FT Vest Rising Dividend Achi (RDVI)

CUSIP: 33738D879 | NYSE | 433 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AFirst Trust Portfolios L.P.	14,690,112	11.1%	−128,750	Sep 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.14,690,112

11.1% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Sort by

Commonwealth Equity Services, LLC2,121,503

0.1% of portfolio$59.1M

Kestra Advisory Services, LLC1,625,541

0.1% of portfolio$45.3M

Cambridge Investment Research Advisors, Inc.994,035

0.2% of portfolio$27.7M

Pinnacle Associates LTD856,465

0.3% of portfolio$23.9M

Park National Corp703,618

0.5% of portfolio$19.6M

Bullseye Investment Management, LLC645,845

8.9% of portfolio$18.0M

Summit Financial Wealth Advisors, LLC620,073

2.1% of portfolio$17.3M

VestGen Advisors, LLC565,072

0.5% of portfolio$15.8M

Adamsbrown Wealth Consultants LLC564,582

2.9% of portfolio$15.7M

Wealth Enhancement Advisory Services, LLC532,560

0.0% of portfolio$15.0M

Cooper Capital Advisors LLC508,538

5.8% of portfolio$14.2M

Beaumont Financial Advisors, LLC492,160

0.9% of portfolio$13.7M

Clarus Group, Inc.432,705

4.0% of portfolio$12.1M

Prime Capital Investment Advisors, LLC404,292

0.1% of portfolio$11.3M

Concurrent Investment Advisors, LLC402,759

0.1% of portfolio$11.2M

Farther Finance Advisors, LLC397,180

0.1% of portfolio$11.1M

Pinnacle Wealth Management Advisory Group, LLC349,433

0.6% of portfolio$9.7M

Echo Wealth Management, LLC345,534

4.7% of portfolio$9.6M

ARQ Wealth Advisors, LLC312,491

1.0% of portfolio$8.7M

Prospera Financial Services Inc302,108

0.1% of portfolio$8.5M

RFG Advisory, LLC300,761

0.1% of portfolio$8.4M

Aurora Private Wealth, Inc.270,272

9.5% of portfolio$7.5M

Atlas Private Wealth Advisors267,293

1.6% of portfolio$7.5M

IFP Advisors, Inc249,561

0.1% of portfolio$7.0M

James T. Borello RIA215,807

1.2% of portfolio$6.0M

RiverTree Advisors, LLC211,376

3.5% of portfolio$5.9M

Patriot Financial Group Insurance Agency, LLC208,711

0.6% of portfolio$5.8M

Meadow Creek Wealth Advisors LLC194,356

3.2% of portfolio$5.4M

Creative Financial Designs Inc193,732

0.2% of portfolio$5.4M

Buska Wealth Management, LLC191,803

1.8% of portfolio$5.3M

StoneCrest Wealth Management, Inc.182,774

1.6% of portfolio$5.1M

StoneX Group Inc.178,215

0.2% of portfolio$5.0M

Capital Investment Advisory Services, LLC177,823

0.3% of portfolio$5.0M

Trueblood Wealth Management, LLC173,205

1.7% of portfolio$4.8M

Semus Wealth Partners LLC172,512

2.2% of portfolio$4.8M

Langley Wealth Management, LLC170,842

4.7% of portfolio$4.8M

MGO One Seven LLC169,569

0.1% of portfolio$4.7M

Apollon Wealth Management, LLC169,171

0.1% of portfolio$4.7M

Prosperity Financial Group, Inc.168,771

1.4% of portfolio$4.7M

Centerpoint Advisory Group164,525

2.8% of portfolio$4.6M

G&S Capital LLC159,702

1.3% of portfolio$4.5M

Independent Financial Group, LLC159,106

0.1% of portfolio$4.4M

Retirement Planning Group, LLC156,711

0.1% of portfolio$4.4M

Accel Wealth Management155,662

0.9% of portfolio$4.3M

D.A. Davidson & Co.153,283

0.0% of portfolio$4.3M

Boyce & Associates Wealth Consulting, Inc.148,661

2.5% of portfolio$4.1M

Oppenheimer & Co Inc136,948

0.0% of portfolio$3.8M

Truist Financial Corp130,186

0.0% of portfolio$3.6M

KPP Advisory Services LLC108,563

0.5% of portfolio$3.0M

Wedbush Securities Inc106,540

0.2% of portfolio$3.0M

Beacon Financial Group105,708

0.3% of portfolio$2.9M

Integrity Alliance, Llc.104,679

0.1% of portfolio$2.9M

Brookstone Capital Management97,456

0.0% of portfolio$2.7M

Vima LLC93,120

2.7% of portfolio$2.6M

TrueWealth Advisors, LLC88,096

0.6% of portfolio$2.5M

Kestra Private Wealth Services, LLC86,832

0.0% of portfolio$2.4M

Catalyst Investment Management LLC85,831

2.1% of portfolio$2.4M

Balboa Wealth Partners80,495

0.3% of portfolio$2.2M

Indivisible Partners75,554

0.1% of portfolio$2.1M

Triumph Capital Management75,332

0.4% of portfolio$2.1M

Advisor OS, LLC74,540

0.1% of portfolio$2.1M

John W. Brooker & Co., CPAs73,649

2.3% of portfolio$2.1M

International Assets Investment Management, LLC73,095

0.1% of portfolio$2.1M

Quad-Cities Investment Group, LLC68,524

0.7% of portfolio$1.9M

EverSource Wealth Advisors, LLC68,031

0.1% of portfolio$1.9M

Dynamic Advisor Solutions LLC67,814

0.1% of portfolio$1.9M

Milestone Asset Management, LLC65,993

0.3% of portfolio$1.8M

MTM Investment Management, LLC65,810

0.5% of portfolio$1.8M

CoreCap Advisors, LLC64,077

0.1% of portfolio$1.8M

Legacy Capital Wealth Partners, LLC58,886

0.3% of portfolio$1.6M

Winnacle Wealth LLC56,634

1.0% of portfolio$1.6M

Sigma Planning Corp56,160

0.0% of portfolio$1.6M

Next Level Private LLC54,062

0.3% of portfolio$1.5M

Creative Planning53,776

0.0% of portfolio$1.5M

Core Wealth Partners LLC53,551

0.6% of portfolio$1.5M

Visionary Wealth Advisors51,205

0.1% of portfolio$1.4M

Asset Allocation Strategies LLC50,296

0.2% of portfolio$1.4M

Comprehensive Financial Planning, Inc.48,494

0.7% of portfolio$1.4M

Insight Advisors, LLC/ PA44,830

0.2% of portfolio$1.2M

Clear Creek Financial Management, LLC43,960

0.1% of portfolio$1.2M

Raab & Moskowitz Asset Management LLC41,025

0.2% of portfolio$1.1M

Ashton Thomas Private Wealth, LLC40,848

0.0% of portfolio$1.1M

Formidable Asset Management, LLC36,135

0.2% of portfolio$1.1M

Avidian Wealth Enterprises, LLC35,723

0.0% of portfolio$995.9K

Signature Equity Partners, LLC30,905

0.3% of portfolio$861.6K

Chilton Capital Management LLC30,798

0.0% of portfolio$858.6K

Cornerstone Wealth Management, LLC30,674

0.0% of portfolio$855.2K

Avior Wealth Management, LLC30,342

0.0% of portfolio$845.9K

Global Assets Advisory, LLC29,835

0.2% of portfolio$843.0K

Daymark Wealth Partners, LLC29,807

0.0% of portfolio$831.0K

Acorn Wealth Advisors, LLC29,788

0.2% of portfolio$830.5K

Private Trust Co NA29,558

0.1% of portfolio$824.1K

Integrated Advisors Network LLC29,239

0.0% of portfolio$815.2K

Tcfg Investment Advisors, LLC28,208

0.3% of portfolio$786.4K

Elevation Point Wealth Partners, LLC26,507

0.0% of portfolio$739.0K

National Wealth Management Group, LLC26,248

0.2% of portfolio$731.8K

Novem Group25,889

0.1% of portfolio$721.8K

Kingswood Wealth Advisors, LLC25,790

0.0% of portfolio$719.0K

Triad Wealth Partners, LLC25,567

0.0% of portfolio$712.8K

TKG Advisors, LLC24,433

0.2% of portfolio$681.2K

Wealthcare Advisory Partners LLC24,197

0.0% of portfolio$674.6K

MSH Capital Advisors LLC23,558

0.1% of portfolio$656.8K

Sovran Advisors, LLC22,373

0.0% of portfolio$632.0K

Sound Income Strategies, LLC20,661

0.0% of portfolio$583.7K

B. Riley Wealth Advisors, Inc.19,608

0.0% of portfolio$546.7K

Cyndeo Wealth Partners, LLC18,824

0.0% of portfolio$524.8K

QTR Family Wealth, LLC17,556

0.2% of portfolio$489.4K

Independent Wealth Network Inc.17,533

0.1% of portfolio$488.8K

HBW Advisory Services LLC16,961

0.0% of portfolio$472.9K

Whipplewood Advisors, LLC16,435

0.3% of portfolio$458.2K

First Heartland Consultants, Inc.15,976

0.0% of portfolio$445.4K

1834 Investment Advisors Co15,952

0.1% of portfolio$444.7K

Ignite Planners, LLC15,585

0.1% of portfolio$434.5K

Tounjian Advisory Partners, LLC15,247

0.2% of portfolio$425.1K

Koshinski Asset Management, Inc.14,766

0.0% of portfolio$411.7K

Tortuga Wealth Management, Inc14,623

0.3% of portfolio$407.8K

Southland Equity Partners LLC13,754

0.1% of portfolio$383.5K

WealthTrust Asset Management, LLC13,127

0.2% of portfolio$366.0K

Gerald Baker Financial Group LLC12,609

0.1% of portfolio$351.5K

Alessandra Capital Management, LLC11,900

0.2% of portfolio$331.8K

Summit Wealth Group LLC / Co11,187

0.0% of portfolio$311.9K

Titleist Asset Management, LLC10,520

0.0% of portfolio$293.3K

Wespac Advisors SoCal, LLC10,376

0.1% of portfolio$289.3K

Chris Bulman Inc10,166

0.1% of portfolio$283.4K

Axxcess Wealth Management, LLC10,076

0.0% of portfolio$280.9K

Ergawealth Advisors, Inc.9,569

0.1% of portfolio$266.8K

Total Clarity Wealth Management, Inc.9,355

0.1% of portfolio$260.8K

Hazlett, Burt & Watson, Inc.9,173

0.0% of portfolio$71.2K

Dhjj Financial Advisors, Ltd.9,149

0.1% of portfolio$255.1K

PFG Advisors9,023

0.0% of portfolio$251.6K

Rhodes Investment Advisors Inc8,425

0.2% of portfolio$234.9K

Northwest Wealth Advisors, LLC8,247

0.1% of portfolio$229.9K

Ascentis Independent Advisors8,243

0.0% of portfolio$229.8K

First Business Financial Services, Inc.8,052

0.0% of portfolio$224.5K

Mattern Wealth Management LLC8,000

0.0% of portfolio$223.0K

Split Rock Private Trading & Wealth Management, LLC7,696

0.1% of portfolio$214.6K

Treasure Coast Financial Planning7,576

0.1% of portfolio$211.2K

Smith Chas P & Associates PA Cpas7,500

0.0% of portfolio$211.7K

Winebrenner Capital Management LLC7,304

0.1% of portfolio$203.6K

SYM Financial Corp7,000

0.0% of portfolio$195.2K

Catherine Avery Investment Management LLC6,443

0.2% of portfolio$179.6K

Cape Investment Advisory, Inc.5,600

0.0% of portfolio$156.1K

IMG Wealth Management, Inc.5,473

0.1% of portfolio$152.6K

Lanark Financial, Inc.5,447

0.0% of portfolio$151.9K

Barrett & Company, Inc.4,600

0.0% of portfolio$128.2K

Trust Co of Vermont3,944

0.0% of portfolio$110.0K

Wagner Wealth Management, LLC3,070

0.0% of portfolio$85.6K

Elevation Wealth Partners, LLC2,053

0.0% of portfolio$57.2K

Main Street Group, LTD2,049

0.0% of portfolio$57.1K

Smallwood Wealth Investment Management, LLC2,000

0.0% of portfolio$55.8K

Parallel Advisors, LLC1,866

0.0% of portfolio$52.0K

SBI Securities Co., Ltd.1,528

0.0% of portfolio$42.6K

Archer Investment Corp1,208

0.0% of portfolio$33.7K

Avion Wealth1,033

0.0% of portfolio$28

Kozak & Associates, Inc.940

0.0% of portfolio$26.3K

Next Level Wealth Planning, LLC592

0.0% of portfolio$16.5K

Financial Network Wealth Advisors LLC517

0.0% of portfolio$14.4K

Godsey & Gibb, Inc96

0.0% of portfolio$2.7K

Downshift Financial, LLC25

0.0% of portfolio$697

Canton Hathaway, LLC24

0.0% of portfolio$669

Root Financial Partners, LLC3

0.0% of portfolio$84

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	2,121,503	$59.1M	0.1%	ETF	Low	Waltham, MA	2026-11-02
Kestra Advisory Services, LLC	1,625,541	$45.3M	0.1%	Core	Low	Austin, TX	2026-11-02
Cambridge Investment Research Advisors, Inc.	994,035	$27.7M	0.2%	ETF	Low	Fairfield, IA	2026-11-02
Pinnacle Associates LTD	856,465	$23.9M	0.3%	Core	Low	New York, NY	2026-10-20
Park National Corp	703,618	$19.6M	0.5%	Core	Low	Newark, OH	2026-10-05
Bullseye Investment Management, LLC	645,845	$18.0M	8.9%	ETF	Very High	Cincinnati, OH	2026-10-29
Summit Financial Wealth Advisors, LLC	620,073	$17.3M	2.1%	ETF	Low	Lafayette, LA	2026-10-15
VestGen Advisors, LLC	565,072	$15.8M	0.5%	Growth	Medium	Chicago, IL	2026-10-27
Adamsbrown Wealth Consultants LLC	564,582	$15.7M	2.9%	ETF	Low	Wichita, KS	2026-10-20
Wealth Enhancement Advisory Services, LLC	532,560	$15.0M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Cooper Capital Advisors LLC	508,538	$14.2M	5.8%	ETF	Medium	Encinitas, CA	2026-10-29
Beaumont Financial Advisors, LLC	492,160	$13.7M	0.9%	Growth	Medium	Needham, MA	2026-10-22
Clarus Group, Inc.	432,705	$12.1M	4.0%	ETF	Low	Houston, TX	2026-10-21
Prime Capital Investment Advisors, LLC	404,292	$11.3M	0.1%	ETF	Low	Overland Park, KS	2026-10-20
Concurrent Investment Advisors, LLC	402,759	$11.2M	0.1%	Growth	Medium	Tampa, FL	2026-10-16
Farther Finance Advisors, LLC	397,180	$11.1M	0.1%	Index	Low	San Francisco, CA	2026-10-08
Pinnacle Wealth Management Advisory Group, LLC	349,433	$9.7M	0.6%	Growth	Low	Red Bank, NJ	2026-10-23
Echo Wealth Management, LLC	345,534	$9.6M	4.7%	ETF	Low	Plymouth, MN	2026-10-15
ARQ Wealth Advisors, LLC	312,491	$8.7M	1.0%	ETF	Low	Scottsdale, AZ	2026-10-29
Prospera Financial Services Inc	302,108	$8.5M	0.1%	Core	Medium	Dallas, TX	2026-11-04
RFG Advisory, LLC	300,761	$8.4M	0.1%	ETF	Medium	Birmingham, AL	2026-11-03
Aurora Private Wealth, Inc.	270,272	$7.5M	9.5%	ETF	Low	Rockaway, NJ	2026-10-20
Atlas Private Wealth Advisors	267,293	$7.5M	1.6%	ETF	Low	Red Bank, NJ	2026-10-23
IFP Advisors, Inc	249,561	$7.0M	0.1%	Growth	Low	Tampa, FL	2026-10-16
James T. Borello RIA	215,807	$6.0M	1.2%	ETF	Very Low	East Dundee, IL	2026-10-16
RiverTree Advisors, LLC	211,376	$5.9M	3.5%	ETF	Medium	Winter Park, FL	2026-10-13
Patriot Financial Group Insurance Agency, LLC	208,711	$5.8M	0.6%	Growth	Low	Walpole, MA	2026-10-14
Meadow Creek Wealth Advisors LLC	194,356	$5.4M	3.2%	Core	Low	Atlanta, GA	2026-11-02
Creative Financial Designs Inc	193,732	$5.4M	0.2%	ETF	Medium	Kokomo, IN	2026-11-04
Buska Wealth Management, LLC	191,803	$5.3M	1.8%	ETF	Medium	Wausau, WI	2026-10-08
StoneCrest Wealth Management, Inc.	182,774	$5.1M	1.6%	ETF	Medium	Chandler, AZ	2026-11-03
StoneX Group Inc.	178,215	$5.0M	0.2%	ETF	Medium	New York, NY	2026-11-03
Capital Investment Advisory Services, LLC	177,823	$5.0M	0.3%	Core	Medium	Raleigh, NC	2026-10-30
Trueblood Wealth Management, LLC	173,205	$4.8M	1.7%	Core	Low	Lima, OH	2026-10-23
Semus Wealth Partners LLC	172,512	$4.8M	2.2%	Growth	Low	Boca Raton, FL	2026-10-22
Langley Wealth Management, LLC	170,842	$4.8M	4.7%	Core	N/A	Corinth, MS	2026-11-04
MGO One Seven LLC	169,569	$4.7M	0.1%	Growth	Low	Beachwood, OH	2026-10-28
Apollon Wealth Management, LLC	169,171	$4.7M	0.1%	Growth	Low	Mount Pleasant, SC	2026-10-23
Prosperity Financial Group, Inc.	168,771	$4.7M	1.4%	Growth	Medium	San Ramon, CA	2026-10-29
Centerpoint Advisory Group	164,525	$4.6M	2.8%	ETF	Low	Overland Park, KS	2026-10-23
G&S Capital LLC	159,702	$4.5M	1.3%	Core	Medium	Denver, CO	2026-10-23
Independent Financial Group, LLC	159,106	$4.4M	0.1%	Growth	Low	San Diego, CA	2026-10-13
Retirement Planning Group, LLC	156,711	$4.4M	0.1%	ETF	Very Low	Leawood, KS	2026-10-19
Accel Wealth Management	155,662	$4.3M	0.9%	ETF	Low	Waverly, IA	2026-10-13
D.A. Davidson & Co.	153,283	$4.3M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Boyce & Associates Wealth Consulting, Inc.	148,661	$4.1M	2.5%	ETF	Medium	Cedar Park, TX	2026-10-14
Oppenheimer & Co Inc	136,948	$3.8M	0.0%	Core	Low	New York, NY	2026-10-26
Truist Financial Corp	130,186	$3.6M	0.0%	Core	Low	Charlotte, NC	2026-10-30
KPP Advisory Services LLC	108,563	$3.0M	0.5%	Growth	Medium	Louisville, KY	2026-10-26
Wedbush Securities Inc	106,540	$3.0M	0.2%	Core	Low	Pasadena, CA	2026-10-22
Beacon Financial Group	105,708	$2.9M	0.3%	ETF	Medium	Dallas, TX	2026-10-19
Integrity Alliance, Llc.	104,679	$2.9M	0.1%	ETF	Medium	Urbandale, IA	2026-10-29
Brookstone Capital Management	97,456	$2.7M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Vima LLC	93,120	$2.6M	2.7%	Core	Low	Troy, MI	2026-10-23
TrueWealth Advisors, LLC	88,096	$2.5M	0.6%	ETF	Medium	Birmingham, AL	2026-10-09
Kestra Private Wealth Services, LLC	86,832	$2.4M	0.0%	Growth	Low	Austin, TX	2026-10-30
Catalyst Investment Management LLC	85,831	$2.4M	2.1%	ETF	Medium	Windham, NH	2026-10-21
Balboa Wealth Partners	80,495	$2.2M	0.3%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Indivisible Partners	75,554	$2.1M	0.1%	Growth	Medium	Clearwater, FL	2026-10-26
Triumph Capital Management	75,332	$2.1M	0.4%	ETF	Medium	Denver, CO	2026-10-14
Advisor OS, LLC	74,540	$2.1M	0.1%	ETF	Medium	Chicago, IL	2026-11-03
John W. Brooker & Co., CPAs	73,649	$2.1M	2.3%	ETF	Medium	Oakland, CA	2026-10-21
International Assets Investment Management, LLC	73,095	$2.1M	0.1%	Core	Very High	Orlando, FL	2026-11-02
Quad-Cities Investment Group, LLC	68,524	$1.9M	0.7%	Core	Low	Davenport, IA	2026-10-16
EverSource Wealth Advisors, LLC	68,031	$1.9M	0.1%	Core	Medium	Birmingham, AL	2026-11-04
Dynamic Advisor Solutions LLC	67,814	$1.9M	0.1%	ETF	Low	Phoenix, AZ	2026-10-13
Milestone Asset Management, LLC	65,993	$1.8M	0.3%	Growth	High	Pittsburgh, PA	2026-10-15
MTM Investment Management, LLC	65,810	$1.8M	0.5%	Core	Very Low	Spartanburg, SC	2026-10-30
CoreCap Advisors, LLC	64,077	$1.8M	0.1%	ETF	Medium	Southfield, MI	2026-10-08
Legacy Capital Wealth Partners, LLC	58,886	$1.6M	0.3%	Core	Medium	Little Rock, AR	2026-10-21
Winnacle Wealth LLC	56,634	$1.6M	1.0%	Core	Medium	Waco, TX	2026-10-15
Sigma Planning Corp	56,160	$1.6M	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Next Level Private LLC	54,062	$1.5M	0.3%	Core	Very Low	Harrison, NY	2026-10-20
Creative Planning	53,776	$1.5M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Core Wealth Partners LLC	53,551	$1.5M	0.6%	Growth	Low	Santa Rosa, CA	2026-11-02
Visionary Wealth Advisors	51,205	$1.4M	0.1%	ETF	Low	O'Fallon, IL	2026-11-04
Asset Allocation Strategies LLC	50,296	$1.4M	0.2%	ETF	Medium	Farmington, MI	2026-10-20
Comprehensive Financial Planning, Inc.	48,494	$1.4M	0.7%	Agg Growth	Low	East Petersburg, PA	2026-10-27
Insight Advisors, LLC/ PA	44,830	$1.2M	0.2%	ETF	Medium	Newtown, PA	2026-10-22
Clear Creek Financial Management, LLC	43,960	$1.2M	0.1%	ETF	Medium	Silverdale, WA	2026-10-28
Raab & Moskowitz Asset Management LLC	41,025	$1.1M	0.2%	Core	Low	Chatham, NJ	2026-11-02
Ashton Thomas Private Wealth, LLC	40,848	$1.1M	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Formidable Asset Management, LLC	36,135	$1.1M	0.2%	Core	Low	Cincinnati, OH	2026-11-03
Avidian Wealth Enterprises, LLC	35,723	$995.9K	0.0%	ETF	Low	Houston, TX	2026-10-08
Signature Equity Partners, LLC	30,905	$861.6K	0.3%	Growth	Medium	Columbus, OH	2026-10-29
Chilton Capital Management LLC	30,798	$858.6K	0.0%	Growth	Medium	Houston, TX	2026-10-28
Cornerstone Wealth Management, LLC	30,674	$855.2K	0.0%	ETF	Very Low	St. Peters, MO	2026-11-04
Avior Wealth Management, LLC	30,342	$845.9K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Global Assets Advisory, LLC	29,835	$843.0K	0.2%	Growth	High	Orlando, FL	2026-10-28
Daymark Wealth Partners, LLC	29,807	$831.0K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Acorn Wealth Advisors, LLC	29,788	$830.5K	0.2%	ETF	Low	Grand Blanc, MI	2026-10-19
Private Trust Co NA	29,558	$824.1K	0.1%	Core	Low	Cleveland, OH	2026-10-20
Integrated Advisors Network LLC	29,239	$815.2K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
Tcfg Investment Advisors, LLC	28,208	$786.4K	0.3%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Elevation Point Wealth Partners, LLC	26,507	$739.0K	0.0%	Core	High	Denver, CO	2026-11-05
National Wealth Management Group, LLC	26,248	$731.8K	0.2%	ETF	Medium	Cincinnati, OH	2026-10-26
Novem Group	25,889	$721.8K	0.1%	ETF	Medium	Rochester, NY	2026-10-19
Kingswood Wealth Advisors, LLC	25,790	$719.0K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Triad Wealth Partners, LLC	25,567	$712.8K	0.0%	ETF	Medium	Lawrence, KS	2026-10-26
TKG Advisors, LLC	24,433	$681.2K	0.2%	Momentum	Medium	Valparaiso, IN	2026-11-02
Wealthcare Advisory Partners LLC	24,197	$674.6K	0.0%	ETF	Low	West Chester, PA	2026-10-21
MSH Capital Advisors LLC	23,558	$656.8K	0.1%	Core	Low	Scottsdale, AZ	2026-11-03
Sovran Advisors, LLC	22,373	$632.0K	0.0%	ETF	Medium	San Diego, CA	2026-11-02
Sound Income Strategies, LLC	20,661	$583.7K	0.0%	Yield	Medium	Ft Lauderdale, FL	2026-10-09
B. Riley Wealth Advisors, Inc.	19,608	$546.7K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Cyndeo Wealth Partners, LLC	18,824	$524.8K	0.0%	Core	Medium	St. Petersburg, FL	2026-10-16
QTR Family Wealth, LLC	17,556	$489.4K	0.2%	Growth	Medium	Lake Mary, FL	2026-11-02
Independent Wealth Network Inc.	17,533	$488.8K	0.1%	ETF	Medium	Urbandale, IA	2026-10-19
HBW Advisory Services LLC	16,961	$472.9K	0.0%	ETF	Medium	Simi Valley, CA	2026-10-15
Whipplewood Advisors, LLC	16,435	$458.2K	0.3%	ETF	Low	Littleton, CO	2026-10-20
First Heartland Consultants, Inc.	15,976	$445.4K	0.0%	ETF	Medium	Lake St. Louis, MO	2026-10-08
1834 Investment Advisors Co	15,952	$444.7K	0.1%	Value	Low	Milwaukee, WI	2026-10-16
Ignite Planners, LLC	15,585	$434.5K	0.1%	Core	Low	San Clemente, CA	2026-10-14
Tounjian Advisory Partners, LLC	15,247	$425.1K	0.2%	Growth	High	Fort Myers, FL	2026-11-04
Koshinski Asset Management, Inc.	14,766	$411.7K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Tortuga Wealth Management, Inc	14,623	$407.8K	0.3%	Core	Low	Torrance, CA	2026-10-27
Southland Equity Partners LLC	13,754	$383.5K	0.1%	ETF	Low	Wildwood, MO	2026-10-14
WealthTrust Asset Management, LLC	13,127	$366.0K	0.2%	GARP	Medium	Destin, FL	2026-10-22
Gerald Baker Financial Group LLC	12,609	$351.5K	0.1%	GARP	Low	Arlington, TX	2026-10-09
Alessandra Capital Management, LLC	11,900	$331.8K	0.2%	Core	Medium	Torrance, CA	2026-10-30
Summit Wealth Group LLC / Co	11,187	$311.9K	0.0%	ETF	High	Colorado Springs, CO	2026-10-29
Titleist Asset Management, LLC	10,520	$293.3K	0.0%	ETF	Low	San Antonio, TX	2026-10-08
Wespac Advisors SoCal, LLC	10,376	$289.3K	0.1%	Growth	Medium	Pasadena, CA	2026-10-13
Chris Bulman Inc	10,166	$283.4K	0.1%	ETF	Low	Roseville, CA	2026-10-20
Axxcess Wealth Management, LLC	10,076	$280.9K	0.0%	Core	Low	Carlsbad, CA	2026-10-21
Ergawealth Advisors, Inc.	9,569	$266.8K	0.1%	ETF	Medium	Oak Brook, IL	2026-10-21
Total Clarity Wealth Management, Inc.	9,355	$260.8K	0.1%	ETF	Medium	St. Charles, IL	2026-10-26
Hazlett, Burt & Watson, Inc.	9,173	$71.2K	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Dhjj Financial Advisors, Ltd.	9,149	$255.1K	0.1%	ETF	Very Low	Naperville, IL	2026-10-23
PFG Advisors	9,023	$251.6K	0.0%	ETF	Medium	Phoenix, AZ	2026-10-16
Rhodes Investment Advisors Inc	8,425	$234.9K	0.2%	Core	Medium	Fort Worth, TX	2026-10-07
Northwest Wealth Advisors, LLC	8,247	$229.9K	0.1%	ETF	Very Low	Bellingham, WA	2026-11-02
Ascentis Independent Advisors	8,243	$229.8K	0.0%	ETF	Low	Dallas, TX	2026-11-03
First Business Financial Services, Inc.	8,052	$224.5K	0.0%	ETF	Very Low	Madison, WI	2026-10-29
Mattern Wealth Management LLC	8,000	$223.0K	0.0%	ETF	Very Low	Lawrence, KS	2026-11-04
Split Rock Private Trading & Wealth Management, LLC	7,696	$214.6K	0.1%	Growth	Medium	Cloquet, MN	2026-10-15
Treasure Coast Financial Planning	7,576	$211.2K	0.1%	ETF	Very Low	Vero Beach, FL	2026-11-03
Smith Chas P & Associates PA Cpas	7,500	$211.7K	0.0%	Core	Very Low	Lakeland, FL	2026-10-22
Winebrenner Capital Management LLC	7,304	$203.6K	0.1%	ETF	Low	Louisville, KY	2026-10-07
SYM Financial Corp	7,000	$195.2K	0.0%	ETF	Very Low	Winona Lake, IN	2026-10-26
Catherine Avery Investment Management LLC	6,443	$179.6K	0.2%	Core	Medium	Longboat Key, FL	2026-10-14
Cape Investment Advisory, Inc.	5,600	$156.1K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
IMG Wealth Management, Inc.	5,473	$152.6K	0.1%	ETF	Medium	Jacksonville, FL	2026-10-27
Lanark Financial, Inc.	5,447	$151.9K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Barrett & Company, Inc.	4,600	$128.2K	0.0%	ETF	Low	Providence, RI	2026-10-22
Trust Co of Vermont	3,944	$110.0K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Wagner Wealth Management, LLC	3,070	$85.6K	0.0%	ETF	Low	Greenville, SC	2026-10-21
Elevation Wealth Partners, LLC	2,053	$57.2K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Main Street Group, LTD	2,049	$57.1K	0.0%	ETF	Medium	Glen Allen, VA	2026-10-28
Smallwood Wealth Investment Management, LLC	2,000	$55.8K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Parallel Advisors, LLC	1,866	$52.0K	0.0%	Index	Low	San Francisco, CA	2026-11-03
SBI Securities Co., Ltd.	1,528	$42.6K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Archer Investment Corp	1,208	$33.7K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Avion Wealth	1,033	$28	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Kozak & Associates, Inc.	940	$26.3K	0.0%	ETF	Low	Highlands Ranch, CO	2026-10-29
Next Level Wealth Planning, LLC	592	$16.5K	0.0%	ETF	Very Low	Meridian, ID	2026-10-29
Financial Network Wealth Advisors LLC	517	$14.4K	0.0%	ETF	Low	Murray, UT	2026-10-28
Godsey & Gibb, Inc	96	$2.7K	0.0%	Core	Low	Richmond, VA	2026-10-14
Downshift Financial, LLC	25	$697	0.0%	ETF	Low	Boulder, CO	2026-10-13
Canton Hathaway, LLC	24	$669	0.0%	Value	Low	Providence, RI	2026-10-23
Root Financial Partners, LLC	3	$84	0.0%	ETF	Medium	Encinitas, CA	2026-10-21