Innovator ETFs Trust - PMAR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,732,025 | 77,282 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,535,368 | 73,344 | 0.56% | 0.56% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 751,815 | 35,913 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 665,263 | 32,570 | 5.59% | 5.64% | 4 | -8,572 | -1.27% | Q3 2026 | Oct 14, 2026 |
| Focus Partners Wealth | History | No change | 579,545 | 27,684 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 310,087 | 14,812 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 263,206 | 12,573 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 215,899 | 10,313 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 192,931 | 9,445 | 0.03% | 0.03% | 9 | -698 | -0.36% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 187,352 | 9,172 | 0.01% | 0.02% | 10 | -113,894 | -37.81% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 174,811 | 8,350 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 148,604 | 7,275 | 0.21% | 0.21% | 12 | -858 | -0.57% | Q3 2026 | Oct 08, 2026 |
| Brookstone Capital Management | History | Reduced | 135,888 | 6,652 | 0.07% | 0.34% | 13 | -570,772 | -80.77% | Q3 2026 | Oct 22, 2026 |
| Bellwether Advisors, LLC | History | No change | 129,657 | 6,193 | 0.92% | 0.92% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 126,190 | 6,028 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 122,750 | 5,863 | 2.73% | 2.73% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 113,908 | 5,441 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 107,812 | 5,150 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 95,476 | 4,674 | 0.01% | 0.01% | 19 | -3,277 | -3.32% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 92,444 | 4,523 | 2.17% | 2.26% | 20 | -519 | -0.56% | Q3 2026 | Oct 27, 2026 |
| Diligent Investors, LLC | History | Reduced | 89,690 | 4,391 | 0.97% | 0.97% | 21 | -1,956 | -2.13% | Q3 2026 | Oct 21, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 88,467 | 4,331 | 0.47% | 0.49% | 22 | -3,043 | -3.33% | Q3 2026 | Oct 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 87,341 | 4,172 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 87,119 | 4,161 | 0.35% | 0.35% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, LLC | History | No change | 86,672 | 4,140 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 80,158 | 3,924 | 3.24% | 3.22% | 26 | -2,227 | -2.7% | Q3 2026 | Oct 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 79,385 | 3,792 | 0.5% | 0.5% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 78,325 | 3,741 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 77,628 | 3,708 | 1.59% | 1.59% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 70,973 | 3,490 | 0.01% | 0.0% | 30 | +37,506 | 112.07% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 69,785 | 3,416 | 0.0% | 0.01% | 31 | -56,498 | -44.74% | Q3 2026 | Oct 30, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 68,051 | 3,348 | 0.05% | 0.06% | 32 | -2,108 | -3.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 68,051 | 3,348 | 0.05% | 0.06% | 33 | -2,108 | -3.0% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 69,142 | 3,302 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 69,129 | 3,302 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 65,506 | 3,207 | 0.02% | 0.01% | 36 | +49,097 | 299.21% | Q3 2026 | Oct 16, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 64,995 | 3,182 | 2.18% | 2.3% | 37 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MAI Capital Management | History | No change | 64,991 | 3,104 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 64,559 | 3,083 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 62,544 | 2,987 | 0.42% | 0.42% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 59,682 | 2,921 | 0.32% | 0.33% | 41 | -540 | -0.9% | Q3 2026 | Oct 16, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 59,433 | 2,909 | 0.64% | 0.68% | 42 | -100 | -0.17% | Q3 2026 | Oct 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 59,764 | 2,854 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WPWealth LLP | History | No change | 59,279 | 2,831 | 0.42% | 0.42% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 57,743 | 2,827 | 0.77% | 0.74% | 45 | -475 | -0.82% | Q3 2026 | Oct 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 57,688 | 2,773 | 1.0% | 1.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BCS Wealth Management | History | Reduced | 55,979 | 2,740 | 0.49% | 0.48% | 47 | -393 | -0.7% | Q3 2026 | Nov 03, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 55,420 | 2,724 | 0.6% | 0.58% | 48 | -511 | -0.91% | Q3 2026 | Oct 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 54,417 | 2,664 | 0.04% | 0.05% | 49 | -2,355 | -4.15% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 51,076 | 2,440 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 50,449 | 2,409 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Reduced | 47,598 | 2,330 | 0.07% | 0.07% | 52 | -1,426 | -2.91% | Q3 2026 | Oct 30, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 42,907 | 2,100 | 1.03% | 0.95% | 53 | -293 | -0.68% | Q3 2026 | Oct 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 37,976 | 1,814 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 36,996 | 1,811 | 0.22% | 0.23% | 55 | -1,072 | -2.82% | Q3 2026 | Oct 29, 2026 |
| Blue Water Asset Management | History | No change | 35,319 | 1,729 | 0.56% | 0.54% | 56 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AE Wealth Management LLC | History | No change | 36,134 | 1,726 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Weaver Capital Management LLC | History | Reduced | 35,090 | 1,717 | 0.33% | 0.35% | 58 | -553 | -1.55% | Q3 2026 | Oct 15, 2026 |
| GenTrust, LLC | History | No change | 35,815 | 1,710 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 34,630 | 1,654 | 0.11% | 0.11% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 33,442 | 1,636 | 0.29% | 0.3% | 61 | -745 | -2.18% | Q3 2026 | Nov 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 33,883 | 1,618 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 33,037 | 1,617 | 1.12% | 1.1% | 63 | -2,692 | -7.53% | Q3 2026 | Oct 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 32,796 | 1,605 | 0.15% | 0.16% | 64 | +50 | 0.15% | Q3 2026 | Oct 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 32,186 | 1,537 | 0.56% | 0.56% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 31,972 | 1,527 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chris Bulman Inc | History | Reduced | 31,102 | 1,522 | 0.53% | 0.63% | 67 | -5,173 | -14.26% | Q3 2026 | Oct 20, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 30,285 | 1,482 | 0.89% | 0.89% | 68 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 29,497 | 1,452 | 0.27% | 0.28% | 69 | -360 | -1.21% | Q3 2026 | Oct 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 30,131 | 1,439 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trek Financial, LLC | History | No change | 29,079 | 1,423 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 29,611 | 1,414 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 28,680 | 1,404 | 0.02% | 0.03% | 73 | -333 | -1.15% | Q3 2026 | Oct 16, 2026 |
| Vantage Point Financial LLC | History | No change | 28,625 | 1,367 | 0.42% | 0.42% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COFG Advisors, LLC | History | No change | 28,561 | 1,364 | 0.24% | 0.24% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 27,848 | 1,363 | 0.01% | 0.01% | 76 | -733 | -2.56% | Q3 2026 | Oct 08, 2026 |
| Americana Partners, LLC | History | Reduced | 27,707 | 1,356 | 0.03% | 0.03% | 77 | -122 | -0.44% | Q3 2026 | Oct 28, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 26,496 | 1,297 | 0.61% | 0.59% | 78 | -441 | -1.64% | Q3 2026 | Oct 26, 2026 |
| CITY HOLDING CO | History | Reduced | 25,860 | 1,265 | 0.14% | 0.14% | 79 | -1,000 | -3.72% | Q3 2026 | Oct 19, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 25,793 | 1,262 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LifeWealth Investments, LLC | History | No change | 25,205 | 1,234 | 0.34% | 0.32% | 81 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 23,825 | 1,166 | 0.1% | 0.1% | 82 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 23,768 | 1,163 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TrustBank | History | Reduced | 23,730 | 1,161 | 0.37% | 0.39% | 84 | -420 | -1.74% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,703 | 1,132 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| James T. Borello RIA | History | No change | 22,135 | 1,083 | 0.22% | 0.23% | 86 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Advisory Services Network, LLC | History | No change | 22,528 | 1,076 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA Advisors, Inc. | History | No change | 21,709 | 1,037 | 0.48% | 0.48% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 20,189 | 988 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 20,083 | 983 | 0.53% | 0.53% | 90 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 19,801 | 969 | 0.2% | 0.29% | 91 | -386 | -1.91% | Q3 2026 | Oct 20, 2026 |
| HRT FINANCIAL LP | History | No change | 20,161 | 963 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 18,636 | 912 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 17,545 | 858 | 0.51% | 0.53% | 94 | -1,640 | -8.55% | Q3 2026 | Oct 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 17,277 | 845 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,574 | 811 | 0.01% | 0.01% | 96 | -41 | -0.25% | Q3 2026 | Nov 03, 2026 |
| Straight Path Wealth Management | History | Reduced | 16,350 | 800 | 0.18% | 0.18% | 97 | -24 | -0.15% | Q3 2026 | Oct 23, 2026 |
| Merit Financial Group, LLC | History | No change | 16,491 | 787 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Capital Management LLC | History | No change | 16,261 | 776 | 0.24% | 0.24% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,762 | 752 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 15,213 | 744 | 0.04% | 0.04% | 101 | -1,040 | -6.4% | Q3 2026 | Nov 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 15,031 | 735 | 0.02% | 0.02% | 102 | -3,846 | -20.37% | Q3 2026 | Oct 19, 2026 |
| Capital Square, LLC | History | No change | 14,997 | 734 | 0.32% | 0.32% | 103 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 14,873 | 728 | 0.03% | 0.04% | 104 | -2,650 | -15.12% | Q3 2026 | Oct 16, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 15,230 | 727 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 14,867 | 727 | 0.3% | 0.3% | 106 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 13,062 | 639 | 0.01% | 0.01% | 107 | -318 | -2.38% | Q3 2026 | Nov 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 13,323 | 636 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,727 | 623 | 0.02% | 0.02% | 109 | -15 | -0.12% | Q3 2026 | Oct 13, 2026 |
| Dakota Wealth Management | History | No change | 13,007 | 621 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 12,506 | 597 | 0.14% | 0.14% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 12,005 | 591 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Triton Financial Group Inc | History | No change | 12,192 | 582 | 0.34% | 0.34% | 113 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, LLC | History | No change | 11,991 | 572 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 11,816 | 569 | 0.42% | 0.47% | 115 | -795 | -6.3% | Q3 2026 | Nov 02, 2026 |
| World Investment Advisors | History | No change | 12,154 | 564 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Consulting Group | History | No change | 11,460 | 561 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 11,700 | 558 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10,994 | 538 | 0.15% | 0.15% | 119 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,247 | 537 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 10,745 | 526 | 0.02% | 0.03% | 121 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 10,440 | 511 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Continuum Advisory, LLC | History | No change | 10,429 | 498 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 10,072 | 493 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Phoenix Financial Ltd. | History | No change | 10,115 | 483 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 9,648 | 460 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 9,279 | 454 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,256 | 453 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Visionary Wealth Advisors | History | No change | 9,182 | 449 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ascent Group, LLC | History | No change | 9,187 | 449 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,324 | 445 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,952 | 438 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,696 | 415 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Firestone Capital Management | History | No change | 8,287 | 405 | 0.08% | 0.07% | 134 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sigma Planning Corp | History | No change | 8,202 | 401 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 8,354 | 399 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 7,966 | 391 | 0.02% | 0.02% | 137 | -28 | -0.35% | Q3 2026 | Oct 15, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,962 | 380 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 7,460 | 365 | 0.09% | 0.1% | 139 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 7,434 | 363 | 0.03% | 0.02% | 140 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Seven Hills Financial, LLC | History | New | 7,275 | 356 | 0.21% | — | 141 | +7,275 | New | Q3 2026 | Oct 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 7,165 | 350 | 0.16% | 0.19% | 142 | -1,000 | -12.25% | Q3 2026 | Oct 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,996 | 342 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 6,960 | 340 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Lotus Asset Management LLC | History | No change | 6,877 | 336 | 0.28% | 0.29% | 145 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,838 | 334 | 0.03% | 0.02% | 146 | -25 | -0.36% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,959 | 331 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 6,937 | 331 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First City Capital Management, Inc. | History | No change | 6,750 | 330 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 6,927 | 330 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | No change | 6,670 | 326 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,800 | 324 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,720 | 321 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 6,657 | 318 | 0.21% | 0.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 6,333 | 310 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,440 | 307 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,252 | 306 | 0.01% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 6,193 | 305 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rothschild Wealth LLC | History | No change | 6,360 | 303 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,120 | 299 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 5,961 | 291 | 0.01% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HFG Wealth Management, LLC | History | No change | 6,105 | 291 | 0.29% | 0.29% | 162 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 5,924 | 290 | 0.26% | 0.23% | 163 | -272 | -4.39% | Q3 2026 | Oct 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,809 | 284 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Talon Private Wealth, LLC | History | No change | 5,770 | 275 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,700 | 272 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,619 | 268 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 5,444 | 266 | 0.15% | 0.25% | 168 | -2,538 | -31.8% | Q3 2026 | Oct 13, 2026 |
| Vestment Financial LLC | History | No change | 5,460 | 266 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,489 | 262 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 5,325 | 260 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 5,274 | 259 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,367 | 256 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,199 | 254 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| VestGen Advisors, LLC | History | No change | 5,044 | 246 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | No change | 4,996 | 244 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 4,981 | 243 | 0.15% | 0.17% | 177 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,946 | 242 | 0.24% | 0.24% | 178 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Grantvest Financial Group LLC | History | No change | 4,947 | 242 | 0.14% | 0.14% | 179 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FC Advisory LLC | History | No change | 4,887 | 239 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Faithward Advisors, LLC | History | No change | 4,883 | 233 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFS Advisors, LLC | History | New | 4,675 | 228 | 0.07% | — | 182 | +4,675 | New | Q3 2026 | Oct 14, 2026 |
| BIP Wealth, LLC | History | No change | 4,622 | 226 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,635 | 221 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 4,500 | 220 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| KINTRA WEALTH, LLC | History | No change | 4,298 | 209 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Advisory Group LLC | History | No change | 4,354 | 207 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 4,285 | 204 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,159 | 198 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,404 | 162 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,950 | 144 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,770 | 132 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 2,402 | 117 | 0.01% | — | 193 | +2,402 | New | Q3 2026 | Oct 27, 2026 |
| JDM Financial Group LLC | History | No change | 2,339 | 111 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,825 | 89 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,572 | 75 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,508 | 73 | 0.0% | 0.0% | 197 | -150 | -9.05% | Q3 2026 | Nov 02, 2026 |
| PFS Partners, LLC | History | No change | 1,329 | 65 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Capital Analysts, LLC | History | No change | 1,212 | 58 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 1,120 | 53 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,094 | 53 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bullock Wealth Management Group | History | No change | 1,096 | 53 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Noble Wealth Management PBC | History | No change | 950 | 46 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CNB Bank | History | No change | 899 | 42 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 593 | 28 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 543 | 25 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 401 | 19 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GGM Financial LLC | History | No change | 385 | 18 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bernard Wealth Management Corp. | History | No change | 319 | 15 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 192 | 9 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 182 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 76 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,968 | -100.0% | Q3 2026 | Nov 04, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -10,039 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,560 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,674 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,349 | -100.0% | Q3 2026 | Oct 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q3 2026 | Nov 04, 2026 |