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FT Vest US Equity Deep Buffe (DMAY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares272,747 from 273,257
Change-510 (0%)
Value$13.1M (+$202.9K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares141,549 from 143,853
Change-2,304 (-2%)
Value$6.8M (+$9.2K)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares141,451 from 149,318
Change-7,867 (-5%)
Value$6.8M (-$253.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares141,336 from 171,620
Change-30,284 (-18%)
Value$6.8M (-$1.3M)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares138,915 from 143,662
Change-4,747 (-3%)
Value$6.7M (-$108.1K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares120,733 from 112,739
Change+7,994 (+7%)
Value$5.8M (+$477.1K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares91,121 from 81,461
Change+9,660 (+12%)
Value$4.4M (+$531.0K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares59,103 from 63,700
Change-4,597 (-7%)
Value$2.8M (-$167.4K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares55,128 from 55,931
Change-803 (-1%)
Value$2.6M (+$8.0K)
Filed 2026-10-22
Decker Wealth Management LLC
DECREASED
Shares47,621 from 47,889
Change-268 (-1%)
Value$2.3M (+$27.0K)
Filed 2026-10-09
Commonwealth Financial Services, LLC
INCREASED
Shares32,298 from 32,294
Change+4 (+0%)
Value$1.5M (+$27.1K)
Filed 2026-10-20
New Wave Wealth Advisors LLC
UNCHANGED
Shares29,400 from 29,400
Change0 (0%)
Value$1.4M (+$40.3K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares28,546 from 25,790
Change+2,756 (+11%)
Value$1.4M (+$154.0K)
Filed 2026-11-02
TopTier Wealth Management, LLC
UNCHANGED
Shares27,691 from 27,691
Change0 (0%)
Value$1.3M (+$23.0K)
Filed 2026-10-16
Maltin Wealth Management, Inc.
UNCHANGED
Shares24,014 from 24,014
Change0 (0%)
Value$1.2M (+$20.0K)
Filed 2026-10-13
Sloy Dahl & Holst, LLC
DECREASED
Shares21,105 from 22,105
Change-1,000 (-5%)
Value$1.0M (-$29.6K)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares18,284 from 18,308
Change-24 (0%)
Value$876.8K (+$14.1K)
Filed 2026-10-28
Grantvest Financial Group LLC
DECREASED
Shares18,229 from 19,461
Change-1,232 (-6%)
Value$874.1K (-$42.9K)
Filed 2026-10-21
Money Concepts Capital Corp
UNCHANGED
Shares18,038 from 18,038
Change0 (0%)
Value$865.0K (+$15.0K)
Filed 2026-11-06
Ignite Planners, LLC
DECREASED
Shares18,014 from 25,144
Change-7,130 (-28%)
Value$863.8K (-$321.0K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares17,346 from 19,846
Change-2,500 (-13%)
Value$831.8K (-$103.4K)
Filed 2026-10-20
Santori & Peters, Inc.
UNCHANGED
Shares17,012 from 17,012
Change0 (0%)
Value$815.8K (+$14.2K)
Filed 2026-10-26
AlphaStar Capital Management, LLC
DECREASED
Shares16,532 from 16,545
Change-13 (0%)
Value$792.7K (+$13.1K)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares14,769 from 19,022
Change-4,253 (-22%)
Value$707.2K (-$189.1K)
Filed 2026-11-03
Wetzel Investment Advisors, Inc.
DECREASED
Shares14,051 from 14,564
Change-513 (-4%)
Value$673.8K (-$12.5K)
Filed 2026-10-13
JIM Saulnier & Associates, LLC
UNCHANGED
Shares13,131 from 13,131
Change0 (0%)
Value$629.7K (+$10.9K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares12,998 from 12,954
Change+44 (+0%)
Value$623.3K (+$12.9K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares12,053 from 11,589
Change+464 (+4%)
Value$578.0K (+$31.9K)
Filed 2026-10-08
Uptick Partners, LLC
DECREASED
Shares11,140 from 11,260
Change-120 (-1%)
Value$534.2K (+$3.6K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares10,740 from 10,740
Change0 (0%)
Value$515.0K (+$8.9K)
Filed 2026-10-30
Winnacle Wealth LLC
DECREASED
Shares9,659 from 11,305
Change-1,646 (-15%)
Value$463.2K (-$69.5K)
Filed 2026-10-15
Mission Financial Group, LLC
INCREASED
Shares9,651 from 9,634
Change+17 (+0%)
Value$462.8K (+$8.8K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
DECREASED
Shares8,885 from 10,005
Change-1,120 (-11%)
Value$426.1K (-$45.4K)
Filed 2026-10-28
Schwallier Wealth Management LLC
DECREASED
Shares8,278 from 8,351
Change-73 (-1%)
Value$396.9K (+$3.4K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares8,274 from 8,329
Change-55 (-1%)
Value$396.8K (+$4.3K)
Filed 2026-10-22
LVZ, Inc.
UNCHANGED
Shares8,022 from 8,022
Change0 (0%)
Value$384.7K (+$6.7K)
Filed 2026-10-20
Madrona Financial Services, LLC
UNCHANGED
Shares7,852 from 7,852
Change0 (0%)
Value$376.5K (+$6.5K)
Filed 2026-10-23
First Heartland Consultants, Inc.
UNCHANGED
Shares6,344 from 6,344
Change0 (0%)
Value$304.2K (+$5.3K)
Filed 2026-10-08
Core Wealth Partners LLC
DECREASED
Shares6,250 from 6,600
Change-350 (-5%)
Value$299.7K (-$11.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,513
Change+4,513
Value$218.1K
Filed 2026-10-13
Barclays PLC
UNCHANGED
Shares4,232 from 4,232
Change0 (0%)
Value$202.9K (+$3.5K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$159.1K (+$2.8K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares3,100 from 4,100
Change-1,000 (-24%)
Value$148.7K (-$44.5K)
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares2,970 from 2,970
Change0 (0%)
Value$142.4K (+$2.5K)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$83.5K (+$1.5K)
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$56.0K (+$971)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,090 from 1,245
Change-155 (-12%)
Value$52.3K (-$6.4K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares1,060 from 1,173
Change-113 (-10%)
Value$50.8K (-$4.4K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$22.3K (+$389)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$17.6K (+$306)
Filed 2026-10-28
Assetmark, Inc
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$16.3K (+$282)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares325 from 118
Change+207 (+175%)
Value$15.6K (+$10.0K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.0K (+$52)
Filed 2026-11-04
Arbor Capital Management Inc
CLOSED
Shares0 from 4,714
Change-4,714 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-21
Brookstone Capital Management
CLOSED
Shares0 from 4,511
Change-4,511 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 4,289
Change-4,289 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-23
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$70.7K)
Filed 2026-10-29
Envestnet Asset Management Inc
N/A
Shares— from 300,279
Change-300,279 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 198,006
Change-198,006 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 140,152
Change-140,152 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 107,651
Change-107,651 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 100,098
Change-100,098 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 94,620
Change-94,620 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 92,652
Change-92,652 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 89,563
Change-89,563 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 81,461
Change-81,461 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 68,288
Change-68,288 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 53,757
Change-53,757 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 47,670
Change-47,670 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 46,326
Change-46,326 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 33,338
Change-33,338 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 32,998
Change-32,998 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 31,076
Change-31,076 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,174
Change-25,174 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 19,297
Change-19,297 (-100%)
Value—
&partners
N/A
Shares— from 18,705
Change-18,705 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,340
Change-18,340 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 15,019
Change-15,019 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,964
Change-14,964 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,548
Change-14,548 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,431
Change-14,431 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,717
Change-10,717 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,522
Change-10,522 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 9,226
Change-9,226 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,885
Change-8,885 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,042
Change-7,042 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 665
Change-665 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 173
Change-173 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
UBS Group AG
N/A
Shares— from 56
Change-56 (-100%)
Value—
Status
Spectrum Asset Management, Inc. (NB )
DECREASED272,747273,257-5100%$12.9M$13.1M+$202.9K2026-10-19
Truist Financial Corp
DECREASED141,549143,853-2,304-2%$6.8M$6.8M+$9.2K2026-10-30
Kestra Advisory Services, LLC
DECREASED141,451149,318-7,867-5%$7.0M$6.8M-$253.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED141,336171,620-30,284-18%$8.1M$6.8M-$1.3M2026-11-02
Reap Financial Group, LLC
DECREASED138,915143,662-4,747-3%$6.8M$6.7M-$108.1K2026-11-02
LPL Financial LLC
INCREASED120,733112,739+7,994+7%$5.3M$5.8M+$477.1K2026-11-06
Founders Financial Securities LLC
INCREASED91,12181,461+9,660+12%$3.8M$4.4M+$531.0K2026-10-28
Maia Wealth LLC
DECREASED59,10363,700-4,597-7%$3.0M$2.8M-$167.4K2026-10-19
Strategic Blueprint, LLC
DECREASED55,12855,931-803-1%$2.6M$2.6M+$8.0K2026-10-22
Decker Wealth Management LLC
DECREASED47,62147,889-268-1%$2.3M$2.3M+$27.0K2026-10-09
Commonwealth Financial Services, LLC
INCREASED32,29832,294+4+0%$1.5M$1.5M+$27.1K2026-10-20
New Wave Wealth Advisors LLC
UNCHANGED29,40029,40000%$1.4M$1.4M+$40.3K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED28,54625,790+2,756+11%$1.2M$1.4M+$154.0K2026-11-02
TopTier Wealth Management, LLC
UNCHANGED27,69127,69100%$1.3M$1.3M+$23.0K2026-10-16
Maltin Wealth Management, Inc.
UNCHANGED24,01424,01400%$1.1M$1.2M+$20.0K2026-10-13
Sloy Dahl & Holst, LLC
DECREASED21,10522,105-1,000-5%$1.0M$1.0M-$29.6K2026-10-14
Evolution Wealth Management Inc.
DECREASED18,28418,308-240%$862.7K$876.8K+$14.1K2026-10-28
Grantvest Financial Group LLC
DECREASED18,22919,461-1,232-6%$917.0K$874.1K-$42.9K2026-10-21
Money Concepts Capital Corp
UNCHANGED18,03818,03800%$850.0K$865.0K+$15.0K2026-11-06
Ignite Planners, LLC
DECREASED18,01425,144-7,130-28%$1.2M$863.8K-$321.0K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED17,34619,846-2,500-13%$935.1K$831.8K-$103.4K2026-10-20
Santori & Peters, Inc.
UNCHANGED17,01217,01200%$801.6K$815.8K+$14.2K2026-10-26
AlphaStar Capital Management, LLC
DECREASED16,53216,545-130%$779.6K$792.7K+$13.1K2026-10-16
StoneX Group Inc.
DECREASED14,76919,022-4,253-22%$896.3K$707.2K-$189.1K2026-11-03
Wetzel Investment Advisors, Inc.
DECREASED14,05114,564-513-4%$686.3K$673.8K-$12.5K2026-10-13
JIM Saulnier & Associates, LLC
UNCHANGED13,13113,13100%$618.7K$629.7K+$10.9K2026-11-04
RFG Advisory, LLC
INCREASED12,99812,954+44+0%$610.4K$623.3K+$12.9K2026-11-03
Farther Finance Advisors, LLC
INCREASED12,05311,589+464+4%$546.1K$578.0K+$31.9K2026-10-08
Uptick Partners, LLC
DECREASED11,14011,260-120-1%$530.6K$534.2K+$3.6K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED10,74010,74000%$506.1K$515.0K+$8.9K2026-10-30
Winnacle Wealth LLC
DECREASED9,65911,305-1,646-15%$532.7K$463.2K-$69.5K2026-10-15
Mission Financial Group, LLC
INCREASED9,6519,634+17+0%$453.9K$462.8K+$8.8K2026-10-21
Buck Wealth Strategies, LLC
DECREASED8,88510,005-1,120-11%$471.4K$426.1K-$45.4K2026-10-28
Schwallier Wealth Management LLC
DECREASED8,2788,351-73-1%$393.5K$396.9K+$3.4K2026-11-05
Sagespring Wealth Partners, LLC
DECREASED8,2748,329-55-1%$392.5K$396.8K+$4.3K2026-10-22
LVZ, Inc.
UNCHANGED8,0228,02200%$378.0K$384.7K+$6.7K2026-10-20
Madrona Financial Services, LLC
UNCHANGED7,8527,85200%$370.0K$376.5K+$6.5K2026-10-23
First Heartland Consultants, Inc.
UNCHANGED6,3446,34400%$298.9K$304.2K+$5.3K2026-10-08
Core Wealth Partners LLC
DECREASED6,2506,600-350-5%$311.0K$299.7K-$11.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW4,513—+4,513——$218.1K—2026-10-13
Barclays PLC
UNCHANGED4,2324,23200%$199.4K$202.9K+$3.5K2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED3,3183,31800%$156.3K$159.1K+$2.8K2026-11-03
Spire Wealth Management
DECREASED3,1004,100-1,000-24%$193.2K$148.7K-$44.5K2026-10-30
IMG Wealth Management, Inc.
UNCHANGED2,9702,97000%$139.9K$142.4K+$2.5K2026-10-27
Private Trust Co NA
UNCHANGED1,7421,74200%$82.1K$83.5K+$1.5K2026-10-20
Triumph Capital Management
UNCHANGED1,1671,16700%$55.0K$56.0K+$9712026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED1,0901,245-155-12%$58.7K$52.3K-$6.4K2026-10-23
CoreCap Advisors, LLC
DECREASED1,0601,173-113-10%$55.3K$50.8K-$4.4K2026-10-08
Lanark Financial, Inc.
UNCHANGED46646600%$22.0K$22.3K+$3892026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED36836800%$17.3K$17.6K+$3062026-10-28
Assetmark, Inc
UNCHANGED33933900%$16.0K$16.3K+$2822026-10-21
IFP Advisors, Inc
INCREASED325118+207+175%$5.6K$15.6K+$10.0K2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED626200%$2.9K$3.0K+$522026-11-04
Arbor Capital Management Inc
CLOSED04,714-4,714-100%$221.8K$0-$221.8K2026-10-21
Brookstone Capital Management
CLOSED04,511-4,511-100%$212.6K$0-$212.6K2026-10-22
Kingswood Wealth Advisors, LLC
CLOSED04,289-4,289-100%$202.1K$0-$202.1K2026-10-23
Bullseye Investment Management, LLC
CLOSED01,500-1,500-100%$70.7K$0-$70.7K2026-10-29
Envestnet Asset Management Inc
N/A—300,279-300,279-100%$14.1M———
Raymond James Financial Inc
N/A—198,006-198,006-100%$9.3M———
Janney Montgomery Scott LLC
N/A—140,152-140,152-100%$6.6M———
Ausdal Financial Partners, Inc.
N/A—107,651-107,651-100%$5.1M———
Tanglewood Legacy Advisors, LLC
N/A—100,098-100,098-100%$4.7M———
Cetera Investment Advisers
N/A—94,620-94,620-100%$4.5M———
Bluespring Wealth Management, LLC
N/A—92,652-92,652-100%$4.4M———
Osaic Holdings, Inc.
N/A—89,563-89,563-100%$4.2M———
Horizon Investments, LLC
N/A—81,461-81,461-100%$3.8M———
Harbour Investments, Inc.
N/A—68,288-68,288-100%$3.2M———
1ST Source Bank
N/A—53,757-53,757-100%$2.5M———
Kovack Advisors, Inc.
N/A—47,670-47,670-100%$2.2M———
Ritter Daniher Financial Advisory LLC / de
N/A—46,326-46,326-100%$2.2M———
Wood Tarver Financial Group, LLC
N/A—33,338-33,338-100%$1.6M———
Ogorek Anthony Joseph
N/A—32,998-32,998-100%$1.6M———
Mutual Advisors, LLC
N/A—31,076-31,076-100%$1.5M———
MML Investors Services, LLC
N/A—25,174-25,174-100%$1.2M———
Integrity Financial Corp
N/A—19,297-19,297-100%$909.3K———
&partners
N/A—18,705-18,705-100%$881.4K———
JPMorgan Chase & Co
N/A—18,340-18,340-100%$860.0K———
Nova Wealth Management, Inc.
N/A—15,019-15,019-100%$707.7K———
Waverly Advisors, LLC
N/A—14,964-14,964-100%$705.1K———
Susquehanna International Group, LLP
N/A—14,548-14,548-100%$685.5K———
Ameritas Advisory Services, LLC
N/A—14,431-14,431-100%$680.0K———
Mariner, LLC
N/A—10,717-10,717-100%$505.0K———
Hollencrest Capital Management
N/A—10,600-10,600-100%$499.5K———
Brown Advisory Inc
N/A—10,522-10,522-100%$495.8K———
Advance Capital Management, Inc.
N/A—9,752-9,752-100%$459.5K———
Oakmont Advisory Group, LLC
N/A—9,226-9,226-100%$434.7K———
Goldman Sachs Group Inc
N/A—8,885-8,885-100%$418.7K———
Sanctuary Advisors, LLC
N/A—8,340-8,340-100%$393.0K———
Cozad Asset Management Inc
N/A—8,061-8,061-100%$379.8K———
Main Street Financial Solutions, LLC
N/A—7,116-7,116-100%$335.3K———
Rehmann Capital Advisory Group
N/A—7,042-7,042-100%$331.8K———
Per Stirling Capital Management, Llc.
N/A—6,382-6,382-100%$300.7K———
HighTower Advisors, LLC
N/A—5,062-5,062-100%$238.5K———
Sequent Planning LLC
N/A—5,011-5,011-100%$236.1K———
Rockefeller Capital Management L.P.
N/A—3,577-3,577-100%$168.5K———
Morgan Stanley
N/A—3,043-3,043-100%$143.4K———
SOA Wealth Advisors, Llc.
N/A—3,030-3,030-100%$142.8K———
AE Wealth Management LLC
N/A—1,807-1,807-100%$85.1K———
Keating Financial Advisory Services, Inc.
N/A—1,797-1,797-100%$84.7K———
NewEdge Advisors, LLC
N/A—1,683-1,683-100%$79.3K———
Geneos Wealth Management Inc.
N/A—750-750-100%$35.3K———
Arax Advisory Partners
N/A—665-665-100%$31.3K———
BFC Planning, Inc.
N/A—173-173-100%$8.2K———
Smartleaf Asset Management LLC
N/A—153-153-100%$7.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—100-100-100%$4.7K———
HHM Wealth Advisors, LLC
N/A—78-78-100%$3.7K———
UBS Group AG
N/A—56-56-100%$2.6K———
Showing 107 of 107 institutions