

Change-11,486 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 11,245

Change-11,245 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 10,625

Change-10,625 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 10,376

Change-10,376 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,309

Change-10,309 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 9,703

Change-9,703 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 8,493

Change-8,493 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 7,432

Change-7,432 (-100%)

Value—

Florida Financial Advisors, LLC

N/A

Shares— from 7,020

Change-7,020 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 5,742

Change-5,742 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,456

Change-3,456 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 3,114

Change-3,114 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,664

Change-1,664 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 858

Change-858 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 858

Change-858 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 761

Change-761 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 235

Change-235 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 180

Change-180 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	212,976	307,912	-94,936	-31%	$9.2M	$6.4M	-$2.8M	2026-11-02
Signal Advisors Wealth, LLC	INCREASED	143,535	12,919	+130,616	+1011%	$386.4K	$4.3M	+$4.0M	2026-10-13
Triad Wealth Partners, LLC	DECREASED	140,572	144,388	-3,816	-3%	$4.3M	$4.3M	-$92.4K	2026-10-26
Lord & Richards Wealth Management, LLC	NEW	118,532	—	+118,532	—	—	$3.6M	—	2026-10-14
Cambridge Investment Research Advisors, Inc.	INCREASED	114,696	99,516	+15,180	+15%	$3.0M	$3.5M	+$494.0K	2026-11-02
Peak Wealth Management LLC	DECREASED	80,810	81,328	-518	-1%	$2.4M	$2.5M	+$23.3K	2026-10-26
Weaver Capital Management LLC	INCREASED	72,211	71,151	+1,060	+1%	$2.1M	$2.2M	+$116.7K	2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	68,829	53,197	+15,632	+29%	$1.6M	$2.1M	+$491.6K	2026-10-14
Brookstone Capital Management	DECREASED	64,854	67,084	-2,230	-3%	$2.0M	$2.0M	-$44.0K	2026-10-22
Crown Wealth Group, LLC	NEW	58,010	—	+58,010	—	—	$1.8M	—	2026-10-19
Encompass More Asset Management	INCREASED	56,552	53,059	+3,493	+7%	$1.6M	$1.7M	+$124.3K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	53,643	51,610	+2,033	+4%	$1.5M	$1.6M	+$79.6K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	45,191	43,101	+2,090	+5%	$1.3M	$1.4M	+$78.3K	2026-10-08
Cypress Wealth Services, LLC	UNCHANGED	35,448	35,448	0	0%	$1.1M	$1.1M	+$17.4K	2026-10-21
Kelly Financial Group LLC	INCREASED	30,946	19,555	+11,391	+58%	$584.9K	$936.4K	+$351.5K	2026-10-16
Ashton Thomas Private Wealth, LLC	INCREASED	28,146	20,000	+8,146	+41%	$598.2K	$851.7K	+$253.5K	2026-11-03
Maia Wealth LLC	NEW	26,892	—	+26,892	—	—	$813.8K	—	2026-10-19
Merit Financial Group, LLC	DECREASED	22,464	24,450	-1,986	-8%	$731.3K	$679.8K	-$51.5K	2026-11-06
KFG Wealth Management, LLC	INCREASED	22,385	21,886	+499	+2%	$654.6K	$677.4K	+$22.8K	2026-10-16
Atria Investments, Inc	INCREASED	21,933	20,534	+1,399	+7%	$614.2K	$663.7K	+$49.5K	2026-10-15
Soltis Investment Advisors LLC	DECREASED	21,836	26,137	-4,301	-16%	$781.8K	$660.8K	-$121.0K	2026-10-28
Lifestyle Asset Management, Inc.	DECREASED	21,493	27,018	-5,525	-20%	$808.1K	$650.4K	-$157.7K	2026-10-20
Carmel Capital Partners, LLC	INCREASED	20,700	16,300	+4,400	+27%	$487.5K	$626.4K	+$138.8K	2026-11-03
Code Waechter LLC	NEW	19,984	—	+19,984	—	—	$604.7K	—	2026-10-23
Integrity Alliance, Llc.	INCREASED	17,444	10,764	+6,680	+62%	$322.0K	$527.9K	+$205.9K	2026-10-29
BFI Wealth Solutions, LLC	UNCHANGED	16,500	16,500	0	0%	$493.5K	$499.3K	+$5.8K	2026-10-16
Broussard Financial Group LLC	NEW	16,352	—	+16,352	—	—	$494.8K	—	2026-10-26
BridgePort Financial Solutions, LLC	DECREASED	15,122	15,451	-329	-2%	$462.1K	$457.6K	-$4.5K	2026-11-02
Kingswood Wealth Advisors, LLC	UNCHANGED	14,186	14,186	0	0%	$424.3K	$429.3K	+$5.0K	2026-10-23
Wedbush Securities Inc	UNCHANGED	12,883	12,883	0	0%	$385.0K	$390	-$384.6K	2026-10-22
Wealth Enhancement Advisory Services, LLC	NEW	12,487	—	+12,487	—	—	$379.2K	—	2026-10-13
Blue Sky Capital Consultants Group, Inc.	DECREASED	10,838	15,968	-5,130	-32%	$477.6K	$328.0K	-$149.6K	2026-10-13
Pinnacle Wealth Management Group, Inc.	UNCHANGED	10,350	10,350	0	0%	$309.6K	$313.2K	+$3.6K	2026-10-15
Integrity Advisory Solutions, LLC	INCREASED	9,587	9,292	+295	+3%	$277.9K	$290.1K	+$12.2K	2026-10-29
Visionary Wealth Advisors	UNCHANGED	9,574	9,574	0	0%	$286.4K	$289.7K	+$3.4K	2026-11-04
Independent Financial Group, LLC	DECREASED	9,452	14,583	-5,131	-35%	$436.2K	$286.0K	-$150.2K	2026-10-13
Axxcess Wealth Management, LLC	INCREASED	9,088	6,738	+2,350	+35%	$201.5K	$275.0K	+$73.5K	2026-10-21
Archer Investment Corp	UNCHANGED	8,830	8,830	0	0%	$264.1K	$267.2K	+$3.1K	2026-11-05
Triumph Capital Management	DECREASED	7,745	8,000	-255	-3%	$239.3K	$234.4K	-$4.9K	2026-10-14
Ballast Rock Private Wealth LLC	UNCHANGED	7,242	7,242	0	0%	$216.6K	$219.1K	+$2.5K	2026-10-26
IFP Advisors, Inc	DECREASED	7,140	7,219	-79	-1%	$215.9K	$216.1K	+$136	2026-10-16
CoreCap Advisors, LLC	DECREASED	5,553	6,199	-646	-10%	$185.4K	$168.0K	-$17.4K	2026-10-08
Keystone Financial Group, Inc.	UNCHANGED	4,991	4,991	0	0%	$149.3K	$151.0K	+$1.7K	2026-10-13
Harbor Investment Advisory, LLC	UNCHANGED	4,713	4,713	0	0%	$141.0K	$142.6K	+$1.6K	2026-10-13
Gilpin Wealth Management, LLC	INCREASED	3,900	2,500	+1,400	+56%	$74.8K	$118.0K	+$43.2K	2026-10-09
Evolution Wealth Management Inc.	INCREASED	2,838	2,783	+55	+2%	$83.2K	$85.9K	+$2.6K	2026-10-28
Root Financial Partners, LLC	NEW	857	—	+857	—	—	$25.9K	—	2026-10-21
PNC Financial Services Group, Inc.	NEW	100	—	+100	—	—	$3.0K	—	2026-11-06
Dhjj Financial Advisors, Ltd.	UNCHANGED	8	8	0	0%	$240	$243	+$3	2026-10-23
Winnacle Wealth LLC	CLOSED	0	8,712	-8,712	-100%	$260.6K	$0	-$260.6K	2026-10-15
NWF Advisory Services Inc.	CLOSED	0	6,800	-6,800	-100%	$203.4K	$0	-$203.4K	2026-10-19
Accurate Wealth Management, LLC	CLOSED	0	6,680	-6,680	-100%	$200.5K	$0	-$200.5K	2026-10-20
Woodard & Co Asset Management Group Inc	CLOSED	0	5,186	-5,186	-100%	$155.1K	$0	-$155.1K	2026-11-03
Financial Network Wealth Advisors LLC	CLOSED	0	133	-133	-100%	$4.0K	$0	-$4.0K	2026-10-28
Kingsview Wealth Management, LLC	N/A	—	1,602,395	-1,602,395	-100%	$47.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	384,434	-384,434	-100%	$11.5M	—	—	—
HighTower Advisors, LLC	N/A	—	210,806	-210,806	-100%	$6.3M	—	—	—
AE Wealth Management LLC	N/A	—	187,752	-187,752	-100%	$5.6M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	79,703	-79,703	-100%	$2.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	68,984	-68,984	-100%	$2.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	67,362	-67,362	-100%	$2.0M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	50,055	-50,055	-100%	$1.5M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	47,260	-47,260	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	39,288	-39,288	-100%	$1.2M	—	—	—
Centaurus Financial, Inc.	N/A	—	34,808	-34,808	-100%	$1.0M	—	—	—
World Investment Advisors	N/A	—	33,985	-33,985	-100%	$987.9K	—	—	—
LPL Financial LLC	N/A	—	28,702	-28,702	-100%	$858.5K	—	—	—
GWN Securities Inc.	N/A	—	27,428	-27,428	-100%	$820.4K	—	—	—
Sykon Capital LLC	N/A	—	27,160	-27,160	-100%	$812.4K	—	—	—
Harbour Investments, Inc.	N/A	—	26,194	-26,194	-100%	$783.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	26,100	-26,100	-100%	$780.7K	—	—	—
Sonoma Allocations LLC	N/A	—	22,943	-22,943	-100%	$686.9K	—	—	—
Raymond James Financial Inc	N/A	—	22,140	-22,140	-100%	$662.2K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	21,643	-21,643	-100%	$647.3K	—	—	—
MML Investors Services, LLC	N/A	—	19,986	-19,986	-100%	$597.8K	—	—	—
First Commonwealth Financial Corp	N/A	—	18,890	-18,890	-100%	$565.0K	—	—	—
Cassady Wealth & Retirement Planning, LLC	N/A	—	16,257	-16,257	-100%	$486.2K	—	—	—
Syon Capital LLC	N/A	—	16,111	-16,111	-100%	$481.9K	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	13,497	-13,497	-100%	$403.7K	—	—	—
Money Concepts Capital Corp	N/A	—	11,486	-11,486	-100%	$343.5K	—	—	—
CreativeOne Wealth, LLC	N/A	—	11,245	-11,245	-100%	$336.3K	—	—	—
Summit Financial, LLC	N/A	—	10,625	-10,625	-100%	$317.8K	—	—	—
Vantage Point Financial LLC	N/A	—	10,376	-10,376	-100%	$310.3K	—	—	—
Waverly Advisors, LLC	N/A	—	10,309	-10,309	-100%	$308.3K	—	—	—
Inspire Advisors, LLC	N/A	—	9,703	-9,703	-100%	$290.2K	—	—	—
Wealthgarden F.S. LLC	N/A	—	8,493	-8,493	-100%	$254.0K	—	—	—
Principal Securities, Inc.	N/A	—	7,432	-7,432	-100%	$222.3K	—	—	—
Florida Financial Advisors, LLC	N/A	—	7,020	-7,020	-100%	$210.0K	—	—	—
Benson Wealth Management Inc	N/A	—	5,742	-5,742	-100%	$171.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,456	-3,456	-100%	$103.4K	—	—	—
Allworth Financial LP	N/A	—	3,114	-3,114	-100%	$93.1K	—	—	—
UBS Group AG	N/A	—	1,664	-1,664	-100%	$49.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	858	-858	-100%	$25.7K	—	—	—
BFC Planning, Inc.	N/A	—	858	-858	-100%	$25.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	761	-761	-100%	$22.8K	—	—	—
IFG Advisory, LLC	N/A	—	235	-235	-100%	$7.0K	—	—	—
RED Reef Advisors LLC	N/A	—	180	-180	-100%	$5.4K	—	—	—

Showing 97 of 97 institutions