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FT Vest US Equity Buffer ETF (FMAY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Focus Wealth Advisors, LLC
DECREASED
Shares478,282 from 488,824
Change-10,542 (-2%)
Value$27.4M (-$32.9K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares315,144 from 291,563
Change+23,581 (+8%)
Value$18.1M (+$1.7M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares249,768 from 268,804
Change-19,036 (-7%)
Value$14.3M (-$777.6K)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares230,296 from 234,245
Change-3,949 (-2%)
Value$13.2M (+$47.5K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares191,667 from 191,866
Change-199 (0%)
Value$11.0M (+$213.1K)
Filed 2026-10-28
Keystone Wealth Services, LLC
DECREASED
Shares162,143 from 166,081
Change-3,938 (-2%)
Value$9.3M (-$22.8K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares159,228 from 178,044
Change-18,816 (-11%)
Value$9.1M (-$871.2K)
Filed 2026-10-15
Strategic Blueprint, LLC
DECREASED
Shares94,902 from 102,859
Change-7,957 (-8%)
Value$5.4M (-$336.2K)
Filed 2026-10-22
Sacks & Associates, LLC
DECREASED
Shares92,585 from 93,283
Change-698 (-1%)
Value$5.3M (+$55.1K)
Filed 2026-10-09
BAM Wealth Management, LLC
DECREASED
Shares91,041 from 100,088
Change-9,047 (-9%)
Value$5.2M (-$401.9K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares89,759 from 95,431
Change-5,672 (-6%)
Value$5.1M (-$213.7K)
Filed 2026-11-02
Semus Wealth Partners LLC
UNCHANGED
Shares82,839 from 82,839
Change0 (0%)
Value$4.8M (+$96.9K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares80,863 from 78,386
Change+2,477 (+3%)
Value$4.6M (+$234.0K)
Filed 2026-11-02
Ignite Planners, LLC
DECREASED
Shares73,505 from 74,586
Change-1,081 (-1%)
Value$4.2M (+$25.2K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares59,035 from 58,790
Change+245 (+0%)
Value$3.4M (+$82.8K)
Filed 2026-10-13
Capital CS Group, LLC
DECREASED
Shares50,652 from 54,362
Change-3,710 (-7%)
Value$2.9M (-$149.2K)
Filed 2026-10-29
FWG Investments, Llc.
DECREASED
Shares41,740 from 44,316
Change-2,576 (-6%)
Value$2.4M (-$95.9K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares41,247 from 46,585
Change-5,338 (-11%)
Value$2.4M (-$251.7K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares41,161 from 37,116
Change+4,045 (+11%)
Value$2.4M (+$275.5K)
Filed 2026-10-28
Sloy Dahl & Holst, LLC
DECREASED
Shares40,460 from 41,485
Change-1,025 (-2%)
Value$2.3M (-$10.3K)
Filed 2026-10-14
Wespac Advisors SoCal, LLC
DECREASED
Shares37,486 from 41,490
Change-4,004 (-10%)
Value$2.2M (-$181.2K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares32,448 from 32,669
Change-221 (-1%)
Value$1.9M (+$25.5K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares28,728 from 17,734
Change+10,994 (+62%)
Value$1.6M (+$651.5K)
Filed 2026-10-28
Clear Point Advisors Inc.
NEW
Shares26,094
Change+26,094
Value$1.5M
Filed 2026-10-30
Grantvest Financial Group LLC
DECREASED
Shares25,482 from 28,112
Change-2,630 (-9%)
Value$1.5M (-$118.0K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares24,872 from 23,810
Change+1,062 (+4%)
Value$1.4M (+$88.8K)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
DECREASED
Shares23,895 from 23,921
Change-26 (0%)
Value$1.4M (+$26.5K)
Filed 2026-10-16
Accel Wealth Management
DECREASED
Shares20,953 from 22,130
Change-1,177 (-5%)
Value$1.2M (-$41.6K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares18,860 from 19,308
Change-448 (-2%)
Value$1.1M (-$3.1K)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares17,833 from 19,305
Change-1,472 (-8%)
Value$1.0M (-$61.9K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
DECREASED
Shares17,640 from 17,694
Change-54 (0%)
Value$1.0M (+$17.6K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,572 from 11,773
Change+5,799 (+49%)
Value$1.0M (+$351.4K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares17,224 from 16,288
Change+936 (+6%)
Value$988.1K (+$72.8K)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares17,204 from 17,205
Change-1 (0%)
Value$987.0K (+$20.1K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares15,888 from 15,888
Change0 (0%)
Value$911.5K (+$18.6K)
Filed 2026-10-23
Stonebridge Financial Group, LLC
UNCHANGED
Shares15,649 from 15,649
Change0 (0%)
Value$897.8K (+$18.3K)
Filed 2026-10-01
TopTier Wealth Management, LLC
DECREASED
Shares15,151 from 15,525
Change-374 (-2%)
Value$869.2K (-$3.3K)
Filed 2026-10-16
HBW Advisory Services LLC
UNCHANGED
Shares14,852 from 14,852
Change0 (0%)
Value$852.1K (+$17.4K)
Filed 2026-10-15
TFB Advisors LLC
INCREASED
Shares14,634 from 12,193
Change+2,441 (+20%)
Value$839.6K (+$154.3K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares14,201 from 13,948
Change+253 (+2%)
Value$814.7K (+$30.8K)
Filed 2026-10-08
New Wave Wealth Advisors LLC
UNCHANGED
Shares14,029 from 14,029
Change0 (0%)
Value$816.1K (+$27.6K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares12,783 from 13,155
Change-372 (-3%)
Value$733.4K (-$6.0K)
Filed 2026-10-23
Fragasso Financial Advisors Inc
INCREASED
Shares11,590 from 11,562
Change+28 (+0%)
Value$674.2K (+$24.4K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares10,998 from 11,462
Change-464 (-4%)
Value$631.0K (-$13.2K)
Filed 2026-10-08
Integrity Alliance, Llc.
DECREASED
Shares9,057 from 10,018
Change-961 (-10%)
Value$519.6K (-$43.4K)
Filed 2026-10-29
Bullseye Investment Management, LLC
UNCHANGED
Shares8,900 from 8,900
Change0 (0%)
Value$510.6K (+$10.4K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares7,561 from 6,522
Change+1,039 (+16%)
Value$433.8K (+$67.2K)
Filed 2026-11-02
Legacy Solutions, LLC
UNCHANGED
Shares7,544 from 7,544
Change0 (0%)
Value$432.8K (+$8.8K)
Filed 2026-10-07
Beacon Financial Advisory LLC
UNCHANGED
Shares7,058 from 7,058
Change0 (0%)
Value$404.9K (+$8.3K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares6,990 from 9,173
Change-2,183 (-24%)
Value$398.8K (-$116.8K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares6,944 from 7,369
Change-425 (-6%)
Value$398.0K (-$16.0K)
Filed 2026-10-26
Chris Bulman Inc
DECREASED
Shares6,189 from 6,210
Change-21 (0%)
Value$355.1K (+$6.1K)
Filed 2026-10-20
Novem Group
DECREASED
Shares6,134 from 6,274
Change-140 (-2%)
Value$351.9K (-$691)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares6,103 from 6,007
Change+96 (+2%)
Value$350.1K (+$12.5K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares6,070 from 6,175
Change-105 (-2%)
Value$348.2K (+$1.2K)
Filed 2026-10-30
Foguth Wealth Management, Llc.
UNCHANGED
Shares5,873 from 5,873
Change0 (0%)
Value$337.2K (+$8.1K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares5,501 from 4,876
Change+625 (+13%)
Value$315.6K (+$41.6K)
Filed 2026-10-16
Uptick Partners, LLC
DECREASED
Shares4,950 from 5,070
Change-120 (-2%)
Value$284.0K (-$952)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares4,567 from 4,567
Change0 (0%)
Value$262.0K (+$5.3K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,003 from 4,181
Change-178 (-4%)
Value$229.7K (-$5.3K)
Filed 2026-10-13
Allen Capital Group, LLC
UNCHANGED
Shares3,916 from 3,916
Change0 (0%)
Value$224.7K (+$4.6K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
NEW
Shares3,846
Change+3,846
Value$220.6K
Filed 2026-10-29
First Heartland Consultants, Inc.
DECREASED
Shares3,602 from 3,698
Change-96 (-3%)
Value$206.6K (-$1.2K)
Filed 2026-10-08
Maltin Wealth Management, Inc.
UNCHANGED
Shares3,590 from 3,590
Change0 (0%)
Value$206.0K (+$4.2K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
UNCHANGED
Shares3,562 from 3,562
Change0 (0%)
Value$204.4K (+$4.2K)
Filed 2026-10-28
Monetary Solutions, Ltd
UNCHANGED
Shares2,762 from 2,762
Change0 (0%)
Value$158.5K (+$3.2K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares2,466 from 2,508
Change-42 (-2%)
Value$141.5K (+$525)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$93.3K (+$1.9K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$68.8K (+$1.4K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares933 from 993
Change-60 (-6%)
Value$53.5K (-$2.3K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$29.0K (+$592)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares366 from 270
Change+96 (+36%)
Value$21.0K (+$5.8K)
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.2K (+$351)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
NEW
Shares132
Change+132
Value$7.6K
Filed 2026-10-30
Creative Financial Designs Inc
NEW
Shares123
Change+123
Value$7.1K
Filed 2026-11-04
Decker Retirement Planning Inc.
NEW
Shares78
Change+78
Value$4.5K
Filed 2026-10-19
World Equity Group, Inc.
CLOSED
Shares0 from 11,017
Change-11,017 (-100%)
Value$0 (-$619.2K)
Filed 2026-10-14
Apollon Wealth Management, LLC
CLOSED
Shares0 from 6,364
Change-6,364 (-100%)
Value$0 (-$357.7K)
Filed 2026-10-23
Arbor Capital Management Inc
CLOSED
Shares0 from 4,026
Change-4,026 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-21
VestGen Advisors, LLC
CLOSED
Shares0 from 3,968
Change-3,968 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-27
Envestnet Asset Management Inc
N/A
Shares— from 574,396
Change-574,396 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 430,367
Change-430,367 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 247,878
Change-247,878 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 196,889
Change-196,889 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 181,538
Change-181,538 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 160,806
Change-160,806 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 103,547
Change-103,547 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 76,631
Change-76,631 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 76,402
Change-76,402 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 71,694
Change-71,694 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 62,406
Change-62,406 (-100%)
Value—
Stephens Inc
N/A
Shares— from 53,607
Change-53,607 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,562
Change-36,562 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,441
Change-33,441 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 32,012
Change-32,012 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,719
Change-28,719 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 27,696
Change-27,696 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 27,186
Change-27,186 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 27,098
Change-27,098 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,486
Change-24,486 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 24,198
Change-24,198 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 19,784
Change-19,784 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 18,732
Change-18,732 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 17,895
Change-17,895 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 17,240
Change-17,240 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 16,589
Change-16,589 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 15,584
Change-15,584 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 15,434
Change-15,434 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 15,358
Change-15,358 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,245
Change-15,245 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,827
Change-14,827 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 14,451
Change-14,451 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 14,440
Change-14,440 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 13,708
Change-13,708 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 13,620
Change-13,620 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,449
Change-13,449 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,339
Change-13,339 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,058
Change-13,058 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,318
Change-12,318 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 11,965
Change-11,965 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,463
Change-11,463 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 11,431
Change-11,431 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 11,304
Change-11,304 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,764
Change-10,764 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 10,157
Change-10,157 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,141
Change-10,141 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,618
Change-7,618 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,567
Change-7,567 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 7,399
Change-7,399 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,781
Change-6,781 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,513
Change-4,513 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 192
Change-192 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 63
Change-63 (-100%)
Value—
Status
Focus Wealth Advisors, LLC
DECREASED478,282488,824-10,542-2%$27.5M$27.4M-$32.9K2026-10-14
Assetmark, Inc
INCREASED315,144291,563+23,581+8%$16.4M$18.1M+$1.7M2026-10-21
Commonwealth Equity Services, LLC
DECREASED249,768268,804-19,036-7%$15.1M$14.3M-$777.6K2026-11-02
Reap Financial Group, LLC
DECREASED230,296234,245-3,949-2%$13.2M$13.2M+$47.5K2026-11-02
MGO One Seven LLC
DECREASED191,667191,866-1990%$10.8M$11.0M+$213.1K2026-10-28
Keystone Wealth Services, LLC
DECREASED162,143166,081-3,938-2%$9.3M$9.3M-$22.8K2026-11-03
Atria Investments, Inc
DECREASED159,228178,044-18,816-11%$10.0M$9.1M-$871.2K2026-10-15
Strategic Blueprint, LLC
DECREASED94,902102,859-7,957-8%$5.8M$5.4M-$336.2K2026-10-22
Sacks & Associates, LLC
DECREASED92,58593,283-698-1%$5.3M$5.3M+$55.1K2026-10-09
BAM Wealth Management, LLC
DECREASED91,041100,088-9,047-9%$5.6M$5.2M-$401.9K2026-10-15
Kestra Advisory Services, LLC
DECREASED89,75995,431-5,672-6%$5.4M$5.1M-$213.7K2026-11-02
Semus Wealth Partners LLC
UNCHANGED82,83982,83900%$4.7M$4.8M+$96.9K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED80,86378,386+2,477+3%$4.4M$4.6M+$234.0K2026-11-02
Ignite Planners, LLC
DECREASED73,50574,586-1,081-1%$4.2M$4.2M+$25.2K2026-10-14
Signal Advisors Wealth, LLC
INCREASED59,03558,790+245+0%$3.3M$3.4M+$82.8K2026-10-13
Capital CS Group, LLC
DECREASED50,65254,362-3,710-7%$3.1M$2.9M-$149.2K2026-10-29
FWG Investments, Llc.
DECREASED41,74044,316-2,576-6%$2.5M$2.4M-$95.9K2026-11-03
Integrated Advisors Network LLC
DECREASED41,24746,585-5,338-11%$2.6M$2.4M-$251.7K2026-10-20
Founders Financial Securities LLC
INCREASED41,16137,116+4,045+11%$2.1M$2.4M+$275.5K2026-10-28
Sloy Dahl & Holst, LLC
DECREASED40,46041,485-1,025-2%$2.3M$2.3M-$10.3K2026-10-14
Wespac Advisors SoCal, LLC
DECREASED37,48641,490-4,004-10%$2.3M$2.2M-$181.2K2026-10-13
Independent Financial Group, LLC
DECREASED32,44832,669-221-1%$1.8M$1.9M+$25.5K2026-10-13
Clear Creek Financial Management, LLC
INCREASED28,72817,734+10,994+62%$996.7K$1.6M+$651.5K2026-10-28
Clear Point Advisors Inc.
NEW26,094—+26,094——$1.5M—2026-10-30
Grantvest Financial Group LLC
DECREASED25,48228,112-2,630-9%$1.6M$1.5M-$118.0K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED24,87223,810+1,062+4%$1.3M$1.4M+$88.8K2026-10-16
McKinley Carter Wealth Services, Inc.
DECREASED23,89523,921-260%$1.3M$1.4M+$26.5K2026-10-16
Accel Wealth Management
DECREASED20,95322,130-1,177-5%$1.2M$1.2M-$41.6K2026-10-13
Truist Financial Corp
DECREASED18,86019,308-448-2%$1.1M$1.1M-$3.1K2026-10-30
Brookstone Capital Management
DECREASED17,83319,305-1,472-8%$1.1M$1.0M-$61.9K2026-10-22
Blue Bell Private Wealth Management, LLC
DECREASED17,64017,694-540%$994.4K$1.0M+$17.6K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED17,57211,773+5,799+49%$666.2K$1.0M+$351.4K2026-10-13
RFG Advisory, LLC
INCREASED17,22416,288+936+6%$915.4K$988.1K+$72.8K2026-11-03
Focus Financial Network, Inc.
DECREASED17,20417,205-10%$966.9K$987.0K+$20.1K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED15,88815,88800%$892.9K$911.5K+$18.6K2026-10-23
Stonebridge Financial Group, LLC
UNCHANGED15,64915,64900%$879.5K$897.8K+$18.3K2026-10-01
TopTier Wealth Management, LLC
DECREASED15,15115,525-374-2%$872.5K$869.2K-$3.3K2026-10-16
HBW Advisory Services LLC
UNCHANGED14,85214,85200%$834.7K$852.1K+$17.4K2026-10-15
TFB Advisors LLC
INCREASED14,63412,193+2,441+20%$685.2K$839.6K+$154.3K2026-11-02
CoreCap Advisors, LLC
INCREASED14,20113,948+253+2%$783.9K$814.7K+$30.8K2026-10-08
New Wave Wealth Advisors LLC
UNCHANGED14,02914,02900%$788.4K$816.1K+$27.6K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED12,78313,155-372-3%$739.3K$733.4K-$6.0K2026-10-23
Fragasso Financial Advisors Inc
INCREASED11,59011,562+28+0%$649.8K$674.2K+$24.4K2026-10-13
Farther Finance Advisors, LLC
DECREASED10,99811,462-464-4%$644.2K$631.0K-$13.2K2026-10-08
Integrity Alliance, Llc.
DECREASED9,05710,018-961-10%$563.0K$519.6K-$43.4K2026-10-29
Bullseye Investment Management, LLC
UNCHANGED8,9008,90000%$500.2K$510.6K+$10.4K2026-10-29
Creative Planning
INCREASED7,5616,522+1,039+16%$366.5K$433.8K+$67.2K2026-11-02
Legacy Solutions, LLC
UNCHANGED7,5447,54400%$424.0K$432.8K+$8.8K2026-10-07
Beacon Financial Advisory LLC
UNCHANGED7,0587,05800%$396.7K$404.9K+$8.3K2026-10-16
Prospera Financial Services Inc
DECREASED6,9909,173-2,183-24%$515.5K$398.8K-$116.8K2026-11-04
Park Avenue Securities LLC
DECREASED6,9447,369-425-6%$414.0K$398.0K-$16.0K2026-10-26
Chris Bulman Inc
DECREASED6,1896,210-210%$349.0K$355.1K+$6.1K2026-10-20
Novem Group
DECREASED6,1346,274-140-2%$352.6K$351.9K-$6912026-10-19
Sowell Financial Services LLC
INCREASED6,1036,007+96+2%$337.6K$350.1K+$12.5K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED6,0706,175-105-2%$347.0K$348.2K+$1.2K2026-10-30
Foguth Wealth Management, Llc.
UNCHANGED5,8735,87300%$329.1K$337.2K+$8.1K2026-10-19
IFP Advisors, Inc
INCREASED5,5014,876+625+13%$274.0K$315.6K+$41.6K2026-10-16
Uptick Partners, LLC
DECREASED4,9505,070-120-2%$284.9K$284.0K-$9522026-11-04
Compass Financial Management LLC
UNCHANGED4,5674,56700%$256.7K$262.0K+$5.3K2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED4,0034,181-178-4%$235.0K$229.7K-$5.3K2026-10-13
Allen Capital Group, LLC
UNCHANGED3,9163,91600%$220.1K$224.7K+$4.6K2026-10-27
Gerber Kawasaki Wealth & Investment Management
NEW3,846—+3,846——$220.6K—2026-10-29
First Heartland Consultants, Inc.
DECREASED3,6023,698-96-3%$207.8K$206.6K-$1.2K2026-10-08
Maltin Wealth Management, Inc.
UNCHANGED3,5903,59000%$201.8K$206.0K+$4.2K2026-10-13
Financial Network Wealth Advisors LLC
UNCHANGED3,5623,56200%$200.2K$204.4K+$4.2K2026-10-28
Monetary Solutions, Ltd
UNCHANGED2,7622,76200%$155.2K$158.5K+$3.2K2026-10-22
Lanark Financial, Inc.
DECREASED2,4662,508-42-2%$140.9K$141.5K+$5252026-10-26
Private Trust Co NA
UNCHANGED1,6261,62600%$91.4K$93.3K+$1.9K2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED1,2001,20000%$67.4K$68.8K+$1.4K2026-10-28
Fifth Third Bancorp
DECREASED933993-60-6%$55.8K$53.5K-$2.3K2026-11-05
Triumph Capital Management
UNCHANGED50650600%$28.4K$29.0K+$5922026-10-14
Cape Investment Advisory, Inc.
INCREASED366270+96+36%$15.2K$21.0K+$5.8K2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED30030000%$16.9K$17.2K+$3512026-11-02
Capital Investment Advisory Services, LLC
NEW132—+132——$7.6K—2026-10-30
Creative Financial Designs Inc
NEW123—+123——$7.1K—2026-11-04
Decker Retirement Planning Inc.
NEW78—+78——$4.5K—2026-10-19
World Equity Group, Inc.
CLOSED011,017-11,017-100%$619.2K$0-$619.2K2026-10-14
Apollon Wealth Management, LLC
CLOSED06,364-6,364-100%$357.7K$0-$357.7K2026-10-23
Arbor Capital Management Inc
CLOSED04,026-4,026-100%$225.8K$0-$225.8K2026-10-21
VestGen Advisors, LLC
CLOSED03,968-3,968-100%$223.0K$0-$223.0K2026-10-27
Envestnet Asset Management Inc
N/A—574,396-574,396-100%$32.3M———
Cetera Investment Advisers
N/A—430,367-430,367-100%$24.2M———
Rockefeller Capital Management L.P.
N/A—247,878-247,878-100%$13.9M———
LPL Financial LLC
N/A—196,889-196,889-100%$11.1M———
Raymond James Financial Inc
N/A—181,538-181,538-100%$10.2M———
Osaic Holdings, Inc.
N/A—160,806-160,806-100%$9.0M———
Tanglewood Legacy Advisors, LLC
N/A—103,547-103,547-100%$5.8M———
CreativeOne Wealth, LLC
N/A—76,631-76,631-100%$4.3M———
MML Investors Services, LLC
N/A—76,402-76,402-100%$4.3M———
FSB Premier Wealth Management, Inc.
N/A—71,694-71,694-100%$4.0M———
Main Street Financial Solutions, LLC
N/A—62,406-62,406-100%$3.5M———
Stephens Inc
N/A—53,607-53,607-100%$3.0M———
NewEdge Advisors, LLC
N/A—36,562-36,562-100%$2.1M———
Harbour Investments, Inc.
N/A—33,441-33,441-100%$1.9M———
1776 Wealth LLC
N/A—32,012-32,012-100%$1.8M———
Susquehanna International Group, LLP
N/A—28,719-28,719-100%$1.6M———
Integrity Financial Corp
N/A—27,696-27,696-100%$1.6M———
Centaurus Financial, Inc.
N/A—27,186-27,186-100%$1.5M———
Captrust Financial Advisors
N/A—27,098-27,098-100%$1.5M———
Principal Securities, Inc.
N/A—24,486-24,486-100%$1.4M———
Janney Montgomery Scott LLC
N/A—24,198-24,198-100%$1.4M———
Cozad Asset Management Inc
N/A—19,784-19,784-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—18,732-18,732-100%$1.1M———
Bleakley Financial Group, LLC
N/A—17,895-17,895-100%$1.0M———
Silver OAK Securities, Incorporated
N/A—17,240-17,240-100%$968.9K———
Thoroughbred Financial Services, LLC
N/A—16,589-16,589-100%$932.0K———
Kintra Wealth, LLC
N/A—15,584-15,584-100%$899.4K———
Oakmont Advisory Group, LLC
N/A—15,434-15,434-100%$867.4K———
PNC Financial Services Group, Inc.
N/A—15,358-15,358-100%$863.1K———
Mutual Advisors, LLC
N/A—15,245-15,245-100%$856.8K———
Sanctuary Advisors, LLC
N/A—14,827-14,827-100%$833.3K———
Fiduciary Financial Advisors
N/A—14,451-14,451-100%$811.9K———
Transcend Capital Advisors, LLC
N/A—14,440-14,440-100%$811.5K———
Harvest Investment Services, LLC
N/A—13,708-13,708-100%$770.4K———
Modern Wealth Management, LLC
N/A—13,620-13,620-100%$765.4K———
Geneos Wealth Management Inc.
N/A—13,449-13,449-100%$755.8K———
Savvy Advisors, Inc.
N/A—13,339-13,339-100%$749.7K———
Integrated Wealth Concepts LLC
N/A—13,058-13,058-100%$733.9K———
Ameritas Advisory Services, LLC
N/A—12,318-12,318-100%$692.3K———
SOA Wealth Advisors, Llc.
N/A—11,965-11,965-100%$672.4K———
Wealthgarden F.S. LLC
N/A—11,806-11,806-100%$663.5K———
Legacy Wealth Managment, LLC
N/A—11,463-11,463-100%$644.2K———
Merit Financial Group, LLC
N/A—11,431-11,431-100%$642.4K———
Wood Tarver Financial Group, LLC
N/A—11,304-11,304-100%$635.0K———
Steward Partners Investment Advisory, LLC
N/A—10,764-10,764-100%$604.9K———
First Trust Advisors LP
N/A—10,157-10,157-100%$570.8K———
Keating Financial Advisory Services, Inc.
N/A—10,141-10,141-100%$569.9K———
Citadel Advisors LLC
N/A—9,792-9,792-100%$550.3K———
AQR Capital Management LLC
N/A—9,500-9,500-100%$533.9K———
Arkadios Wealth Advisors
N/A—8,465-8,465-100%$475.7K———
HighTower Advisors, LLC
N/A—7,618-7,618-100%$428.1K———
Mariner, LLC
N/A—7,567-7,567-100%$425.3K———
Advisor Resource Council
N/A—7,399-7,399-100%$417.4K———
Texas Capital Bank Wealth Management Services Inc
N/A—6,936-6,936-100%$389.8K———
Royal Bank of Canada
N/A—6,781-6,781-100%$381.0K———
Maridea Wealth Management LLC
N/A—6,435-6,435-100%$361.6K———
ForthRight Wealth Management, LLC
N/A—6,035-6,035-100%$339.2K———
Envestnet Portfolio Solutions, Inc.
N/A—5,835-5,835-100%$327.9K———
Kovack Advisors, Inc.
N/A—5,745-5,745-100%$322.8K———
Kingsview Wealth Management, LLC
N/A—5,525-5,525-100%$310.5K———
Foundations Investment Advisors, LLC
N/A—5,518-5,518-100%$310.1K———
Faithward Advisors, LLC
N/A—5,395-5,395-100%$303.2K———
Jaffetilchin Investment Partners, LLC
N/A—5,239-5,239-100%$294.4K———
Advyzon Investment Management, LLC
N/A—5,072-5,072-100%$285.0K———
Gateway Wealth Partners, LLC
N/A—5,003-5,003-100%$281.2K———
Old Mission Capital LLC
N/A—4,839-4,839-100%$272.0K———
OneDigital Investment Advisors LLC
N/A—4,513-4,513-100%$253.6K———
Prosperity Consulting Group, LLC
N/A—4,175-4,175-100%$234.6K———
Stonebridge Financial Planning Group, LLC
N/A—3,890-3,890-100%$218.6K———
HBK Sorce Advisory LLC
N/A—3,805-3,805-100%$218.4K———
Beacon Pointe Advisors, LLC
N/A—3,802-3,802-100%$213.7K———
Aptus Capital Advisors, LLC
N/A—3,720-3,720-100%$209.1K———
United Capital Financial Advisors, LLC
N/A—3,640-3,640-100%$204.5K———
Insigneo Advisory Services, LLC
N/A—3,597-3,597-100%$202.2K———
Barclays PLC
N/A—3,551-3,551-100%$199.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,238-2,238-100%$125.8K———
BFC Planning, Inc.
N/A—2,238-2,238-100%$125.8K———
JPMorgan Chase & Co
N/A—1,792-1,792-100%$100.2K———
National Bank of Canada
N/A—1,700-1,700-100%$95.5K———
AE Wealth Management LLC
N/A—1,558-1,558-100%$87.6K———
Allworth Financial LP
N/A—1,003-1,003-100%$56.4K———
Ameritas Investment Partners, Inc.
N/A—905-905-100%$50.9K———
Nova Wealth Management, Inc.
N/A—500-500-100%$28.1K———
Continuum Advisory, LLC
N/A—216-216-100%$12.1K———
Wells Fargo & Company
N/A—192-192-100%$10.8K———
Morgan Stanley
N/A—63-63-100%$3.5K———
Showing 166 of 166 institutions