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FT VST LAD Deep BUF ETF-Usdi (BUFD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares14,646,206 from 11,280,816
Change+3,365,390 (+30%)
Value$444.8M (+$109.5M)
Filed 2026-11-06
GW Henssler & Associates LTD
INCREASED
Shares4,060,730 from 4,032,792
Change+27,938 (+1%)
Value$123.3M (+$3.5M)
Filed 2026-10-26
Centennial Wealth Advisory LLC
INCREASED
Shares1,840,391 from 1,796,034
Change+44,357 (+2%)
Value$55.9M (+$2.5M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,368,409 from 1,253,318
Change+115,091 (+9%)
Value$41.6M (+$4.3M)
Filed 2026-10-20
Capital Asset Advisory Services LLC
INCREASED
Shares1,181,777 from 1,010,755
Change+171,022 (+17%)
Value$36.0M (+$6.0M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares917,924 from 877,996
Change+39,928 (+5%)
Value$27.9M (+$1.8M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares849,691 from 852,662
Change-2,971 (0%)
Value$25.8M (+$464.0K)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares814,829 from 886,574
Change-71,745 (-8%)
Value$24.7M (-$1.6M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares783,685 from 764,521
Change+19,164 (+3%)
Value$23.8M (+$1.1M)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares666,816 from 574,494
Change+92,322 (+16%)
Value$20.3M (+$3.2M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares631,619 from 536,054
Change+95,565 (+18%)
Value$19.2M (+$3.3M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares396,660 from 402,580
Change-5,920 (-1%)
Value$12.0M (+$81.9K)
Filed 2026-11-06
Santori & Peters, Inc.
INCREASED
Shares380,795 from 367,507
Change+13,288 (+4%)
Value$11.6M (+$642.4K)
Filed 2026-10-26
Milestone Asset Management, LLC
DECREASED
Shares372,462 from 395,577
Change-23,115 (-6%)
Value$11.3M (-$444.9K)
Filed 2026-10-15
IMG Wealth Management, Inc.
INCREASED
Shares330,326 from 311,544
Change+18,782 (+6%)
Value$10.0M (+$772.9K)
Filed 2026-10-27
Simplicity Wealth,LLC
INCREASED
Shares329,494 from 319,453
Change+10,041 (+3%)
Value$10.0M (+$512.6K)
Filed 2026-10-23
Jacobi Capital Management LLC
INCREASED
Shares278,497 from 255,285
Change+23,212 (+9%)
Value$8.5M (+$870.9K)
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares234,164 from 222,051
Change+12,113 (+5%)
Value$7.1M (+$513.0K)
Filed 2026-10-22
Precedent Wealth Partners, LLC
INCREASED
Shares217,270 from 198,909
Change+18,361 (+9%)
Value$6.6M (+$686.9K)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares209,934 from 149,280
Change+60,654 (+41%)
Value$6.4M (+$1.9M)
Filed 2026-11-04
Compass Financial Services Inc
INCREASED
Shares205,318 from 96,376
Change+108,942 (+113%)
Value$6.2M (+$3.4M)
Filed 2026-11-06
Miramontes Capital, LLC
INCREASED
Shares171,432 from 156,152
Change+15,280 (+10%)
Value$5.2M (+$565.6K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares164,014 from 146,790
Change+17,224 (+12%)
Value$5.0M (+$618.5K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares141,905 from 159,261
Change-17,356 (-11%)
Value$4.3M (-$427.5K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares124,613 from 123,372
Change+1,241 (+1%)
Value$3.8M (+$117.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares120,042 from 110,056
Change+9,986 (+9%)
Value$3.7M (+$381.4K)
Filed 2026-10-13
Apollon Financial, LLC
UNCHANGED
Shares101,898 from 101,898
Change0 (0%)
Value$3.1M (+$66.2K)
Filed 2026-10-23
Nicholas Wealth, Llc.
INCREASED
Shares93,772 from 42,353
Change+51,419 (+121%)
Value$2.8M (+$1.6M)
Filed 2026-10-26
Iams Wealth Management, LLC
DECREASED
Shares90,843 from 112,730
Change-21,887 (-19%)
Value$2.8M (-$591.4K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares90,285 from 91,238
Change-953 (-1%)
Value$2.7M (+$30.4K)
Filed 2026-10-16
Richmond Investment Services, LLC
INCREASED
Shares84,951 from 73,967
Change+10,984 (+15%)
Value$2.6M (+$381.7K)
Filed 2026-10-29
Five Pine Wealth Management
DECREASED
Shares80,049 from 81,452
Change-1,403 (-2%)
Value$2.4M (+$10.3K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares75,145 from 56,744
Change+18,401 (+32%)
Value$2.3M (+$595.7K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares75,111 from 80,248
Change-5,137 (-6%)
Value$2.3M (-$131.1K)
Filed 2026-10-26
Maia Wealth LLC
DECREASED
Shares74,222 from 74,729
Change-507 (-1%)
Value$2.3M (+$33.2K)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares71,396
Change+71,396
Value$2.2M
Filed 2026-10-28
Atlas Private Wealth Advisors
INCREASED
Shares71,206 from 70,452
Change+754 (+1%)
Value$2.2M (+$68.7K)
Filed 2026-10-23
Stone Wealth Partners
NEW
Shares70,546
Change+70,546
Value$2.1M
Filed 2026-11-05
Family Capital Management, Inc.
INCREASED
Shares70,426 from 64,936
Change+5,490 (+8%)
Value$2.1M (+$208.9K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares62,086 from 53,596
Change+8,490 (+16%)
Value$1.9M (+$292.7K)
Filed 2026-10-28
Claro Advisors Inc.
DECREASED
Shares53,296 from 54,271
Change-975 (-2%)
Value$1.6M (+$5.7K)
Filed 2026-11-02
Echo Wealth Management, LLC
INCREASED
Shares52,742 from 47,643
Change+5,099 (+11%)
Value$1.6M (+$185.8K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED
Shares50,340 from 50,765
Change-425 (-1%)
Value$1.5M (+$20.1K)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares43,900 from 27,147
Change+16,753 (+62%)
Value$1.3M (+$526.4K)
Filed 2026-10-26
Vima LLC
DECREASED
Shares42,862 from 43,032
Change-170 (0%)
Value$1.3M (+$22.8K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares39,175 from 33,709
Change+5,466 (+16%)
Value$1.2M (+$187.9K)
Filed 2026-10-29
LifeWealth Investments, LLC
INCREASED
Shares38,184 from 36,502
Change+1,682 (+5%)
Value$1.2M (+$74.8K)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
INCREASED
Shares34,052 from 32,884
Change+1,168 (+4%)
Value$1.0M (+$56.8K)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares33,990 from 30,072
Change+3,918 (+13%)
Value$1.0M (+$138.5K)
Filed 2026-11-06
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares31,159 from 31,159
Change0 (0%)
Value$946.3K (+$20.3K)
Filed 2026-11-03
Ergawealth Advisors, Inc.
DECREASED
Shares28,458 from 29,171
Change-713 (-2%)
Value$864.3K (-$2.7K)
Filed 2026-10-21
Merit Financial Group, LLC
UNCHANGED
Shares27,820 from 27,820
Change0 (0%)
Value$844.9K (+$18.1K)
Filed 2026-11-06
EdgeRock Capital LLC
UNCHANGED
Shares27,524 from 27,524
Change0 (0%)
Value$835.9K (+$17.9K)
Filed 2026-11-03
Blueprint Investment Partners LLC
INCREASED
Shares26,991 from 26,863
Change+128 (+0%)
Value$819.7K (+$21.3K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares26,991 from 26,863
Change+128 (+0%)
Value$819.7K (+$21.3K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares23,140 from 23,140
Change0 (0%)
Value$702.8K (+$15.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares23,135 from 5,838
Change+17,297 (+296%)
Value$702.6K (+$529.1K)
Filed 2026-10-08
Cascade Investment Group, Inc.
UNCHANGED
Shares21,774 from 21,774
Change0 (0%)
Value$661.3K (+$14.2K)
Filed 2026-10-13
BAM Wealth Management, LLC
INCREASED
Shares21,152 from 10,650
Change+10,502 (+99%)
Value$642.4K (+$325.9K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
UNCHANGED
Shares19,681 from 19,681
Change0 (0%)
Value$597.7K (+$12.8K)
Filed 2026-10-13
Verus Capital Partners, LLC
NEW
Shares19,666
Change+19,666
Value$597.3K
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares19,652 from 20,710
Change-1,058 (-5%)
Value$596.8K (-$18.7K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
UNCHANGED
Shares19,370 from 19,370
Change0 (0%)
Value$588.3K (+$12.8K)
Filed 2026-10-20
Castleview Partners, LLC
DECREASED
Shares19,053 from 21,541
Change-2,488 (-12%)
Value$578.6K (-$61.6K)
Filed 2026-10-09
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares18,720 from 18,720
Change0 (0%)
Value$568.5K (+$12.2K)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares18,717 from 18,379
Change+338 (+2%)
Value$568.4K (+$22.2K)
Filed 2026-11-05
Strategic Blueprint, LLC
UNCHANGED
Shares18,645 from 18,645
Change0 (0%)
Value$566.2K (+$12.1K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
UNCHANGED
Shares18,616 from 18,616
Change0 (0%)
Value$565.4K (+$12.1K)
Filed 2026-10-16
Accurate Wealth Management, LLC
NEW
Shares18,570
Change+18,570
Value$569.4K
Filed 2026-10-20
Soltis Investment Advisors LLC
UNCHANGED
Shares17,138 from 17,138
Change0 (0%)
Value$520.5K (+$11.1K)
Filed 2026-10-28
Chris Bulman Inc
INCREASED
Shares15,478 from 14,985
Change+493 (+3%)
Value$470.1K (+$24.7K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
UNCHANGED
Shares15,469 from 15,469
Change0 (0%)
Value$469.8K (+$10.1K)
Filed 2026-10-14
AlphaStar Capital Management, LLC
INCREASED
Shares15,447 from 14,892
Change+555 (+4%)
Value$469.1K (+$26.5K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares15,024 from 30,359
Change-15,335 (-51%)
Value$456.3K (-$446.0K)
Filed 2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED
Shares14,150 from 13,748
Change+402 (+3%)
Value$429.7K (+$21.1K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares14,058 from 14,058
Change0 (0%)
Value$426.9K (+$9.1K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares13,884 from 13,230
Change+654 (+5%)
Value$421.7K (+$28.5K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares13,652 from 11,413
Change+2,239 (+20%)
Value$414.6K (+$75.4K)
Filed 2026-11-04
TopTier Wealth Management, LLC
UNCHANGED
Shares13,331 from 13,331
Change0 (0%)
Value$404.9K (+$8.7K)
Filed 2026-10-16
MN Wealth Advisors, LLC
INCREASED
Shares12,834 from 8,126
Change+4,708 (+58%)
Value$389.8K (+$148.3K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED
Shares12,830 from 13,305
Change-475 (-4%)
Value$389.6K (-$5.8K)
Filed 2026-10-16
Goldenstone Wealth Management LLC
INCREASED
Shares12,375 from 10,750
Change+1,625 (+15%)
Value$375.8K (+$56.3K)
Filed 2026-11-04
Cambridge Advisors Inc.
DECREASED
Shares12,282 from 12,632
Change-350 (-3%)
Value$373.0K (-$2.4K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
UNCHANGED
Shares11,960 from 11,960
Change0 (0%)
Value$363.2K (+$7.8K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares11,936 from 12,336
Change-400 (-3%)
Value$362.5K (-$4.1K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares11,622 from 28,699
Change-17,077 (-59%)
Value$353.0K (-$500.0K)
Filed 2026-10-16
Sovran Advisors, LLC
NEW
Shares11,548
Change+11,548
Value$353.6K
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares11,016 from 11,016
Change0 (0%)
Value$327.4K ($0)
Filed 2026-10-26
Level Four Advisory Services, LLC
NEW
Shares10,792
Change+10,792
Value$327.8K
Filed 2026-11-06
Schear Investment Advisers, LLC
NEW
Shares10,080
Change+10,080
Value$306.1K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares10,080 from 10,963
Change-883 (-8%)
Value$306.1K (-$19.7K)
Filed 2026-10-14
Global Assets Advisory, LLC
UNCHANGED
Shares9,874 from 9,874
Change0 (0%)
Value$301.8K (+$8.2K)
Filed 2026-10-28
VestGen Advisors, LLC
INCREASED
Shares9,682 from 7,078
Change+2,604 (+37%)
Value$294.0K (+$83.7K)
Filed 2026-10-27
HB Wealth Management, LLC
UNCHANGED
Shares8,986 from 8,986
Change0 (0%)
Value$272.9K (+$5.8K)
Filed 2026-10-23
Baker Avenue Asset Management, LP
INCREASED
Shares8,231 from 8,034
Change+197 (+2%)
Value$250.0K (+$11.2K)
Filed 2026-11-06
Financial Designs Corp
INCREASED
Shares8,169 from 7,680
Change+489 (+6%)
Value$248.1K (+$19.8K)
Filed 2026-10-09
Integrated Advisors Network LLC
INCREASED
Shares7,733 from 7,539
Change+194 (+3%)
Value$234.9K (+$10.8K)
Filed 2026-10-20
Darden Wealth Group Inc
DECREASED
Shares7,702 from 8,203
Change-501 (-6%)
Value$233.9K (-$9.9K)
Filed 2026-11-06
Encompass More Asset Management
DECREASED
Shares7,661 from 8,780
Change-1,119 (-13%)
Value$232.7K (-$28.3K)
Filed 2026-10-16
Core Wealth Partners LLC
UNCHANGED
Shares7,438 from 7,438
Change0 (0%)
Value$225.9K (+$4.8K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares7,228 from 7,236
Change-8 (0%)
Value$219.5K (+$4.5K)
Filed 2026-10-29
Virtus Wealth Solutions LLC
NEW
Shares6,695
Change+6,695
Value$203.3K
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares6,555 from 8,915
Change-2,360 (-26%)
Value$199.1K (-$65.9K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares6,266 from 3,667
Change+2,599 (+71%)
Value$190.3K (+$81.3K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
NEW
Shares5,000
Change+5,000
Value$151.9K
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares3,692 from 3,692
Change0 (0%)
Value$112.1K (+$2.4K)
Filed 2026-10-29
Triumph Capital Management
NEW
Shares3,400
Change+3,400
Value$103.3K
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$76.3K (+$1.6K)
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares2,475 from 3,125
Change-650 (-21%)
Value$75.2K (-$17.7K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,103 from 2,235
Change-132 (-6%)
Value$63.9K (-$2.6K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares1,843 from 885
Change+958 (+108%)
Value$56.0K (+$29.7K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares1,478
Change+1,478
Value$44.9K
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$43.6K (+$933)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$29.8K (+$637)
Filed 2026-11-05
Russell Investments Group, Ltd.
NEW
Shares623
Change+623
Value$18.9K
Filed 2026-11-06
Spire Wealth Management
NEW
Shares484
Change+484
Value$14.7K
Filed 2026-10-30
Albion Financial Group
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$10.9K (+$233)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$9.0K (+$193)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares252
Change+252
Value$7.7K
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$7.3K (+$156)
Filed 2026-11-05
SBI Securities Co., Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$91 (+$2)
Filed 2026-10-22
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 931,763
Change-931,763 (-100%)
Value$0 (-$27.7M)
Filed 2026-10-21
BIP Wealth, LLC
CLOSED
Shares0 from 31,084
Change-31,084 (-100%)
Value$0 (-$923.8K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 15,594
Change-15,594 (-100%)
Value$0 (-$463.4K)
Filed 2026-10-14
Independent Financial Group, LLC
CLOSED
Shares0 from 9,731
Change-9,731 (-100%)
Value$0 (-$289.2K)
Filed 2026-10-13
Virtue Capital Management, LLC
CLOSED
Shares0 from 9,050
Change-9,050 (-100%)
Value$0 (-$269.0K)
Filed 2026-10-29
Advisor Resource Council
CLOSED
Shares0 from 7,665
Change-7,665 (-100%)
Value$0 (-$227.8K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 5,246
Change-5,246 (-100%)
Value$0 (-$155.8K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-03
Envestnet Asset Management Inc
N/A
Shares— from 3,033,853
Change-3,033,853 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,308,698
Change-2,308,698 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,303,098
Change-2,303,098 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,739,605
Change-1,739,605 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,389,492
Change-1,389,492 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,213,346
Change-1,213,346 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 911,428
Change-911,428 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 801,494
Change-801,494 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 708,015
Change-708,015 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 586,835
Change-586,835 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 552,359
Change-552,359 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 499,610
Change-499,610 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 412,978
Change-412,978 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 403,291
Change-403,291 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 380,738
Change-380,738 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 337,936
Change-337,936 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 304,936
Change-304,936 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 299,887
Change-299,887 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 289,001
Change-289,001 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 260,471
Change-260,471 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 197,488
Change-197,488 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 177,200
Change-177,200 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 172,520
Change-172,520 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 144,705
Change-144,705 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 136,837
Change-136,837 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 136,740
Change-136,740 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 98,547
Change-98,547 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 95,987
Change-95,987 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 92,320
Change-92,320 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 91,344
Change-91,344 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 84,171
Change-84,171 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 82,790
Change-82,790 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 80,437
Change-80,437 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 78,640
Change-78,640 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 76,899
Change-76,899 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 76,241
Change-76,241 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 75,059
Change-75,059 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 69,025
Change-69,025 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 68,671
Change-68,671 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 67,290
Change-67,290 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 55,936
Change-55,936 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,876
Change-51,876 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 50,663
Change-50,663 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 49,347
Change-49,347 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 42,280
Change-42,280 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 42,140
Change-42,140 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 42,031
Change-42,031 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 39,736
Change-39,736 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,413
Change-39,413 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 39,190
Change-39,190 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 39,006
Change-39,006 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 36,710
Change-36,710 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 35,893
Change-35,893 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 33,047
Change-33,047 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 31,957
Change-31,957 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 30,805
Change-30,805 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 29,498
Change-29,498 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 29,143
Change-29,143 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 28,591
Change-28,591 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 27,839
Change-27,839 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 25,529
Change-25,529 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,328
Change-25,328 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,537
Change-24,537 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 24,022
Change-24,022 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,365
Change-23,365 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 23,140
Change-23,140 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 19,156
Change-19,156 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,853
Change-18,853 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,959
Change-16,959 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,542
Change-16,542 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 15,975
Change-15,975 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 15,189
Change-15,189 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,583
Change-14,583 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 14,309
Change-14,309 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,209
Change-14,209 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,920
Change-13,920 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 13,703
Change-13,703 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,566
Change-13,566 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 13,261
Change-13,261 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,549
Change-10,549 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,225
Change-9,225 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,191
Change-9,191 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,442
Change-8,442 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,332
Change-8,332 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,408
Change-5,408 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 995
Change-995 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 470
Change-470 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 469
Change-469 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
UBS Group AG
N/A
Shares— from 273
Change-273 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 150
Change-150 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 88
Change-88 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Status
LPL Financial LLC
INCREASED14,646,20611,280,816+3,365,390+30%$335.3M$444.8M+$109.5M2026-11-06
GW Henssler & Associates LTD
INCREASED4,060,7304,032,792+27,938+1%$119.9M$123.3M+$3.5M2026-10-26
Centennial Wealth Advisory LLC
INCREASED1,840,3911,796,034+44,357+2%$53.4M$55.9M+$2.5M2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED1,368,4091,253,318+115,091+9%$37.2M$41.6M+$4.3M2026-10-20
Capital Asset Advisory Services LLC
INCREASED1,181,7771,010,755+171,022+17%$30.0M$36.0M+$6.0M2026-10-30
Kestra Advisory Services, LLC
INCREASED917,924877,996+39,928+5%$26.1M$27.9M+$1.8M2026-11-02
Truist Financial Corp
DECREASED849,691852,662-2,9710%$25.3M$25.8M+$464.0K2026-10-30
Brookstone Capital Management
DECREASED814,829886,574-71,745-8%$26.3M$24.7M-$1.6M2026-10-22
Commonwealth Equity Services, LLC
INCREASED783,685764,521+19,164+3%$22.7M$23.8M+$1.1M2026-11-02
RFG Advisory, LLC
INCREASED666,816574,494+92,322+16%$17.1M$20.3M+$3.2M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED631,619536,054+95,565+18%$15.9M$19.2M+$3.3M2026-11-02
Kestra Private Wealth Services, LLC
DECREASED396,660402,580-5,920-1%$12.0M$12.0M+$81.9K2026-11-06
Santori & Peters, Inc.
INCREASED380,795367,507+13,288+4%$10.9M$11.6M+$642.4K2026-10-26
Milestone Asset Management, LLC
DECREASED372,462395,577-23,115-6%$11.8M$11.3M-$444.9K2026-10-15
IMG Wealth Management, Inc.
INCREASED330,326311,544+18,782+6%$9.3M$10.0M+$772.9K2026-10-27
Simplicity Wealth,LLC
INCREASED329,494319,453+10,041+3%$9.5M$10.0M+$512.6K2026-10-23
Jacobi Capital Management LLC
INCREASED278,497255,285+23,212+9%$7.6M$8.5M+$870.9K2026-11-05
Wedbush Securities Inc
INCREASED234,164222,051+12,113+5%$6.6M$7.1M+$513.0K2026-10-22
Precedent Wealth Partners, LLC
INCREASED217,270198,909+18,361+9%$5.9M$6.6M+$686.9K2026-10-21
Prospera Financial Services Inc
INCREASED209,934149,280+60,654+41%$4.4M$6.4M+$1.9M2026-11-04
Compass Financial Services Inc
INCREASED205,31896,376+108,942+113%$2.9M$6.2M+$3.4M2026-11-06
Miramontes Capital, LLC
INCREASED171,432156,152+15,280+10%$4.6M$5.2M+$565.6K2026-10-19
Atria Investments, Inc
INCREASED164,014146,790+17,224+12%$4.4M$5.0M+$618.5K2026-10-15
Sigma Planning Corp
DECREASED141,905159,261-17,356-11%$4.7M$4.3M-$427.5K2026-10-23
Creative Planning
INCREASED124,613123,372+1,241+1%$3.7M$3.8M+$117.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED120,042110,056+9,986+9%$3.3M$3.7M+$381.4K2026-10-13
Apollon Financial, LLC
UNCHANGED101,898101,89800%$3.0M$3.1M+$66.2K2026-10-23
Nicholas Wealth, Llc.
INCREASED93,77242,353+51,419+121%$1.3M$2.8M+$1.6M2026-10-26
Iams Wealth Management, LLC
DECREASED90,843112,730-21,887-19%$3.4M$2.8M-$591.4K2026-10-15
IFP Advisors, Inc
DECREASED90,28591,238-953-1%$2.7M$2.7M+$30.4K2026-10-16
Richmond Investment Services, LLC
INCREASED84,95173,967+10,984+15%$2.2M$2.6M+$381.7K2026-10-29
Five Pine Wealth Management
DECREASED80,04981,452-1,403-2%$2.4M$2.4M+$10.3K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED75,14556,744+18,401+32%$1.7M$2.3M+$595.7K2026-10-14
Triad Wealth Partners, LLC
DECREASED75,11180,248-5,137-6%$2.4M$2.3M-$131.1K2026-10-26
Maia Wealth LLC
DECREASED74,22274,729-507-1%$2.2M$2.3M+$33.2K2026-10-19
Partners Wealth Management, LLC
NEW71,396—+71,396——$2.2M—2026-10-28
Atlas Private Wealth Advisors
INCREASED71,20670,452+754+1%$2.1M$2.2M+$68.7K2026-10-23
Stone Wealth Partners
NEW70,546—+70,546——$2.1M—2026-11-05
Family Capital Management, Inc.
INCREASED70,42664,936+5,490+8%$1.9M$2.1M+$208.9K2026-11-03
Founders Financial Securities LLC
INCREASED62,08653,596+8,490+16%$1.6M$1.9M+$292.7K2026-10-28
Claro Advisors Inc.
DECREASED53,29654,271-975-2%$1.6M$1.6M+$5.7K2026-11-02
Echo Wealth Management, LLC
INCREASED52,74247,643+5,099+11%$1.4M$1.6M+$185.8K2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED50,34050,765-425-1%$1.5M$1.5M+$20.1K2026-11-02
Center for Financial Planning, Inc.
INCREASED43,90027,147+16,753+62%$806.8K$1.3M+$526.4K2026-10-26
Vima LLC
DECREASED42,86243,032-1700%$1.3M$1.3M+$22.8K2026-10-23
Integrity Alliance, Llc.
INCREASED39,17533,709+5,466+16%$1.0M$1.2M+$187.9K2026-10-29
LifeWealth Investments, LLC
INCREASED38,18436,502+1,682+5%$1.1M$1.2M+$74.8K2026-10-21
Tounjian Advisory Partners, LLC
INCREASED34,05232,884+1,168+4%$977.3K$1.0M+$56.8K2026-11-04
Valmark Advisers, Inc.
INCREASED33,99030,072+3,918+13%$893.7K$1.0M+$138.5K2026-11-06
American Institute for Advanced Investment Management, LLP
UNCHANGED31,15931,15900%$926.0K$946.3K+$20.3K2026-11-03
Ergawealth Advisors, Inc.
DECREASED28,45829,171-713-2%$867.0K$864.3K-$2.7K2026-10-21
Merit Financial Group, LLC
UNCHANGED27,82027,82000%$826.8K$844.9K+$18.1K2026-11-06
EdgeRock Capital LLC
UNCHANGED27,52427,52400%$818.0K$835.9K+$17.9K2026-11-03
Blueprint Investment Partners LLC
INCREASED26,99126,863+128+0%$798.4K$819.7K+$21.3K2026-10-28
Blueprint Financial Advisors LLC
INCREASED26,99126,863+128+0%$798.4K$819.7K+$21.3K2026-10-28
Elevation Point Wealth Partners, LLC
UNCHANGED23,14023,14000%$687.7K$702.8K+$15.0K2026-11-05
Farther Finance Advisors, LLC
INCREASED23,1355,838+17,297+296%$173.5K$702.6K+$529.1K2026-10-08
Cascade Investment Group, Inc.
UNCHANGED21,77421,77400%$647.1K$661.3K+$14.2K2026-10-13
BAM Wealth Management, LLC
INCREASED21,15210,650+10,502+99%$316.5K$642.4K+$325.9K2026-10-15
Signal Advisors Wealth, LLC
UNCHANGED19,68119,68100%$584.9K$597.7K+$12.8K2026-10-13
Verus Capital Partners, LLC
NEW19,666—+19,666——$597.3K—2026-11-03
Private Trust Co NA
DECREASED19,65220,710-1,058-5%$615.5K$596.8K-$18.7K2026-10-20
Mayfair Advisory Group, LLC
UNCHANGED19,37019,37000%$575.5K$588.3K+$12.8K2026-10-20
Castleview Partners, LLC
DECREASED19,05321,541-2,488-12%$640.2K$578.6K-$61.6K2026-10-09
McKinley Carter Wealth Services, Inc.
UNCHANGED18,72018,72000%$556.4K$568.5K+$12.2K2026-10-16
Moneco Advisors, LLC
INCREASED18,71718,379+338+2%$546.2K$568.4K+$22.2K2026-11-05
Strategic Blueprint, LLC
UNCHANGED18,64518,64500%$554.1K$566.2K+$12.1K2026-10-22
Quad-Cities Investment Group, LLC
UNCHANGED18,61618,61600%$553.3K$565.4K+$12.1K2026-10-16
Accurate Wealth Management, LLC
NEW18,570—+18,570——$569.4K—2026-10-20
Soltis Investment Advisors LLC
UNCHANGED17,13817,13800%$509.3K$520.5K+$11.1K2026-10-28
Chris Bulman Inc
INCREASED15,47814,985+493+3%$445.4K$470.1K+$24.7K2026-10-20
Alliance Wealth Advisors, LLC
UNCHANGED15,46915,46900%$459.7K$469.8K+$10.1K2026-10-14
AlphaStar Capital Management, LLC
INCREASED15,44714,892+555+4%$442.6K$469.1K+$26.5K2026-10-16
MGO One Seven LLC
DECREASED15,02430,359-15,335-51%$902.3K$456.3K-$446.0K2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED14,15013,748+402+3%$408.6K$429.7K+$21.1K2026-10-20
Signature Estate & Investment Advisors LLC
UNCHANGED14,05814,05800%$417.8K$426.9K+$9.1K2026-10-13
CoreCap Advisors, LLC
INCREASED13,88413,230+654+5%$393.2K$421.7K+$28.5K2026-10-08
Cornerstone Wealth Management, LLC
INCREASED13,65211,413+2,239+20%$339.2K$414.6K+$75.4K2026-11-04
TopTier Wealth Management, LLC
UNCHANGED13,33113,33100%$396.2K$404.9K+$8.7K2026-10-16
MN Wealth Advisors, LLC
INCREASED12,8348,126+4,708+58%$241.5K$389.8K+$148.3K2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED12,83013,305-475-4%$395.4K$389.6K-$5.8K2026-10-16
Goldenstone Wealth Management LLC
INCREASED12,37510,750+1,625+15%$319.5K$375.8K+$56.3K2026-11-04
Cambridge Advisors Inc.
DECREASED12,28212,632-350-3%$375.4K$373.0K-$2.4K2026-10-19
Clear Creek Financial Management, LLC
UNCHANGED11,96011,96000%$355.5K$363.2K+$7.8K2026-10-28
Sowell Financial Services LLC
DECREASED11,93612,336-400-3%$366.6K$362.5K-$4.1K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED11,62228,699-17,077-59%$852.9K$353.0K-$500.0K2026-10-16
Sovran Advisors, LLC
NEW11,548—+11,548——$353.6K—2026-11-02
PKS Advisory Services, LLC
UNCHANGED11,01611,01600%$327.4K$327.4K$02026-10-26
Level Four Advisory Services, LLC
NEW10,792—+10,792——$327.8K—2026-11-06
Schear Investment Advisers, LLC
NEW10,080—+10,080——$306.1K—2026-10-14
Tempo Wealth, LLC
DECREASED10,08010,963-883-8%$325.8K$306.1K-$19.7K2026-10-14
Global Assets Advisory, LLC
UNCHANGED9,8749,87400%$293.5K$301.8K+$8.2K2026-10-28
VestGen Advisors, LLC
INCREASED9,6827,078+2,604+37%$210.4K$294.0K+$83.7K2026-10-27
HB Wealth Management, LLC
UNCHANGED8,9868,98600%$267.1K$272.9K+$5.8K2026-10-23
Baker Avenue Asset Management, LP
INCREASED8,2318,034+197+2%$238.8K$250.0K+$11.2K2026-11-06
Financial Designs Corp
INCREASED8,1697,680+489+6%$228.3K$248.1K+$19.8K2026-10-09
Integrated Advisors Network LLC
INCREASED7,7337,539+194+3%$224.1K$234.9K+$10.8K2026-10-20
Darden Wealth Group Inc
DECREASED7,7028,203-501-6%$243.8K$233.9K-$9.9K2026-11-06
Encompass More Asset Management
DECREASED7,6618,780-1,119-13%$260.9K$232.7K-$28.3K2026-10-16
Core Wealth Partners LLC
UNCHANGED7,4387,43800%$221.1K$225.9K+$4.8K2026-11-02
Vise Technologies, Inc.
DECREASED7,2287,236-80%$215.1K$219.5K+$4.5K2026-10-29
Virtus Wealth Solutions LLC
NEW6,695—+6,695——$203.3K—2026-11-03
Golden State Wealth Management, LLC
DECREASED6,5558,915-2,360-26%$265.0K$199.1K-$65.9K2026-11-02
Assetmark, Inc
INCREASED6,2663,667+2,599+71%$109.0K$190.3K+$81.3K2026-10-21
EverSource Wealth Advisors, LLC
NEW5,000—+5,000——$151.9K—2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED3,6923,69200%$109.7K$112.1K+$2.4K2026-10-29
Triumph Capital Management
NEW3,400—+3,400——$103.3K—2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED2,5132,51300%$74.7K$76.3K+$1.6K2026-11-03
Asset Dedication, LLC
DECREASED2,4753,125-650-21%$92.9K$75.2K-$17.7K2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED2,1032,235-132-6%$66.4K$63.9K-$2.6K2026-10-23
Rossby Financial, LCC
INCREASED1,843885+958+108%$26.3K$56.0K+$29.7K2026-11-05
Next Level Wealth Planning, LLC
NEW1,478—+1,478——$44.9K—2026-10-29
Creative Financial Designs Inc
UNCHANGED1,4351,43500%$42.6K$43.6K+$9332026-11-04
Larson Financial Group LLC
UNCHANGED98098000%$29.1K$29.8K+$6372026-11-05
Russell Investments Group, Ltd.
NEW623—+623——$18.9K—2026-11-06
Spire Wealth Management
NEW484—+484——$14.7K—2026-10-30
Albion Financial Group
UNCHANGED35835800%$10.6K$10.9K+$2332026-10-21
Archer Investment Corp
UNCHANGED29629600%$8.8K$9.0K+$1932026-11-05
Root Financial Partners, LLC
NEW252—+252——$7.7K—2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED24024000%$7.1K$7.3K+$1562026-11-05
SBI Securities Co., Ltd.
UNCHANGED3300%$89$91+$22026-10-22
Axxcess Wealth Management, LLC
CLOSED0931,763-931,763-100%$27.7M$0-$27.7M2026-10-21
BIP Wealth, LLC
CLOSED031,084-31,084-100%$923.8K$0-$923.8K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED015,594-15,594-100%$463.4K$0-$463.4K2026-10-14
Independent Financial Group, LLC
CLOSED09,731-9,731-100%$289.2K$0-$289.2K2026-10-13
Virtue Capital Management, LLC
CLOSED09,050-9,050-100%$269.0K$0-$269.0K2026-10-29
Advisor Resource Council
CLOSED07,665-7,665-100%$227.8K$0-$227.8K2026-11-05
International Assets Investment Management, LLC
CLOSED05,246-5,246-100%$155.8K$0-$155.8K2026-11-02
JFS Wealth Advisors, LLC
CLOSED088-88-100%$2.6K$0-$2.6K2026-11-03
Envestnet Asset Management Inc
N/A—3,033,853-3,033,853-100%$90.2M———
Osaic Holdings, Inc.
N/A—2,308,698-2,308,698-100%$68.6M———
Cetera Investment Advisers
N/A—2,303,098-2,303,098-100%$68.4M———
Legacy Financial Group LLC
N/A—1,739,605-1,739,605-100%$51.7M———
Raymond James Financial Inc
N/A—1,389,492-1,389,492-100%$41.3M———
Wells Fargo & Company
N/A—1,213,346-1,213,346-100%$36.1M———
Harbour Investments, Inc.
N/A—911,428-911,428-100%$27.1M———
MML Investors Services, LLC
N/A—801,494-801,494-100%$23.8M———
Fischer Investment Strategies, LLC
N/A—708,015-708,015-100%$21.0M———
Coppell Advisory Solutions LLC
N/A—586,835-586,835-100%$22.1K———
Royal Bank of Canada
N/A—552,359-552,359-100%$16.4M———
Waverly Advisors, LLC
N/A—499,610-499,610-100%$14.8M———
NewEdge Advisors, LLC
N/A—412,978-412,978-100%$12.3M———
Stratos Wealth Partners, Ltd.
N/A—403,291-403,291-100%$12.0M———
Integrated Wealth Concepts LLC
N/A—380,738-380,738-100%$11.3M———
CreativeOne Wealth, LLC
N/A—337,936-337,936-100%$10.0M———
Mariner, LLC
N/A—304,936-304,936-100%$9.1M———
Private Advisor Group, LLC
N/A—299,887-299,887-100%$8.9M———
Pinnacle Financial Partners, Inc.
N/A—289,001-289,001-100%$8.6M———
Legacy Wealth Managment, LLC
N/A—260,471-260,471-100%$7.7M———
Advisory Services Network, LLC
N/A—197,488-197,488-100%$5.9M———
Mercer Global Advisors Inc
N/A—177,200-177,200-100%$5.3M———
Equitable Holdings, Inc.
N/A—172,520-172,520-100%$5.1M———
HighPoint Advisor Group LLC
N/A—144,705-144,705-100%$4.3M———
Symphony Financial Services, Inc.
N/A—136,837-136,837-100%$4.1M———
Wealth Watch Advisors, Inc
N/A—136,740-136,740-100%$4.1M———
Perennial Investment Advisors, LLC
N/A—98,547-98,547-100%$2.9M———
Sun Financial Inc
N/A—95,987-95,987-100%$2.9M———
Gladstone Institutional Advisory LLC
N/A—92,320-92,320-100%$2.7M———
Maridea Wealth Management LLC
N/A—91,344-91,344-100%$2.7M———
Kingsview Wealth Management, LLC
N/A—84,171-84,171-100%$2.5M———
Benson Wealth Management Inc
N/A—82,790-82,790-100%$2.5M———
Centaurus Financial, Inc.
N/A—80,437-80,437-100%$2.4M———
Western Wealth Management, LLC
N/A—78,640-78,640-100%$2.3M———
Richard W. Paul & Associates, LLC
N/A—76,899-76,899-100%$2.3M———
Principal Securities, Inc.
N/A—76,241-76,241-100%$2.3M———
Integrity Financial Corp
N/A—75,059-75,059-100%$2.2M———
AE Wealth Management LLC
N/A—69,025-69,025-100%$2.1M———
Ascension Capital Advisors, Inc.
N/A—68,671-68,671-100%$2.0M———
Tradition Wealth Management, LLC
N/A—67,290-67,290-100%$2.0M———
Arkadios Wealth Advisors
N/A—55,936-55,936-100%$1.7M———
Sanctuary Advisors, LLC
N/A—51,876-51,876-100%$1.5M———
Old Mission Capital LLC
N/A—50,663-50,663-100%$1.5M———
Financial Strategies Group, Inc.
N/A—49,347-49,347-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—42,280-42,280-100%$1.3M———
Janney Montgomery Scott LLC
N/A—42,140-42,140-100%$1.3M———
IFG Advisory, LLC
N/A—42,031-42,031-100%$1.2M———
Arax Advisory Partners
N/A—39,736-39,736-100%$1.2M———
JPMorgan Chase & Co
N/A—39,413-39,413-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—39,190-39,190-100%$1.2M———
Inspire Advisors, LLC
N/A—39,006-39,006-100%$1.2M———
Capasso Planning Partners LLC
N/A—36,710-36,710-100%$1.1M———
Twin Peaks Wealth Advisors, LLC
N/A—35,893-35,893-100%$1.1M———
Pallas Capital Advisors LLC
N/A—33,047-33,047-100%$982.2K———
Capital Analysts, LLC
N/A—31,957-31,957-100%$950.0K———
HighTower Advisors, LLC
N/A—30,805-30,805-100%$915.5K———
Rockefeller Capital Management L.P.
N/A—29,498-29,498-100%$876.7K———
OneDigital Investment Advisors LLC
N/A—29,143-29,143-100%$866.1K———
Secured Retirement Advisors, LLC
N/A—28,591-28,591-100%$849.7K———
CCG Wealth Management, LLC
N/A—27,839-27,839-100%$827.4K———
Harvest Investment Services, LLC
N/A—25,529-25,529-100%$758.7K———
Morgan Stanley
N/A—25,475-25,475-100%$757.1K———
Global Retirement Partners, LLC
N/A—25,328-25,328-100%$752.7K———
Goldman Sachs Group Inc
N/A—24,537-24,537-100%$729.2K———
FSA Advisors, Inc.
N/A—24,022-24,022-100%$713.9K———
Mutual Advisors, LLC
N/A—23,365-23,365-100%$694.4K———
Vestmark Advisory Solutions, Inc.
N/A—23,140-23,140-100%$687.7K———
Strategic Financial Concepts, LLC
N/A—19,156-19,156-100%$569.3K———
Kovack Advisors, Inc.
N/A—18,853-18,853-100%$560.1K———
Northwestern Mutual Wealth Management Co
N/A—16,959-16,959-100%$504.0K———
WCG Wealth Advisors LLC
N/A—16,542-16,542-100%$491.6K———
Macro Advisors, Inc.
N/A—15,975-15,975-100%$474.8K———
Core Wealth Advisors, Inc.
N/A—15,189-15,189-100%$451.4K———
Great Valley Advisor Group, Inc.
N/A—14,583-14,583-100%$433.5K———
White Knight Strategic Wealth Advisors, LLC
N/A—14,309-14,309-100%$425.3K———
Citadel Advisors LLC
N/A—14,209-14,209-100%$422.3K———
Captrust Financial Advisors
N/A—13,920-13,920-100%$413.7K———
Planwiser Financial, LLC
N/A—13,703-13,703-100%$407.3K———
IHT Wealth Management, LLC
N/A—13,566-13,566-100%$403.2K———
SCS Capital Management LLC
N/A—13,261-13,261-100%$394.1K———
Ausdal Financial Partners, Inc.
N/A—12,915-12,915-100%$383.8K———
Regal Investment Advisors LLC
N/A—10,549-10,549-100%$313.5K———
Snowden Capital Advisors LLC
N/A—9,225-9,225-100%$274.2K———
Benjamin Edwards Inc
N/A—9,191-9,191-100%$273.1K———
Essex Financial Services, Inc.
N/A—8,442-8,442-100%$250.9K———
Envestnet Portfolio Solutions, Inc.
N/A—8,332-8,332-100%$247.6K———
Summit Wealth Partners, LLC
N/A—8,243-8,243-100%$245.0K———
Advisors Capital Management, LLC
N/A—8,214-8,214-100%$244.1K———
Smith, Moore & Co.
N/A—7,677-7,677-100%$228.2K———
Fiduciary Financial Advisors
N/A—5,408-5,408-100%$160.7K———
Front Row Advisors LLC
N/A—3,481-3,481-100%$105.2K———
N.E.W. Advisory Services LLC
N/A—2,235-2,235-100%$66.4K———
Private Wealth Asset Management, LLC
N/A—1,750-1,750-100%$52.0K———
Brown Brothers Harriman & Co
N/A—1,287-1,287-100%$38.3K———
Aptus Capital Advisors, LLC
N/A—1,045-1,045-100%$31.1K———
BFC Planning, Inc.
N/A—995-995-100%$29.6K———
Regatta Research & Money Management
N/A—470-470-100%$14.0K———
Nova Wealth Management, Inc.
N/A—469-469-100%$13.9K———
Ameriflex Group, Inc.
N/A—350-350-100%$10.4K———
UBS Group AG
N/A—273-273-100%$8.1K———
Bank of Montreal
N/A—150-150-100%$4.5K———
Jones Financial Companies Lllp
N/A—88-88-100%$2.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—88-88-100%$2.6K———
Smartleaf Asset Management LLC
N/A—44-44-100%$1.3K———
Showing 233 of 233 institutions