FT Vest US Equity Deep Buffe (DJUN)

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

Shares205,696 from 194,982

Change+10,714 (+5%)

Value$10.3M (+$690.5K)

Filed 2026-11-02

Spectrum Asset Management, Inc. (NB )

DECREASED

Shares90,014 from 92,169

Change-2,155 (-2%)

Value$4.5M (-$35.1K)

Filed 2026-10-19

Founders Financial Securities LLC

INCREASED

Shares86,826 from 77,576

Change+9,250 (+12%)

Value$4.3M (+$524.4K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares71,520 from 73,921

Change-2,401 (-3%)

Value$3.6M (-$61.8K)

Filed 2026-11-02

Reap Financial Group, LLC

DECREASED

Shares50,824 from 59,823

Change-8,999 (-15%)

Value$2.5M (-$403.3K)

Filed 2026-11-02

Ignite Planners, LLC

INCREASED

Shares38,189 from 37,914

Change+275 (+1%)

Value$1.9M (+$43.7K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares31,428 from 28,978

Change+2,450 (+8%)

Value$1.6M (+$146.0K)

Filed 2026-11-02

Santori & Peters, Inc.

INCREASED

Shares30,542 from 28,204

Change+2,338 (+8%)

Value$1.5M (+$139.3K)

Filed 2026-10-26

Truist Financial Corp

INCREASED

Shares22,949 from 21,417

Change+1,532 (+7%)

Value$1.1M (+$93.6K)

Filed 2026-10-30

Sowell Financial Services LLC

NEW

Shares22,944

Change+22,944

Value$1.1M

Filed 2026-10-23

AlphaStar Capital Management, LLC

DECREASED

Shares22,939 from 22,975

Change-36 (0%)

Value$1.1M (+$16.3K)

Filed 2026-10-16

Diversify Wealth Management, LLC

UNCHANGED

Shares17,001 from 17,001

Change0 (0%)

Value$856.7K (+$21.3K)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares17,001 from 17,001

Change0 (0%)

Value$856.7K (+$21.3K)

Filed 2026-10-20

Apollon Wealth Management, LLC

DECREASED

Shares16,650 from 17,164

Change-514 (-3%)

Value$833.7K (-$12.2K)

Filed 2026-10-23

Grantvest Financial Group LLC

INCREASED

Shares15,069 from 13,930

Change+1,139 (+8%)

Value$754.5K (+$68.0K)

Filed 2026-10-21

Oppenheimer & Co Inc

DECREASED

Shares14,041 from 60,181

Change-46,140 (-77%)

Value$703.0K (-$2.3M)

Filed 2026-10-26

RFG Advisory, LLC

DECREASED

Shares13,966 from 14,238

Change-272 (-2%)

Value$699.3K (-$2.4K)

Filed 2026-11-03

Chris Bulman Inc

UNCHANGED

Shares13,843 from 13,843

Change0 (0%)

Value$693.1K (+$10.9K)

Filed 2026-10-20

StoneX Group Inc.

DECREASED

Shares13,430 from 16,551

Change-3,121 (-19%)

Value$672.4K (-$143.1K)

Filed 2026-11-03

Brookstone Capital Management

INCREASED

Shares13,205 from 12,969

Change+236 (+2%)

Value$661.2K (+$22.1K)

Filed 2026-10-22

Buck Wealth Strategies, LLC

DECREASED

Shares12,715 from 14,125

Change-1,410 (-10%)

Value$636.6K (-$59.4K)

Filed 2026-10-28

Madrona Financial Services, LLC

UNCHANGED

Shares12,568 from 12,568

Change0 (0%)

Value$629.3K (+$9.9K)

Filed 2026-10-23

Mission Financial Group, LLC

UNCHANGED

Shares12,512 from 12,512

Change0 (0%)

Value$626.5K (+$9.9K)

Filed 2026-10-21

Acorn Financial Advisory Services Inc

NEW

Shares11,235

Change+11,235

Value$562.5K

Filed 2026-11-02

Clear Creek Financial Management, LLC

DECREASED

Shares10,992 from 11,354

Change-362 (-3%)

Value$550.4K (-$9.2K)

Filed 2026-10-28

Signal Advisors Wealth, LLC

UNCHANGED

Shares10,945 from 10,945

Change0 (0%)

Value$548.0K (+$8.6K)

Filed 2026-10-13

Maltin Wealth Management, Inc.

NEW

Shares10,447

Change+10,447

Value$523.1K

Filed 2026-10-13

Independent Financial Group, LLC

UNCHANGED

Shares9,803 from 9,803

Change0 (0%)

Value$490.8K (+$7.7K)

Filed 2026-10-13

Evolution Wealth Management Inc.

INCREASED

Shares9,393 from 8,213

Change+1,180 (+14%)

Value$470.3K (+$65.6K)

Filed 2026-10-28

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

UNCHANGED

Shares7,704 from 7,704

Change0 (0%)

Value$385.7K (+$6.1K)

Filed 2026-10-14

LVZ, Inc.

INCREASED

Shares7,518 from 6,017

Change+1,501 (+25%)

Value$376.4K (+$79.9K)

Filed 2026-10-20

Precedent Wealth Partners, LLC

NEW

Shares7,428

Change+7,428

Value$371.9K

Filed 2026-10-21

Strategic Blueprint, LLC

DECREASED

Shares7,144 from 8,031

Change-887 (-11%)

Value$357.7K (-$38.1K)

Filed 2026-10-22

JIM Saulnier & Associates, LLC

UNCHANGED

Shares6,972 from 6,972

Change0 (0%)

Value$349.1K (+$5.5K)

Filed 2026-11-04

First Heartland Consultants, Inc.

DECREASED

Shares6,874 from 7,226

Change-352 (-5%)

Value$344.2K (-$11.9K)

Filed 2026-10-08

Comprehensive Financial Consultants Institutional, Inc.

INCREASED

Shares6,860 from 6,761

Change+99 (+1%)

Value$343.5K (+$10.3K)

Filed 2026-10-15

Nations Financial Group Inc,

UNCHANGED

Shares6,110 from 6,110

Change0 (0%)

Value$305.9K (+$4.8K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

NEW

Shares5,746

Change+5,746

Value$290.0K

Filed 2026-10-13

Sagespring Wealth Partners, LLC

UNCHANGED

Shares5,688 from 5,688

Change0 (0%)

Value$284.8K (+$4.5K)

Filed 2026-10-22

VestGen Advisors, LLC

DECREASED

Shares4,917 from 65,884

Change-60,967 (-93%)

Value$246.2K (-$3.0M)

Filed 2026-10-27

Core Wealth Partners LLC

UNCHANGED

Shares4,581 from 4,581

Change0 (0%)

Value$229.4K (+$3.6K)

Filed 2026-11-02

Echo Wealth Management, LLC

UNCHANGED

Shares4,542 from 4,542

Change0 (0%)

Value$227.4K (+$3.6K)

Filed 2026-10-15

BIP Wealth, LLC

UNCHANGED

Shares4,405 from 4,405

Change0 (0%)

Value$220.6K (+$3.5K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

DECREASED

Shares4,303 from 9,544

Change-5,241 (-55%)

Value$215.5K (-$254.9K)

Filed 2026-10-16

IFP Advisors, Inc

INCREASED

Shares4,175 from 4,064

Change+111 (+3%)

Value$209.0K (+$8.8K)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares4,132 from 4,924

Change-792 (-16%)

Value$206.9K (-$35.8K)

Filed 2026-10-08

CFC Planning Co LLC

NEW

Shares4,024

Change+4,024

Value$201.5K

Filed 2026-10-28

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares3,928 from 3,428

Change+500 (+15%)

Value$196.7K (+$27.7K)

Filed 2026-10-27

Spire Wealth Management

UNCHANGED

Shares3,009 from 3,009

Change0 (0%)

Value$150.7K (+$2.4K)

Filed 2026-10-30

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares1,875 from 1,875

Change0 (0%)

Value$93.9K (+$1.5K)

Filed 2026-10-23

Lanark Financial, Inc.

DECREASED

Shares1,718 from 2,492

Change-774 (-31%)

Value$86.0K (-$36.8K)

Filed 2026-10-26

Tounjian Advisory Partners, LLC

UNCHANGED

Shares1,629 from 1,629

Change0 (0%)

Value$81.6K (+$1.3K)

Filed 2026-11-04

Archer Investment Corp

UNCHANGED

Shares1,047 from 1,047

Change0 (0%)

Value$52.4K (+$827)

Filed 2026-11-05

CoreCap Advisors, LLC

DECREASED

Shares1,009 from 1,118

Change-109 (-10%)

Value$50.5K (-$4.6K)

Filed 2026-10-08

Capital Investment Advisory Services, LLC

DECREASED

Shares1,004 from 1,038

Change-34 (-3%)

Value$50.3K (-$868)

Filed 2026-10-30

Tucker Asset Management LLC

CLOSED

Shares0 from 149

Change-149 (-100%)

Value$0 (-$7.3K)

Filed 2026-10-29

Envestnet Asset Management Inc

N/A

Shares— from 170,273

Change-170,273 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 154,947

Change-154,947 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 140,226

Change-140,226 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 102,783

Change-102,783 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 100,946

Change-100,946 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 89,956

Change-89,956 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 69,460

Change-69,460 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 51,142

Change-51,142 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 47,920

Change-47,920 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 47,164

Change-47,164 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 44,902

Change-44,902 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 38,456

Change-38,456 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 34,730

Change-34,730 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 33,830

Change-33,830 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 26,325

Change-26,325 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 25,147

Change-25,147 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 24,307

Change-24,307 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 23,046

Change-23,046 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 20,402

Change-20,402 (-100%)

Value—

&partners

N/A

Shares— from 16,655

Change-16,655 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 14,030

Change-14,030 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 11,234

Change-11,234 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 10,444

Change-10,444 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 10,374

Change-10,374 (-100%)

Value—

1ST Source Bank

N/A

Shares— from 9,653

Change-9,653 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 9,559

Change-9,559 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,348

Change-9,348 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,201

Change-9,201 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 9,025

Change-9,025 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 8,771

Change-8,771 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 7,598

Change-7,598 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 6,032

Change-6,032 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 6,025

Change-6,025 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 5,989

Change-5,989 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 5,974

Change-5,974 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 5,807

Change-5,807 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,628

Change-5,628 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 5,618

Change-5,618 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 5,480

Change-5,480 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 5,291

Change-5,291 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 4,392

Change-4,392 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,387

Change-4,387 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 4,127

Change-4,127 (-100%)

Value—

Barclays PLC

N/A

Shares— from 4,071

Change-4,071 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 4,061

Change-4,061 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 3,028

Change-3,028 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,861

Change-2,861 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,634

Change-1,634 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,010

Change-1,010 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 736

Change-736 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 643

Change-643 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 363

Change-363 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 224

Change-224 (-100%)

Value—

	Status
Kestra Advisory Services, LLC	INCREASED	205,696	194,982	+10,714	+5%	$9.6M	$10.3M	+$690.5K	2026-11-02
Spectrum Asset Management, Inc. (NB )	DECREASED	90,014	92,169	-2,155	-2%	$4.5M	$4.5M	-$35.1K	2026-10-19
Founders Financial Securities LLC	INCREASED	86,826	77,576	+9,250	+12%	$3.8M	$4.3M	+$524.4K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	71,520	73,921	-2,401	-3%	$3.6M	$3.6M	-$61.8K	2026-11-02
Reap Financial Group, LLC	DECREASED	50,824	59,823	-8,999	-15%	$2.9M	$2.5M	-$403.3K	2026-11-02
Ignite Planners, LLC	INCREASED	38,189	37,914	+275	+1%	$1.9M	$1.9M	+$43.7K	2026-10-14
Cambridge Investment Research Advisors, Inc.	INCREASED	31,428	28,978	+2,450	+8%	$1.4M	$1.6M	+$146.0K	2026-11-02
Santori & Peters, Inc.	INCREASED	30,542	28,204	+2,338	+8%	$1.4M	$1.5M	+$139.3K	2026-10-26
Truist Financial Corp	INCREASED	22,949	21,417	+1,532	+7%	$1.1M	$1.1M	+$93.6K	2026-10-30
Sowell Financial Services LLC	NEW	22,944	—	+22,944	—	—	$1.1M	—	2026-10-23
AlphaStar Capital Management, LLC	DECREASED	22,939	22,975	-36	0%	$1.1M	$1.1M	+$16.3K	2026-10-16
Diversify Wealth Management, LLC	UNCHANGED	17,001	17,001	0	0%	$835.4K	$856.7K	+$21.3K	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	17,001	17,001	0	0%	$835.4K	$856.7K	+$21.3K	2026-10-20
Apollon Wealth Management, LLC	DECREASED	16,650	17,164	-514	-3%	$845.8K	$833.7K	-$12.2K	2026-10-23
Grantvest Financial Group LLC	INCREASED	15,069	13,930	+1,139	+8%	$686.5K	$754.5K	+$68.0K	2026-10-21
Oppenheimer & Co Inc	DECREASED	14,041	60,181	-46,140	-77%	$3.0M	$703.0K	-$2.3M	2026-10-26
RFG Advisory, LLC	DECREASED	13,966	14,238	-272	-2%	$701.6K	$699.3K	-$2.4K	2026-11-03
Chris Bulman Inc	UNCHANGED	13,843	13,843	0	0%	$682.2K	$693.1K	+$10.9K	2026-10-20
StoneX Group Inc.	DECREASED	13,430	16,551	-3,121	-19%	$815.6K	$672.4K	-$143.1K	2026-11-03
Brookstone Capital Management	INCREASED	13,205	12,969	+236	+2%	$639.1K	$661.2K	+$22.1K	2026-10-22
Buck Wealth Strategies, LLC	DECREASED	12,715	14,125	-1,410	-10%	$696.1K	$636.6K	-$59.4K	2026-10-28
Madrona Financial Services, LLC	UNCHANGED	12,568	12,568	0	0%	$619.4K	$629.3K	+$9.9K	2026-10-23
Mission Financial Group, LLC	UNCHANGED	12,512	12,512	0	0%	$616.6K	$626.5K	+$9.9K	2026-10-21
Acorn Financial Advisory Services Inc	NEW	11,235	—	+11,235	—	—	$562.5K	—	2026-11-02
Clear Creek Financial Management, LLC	DECREASED	10,992	11,354	-362	-3%	$559.5K	$550.4K	-$9.2K	2026-10-28
Signal Advisors Wealth, LLC	UNCHANGED	10,945	10,945	0	0%	$539.4K	$548.0K	+$8.6K	2026-10-13
Maltin Wealth Management, Inc.	NEW	10,447	—	+10,447	—	—	$523.1K	—	2026-10-13
Independent Financial Group, LLC	UNCHANGED	9,803	9,803	0	0%	$483.1K	$490.8K	+$7.7K	2026-10-13
Evolution Wealth Management Inc.	INCREASED	9,393	8,213	+1,180	+14%	$404.7K	$470.3K	+$65.6K	2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	UNCHANGED	7,704	7,704	0	0%	$379.7K	$385.7K	+$6.1K	2026-10-14
LVZ, Inc.	INCREASED	7,518	6,017	+1,501	+25%	$296.5K	$376.4K	+$79.9K	2026-10-20
Precedent Wealth Partners, LLC	NEW	7,428	—	+7,428	—	—	$371.9K	—	2026-10-21
Strategic Blueprint, LLC	DECREASED	7,144	8,031	-887	-11%	$395.8K	$357.7K	-$38.1K	2026-10-22
JIM Saulnier & Associates, LLC	UNCHANGED	6,972	6,972	0	0%	$343.6K	$349.1K	+$5.5K	2026-11-04
First Heartland Consultants, Inc.	DECREASED	6,874	7,226	-352	-5%	$356.1K	$344.2K	-$11.9K	2026-10-08
Comprehensive Financial Consultants Institutional, Inc.	INCREASED	6,860	6,761	+99	+1%	$333.2K	$343.5K	+$10.3K	2026-10-15
Nations Financial Group Inc,	UNCHANGED	6,110	6,110	0	0%	$301.1K	$305.9K	+$4.8K	2026-11-05
Wealth Enhancement Advisory Services, LLC	NEW	5,746	—	+5,746	—	—	$290.0K	—	2026-10-13
Sagespring Wealth Partners, LLC	UNCHANGED	5,688	5,688	0	0%	$280.3K	$284.8K	+$4.5K	2026-10-22
VestGen Advisors, LLC	DECREASED	4,917	65,884	-60,967	-93%	$3.2M	$246.2K	-$3.0M	2026-10-27
Core Wealth Partners LLC	UNCHANGED	4,581	4,581	0	0%	$225.8K	$229.4K	+$3.6K	2026-11-02
Echo Wealth Management, LLC	UNCHANGED	4,542	4,542	0	0%	$223.8K	$227.4K	+$3.6K	2026-10-15
BIP Wealth, LLC	UNCHANGED	4,405	4,405	0	0%	$217.1K	$220.6K	+$3.5K	2026-10-22
Concurrent Investment Advisors, LLC	DECREASED	4,303	9,544	-5,241	-55%	$470.3K	$215.5K	-$254.9K	2026-10-16
IFP Advisors, Inc	INCREASED	4,175	4,064	+111	+3%	$200.3K	$209.0K	+$8.8K	2026-10-16
Farther Finance Advisors, LLC	DECREASED	4,132	4,924	-792	-16%	$242.7K	$206.9K	-$35.8K	2026-10-08
CFC Planning Co LLC	NEW	4,024	—	+4,024	—	—	$201.5K	—	2026-10-28
Pinnacle Wealth Planning Services, Inc.	INCREASED	3,928	3,428	+500	+15%	$168.9K	$196.7K	+$27.7K	2026-10-27
Spire Wealth Management	UNCHANGED	3,009	3,009	0	0%	$148.3K	$150.7K	+$2.4K	2026-10-30
Dhjj Financial Advisors, Ltd.	UNCHANGED	1,875	1,875	0	0%	$92.4K	$93.9K	+$1.5K	2026-10-23
Lanark Financial, Inc.	DECREASED	1,718	2,492	-774	-31%	$122.8K	$86.0K	-$36.8K	2026-10-26
Tounjian Advisory Partners, LLC	UNCHANGED	1,629	1,629	0	0%	$80.3K	$81.6K	+$1.3K	2026-11-04
Archer Investment Corp	UNCHANGED	1,047	1,047	0	0%	$51.6K	$52.4K	+$827	2026-11-05
CoreCap Advisors, LLC	DECREASED	1,009	1,118	-109	-10%	$55.1K	$50.5K	-$4.6K	2026-10-08
Capital Investment Advisory Services, LLC	DECREASED	1,004	1,038	-34	-3%	$51.2K	$50.3K	-$868	2026-10-30
Tucker Asset Management LLC	CLOSED	0	149	-149	-100%	$7.3K	$0	-$7.3K	2026-10-29
Envestnet Asset Management Inc	N/A	—	170,273	-170,273	-100%	$8.4M	—	—	—
Raymond James Financial Inc	N/A	—	154,947	-154,947	-100%	$7.6M	—	—	—
LPL Financial LLC	N/A	—	140,226	-140,226	-100%	$6.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	102,783	-102,783	-100%	$5.1M	—	—	—
Cetera Investment Advisers	N/A	—	100,946	-100,946	-100%	$5.0M	—	—	—
Sequent Planning LLC	N/A	—	89,956	-89,956	-100%	$4.4M	—	—	—
Bluespring Wealth Management, LLC	N/A	—	69,460	-69,460	-100%	$3.4M	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	51,142	-51,142	-100%	$2.5M	—	—	—
Harbour Investments, Inc.	N/A	—	47,920	-47,920	-100%	$2.4M	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	47,164	-47,164	-100%	$2.3M	—	—	—
Kovack Advisors, Inc.	N/A	—	44,902	-44,902	-100%	$2.2M	—	—	—
Old Mission Capital LLC	N/A	—	38,456	-38,456	-100%	$1.9M	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	34,730	-34,730	-100%	$1.7M	—	—	—
Arkadios Wealth Advisors	N/A	—	33,830	-33,830	-100%	$1.7M	—	—	—
MML Investors Services, LLC	N/A	—	26,325	-26,325	-100%	$1.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	25,147	-25,147	-100%	$1.2M	—	—	—
Nova Wealth Management, Inc.	N/A	—	24,307	-24,307	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	23,046	-23,046	-100%	$1.1M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	20,402	-20,402	-100%	$1.0M	—	—	—
&partners	N/A	—	16,655	-16,655	-100%	$820.8K	—	—	—
Integrity Financial Corp	N/A	—	14,030	-14,030	-100%	$691.4K	—	—	—
Mutual Advisors, LLC	N/A	—	11,234	-11,234	-100%	$553.6K	—	—	—
HighTower Advisors, LLC	N/A	—	10,444	-10,444	-100%	$514.7K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	10,374	-10,374	-100%	$511.2K	—	—	—
1ST Source Bank	N/A	—	9,653	-9,653	-100%	$475.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	9,559	-9,559	-100%	$471.1K	—	—	—
Mariner, LLC	N/A	—	9,348	-9,348	-100%	$460.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	9,201	-9,201	-100%	$453.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	9,025	-9,025	-100%	$445.0K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	8,771	-8,771	-100%	$432.2K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	7,598	-7,598	-100%	$374.4K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	6,032	-6,032	-100%	$296.9K	—	—	—
CreativeOne Wealth, LLC	N/A	—	6,025	-6,025	-100%	$296.9K	—	—	—
NewEdge Wealth, LLC	N/A	—	5,989	-5,989	-100%	$295.1K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	5,974	-5,974	-100%	$294.4K	—	—	—
Waverly Advisors, LLC	N/A	—	5,807	-5,807	-100%	$286.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,628	-5,628	-100%	$277.3K	—	—	—
Rehmann Capital Advisory Group	N/A	—	5,618	-5,618	-100%	$276.9K	—	—	—
Snowden Capital Advisors LLC	N/A	—	5,480	-5,480	-100%	$270.1K	—	—	—
Savvy Advisors, Inc.	N/A	—	5,291	-5,291	-100%	$260.7K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	4,700	-4,700	-100%	$231.6K	—	—	—
Talon Private Wealth, LLC	N/A	—	4,392	-4,392	-100%	$216.4K	—	—	—
Advisory Services Network, LLC	N/A	—	4,387	-4,387	-100%	$216.2K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	4,127	-4,127	-100%	$203.4K	—	—	—
Barclays PLC	N/A	—	4,071	-4,071	-100%	$200.6K	—	—	—
Money Concepts Capital Corp	N/A	—	4,061	-4,061	-100%	$200.1K	—	—	—
Centaurus Financial, Inc.	N/A	—	3,028	-3,028	-100%	$149.0K	—	—	—
Morgan Stanley	N/A	—	2,861	-2,861	-100%	$141.0K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	2,000	-2,000	-100%	$98.6K	—	—	—
JPMorgan Chase & Co	N/A	—	1,634	-1,634	-100%	$80.5K	—	—	—
AE Wealth Management LLC	N/A	—	1,010	-1,010	-100%	$49.8K	—	—	—
Topsail Wealth Management, LLC	N/A	—	1,000	-1,000	-100%	$49.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	736	-736	-100%	$36.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	643	-643	-100%	$31.7K	—	—	—
Ogorek Anthony Joseph	N/A	—	363	-363	-100%	$17	—	—	—
N.E.W. Advisory Services LLC	N/A	—	300	-300	-100%	$14.8K	—	—	—
Benson Wealth Management Inc	N/A	—	224	-224	-100%	$11.0K	—	—	—

Showing 113 of 113 institutions