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Innovator EDP ETF 1 YR July (ZJUL)

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
Shares203,260 from 227,129
Change-23,869 (-11%)
Value$6.1M (-$657.7K)
Filed 2026-11-02
Innovative Advisory Group, LLC
NEW
Shares177,278
Change+177,278
Value$5.4M
Filed 2026-10-13
Canandaigua National Bank & Trust Co
INCREASED
Shares129,266 from 115,087
Change+14,179 (+12%)
Value$3.9M (+$461.6K)
Filed 2026-10-07
Spectrum Advisors, Inc.
INCREASED
Shares125,437 from 22,137
Change+103,300 (+467%)
Value$3.8M (+$3.1M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares85,970 from 32,857
Change+53,113 (+162%)
Value$2.6M (+$1.6M)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares80,048 from 17,952
Change+62,096 (+346%)
Value$2.4M (+$1.9M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares70,329 from 41,790
Change+28,539 (+68%)
Value$2.1M (+$875.3K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
NEW
Shares51,899
Change+51,899
Value$1.6M
Filed 2026-10-13
Concurrent Investment Advisors, LLC
NEW
Shares50,138
Change+50,138
Value$1.5M
Filed 2026-10-16
Trek Financial, LLC
INCREASED
Shares49,035 from 43,511
Change+5,524 (+13%)
Value$1.5M (+$179.5K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares48,556 from 43,985
Change+4,571 (+10%)
Value$1.5M (+$150.8K)
Filed 2026-11-06
Triad Wealth Partners, LLC
INCREASED
Shares43,492 from 40,953
Change+2,539 (+6%)
Value$1.3M (+$82.3K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares43,023 from 15,197
Change+27,826 (+183%)
Value$1.3M (+$846.2K)
Filed 2026-10-22
Diligent Investors, LLC
DECREASED
Shares41,137 from 42,137
Change-1,000 (-2%)
Value$1.2M (-$18.3K)
Filed 2026-10-21
Lord & Richards Wealth Management, LLC
NEW
Shares40,803
Change+40,803
Value$1.2M
Filed 2026-10-14
Archer Investment Corp
INCREASED
Shares40,086 from 39,869
Change+217 (+1%)
Value$1.2M (+$17.9K)
Filed 2026-11-05
Cypress Wealth Services, LLC
INCREASED
Shares39,867 from 28,623
Change+11,244 (+39%)
Value$1.2M (+$354.9K)
Filed 2026-10-21
KFG Wealth Management, LLC
DECREASED
Shares39,122 from 43,009
Change-3,887 (-9%)
Value$1.2M (-$105.4K)
Filed 2026-10-16
Carmel Capital Partners, LLC
INCREASED
Shares35,980 from 25,700
Change+10,280 (+40%)
Value$1.1M (+$318.3K)
Filed 2026-11-03
Optima Capital LLC
NEW
Shares35,298
Change+35,298
Value$1.1M
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW
Shares34,079
Change+34,079
Value$1.0M
Filed 2026-10-13
Gill Capital Partners, LLC
NEW
Shares34,016
Change+34,016
Value$1.0M
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares32,123 from 23,891
Change+8,232 (+34%)
Value$975.6K (+$259.6K)
Filed 2026-10-15
IMG Wealth Management, Inc.
INCREASED
Shares30,046 from 29,043
Change+1,003 (+3%)
Value$909.0K (+$38.6K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares27,958 from 24,087
Change+3,871 (+16%)
Value$845.8K (+$124.0K)
Filed 2026-10-30
Virtue Capital Management, LLC
NEW
Shares25,956
Change+25,956
Value$785.3K
Filed 2026-10-29
Central Valley Advisors, LLC
DECREASED
Shares24,253 from 24,677
Change-424 (-2%)
Value$733.7K (-$5.8K)
Filed 2026-10-27
Lineweaver Wealth Advisors, LLC
INCREASED
Shares22,892 from 18,820
Change+4,072 (+22%)
Value$692.6K (+$128.5K)
Filed 2026-10-13
Kelly Financial Group LLC
INCREASED
Shares21,154 from 7,239
Change+13,915 (+192%)
Value$640.0K (+$423.0K)
Filed 2026-10-16
Brown Wealth Management, LLC
UNCHANGED
Shares20,012 from 20,012
Change0 (0%)
Value$605.4K (+$5.7K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares19,935 from 17,163
Change+2,772 (+16%)
Value$603.1K (+$88.7K)
Filed 2026-10-08
Encompass More Asset Management
NEW
Shares18,580
Change+18,580
Value$562.1K
Filed 2026-10-16
FC Advisory LLC
INCREASED
Shares17,872 from 17,376
Change+496 (+3%)
Value$540.7K (+$19.9K)
Filed 2026-10-05
Aegis Wealth Management, Inc.
INCREASED
Shares15,901 from 8,823
Change+7,078 (+80%)
Value$481.1K (+$216.6K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares14,985 from 14,985
Change0 (0%)
Value$449.1K ($0)
Filed 2026-11-06
Collaborative Wealth Managment Inc.
UNCHANGED
Shares14,723 from 14,723
Change0 (0%)
Value$445.4K (+$4.2K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares14,401 from 6,733
Change+7,668 (+114%)
Value$435.7K (+$233.9K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares12,796 from 8,771
Change+4,025 (+46%)
Value$387.1K (+$124.3K)
Filed 2026-10-13
Riverchase Wealth Management, LLC
UNCHANGED
Shares11,916 from 11,916
Change0 (0%)
Value$360.5K (+$3.4K)
Filed 2026-10-28
Souders Financial Advisors
UNCHANGED
Shares11,694 from 11,694
Change0 (0%)
Value$353.8K (+$3.3K)
Filed 2026-11-03
Blue Water Asset Management
NEW
Shares11,690
Change+11,690
Value$353.7K
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares11,418 from 9,580
Change+1,838 (+19%)
Value$346.5K (+$59.9K)
Filed 2026-10-27
Integrity Alliance, Llc.
UNCHANGED
Shares11,348 from 11,348
Change0 (0%)
Value$343.3K (+$3.2K)
Filed 2026-10-29
Evolution Wealth Management Inc.
INCREASED
Shares10,843 from 8,450
Change+2,393 (+28%)
Value$328.0K (+$74.8K)
Filed 2026-10-28
Spire Wealth Management
NEW
Shares10,337
Change+10,337
Value$312.7K
Filed 2026-10-30
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares9,813 from 9,813
Change0 (0%)
Value$296.9K (+$2.8K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares9,261 from 8,658
Change+603 (+7%)
Value$280.2K (+$20.7K)
Filed 2026-11-02
JIM Saulnier & Associates, LLC
DECREASED
Shares9,066 from 14,495
Change-5,429 (-37%)
Value$274.3K (-$160.1K)
Filed 2026-11-04
Insight Wealth Partners, LLC
NEW
Shares8,974
Change+8,974
Value$271.5K
Filed 2026-10-26
Jessup Wealth Management, Inc
NEW
Shares8,893
Change+8,893
Value$269.0K
Filed 2026-10-20
Soltis Investment Advisors LLC
DECREASED
Shares8,765 from 8,858
Change-93 (-1%)
Value$265.2K (-$284)
Filed 2026-10-28
Victory Financial Group, LLC
NEW
Shares8,576
Change+8,576
Value$259.5K
Filed 2026-10-27
Code Waechter LLC
UNCHANGED
Shares8,386 from 8,386
Change0 (0%)
Value$253.7K (+$2.4K)
Filed 2026-10-23
Valmark Advisers, Inc.
NEW
Shares8,242
Change+8,242
Value$249.4K
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
NEW
Shares8,220
Change+8,220
Value$248.7K
Filed 2026-11-03
Maia Wealth LLC
NEW
Shares8,100
Change+8,100
Value$245.1K
Filed 2026-10-19
Three Seasons Wealth, LLC
DECREASED
Shares8,000 from 10,116
Change-2,116 (-21%)
Value$242.0K (-$61.1K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares7,730 from 7,455
Change+275 (+4%)
Value$233.9K (+$10.4K)
Filed 2026-10-08
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares7,682 from 7,682
Change0 (0%)
Value$232.4K (+$2.2K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
NEW
Shares7,569
Change+7,569
Value$229.0K
Filed 2026-10-13
Merit Financial Group, LLC
NEW
Shares6,670
Change+6,670
Value$201.8K
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares6,051 from 3,000
Change+3,051 (+102%)
Value$183.1K (+$93.2K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares2,752 from 2,427
Change+325 (+13%)
Value$83.3K (+$10.5K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
INCREASED
Shares2,345 from 2,310
Change+35 (+2%)
Value$70.9K (+$1.7K)
Filed 2026-10-23
Barclays PLC
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$48.5K (+$455)
Filed 2026-11-06
Triumph Capital Management
NEW
Shares1,000
Change+1,000
Value$30.3K
Filed 2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED
Shares961 from 961
Change0 (0%)
Value$29.1K (+$273)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$23.3K (+$220)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
NEW
Shares267
Change+267
Value$8.1K
Filed 2026-11-04
Capital Investment Advisory Services, LLC
NEW
Shares83
Change+83
Value$2.5K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.2K (+$11)
Filed 2026-10-27
Osaic Holdings, Inc.
N/A
Shares— from 140,089
Change-140,089 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 111,165
Change-111,165 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 108,846
Change-108,846 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 107,150
Change-107,150 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 73,189
Change-73,189 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 70,177
Change-70,177 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 65,482
Change-65,482 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 51,777
Change-51,777 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 20,860
Change-20,860 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 20,537
Change-20,537 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,376
Change-20,376 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,490
Change-19,490 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18,650
Change-18,650 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,328
Change-17,328 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,584
Change-15,584 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,220
Change-15,220 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 14,366
Change-14,366 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 14,283
Change-14,283 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,628
Change-12,628 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 12,521
Change-12,521 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 12,485
Change-12,485 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,623
Change-11,623 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,089
Change-10,089 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,996
Change-7,996 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 6,179
Change-6,179 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 161
Change-161 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED203,260227,129-23,869-11%$6.8M$6.1M-$657.7K2026-11-02
Innovative Advisory Group, LLC
NEW177,278—+177,278——$5.4M—2026-10-13
Canandaigua National Bank & Trust Co
INCREASED129,266115,087+14,179+12%$3.4M$3.9M+$461.6K2026-10-07
Spectrum Advisors, Inc.
INCREASED125,43722,137+103,300+467%$663.4K$3.8M+$3.1M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED85,97032,857+53,113+162%$985.0K$2.6M+$1.6M2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED80,04817,952+62,096+346%$538.0K$2.4M+$1.9M2026-10-14
Kestra Advisory Services, LLC
INCREASED70,32941,790+28,539+68%$1.3M$2.1M+$875.3K2026-11-02
Signal Advisors Wealth, LLC
NEW51,899—+51,899——$1.6M—2026-10-13
Concurrent Investment Advisors, LLC
NEW50,138—+50,138——$1.5M—2026-10-16
Trek Financial, LLC
INCREASED49,03543,511+5,524+13%$1.3M$1.5M+$179.5K2026-10-29
LPL Financial LLC
INCREASED48,55643,985+4,571+10%$1.3M$1.5M+$150.8K2026-11-06
Triad Wealth Partners, LLC
INCREASED43,49240,953+2,539+6%$1.2M$1.3M+$82.3K2026-10-26
Brookstone Capital Management
INCREASED43,02315,197+27,826+183%$455.5K$1.3M+$846.2K2026-10-22
Diligent Investors, LLC
DECREASED41,13742,137-1,000-2%$1.3M$1.2M-$18.3K2026-10-21
Lord & Richards Wealth Management, LLC
NEW40,803—+40,803——$1.2M—2026-10-14
Archer Investment Corp
INCREASED40,08639,869+217+1%$1.2M$1.2M+$17.9K2026-11-05
Cypress Wealth Services, LLC
INCREASED39,86728,623+11,244+39%$857.8K$1.2M+$354.9K2026-10-21
KFG Wealth Management, LLC
DECREASED39,12243,009-3,887-9%$1.3M$1.2M-$105.4K2026-10-16
Carmel Capital Partners, LLC
INCREASED35,98025,700+10,280+40%$770.2K$1.1M+$318.3K2026-11-03
Optima Capital LLC
NEW35,298—+35,298——$1.1M—2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW34,079—+34,079——$1.0M—2026-10-13
Gill Capital Partners, LLC
NEW34,016—+34,016——$1.0M—2026-10-13
AdvisorNet Financial, Inc
INCREASED32,12323,891+8,232+34%$716.0K$975.6K+$259.6K2026-10-15
IMG Wealth Management, Inc.
INCREASED30,04629,043+1,003+3%$870.4K$909.0K+$38.6K2026-10-27
Truist Financial Corp
INCREASED27,95824,087+3,871+16%$721.9K$845.8K+$124.0K2026-10-30
Virtue Capital Management, LLC
NEW25,956—+25,956——$785.3K—2026-10-29
Central Valley Advisors, LLC
DECREASED24,25324,677-424-2%$739.6K$733.7K-$5.8K2026-10-27
Lineweaver Wealth Advisors, LLC
INCREASED22,89218,820+4,072+22%$564.0K$692.6K+$128.5K2026-10-13
Kelly Financial Group LLC
INCREASED21,1547,239+13,915+192%$217.0K$640.0K+$423.0K2026-10-16
Brown Wealth Management, LLC
UNCHANGED20,01220,01200%$599.8K$605.4K+$5.7K2026-10-20
Farther Finance Advisors, LLC
INCREASED19,93517,163+2,772+16%$514.4K$603.1K+$88.7K2026-10-08
Encompass More Asset Management
NEW18,580—+18,580——$562.1K—2026-10-16
FC Advisory LLC
INCREASED17,87217,376+496+3%$520.8K$540.7K+$19.9K2026-10-05
Aegis Wealth Management, Inc.
INCREASED15,9018,823+7,078+80%$264.4K$481.1K+$216.6K2026-10-26
Allworth Financial LP
UNCHANGED14,98514,98500%$449.1K$449.1K$02026-11-06
Collaborative Wealth Managment Inc.
UNCHANGED14,72314,72300%$441.2K$445.4K+$4.2K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED14,4016,733+7,668+114%$201.8K$435.7K+$233.9K2026-11-05
Independent Financial Group, LLC
INCREASED12,7968,771+4,025+46%$262.9K$387.1K+$124.3K2026-10-13
Riverchase Wealth Management, LLC
UNCHANGED11,91611,91600%$357.1K$360.5K+$3.4K2026-10-28
Souders Financial Advisors
UNCHANGED11,69411,69400%$350.5K$353.8K+$3.3K2026-11-03
Blue Water Asset Management
NEW11,690—+11,690——$353.7K—2026-11-04
Chicago Partners Investment Group LLC
INCREASED11,4189,580+1,838+19%$286.6K$346.5K+$59.9K2026-10-27
Integrity Alliance, Llc.
UNCHANGED11,34811,34800%$340.1K$343.3K+$3.2K2026-10-29
Evolution Wealth Management Inc.
INCREASED10,8438,450+2,393+28%$253.2K$328.0K+$74.8K2026-10-28
Spire Wealth Management
NEW10,337—+10,337——$312.7K—2026-10-30
Caliber Wealth Management, LLC / KS
UNCHANGED9,8139,81300%$294.1K$296.9K+$2.8K2026-11-04
Creative Planning
INCREASED9,2618,658+603+7%$259.5K$280.2K+$20.7K2026-11-02
JIM Saulnier & Associates, LLC
DECREASED9,06614,495-5,429-37%$434.4K$274.3K-$160.1K2026-11-04
Insight Wealth Partners, LLC
NEW8,974—+8,974——$271.5K—2026-10-26
Jessup Wealth Management, Inc
NEW8,893—+8,893——$269.0K—2026-10-20
Soltis Investment Advisors LLC
DECREASED8,7658,858-93-1%$265.5K$265.2K-$2842026-10-28
Victory Financial Group, LLC
NEW8,576—+8,576——$259.5K—2026-10-27
Code Waechter LLC
UNCHANGED8,3868,38600%$251.3K$253.7K+$2.4K2026-10-23
Valmark Advisers, Inc.
NEW8,242—+8,242——$249.4K—2026-11-06
Ashton Thomas Private Wealth, LLC
NEW8,220—+8,220——$248.7K—2026-11-03
Maia Wealth LLC
NEW8,100—+8,100——$245.1K—2026-10-19
Three Seasons Wealth, LLC
DECREASED8,00010,116-2,116-21%$303.2K$242.0K-$61.1K2026-11-03
CoreCap Advisors, LLC
INCREASED7,7307,455+275+4%$223.4K$233.9K+$10.4K2026-10-08
Allegiance Financial Group Advisory Services LLC
UNCHANGED7,6827,68200%$230.2K$232.4K+$2.2K2026-11-02
Dynamic Advisor Solutions LLC
NEW7,569—+7,569——$229.0K—2026-10-13
Merit Financial Group, LLC
NEW6,670—+6,670——$201.8K—2026-11-06
Creative Financial Designs Inc
INCREASED6,0513,000+3,051+102%$89.9K$183.1K+$93.2K2026-11-04
IFP Advisors, Inc
INCREASED2,7522,427+325+13%$72.7K$83.3K+$10.5K2026-10-16
Dhjj Financial Advisors, Ltd.
INCREASED2,3452,310+35+2%$69.2K$70.9K+$1.7K2026-10-23
Barclays PLC
UNCHANGED1,6031,60300%$48.0K$48.5K+$4552026-11-06
Triumph Capital Management
NEW1,000—+1,000——$30.3K—2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED96196100%$28.8K$29.1K+$2732026-10-28
Lanark Financial, Inc.
UNCHANGED77077000%$23.1K$23.3K+$2202026-10-26
EverSource Wealth Advisors, LLC
NEW267—+267——$8.1K—2026-11-04
Capital Investment Advisory Services, LLC
NEW83—+83——$2.5K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED383800%$1.1K$1.2K+$112026-10-27
Osaic Holdings, Inc.
N/A—140,089-140,089-100%$4.2M———
HighTower Advisors, LLC
N/A—111,165-111,165-100%$3.3M———
Cetera Investment Advisers
N/A—108,846-108,846-100%$3.3M———
Centaurus Financial, Inc.
N/A—107,150-107,150-100%$3.2M———
Raymond James Financial Inc
N/A—73,189-73,189-100%$2.2M———
Susquehanna International Group, LLP
N/A—70,177-70,177-100%$2.1M———
Captrust Financial Advisors
N/A—65,482-65,482-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—51,777-51,777-100%$1.6M———
Continuum Advisory, LLC
N/A—20,860-20,860-100%$625.2K———
Waverly Advisors, LLC
N/A—20,537-20,537-100%$615.5K———
NewEdge Advisors, LLC
N/A—20,376-20,376-100%$610.7K———
Main Street Financial Solutions, LLC
N/A—19,490-19,490-100%$584.1K———
Geneos Wealth Management Inc.
N/A—18,650-18,650-100%$558.9K———
Kingsview Wealth Management, LLC
N/A—17,328-17,328-100%$519.3K———
Mutual Advisors, LLC
N/A—15,584-15,584-100%$467.1K———
Envestnet Asset Management Inc
N/A—15,220-15,220-100%$456.1K———
Reliant Wealth Planning
N/A—14,366-14,366-100%$430.5K———
Tradition Wealth Management, LLC
N/A—14,283-14,283-100%$428.1K———
Advisory Services Network, LLC
N/A—12,628-12,628-100%$378.5K———
AssuredPartners Investment Advisors, LLC
N/A—12,521-12,521-100%$375.3K———
Glen Eagle Advisors, LLC
N/A—12,485-12,485-100%$374.2K———
NorthRock Partners, LLC
N/A—12,187-12,187-100%$365.2K———
Harbour Investments, Inc.
N/A—11,623-11,623-100%$348.3K———
Beck Capital Management, LLC
N/A—10,314-10,314-100%$309.1K———
CreativeOne Wealth, LLC
N/A—10,307-10,307-100%$308.9K———
Cerity Partners LLC
N/A—10,234-10,234-100%$306.7K———
GWN Securities Inc.
N/A—10,089-10,089-100%$302.4K———
Syon Capital LLC
N/A—9,700-9,700-100%$290.7K———
SageView Advisory Group, LLC
N/A—8,580-8,580-100%$257.1K———
MML Investors Services, LLC
N/A—7,996-7,996-100%$239.6K———
Steward Partners Investment Advisory, LLC
N/A—7,804-7,804-100%$233.9K———
Prasad Wealth Partners, LLC
N/A—6,875-6,875-100%$206.0K———
RED Reef Advisors LLC
N/A—6,179-6,179-100%$185.2K———
AE Wealth Management LLC
N/A—1,810-1,810-100%$54.2K———
Wells Fargo & Company
N/A—1,700-1,700-100%$50.9K———
IFG Advisory, LLC
N/A—1,000-1,000-100%$30.0K———
Morgan Stanley
N/A—161-161-100%$4.8K———
Showing 108 of 108 institutions