IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest U.S. Equity Deep BUF (DOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Oppenheimer & Co Inc
DECREASED
Shares388,033 from 400,877
Change-12,844 (-3%)
Value$18.6M (-$69.8K)
Filed 2026-10-26
Reap Financial Group, LLC
DECREASED
Shares203,712 from 215,278
Change-11,566 (-5%)
Value$9.8M (-$261.8K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares128,290 from 97,756
Change+30,534 (+31%)
Value$6.2M (+$1.6M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares97,494 from 104,915
Change-7,421 (-7%)
Value$4.7M (-$213.3K)
Filed 2026-11-02
Winnacle Wealth LLC
DECREASED
Shares96,052 from 109,598
Change-13,546 (-12%)
Value$4.6M (-$501.2K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares92,740 from 83,678
Change+9,062 (+11%)
Value$4.5M (+$549.6K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares87,031 from 90,264
Change-3,233 (-4%)
Value$4.2M (-$15.4K)
Filed 2026-10-19
Smart Wealth LLC
INCREASED
Shares57,272 from 38,853
Change+18,419 (+47%)
Value$2.8M (+$938.0K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares56,263 from 66,064
Change-9,801 (-15%)
Value$2.7M (-$380.7K)
Filed 2026-10-30
Commonwealth Financial Services, LLC
INCREASED
Shares46,496 from 46,400
Change+96 (+0%)
Value$2.2M (+$68.0K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares40,081 from 42,495
Change-2,414 (-6%)
Value$1.9M (-$58.0K)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares38,100 from 69,503
Change-31,403 (-45%)
Value$1.8M (-$1.4M)
Filed 2026-11-02
MGO One Seven LLC
UNCHANGED
Shares36,779 from 36,779
Change0 (0%)
Value$1.8M (+$50.2K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares33,158 from 33,905
Change-747 (-2%)
Value$1.6M (+$10.4K)
Filed 2026-11-03
Castleview Partners, LLC
INCREASED
Shares32,358 from 32,290
Change+68 (+0%)
Value$1.6M (+$47.4K)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares32,140 from 32,200
Change-60 (0%)
Value$1.5M (+$41.1K)
Filed 2026-10-22
Money Concepts Capital Corp
DECREASED
Shares30,926 from 90,348
Change-59,422 (-66%)
Value$1.5M (-$2.7M)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares24,416 from 24,416
Change0 (0%)
Value$1.2M (+$33.3K)
Filed 2026-10-16
Ignite Planners, LLC
DECREASED
Shares20,826 from 20,827
Change-1 (0%)
Value$1.0M (+$28.4K)
Filed 2026-10-14
Beacon Financial Group
UNCHANGED
Shares17,584 from 17,584
Change0 (0%)
Value$844.8K (+$24.0K)
Filed 2026-10-19
Madrona Financial Services, LLC
UNCHANGED
Shares17,238 from 17,238
Change0 (0%)
Value$828.2K (+$23.5K)
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares16,223 from 16,558
Change-335 (-2%)
Value$779.4K (+$6.5K)
Filed 2026-10-08
Evolution Wealth Management Inc.
DECREASED
Shares15,552 from 15,888
Change-336 (-2%)
Value$747.2K (+$5.5K)
Filed 2026-10-28
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares15,460 from 15,460
Change0 (0%)
Value$742.8K (+$21.1K)
Filed 2026-10-19
WealthTrust Asset Management, LLC
DECREASED
Shares14,794 from 15,163
Change-369 (-2%)
Value$710.8K (+$3.0K)
Filed 2026-10-22
Tounjian Advisory Partners, LLC
DECREASED
Shares13,447 from 17,957
Change-4,510 (-25%)
Value$646.1K (-$192.2K)
Filed 2026-11-04
Uptick Partners, LLC
UNCHANGED
Shares13,138 from 13,138
Change0 (0%)
Value$631.2K (+$17.9K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares13,132 from 13,106
Change+26 (+0%)
Value$630.9K (+$19.1K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,803 from 14,064
Change-1,261 (-9%)
Value$615.0K (-$41.0K)
Filed 2026-11-02
LifeWealth Investments, LLC
DECREASED
Shares12,538 from 17,877
Change-5,339 (-30%)
Value$602.4K (-$232.1K)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
DECREASED
Shares12,282 from 12,409
Change-127 (-1%)
Value$590.1K (+$10.8K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED
Shares12,019 from 12,019
Change0 (0%)
Value$577.5K (+$16.4K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
DECREASED
Shares11,681 from 11,691
Change-10 (0%)
Value$561.2K (+$15.5K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares11,215 from 11,215
Change0 (0%)
Value$538.8K (+$15.3K)
Filed 2026-10-20
Level Four Advisory Services, LLC
UNCHANGED
Shares10,292 from 10,292
Change0 (0%)
Value$494.5K (+$14.1K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
DECREASED
Shares10,246 from 10,632
Change-386 (-4%)
Value$492.3K (-$4.0K)
Filed 2026-10-13
Keystone Wealth Services, LLC
DECREASED
Shares9,812 from 9,937
Change-125 (-1%)
Value$471.3K (+$7.4K)
Filed 2026-11-03
AlphaStar Capital Management, LLC
UNCHANGED
Shares6,765 from 6,765
Change0 (0%)
Value$325.0K (+$9.2K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$312.3K (+$8.9K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares6,278 from 6,943
Change-665 (-10%)
Value$301.6K (-$22.5K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
NEW
Shares5,287
Change+5,287
Value$255.0K
Filed 2026-10-13
Sage Capital Advisors,llc
DECREASED
Shares4,967 from 5,422
Change-455 (-8%)
Value$238.7K (-$14.4K)
Filed 2026-10-13
Simplicity Wealth,LLC
UNCHANGED
Shares4,948 from 4,948
Change0 (0%)
Value$237.7K (+$6.8K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares4,317 from 5,088
Change-771 (-15%)
Value$207.4K (-$30.1K)
Filed 2026-10-28
Barclays PLC
UNCHANGED
Shares4,195 from 4,195
Change0 (0%)
Value$201.6K (+$5.7K)
Filed 2026-11-06
Schulz Wealth, Ltd.
NEW
Shares4,186
Change+4,186
Value$201.1K
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares3,912 from 3,912
Change0 (0%)
Value$187.9K (+$5.3K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares3,399 from 3,399
Change0 (0%)
Value$163.3K (+$4.6K)
Filed 2026-10-29
Larson Financial Group LLC
UNCHANGED
Shares3,036 from 3,036
Change0 (0%)
Value$145.9K (+$4.1K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$138.6K (+$3.9K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$120.1K (+$3.4K)
Filed 2026-11-03
MTM Investment Management, LLC
UNCHANGED
Shares1,705 from 1,705
Change0 (0%)
Value$81.9K (+$2.3K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$65.3K (+$1.9K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares1,208 from 1,263
Change-55 (-4%)
Value$58.0K (-$918)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares1,091 from 1,211
Change-120 (-10%)
Value$52.4K (-$4.1K)
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$18.7K (+$531)
Filed 2026-10-30
Santori & Peters, Inc.
CLOSED
Shares0 from 8,263
Change-8,263 (-100%)
Value$0 (-$385.7K)
Filed 2026-10-26
Clearstead Advisors, LLC
CLOSED
Shares0 from 6,764
Change-6,764 (-100%)
Value$0 (-$315.7K)
Filed 2026-11-06
Arbor Capital Management Inc
CLOSED
Shares0 from 6,140
Change-6,140 (-100%)
Value$0 (-$286.4K)
Filed 2026-10-21
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 5,549
Change-5,549 (-100%)
Value$0 (-$259.0K)
Filed 2026-11-04
Ogorek Anthony Joseph
N/A
Shares— from 284,386
Change-284,386 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 211,243
Change-211,243 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 176,850
Change-176,850 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 143,115
Change-143,115 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 138,512
Change-138,512 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 122,306
Change-122,306 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 115,578
Change-115,578 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 96,432
Change-96,432 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 96,080
Change-96,080 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 88,410
Change-88,410 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 63,933
Change-63,933 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 54,888
Change-54,888 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 52,196
Change-52,196 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 46,330
Change-46,330 (-100%)
Value—
&partners
N/A
Shares— from 27,548
Change-27,548 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 27,438
Change-27,438 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 26,314
Change-26,314 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 25,945
Change-25,945 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 24,343
Change-24,343 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 23,165
Change-23,165 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 20,629
Change-20,629 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,098
Change-20,098 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 17,404
Change-17,404 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,329
Change-17,329 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,352
Change-10,352 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 788
Change-788 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 205
Change-205 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 105
Change-105 (-100%)
Value—
Status
Oppenheimer & Co Inc
DECREASED388,033400,877-12,844-3%$18.7M$18.6M-$69.8K2026-10-26
Reap Financial Group, LLC
DECREASED203,712215,278-11,566-5%$10.0M$9.8M-$261.8K2026-11-02
LPL Financial LLC
INCREASED128,29097,756+30,534+31%$4.6M$6.2M+$1.6M2026-11-06
Commonwealth Equity Services, LLC
DECREASED97,494104,915-7,421-7%$4.9M$4.7M-$213.3K2026-11-02
Winnacle Wealth LLC
DECREASED96,052109,598-13,546-12%$5.1M$4.6M-$501.2K2026-10-15
Founders Financial Securities LLC
INCREASED92,74083,678+9,062+11%$3.9M$4.5M+$549.6K2026-10-28
Foguth Wealth Management, Llc.
DECREASED87,03190,264-3,233-4%$4.2M$4.2M-$15.4K2026-10-19
Smart Wealth LLC
INCREASED57,27238,853+18,419+47%$1.8M$2.8M+$938.0K2026-11-04
Truist Financial Corp
DECREASED56,26366,064-9,801-15%$3.1M$2.7M-$380.7K2026-10-30
Commonwealth Financial Services, LLC
INCREASED46,49646,400+96+0%$2.2M$2.2M+$68.0K2026-10-20
IFP Advisors, Inc
DECREASED40,08142,495-2,414-6%$2.0M$1.9M-$58.0K2026-10-16
Kestra Advisory Services, LLC
DECREASED38,10069,503-31,403-45%$3.2M$1.8M-$1.4M2026-11-02
MGO One Seven LLC
UNCHANGED36,77936,77900%$1.7M$1.8M+$50.2K2026-10-28
StoneX Group Inc.
DECREASED33,15833,905-747-2%$1.6M$1.6M+$10.4K2026-11-03
Castleview Partners, LLC
INCREASED32,35832,290+68+0%$1.5M$1.6M+$47.4K2026-10-09
Brookstone Capital Management
DECREASED32,14032,200-600%$1.5M$1.5M+$41.1K2026-10-22
Money Concepts Capital Corp
DECREASED30,92690,348-59,422-66%$4.2M$1.5M-$2.7M2026-11-06
McKinley Carter Wealth Services, Inc.
UNCHANGED24,41624,41600%$1.1M$1.2M+$33.3K2026-10-16
Ignite Planners, LLC
DECREASED20,82620,827-10%$972.2K$1.0M+$28.4K2026-10-14
Beacon Financial Group
UNCHANGED17,58417,58400%$820.8K$844.8K+$24.0K2026-10-19
Madrona Financial Services, LLC
UNCHANGED17,23817,23800%$804.7K$828.2K+$23.5K2026-10-23
First Heartland Consultants, Inc.
DECREASED16,22316,558-335-2%$772.9K$779.4K+$6.5K2026-10-08
Evolution Wealth Management Inc.
DECREASED15,55215,888-336-2%$741.7K$747.2K+$5.5K2026-10-28
Spectrum Asset Management, Inc. (NB )
UNCHANGED15,46015,46000%$721.7K$742.8K+$21.1K2026-10-19
WealthTrust Asset Management, LLC
DECREASED14,79415,163-369-2%$707.8K$710.8K+$3.0K2026-10-22
Tounjian Advisory Partners, LLC
DECREASED13,44717,957-4,510-25%$838.2K$646.1K-$192.2K2026-11-04
Uptick Partners, LLC
UNCHANGED13,13813,13800%$613.3K$631.2K+$17.9K2026-11-04
RFG Advisory, LLC
INCREASED13,13213,106+26+0%$611.8K$630.9K+$19.1K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED12,80314,064-1,261-9%$656.0K$615.0K-$41.0K2026-11-02
LifeWealth Investments, LLC
DECREASED12,53817,877-5,339-30%$834.5K$602.4K-$232.1K2026-10-21
Acorn Financial Advisory Services Inc
DECREASED12,28212,409-127-1%$579.3K$590.1K+$10.8K2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED12,01912,01900%$561.0K$577.5K+$16.4K2026-11-06
Buck Wealth Strategies, LLC
DECREASED11,68111,691-100%$545.7K$561.2K+$15.5K2026-10-28
Prime Capital Investment Advisors, LLC
UNCHANGED11,21511,21500%$523.5K$538.8K+$15.3K2026-10-20
Level Four Advisory Services, LLC
UNCHANGED10,29210,29200%$480.4K$494.5K+$14.1K2026-11-06
Signal Advisors Wealth, LLC
DECREASED10,24610,632-386-4%$496.3K$492.3K-$4.0K2026-10-13
Keystone Wealth Services, LLC
DECREASED9,8129,937-125-1%$463.9K$471.3K+$7.4K2026-11-03
AlphaStar Capital Management, LLC
UNCHANGED6,7656,76500%$315.8K$325.0K+$9.2K2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED6,5006,50000%$303.4K$312.3K+$8.9K2026-10-27
Farther Finance Advisors, LLC
DECREASED6,2786,943-665-10%$324.1K$301.6K-$22.5K2026-10-08
Wealth Enhancement Advisory Services, LLC
NEW5,287—+5,287——$255.0K—2026-10-13
Sage Capital Advisors,llc
DECREASED4,9675,422-455-8%$253.1K$238.7K-$14.4K2026-10-13
Simplicity Wealth,LLC
UNCHANGED4,9484,94800%$231.0K$237.7K+$6.8K2026-10-23
Clear Creek Financial Management, LLC
DECREASED4,3175,088-771-15%$237.5K$207.4K-$30.1K2026-10-28
Barclays PLC
UNCHANGED4,1954,19500%$195.8K$201.6K+$5.7K2026-11-06
Schulz Wealth, Ltd.
NEW4,186—+4,186——$201.1K—2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED3,9123,91200%$182.6K$187.9K+$5.3K2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED3,3993,39900%$158.7K$163.3K+$4.6K2026-10-29
Larson Financial Group LLC
UNCHANGED3,0363,03600%$141.7K$145.9K+$4.1K2026-11-05
Lanark Financial, Inc.
UNCHANGED2,8852,88500%$134.7K$138.6K+$3.9K2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED2,5002,50000%$116.7K$120.1K+$3.4K2026-11-03
MTM Investment Management, LLC
UNCHANGED1,7051,70500%$79.6K$81.9K+$2.3K2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED1,3601,36000%$63.5K$65.3K+$1.9K2026-10-23
Creative Financial Designs Inc
DECREASED1,2081,263-55-4%$59.0K$58.0K-$9182026-11-04
CoreCap Advisors, LLC
DECREASED1,0911,211-120-10%$56.5K$52.4K-$4.1K2026-10-08
Spire Wealth Management
UNCHANGED38938900%$18.2K$18.7K+$5312026-10-30
Santori & Peters, Inc.
CLOSED08,263-8,263-100%$385.7K$0-$385.7K2026-10-26
Clearstead Advisors, LLC
CLOSED06,764-6,764-100%$315.7K$0-$315.7K2026-11-06
Arbor Capital Management Inc
CLOSED06,140-6,140-100%$286.4K$0-$286.4K2026-10-21
JIM Saulnier & Associates, LLC
CLOSED05,549-5,549-100%$259.0K$0-$259.0K2026-11-04
Ogorek Anthony Joseph
N/A—284,386-284,386-100%$13.3M———
Envestnet Asset Management Inc
N/A—211,243-211,243-100%$9.9M———
Wood Tarver Financial Group, LLC
N/A—176,850-176,850-100%$8.3M———
Per Stirling Capital Management, Llc.
N/A—143,115-143,115-100%$6.7M———
Mutual Advisors, LLC
N/A—138,512-138,512-100%$6.5M———
Lcnb Corp
N/A—122,306-122,306-100%$5.7M———
Susquehanna International Group, LLP
N/A—115,578-115,578-100%$5.4M———
MML Investors Services, LLC
N/A—96,432-96,432-100%$4.5M———
Osaic Holdings, Inc.
N/A—96,080-96,080-100%$4.5M———
Cetera Investment Advisers
N/A—88,410-88,410-100%$4.1M———
Harbour Investments, Inc.
N/A—63,933-63,933-100%$3.0M———
Raymond James Financial Inc
N/A—54,888-54,888-100%$2.6M———
NewEdge Wealth, LLC
N/A—52,196-52,196-100%$2.4M———
Bluespring Wealth Management, LLC
N/A—46,330-46,330-100%$2.2M———
&partners
N/A—27,548-27,548-100%$1.3M———
Harvest Investment Services, LLC
N/A—27,438-27,438-100%$1.3M———
Sequent Planning LLC
N/A—26,314-26,314-100%$1.2M———
Kovack Advisors, Inc.
N/A—25,945-25,945-100%$1.2M———
1ST Source Bank
N/A—24,343-24,343-100%$1.1M———
Ritter Daniher Financial Advisory LLC / de
N/A—23,165-23,165-100%$1.1M———
Icon Wealth Advisors, LLC
N/A—20,629-20,629-100%$963.0K———
JPMorgan Chase & Co
N/A—20,098-20,098-100%$935.0K———
Integrity Financial Corp
N/A—17,404-17,404-100%$812.4K———
IHT Wealth Management, LLC
N/A—17,329-17,329-100%$808.9K———
Sanctuary Advisors, LLC
N/A—13,524-13,524-100%$631.3K———
Tanglewood Legacy Advisors, LLC
N/A—12,246-12,246-100%$571.6K———
Capasso Planning Partners LLC
N/A—11,189-11,189-100%$522.3K———
Fiduciary Financial Advisors
N/A—10,352-10,352-100%$483.0K———
1776 Wealth LLC
N/A—8,920-8,920-100%$416.4K———
Marshall Financial Group, LLC
N/A—8,795-8,795-100%$410.6K———
Ameritas Advisory Services, LLC
N/A—5,721-5,721-100%$267.1K———
Arkadios Wealth Advisors
N/A—5,426-5,426-100%$253.3K———
Prosperity Consulting Group, LLC
N/A—5,281-5,281-100%$246.5K———
Nova Wealth Management, Inc.
N/A—4,735-4,735-100%$221.0K———
Savvy Advisors, Inc.
N/A—4,512-4,512-100%$210.6K———
Advyzon Investment Management, LLC
N/A—4,490-4,490-100%$209.6K———
Geneos Wealth Management Inc.
N/A—3,837-3,837-100%$179.1K———
Silver OAK Securities, Incorporated
N/A—3,574-3,574-100%$166.8K———
Centaurus Financial, Inc.
N/A—2,852-2,852-100%$133.0K———
Rockefeller Capital Management L.P.
N/A—2,769-2,769-100%$129.3K———
SOA Wealth Advisors, Llc.
N/A—2,640-2,640-100%$123.2K———
AE Wealth Management LLC
N/A—2,158-2,158-100%$100.7K———
Capital Analysts, LLC
N/A—1,939-1,939-100%$91.0K———
Oakmont Advisory Group, LLC
N/A—1,882-1,882-100%$87.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,147-1,147-100%$53.5K———
BFC Planning, Inc.
N/A—1,141-1,141-100%$53.3K———
Regatta Research & Money Management
N/A—788-788-100%$36.8K———
Global Retirement Partners, LLC
N/A—225-225-100%$10.5K———
Benson Wealth Management Inc
N/A—205-205-100%$9.6K———
Smartleaf Asset Management LLC
N/A—156-156-100%$7.3K———
Royal Bank of Canada
N/A—105-105-100%$5.0K———
Showing 111 of 111 institutions