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Innovator Ladd Allo Buff ETF (BUFB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares497,571 from 457,665
Change+39,906 (+9%)
Value$20.0M (+$2.1M)
Filed 2026-11-06
Capital Wealth Management, LLC
INCREASED
Shares252,553 from 235,709
Change+16,844 (+7%)
Value$10.2M (+$907.9K)
Filed 2026-10-27
Syntegra Private Wealth Group, LLC
INCREASED
Shares204,455 from 191,269
Change+13,186 (+7%)
Value$8.2M (+$717.3K)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares196,524 from 200,219
Change-3,695 (-2%)
Value$8.0M (+$131.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares196,524 from 200,219
Change-3,695 (-2%)
Value$8.0M (+$131.3K)
Filed 2026-10-20
Columbia Advisory Partners LLC
DECREASED
Shares183,317 from 188,191
Change-4,874 (-3%)
Value$7.4M (-$13.2K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares166,540 from 168,722
Change-2,182 (-1%)
Value$6.7M (+$76.3K)
Filed 2026-11-02
KFG Wealth Management, LLC
DECREASED
Shares115,306 from 115,479
Change-173 (0%)
Value$4.6M (+$105.4K)
Filed 2026-10-16
Encompass More Asset Management
INCREASED
Shares107,730 from 85,704
Change+22,026 (+26%)
Value$4.3M (+$970.7K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
INCREASED
Shares98,863 from 85,010
Change+13,853 (+16%)
Value$4.0M (+$640.8K)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares89,459 from 111,396
Change-21,937 (-20%)
Value$3.6M (-$775.3K)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares77,386 from 80,399
Change-3,013 (-4%)
Value$3.1M (-$43.1K)
Filed 2026-10-20
Optima Capital LLC
INCREASED
Shares76,870 from 75,844
Change+1,026 (+1%)
Value$3.1M (+$115.1K)
Filed 2026-10-29
Bedel Financial Consulting, Inc.
INCREASED
Shares68,973 from 61,726
Change+7,247 (+12%)
Value$2.8M (+$352.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares62,651 from 69,595
Change-6,944 (-10%)
Value$2.5M (-$212.0K)
Filed 2026-11-02
AGH Wealth Advisors, LLC
NEW
Shares59,305
Change+59,305
Value$2.4M
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED
Shares50,657 from 49,314
Change+1,343 (+3%)
Value$2.0M (+$102.1K)
Filed 2026-11-04
Seros Financial, LLC
INCREASED
Shares49,865 from 49,188
Change+677 (+1%)
Value$2.0M (+$75.1K)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares46,003 from 47,464
Change-1,461 (-3%)
Value$1.9M (-$12.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares43,270 from 14,863
Change+28,407 (+191%)
Value$1.7M (+$1.2M)
Filed 2026-11-05
Diligent Investors, LLC
DECREASED
Shares36,840 from 38,160
Change-1,320 (-3%)
Value$1.5M (-$16.0K)
Filed 2026-10-21
Balance Wealth Partners LLC
DECREASED
Shares32,128 from 32,371
Change-243 (-1%)
Value$1.3M (+$21.7K)
Filed 2026-10-27
OFC Financial Planning, LLC
DECREASED
Shares30,306 from 30,766
Change-460 (-1%)
Value$1.2M (+$11.4K)
Filed 2026-11-06
Visionary Wealth Advisors
DECREASED
Shares28,994 from 29,894
Change-900 (-3%)
Value$1.2M (-$7.2K)
Filed 2026-11-04
Foronjy Financial LLC
INCREASED
Shares27,540 from 26,118
Change+1,422 (+5%)
Value$1.1M (+$82.7K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares27,488 from 18,970
Change+8,518 (+45%)
Value$1.1M (+$361.6K)
Filed 2026-10-30
Continuum Wealth Advisors, LLC
UNCHANGED
Shares25,380 from 25,380
Change0 (0%)
Value$1.0M (+$24.7K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares23,719 from 23,962
Change-243 (-1%)
Value$955.5K (+$13.5K)
Filed 2026-10-15
Curtis Advisory Group, LLC
UNCHANGED
Shares23,177 from 23,177
Change0 (0%)
Value$933.6K (+$22.6K)
Filed 2026-10-28
4J Wealth Management LLC
DECREASED
Shares18,406 from 19,354
Change-948 (-5%)
Value$741.4K (-$19.4K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares17,024 from 16,334
Change+690 (+4%)
Value$685.8K (+$43.7K)
Filed 2026-10-30
MKD Wealth Coaches, LLC
UNCHANGED
Shares15,740 from 15,740
Change0 (0%)
Value$634.1K (+$15.3K)
Filed 2026-10-09
RFG Advisory, LLC
DECREASED
Shares15,203 from 17,300
Change-2,097 (-12%)
Value$612.4K (-$67.6K)
Filed 2026-11-03
Vaquero Private Wealth, LTD
INCREASED
Shares14,500 from 8,700
Change+5,800 (+67%)
Value$584.1K (+$242.1K)
Filed 2026-10-27
Simplicity Wealth,LLC
DECREASED
Shares11,925 from 12,008
Change-83 (-1%)
Value$480.4K (+$8.3K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
UNCHANGED
Shares11,763 from 11,763
Change0 (0%)
Value$473.8K (+$11.4K)
Filed 2026-11-04
Integral Investment Advisors, Inc.
DECREASED
Shares11,400 from 12,250
Change-850 (-7%)
Value$459.2K (-$22.3K)
Filed 2026-11-03
Ibex Wealth Advisors
DECREASED
Shares9,627 from 10,132
Change-505 (-5%)
Value$387.8K (-$10.5K)
Filed 2026-11-06
VestGen Advisors, LLC
INCREASED
Shares9,617 from 7,064
Change+2,553 (+36%)
Value$387.4K (+$109.7K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares9,572 from 9,572
Change0 (0%)
Value$385.6K (+$9.3K)
Filed 2026-10-29
Chapman Financial Group, LLC
DECREASED
Shares8,860 from 9,010
Change-150 (-2%)
Value$356.9K (+$2.7K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
NEW
Shares8,277
Change+8,277
Value$333.4K
Filed 2026-11-04
Integrity Alliance, Llc.
UNCHANGED
Shares7,629 from 7,629
Change0 (0%)
Value$307.3K (+$7.4K)
Filed 2026-10-29
Crosspoint Financial, LLC
NEW
Shares6,500
Change+6,500
Value$261.8K
Filed 2026-11-03
Capital Investment Advisors, LLC
UNCHANGED
Shares5,880 from 5,880
Change0 (0%)
Value$236.9K (+$5.7K)
Filed 2026-10-22
D.B. Root & Company, LLC
DECREASED
Shares5,688 from 6,913
Change-1,225 (-18%)
Value$229.1K (-$42.6K)
Filed 2026-11-04
Balboa Wealth Partners
UNCHANGED
Shares5,375 from 5,375
Change0 (0%)
Value$216.5K (+$5.2K)
Filed 2026-10-20
Beacon Financial Advisory LLC
NEW
Shares5,338
Change+5,338
Value$215.0K
Filed 2026-10-16
McAdam, LLC
UNCHANGED
Shares5,224 from 5,224
Change0 (0%)
Value$210.4K (+$5.1K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
DECREASED
Shares5,215 from 6,589
Change-1,374 (-21%)
Value$210.6K (-$48.4K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares5,156 from 5,285
Change-129 (-2%)
Value$207.7K (-$54)
Filed 2026-10-08
Wealthcare Capital Management LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$205.4K (+$5.0K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED
Shares2,312 from 1,940
Change+372 (+19%)
Value$93.1K (+$16.9K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$60.4K (+$1.5K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$48.3K (+$1.2K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares1,006 from 87
Change+919 (+1056%)
Value$40.5K (+$37.1K)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$40.3K (+$973)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$16.3K (+$394)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
DECREASED
Shares151 from 219
Change-68 (-31%)
Value$6 (-$3)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$5.2K (+$127)
Filed 2026-10-16
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 6,589
Change-6,589 (-100%)
Value$0 (-$259.0K)
Filed 2026-10-21
Trail Ridge Investment Advisors, LLC
CLOSED
Shares0 from 5,346
Change-5,346 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,250
Change-4,250 (-100%)
Value$0 (-$167.1K)
Filed 2026-10-15
Raymond James Financial Inc
N/A
Shares— from 479,885
Change-479,885 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 318,684
Change-318,684 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 253,024
Change-253,024 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 234,909
Change-234,909 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 203,026
Change-203,026 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 169,322
Change-169,322 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 125,550
Change-125,550 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 122,906
Change-122,906 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 92,290
Change-92,290 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 76,625
Change-76,625 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 74,533
Change-74,533 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 70,509
Change-70,509 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 67,742
Change-67,742 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 65,588
Change-65,588 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 54,158
Change-54,158 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,284
Change-49,284 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 33,803
Change-33,803 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 33,702
Change-33,702 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 30,306
Change-30,306 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,447
Change-26,447 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 23,962
Change-23,962 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,597
Change-23,597 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,354
Change-19,354 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,228
Change-16,228 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,882
Change-12,882 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,132
Change-12,132 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,365
Change-10,365 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,985
Change-9,985 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 83
Change-83 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46
Change-46 (-100%)
Value—
Status
LPL Financial LLC
INCREASED497,571457,665+39,906+9%$18.0M$20.0M+$2.1M2026-11-06
Capital Wealth Management, LLC
INCREASED252,553235,709+16,844+7%$9.3M$10.2M+$907.9K2026-10-27
Syntegra Private Wealth Group, LLC
INCREASED204,455191,269+13,186+7%$7.5M$8.2M+$717.3K2026-10-13
Diversify Wealth Management, LLC
DECREASED196,524200,219-3,695-2%$7.8M$8.0M+$131.3K2026-10-20
Diversify Advisory Services, LLC
DECREASED196,524200,219-3,695-2%$7.8M$8.0M+$131.3K2026-10-20
Columbia Advisory Partners LLC
DECREASED183,317188,191-4,874-3%$7.4M$7.4M-$13.2K2026-10-15
Commonwealth Equity Services, LLC
DECREASED166,540168,722-2,182-1%$6.6M$6.7M+$76.3K2026-11-02
KFG Wealth Management, LLC
DECREASED115,306115,479-1730%$4.5M$4.6M+$105.4K2026-10-16
Encompass More Asset Management
INCREASED107,73085,704+22,026+26%$3.4M$4.3M+$970.7K2026-10-16
Heritage Wealth Management, Inc.
INCREASED98,86385,010+13,853+16%$3.3M$4.0M+$640.8K2026-10-28
Brookstone Capital Management
DECREASED89,459111,396-21,937-20%$4.4M$3.6M-$775.3K2026-10-22
Kathmere Capital Management, LLC
DECREASED77,38680,399-3,013-4%$3.2M$3.1M-$43.1K2026-10-20
Optima Capital LLC
INCREASED76,87075,844+1,026+1%$3.0M$3.1M+$115.1K2026-10-29
Bedel Financial Consulting, Inc.
INCREASED68,97361,726+7,247+12%$2.4M$2.8M+$352.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED62,65169,595-6,944-10%$2.7M$2.5M-$212.0K2026-11-02
AGH Wealth Advisors, LLC
NEW59,305—+59,305——$2.4M—2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED50,65749,314+1,343+3%$1.9M$2.0M+$102.1K2026-11-04
Seros Financial, LLC
INCREASED49,86549,188+677+1%$1.9M$2.0M+$75.1K2026-10-21
Kestra Advisory Services, LLC
DECREASED46,00347,464-1,461-3%$1.9M$1.9M-$12.7K2026-11-02
Bank of New York Mellon Corp
INCREASED43,27014,863+28,407+191%$584.3K$1.7M+$1.2M2026-11-05
Diligent Investors, LLC
DECREASED36,84038,160-1,320-3%$1.5M$1.5M-$16.0K2026-10-21
Balance Wealth Partners LLC
DECREASED32,12832,371-243-1%$1.3M$1.3M+$21.7K2026-10-27
OFC Financial Planning, LLC
DECREASED30,30630,766-460-1%$1.2M$1.2M+$11.4K2026-11-06
Visionary Wealth Advisors
DECREASED28,99429,894-900-3%$1.2M$1.2M-$7.2K2026-11-04
Foronjy Financial LLC
INCREASED27,54026,118+1,422+5%$1.0M$1.1M+$82.7K2026-10-14
Truist Financial Corp
INCREASED27,48818,970+8,518+45%$745.7K$1.1M+$361.6K2026-10-30
Continuum Wealth Advisors, LLC
UNCHANGED25,38025,38000%$997.7K$1.0M+$24.7K2026-10-20
Atria Investments, Inc
DECREASED23,71923,962-243-1%$941.9K$955.5K+$13.5K2026-10-15
Curtis Advisory Group, LLC
UNCHANGED23,17723,17700%$911.1K$933.6K+$22.6K2026-10-28
4J Wealth Management LLC
DECREASED18,40619,354-948-5%$760.8K$741.4K-$19.4K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED17,02416,334+690+4%$642.1K$685.8K+$43.7K2026-10-30
MKD Wealth Coaches, LLC
UNCHANGED15,74015,74000%$618.7K$634.1K+$15.3K2026-10-09
RFG Advisory, LLC
DECREASED15,20317,300-2,097-12%$680.1K$612.4K-$67.6K2026-11-03
Vaquero Private Wealth, LTD
INCREASED14,5008,700+5,800+67%$342.0K$584.1K+$242.1K2026-10-27
Simplicity Wealth,LLC
DECREASED11,92512,008-83-1%$472.0K$480.4K+$8.3K2026-10-23
Daymark Wealth Partners, LLC
UNCHANGED11,76311,76300%$462.4K$473.8K+$11.4K2026-11-04
Integral Investment Advisors, Inc.
DECREASED11,40012,250-850-7%$481.5K$459.2K-$22.3K2026-11-03
Ibex Wealth Advisors
DECREASED9,62710,132-505-5%$398.3K$387.8K-$10.5K2026-11-06
VestGen Advisors, LLC
INCREASED9,6177,064+2,553+36%$277.7K$387.4K+$109.7K2026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED9,5729,57200%$376.3K$385.6K+$9.3K2026-10-29
Chapman Financial Group, LLC
DECREASED8,8609,010-150-2%$354.2K$356.9K+$2.7K2026-10-26
Cornerstone Wealth Management, LLC
NEW8,277—+8,277——$333.4K—2026-11-04
Integrity Alliance, Llc.
UNCHANGED7,6297,62900%$299.9K$307.3K+$7.4K2026-10-29
Crosspoint Financial, LLC
NEW6,500—+6,500——$261.8K—2026-11-03
Capital Investment Advisors, LLC
UNCHANGED5,8805,88000%$231.1K$236.9K+$5.7K2026-10-22
D.B. Root & Company, LLC
DECREASED5,6886,913-1,225-18%$271.8K$229.1K-$42.6K2026-11-04
Balboa Wealth Partners
UNCHANGED5,3755,37500%$211.3K$216.5K+$5.2K2026-10-20
Beacon Financial Advisory LLC
NEW5,338—+5,338——$215.0K—2026-10-16
McAdam, LLC
UNCHANGED5,2245,22400%$205.4K$210.4K+$5.1K2026-10-21
Capital Asset Advisory Services LLC
DECREASED5,2156,589-1,374-21%$259.0K$210.6K-$48.4K2026-10-30
Farther Finance Advisors, LLC
DECREASED5,1565,285-129-2%$207.8K$207.7K-$542026-10-08
Wealthcare Capital Management LLC
UNCHANGED5,1005,10000%$200.5K$205.4K+$5.0K2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED2,3121,940+372+19%$76.3K$93.1K+$16.9K2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED1,5001,50000%$59.0K$60.4K+$1.5K2026-10-09
Silver Grove Financial Group, Inc.
UNCHANGED1,2001,20000%$47.2K$48.3K+$1.2K2026-11-05
CoreCap Advisors, LLC
INCREASED1,00687+919+1056%$3.4K$40.5K+$37.1K2026-10-08
Creative Financial Designs Inc
UNCHANGED1,0001,00000%$39.3K$40.3K+$9732026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED40540500%$15.9K$16.3K+$3942026-10-28
Hazlett, Burt & Watson, Inc.
DECREASED151219-68-31%$9$6-$32026-11-04
IFP Advisors, Inc
UNCHANGED13013000%$5.1K$5.2K+$1272026-10-16
Axxcess Wealth Management, LLC
CLOSED06,589-6,589-100%$259.0K$0-$259.0K2026-10-21
Trail Ridge Investment Advisors, LLC
CLOSED05,346-5,346-100%$210.2K$0-$210.2K2026-10-16
AdvisorNet Financial, Inc
CLOSED04,250-4,250-100%$167.1K$0-$167.1K2026-10-15
Raymond James Financial Inc
N/A—479,885-479,885-100%$18.9M———
HighTower Advisors, LLC
N/A—318,684-318,684-100%$12.5M———
Envestnet Asset Management Inc
N/A—253,024-253,024-100%$9.9M———
GWN Securities Inc.
N/A—234,909-234,909-100%$9.2M———
Osaic Holdings, Inc.
N/A—203,026-203,026-100%$8.0M———
Cetera Investment Advisers
N/A—169,322-169,322-100%$6.7M———
Sykon Capital LLC
N/A—125,550-125,550-100%$4.9M———
Principal Securities, Inc.
N/A—122,906-122,906-100%$4.8M———
Benson Wealth Management Inc
N/A—92,290-92,290-100%$3.6M———
Rockefeller Capital Management L.P.
N/A—76,625-76,625-100%$3.0M———
World Investment Advisors
N/A—74,533-74,533-100%$2.7M———
Susquehanna International Group, LLP
N/A—70,509-70,509-100%$2.8M———
Kingsview Wealth Management, LLC
N/A—67,742-67,742-100%$2.7M———
MTM Financial Group, LLC
N/A—65,588-65,588-100%$2.6M———
Wealthspire Retirement, LLC
N/A—54,158-54,158-100%$2.1M———
MML Investors Services, LLC
N/A—49,284-49,284-100%$1.9M———
CreativeOne Wealth, LLC
N/A—33,803-33,803-100%$1.3M———
Centaurus Financial, Inc.
N/A—33,702-33,702-100%$1.3M———
Old Mission Capital LLC
N/A—30,306-30,306-100%$1.2M———
Equitable Holdings, Inc.
N/A—26,447-26,447-100%$1.0M———
Advisory Services Network, LLC
N/A—23,962-23,962-100%$941.9K———
Steward Partners Investment Advisory, LLC
N/A—23,597-23,597-100%$927.6K———
Private Advisor Group, LLC
N/A—19,354-19,354-100%$760.8K———
Arax Advisory Partners
N/A—16,228-16,228-100%$637.9K———
Capital Analysts, LLC
N/A—14,861-14,861-100%$584.0K———
Harvest Investment Services, LLC
N/A—12,882-12,882-100%$506.4K———
Western Wealth Management, LLC
N/A—12,132-12,132-100%$476.9K———
Beacon Pointe Advisors, LLC
N/A—10,365-10,365-100%$407.4K———
Ameritas Advisory Services, LLC
N/A—9,985-9,985-100%$392.5K———
Cofg Advisors, LLC
N/A—6,775-6,775-100%$266.3K———
Dunhill Financial, LLC
N/A—3,410-3,410-100%$134.0K———
Oakmont Advisory Group, LLC
N/A—2,997-2,997-100%$117.8K———
BFC Planning, Inc.
N/A—1,710-1,710-100%$67.2K———
Global Retirement Partners, LLC
N/A—1,476-1,476-100%$58.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,013-1,013-100%$39.8K———
AE Wealth Management LLC
N/A—363-363-100%$14.3K———
Morgan Stanley
N/A—83-83-100%$3.3K———
JPMorgan Chase & Co
N/A—46-46-100%$1.8K———
Showing 101 of 101 institutions