CUSIP 45783Y855
INNOVATOR ETFS TRUST
272 institutions · $1.39B total · 43,010,546 shares · INHD
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 3,601,315 | $120.7M | 8.37% | 2025-12-31 |
| 2 | Wealthquest Corp | 2,362,580 | $79.2M | 5.49% | 2025-12-31 |
| 3 | OSAIC HOLDINGS, INC. | 1,992,293 | $66.8M | 4.63% | 2025-12-31 |
| 4 | Cetera Investment Advisers | 1,528,969 | $51.2M | 3.55% | 2025-12-31 |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,497,867 | $50.2M | 3.48% | 2025-12-31 |
| 6 | Foundations Investment Advisors, LLC | 1,226,639 | $41.1M | 2.85% | 2025-12-31 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1,114,348 | $37.3M | 2.59% | 2025-12-31 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 1,106,838 | $37.1M | 2.57% | 2025-12-31 |
| 9 | Orion Porfolio Solutions, LLC | 1,011,450 | $33.9M | 2.35% | 2025-12-31 |
| 10 | Kingsview Wealth Management, LLC | 1,007,223 | $33.8M | 2.34% | 2025-12-31 |
| 11 | Reliant Wealth Planning | 977,177 | $32.7M | 2.27% | 2025-12-31 |
| 12 | Crown Wealth Group, LLC | 948,772 | $31.8M | 2.20% | 2025-12-31 |
| 13 | Brookstone Capital Management | 916,528 | $30.7M | 2.13% | 2025-12-31 |
| 14 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | 821,980 | $27.5M | 1.91% | 2025-12-31 |
| 15 | Compass Advisory Group LLC | 806,808 | $27.0M | 1.87% | 2025-12-31 |
| 16 | Kure Advisory, LLC | 688,012 | $23.1M | 1.59% | 2025-12-31 |
| 17 | AE Wealth Management LLC | 687,944 | $23.1M | 1.59% | 2025-12-31 |
| 18 | Clear Creek Financial Management, LLC | 605,866 | $20.3M | 1.40% | 2025-12-31 |
| 19 | NewEdge Advisors, LLC | 599,928 | $20.1M | 1.39% | 2025-12-31 |
| 20 | Wealthcare Advisory Partners LLC | 499,408 | $16.7M | 1.16% | 2025-12-31 |
| 21 | NBZ Investment Advisors LLC | 488,298 | $16.4M | 1.13% | 2025-12-31 |
| 22 | HARBOUR INVESTMENTS, INC. | 462,354 | $15.5M | 1.07% | 2025-12-31 |
| 23 | Sunbelt Securities, Inc. | 457,687 | $15.3M | 1.06% | 2025-12-31 |
| 24 | CRA Financial Services, LLC | 426,872 | $14.3M | 0.99% | 2025-12-31 |
| 25 | LPL Financial LLC | 413,977 | $13.9M | 0.96% | 2025-12-31 |
| 26 | Consolidated Planning Corp | 384,454 | $12.9M | 0.89% | 2025-12-31 |
| 27 | Glen Eagle Advisors, LLC | 376,167 | $12.6M | 0.87% | 2025-12-31 |
| 28 | Visionary Wealth Advisors | 372,679 | $12.5M | 0.86% | 2025-12-31 |
| 29 | PTM WEALTH MANAGEMENT, LLC | 361,461 | $12.1M | 0.84% | 2025-12-31 |
| 30 | Strategic Blueprint, LLC | 346,476 | $11.6M | 0.80% | 2025-12-31 |
| 31 | Stratos Wealth Advisors, LLC | 336,838 | $11.3M | 0.78% | 2025-12-31 |
| 32 | CENTRAL VALLEY ADVISORS, LLC | 318,575 | $10.7M | 0.74% | 2025-12-31 |
| 33 | Kestra Advisory Services, LLC | 315,391 | $10.6M | 0.73% | 2025-12-31 |
| 34 | MML INVESTORS SERVICES, LLC | 308,486 | $10.3M | 0.71% | 2025-12-31 |
| 35 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 286,781 | $9.6M | 0.66% | 2025-12-31 |
| 36 | Mutual Advisors, LLC | 284,038 | $9.5M | 0.66% | 2025-12-31 |
| 37 | ATX Financial Planning, LLC | 271,401 | $9.1M | 0.63% | 2025-12-31 |
| 38 | Sigma Planning Corp | 265,399 | $8.9M | 0.61% | 2025-12-31 |
| 39 | JANE STREET GROUP, LLC | 256,318 | $8.6M | 0.59% | 2025-12-31 |
| 40 | Dominguez Wealth Management Solutions, Inc. | 255,554 | $8.6M | 0.59% | 2025-12-31 |
| 41 | Sovran Advisors, LLC | 254,534 | $8.6M | 0.59% | 2025-12-31 |
| 42 | Long Island Wealth Management, Inc. | 245,563 | $8.2M | 0.57% | 2025-12-31 |
| 43 | OneDigital Investment Advisors LLC | 234,354 | $7.9M | 0.54% | 2025-12-31 |
| 44 | Aptus Capital Advisors, LLC | 232,706 | $7.8M | 0.54% | 2025-12-31 |
| 45 | Archer Investment Corp | 228,736 | $7.7M | 0.53% | 2025-12-31 |
| 46 | Farther Finance Advisors, LLC | 211,740 | $7.1M | 0.49% | 2025-12-31 |
| 47 | Prairie Wealth Advisors, Inc. | 0 | $6.5M | 0.00% | 2025-12-31 |
| 48 | Stratos Investment Management, LLC | 184,314 | $6.2M | 0.42% | 2025-12-31 |
| 49 | AXXCESS WEALTH MANAGEMENT, LLC | 174,295 | $5.8M | 0.40% | 2025-12-31 |
| 50 | Capital Investment Advisory Services, LLC | 173,188 | $5.8M | 0.40% | 2025-12-31 |
| 51 | Belpointe Asset Management LLC | 169,257 | $5.7M | 0.39% | 2025-12-31 |
| 52 | KESTRA PRIVATE WEALTH SERVICES, LLC | 168,319 | $5.6M | 0.39% | 2025-12-31 |
| 53 | Holos Integrated Wealth LLC | 164,765 | $5.5M | 0.38% | 2025-12-31 |
| 54 | World Investment Advisors | 334,786 | $5.5M | 0.77% | 2025-12-31 |
| 55 | TRUIST FINANCIAL CORP | 162,145 | $5.4M | 0.37% | 2025-12-31 |
| 56 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 157,626 | $5.3M | 0.36% | 2025-12-31 |
| 57 | WINNOW WEALTH LLC | 149,021 | $5.1M | 0.34% | 2025-12-31 |
| 58 | BROWN WEALTH MANAGEMENT, LLC | 144,239 | $4.8M | 0.33% | 2025-12-31 |
| 59 | Whipplewood Advisors, LLC | 142,459 | $4.8M | 0.33% | 2025-12-31 |
| 60 | Trek Financial, LLC | 141,888 | $4.8M | 0.32% | 2025-12-31 |
| 61 | KFG WEALTH MANAGEMENT, LLC | 136,187 | $4.6M | 0.31% | 2025-12-31 |
| 62 | CoreCap Advisors, LLC | 132,873 | $4.5M | 0.30% | 2025-12-31 |
| 63 | Financial Designs Corp | 131,897 | $4.4M | 0.30% | 2025-12-31 |
| 64 | Ausdal Financial Partners, Inc. | 131,630 | $4.4M | 0.30% | 2025-12-31 |
| 65 | Code Waechter LLC | 129,116 | $4.3M | 0.30% | 2025-12-31 |
| 66 | U.S. Capital Wealth Advisors, LLC | 125,562 | $4.2M | 0.29% | 2025-12-31 |
| 67 | Steward Partners Investment Advisory, LLC | 121,505 | $4.1M | 0.28% | 2025-12-31 |
| 68 | Archford Capital Strategies, LLC | 120,031 | $4.0M | 0.27% | 2025-12-31 |
| 69 | BEACON FINANCIAL GROUP | 117,694 | $3.9M | 0.27% | 2025-09-30 |
| 70 | DAVENPORT & Co LLC | 112,690 | $3.8M | 0.26% | 2025-12-31 |
| 71 | RFG Advisory, LLC | 111,985 | $3.8M | 0.26% | 2025-12-31 |
| 72 | Integrity Advisory Solutions, LLC | 109,407 | $3.7M | 0.25% | 2025-12-31 |
| 73 | MILESTONE ASSET MANAGEMENT, LLC | 108,511 | $3.6M | 0.25% | 2025-12-31 |
| 74 | Equitable Holdings, Inc. | 105,359 | $3.5M | 0.24% | 2025-12-31 |
| 75 | Mach-1 Financial Group, LLC | 103,714 | $3.4M | 0.24% | 2025-09-30 |
| 76 | LAUREL OAK WEALTH MANAGEMENT, LLC | 100,235 | $3.4M | 0.23% | 2025-12-31 |
| 77 | Pachira Investments Inc. | 98,313 | $3.3M | 0.22% | 2025-12-31 |
| 78 | Triad Wealth Partners, LLC | 97,745 | $3.3M | 0.22% | 2025-12-31 |
| 79 | Comprehensive Financial Consultants Institutional, Inc. | 94,494 | $3.2M | 0.21% | 2025-12-31 |
| 80 | SFMG, LLC | 92,854 | $3.1M | 0.21% | 2025-12-31 |
| 81 | Triton Financial Group Inc | 89,471 | $3.0M | 0.20% | 2025-12-31 |
| 82 | Ballast Rock Private Wealth LLC | 87,379 | $2.9M | 0.20% | 2025-12-31 |
| 83 | CreativeOne Wealth, LLC | 83,846 | $2.8M | 0.19% | 2025-12-31 |
| 84 | VICUS CAPITAL | 83,300 | $2.8M | 0.19% | 2025-12-31 |
| 85 | NewCorp Financial Services, Inc. | 82,115 | $2.8M | 0.19% | 2025-12-31 |
| 86 | NEW WAVE WEALTH ADVISORS LLC | 81,994 | $2.7M | 0.19% | 2025-12-31 |
| 87 | Diversify Advisory Services, LLC | 79,060 | $2.7M | 0.18% | 2025-12-31 |
| 88 | Applied Capital LLC | 76,460 | $2.6M | 0.17% | 2025-12-31 |
| 89 | Rockefeller Capital Management L.P. | 75,100 | $2.5M | 0.17% | 2025-12-31 |
| 90 | HBW ADVISORY SERVICES LLC | 74,125 | $2.5M | 0.17% | 2025-12-31 |
| 91 | Focus Financial Network, Inc. | 74,071 | $2.5M | 0.17% | 2025-12-31 |
| 92 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 72,057 | $2.4M | 0.16% | 2025-12-31 |
| 93 | Atria Investments, Inc | 70,608 | $2.4M | 0.16% | 2025-12-31 |
| 94 | Cannon Advisors, Inc. | 69,847 | $2.3M | 0.16% | 2025-12-31 |
| 95 | Merit Financial Group, LLC | 69,499 | $2.3M | 0.16% | 2025-12-31 |
| 96 | BCS Wealth Management | 63,887 | $2.1M | 0.14% | 2025-12-31 |
| 97 | Beacon Pointe Advisors, LLC | 63,216 | $2.1M | 0.14% | 2025-12-31 |
| 98 | INTEGRAL INVESTMENT ADVISORS, INC. | 61,975 | $2.1M | 0.14% | 2025-12-31 |
| 99 | Vantage Financial Partners, LLC | 59,564 | $2.0M | 0.13% | 2025-12-31 |
| 100 | Fiscal Wisdom Wealth Management, LLC | 58,453 | $2.0M | 0.13% | 2025-12-31 |
| 101 | Triumph Capital Management | 57,879 | $1.9M | 0.13% | 2025-12-31 |
| 102 | Comprehensive Financial Planning, Inc./PA | 56,309 | $1.9M | 0.13% | 2025-12-31 |
| 103 | SAGESPRING WEALTH PARTNERS, LLC | 54,615 | $1.8M | 0.12% | 2025-12-31 |
| 104 | Main Street Financial Solutions, LLC | 53,854 | $1.8M | 0.12% | 2025-12-31 |
| 105 | SILVER OAK SECURITIES, INCORPORATED | 53,566 | $1.8M | 0.12% | 2025-12-31 |
| 106 | CAPTRUST FINANCIAL ADVISORS | 51,772 | $1.7M | 0.12% | 2025-12-31 |
| 107 | Chris Bulman Inc | 51,506 | $1.7M | 0.11% | 2025-12-31 |
| 108 | JT Stratford LLC | 48,940 | $1.6M | 0.11% | 2025-12-31 |
| 109 | ROTHSCHILD INVESTMENT LLC | 48,400 | $1.6M | 0.11% | 2025-12-31 |
| 110 | RiverTree Advisors, LLC | 47,864 | $1.6M | 0.11% | 2025-12-31 |
| 111 | INTEGRITY ALLIANCE, LLC. | 47,408 | $1.6M | 0.11% | 2025-12-31 |
| 112 | Gallagher Fiduciary Advisors, LLC | 46,800 | $1.6M | 0.10% | 2025-12-31 |
| 113 | First Heartland Consultants, Inc. | 45,955 | $1.5M | 0.10% | 2025-12-31 |
| 114 | Family Office Research LLC | 44,445 | $1.5M | 0.10% | 2025-12-31 |
| 115 | CGN Advisors LLC | 44,343 | $1.5M | 0.10% | 2025-12-31 |
| 116 | Encompass More Asset Management | 42,460 | $1.4M | 0.09% | 2025-12-31 |
| 117 | Brookwood Investment Group LLC | 42,318 | $1.4M | 0.09% | 2025-12-31 |
| 118 | Palumbo Wealth Management LLC | 41,588 | $1.4M | 0.09% | 2025-12-31 |
| 119 | MGO ONE SEVEN LLC | 40,321 | $1.4M | 0.09% | 2025-12-31 |
| 120 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 39,859 | $1.3M | 0.09% | 2025-12-31 |
| 121 | Miracle Mile Advisors, LLC | 39,853 | $1.3M | 0.09% | 2025-12-31 |
| 122 | Wealth Advisory Solutions, LLC | 39,720 | $1.3M | 0.09% | 2025-12-31 |
| 123 | HighTower Advisors, LLC | 39,588 | $1.3M | 0.09% | 2025-12-31 |
| 124 | SIGNATUREFD, LLC | 39,356 | $1.3M | 0.09% | 2025-12-31 |
| 125 | Prasad Wealth Partners, LLC | 38,939 | $1.3M | 0.09% | 2025-12-31 |
| 126 | Claro Advisors LLC | 38,299 | $1.3M | 0.08% | 2025-12-31 |
| 127 | Stegent Equity Advisors, Inc. | 37,777 | $1.3M | 0.08% | 2025-12-31 |
| 128 | Allworth Financial LP | 37,058 | $1.2M | 0.08% | 2025-12-31 |
| 129 | GWN SECURITIES INC. | 35,873 | $1.2M | 0.08% | 2025-12-31 |
| 130 | Blue Trust, Inc. | 34,556 | $1.2M | 0.08% | 2025-12-31 |
| 131 | WPWealth LLP | 34,410 | $1.2M | 0.08% | 2025-12-31 |
| 132 | Soltis Investment Advisors LLC | 34,092 | $1.1M | 0.07% | 2025-12-31 |
| 133 | Virtue Capital Management, LLC | 2,719 | $1.1M | 0.00% | 2025-12-31 |
| 134 | CFO4Life Group, LLC | 32,411 | $1.1M | 0.07% | 2025-12-31 |
| 135 | BENJAMIN EDWARDS INC | 32,184 | $1.1M | 0.07% | 2025-12-31 |
| 136 | IHT Wealth Management, LLC | 31,932 | $1.1M | 0.07% | 2025-12-31 |
| 137 | Advisory Services Network, LLC | 29,457 | $987.1K | 0.06% | 2025-12-31 |
| 138 | TopTier Wealth Management, LLC | 29,216 | $979.0K | 0.06% | 2025-12-31 |
| 139 | Vantage Point Financial LLC | 28,361 | $950.4K | 0.06% | 2025-12-31 |
| 140 | Arkadios Wealth Advisors | 27,083 | $907.6K | 0.06% | 2025-12-31 |
| 141 | Madison Wealth Partners, Inc | 26,037 | $872.5K | 0.06% | 2025-12-31 |
| 142 | SWMG, LLC | 24,945 | $841.4K | 0.05% | 2025-12-31 |
| 143 | Snowden Capital Advisors LLC | 24,748 | $829.3K | 0.05% | 2025-12-31 |
| 144 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24,070 | $806.6K | 0.05% | 2025-12-31 |
| 145 | Private Advisor Group, LLC | 23,449 | $785.8K | 0.05% | 2025-12-31 |
| 146 | Balance Wealth, LLC | 23,001 | $770.8K | 0.05% | 2025-12-31 |
| 147 | COLUMBIA ADVISORY PARTNERS LLC | 22,992 | $770.5K | 0.05% | 2025-12-31 |
| 148 | BFI Wealth Solutions, LLC | 22,515 | $754.5K | 0.05% | 2025-12-31 |
| 149 | Sequent Planning LLC | 21,837 | $731.8K | 0.05% | 2025-12-31 |
| 150 | SMITH, MOORE & CO. | 21,706 | $727.4K | 0.05% | 2025-12-31 |
| 151 | RITHOLTZ WEALTH MANAGEMENT | 21,655 | $725.7K | 0.05% | 2025-12-31 |
| 152 | Ashton Thomas Private Wealth, LLC | 21,582 | $723.2K | 0.05% | 2025-12-31 |
| 153 | Wick Capital Partners, LLC | 21,508 | $705.9K | 0.05% | 2025-09-30 |
| 154 | O'Connor Financial Group LLC | 20,633 | $677.2K | 0.04% | 2025-09-30 |
| 155 | CacheTech Inc. | 19,915 | $667.4K | 0.04% | 2025-12-31 |
| 156 | Galvin, Gaustad & Stein, LLC | 19,657 | $658.7K | 0.04% | 2025-12-31 |
| 157 | Core Wealth Advisors, Inc. | 19,545 | $655.0K | 0.04% | 2025-12-31 |
| 158 | SYKON CAPITAL LLC | 18,910 | $633.7K | 0.04% | 2025-12-31 |
| 159 | Keystone Wealth Services, LLC | 18,519 | $620.6K | 0.04% | 2025-12-31 |
| 160 | Stirlingshire Investments, Inc. | 17,946 | $601.4K | 0.04% | 2025-12-31 |
| 161 | Advyzon Investment Management, LLC | 17,946 | $601.4K | 0.04% | 2025-12-31 |
| 162 | Sonoma Allocations LLC | 17,805 | $600.5K | 0.04% | 2025-12-31 |
| 163 | Pine Harbor Wealth Management, LLC | 17,918 | $600.4K | 0.04% | 2025-12-31 |
| 164 | Disciplined Investments, LLC | 17,784 | $595.9K | 0.04% | 2025-12-31 |
| 165 | Maia Wealth LLC | 17,634 | $593.2K | 0.04% | 2025-12-31 |
| 166 | Sanctuary Advisors, LLC | 17,454 | $572.8K | 0.04% | 2025-12-31 |
| 167 | SYON CAPITAL LLC | 17,074 | $572.1K | 0.03% | 2025-12-31 |
| 168 | Richard P Slaughter Associates Inc | 16,986 | $569.2K | 0.03% | 2025-12-31 |
| 169 | STEPHENS INC /AR/ | 16,893 | $566.1K | 0.03% | 2025-12-31 |
| 170 | Concurrent Investment Advisors, LLC | 16,833 | $564.1K | 0.03% | 2025-12-31 |
| 171 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,565 | $555.1K | 0.03% | 2025-12-31 |
| 172 | Range Financial Group LLC | 14,996 | $502.5K | 0.03% | 2025-12-31 |
| 173 | Insight Wealth Partners, LLC | 14,433 | $483.6K | 0.03% | 2025-12-31 |
| 174 | PARTNERS WEALTH MANAGEMENT, LLC | 14,603 | $479.3K | 0.03% | 2025-09-30 |
| 175 | Mariner, LLC | 14,513 | $476.3K | 0.03% | 2025-09-30 |
| 176 | Prospera Financial Services Inc | 14,129 | $473.5K | 0.03% | 2025-12-31 |
| 177 | VESTIA PERSONAL WEALTH ADVISORS | 13,920 | $468.0K | 0.03% | 2025-12-31 |
| 178 | Sugar Maple Asset Management, LLC | 13,500 | $452.4K | 0.03% | 2025-12-31 |
| 179 | ACT Advisors, LLC. | 13,388 | $448.6K | 0.03% | 2025-12-31 |
| 180 | PCA Investment Advisory Services Inc. | 12,520 | $419.5K | 0.02% | 2025-12-31 |
| 181 | MBL Wealth, LLC | 12,500 | $418.9K | 0.02% | 2025-12-31 |
| 182 | Sovereign Financial Group, Inc. | 12,132 | $406.5K | 0.02% | 2025-12-31 |
| 183 | Wealth Management Partners, LLC | 11,544 | $386.8K | 0.02% | 2025-12-31 |
| 184 | COFG Advisors, LLC | 11,442 | $383.4K | 0.02% | 2025-12-31 |
| 185 | D.B. Root & Company, LLC | 11,215 | $375.8K | 0.02% | 2025-12-31 |
| 186 | KELLY FINANCIAL GROUP LLC | 10,954 | $367.1K | 0.02% | 2025-12-31 |
| 187 | AQR CAPITAL MANAGEMENT LLC | 11,070 | $363.3K | 0.02% | 2025-09-30 |
| 188 | Grant Street Asset Management, Inc. | 10,780 | $361.2K | 0.02% | 2025-12-31 |
| 189 | Financial Network Wealth Advisors LLC | 10,661 | $357.3K | 0.02% | 2025-12-31 |
| 190 | IFP Advisors, Inc | 10,628 | $356.1K | 0.02% | 2025-12-31 |
| 191 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,626 | $356.1K | 0.02% | 2025-12-31 |
| 192 | VISTA INVESTMENT MANAGEMENT | 10,465 | $350.7K | 0.02% | 2025-12-31 |
| 193 | Millington Financial Advisors, LLC | 10,569 | $346.7K | 0.02% | 2025-09-30 |
| 194 | Focus Partners Wealth | 10,250 | $343.5K | 0.02% | 2025-12-31 |
| 195 | Bright Futures Wealth Management, LLC. | 10,161 | $340.5K | 0.02% | 2025-12-31 |
| 196 | Bellwether Advisors, LLC | 10,155 | $340.3K | 0.02% | 2025-12-31 |
| 197 | Modern Wealth Management, LLC | 10,138 | $339.7K | 0.02% | 2025-12-31 |
| 198 | AMERIPRISE FINANCIAL INC | 10,064 | $337.2K | 0.02% | 2025-12-31 |
| 199 | BLVD Private Wealth, LLC | 9,748 | $326.7K | 0.02% | 2025-12-31 |
| 200 | First Commonwealth Financial Corp /PA/ | 9,557 | $320.3K | 0.02% | 2025-12-31 |
| 201 | Cambridge Advisors Inc. | 9,554 | $320.2K | 0.02% | 2025-12-31 |
| 202 | Keating Financial Advisory Services, Inc. | 9,331 | $312.7K | 0.02% | 2025-12-31 |
| 203 | Tradition Wealth Management, LLC | 9,074 | $304.1K | 0.02% | 2025-12-31 |
| 204 | EverSource Wealth Advisors, LLC | 9,027 | $302.5K | 0.02% | 2025-12-31 |
| 205 | NBT BANK N A /NY | 8,871 | $297.3K | 0.02% | 2025-12-31 |
| 206 | Arax Advisory Partners | 8,746 | $293.1K | 0.02% | 2025-12-31 |
| 207 | MONEY CONCEPTS CAPITAL CORP | 8,613 | $288.6K | 0.02% | 2025-12-31 |
| 208 | CASTLE WEALTH MANAGEMENT LLC | 8,272 | $277.2K | 0.01% | 2025-12-31 |
| 209 | GUARDIAN WEALTH ADVISORS, LLC / NC | 8,150 | $273.1K | 0.01% | 2025-12-31 |
| 210 | Dynamic Advisor Solutions LLC | 7,799 | $261.3K | 0.01% | 2025-12-31 |
| 211 | Tanglewood Legacy Advisors, LLC | 7,760 | $260.0K | 0.01% | 2025-12-31 |
| 212 | WorthPointe, LLC | 7,601 | $254.7K | 0.01% | 2025-12-31 |
| 213 | Nikulski Financial, Inc. | 7,600 | $254.7K | 0.01% | 2025-12-31 |
| 214 | NBC SECURITIES, INC. | 7,459 | $250.0K | 0.01% | 2025-12-31 |
| 215 | Patriot Financial Group Insurance Agency, LLC | 7,357 | $246.5K | 0.01% | 2025-12-31 |
| 216 | Collaborative Wealth Managment Inc. | 7,251 | $243.0K | 0.01% | 2025-12-31 |
| 217 | Continuum Advisory, LLC | 7,093 | $237.7K | 0.01% | 2025-12-31 |
| 218 | 4J Wealth Management LLC | 7,036 | $235.8K | 0.01% | 2025-12-31 |
| 219 | Signal Advisors Wealth, LLC | 6,980 | $233.9K | 0.01% | 2025-12-31 |
| 220 | Alaska Wealth Advisors | 6,909 | $231.5K | 0.01% | 2025-12-31 |
| 221 | Kestra Investment Management, LLC | 6,849 | $229.5K | 0.01% | 2025-12-31 |
| 222 | Integrated Advisors Network LLC | 6,903 | $226.6K | 0.01% | 2025-09-30 |
| 223 | Csenge Advisory Group | 6,748 | $226.1K | 0.01% | 2025-12-31 |
| 224 | Elmwood Wealth Management, Inc. | 6,700 | $224.5K | 0.01% | 2025-12-31 |
| 225 | Keystone Financial Group, Inc. | 6,648 | $222.8K | 0.01% | 2025-12-31 |
| 226 | Ameritas Advisory Services, LLC | 6,780 | $222.5K | 0.01% | 2025-09-30 |
| 227 | Gladstone Institutional Advisory LLC | 6,600 | $216.6K | 0.01% | 2025-09-30 |
| 228 | Acorn Wealth Advisors, LLC | 6,574 | $215.8K | 0.01% | 2025-09-30 |
| 229 | PFG Advisors | 6,395 | $214.3K | 0.01% | 2025-12-31 |
| 230 | CONTINUUM WEALTH ADVISORS, LLC | 6,503 | $213.4K | 0.01% | 2025-09-30 |
| 231 | OPTIMA CAPITAL LLC | 6,309 | $211.4K | 0.01% | 2025-12-31 |
| 232 | Accurate Wealth Management, LLC | 6,130 | $206.2K | 0.01% | 2025-12-31 |
| 233 | QUEST INVESTMENT MANAGEMENT LLC | 6,142 | $205.8K | 0.01% | 2025-12-31 |
| 234 | Capital Square, LLC | 6,086 | $203.9K | 0.01% | 2025-12-31 |
| 235 | NWF Advisory Services Inc. | 6,115 | $200.7K | 0.01% | 2025-09-30 |
| 236 | PRINCIPAL SECURITIES, INC. | 5,827 | $191.2K | 0.01% | 2025-09-30 |
| 237 | MORGAN STANLEY | 5,498 | $184.2K | 0.01% | 2025-12-31 |
| 238 | Alaska Permanent Capital Management, LLC | 5,198 | $174.1K | 0.01% | 2025-12-31 |
| 239 | Worth Asset Management, LLC | 4,415 | $147.9K | 0.01% | 2025-12-31 |
| 240 | Legacy Wealth Managment, LLC/ID | 3,018 | $101.1K | 0.00% | 2025-12-31 |
| 241 | Geneos Wealth Management Inc. | 2,754 | $90.4K | 0.00% | 2025-09-30 |
| 242 | Wealth Enhancement Trust Services, Inc. | 2,680 | $89.8K | 0.00% | 2025-12-31 |
| 243 | GHP Investment Advisors, Inc. | 2,508 | $84.0K | 0.00% | 2025-12-31 |
| 244 | Caitlin John, LLC | 2,488 | $83.4K | 0.00% | 2025-12-31 |
| 245 | WealthShield Partners, LLC | 2,092 | $70.1K | 0.00% | 2025-12-31 |
| 246 | Noble Wealth Management PBC | 1,200 | $39.4K | 0.00% | 2025-12-31 |
| 247 | GGM Financials LLC | 1,014 | $34.0K | 0.00% | 2025-12-31 |
| 248 | Benson Wealth Management INC | 923 | $30.9K | 0.00% | 2025-12-31 |
| 249 | CWM, LLC | 787,260 | $26.4K | 1.83% | 2025-12-31 |
| 250 | Larson Financial Group LLC | 564 | $18.9K | 0.00% | 2025-12-31 |
| 251 | GILPIN WEALTH MANAGEMENT, LLC | 550 | $18.4K | 0.00% | 2025-12-31 |
| 252 | CENTAURUS FINANCIAL, INC. | 508,730 | $17.0K | 1.18% | 2025-12-31 |
| 253 | HUNTINGTON NATIONAL BANK | 495 | $16.6K | 0.00% | 2025-12-31 |
| 254 | UBS Group AG | 397 | $13.3K | 0.00% | 2025-12-31 |
| 255 | Global Retirement Partners, LLC | 385 | $12.9K | 0.00% | 2025-12-31 |
| 256 | PNC Financial Services Group, Inc. | 208 | $7.0K | 0.00% | 2025-12-31 |
| 257 | Cambridge Investment Research Advisors, Inc. | 198,652 | $6.7K | 0.46% | 2025-12-31 |
| 258 | MAI Capital Management | 184 | $6.2K | 0.00% | 2025-12-31 |
| 259 | BANK OF AMERICA CORP /DE/ | 100 | $3.4K | 0.00% | 2025-12-31 |
| 260 | ROVIN CAPITAL /UT/ /ADV | 89,007 | $3.0K | 0.20% | 2025-12-31 |
| 261 | Wilmington Savings Fund Society, FSB | 58 | $1.9K | 0.00% | 2025-12-31 |
| 262 | Clayton Financial Group LLC | 42 | $1.4K | 0.00% | 2025-12-31 |
| 263 | Capital Analysts, LLC | 41,271 | $1.4K | 0.09% | 2025-12-31 |
| 264 | DHJJ Financial Advisors, Ltd. | 40 | $1.3K | 0.00% | 2025-12-31 |
| 265 | Royal Bank of Canada | 32 | $1.0K | 0.00% | 2025-12-31 |
| 266 | Arete Wealth Advisors, LLC | 21,083 | $706 | 0.04% | 2025-12-31 |
| 267 | Betterment LLC | 20,160 | $676 | 0.04% | 2025-12-31 |
| 268 | Janney Montgomery Scott LLC | 19,613 | $657 | 0.04% | 2025-12-31 |
| 269 | CIBC Private Wealth Group LLC | 17 | $570 | 0.00% | 2025-12-31 |
| 270 | Fortune Financial Group, Inc. | 10,000 | $360 | 0.02% | 2025-12-31 |
| 271 | Motiv8 Investments LLC | 1,300 | $44 | 0.00% | 2025-12-31 |
| 272 | HAZLETT, BURT & WATSON, INC. | 94 | $3 | 0.00% | 2025-12-31 |