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FT Vest US Equity Moderate B (GJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Reap Financial Group, LLC
DECREASED
Shares400,001 from 423,037
Change-23,036 (-5%)
Value$18.4M (-$607.3K)
Filed 2026-11-02
Range Financial Group LLC
DECREASED
Shares291,373 from 297,530
Change-6,157 (-2%)
Value$13.4M (+$35.9K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares243,613 from 257,080
Change-13,467 (-5%)
Value$11.2M (-$344.5K)
Filed 2026-11-02
First International Bank of Israel Ltd.
UNCHANGED
Shares205,000 from 205,000
Change0 (0%)
Value$9.5M (+$220.3K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares166,404 from 119,702
Change+46,702 (+39%)
Value$7.7M (+$2.3M)
Filed 2026-11-02
Schulz Wealth, Ltd.
DECREASED
Shares144,088 from 145,960
Change-1,872 (-1%)
Value$6.6M (+$70.6K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares86,108 from 86,926
Change-818 (-1%)
Value$4.0M (+$55.7K)
Filed 2026-10-30
First Heartland Consultants, Inc.
DECREASED
Shares81,621 from 84,569
Change-2,948 (-3%)
Value$3.8M (-$45.0K)
Filed 2026-10-08
HBW Advisory Services LLC
INCREASED
Shares77,101 from 76,520
Change+581 (+1%)
Value$3.6M (+$109.0K)
Filed 2026-10-15
Americana Partners, LLC
DECREASED
Shares65,638 from 67,456
Change-1,818 (-3%)
Value$3.0M (-$11.3K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares52,053 from 49,507
Change+2,546 (+5%)
Value$2.4M (+$170.6K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares47,834 from 48,914
Change-1,080 (-2%)
Value$2.2M (+$3.0K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares41,745 from 39,119
Change+2,626 (+7%)
Value$1.9M (+$163.1K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares37,708 from 43,331
Change-5,623 (-13%)
Value$1.7M (-$212.6K)
Filed 2026-10-08
LifeWealth Investments, LLC
DECREASED
Shares34,605 from 34,828
Change-223 (-1%)
Value$1.6M (+$27.2K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares33,813 from 34,623
Change-810 (-2%)
Value$1.6M (-$130)
Filed 2026-10-30
Corrado Advisors, LLC
DECREASED
Shares32,838 from 34,848
Change-2,010 (-6%)
Value$1.5M (-$55.2K)
Filed 2026-10-27
Triumph Capital Management
DECREASED
Shares29,537 from 30,328
Change-791 (-3%)
Value$1.4M (-$3.9K)
Filed 2026-10-14
Ignite Planners, LLC
UNCHANGED
Shares27,890 from 27,890
Change0 (0%)
Value$1.3M (+$30.0K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares25,503 from 28,729
Change-3,226 (-11%)
Value$548.8K (+$64.4K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares22,451 from 22,451
Change0 (0%)
Value$1.0M (+$24.1K)
Filed 2026-10-21
Commonwealth Financial Services, LLC
DECREASED
Shares20,540 from 173,392
Change-152,852 (-88%)
Value$946.9K (-$6.9M)
Filed 2026-10-20
Midwest Financial Network, LLC
DECREASED
Shares19,285 from 35,233
Change-15,948 (-45%)
Value$889.0K (-$697.3K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
DECREASED
Shares17,236 from 17,662
Change-426 (-2%)
Value$794.6K (-$656)
Filed 2026-10-13
Milestone Asset Management, LLC
DECREASED
Shares16,089 from 16,737
Change-648 (-4%)
Value$741.7K (-$11.9K)
Filed 2026-10-15
LVZ, Inc.
UNCHANGED
Shares15,681 from 15,681
Change0 (0%)
Value$722.9K (+$16.9K)
Filed 2026-10-20
Keystone Wealth Services, LLC
DECREASED
Shares14,736 from 15,786
Change-1,050 (-7%)
Value$678.9K (-$31.9K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED
Shares13,861 from 10,921
Change+2,940 (+27%)
Value$639.0K (+$147.3K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED
Shares13,656 from 18,066
Change-4,410 (-24%)
Value$632.5K (-$183.1K)
Filed 2026-10-13
MGO One Seven LLC
UNCHANGED
Shares12,277 from 12,277
Change0 (0%)
Value$566.0K (+$13.2K)
Filed 2026-10-28
Synergy Asset Management, LLC
INCREASED
Shares11,956 from 10,177
Change+1,779 (+17%)
Value$551.2K (+$92.9K)
Filed 2026-11-05
Nations Financial Group Inc,
DECREASED
Shares10,060 from 10,360
Change-300 (-3%)
Value$463.8K (-$2.7K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares9,566 from 8,841
Change+725 (+8%)
Value$441.0K (+$42.9K)
Filed 2026-10-08
Quad-Cities Investment Group, LLC
DECREASED
Shares9,341 from 9,807
Change-466 (-5%)
Value$430.6K (-$10.9K)
Filed 2026-10-16
Cornerstone Wealth, LLC
UNCHANGED
Shares9,235 from 9,235
Change0 (0%)
Value$426.2K (+$7.8K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares8,245 from 8,245
Change0 (0%)
Value$380.1K (+$8.9K)
Filed 2026-10-13
Grantvest Financial Group LLC
DECREASED
Shares7,819 from 8,057
Change-238 (-3%)
Value$360.4K (-$2.3K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares7,564 from 7,564
Change0 (0%)
Value$348.7K (+$8.1K)
Filed 2026-10-08
Miramontes Capital, LLC
UNCHANGED
Shares7,197 from 7,197
Change0 (0%)
Value$331.8K (+$7.7K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares6,817 from 6,836
Change-19 (0%)
Value$314.3K (+$6.5K)
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares6,792 from 6,792
Change0 (0%)
Value$313.1K (+$7.3K)
Filed 2026-10-15
Crosspoint Financial, LLC
DECREASED
Shares6,710 from 11,360
Change-4,650 (-41%)
Value$309.3K (-$202.2K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares6,142 from 6,136
Change+6 (+0%)
Value$283.1K (+$6.9K)
Filed 2026-11-04
MBE Wealth Management, LLC
UNCHANGED
Shares5,205 from 5,205
Change0 (0%)
Value$239.9K (+$5.6K)
Filed 2026-10-26
Triad Wealth Partners, LLC
NEW
Shares5,021
Change+5,021
Value$231.5K
Filed 2026-10-26
Seven Hills Financial, LLC
NEW
Shares5,019
Change+5,019
Value$231.4K
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares4,890 from 4,343
Change+547 (+13%)
Value$225.4K (+$29.9K)
Filed 2026-10-29
Noble Wealth Management PBC
DECREASED
Shares4,758 from 6,584
Change-1,826 (-28%)
Value$219.3K (-$77.1K)
Filed 2026-10-01
FWG Investments, Llc.
UNCHANGED
Shares4,637 from 4,637
Change0 (0%)
Value$213.8K (+$5.0K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares4,580 from 4,580
Change0 (0%)
Value$211.1K (+$4.9K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares4,482 from 4,482
Change0 (0%)
Value$206.6K (+$4.8K)
Filed 2026-11-02
Cornell Pochily Investment Advisors, Inc.
NEW
Shares4,350
Change+4,350
Value$200.5K
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,255 from 2,255
Change0 (0%)
Value$104.0K (+$2.4K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$93.3K (+$2.2K)
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$66.4K (+$1.5K)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$66.2K (+$1.5K)
Filed 2026-10-26
Archer Investment Corp
DECREASED
Shares1,411 from 5,483
Change-4,072 (-74%)
Value$65.0K (-$181.8K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$62.1K (+$1.4K)
Filed 2026-10-28
Private Trust Co NA
NEW
Shares988
Change+988
Value$45.5K
Filed 2026-10-20
Spire Wealth Management
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$28.8K (+$672)
Filed 2026-10-30
Reicon Wealth Advisors, LLC
DECREASED
Shares510 from 862
Change-352 (-41%)
Value$23.5K (-$15.3K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$20.7K (+$483)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$18.6K (+$434)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares362 from 370
Change-8 (-2%)
Value$16.7K (+$29)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.3K (+$77)
Filed 2026-10-21
Kestra Investment Management, LLC
CLOSED
Shares0 from 7,785
Change-7,785 (-100%)
Value$0 (-$350.5K)
Filed 2026-11-04
StoneX Group Inc.
CLOSED
Shares0 from 4,845
Change-4,845 (-100%)
Value$0 (-$218.0K)
Filed 2026-11-03
NWF Advisory Services Inc.
CLOSED
Shares0 from 4,600
Change-4,600 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-19
Bullseye Investment Management, LLC
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-29
Key Capital Management, Inc
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-03
LPL Financial LLC
N/A
Shares— from 670,809
Change-670,809 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 479,367
Change-479,367 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 303,873
Change-303,873 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 296,910
Change-296,910 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 163,293
Change-163,293 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 129,046
Change-129,046 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 107,086
Change-107,086 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 84,702
Change-84,702 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 68,836
Change-68,836 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 60,841
Change-60,841 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 53,936
Change-53,936 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 52,866
Change-52,866 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 44,446
Change-44,446 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,239
Change-39,239 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,861
Change-37,861 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,299
Change-27,299 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 25,350
Change-25,350 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,041
Change-24,041 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,195
Change-21,195 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,405
Change-20,405 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 20,348
Change-20,348 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 20,040
Change-20,040 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,937
Change-19,937 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 19,298
Change-19,298 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 15,237
Change-15,237 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,681
Change-14,681 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 14,006
Change-14,006 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,860
Change-13,860 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,176
Change-13,176 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,785
Change-12,785 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,642
Change-11,642 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 11,164
Change-11,164 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,072
Change-9,072 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,735
Change-8,735 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 7,107
Change-7,107 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,909
Change-5,909 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Status
Reap Financial Group, LLC
DECREASED400,001423,037-23,036-5%$19.0M$18.4M-$607.3K2026-11-02
Range Financial Group LLC
DECREASED291,373297,530-6,157-2%$13.4M$13.4M+$35.9K2026-10-21
Commonwealth Equity Services, LLC
DECREASED243,613257,080-13,467-5%$11.6M$11.2M-$344.5K2026-11-02
First International Bank of Israel Ltd.
UNCHANGED205,000205,00000%$9.2M$9.5M+$220.3K2026-11-04
Kestra Advisory Services, LLC
INCREASED166,404119,702+46,702+39%$5.4M$7.7M+$2.3M2026-11-02
Schulz Wealth, Ltd.
DECREASED144,088145,960-1,872-1%$6.6M$6.6M+$70.6K2026-11-03
Truist Financial Corp
DECREASED86,10886,926-818-1%$3.9M$4.0M+$55.7K2026-10-30
First Heartland Consultants, Inc.
DECREASED81,62184,569-2,948-3%$3.8M$3.8M-$45.0K2026-10-08
HBW Advisory Services LLC
INCREASED77,10176,520+581+1%$3.4M$3.6M+$109.0K2026-10-15
Americana Partners, LLC
DECREASED65,63867,456-1,818-3%$3.0M$3.0M-$11.3K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED52,05349,507+2,546+5%$2.2M$2.4M+$170.6K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED47,83448,914-1,080-2%$2.2M$2.2M+$3.0K2026-11-02
Founders Financial Securities LLC
INCREASED41,74539,119+2,626+7%$1.8M$1.9M+$163.1K2026-10-28
Farther Finance Advisors, LLC
DECREASED37,70843,331-5,623-13%$2.0M$1.7M-$212.6K2026-10-08
LifeWealth Investments, LLC
DECREASED34,60534,828-223-1%$1.6M$1.6M+$27.2K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED33,81334,623-810-2%$1.6M$1.6M-$1302026-10-30
Corrado Advisors, LLC
DECREASED32,83834,848-2,010-6%$1.6M$1.5M-$55.2K2026-10-27
Triumph Capital Management
DECREASED29,53730,328-791-3%$1.4M$1.4M-$3.9K2026-10-14
Ignite Planners, LLC
UNCHANGED27,89027,89000%$1.3M$1.3M+$30.0K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED25,50328,729-3,226-11%$484.3K$548.8K+$64.4K2026-10-13
Diligent Investors, LLC
UNCHANGED22,45122,45100%$1.0M$1.0M+$24.1K2026-10-21
Commonwealth Financial Services, LLC
DECREASED20,540173,392-152,852-88%$7.8M$946.9K-$6.9M2026-10-20
Midwest Financial Network, LLC
DECREASED19,28535,233-15,948-45%$1.6M$889.0K-$697.3K2026-10-13
Signal Advisors Wealth, LLC
DECREASED17,23617,662-426-2%$795.2K$794.6K-$6562026-10-13
Milestone Asset Management, LLC
DECREASED16,08916,737-648-4%$753.6K$741.7K-$11.9K2026-10-15
LVZ, Inc.
UNCHANGED15,68115,68100%$706.0K$722.9K+$16.9K2026-10-20
Keystone Wealth Services, LLC
DECREASED14,73615,786-1,050-7%$710.7K$678.9K-$31.9K2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED13,86110,921+2,940+27%$491.7K$639.0K+$147.3K2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED13,65618,066-4,410-24%$815.7K$632.5K-$183.1K2026-10-13
MGO One Seven LLC
UNCHANGED12,27712,27700%$552.8K$566.0K+$13.2K2026-10-28
Synergy Asset Management, LLC
INCREASED11,95610,177+1,779+17%$458.2K$551.2K+$92.9K2026-11-05
Nations Financial Group Inc,
DECREASED10,06010,360-300-3%$466.4K$463.8K-$2.7K2026-11-05
CoreCap Advisors, LLC
INCREASED9,5668,841+725+8%$398.1K$441.0K+$42.9K2026-10-08
Quad-Cities Investment Group, LLC
DECREASED9,3419,807-466-5%$441.5K$430.6K-$10.9K2026-10-16
Cornerstone Wealth, LLC
UNCHANGED9,2359,23500%$418.3K$426.2K+$7.8K2026-10-28
Signature Estate & Investment Advisors LLC
UNCHANGED8,2458,24500%$371.2K$380.1K+$8.9K2026-10-13
Grantvest Financial Group LLC
DECREASED7,8198,057-238-3%$362.8K$360.4K-$2.3K2026-10-21
Avidian Wealth Enterprises, LLC
UNCHANGED7,5647,56400%$340.6K$348.7K+$8.1K2026-10-08
Miramontes Capital, LLC
UNCHANGED7,1977,19700%$324.0K$331.8K+$7.7K2026-10-19
Uptick Partners, LLC
DECREASED6,8176,836-190%$307.8K$314.3K+$6.5K2026-11-04
Summit Financial Wealth Advisors, LLC
UNCHANGED6,7926,79200%$305.8K$313.1K+$7.3K2026-10-15
Crosspoint Financial, LLC
DECREASED6,71011,360-4,650-41%$511.5K$309.3K-$202.2K2026-11-03
Tounjian Advisory Partners, LLC
INCREASED6,1426,136+6+0%$276.3K$283.1K+$6.9K2026-11-04
MBE Wealth Management, LLC
UNCHANGED5,2055,20500%$234.3K$239.9K+$5.6K2026-10-26
Triad Wealth Partners, LLC
NEW5,021—+5,021——$231.5K—2026-10-26
Seven Hills Financial, LLC
NEW5,019—+5,019——$231.4K—2026-10-13
Signature Equity Partners, LLC
INCREASED4,8904,343+547+13%$195.5K$225.4K+$29.9K2026-10-29
Noble Wealth Management PBC
DECREASED4,7586,584-1,826-28%$296.4K$219.3K-$77.1K2026-10-01
FWG Investments, Llc.
UNCHANGED4,6374,63700%$208.8K$213.8K+$5.0K2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED4,5804,58000%$206.2K$211.1K+$4.9K2026-10-29
Valtinson Bruner Financial Planning LLC
UNCHANGED4,4824,48200%$201.8K$206.6K+$4.8K2026-11-02
Cornell Pochily Investment Advisors, Inc.
NEW4,350—+4,350——$200.5K—2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED2,2552,25500%$101.5K$104.0K+$2.4K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,0252,02500%$91.2K$93.3K+$2.2K2026-10-27
Creative Financial Designs Inc
UNCHANGED1,4401,44000%$64.8K$66.4K+$1.5K2026-11-04
Lanark Financial, Inc.
UNCHANGED1,4351,43500%$64.6K$66.2K+$1.5K2026-10-26
Archer Investment Corp
DECREASED1,4115,483-4,072-74%$246.9K$65.0K-$181.8K2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED1,3481,34800%$60.7K$62.1K+$1.4K2026-10-28
Private Trust Co NA
NEW988—+988——$45.5K—2026-10-20
Spire Wealth Management
UNCHANGED62562500%$28.1K$28.8K+$6722026-10-30
Reicon Wealth Advisors, LLC
DECREASED510862-352-41%$38.8K$23.5K-$15.3K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED45045000%$20.3K$20.7K+$4832026-10-21
IFP Advisors, Inc
UNCHANGED40440400%$18.2K$18.6K+$4342026-10-16
Larson Financial Group LLC
DECREASED362370-8-2%$16.7K$16.7K+$292026-11-05
Assetmark, Inc
UNCHANGED727200%$3.2K$3.3K+$772026-10-21
Kestra Investment Management, LLC
CLOSED07,785-7,785-100%$350.5K$0-$350.5K2026-11-04
StoneX Group Inc.
CLOSED04,845-4,845-100%$218.0K$0-$218.0K2026-11-03
NWF Advisory Services Inc.
CLOSED04,600-4,600-100%$207.1K$0-$207.1K2026-10-19
Bullseye Investment Management, LLC
CLOSED0630-630-100%$28.4K$0-$28.4K2026-10-29
Key Capital Management, Inc
CLOSED054-54-100%$2.4K$0-$2.4K2026-11-03
LPL Financial LLC
N/A—670,809-670,809-100%$30.2M———
Osaic Holdings, Inc.
N/A—479,367-479,367-100%$21.6M———
Cetera Investment Advisers
N/A—303,873-303,873-100%$13.7M———
Raymond James Financial Inc
N/A—296,910-296,910-100%$13.4M———
Envestnet Asset Management Inc
N/A—163,293-163,293-100%$7.4M———
Arax Advisory Partners
N/A—129,046-129,046-100%$5.8M———
Stratos Wealth Advisors, LLC
N/A—107,086-107,086-100%$4.8M———
Tanglewood Legacy Advisors, LLC
N/A—84,702-84,702-100%$3.8M———
Ogorek Anthony Joseph
N/A—68,836-68,836-100%$3.1M———
LM Advisors LLC
N/A—60,841-60,841-100%$2.7M———
Wood Tarver Financial Group, LLC
N/A—53,936-53,936-100%$2.4M———
Citadel Advisors LLC
N/A—52,866-52,866-100%$2.4M———
Janney Montgomery Scott LLC
N/A—44,446-44,446-100%$2.0M———
MML Investors Services, LLC
N/A—39,239-39,239-100%$1.8M———
Mariner, LLC
N/A—37,861-37,861-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—27,299-27,299-100%$1.2M———
Mutual Advisors, LLC
N/A—25,350-25,350-100%$1.1M———
HighTower Advisors, LLC
N/A—24,041-24,041-100%$1.1M———
Harbour Investments, Inc.
N/A—21,195-21,195-100%$954.3K———
NewEdge Advisors, LLC
N/A—20,405-20,405-100%$918.7K———
Pinnacle Financial Partners, Inc.
N/A—20,348-20,348-100%$916.1K———
Sequent Planning LLC
N/A—20,040-20,040-100%$902.3K———
CreativeOne Wealth, LLC
N/A—19,937-19,937-100%$897.6K———
Harvest Investment Services, LLC
N/A—19,298-19,298-100%$868.9K———
BFC Planning, Inc.
N/A—17,300-17,300-100%$778.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—17,300-17,300-100%$778.9K———
Keating Financial Advisory Services, Inc.
N/A—15,237-15,237-100%$686.0K———
Susquehanna International Group, LLP
N/A—14,681-14,681-100%$661.0K———
Jaffetilchin Investment Partners, LLC
N/A—14,006-14,006-100%$630.6K———
Ameritas Advisory Services, LLC
N/A—13,860-13,860-100%$624.0K———
Fiduciary Financial Advisors
N/A—13,176-13,176-100%$593.2K———
Sanctuary Advisors, LLC
N/A—12,820-12,820-100%$577.2K———
Modern Wealth Management, LLC
N/A—12,785-12,785-100%$575.6K———
FSB Premier Wealth Management, Inc.
N/A—12,369-12,369-100%$556.9K———
Capital Analysts, LLC
N/A—11,642-11,642-100%$524.0K———
HRT Financial LP
N/A—11,475-11,475-100%$516.0K———
Gallagher Fiduciary Advisors, LLC
N/A—11,164-11,164-100%$502.6K———
MAI Capital Management
N/A—11,154-11,154-100%$502.2K———
Royal Bank of Canada
N/A—11,067-11,067-100%$498.0K———
Main Street Financial Solutions, LLC
N/A—9,072-9,072-100%$408.5K———
AE Wealth Management LLC
N/A—8,735-8,735-100%$393.3K———
JPMorgan Chase & Co
N/A—8,281-8,281-100%$371.4K———
Integrity Financial Corp
N/A—8,236-8,236-100%$370.8K———
Advisory Services Network, LLC
N/A—7,967-7,967-100%$358.7K———
Bcgm Wealth Management, LLC
N/A—7,107-7,107-100%$320.0K———
Rockefeller Capital Management L.P.
N/A—7,000-7,000-100%$315.2K———
Global Retirement Partners, LLC
N/A—6,750-6,750-100%$303.9K———
Arkadios Wealth Advisors
N/A—5,948-5,948-100%$267.8K———
Kovack Advisors, Inc.
N/A—5,909-5,909-100%$265.7K———
Jane Street Group, LLC
N/A—5,617-5,617-100%$252.9K———
United Capital Financial Advisors, LLC
N/A—5,268-5,268-100%$237.1K———
Centaurus Financial, Inc.
N/A—4,904-4,904-100%$221.0K———
Foundations Investment Advisors, LLC
N/A—4,590-4,590-100%$206.7K———
Per Stirling Capital Management, Llc.
N/A—4,485-4,485-100%$201.9K———
Barclays PLC
N/A—4,447-4,447-100%$200.2K———
Benson Wealth Management Inc
N/A—3,642-3,642-100%$164.0K———
UBS Group AG
N/A—3,422-3,422-100%$154.1K———
Morgan Stanley
N/A—2,547-2,547-100%$114.7K———
Northwestern Mutual Wealth Management Co
N/A—1,386-1,386-100%$62.4K———
Jones Financial Companies Lllp
N/A—1,000-1,000-100%$44.7K———
Showing 130 of 130 institutions