FT Vest US Equity Moderate B (GOCT)

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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Kestra Advisory Services, LLC

DECREASED

Shares173,283 from 174,597

Change-1,314 (-1%)

Value$7.4M (+$142.2K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares107,464 from 121,023

Change-13,559 (-11%)

Value$4.6M (-$441.3K)

Filed 2026-11-02

Sagespring Wealth Partners, LLC

DECREASED

Shares102,793 from 105,026

Change-2,233 (-2%)

Value$4.4M (+$23.9K)

Filed 2026-10-22

Truist Financial Corp

DECREASED

Shares70,927 from 73,470

Change-2,543 (-3%)

Value$3.0M (-$25.1K)

Filed 2026-10-30

LPL Financial LLC

DECREASED

Shares59,766 from 59,825

Change-59 (0%)

Value$2.6M (+$65.4K)

Filed 2026-11-06

Uptick Partners, LLC

INCREASED

Shares46,706 from 46,694

Change+12 (+0%)

Value$2.0M (+$53.5K)

Filed 2026-11-04

Founders Financial Securities LLC

INCREASED

Shares45,198 from 42,610

Change+2,588 (+6%)

Value$1.9M (+$158.8K)

Filed 2026-10-28

Americana Partners, LLC

DECREASED

Shares44,618 from 44,986

Change-368 (-1%)

Value$1.9M (+$35.4K)

Filed 2026-10-28

Range Financial Group LLC

DECREASED

Shares43,277 from 44,227

Change-950 (-2%)

Value$1.8M (+$9.7K)

Filed 2026-10-21

Schulz Wealth, Ltd.

UNCHANGED

Shares42,065 from 42,065

Change0 (0%)

Value$1.8M (+$47.8K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares36,323 from 42,470

Change-6,147 (-14%)

Value$1.6M (-$214.0K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

UNCHANGED

Shares30,997 from 30,997

Change0 (0%)

Value$1.3M (+$35.2K)

Filed 2026-10-16

New Wave Wealth Advisors LLC

NEW

Shares21,413

Change+21,413

Value$919.7K

Filed 2026-10-19

Midwest Financial Network, LLC

DECREASED

Shares20,946 from 38,267

Change-17,321 (-45%)

Value$894.0K (-$695.8K)

Filed 2026-10-13

FWG Investments, Llc.

DECREASED

Shares20,709 from 21,305

Change-596 (-3%)

Value$883.9K (-$1.2K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares19,816 from 14,467

Change+5,349 (+37%)

Value$850.3K (+$245.9K)

Filed 2026-10-13

City Holding Co

DECREASED

Shares18,650 from 32,650

Change-14,000 (-43%)

Value$796.0K (-$560.3K)

Filed 2026-10-19

Diligent Investors, LLC

UNCHANGED

Shares16,825 from 16,825

Change0 (0%)

Value$718.1K (+$19.1K)

Filed 2026-10-21

Kestra Private Wealth Services, LLC

DECREASED

Shares15,980 from 16,650

Change-670 (-4%)

Value$682.0K (-$9.7K)

Filed 2026-11-06

LVZ, Inc.

UNCHANGED

Shares14,678 from 14,678

Change0 (0%)

Value$626.5K (+$16.7K)

Filed 2026-10-20

Reap Financial Group, LLC

DECREASED

Shares11,391 from 11,630

Change-239 (-2%)

Value$486.2K (+$3.0K)

Filed 2026-11-02

Beacon Financial Advisory LLC

UNCHANGED

Shares10,540 from 10,540

Change0 (0%)

Value$449.8K (+$12.0K)

Filed 2026-10-16

CoreCap Advisors, LLC

INCREASED

Shares10,464 from 9,609

Change+855 (+9%)

Value$446.6K (+$47.4K)

Filed 2026-10-08

Keystone Wealth Services, LLC

DECREASED

Shares9,451 from 9,551

Change-100 (-1%)

Value$403.5K (+$6.7K)

Filed 2026-11-03

RFG Advisory, LLC

UNCHANGED

Shares9,046 from 9,046

Change0 (0%)

Value$386.1K (+$10.3K)

Filed 2026-11-03

Elevation Point Wealth Partners, LLC

DECREASED

Shares8,842 from 9,320

Change-478 (-5%)

Value$377.4K (-$9.8K)

Filed 2026-11-05

Tounjian Advisory Partners, LLC

DECREASED

Shares7,414 from 9,882

Change-2,468 (-25%)

Value$316.4K (-$94.1K)

Filed 2026-11-04

Archer Investment Corp

DECREASED

Shares7,137 from 7,616

Change-479 (-6%)

Value$304.6K (-$11.8K)

Filed 2026-11-05

Clear Creek Financial Management, LLC

DECREASED

Shares5,952 from 6,245

Change-293 (-5%)

Value$254.0K (-$5.4K)

Filed 2026-10-28

Lanark Financial, Inc.

UNCHANGED

Shares5,489 from 5,489

Change0 (0%)

Value$234.3K (+$6.2K)

Filed 2026-10-26

Nations Financial Group Inc,

DECREASED

Shares5,450 from 5,575

Change-125 (-2%)

Value$232.6K (+$995)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares4,961 from 3,961

Change+1,000 (+25%)

Value$211.7K (+$47.2K)

Filed 2026-10-08

Barclays PLC

UNCHANGED

Shares4,940 from 4,940

Change0 (0%)

Value$210.8K (+$5.6K)

Filed 2026-11-06

Madrona Financial Services, LLC

UNCHANGED

Shares4,925 from 4,925

Change0 (0%)

Value$210.2K (+$5.6K)

Filed 2026-10-23

Mayfair Advisory Group, LLC

DECREASED

Shares4,798 from 5,038

Change-240 (-5%)

Value$204.8K (-$4.7K)

Filed 2026-10-20

Reicon Wealth Advisors, LLC

UNCHANGED

Shares3,624 from 3,624

Change0 (0%)

Value$154.7K (+$4.1K)

Filed 2026-11-04

IFP Advisors, Inc

DECREASED

Shares3,069 from 11,388

Change-8,319 (-73%)

Value$131.0K (-$342.1K)

Filed 2026-10-16

Buck Wealth Strategies, LLC

UNCHANGED

Shares2,800 from 2,800

Change0 (0%)

Value$119.5K (+$3.2K)

Filed 2026-10-28

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares2,300 from 2,300

Change0 (0%)

Value$98.2K (+$2.6K)

Filed 2026-11-03

IMG Wealth Management, Inc.

UNCHANGED

Shares2,212 from 2,212

Change0 (0%)

Value$94.4K (+$2.5K)

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares1,926 from 1,926

Change0 (0%)

Value$82.2K (+$2.2K)

Filed 2026-10-21

Financial Network Wealth Advisors LLC

UNCHANGED

Shares1,819 from 1,819

Change0 (0%)

Value$77.6K (+$2.1K)

Filed 2026-10-28

Noble Wealth Management PBC

DECREASED

Shares1,023 from 1,275

Change-252 (-20%)

Value$43.7K (-$9.3K)

Filed 2026-10-01

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares734 from 734

Change0 (0%)

Value$31.3K (+$834)

Filed 2026-10-23

Larson Financial Group LLC

UNCHANGED

Shares641 from 641

Change0 (0%)

Value$27.4K (+$728)

Filed 2026-11-05

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$25.6K (+$681)

Filed 2026-10-29

CX Institutional

UNCHANGED

Shares579 from 579

Change0 (0%)

Value$25 (+$1)

Filed 2026-10-02

Triumph Capital Management

UNCHANGED

Shares507 from 507

Change0 (0%)

Value$21.6K (+$576)

Filed 2026-10-14

Capital Investment Advisory Services, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$21.4K (+$586)

Filed 2026-10-30

Raymond James Financial Inc

N/A

Shares— from 304,759

Change-304,759 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 162,649

Change-162,649 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 154,868

Change-154,868 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 149,370

Change-149,370 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 140,920

Change-140,920 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 125,814

Change-125,814 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 77,170

Change-77,170 (-100%)

Value—

Corus Family Wealth Advisors

N/A

Shares— from 73,126

Change-73,126 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 43,802

Change-43,802 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 41,171

Change-41,171 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 32,695

Change-32,695 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 32,286

Change-32,286 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 31,506

Change-31,506 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 27,402

Change-27,402 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 26,551

Change-26,551 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 24,460

Change-24,460 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 23,421

Change-23,421 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 20,899

Change-20,899 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 19,480

Change-19,480 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 18,709

Change-18,709 (-100%)

Value—

Bcgm Wealth Management, LLC

N/A

Shares— from 17,505

Change-17,505 (-100%)

Value—

Alpha Financial Partners LLC

N/A

Shares— from 16,297

Change-16,297 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 15,896

Change-15,896 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 15,598

Change-15,598 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 13,943

Change-13,943 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 13,731

Change-13,731 (-100%)

Value—

Fortress Private Ledger, LLC

N/A

Shares— from 13,591

Change-13,591 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 13,060

Change-13,060 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 10,110

Change-10,110 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 9,393

Change-9,393 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 9,320

Change-9,320 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 9,029

Change-9,029 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 8,408

Change-8,408 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 8,224

Change-8,224 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 7,999

Change-7,999 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 7,269

Change-7,269 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 7,139

Change-7,139 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 7,139

Change-7,139 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 6,745

Change-6,745 (-100%)

Value—

Marshall Financial Group, LLC

N/A

Shares— from 6,587

Change-6,587 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,502

Change-6,502 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 6,478

Change-6,478 (-100%)

Value—

Pinnacle Family Advisors, LLC

N/A

Shares— from 6,010

Change-6,010 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,400

Change-5,400 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 5,246

Change-5,246 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 5,152

Change-5,152 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 4,994

Change-4,994 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 4,821

Change-4,821 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 3,050

Change-3,050 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,349

Change-2,349 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 1,635

Change-1,635 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,445

Change-1,445 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 887

Change-887 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 867

Change-867 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 400

Change-400 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 258

Change-258 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 255

Change-255 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 145

Change-145 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 29

Change-29 (-100%)

Value—

	Status
Kestra Advisory Services, LLC	DECREASED	173,283	174,597	-1,314	-1%	$7.3M	$7.4M	+$142.2K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	107,464	121,023	-13,559	-11%	$5.0M	$4.6M	-$441.3K	2026-11-02
Sagespring Wealth Partners, LLC	DECREASED	102,793	105,026	-2,233	-2%	$4.4M	$4.4M	+$23.9K	2026-10-22
Truist Financial Corp	DECREASED	70,927	73,470	-2,543	-3%	$3.1M	$3.0M	-$25.1K	2026-10-30
LPL Financial LLC	DECREASED	59,766	59,825	-59	0%	$2.5M	$2.6M	+$65.4K	2026-11-06
Uptick Partners, LLC	INCREASED	46,706	46,694	+12	+0%	$1.9M	$2.0M	+$53.5K	2026-11-04
Founders Financial Securities LLC	INCREASED	45,198	42,610	+2,588	+6%	$1.8M	$1.9M	+$158.8K	2026-10-28
Americana Partners, LLC	DECREASED	44,618	44,986	-368	-1%	$1.9M	$1.9M	+$35.4K	2026-10-28
Range Financial Group LLC	DECREASED	43,277	44,227	-950	-2%	$1.8M	$1.8M	+$9.7K	2026-10-21
Schulz Wealth, Ltd.	UNCHANGED	42,065	42,065	0	0%	$1.7M	$1.8M	+$47.8K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	36,323	42,470	-6,147	-14%	$1.8M	$1.6M	-$214.0K	2026-11-02
Concurrent Investment Advisors, LLC	UNCHANGED	30,997	30,997	0	0%	$1.3M	$1.3M	+$35.2K	2026-10-16
New Wave Wealth Advisors LLC	NEW	21,413	—	+21,413	—	—	$919.7K	—	2026-10-19
Midwest Financial Network, LLC	DECREASED	20,946	38,267	-17,321	-45%	$1.6M	$894.0K	-$695.8K	2026-10-13
FWG Investments, Llc.	DECREASED	20,709	21,305	-596	-3%	$885.1K	$883.9K	-$1.2K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	19,816	14,467	+5,349	+37%	$604.4K	$850.3K	+$245.9K	2026-10-13
City Holding Co	DECREASED	18,650	32,650	-14,000	-43%	$1.4M	$796.0K	-$560.3K	2026-10-19
Diligent Investors, LLC	UNCHANGED	16,825	16,825	0	0%	$699.0K	$718.1K	+$19.1K	2026-10-21
Kestra Private Wealth Services, LLC	DECREASED	15,980	16,650	-670	-4%	$691.7K	$682.0K	-$9.7K	2026-11-06
LVZ, Inc.	UNCHANGED	14,678	14,678	0	0%	$609.8K	$626.5K	+$16.7K	2026-10-20
Reap Financial Group, LLC	DECREASED	11,391	11,630	-239	-2%	$483.2K	$486.2K	+$3.0K	2026-11-02
Beacon Financial Advisory LLC	UNCHANGED	10,540	10,540	0	0%	$437.9K	$449.8K	+$12.0K	2026-10-16
CoreCap Advisors, LLC	INCREASED	10,464	9,609	+855	+9%	$399.2K	$446.6K	+$47.4K	2026-10-08
Keystone Wealth Services, LLC	DECREASED	9,451	9,551	-100	-1%	$396.8K	$403.5K	+$6.7K	2026-11-03
RFG Advisory, LLC	UNCHANGED	9,046	9,046	0	0%	$375.8K	$386.1K	+$10.3K	2026-11-03
Elevation Point Wealth Partners, LLC	DECREASED	8,842	9,320	-478	-5%	$387.2K	$377.4K	-$9.8K	2026-11-05
Tounjian Advisory Partners, LLC	DECREASED	7,414	9,882	-2,468	-25%	$410.5K	$316.4K	-$94.1K	2026-11-04
Archer Investment Corp	DECREASED	7,137	7,616	-479	-6%	$316.4K	$304.6K	-$11.8K	2026-11-05
Clear Creek Financial Management, LLC	DECREASED	5,952	6,245	-293	-5%	$259.4K	$254.0K	-$5.4K	2026-10-28
Lanark Financial, Inc.	UNCHANGED	5,489	5,489	0	0%	$228.0K	$234.3K	+$6.2K	2026-10-26
Nations Financial Group Inc,	DECREASED	5,450	5,575	-125	-2%	$231.6K	$232.6K	+$995	2026-11-05
Farther Finance Advisors, LLC	INCREASED	4,961	3,961	+1,000	+25%	$164.6K	$211.7K	+$47.2K	2026-10-08
Barclays PLC	UNCHANGED	4,940	4,940	0	0%	$205.2K	$210.8K	+$5.6K	2026-11-06
Madrona Financial Services, LLC	UNCHANGED	4,925	4,925	0	0%	$204.6K	$210.2K	+$5.6K	2026-10-23
Mayfair Advisory Group, LLC	DECREASED	4,798	5,038	-240	-5%	$209.4K	$204.8K	-$4.7K	2026-10-20
Reicon Wealth Advisors, LLC	UNCHANGED	3,624	3,624	0	0%	$150.6K	$154.7K	+$4.1K	2026-11-04
IFP Advisors, Inc	DECREASED	3,069	11,388	-8,319	-73%	$473.1K	$131.0K	-$342.1K	2026-10-16
Buck Wealth Strategies, LLC	UNCHANGED	2,800	2,800	0	0%	$116.3K	$119.5K	+$3.2K	2026-10-28
Ashton Thomas Private Wealth, LLC	UNCHANGED	2,300	2,300	0	0%	$95.6K	$98.2K	+$2.6K	2026-11-03
IMG Wealth Management, Inc.	UNCHANGED	2,212	2,212	0	0%	$91.9K	$94.4K	+$2.5K	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	1,926	1,926	0	0%	$80.0K	$82.2K	+$2.2K	2026-10-21
Financial Network Wealth Advisors LLC	UNCHANGED	1,819	1,819	0	0%	$75.6K	$77.6K	+$2.1K	2026-10-28
Noble Wealth Management PBC	DECREASED	1,023	1,275	-252	-20%	$53.0K	$43.7K	-$9.3K	2026-10-01
Dhjj Financial Advisors, Ltd.	UNCHANGED	734	734	0	0%	$30.5K	$31.3K	+$834	2026-10-23
Larson Financial Group LLC	UNCHANGED	641	641	0	0%	$26.6K	$27.4K	+$728	2026-11-05
Blue Bell Private Wealth Management, LLC	UNCHANGED	600	600	0	0%	$24.9K	$25.6K	+$681	2026-10-29
CX Institutional	UNCHANGED	579	579	0	0%	$24	$25	+$1	2026-10-02
Triumph Capital Management	UNCHANGED	507	507	0	0%	$21.1K	$21.6K	+$576	2026-10-14
Capital Investment Advisory Services, LLC	UNCHANGED	500	500	0	0%	$20.8K	$21.4K	+$586	2026-10-30
Raymond James Financial Inc	N/A	—	304,759	-304,759	-100%	$12.7M	—	—	—
Sequent Planning LLC	N/A	—	162,649	-162,649	-100%	$6.8M	—	—	—
Cetera Investment Advisers	N/A	—	154,868	-154,868	-100%	$6.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	149,370	-149,370	-100%	$6.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	140,920	-140,920	-100%	$5.9M	—	—	—
Advisory Services Network, LLC	N/A	—	125,814	-125,814	-100%	$5.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	77,170	-77,170	-100%	$3.2M	—	—	—
Corus Family Wealth Advisors	N/A	—	73,126	-73,126	-100%	$3.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	43,802	-43,802	-100%	$1.8M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	41,171	-41,171	-100%	$1.7M	—	—	—
Citadel Advisors LLC	N/A	—	32,695	-32,695	-100%	$1.4M	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	32,286	-32,286	-100%	$1.3M	—	—	—
Captrust Financial Advisors	N/A	—	31,506	-31,506	-100%	$1.3M	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	27,402	-27,402	-100%	$1.1M	—	—	—
HRT Financial LP	N/A	—	26,551	-26,551	-100%	$1.1M	—	—	—
CreativeOne Wealth, LLC	N/A	—	24,460	-24,460	-100%	$1.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	23,421	-23,421	-100%	$973.0K	—	—	—
Royal Bank of Canada	N/A	—	20,899	-20,899	-100%	$868.0K	—	—	—
MML Investors Services, LLC	N/A	—	19,480	-19,480	-100%	$809.3K	—	—	—
Harbour Investments, Inc.	N/A	—	18,709	-18,709	-100%	$777.3K	—	—	—
Bcgm Wealth Management, LLC	N/A	—	17,505	-17,505	-100%	$727.2K	—	—	—
Alpha Financial Partners LLC	N/A	—	16,297	-16,297	-100%	$677.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	15,896	-15,896	-100%	$660.4K	—	—	—
Mutual Advisors, LLC	N/A	—	15,598	-15,598	-100%	$648.0K	—	—	—
MAI Capital Management	N/A	—	13,943	-13,943	-100%	$579.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	13,731	-13,731	-100%	$570.4K	—	—	—
Fortress Private Ledger, LLC	N/A	—	13,591	-13,591	-100%	$564.6K	—	—	—
Arkadios Wealth Advisors	N/A	—	13,060	-13,060	-100%	$542.6K	—	—	—
Focus Partners Wealth	N/A	—	10,110	-10,110	-100%	$420.0K	—	—	—
Principal Securities, Inc.	N/A	—	9,393	-9,393	-100%	$390.2K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	9,320	-9,320	-100%	$387.2K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	9,029	-9,029	-100%	$375.1K	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	8,408	-8,408	-100%	$349.3K	—	—	—
Rehmann Capital Advisory Group	N/A	—	8,224	-8,224	-100%	$341.7K	—	—	—
Kintra Wealth, LLC	N/A	—	7,999	-7,999	-100%	$338.5K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	7,269	-7,269	-100%	$302.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	7,139	-7,139	-100%	$296.6K	—	—	—
BFC Planning, Inc.	N/A	—	7,139	-7,139	-100%	$296.6K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	6,745	-6,745	-100%	$280.2K	—	—	—
Marshall Financial Group, LLC	N/A	—	6,587	-6,587	-100%	$273.7K	—	—	—
Mariner, LLC	N/A	—	6,502	-6,502	-100%	$270.1K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	6,478	-6,478	-100%	$269.1K	—	—	—
Pinnacle Family Advisors, LLC	N/A	—	6,010	-6,010	-100%	$249.7K	—	—	—
Private Advisor Group, LLC	N/A	—	5,400	-5,400	-100%	$224.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	5,246	-5,246	-100%	$217.9K	—	—	—
Old Mission Capital LLC	N/A	—	5,152	-5,152	-100%	$214.0K	—	—	—
Integrity Financial Corp	N/A	—	4,994	-4,994	-100%	$207.5K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	4,821	-4,821	-100%	$200.3K	—	—	—
Capital Analysts, LLC	N/A	—	3,050	-3,050	-100%	$127.0K	—	—	—
UBS Group AG	N/A	—	2,349	-2,349	-100%	$97.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,800	-1,800	-100%	$74.8K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	1,635	-1,635	-100%	$67.9K	—	—	—
Morgan Stanley	N/A	—	1,445	-1,445	-100%	$60.0K	—	—	—
Hollencrest Capital Management	N/A	—	887	-887	-100%	$36.9K	—	—	—
AE Wealth Management LLC	N/A	—	867	-867	-100%	$36.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	500	-500	-100%	$20.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	400	-400	-100%	$16.6K	—	—	—
Arax Advisory Partners	N/A	—	258	-258	-100%	$10.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	255	-255	-100%	$10.6K	—	—	—
Strive Financial Group,LLC	N/A	—	145	-145	-100%	$6.0K	—	—	—
JPMorgan Chase & Co	N/A	—	29	-29	-100%	$1.2K	—	—	—

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