IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest U.S. Equity Buffer E (FSEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealthcare Advisory Partners LLC
INCREASED
Shares743,635 from 741,908
Change+1,727 (+0%)
Value$42.5M (+$1.6M)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares325,231 from 212,430
Change+112,801 (+53%)
Value$18.6M (+$6.9M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares319,440 from 298,150
Change+21,290 (+7%)
Value$18.2M (+$1.8M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares189,846 from 191,163
Change-1,317 (-1%)
Value$10.8M (+$316.6K)
Filed 2026-11-02
Atria Investments, Inc
NEW
Shares156,623
Change+156,623
Value$8.9M
Filed 2026-10-15
Reap Financial Group, LLC
INCREASED
Shares141,495 from 125,551
Change+15,944 (+13%)
Value$8.1M (+$1.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares113,569 from 110,990
Change+2,579 (+2%)
Value$6.5M (+$374.9K)
Filed 2026-11-02
Schulz Wealth, Ltd.
DECREASED
Shares101,947 from 103,086
Change-1,139 (-1%)
Value$5.8M (+$146.3K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares91,054 from 84,737
Change+6,317 (+7%)
Value$5.2M (+$534.6K)
Filed 2026-10-22
BAM Wealth Management, LLC
NEW
Shares90,310
Change+90,310
Value$5.2M
Filed 2026-10-15
Keystone Wealth Services, LLC
DECREASED
Shares90,024 from 93,482
Change-3,458 (-4%)
Value$5.1M (+$384)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares74,713 from 69,276
Change+5,437 (+8%)
Value$4.3M (+$452.0K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
DECREASED
Shares60,447 from 60,522
Change-75 (0%)
Value$3.5M (+$165.7K)
Filed 2026-10-13
ERn Financial, LLC
INCREASED
Shares43,260 from 42,838
Change+422 (+1%)
Value$2.5M (+$111.9K)
Filed 2026-10-28
New Wave Wealth Advisors LLC
NEW
Shares36,870
Change+36,870
Value$2.1M
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares34,304 from 30,388
Change+3,916 (+13%)
Value$2.0M (+$286.0K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares31,596 from 31,873
Change-277 (-1%)
Value$1.8M (+$49.5K)
Filed 2026-10-29
Sloy Dahl & Holst, LLC
DECREASED
Shares29,951 from 30,482
Change-531 (-2%)
Value$1.7M (+$32.2K)
Filed 2026-10-14
Prospera Financial Services Inc
DECREASED
Shares29,470 from 69,160
Change-39,690 (-57%)
Value$1.7M (-$2.1M)
Filed 2026-11-04
FWG Investments, Llc.
DECREASED
Shares28,088 from 28,845
Change-757 (-3%)
Value$1.6M (+$15.9K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED
Shares27,659 from 27,803
Change-144 (-1%)
Value$1.6M (+$48.8K)
Filed 2026-10-29
Semus Wealth Partners LLC
NEW
Shares27,252
Change+27,252
Value$1.6M
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED
Shares26,376 from 26,406
Change-30 (0%)
Value$1.5M (+$52.4K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
DECREASED
Shares23,887 from 24,564
Change-677 (-3%)
Value$1.4M (+$11.7K)
Filed 2026-10-13
Accel Wealth Management
DECREASED
Shares21,421 from 21,691
Change-270 (-1%)
Value$1.2M (+$29.0K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares21,371 from 21,609
Change-238 (-1%)
Value$1.2M (+$30.7K)
Filed 2026-10-28
Legacy Solutions, LLC
UNCHANGED
Shares20,674 from 20,674
Change0 (0%)
Value$1.2M (+$42.4K)
Filed 2026-10-07
Clear Creek Financial Management, LLC
INCREASED
Shares20,179 from 19,179
Change+1,000 (+5%)
Value$1.2M (+$96.4K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares18,500 from 16,900
Change+1,600 (+9%)
Value$1.1M (+$126.1K)
Filed 2026-10-29
RFG Advisory, LLC
INCREASED
Shares18,265 from 17,344
Change+921 (+5%)
Value$1.0M (+$88.2K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares17,811 from 19,824
Change-2,013 (-10%)
Value$1.0M (-$74.4K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares17,581 from 17,554
Change+27 (+0%)
Value$1.0M (+$37.5K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares16,902 from 5,001
Change+11,901 (+238%)
Value$965.6K (+$690.2K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares16,840 from 15,747
Change+1,093 (+7%)
Value$962.1K (+$94.7K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED
Shares16,693 from 17,108
Change-415 (-2%)
Value$953.7K (+$11.4K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,044 from 8,106
Change+7,938 (+98%)
Value$925.0K (+$474.9K)
Filed 2026-10-13
Park National Corp
NEW
Shares15,843
Change+15,843
Value$905.1K
Filed 2026-10-05
TFB Advisors LLC
INCREASED
Shares14,832 from 12,459
Change+2,373 (+19%)
Value$847.4K (+$161.1K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares13,900 from 6,220
Change+7,680 (+123%)
Value$794.1K (+$451.5K)
Filed 2026-10-23
Beacon Financial Group
DECREASED
Shares13,783 from 14,563
Change-780 (-5%)
Value$787.4K (-$14.7K)
Filed 2026-10-19
Swmg, LLC
UNCHANGED
Shares13,621 from 13,621
Change0 (0%)
Value$779.9K (+$24.8K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares12,880 from 13,755
Change-875 (-6%)
Value$735.8K (-$21.8K)
Filed 2026-10-23
Chris Bulman Inc
INCREASED
Shares12,088 from 11,471
Change+617 (+5%)
Value$690.6K (+$58.8K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares11,816 from 10,217
Change+1,599 (+16%)
Value$675.0K (+$112.3K)
Filed 2026-11-06
Ignite Planners, LLC
DECREASED
Shares10,745 from 11,645
Change-900 (-8%)
Value$613.9K (-$27.5K)
Filed 2026-10-14
ACT Advisors, Llc.
DECREASED
Shares10,172 from 12,468
Change-2,296 (-18%)
Value$581.1K (-$105.6K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares9,538 from 8,530
Change+1,008 (+12%)
Value$545.0K (+$75.0K)
Filed 2026-10-26
Novem Group
UNCHANGED
Shares9,125 from 9,125
Change0 (0%)
Value$521.3K (+$18.7K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares8,638 from 6,133
Change+2,505 (+41%)
Value$493.5K (+$155.7K)
Filed 2026-10-23
Clarus Group, Inc.
NEW
Shares8,417
Change+8,417
Value$480.9K
Filed 2026-10-21
Diversify Advisory Services, LLC
UNCHANGED
Shares8,283 from 8,283
Change0 (0%)
Value$477.3K (+$20.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
UNCHANGED
Shares8,283 from 8,283
Change0 (0%)
Value$477.3K (+$20.6K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares7,690 from 7,440
Change+250 (+3%)
Value$439.3K (+$29.5K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares7,298 from 3,607
Change+3,691 (+102%)
Value$416.9K (+$218.3K)
Filed 2026-10-26
Merit Financial Group, LLC
DECREASED
Shares6,846 from 10,142
Change-3,296 (-32%)
Value$391.1K (-$167.5K)
Filed 2026-11-06
Share Andrew L.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$342.8K (+$12.3K)
Filed 2026-11-06
Brown Wealth Management, LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$291.4K (+$10.5K)
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares4,947 from 4,947
Change0 (0%)
Value$282.6K (+$10.1K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares4,926 from 5,044
Change-118 (-2%)
Value$281.4K (+$3.6K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares4,767 from 5,520
Change-753 (-14%)
Value$272.3K (-$31.7K)
Filed 2026-10-08
Citizens Financial Group Inc
INCREASED
Shares4,677 from 4,038
Change+639 (+16%)
Value$267.2K (+$44.8K)
Filed 2026-10-23
MBL Wealth, LLC
DECREASED
Shares4,656 from 5,076
Change-420 (-8%)
Value$266.0K (-$13.6K)
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares4,614 from 6,473
Change-1,859 (-29%)
Value$260.2K (-$93.0K)
Filed 2026-11-03
Capital CS Group, LLC
NEW
Shares4,335
Change+4,335
Value$247.7K
Filed 2026-10-29
TopTier Wealth Management, LLC
DECREASED
Shares4,117 from 5,741
Change-1,624 (-28%)
Value$235.2K (-$81.0K)
Filed 2026-10-16
LVZ, Inc.
NEW
Shares3,850
Change+3,850
Value$220.0K
Filed 2026-10-20
Cypress Capital Group
UNCHANGED
Shares3,844 from 3,844
Change0 (0%)
Value$219.6K (+$7.9K)
Filed 2026-11-03
Triad Wealth Partners, LLC
NEW
Shares3,793
Change+3,793
Value$216.7K
Filed 2026-10-26
Sigma Planning Corp
UNCHANGED
Shares3,661 from 3,661
Change0 (0%)
Value$209.2K (+$7.5K)
Filed 2026-10-23
Avion Wealth
UNCHANGED
Shares3,647 from 3,647
Change0 (0%)
Value$208.0K (+$8.0K)
Filed 2026-11-04
Barclays PLC
UNCHANGED
Shares3,639 from 3,639
Change0 (0%)
Value$207.9K (+$7.5K)
Filed 2026-11-06
Noble Wealth Management PBC
DECREASED
Shares3,610 from 4,515
Change-905 (-20%)
Value$206.2K (-$42.4K)
Filed 2026-10-01
Fonville Wealth Management LLC
NEW
Shares3,572
Change+3,572
Value$204.1K
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares3,447 from 3,372
Change+75 (+2%)
Value$196.9K (+$11.2K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$144.3K (+$5.2K)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares2,250 from 3,000
Change-750 (-25%)
Value$128.5K (-$36.7K)
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$91.4K (+$3.3K)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$63.8K (+$2.3K)
Filed 2026-10-28
Reicon Wealth Advisors, LLC
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$55.4K (+$2.0K)
Filed 2026-11-04
Compass Financial Management LLC
NEW
Shares836
Change+836
Value$47.8K
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$38.6K (+$1.4K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares426 from 300
Change+126 (+42%)
Value$24.3K (+$7.8K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares371 from 276
Change+95 (+34%)
Value$21.2K (+$6.0K)
Filed 2026-10-13
Spire Wealth Management
NEW
Shares256
Change+256
Value$14.6K
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.0K (+$38)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$914 (+$33)
Filed 2026-10-28
Arbor Capital Management Inc
CLOSED
Shares0 from 5,498
Change-5,498 (-100%)
Value$0 (-$302.3K)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
CLOSED
Shares0 from 3,638
Change-3,638 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-02
Osaic Holdings, Inc.
N/A
Shares— from 297,940
Change-297,940 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 217,847
Change-217,847 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 196,805
Change-196,805 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 182,416
Change-182,416 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 84,069
Change-84,069 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 73,408
Change-73,408 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 67,191
Change-67,191 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 62,632
Change-62,632 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 58,463
Change-58,463 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 42,121
Change-42,121 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 34,882
Change-34,882 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,507
Change-32,507 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 30,503
Change-30,503 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 26,967
Change-26,967 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,721
Change-25,721 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 24,698
Change-24,698 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 24,451
Change-24,451 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 22,437
Change-22,437 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,189
Change-22,189 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 21,678
Change-21,678 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 21,113
Change-21,113 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 20,101
Change-20,101 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 19,132
Change-19,132 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 18,865
Change-18,865 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,966
Change-17,966 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,137
Change-16,137 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,182
Change-15,182 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 14,622
Change-14,622 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,968
Change-13,968 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,881
Change-13,881 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 13,677
Change-13,677 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,799
Change-12,799 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,353
Change-12,353 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,896
Change-11,896 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,671
Change-11,671 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,337
Change-11,337 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,323
Change-9,323 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,864
Change-8,864 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,405
Change-8,405 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,749
Change-7,749 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 19
Change-19 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Wealthcare Advisory Partners LLC
INCREASED743,635741,908+1,727+0%$40.9M$42.5M+$1.6M2026-10-21
LPL Financial LLC
INCREASED325,231212,430+112,801+53%$11.7M$18.6M+$6.9M2026-11-06
Assetmark, Inc
INCREASED319,440298,150+21,290+7%$16.4M$18.2M+$1.8M2026-10-21
Commonwealth Equity Services, LLC
DECREASED189,846191,163-1,317-1%$10.5M$10.8M+$316.6K2026-11-02
Atria Investments, Inc
NEW156,623—+156,623——$8.9M—2026-10-15
Reap Financial Group, LLC
INCREASED141,495125,551+15,944+13%$6.9M$8.1M+$1.2M2026-11-02
Kestra Advisory Services, LLC
INCREASED113,569110,990+2,579+2%$6.1M$6.5M+$374.9K2026-11-02
Schulz Wealth, Ltd.
DECREASED101,947103,086-1,139-1%$5.7M$5.8M+$146.3K2026-11-03
Strategic Blueprint, LLC
INCREASED91,05484,737+6,317+7%$4.7M$5.2M+$534.6K2026-10-22
BAM Wealth Management, LLC
NEW90,310—+90,310——$5.2M—2026-10-15
Keystone Wealth Services, LLC
DECREASED90,02493,482-3,458-4%$5.1M$5.1M+$3842026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED74,71369,276+5,437+8%$3.8M$4.3M+$452.0K2026-11-02
Fragasso Financial Advisors Inc
DECREASED60,44760,522-750%$3.3M$3.5M+$165.7K2026-10-13
ERn Financial, LLC
INCREASED43,26042,838+422+1%$2.4M$2.5M+$111.9K2026-10-28
New Wave Wealth Advisors LLC
NEW36,870—+36,870——$2.1M—2026-10-19
Founders Financial Securities LLC
INCREASED34,30430,388+3,916+13%$1.7M$2.0M+$286.0K2026-10-28
Gerber Kawasaki Wealth & Investment Management
DECREASED31,59631,873-277-1%$1.8M$1.8M+$49.5K2026-10-29
Sloy Dahl & Holst, LLC
DECREASED29,95130,482-531-2%$1.7M$1.7M+$32.2K2026-10-14
Prospera Financial Services Inc
DECREASED29,47069,160-39,690-57%$3.8M$1.7M-$2.1M2026-11-04
FWG Investments, Llc.
DECREASED28,08828,845-757-3%$1.6M$1.6M+$15.9K2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED27,65927,803-144-1%$1.5M$1.6M+$48.8K2026-10-29
Semus Wealth Partners LLC
NEW27,252—+27,252——$1.6M—2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED26,37626,406-300%$1.5M$1.5M+$52.4K2026-10-16
Signal Advisors Wealth, LLC
DECREASED23,88724,564-677-3%$1.4M$1.4M+$11.7K2026-10-13
Accel Wealth Management
DECREASED21,42121,691-270-1%$1.2M$1.2M+$29.0K2026-10-13
MGO One Seven LLC
DECREASED21,37121,609-238-1%$1.2M$1.2M+$30.7K2026-10-28
Legacy Solutions, LLC
UNCHANGED20,67420,67400%$1.1M$1.2M+$42.4K2026-10-07
Clear Creek Financial Management, LLC
INCREASED20,17919,179+1,000+5%$1.1M$1.2M+$96.4K2026-10-28
Integrity Alliance, Llc.
INCREASED18,50016,900+1,600+9%$930.9K$1.1M+$126.1K2026-10-29
RFG Advisory, LLC
INCREASED18,26517,344+921+5%$955.3K$1.0M+$88.2K2026-11-03
Truist Financial Corp
DECREASED17,81119,824-2,013-10%$1.1M$1.0M-$74.4K2026-10-30
CoreCap Advisors, LLC
INCREASED17,58117,554+27+0%$966.9K$1.0M+$37.5K2026-10-08
Brookstone Capital Management
INCREASED16,9025,001+11,901+238%$275.5K$965.6K+$690.2K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED16,84015,747+1,093+7%$867.4K$962.1K+$94.7K2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED16,69317,108-415-2%$942.3K$953.7K+$11.4K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED16,0448,106+7,938+98%$450.0K$925.0K+$474.9K2026-10-13
Park National Corp
NEW15,843—+15,843——$905.1K—2026-10-05
TFB Advisors LLC
INCREASED14,83212,459+2,373+19%$686.2K$847.4K+$161.1K2026-11-02
Apollon Wealth Management, LLC
INCREASED13,9006,220+7,680+123%$342.6K$794.1K+$451.5K2026-10-23
Beacon Financial Group
DECREASED13,78314,563-780-5%$802.1K$787.4K-$14.7K2026-10-19
Swmg, LLC
UNCHANGED13,62113,62100%$755.1K$779.9K+$24.8K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED12,88013,755-875-6%$757.6K$735.8K-$21.8K2026-10-23
Chris Bulman Inc
INCREASED12,08811,471+617+5%$631.8K$690.6K+$58.8K2026-10-20
PNC Financial Services Group, Inc.
INCREASED11,81610,217+1,599+16%$562.8K$675.0K+$112.3K2026-11-06
Ignite Planners, LLC
DECREASED10,74511,645-900-8%$641.4K$613.9K-$27.5K2026-10-14
ACT Advisors, Llc.
DECREASED10,17212,468-2,296-18%$686.7K$581.1K-$105.6K2026-10-15
Park Avenue Securities LLC
INCREASED9,5388,530+1,008+12%$470.0K$545.0K+$75.0K2026-10-26
Novem Group
UNCHANGED9,1259,12500%$502.6K$521.3K+$18.7K2026-10-19
Sowell Financial Services LLC
INCREASED8,6386,133+2,505+41%$337.8K$493.5K+$155.7K2026-10-23
Clarus Group, Inc.
NEW8,417—+8,417——$480.9K—2026-10-21
Diversify Advisory Services, LLC
UNCHANGED8,2838,28300%$456.8K$477.3K+$20.6K2026-10-20
Diversify Wealth Management, LLC
UNCHANGED8,2838,28300%$456.8K$477.3K+$20.6K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED7,6907,440+250+3%$409.8K$439.3K+$29.5K2026-11-06
Lanark Financial, Inc.
INCREASED7,2983,607+3,691+102%$198.7K$416.9K+$218.3K2026-10-26
Merit Financial Group, LLC
DECREASED6,84610,142-3,296-32%$558.6K$391.1K-$167.5K2026-11-06
Share Andrew L.
UNCHANGED6,0006,00000%$330.5K$342.8K+$12.3K2026-11-06
Brown Wealth Management, LLC
UNCHANGED5,1005,10000%$280.9K$291.4K+$10.5K2026-10-20
Archer Investment Corp
UNCHANGED4,9474,94700%$272.5K$282.6K+$10.1K2026-11-05
Csenge Advisory Group
DECREASED4,9265,044-118-2%$277.8K$281.4K+$3.6K2026-11-04
Farther Finance Advisors, LLC
DECREASED4,7675,520-753-14%$304.0K$272.3K-$31.7K2026-10-08
Citizens Financial Group Inc
INCREASED4,6774,038+639+16%$222.4K$267.2K+$44.8K2026-10-23
MBL Wealth, LLC
DECREASED4,6565,076-420-8%$279.6K$266.0K-$13.6K2026-10-22
StoneX Group Inc.
DECREASED4,6146,473-1,859-29%$353.2K$260.2K-$93.0K2026-11-03
Capital CS Group, LLC
NEW4,335—+4,335——$247.7K—2026-10-29
TopTier Wealth Management, LLC
DECREASED4,1175,741-1,624-28%$316.2K$235.2K-$81.0K2026-10-16
LVZ, Inc.
NEW3,850—+3,850——$220.0K—2026-10-20
Cypress Capital Group
UNCHANGED3,8443,84400%$211.7K$219.6K+$7.9K2026-11-03
Triad Wealth Partners, LLC
NEW3,793—+3,793——$216.7K—2026-10-26
Sigma Planning Corp
UNCHANGED3,6613,66100%$201.6K$209.2K+$7.5K2026-10-23
Avion Wealth
UNCHANGED3,6473,64700%$200.0K$208.0K+$8.0K2026-11-04
Barclays PLC
UNCHANGED3,6393,63900%$200.4K$207.9K+$7.5K2026-11-06
Noble Wealth Management PBC
DECREASED3,6104,515-905-20%$248.7K$206.2K-$42.4K2026-10-01
Fonville Wealth Management LLC
NEW3,572—+3,572——$204.1K—2026-10-28
IFP Advisors, Inc
INCREASED3,4473,372+75+2%$185.7K$196.9K+$11.2K2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED2,5252,52500%$139.1K$144.3K+$5.2K2026-10-28
Parallel Advisors, LLC
DECREASED2,2503,000-750-25%$165.2K$128.5K-$36.7K2026-11-03
Albion Financial Group
UNCHANGED1,6001,60000%$88.1K$91.4K+$3.3K2026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED1,1171,11700%$61.5K$63.8K+$2.3K2026-10-28
Reicon Wealth Advisors, LLC
UNCHANGED97097000%$53.4K$55.4K+$2.0K2026-11-04
Compass Financial Management LLC
NEW836—+836——$47.8K—2026-10-30
PFS Partners, LLC
UNCHANGED67567500%$37.2K$38.6K+$1.4K2026-10-21
Creative Financial Designs Inc
INCREASED426300+126+42%$16.5K$24.3K+$7.8K2026-11-04
Cape Investment Advisory, Inc.
INCREASED371276+95+34%$15.2K$21.2K+$6.0K2026-10-13
Spire Wealth Management
NEW256—+256——$14.6K—2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED181800%$991$1.0K+$382026-10-30
Evolution Wealth Management Inc.
UNCHANGED161600%$881$914+$332026-10-28
Arbor Capital Management Inc
CLOSED05,498-5,498-100%$302.3K$0-$302.3K2026-10-21
Acorn Financial Advisory Services Inc
CLOSED03,638-3,638-100%$200.4K$0-$200.4K2026-11-02
Osaic Holdings, Inc.
N/A—297,940-297,940-100%$16.4M———
Cetera Investment Advisers
N/A—217,847-217,847-100%$12.0M———
Envestnet Asset Management Inc
N/A—196,805-196,805-100%$10.8M———
Raymond James Financial Inc
N/A—182,416-182,416-100%$10.0M———
MML Investors Services, LLC
N/A—84,069-84,069-100%$4.6M———
1776 Wealth LLC
N/A—73,408-73,408-100%$4.0M———
Harbour Investments, Inc.
N/A—67,191-67,191-100%$3.7M———
HRT Financial LP
N/A—62,632-62,632-100%$3.4M———
Old Mission Capital LLC
N/A—58,463-58,463-100%$3.2M———
Integrity Financial Corp
N/A—42,121-42,121-100%$2.3M———
Steward Partners Investment Advisory, LLC
N/A—34,882-34,882-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—32,507-32,507-100%$1.8M———
Beck Capital Management, LLC
N/A—30,503-30,503-100%$1.7M———
Janney Montgomery Scott LLC
N/A—26,967-26,967-100%$1.5M———
Mariner, LLC
N/A—25,721-25,721-100%$1.4M———
Bleakley Financial Group, LLC
N/A—24,698-24,698-100%$1.4M———
Octavia Wealth Advisors, LLC
N/A—24,451-24,451-100%$1.3M———
American Alpha Advisors, LLC
N/A—22,437-22,437-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—22,189-22,189-100%$1.2M———
FSB Premier Wealth Management, Inc.
N/A—21,678-21,678-100%$1.2M———
Centaurus Financial, Inc.
N/A—21,113-21,113-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—20,101-20,101-100%$1.1M———
Wood Tarver Financial Group, LLC
N/A—19,132-19,132-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—18,865-18,865-100%$1.0M———
Royal Bank of Canada
N/A—17,966-17,966-100%$989.0K———
Sanctuary Advisors, LLC
N/A—16,137-16,137-100%$888.8K———
Beacon Pointe Advisors, LLC
N/A—15,182-15,182-100%$836.2K———
LM Advisors LLC
N/A—14,622-14,622-100%$805.0K———
Foundations Investment Advisors, LLC
N/A—13,968-13,968-100%$769.4K———
CreativeOne Wealth, LLC
N/A—13,881-13,881-100%$764.6K———
JPMorgan Chase & Co
N/A—13,815-13,815-100%$758.0K———
Kintra Wealth, LLC
N/A—13,677-13,677-100%$772.4K———
Harvest Investment Services, LLC
N/A—12,799-12,799-100%$705.0K———
Goldman Sachs Group Inc
N/A—12,353-12,353-100%$680.4K———
Main Street Financial Solutions, LLC
N/A—11,896-11,896-100%$655.2K———
NewEdge Advisors, LLC
N/A—11,671-11,671-100%$642.8K———
Fiduciary Financial Advisors
N/A—11,585-11,585-100%$637.9K———
Mutual Advisors, LLC
N/A—11,337-11,337-100%$624.4K———
Focus Partners Wealth
N/A—10,900-10,900-100%$600.4K———
Keating Financial Advisory Services, Inc.
N/A—10,356-10,356-100%$570.4K———
Morgan Stanley
N/A—9,550-9,550-100%$526.0K———
AQR Capital Management LLC
N/A—9,492-9,492-100%$522.8K———
Snowden Capital Advisors LLC
N/A—9,323-9,323-100%$513.5K———
United Capital Financial Advisors, LLC
N/A—8,864-8,864-100%$488.5K———
HighTower Advisors, LLC
N/A—8,405-8,405-100%$463.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,799-7,799-100%$429.6K———
BFC Planning, Inc.
N/A—7,749-7,749-100%$426.8K———
Insigneo Advisory Services, LLC
N/A—7,494-7,494-100%$412.8K———
Summit Wealth Partners, LLC
N/A—7,314-7,314-100%$402.9K———
AE Wealth Management LLC
N/A—7,239-7,239-100%$398.7K———
Stephens Inc
N/A—6,702-6,702-100%$369.1K———
Allie Family Office LLC
N/A—5,950-5,950-100%$327.7K———
SOA Wealth Advisors, Llc.
N/A—5,813-5,813-100%$314.9K———
First Trust Advisors LP
N/A—5,545-5,545-100%$305.4K———
Wealthgarden F.S. LLC
N/A—5,326-5,326-100%$293.4K———
Gateway Wealth Partners, LLC
N/A—5,109-5,109-100%$281.4K———
World Investment Advisors
N/A—4,932-4,932-100%$271.5K———
Prosperity Consulting Group, LLC
N/A—4,840-4,840-100%$266.6K———
Fortress Private Ledger, LLC
N/A—4,781-4,781-100%$263.3K———
Waverly Advisors, LLC
N/A—4,665-4,665-100%$256.9K———
Sequent Planning LLC
N/A—4,439-4,439-100%$244.5K———
Savvy Advisors, Inc.
N/A—4,357-4,357-100%$240.0K———
Navis Wealth Advisors, LLC
N/A—3,960-3,960-100%$218.1K———
Faithward Advisors, LLC
N/A—3,960-3,960-100%$218.1K———
Capital Analysts, LLC
N/A—3,006-3,006-100%$166.0K———
Tanglewood Legacy Advisors, LLC
N/A—2,822-2,822-100%$155.4K———
Darwin Wealth Management, LLC
N/A—1,718-1,718-100%$94.6K———
Glen Eagle Advisors, LLC
N/A—1,300-1,300-100%$71.6K———
Topsail Wealth Management, LLC
N/A—1,143-1,143-100%$63.0K———
Ameritas Investment Partners, Inc.
N/A—500-500-100%$27.5K———
O'shaughnessy Asset Management, LLC
N/A—259-259-100%$14.3K———
Continuum Advisory, LLC
N/A—221-221-100%$12.2K———
N.E.W. Advisory Services LLC
N/A—90-90-100%$5.0K———
IFG Advisory, LLC
N/A—84-84-100%$4.6K———
Wells Fargo & Company
N/A—19-19-100%$1.0K———
Smartleaf Asset Management LLC
N/A—9-9-100%$494———
Showing 164 of 164 institutions