IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest U.S. Equity Moderate (GMAY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares179,586 from 178,201
Change+1,385 (+1%)
Value$7.9M (+$216.9K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares177,232 from 194,202
Change-16,970 (-9%)
Value$7.8M (-$575.1K)
Filed 2026-11-02
Milestone Asset Management, LLC
INCREASED
Shares156,493 from 149,502
Change+6,991 (+5%)
Value$6.9M (+$438.0K)
Filed 2026-10-15
POM Investment Strategies, LLC
DECREASED
Shares143,378 from 167,477
Change-24,099 (-14%)
Value$6.3M (-$911.6K)
Filed 2026-10-20
Wellment Financial
DECREASED
Shares101,336 from 118,782
Change-17,446 (-15%)
Value$4.5M (-$662.1K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares78,424 from 80,914
Change-2,490 (-3%)
Value$3.4M (-$39.0K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
DECREASED
Shares72,451 from 89,510
Change-17,059 (-19%)
Value$3.2M (-$670.7K)
Filed 2026-10-28
TopTier Wealth Management, LLC
UNCHANGED
Shares59,680 from 59,680
Change0 (0%)
Value$2.6M (+$52.3K)
Filed 2026-10-16
Schulz Wealth, Ltd.
DECREASED
Shares49,649 from 49,653
Change-4 (0%)
Value$2.2M (+$43.3K)
Filed 2026-11-03
City Holding Co
DECREASED
Shares46,284 from 49,184
Change-2,900 (-6%)
Value$2.0M (-$84.6K)
Filed 2026-10-19
Archer Investment Corp
DECREASED
Shares45,143 from 47,673
Change-2,530 (-5%)
Value$2.0M (-$69.3K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares43,000 from 40,177
Change+2,823 (+7%)
Value$1.9M (+$159.2K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
INCREASED
Shares42,026 from 27,524
Change+14,502 (+53%)
Value$1.8M (+$661.0K)
Filed 2026-10-28
Networth Advisors, LLC
DECREASED
Shares39,636 from 50,456
Change-10,820 (-21%)
Value$1.7M (-$431.0K)
Filed 2026-11-03
Integrated Wealth Management
DECREASED
Shares39,531 from 46,881
Change-7,350 (-16%)
Value$1.7M (-$281.7K)
Filed 2026-10-19
Ballast Rock Private Wealth LLC
UNCHANGED
Shares35,739 from 35,739
Change0 (0%)
Value$1.6M (+$31.3K)
Filed 2026-10-26
Sowell Financial Services LLC
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$1.4M (+$28.0K)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares28,757 from 29,910
Change-1,153 (-4%)
Value$1.3M (-$24.4K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares28,324 from 38,752
Change-10,428 (-27%)
Value$1.2M (-$424.0K)
Filed 2026-10-22
Tounjian Advisory Partners, LLC
DECREASED
Shares26,984 from 31,708
Change-4,724 (-15%)
Value$1.2M (-$179.7K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares25,181 from 20,461
Change+4,720 (+23%)
Value$1.1M (+$225.2K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares24,952 from 25,981
Change-1,029 (-4%)
Value$1.1M (-$22.4K)
Filed 2026-10-30
Keystone Wealth Services, LLC
DECREASED
Shares24,361 from 24,745
Change-384 (-2%)
Value$1.1M (+$4.7K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares23,272 from 24,272
Change-1,000 (-4%)
Value$1.0M (-$22.7K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares21,829 from 18,399
Change+3,430 (+19%)
Value$426.9K (+$155.9K)
Filed 2026-10-13
Ignite Planners, LLC
DECREASED
Shares19,080 from 19,670
Change-590 (-3%)
Value$837.9K (-$8.7K)
Filed 2026-10-14
New Wave Wealth Advisors LLC
INCREASED
Shares18,858 from 18,624
Change+234 (+1%)
Value$837.0K (+$35.4K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
DECREASED
Shares18,569 from 53,801
Change-35,232 (-65%)
Value$815.5K (-$1.5M)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares18,376 from 17,404
Change+972 (+6%)
Value$807.0K (+$57.9K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares17,015 from 17,015
Change0 (0%)
Value$747.2K (+$14.9K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14,812 from 14,812
Change0 (0%)
Value$650.5K (+$13.0K)
Filed 2026-10-23
Beacon Financial Advisory LLC
UNCHANGED
Shares14,770 from 14,770
Change0 (0%)
Value$648.6K (+$12.9K)
Filed 2026-10-16
Langley Wealth Management, LLC
UNCHANGED
Shares14,189 from 14,189
Change0 (0%)
Value$623.1K (+$12.4K)
Filed 2026-11-04
Uptick Partners, LLC
UNCHANGED
Shares14,060 from 14,060
Change0 (0%)
Value$617.5K (+$12.3K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares14,059 from 17,283
Change-3,224 (-19%)
Value$617.4K (-$126.4K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares13,800 from 15,000
Change-1,200 (-8%)
Value$610.4K (-$33.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares13,800 from 15,000
Change-1,200 (-8%)
Value$610.4K (-$33.5K)
Filed 2026-10-20
Madrona Financial Services, LLC
UNCHANGED
Shares12,840 from 12,840
Change0 (0%)
Value$563.9K (+$11.2K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED
Shares12,308 from 12,308
Change0 (0%)
Value$540.5K (+$10.8K)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares12,211 from 12,932
Change-721 (-6%)
Value$536.0K (-$21.0K)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares12,184 from 12,184
Change0 (0%)
Value$539.3K (+$12.7K)
Filed 2026-10-13
M Holdings Securities, Inc.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$527.0K (+$13.0K)
Filed 2026-11-03
MBL Wealth, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$527.0K (+$10.5K)
Filed 2026-10-22
Smart Wealth LLC
DECREASED
Shares11,430 from 15,529
Change-4,099 (-26%)
Value$502.0K (-$166.4K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares11,183 from 11,183
Change0 (0%)
Value$491.1K (+$9.8K)
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares10,641 from 6,420
Change+4,221 (+66%)
Value$470.7K (+$194.4K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares10,329 from 10,329
Change0 (0%)
Value$453.6K (+$9.0K)
Filed 2026-10-23
Bullseye Investment Management, LLC
DECREASED
Shares10,000 from 11,300
Change-1,300 (-11%)
Value$439.2K (-$47.2K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares9,938 from 9,140
Change+798 (+9%)
Value$436.4K (+$43.1K)
Filed 2026-10-08
First Heartland Consultants, Inc.
INCREASED
Shares8,513 from 7,960
Change+553 (+7%)
Value$373.9K (+$31.3K)
Filed 2026-10-08
Foguth Wealth Management, Llc.
UNCHANGED
Shares8,084 from 8,084
Change0 (0%)
Value$355.5K (+$8.0K)
Filed 2026-10-19
Triad Wealth Partners, LLC
DECREASED
Shares7,940 from 7,957
Change-17 (0%)
Value$348.7K (+$2.3K)
Filed 2026-10-26
MGO One Seven LLC
UNCHANGED
Shares7,420 from 7,420
Change0 (0%)
Value$325.9K (+$6.5K)
Filed 2026-10-28
Cambridge Advisors Inc.
UNCHANGED
Shares7,280 from 7,280
Change0 (0%)
Value$319.7K (+$6.4K)
Filed 2026-10-19
Range Financial Group LLC
UNCHANGED
Shares7,088 from 7,088
Change0 (0%)
Value$311.3K (+$6.2K)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares6,105 from 6,161
Change-56 (-1%)
Value$268.1K (+$2.9K)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares6,060 from 6,537
Change-477 (-7%)
Value$266.1K (-$15.0K)
Filed 2026-11-03
Clear Point Advisors Inc.
NEW
Shares6,022
Change+6,022
Value$264.5K
Filed 2026-10-30
Avantra Family Wealth, Inc.
INCREASED
Shares6,002 from 4,814
Change+1,188 (+25%)
Value$263.6K (+$56.4K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares5,860 from 5,860
Change0 (0%)
Value$257.3K (+$5.1K)
Filed 2026-11-03
LVZ, Inc.
UNCHANGED
Shares5,737 from 5,737
Change0 (0%)
Value$251.9K (+$5.0K)
Filed 2026-10-20
Quartz Partners, LLC
INCREASED
Shares5,638 from 4,829
Change+809 (+17%)
Value$247.6K (+$39.8K)
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
DECREASED
Shares5,612 from 5,840
Change-228 (-4%)
Value$246.5K (-$4.9K)
Filed 2026-10-28
Quad-Cities Investment Group, LLC
UNCHANGED
Shares5,455 from 5,455
Change0 (0%)
Value$239.6K (+$4.8K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
NEW
Shares5,267
Change+5,267
Value$231.3K
Filed 2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares5,175 from 6,223
Change-1,048 (-17%)
Value$227.3K (-$40.6K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED
Shares3,942 from 4,369
Change-427 (-10%)
Value$173.1K (-$14.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$119.5K (+$2.4K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares2,197 from 2,100
Change+97 (+5%)
Value$96.5K (+$6.1K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$79.0K (+$1.6K)
Filed 2026-10-29
Reicon Wealth Advisors, LLC
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$64.6K (+$1.3K)
Filed 2026-11-04
Key Capital Management, Inc
DECREASED
Shares1,182 from 1,293
Change-111 (-9%)
Value$51.9K (-$3.7K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares951 from 986
Change-35 (-4%)
Value$41.8K (-$673)
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$29 (+$1)
Filed 2026-10-02
Signature Equity Partners, LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$25.6K (+$510)
Filed 2026-10-29
Decker Retirement Planning Inc.
DECREASED
Shares423 from 737
Change-314 (-43%)
Value$18.6K (-$13.1K)
Filed 2026-10-19
IFP Advisors, Inc
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$15.5K (+$308)
Filed 2026-10-16
Montgomery Financial Services LLC
DECREASED
Shares317 from 358
Change-41 (-11%)
Value$13.9K (-$1.5K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares250 from 2,225
Change-1,975 (-89%)
Value$11.0K (-$84.8K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares129 from 1,920
Change-1,791 (-93%)
Value$5.7K (-$77.0K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.1K (+$22)
Filed 2026-10-27
Atria Investments, Inc
CLOSED
Shares0 from 177,069
Change-177,069 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-15
BAM Wealth Management, LLC
CLOSED
Shares0 from 100,561
Change-100,561 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-15
VestGen Advisors, LLC
CLOSED
Shares0 from 26,134
Change-26,134 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Strategic Blueprint, LLC
CLOSED
Shares0 from 17,557
Change-17,557 (-100%)
Value$0 (-$755.7K)
Filed 2026-10-22
Csenge Advisory Group
CLOSED
Shares0 from 11,492
Change-11,492 (-100%)
Value$0 (-$494.6K)
Filed 2026-11-04
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 10,963
Change-10,963 (-100%)
Value$0 (-$471.8K)
Filed 2026-10-01
World Equity Group, Inc.
CLOSED
Shares0 from 10,888
Change-10,888 (-100%)
Value$0 (-$468.6K)
Filed 2026-10-14
Howard Bailey Securities, LLC
CLOSED
Shares0 from 7,692
Change-7,692 (-100%)
Value$0 (-$331.1K)
Filed 2026-10-27
Apollon Wealth Management, LLC
CLOSED
Shares0 from 5,874
Change-5,874 (-100%)
Value$0 (-$252.8K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 5,576
Change-5,576 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-29
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 4,010
Change-4,010 (-100%)
Value$0 (-$172.6K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,055
Change-1,055 (-100%)
Value$0 (-$45.4K)
Filed 2026-11-02
AE Wealth Management LLC
N/A
Shares— from 858,817
Change-858,817 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 539,131
Change-539,131 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 514,026
Change-514,026 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 477,684
Change-477,684 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 349,265
Change-349,265 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 342,347
Change-342,347 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 284,401
Change-284,401 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 119,857
Change-119,857 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 102,896
Change-102,896 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 78,640
Change-78,640 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 44,841
Change-44,841 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 42,620
Change-42,620 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 41,028
Change-41,028 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 38,451
Change-38,451 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 38,016
Change-38,016 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,125
Change-37,125 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 33,601
Change-33,601 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,152
Change-33,152 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 31,364
Change-31,364 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 25,259
Change-25,259 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 24,516
Change-24,516 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 23,113
Change-23,113 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,955
Change-21,955 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,321
Change-20,321 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,552
Change-17,552 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,104
Change-17,104 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,958
Change-16,958 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,641
Change-14,641 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 13,756
Change-13,756 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,656
Change-13,656 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,445
Change-11,445 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,204
Change-11,204 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,183
Change-11,183 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,474
Change-9,474 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 9,149
Change-9,149 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,149
Change-9,149 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 9,120
Change-9,120 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 7,596
Change-7,596 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,521
Change-7,521 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,448
Change-7,448 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,933
Change-5,933 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 431
Change-431 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 238
Change-238 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED179,586178,201+1,385+1%$7.7M$7.9M+$216.9K2026-11-02
Commonwealth Equity Services, LLC
DECREASED177,232194,202-16,970-9%$8.4M$7.8M-$575.1K2026-11-02
Milestone Asset Management, LLC
INCREASED156,493149,502+6,991+5%$6.4M$6.9M+$438.0K2026-10-15
POM Investment Strategies, LLC
DECREASED143,378167,477-24,099-14%$7.2M$6.3M-$911.6K2026-10-20
Wellment Financial
DECREASED101,336118,782-17,446-15%$5.1M$4.5M-$662.1K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED78,42480,914-2,490-3%$3.5M$3.4M-$39.0K2026-11-02
Outlook Wealth Advisors, LLC
DECREASED72,45189,510-17,059-19%$3.9M$3.2M-$670.7K2026-10-28
TopTier Wealth Management, LLC
UNCHANGED59,68059,68000%$2.6M$2.6M+$52.3K2026-10-16
Schulz Wealth, Ltd.
DECREASED49,64949,653-40%$2.1M$2.2M+$43.3K2026-11-03
City Holding Co
DECREASED46,28449,184-2,900-6%$2.1M$2.0M-$84.6K2026-10-19
Archer Investment Corp
DECREASED45,14347,673-2,530-5%$2.1M$2.0M-$69.3K2026-11-05
Founders Financial Securities LLC
INCREASED43,00040,177+2,823+7%$1.7M$1.9M+$159.2K2026-10-28
Clear Creek Financial Management, LLC
INCREASED42,02627,524+14,502+53%$1.2M$1.8M+$661.0K2026-10-28
Networth Advisors, LLC
DECREASED39,63650,456-10,820-21%$2.2M$1.7M-$431.0K2026-11-03
Integrated Wealth Management
DECREASED39,53146,881-7,350-16%$2.0M$1.7M-$281.7K2026-10-19
Ballast Rock Private Wealth LLC
UNCHANGED35,73935,73900%$1.5M$1.6M+$31.3K2026-10-26
Sowell Financial Services LLC
UNCHANGED32,00032,00000%$1.4M$1.4M+$28.0K2026-10-23
Chris Bulman Inc
DECREASED28,75729,910-1,153-4%$1.3M$1.3M-$24.4K2026-10-20
Brookstone Capital Management
DECREASED28,32438,752-10,428-27%$1.7M$1.2M-$424.0K2026-10-22
Tounjian Advisory Partners, LLC
DECREASED26,98431,708-4,724-15%$1.4M$1.2M-$179.7K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED25,18120,461+4,720+23%$880.6K$1.1M+$225.2K2026-10-16
Truist Financial Corp
DECREASED24,95225,981-1,029-4%$1.1M$1.1M-$22.4K2026-10-30
Keystone Wealth Services, LLC
DECREASED24,36124,745-384-2%$1.1M$1.1M+$4.7K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED23,27224,272-1,000-4%$1.0M$1.0M-$22.7K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED21,82918,399+3,430+19%$271.0K$426.9K+$155.9K2026-10-13
Ignite Planners, LLC
DECREASED19,08019,670-590-3%$846.6K$837.9K-$8.7K2026-10-14
New Wave Wealth Advisors LLC
INCREASED18,85818,624+234+1%$801.6K$837.0K+$35.4K2026-10-19
Lloyd Advisory Services, Llc.
DECREASED18,56953,801-35,232-65%$2.3M$815.5K-$1.5M2026-11-02
Signal Advisors Wealth, LLC
INCREASED18,37617,404+972+6%$749.1K$807.0K+$57.9K2026-10-13
Diligent Investors, LLC
UNCHANGED17,01517,01500%$732.3K$747.2K+$14.9K2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED14,81214,81200%$637.5K$650.5K+$13.0K2026-10-23
Beacon Financial Advisory LLC
UNCHANGED14,77014,77000%$635.7K$648.6K+$12.9K2026-10-16
Langley Wealth Management, LLC
UNCHANGED14,18914,18900%$610.7K$623.1K+$12.4K2026-11-04
Uptick Partners, LLC
UNCHANGED14,06014,06000%$605.1K$617.5K+$12.3K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED14,05917,283-3,224-19%$743.9K$617.4K-$126.4K2026-11-04
Diversify Advisory Services, LLC
DECREASED13,80015,000-1,200-8%$644.0K$610.4K-$33.5K2026-10-20
Diversify Wealth Management, LLC
DECREASED13,80015,000-1,200-8%$644.0K$610.4K-$33.5K2026-10-20
Madrona Financial Services, LLC
UNCHANGED12,84012,84000%$552.6K$563.9K+$11.2K2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED12,30812,30800%$529.7K$540.5K+$10.8K2026-10-28
Park Avenue Securities LLC
DECREASED12,21112,932-721-6%$557.0K$536.0K-$21.0K2026-10-26
NorthCrest Asset Manangement, LLC
UNCHANGED12,18412,18400%$526.6K$539.3K+$12.7K2026-10-13
M Holdings Securities, Inc.
UNCHANGED12,00012,00000%$514.0K$527.0K+$13.0K2026-11-03
MBL Wealth, LLC
UNCHANGED12,00012,00000%$516.5K$527.0K+$10.5K2026-10-22
Smart Wealth LLC
DECREASED11,43015,529-4,099-26%$668.4K$502.0K-$166.4K2026-11-04
Elevation Point Wealth Partners, LLC
UNCHANGED11,18311,18300%$481.3K$491.1K+$9.8K2026-11-05
Mosley Wealth Management
INCREASED10,6416,420+4,221+66%$276.3K$470.7K+$194.4K2026-10-16
Kingswood Wealth Advisors, LLC
UNCHANGED10,32910,32900%$444.6K$453.6K+$9.0K2026-10-23
Bullseye Investment Management, LLC
DECREASED10,00011,300-1,300-11%$486.4K$439.2K-$47.2K2026-10-29
CoreCap Advisors, LLC
INCREASED9,9389,140+798+9%$393.4K$436.4K+$43.1K2026-10-08
First Heartland Consultants, Inc.
INCREASED8,5137,960+553+7%$342.6K$373.9K+$31.3K2026-10-08
Foguth Wealth Management, Llc.
UNCHANGED8,0848,08400%$347.4K$355.5K+$8.0K2026-10-19
Triad Wealth Partners, LLC
DECREASED7,9407,957-170%$346.4K$348.7K+$2.3K2026-10-26
MGO One Seven LLC
UNCHANGED7,4207,42000%$319.4K$325.9K+$6.5K2026-10-28
Cambridge Advisors Inc.
UNCHANGED7,2807,28000%$313.3K$319.7K+$6.4K2026-10-19
Range Financial Group LLC
UNCHANGED7,0887,08800%$305.1K$311.3K+$6.2K2026-10-21
RFG Advisory, LLC
DECREASED6,1056,161-56-1%$265.2K$268.1K+$2.9K2026-11-03
StoneX Group Inc.
DECREASED6,0606,537-477-7%$281.1K$266.1K-$15.0K2026-11-03
Clear Point Advisors Inc.
NEW6,022—+6,022——$264.5K—2026-10-30
Avantra Family Wealth, Inc.
INCREASED6,0024,814+1,188+25%$207.2K$263.6K+$56.4K2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED5,8605,86000%$252.2K$257.3K+$5.1K2026-11-03
LVZ, Inc.
UNCHANGED5,7375,73700%$246.9K$251.9K+$5.0K2026-10-20
Quartz Partners, LLC
INCREASED5,6384,829+809+17%$207.8K$247.6K+$39.8K2026-11-03
Armstrong, Fleming & Moore, Inc
DECREASED5,6125,840-228-4%$251.4K$246.5K-$4.9K2026-10-28
Quad-Cities Investment Group, LLC
UNCHANGED5,4555,45500%$234.8K$239.6K+$4.8K2026-10-16
Koshinski Asset Management, Inc.
NEW5,267—+5,267——$231.3K—2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
DECREASED5,1756,223-1,048-17%$267.8K$227.3K-$40.6K2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED3,9424,369-427-10%$188.0K$173.1K-$14.9K2026-11-02
Farther Finance Advisors, LLC
UNCHANGED2,7212,72100%$117.1K$119.5K+$2.4K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED2,1972,100+97+5%$90.4K$96.5K+$6.1K2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED1,8001,80000%$77.5K$79.0K+$1.6K2026-10-29
Reicon Wealth Advisors, LLC
UNCHANGED1,4711,47100%$63.3K$64.6K+$1.3K2026-11-04
Key Capital Management, Inc
DECREASED1,1821,293-111-9%$55.7K$51.9K-$3.7K2026-11-03
Evolution Wealth Management Inc.
DECREASED951986-35-4%$42.4K$41.8K-$6732026-10-28
CX Institutional
UNCHANGED66066000%$28$29+$12026-10-02
Signature Equity Partners, LLC
UNCHANGED58258200%$25.0K$25.6K+$5102026-10-29
Decker Retirement Planning Inc.
DECREASED423737-314-43%$31.7K$18.6K-$13.1K2026-10-19
IFP Advisors, Inc
UNCHANGED35235200%$15.2K$15.5K+$3082026-10-16
Montgomery Financial Services LLC
DECREASED317358-41-11%$15.4K$13.9K-$1.5K2026-11-03
Creative Financial Designs Inc
DECREASED2502,225-1,975-89%$95.8K$11.0K-$84.8K2026-11-04
Kingdom Financial Group Llc.
DECREASED1291,920-1,791-93%$82.6K$5.7K-$77.0K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED252500%$1.1K$1.1K+$222026-10-27
Atria Investments, Inc
CLOSED0177,069-177,069-100%$7.6M$0-$7.6M2026-10-15
BAM Wealth Management, LLC
CLOSED0100,561-100,561-100%$4.3M$0-$4.3M2026-10-15
VestGen Advisors, LLC
CLOSED026,134-26,134-100%$1.1M$0-$1.1M2026-10-27
Strategic Blueprint, LLC
CLOSED017,557-17,557-100%$755.7K$0-$755.7K2026-10-22
Csenge Advisory Group
CLOSED011,492-11,492-100%$494.6K$0-$494.6K2026-11-04
Stonebridge Financial Group, LLC
CLOSED010,963-10,963-100%$471.8K$0-$471.8K2026-10-01
World Equity Group, Inc.
CLOSED010,888-10,888-100%$468.6K$0-$468.6K2026-10-14
Howard Bailey Securities, LLC
CLOSED07,692-7,692-100%$331.1K$0-$331.1K2026-10-27
Apollon Wealth Management, LLC
CLOSED05,874-5,874-100%$252.8K$0-$252.8K2026-10-23
Summit Wealth Group LLC / Co
CLOSED05,576-5,576-100%$240.0K$0-$240.0K2026-10-29
Elevated Capital Advisors, LLC
CLOSED04,010-4,010-100%$172.6K$0-$172.6K2026-11-04
International Assets Investment Management, LLC
CLOSED01,055-1,055-100%$45.4K$0-$45.4K2026-11-02
AE Wealth Management LLC
N/A—858,817-858,817-100%$37.0M———
Cetera Investment Advisers
N/A—539,131-539,131-100%$23.2M———
Envestnet Asset Management Inc
N/A—514,026-514,026-100%$22.1M———
Raymond James Financial Inc
N/A—477,684-477,684-100%$20.6M———
Ausdal Financial Partners, Inc.
N/A—349,265-349,265-100%$15.0M———
LPL Financial LLC
N/A—342,347-342,347-100%$14.7M———
Osaic Holdings, Inc.
N/A—284,401-284,401-100%$12.2M———
Wood Tarver Financial Group, LLC
N/A—119,857-119,857-100%$5.2M———
CreativeOne Wealth, LLC
N/A—102,896-102,896-100%$4.4M———
HighTower Advisors, LLC
N/A—78,640-78,640-100%$3.4M———
Tanglewood Legacy Advisors, LLC
N/A—44,841-44,841-100%$1.9M———
Kovack Advisors, Inc.
N/A—42,620-42,620-100%$1.8M———
Per Stirling Capital Management, Llc.
N/A—41,028-41,028-100%$1.8M———
Insigneo Advisory Services, LLC
N/A—38,451-38,451-100%$1.7M———
MAI Capital Management
N/A—38,016-38,016-100%$1.6M———
MML Investors Services, LLC
N/A—37,125-37,125-100%$1.6M———
FSA Advisors, Inc.
N/A—33,601-33,601-100%$1.4M———
Harbour Investments, Inc.
N/A—33,152-33,152-100%$1.4M———
Gallagher Fiduciary Advisors, LLC
N/A—31,364-31,364-100%$1.3M———
Savvy Advisors, Inc.
N/A—25,259-25,259-100%$1.1M———
Clearstead Advisors, LLC
N/A—24,516-24,516-100%$1.1M———
VestGen Investment Management
N/A—23,113-23,113-100%$994.8K———
Mutual Advisors, LLC
N/A—21,955-21,955-100%$944.9K———
Geneos Wealth Management Inc.
N/A—21,500-21,500-100%$925.4K———
Arkadios Wealth Advisors
N/A—20,321-20,321-100%$874.6K———
Focus Partners Wealth
N/A—17,552-17,552-100%$755.4K———
Steward Partners Investment Advisory, LLC
N/A—17,104-17,104-100%$736.2K———
Global Retirement Partners, LLC
N/A—16,958-16,958-100%$729.9K———
Janney Montgomery Scott LLC
N/A—14,641-14,641-100%$630.0K———
Kintra Wealth, LLC
N/A—13,756-13,756-100%$605.7K———
Capital Analysts, LLC
N/A—13,656-13,656-100%$588.0K———
Arete Wealth Advisors, LLC
N/A—13,000-13,000-100%$559.5K———
Susquehanna International Group, LLP
N/A—11,445-11,445-100%$492.6K———
Sanctuary Advisors, LLC
N/A—11,204-11,204-100%$482.2K———
Vestmark Advisory Solutions, Inc.
N/A—11,183-11,183-100%$481.3K———
Citadel Advisors LLC
N/A—10,121-10,121-100%$435.6K———
JPMorgan Chase & Co
N/A—10,065-10,065-100%$432.1K———
Waverly Advisors, LLC
N/A—9,474-9,474-100%$407.8K———
Investment Advisory Services Group LLC
N/A—9,250-9,250-100%$398.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—9,149-9,149-100%$393.8K———
BFC Planning, Inc.
N/A—9,149-9,149-100%$393.8K———
Hollencrest Capital Management
N/A—9,120-9,120-100%$392.5K———
Sequent Planning LLC
N/A—8,278-8,278-100%$356.3K———
Nvest Financial, LLC
N/A—7,596-7,596-100%$326.9K———
FSB Premier Wealth Management, Inc.
N/A—7,563-7,563-100%$325.5K———
Brown Advisory Inc
N/A—7,521-7,521-100%$323.7K———
Silver OAK Securities, Incorporated
N/A—7,448-7,448-100%$320.6K———
Captrust Financial Advisors
N/A—7,200-7,200-100%$309.9K———
Keating Financial Advisory Services, Inc.
N/A—7,179-7,179-100%$309.0K———
Main Street Financial Solutions, LLC
N/A—6,870-6,870-100%$295.7K———
Integrity Financial Corp
N/A—6,829-6,829-100%$293.9K———
Advyzon Investment Management, LLC
N/A—6,755-6,755-100%$290.7K———
Lifeworks Advisors, LLC
N/A—6,525-6,525-100%$280.8K———
Foundations Investment Advisors, LLC
N/A—5,933-5,933-100%$255.4K———
Envestnet Portfolio Solutions, Inc.
N/A—5,866-5,866-100%$252.5K———
Advisory Services Network, LLC
N/A—5,842-5,842-100%$251.4K———
Rockefeller Capital Management L.P.
N/A—5,725-5,725-100%$246.4K———
Summit Financial, LLC
N/A—5,458-5,458-100%$234.9K———
Prosperity Consulting Group, LLC
N/A—5,350-5,350-100%$230.3K———
United Capital Financial Advisors, LLC
N/A—5,243-5,243-100%$225.7K———
NewEdge Advisors, LLC
N/A—5,125-5,125-100%$220.6K———
Mariner, LLC
N/A—4,705-4,705-100%$202.5K———
Barclays PLC
N/A—4,638-4,638-100%$199.6K———
Arax Advisory Partners
N/A—3,013-3,013-100%$129.7K———
Aptus Capital Advisors, LLC
N/A—2,000-2,000-100%$86.1K———
Royal Bank of Canada
N/A—431-431-100%$19.0K———
IFG Advisory, LLC
N/A—373-373-100%$16.1K———
Steigerwald, Gordon & Koch Inc.
N/A—292-292-100%$12.6K———
Wells Fargo & Company
N/A—238-238-100%$10.2K———
Topsail Wealth Management, LLC
N/A—125-125-100%$5.4K———
Showing 163 of 163 institutions