FT Vest Nasdaq-100 Buffer ET (QDEC)

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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Kestra Advisory Services, LLC

INCREASED

Shares359,730 from 258,802

Change+100,928 (+39%)

Value$13.3M (+$4.1M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares340,569 from 357,986

Change-17,417 (-5%)

Value$12.6M (-$180.9K)

Filed 2026-11-02

First Heartland Consultants, Inc.

INCREASED

Shares151,225 from 142,252

Change+8,973 (+6%)

Value$5.6M (+$514.6K)

Filed 2026-10-08

Oppenheimer & Co Inc

DECREASED

Shares143,432 from 146,546

Change-3,114 (-2%)

Value$5.3M (+$74.1K)

Filed 2026-10-26

Truist Financial Corp

DECREASED

Shares92,895 from 102,034

Change-9,139 (-9%)

Value$3.4M (-$205.6K)

Filed 2026-10-30

Sacks & Associates, LLC

UNCHANGED

Shares79,656 from 79,656

Change0 (0%)

Value$2.9M (+$138.6K)

Filed 2026-10-09

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares73,955 from 80,888

Change-6,933 (-9%)

Value$2.7M (-$151.0K)

Filed 2026-11-02

FWG Investments, Llc.

DECREASED

Shares67,447 from 70,119

Change-2,672 (-4%)

Value$2.5M (-$8.1K)

Filed 2026-11-03

Outlook Wealth Advisors, LLC

INCREASED

Shares49,607 from 46,715

Change+2,892 (+6%)

Value$1.8M (+$170.9K)

Filed 2026-10-28

Clear Creek Financial Management, LLC

DECREASED

Shares44,714 from 45,242

Change-528 (-1%)

Value$1.6M (+$38.9K)

Filed 2026-10-28

Keystone Wealth Services, LLC

DECREASED

Shares42,635 from 42,970

Change-335 (-1%)

Value$1.6M (+$38.8K)

Filed 2026-11-03

Uptick Partners, LLC

DECREASED

Shares41,045 from 44,482

Change-3,437 (-8%)

Value$1.5M (-$69.4K)

Filed 2026-11-04

Purus Wealth Management, LLC

DECREASED

Shares40,982 from 44,815

Change-3,833 (-9%)

Value$1.5M (-$83.6K)

Filed 2026-10-15

Ignite Planners, LLC

DECREASED

Shares40,279 from 41,364

Change-1,085 (-3%)

Value$1.5M (+$13.3K)

Filed 2026-10-14

Maia Wealth LLC

DECREASED

Shares40,268 from 42,578

Change-2,310 (-5%)

Value$1.5M (-$30.3K)

Filed 2026-10-19

Grantvest Financial Group LLC

DECREASED

Shares33,281 from 34,550

Change-1,269 (-4%)

Value$1.2M (-$2.3K)

Filed 2026-10-21

IFP Advisors, Inc

DECREASED

Shares33,093 from 33,099

Change-6 (0%)

Value$1.2M (+$42.5K)

Filed 2026-10-16

Mission Financial Group, LLC

UNCHANGED

Shares30,241 from 30,241

Change0 (0%)

Value$1.1M (+$39.0K)

Filed 2026-10-21

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares25,718 from 25,718

Change0 (0%)

Value$949.0K (+$33.2K)

Filed 2026-10-23

Global Assets Advisory, LLC

DECREASED

Shares23,442 from 23,772

Change-330 (-1%)

Value$870.4K (+$26.0K)

Filed 2026-10-28

Park Avenue Securities LLC

DECREASED

Shares22,467 from 22,618

Change-151 (-1%)

Value$829.0K (+$24.0K)

Filed 2026-10-26

Novem Group

UNCHANGED

Shares18,194 from 18,194

Change0 (0%)

Value$671.4K (+$23.5K)

Filed 2026-10-19

Smart Wealth LLC

DECREASED

Shares17,571 from 77,903

Change-60,332 (-77%)

Value$648.4K (-$2.1M)

Filed 2026-11-04

RFG Advisory, LLC

INCREASED

Shares16,851 from 15,936

Change+915 (+6%)

Value$621.8K (+$54.3K)

Filed 2026-11-03

Grant Street Asset Management, Inc.

UNCHANGED

Shares16,678 from 16,678

Change0 (0%)

Value$615.4K (+$21.5K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,470 from 12,679

Change+2,791 (+22%)

Value$573.0K (+$120.8K)

Filed 2026-10-13

Integrity Alliance, Llc.

DECREASED

Shares14,960 from 18,201

Change-3,241 (-18%)

Value$552.0K (-$96.1K)

Filed 2026-10-29

Diligent Investors, LLC

UNCHANGED

Shares13,500 from 13,500

Change0 (0%)

Value$498.2K (+$17.4K)

Filed 2026-10-21

Redhawk Wealth Advisors, Inc.

DECREASED

Shares13,206 from 14,407

Change-1,201 (-8%)

Value$487.3K (-$25.7K)

Filed 2026-10-14

Sigma Planning Corp

UNCHANGED

Shares13,002 from 13,002

Change0 (0%)

Value$479.8K (+$16.8K)

Filed 2026-10-23

StoneX Group Inc.

DECREASED

Shares12,699 from 16,264

Change-3,565 (-22%)

Value$466.4K (-$110.5K)

Filed 2026-11-03

Kestra Private Wealth Services, LLC

UNCHANGED

Shares10,927 from 10,927

Change0 (0%)

Value$403.2K (+$14.1K)

Filed 2026-10-30

Strategic Blueprint, LLC

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$387.5K (+$13.5K)

Filed 2026-10-22

Equitable Trust Co

UNCHANGED

Shares9,861 from 9,861

Change0 (0%)

Value$363.9K (+$12.7K)

Filed 2026-10-13

Signature Estate & Investment Advisors LLC

INCREASED

Shares9,481 from 7,890

Change+1,591 (+20%)

Value$349.8K (+$68.9K)

Filed 2026-10-13

Winnacle Wealth LLC

DECREASED

Shares9,382 from 10,244

Change-862 (-8%)

Value$346.2K (-$18.6K)

Filed 2026-10-15

Lanark Financial, Inc.

UNCHANGED

Shares8,409 from 8,409

Change0 (0%)

Value$310.3K (+$10.8K)

Filed 2026-10-26

MGO One Seven LLC

UNCHANGED

Shares8,275 from 8,275

Change0 (0%)

Value$305.3K (+$10.7K)

Filed 2026-10-28

Spire Wealth Management

UNCHANGED

Shares8,061 from 8,061

Change0 (0%)

Value$297.5K (+$10.4K)

Filed 2026-10-30

Wedbush Securities Inc

DECREASED

Shares7,332 from 7,352

Change-20 (0%)

Value$271.0K (+$9.0K)

Filed 2026-10-22

Kingswood Wealth Advisors, LLC

DECREASED

Shares6,787 from 7,232

Change-445 (-6%)

Value$250.4K (-$7.1K)

Filed 2026-10-23

Integrated Advisors Network LLC

UNCHANGED

Shares6,600 from 6,600

Change0 (0%)

Value$243.5K (+$8.5K)

Filed 2026-10-20

Cornerstone Wealth, LLC

UNCHANGED

Shares6,214 from 6,214

Change0 (0%)

Value$225.1K (+$4.1K)

Filed 2026-10-28

PFG Advisors

DECREASED

Shares6,076 from 6,159

Change-83 (-1%)

Value$224.2K (+$4.9K)

Filed 2026-10-16

Legacy Solutions, LLC

UNCHANGED

Shares5,777 from 5,777

Change0 (0%)

Value$213.2K (+$7.5K)

Filed 2026-10-07

Capital Investment Advisory Services, LLC

DECREASED

Shares4,795 from 4,807

Change-12 (0%)

Value$176.9K (+$5.8K)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares3,920 from 3,920

Change0 (0%)

Value$144.6K (+$5.1K)

Filed 2026-11-03

Signature Equity Partners, LLC

INCREASED

Shares2,551 from 1,501

Change+1,050 (+70%)

Value$94.1K (+$40.7K)

Filed 2026-10-29

Buck Wealth Strategies, LLC

UNCHANGED

Shares1,612 from 1,612

Change0 (0%)

Value$59.5K (+$2.1K)

Filed 2026-10-28

Trust Co of Vermont

UNCHANGED

Shares768 from 768

Change0 (0%)

Value$28.3K (+$991)

Filed 2026-10-21

CoreCap Advisors, LLC

DECREASED

Shares548 from 654

Change-106 (-16%)

Value$20.2K (-$3.1K)

Filed 2026-10-08

Farther Finance Advisors, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$11.1K (+$387)

Filed 2026-10-08

Assetmark, Inc

INCREASED

Shares230 from 210

Change+20 (+10%)

Value$8.5K (+$1.0K)

Filed 2026-10-21

Gradient Investments LLC

CLOSED

Shares0 from 8,739

Change-8,739 (-100%)

Value$0 (-$311.2K)

Filed 2026-10-08

NWF Advisory Services Inc.

CLOSED

Shares0 from 6,900

Change-6,900 (-100%)

Value$0 (-$245.7K)

Filed 2026-10-19

Bullseye Investment Management, LLC

CLOSED

Shares0 from 4,490

Change-4,490 (-100%)

Value$0 (-$159.9K)

Filed 2026-10-29

Larson Financial Group LLC

CLOSED

Shares0 from 222

Change-222 (-100%)

Value$0 (-$7.9K)

Filed 2026-11-05

Cetera Investment Advisers

N/A

Shares— from 461,809

Change-461,809 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 360,357

Change-360,357 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 319,088

Change-319,088 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 261,477

Change-261,477 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 203,918

Change-203,918 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 148,608

Change-148,608 (-100%)

Value—

Stephens Inc

N/A

Shares— from 145,006

Change-145,006 (-100%)

Value—

Luken Investment Analytics, LLC

N/A

Shares— from 128,292

Change-128,292 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 117,689

Change-117,689 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 112,347

Change-112,347 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 107,571

Change-107,571 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 88,841

Change-88,841 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 83,719

Change-83,719 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 78,114

Change-78,114 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 70,558

Change-70,558 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 64,799

Change-64,799 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 54,256

Change-54,256 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 52,607

Change-52,607 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 32,508

Change-32,508 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 29,836

Change-29,836 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 27,714

Change-27,714 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 25,157

Change-25,157 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 24,072

Change-24,072 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 24,021

Change-24,021 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 23,650

Change-23,650 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 21,540

Change-21,540 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 21,324

Change-21,324 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 18,270

Change-18,270 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 16,461

Change-16,461 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 15,848

Change-15,848 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 13,611

Change-13,611 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 13,310

Change-13,310 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 12,686

Change-12,686 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 12,313

Change-12,313 (-100%)

Value—

Beck Capital Management, LLC

N/A

Shares— from 11,481

Change-11,481 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 10,778

Change-10,778 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 10,322

Change-10,322 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,838

Change-9,838 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 8,268

Change-8,268 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 8,146

Change-8,146 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 8,028

Change-8,028 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 8,020

Change-8,020 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 8,004

Change-8,004 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 7,907

Change-7,907 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 6,603

Change-6,603 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 6,422

Change-6,422 (-100%)

Value—

Share Andrew L.

N/A

Shares— from 6,300

Change-6,300 (-100%)

Value—

Pitti Group Wealth Management, LLC

N/A

Shares— from 6,219

Change-6,219 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 5,884

Change-5,884 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 3,612

Change-3,612 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,166

Change-3,166 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,026

Change-3,026 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 1,907

Change-1,907 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,795

Change-1,795 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 1,443

Change-1,443 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 763

Change-763 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 645

Change-645 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 400

Change-400 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 329

Change-329 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 274

Change-274 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 250

Change-250 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 234

Change-234 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 150

Change-150 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 99

Change-99 (-100%)

Value—

	Status
Kestra Advisory Services, LLC	INCREASED	359,730	258,802	+100,928	+39%	$9.2M	$13.3M	+$4.1M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	340,569	357,986	-17,417	-5%	$12.7M	$12.6M	-$180.9K	2026-11-02
First Heartland Consultants, Inc.	INCREASED	151,225	142,252	+8,973	+6%	$5.1M	$5.6M	+$514.6K	2026-10-08
Oppenheimer & Co Inc	DECREASED	143,432	146,546	-3,114	-2%	$5.2M	$5.3M	+$74.1K	2026-10-26
Truist Financial Corp	DECREASED	92,895	102,034	-9,139	-9%	$3.6M	$3.4M	-$205.6K	2026-10-30
Sacks & Associates, LLC	UNCHANGED	79,656	79,656	0	0%	$2.8M	$2.9M	+$138.6K	2026-10-09
Cambridge Investment Research Advisors, Inc.	DECREASED	73,955	80,888	-6,933	-9%	$2.9M	$2.7M	-$151.0K	2026-11-02
FWG Investments, Llc.	DECREASED	67,447	70,119	-2,672	-4%	$2.5M	$2.5M	-$8.1K	2026-11-03
Outlook Wealth Advisors, LLC	INCREASED	49,607	46,715	+2,892	+6%	$1.7M	$1.8M	+$170.9K	2026-10-28
Clear Creek Financial Management, LLC	DECREASED	44,714	45,242	-528	-1%	$1.6M	$1.6M	+$38.9K	2026-10-28
Keystone Wealth Services, LLC	DECREASED	42,635	42,970	-335	-1%	$1.5M	$1.6M	+$38.8K	2026-11-03
Uptick Partners, LLC	DECREASED	41,045	44,482	-3,437	-8%	$1.6M	$1.5M	-$69.4K	2026-11-04
Purus Wealth Management, LLC	DECREASED	40,982	44,815	-3,833	-9%	$1.6M	$1.5M	-$83.6K	2026-10-15
Ignite Planners, LLC	DECREASED	40,279	41,364	-1,085	-3%	$1.5M	$1.5M	+$13.3K	2026-10-14
Maia Wealth LLC	DECREASED	40,268	42,578	-2,310	-5%	$1.5M	$1.5M	-$30.3K	2026-10-19
Grantvest Financial Group LLC	DECREASED	33,281	34,550	-1,269	-4%	$1.2M	$1.2M	-$2.3K	2026-10-21
IFP Advisors, Inc	DECREASED	33,093	33,099	-6	0%	$1.2M	$1.2M	+$42.5K	2026-10-16
Mission Financial Group, LLC	UNCHANGED	30,241	30,241	0	0%	$1.1M	$1.1M	+$39.0K	2026-10-21
Dhjj Financial Advisors, Ltd.	UNCHANGED	25,718	25,718	0	0%	$915.8K	$949.0K	+$33.2K	2026-10-23
Global Assets Advisory, LLC	DECREASED	23,442	23,772	-330	-1%	$844.4K	$870.4K	+$26.0K	2026-10-28
Park Avenue Securities LLC	DECREASED	22,467	22,618	-151	-1%	$805.0K	$829.0K	+$24.0K	2026-10-26
Novem Group	UNCHANGED	18,194	18,194	0	0%	$647.9K	$671.4K	+$23.5K	2026-10-19
Smart Wealth LLC	DECREASED	17,571	77,903	-60,332	-77%	$2.8M	$648.4K	-$2.1M	2026-11-04
RFG Advisory, LLC	INCREASED	16,851	15,936	+915	+6%	$567.5K	$621.8K	+$54.3K	2026-11-03
Grant Street Asset Management, Inc.	UNCHANGED	16,678	16,678	0	0%	$593.9K	$615.4K	+$21.5K	2026-10-26
Wealth Enhancement Advisory Services, LLC	INCREASED	15,470	12,679	+2,791	+22%	$452.2K	$573.0K	+$120.8K	2026-10-13
Integrity Alliance, Llc.	DECREASED	14,960	18,201	-3,241	-18%	$648.1K	$552.0K	-$96.1K	2026-10-29
Diligent Investors, LLC	UNCHANGED	13,500	13,500	0	0%	$480.7K	$498.2K	+$17.4K	2026-10-21
Redhawk Wealth Advisors, Inc.	DECREASED	13,206	14,407	-1,201	-8%	$513.0K	$487.3K	-$25.7K	2026-10-14
Sigma Planning Corp	UNCHANGED	13,002	13,002	0	0%	$463.0K	$479.8K	+$16.8K	2026-10-23
StoneX Group Inc.	DECREASED	12,699	16,264	-3,565	-22%	$576.9K	$466.4K	-$110.5K	2026-11-03
Kestra Private Wealth Services, LLC	UNCHANGED	10,927	10,927	0	0%	$389.1K	$403.2K	+$14.1K	2026-10-30
Strategic Blueprint, LLC	UNCHANGED	10,500	10,500	0	0%	$373.9K	$387.5K	+$13.5K	2026-10-22
Equitable Trust Co	UNCHANGED	9,861	9,861	0	0%	$351.2K	$363.9K	+$12.7K	2026-10-13
Signature Estate & Investment Advisors LLC	INCREASED	9,481	7,890	+1,591	+20%	$281.0K	$349.8K	+$68.9K	2026-10-13
Winnacle Wealth LLC	DECREASED	9,382	10,244	-862	-8%	$364.8K	$346.2K	-$18.6K	2026-10-15
Lanark Financial, Inc.	UNCHANGED	8,409	8,409	0	0%	$299.4K	$310.3K	+$10.8K	2026-10-26
MGO One Seven LLC	UNCHANGED	8,275	8,275	0	0%	$294.7K	$305.3K	+$10.7K	2026-10-28
Spire Wealth Management	UNCHANGED	8,061	8,061	0	0%	$287.1K	$297.5K	+$10.4K	2026-10-30
Wedbush Securities Inc	DECREASED	7,332	7,352	-20	0%	$262.0K	$271.0K	+$9.0K	2026-10-22
Kingswood Wealth Advisors, LLC	DECREASED	6,787	7,232	-445	-6%	$257.5K	$250.4K	-$7.1K	2026-10-23
Integrated Advisors Network LLC	UNCHANGED	6,600	6,600	0	0%	$235.0K	$243.5K	+$8.5K	2026-10-20
Cornerstone Wealth, LLC	UNCHANGED	6,214	6,214	0	0%	$221.0K	$225.1K	+$4.1K	2026-10-28
PFG Advisors	DECREASED	6,076	6,159	-83	-1%	$219.3K	$224.2K	+$4.9K	2026-10-16
Legacy Solutions, LLC	UNCHANGED	5,777	5,777	0	0%	$205.7K	$213.2K	+$7.5K	2026-10-07
Capital Investment Advisory Services, LLC	DECREASED	4,795	4,807	-12	0%	$171.2K	$176.9K	+$5.8K	2026-10-30
Ashton Thomas Private Wealth, LLC	UNCHANGED	3,920	3,920	0	0%	$139.6K	$144.6K	+$5.1K	2026-11-03
Signature Equity Partners, LLC	INCREASED	2,551	1,501	+1,050	+70%	$53.5K	$94.1K	+$40.7K	2026-10-29
Buck Wealth Strategies, LLC	UNCHANGED	1,612	1,612	0	0%	$57.4K	$59.5K	+$2.1K	2026-10-28
Trust Co of Vermont	UNCHANGED	768	768	0	0%	$27.3K	$28.3K	+$991	2026-10-21
CoreCap Advisors, LLC	DECREASED	548	654	-106	-16%	$23.3K	$20.2K	-$3.1K	2026-10-08
Farther Finance Advisors, LLC	UNCHANGED	300	300	0	0%	$10.7K	$11.1K	+$387	2026-10-08
Assetmark, Inc	INCREASED	230	210	+20	+10%	$7.5K	$8.5K	+$1.0K	2026-10-21
Gradient Investments LLC	CLOSED	0	8,739	-8,739	-100%	$311.2K	$0	-$311.2K	2026-10-08
NWF Advisory Services Inc.	CLOSED	0	6,900	-6,900	-100%	$245.7K	$0	-$245.7K	2026-10-19
Bullseye Investment Management, LLC	CLOSED	0	4,490	-4,490	-100%	$159.9K	$0	-$159.9K	2026-10-29
Larson Financial Group LLC	CLOSED	0	222	-222	-100%	$7.9K	$0	-$7.9K	2026-11-05
Cetera Investment Advisers	N/A	—	461,809	-461,809	-100%	$16.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	360,357	-360,357	-100%	$12.8M	—	—	—
Raymond James Financial Inc	N/A	—	319,088	-319,088	-100%	$11.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	261,477	-261,477	-100%	$9.3M	—	—	—
LPL Financial LLC	N/A	—	203,918	-203,918	-100%	$7.3M	—	—	—
Sequent Planning LLC	N/A	—	148,608	-148,608	-100%	$5.3M	—	—	—
Stephens Inc	N/A	—	145,006	-145,006	-100%	$5.2M	—	—	—
Luken Investment Analytics, LLC	N/A	—	128,292	-128,292	-100%	$4.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	117,689	-117,689	-100%	$4.2M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	112,347	-112,347	-100%	$4.0M	—	—	—
Global Retirement Partners, LLC	N/A	—	107,571	-107,571	-100%	$3.8M	—	—	—
Harbour Investments, Inc.	N/A	—	88,841	-88,841	-100%	$3.2M	—	—	—
HighTower Advisors, LLC	N/A	—	83,719	-83,719	-100%	$3.0M	—	—	—
Faithward Advisors, LLC	N/A	—	78,114	-78,114	-100%	$2.8M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	70,558	-70,558	-100%	$2.5M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	64,799	-64,799	-100%	$2.3M	—	—	—
MML Investors Services, LLC	N/A	—	54,256	-54,256	-100%	$1.9M	—	—	—
Harvest Investment Services, LLC	N/A	—	52,607	-52,607	-100%	$1.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	32,508	-32,508	-100%	$1.2M	—	—	—
Arax Advisory Partners	N/A	—	29,836	-29,836	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	27,714	-27,714	-100%	$986.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	25,157	-25,157	-100%	$895.8K	—	—	—
World Investment Advisors	N/A	—	24,072	-24,072	-100%	$855.6K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	24,021	-24,021	-100%	$855.4K	—	—	—
Mariner, LLC	N/A	—	23,650	-23,650	-100%	$842.2K	—	—	—
1776 Wealth LLC	N/A	—	21,540	-21,540	-100%	$767.0K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	21,324	-21,324	-100%	$759.3K	—	—	—
Mutual Advisors, LLC	N/A	—	18,270	-18,270	-100%	$650.6K	—	—	—
Centaurus Financial, Inc.	N/A	—	16,461	-16,461	-100%	$586.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	15,848	-15,848	-100%	$564.3K	—	—	—
Benson Wealth Management Inc	N/A	—	13,611	-13,611	-100%	$484.7K	—	—	—
Advisory Services Network, LLC	N/A	—	13,310	-13,310	-100%	$474.0K	—	—	—
Savvy Advisors, Inc.	N/A	—	12,686	-12,686	-100%	$451.7K	—	—	—
Kovack Advisors, Inc.	N/A	—	12,313	-12,313	-100%	$437.9K	—	—	—
Beck Capital Management, LLC	N/A	—	11,481	-11,481	-100%	$408.8K	—	—	—
Capital Analysts, LLC	N/A	—	10,778	-10,778	-100%	$384.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	10,322	-10,322	-100%	$367.5K	—	—	—
Citadel Advisors LLC	N/A	—	9,838	-9,838	-100%	$350.3K	—	—	—
Old Mission Capital LLC	N/A	—	8,268	-8,268	-100%	$294.4K	—	—	—
Lifeworks Advisors, LLC	N/A	—	8,146	-8,146	-100%	$290.1K	—	—	—
Cresset Asset Management, LLC	N/A	—	8,028	-8,028	-100%	$285.9K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	8,020	-8,020	-100%	$285.6K	—	—	—
Snowden Capital Advisors LLC	N/A	—	8,004	-8,004	-100%	$285.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	7,907	-7,907	-100%	$281.6K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	6,603	-6,603	-100%	$235.1K	—	—	—
Money Concepts Capital Corp	N/A	—	6,422	-6,422	-100%	$228.7K	—	—	—
Share Andrew L.	N/A	—	6,300	-6,300	-100%	$224.3K	—	—	—
Pitti Group Wealth Management, LLC	N/A	—	6,219	-6,219	-100%	$221.5K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	6,000	-6,000	-100%	$213.7K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	5,884	-5,884	-100%	$209.5K	—	—	—
Integrity Financial Corp	N/A	—	3,612	-3,612	-100%	$128.6K	—	—	—
AE Wealth Management LLC	N/A	—	3,166	-3,166	-100%	$112.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,026	-3,026	-100%	$107.8K	—	—	—
Topsail Wealth Management, LLC	N/A	—	1,907	-1,907	-100%	$67.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,795	-1,795	-100%	$63.9K	—	—	—
Fifth Third Bancorp	N/A	—	1,443	-1,443	-100%	$51.4K	—	—	—
BFC Planning, Inc.	N/A	—	763	-763	-100%	$27.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	645	-645	-100%	$23.0K	—	—	—
Regatta Research & Money Management	N/A	—	400	-400	-100%	$14.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	329	-329	-100%	$11.7K	—	—	—
Wells Fargo & Company	N/A	—	274	-274	-100%	$9.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	250	-250	-100%	$8.9K	—	—	—
JPMorgan Chase & Co	N/A	—	234	-234	-100%	$8.3K	—	—	—
Bank of Montreal	N/A	—	150	-150	-100%	$5.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	99	-99	-100%	$3.5K	—	—	—

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