Innovator US EQ 10 Buffer (ZALT)

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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Grant Street Asset Management, Inc.

INCREASED

Shares794,865 from 774,762

Change+20,103 (+3%)

Value$27.5M (+$1.2M)

Filed 2026-10-26

CRA Financial Services, LLC

INCREASED

Shares446,758 from 416,213

Change+30,545 (+7%)

Value$15.4M (+$1.3M)

Filed 2026-10-16

D.B. Root & Company, LLC

INCREASED

Shares345,729 from 343,193

Change+2,536 (+1%)

Value$11.9M (+$317.5K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares315,557 from 381,132

Change-65,575 (-17%)

Value$10.9M (-$2.0M)

Filed 2026-11-02

Bullseye Investment Management, LLC

INCREASED

Shares256,926 from 247,707

Change+9,219 (+4%)

Value$8.9M (+$484.4K)

Filed 2026-10-29

Sigma Planning Corp

INCREASED

Shares249,939 from 235,381

Change+14,558 (+6%)

Value$8.6M (+$660.6K)

Filed 2026-10-23

Sovran Advisors, LLC

INCREASED

Shares236,233 from 183,027

Change+53,206 (+29%)

Value$8.2M (+$2.0M)

Filed 2026-11-02

Axxcess Wealth Management, LLC

INCREASED

Shares181,566 from 175,776

Change+5,790 (+3%)

Value$6.3M (+$317.8K)

Filed 2026-10-21

Truist Financial Corp

DECREASED

Shares178,496 from 184,059

Change-5,563 (-3%)

Value$6.2M (-$68.8K)

Filed 2026-10-30

Atria Investments, Inc

INCREASED

Shares159,650 from 158,566

Change+1,084 (+1%)

Value$5.5M (+$143.7K)

Filed 2026-10-15

Brookstone Capital Management

DECREASED

Shares149,174 from 470,206

Change-321,032 (-68%)

Value$5.2M (-$10.8M)

Filed 2026-10-22

Comprehensive Financial Consultants Institutional, Inc.

INCREASED

Shares144,234 from 136,367

Change+7,867 (+6%)

Value$5.0M (+$363.1K)

Filed 2026-10-15

Triumph Capital Management

DECREASED

Shares131,583 from 139,149

Change-7,566 (-5%)

Value$4.5M (-$168.1K)

Filed 2026-10-14

Uniting Wealth Partners, LLC

NEW

Shares126,726

Change+126,726

Value$4.4M

Filed 2026-11-06

Sagespring Wealth Partners, LLC

INCREASED

Shares113,611 from 108,936

Change+4,675 (+4%)

Value$3.9M (+$234.5K)

Filed 2026-10-22

Macco Financial Group, Inc.

INCREASED

Shares108,665 from 103,128

Change+5,537 (+5%)

Value$3.8M (+$260.3K)

Filed 2026-11-05

Schulz Wealth, Ltd.

INCREASED

Shares84,606 from 43,935

Change+40,671 (+93%)

Value$2.9M (+$1.4M)

Filed 2026-11-03

KFG Wealth Management, LLC

INCREASED

Shares83,098 from 79,251

Change+3,847 (+5%)

Value$2.9M (+$186.0K)

Filed 2026-10-16

Transce3nd, LLC

NEW

Shares79,425

Change+79,425

Value$2.8M

Filed 2026-10-26

Insight Wealth Partners, LLC

INCREASED

Shares53,064 from 45,284

Change+7,780 (+17%)

Value$1.8M (+$299.1K)

Filed 2026-10-26

Visionary Wealth Advisors

NEW

Shares50,250

Change+50,250

Value$1.7M

Filed 2026-11-04

Claro Advisors Inc.

INCREASED

Shares43,430 from 38,150

Change+5,280 (+14%)

Value$1.5M (+$207.9K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares39,423 from 35,090

Change+4,333 (+12%)

Value$1.4M (+$174.0K)

Filed 2026-11-02

Sugar Maple Asset Management, LLC

DECREASED

Shares35,137 from 43,545

Change-8,408 (-19%)

Value$1.2M (-$261.2K)

Filed 2026-10-13

SteelPeak Wealth, LLC

NEW

Shares35,064

Change+35,064

Value$1.2M

Filed 2026-10-16

Independent Financial Group, LLC

INCREASED

Shares31,986 from 29,468

Change+2,518 (+9%)

Value$1.1M (+$106.7K)

Filed 2026-10-13

Woodard & Co Asset Management Group Inc

DECREASED

Shares25,685 from 34,429

Change-8,744 (-25%)

Value$887.2K (-$279.0K)

Filed 2026-11-03

Kestra Private Wealth Services, LLC

DECREASED

Shares24,456 from 26,419

Change-1,963 (-7%)

Value$844.7K (-$50.1K)

Filed 2026-10-30

Ballast Rock Private Wealth LLC

INCREASED

Shares20,409 from 19,144

Change+1,265 (+7%)

Value$704.9K (+$56.5K)

Filed 2026-10-26

October Effect Ltd

INCREASED

Shares19,827 from 16,623

Change+3,204 (+19%)

Value$684.8K (+$121.8K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares19,520 from 20,895

Change-1,375 (-7%)

Value$678.3K (-$29.6K)

Filed 2026-10-20

Diversify Wealth Management, LLC

DECREASED

Shares19,520 from 20,895

Change-1,375 (-7%)

Value$678.3K (-$29.6K)

Filed 2026-10-20

CoreCap Advisors, LLC

INCREASED

Shares16,324 from 14,887

Change+1,437 (+10%)

Value$563.8K (+$59.6K)

Filed 2026-10-08

Central Valley Advisors, LLC

INCREASED

Shares16,231 from 10,351

Change+5,880 (+57%)

Value$560.6K (+$210.0K)

Filed 2026-10-27

Private Trust Co NA

NEW

Shares15,371

Change+15,371

Value$530.9K

Filed 2026-10-20

Range Financial Group LLC

INCREASED

Shares14,533 from 9,461

Change+5,072 (+54%)

Value$502.0K (+$181.5K)

Filed 2026-10-21

Trek Financial, LLC

UNCHANGED

Shares13,908 from 13,908

Change0 (0%)

Value$480.4K (+$9.3K)

Filed 2026-10-29

Vise Technologies, Inc.

NEW

Shares12,220

Change+12,220

Value$422.1K

Filed 2026-10-29

BFI Wealth Solutions, LLC

INCREASED

Shares10,150 from 9,685

Change+465 (+5%)

Value$350.6K (+$22.5K)

Filed 2026-10-16

Hofer & Associates. Inc

NEW

Shares9,972

Change+9,972

Value$344.4K

Filed 2026-10-13

RED Crane Wealth Management, LLC

INCREASED

Shares9,972 from 7,139

Change+2,833 (+40%)

Value$344.4K (+$102.6K)

Filed 2026-10-14

Integrity Alliance, Llc.

UNCHANGED

Shares8,310 from 8,310

Change0 (0%)

Value$287.0K (+$5.6K)

Filed 2026-10-29

Signature Estate & Investment Advisors LLC

INCREASED

Shares8,246 from 7,475

Change+771 (+10%)

Value$284.8K (+$31.6K)

Filed 2026-10-13

Daymark Wealth Partners, LLC

UNCHANGED

Shares7,503 from 7,503

Change0 (0%)

Value$259.2K (+$5.0K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares7,107 from 5,712

Change+1,395 (+24%)

Value$245.5K (+$52.0K)

Filed 2026-10-16

Virtue Capital Management, LLC

DECREASED

Shares6,873 from 8,163

Change-1,290 (-16%)

Value$237.4K (-$39.1K)

Filed 2026-10-29

Capital Investment Advisory Services, LLC

UNCHANGED

Shares5,923 from 5,923

Change0 (0%)

Value$204.6K (+$4.0K)

Filed 2026-10-30

ATX Financial Planning, LLC

DECREASED

Shares5,871 from 6,028

Change-157 (-3%)

Value$202.8K (-$1.4K)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares5,022 from 2,000

Change+3,022 (+151%)

Value$173.5K (+$105.7K)

Filed 2026-10-08

Keystone Financial Group, Inc.

UNCHANGED

Shares2,001 from 2,001

Change0 (0%)

Value$69.1K (+$1.3K)

Filed 2026-10-13

Prairie Wealth Advisors, Inc.

NEW

Shares0

Change0

Value$1.5M

Filed 2026-10-29

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

CLOSED

Shares0 from 93,983

Change-93,983 (-100%)

Value$0 (-$3.2M)

Filed 2026-10-14

Smart Wealth LLC

CLOSED

Shares0 from 37,185

Change-37,185 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-04

Kestra Advisory Services, LLC

CLOSED

Shares0 from 18,014

Change-18,014 (-100%)

Value$0 (-$610.1K)

Filed 2026-11-02

Wealthquest Corp

N/A

Shares— from 3,901,450

Change-3,901,450 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,583,793

Change-1,583,793 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 787,692

Change-787,692 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 685,455

Change-685,455 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 636,780

Change-636,780 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 505,210

Change-505,210 (-100%)

Value—

Pitti Group Wealth Management, LLC

N/A

Shares— from 378,737

Change-378,737 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 270,813

Change-270,813 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 250,620

Change-250,620 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 246,813

Change-246,813 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 221,613

Change-221,613 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 180,326

Change-180,326 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 158,286

Change-158,286 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 155,183

Change-155,183 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 90,907

Change-90,907 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 90,064

Change-90,064 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 68,492

Change-68,492 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 61,057

Change-61,057 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 58,493

Change-58,493 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 57,050

Change-57,050 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 46,291

Change-46,291 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 41,309

Change-41,309 (-100%)

Value—

Secured Retirement Advisors, LLC

N/A

Shares— from 37,021

Change-37,021 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 36,596

Change-36,596 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 31,706

Change-31,706 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 29,723

Change-29,723 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 26,048

Change-26,048 (-100%)

Value—

Addison Capital Co

N/A

Shares— from 25,440

Change-25,440 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 24,770

Change-24,770 (-100%)

Value—

Summit Wealth Partners, LLC

N/A

Shares— from 24,697

Change-24,697 (-100%)

Value—

Nest Investments, LLC

N/A

Shares— from 24,546

Change-24,546 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 20,351

Change-20,351 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 19,829

Change-19,829 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 19,444

Change-19,444 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 17,808

Change-17,808 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 16,950

Change-16,950 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 16,893

Change-16,893 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 16,508

Change-16,508 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 12,490

Change-12,490 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 11,767

Change-11,767 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 10,132

Change-10,132 (-100%)

Value—

Share Andrew L.

N/A

Shares— from 9,930

Change-9,930 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 9,815

Change-9,815 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 8,541

Change-8,541 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 8,297

Change-8,297 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 8,121

Change-8,121 (-100%)

Value—

Vistica Wealth Advisors, LLC

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Beck Capital Management, LLC

N/A

Shares— from 6,450

Change-6,450 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,342

Change-6,342 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 6,123

Change-6,123 (-100%)

Value—

Castle Wealth Management LLC

N/A

Shares— from 5,945

Change-5,945 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 5,628

Change-5,628 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,098

Change-1,098 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 951

Change-951 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 422

Change-422 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 113

Change-113 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 37

Change-37 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Grant Street Asset Management, Inc.	INCREASED	794,865	774,762	+20,103	+3%	$26.2M	$27.5M	+$1.2M	2026-10-26
CRA Financial Services, LLC	INCREASED	446,758	416,213	+30,545	+7%	$14.1M	$15.4M	+$1.3M	2026-10-16
D.B. Root & Company, LLC	INCREASED	345,729	343,193	+2,536	+1%	$11.6M	$11.9M	+$317.5K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	315,557	381,132	-65,575	-17%	$12.9M	$10.9M	-$2.0M	2026-11-02
Bullseye Investment Management, LLC	INCREASED	256,926	247,707	+9,219	+4%	$8.4M	$8.9M	+$484.4K	2026-10-29
Sigma Planning Corp	INCREASED	249,939	235,381	+14,558	+6%	$8.0M	$8.6M	+$660.6K	2026-10-23
Sovran Advisors, LLC	INCREASED	236,233	183,027	+53,206	+29%	$6.2M	$8.2M	+$2.0M	2026-11-02
Axxcess Wealth Management, LLC	INCREASED	181,566	175,776	+5,790	+3%	$6.0M	$6.3M	+$317.8K	2026-10-21
Truist Financial Corp	DECREASED	178,496	184,059	-5,563	-3%	$6.2M	$6.2M	-$68.8K	2026-10-30
Atria Investments, Inc	INCREASED	159,650	158,566	+1,084	+1%	$5.4M	$5.5M	+$143.7K	2026-10-15
Brookstone Capital Management	DECREASED	149,174	470,206	-321,032	-68%	$15.9M	$5.2M	-$10.8M	2026-10-22
Comprehensive Financial Consultants Institutional, Inc.	INCREASED	144,234	136,367	+7,867	+6%	$4.6M	$5.0M	+$363.1K	2026-10-15
Triumph Capital Management	DECREASED	131,583	139,149	-7,566	-5%	$4.7M	$4.5M	-$168.1K	2026-10-14
Uniting Wealth Partners, LLC	NEW	126,726	—	+126,726	—	—	$4.4M	—	2026-11-06
Sagespring Wealth Partners, LLC	INCREASED	113,611	108,936	+4,675	+4%	$3.7M	$3.9M	+$234.5K	2026-10-22
Macco Financial Group, Inc.	INCREASED	108,665	103,128	+5,537	+5%	$3.5M	$3.8M	+$260.3K	2026-11-05
Schulz Wealth, Ltd.	INCREASED	84,606	43,935	+40,671	+93%	$1.5M	$2.9M	+$1.4M	2026-11-03
KFG Wealth Management, LLC	INCREASED	83,098	79,251	+3,847	+5%	$2.7M	$2.9M	+$186.0K	2026-10-16
Transce3nd, LLC	NEW	79,425	—	+79,425	—	—	$2.8M	—	2026-10-26
Insight Wealth Partners, LLC	INCREASED	53,064	45,284	+7,780	+17%	$1.5M	$1.8M	+$299.1K	2026-10-26
Visionary Wealth Advisors	NEW	50,250	—	+50,250	—	—	$1.7M	—	2026-11-04
Claro Advisors Inc.	INCREASED	43,430	38,150	+5,280	+14%	$1.3M	$1.5M	+$207.9K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	39,423	35,090	+4,333	+12%	$1.2M	$1.4M	+$174.0K	2026-11-02
Sugar Maple Asset Management, LLC	DECREASED	35,137	43,545	-8,408	-19%	$1.5M	$1.2M	-$261.2K	2026-10-13
SteelPeak Wealth, LLC	NEW	35,064	—	+35,064	—	—	$1.2M	—	2026-10-16
Independent Financial Group, LLC	INCREASED	31,986	29,468	+2,518	+9%	$998.1K	$1.1M	+$106.7K	2026-10-13
Woodard & Co Asset Management Group Inc	DECREASED	25,685	34,429	-8,744	-25%	$1.2M	$887.2K	-$279.0K	2026-11-03
Kestra Private Wealth Services, LLC	DECREASED	24,456	26,419	-1,963	-7%	$894.8K	$844.7K	-$50.1K	2026-10-30
Ballast Rock Private Wealth LLC	INCREASED	20,409	19,144	+1,265	+7%	$648.4K	$704.9K	+$56.5K	2026-10-26
October Effect Ltd	INCREASED	19,827	16,623	+3,204	+19%	$563.0K	$684.8K	+$121.8K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	19,520	20,895	-1,375	-7%	$707.9K	$678.3K	-$29.6K	2026-10-20
Diversify Wealth Management, LLC	DECREASED	19,520	20,895	-1,375	-7%	$707.9K	$678.3K	-$29.6K	2026-10-20
CoreCap Advisors, LLC	INCREASED	16,324	14,887	+1,437	+10%	$504.2K	$563.8K	+$59.6K	2026-10-08
Central Valley Advisors, LLC	INCREASED	16,231	10,351	+5,880	+57%	$350.6K	$560.6K	+$210.0K	2026-10-27
Private Trust Co NA	NEW	15,371	—	+15,371	—	—	$530.9K	—	2026-10-20
Range Financial Group LLC	INCREASED	14,533	9,461	+5,072	+54%	$320.4K	$502.0K	+$181.5K	2026-10-21
Trek Financial, LLC	UNCHANGED	13,908	13,908	0	0%	$471.1K	$480.4K	+$9.3K	2026-10-29
Vise Technologies, Inc.	NEW	12,220	—	+12,220	—	—	$422.1K	—	2026-10-29
BFI Wealth Solutions, LLC	INCREASED	10,150	9,685	+465	+5%	$328.0K	$350.6K	+$22.5K	2026-10-16
Hofer & Associates. Inc	NEW	9,972	—	+9,972	—	—	$344.4K	—	2026-10-13
RED Crane Wealth Management, LLC	INCREASED	9,972	7,139	+2,833	+40%	$241.8K	$344.4K	+$102.6K	2026-10-14
Integrity Alliance, Llc.	UNCHANGED	8,310	8,310	0	0%	$281.5K	$287.0K	+$5.6K	2026-10-29
Signature Estate & Investment Advisors LLC	INCREASED	8,246	7,475	+771	+10%	$253.2K	$284.8K	+$31.6K	2026-10-13
Daymark Wealth Partners, LLC	UNCHANGED	7,503	7,503	0	0%	$254.1K	$259.2K	+$5.0K	2026-11-04
IFP Advisors, Inc	INCREASED	7,107	5,712	+1,395	+24%	$193.5K	$245.5K	+$52.0K	2026-10-16
Virtue Capital Management, LLC	DECREASED	6,873	8,163	-1,290	-16%	$276.5K	$237.4K	-$39.1K	2026-10-29
Capital Investment Advisory Services, LLC	UNCHANGED	5,923	5,923	0	0%	$200.6K	$204.6K	+$4.0K	2026-10-30
ATX Financial Planning, LLC	DECREASED	5,871	6,028	-157	-3%	$204.2K	$202.8K	-$1.4K	2026-10-14
Farther Finance Advisors, LLC	INCREASED	5,022	2,000	+3,022	+151%	$67.7K	$173.5K	+$105.7K	2026-10-08
Keystone Financial Group, Inc.	UNCHANGED	2,001	2,001	0	0%	$67.8K	$69.1K	+$1.3K	2026-10-13
Prairie Wealth Advisors, Inc.	NEW	0	—	0	—	—	$1.5M	—	2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	CLOSED	0	93,983	-93,983	-100%	$3.2M	$0	-$3.2M	2026-10-14
Smart Wealth LLC	CLOSED	0	37,185	-37,185	-100%	$1.3M	$0	-$1.3M	2026-11-04
Kestra Advisory Services, LLC	CLOSED	0	18,014	-18,014	-100%	$610.1K	$0	-$610.1K	2026-11-02
Wealthquest Corp	N/A	—	3,901,450	-3,901,450	-100%	$132.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,583,793	-1,583,793	-100%	$53.6M	—	—	—
Captrust Financial Advisors	N/A	—	787,692	-787,692	-100%	$26.7M	—	—	—
Raymond James Financial Inc	N/A	—	685,455	-685,455	-100%	$23.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	636,780	-636,780	-100%	$21.6M	—	—	—
Centaurus Financial, Inc.	N/A	—	505,210	-505,210	-100%	$17.1M	—	—	—
Pitti Group Wealth Management, LLC	N/A	—	378,737	-378,737	-100%	$12.8M	—	—	—
MML Investors Services, LLC	N/A	—	270,813	-270,813	-100%	$9.2M	—	—	—
Cetera Investment Advisers	N/A	—	250,620	-250,620	-100%	$8.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	246,813	-246,813	-100%	$8.4M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	221,613	-221,613	-100%	$7.5M	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	180,326	-180,326	-100%	$6.1M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	158,286	-158,286	-100%	$5.4M	—	—	—
Pallas Capital Advisors LLC	N/A	—	155,183	-155,183	-100%	$5.3M	—	—	—
MTM Financial Group, LLC	N/A	—	90,907	-90,907	-100%	$3.1M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	90,064	-90,064	-100%	$3.1M	—	—	—
CreativeOne Wealth, LLC	N/A	—	68,492	-68,492	-100%	$2.3M	—	—	—
Belpointe Asset Management LLC	N/A	—	61,057	-61,057	-100%	$2.1M	—	—	—
Advisory Services Network, LLC	N/A	—	58,493	-58,493	-100%	$2.0M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	57,050	-57,050	-100%	$1.9M	—	—	—
Mutual Advisors, LLC	N/A	—	46,291	-46,291	-100%	$1.6M	—	—	—
Hollencrest Capital Management	N/A	—	41,309	-41,309	-100%	$1.4M	—	—	—
Secured Retirement Advisors, LLC	N/A	—	37,021	-37,021	-100%	$1.3M	—	—	—
LPL Financial LLC	N/A	—	36,596	-36,596	-100%	$1.2M	—	—	—
PlanVest Financial, Inc	N/A	—	31,706	-31,706	-100%	$1.1M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	29,723	-29,723	-100%	$1.0M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	26,048	-26,048	-100%	$882.2K	—	—	—
Addison Capital Co	N/A	—	25,440	-25,440	-100%	$861.7K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	24,770	-24,770	-100%	$839.0K	—	—	—
Summit Wealth Partners, LLC	N/A	—	24,697	-24,697	-100%	$836.5K	—	—	—
Nest Investments, LLC	N/A	—	24,546	-24,546	-100%	$831.4K	—	—	—
NewEdge Wealth, LLC	N/A	—	20,351	-20,351	-100%	$689.3K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	19,829	-19,829	-100%	$671.6K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	19,444	-19,444	-100%	$658.6K	—	—	—
Crux Wealth Advisors	N/A	—	17,808	-17,808	-100%	$603.2K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	16,950	-16,950	-100%	$574.1K	—	—	—
AE Wealth Management LLC	N/A	—	16,893	-16,893	-100%	$572.2K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	16,508	-16,508	-100%	$559.1K	—	—	—
Harbour Investments, Inc.	N/A	—	12,490	-12,490	-100%	$423.0K	—	—	—
GWN Securities Inc.	N/A	—	11,767	-11,767	-100%	$398.5K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	10,132	-10,132	-100%	$343.2K	—	—	—
Share Andrew L.	N/A	—	9,930	-9,930	-100%	$336.3K	—	—	—
Vantage Point Financial LLC	N/A	—	9,815	-9,815	-100%	$332.4K	—	—	—
IHT Wealth Management, LLC	N/A	—	8,541	-8,541	-100%	$289.3K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	8,297	-8,297	-100%	$281.0K	—	—	—
Calton & Associates, Inc.	N/A	—	8,121	-8,121	-100%	$275.1K	—	—	—
Vistica Wealth Advisors, LLC	N/A	—	7,900	-7,900	-100%	$267.6K	—	—	—
Beck Capital Management, LLC	N/A	—	6,450	-6,450	-100%	$218.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,342	-6,342	-100%	$214.8K	—	—	—
Cary Street Partners Financial LLC	N/A	—	6,123	-6,123	-100%	$207.4K	—	—	—
Castle Wealth Management LLC	N/A	—	5,945	-5,945	-100%	$201.4K	—	—	—
Capital Analysts, LLC	N/A	—	5,628	-5,628	-100%	$191.0K	—	—	—
WealthShield Partners, LLC	N/A	—	3,400	-3,400	-100%	$115.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,098	-1,098	-100%	$37.2K	—	—	—
Caitlin John, LLC	N/A	—	951	-951	-100%	$32.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	422	-422	-100%	$14.3K	—	—	—
Huntington National Bank	N/A	—	113	-113	-100%	$3.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	43	-43	-100%	$1.5K	—	—	—
Wells Fargo & Company	N/A	—	37	-37	-100%	$1.3K	—	—	—
JPMorgan Chase & Co	N/A	—	2	-2	-100%	$83	—	—	—

Showing 114 of 114 institutions