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FT Vest Nasdaq-100 Buffer ET (QJUN)

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
Shares299,686 from 303,425
Change-3,739 (-1%)
Value$10.3M (+$24.2K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares288,310 from 235,877
Change+52,433 (+22%)
Value$9.9M (+$1.9M)
Filed 2026-11-02
Financial Guidance Group, Inc.
DECREASED
Shares161,998 from 163,225
Change-1,227 (-1%)
Value$5.6M (+$39.9K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares138,270 from 140,654
Change-2,384 (-2%)
Value$4.7M (-$11.1K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares137,541 from 373,696
Change-236,155 (-63%)
Value$4.7M (-$7.9M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares103,030 from 100,325
Change+2,705 (+3%)
Value$3.5M (+$143.0K)
Filed 2026-11-02
Maia Wealth LLC
NEW
Shares84,136
Change+84,136
Value$2.9M
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares75,042 from 21,525
Change+53,517 (+249%)
Value$2.6M (+$1.9M)
Filed 2026-10-13
Keystone Wealth Services, LLC
INCREASED
Shares74,473 from 66,175
Change+8,298 (+13%)
Value$2.5M (+$309.3K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
DECREASED
Shares72,889 from 73,586
Change-697 (-1%)
Value$2.5M (+$13.1K)
Filed 2026-11-02
FWG Investments, Llc.
DECREASED
Shares70,384 from 75,801
Change-5,417 (-7%)
Value$2.4M (-$147.7K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares60,731 from 59,395
Change+1,336 (+2%)
Value$2.1M (+$72.2K)
Filed 2026-10-08
Ferguson Shapiro LLC
DECREASED
Shares39,720 from 184,928
Change-145,208 (-79%)
Value$1.4M (-$4.9M)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares36,725 from 17,673
Change+19,052 (+108%)
Value$1.3M (+$662.1K)
Filed 2026-11-04
Ignite Planners, LLC
DECREASED
Shares36,311 from 37,450
Change-1,139 (-3%)
Value$1.2M (-$20.2K)
Filed 2026-10-14
Avantra Family Wealth, Inc.
INCREASED
Shares35,009 from 32,581
Change+2,428 (+7%)
Value$1.2M (+$99.6K)
Filed 2026-10-20
Uptick Partners, LLC
DECREASED
Shares31,499 from 31,599
Change-100 (0%)
Value$1.1M (+$12.4K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
INCREASED
Shares27,234 from 26,573
Change+661 (+2%)
Value$933.8K (+$36.0K)
Filed 2026-10-28
Diversify Advisory Services, LLC
DECREASED
Shares22,788 from 22,839
Change-51 (0%)
Value$774.0K (+$39.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares22,788 from 22,839
Change-51 (0%)
Value$774.0K (+$39.3K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares21,816 from 21,800
Change+16 (+0%)
Value$748.0K (+$11.5K)
Filed 2026-10-23
Grantvest Financial Group LLC
DECREASED
Shares20,613 from 21,563
Change-950 (-4%)
Value$706.8K (-$21.7K)
Filed 2026-10-21
Hofer & Associates. Inc
NEW
Shares20,563
Change+20,563
Value$705.1K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares20,563 from 20,347
Change+216 (+1%)
Value$705.1K (+$17.6K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares19,724 from 20,311
Change-587 (-3%)
Value$676.3K (-$9.8K)
Filed 2026-10-08
Smart Wealth LLC
DECREASED
Shares18,202 from 80,056
Change-61,854 (-77%)
Value$624.1K (-$2.1M)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares16,641 from 11,150
Change+5,491 (+49%)
Value$570.6K (+$194.3K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares16,527 from 11,295
Change+5,232 (+46%)
Value$567.0K (+$185.0K)
Filed 2026-10-26
Novem Group
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$565.8K (+$8.3K)
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares16,479 from 8,889
Change+7,590 (+85%)
Value$565.0K (+$264.7K)
Filed 2026-10-23
Sloy Dahl & Holst, LLC
UNCHANGED
Shares15,378 from 15,378
Change0 (0%)
Value$527.3K (+$7.7K)
Filed 2026-10-14
Prosperity Financial Group, Inc.
UNCHANGED
Shares14,837 from 14,837
Change0 (0%)
Value$508.7K (+$7.5K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares14,721 from 14,721
Change0 (0%)
Value$504.8K (+$7.4K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
UNCHANGED
Shares13,006 from 13,006
Change0 (0%)
Value$446.0K (+$6.5K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares12,751 from 14,454
Change-1,703 (-12%)
Value$437.2K (-$51.1K)
Filed 2026-10-28
Diligent Investors, LLC
UNCHANGED
Shares11,999 from 11,999
Change0 (0%)
Value$411.4K (+$6.0K)
Filed 2026-10-21
Capital CS Group, LLC
NEW
Shares10,817
Change+10,817
Value$370.9K
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED
Shares10,796 from 8,784
Change+2,012 (+23%)
Value$370.2K (+$73.4K)
Filed 2026-10-14
Bullseye Investment Management, LLC
INCREASED
Shares9,815 from 5,351
Change+4,464 (+83%)
Value$336.5K (+$155.8K)
Filed 2026-10-29
Spire Wealth Management
UNCHANGED
Shares9,712 from 9,712
Change0 (0%)
Value$333.0K (+$4.9K)
Filed 2026-10-30
Winnacle Wealth LLC
DECREASED
Shares9,534 from 10,415
Change-881 (-8%)
Value$326.9K (-$25.0K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares9,385 from 9,385
Change0 (0%)
Value$321.8K (+$4.7K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares8,915 from 8,915
Change0 (0%)
Value$305.7K (+$4.5K)
Filed 2026-10-28
Legacy Solutions, LLC
UNCHANGED
Shares8,782 from 8,782
Change0 (0%)
Value$301.1K (+$4.4K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
UNCHANGED
Shares8,421 from 8,421
Change0 (0%)
Value$288.7K (+$4.2K)
Filed 2026-10-16
Oppenheimer & Co Inc
UNCHANGED
Shares8,188 from 8,188
Change0 (0%)
Value$280.8K (+$4.1K)
Filed 2026-10-26
RFG Advisory, LLC
UNCHANGED
Shares7,815 from 7,815
Change0 (0%)
Value$268.0K (+$3.9K)
Filed 2026-11-03
Integrated Advisors Network LLC
UNCHANGED
Shares7,545 from 7,545
Change0 (0%)
Value$258.7K (+$3.8K)
Filed 2026-10-20
Principle Wealth Partners LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$257.2K (+$3.8K)
Filed 2026-11-02
NWF Advisory Services Inc.
NEW
Shares7,300
Change+7,300
Value$250.3K
Filed 2026-10-19
Sovran Advisors, LLC
NEW
Shares6,380
Change+6,380
Value$213.9K
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
NEW
Shares5,852
Change+5,852
Value$200.7K
Filed 2026-10-23
Signature Equity Partners, LLC
NEW
Shares2,755
Change+2,755
Value$94.5K
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,573 from 2,573
Change0 (0%)
Value$88.2K (+$1.3K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares750 from 2,250
Change-1,500 (-67%)
Value$25.7K (-$50.3K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares600 from 679
Change-79 (-12%)
Value$20.6K (-$2.4K)
Filed 2026-10-08
Noble Wealth Management PBC
DECREASED
Shares350 from 400
Change-50 (-12%)
Value$12.0K (-$1.5K)
Filed 2026-10-01
Capital Investment Advisory Services, LLC
DECREASED
Shares2 from 4
Change-2 (-50%)
Value$68 (-$67)
Filed 2026-10-30
Prospera Financial Services Inc
CLOSED
Shares0 from 21,200
Change-21,200 (-100%)
Value$0 (-$716.2K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 11,374
Change-11,374 (-100%)
Value$0 (-$369.3K)
Filed 2026-10-27
HBW Advisory Services LLC
CLOSED
Shares0 from 7,503
Change-7,503 (-100%)
Value$0 (-$253.5K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$73.6K)
Filed 2026-11-02
Fifth Third Bancorp
CLOSED
Shares0 from 1,874
Change-1,874 (-100%)
Value$0 (-$63.3K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$49.0K)
Filed 2026-10-15
Creative Financial Designs Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Raymond James Financial Inc
N/A
Shares— from 551,836
Change-551,836 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 368,382
Change-368,382 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 328,727
Change-328,727 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 320,164
Change-320,164 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 311,268
Change-311,268 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 165,490
Change-165,490 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 124,976
Change-124,976 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 104,551
Change-104,551 (-100%)
Value—
Stephens Inc
N/A
Shares— from 95,969
Change-95,969 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 95,382
Change-95,382 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 75,206
Change-75,206 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 75,177
Change-75,177 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 72,018
Change-72,018 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 62,357
Change-62,357 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 61,010
Change-61,010 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 57,529
Change-57,529 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 52,618
Change-52,618 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 40,127
Change-40,127 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 31,436
Change-31,436 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 30,364
Change-30,364 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,215
Change-30,215 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 26,026
Change-26,026 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,646
Change-22,646 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,133
Change-22,133 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,089
Change-21,089 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 20,382
Change-20,382 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 16,950
Change-16,950 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 16,594
Change-16,594 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,410
Change-16,410 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 13,022
Change-13,022 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,751
Change-12,751 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,680
Change-12,680 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,469
Change-11,469 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 11,321
Change-11,321 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 10,897
Change-10,897 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,432
Change-8,432 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 7,907
Change-7,907 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,251
Change-7,251 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 510
Change-510 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 500
Change-500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 444
Change-444 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12
Change-12 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED299,686303,425-3,739-1%$10.3M$10.3M+$24.2K2026-11-02
Kestra Advisory Services, LLC
INCREASED288,310235,877+52,433+22%$8.0M$9.9M+$1.9M2026-11-02
Financial Guidance Group, Inc.
DECREASED161,998163,225-1,227-1%$5.5M$5.6M+$39.9K2026-10-21
IFP Advisors, Inc
DECREASED138,270140,654-2,384-2%$4.8M$4.7M-$11.1K2026-10-16
Truist Financial Corp
DECREASED137,541373,696-236,155-63%$12.6M$4.7M-$7.9M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED103,030100,325+2,705+3%$3.4M$3.5M+$143.0K2026-11-02
Maia Wealth LLC
NEW84,136—+84,136——$2.9M—2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED75,04221,525+53,517+249%$722.0K$2.6M+$1.9M2026-10-13
Keystone Wealth Services, LLC
INCREASED74,47366,175+8,298+13%$2.2M$2.5M+$309.3K2026-11-03
Acorn Financial Advisory Services Inc
DECREASED72,88973,586-697-1%$2.5M$2.5M+$13.1K2026-11-02
FWG Investments, Llc.
DECREASED70,38475,801-5,417-7%$2.6M$2.4M-$147.7K2026-11-03
First Heartland Consultants, Inc.
INCREASED60,73159,395+1,336+2%$2.0M$2.1M+$72.2K2026-10-08
Ferguson Shapiro LLC
DECREASED39,720184,928-145,208-79%$6.2M$1.4M-$4.9M2026-10-16
Csenge Advisory Group
INCREASED36,72517,673+19,052+108%$597.1K$1.3M+$662.1K2026-11-04
Ignite Planners, LLC
DECREASED36,31137,450-1,139-3%$1.3M$1.2M-$20.2K2026-10-14
Avantra Family Wealth, Inc.
INCREASED35,00932,581+2,428+7%$1.1M$1.2M+$99.6K2026-10-20
Uptick Partners, LLC
DECREASED31,49931,599-1000%$1.1M$1.1M+$12.4K2026-11-04
Clear Creek Financial Management, LLC
INCREASED27,23426,573+661+2%$897.8K$933.8K+$36.0K2026-10-28
Diversify Advisory Services, LLC
DECREASED22,78822,839-510%$734.7K$774.0K+$39.3K2026-10-20
Diversify Wealth Management, LLC
DECREASED22,78822,839-510%$734.7K$774.0K+$39.3K2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED21,81621,800+16+0%$736.5K$748.0K+$11.5K2026-10-23
Grantvest Financial Group LLC
DECREASED20,61321,563-950-4%$728.5K$706.8K-$21.7K2026-10-21
Hofer & Associates. Inc
NEW20,563—+20,563——$705.1K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED20,56320,347+216+1%$687.4K$705.1K+$17.6K2026-10-14
Farther Finance Advisors, LLC
DECREASED19,72420,311-587-3%$686.1K$676.3K-$9.8K2026-10-08
Smart Wealth LLC
DECREASED18,20280,056-61,854-77%$2.7M$624.1K-$2.1M2026-11-04
StoneX Group Inc.
INCREASED16,64111,150+5,491+49%$376.3K$570.6K+$194.3K2026-11-03
Park Avenue Securities LLC
INCREASED16,52711,295+5,232+46%$382.0K$567.0K+$185.0K2026-10-26
Novem Group
UNCHANGED16,50016,50000%$557.5K$565.8K+$8.3K2026-10-19
Citizens Financial Group Inc
INCREASED16,4798,889+7,590+85%$300.3K$565.0K+$264.7K2026-10-23
Sloy Dahl & Holst, LLC
UNCHANGED15,37815,37800%$519.6K$527.3K+$7.7K2026-10-14
Prosperity Financial Group, Inc.
UNCHANGED14,83714,83700%$501.3K$508.7K+$7.5K2026-10-29
Valtinson Bruner Financial Planning LLC
UNCHANGED14,72114,72100%$497.4K$504.8K+$7.4K2026-11-02
J.W. Cole Advisors, Inc.
UNCHANGED13,00613,00600%$439.4K$446.0K+$6.5K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED12,75114,454-1,703-12%$488.3K$437.2K-$51.1K2026-10-28
Diligent Investors, LLC
UNCHANGED11,99911,99900%$405.4K$411.4K+$6.0K2026-10-21
Capital CS Group, LLC
NEW10,817—+10,817——$370.9K—2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED10,7968,784+2,012+23%$296.8K$370.2K+$73.4K2026-10-14
Bullseye Investment Management, LLC
INCREASED9,8155,351+4,464+83%$180.8K$336.5K+$155.8K2026-10-29
Spire Wealth Management
UNCHANGED9,7129,71200%$328.1K$333.0K+$4.9K2026-10-30
Winnacle Wealth LLC
DECREASED9,53410,415-881-8%$351.9K$326.9K-$25.0K2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED9,3859,38500%$317.1K$321.8K+$4.7K2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED8,9158,91500%$301.2K$305.7K+$4.5K2026-10-28
Legacy Solutions, LLC
UNCHANGED8,7828,78200%$296.7K$301.1K+$4.4K2026-10-07
Concurrent Investment Advisors, LLC
UNCHANGED8,4218,42100%$284.5K$288.7K+$4.2K2026-10-16
Oppenheimer & Co Inc
UNCHANGED8,1888,18800%$276.6K$280.8K+$4.1K2026-10-26
RFG Advisory, LLC
UNCHANGED7,8157,81500%$264.0K$268.0K+$3.9K2026-11-03
Integrated Advisors Network LLC
UNCHANGED7,5457,54500%$254.9K$258.7K+$3.8K2026-10-20
Principle Wealth Partners LLC
UNCHANGED7,5007,50000%$253.4K$257.2K+$3.8K2026-11-02
NWF Advisory Services Inc.
NEW7,300—+7,300——$250.3K—2026-10-19
Sovran Advisors, LLC
NEW6,380—+6,380——$213.9K—2026-11-02
Kingswood Wealth Advisors, LLC
NEW5,852—+5,852——$200.7K—2026-10-23
Signature Equity Partners, LLC
NEW2,755—+2,755——$94.5K—2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED2,5732,57300%$86.9K$88.2K+$1.3K2026-10-29
Parallel Advisors, LLC
DECREASED7502,250-1,500-67%$76.0K$25.7K-$50.3K2026-11-03
CoreCap Advisors, LLC
DECREASED600679-79-12%$22.9K$20.6K-$2.4K2026-10-08
Noble Wealth Management PBC
DECREASED350400-50-12%$13.5K$12.0K-$1.5K2026-10-01
Capital Investment Advisory Services, LLC
DECREASED24-2-50%$135$68-$672026-10-30
Prospera Financial Services Inc
CLOSED021,200-21,200-100%$716.2K$0-$716.2K2026-11-04
Chicago Partners Investment Group LLC
CLOSED011,374-11,374-100%$369.3K$0-$369.3K2026-10-27
HBW Advisory Services LLC
CLOSED07,503-7,503-100%$253.5K$0-$253.5K2026-10-15
International Assets Investment Management, LLC
CLOSED02,200-2,200-100%$73.6K$0-$73.6K2026-11-02
Fifth Third Bancorp
CLOSED01,874-1,874-100%$63.3K$0-$63.3K2026-11-05
AdvisorNet Financial, Inc
CLOSED01,450-1,450-100%$49.0K$0-$49.0K2026-10-15
Creative Financial Designs Inc
CLOSED037-37-100%$1.3K$0-$1.3K2026-11-04
Raymond James Financial Inc
N/A—551,836-551,836-100%$18.6M———
LPL Financial LLC
N/A—368,382-368,382-100%$12.4M———
Cetera Investment Advisers
N/A—328,727-328,727-100%$11.1M———
Modern Wealth Management, LLC
N/A—320,164-320,164-100%$10.8M———
Osaic Holdings, Inc.
N/A—311,268-311,268-100%$10.5M———
Aptus Capital Advisors, LLC
N/A—165,490-165,490-100%$5.6M———
Envestnet Asset Management Inc
N/A—124,976-124,976-100%$4.2M———
Steward Partners Investment Advisory, LLC
N/A—104,551-104,551-100%$3.5M———
Stephens Inc
N/A—95,969-95,969-100%$3.2M———
Sequent Planning LLC
N/A—95,382-95,382-100%$3.2M———
Harbour Investments, Inc.
N/A—75,206-75,206-100%$2.5M———
HighTower Advisors, LLC
N/A—75,177-75,177-100%$2.5M———
Susquehanna International Group, LLP
N/A—72,018-72,018-100%$2.4M———
Northeast Planning Associates, Inc. / NH /
N/A—62,357-62,357-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—61,010-61,010-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—57,529-57,529-100%$1.9M———
MML Investors Services, LLC
N/A—52,618-52,618-100%$1.8M———
Faithward Advisors, LLC
N/A—40,127-40,127-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—31,436-31,436-100%$1.1M———
Centaurus Financial, Inc.
N/A—30,364-30,364-100%$1.0M———
Janney Montgomery Scott LLC
N/A—30,215-30,215-100%$1.0M———
Waverly Advisors, LLC
N/A—26,026-26,026-100%$879.3K———
NewEdge Advisors, LLC
N/A—22,646-22,646-100%$765.1K———
Rockefeller Capital Management L.P.
N/A—22,133-22,133-100%$747.8K———
Kovack Advisors, Inc.
N/A—21,089-21,089-100%$710.5K———
Silver OAK Securities, Incorporated
N/A—20,382-20,382-100%$688.6K———
CCG Wealth Management, LLC
N/A—16,950-16,950-100%$572.7K———
Main Street Financial Solutions, LLC
N/A—16,594-16,594-100%$560.6K———
Mutual Advisors, LLC
N/A—16,410-16,410-100%$554.4K———
Jaffetilchin Investment Partners, LLC
N/A—13,022-13,022-100%$440.0K———
World Investment Advisors
N/A—12,751-12,751-100%$430.8K———
Mariner, LLC
N/A—12,680-12,680-100%$428.4K———
Snowden Capital Advisors LLC
N/A—11,469-11,469-100%$387.5K———
Beck Capital Management, LLC
N/A—11,321-11,321-100%$382.5K———
Money Concepts Capital Corp
N/A—10,897-10,897-100%$368.2K———
Arkadios Wealth Advisors
N/A—8,833-8,833-100%$298.4K———
Arax Advisory Partners
N/A—8,432-8,432-100%$284.9K———
Legacy Wealth Managment, LLC
N/A—7,907-7,907-100%$267.1K———
Capital Analysts, LLC
N/A—7,355-7,355-100%$249.0K———
Insigneo Advisory Services, LLC
N/A—7,251-7,251-100%$245.0K———
Transcend Capital Advisors, LLC
N/A—6,030-6,030-100%$203.7K———
EP Wealth Advisors, LLC
N/A—5,435-5,435-100%$183.6K———
Fiduciary Financial Advisors
N/A—4,990-4,990-100%$168.6K———
Integrity Financial Corp
N/A—4,945-4,945-100%$167.1K———
Migdal Insurance & Financial Holdings Ltd.
N/A—4,445-4,445-100%$149.9K———
AE Wealth Management LLC
N/A—2,753-2,753-100%$93.0K———
Topsail Wealth Management, LLC
N/A—2,750-2,750-100%$92.9K———
IFG Advisory, LLC
N/A—1,191-1,191-100%$40.2K———
Benson Wealth Management Inc
N/A—510-510-100%$17.2K———
Hollencrest Capital Management
N/A—500-500-100%$16.9K———
Morgan Stanley
N/A—444-444-100%$15.0K———
Global Retirement Partners, LLC
N/A—344-344-100%$11.6K———
Clearstead Advisors, LLC
N/A—100-100-100%$3.4K———
Park Square Financial Group, LLC
N/A—39-39-100%$1.3K———
Northwestern Mutual Wealth Management Co
N/A—12-12-100%$405———
Smartleaf Asset Management LLC
N/A—2-2-100%$67———
Showing 121 of 121 institutions