FT Vest US Equity Moderate B (GDEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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New Wave Wealth Advisors LLC

INCREASED

Shares226,252 from 221,872

Change+4,380 (+2%)

Value$9.3M (+$477.5K)

Filed 2026-10-19

Farther Finance Advisors, LLC

INCREASED

Shares129,957 from 110,765

Change+19,192 (+17%)

Value$5.3M (+$892.7K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares121,051 from 98,406

Change+22,645 (+23%)

Value$4.9M (+$1.0M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares106,786 from 133,540

Change-26,754 (-20%)

Value$4.4M (-$959.1K)

Filed 2026-11-02

Americana Partners, LLC

DECREASED

Shares63,510 from 64,952

Change-1,442 (-2%)

Value$2.6M (+$5.5K)

Filed 2026-10-28

US Bancorp \de\

DECREASED

Shares60,913 from 63,100

Change-2,187 (-3%)

Value$2.5M (-$26.7K)

Filed 2026-11-05

Summit Wealth Group LLC / Co

DECREASED

Shares54,295 from 54,449

Change-154 (0%)

Value$2.2M (+$47.7K)

Filed 2026-10-29

Founders Financial Securities LLC

INCREASED

Shares49,167 from 48,852

Change+315 (+1%)

Value$2.0M (+$61.3K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

DECREASED

Shares38,612 from 39,516

Change-904 (-2%)

Value$1.6M (+$2.3K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares30,983 from 34,847

Change-3,864 (-11%)

Value$234.3K (+$113.1K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares30,354 from 28,119

Change+2,235 (+8%)

Value$1.2M (+$119.0K)

Filed 2026-11-02

MGO One Seven LLC

UNCHANGED

Shares30,006 from 30,006

Change0 (0%)

Value$1.2M (+$29.7K)

Filed 2026-10-28

Avidian Wealth Enterprises, LLC

UNCHANGED

Shares26,051 from 26,051

Change0 (0%)

Value$1.1M (+$25.8K)

Filed 2026-10-08

NorthCrest Asset Manangement, LLC

DECREASED

Shares25,271 from 31,887

Change-6,616 (-21%)

Value$1.0M (-$238.0K)

Filed 2026-10-13

Triumph Capital Management

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$1.0M (+$24.8K)

Filed 2026-10-14

Bullseye Investment Management, LLC

DECREASED

Shares24,986 from 25,286

Change-300 (-1%)

Value$1.0M (+$12.8K)

Filed 2026-10-29

Uptick Partners, LLC

INCREASED

Shares19,854 from 19,841

Change+13 (+0%)

Value$809.9K (+$20.2K)

Filed 2026-11-04

Kestra Private Wealth Services, LLC

UNCHANGED

Shares19,170 from 19,170

Change0 (0%)

Value$782.0K (+$19.0K)

Filed 2026-10-30

BFI Wealth Solutions, LLC

UNCHANGED

Shares18,498 from 18,498

Change0 (0%)

Value$754.6K (+$18.3K)

Filed 2026-10-16

HBW Advisory Services LLC

DECREASED

Shares17,052 from 17,261

Change-209 (-1%)

Value$695.6K (+$8.6K)

Filed 2026-10-15

Reap Financial Group, LLC

DECREASED

Shares16,182 from 16,452

Change-270 (-2%)

Value$660.2K (+$5.3K)

Filed 2026-11-02

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares15,830 from 15,830

Change0 (0%)

Value$645.8K (+$15.7K)

Filed 2026-10-27

LVZ, Inc.

UNCHANGED

Shares14,608 from 14,608

Change0 (0%)

Value$595.9K (+$14.5K)

Filed 2026-10-20

Madrona Financial Services, LLC

UNCHANGED

Shares14,515 from 14,515

Change0 (0%)

Value$592.1K (+$14.4K)

Filed 2026-10-23

Truist Financial Corp

INCREASED

Shares13,624 from 12,855

Change+769 (+6%)

Value$555.8K (+$44.1K)

Filed 2026-10-30

Prime Capital Investment Advisors, LLC

UNCHANGED

Shares11,583 from 11,583

Change0 (0%)

Value$472.5K (+$11.5K)

Filed 2026-10-20

CoreCap Advisors, LLC

INCREASED

Shares10,933 from 10,057

Change+876 (+9%)

Value$446.0K (+$45.7K)

Filed 2026-10-08

Brookstone Capital Management

INCREASED

Shares10,780 from 8,514

Change+2,266 (+27%)

Value$439.8K (+$100.9K)

Filed 2026-10-22

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares8,849 from 8,849

Change0 (0%)

Value$361.0K (+$8.8K)

Filed 2026-10-23

Reicon Wealth Advisors, LLC

DECREASED

Shares8,154 from 8,304

Change-150 (-2%)

Value$332.6K (+$2.1K)

Filed 2026-11-04

Diligent Investors, LLC

UNCHANGED

Shares7,500 from 7,500

Change0 (0%)

Value$306.0K (+$7.4K)

Filed 2026-10-21

Chris Bulman Inc

UNCHANGED

Shares7,432 from 7,432

Change0 (0%)

Value$303.2K (+$7.4K)

Filed 2026-10-20

Archer Investment Corp

DECREASED

Shares6,870 from 326,230

Change-319,360 (-98%)

Value$280.3K (-$12.7M)

Filed 2026-11-05

Signal Advisors Wealth, LLC

DECREASED

Shares6,151 from 7,001

Change-850 (-12%)

Value$250.9K (-$27.7K)

Filed 2026-10-13

Grantvest Financial Group LLC

DECREASED

Shares6,053 from 6,477

Change-424 (-7%)

Value$246.9K (-$10.9K)

Filed 2026-10-21

Integras Partners LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$244.8K (+$5.9K)

Filed 2026-10-30

Robertson Stephens Wealth Management, LLC

UNCHANGED

Shares5,781 from 5,781

Change0 (0%)

Value$235.8K (+$5.7K)

Filed 2026-10-16

IFP Advisors, Inc

UNCHANGED

Shares3,042 from 3,042

Change0 (0%)

Value$124.1K (+$3.0K)

Filed 2026-10-16

Spire Wealth Management

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$102.0K (+$2.5K)

Filed 2026-10-30

Compass Financial Management LLC

DECREASED

Shares2,445 from 3,979

Change-1,534 (-39%)

Value$99.7K (-$60.6K)

Filed 2026-10-30

Trust Co of Vermont

UNCHANGED

Shares1,987 from 1,987

Change0 (0%)

Value$81.1K (+$2.0K)

Filed 2026-10-21

Noble Wealth Management PBC

UNCHANGED

Shares1,900 from 1,900

Change0 (0%)

Value$77.5K (+$1.9K)

Filed 2026-10-01

Fifth Third Bancorp

UNCHANGED

Shares1,478 from 1,478

Change0 (0%)

Value$60.3K (+$1.5K)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

DECREASED

Shares977 from 2,200

Change-1,223 (-56%)

Value$39.9K (-$47.7K)

Filed 2026-11-03

Creative Financial Designs Inc

UNCHANGED

Shares935 from 935

Change0 (0%)

Value$38.1K (+$927)

Filed 2026-11-04

Signature Equity Partners, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$24.5K (+$594)

Filed 2026-10-29

Financial Network Wealth Advisors LLC

UNCHANGED

Shares531 from 531

Change0 (0%)

Value$21.7K (+$526)

Filed 2026-10-28

Tounjian Advisory Partners, LLC

UNCHANGED

Shares159 from 159

Change0 (0%)

Value$6.5K (+$157)

Filed 2026-11-04

Assetmark, Inc

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.6K (+$40)

Filed 2026-10-21

Lloyd Advisory Services, Llc.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$816 (+$20)

Filed 2026-11-02

First International Bank of Israel Ltd.

CLOSED

Shares0 from 1,032,000

Change-1,032,000 (-100%)

Value$0 (-$41.1M)

Filed 2026-11-04

Evolution Wealth Management Inc.

CLOSED

Shares0 from 3,487

Change-3,487 (-100%)

Value$0 (-$138.8K)

Filed 2026-10-28

Lanark Financial, Inc.

CLOSED

Shares0 from 1,525

Change-1,525 (-100%)

Value$0 (-$60.7K)

Filed 2026-10-26

Parallel Advisors, LLC

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$13.9K)

Filed 2026-11-03

Hollencrest Capital Management

N/A

Shares— from 1,073,956

Change-1,073,956 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 476,098

Change-476,098 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 252,369

Change-252,369 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 174,568

Change-174,568 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 170,204

Change-170,204 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 128,058

Change-128,058 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 118,200

Change-118,200 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 111,049

Change-111,049 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 89,988

Change-89,988 (-100%)

Value—

Beck Capital Management, LLC

N/A

Shares— from 67,528

Change-67,528 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 49,017

Change-49,017 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 42,501

Change-42,501 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 39,283

Change-39,283 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 36,081

Change-36,081 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 30,180

Change-30,180 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 29,323

Change-29,323 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 25,242

Change-25,242 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 24,549

Change-24,549 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 22,927

Change-22,927 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 21,652

Change-21,652 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,532

Change-19,532 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 18,116

Change-18,116 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 17,600

Change-17,600 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 16,920

Change-16,920 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 13,823

Change-13,823 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,752

Change-12,752 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 10,126

Change-10,126 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,763

Change-8,763 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 8,456

Change-8,456 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 8,076

Change-8,076 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 7,834

Change-7,834 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 7,766

Change-7,766 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 7,457

Change-7,457 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 6,918

Change-6,918 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 6,782

Change-6,782 (-100%)

Value—

Alpha Financial Partners LLC

N/A

Shares— from 6,645

Change-6,645 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 6,616

Change-6,616 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,616

Change-6,616 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,351

Change-6,351 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 6,311

Change-6,311 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,279

Change-6,279 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,272

Change-6,272 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 6,132

Change-6,132 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 5,995

Change-5,995 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 5,842

Change-5,842 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 5,534

Change-5,534 (-100%)

Value—

Capasso Planning Partners LLC

N/A

Shares— from 5,303

Change-5,303 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 5,249

Change-5,249 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 4,258

Change-4,258 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Barclays PLC

N/A

Shares— from 1,740

Change-1,740 (-100%)

Value—

UBS Group AG

N/A

Shares— from 800

Change-800 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 595

Change-595 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 471

Change-471 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 250

Change-250 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

	Status
New Wave Wealth Advisors LLC	INCREASED	226,252	221,872	+4,380	+2%	$8.8M	$9.3M	+$477.5K	2026-10-19
Farther Finance Advisors, LLC	INCREASED	129,957	110,765	+19,192	+17%	$4.4M	$5.3M	+$892.7K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	121,051	98,406	+22,645	+23%	$3.9M	$4.9M	+$1.0M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	106,786	133,540	-26,754	-20%	$5.3M	$4.4M	-$959.1K	2026-11-02
Americana Partners, LLC	DECREASED	63,510	64,952	-1,442	-2%	$2.6M	$2.6M	+$5.5K	2026-10-28
US Bancorp \de\	DECREASED	60,913	63,100	-2,187	-3%	$2.5M	$2.5M	-$26.7K	2026-11-05
Summit Wealth Group LLC / Co	DECREASED	54,295	54,449	-154	0%	$2.2M	$2.2M	+$47.7K	2026-10-29
Founders Financial Securities LLC	INCREASED	49,167	48,852	+315	+1%	$1.9M	$2.0M	+$61.3K	2026-10-28
Concurrent Investment Advisors, LLC	DECREASED	38,612	39,516	-904	-2%	$1.6M	$1.6M	+$2.3K	2026-10-16
Wealth Enhancement Advisory Services, LLC	DECREASED	30,983	34,847	-3,864	-11%	$121.2K	$234.3K	+$113.1K	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	30,354	28,119	+2,235	+8%	$1.1M	$1.2M	+$119.0K	2026-11-02
MGO One Seven LLC	UNCHANGED	30,006	30,006	0	0%	$1.2M	$1.2M	+$29.7K	2026-10-28
Avidian Wealth Enterprises, LLC	UNCHANGED	26,051	26,051	0	0%	$1.0M	$1.1M	+$25.8K	2026-10-08
NorthCrest Asset Manangement, LLC	DECREASED	25,271	31,887	-6,616	-21%	$1.3M	$1.0M	-$238.0K	2026-10-13
Triumph Capital Management	UNCHANGED	25,000	25,000	0	0%	$995.1K	$1.0M	+$24.8K	2026-10-14
Bullseye Investment Management, LLC	DECREASED	24,986	25,286	-300	-1%	$1.0M	$1.0M	+$12.8K	2026-10-29
Uptick Partners, LLC	INCREASED	19,854	19,841	+13	+0%	$789.7K	$809.9K	+$20.2K	2026-11-04
Kestra Private Wealth Services, LLC	UNCHANGED	19,170	19,170	0	0%	$763.1K	$782.0K	+$19.0K	2026-10-30
BFI Wealth Solutions, LLC	UNCHANGED	18,498	18,498	0	0%	$736.3K	$754.6K	+$18.3K	2026-10-16
HBW Advisory Services LLC	DECREASED	17,052	17,261	-209	-1%	$687.1K	$695.6K	+$8.6K	2026-10-15
Reap Financial Group, LLC	DECREASED	16,182	16,452	-270	-2%	$654.9K	$660.2K	+$5.3K	2026-11-02
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	15,830	15,830	0	0%	$630.1K	$645.8K	+$15.7K	2026-10-27
LVZ, Inc.	UNCHANGED	14,608	14,608	0	0%	$581.5K	$595.9K	+$14.5K	2026-10-20
Madrona Financial Services, LLC	UNCHANGED	14,515	14,515	0	0%	$577.8K	$592.1K	+$14.4K	2026-10-23
Truist Financial Corp	INCREASED	13,624	12,855	+769	+6%	$511.7K	$555.8K	+$44.1K	2026-10-30
Prime Capital Investment Advisors, LLC	UNCHANGED	11,583	11,583	0	0%	$461.1K	$472.5K	+$11.5K	2026-10-20
CoreCap Advisors, LLC	INCREASED	10,933	10,057	+876	+9%	$400.3K	$446.0K	+$45.7K	2026-10-08
Brookstone Capital Management	INCREASED	10,780	8,514	+2,266	+27%	$338.9K	$439.8K	+$100.9K	2026-10-22
Dhjj Financial Advisors, Ltd.	UNCHANGED	8,849	8,849	0	0%	$352.2K	$361.0K	+$8.8K	2026-10-23
Reicon Wealth Advisors, LLC	DECREASED	8,154	8,304	-150	-2%	$330.5K	$332.6K	+$2.1K	2026-11-04
Diligent Investors, LLC	UNCHANGED	7,500	7,500	0	0%	$298.5K	$306.0K	+$7.4K	2026-10-21
Chris Bulman Inc	UNCHANGED	7,432	7,432	0	0%	$295.8K	$303.2K	+$7.4K	2026-10-20
Archer Investment Corp	DECREASED	6,870	326,230	-319,360	-98%	$13.0M	$280.3K	-$12.7M	2026-11-05
Signal Advisors Wealth, LLC	DECREASED	6,151	7,001	-850	-12%	$278.7K	$250.9K	-$27.7K	2026-10-13
Grantvest Financial Group LLC	DECREASED	6,053	6,477	-424	-7%	$257.8K	$246.9K	-$10.9K	2026-10-21
Integras Partners LLC	UNCHANGED	6,000	6,000	0	0%	$238.8K	$244.8K	+$5.9K	2026-10-30
Robertson Stephens Wealth Management, LLC	UNCHANGED	5,781	5,781	0	0%	$230.1K	$235.8K	+$5.7K	2026-10-16
IFP Advisors, Inc	UNCHANGED	3,042	3,042	0	0%	$121.1K	$124.1K	+$3.0K	2026-10-16
Spire Wealth Management	UNCHANGED	2,500	2,500	0	0%	$99.5K	$102.0K	+$2.5K	2026-10-30
Compass Financial Management LLC	DECREASED	2,445	3,979	-1,534	-39%	$160.3K	$99.7K	-$60.6K	2026-10-30
Trust Co of Vermont	UNCHANGED	1,987	1,987	0	0%	$79.1K	$81.1K	+$2.0K	2026-10-21
Noble Wealth Management PBC	UNCHANGED	1,900	1,900	0	0%	$75.6K	$77.5K	+$1.9K	2026-10-01
Fifth Third Bancorp	UNCHANGED	1,478	1,478	0	0%	$58.8K	$60.3K	+$1.5K	2026-11-05
Ashton Thomas Private Wealth, LLC	DECREASED	977	2,200	-1,223	-56%	$87.6K	$39.9K	-$47.7K	2026-11-03
Creative Financial Designs Inc	UNCHANGED	935	935	0	0%	$37.2K	$38.1K	+$927	2026-11-04
Signature Equity Partners, LLC	UNCHANGED	600	600	0	0%	$23.9K	$24.5K	+$594	2026-10-29
Financial Network Wealth Advisors LLC	UNCHANGED	531	531	0	0%	$21.1K	$21.7K	+$526	2026-10-28
Tounjian Advisory Partners, LLC	UNCHANGED	159	159	0	0%	$6.3K	$6.5K	+$157	2026-11-04
Assetmark, Inc	UNCHANGED	40	40	0	0%	$1.6K	$1.6K	+$40	2026-10-21
Lloyd Advisory Services, Llc.	UNCHANGED	20	20	0	0%	$796	$816	+$20	2026-11-02
First International Bank of Israel Ltd.	CLOSED	0	1,032,000	-1,032,000	-100%	$41.1M	$0	-$41.1M	2026-11-04
Evolution Wealth Management Inc.	CLOSED	0	3,487	-3,487	-100%	$138.8K	$0	-$138.8K	2026-10-28
Lanark Financial, Inc.	CLOSED	0	1,525	-1,525	-100%	$60.7K	$0	-$60.7K	2026-10-26
Parallel Advisors, LLC	CLOSED	0	350	-350	-100%	$13.9K	$0	-$13.9K	2026-11-03
Hollencrest Capital Management	N/A	—	1,073,956	-1,073,956	-100%	$42.7M	—	—	—
Raymond James Financial Inc	N/A	—	476,098	-476,098	-100%	$19.0M	—	—	—
Cetera Investment Advisers	N/A	—	252,369	-252,369	-100%	$10.0M	—	—	—
Harbour Investments, Inc.	N/A	—	174,568	-174,568	-100%	$6.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	170,204	-170,204	-100%	$6.8M	—	—	—
LPL Financial LLC	N/A	—	128,058	-128,058	-100%	$5.1M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	118,200	-118,200	-100%	$4.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	111,049	-111,049	-100%	$4.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	89,988	-89,988	-100%	$3.6M	—	—	—
Beck Capital Management, LLC	N/A	—	67,528	-67,528	-100%	$2.7M	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	49,017	-49,017	-100%	$2.0M	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	42,501	-42,501	-100%	$1.7M	—	—	—
Clearstead Advisors, LLC	N/A	—	39,283	-39,283	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	36,081	-36,081	-100%	$1.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	30,180	-30,180	-100%	$1.2M	—	—	—
MAI Capital Management	N/A	—	29,323	-29,323	-100%	$1.2M	—	—	—
Arkadios Wealth Advisors	N/A	—	25,242	-25,242	-100%	$1.0M	—	—	—
Old Mission Capital LLC	N/A	—	24,549	-24,549	-100%	$977.2K	—	—	—
Citadel Advisors LLC	N/A	—	22,927	-22,927	-100%	$912.6K	—	—	—
JPMorgan Chase & Co	N/A	—	21,652	-21,652	-100%	$858.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	19,532	-19,532	-100%	$777.5K	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	18,116	-18,116	-100%	$721.1K	—	—	—
AQR Capital Management LLC	N/A	—	17,600	-17,600	-100%	$700.6K	—	—	—
Sequent Planning LLC	N/A	—	16,920	-16,920	-100%	$673.5K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	13,823	-13,823	-100%	$550.2K	—	—	—
Arax Advisory Partners	N/A	—	12,752	-12,752	-100%	$507.6K	—	—	—
Ogorek Anthony Joseph	N/A	—	10,126	-10,126	-100%	$403.0K	—	—	—
Mariner, LLC	N/A	—	8,763	-8,763	-100%	$348.8K	—	—	—
IFG Advisory, LLC	N/A	—	8,456	-8,456	-100%	$336.6K	—	—	—
Mutual Advisors, LLC	N/A	—	8,076	-8,076	-100%	$321.5K	—	—	—
Lifeworks Advisors, LLC	N/A	—	7,834	-7,834	-100%	$311.8K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	7,766	-7,766	-100%	$309.1K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	7,457	-7,457	-100%	$296.8K	—	—	—
Money Concepts Capital Corp	N/A	—	6,918	-6,918	-100%	$275.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	6,782	-6,782	-100%	$270.0K	—	—	—
Alpha Financial Partners LLC	N/A	—	6,645	-6,645	-100%	$264.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	6,616	-6,616	-100%	$263.3K	—	—	—
BFC Planning, Inc.	N/A	—	6,616	-6,616	-100%	$263.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,351	-6,351	-100%	$252.8K	—	—	—
AE Wealth Management LLC	N/A	—	6,311	-6,311	-100%	$251.2K	—	—	—
Royal Bank of Canada	N/A	—	6,279	-6,279	-100%	$250.0K	—	—	—
HRT Financial LP	N/A	—	6,272	-6,272	-100%	$249.0K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	6,132	-6,132	-100%	$244.1K	—	—	—
Rehmann Capital Advisory Group	N/A	—	5,995	-5,995	-100%	$238.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	5,842	-5,842	-100%	$232.5K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	5,534	-5,534	-100%	$220.3K	—	—	—
Capasso Planning Partners LLC	N/A	—	5,303	-5,303	-100%	$211.1K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	5,249	-5,249	-100%	$208.9K	—	—	—
Integrity Financial Corp	N/A	—	4,258	-4,258	-100%	$169.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	3,500	-3,500	-100%	$139.3K	—	—	—
Topsail Wealth Management, LLC	N/A	—	2,800	-2,800	-100%	$111.5K	—	—	—
Barclays PLC	N/A	—	1,740	-1,740	-100%	$69.3K	—	—	—
UBS Group AG	N/A	—	800	-800	-100%	$31.8K	—	—	—
Capital Analysts, LLC	N/A	—	595	-595	-100%	$24	—	—	—
Morgan Stanley	N/A	—	471	-471	-100%	$18.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	400	-400	-100%	$15.9K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	250	-250	-100%	$10.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	100	-100	-100%	$4.0K	—	—	—

Showing 112 of 112 institutions