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FT Vest Smid Rising Dividend (SDVD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares1,197,256 from 1,126,284
Change+70,972 (+6%)
Value$25.8M (-$193.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares593,593 from 519,484
Change+74,109 (+14%)
Value$12.8M (+$803.0K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares392,414 from 386,746
Change+5,668 (+1%)
Value$8.5M (-$469.5K)
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares332,630 from 329,479
Change+3,151 (+1%)
Value$7.2M (-$436.2K)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares245,569 from 252,242
Change-6,673 (-3%)
Value$5.3M (-$529.8K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares229,301 from 203,442
Change+25,859 (+13%)
Value$4.9M (+$246.3K)
Filed 2026-10-16
RiverTree Advisors, LLC
INCREASED
Shares221,239 from 196,412
Change+24,827 (+13%)
Value$4.8M (+$234.7K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares198,467 from 149,469
Change+48,998 (+33%)
Value$4.3M (+$827.7K)
Filed 2026-10-29
Advisory Advocates, LLC
INCREASED
Shares158,306 from 156,166
Change+2,140 (+1%)
Value$3.4M (-$192.8K)
Filed 2026-11-05
G&S Capital LLC
DECREASED
Shares152,715 from 186,523
Change-33,808 (-18%)
Value$3.3M (-$1.0M)
Filed 2026-10-23
Simplicity Wealth,LLC
NEW
Shares148,397
Change+148,397
Value$3.2M
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares130,501 from 99,073
Change+31,428 (+32%)
Value$2.8M (+$526.0K)
Filed 2026-11-03
MTM Investment Management, LLC
DECREASED
Shares109,960 from 110,960
Change-1,000 (-1%)
Value$2.4M (-$191.3K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares89,834 from 75,573
Change+14,261 (+19%)
Value$1.9M (+$192.0K)
Filed 2026-11-02
Cambridge Advisors Inc.
INCREASED
Shares84,236 from 65,918
Change+18,318 (+28%)
Value$1.8M (+$294.1K)
Filed 2026-10-19
Chiron Capital Management, LLC
DECREASED
Shares77,025 from 79,663
Change-2,638 (-3%)
Value$1.7M (-$178.7K)
Filed 2026-10-15
International Assets Investment Management, LLC
DECREASED
Shares75,839 from 80,386
Change-4,547 (-6%)
Value$1.7M (-$209.1K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
INCREASED
Shares69,470 from 62,256
Change+7,214 (+12%)
Value$1.5M (+$60.3K)
Filed 2026-10-23
Winnacle Wealth LLC
INCREASED
Shares67,573 from 53,962
Change+13,611 (+25%)
Value$1.5M (+$210.9K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares61,338 from 64,721
Change-3,383 (-5%)
Value$1.3M (-$172.0K)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares58,616 from 52,221
Change+6,395 (+12%)
Value$1.3M (+$58.0K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares58,570 from 55,250
Change+3,320 (+6%)
Value$1.3M (-$12.9K)
Filed 2026-10-30
Vima LLC
DECREASED
Shares51,796 from 83,358
Change-31,562 (-38%)
Value$1.1M (-$808.0K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares50,893 from 48,485
Change+2,408 (+5%)
Value$1.1M (-$22.3K)
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares47,059 from 27,353
Change+19,706 (+72%)
Value$1.0M (+$383.0K)
Filed 2026-10-29
Maia Wealth LLC
DECREASED
Shares42,565 from 43,506
Change-941 (-2%)
Value$917.7K (-$86.9K)
Filed 2026-10-19
TrueWealth Advisors, LLC
INCREASED
Shares39,984 from 36,760
Change+3,224 (+9%)
Value$862.1K (+$13.3K)
Filed 2026-10-09
Nations Financial Group Inc,
DECREASED
Shares26,101 from 30,288
Change-4,187 (-14%)
Value$562.7K (-$136.6K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares25,756 from 23,730
Change+2,026 (+9%)
Value$555.3K (+$7.4K)
Filed 2026-10-22
James T. Borello RIA
INCREASED
Shares24,617 from 24,318
Change+299 (+1%)
Value$530.7K (-$30.8K)
Filed 2026-10-16
Balboa Wealth Partners
DECREASED
Shares24,080 from 24,517
Change-437 (-2%)
Value$519.2K (-$46.9K)
Filed 2026-10-20
Schulz Wealth, Ltd.
UNCHANGED
Shares23,700 from 23,700
Change0 (0%)
Value$511.0K (-$36.3K)
Filed 2026-11-03
MSH Capital Advisors LLC
INCREASED
Shares22,831 from 12,734
Change+10,097 (+79%)
Value$492.2K (+$198.2K)
Filed 2026-11-03
TKG Advisors, LLC
DECREASED
Shares22,734 from 28,602
Change-5,868 (-21%)
Value$490.1K (-$170.3K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares22,253 from 11,666
Change+10,587 (+91%)
Value$479.8K (+$210.4K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW
Shares21,464
Change+21,464
Value$471.4K
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares19,536 from 19,162
Change+374 (+2%)
Value$421.2K (-$21.3K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares19,500 from 16,405
Change+3,095 (+19%)
Value$420.4K (+$41.6K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
NEW
Shares18,931
Change+18,931
Value$408.2K
Filed 2026-10-13
Novem Group
INCREASED
Shares18,049 from 17,897
Change+152 (+1%)
Value$389.1K (-$24.1K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares14,950 from 2,450
Change+12,500 (+510%)
Value$322.3K (+$265.8K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
DECREASED
Shares13,952 from 14,369
Change-417 (-3%)
Value$300.8K (-$31.0K)
Filed 2026-11-05
Langley Wealth Management, LLC
DECREASED
Shares12,799 from 12,829
Change-30 (0%)
Value$275.9K (-$20.3K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
NEW
Shares11,184
Change+11,184
Value$241.1K
Filed 2026-10-29
Wedbush Securities Inc
NEW
Shares11,091
Change+11,091
Value$239.0K
Filed 2026-10-22
Quad-Cities Investment Group, LLC
INCREASED
Shares10,248 from 10,060
Change+188 (+2%)
Value$221.0K (-$11.3K)
Filed 2026-10-16
Hixon Zuercher, LLC
NEW
Shares9,328
Change+9,328
Value$201.1K
Filed 2026-10-13
Bank of New Hampshire
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$117.3K (-$8.3K)
Filed 2026-10-06
Wagner Wealth Management, LLC
INCREASED
Shares3,518 from 3,494
Change+24 (+1%)
Value$75.9K (-$4.8K)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares2,940 from 2,940
Change0 (0%)
Value$63.4K (-$4.5K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares2,889 from 2,364
Change+525 (+22%)
Value$62.3K (+$7.7K)
Filed 2026-10-26
Trust Co of Vermont
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$50.8K (-$3.6K)
Filed 2026-10-21
Blue Trust, Inc.
NEW
Shares1,381
Change+1,381
Value$29.8K
Filed 2026-10-15
Rossby Financial, LCC
NEW
Shares770
Change+770
Value$16.6K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$6.5K (-$462)
Filed 2026-10-27
SBI Securities Co., Ltd.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$604 (-$43)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$432 (-$30)
Filed 2026-10-23
Golden State Wealth Management, LLC
CLOSED
Shares0 from 61,012
Change-61,012 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
Core Wealth Partners LLC
CLOSED
Shares0 from 9,761
Change-9,761 (-100%)
Value$0 (-$225.4K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 3,560
Change-3,560 (-100%)
Value$0 (-$82.2K)
Filed 2026-10-29
Whipplewood Advisors, LLC
CLOSED
Shares0 from 2,313
Change-2,313 (-100%)
Value$0 (-$53.4K)
Filed 2026-10-20
LPL Financial LLC
N/A
Shares— from 1,576,054
Change-1,576,054 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,310,382
Change-1,310,382 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,163,529
Change-1,163,529 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 804,054
Change-804,054 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 772,597
Change-772,597 (-100%)
Value—
Stephens Inc
N/A
Shares— from 678,876
Change-678,876 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 607,164
Change-607,164 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 552,562
Change-552,562 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 549,594
Change-549,594 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 349,449
Change-349,449 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 260,940
Change-260,940 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 242,494
Change-242,494 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 224,221
Change-224,221 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 222,832
Change-222,832 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 147,431
Change-147,431 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 128,579
Change-128,579 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 103,280
Change-103,280 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 102,998
Change-102,998 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 88,459
Change-88,459 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 86,046
Change-86,046 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 80,125
Change-80,125 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 72,170
Change-72,170 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 63,490
Change-63,490 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 61,682
Change-61,682 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 58,605
Change-58,605 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 52,621
Change-52,621 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 51,686
Change-51,686 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 43,440
Change-43,440 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 42,871
Change-42,871 (-100%)
Value—
&partners
N/A
Shares— from 41,531
Change-41,531 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 40,899
Change-40,899 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 37,825
Change-37,825 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 37,776
Change-37,776 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 36,012
Change-36,012 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,872
Change-35,872 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 29,773
Change-29,773 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 29,763
Change-29,763 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 25,268
Change-25,268 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 23,424
Change-23,424 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 20,461
Change-20,461 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,333
Change-19,333 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 19,283
Change-19,283 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 19,222
Change-19,222 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 18,848
Change-18,848 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,380
Change-17,380 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,492
Change-15,492 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 15,243
Change-15,243 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 13,512
Change-13,512 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,431
Change-13,431 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,093
Change-13,093 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 937
Change-937 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED1,197,2561,126,284+70,972+6%$26.0M$25.8M-$193.1K2026-11-02
Kestra Advisory Services, LLC
INCREASED593,593519,484+74,109+14%$12.0M$12.8M+$803.0K2026-11-02
Capital Investment Advisors, LLC
INCREASED392,414386,746+5,668+1%$8.9M$8.5M-$469.5K2026-10-22
Indivisible Partners
INCREASED332,630329,479+3,151+1%$7.6M$7.2M-$436.2K2026-10-26
Creative Financial Designs Inc
DECREASED245,569252,242-6,673-3%$5.8M$5.3M-$529.8K2026-11-04
IFP Advisors, Inc
INCREASED229,301203,442+25,859+13%$4.7M$4.9M+$246.3K2026-10-16
RiverTree Advisors, LLC
INCREASED221,239196,412+24,827+13%$4.5M$4.8M+$234.7K2026-10-13
Integrity Alliance, Llc.
INCREASED198,467149,469+48,998+33%$3.5M$4.3M+$827.7K2026-10-29
Advisory Advocates, LLC
INCREASED158,306156,166+2,140+1%$3.6M$3.4M-$192.8K2026-11-05
G&S Capital LLC
DECREASED152,715186,523-33,808-18%$4.3M$3.3M-$1.0M2026-10-23
Simplicity Wealth,LLC
NEW148,397—+148,397——$3.2M—2026-10-23
RFG Advisory, LLC
INCREASED130,50199,073+31,428+32%$2.3M$2.8M+$526.0K2026-11-03
MTM Investment Management, LLC
DECREASED109,960110,960-1,000-1%$2.6M$2.4M-$191.3K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED89,83475,573+14,261+19%$1.7M$1.9M+$192.0K2026-11-02
Cambridge Advisors Inc.
INCREASED84,23665,918+18,318+28%$1.5M$1.8M+$294.1K2026-10-19
Chiron Capital Management, LLC
DECREASED77,02579,663-2,638-3%$1.8M$1.7M-$178.7K2026-10-15
International Assets Investment Management, LLC
DECREASED75,83980,386-4,547-6%$1.9M$1.7M-$209.1K2026-11-02
Trueblood Wealth Management, LLC
INCREASED69,47062,256+7,214+12%$1.4M$1.5M+$60.3K2026-10-23
Winnacle Wealth LLC
INCREASED67,57353,962+13,611+25%$1.2M$1.5M+$210.9K2026-10-15
Independent Financial Group, LLC
DECREASED61,33864,721-3,383-5%$1.5M$1.3M-$172.0K2026-10-13
Next Level Private LLC
INCREASED58,61652,221+6,395+12%$1.2M$1.3M+$58.0K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED58,57055,250+3,320+6%$1.3M$1.3M-$12.9K2026-10-30
Vima LLC
DECREASED51,79683,358-31,562-38%$1.9M$1.1M-$808.0K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED50,89348,485+2,408+5%$1.1M$1.1M-$22.3K2026-10-16
Signature Equity Partners, LLC
INCREASED47,05927,353+19,706+72%$631.6K$1.0M+$383.0K2026-10-29
Maia Wealth LLC
DECREASED42,56543,506-941-2%$1.0M$917.7K-$86.9K2026-10-19
TrueWealth Advisors, LLC
INCREASED39,98436,760+3,224+9%$848.8K$862.1K+$13.3K2026-10-09
Nations Financial Group Inc,
DECREASED26,10130,288-4,187-14%$699.4K$562.7K-$136.6K2026-11-05
Brookstone Capital Management
INCREASED25,75623,730+2,026+9%$547.9K$555.3K+$7.4K2026-10-22
James T. Borello RIA
INCREASED24,61724,318+299+1%$561.5K$530.7K-$30.8K2026-10-16
Balboa Wealth Partners
DECREASED24,08024,517-437-2%$566.1K$519.2K-$46.9K2026-10-20
Schulz Wealth, Ltd.
UNCHANGED23,70023,70000%$547.2K$511.0K-$36.3K2026-11-03
MSH Capital Advisors LLC
INCREASED22,83112,734+10,097+79%$294.0K$492.2K+$198.2K2026-11-03
TKG Advisors, LLC
DECREASED22,73428,602-5,868-21%$660.4K$490.1K-$170.3K2026-11-02
Csenge Advisory Group
INCREASED22,25311,666+10,587+91%$269.4K$479.8K+$210.4K2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW21,464—+21,464——$471.4K—2026-10-13
Triumph Capital Management
INCREASED19,53619,162+374+2%$442.5K$421.2K-$21.3K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED19,50016,405+3,095+19%$378.8K$420.4K+$41.6K2026-10-30
B. Riley Wealth Advisors, Inc.
NEW18,931—+18,931——$408.2K—2026-10-13
Novem Group
INCREASED18,04917,897+152+1%$413.2K$389.1K-$24.1K2026-10-19
Farther Finance Advisors, LLC
INCREASED14,9502,450+12,500+510%$56.6K$322.3K+$265.8K2026-10-08
J.W. Cole Advisors, Inc.
DECREASED13,95214,369-417-3%$331.8K$300.8K-$31.0K2026-11-05
Langley Wealth Management, LLC
DECREASED12,79912,829-300%$296.2K$275.9K-$20.3K2026-11-04
Koshinski Asset Management, Inc.
NEW11,184—+11,184——$241.1K—2026-10-29
Wedbush Securities Inc
NEW11,091—+11,091——$239.0K—2026-10-22
Quad-Cities Investment Group, LLC
INCREASED10,24810,060+188+2%$232.3K$221.0K-$11.3K2026-10-16
Hixon Zuercher, LLC
NEW9,328—+9,328——$201.1K—2026-10-13
Bank of New Hampshire
UNCHANGED5,4405,44000%$125.6K$117.3K-$8.3K2026-10-06
Wagner Wealth Management, LLC
INCREASED3,5183,494+24+1%$80.7K$75.9K-$4.8K2026-10-21
Larson Financial Group LLC
UNCHANGED2,9402,94000%$67.9K$63.4K-$4.5K2026-11-05
Lanark Financial, Inc.
INCREASED2,8892,364+525+22%$54.6K$62.3K+$7.7K2026-10-26
Trust Co of Vermont
UNCHANGED2,3562,35600%$54.4K$50.8K-$3.6K2026-10-21
Blue Trust, Inc.
NEW1,381—+1,381——$29.8K—2026-10-15
Rossby Financial, LCC
NEW770—+770——$16.6K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED30230200%$7.0K$6.5K-$4622026-10-27
SBI Securities Co., Ltd.
UNCHANGED282800%$647$604-$432026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED202000%$462$432-$302026-10-23
Golden State Wealth Management, LLC
CLOSED061,012-61,012-100%$1.4M$0-$1.4M2026-11-02
Core Wealth Partners LLC
CLOSED09,761-9,761-100%$225.4K$0-$225.4K2026-11-02
Bullseye Investment Management, LLC
CLOSED03,560-3,560-100%$82.2K$0-$82.2K2026-10-29
Whipplewood Advisors, LLC
CLOSED02,313-2,313-100%$53.4K$0-$53.4K2026-10-20
LPL Financial LLC
N/A—1,576,054-1,576,054-100%$36.4M———
Steward Partners Investment Advisory, LLC
N/A—1,310,382-1,310,382-100%$30.3M———
Raymond James Financial Inc
N/A—1,163,529-1,163,529-100%$26.9M———
Stifel Financial Corp
N/A—804,054-804,054-100%$18.6M———
Cetera Investment Advisers
N/A—772,597-772,597-100%$17.8M———
Stephens Inc
N/A—678,876-678,876-100%$15.7M———
Royal Bank of Canada
N/A—607,164-607,164-100%$14.0M———
Osaic Holdings, Inc.
N/A—552,562-552,562-100%$12.8M———
Luken Investment Analytics, LLC
N/A—549,594-549,594-100%$12.7M———
Z3 Capital Partners, LLC
N/A—349,449-349,449-100%$8.1M———
Snowden Capital Advisors LLC
N/A—260,940-260,940-100%$6.0M———
Harbour Investments, Inc.
N/A—242,494-242,494-100%$5.6M———
Private Advisor Group, LLC
N/A—224,221-224,221-100%$5.2M———
Envestnet Asset Management Inc
N/A—222,832-222,832-100%$5.1M———
Janney Montgomery Scott LLC
N/A—147,431-147,431-100%$3.4M———
First Trust Advisors LP
N/A—128,579-128,579-100%$3.0M———
Stonebridge Financial Planning Group, LLC
N/A—103,280-103,280-100%$2.4M———
Delta Investment Management, LLC
N/A—102,998-102,998-100%$2.4M———
Foundations Investment Advisors, LLC
N/A—88,459-88,459-100%$2.0M———
Elevation Advisory Partners LLC
N/A—86,046-86,046-100%$2.0M———
Gladstone Institutional Advisory LLC
N/A—80,125-80,125-100%$1.9M———
Arax Advisory Partners
N/A—72,170-72,170-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—63,490-63,490-100%$1.5M———
Susquehanna International Group, LLP
N/A—61,682-61,682-100%$1.4M———
Silver OAK Securities, Incorporated
N/A—58,605-58,605-100%$1.4M———
MML Investors Services, LLC
N/A—52,621-52,621-100%$1.2M———
Atlas Wealth LLC
N/A—51,686-51,686-100%$1.2M———
Capital Analysts, LLC
N/A—43,440-43,440-100%$1.0M———
1776 Wealth LLC
N/A—42,871-42,871-100%$989.9K———
&partners
N/A—41,531-41,531-100%$956.6K———
Sanctuary Advisors, LLC
N/A—40,899-40,899-100%$944.4K———
Ameriprise Financial Inc
N/A—37,825-37,825-100%$873.4K———
Summit Financial, LLC
N/A—37,776-37,776-100%$872.2K———
HighTower Advisors, LLC
N/A—36,012-36,012-100%$831.5K———
Ameritas Advisory Services, LLC
N/A—35,872-35,872-100%$828.3K———
Uniting Wealth Partners, LLC
N/A—29,773-29,773-100%$687.5K———
Kovack Advisors, Inc.
N/A—29,763-29,763-100%$688.7K———
Pinnacle Financial Partners, Inc.
N/A—25,268-25,268-100%$583.5K———
Envestnet Portfolio Solutions, Inc.
N/A—23,424-23,424-100%$540.9K———
IHT Wealth Management, LLC
N/A—20,461-20,461-100%$472.5K———
Advisory Services Network, LLC
N/A—19,333-19,333-100%$446.4K———
Moors & Cabot, Inc.
N/A—19,283-19,283-100%$445.2K———
Jaffetilchin Investment Partners, LLC
N/A—19,222-19,222-100%$443.8K———
Orion Porfolio Solutions, LLC
N/A—18,848-18,848-100%$435.2K———
AE Wealth Management LLC
N/A—17,380-17,380-100%$401.3K———
OneDigital Investment Advisors LLC
N/A—15,492-15,492-100%$357.7K———
Van Diest Capital, LLC
N/A—15,243-15,243-100%$352.0K———
Faithward Advisors, LLC
N/A—13,512-13,512-100%$312.0K———
Gateway Wealth Partners, LLC
N/A—13,431-13,431-100%$310.1K———
Kingsview Wealth Management, LLC
N/A—13,093-13,093-100%$302.3K———
World Investment Advisors
N/A—11,043-11,043-100%$255.0K———
Advyzon Investment Management, LLC
N/A—10,943-10,943-100%$252.7K———
NewEdge Advisors, LLC
N/A—8,184-8,184-100%$189.0K———
Morgan Stanley
N/A—5,544-5,544-100%$128.0K———
Geneos Wealth Management Inc.
N/A—2,400-2,400-100%$55.4K———
Wells Fargo & Company
N/A—937-937-100%$21.6K———
Smartleaf Asset Management LLC
N/A—266-266-100%$6.1K———
Park Square Financial Group, LLC
N/A—26-26-100%$600———
Showing 119 of 119 institutions