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FT Vest US Equity Moderate B (GJUN)

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
Shares1,620,186 from 238,641
Change+1,381,545 (+579%)
Value$68.0M (+$58.1M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares245,710 from 424,651
Change-178,941 (-42%)
Value$10.3M (-$7.2M)
Filed 2026-10-15
First International Bank of Israel Ltd.
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$8.4M (+$150.0K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares145,351 from 148,862
Change-3,511 (-2%)
Value$6.1M (-$35.6K)
Filed 2026-11-02
Avantra Family Wealth, Inc.
INCREASED
Shares111,532 from 108,930
Change+2,602 (+2%)
Value$4.7M (+$190.8K)
Filed 2026-10-20
Schulz Wealth, Ltd.
INCREASED
Shares58,314 from 55,886
Change+2,428 (+4%)
Value$2.4M (+$143.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares55,499 from 50,994
Change+4,505 (+9%)
Value$2.3M (+$228.0K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares48,669 from 45,688
Change+2,981 (+7%)
Value$2.0M (+$159.3K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares41,412 from 41,341
Change+71 (+0%)
Value$627.6K (+$11.6K)
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares37,251 from 35,535
Change+1,716 (+5%)
Value$1.6M (+$98.6K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares36,689 from 36,627
Change+62 (+0%)
Value$1.5M (+$30.1K)
Filed 2026-10-30
Keystone Wealth Services, LLC
INCREASED
Shares36,262 from 36,071
Change+191 (+1%)
Value$1.5M (+$36.4K)
Filed 2026-11-03
Diligent Investors, LLC
UNCHANGED
Shares34,481 from 34,481
Change0 (0%)
Value$1.4M (+$25.9K)
Filed 2026-10-21
Range Financial Group LLC
UNCHANGED
Shares33,091 from 33,091
Change0 (0%)
Value$1.4M (+$24.8K)
Filed 2026-10-21
City Holding Co
DECREASED
Shares30,100 from 31,100
Change-1,000 (-3%)
Value$1.3M (-$18.6K)
Filed 2026-10-19
AdvisorNet Financial, Inc
UNCHANGED
Shares29,814 from 29,814
Change0 (0%)
Value$1.3M (+$28.3K)
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares29,396 from 30,122
Change-726 (-2%)
Value$1.2M (-$20.2K)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares26,558 from 26,558
Change0 (0%)
Value$1.1M (+$24.4K)
Filed 2026-10-13
Ignite Planners, LLC
INCREASED
Shares24,136 from 21,156
Change+2,980 (+14%)
Value$1.0M (+$140.8K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares19,947 from 17,309
Change+2,638 (+15%)
Value$837.0K (+$124.0K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares19,051 from 18,031
Change+1,020 (+6%)
Value$799.0K (+$56.3K)
Filed 2026-10-13
NovaPoint Capital, LLC
UNCHANGED
Shares17,822 from 17,822
Change0 (0%)
Value$747.5K (+$13.4K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares17,372 from 10,499
Change+6,873 (+65%)
Value$728.6K (+$296.1K)
Filed 2026-10-16
Americana Partners, LLC
DECREASED
Shares16,365 from 32,256
Change-15,891 (-49%)
Value$686.3K (-$642.3K)
Filed 2026-10-28
Langley Wealth Management, LLC
DECREASED
Shares16,353 from 21,138
Change-4,785 (-23%)
Value$685.8K (-$184.8K)
Filed 2026-11-04
Madrona Financial Services, LLC
UNCHANGED
Shares16,047 from 16,047
Change0 (0%)
Value$673.0K (+$12.0K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares15,498 from 6,869
Change+8,629 (+126%)
Value$650.0K (+$367.1K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares14,660 from 17,545
Change-2,885 (-16%)
Value$614.9K (-$107.8K)
Filed 2026-10-08
Santori & Peters, Inc.
INCREASED
Shares14,150 from 14,070
Change+80 (+1%)
Value$593.5K (+$13.9K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares13,658 from 12,455
Change+1,203 (+10%)
Value$572.8K (+$59.8K)
Filed 2026-11-04
Lionshead Wealth Management, LLC
NEW
Shares12,355
Change+12,355
Value$518.2K
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares11,737 from 11,737
Change0 (0%)
Value$483.4K ($0)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares10,880 from 10,880
Change0 (0%)
Value$456.3K (+$8.2K)
Filed 2026-10-16
New Wave Wealth Advisors LLC
UNCHANGED
Shares10,782 from 10,782
Change0 (0%)
Value$457.2K (+$13.1K)
Filed 2026-10-19
BFI Wealth Solutions, LLC
DECREASED
Shares10,598 from 10,708
Change-110 (-1%)
Value$444.5K (+$3.4K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares10,435 from 9,562
Change+873 (+9%)
Value$437.6K (+$43.8K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares10,426 from 17,571
Change-7,145 (-41%)
Value$437.3K (-$286.5K)
Filed 2026-10-22
Reap Financial Group, LLC
DECREASED
Shares10,254 from 12,431
Change-2,177 (-18%)
Value$430.1K (-$82.0K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
NEW
Shares10,127
Change+10,127
Value$424.7K
Filed 2026-10-23
Norden Group LLC
UNCHANGED
Shares9,585 from 9,585
Change0 (0%)
Value$402.0K (+$7.2K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares8,211 from 7,825
Change+386 (+5%)
Value$344.4K (+$22.1K)
Filed 2026-10-16
Prosperity Financial Group, Inc.
UNCHANGED
Shares7,933 from 7,933
Change0 (0%)
Value$332.7K (+$6.0K)
Filed 2026-10-29
MGO One Seven LLC
UNCHANGED
Shares7,839 from 7,839
Change0 (0%)
Value$328.8K (+$5.9K)
Filed 2026-10-28
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares7,714 from 7,714
Change0 (0%)
Value$323.5K (+$5.8K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares7,660 from 7,660
Change0 (0%)
Value$321.3K (+$5.7K)
Filed 2026-10-29
Crusonia Wealth Advisors LLC
UNCHANGED
Shares7,275 from 7,275
Change0 (0%)
Value$305.1K (+$5.5K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares6,548 from 6,548
Change0 (0%)
Value$274.6K (+$4.9K)
Filed 2026-10-23
Seven Hills Financial, LLC
NEW
Shares6,080
Change+6,080
Value$255.0K
Filed 2026-10-13
LVZ, Inc.
NEW
Shares5,853
Change+5,853
Value$245.5K
Filed 2026-10-20
StoneX Group Inc.
DECREASED
Shares5,737 from 7,960
Change-2,223 (-28%)
Value$240.6K (-$86.5K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares5,720 from 5,720
Change0 (0%)
Value$239.9K (+$4.3K)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares5,527 from 84,174
Change-78,647 (-93%)
Value$231.8K (-$3.2M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$223.8K (+$4.0K)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
UNCHANGED
Shares5,138 from 5,138
Change0 (0%)
Value$217.7K (+$6.2K)
Filed 2026-10-09
Chris Bulman Inc
UNCHANGED
Shares5,091 from 5,091
Change0 (0%)
Value$213.5K (+$3.8K)
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares4,682 from 4,682
Change0 (0%)
Value$196.4K (+$3.5K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
UNCHANGED
Shares4,372 from 4,372
Change0 (0%)
Value$183.4K (+$3.3K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
NEW
Shares4,000
Change+4,000
Value$167.8K
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares3,850 from 6,750
Change-2,900 (-43%)
Value$161.5K (-$116.6K)
Filed 2026-11-03
GoalVest Advisory LLC
DECREASED
Shares3,783 from 4,116
Change-333 (-8%)
Value$158.7K (-$10.9K)
Filed 2026-10-02
IFP Advisors, Inc
DECREASED
Shares2,921 from 7,316
Change-4,395 (-60%)
Value$122.5K (-$178.8K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$47.9K (+$856)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$46.7K (+$835)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares581 from 607
Change-26 (-4%)
Value$24.4K (-$635)
Filed 2026-11-02
IMG Wealth Management, Inc.
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$17.3K (+$309)
Filed 2026-10-27
Reicon Wealth Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.6K (+$225)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares285 from 184
Change+101 (+55%)
Value$12.0K (+$4.4K)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$7.4K (+$132)
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.6K (+$28)
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$210 ($0)
Filed 2026-10-30
BAM Wealth Management, LLC
CLOSED
Shares0 from 104,305
Change-104,305 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-15
Strategic Blueprint, LLC
CLOSED
Shares0 from 18,219
Change-18,219 (-100%)
Value$0 (-$750.4K)
Filed 2026-10-22
Independent Financial Group, LLC
CLOSED
Shares0 from 11,459
Change-11,459 (-100%)
Value$0 (-$472.0K)
Filed 2026-10-13
World Equity Group, Inc.
CLOSED
Shares0 from 11,283
Change-11,283 (-100%)
Value$0 (-$464.7K)
Filed 2026-10-14
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 5,093
Change-5,093 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$41.2K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 725,061
Change-725,061 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 492,470
Change-492,470 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 474,211
Change-474,211 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 429,079
Change-429,079 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 375,220
Change-375,220 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 263,272
Change-263,272 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 141,194
Change-141,194 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 105,248
Change-105,248 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 86,666
Change-86,666 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 45,627
Change-45,627 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 43,979
Change-43,979 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 43,132
Change-43,132 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,784
Change-39,784 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 35,913
Change-35,913 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 35,099
Change-35,099 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 31,290
Change-31,290 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 31,020
Change-31,020 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 27,341
Change-27,341 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,302
Change-25,302 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 25,146
Change-25,146 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 24,856
Change-24,856 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 24,856
Change-24,856 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 23,198
Change-23,198 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,111
Change-23,111 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 21,935
Change-21,935 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,150
Change-20,150 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 18,750
Change-18,750 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 16,947
Change-16,947 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,666
Change-16,666 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,415
Change-15,415 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,318
Change-15,318 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 14,350
Change-14,350 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 13,596
Change-13,596 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,435
Change-13,435 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 12,962
Change-12,962 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 11,584
Change-11,584 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,782
Change-9,782 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,627
Change-9,627 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,231
Change-9,231 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,647
Change-7,647 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,868
Change-6,868 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,048
Change-6,048 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 64
Change-64 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED1,620,186238,641+1,381,545+579%$9.8M$68.0M+$58.1M2026-11-02
Atria Investments, Inc
DECREASED245,710424,651-178,941-42%$17.5M$10.3M-$7.2M2026-10-15
First International Bank of Israel Ltd.
UNCHANGED200,000200,00000%$8.2M$8.4M+$150.0K2026-11-04
Kestra Advisory Services, LLC
DECREASED145,351148,862-3,511-2%$6.1M$6.1M-$35.6K2026-11-02
Avantra Family Wealth, Inc.
INCREASED111,532108,930+2,602+2%$4.5M$4.7M+$190.8K2026-10-20
Schulz Wealth, Ltd.
INCREASED58,31455,886+2,428+4%$2.3M$2.4M+$143.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED55,49950,994+4,505+9%$2.1M$2.3M+$228.0K2026-11-02
Founders Financial Securities LLC
INCREASED48,66945,688+2,981+7%$1.9M$2.0M+$159.3K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED41,41241,341+71+0%$615.9K$627.6K+$11.6K2026-10-13
Archer Investment Corp
INCREASED37,25135,535+1,716+5%$1.5M$1.6M+$98.6K2026-11-05
Truist Financial Corp
INCREASED36,68936,627+62+0%$1.5M$1.5M+$30.1K2026-10-30
Keystone Wealth Services, LLC
INCREASED36,26236,071+191+1%$1.5M$1.5M+$36.4K2026-11-03
Diligent Investors, LLC
UNCHANGED34,48134,48100%$1.4M$1.4M+$25.9K2026-10-21
Range Financial Group LLC
UNCHANGED33,09133,09100%$1.4M$1.4M+$24.8K2026-10-21
City Holding Co
DECREASED30,10031,100-1,000-3%$1.3M$1.3M-$18.6K2026-10-19
AdvisorNet Financial, Inc
UNCHANGED29,81429,81400%$1.2M$1.3M+$28.3K2026-10-15
Triad Wealth Partners, LLC
DECREASED29,39630,122-726-2%$1.3M$1.2M-$20.2K2026-10-26
NorthCrest Asset Manangement, LLC
UNCHANGED26,55826,55800%$1.1M$1.1M+$24.4K2026-10-13
Ignite Planners, LLC
INCREASED24,13621,156+2,980+14%$871.4K$1.0M+$140.8K2026-10-14
Park Avenue Securities LLC
INCREASED19,94717,309+2,638+15%$713.0K$837.0K+$124.0K2026-10-26
Signal Advisors Wealth, LLC
INCREASED19,05118,031+1,020+6%$742.7K$799.0K+$56.3K2026-10-13
NovaPoint Capital, LLC
UNCHANGED17,82217,82200%$734.1K$747.5K+$13.4K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED17,37210,499+6,873+65%$432.5K$728.6K+$296.1K2026-10-16
Americana Partners, LLC
DECREASED16,36532,256-15,891-49%$1.3M$686.3K-$642.3K2026-10-28
Langley Wealth Management, LLC
DECREASED16,35321,138-4,785-23%$870.7K$685.8K-$184.8K2026-11-04
Madrona Financial Services, LLC
UNCHANGED16,04716,04700%$661.0K$673.0K+$12.0K2026-10-23
First Heartland Consultants, Inc.
INCREASED15,4986,869+8,629+126%$282.9K$650.0K+$367.1K2026-10-08
Farther Finance Advisors, LLC
DECREASED14,66017,545-2,885-16%$722.7K$614.9K-$107.8K2026-10-08
Santori & Peters, Inc.
INCREASED14,15014,070+80+1%$579.5K$593.5K+$13.9K2026-10-26
Uptick Partners, LLC
INCREASED13,65812,455+1,203+10%$513.0K$572.8K+$59.8K2026-11-04
Lionshead Wealth Management, LLC
NEW12,355—+12,355——$518.2K—2026-10-21
PKS Advisory Services, LLC
UNCHANGED11,73711,73700%$483.4K$483.4K$02026-10-26
Robertson Stephens Wealth Management, LLC
UNCHANGED10,88010,88000%$448.1K$456.3K+$8.2K2026-10-16
New Wave Wealth Advisors LLC
UNCHANGED10,78210,78200%$444.1K$457.2K+$13.1K2026-10-19
BFI Wealth Solutions, LLC
DECREASED10,59810,708-110-1%$441.1K$444.5K+$3.4K2026-10-16
CoreCap Advisors, LLC
INCREASED10,4359,562+873+9%$393.9K$437.6K+$43.8K2026-10-08
Brookstone Capital Management
DECREASED10,42617,571-7,145-41%$723.7K$437.3K-$286.5K2026-10-22
Reap Financial Group, LLC
DECREASED10,25412,431-2,177-18%$512.0K$430.1K-$82.0K2026-11-02
Kingswood Wealth Advisors, LLC
NEW10,127—+10,127——$424.7K—2026-10-23
Norden Group LLC
UNCHANGED9,5859,58500%$394.8K$402.0K+$7.2K2026-10-20
Quad-Cities Investment Group, LLC
INCREASED8,2117,825+386+5%$322.3K$344.4K+$22.1K2026-10-16
Prosperity Financial Group, Inc.
UNCHANGED7,9337,93300%$326.8K$332.7K+$6.0K2026-10-29
MGO One Seven LLC
UNCHANGED7,8397,83900%$322.9K$328.8K+$5.9K2026-10-28
Summit Financial Wealth Advisors, LLC
UNCHANGED7,7147,71400%$317.7K$323.5K+$5.8K2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED7,6607,66000%$315.5K$321.3K+$5.7K2026-10-29
Crusonia Wealth Advisors LLC
UNCHANGED7,2757,27500%$299.7K$305.1K+$5.5K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED6,5486,54800%$269.7K$274.6K+$4.9K2026-10-23
Seven Hills Financial, LLC
NEW6,080—+6,080——$255.0K—2026-10-13
LVZ, Inc.
NEW5,853—+5,853——$245.5K—2026-10-20
StoneX Group Inc.
DECREASED5,7377,960-2,223-28%$327.1K$240.6K-$86.5K2026-11-03
Cornell Pochily Investment Advisors, Inc.
UNCHANGED5,7205,72000%$235.6K$239.9K+$4.3K2026-10-19
VestGen Advisors, LLC
DECREASED5,52784,174-78,647-93%$3.5M$231.8K-$3.2M2026-10-27
Kestra Private Wealth Services, LLC
UNCHANGED5,3355,33500%$219.7K$223.8K+$4.0K2026-10-30
Castle Rock Wealth Management, LLC
UNCHANGED5,1385,13800%$211.5K$217.7K+$6.2K2026-10-09
Chris Bulman Inc
UNCHANGED5,0915,09100%$209.7K$213.5K+$3.8K2026-10-20
Lanark Financial, Inc.
UNCHANGED4,6824,68200%$192.9K$196.4K+$3.5K2026-10-26
Tounjian Advisory Partners, LLC
UNCHANGED4,3724,37200%$180.1K$183.4K+$3.3K2026-11-04
Pinnacle Wealth Planning Services, Inc.
NEW4,000—+4,000——$167.8K—2026-10-27
Parallel Advisors, LLC
DECREASED3,8506,750-2,900-43%$278.0K$161.5K-$116.6K2026-11-03
GoalVest Advisory LLC
DECREASED3,7834,116-333-8%$169.5K$158.7K-$10.9K2026-10-02
IFP Advisors, Inc
DECREASED2,9217,316-4,395-60%$301.3K$122.5K-$178.8K2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED1,1421,14200%$47.0K$47.9K+$8562026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED1,1131,11300%$45.8K$46.7K+$8352026-10-28
Lloyd Advisory Services, Llc.
DECREASED581607-26-4%$25.0K$24.4K-$6352026-11-02
IMG Wealth Management, Inc.
UNCHANGED41241200%$17.0K$17.3K+$3092026-10-27
Reicon Wealth Advisors, LLC
UNCHANGED30030000%$12.4K$12.6K+$2252026-11-04
Capital Investment Advisory Services, LLC
INCREASED285184+101+55%$7.6K$12.0K+$4.4K2026-10-30
Assetmark, Inc
UNCHANGED17717700%$7.3K$7.4K+$1322026-10-21
Evolution Wealth Management Inc.
UNCHANGED373700%$1.5K$1.6K+$282026-10-28
Compass Financial Management LLC
UNCHANGED5500%$210$210$02026-10-30
BAM Wealth Management, LLC
CLOSED0104,305-104,305-100%$4.3M$0-$4.3M2026-10-15
Strategic Blueprint, LLC
CLOSED018,219-18,219-100%$750.4K$0-$750.4K2026-10-22
Independent Financial Group, LLC
CLOSED011,459-11,459-100%$472.0K$0-$472.0K2026-10-13
World Equity Group, Inc.
CLOSED011,283-11,283-100%$464.7K$0-$464.7K2026-10-14
Commonwealth Financial Services, LLC
CLOSED05,093-5,093-100%$209.8K$0-$209.8K2026-10-20
Bullseye Investment Management, LLC
CLOSED01,000-1,000-100%$41.2K$0-$41.2K2026-10-29
Raymond James Financial Inc
N/A—725,061-725,061-100%$29.9M———
Cetera Investment Advisers
N/A—492,470-492,470-100%$20.3M———
Envestnet Asset Management Inc
N/A—474,211-474,211-100%$19.5M———
Osaic Holdings, Inc.
N/A—429,079-429,079-100%$17.7M———
LPL Financial LLC
N/A—375,220-375,220-100%$15.5M———
Mariner, LLC
N/A—263,272-263,272-100%$10.8M———
Focus Partners Wealth
N/A—141,194-141,194-100%$5.8M———
MAI Capital Management
N/A—105,248-105,248-100%$4.3M———
CreativeOne Wealth, LLC
N/A—86,666-86,666-100%$3.6M———
Foundations Investment Advisors, LLC
N/A—45,627-45,627-100%$1.9M———
Arkadios Wealth Advisors
N/A—43,979-43,979-100%$1.8M———
Tanglewood Legacy Advisors, LLC
N/A—43,132-43,132-100%$1.8M———
Captrust Financial Advisors
N/A—39,784-39,784-100%$1.6M———
Gallagher Fiduciary Advisors, LLC
N/A—35,913-35,913-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—35,099-35,099-100%$1.4M———
LM Advisors LLC
N/A—31,290-31,290-100%$1.3M———
HighTower Advisors, LLC
N/A—31,020-31,020-100%$1.3M———
Nvest Financial, LLC
N/A—27,341-27,341-100%$1.1M———
NewEdge Advisors, LLC
N/A—25,302-25,302-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—25,146-25,146-100%$1.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—24,856-24,856-100%$1.0M———
BFC Planning, Inc.
N/A—24,856-24,856-100%$1.0M———
Ausdal Financial Partners, Inc.
N/A—23,198-23,198-100%$955.5K———
MML Investors Services, LLC
N/A—23,111-23,111-100%$951.9K———
Icon Wealth Advisors, LLC
N/A—21,935-21,935-100%$903.5K———
Global Retirement Partners, LLC
N/A—21,800-21,800-100%$897.9K———
Mutual Advisors, LLC
N/A—20,150-20,150-100%$830.0K———
Kintra Wealth, LLC
N/A—18,750-18,750-100%$788.6K———
Nations Financial Group Inc,
N/A—16,947-16,947-100%$698.0K———
Steward Partners Investment Advisory, LLC
N/A—16,666-16,666-100%$686.5K———
Harbour Investments, Inc.
N/A—15,415-15,415-100%$634.9K———
Arax Advisory Partners
N/A—15,318-15,318-100%$630.9K———
Harvest Investment Services, LLC
N/A—14,350-14,350-100%$591.1K———
Sequent Planning LLC
N/A—13,596-13,596-100%$560.0K———
Janney Montgomery Scott LLC
N/A—13,435-13,435-100%$553.0K———
Wood Tarver Financial Group, LLC
N/A—12,962-12,962-100%$533.0K———
Integrity Financial Corp
N/A—11,584-11,584-100%$477.1K———
Citadel Advisors LLC
N/A—9,782-9,782-100%$402.9K———
Ameritas Advisory Services, LLC
N/A—9,627-9,627-100%$396.5K———
United Capital Financial Advisors, LLC
N/A—9,231-9,231-100%$379.8K———
Stephens Inc
N/A—7,665-7,665-100%$315.7K———
AE Wealth Management LLC
N/A—7,647-7,647-100%$315.0K———
1776 Wealth LLC
N/A—7,560-7,560-100%$311.4K———
Stratos Wealth Advisors, LLC
N/A—6,868-6,868-100%$282.9K———
FSB Premier Wealth Management, Inc.
N/A—6,697-6,697-100%$275.8K———
US Bancorp \de\
N/A—6,611-6,611-100%$272.3K———
Envestnet Portfolio Solutions, Inc.
N/A—6,104-6,104-100%$251.4K———
Sanctuary Advisors, LLC
N/A—6,048-6,048-100%$249.1K———
Keating Financial Advisory Services, Inc.
N/A—5,778-5,778-100%$238.0K———
Waverly Advisors, LLC
N/A—5,747-5,747-100%$236.7K———
Principal Securities, Inc.
N/A—5,550-5,550-100%$228.6K———
Centaurus Financial, Inc.
N/A—5,360-5,360-100%$221.0K———
VestGen Investment Management
N/A—5,070-5,070-100%$208.8K———
Geneos Wealth Management Inc.
N/A—4,900-4,900-100%$201.8K———
Barclays PLC
N/A—4,870-4,870-100%$200.6K———
Fiduciary Financial Advisors
N/A—3,357-3,357-100%$138.2K———
JPMorgan Chase & Co
N/A—3,068-3,068-100%$125.9K———
Benson Wealth Management Inc
N/A—2,100-2,100-100%$86.5K———
Kilter Group LLC
N/A—1,986-1,986-100%$81.8K———
Jones Financial Companies Lllp
N/A—1,900-1,900-100%$77.5K———
Rexford Capital Inc
N/A—1,005-1,005-100%$41.4K———
Rockefeller Capital Management L.P.
N/A—675-675-100%$27.8K———
Capital Analysts, LLC
N/A—670-670-100%$28———
Smartleaf Asset Management LLC
N/A—632-632-100%$25.9K———
Aptus Capital Advisors, LLC
N/A—200-200-100%$8.2K———
Wells Fargo & Company
N/A—64-64-100%$2.6K———
IFG Advisory, LLC
N/A—10-10-100%$412———
Showing 143 of 143 institutions