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FT Vest US Equity Moderate B (GMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares287,378 from 315,570
Change-28,192 (-9%)
Value$13.0M (-$959.8K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares195,600 from 187,198
Change+8,402 (+4%)
Value$8.8M (+$567.3K)
Filed 2026-11-02
City Holding Co
DECREASED
Shares125,330 from 128,430
Change-3,100 (-2%)
Value$5.7M (-$11.8K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares90,929 from 92,482
Change-1,553 (-2%)
Value$4.1M (+$23.0K)
Filed 2026-11-02
Uptick Partners, LLC
DECREASED
Shares43,611 from 45,171
Change-1,560 (-3%)
Value$2.0M (-$25.4K)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares42,277 from 39,702
Change+2,575 (+6%)
Value$1.9M (+$156.2K)
Filed 2026-10-28
Schulz Wealth, Ltd.
UNCHANGED
Shares37,497 from 37,497
Change0 (0%)
Value$1.7M (+$37.5K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares33,862 from 34,321
Change-459 (-1%)
Value$1.5M (+$13.6K)
Filed 2026-10-30
Chris Bulman Inc
DECREASED
Shares29,599 from 29,614
Change-15 (0%)
Value$1.3M (+$28.9K)
Filed 2026-10-20
Reap Financial Group, LLC
DECREASED
Shares28,930 from 29,350
Change-420 (-1%)
Value$1.3M (+$10.3K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares27,844 from 25,759
Change+2,085 (+8%)
Value$1.3M (+$120.1K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares26,833 from 27,561
Change-728 (-3%)
Value$1.2M (-$5.4K)
Filed 2026-10-28
Keystone Wealth Services, LLC
DECREASED
Shares25,085 from 37,215
Change-12,130 (-33%)
Value$1.1M (-$512.0K)
Filed 2026-11-03
Madrona Financial Services, LLC
UNCHANGED
Shares24,869 from 24,869
Change0 (0%)
Value$1.1M (+$24.9K)
Filed 2026-10-23
Ignite Planners, LLC
DECREASED
Shares23,882 from 24,157
Change-275 (-1%)
Value$1.1M (+$11.7K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares23,624 from 18,289
Change+5,335 (+29%)
Value$1.1M (+$259.6K)
Filed 2026-10-16
Diligent Investors, LLC
DECREASED
Shares21,426 from 22,355
Change-929 (-4%)
Value$969.3K (-$19.7K)
Filed 2026-10-21
Range Financial Group LLC
DECREASED
Shares16,977 from 17,155
Change-178 (-1%)
Value$768.0K (+$9.1K)
Filed 2026-10-21
BFI Wealth Solutions, LLC
INCREASED
Shares15,540 from 13,900
Change+1,640 (+12%)
Value$703.0K (+$88.1K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares14,369 from 14,864
Change-495 (-3%)
Value$650.0K (-$7.5K)
Filed 2026-10-30
HBW Advisory Services LLC
DECREASED
Shares14,191 from 14,732
Change-541 (-4%)
Value$642.0K (-$9.7K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares13,650 from 14,150
Change-500 (-4%)
Value$138.4K (-$19.7K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares12,468 from 11,733
Change+735 (+6%)
Value$564.1K (+$45.0K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares11,335 from 17,085
Change-5,750 (-34%)
Value$512.8K (-$243.0K)
Filed 2026-10-08
Atria Investments, Inc
NEW
Shares10,880
Change+10,880
Value$492.2K
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares10,602 from 10,602
Change0 (0%)
Value$481.4K (+$10.7K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares9,755 from 9,043
Change+712 (+8%)
Value$441.3K (+$41.3K)
Filed 2026-10-08
LVZ, Inc.
UNCHANGED
Shares9,513 from 9,513
Change0 (0%)
Value$430.4K (+$9.5K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares9,500
Change+9,500
Value$430.0K
Filed 2026-11-03
MBL Wealth, LLC
DECREASED
Shares9,500 from 10,000
Change-500 (-5%)
Value$429.8K (-$12.6K)
Filed 2026-10-22
RFG Advisory, LLC
UNCHANGED
Shares9,300 from 9,300
Change0 (0%)
Value$420.7K (+$9.3K)
Filed 2026-11-03
Bullseye Investment Management, LLC
UNCHANGED
Shares8,820 from 8,820
Change0 (0%)
Value$399.0K (+$8.8K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares7,660 from 7,660
Change0 (0%)
Value$346.5K (+$7.7K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares7,633 from 7,651
Change-18 (0%)
Value$345.3K (+$6.8K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares7,493 from 5,729
Change+1,764 (+31%)
Value$339.0K (+$86.0K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
UNCHANGED
Shares7,428 from 7,428
Change0 (0%)
Value$336.0K (+$7.4K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
UNCHANGED
Shares7,205 from 7,205
Change0 (0%)
Value$326.0K (+$7.2K)
Filed 2026-10-30
Legacy Solutions, LLC
UNCHANGED
Shares7,177 from 7,177
Change0 (0%)
Value$324.7K (+$7.2K)
Filed 2026-10-07
AdvisorNet Financial, Inc
UNCHANGED
Shares6,806 from 6,806
Change0 (0%)
Value$309.1K (+$8.0K)
Filed 2026-10-15
Noble Wealth Management PBC
DECREASED
Shares6,722 from 8,117
Change-1,395 (-17%)
Value$304.1K (-$55.0K)
Filed 2026-10-01
Diversify Wealth Management, LLC
UNCHANGED
Shares6,704 from 6,704
Change0 (0%)
Value$304.5K (+$7.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares6,704 from 6,704
Change0 (0%)
Value$304.5K (+$7.4K)
Filed 2026-10-20
HFG Wealth Management, LLC
UNCHANGED
Shares6,535 from 6,535
Change0 (0%)
Value$289.1K ($0)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED
Shares6,454 from 6,759
Change-305 (-5%)
Value$292.0K (-$7.0K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares6,226 from 6,226
Change0 (0%)
Value$281.7K (+$6.2K)
Filed 2026-11-05
RiverTree Advisors, LLC
UNCHANGED
Shares5,901 from 5,901
Change0 (0%)
Value$267.0K (+$5.9K)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares5,666 from 5,666
Change0 (0%)
Value$256.3K (+$5.7K)
Filed 2026-10-30
PKS Advisory Services, LLC
UNCHANGED
Shares5,362 from 5,362
Change0 (0%)
Value$237.2K ($0)
Filed 2026-10-26
Grantvest Financial Group LLC
DECREASED
Shares5,335 from 5,347
Change-12 (0%)
Value$241.4K (+$4.8K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$226.2K (+$5.0K)
Filed 2026-10-28
BostonPremier Wealth LLC
UNCHANGED
Shares4,919 from 4,919
Change0 (0%)
Value$222.5K (+$4.9K)
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares4,900 from 4,905
Change-5 (0%)
Value$221.7K (+$2.6K)
Filed 2026-10-26
BAM Wealth Management, LLC
NEW
Shares4,592
Change+4,592
Value$207.7K
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
DECREASED
Shares3,464 from 3,489
Change-25 (-1%)
Value$156.7K (+$2.4K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$98.4K (+$2.2K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$67.0K (+$1.0K)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$42.5K (+$941)
Filed 2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$29.4K (+$650)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$14.7K (+$325)
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares44 from 248
Change-204 (-82%)
Value$2.0K (-$9.0K)
Filed 2026-10-21
IMG Wealth Management, Inc.
DECREASED
Shares41 from 573
Change-532 (-93%)
Value$1.9K (-$23.5K)
Filed 2026-10-27
First International Bank of Israel Ltd.
CLOSED
Shares0 from 480,000
Change-480,000 (-100%)
Value$0 (-$21.2M)
Filed 2026-11-04
Kestra Investment Management, LLC
CLOSED
Shares0 from 8,844
Change-8,844 (-100%)
Value$0 (-$391.3K)
Filed 2026-11-04
StoneX Group Inc.
CLOSED
Shares0 from 5,779
Change-5,779 (-100%)
Value$0 (-$254.5K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,465
Change-1,465 (-100%)
Value$0 (-$64.8K)
Filed 2026-11-02
Raymond James Financial Inc
N/A
Shares— from 548,484
Change-548,484 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 284,112
Change-284,112 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 185,173
Change-185,173 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 168,180
Change-168,180 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 157,982
Change-157,982 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 138,744
Change-138,744 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 120,579
Change-120,579 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 97,140
Change-97,140 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 90,745
Change-90,745 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 77,192
Change-77,192 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 71,717
Change-71,717 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 61,588
Change-61,588 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 54,719
Change-54,719 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 48,771
Change-48,771 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,578
Change-39,578 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 26,430
Change-26,430 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,074
Change-23,074 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,212
Change-20,212 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 19,721
Change-19,721 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,460
Change-18,460 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,037
Change-18,037 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 17,963
Change-17,963 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 17,645
Change-17,645 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 15,737
Change-15,737 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,836
Change-14,836 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 14,645
Change-14,645 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,863
Change-13,863 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,734
Change-13,734 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,944
Change-12,944 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 12,823
Change-12,823 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 11,853
Change-11,853 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,821
Change-11,821 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 11,031
Change-11,031 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,258
Change-10,258 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,991
Change-9,991 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,930
Change-8,930 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,906
Change-8,906 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 8,248
Change-8,248 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 7,619
Change-7,619 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 7,424
Change-7,424 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Archer Investment Corp
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 589
Change-589 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED287,378315,570-28,192-9%$14.0M$13.0M-$959.8K2026-11-02
Kestra Advisory Services, LLC
INCREASED195,600187,198+8,402+4%$8.3M$8.8M+$567.3K2026-11-02
City Holding Co
DECREASED125,330128,430-3,100-2%$5.7M$5.7M-$11.8K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED90,92992,482-1,553-2%$4.1M$4.1M+$23.0K2026-11-02
Uptick Partners, LLC
DECREASED43,61145,171-1,560-3%$2.0M$2.0M-$25.4K2026-11-04
Founders Financial Securities LLC
INCREASED42,27739,702+2,575+6%$1.8M$1.9M+$156.2K2026-10-28
Schulz Wealth, Ltd.
UNCHANGED37,49737,49700%$1.7M$1.7M+$37.5K2026-11-03
Truist Financial Corp
DECREASED33,86234,321-459-1%$1.5M$1.5M+$13.6K2026-10-30
Chris Bulman Inc
DECREASED29,59929,614-150%$1.3M$1.3M+$28.9K2026-10-20
Reap Financial Group, LLC
DECREASED28,93029,350-420-1%$1.3M$1.3M+$10.3K2026-11-02
Brookstone Capital Management
INCREASED27,84425,759+2,085+8%$1.1M$1.3M+$120.1K2026-10-22
MGO One Seven LLC
DECREASED26,83327,561-728-3%$1.2M$1.2M-$5.4K2026-10-28
Keystone Wealth Services, LLC
DECREASED25,08537,215-12,130-33%$1.6M$1.1M-$512.0K2026-11-03
Madrona Financial Services, LLC
UNCHANGED24,86924,86900%$1.1M$1.1M+$24.9K2026-10-23
Ignite Planners, LLC
DECREASED23,88224,157-275-1%$1.1M$1.1M+$11.7K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED23,62418,289+5,335+29%$809.1K$1.1M+$259.6K2026-10-16
Diligent Investors, LLC
DECREASED21,42622,355-929-4%$989.0K$969.3K-$19.7K2026-10-21
Range Financial Group LLC
DECREASED16,97717,155-178-1%$758.9K$768.0K+$9.1K2026-10-21
BFI Wealth Solutions, LLC
INCREASED15,54013,900+1,640+12%$614.9K$703.0K+$88.1K2026-10-16
Capital Investment Advisory Services, LLC
DECREASED14,36914,864-495-3%$657.6K$650.0K-$7.5K2026-10-30
HBW Advisory Services LLC
DECREASED14,19114,732-541-4%$651.7K$642.0K-$9.7K2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED13,65014,150-500-4%$158.1K$138.4K-$19.7K2026-10-13
Signature Equity Partners, LLC
INCREASED12,46811,733+735+6%$519.1K$564.1K+$45.0K2026-10-29
Farther Finance Advisors, LLC
DECREASED11,33517,085-5,750-34%$755.8K$512.8K-$243.0K2026-10-08
Atria Investments, Inc
NEW10,880—+10,880——$492.2K—2026-10-15
NorthCrest Asset Manangement, LLC
UNCHANGED10,60210,60200%$470.8K$481.4K+$10.7K2026-10-13
CoreCap Advisors, LLC
INCREASED9,7559,043+712+8%$400.1K$441.3K+$41.3K2026-10-08
LVZ, Inc.
UNCHANGED9,5139,51300%$420.9K$430.4K+$9.5K2026-10-20
M Holdings Securities, Inc.
NEW9,500—+9,500——$430.0K—2026-11-03
MBL Wealth, LLC
DECREASED9,50010,000-500-5%$442.4K$429.8K-$12.6K2026-10-22
RFG Advisory, LLC
UNCHANGED9,3009,30000%$411.4K$420.7K+$9.3K2026-11-03
Bullseye Investment Management, LLC
UNCHANGED8,8208,82000%$390.2K$399.0K+$8.8K2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED7,6607,66000%$338.9K$346.5K+$7.7K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED7,6337,651-180%$338.5K$345.3K+$6.8K2026-10-22
Park Avenue Securities LLC
INCREASED7,4935,729+1,764+31%$253.0K$339.0K+$86.0K2026-10-26
Koshinski Asset Management, Inc.
UNCHANGED7,4287,42800%$328.6K$336.0K+$7.4K2026-10-29
Kestra Private Wealth Services, LLC
UNCHANGED7,2057,20500%$318.7K$326.0K+$7.2K2026-10-30
Legacy Solutions, LLC
UNCHANGED7,1777,17700%$317.5K$324.7K+$7.2K2026-10-07
AdvisorNet Financial, Inc
UNCHANGED6,8066,80600%$301.1K$309.1K+$8.0K2026-10-15
Noble Wealth Management PBC
DECREASED6,7228,117-1,395-17%$359.1K$304.1K-$55.0K2026-10-01
Diversify Wealth Management, LLC
UNCHANGED6,7046,70400%$297.2K$304.5K+$7.4K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED6,7046,70400%$297.2K$304.5K+$7.4K2026-10-20
HFG Wealth Management, LLC
UNCHANGED6,5356,53500%$289.1K$289.1K$02026-10-16
Kingswood Wealth Advisors, LLC
DECREASED6,4546,759-305-5%$299.0K$292.0K-$7.0K2026-10-23
Elevation Point Wealth Partners, LLC
UNCHANGED6,2266,22600%$275.4K$281.7K+$6.2K2026-11-05
RiverTree Advisors, LLC
UNCHANGED5,9015,90100%$261.1K$267.0K+$5.9K2026-10-13
Spire Wealth Management
UNCHANGED5,6665,66600%$250.7K$256.3K+$5.7K2026-10-30
PKS Advisory Services, LLC
UNCHANGED5,3625,36200%$237.2K$237.2K$02026-10-26
Grantvest Financial Group LLC
DECREASED5,3355,347-120%$236.6K$241.4K+$4.8K2026-10-21
Clear Creek Financial Management, LLC
UNCHANGED5,0005,00000%$221.2K$226.2K+$5.0K2026-10-28
BostonPremier Wealth LLC
UNCHANGED4,9194,91900%$217.6K$222.5K+$4.9K2026-10-16
Triad Wealth Partners, LLC
DECREASED4,9004,905-50%$219.1K$221.7K+$2.6K2026-10-26
BAM Wealth Management, LLC
NEW4,592—+4,592——$207.7K—2026-10-15
Blue Bell Private Wealth Management, LLC
DECREASED3,4643,489-25-1%$154.4K$156.7K+$2.4K2026-10-29
Financial Network Wealth Advisors LLC
UNCHANGED2,1752,17500%$96.2K$98.4K+$2.2K2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED1,4851,48500%$66.0K$67.0K+$1.0K2026-11-04
Lanark Financial, Inc.
UNCHANGED94094000%$41.6K$42.5K+$9412026-10-26
Buck Wealth Strategies, LLC
UNCHANGED65065000%$28.8K$29.4K+$6502026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED32532500%$14.4K$14.7K+$3252026-10-21
Assetmark, Inc
DECREASED44248-204-82%$11.0K$2.0K-$9.0K2026-10-21
IMG Wealth Management, Inc.
DECREASED41573-532-93%$25.4K$1.9K-$23.5K2026-10-27
First International Bank of Israel Ltd.
CLOSED0480,000-480,000-100%$21.2M$0-$21.2M2026-11-04
Kestra Investment Management, LLC
CLOSED08,844-8,844-100%$391.3K$0-$391.3K2026-11-04
StoneX Group Inc.
CLOSED05,779-5,779-100%$254.5K$0-$254.5K2026-11-03
International Assets Investment Management, LLC
CLOSED01,465-1,465-100%$64.8K$0-$64.8K2026-11-02
Raymond James Financial Inc
N/A—548,484-548,484-100%$24.3M———
Osaic Holdings, Inc.
N/A—284,112-284,112-100%$12.6M———
Cetera Investment Advisers
N/A—185,173-185,173-100%$8.2M———
LPL Financial LLC
N/A—168,180-168,180-100%$7.4M———
Bull Harbor Capital LLC
N/A—157,982-157,982-100%$7.0M———
Wood Tarver Financial Group, LLC
N/A—138,744-138,744-100%$6.1M———
AssuredPartners Investment Advisors, LLC
N/A—120,579-120,579-100%$5.3M———
Bouchey Financial Group, Ltd.
N/A—97,140-97,140-100%$4.3M———
Envestnet Asset Management Inc
N/A—90,745-90,745-100%$4.0M———
MML Investors Services, LLC
N/A—77,192-77,192-100%$3.4M———
Citadel Advisors LLC
N/A—71,717-71,717-100%$3.2M———
MAI Capital Management
N/A—61,588-61,588-100%$2.7M———
Janney Montgomery Scott LLC
N/A—54,719-54,719-100%$2.4M———
Arax Advisory Partners
N/A—48,771-48,771-100%$2.2M———
Arkadios Wealth Advisors
N/A—39,578-39,578-100%$1.8M———
Tanglewood Legacy Advisors, LLC
N/A—26,430-26,430-100%$1.2M———
NewEdge Advisors, LLC
N/A—23,074-23,074-100%$1.0M———
Susquehanna International Group, LLP
N/A—20,212-20,212-100%$894.2K———
Waverly Advisors, LLC
N/A—19,721-19,721-100%$872.5K———
AQR Capital Management LLC
N/A—18,460-18,460-100%$816.7K———
Harbour Investments, Inc.
N/A—18,037-18,037-100%$798.0K———
Fiduciary Financial Advisors
N/A—17,963-17,963-100%$794.6K———
Kovack Advisors, Inc.
N/A—17,645-17,645-100%$780.9K———
Alesco Advisors, LLC, An ESL Co
N/A—15,737-15,737-100%$696.2K———
Mutual Advisors, LLC
N/A—14,836-14,836-100%$656.4K———
Old Mission Capital LLC
N/A—14,645-14,645-100%$647.9K———
Centaurus Financial, Inc.
N/A—13,863-13,863-100%$613.0K———
CreativeOne Wealth, LLC
N/A—13,734-13,734-100%$607.6K———
Sanctuary Advisors, LLC
N/A—12,944-12,944-100%$572.6K———
Gallagher Fiduciary Advisors, LLC
N/A—12,823-12,823-100%$567.3K———
Harvest Investment Services, LLC
N/A—11,853-11,853-100%$524.4K———
Stephens Inc
N/A—11,821-11,821-100%$523.0K———
Insigneo Advisory Services, LLC
N/A—11,031-11,031-100%$488.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,608-10,608-100%$469.3K———
BFC Planning, Inc.
N/A—10,258-10,258-100%$453.8K———
Cresset Asset Management, LLC
N/A—9,991-9,991-100%$442.0K———
Cary Street Partners Financial LLC
N/A—9,220-9,220-100%$407.9K———
Sequent Planning LLC
N/A—9,175-9,175-100%$405.9K———
JPMorgan Chase & Co
N/A—8,930-8,930-100%$394.0K———
Foundations Investment Advisors, LLC
N/A—8,906-8,906-100%$394.0K———
LM Advisors LLC
N/A—8,248-8,248-100%$365.0K———
Stratos Wealth Advisors, LLC
N/A—8,228-8,228-100%$364.0K———
Corus Family Wealth Advisors
N/A—7,619-7,619-100%$337.1K———
FSB Premier Wealth Management, Inc.
N/A—7,424-7,424-100%$328.4K———
Captrust Financial Advisors
N/A—7,200-7,200-100%$318.5K———
Focus Partners Wealth
N/A—6,910-6,910-100%$305.7K———
Snowden Capital Advisors LLC
N/A—6,843-6,843-100%$302.7K———
J.W. Cole Advisors, Inc.
N/A—6,773-6,773-100%$299.6K———
HRT Financial LP
N/A—6,748-6,748-100%$298.0K———
Integrated Wealth Concepts LLC
N/A—6,434-6,434-100%$284.6K———
Beacon Pointe Advisors, LLC
N/A—6,349-6,349-100%$280.9K———
Vestmark Advisory Solutions, Inc.
N/A—6,226-6,226-100%$275.4K———
Keating Financial Advisory Services, Inc.
N/A—6,138-6,138-100%$271.5K———
Prosperity Consulting Group, LLC
N/A—5,519-5,519-100%$244.2K———
Archer Investment Corp
N/A—5,257-5,257-100%$232.6K———
Barclays PLC
N/A—4,592-4,592-100%$203.2K———
Crux Wealth Advisors
N/A—4,547-4,547-100%$201.2K———
Steward Partners Investment Advisory, LLC
N/A—4,495-4,495-100%$198.9K———
Geneos Wealth Management Inc.
N/A—2,920-2,920-100%$129.2K———
Rockefeller Capital Management L.P.
N/A—2,280-2,280-100%$100.9K———
Morgan Stanley
N/A—2,000-2,000-100%$88.5K———
Capital Analysts, LLC
N/A—1,859-1,859-100%$82.0K———
Integrity Financial Corp
N/A—1,493-1,493-100%$66.1K———
Smartleaf Asset Management LLC
N/A—700-700-100%$30.9K———
Allworth Financial LP
N/A—589-589-100%$26.1K———
Global Retirement Partners, LLC
N/A—400-400-100%$17.7K———
Ameriflex Group, Inc.
N/A—385-385-100%$17.0K———
IFG Advisory, LLC
N/A—157-157-100%$6.9K———
Showing 133 of 133 institutions