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FT Vest US Equity Moderate B (GNOV)

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
Shares329,689 from 356,327
Change-26,638 (-7%)
Value$14.1M (-$778.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares226,205 from 220,633
Change+5,572 (+3%)
Value$9.7M (+$462.5K)
Filed 2026-11-02
Milestone Asset Management, LLC
INCREASED
Shares151,027 from 144,262
Change+6,765 (+5%)
Value$6.5M (+$436.0K)
Filed 2026-10-15
LPL Financial LLC
DECREASED
Shares121,515 from 126,556
Change-5,041 (-4%)
Value$5.2M (-$87.4K)
Filed 2026-11-06
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares93,420 from 94,120
Change-700 (-1%)
Value$4.0M (+$65.6K)
Filed 2026-10-15
Schulz Wealth, Ltd.
DECREASED
Shares87,545 from 90,959
Change-3,414 (-4%)
Value$3.7M (-$53.8K)
Filed 2026-11-03
City Holding Co
DECREASED
Shares69,015 from 70,315
Change-1,300 (-2%)
Value$3.0M (+$16.1K)
Filed 2026-10-19
Americana Partners, LLC
DECREASED
Shares54,108 from 55,135
Change-1,027 (-2%)
Value$2.3M (+$12.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares53,149 from 54,113
Change-964 (-2%)
Value$2.3M (+$13.7K)
Filed 2026-10-16
Uptick Partners, LLC
DECREASED
Shares49,332 from 50,165
Change-833 (-2%)
Value$2.1M (+$15.3K)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares47,100 from 44,414
Change+2,686 (+6%)
Value$2.0M (+$160.1K)
Filed 2026-10-28
Reap Financial Group, LLC
UNCHANGED
Shares29,305 from 29,305
Change0 (0%)
Value$1.3M (+$29.7K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares28,457 from 36,889
Change-8,432 (-23%)
Value$1.2M (-$323.5K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
UNCHANGED
Shares24,437 from 24,437
Change0 (0%)
Value$1.0M (+$24.8K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares24,312 from 31,059
Change-6,747 (-22%)
Value$1.0M (-$257.3K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares24,208 from 25,800
Change-1,592 (-6%)
Value$245.8K (+$58.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,717 from 24,190
Change-2,473 (-10%)
Value$930.0K (-$81.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares19,547 from 19,557
Change-10 (0%)
Value$836.8K (+$19.4K)
Filed 2026-10-30
Ignite Planners, LLC
DECREASED
Shares19,213 from 20,238
Change-1,025 (-5%)
Value$822.5K (-$23.3K)
Filed 2026-10-14
NorthCrest Asset Manangement, LLC
DECREASED
Shares18,500 from 21,387
Change-2,887 (-13%)
Value$796.6K (-$100.4K)
Filed 2026-10-13
Brookstone Capital Management
UNCHANGED
Shares10,635 from 10,635
Change0 (0%)
Value$455.3K (+$10.8K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares10,194 from 9,386
Change+808 (+9%)
Value$436.4K (+$44.1K)
Filed 2026-10-08
International Assets Investment Management, LLC
UNCHANGED
Shares9,630 from 9,630
Change0 (0%)
Value$412.6K (+$10.6K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares8,829 from 8,829
Change0 (0%)
Value$378.0K (+$9.0K)
Filed 2026-10-08
Diligent Investors, LLC
UNCHANGED
Shares8,680 from 8,680
Change0 (0%)
Value$371.6K (+$8.8K)
Filed 2026-10-21
Chris Bulman Inc
UNCHANGED
Shares7,774 from 7,774
Change0 (0%)
Value$332.8K (+$7.9K)
Filed 2026-10-20
BFI Wealth Solutions, LLC
INCREASED
Shares7,234 from 6,200
Change+1,034 (+17%)
Value$309.7K (+$50.6K)
Filed 2026-10-16
E&G Advisors, LLC
DECREASED
Shares7,231 from 7,634
Change-403 (-5%)
Value$309.6K (-$9.5K)
Filed 2026-10-13
MGO One Seven LLC
UNCHANGED
Shares6,665 from 6,665
Change0 (0%)
Value$285.3K (+$6.8K)
Filed 2026-10-28
Apollon Wealth Management, LLC
NEW
Shares6,605
Change+6,605
Value$282.8K
Filed 2026-10-23
Grantvest Financial Group LLC
UNCHANGED
Shares6,439 from 6,439
Change0 (0%)
Value$275.7K (+$6.5K)
Filed 2026-10-21
Kestra Investment Management, LLC
UNCHANGED
Shares5,538 from 5,538
Change0 (0%)
Value$237.1K (+$5.6K)
Filed 2026-11-04
LVZ, Inc.
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$226.9K (+$5.4K)
Filed 2026-10-20
Keystone Wealth Services, LLC
UNCHANGED
Shares5,274 from 5,274
Change0 (0%)
Value$226.1K (+$5.7K)
Filed 2026-11-03
Level Four Advisory Services, LLC
UNCHANGED
Shares5,170 from 5,170
Change0 (0%)
Value$221.3K (+$5.2K)
Filed 2026-11-06
Nations Financial Group Inc,
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$214.1K (+$5.1K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4,378 from 4,378
Change0 (0%)
Value$187.4K (+$4.4K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,975 from 3,975
Change0 (0%)
Value$170.2K (+$4.0K)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares2,614 from 2,614
Change0 (0%)
Value$111.9K (+$2.7K)
Filed 2026-10-28
IFP Advisors, Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$111.3K (+$2.6K)
Filed 2026-10-16
Barclays PLC
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$111.3K (+$2.6K)
Filed 2026-11-06
Noble Wealth Management PBC
DECREASED
Shares1,841 from 2,041
Change-200 (-10%)
Value$78.8K (-$6.5K)
Filed 2026-10-01
Fifth Third Bancorp
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$61.1K (+$1.5K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$57.2K (+$1.4K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares1,205 from 500
Change+705 (+141%)
Value$51.6K (+$30.7K)
Filed 2026-10-29
IMG Wealth Management, Inc.
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$49.5K (+$1.2K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$35.6K (+$843)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$20.2K (+$479)
Filed 2026-11-04
Archer Investment Corp
DECREASED
Shares442 from 443
Change-1 (0%)
Value$18.9K (+$407)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.8K (+$304)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$10.9K ($0)
Filed 2026-11-06
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 92,405
Change-92,405 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-15
Integrity Alliance, Llc.
CLOSED
Shares0 from 7,506
Change-7,506 (-100%)
Value$0 (-$313.7K)
Filed 2026-10-29
First Heartland Consultants, Inc.
CLOSED
Shares0 from 5,307
Change-5,307 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-08
Cornerstone Wealth, LLC
CLOSED
Shares0 from 5,300
Change-5,300 (-100%)
Value$0 (-$222.9K)
Filed 2026-10-28
Larson Financial Group LLC
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$79.4K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$25.1K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 508,454
Change-508,454 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 338,216
Change-338,216 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 312,079
Change-312,079 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 135,012
Change-135,012 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 93,724
Change-93,724 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 75,231
Change-75,231 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 55,240
Change-55,240 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,668
Change-45,668 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 38,442
Change-38,442 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37,233
Change-37,233 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 34,334
Change-34,334 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 30,175
Change-30,175 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 27,906
Change-27,906 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,625
Change-27,625 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,822
Change-24,822 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 18,783
Change-18,783 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 16,647
Change-16,647 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,066
Change-13,066 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 12,779
Change-12,779 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,734
Change-10,734 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,592
Change-10,592 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,557
Change-10,557 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,515
Change-10,515 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 9,274
Change-9,274 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,169
Change-8,169 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 482
Change-482 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED329,689356,327-26,638-7%$14.9M$14.1M-$778.7K2026-11-02
Kestra Advisory Services, LLC
INCREASED226,205220,633+5,572+3%$9.2M$9.7M+$462.5K2026-11-02
Milestone Asset Management, LLC
INCREASED151,027144,262+6,765+5%$6.0M$6.5M+$436.0K2026-10-15
LPL Financial LLC
DECREASED121,515126,556-5,041-4%$5.3M$5.2M-$87.4K2026-11-06
Pinnacle Wealth Management Group, Inc.
DECREASED93,42094,120-700-1%$3.9M$4.0M+$65.6K2026-10-15
Schulz Wealth, Ltd.
DECREASED87,54590,959-3,414-4%$3.8M$3.7M-$53.8K2026-11-03
City Holding Co
DECREASED69,01570,315-1,300-2%$2.9M$3.0M+$16.1K2026-10-19
Americana Partners, LLC
DECREASED54,10855,135-1,027-2%$2.3M$2.3M+$12.0K2026-10-28
Concurrent Investment Advisors, LLC
DECREASED53,14954,113-964-2%$2.3M$2.3M+$13.7K2026-10-16
Uptick Partners, LLC
DECREASED49,33250,165-833-2%$2.1M$2.1M+$15.3K2026-11-04
Founders Financial Securities LLC
INCREASED47,10044,414+2,686+6%$1.9M$2.0M+$160.1K2026-10-28
Reap Financial Group, LLC
UNCHANGED29,30529,30500%$1.2M$1.3M+$29.7K2026-11-02
Sigma Planning Corp
DECREASED28,45736,889-8,432-23%$1.5M$1.2M-$323.5K2026-10-23
Kestra Private Wealth Services, LLC
UNCHANGED24,43724,43700%$1.0M$1.0M+$24.8K2026-11-06
Farther Finance Advisors, LLC
DECREASED24,31231,059-6,747-22%$1.3M$1.0M-$257.3K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED24,20825,800-1,592-6%$187.4K$245.8K+$58.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED21,71724,190-2,473-10%$1.0M$930.0K-$81.0K2026-11-02
Truist Financial Corp
DECREASED19,54719,557-100%$817.4K$836.8K+$19.4K2026-10-30
Ignite Planners, LLC
DECREASED19,21320,238-1,025-5%$845.8K$822.5K-$23.3K2026-10-14
NorthCrest Asset Manangement, LLC
DECREASED18,50021,387-2,887-13%$897.0K$796.6K-$100.4K2026-10-13
Brookstone Capital Management
UNCHANGED10,63510,63500%$444.5K$455.3K+$10.8K2026-10-22
CoreCap Advisors, LLC
INCREASED10,1949,386+808+9%$392.3K$436.4K+$44.1K2026-10-08
International Assets Investment Management, LLC
UNCHANGED9,6309,63000%$402.1K$412.6K+$10.6K2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED8,8298,82900%$369.0K$378.0K+$9.0K2026-10-08
Diligent Investors, LLC
UNCHANGED8,6808,68000%$362.8K$371.6K+$8.8K2026-10-21
Chris Bulman Inc
UNCHANGED7,7747,77400%$324.9K$332.8K+$7.9K2026-10-20
BFI Wealth Solutions, LLC
INCREASED7,2346,200+1,034+17%$259.1K$309.7K+$50.6K2026-10-16
E&G Advisors, LLC
DECREASED7,2317,634-403-5%$319.1K$309.6K-$9.5K2026-10-13
MGO One Seven LLC
UNCHANGED6,6656,66500%$278.6K$285.3K+$6.8K2026-10-28
Apollon Wealth Management, LLC
NEW6,605—+6,605——$282.8K—2026-10-23
Grantvest Financial Group LLC
UNCHANGED6,4396,43900%$269.1K$275.7K+$6.5K2026-10-21
Kestra Investment Management, LLC
UNCHANGED5,5385,53800%$231.5K$237.1K+$5.6K2026-11-04
LVZ, Inc.
UNCHANGED5,3005,30000%$221.5K$226.9K+$5.4K2026-10-20
Keystone Wealth Services, LLC
UNCHANGED5,2745,27400%$220.4K$226.1K+$5.7K2026-11-03
Level Four Advisory Services, LLC
UNCHANGED5,1705,17000%$216.1K$221.3K+$5.2K2026-11-06
Nations Financial Group Inc,
UNCHANGED5,0005,00000%$209.0K$214.1K+$5.1K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED4,3784,37800%$183.0K$187.4K+$4.4K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,9753,97500%$166.1K$170.2K+$4.0K2026-10-27
Evolution Wealth Management Inc.
UNCHANGED2,6142,61400%$109.3K$111.9K+$2.7K2026-10-28
IFP Advisors, Inc
UNCHANGED2,6002,60000%$108.7K$111.3K+$2.6K2026-10-16
Barclays PLC
UNCHANGED2,5992,59900%$108.6K$111.3K+$2.6K2026-11-06
Noble Wealth Management PBC
DECREASED1,8412,041-200-10%$85.3K$78.8K-$6.5K2026-10-01
Fifth Third Bancorp
UNCHANGED1,4281,42800%$59.7K$61.1K+$1.5K2026-11-05
Lanark Financial, Inc.
UNCHANGED1,3361,33600%$55.8K$57.2K+$1.4K2026-10-26
Signature Equity Partners, LLC
INCREASED1,205500+705+141%$20.9K$51.6K+$30.7K2026-10-29
IMG Wealth Management, Inc.
UNCHANGED1,1571,15700%$48.4K$49.5K+$1.2K2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED83183100%$34.7K$35.6K+$8432026-10-28
Creative Financial Designs Inc
UNCHANGED47247200%$19.7K$20.2K+$4792026-11-04
Archer Investment Corp
DECREASED442443-10%$18.5K$18.9K+$4072026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED30030000%$12.5K$12.8K+$3042026-11-02
Allworth Financial LP
UNCHANGED26026000%$10.9K$10.9K$02026-11-06
Comprehensive Financial Consultants Institutional, Inc.
CLOSED092,405-92,405-100%$3.9M$0-$3.9M2026-10-15
Integrity Alliance, Llc.
CLOSED07,506-7,506-100%$313.7K$0-$313.7K2026-10-29
First Heartland Consultants, Inc.
CLOSED05,307-5,307-100%$221.8K$0-$221.8K2026-10-08
Cornerstone Wealth, LLC
CLOSED05,300-5,300-100%$222.9K$0-$222.9K2026-10-28
Larson Financial Group LLC
CLOSED01,900-1,900-100%$79.4K$0-$79.4K2026-11-05
Bullseye Investment Management, LLC
CLOSED0600-600-100%$25.1K$0-$25.1K2026-10-29
Raymond James Financial Inc
N/A—508,454-508,454-100%$21.3M———
Cetera Investment Advisers
N/A—338,216-338,216-100%$14.1M———
Osaic Holdings, Inc.
N/A—312,079-312,079-100%$13.0M———
Arax Advisory Partners
N/A—135,012-135,012-100%$5.6M———
Envestnet Asset Management Inc
N/A—93,724-93,724-100%$3.9M———
Per Stirling Capital Management, Llc.
N/A—75,231-75,231-100%$3.1M———
FSB Premier Wealth Management, Inc.
N/A—55,240-55,240-100%$2.3M———
Susquehanna International Group, LLP
N/A—45,668-45,668-100%$1.9M———
Tanglewood Legacy Advisors, LLC
N/A—38,442-38,442-100%$1.6M———
NewEdge Advisors, LLC
N/A—37,233-37,233-100%$1.6M———
MML Investors Services, LLC
N/A—34,334-34,334-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—30,175-30,175-100%$1.3M———
Secured Retirement Advisors, LLC
N/A—27,906-27,906-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—27,625-27,625-100%$1.2M———
Citadel Advisors LLC
N/A—24,822-24,822-100%$1.0M———
Janney Montgomery Scott LLC
N/A—18,783-18,783-100%$785.0K———
Stratos Wealth Advisors, LLC
N/A—16,647-16,647-100%$695.8K———
BFC Planning, Inc.
N/A—13,066-13,066-100%$546.1K———
Gallagher Fiduciary Advisors, LLC
N/A—12,779-12,779-100%$534.1K———
Harbour Investments, Inc.
N/A—10,734-10,734-100%$448.6K———
HRT Financial LP
N/A—10,592-10,592-100%$442.0K———
Mutual Advisors, LLC
N/A—10,557-10,557-100%$441.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,515-10,515-100%$439.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,178-10,178-100%$425.4K———
Rehmann Capital Advisory Group
N/A—10,109-10,109-100%$422.5K———
CreativeOne Wealth, LLC
N/A—9,795-9,795-100%$409.4K———
Wood Tarver Financial Group, LLC
N/A—9,274-9,274-100%$387.0K———
Ancora Advisors LLCA
N/A—8,344-8,344-100%$348.7K———
MAI Capital Management
N/A—8,302-8,302-100%$347.0K———
Royal Bank of Canada
N/A—8,169-8,169-100%$341.0K———
American Financial Advisors, LLC
N/A—7,880-7,880-100%$329.3K———
Private Advisor Group, LLC
N/A—7,800-7,800-100%$326.0K———
Ameritas Advisory Services, LLC
N/A—7,088-7,088-100%$296.2K———
Sanctuary Advisors, LLC
N/A—6,611-6,611-100%$276.3K———
Sequent Planning LLC
N/A—6,580-6,580-100%$275.0K———
Keating Financial Advisory Services, Inc.
N/A—6,473-6,473-100%$270.5K———
Advisory Alpha, LLC
N/A—6,020-6,020-100%$251.6K———
Bluespring Wealth Management, LLC
N/A—5,698-5,698-100%$238.1K———
Arkadios Wealth Advisors
N/A—5,630-5,630-100%$235.3K———
Mariner, LLC
N/A—5,475-5,475-100%$228.8K———
Quantinno Capital Management LP
N/A—5,196-5,196-100%$217.2K———
Insigneo Advisory Services, LLC
N/A—4,849-4,849-100%$202.7K———
Geneos Wealth Management Inc.
N/A—4,813-4,813-100%$201.2K———
Fiduciary Financial Advisors
N/A—4,179-4,179-100%$174.7K———
Global Retirement Partners, LLC
N/A—3,250-3,250-100%$135.8K———
Rockefeller Capital Management L.P.
N/A—3,030-3,030-100%$126.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,849-2,849-100%$119.1K———
AE Wealth Management LLC
N/A—2,173-2,173-100%$90.8K———
Benson Wealth Management Inc
N/A—2,000-2,000-100%$83.6K———
Topsail Wealth Management, LLC
N/A—800-800-100%$33.4K———
Integrity Financial Corp
N/A—482-482-100%$20.1K———
Frazier Financial Advisors, LLC
N/A—300-300-100%$12.5K———
Showing 109 of 109 institutions