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FT Vest US Equity Deep Buffe (DNOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares167,431 from 207,528
Change-40,097 (-19%)
Value$8.8M (-$1.8M)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares125,779 from 125,779
Change0 (0%)
Value$6.6M (+$168.9K)
Filed 2026-10-16
Reap Financial Group, LLC
DECREASED
Shares98,677 from 98,974
Change-297 (0%)
Value$5.2M (+$117.2K)
Filed 2026-11-02
Winnacle Wealth LLC
DECREASED
Shares84,518 from 95,872
Change-11,354 (-12%)
Value$4.5M (-$469.6K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares84,436 from 76,109
Change+8,327 (+11%)
Value$4.4M (+$541.0K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares74,474 from 81,838
Change-7,364 (-9%)
Value$3.9M (-$278.2K)
Filed 2026-10-26
Echo Wealth Management, LLC
INCREASED
Shares73,140 from 72,423
Change+717 (+1%)
Value$3.9M (+$135.0K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares68,880 from 77,006
Change-8,126 (-11%)
Value$3.6M (-$324.8K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares63,495 from 63,291
Change+204 (+0%)
Value$3.3M (+$95.7K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares36,968 from 44,119
Change-7,151 (-16%)
Value$1.9M (-$317.6K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares31,013 from 30,898
Change+115 (+0%)
Value$1.6M (+$47.0K)
Filed 2026-11-02
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares28,275 from 28,381
Change-106 (0%)
Value$1.5M (+$32.5K)
Filed 2026-10-19
Castleview Partners, LLC
DECREASED
Shares25,488 from 25,526
Change-38 (0%)
Value$1.3M (+$32.3K)
Filed 2026-10-09
Keystone Wealth Services, LLC
UNCHANGED
Shares25,048 from 25,048
Change0 (0%)
Value$1.3M (+$33.7K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares22,535 from 22,535
Change0 (0%)
Value$1.2M (+$30.3K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
DECREASED
Shares22,288 from 22,354
Change-66 (0%)
Value$1.2M (+$26.5K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares22,131 from 22,233
Change-102 (0%)
Value$1.2M (+$24.5K)
Filed 2026-10-28
Madrona Financial Services, LLC
UNCHANGED
Shares20,601 from 20,601
Change0 (0%)
Value$1.1M (+$27.7K)
Filed 2026-10-23
LVZ, Inc.
UNCHANGED
Shares17,580 from 17,580
Change0 (0%)
Value$926.3K (+$23.6K)
Filed 2026-10-20
Ignite Planners, LLC
DECREASED
Shares17,191 from 18,834
Change-1,643 (-9%)
Value$905.8K (-$61.3K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,022 from 13,245
Change+3,777 (+29%)
Value$901.1K (+$217.4K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED
Shares16,960 from 16,960
Change0 (0%)
Value$893.7K (+$22.8K)
Filed 2026-10-30
Mission Financial Group, LLC
DECREASED
Shares16,737 from 17,037
Change-300 (-2%)
Value$881.9K (+$7.1K)
Filed 2026-10-21
Encompass More Asset Management
DECREASED
Shares14,691 from 14,819
Change-128 (-1%)
Value$774.1K (+$13.2K)
Filed 2026-10-16
LifeWealth Investments, LLC
UNCHANGED
Shares12,997 from 12,997
Change0 (0%)
Value$684.8K (+$17.5K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares12,004 from 10,411
Change+1,593 (+15%)
Value$632.5K (+$97.9K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares11,987 from 11,959
Change+28 (+0%)
Value$631.6K (+$17.5K)
Filed 2026-11-03
MTM Investment Management, LLC
DECREASED
Shares10,710 from 10,895
Change-185 (-2%)
Value$564.3K (+$4.9K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares10,256 from 10,428
Change-172 (-2%)
Value$540.4K (+$4.9K)
Filed 2026-10-08
Beacon Financial Group
DECREASED
Shares9,815 from 10,177
Change-362 (-4%)
Value$517.2K (-$5.4K)
Filed 2026-10-19
Uptick Partners, LLC
UNCHANGED
Shares9,770 from 9,770
Change0 (0%)
Value$514.8K (+$13.1K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
DECREASED
Shares9,634 from 19,573
Change-9,939 (-51%)
Value$507.6K (-$497.4K)
Filed 2026-10-20
Sage Capital Advisors,llc
UNCHANGED
Shares9,450 from 9,450
Change0 (0%)
Value$497.9K (+$12.7K)
Filed 2026-10-13
Miramontes Capital, LLC
DECREASED
Shares9,227 from 9,324
Change-97 (-1%)
Value$486.2K (+$7.4K)
Filed 2026-10-19
Grantvest Financial Group LLC
DECREASED
Shares8,473 from 8,492
Change-19 (0%)
Value$446.5K (+$10.4K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares8,082 from 12,669
Change-4,587 (-36%)
Value$425.9K (-$224.7K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares7,767 from 7,767
Change0 (0%)
Value$409.3K (+$10.4K)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares6,875 from 6,878
Change-3 (0%)
Value$362.3K (+$9.1K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares6,688 from 7,539
Change-851 (-11%)
Value$352.4K (-$34.7K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares6,485 from 6,657
Change-172 (-3%)
Value$341.7K (-$120)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares5,872 from 7,626
Change-1,754 (-23%)
Value$309.4K (-$82.2K)
Filed 2026-10-15
Focus Financial Network, Inc.
UNCHANGED
Shares4,556 from 4,556
Change0 (0%)
Value$240.1K (+$6.1K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,999 from 4,000
Change-1 (0%)
Value$210.7K (+$5.3K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares3,928 from 5,045
Change-1,117 (-22%)
Value$207.0K (-$52.1K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares3,911 from 5,324
Change-1,413 (-27%)
Value$206.8K (-$66.6K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$58.5K (+$1.5K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares965 from 1,072
Change-107 (-10%)
Value$50.8K (-$4.2K)
Filed 2026-10-08
Vima LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$48.5K (+$1.2K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$31.9K (+$814)
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$31.5K (+$803)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$29.0K (+$738)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$23.7K (+$604)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$7.8K (+$200)
Filed 2026-10-30
Triumph Capital Management
DECREASED
Shares95 from 98
Change-3 (-3%)
Value$5.0K (-$26)
Filed 2026-10-14
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 64,209
Change-64,209 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-21
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 16,323
Change-16,323 (-100%)
Value$0 (-$838.2K)
Filed 2026-10-26
World Equity Group, Inc.
CLOSED
Shares0 from 12,726
Change-12,726 (-100%)
Value$0 (-$653.5K)
Filed 2026-10-14
Arbor Capital Management Inc
CLOSED
Shares0 from 5,414
Change-5,414 (-100%)
Value$0 (-$277.6K)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 190,735
Change-190,735 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 185,611
Change-185,611 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 136,288
Change-136,288 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 117,838
Change-117,838 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 117,291
Change-117,291 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 104,132
Change-104,132 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 88,025
Change-88,025 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 76,109
Change-76,109 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 73,255
Change-73,255 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 65,108
Change-65,108 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 63,336
Change-63,336 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 59,848
Change-59,848 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 57,282
Change-57,282 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 57,245
Change-57,245 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 56,246
Change-56,246 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 35,415
Change-35,415 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 32,956
Change-32,956 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 28,826
Change-28,826 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 27,655
Change-27,655 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 25,895
Change-25,895 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 21,362
Change-21,362 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 19,863
Change-19,863 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,798
Change-18,798 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,951
Change-16,951 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,789
Change-14,789 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,703
Change-14,703 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,526
Change-13,526 (-100%)
Value—
&partners
N/A
Shares— from 12,530
Change-12,530 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 10,794
Change-10,794 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,692
Change-10,692 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,829
Change-9,829 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,312
Change-8,312 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 8,053
Change-8,053 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,448
Change-7,448 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 6,735
Change-6,735 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED167,431207,528-40,097-19%$10.7M$8.8M-$1.8M2026-11-02
IFP Advisors, Inc
UNCHANGED125,779125,77900%$6.5M$6.6M+$168.9K2026-10-16
Reap Financial Group, LLC
DECREASED98,67798,974-2970%$5.1M$5.2M+$117.2K2026-11-02
Winnacle Wealth LLC
DECREASED84,51895,872-11,354-12%$4.9M$4.5M-$469.6K2026-10-15
Founders Financial Securities LLC
INCREASED84,43676,109+8,327+11%$3.9M$4.4M+$541.0K2026-10-28
Oppenheimer & Co Inc
DECREASED74,47481,838-7,364-9%$4.2M$3.9M-$278.2K2026-10-26
Echo Wealth Management, LLC
INCREASED73,14072,423+717+1%$3.7M$3.9M+$135.0K2026-10-15
Kestra Advisory Services, LLC
DECREASED68,88077,006-8,126-11%$4.0M$3.6M-$324.8K2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED63,49563,291+204+0%$3.2M$3.3M+$95.7K2026-11-03
Truist Financial Corp
DECREASED36,96844,119-7,151-16%$2.3M$1.9M-$317.6K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED31,01330,898+115+0%$1.6M$1.6M+$47.0K2026-11-02
Spectrum Asset Management, Inc. (NB )
DECREASED28,27528,381-1060%$1.5M$1.5M+$32.5K2026-10-19
Castleview Partners, LLC
DECREASED25,48825,526-380%$1.3M$1.3M+$32.3K2026-10-09
Keystone Wealth Services, LLC
UNCHANGED25,04825,04800%$1.3M$1.3M+$33.7K2026-11-03
McKinley Carter Wealth Services, Inc.
UNCHANGED22,53522,53500%$1.2M$1.2M+$30.3K2026-10-16
Tounjian Advisory Partners, LLC
DECREASED22,28822,354-660%$1.1M$1.2M+$26.5K2026-11-04
Buck Wealth Strategies, LLC
DECREASED22,13122,233-1020%$1.1M$1.2M+$24.5K2026-10-28
Madrona Financial Services, LLC
UNCHANGED20,60120,60100%$1.1M$1.1M+$27.7K2026-10-23
LVZ, Inc.
UNCHANGED17,58017,58000%$902.7K$926.3K+$23.6K2026-10-20
Ignite Planners, LLC
DECREASED17,19118,834-1,643-9%$967.1K$905.8K-$61.3K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED17,02213,245+3,777+29%$683.7K$901.1K+$217.4K2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED16,96016,96000%$870.9K$893.7K+$22.8K2026-10-30
Mission Financial Group, LLC
DECREASED16,73717,037-300-2%$874.8K$881.9K+$7.1K2026-10-21
Encompass More Asset Management
DECREASED14,69114,819-128-1%$761.0K$774.1K+$13.2K2026-10-16
LifeWealth Investments, LLC
UNCHANGED12,99712,99700%$667.4K$684.8K+$17.5K2026-10-21
Signal Advisors Wealth, LLC
INCREASED12,00410,411+1,593+15%$534.6K$632.5K+$97.9K2026-10-13
RFG Advisory, LLC
INCREASED11,98711,959+28+0%$614.1K$631.6K+$17.5K2026-11-03
MTM Investment Management, LLC
DECREASED10,71010,895-185-2%$559.5K$564.3K+$4.9K2026-10-30
Farther Finance Advisors, LLC
DECREASED10,25610,428-172-2%$535.5K$540.4K+$4.9K2026-10-08
Beacon Financial Group
DECREASED9,81510,177-362-4%$522.6K$517.2K-$5.4K2026-10-19
Uptick Partners, LLC
UNCHANGED9,7709,77000%$501.7K$514.8K+$13.1K2026-11-04
Commonwealth Financial Services, LLC
DECREASED9,63419,573-9,939-51%$1.0M$507.6K-$497.4K2026-10-20
Sage Capital Advisors,llc
UNCHANGED9,4509,45000%$485.3K$497.9K+$12.7K2026-10-13
Miramontes Capital, LLC
DECREASED9,2279,324-97-1%$478.8K$486.2K+$7.4K2026-10-19
Grantvest Financial Group LLC
DECREASED8,4738,492-190%$436.1K$446.5K+$10.4K2026-10-21
Clear Creek Financial Management, LLC
DECREASED8,08212,669-4,587-36%$650.6K$425.9K-$224.7K2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED7,7677,76700%$398.8K$409.3K+$10.4K2026-10-28
Evolution Wealth Management Inc.
DECREASED6,8756,878-30%$353.2K$362.3K+$9.1K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED6,6887,539-851-11%$387.1K$352.4K-$34.7K2026-10-21
Sowell Financial Services LLC
DECREASED6,4856,657-172-3%$341.8K$341.7K-$1202026-10-23
Atria Investments, Inc
DECREASED5,8727,626-1,754-23%$391.6K$309.4K-$82.2K2026-10-15
Focus Financial Network, Inc.
UNCHANGED4,5564,55600%$234.0K$240.1K+$6.1K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED3,9994,000-10%$205.4K$210.7K+$5.3K2026-10-20
Lanark Financial, Inc.
DECREASED3,9285,045-1,117-22%$259.1K$207.0K-$52.1K2026-10-26
Prospera Financial Services Inc
DECREASED3,9115,324-1,413-27%$273.4K$206.8K-$66.6K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED1,1101,11000%$57.0K$58.5K+$1.5K2026-10-23
CoreCap Advisors, LLC
DECREASED9651,072-107-10%$55.0K$50.8K-$4.2K2026-10-08
Vima LLC
UNCHANGED92192100%$47.3K$48.5K+$1.2K2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED60660600%$31.1K$31.9K+$8142026-10-21
Assetmark, Inc
UNCHANGED59859800%$30.7K$31.5K+$8032026-10-21
Financial Perspectives, Inc
UNCHANGED55055000%$28.2K$29.0K+$7382026-11-03
Spire Wealth Management
UNCHANGED45045000%$23.1K$23.7K+$6042026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED14814800%$7.6K$7.8K+$2002026-10-30
Triumph Capital Management
DECREASED9598-3-3%$5.0K$5.0K-$262026-10-14
Precedent Wealth Partners, LLC
CLOSED064,209-64,209-100%$3.3M$0-$3.3M2026-10-21
Ashton Thomas Securities, LLC
CLOSED016,323-16,323-100%$838.2K$0-$838.2K2026-10-26
World Equity Group, Inc.
CLOSED012,726-12,726-100%$653.5K$0-$653.5K2026-10-14
Arbor Capital Management Inc
CLOSED05,414-5,414-100%$277.6K$0-$277.6K2026-10-21
Envestnet Asset Management Inc
N/A—190,735-190,735-100%$9.8M———
Ogorek Anthony Joseph
N/A—185,611-185,611-100%$9.5M———
LPL Financial LLC
N/A—136,288-136,288-100%$7.0M———
Harbour Investments, Inc.
N/A—117,838-117,838-100%$6.1M———
Cetera Investment Advisers
N/A—117,291-117,291-100%$6.0M———
Waverly Advisors, LLC
N/A—104,132-104,132-100%$5.3M———
Osaic Holdings, Inc.
N/A—88,025-88,025-100%$4.5M———
Horizon Investments, LLC
N/A—76,109-76,109-100%$3.9M———
1ST Source Bank
N/A—73,255-73,255-100%$3.8M———
Mariner, LLC
N/A—65,108-65,108-100%$3.3M———
Tanglewood Legacy Advisors, LLC
N/A—63,336-63,336-100%$3.3M———
Advisory Services Network, LLC
N/A—59,848-59,848-100%$3.1M———
Benson Wealth Management Inc
N/A—57,282-57,282-100%$2.9M———
Raymond James Financial Inc
N/A—57,245-57,245-100%$2.9M———
Mutual Advisors, LLC
N/A—56,246-56,246-100%$2.9M———
HighTower Advisors, LLC
N/A—35,415-35,415-100%$1.8M———
MML Investors Services, LLC
N/A—32,956-32,956-100%$1.7M———
Old Mission Capital LLC
N/A—28,826-28,826-100%$1.5M———
Arkadios Wealth Advisors
N/A—27,655-27,655-100%$1.4M———
Nova Wealth Management, Inc.
N/A—25,895-25,895-100%$1.3M———
Bluespring Wealth Management, LLC
N/A—21,362-21,362-100%$1.1M———
Wood Tarver Financial Group, LLC
N/A—19,863-19,863-100%$1.0M———
JPMorgan Chase & Co
N/A—18,798-18,798-100%$961.6K———
Kovack Advisors, Inc.
N/A—16,951-16,951-100%$869.9K———
Ameritas Advisory Services, LLC
N/A—14,789-14,789-100%$759.4K———
HRT Financial LP
N/A—14,703-14,703-100%$754.0K———
Susquehanna International Group, LLP
N/A—13,526-13,526-100%$694.6K———
&partners
N/A—12,530-12,530-100%$643.4K———
Lakeridge Wealth Management LLC
N/A—10,794-10,794-100%$554.3K———
Western Wealth Management, LLC
N/A—10,692-10,692-100%$549.0K———
Arax Advisory Partners
N/A—9,829-9,829-100%$504.7K———
Sanctuary Advisors, LLC
N/A—9,102-9,102-100%$467.4K———
Integrity Financial Corp
N/A—8,487-8,487-100%$435.8K———
First Trust Advisors LP
N/A—8,312-8,312-100%$426.8K———
Capasso Planning Partners LLC
N/A—8,053-8,053-100%$413.5K———
Centaurus Financial, Inc.
N/A—7,448-7,448-100%$382.0K———
Falcon Wealth Planning
N/A—7,284-7,284-100%$374.0K———
Beacon Pointe Advisors, LLC
N/A—7,140-7,140-100%$366.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—6,735-6,735-100%$345.8K———
Per Stirling Capital Management, Llc.
N/A—6,292-6,292-100%$323.1K———
Clearstead Advisors, LLC
N/A—6,124-6,124-100%$314.5K———
Integrated Wealth Concepts LLC
N/A—6,069-6,069-100%$311.6K———
Janney Montgomery Scott LLC
N/A—5,750-5,750-100%$295.0K———
Oder Investment Management, LLC
N/A—5,598-5,598-100%$287.5K———
Royal Bank of Canada
N/A—5,421-5,421-100%$278.0K———
NewEdge Advisors, LLC
N/A—5,050-5,050-100%$259.3K———
CreativeOne Wealth, LLC
N/A—4,885-4,885-100%$250.8K———
AQR Capital Management LLC
N/A—4,719-4,719-100%$242.3K———
Vertex Planning Partners, LLC
N/A—4,676-4,676-100%$240.1K———
Rockefeller Capital Management L.P.
N/A—4,525-4,525-100%$232.4K———
Clark Capital Management Group, Inc.
N/A—4,466-4,466-100%$229.4K———
Wealthgarden F.S. LLC
N/A—4,416-4,416-100%$226.8K———
Advyzon Investment Management, LLC
N/A—4,387-4,387-100%$225.3K———
Kintra Wealth, LLC
N/A—4,345-4,345-100%$227.2K———
Savvy Advisors, Inc.
N/A—3,941-3,941-100%$202.4K———
Barclays PLC
N/A—3,905-3,905-100%$200.5K———
SOA Wealth Advisors, Llc.
N/A—2,821-2,821-100%$144.9K———
Fiduciary Financial Advisors
N/A—2,375-2,375-100%$122.0K———
Allworth Financial LP
N/A—1,600-1,600-100%$82.2K———
Steward Partners Investment Advisory, LLC
N/A—1,450-1,450-100%$74.5K———
Topsail Wealth Management, LLC
N/A—1,005-1,005-100%$51.6K———
Smartleaf Asset Management LLC
N/A—144-144-100%$7.4K———
AE Wealth Management LLC
N/A—117-117-100%$6.0K———
Morgan Stanley
N/A—1-1-100%$51———
Showing 122 of 122 institutions