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FT Vest US Equity Moderate B (GAUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares316,444 from 279,530
Change+36,914 (+13%)
Value$13.3M (+$1.7M)
Filed 2026-11-02
Archer Investment Corp
INCREASED
Shares305,260 from 1,477
Change+303,783 (+20568%)
Value$12.9M (+$12.8M)
Filed 2026-11-05
First International Bank of Israel Ltd.
NEW
Shares230,000
Change+230,000
Value$9.7M
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares206,791 from 181,305
Change+25,486 (+14%)
Value$8.7M (+$1.2M)
Filed 2026-11-02
Milestone Asset Management, LLC
INCREASED
Shares156,345 from 149,372
Change+6,973 (+5%)
Value$6.6M (+$395.9K)
Filed 2026-10-15
VestGen Advisors, LLC
NEW
Shares80,543
Change+80,543
Value$3.4M
Filed 2026-10-27
Schulz Wealth, Ltd.
UNCHANGED
Shares76,101 from 76,101
Change0 (0%)
Value$3.2M (+$52.1K)
Filed 2026-11-03
Sage Capital Advisors,llc
INCREASED
Shares55,385 from 54,533
Change+852 (+2%)
Value$2.3M (+$73.2K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares53,739 from 43,958
Change+9,781 (+22%)
Value$2.3M (+$441.9K)
Filed 2026-10-22
Chris Bulman Inc
INCREASED
Shares53,615 from 43,286
Change+10,329 (+24%)
Value$2.3M (+$464.5K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares49,249 from 28,785
Change+20,464 (+71%)
Value$2.1M (+$881.3K)
Filed 2026-10-16
Founders Financial Securities LLC
INCREASED
Shares47,685 from 44,760
Change+2,925 (+7%)
Value$2.0M (+$153.8K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares46,505 from 47,072
Change-567 (-1%)
Value$2.0M (+$8.4K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares44,262
Change+44,262
Value$1.9M
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares40,756 from 29,818
Change+10,938 (+37%)
Value$1.7M (+$481.0K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares35,170 from 35,170
Change0 (0%)
Value$1.5M (+$24.1K)
Filed 2026-10-14
City Holding Co
DECREASED
Shares33,350 from 55,600
Change-22,250 (-40%)
Value$1.4M (-$898.4K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
DECREASED
Shares33,053 from 38,015
Change-4,962 (-13%)
Value$1.4M (-$182.9K)
Filed 2026-10-15
LVZ, Inc.
INCREASED
Shares30,427 from 17,960
Change+12,467 (+69%)
Value$1.3M (+$537.2K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares23,949 from 11,577
Change+12,372 (+107%)
Value$727.4K (+$528.8K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares23,769 from 19,445
Change+4,324 (+22%)
Value$1.0M (+$195.4K)
Filed 2026-10-30
Uptick Partners, LLC
INCREASED
Shares23,493 from 17,707
Change+5,786 (+33%)
Value$989.2K (+$255.7K)
Filed 2026-11-04
Kestra Investment Management, LLC
INCREASED
Shares22,407 from 17,597
Change+4,810 (+27%)
Value$943.4K (+$214.6K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares17,700
Change+17,700
Value$745.3K
Filed 2026-11-03
WealthPLAN Partners, LLC
DECREASED
Shares14,133 from 14,134
Change-1 (0%)
Value$595.1K (+$9.6K)
Filed 2026-10-15
Range Financial Group LLC
NEW
Shares13,980
Change+13,980
Value$588.6K
Filed 2026-10-21
Reicon Wealth Advisors, LLC
INCREASED
Shares13,264 from 2,911
Change+10,353 (+356%)
Value$558.5K (+$437.9K)
Filed 2026-11-04
Park Avenue Securities LLC
NEW
Shares13,035
Change+13,035
Value$549.0K
Filed 2026-10-26
Diligent Investors, LLC
INCREASED
Shares12,965 from 7,465
Change+5,500 (+74%)
Value$545.9K (+$236.7K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
UNCHANGED
Shares12,695 from 12,695
Change0 (0%)
Value$534.5K (+$8.7K)
Filed 2026-10-30
Lionshead Wealth Management, LLC
NEW
Shares12,322
Change+12,322
Value$518.8K
Filed 2026-10-21
Seven Hills Financial, LLC
NEW
Shares12,097
Change+12,097
Value$509.3K
Filed 2026-10-13
SAX Wealth Advisors, LLC
NEW
Shares11,390
Change+11,390
Value$479.6K
Filed 2026-10-13
Keystone Wealth Services, LLC
INCREASED
Shares10,451 from 10,401
Change+50 (+0%)
Value$440.1K (+$9.3K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares10,377 from 9,466
Change+911 (+10%)
Value$436.9K (+$44.8K)
Filed 2026-10-08
HBW Advisory Services LLC
UNCHANGED
Shares9,753 from 9,753
Change0 (0%)
Value$410.6K (+$6.7K)
Filed 2026-10-15
Grantvest Financial Group LLC
DECREASED
Shares9,256 from 9,373
Change-117 (-1%)
Value$389.7K (+$1.5K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
NEW
Shares9,193
Change+9,193
Value$387.1K
Filed 2026-10-29
Mayfair Advisory Group, LLC
UNCHANGED
Shares9,123 from 9,123
Change0 (0%)
Value$384.1K (+$5.0K)
Filed 2026-10-20
ProCore Advisors, LLC
NEW
Shares8,833
Change+8,833
Value$371.9K
Filed 2026-10-14
Madrona Financial Services, LLC
UNCHANGED
Shares7,308 from 7,308
Change0 (0%)
Value$307.7K (+$5.0K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares6,814 from 6,814
Change0 (0%)
Value$289.3K (+$5.9K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares6,699 from 5,509
Change+1,190 (+22%)
Value$282.1K (+$53.9K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares6,667 from 6,667
Change0 (0%)
Value$280.7K (+$4.6K)
Filed 2026-10-29
MGO One Seven LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$277.9K (+$4.5K)
Filed 2026-10-28
Ignite Planners, LLC
NEW
Shares6,527
Change+6,527
Value$274.8K
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares6,004 from 5,686
Change+318 (+6%)
Value$252.8K (+$17.3K)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares5,675 from 9,565
Change-3,890 (-41%)
Value$238.9K (-$157.2K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED
Shares5,610 from 5,022
Change+588 (+12%)
Value$236.2K (+$28.2K)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares5,246 from 5,246
Change0 (0%)
Value$220.9K (+$3.6K)
Filed 2026-10-27
Cornerstone Wealth, LLC
UNCHANGED
Shares5,119 from 5,119
Change0 (0%)
Value$215.3K (+$2.1K)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares4,991 from 4,399
Change+592 (+13%)
Value$210.1K (+$27.9K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares4,781 from 4,646
Change+135 (+3%)
Value$201.3K (+$8.9K)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
DECREASED
Shares4,458 from 5,249
Change-791 (-15%)
Value$187.7K (-$29.7K)
Filed 2026-10-28
Reap Financial Group, LLC
UNCHANGED
Shares4,261 from 4,261
Change0 (0%)
Value$179.4K (+$2.9K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares1,782 from 1,782
Change0 (0%)
Value$75.0K (+$1.2K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$58.0K (+$1.0K)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$49.2K (+$801)
Filed 2026-10-20
Creative Financial Designs Inc
UNCHANGED
Shares1,135 from 1,135
Change0 (0%)
Value$47.8K (+$777)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$11.6K (+$188)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$3.7K (+$60)
Filed 2026-10-15
Americana Partners, LLC
CLOSED
Shares0 from 93,760
Change-93,760 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-28
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 5,843
Change-5,843 (-100%)
Value$0 (-$242.0K)
Filed 2026-10-21
Crosspoint Financial, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$207.1K)
Filed 2026-11-03
Arax Advisory Partners
N/A
Shares— from 1,526,954
Change-1,526,954 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 253,335
Change-253,335 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 119,908
Change-119,908 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,168
Change-75,168 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 67,608
Change-67,608 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 54,972
Change-54,972 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 51,556
Change-51,556 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 48,766
Change-48,766 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 44,435
Change-44,435 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 42,313
Change-42,313 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 30,932
Change-30,932 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 29,110
Change-29,110 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 26,024
Change-26,024 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,243
Change-22,243 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,202
Change-22,202 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,310
Change-21,310 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,988
Change-20,988 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 20,671
Change-20,671 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,570
Change-20,570 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,509
Change-20,509 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,885
Change-17,885 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 17,517
Change-17,517 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 16,764
Change-16,764 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 15,897
Change-15,897 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,897
Change-15,897 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,755
Change-13,755 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,689
Change-11,689 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,840
Change-10,840 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,997
Change-6,997 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,427
Change-5,427 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 506
Change-506 (-100%)
Value—
UBS Group AG
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED316,444279,530+36,914+13%$11.6M$13.3M+$1.7M2026-11-02
Archer Investment Corp
INCREASED305,2601,477+303,783+20568%$61.2K$12.9M+$12.8M2026-11-05
First International Bank of Israel Ltd.
NEW230,000—+230,000——$9.7M—2026-11-04
Kestra Advisory Services, LLC
INCREASED206,791181,305+25,486+14%$7.5M$8.7M+$1.2M2026-11-02
Milestone Asset Management, LLC
INCREASED156,345149,372+6,973+5%$6.2M$6.6M+$395.9K2026-10-15
VestGen Advisors, LLC
NEW80,543—+80,543——$3.4M—2026-10-27
Schulz Wealth, Ltd.
UNCHANGED76,10176,10100%$3.2M$3.2M+$52.1K2026-11-03
Sage Capital Advisors,llc
INCREASED55,38554,533+852+2%$2.3M$2.3M+$73.2K2026-10-13
Brookstone Capital Management
INCREASED53,73943,958+9,781+22%$1.8M$2.3M+$441.9K2026-10-22
Chris Bulman Inc
INCREASED53,61543,286+10,329+24%$1.8M$2.3M+$464.5K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED49,24928,785+20,464+71%$1.2M$2.1M+$881.3K2026-10-16
Founders Financial Securities LLC
INCREASED47,68544,760+2,925+7%$1.9M$2.0M+$153.8K2026-10-28
Independent Financial Group, LLC
DECREASED46,50547,072-567-1%$1.9M$2.0M+$8.4K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
NEW44,262—+44,262——$1.9M—2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED40,75629,818+10,938+37%$1.2M$1.7M+$481.0K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED35,17035,17000%$1.5M$1.5M+$24.1K2026-10-14
City Holding Co
DECREASED33,35055,600-22,250-40%$2.3M$1.4M-$898.4K2026-10-19
WealthPlan Investment Management, LLC
DECREASED33,05338,015-4,962-13%$1.6M$1.4M-$182.9K2026-10-15
LVZ, Inc.
INCREASED30,42717,960+12,467+69%$743.9K$1.3M+$537.2K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED23,94911,577+12,372+107%$198.6K$727.4K+$528.8K2026-10-13
Truist Financial Corp
INCREASED23,76919,445+4,324+22%$805.4K$1.0M+$195.4K2026-10-30
Uptick Partners, LLC
INCREASED23,49317,707+5,786+33%$733.4K$989.2K+$255.7K2026-11-04
Kestra Investment Management, LLC
INCREASED22,40717,597+4,810+27%$728.9K$943.4K+$214.6K2026-11-04
Ascentis Independent Advisors
NEW17,700—+17,700——$745.3K—2026-11-03
WealthPLAN Partners, LLC
DECREASED14,13314,134-10%$585.4K$595.1K+$9.6K2026-10-15
Range Financial Group LLC
NEW13,980—+13,980——$588.6K—2026-10-21
Reicon Wealth Advisors, LLC
INCREASED13,2642,911+10,353+356%$120.6K$558.5K+$437.9K2026-11-04
Park Avenue Securities LLC
NEW13,035—+13,035——$549.0K—2026-10-26
Diligent Investors, LLC
INCREASED12,9657,465+5,500+74%$309.2K$545.9K+$236.7K2026-10-21
Kestra Private Wealth Services, LLC
UNCHANGED12,69512,69500%$525.8K$534.5K+$8.7K2026-10-30
Lionshead Wealth Management, LLC
NEW12,322—+12,322——$518.8K—2026-10-21
Seven Hills Financial, LLC
NEW12,097—+12,097——$509.3K—2026-10-13
SAX Wealth Advisors, LLC
NEW11,390—+11,390——$479.6K—2026-10-13
Keystone Wealth Services, LLC
INCREASED10,45110,401+50+0%$430.8K$440.1K+$9.3K2026-11-03
CoreCap Advisors, LLC
INCREASED10,3779,466+911+10%$392.1K$436.9K+$44.8K2026-10-08
HBW Advisory Services LLC
UNCHANGED9,7539,75300%$404.0K$410.6K+$6.7K2026-10-15
Grantvest Financial Group LLC
DECREASED9,2569,373-117-1%$388.2K$389.7K+$1.5K2026-10-21
Koshinski Asset Management, Inc.
NEW9,193—+9,193——$387.1K—2026-10-29
Mayfair Advisory Group, LLC
UNCHANGED9,1239,12300%$379.1K$384.1K+$5.0K2026-10-20
ProCore Advisors, LLC
NEW8,833—+8,833——$371.9K—2026-10-14
Madrona Financial Services, LLC
UNCHANGED7,3087,30800%$302.7K$307.7K+$5.0K2026-10-23
NorthCrest Asset Manangement, LLC
UNCHANGED6,8146,81400%$283.3K$289.3K+$5.9K2026-10-13
RFG Advisory, LLC
INCREASED6,6995,509+1,190+22%$228.2K$282.1K+$53.9K2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED6,6676,66700%$276.1K$280.7K+$4.6K2026-10-29
MGO One Seven LLC
UNCHANGED6,6006,60000%$273.4K$277.9K+$4.5K2026-10-28
Ignite Planners, LLC
NEW6,527—+6,527——$274.8K—2026-10-14
First Heartland Consultants, Inc.
INCREASED6,0045,686+318+6%$235.5K$252.8K+$17.3K2026-10-08
US Bancorp \de\
DECREASED5,6759,565-3,890-41%$396.2K$238.9K-$157.2K2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED5,6105,022+588+12%$208.0K$236.2K+$28.2K2026-10-23
IMG Wealth Management, Inc.
UNCHANGED5,2465,24600%$217.3K$220.9K+$3.6K2026-10-27
Cornerstone Wealth, LLC
UNCHANGED5,1195,11900%$213.2K$215.3K+$2.1K2026-10-28
Triumph Capital Management
INCREASED4,9914,399+592+13%$182.2K$210.1K+$27.9K2026-10-14
Farther Finance Advisors, LLC
INCREASED4,7814,646+135+3%$192.4K$201.3K+$8.9K2026-10-08
Financial Network Wealth Advisors LLC
DECREASED4,4585,249-791-15%$217.4K$187.7K-$29.7K2026-10-28
Reap Financial Group, LLC
UNCHANGED4,2614,26100%$176.5K$179.4K+$2.9K2026-11-02
Lanark Financial, Inc.
UNCHANGED1,7821,78200%$73.8K$75.0K+$1.2K2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED1,3751,37500%$57.0K$58.0K+$1.0K2026-11-04
Private Trust Co NA
UNCHANGED1,1691,16900%$48.4K$49.2K+$8012026-10-20
Creative Financial Designs Inc
UNCHANGED1,1351,13500%$47.0K$47.8K+$7772026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED27527500%$11.4K$11.6K+$1882026-10-21
Nfsg Corp
UNCHANGED888800%$3.6K$3.7K+$602026-10-15
Americana Partners, LLC
CLOSED093,760-93,760-100%$3.9M$0-$3.9M2026-10-28
Axxcess Wealth Management, LLC
CLOSED05,843-5,843-100%$242.0K$0-$242.0K2026-10-21
Crosspoint Financial, LLC
CLOSED05,000-5,000-100%$207.1K$0-$207.1K2026-11-03
Arax Advisory Partners
N/A—1,526,954-1,526,954-100%$63.2M———
Raymond James Financial Inc
N/A—253,335-253,335-100%$10.5M———
Osaic Holdings, Inc.
N/A—119,908-119,908-100%$5.0M———
Cetera Investment Advisers
N/A—75,168-75,168-100%$3.1M———
Susquehanna International Group, LLP
N/A—67,608-67,608-100%$2.8M———
LPL Financial LLC
N/A—54,972-54,972-100%$2.3M———
Envestnet Asset Management Inc
N/A—51,556-51,556-100%$2.1M———
Tanglewood Legacy Advisors, LLC
N/A—48,766-48,766-100%$2.0M———
Royal Bank of Canada
N/A—44,435-44,435-100%$1.8M———
Horizon Investments, LLC
N/A—42,313-42,313-100%$1.8M———
Old Mission Capital LLC
N/A—30,932-30,932-100%$1.3M———
MAI Capital Management
N/A—29,110-29,110-100%$1.2M———
Janney Montgomery Scott LLC
N/A—26,024-26,024-100%$1.1M———
CreativeOne Wealth, LLC
N/A—22,243-22,243-100%$921.3K———
Kovack Advisors, Inc.
N/A—22,202-22,202-100%$919.6K———
Citadel Advisors LLC
N/A—21,310-21,310-100%$882.7K———
JPMorgan Chase & Co
N/A—20,988-20,988-100%$866.2K———
Centaurus Financial, Inc.
N/A—20,671-20,671-100%$856.0K———
Sanctuary Advisors, LLC
N/A—20,570-20,570-100%$852.0K———
Mutual Advisors, LLC
N/A—20,509-20,509-100%$849.5K———
United Capital Financial Advisors, LLC
N/A—17,885-17,885-100%$741.2K———
FSB Premier Wealth Management, Inc.
N/A—17,517-17,517-100%$725.6K———
Wood Tarver Financial Group, LLC
N/A—16,764-16,764-100%$694.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—15,897-15,897-100%$658.5K———
BFC Planning, Inc.
N/A—15,897-15,897-100%$658.5K———
Harbour Investments, Inc.
N/A—13,755-13,755-100%$569.7K———
Savvy Advisors, Inc.
N/A—13,417-13,417-100%$555.7K———
Beacon Pointe Advisors, LLC
N/A—12,306-12,306-100%$509.7K———
Ameritas Advisory Services, LLC
N/A—11,689-11,689-100%$484.2K———
HRT Financial LP
N/A—10,840-10,840-100%$448.0K———
Steward Partners Investment Advisory, LLC
N/A—6,997-6,997-100%$289.8K———
Stratos Wealth Advisors, LLC
N/A—6,426-6,426-100%$266.2K———
Prosperity Consulting Group, LLC
N/A—6,354-6,354-100%$263.2K———
Keating Financial Advisory Services, Inc.
N/A—6,283-6,283-100%$260.2K———
Focus Partners Wealth
N/A—6,000-6,000-100%$248.5K———
Darwin Wealth Management, LLC
N/A—5,843-5,843-100%$242.0K———
Foundations Investment Advisors, LLC
N/A—5,432-5,432-100%$225.0K———
MML Investors Services, LLC
N/A—5,427-5,427-100%$224.8K———
Silver OAK Securities, Incorporated
N/A—5,401-5,401-100%$223.7K———
Barclays PLC
N/A—5,028-5,028-100%$208.3K———
Gallagher Fiduciary Advisors, LLC
N/A—4,929-4,929-100%$204.2K———
Benson Wealth Management Inc
N/A—3,773-3,773-100%$156.3K———
Integrity Financial Corp
N/A—3,107-3,107-100%$128.7K———
Morgan Stanley
N/A—2,930-2,930-100%$121.4K———
Capital Analysts, LLC
N/A—2,866-2,866-100%$119.0K———
Clearstead Advisors, LLC
N/A—2,645-2,645-100%$109.6K———
SOA Wealth Advisors, Llc.
N/A—2,058-2,058-100%$85.2K———
Fiduciary Financial Advisors
N/A—2,010-2,010-100%$83.3K———
Topsail Wealth Management, LLC
N/A—700-700-100%$29.0K———
AE Wealth Management LLC
N/A—592-592-100%$24.5K———
National Bank of Canada
N/A—506-506-100%$21.0K———
UBS Group AG
N/A—50-50-100%$2.1K———
Showing 116 of 116 institutions