IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest U.S. Equity Buffer E (FJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares321,217 from 298,006
Change+23,211 (+8%)
Value$18.2M (+$1.8M)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares280,710 from 289,553
Change-8,843 (-3%)
Value$15.9M (-$71.7K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares196,272 from 212,519
Change-16,247 (-8%)
Value$11.1M (-$604.5K)
Filed 2026-11-02
FSA Wealth Partners, Inc.
DECREASED
Shares146,831 from 149,325
Change-2,494 (-2%)
Value$8.3M (+$79.9K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares139,646 from 139,976
Change-330 (0%)
Value$7.9M (+$188.5K)
Filed 2026-10-15
Reap Financial Group, LLC
DECREASED
Shares118,169 from 118,734
Change-565 (0%)
Value$6.7M (+$143.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares117,660 from 115,316
Change+2,344 (+2%)
Value$6.7M (+$303.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares115,173 from 107,682
Change+7,491 (+7%)
Value$6.5M (+$583.1K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
DECREASED
Shares90,156 from 93,841
Change-3,685 (-4%)
Value$5.1M (-$59.2K)
Filed 2026-10-19
BAM Wealth Management, LLC
INCREASED
Shares80,326 from 79,832
Change+494 (+1%)
Value$4.5M (+$146.1K)
Filed 2026-10-15
Smart Wealth LLC
DECREASED
Shares67,937 from 87,156
Change-19,219 (-22%)
Value$3.8M (-$958.2K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares59,412 from 59,548
Change-136 (0%)
Value$3.4M (+$80.4K)
Filed 2026-10-28
Keystone Wealth Services, LLC
DECREASED
Shares52,617 from 53,052
Change-435 (-1%)
Value$3.0M (+$55.0K)
Filed 2026-11-03
Independent Wealth Network Inc.
DECREASED
Shares45,434 from 45,593
Change-159 (0%)
Value$2.6M (+$58.5K)
Filed 2026-10-19
Maia Wealth LLC
DECREASED
Shares42,708 from 45,356
Change-2,648 (-6%)
Value$2.4M (-$82.7K)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares41,043 from 35,970
Change+5,073 (+14%)
Value$2.3M (+$340.2K)
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares39,748 from 40,207
Change-459 (-1%)
Value$2.2M (+$33.5K)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares34,557 from 30,528
Change+4,029 (+13%)
Value$2.0M (+$273.1K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares31,739 from 70,514
Change-38,775 (-55%)
Value$1.8M (-$2.1M)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares28,520 from 27,207
Change+1,313 (+5%)
Value$1.6M (+$114.5K)
Filed 2026-10-30
FWG Investments, Llc.
DECREASED
Shares28,265 from 31,355
Change-3,090 (-10%)
Value$1.6M (-$128.4K)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares28,138 from 32,658
Change-4,520 (-14%)
Value$1.6M (-$207.4K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares27,642 from 31,943
Change-4,301 (-13%)
Value$1.6M (-$196.0K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares27,075 from 26,325
Change+750 (+3%)
Value$1.5M (+$81.4K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares25,257 from 24,744
Change+513 (+2%)
Value$1.4M (+$65.6K)
Filed 2026-10-26
Fragasso Financial Advisors Inc
DECREASED
Shares24,617 from 24,638
Change-21 (0%)
Value$1.4M (+$51.6K)
Filed 2026-10-13
Ignite Planners, LLC
DECREASED
Shares23,788 from 25,283
Change-1,495 (-6%)
Value$1.3M (-$47.4K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares20,584 from 15,195
Change+5,389 (+35%)
Value$1.2M (+$327.3K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares19,911 from 20,456
Change-545 (-3%)
Value$1.1M (-$556)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares18,147 from 19,783
Change-1,636 (-8%)
Value$1.0M (-$63.8K)
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares17,793 from 18,146
Change-353 (-2%)
Value$1.0M (+$7.0K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares17,663 from 16,729
Change+934 (+6%)
Value$999.2K (+$77.6K)
Filed 2026-11-03
Outlook Wealth Advisors, LLC
INCREASED
Shares16,588 from 15,264
Change+1,324 (+9%)
Value$938.4K (+$99.7K)
Filed 2026-10-28
Synergy Asset Management, LLC
DECREASED
Shares16,177 from 16,877
Change-700 (-4%)
Value$915.1K (-$14.6K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares15,604 from 17,169
Change-1,565 (-9%)
Value$880.4K (-$65.5K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED
Shares15,005 from 15,005
Change0 (0%)
Value$848.8K (+$22.2K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares14,892 from 14,741
Change+151 (+1%)
Value$842.4K (+$30.4K)
Filed 2026-10-08
TFB Advisors LLC
INCREASED
Shares14,872 from 12,415
Change+2,457 (+20%)
Value$841.3K (+$157.4K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares12,580 from 12,580
Change0 (0%)
Value$711.7K (+$18.6K)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares12,464 from 12,625
Change-161 (-1%)
Value$705.1K (+$9.6K)
Filed 2026-10-20
Novem Group
UNCHANGED
Shares11,905 from 11,905
Change0 (0%)
Value$673.5K (+$17.6K)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED
Shares11,115 from 11,145
Change-30 (0%)
Value$628.8K (+$14.8K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares10,975 from 6,083
Change+4,892 (+80%)
Value$620.9K (+$285.9K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED
Shares10,110 from 11,110
Change-1,000 (-9%)
Value$571.9K (-$40.1K)
Filed 2026-10-23
Archer Investment Corp
DECREASED
Shares10,086 from 10,286
Change-200 (-2%)
Value$570.6K (+$3.9K)
Filed 2026-11-05
Mission Financial Group, LLC
UNCHANGED
Shares9,406 from 9,406
Change0 (0%)
Value$532.1K (+$13.9K)
Filed 2026-10-21
Grantvest Financial Group LLC
DECREASED
Shares9,289 from 9,499
Change-210 (-2%)
Value$525.5K (+$2.2K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares9,104 from 9,829
Change-725 (-7%)
Value$515.0K (-$26.5K)
Filed 2026-10-26
Capital Asset Advisory Services LLC
INCREASED
Shares9,028 from 5,933
Change+3,095 (+52%)
Value$511.6K (+$184.8K)
Filed 2026-10-30
Midwest Financial Network, LLC
DECREASED
Shares8,973 from 13,883
Change-4,910 (-35%)
Value$507.6K (-$257.2K)
Filed 2026-10-13
Accel Wealth Management
UNCHANGED
Shares8,588 from 8,588
Change0 (0%)
Value$485.8K (+$12.7K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares8,366 from 6,070
Change+2,296 (+38%)
Value$473.3K (+$138.9K)
Filed 2026-10-16
Grant Street Asset Management, Inc.
DECREASED
Shares8,332 from 8,583
Change-251 (-3%)
Value$471.3K (-$1.5K)
Filed 2026-10-26
Bison Wealth, LLC
UNCHANGED
Shares7,590 from 7,590
Change0 (0%)
Value$434.6K (+$14.3K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares6,628 from 6,540
Change+88 (+1%)
Value$374.9K (+$14.7K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
NEW
Shares6,439
Change+6,439
Value$364.3K
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,356 from 4,892
Change+1,464 (+30%)
Value$359.6K (+$90.1K)
Filed 2026-10-13
TopTier Wealth Management, LLC
DECREASED
Shares5,530 from 7,139
Change-1,609 (-23%)
Value$312.8K (-$80.5K)
Filed 2026-10-16
Bullseye Investment Management, LLC
DECREASED
Shares4,870 from 5,295
Change-425 (-8%)
Value$275.5K (-$16.2K)
Filed 2026-10-29
MFG Investments, LLC
NEW
Shares4,555
Change+4,555
Value$257.7K
Filed 2026-10-30
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares4,539 from 4,539
Change0 (0%)
Value$256.8K (+$6.7K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$240.4K (+$6.3K)
Filed 2026-10-29
Kraematon Investment Advisors, Inc
DECREASED
Shares4,200 from 4,950
Change-750 (-15%)
Value$237.6K (-$35.1K)
Filed 2026-11-02
Sacks & Associates, LLC
UNCHANGED
Shares4,028 from 4,028
Change0 (0%)
Value$227.9K (+$4.3K)
Filed 2026-10-09
Elmwood Wealth Management, Inc.
UNCHANGED
Shares3,940 from 3,940
Change0 (0%)
Value$222.9K (+$5.8K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
DECREASED
Shares3,932 from 3,982
Change-50 (-1%)
Value$222.4K (+$3.1K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares3,900 from 4,751
Change-851 (-18%)
Value$220.6K (-$39.7K)
Filed 2026-11-03
LVZ, Inc.
NEW
Shares3,669
Change+3,669
Value$207.6K
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$169.7K (+$4.4K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$106.6K (+$2.8K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares1,139 from 1,044
Change+95 (+9%)
Value$64.4K (+$6.9K)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares880
Change+880
Value$49.8K
Filed 2026-10-09
Signature Equity Partners, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$29.7K (+$777)
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares373 from 274
Change+99 (+36%)
Value$21.1K (+$6.0K)
Filed 2026-10-13
CX Institutional
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$21 (+$1)
Filed 2026-10-02
Larson Financial Group LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$12.8K (+$335)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares181 from 12,225
Change-12,044 (-99%)
Value$10.2K (-$663.2K)
Filed 2026-11-04
First International Bank of Israel Ltd.
CLOSED
Shares0 from 190,000
Change-190,000 (-100%)
Value$0 (-$10.5M)
Filed 2026-11-04
VestGen Advisors, LLC
CLOSED
Shares0 from 18,654
Change-18,654 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-27
World Equity Group, Inc.
CLOSED
Shares0 from 8,701
Change-8,701 (-100%)
Value$0 (-$479.3K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 4,508
Change-4,508 (-100%)
Value$0 (-$248.3K)
Filed 2026-10-21
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 4,226
Change-4,226 (-100%)
Value$0 (-$232.8K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 664,850
Change-664,850 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 585,819
Change-585,819 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 418,817
Change-418,817 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 290,433
Change-290,433 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 255,931
Change-255,931 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 246,686
Change-246,686 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 220,455
Change-220,455 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 189,959
Change-189,959 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 163,756
Change-163,756 (-100%)
Value—
Stephens Inc
N/A
Shares— from 116,623
Change-116,623 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 86,166
Change-86,166 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 79,135
Change-79,135 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 71,278
Change-71,278 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 68,347
Change-68,347 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 64,797
Change-64,797 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 58,580
Change-58,580 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 57,360
Change-57,360 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 37,496
Change-37,496 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 37,063
Change-37,063 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,890
Change-33,890 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 32,505
Change-32,505 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 32,376
Change-32,376 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 30,589
Change-30,589 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 30,051
Change-30,051 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 29,816
Change-29,816 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 27,887
Change-27,887 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 27,716
Change-27,716 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 27,503
Change-27,503 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,700
Change-21,700 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 21,245
Change-21,245 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 20,677
Change-20,677 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 19,593
Change-19,593 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,582
Change-18,582 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 18,086
Change-18,086 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,454
Change-17,454 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,246
Change-17,246 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,222
Change-17,222 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 16,977
Change-16,977 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 15,405
Change-15,405 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 15,230
Change-15,230 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,052
Change-14,052 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 13,708
Change-13,708 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,628
Change-13,628 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,804
Change-12,804 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,925
Change-10,925 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,644
Change-10,644 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,874
Change-9,874 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,997
Change-8,997 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,685
Change-5,685 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 824
Change-824 (-100%)
Value—
Barclays PLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 250
Change-250 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 28
Change-28 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
INCREASED321,217298,006+23,211+8%$16.4M$18.2M+$1.8M2026-10-21
Brookstone Capital Management
DECREASED280,710289,553-8,843-3%$16.0M$15.9M-$71.7K2026-10-22
Commonwealth Equity Services, LLC
DECREASED196,272212,519-16,247-8%$11.7M$11.1M-$604.5K2026-11-02
FSA Wealth Partners, Inc.
DECREASED146,831149,325-2,494-2%$8.2M$8.3M+$79.9K2026-10-26
Atria Investments, Inc
DECREASED139,646139,976-3300%$7.7M$7.9M+$188.5K2026-10-15
Reap Financial Group, LLC
DECREASED118,169118,734-5650%$6.5M$6.7M+$143.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED117,660115,316+2,344+2%$6.4M$6.7M+$303.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED115,173107,682+7,491+7%$5.9M$6.5M+$583.1K2026-11-02
Foguth Wealth Management, Llc.
DECREASED90,15693,841-3,685-4%$5.2M$5.1M-$59.2K2026-10-19
BAM Wealth Management, LLC
INCREASED80,32679,832+494+1%$4.4M$4.5M+$146.1K2026-10-15
Smart Wealth LLC
DECREASED67,93787,156-19,219-22%$4.8M$3.8M-$958.2K2026-11-04
MGO One Seven LLC
DECREASED59,41259,548-1360%$3.3M$3.4M+$80.4K2026-10-28
Keystone Wealth Services, LLC
DECREASED52,61753,052-435-1%$2.9M$3.0M+$55.0K2026-11-03
Independent Wealth Network Inc.
DECREASED45,43445,593-1590%$2.5M$2.6M+$58.5K2026-10-19
Maia Wealth LLC
DECREASED42,70845,356-2,648-6%$2.5M$2.4M-$82.7K2026-10-19
Strategic Blueprint, LLC
INCREASED41,04335,970+5,073+14%$2.0M$2.3M+$340.2K2026-10-22
Apollon Wealth Management, LLC
DECREASED39,74840,207-459-1%$2.2M$2.2M+$33.5K2026-10-23
Founders Financial Securities LLC
INCREASED34,55730,528+4,029+13%$1.7M$2.0M+$273.1K2026-10-28
Sigma Planning Corp
DECREASED31,73970,514-38,775-55%$3.9M$1.8M-$2.1M2026-10-23
Truist Financial Corp
INCREASED28,52027,207+1,313+5%$1.5M$1.6M+$114.5K2026-10-30
FWG Investments, Llc.
DECREASED28,26531,355-3,090-10%$1.7M$1.6M-$128.4K2026-11-03
Avior Wealth Management, LLC
DECREASED28,13832,658-4,520-14%$1.8M$1.6M-$207.4K2026-10-13
Integrated Advisors Network LLC
DECREASED27,64231,943-4,301-13%$1.8M$1.6M-$196.0K2026-10-20
Signal Advisors Wealth, LLC
INCREASED27,07526,325+750+3%$1.5M$1.5M+$81.4K2026-10-13
Oppenheimer & Co Inc
INCREASED25,25724,744+513+2%$1.4M$1.4M+$65.6K2026-10-26
Fragasso Financial Advisors Inc
DECREASED24,61724,638-210%$1.4M$1.4M+$51.6K2026-10-13
Ignite Planners, LLC
DECREASED23,78825,283-1,495-6%$1.4M$1.3M-$47.4K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED20,58415,195+5,389+35%$837.1K$1.2M+$327.3K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED19,91120,456-545-3%$1.1M$1.1M-$5562026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED18,14719,783-1,636-8%$1.1M$1.0M-$63.8K2026-10-13
Park Avenue Securities LLC
DECREASED17,79318,146-353-2%$1.0M$1.0M+$7.0K2026-10-26
RFG Advisory, LLC
INCREASED17,66316,729+934+6%$921.6K$999.2K+$77.6K2026-11-03
Outlook Wealth Advisors, LLC
INCREASED16,58815,264+1,324+9%$838.7K$938.4K+$99.7K2026-10-28
Synergy Asset Management, LLC
DECREASED16,17716,877-700-4%$929.8K$915.1K-$14.6K2026-11-05
Prospera Financial Services Inc
DECREASED15,60417,169-1,565-9%$945.8K$880.4K-$65.5K2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED15,00515,00500%$826.6K$848.8K+$22.2K2026-10-30
CoreCap Advisors, LLC
INCREASED14,89214,741+151+1%$812.1K$842.4K+$30.4K2026-10-08
TFB Advisors LLC
INCREASED14,87212,415+2,457+20%$683.9K$841.3K+$157.4K2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED12,58012,58000%$693.0K$711.7K+$18.6K2026-10-23
Chris Bulman Inc
DECREASED12,46412,625-161-1%$695.5K$705.1K+$9.6K2026-10-20
Novem Group
UNCHANGED11,90511,90500%$655.8K$673.5K+$17.6K2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED11,11511,145-300%$614.0K$628.8K+$14.8K2026-10-16
Farther Finance Advisors, LLC
INCREASED10,9756,083+4,892+80%$334.9K$620.9K+$285.9K2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED10,11011,110-1,000-9%$612.1K$571.9K-$40.1K2026-10-23
Archer Investment Corp
DECREASED10,08610,286-200-2%$566.7K$570.6K+$3.9K2026-11-05
Mission Financial Group, LLC
UNCHANGED9,4069,40600%$518.2K$532.1K+$13.9K2026-10-21
Grantvest Financial Group LLC
DECREASED9,2899,499-210-2%$523.3K$525.5K+$2.2K2026-10-21
Lanark Financial, Inc.
DECREASED9,1049,829-725-7%$541.5K$515.0K-$26.5K2026-10-26
Capital Asset Advisory Services LLC
INCREASED9,0285,933+3,095+52%$326.8K$511.6K+$184.8K2026-10-30
Midwest Financial Network, LLC
DECREASED8,97313,883-4,910-35%$764.8K$507.6K-$257.2K2026-10-13
Accel Wealth Management
UNCHANGED8,5888,58800%$473.1K$485.8K+$12.7K2026-10-13
IFP Advisors, Inc
INCREASED8,3666,070+2,296+38%$334.4K$473.3K+$138.9K2026-10-16
Grant Street Asset Management, Inc.
DECREASED8,3328,583-251-3%$472.8K$471.3K-$1.5K2026-10-26
Bison Wealth, LLC
UNCHANGED7,5907,59000%$420.3K$434.6K+$14.3K2026-10-13
Sowell Financial Services LLC
INCREASED6,6286,540+88+1%$360.3K$374.9K+$14.7K2026-10-23
B. Riley Wealth Advisors, Inc.
NEW6,439—+6,439——$364.3K—2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED6,3564,892+1,464+30%$269.5K$359.6K+$90.1K2026-10-13
TopTier Wealth Management, LLC
DECREASED5,5307,139-1,609-23%$393.3K$312.8K-$80.5K2026-10-16
Bullseye Investment Management, LLC
DECREASED4,8705,295-425-8%$291.7K$275.5K-$16.2K2026-10-29
MFG Investments, LLC
NEW4,555—+4,555——$257.7K—2026-10-30
Valtinson Bruner Financial Planning LLC
UNCHANGED4,5394,53900%$250.1K$256.8K+$6.7K2026-11-02
Gerber Kawasaki Wealth & Investment Management
UNCHANGED4,2504,25000%$234.1K$240.4K+$6.3K2026-10-29
Kraematon Investment Advisors, Inc
DECREASED4,2004,950-750-15%$272.7K$237.6K-$35.1K2026-11-02
Sacks & Associates, LLC
UNCHANGED4,0284,02800%$223.6K$227.9K+$4.3K2026-10-09
Elmwood Wealth Management, Inc.
UNCHANGED3,9403,94000%$217.1K$222.9K+$5.8K2026-10-14
Buck Wealth Strategies, LLC
DECREASED3,9323,982-50-1%$219.4K$222.4K+$3.1K2026-10-28
StoneX Group Inc.
DECREASED3,9004,751-851-18%$260.4K$220.6K-$39.7K2026-11-03
LVZ, Inc.
NEW3,669—+3,669——$207.6K—2026-10-20
Triumph Capital Management
UNCHANGED3,0003,00000%$165.3K$169.7K+$4.4K2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED1,8851,88500%$103.8K$106.6K+$2.8K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED1,1391,044+95+9%$57.5K$64.4K+$6.9K2026-10-30
GK Wealth Management LLC
NEW880—+880——$49.8K—2026-10-09
Signature Equity Partners, LLC
UNCHANGED52552500%$28.9K$29.7K+$7772026-10-29
Cape Investment Advisory, Inc.
INCREASED373274+99+36%$15.1K$21.1K+$6.0K2026-10-13
CX Institutional
UNCHANGED36536500%$20$21+$12026-10-02
Larson Financial Group LLC
UNCHANGED22622600%$12.5K$12.8K+$3352026-11-05
Creative Financial Designs Inc
DECREASED18112,225-12,044-99%$673.5K$10.2K-$663.2K2026-11-04
First International Bank of Israel Ltd.
CLOSED0190,000-190,000-100%$10.5M$0-$10.5M2026-11-04
VestGen Advisors, LLC
CLOSED018,654-18,654-100%$1.0M$0-$1.0M2026-10-27
World Equity Group, Inc.
CLOSED08,701-8,701-100%$479.3K$0-$479.3K2026-10-14
Axxcess Wealth Management, LLC
CLOSED04,508-4,508-100%$248.3K$0-$248.3K2026-10-21
Cornerstone Wealth Group, LLC
CLOSED04,226-4,226-100%$232.8K$0-$232.8K2026-11-02
Envestnet Asset Management Inc
N/A—664,850-664,850-100%$36.6M———
Cetera Investment Advisers
N/A—585,819-585,819-100%$32.3M———
Rockefeller Capital Management L.P.
N/A—418,817-418,817-100%$23.1M———
LPL Financial LLC
N/A—290,433-290,433-100%$16.0M———
Raymond James Financial Inc
N/A—255,931-255,931-100%$14.1M———
Janney Montgomery Scott LLC
N/A—246,686-246,686-100%$13.6M———
MML Investors Services, LLC
N/A—220,455-220,455-100%$12.1M———
Arax Advisory Partners
N/A—189,959-189,959-100%$10.5M———
Osaic Holdings, Inc.
N/A—163,756-163,756-100%$9.0M———
Stephens Inc
N/A—116,623-116,623-100%$6.4M———
Bleakley Financial Group, LLC
N/A—86,166-86,166-100%$4.7M———
Plotkin Financial Advisors, LLC
N/A—79,135-79,135-100%$4.4M———
HighTower Advisors, LLC
N/A—71,278-71,278-100%$3.9M———
CreativeOne Wealth, LLC
N/A—68,347-68,347-100%$3.8M———
Integrity Financial Corp
N/A—64,797-64,797-100%$3.6M———
1776 Wealth LLC
N/A—58,580-58,580-100%$3.2M———
Private Advisor Group, LLC
N/A—57,360-57,360-100%$3.2M———
Faithward Advisors, LLC
N/A—37,496-37,496-100%$2.1M———
Main Street Financial Solutions, LLC
N/A—37,063-37,063-100%$2.0M———
Harbour Investments, Inc.
N/A—33,890-33,890-100%$1.9M———
Ameritas Advisory Services, LLC
N/A—32,505-32,505-100%$1.8M———
Money Concepts Capital Corp
N/A—32,376-32,376-100%$1.8M———
Mutual Advisors, LLC
N/A—30,589-30,589-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—30,051-30,051-100%$1.7M———
Harvest Investment Services, LLC
N/A—29,816-29,816-100%$1.6M———
AE Wealth Management LLC
N/A—27,887-27,887-100%$1.5M———
Royal Bank of Canada
N/A—27,716-27,716-100%$1.5M———
Tanglewood Legacy Advisors, LLC
N/A—27,503-27,503-100%$1.5M———
NewEdge Advisors, LLC
N/A—21,700-21,700-100%$1.2M———
Centaurus Financial, Inc.
N/A—21,245-21,245-100%$1.2M———
Marshall Financial Group, LLC
N/A—20,677-20,677-100%$1.1M———
FSB Premier Wealth Management, Inc.
N/A—19,593-19,593-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—18,582-18,582-100%$1.0M———
VestGen Investment Management
N/A—18,086-18,086-100%$996.4K———
Great Valley Advisor Group, Inc.
N/A—17,454-17,454-100%$961.2K———
Arkadios Wealth Advisors
N/A—17,246-17,246-100%$950.1K———
Foundations Investment Advisors, LLC
N/A—17,222-17,222-100%$948.8K———
Kintra Wealth, LLC
N/A—16,977-16,977-100%$959.2K———
Gallagher Fiduciary Advisors, LLC
N/A—15,405-15,405-100%$848.7K———
PNC Financial Services Group, Inc.
N/A—15,230-15,230-100%$839.0K———
Savvy Advisors, Inc.
N/A—14,052-14,052-100%$774.1K———
Prosperity Consulting Group, LLC
N/A—13,708-13,708-100%$755.2K———
Mariner, LLC
N/A—13,628-13,628-100%$750.8K———
Insigneo Advisory Services, LLC
N/A—12,804-12,804-100%$705.4K———
OneDigital Investment Advisors LLC
N/A—10,925-10,925-100%$601.9K———
HRT Financial LP
N/A—10,644-10,644-100%$586.0K———
Sanctuary Advisors, LLC
N/A—10,418-10,418-100%$573.9K———
Keating Financial Advisory Services, Inc.
N/A—10,341-10,341-100%$569.7K———
Advisory Services Network, LLC
N/A—9,874-9,874-100%$544.0K———
Clearstead Advisors, LLC
N/A—9,559-9,559-100%$526.6K———
Fiduciary Financial Advisors
N/A—8,997-8,997-100%$495.5K———
AssuredPartners Investment Advisors, LLC
N/A—8,833-8,833-100%$486.6K———
Luken Investment Analytics, LLC
N/A—8,800-8,800-100%$484.8K———
Silver OAK Securities, Incorporated
N/A—7,712-7,712-100%$424.9K———
HBK Sorce Advisory LLC
N/A—7,130-7,130-100%$401.1K———
Kovack Advisors, Inc.
N/A—7,043-7,043-100%$388.3K———
Thoroughbred Financial Services, LLC
N/A—6,650-6,650-100%$366.0K———
AQR Capital Management LLC
N/A—6,500-6,500-100%$358.1K———
World Investment Advisors
N/A—6,080-6,080-100%$332.6K———
Wood Tarver Financial Group, LLC
N/A—6,061-6,061-100%$333.0K———
Seeds Investor LLC
N/A—5,685-5,685-100%$313.2K———
Gateway Wealth Partners, LLC
N/A—5,093-5,093-100%$280.6K———
JPMorgan Chase & Co
N/A—5,029-5,029-100%$276.3K———
Scotia Capital Inc.
N/A—4,970-4,970-100%$273.8K———
Envestnet Portfolio Solutions, Inc.
N/A—4,887-4,887-100%$269.2K———
Integrated Wealth Concepts LLC
N/A—4,743-4,743-100%$261.3K———
SOA Wealth Advisors, Llc.
N/A—4,535-4,535-100%$249.8K———
Kingsview Wealth Management, LLC
N/A—4,162-4,162-100%$229.3K———
National Bank of Canada
N/A—3,200-3,200-100%$176.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,778-2,778-100%$153.0K———
BFC Planning, Inc.
N/A—2,678-2,678-100%$147.5K———
Capital Analysts, LLC
N/A—2,496-2,496-100%$138.0K———
Ameritas Investment Partners, Inc.
N/A—2,380-2,380-100%$131.1K———
Geneos Wealth Management Inc.
N/A—2,150-2,150-100%$118.4K———
Global Retirement Partners, LLC
N/A—1,650-1,650-100%$90.9K———
Aptus Capital Advisors, LLC
N/A—1,500-1,500-100%$82.6K———
Jones Financial Companies Lllp
N/A—1,000-1,000-100%$54.6K———
Morgan Stanley
N/A—824-824-100%$45.4K———
Barclays PLC
N/A—407-407-100%$22.4K———
Ameriflex Group, Inc.
N/A—300-300-100%$16.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—250-250-100%$13.8K———
Continuum Advisory, LLC
N/A—219-219-100%$12.1K———
Benson Wealth Management Inc
N/A—28-28-100%$1.5K———
UBS Group AG
N/A—1-1-100%$55———
Showing 166 of 166 institutions