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FT Vest US Equity Moderate B (GAPR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Concurrent Investment Advisors, LLC
DECREASED
Shares294,123 from 312,203
Change-18,080 (-6%)
Value$12.5M (-$488.1K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares285,012 from 271,963
Change+13,049 (+5%)
Value$12.1M (+$801.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares163,454 from 170,107
Change-6,653 (-4%)
Value$7.0M (-$129.8K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares160,324 from 169,304
Change-8,980 (-5%)
Value$6.8M (-$229.6K)
Filed 2026-11-06
Schulz Wealth, Ltd.
DECREASED
Shares125,069 from 125,868
Change-799 (-1%)
Value$5.3M (+$79.6K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares98,653 from 113,391
Change-14,738 (-13%)
Value$4.2M (-$525.2K)
Filed 2026-11-02
City Holding Co
DECREASED
Shares73,825 from 74,425
Change-600 (-1%)
Value$3.1M (+$41.4K)
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares43,567 from 40,619
Change+2,948 (+7%)
Value$1.9M (+$162.2K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares37,267 from 18,500
Change+18,767 (+101%)
Value$1.1M (+$831.1K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED
Shares27,872 from 28,073
Change-201 (-1%)
Value$1.2M (+$16.8K)
Filed 2026-10-16
Keystone Wealth Services, LLC
UNCHANGED
Shares24,653 from 24,653
Change0 (0%)
Value$1.0M (+$22.5K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares22,918 from 19,491
Change+3,427 (+18%)
Value$976.0K (+$164.0K)
Filed 2026-11-02
Archer Investment Corp
DECREASED
Shares21,785 from 21,965
Change-180 (-1%)
Value$927.5K (+$12.2K)
Filed 2026-11-05
Midwest Financial Network, LLC
DECREASED
Shares20,825 from 38,047
Change-17,222 (-45%)
Value$886.7K (-$698.9K)
Filed 2026-10-13
Range Financial Group LLC
DECREASED
Shares20,627 from 22,688
Change-2,061 (-9%)
Value$878.2K (-$67.3K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares17,442 from 20,386
Change-2,944 (-14%)
Value$742.6K (-$107.0K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares16,580 from 18,580
Change-2,000 (-11%)
Value$705.9K (-$68.4K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares15,778 from 18,636
Change-2,858 (-15%)
Value$671.8K (-$104.9K)
Filed 2026-10-27
Reap Financial Group, LLC
DECREASED
Shares14,258 from 14,729
Change-471 (-3%)
Value$607.1K (-$6.8K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
UNCHANGED
Shares12,846 from 12,846
Change0 (0%)
Value$546.9K (+$11.6K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED
Shares11,999 from 12,517
Change-518 (-4%)
Value$514.1K (-$9.2K)
Filed 2026-10-13
HBW Advisory Services LLC
UNCHANGED
Shares11,758 from 11,758
Change0 (0%)
Value$500.6K (+$10.6K)
Filed 2026-10-15
New Wave Wealth Advisors LLC
DECREASED
Shares11,310 from 11,339
Change-29 (0%)
Value$485.7K (+$13.1K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares10,941 from 11,136
Change-195 (-2%)
Value$465.8K (+$1.7K)
Filed 2026-11-04
Retirement Guys Formula LLC
DECREASED
Shares10,406 from 12,154
Change-1,748 (-14%)
Value$443.1K (-$63.5K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares10,213 from 9,433
Change+780 (+8%)
Value$434.8K (+$41.7K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
UNCHANGED
Shares9,970 from 9,970
Change0 (0%)
Value$424.5K (+$9.0K)
Filed 2026-11-06
Madrona Financial Services, LLC
DECREASED
Shares9,873 from 18,768
Change-8,895 (-47%)
Value$420.4K (-$361.8K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares9,586 from 9,586
Change0 (0%)
Value$408.1K (+$8.6K)
Filed 2026-10-08
Kestra Investment Management, LLC
INCREASED
Shares8,926 from 7,148
Change+1,778 (+25%)
Value$380.0K (+$82.2K)
Filed 2026-11-04
Brookstone Capital Management
UNCHANGED
Shares8,677 from 8,677
Change0 (0%)
Value$369.4K (+$7.8K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
UNCHANGED
Shares8,673 from 8,673
Change0 (0%)
Value$369.3K (+$7.8K)
Filed 2026-10-20
Wedbush Securities Inc
UNCHANGED
Shares8,610 from 8,610
Change0 (0%)
Value$367.0K (+$8.0K)
Filed 2026-10-22
Valmark Advisers, Inc.
UNCHANGED
Shares8,152 from 8,152
Change0 (0%)
Value$347.1K (+$7.4K)
Filed 2026-11-06
LVZ, Inc.
UNCHANGED
Shares7,917 from 7,917
Change0 (0%)
Value$337.1K (+$7.1K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares7,600 from 6,726
Change+874 (+13%)
Value$323.6K (+$43.3K)
Filed 2026-10-29
First Heartland Consultants, Inc.
UNCHANGED
Shares7,450 from 7,450
Change0 (0%)
Value$317.2K (+$6.7K)
Filed 2026-10-08
MGO One Seven LLC
DECREASED
Shares6,841 from 8,023
Change-1,182 (-15%)
Value$291.3K (-$43.1K)
Filed 2026-10-28
Diligent Investors, LLC
UNCHANGED
Shares6,375 from 6,375
Change0 (0%)
Value$271.4K (+$5.8K)
Filed 2026-10-21
Chris Bulman Inc
UNCHANGED
Shares5,851 from 5,851
Change0 (0%)
Value$249.1K (+$5.3K)
Filed 2026-10-20
BIP Wealth, LLC
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$249.1K (+$5.3K)
Filed 2026-10-22
Nations Financial Group Inc,
NEW
Shares4,720
Change+4,720
Value$201.0K
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares4,312 from 4,742
Change-430 (-9%)
Value$183.6K (-$14.0K)
Filed 2026-10-08
Reicon Wealth Advisors, LLC
DECREASED
Shares4,248 from 5,120
Change-872 (-17%)
Value$180.9K (-$32.5K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$151.2K (+$3.2K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,301 from 3,356
Change-55 (-2%)
Value$140.5K (+$687)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
DECREASED
Shares2,423 from 2,480
Change-57 (-2%)
Value$103.2K (-$189)
Filed 2026-10-29
Barclays PLC
UNCHANGED
Shares2,236 from 2,236
Change0 (0%)
Value$95.2K (+$2.0K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares1,818 from 1,473
Change+345 (+23%)
Value$77.4K (+$16.0K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares1,482 from 4,427
Change-2,945 (-67%)
Value$63.1K (-$121.4K)
Filed 2026-10-16
Evolution Wealth Management Inc.
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$58.9K (+$1.2K)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$42.6K (+$903)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$41.0K (+$868)
Filed 2026-10-28
IMG Wealth Management, Inc.
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$28.6K (+$606)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares582 from 212
Change+370 (+175%)
Value$24.8K (+$15.9K)
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$14.0K ($0)
Filed 2026-11-06
Noble Wealth Management PBC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.5K (+$31)
Filed 2026-10-01
Lido Advisors, LLC
CLOSED
Shares0 from 8,400
Change-8,400 (-100%)
Value$0 (-$350.1K)
Filed 2026-11-04
Triad Wealth Partners, LLC
CLOSED
Shares0 from 5,859
Change-5,859 (-100%)
Value$0 (-$246.6K)
Filed 2026-10-26
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,210
Change-1,210 (-100%)
Value$0 (-$50.4K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 343,769
Change-343,769 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 206,135
Change-206,135 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 193,085
Change-193,085 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 183,437
Change-183,437 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 99,760
Change-99,760 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 82,175
Change-82,175 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,136
Change-42,136 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38,824
Change-38,824 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 36,767
Change-36,767 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 33,966
Change-33,966 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,918
Change-31,918 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,700
Change-31,700 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 30,322
Change-30,322 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 27,503
Change-27,503 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 23,278
Change-23,278 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,912
Change-22,912 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,822
Change-19,822 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,611
Change-17,611 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 17,562
Change-17,562 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 17,315
Change-17,315 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,484
Change-16,484 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,484
Change-16,484 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 15,950
Change-15,950 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,653
Change-15,653 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 14,857
Change-14,857 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,271
Change-14,271 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,943
Change-12,943 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 11,803
Change-11,803 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,066
Change-11,066 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 9,811
Change-9,811 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,782
Change-9,782 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,383
Change-9,383 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,991
Change-4,991 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 924
Change-924 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Status
Concurrent Investment Advisors, LLC
DECREASED294,123312,203-18,080-6%$13.0M$12.5M-$488.1K2026-10-16
Kestra Advisory Services, LLC
INCREASED285,012271,963+13,049+5%$11.3M$12.1M+$801.0K2026-11-02
Truist Financial Corp
DECREASED163,454170,107-6,653-4%$7.1M$7.0M-$129.8K2026-10-30
LPL Financial LLC
DECREASED160,324169,304-8,980-5%$7.1M$6.8M-$229.6K2026-11-06
Schulz Wealth, Ltd.
DECREASED125,069125,868-799-1%$5.2M$5.3M+$79.6K2026-11-03
Commonwealth Equity Services, LLC
DECREASED98,653113,391-14,738-13%$4.7M$4.2M-$525.2K2026-11-02
City Holding Co
DECREASED73,82574,425-600-1%$3.1M$3.1M+$41.4K2026-10-19
Founders Financial Securities LLC
INCREASED43,56740,619+2,948+7%$1.7M$1.9M+$162.2K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED37,26718,500+18,767+101%$251.5K$1.1M+$831.1K2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED27,87228,073-201-1%$1.2M$1.2M+$16.8K2026-10-16
Keystone Wealth Services, LLC
UNCHANGED24,65324,65300%$1.0M$1.0M+$22.5K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED22,91819,491+3,427+18%$812.0K$976.0K+$164.0K2026-11-02
Archer Investment Corp
DECREASED21,78521,965-180-1%$915.4K$927.5K+$12.2K2026-11-05
Midwest Financial Network, LLC
DECREASED20,82538,047-17,222-45%$1.6M$886.7K-$698.9K2026-10-13
Range Financial Group LLC
DECREASED20,62722,688-2,061-9%$945.5K$878.2K-$67.3K2026-10-21
Visionary Wealth Advisors
DECREASED17,44220,386-2,944-14%$849.6K$742.6K-$107.0K2026-11-04
Sowell Financial Services LLC
DECREASED16,58018,580-2,000-11%$774.3K$705.9K-$68.4K2026-10-23
VestGen Advisors, LLC
DECREASED15,77818,636-2,858-15%$776.6K$671.8K-$104.9K2026-10-27
Reap Financial Group, LLC
DECREASED14,25814,729-471-3%$613.8K$607.1K-$6.8K2026-11-02
Quad-Cities Investment Group, LLC
UNCHANGED12,84612,84600%$535.3K$546.9K+$11.6K2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED11,99912,517-518-4%$523.3K$514.1K-$9.2K2026-10-13
HBW Advisory Services LLC
UNCHANGED11,75811,75800%$490.0K$500.6K+$10.6K2026-10-15
New Wave Wealth Advisors LLC
DECREASED11,31011,339-290%$472.5K$485.7K+$13.1K2026-10-19
Uptick Partners, LLC
DECREASED10,94111,136-195-2%$464.1K$465.8K+$1.7K2026-11-04
Retirement Guys Formula LLC
DECREASED10,40612,154-1,748-14%$506.5K$443.1K-$63.5K2026-10-26
CoreCap Advisors, LLC
INCREASED10,2139,433+780+8%$393.1K$434.8K+$41.7K2026-10-08
Kestra Private Wealth Services, LLC
UNCHANGED9,9709,97000%$415.5K$424.5K+$9.0K2026-11-06
Madrona Financial Services, LLC
DECREASED9,87318,768-8,895-47%$782.1K$420.4K-$361.8K2026-10-23
Avidian Wealth Enterprises, LLC
UNCHANGED9,5869,58600%$399.5K$408.1K+$8.6K2026-10-08
Kestra Investment Management, LLC
INCREASED8,9267,148+1,778+25%$297.9K$380.0K+$82.2K2026-11-04
Brookstone Capital Management
UNCHANGED8,6778,67700%$361.6K$369.4K+$7.8K2026-10-22
Commonwealth Financial Services, LLC
UNCHANGED8,6738,67300%$361.4K$369.3K+$7.8K2026-10-20
Wedbush Securities Inc
UNCHANGED8,6108,61000%$359.0K$367.0K+$8.0K2026-10-22
Valmark Advisers, Inc.
UNCHANGED8,1528,15200%$339.7K$347.1K+$7.4K2026-11-06
LVZ, Inc.
UNCHANGED7,9177,91700%$329.9K$337.1K+$7.1K2026-10-20
Koshinski Asset Management, Inc.
INCREASED7,6006,726+874+13%$280.3K$323.6K+$43.3K2026-10-29
First Heartland Consultants, Inc.
UNCHANGED7,4507,45000%$310.5K$317.2K+$6.7K2026-10-08
MGO One Seven LLC
DECREASED6,8418,023-1,182-15%$334.4K$291.3K-$43.1K2026-10-28
Diligent Investors, LLC
UNCHANGED6,3756,37500%$265.7K$271.4K+$5.8K2026-10-21
Chris Bulman Inc
UNCHANGED5,8515,85100%$243.8K$249.1K+$5.3K2026-10-20
BIP Wealth, LLC
UNCHANGED5,8505,85000%$243.8K$249.1K+$5.3K2026-10-22
Nations Financial Group Inc,
NEW4,720—+4,720——$201.0K—2026-11-05
Farther Finance Advisors, LLC
DECREASED4,3124,742-430-9%$197.6K$183.6K-$14.0K2026-10-08
Reicon Wealth Advisors, LLC
DECREASED4,2485,120-872-17%$213.4K$180.9K-$32.5K2026-11-04
Spire Wealth Management
UNCHANGED3,5523,55200%$148.0K$151.2K+$3.2K2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED3,3013,356-55-2%$139.9K$140.5K+$6872026-10-23
Blue Bell Private Wealth Management, LLC
DECREASED2,4232,480-57-2%$103.4K$103.2K-$1892026-10-29
Barclays PLC
UNCHANGED2,2362,23600%$93.2K$95.2K+$2.0K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED1,8181,473+345+23%$61.4K$77.4K+$16.0K2026-10-30
IFP Advisors, Inc
DECREASED1,4824,427-2,945-67%$184.5K$63.1K-$121.4K2026-10-16
Evolution Wealth Management Inc.
UNCHANGED1,3841,38400%$57.7K$58.9K+$1.2K2026-10-28
Lanark Financial, Inc.
UNCHANGED1,0001,00000%$41.7K$42.6K+$9032026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED96296200%$40.1K$41.0K+$8682026-10-28
IMG Wealth Management, Inc.
UNCHANGED67267200%$28.0K$28.6K+$6062026-10-27
Signature Equity Partners, LLC
INCREASED582212+370+175%$8.8K$24.8K+$15.9K2026-10-29
Allworth Financial LP
UNCHANGED33633600%$14.0K$14.0K$02026-11-06
Noble Wealth Management PBC
UNCHANGED353500%$1.5K$1.5K+$312026-10-01
Lido Advisors, LLC
CLOSED08,400-8,400-100%$350.1K$0-$350.1K2026-11-04
Triad Wealth Partners, LLC
CLOSED05,859-5,859-100%$246.6K$0-$246.6K2026-10-26
Bullseye Investment Management, LLC
CLOSED01,210-1,210-100%$50.4K$0-$50.4K2026-10-29
Raymond James Financial Inc
N/A—343,769-343,769-100%$14.3M———
Envestnet Asset Management Inc
N/A—206,135-206,135-100%$8.6M———
Cetera Investment Advisers
N/A—193,085-193,085-100%$8.0M———
Osaic Holdings, Inc.
N/A—183,437-183,437-100%$7.6M———
HighTower Advisors, LLC
N/A—99,760-99,760-100%$4.2M———
Wood Tarver Financial Group, LLC
N/A—82,175-82,175-100%$3.4M———
Susquehanna International Group, LLP
N/A—42,136-42,136-100%$1.8M———
JPMorgan Chase & Co
N/A—38,824-38,824-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—36,767-36,767-100%$1.5M———
Tanglewood Legacy Advisors, LLC
N/A—33,966-33,966-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—31,918-31,918-100%$1.3M———
CreativeOne Wealth, LLC
N/A—31,700-31,700-100%$1.3M———
Captrust Financial Advisors
N/A—30,322-30,322-100%$1.3M———
Sequent Planning LLC
N/A—27,503-27,503-100%$1.1M———
MAI Capital Management
N/A—23,278-23,278-100%$970.1K———
Citadel Advisors LLC
N/A—22,912-22,912-100%$954.8K———
Mutual Advisors, LLC
N/A—19,822-19,822-100%$826.1K———
Waverly Advisors, LLC
N/A—17,611-17,611-100%$733.9K———
MML Investors Services, LLC
N/A—17,562-17,562-100%$731.9K———
Keating Financial Advisory Services, Inc.
N/A—17,315-17,315-100%$721.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,484-16,484-100%$687.0K———
BFC Planning, Inc.
N/A—16,484-16,484-100%$687.0K———
Gallagher Fiduciary Advisors, LLC
N/A—15,950-15,950-100%$664.7K———
Janney Montgomery Scott LLC
N/A—15,653-15,653-100%$652.0K———
Kovack Advisors, Inc.
N/A—14,857-14,857-100%$619.2K———
NewEdge Advisors, LLC
N/A—14,271-14,271-100%$594.7K———
FSB Premier Wealth Management, Inc.
N/A—14,200-14,200-100%$591.8K———
OneDigital Investment Advisors LLC
N/A—13,723-13,723-100%$571.9K———
Harbour Investments, Inc.
N/A—12,943-12,943-100%$539.4K———
Fortress Private Ledger, LLC
N/A—11,803-11,803-100%$491.9K———
Main Street Financial Solutions, LLC
N/A—11,066-11,066-100%$461.2K———
Ameritas Advisory Services, LLC
N/A—10,675-10,675-100%$444.9K———
Old Mission Capital LLC
N/A—9,811-9,811-100%$408.9K———
Mercer Global Advisors Inc
N/A—9,782-9,782-100%$407.7K———
Goldman Sachs Group Inc
N/A—9,383-9,383-100%$391.0K———
Global Retirement Partners, LLC
N/A—8,955-8,955-100%$373.2K———
Rockefeller Capital Management L.P.
N/A—7,840-7,840-100%$326.7K———
Investment Advisory Services Group LLC
N/A—7,800-7,800-100%$325.1K———
Bull Harbor Capital LLC
N/A—7,613-7,613-100%$317.3K———
Prosperity Consulting Group, LLC
N/A—7,173-7,173-100%$298.9K———
Gladstone Institutional Advisory LLC
N/A—6,150-6,150-100%$256.3K———
Kintra Wealth, LLC
N/A—6,143-6,143-100%$261.1K———
Ausdal Financial Partners, Inc.
N/A—5,171-5,171-100%$215.5K———
Bluespring Wealth Management, LLC
N/A—5,030-5,030-100%$209.6K———
Sanctuary Advisors, LLC
N/A—4,991-4,991-100%$208.0K———
Ameriflex Group, Inc.
N/A—4,943-4,943-100%$206.0K———
Integrity Financial Corp
N/A—4,431-4,431-100%$184.7K———
Geneos Wealth Management Inc.
N/A—4,172-4,172-100%$173.9K———
Royal Bank of Canada
N/A—3,256-3,256-100%$136.0K———
Arax Advisory Partners
N/A—3,223-3,223-100%$134.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,515-2,515-100%$104.8K———
Fiduciary Financial Advisors
N/A—2,150-2,150-100%$89.6K———
Ogorek Anthony Joseph
N/A—924-924-100%$38———
Capital Analysts, LLC
N/A—905-905-100%$38.0K———
Smartleaf Asset Management LLC
N/A—831-831-100%$34.5K———
Showing 115 of 115 institutions