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FT Vest US Equity Moderate B (GSEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares621,878 from 446,498
Change+175,380 (+39%)
Value$26.2M (+$7.9M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares274,394 from 263,535
Change+10,859 (+4%)
Value$11.6M (+$763.1K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares146,234 from 276,793
Change-130,559 (-47%)
Value$6.2M (-$5.2M)
Filed 2026-11-06
First International Bank of Israel Ltd.
UNCHANGED
Shares144,500 from 144,500
Change0 (0%)
Value$6.1M (+$167.6K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares129,906 from 120,291
Change+9,615 (+8%)
Value$5.5M (+$544.5K)
Filed 2026-11-05
New Wave Wealth Advisors LLC
NEW
Shares119,525
Change+119,525
Value$5.1M
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares107,703 from 98,898
Change+8,805 (+9%)
Value$4.5M (+$485.6K)
Filed 2026-10-15
Schulz Wealth, Ltd.
DECREASED
Shares94,847 from 95,087
Change-240 (0%)
Value$4.0M (+$100.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares52,466 from 42,518
Change+9,948 (+23%)
Value$2.2M (+$468.0K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares50,425 from 48,381
Change+2,044 (+4%)
Value$2.1M (+$142.2K)
Filed 2026-10-28
City Holding Co
DECREASED
Shares50,385 from 54,295
Change-3,910 (-7%)
Value$2.1M (-$101.7K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares42,274 from 16,111
Change+26,163 (+162%)
Value$1.8M (+$1.1M)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares37,435
Change+37,435
Value$1.6M
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares35,490 from 32,140
Change+3,350 (+10%)
Value$1.5M (+$178.4K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,370 from 26,033
Change+6,337 (+24%)
Value$476.7K (+$354.8K)
Filed 2026-10-13
Kraematon Investment Advisors, Inc
DECREASED
Shares29,500 from 38,991
Change-9,491 (-24%)
Value$1.2M (-$354.5K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares28,071 from 26,256
Change+1,815 (+7%)
Value$1.2M (+$106.9K)
Filed 2026-10-30
Uptick Partners, LLC
DECREASED
Shares23,145 from 23,972
Change-827 (-3%)
Value$974.9K (-$7.0K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED
Shares21,138 from 23,112
Change-1,974 (-9%)
Value$897.1K (-$53.3K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares20,338 from 18,166
Change+2,172 (+12%)
Value$856.6K (+$112.6K)
Filed 2026-10-13
Diligent Investors, LLC
INCREASED
Shares16,665 from 14,965
Change+1,700 (+11%)
Value$701.9K (+$89.0K)
Filed 2026-10-21
Keystone Wealth Services, LLC
INCREASED
Shares16,634 from 16,398
Change+236 (+1%)
Value$701.3K (+$29.6K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares14,968 from 1,077
Change+13,891 (+1290%)
Value$630.6K (+$586.5K)
Filed 2026-10-30
Reap Financial Group, LLC
DECREASED
Shares14,466 from 14,532
Change-66 (0%)
Value$609.3K (+$14.1K)
Filed 2026-11-02
Madrona Financial Services, LLC
NEW
Shares14,205
Change+14,205
Value$598.3K
Filed 2026-10-23
NWF Advisory Services Inc.
DECREASED
Shares13,850 from 14,400
Change-550 (-4%)
Value$583.4K (-$6.5K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares12,703 from 14,103
Change-1,400 (-10%)
Value$535.1K (-$42.6K)
Filed 2026-10-08
Synergy Asset Management, LLC
INCREASED
Shares12,558 from 11,096
Change+1,462 (+13%)
Value$528.9K (+$74.5K)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares12,375 from 57,026
Change-44,651 (-78%)
Value$521.2K (-$1.8M)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares12,275 from 24,821
Change-12,546 (-51%)
Value$515.6K (-$501.0K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
NEW
Shares11,835
Change+11,835
Value$498.5K
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares11,768 from 12,527
Change-759 (-6%)
Value$499.7K (-$13.4K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares11,525 from 10,720
Change+805 (+8%)
Value$485.4K (+$46.3K)
Filed 2026-10-08
Grantvest Financial Group LLC
UNCHANGED
Shares10,975 from 10,975
Change0 (0%)
Value$462.3K (+$12.7K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares10,766 from 10,779
Change-13 (0%)
Value$453.5K (+$12.0K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares10,515 from 10,607
Change-92 (-1%)
Value$442.9K (+$8.4K)
Filed 2026-10-26
Brookstone Capital Management
NEW
Shares9,249
Change+9,249
Value$389.6K
Filed 2026-10-22
Range Financial Group LLC
NEW
Shares9,052
Change+9,052
Value$381.3K
Filed 2026-10-21
BFI Wealth Solutions, LLC
DECREASED
Shares7,415 from 7,715
Change-300 (-4%)
Value$312.3K (-$3.7K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares7,400
Change+7,400
Value$312.0K
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares7,400 from 7,239
Change+161 (+2%)
Value$311.7K (+$15.2K)
Filed 2026-10-28
MBL Wealth, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$311.7K (+$8.6K)
Filed 2026-10-22
Noble Wealth Management PBC
DECREASED
Shares7,385 from 7,535
Change-150 (-2%)
Value$311.1K (+$2.4K)
Filed 2026-10-01
Dhjj Financial Advisors, Ltd.
DECREASED
Shares7,121 from 10,459
Change-3,338 (-32%)
Value$299.9K (-$128.5K)
Filed 2026-10-23
Archer Investment Corp
DECREASED
Shares6,893 from 7,386
Change-493 (-7%)
Value$290.4K (-$12.2K)
Filed 2026-11-05
Legacy Solutions, LLC
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$271.7K (+$7.5K)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares6,432 from 5,252
Change+1,180 (+22%)
Value$270.9K (+$55.8K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
NEW
Shares6,000
Change+6,000
Value$252.7K
Filed 2026-10-13
Apollon Wealth Management, LLC
NEW
Shares5,754
Change+5,754
Value$242.4K
Filed 2026-10-23
Barclays PLC
UNCHANGED
Shares4,896 from 4,896
Change0 (0%)
Value$206.2K (+$5.7K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$139.0K (+$3.8K)
Filed 2026-10-29
POM Investment Strategies, LLC
DECREASED
Shares959 from 1,321
Change-362 (-27%)
Value$40.4K (-$13.7K)
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$36.9K (+$1.0K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
DECREASED
Shares478 from 7,680
Change-7,202 (-94%)
Value$20.1K (-$294.4K)
Filed 2026-11-04
Reicon Wealth Advisors, LLC
DECREASED
Shares369 from 2,369
Change-2,000 (-84%)
Value$15.5K (-$81.5K)
Filed 2026-11-04
Spire Wealth Management
NEW
Shares348
Change+348
Value$14.7K
Filed 2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$10.8K (+$297)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$7.3K (+$202)
Filed 2026-11-02
Networth Advisors, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$5.6K (+$154)
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$3.7K (+$103)
Filed 2026-11-04
Ashton Thomas Securities, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$850 (+$24)
Filed 2026-10-26
VestGen Advisors, LLC
CLOSED
Shares0 from 13,248
Change-13,248 (-100%)
Value$0 (-$542.6K)
Filed 2026-10-27
Atria Investments, Inc
CLOSED
Shares0 from 9,108
Change-9,108 (-100%)
Value$0 (-$373.1K)
Filed 2026-10-15
First Heartland Consultants, Inc.
CLOSED
Shares0 from 7,448
Change-7,448 (-100%)
Value$0 (-$305.1K)
Filed 2026-10-08
Outlook Wealth Advisors, LLC
CLOSED
Shares0 from 5,935
Change-5,935 (-100%)
Value$0 (-$243.1K)
Filed 2026-10-28
Ignite Planners, LLC
CLOSED
Shares0 from 5,557
Change-5,557 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-14
Nations Financial Group Inc,
CLOSED
Shares0 from 5,305
Change-5,305 (-100%)
Value$0 (-$217.3K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 5,240
Change-5,240 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,127
Change-3,127 (-100%)
Value$0 (-$128.1K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$45.1K)
Filed 2026-11-02
Larson Financial Group LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$10.8K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-14
Osaic Holdings, Inc.
N/A
Shares— from 349,888
Change-349,888 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 323,354
Change-323,354 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 292,655
Change-292,655 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 262,165
Change-262,165 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 156,097
Change-156,097 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 135,287
Change-135,287 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 43,030
Change-43,030 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 38,633
Change-38,633 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 35,479
Change-35,479 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 35,436
Change-35,436 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 32,496
Change-32,496 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 28,244
Change-28,244 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,106
Change-26,106 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,959
Change-23,959 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,349
Change-19,349 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,556
Change-18,556 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 18,550
Change-18,550 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 17,595
Change-17,595 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,729
Change-16,729 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 15,809
Change-15,809 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 15,209
Change-15,209 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,695
Change-14,695 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,967
Change-13,967 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,852
Change-13,852 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,281
Change-13,281 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,140
Change-12,140 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,140
Change-12,140 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 11,348
Change-11,348 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,295
Change-10,295 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 10,086
Change-10,086 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,364
Change-9,364 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,109
Change-9,109 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,962
Change-7,962 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 97
Change-97 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED621,878446,498+175,380+39%$18.3M$26.2M+$7.9M2026-11-02
Kestra Advisory Services, LLC
INCREASED274,394263,535+10,859+4%$10.8M$11.6M+$763.1K2026-11-02
LPL Financial LLC
DECREASED146,234276,793-130,559-47%$11.3M$6.2M-$5.2M2026-11-06
First International Bank of Israel Ltd.
UNCHANGED144,500144,50000%$5.9M$6.1M+$167.6K2026-11-04
US Bancorp \de\
INCREASED129,906120,291+9,615+8%$4.9M$5.5M+$544.5K2026-11-05
New Wave Wealth Advisors LLC
NEW119,525—+119,525——$5.1M—2026-10-19
HBW Advisory Services LLC
INCREASED107,70398,898+8,805+9%$4.1M$4.5M+$485.6K2026-10-15
Schulz Wealth, Ltd.
DECREASED94,84795,087-2400%$3.9M$4.0M+$100.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED52,46642,518+9,948+23%$1.7M$2.2M+$468.0K2026-11-02
Founders Financial Securities LLC
INCREASED50,42548,381+2,044+4%$2.0M$2.1M+$142.2K2026-10-28
City Holding Co
DECREASED50,38554,295-3,910-7%$2.2M$2.1M-$101.7K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED42,27416,111+26,163+162%$659.9K$1.8M+$1.1M2026-10-16
Ascentis Independent Advisors
NEW37,435—+37,435——$1.6M—2026-11-03
Kestra Private Wealth Services, LLC
INCREASED35,49032,140+3,350+10%$1.3M$1.5M+$178.4K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED32,37026,033+6,337+24%$121.9K$476.7K+$354.8K2026-10-13
Kraematon Investment Advisors, Inc
DECREASED29,50038,991-9,491-24%$1.6M$1.2M-$354.5K2026-11-02
Truist Financial Corp
INCREASED28,07126,256+1,815+7%$1.1M$1.2M+$106.9K2026-10-30
Uptick Partners, LLC
DECREASED23,14523,972-827-3%$981.9K$974.9K-$7.0K2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED21,13823,112-1,974-9%$950.4K$897.1K-$53.3K2026-10-13
Signal Advisors Wealth, LLC
INCREASED20,33818,166+2,172+12%$744.1K$856.6K+$112.6K2026-10-13
Diligent Investors, LLC
INCREASED16,66514,965+1,700+11%$613.0K$701.9K+$89.0K2026-10-21
Keystone Wealth Services, LLC
INCREASED16,63416,398+236+1%$671.7K$701.3K+$29.6K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED14,9681,077+13,891+1290%$44.1K$630.6K+$586.5K2026-10-30
Reap Financial Group, LLC
DECREASED14,46614,532-660%$595.2K$609.3K+$14.1K2026-11-02
Madrona Financial Services, LLC
NEW14,205—+14,205——$598.3K—2026-10-23
NWF Advisory Services Inc.
DECREASED13,85014,400-550-4%$589.8K$583.4K-$6.5K2026-10-19
Farther Finance Advisors, LLC
DECREASED12,70314,103-1,400-10%$577.7K$535.1K-$42.6K2026-10-08
Synergy Asset Management, LLC
INCREASED12,55811,096+1,462+13%$454.5K$528.9K+$74.5K2026-11-05
Americana Partners, LLC
DECREASED12,37557,026-44,651-78%$2.3M$521.2K-$1.8M2026-10-28
Prospera Financial Services Inc
DECREASED12,27524,821-12,546-51%$1.0M$515.6K-$501.0K2026-11-04
Elevation Point Wealth Partners, LLC
NEW11,835—+11,835——$498.5K—2026-11-05
Mosley Wealth Management
DECREASED11,76812,527-759-6%$513.1K$499.7K-$13.4K2026-10-16
CoreCap Advisors, LLC
INCREASED11,52510,720+805+8%$439.1K$485.4K+$46.3K2026-10-08
Grantvest Financial Group LLC
UNCHANGED10,97510,97500%$449.5K$462.3K+$12.7K2026-10-21
MGO One Seven LLC
DECREASED10,76610,779-130%$441.5K$453.5K+$12.0K2026-10-28
Lanark Financial, Inc.
DECREASED10,51510,607-92-1%$434.5K$442.9K+$8.4K2026-10-26
Brookstone Capital Management
NEW9,249—+9,249——$389.6K—2026-10-22
Range Financial Group LLC
NEW9,052—+9,052——$381.3K—2026-10-21
BFI Wealth Solutions, LLC
DECREASED7,4157,715-300-4%$316.0K$312.3K-$3.7K2026-10-16
M Holdings Securities, Inc.
NEW7,400—+7,400——$312.0K—2026-11-03
Clear Creek Financial Management, LLC
INCREASED7,4007,239+161+2%$296.5K$311.7K+$15.2K2026-10-28
MBL Wealth, LLC
UNCHANGED7,4007,40000%$303.1K$311.7K+$8.6K2026-10-22
Noble Wealth Management PBC
DECREASED7,3857,535-150-2%$308.6K$311.1K+$2.4K2026-10-01
Dhjj Financial Advisors, Ltd.
DECREASED7,12110,459-3,338-32%$428.4K$299.9K-$128.5K2026-10-23
Archer Investment Corp
DECREASED6,8937,386-493-7%$302.5K$290.4K-$12.2K2026-11-05
Legacy Solutions, LLC
UNCHANGED6,4506,45000%$264.2K$271.7K+$7.5K2026-10-07
RFG Advisory, LLC
INCREASED6,4325,252+1,180+22%$215.1K$270.9K+$55.8K2026-11-03
B. Riley Wealth Advisors, Inc.
NEW6,000—+6,000——$252.7K—2026-10-13
Apollon Wealth Management, LLC
NEW5,754—+5,754——$242.4K—2026-10-23
Barclays PLC
UNCHANGED4,8964,89600%$200.5K$206.2K+$5.7K2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED3,3003,30000%$135.2K$139.0K+$3.8K2026-10-29
POM Investment Strategies, LLC
DECREASED9591,321-362-27%$54.1K$40.4K-$13.7K2026-10-20
PFS Partners, LLC
UNCHANGED87687600%$35.9K$36.9K+$1.0K2026-10-21
Elevated Capital Advisors, LLC
DECREASED4787,680-7,202-94%$314.6K$20.1K-$294.4K2026-11-04
Reicon Wealth Advisors, LLC
DECREASED3692,369-2,000-84%$97.0K$15.5K-$81.5K2026-11-04
Spire Wealth Management
NEW348—+348——$14.7K—2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED25625600%$10.5K$10.8K+$2972026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED17417400%$7.1K$7.3K+$2022026-11-02
Networth Advisors, LLC
UNCHANGED13313300%$5.4K$5.6K+$1542026-11-03
Creative Financial Designs Inc
UNCHANGED888800%$3.6K$3.7K+$1032026-11-04
Ashton Thomas Securities, LLC
UNCHANGED202000%$826$850+$242026-10-26
VestGen Advisors, LLC
CLOSED013,248-13,248-100%$542.6K$0-$542.6K2026-10-27
Atria Investments, Inc
CLOSED09,108-9,108-100%$373.1K$0-$373.1K2026-10-15
First Heartland Consultants, Inc.
CLOSED07,448-7,448-100%$305.1K$0-$305.1K2026-10-08
Outlook Wealth Advisors, LLC
CLOSED05,935-5,935-100%$243.1K$0-$243.1K2026-10-28
Ignite Planners, LLC
CLOSED05,557-5,557-100%$227.6K$0-$227.6K2026-10-14
Nations Financial Group Inc,
CLOSED05,305-5,305-100%$217.3K$0-$217.3K2026-11-05
Legacy Capital Wealth Partners, LLC
CLOSED05,240-5,240-100%$214.6K$0-$214.6K2026-10-21
AdvisorNet Financial, Inc
CLOSED03,127-3,127-100%$128.1K$0-$128.1K2026-10-15
International Assets Investment Management, LLC
CLOSED01,100-1,100-100%$45.1K$0-$45.1K2026-11-02
Larson Financial Group LLC
CLOSED0263-263-100%$10.8K$0-$10.8K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED033-33-100%$1.4K$0-$1.4K2026-10-14
Osaic Holdings, Inc.
N/A—349,888-349,888-100%$14.3M———
Envestnet Asset Management Inc
N/A—323,354-323,354-100%$13.2M———
Cetera Investment Advisers
N/A—292,655-292,655-100%$12.0M———
Raymond James Financial Inc
N/A—262,165-262,165-100%$10.7M———
MML Investors Services, LLC
N/A—156,097-156,097-100%$6.4M———
Wood Tarver Financial Group, LLC
N/A—135,287-135,287-100%$5.5M———
MAI Capital Management
N/A—43,030-43,030-100%$1.8M———
Citadel Advisors LLC
N/A—38,633-38,633-100%$1.6M———
HRT Financial LP
N/A—35,479-35,479-100%$1.5M———
CreativeOne Wealth, LLC
N/A—35,436-35,436-100%$1.5M———
Fiduciary Financial Advisors
N/A—32,496-32,496-100%$1.3M———
Kovack Advisors, Inc.
N/A—28,244-28,244-100%$1.2M———
Susquehanna International Group, LLP
N/A—26,106-26,106-100%$1.1M———
Sanctuary Advisors, LLC
N/A—23,959-23,959-100%$981.4K———
Harbour Investments, Inc.
N/A—19,349-19,349-100%$792.5K———
Arax Advisory Partners
N/A—18,556-18,556-100%$760.1K———
HighTower Advisors, LLC
N/A—18,550-18,550-100%$759.8K———
Gallagher Fiduciary Advisors, LLC
N/A—17,595-17,595-100%$720.7K———
AE Wealth Management LLC
N/A—16,729-16,729-100%$685.2K———
American Alpha Advisors, LLC
N/A—15,809-15,809-100%$647.5K———
Old Mission Capital LLC
N/A—15,209-15,209-100%$623.0K———
Waverly Advisors, LLC
N/A—14,695-14,695-100%$601.9K———
Snowden Capital Advisors LLC
N/A—13,967-13,967-100%$572.1K———
Mutual Advisors, LLC
N/A—13,852-13,852-100%$567.4K———
Janney Montgomery Scott LLC
N/A—13,281-13,281-100%$544.0K———
VestGen Investment Management
N/A—12,610-12,610-100%$516.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,140-12,140-100%$497.3K———
BFC Planning, Inc.
N/A—12,140-12,140-100%$497.3K———
Tanglewood Legacy Advisors, LLC
N/A—11,348-11,348-100%$464.8K———
Advyzon Investment Management, LLC
N/A—10,295-10,295-100%$421.7K———
Kinloch Capital, LLC
N/A—10,086-10,086-100%$413.1K———
Ameritas Advisory Services, LLC
N/A—9,364-9,364-100%$383.5K———
Arkadios Wealth Advisors
N/A—9,215-9,215-100%$377.4K———
Envestnet Portfolio Solutions, Inc.
N/A—9,109-9,109-100%$373.1K———
Integrity Financial Corp
N/A—8,479-8,479-100%$347.3K———
FSB Premier Wealth Management, Inc.
N/A—8,385-8,385-100%$343.5K———
Savvy Advisors, Inc.
N/A—7,962-7,962-100%$326.1K———
Stephens Inc
N/A—7,365-7,365-100%$301.7K———
Bcgm Wealth Management, LLC
N/A—6,615-6,615-100%$271.0K———
Hollencrest Capital Management
N/A—6,572-6,572-100%$269.2K———
Summit Financial, LLC
N/A—6,552-6,552-100%$268.4K———
OneDigital Investment Advisors LLC
N/A—6,447-6,447-100%$264.1K———
LM Advisors LLC
N/A—6,218-6,218-100%$255.0K———
Keating Financial Advisory Services, Inc.
N/A—6,079-6,079-100%$249.0K———
Main Street Financial Solutions, LLC
N/A—6,047-6,047-100%$247.7K———
Mariner, LLC
N/A—5,880-5,880-100%$240.8K———
IFG Advisory, LLC
N/A—5,216-5,216-100%$213.6K———
Aptus Capital Advisors, LLC
N/A—4,307-4,307-100%$176.4K———
Capital Analysts, LLC
N/A—2,596-2,596-100%$92.0K———
Benson Wealth Management Inc
N/A—2,491-2,491-100%$102.0K———
Steward Partners Investment Advisory, LLC
N/A—1,679-1,679-100%$68.8K———
Global Retirement Partners, LLC
N/A—300-300-100%$12.3K———
Morgan Stanley
N/A—97-97-100%$4.0K———
Showing 125 of 125 institutions