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FT Vest US Equity Moderate B (GJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares204,868 from 176,856
Change+28,012 (+16%)
Value$9.1M (+$1.4M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares204,429 from 190,520
Change+13,909 (+7%)
Value$9.1M (+$824.7K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares105,858 from 94,676
Change+11,182 (+12%)
Value$4.7M (+$600.1K)
Filed 2026-10-30
Schulz Wealth, Ltd.
DECREASED
Shares101,040 from 101,095
Change-55 (0%)
Value$4.5M (+$106.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares77,259 from 85,438
Change-8,179 (-10%)
Value$3.4M (-$273.0K)
Filed 2026-11-02
Dagco, Inc.
DECREASED
Shares69,846 from 106,109
Change-36,263 (-34%)
Value$3.1M (-$1.5M)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares53,579 from 53,379
Change+200 (+0%)
Value$2.4M (+$67.0K)
Filed 2026-10-26
Founders Financial Securities LLC
INCREASED
Shares51,428 from 49,666
Change+1,762 (+4%)
Value$2.3M (+$131.9K)
Filed 2026-10-28
Avantra Family Wealth, Inc.
INCREASED
Shares44,403 from 43,372
Change+1,031 (+2%)
Value$2.0M (+$92.6K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares40,611 from 25,448
Change+15,163 (+60%)
Value$1.8M (+$703.1K)
Filed 2026-10-16
Kestra Investment Management, LLC
INCREASED
Shares36,106 from 31,179
Change+4,927 (+16%)
Value$1.6M (+$253.1K)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$1.5M (+$36.5K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares32,992 from 20,557
Change+12,435 (+60%)
Value$1.5M (+$576.3K)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares28,617 from 81,884
Change-53,267 (-65%)
Value$1.3M (-$2.3M)
Filed 2026-10-28
Diligent Investors, LLC
INCREASED
Shares27,283 from 25,993
Change+1,290 (+5%)
Value$1.2M (+$85.4K)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares26,870 from 27,150
Change-280 (-1%)
Value$1.2M (+$16.7K)
Filed 2026-10-13
City Holding Co
DECREASED
Shares22,400 from 26,775
Change-4,375 (-16%)
Value$998.1K (-$166.0K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares19,826 from 19,826
Change0 (0%)
Value$883.5K (+$21.3K)
Filed 2026-10-08
Uptick Partners, LLC
INCREASED
Shares19,601 from 14,614
Change+4,987 (+34%)
Value$873.5K (+$238.0K)
Filed 2026-11-04
Seven Hills Financial, LLC
NEW
Shares17,498
Change+17,498
Value$779.8K
Filed 2026-10-13
Capital Asset Advisory Services LLC
INCREASED
Shares16,406 from 10,160
Change+6,246 (+61%)
Value$731.6K (+$289.8K)
Filed 2026-10-30
Keystone Wealth Services, LLC
INCREASED
Shares15,099 from 14,788
Change+311 (+2%)
Value$672.7K (+$29.6K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED
Shares13,889 from 9,861
Change+4,028 (+41%)
Value$619.0K (+$190.1K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
DECREASED
Shares13,450 from 14,199
Change-749 (-5%)
Value$599.4K (-$18.1K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,799 from 5,642
Change+7,157 (+127%)
Value$574.8K (+$328.6K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares11,913 from 15,883
Change-3,970 (-25%)
Value$529.1K (-$161.7K)
Filed 2026-11-04
Norden Group LLC
UNCHANGED
Shares10,434 from 10,434
Change0 (0%)
Value$465.0K (+$11.2K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares10,386 from 8,371
Change+2,015 (+24%)
Value$462.9K (+$98.8K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares10,055 from 9,276
Change+779 (+8%)
Value$448.1K (+$44.7K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares10,000
Change+10,000
Value$445.6K
Filed 2026-11-03
Archer Investment Corp
INCREASED
Shares9,451 from 8,314
Change+1,137 (+14%)
Value$421.2K (+$59.6K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares8,805 from 5,555
Change+3,250 (+59%)
Value$392.4K (+$150.8K)
Filed 2026-10-30
Reap Financial Group, LLC
DECREASED
Shares8,593 from 8,708
Change-115 (-1%)
Value$382.9K (+$4.2K)
Filed 2026-11-02
Range Financial Group LLC
NEW
Shares8,113
Change+8,113
Value$361.5K
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares8,106 from 8,096
Change+10 (+0%)
Value$361.2K (+$9.1K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares8,000
Change+8,000
Value$357.0K
Filed 2026-11-03
MBL Wealth, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$356.5K (+$8.6K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
UNCHANGED
Shares7,418 from 7,418
Change0 (0%)
Value$330.2K (+$7.8K)
Filed 2026-10-27
Ergawealth Advisors, Inc.
UNCHANGED
Shares7,369 from 7,369
Change0 (0%)
Value$328.4K (+$7.9K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED
Shares7,282 from 6,733
Change+549 (+8%)
Value$324.5K (+$31.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares6,735 from 8,650
Change-1,915 (-22%)
Value$300.1K (-$76.0K)
Filed 2026-10-08
XY Planning Network, Inc.
UNCHANGED
Shares6,257 from 6,257
Change0 (0%)
Value$278.8K (+$6.7K)
Filed 2026-10-14
Hartford Financial Management Inc.
UNCHANGED
Shares6,215 from 6,215
Change0 (0%)
Value$277.0K (+$6.7K)
Filed 2026-10-21
Chris Bulman Inc
NEW
Shares6,205
Change+6,205
Value$276.5K
Filed 2026-10-20
Next Level Private LLC
UNCHANGED
Shares6,110 from 6,110
Change0 (0%)
Value$272.3K (+$6.6K)
Filed 2026-10-20
Grantvest Financial Group LLC
DECREASED
Shares5,770 from 5,884
Change-114 (-2%)
Value$257.1K (+$1.2K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares5,440 from 5,140
Change+300 (+6%)
Value$242.4K (+$18.9K)
Filed 2026-10-29
BFI Wealth Solutions, LLC
DECREASED
Shares5,300 from 5,611
Change-311 (-6%)
Value$236.2K (-$7.8K)
Filed 2026-10-16
Ferguson Shapiro LLC
DECREASED
Shares5,179 from 11,423
Change-6,244 (-55%)
Value$230.8K (-$266.0K)
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares4,923 from 4,923
Change0 (0%)
Value$219.4K (+$5.3K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares4,877
Change+4,877
Value$217.3K
Filed 2026-11-03
First Heartland Consultants, Inc.
NEW
Shares4,843
Change+4,843
Value$215.8K
Filed 2026-10-08
PKS Advisory Services, LLC
UNCHANGED
Shares4,821 from 4,821
Change0 (0%)
Value$209.7K ($0)
Filed 2026-10-26
Independent Financial Group, LLC
UNCHANGED
Shares4,745 from 4,745
Change0 (0%)
Value$211.5K (+$5.1K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
DECREASED
Shares3,832 from 4,250
Change-418 (-10%)
Value$170.8K (-$14.1K)
Filed 2026-10-28
Triumph Capital Management
DECREASED
Shares3,561 from 3,613
Change-52 (-1%)
Value$158.7K (+$1.6K)
Filed 2026-10-14
Reicon Wealth Advisors, LLC
INCREASED
Shares3,243 from 2,722
Change+521 (+19%)
Value$144.5K (+$26.1K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares2,841 from 2,168
Change+673 (+31%)
Value$126.6K (+$32.3K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
NEW
Shares2,731
Change+2,731
Value$121.7K
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$68.0K (+$1.6K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,307 from 807
Change+500 (+62%)
Value$58.2K (+$23.2K)
Filed 2026-10-29
IFP Advisors, Inc
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$50.9K (+$1.2K)
Filed 2026-10-16
Noble Wealth Management PBC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$35.7K (+$860)
Filed 2026-10-01
Buck Wealth Strategies, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$33.4K (+$806)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$10.2K (+$245)
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.1K (+$27)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$223 (+$1)
Filed 2026-10-30
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 7,560
Change-7,560 (-100%)
Value$0 (-$328.8K)
Filed 2026-10-21
Madrona Financial Services, LLC
CLOSED
Shares0 from 7,020
Change-7,020 (-100%)
Value$0 (-$305.3K)
Filed 2026-10-23
NWF Advisory Services Inc.
CLOSED
Shares0 from 5,730
Change-5,730 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-19
Larson Financial Group LLC
CLOSED
Shares0 from 1,893
Change-1,893 (-100%)
Value$0 (-$82.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$74.0K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$69.6K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,291
Change-1,291 (-100%)
Value$0 (-$56.1K)
Filed 2026-10-15
Raymond James Financial Inc
N/A
Shares— from 977,956
Change-977,956 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 331,336
Change-331,336 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 255,516
Change-255,516 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 193,419
Change-193,419 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 172,926
Change-172,926 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 166,158
Change-166,158 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 100,152
Change-100,152 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 57,025
Change-57,025 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,770
Change-42,770 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,045
Change-40,045 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,778
Change-35,778 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 29,505
Change-29,505 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 24,776
Change-24,776 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20,712
Change-20,712 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 20,712
Change-20,712 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,366
Change-20,366 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 20,234
Change-20,234 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 17,783
Change-17,783 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,850
Change-15,850 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 15,304
Change-15,304 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 14,780
Change-14,780 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,219
Change-14,219 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 13,865
Change-13,865 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,628
Change-12,628 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,160
Change-11,160 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 10,793
Change-10,793 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,851
Change-9,851 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,294
Change-9,294 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,371
Change-7,371 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 7,218
Change-7,218 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,418
Change-6,418 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,389
Change-6,389 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,276
Change-5,276 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
UBS Group AG
N/A
Shares— from 943
Change-943 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 915
Change-915 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 325
Change-325 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED204,868176,856+28,012+16%$7.7M$9.1M+$1.4M2026-11-02
Commonwealth Equity Services, LLC
INCREASED204,429190,520+13,909+7%$8.3M$9.1M+$824.7K2026-11-02
Truist Financial Corp
INCREASED105,85894,676+11,182+12%$4.1M$4.7M+$600.1K2026-10-30
Schulz Wealth, Ltd.
DECREASED101,040101,095-550%$4.4M$4.5M+$106.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED77,25985,438-8,179-10%$3.7M$3.4M-$273.0K2026-11-02
Dagco, Inc.
DECREASED69,846106,109-36,263-34%$4.6M$3.1M-$1.5M2026-10-20
Park Avenue Securities LLC
INCREASED53,57953,379+200+0%$2.3M$2.4M+$67.0K2026-10-26
Founders Financial Securities LLC
INCREASED51,42849,666+1,762+4%$2.2M$2.3M+$131.9K2026-10-28
Avantra Family Wealth, Inc.
INCREASED44,40343,372+1,031+2%$1.9M$2.0M+$92.6K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED40,61125,448+15,163+60%$1.1M$1.8M+$703.1K2026-10-16
Kestra Investment Management, LLC
INCREASED36,10631,179+4,927+16%$1.4M$1.6M+$253.1K2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED34,00034,00000%$1.5M$1.5M+$36.5K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED32,99220,557+12,435+60%$894.0K$1.5M+$576.3K2026-11-05
Americana Partners, LLC
DECREASED28,61781,884-53,267-65%$3.6M$1.3M-$2.3M2026-10-28
Diligent Investors, LLC
INCREASED27,28325,993+1,290+5%$1.1M$1.2M+$85.4K2026-10-21
E&G Advisors, LLC
DECREASED26,87027,150-280-1%$1.2M$1.2M+$16.7K2026-10-13
City Holding Co
DECREASED22,40026,775-4,375-16%$1.2M$998.1K-$166.0K2026-10-19
Avidian Wealth Enterprises, LLC
UNCHANGED19,82619,82600%$862.2K$883.5K+$21.3K2026-10-08
Uptick Partners, LLC
INCREASED19,60114,614+4,987+34%$635.6K$873.5K+$238.0K2026-11-04
Seven Hills Financial, LLC
NEW17,498—+17,498——$779.8K—2026-10-13
Capital Asset Advisory Services LLC
INCREASED16,40610,160+6,246+61%$441.9K$731.6K+$289.8K2026-10-30
Keystone Wealth Services, LLC
INCREASED15,09914,788+311+2%$643.1K$672.7K+$29.6K2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED13,8899,861+4,028+41%$428.9K$619.0K+$190.1K2026-10-16
Daymark Wealth Partners, LLC
DECREASED13,45014,199-749-5%$617.5K$599.4K-$18.1K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED12,7995,642+7,157+127%$246.2K$574.8K+$328.6K2026-10-13
Prospera Financial Services Inc
DECREASED11,91315,883-3,970-25%$690.7K$529.1K-$161.7K2026-11-04
Norden Group LLC
UNCHANGED10,43410,43400%$453.8K$465.0K+$11.2K2026-10-20
Brookstone Capital Management
INCREASED10,3868,371+2,015+24%$364.1K$462.9K+$98.8K2026-10-22
CoreCap Advisors, LLC
INCREASED10,0559,276+779+8%$403.4K$448.1K+$44.7K2026-10-08
Ascentis Independent Advisors
NEW10,000—+10,000——$445.6K—2026-11-03
Archer Investment Corp
INCREASED9,4518,314+1,137+14%$361.6K$421.2K+$59.6K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED8,8055,555+3,250+59%$241.6K$392.4K+$150.8K2026-10-30
Reap Financial Group, LLC
DECREASED8,5938,708-115-1%$378.7K$382.9K+$4.2K2026-11-02
Range Financial Group LLC
NEW8,113—+8,113——$361.5K—2026-10-21
MGO One Seven LLC
INCREASED8,1068,096+10+0%$352.1K$361.2K+$9.1K2026-10-28
M Holdings Securities, Inc.
NEW8,000—+8,000——$357.0K—2026-11-03
MBL Wealth, LLC
UNCHANGED8,0008,00000%$347.9K$356.5K+$8.6K2026-10-22
Chicago Partners Investment Group LLC
UNCHANGED7,4187,41800%$322.4K$330.2K+$7.8K2026-10-27
Ergawealth Advisors, Inc.
UNCHANGED7,3697,36900%$320.5K$328.4K+$7.9K2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED7,2826,733+549+8%$292.8K$324.5K+$31.7K2026-10-23
Farther Finance Advisors, LLC
DECREASED6,7358,650-1,915-22%$376.2K$300.1K-$76.0K2026-10-08
XY Planning Network, Inc.
UNCHANGED6,2576,25700%$272.1K$278.8K+$6.7K2026-10-14
Hartford Financial Management Inc.
UNCHANGED6,2156,21500%$270.3K$277.0K+$6.7K2026-10-21
Chris Bulman Inc
NEW6,205—+6,205——$276.5K—2026-10-20
Next Level Private LLC
UNCHANGED6,1106,11000%$265.7K$272.3K+$6.6K2026-10-20
Grantvest Financial Group LLC
DECREASED5,7705,884-114-2%$255.9K$257.1K+$1.2K2026-10-21
Koshinski Asset Management, Inc.
INCREASED5,4405,140+300+6%$223.5K$242.4K+$18.9K2026-10-29
BFI Wealth Solutions, LLC
DECREASED5,3005,611-311-6%$244.0K$236.2K-$7.8K2026-10-16
Ferguson Shapiro LLC
DECREASED5,17911,423-6,244-55%$496.8K$230.8K-$266.0K2026-10-16
Spire Wealth Management
UNCHANGED4,9234,92300%$214.1K$219.4K+$5.3K2026-10-30
StoneX Group Inc.
NEW4,877—+4,877——$217.3K—2026-11-03
First Heartland Consultants, Inc.
NEW4,843—+4,843——$215.8K—2026-10-08
PKS Advisory Services, LLC
UNCHANGED4,8214,82100%$209.7K$209.7K$02026-10-26
Independent Financial Group, LLC
UNCHANGED4,7454,74500%$206.4K$211.5K+$5.1K2026-10-13
Financial Network Wealth Advisors LLC
DECREASED3,8324,250-418-10%$184.8K$170.8K-$14.1K2026-10-28
Triumph Capital Management
DECREASED3,5613,613-52-1%$157.1K$158.7K+$1.6K2026-10-14
Reicon Wealth Advisors, LLC
INCREASED3,2432,722+521+19%$118.4K$144.5K+$26.1K2026-11-04
Creative Financial Designs Inc
INCREASED2,8412,168+673+31%$94.3K$126.6K+$32.3K2026-11-04
Tounjian Advisory Partners, LLC
NEW2,731—+2,731——$121.7K—2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED1,5251,52500%$66.3K$68.0K+$1.6K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED1,307807+500+62%$35.1K$58.2K+$23.2K2026-10-29
IFP Advisors, Inc
UNCHANGED1,1421,14200%$49.7K$50.9K+$1.2K2026-10-16
Noble Wealth Management PBC
UNCHANGED80080000%$34.8K$35.7K+$8602026-10-01
Buck Wealth Strategies, LLC
UNCHANGED75075000%$32.6K$33.4K+$8062026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED22822800%$9.9K$10.2K+$2452026-10-27
Assetmark, Inc
UNCHANGED252500%$1.1K$1.1K+$272026-10-21
Compass Financial Management LLC
UNCHANGED5500%$222$223+$12026-10-30
Axxcess Wealth Management, LLC
CLOSED07,560-7,560-100%$328.8K$0-$328.8K2026-10-21
Madrona Financial Services, LLC
CLOSED07,020-7,020-100%$305.3K$0-$305.3K2026-10-23
NWF Advisory Services Inc.
CLOSED05,730-5,730-100%$249.2K$0-$249.2K2026-10-19
Larson Financial Group LLC
CLOSED01,893-1,893-100%$82.3K$0-$82.3K2026-11-05
International Assets Investment Management, LLC
CLOSED01,700-1,700-100%$74.0K$0-$74.0K2026-11-02
Bullseye Investment Management, LLC
CLOSED01,600-1,600-100%$69.6K$0-$69.6K2026-10-29
AdvisorNet Financial, Inc
CLOSED01,291-1,291-100%$56.1K$0-$56.1K2026-10-15
Raymond James Financial Inc
N/A—977,956-977,956-100%$42.5M———
Osaic Holdings, Inc.
N/A—331,336-331,336-100%$14.4M———
LPL Financial LLC
N/A—255,516-255,516-100%$11.1M———
Cetera Investment Advisers
N/A—193,419-193,419-100%$8.4M———
Envestnet Asset Management Inc
N/A—172,926-172,926-100%$7.5M———
Integrated Wealth Concepts LLC
N/A—166,158-166,158-100%$7.2M———
MML Investors Services, LLC
N/A—100,152-100,152-100%$4.4M———
HRT Financial LP
N/A—57,025-57,025-100%$2.5M———
Susquehanna International Group, LLP
N/A—42,770-42,770-100%$1.9M———
CreativeOne Wealth, LLC
N/A—40,045-40,045-100%$1.7M———
Janney Montgomery Scott LLC
N/A—35,778-35,778-100%$1.6M———
Wood Tarver Financial Group, LLC
N/A—29,505-29,505-100%$1.3M———
NewEdge Advisors, LLC
N/A—24,776-24,776-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—21,947-21,947-100%$955.1K———
BFC Planning, Inc.
N/A—20,712-20,712-100%$900.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—20,712-20,712-100%$900.8K———
Vestmark Advisory Solutions, Inc.
N/A—20,557-20,557-100%$894.0K———
Citadel Advisors LLC
N/A—20,366-20,366-100%$885.7K———
Kintra Wealth, LLC
N/A—20,234-20,234-100%$903.3K———
Kovack Advisors, Inc.
N/A—19,452-19,452-100%$846.0K———
Tanglewood Legacy Advisors, LLC
N/A—17,783-17,783-100%$773.4K———
HighTower Advisors, LLC
N/A—15,850-15,850-100%$689.3K———
Integrity Financial Corp
N/A—15,304-15,304-100%$665.6K———
Keating Financial Advisory Services, Inc.
N/A—14,780-14,780-100%$642.8K———
Royal Bank of Canada
N/A—14,219-14,219-100%$618.0K———
Nvest Financial, LLC
N/A—13,865-13,865-100%$603.0K———
Mutual Advisors, LLC
N/A—12,628-12,628-100%$549.2K———
Harbour Investments, Inc.
N/A—11,364-11,364-100%$494.2K———
Arax Advisory Partners
N/A—11,213-11,213-100%$487.7K———
Steward Partners Investment Advisory, LLC
N/A—11,160-11,160-100%$485.3K———
Jane Street Group, LLC
N/A—11,059-11,059-100%$481.0K———
Alpha Financial Partners LLC
N/A—10,793-10,793-100%$469.4K———
FSB Premier Wealth Management, Inc.
N/A—9,851-9,851-100%$428.4K———
Cary Street Partners Financial LLC
N/A—9,725-9,725-100%$422.9K———
Arkadios Wealth Advisors
N/A—9,500-9,500-100%$413.2K———
OneDigital Investment Advisors LLC
N/A—9,294-9,294-100%$404.2K———
Aptus Capital Advisors, LLC
N/A—9,000-9,000-100%$391.4K———
Guardian Wealth Advisors, LLC / NC
N/A—9,000-9,000-100%$391.4K———
AE Wealth Management LLC
N/A—7,371-7,371-100%$320.6K———
Sequent Planning LLC
N/A—7,218-7,218-100%$313.9K———
Captrust Financial Advisors
N/A—6,418-6,418-100%$279.1K———
Centaurus Financial, Inc.
N/A—6,389-6,389-100%$278.0K———
Sanctuary Advisors, LLC
N/A—5,873-5,873-100%$255.4K———
Pallas Capital Advisors LLC
N/A—5,653-5,653-100%$245.8K———
Ameritas Advisory Services, LLC
N/A—5,276-5,276-100%$229.5K———
Focus Partners Wealth
N/A—5,197-5,197-100%$226.0K———
Insigneo Advisory Services, LLC
N/A—4,992-4,992-100%$217.1K———
MAI Capital Management
N/A—4,963-4,963-100%$215.8K———
Barclays PLC
N/A—4,720-4,720-100%$205.3K———
Ausdal Financial Partners, Inc.
N/A—4,678-4,678-100%$203.4K———
Morgan Stanley
N/A—3,639-3,639-100%$158.3K———
Rockefeller Capital Management L.P.
N/A—3,421-3,421-100%$148.8K———
Geneos Wealth Management Inc.
N/A—2,325-2,325-100%$101.1K———
Capital Analysts, LLC
N/A—2,016-2,016-100%$88.0K———
Kilter Group LLC
N/A—1,986-1,986-100%$86.4K———
Ankerstar Wealth, LLC
N/A—1,963-1,963-100%$85.4K———
Ameritas Investment Partners, Inc.
N/A—1,630-1,630-100%$70.9K———
Jones Financial Companies Lllp
N/A—1,500-1,500-100%$65.0K———
Benson Wealth Management Inc
N/A—1,200-1,200-100%$52.2K———
JPMorgan Chase & Co
N/A—1,078-1,078-100%$46.8K———
UBS Group AG
N/A—943-943-100%$41.0K———
Fiduciary Financial Advisors
N/A—915-915-100%$39.8K———
Allworth Financial LP
N/A—325-325-100%$14.1K———
Showing 137 of 137 institutions