Innovator Growth-100 Power Buffer ETF(NJUL)

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Innovator Growth-100 Power Buffer ETF(NJUL)

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$76.08—

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NJUL(NJUL)

NJUL

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 139 Institutional Holders

Holder	Shares	Date	Change	% Held
ADVISOR GROUP HOLDINGS, INC.	206.65K	Mar 31, 26	-75.21K	7.47%
COMMONWEALTH EQUITY SERVICES, LLC	127.75K	Mar 31, 26	-7.93K	4.62%
Kestra Advisory Services, LLC	90.59K	Mar 31, 26	+61.53K	3.28%
HighTower Advisors, LLC	88.78K	Mar 31, 26	-7.89K	3.21%
Janney Montgomery Scott LLC	83.66K	Mar 31, 26	+3.59K	3.03%
TRUIST FINANCIAL CORP	80.85K	Mar 31, 26	-862	2.92%
PRINCIPAL SECURITIES, INC.	75.44K	Mar 31, 26	-202	2.73%
Cetera Investment Advisers	66.91K	Mar 31, 26	-7.18K	2.42%
Cambridge Investment Research Advisors, Inc.	55.40K	Mar 31, 26	-9.30K	2.00%
RAYMOND JAMES FINANCIAL INC	54.54K	Mar 31, 26	-961	1.97%
LPL Financial LLC	52.82K	Mar 31, 26	-1.66K	1.91%
BIP Wealth, LLC	46.50K	Mar 31, 26	-1.67K	1.68%
Outlook Wealth Advisors, LLC	44.04K	Mar 31, 26	+1.61K	1.59%
MAI Capital Management	34.26K	Mar 31, 26	-6.05K	1.24%
OLD MISSION CAPITAL LLC	28.81K	Mar 31, 26	-16.98K	1.04%
CORRADO ADVISORS, LLC	27.90K	Mar 31, 26	-653	1.01%
Diligent Investors, LLC	27.34K	Mar 31, 26	-95	0.99%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	26.63K	Mar 31, 26	-4.00K	0.96%
ODonnell Financial Services, LLC	22.73K	Mar 31, 26	--	0.82%
Sequoia Financial Advisors, LLC	22.61K	Mar 31, 26	+213	0.82%
Strategic Blueprint, LLC	21.41K	Mar 31, 26	-152	0.77%
CREATIVE FINANCIAL DESIGNS INC /ADV	21.13K	Mar 31, 26	--	0.76%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.65K	Mar 31, 26	+16.79K	0.75%
ENVESTNET ASSET MANAGEMENT INC	17.67K	Mar 31, 26	-1.11K	0.64%
ALTFEST L J & CO INC	17.63K	Mar 31, 26	-1.66K	0.64%
Cypress Wealth Services, LLC	16.69K	Mar 31, 26	--	0.60%
DHJJ Financial Advisors, Ltd.	15.07K	Mar 31, 26	-30	0.55%
Weaver Capital Management LLC	14.81K	Mar 31, 26	--	0.54%
MML INVESTORS SERVICES, LLC	14.31K	Mar 31, 26	-1.62K	0.52%
Merit Financial Group, LLC	13.41K	Mar 31, 26	+221	0.49%
GOLDMAN SACHS GROUP INC	13.23K	Mar 31, 26	+13.23K	0.48%
GWN SECURITIES INC.	12.25K	Mar 31, 26	-57	0.44%
Certified Advisory Corp	11.99K	Mar 31, 26	-589	0.43%
Phoenix Holdings Ltd.	11.96K	Mar 31, 26	-685	0.43%
Steward Partners Investment Advisory, LLC	11.74K	Mar 31, 26	-25	0.42%
FSA Advisors, Inc.	11.61K	Mar 31, 26	+652	0.42%
Focus Financial Network, Inc.	10.53K	Mar 31, 26	-17	0.38%
Jacobi Capital Management LLC	10.50K	Mar 31, 26	--	0.38%
NewEdge Advisors, LLC	10.28K	Mar 31, 26	-7.41K	0.37%
Trek Financial, LLC	9.82K	Mar 31, 26	-227	0.36%
Cresset Asset Management, LLC	9.74K	Mar 31, 26	-16.01K	0.35%
IFP Advisors, Inc	9.46K	Mar 31, 26	+628	0.34%
CITADEL ADVISORS LLC	8.99K	Mar 31, 26	+8.99K	0.33%
CRA Financial Services, LLC	8.67K	Mar 31, 26	--	0.31%
INDEPENDENT FINANCIAL GROUP, LLC	8.26K	Mar 31, 26	--	0.30%
Tradition Wealth Management, LLC	8.21K	Mar 31, 26	-1.15K	0.30%
PFG Advisors	8.21K	Mar 31, 26	-13.32K	0.30%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7.94K	Mar 31, 26	--	0.29%
BLAIR WILLIAM & CO/IL	7.63K	Mar 31, 26	--	0.28%
AdvisorNet Financial, Inc	7.41K	Mar 31, 26	-1.03K	0.27%
Visionary Wealth Advisors	7.11K	Mar 31, 26	-137	0.26%
BCS Wealth Management	7.08K	Mar 31, 26	-7.08K	0.26%
Michels Family Financial, LLC	6.81K	Mar 31, 26	--	0.25%
CoreCap Advisors, LLC	6.76K	Mar 31, 26	+529	0.24%
CreativeOne Wealth, LLC	6.47K	Mar 31, 26	-695	0.23%
Keystone Wealth Services, LLC	6.10K	Mar 31, 26	-3.71K	0.22%
Long Island Wealth Management, Inc.	6.07K	Mar 31, 26	-625	0.22%
Helium Advisors LLC	5.91K	Mar 31, 26	--	0.21%
KFG WEALTH MANAGEMENT, LLC	5.77K	Mar 31, 26	-32	0.21%
Colony Group, LLC	5.64K	Mar 31, 26	--	0.20%
Summit Wealth Partners, LLC	5.24K	Mar 31, 26	-3.00K	0.19%
Pensionmark Financial Group, LLC	5.18K	Mar 31, 26	--	0.19%
Seros Financial, LLC	5.11K	Mar 31, 26	--	0.18%
Stratos Wealth Advisors, LLC	4.94K	Mar 31, 26	-656	0.18%
Patriot Financial Group Insurance Agency, LLC	4.80K	Mar 31, 26	+4.80K	0.17%
Triumph Capital Management	4.76K	Mar 31, 26	+210	0.17%
FOUNDERS FINANCIAL SECURITIES LLC	4.68K	Mar 31, 26	-3	0.17%
AE Wealth Management LLC	4.62K	Mar 31, 26	-1.10K	0.17%
Capital Analysts, LLC	4.61K	Mar 31, 26	--	0.17%
RPS ADVISORY SOLUTIONS LLC	4.48K	Mar 31, 26	-1.29K	0.16%
Dana Investment Advisors, Inc.	4.46K	Mar 31, 26	-5.82K	0.16%
WEDBUSH SECURITIES INC	4.37K	Mar 31, 26	+100	0.16%
Creative Planning	4.36K	Mar 31, 26	+4.36K	0.16%
Onyx Bridge Wealth Group LLC	4.34K	Mar 31, 26	--	0.16%
David R. Rahn & Associates Inc.	4.29K	Mar 31, 26	--	0.16%
Sunbelt Securities, Inc.	4.19K	Mar 31, 26	-27	0.15%
Snowden Capital Advisors LLC	3.86K	Mar 31, 26	-4.04K	0.14%
Private Advisor Group, LLC	3.83K	Mar 31, 26	+3.83K	0.14%
Brookstone Capital Management	3.83K	Mar 31, 26	-315	0.14%
Waverly Advisors, LLC	3.75K	Mar 31, 26	-227	0.14%
KEYBANK NATIONAL ASSOCIATION/OH	3.70K	Mar 31, 26	+3.70K	0.13%
Soltis Investment Advisors LLC	3.68K	Mar 31, 26	-294	0.13%
NEW WAVE WEALTH ADVISORS LLC	3.60K	Mar 31, 26	--	0.13%
First Heartland Consultants, Inc.	3.53K	Mar 31, 26	-150	0.13%
Clear Creek Financial Management, LLC	3.37K	Mar 31, 26	+3.37K	0.12%
Advisor OS, LLC	3.08K	Mar 31, 26	+3.08K	0.11%
Beacon Pointe Advisors, LLC	3.01K	Mar 31, 26	+3.01K	0.11%
Vantage Point Financial LLC	2.99K	Mar 31, 26	--	0.11%
Leading Edge Financial Planning LLC	2.95K	Mar 31, 26	-85	0.11%
Accurate Wealth Management, LLC	2.78K	Mar 31, 26	-3	0.10%
Allworth Financial LP	2.54K	Mar 31, 26	-68	0.09%
Global Trust Asset Management, LLC	2.50K	Mar 31, 26	--	0.09%
EVOLUTION WEALTH MANAGEMENT INC.	2.33K	Mar 31, 26	--	0.08%
EverSource Wealth Advisors, LLC	2.26K	Mar 31, 26	-16	0.08%
CENTAURUS FINANCIAL, INC.	1.47K	Mar 31, 26	--	0.05%
HARBOUR INVESTMENTS, INC.	1.46K	Mar 31, 26	+1.46K	0.05%
GILL CAPITAL PARTNERS, LLC	1.35K	Mar 31, 26	+1.35K	0.05%
WealthShield Partners, LLC	1.34K	Mar 31, 26	--	0.05%
CWM, LLC	634	Mar 31, 26	--	0.02%
Financial Network Wealth Advisors LLC	458	Mar 31, 26	--	0.02%
JPMORGAN CHASE & CO	424	Mar 31, 26	-8.91K	0.02%
NBC SECURITIES, INC.	325	Mar 31, 26	--	0.01%
AMERIFLEX GROUP, INC.	267	Mar 31, 26	--	0.01%
MORGAN STANLEY	212	Mar 31, 26	--	0.01%
ASSETMARK, INC	120	Mar 31, 26	--	0.00%
IFG Advisory, LLC	100	Mar 31, 26	+100	0.00%
UBS Group AG	96	Mar 31, 26	+23	0.00%
Aptus Capital Advisors, LLC	16	Mar 31, 26	--	0.00%
Arete Wealth Advisors, LLC	--	Mar 31, 26	-3.08K	--
Frisch Financial Group, Inc.	--	Mar 31, 26	-3.39K	--
Beacon Financial Advisory LLC	--	Mar 31, 26	-2.82K	--
Arlington Capital Management, Inc.	--	Mar 31, 26	-10.52K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-4.81K	--
US BANCORP \DE\	--	Mar 31, 26	-325	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-453	--
RFG Advisory, LLC	--	Mar 31, 26	-4.88K	--
Arkadios Wealth Advisors	--	Mar 31, 26	-3.45K	--
Compass Financial Services Inc	--	Mar 31, 26	-401	--
NorthCrest Asset Manangement, LLC	--	Mar 31, 26	-2.81K	--
SageView Advisory Group, LLC	4.36K	Dec 31, 25	--	0.16%
Motiv8 Investments LLC	7	Dec 31, 25	+7	0.00%
BRASS TAX WEALTH MANAGEMENT, INC	3.53K	Sep 30, 25	+3.53K	0.13%
WOLVERINE TRADING, LLC	--	Sep 30, 25	-9.00K	--
Atria Wealth Solutions, Inc.	7.99K	Jun 30, 25	-206	0.29%
AVANTAX ADVISORY SERVICES, INC.	5.97K	Jun 30, 25	-638	0.22%
Sugarloaf Wealth Management, LLC	4.93K	Dec 31, 24	--	0.18%
Riggs Capital Management LLC	4.51K	Dec 31, 24	+4.51K	0.16%
Raymond James Financial Services Advisors, Inc.	94.52K	Sep 30, 24	+50.09K	3.42%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-8.81K	--
Cetera Advisor Networks LLC	23.54K	Mar 31, 24	-1.05K	0.85%
Cetera Advisors LLC	11.86K	Mar 31, 24	-26.76K	0.43%
FOCUS FINANCIAL NETWORK INC /ADV	7.09K	Dec 31, 23	+7.09K	0.26%
PRW Wealth Management LLC	5.00K	Sep 30, 23	-13.80K	0.18%
ASSET MANAGEMENT CORP /IL/ /ADV	14.26K	Mar 31, 23	--	0.52%
S.C. Financial Services, Inc.	9.34K	Dec 31, 22	--	0.34%
Round Table Services, LLC	482.63K	Sep 30, 22	+482.63K	17.45%
NEXT Financial Group, Inc	119	Dec 31, 21	--	0.00%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	8.66K	Sep 30, 20	+8.66K	0.31%
Partnervest Advisory Services LLC	6.20K	Sep 30, 20	+6.20K	0.22%

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Holder

Date

Change

% Held

ADVISOR GROUP HOLDINGS, INC.

206.65K

Mar 31, 26

-75.21K

7.47%

COMMONWEALTH EQUITY SERVICES, LLC

127.75K

Mar 31, 26

-7.93K

4.62%

Kestra Advisory Services, LLC

90.59K

Mar 31, 26

+61.53K

3.28%

HighTower Advisors, LLC

88.78K

Mar 31, 26

-7.89K

3.21%

Janney Montgomery Scott LLC

83.66K

Mar 31, 26

+3.59K

3.03%

TRUIST FINANCIAL CORP

80.85K

Mar 31, 26

-862

2.92%

PRINCIPAL SECURITIES, INC.

75.44K

Mar 31, 26

-202

2.73%

Cetera Investment Advisers

66.91K

Mar 31, 26

-7.18K

2.42%

Cambridge Investment Research Advisors, Inc.

55.40K

Mar 31, 26

-9.30K

2.00%

RAYMOND JAMES FINANCIAL INC

54.54K

Mar 31, 26

-961

1.97%

LPL Financial LLC

52.82K

Mar 31, 26

-1.66K

1.91%

BIP Wealth, LLC

46.50K

Mar 31, 26

-1.67K

1.68%

Outlook Wealth Advisors, LLC

44.04K

Mar 31, 26

+1.61K

1.59%

MAI Capital Management

34.26K

Mar 31, 26

-6.05K

1.24%

OLD MISSION CAPITAL LLC

28.81K

Mar 31, 26

-16.98K

1.04%

CORRADO ADVISORS, LLC

27.90K

Mar 31, 26

-653

1.01%

Diligent Investors, LLC

27.34K

Mar 31, 26

-95

0.99%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

26.63K

Mar 31, 26

-4.00K

0.96%

ODonnell Financial Services, LLC

22.73K

Mar 31, 26

0.82%

Sequoia Financial Advisors, LLC

22.61K

Mar 31, 26

+213

0.82%

Strategic Blueprint, LLC

21.41K

Mar 31, 26

-152

0.77%

CREATIVE FINANCIAL DESIGNS INC /ADV

21.13K

Mar 31, 26

0.76%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.65K

Mar 31, 26

+16.79K

0.75%

ENVESTNET ASSET MANAGEMENT INC

17.67K

Mar 31, 26

-1.11K

0.64%

ALTFEST L J & CO INC

17.63K

Mar 31, 26

-1.66K

0.64%

Cypress Wealth Services, LLC

16.69K

Mar 31, 26

0.60%

DHJJ Financial Advisors, Ltd.

15.07K

Mar 31, 26

-30

0.55%

Weaver Capital Management LLC

14.81K

Mar 31, 26

0.54%

MML INVESTORS SERVICES, LLC

14.31K

Mar 31, 26

-1.62K

0.52%

Merit Financial Group, LLC

13.41K

Mar 31, 26

+221

0.49%

GOLDMAN SACHS GROUP INC

13.23K

Mar 31, 26

+13.23K

0.48%

GWN SECURITIES INC.

12.25K

Mar 31, 26

-57

0.44%

Certified Advisory Corp

11.99K

Mar 31, 26

-589

0.43%

Phoenix Holdings Ltd.

11.96K

Mar 31, 26

-685

0.43%

Steward Partners Investment Advisory, LLC

11.74K

Mar 31, 26

-25

0.42%

FSA Advisors, Inc.

11.61K

Mar 31, 26

+652

0.42%

Focus Financial Network, Inc.

10.53K

Mar 31, 26

-17

0.38%

Jacobi Capital Management LLC

10.50K

Mar 31, 26

0.38%

NewEdge Advisors, LLC

10.28K

Mar 31, 26

-7.41K

0.37%

Trek Financial, LLC

9.82K

Mar 31, 26

-227

0.36%

Cresset Asset Management, LLC

9.74K

Mar 31, 26

-16.01K

0.35%

IFP Advisors, Inc

9.46K

Mar 31, 26

+628

0.34%

CITADEL ADVISORS LLC

8.99K

Mar 31, 26

+8.99K

0.33%

CRA Financial Services, LLC

8.67K

Mar 31, 26

0.31%

INDEPENDENT FINANCIAL GROUP, LLC

8.26K

Mar 31, 26

0.30%

Tradition Wealth Management, LLC

8.21K

Mar 31, 26

-1.15K

0.30%

PFG Advisors

8.21K

Mar 31, 26

-13.32K

0.30%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

7.94K

Mar 31, 26

0.29%

BLAIR WILLIAM & CO/IL

7.63K

Mar 31, 26

0.28%

AdvisorNet Financial, Inc

7.41K

Mar 31, 26

-1.03K

0.27%

Visionary Wealth Advisors

7.11K

Mar 31, 26

-137

0.26%

BCS Wealth Management

7.08K

Mar 31, 26

-7.08K

0.26%

Michels Family Financial, LLC

6.81K

Mar 31, 26

0.25%

CoreCap Advisors, LLC

6.76K

Mar 31, 26

+529

0.24%

CreativeOne Wealth, LLC

6.47K

Mar 31, 26

-695

0.23%

Keystone Wealth Services, LLC

6.10K

Mar 31, 26

-3.71K

0.22%

Long Island Wealth Management, Inc.

6.07K

Mar 31, 26

-625

0.22%

Helium Advisors LLC

5.91K

Mar 31, 26

0.21%

KFG WEALTH MANAGEMENT, LLC

5.77K

Mar 31, 26

-32

0.21%

Colony Group, LLC

5.64K

Mar 31, 26

0.20%

Summit Wealth Partners, LLC

5.24K

Mar 31, 26

-3.00K

0.19%

Pensionmark Financial Group, LLC

5.18K

Mar 31, 26

0.19%

Seros Financial, LLC

5.11K

Mar 31, 26

0.18%

Stratos Wealth Advisors, LLC

4.94K

Mar 31, 26

-656

0.18%

Patriot Financial Group Insurance Agency, LLC

4.80K

Mar 31, 26

+4.80K

0.17%

Triumph Capital Management

4.76K

Mar 31, 26

+210

0.17%

FOUNDERS FINANCIAL SECURITIES LLC

4.68K

Mar 31, 26

-3

0.17%

AE Wealth Management LLC

4.62K

Mar 31, 26

-1.10K

0.17%

Capital Analysts, LLC

4.61K

Mar 31, 26

0.17%

RPS ADVISORY SOLUTIONS LLC

4.48K

Mar 31, 26

-1.29K

0.16%

Dana Investment Advisors, Inc.

4.46K

Mar 31, 26

-5.82K

0.16%

WEDBUSH SECURITIES INC

4.37K

Mar 31, 26

+100

0.16%

Creative Planning

4.36K

Mar 31, 26

+4.36K

0.16%

Onyx Bridge Wealth Group LLC

4.34K

Mar 31, 26

0.16%

David R. Rahn & Associates Inc.

4.29K

Mar 31, 26

0.16%

Sunbelt Securities, Inc.

4.19K

Mar 31, 26

-27

0.15%

Snowden Capital Advisors LLC

3.86K

Mar 31, 26

-4.04K

0.14%

Private Advisor Group, LLC

3.83K

Mar 31, 26

+3.83K

0.14%

Brookstone Capital Management

3.83K

Mar 31, 26

-315

0.14%

Waverly Advisors, LLC

3.75K

Mar 31, 26

-227

0.14%

KEYBANK NATIONAL ASSOCIATION/OH

3.70K

Mar 31, 26

+3.70K

0.13%

Soltis Investment Advisors LLC

3.68K

Mar 31, 26

-294

0.13%

NEW WAVE WEALTH ADVISORS LLC

3.60K

Mar 31, 26

0.13%

First Heartland Consultants, Inc.

3.53K

Mar 31, 26

-150

0.13%

Clear Creek Financial Management, LLC

3.37K

Mar 31, 26

+3.37K

0.12%

Advisor OS, LLC

3.08K

Mar 31, 26

+3.08K

0.11%

Beacon Pointe Advisors, LLC

3.01K

Mar 31, 26

+3.01K

0.11%

Vantage Point Financial LLC

2.99K

Mar 31, 26

0.11%

Leading Edge Financial Planning LLC

2.95K

Mar 31, 26

-85

0.11%

Accurate Wealth Management, LLC

2.78K

Mar 31, 26

-3

0.10%

Allworth Financial LP

2.54K

Mar 31, 26

-68

0.09%

Global Trust Asset Management, LLC

2.50K

Mar 31, 26

0.09%

EVOLUTION WEALTH MANAGEMENT INC.

2.33K

Mar 31, 26

0.08%

EverSource Wealth Advisors, LLC

2.26K

Mar 31, 26

-16

0.08%

CENTAURUS FINANCIAL, INC.

1.47K

Mar 31, 26

0.05%

HARBOUR INVESTMENTS, INC.

1.46K

Mar 31, 26

+1.46K

0.05%

GILL CAPITAL PARTNERS, LLC

1.35K

Mar 31, 26

+1.35K

0.05%

WealthShield Partners, LLC

1.34K

Mar 31, 26

0.05%

CWM, LLC

634

Mar 31, 26

0.02%

Financial Network Wealth Advisors LLC

458

Mar 31, 26

0.02%

JPMORGAN CHASE & CO

424

Mar 31, 26

-8.91K

0.02%

NBC SECURITIES, INC.

325

Mar 31, 26

0.01%

AMERIFLEX GROUP, INC.

267

Mar 31, 26

0.01%

MORGAN STANLEY

212

Mar 31, 26

0.01%

ASSETMARK, INC

120

Mar 31, 26

0.00%

IFG Advisory, LLC

100

Mar 31, 26

+100

0.00%

UBS Group AG

Mar 31, 26

+23

0.00%

Aptus Capital Advisors, LLC

Mar 31, 26

0.00%

Arete Wealth Advisors, LLC

Mar 31, 26

-3.08K

Frisch Financial Group, Inc.

Mar 31, 26

-3.39K

Beacon Financial Advisory LLC

Mar 31, 26

-2.82K

Arlington Capital Management, Inc.

Mar 31, 26

-10.52K

Clear Point Advisors Inc.

Mar 31, 26

-4.81K

US BANCORP \DE\

Mar 31, 26

-325

OPTIMA CAPITAL LLC

Mar 31, 26

-453

RFG Advisory, LLC

Mar 31, 26

-4.88K

Arkadios Wealth Advisors

Mar 31, 26

-3.45K

Compass Financial Services Inc

Mar 31, 26

-401

NorthCrest Asset Manangement, LLC

Mar 31, 26

-2.81K

SageView Advisory Group, LLC

4.36K

Dec 31, 25

0.16%

Motiv8 Investments LLC

Dec 31, 25

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

3.53K

Sep 30, 25

+3.53K

0.13%

WOLVERINE TRADING, LLC

Sep 30, 25

-9.00K

Atria Wealth Solutions, Inc.

7.99K

Jun 30, 25

-206

0.29%

AVANTAX ADVISORY SERVICES, INC.

5.97K

Jun 30, 25

-638

0.22%

Sugarloaf Wealth Management, LLC

4.93K

Dec 31, 24

0.18%

Riggs Capital Management LLC

4.51K

Dec 31, 24

+4.51K

0.16%

Raymond James Financial Services Advisors, Inc.

94.52K

Sep 30, 24

+50.09K

3.42%

Pillar Wealth Advisors, LLC

Sep 30, 24

-8.81K

Cetera Advisor Networks LLC

23.54K

Mar 31, 24

-1.05K

0.85%

Cetera Advisors LLC

11.86K

Mar 31, 24

-26.76K

0.43%

FOCUS FINANCIAL NETWORK INC /ADV

7.09K

Dec 31, 23

+7.09K

0.26%

PRW Wealth Management LLC

5.00K

Sep 30, 23

-13.80K

0.18%

ASSET MANAGEMENT CORP /IL/ /ADV

14.26K

Mar 31, 23

0.52%

S.C. Financial Services, Inc.

9.34K

Dec 31, 22

0.34%

Round Table Services, LLC

482.63K

Sep 30, 22

+482.63K

17.45%

NEXT Financial Group, Inc

119

Dec 31, 21

0.00%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

8.66K

Sep 30, 20

+8.66K

0.31%

Partnervest Advisory Services LLC

6.20K

Sep 30, 20

+6.20K

0.22%