FT Vest Nasdaq-100 Buffer ET (QMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

DECREASED

Shares214,867 from 252,209

Change-37,342 (-15%)

Value$8.3M (-$1.1M)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares138,470 from 138,889

Change-419 (0%)

Value$5.3M (+$149.0K)

Filed 2026-11-02

Onyx Bridge Wealth Group LLC

INCREASED

Shares134,788 from 133,301

Change+1,487 (+1%)

Value$5.2M (+$216.5K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares130,714 from 71,938

Change+58,776 (+82%)

Value$5.0M (+$2.3M)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares122,243 from 127,028

Change-4,785 (-4%)

Value$4.7M (-$32.1K)

Filed 2026-10-30

Smart Wealth LLC

INCREASED

Shares93,854 from 66,415

Change+27,439 (+41%)

Value$3.6M (+$1.1M)

Filed 2026-11-04

Sloy Dahl & Holst, LLC

DECREASED

Shares77,745 from 80,095

Change-2,350 (-3%)

Value$3.0M (+$5.4K)

Filed 2026-10-14

Clear Creek Financial Management, LLC

INCREASED

Shares40,611 from 39,592

Change+1,019 (+3%)

Value$1.6M (+$86.5K)

Filed 2026-10-28

Keystone Wealth Services, LLC

UNCHANGED

Shares40,485 from 40,485

Change0 (0%)

Value$1.6M (+$46.6K)

Filed 2026-11-03

FWG Investments, Llc.

DECREASED

Shares39,276 from 40,317

Change-1,041 (-3%)

Value$1.5M (+$8.2K)

Filed 2026-11-03

Citizens Financial Group Inc

UNCHANGED

Shares31,805 from 31,805

Change0 (0%)

Value$1.2M (+$38.0K)

Filed 2026-10-23

Synergy Asset Management, LLC

DECREASED

Shares31,078 from 32,060

Change-982 (-3%)

Value$1.2M (+$574)

Filed 2026-11-05

RiverTree Advisors, LLC

INCREASED

Shares26,513 from 26,140

Change+373 (+1%)

Value$1.0M (+$45.6K)

Filed 2026-10-13

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares23,916 from 23,916

Change0 (0%)

Value$919.1K (+$28.6K)

Filed 2026-10-23

Novem Group

UNCHANGED

Shares21,973 from 21,973

Change0 (0%)

Value$844.4K (+$26.3K)

Filed 2026-10-19

Outlook Wealth Advisors, LLC

DECREASED

Shares18,385 from 18,575

Change-190 (-1%)

Value$706.5K (+$14.9K)

Filed 2026-10-28

Uptick Partners, LLC

UNCHANGED

Shares15,655 from 15,655

Change0 (0%)

Value$601.6K (+$18.7K)

Filed 2026-11-04

Ignite Planners, LLC

DECREASED

Shares15,250 from 15,500

Change-250 (-2%)

Value$586.1K (+$8.9K)

Filed 2026-10-14

Park Avenue Securities LLC

DECREASED

Shares13,494 from 13,531

Change-37 (0%)

Value$519.0K (+$15.0K)

Filed 2026-10-26

Grantvest Financial Group LLC

UNCHANGED

Shares11,533 from 11,533

Change0 (0%)

Value$443.2K (+$13.8K)

Filed 2026-10-21

Kestra Private Wealth Services, LLC

UNCHANGED

Shares11,146 from 11,146

Change0 (0%)

Value$428.3K (+$13.3K)

Filed 2026-10-30

StoneX Group Inc.

DECREASED

Shares11,037 from 14,735

Change-3,698 (-25%)

Value$424.1K (-$124.6K)

Filed 2026-11-03

Spire Wealth Management

DECREASED

Shares10,889 from 11,459

Change-570 (-5%)

Value$418.5K (-$8.2K)

Filed 2026-10-30

Parallel Advisors, LLC

DECREASED

Shares9,750 from 11,250

Change-1,500 (-13%)

Value$374.7K (-$44.2K)

Filed 2026-11-03

Winnacle Wealth LLC

DECREASED

Shares9,032 from 9,859

Change-827 (-8%)

Value$347.1K (-$20.0K)

Filed 2026-10-15

Center for Financial Planning, Inc.

UNCHANGED

Shares8,985 from 8,985

Change0 (0%)

Value$345.3K (+$10.7K)

Filed 2026-10-26

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares8,880 from 8,880

Change0 (0%)

Value$341.3K (+$10.6K)

Filed 2026-11-05

Lanark Financial, Inc.

UNCHANGED

Shares7,677 from 7,677

Change0 (0%)

Value$295.0K (+$9.2K)

Filed 2026-10-26

Brookstone Capital Management

DECREASED

Shares7,662 from 7,781

Change-119 (-2%)

Value$294.5K (+$4.7K)

Filed 2026-10-22

Chris Bulman Inc

DECREASED

Shares7,662 from 7,781

Change-119 (-2%)

Value$294.5K (+$4.7K)

Filed 2026-10-20

Seven Hills Financial, LLC

NEW

Shares6,450

Change+6,450

Value$247.9K

Filed 2026-10-13

Madrona Financial Services, LLC

UNCHANGED

Shares6,250 from 6,250

Change0 (0%)

Value$240.2K (+$7.5K)

Filed 2026-10-23

Choreo, LLC

DECREASED

Shares5,417 from 5,683

Change-266 (-5%)

Value$208.2K (-$3.4K)

Filed 2026-10-28

IFP Advisors, Inc

UNCHANGED

Shares4,060 from 4,060

Change0 (0%)

Value$156.0K (+$4.9K)

Filed 2026-10-16

Buck Wealth Strategies, LLC

UNCHANGED

Shares2,715 from 2,715

Change0 (0%)

Value$104.3K (+$3.2K)

Filed 2026-10-28

Capital Investment Advisory Services, LLC

UNCHANGED

Shares2,222 from 2,222

Change0 (0%)

Value$85.4K (+$2.7K)

Filed 2026-10-30

Blue Bell Private Wealth Management, LLC

DECREASED

Shares877 from 1,018

Change-141 (-14%)

Value$33.7K (-$4.2K)

Filed 2026-10-29

Signature Equity Partners, LLC

NEW

Shares575

Change+575

Value$22.1K

Filed 2026-10-29

CoreCap Advisors, LLC

DECREASED

Shares550 from 634

Change-84 (-13%)

Value$21.1K (-$2.5K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$154 (+$5)

Filed 2026-10-27

First Heartland Consultants, Inc.

CLOSED

Shares0 from 5,525

Change-5,525 (-100%)

Value$0 (-$205.7K)

Filed 2026-10-08

Bullseye Investment Management, LLC

CLOSED

Shares0 from 2,958

Change-2,958 (-100%)

Value$0 (-$110.1K)

Filed 2026-10-29

Noble Wealth Management PBC

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$93.1K)

Filed 2026-10-01

Cetera Investment Advisers

N/A

Shares— from 343,658

Change-343,658 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 204,385

Change-204,385 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 196,883

Change-196,883 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 130,620

Change-130,620 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 114,457

Change-114,457 (-100%)

Value—

ODonnell Financial Services, LLC

N/A

Shares— from 111,899

Change-111,899 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 100,100

Change-100,100 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 97,520

Change-97,520 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 75,000

Change-75,000 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 58,694

Change-58,694 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 50,737

Change-50,737 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 49,937

Change-49,937 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 46,355

Change-46,355 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 44,025

Change-44,025 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 40,075

Change-40,075 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 38,770

Change-38,770 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 35,618

Change-35,618 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 33,690

Change-33,690 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 30,200

Change-30,200 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 30,072

Change-30,072 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 29,522

Change-29,522 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 28,544

Change-28,544 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 28,261

Change-28,261 (-100%)

Value—

Fortress Private Ledger, LLC

N/A

Shares— from 25,150

Change-25,150 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 21,271

Change-21,271 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 20,822

Change-20,822 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 18,782

Change-18,782 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 17,974

Change-17,974 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,065

Change-17,065 (-100%)

Value—

Prasad Wealth Partners, LLC

N/A

Shares— from 16,436

Change-16,436 (-100%)

Value—

1ST Source Bank

N/A

Shares— from 16,222

Change-16,222 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 13,815

Change-13,815 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 13,306

Change-13,306 (-100%)

Value—

Beck Capital Management, LLC

N/A

Shares— from 10,738

Change-10,738 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 9,858

Change-9,858 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 9,173

Change-9,173 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 8,880

Change-8,880 (-100%)

Value—

Stephens Inc

N/A

Shares— from 8,573

Change-8,573 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 8,311

Change-8,311 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 7,777

Change-7,777 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 7,532

Change-7,532 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 6,941

Change-6,941 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,546

Change-5,546 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 5,529

Change-5,529 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 5,236

Change-5,236 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 3,932

Change-3,932 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 2,625

Change-2,625 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,587

Change-1,587 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 752

Change-752 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 500

Change-500 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 223

Change-223 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 92

Change-92 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	214,867	252,209	-37,342	-15%	$9.4M	$8.3M	-$1.1M	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	138,470	138,889	-419	0%	$5.2M	$5.3M	+$149.0K	2026-11-02
Onyx Bridge Wealth Group LLC	INCREASED	134,788	133,301	+1,487	+1%	$5.0M	$5.2M	+$216.5K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	130,714	71,938	+58,776	+82%	$2.7M	$5.0M	+$2.3M	2026-11-02
Truist Financial Corp	DECREASED	122,243	127,028	-4,785	-4%	$4.7M	$4.7M	-$32.1K	2026-10-30
Smart Wealth LLC	INCREASED	93,854	66,415	+27,439	+41%	$2.5M	$3.6M	+$1.1M	2026-11-04
Sloy Dahl & Holst, LLC	DECREASED	77,745	80,095	-2,350	-3%	$3.0M	$3.0M	+$5.4K	2026-10-14
Clear Creek Financial Management, LLC	INCREASED	40,611	39,592	+1,019	+3%	$1.5M	$1.6M	+$86.5K	2026-10-28
Keystone Wealth Services, LLC	UNCHANGED	40,485	40,485	0	0%	$1.5M	$1.6M	+$46.6K	2026-11-03
FWG Investments, Llc.	DECREASED	39,276	40,317	-1,041	-3%	$1.5M	$1.5M	+$8.2K	2026-11-03
Citizens Financial Group Inc	UNCHANGED	31,805	31,805	0	0%	$1.2M	$1.2M	+$38.0K	2026-10-23
Synergy Asset Management, LLC	DECREASED	31,078	32,060	-982	-3%	$1.2M	$1.2M	+$574	2026-11-05
RiverTree Advisors, LLC	INCREASED	26,513	26,140	+373	+1%	$973.3K	$1.0M	+$45.6K	2026-10-13
Dhjj Financial Advisors, Ltd.	UNCHANGED	23,916	23,916	0	0%	$890.5K	$919.1K	+$28.6K	2026-10-23
Novem Group	UNCHANGED	21,973	21,973	0	0%	$818.2K	$844.4K	+$26.3K	2026-10-19
Outlook Wealth Advisors, LLC	DECREASED	18,385	18,575	-190	-1%	$691.6K	$706.5K	+$14.9K	2026-10-28
Uptick Partners, LLC	UNCHANGED	15,655	15,655	0	0%	$582.9K	$601.6K	+$18.7K	2026-11-04
Ignite Planners, LLC	DECREASED	15,250	15,500	-250	-2%	$577.1K	$586.1K	+$8.9K	2026-10-14
Park Avenue Securities LLC	DECREASED	13,494	13,531	-37	0%	$504.0K	$519.0K	+$15.0K	2026-10-26
Grantvest Financial Group LLC	UNCHANGED	11,533	11,533	0	0%	$429.4K	$443.2K	+$13.8K	2026-10-21
Kestra Private Wealth Services, LLC	UNCHANGED	11,146	11,146	0	0%	$415.0K	$428.3K	+$13.3K	2026-10-30
StoneX Group Inc.	DECREASED	11,037	14,735	-3,698	-25%	$548.7K	$424.1K	-$124.6K	2026-11-03
Spire Wealth Management	DECREASED	10,889	11,459	-570	-5%	$426.7K	$418.5K	-$8.2K	2026-10-30
Parallel Advisors, LLC	DECREASED	9,750	11,250	-1,500	-13%	$418.9K	$374.7K	-$44.2K	2026-11-03
Winnacle Wealth LLC	DECREASED	9,032	9,859	-827	-8%	$367.1K	$347.1K	-$20.0K	2026-10-15
Center for Financial Planning, Inc.	UNCHANGED	8,985	8,985	0	0%	$334.6K	$345.3K	+$10.7K	2026-10-26
Elevation Point Wealth Partners, LLC	UNCHANGED	8,880	8,880	0	0%	$330.6K	$341.3K	+$10.6K	2026-11-05
Lanark Financial, Inc.	UNCHANGED	7,677	7,677	0	0%	$285.9K	$295.0K	+$9.2K	2026-10-26
Brookstone Capital Management	DECREASED	7,662	7,781	-119	-2%	$289.7K	$294.5K	+$4.7K	2026-10-22
Chris Bulman Inc	DECREASED	7,662	7,781	-119	-2%	$289.7K	$294.5K	+$4.7K	2026-10-20
Seven Hills Financial, LLC	NEW	6,450	—	+6,450	—	—	$247.9K	—	2026-10-13
Madrona Financial Services, LLC	UNCHANGED	6,250	6,250	0	0%	$232.7K	$240.2K	+$7.5K	2026-10-23
Choreo, LLC	DECREASED	5,417	5,683	-266	-5%	$211.6K	$208.2K	-$3.4K	2026-10-28
IFP Advisors, Inc	UNCHANGED	4,060	4,060	0	0%	$151.2K	$156.0K	+$4.9K	2026-10-16
Buck Wealth Strategies, LLC	UNCHANGED	2,715	2,715	0	0%	$101.1K	$104.3K	+$3.2K	2026-10-28
Capital Investment Advisory Services, LLC	UNCHANGED	2,222	2,222	0	0%	$82.7K	$85.4K	+$2.7K	2026-10-30
Blue Bell Private Wealth Management, LLC	DECREASED	877	1,018	-141	-14%	$37.9K	$33.7K	-$4.2K	2026-10-29
Signature Equity Partners, LLC	NEW	575	—	+575	—	—	$22.1K	—	2026-10-29
CoreCap Advisors, LLC	DECREASED	550	634	-84	-13%	$23.6K	$21.1K	-$2.5K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	4	4	0	0%	$149	$154	+$5	2026-10-27
First Heartland Consultants, Inc.	CLOSED	0	5,525	-5,525	-100%	$205.7K	$0	-$205.7K	2026-10-08
Bullseye Investment Management, LLC	CLOSED	0	2,958	-2,958	-100%	$110.1K	$0	-$110.1K	2026-10-29
Noble Wealth Management PBC	CLOSED	0	2,500	-2,500	-100%	$93.1K	$0	-$93.1K	2026-10-01
Cetera Investment Advisers	N/A	—	343,658	-343,658	-100%	$12.8M	—	—	—
LPL Financial LLC	N/A	—	204,385	-204,385	-100%	$7.6M	—	—	—
Raymond James Financial Inc	N/A	—	196,883	-196,883	-100%	$7.3M	—	—	—
Sequent Planning LLC	N/A	—	130,620	-130,620	-100%	$4.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	114,457	-114,457	-100%	$4.3M	—	—	—
ODonnell Financial Services, LLC	N/A	—	111,899	-111,899	-100%	$4.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	100,100	-100,100	-100%	$3.7M	—	—	—
Modern Wealth Management, LLC	N/A	—	97,520	-97,520	-100%	$3.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	75,000	-75,000	-100%	$2.8M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	58,694	-58,694	-100%	$2.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	50,737	-50,737	-100%	$1.9M	—	—	—
Faithward Advisors, LLC	N/A	—	49,937	-49,937	-100%	$1.9M	—	—	—
Harbour Investments, Inc.	N/A	—	46,355	-46,355	-100%	$1.7M	—	—	—
MML Investors Services, LLC	N/A	—	44,025	-44,025	-100%	$1.6M	—	—	—
1776 Wealth LLC	N/A	—	40,075	-40,075	-100%	$1.5M	—	—	—
Main Street Financial Solutions, LLC	N/A	—	38,770	-38,770	-100%	$1.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	35,618	-35,618	-100%	$1.3M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	33,690	-33,690	-100%	$1.3M	—	—	—
Regal Investment Advisors LLC	N/A	—	30,200	-30,200	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	30,072	-30,072	-100%	$1.1M	—	—	—
Kovack Advisors, Inc.	N/A	—	29,522	-29,522	-100%	$1.1M	—	—	—
Harvest Investment Services, LLC	N/A	—	28,544	-28,544	-100%	$1.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	28,261	-28,261	-100%	$1.1M	—	—	—
Fortress Private Ledger, LLC	N/A	—	25,150	-25,150	-100%	$936.5K	—	—	—
Mariner, LLC	N/A	—	21,271	-21,271	-100%	$792.0K	—	—	—
Arkadios Wealth Advisors	N/A	—	20,822	-20,822	-100%	$775.3K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	18,782	-18,782	-100%	$699.3K	—	—	—
Old Mission Capital LLC	N/A	—	17,974	-17,974	-100%	$669.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,065	-17,065	-100%	$635.4K	—	—	—
Prasad Wealth Partners, LLC	N/A	—	16,436	-16,436	-100%	$612.0K	—	—	—
1ST Source Bank	N/A	—	16,222	-16,222	-100%	$604.0K	—	—	—
Cresset Asset Management, LLC	N/A	—	13,815	-13,815	-100%	$514.4K	—	—	—
Mutual Advisors, LLC	N/A	—	13,306	-13,306	-100%	$495.5K	—	—	—
Beck Capital Management, LLC	N/A	—	10,738	-10,738	-100%	$399.8K	—	—	—
HighTower Advisors, LLC	N/A	—	9,858	-9,858	-100%	$367.1K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	9,173	-9,173	-100%	$341.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	8,880	-8,880	-100%	$330.6K	—	—	—
Stephens Inc	N/A	—	8,573	-8,573	-100%	$319.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	8,311	-8,311	-100%	$309.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	7,777	-7,777	-100%	$289.6K	—	—	—
Centaurus Financial, Inc.	N/A	—	7,532	-7,532	-100%	$280.0K	—	—	—
Capital Analysts, LLC	N/A	—	6,941	-6,941	-100%	$258.0K	—	—	—
Arax Advisory Partners	N/A	—	5,546	-5,546	-100%	$206.5K	—	—	—
PFG Investments, LLC	N/A	—	5,529	-5,529	-100%	$205.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	5,236	-5,236	-100%	$194.9K	—	—	—
Integrity Financial Corp	N/A	—	3,932	-3,932	-100%	$146.4K	—	—	—
Benson Wealth Management Inc	N/A	—	2,625	-2,625	-100%	$97.7K	—	—	—
Royal Bank of Canada	N/A	—	2,400	-2,400	-100%	$89.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	2,300	-2,300	-100%	$85.6K	—	—	—
Morgan Stanley	N/A	—	1,587	-1,587	-100%	$59.1K	—	—	—
Topsail Wealth Management, LLC	N/A	—	800	-800	-100%	$29.8K	—	—	—
Allworth Financial LP	N/A	—	752	-752	-100%	$28.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	500	-500	-100%	$18.4K	—	—	—
AE Wealth Management LLC	N/A	—	223	-223	-100%	$8.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	100	-100	-100%	$3.7K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	92	-92	-100%	$3.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1	-1	-100%	$37	—	—	—

Showing 100 of 100 institutions