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FT Vest Laddered Moderate BU (BUFZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares1,204,116 from 1,086,392
Change+117,724 (+11%)
Value$34.4M (+$4.0M)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares960,297 from 943,844
Change+16,453 (+2%)
Value$27.4M (+$1.0M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares884,287 from 905,535
Change-21,248 (-2%)
Value$25.2M (-$55.8K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares871,369 from 856,887
Change+14,482 (+2%)
Value$24.9M (+$934.3K)
Filed 2026-10-30
Rise Advisors, LLC
DECREASED
Shares704,371 from 706,069
Change-1,698 (0%)
Value$20.1M (+$380.8K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares638,738 from 660,799
Change-22,061 (-3%)
Value$18.2M (-$227.8K)
Filed 2026-11-06
ARQ Wealth Advisors, LLC
DECREASED
Shares413,644 from 425,045
Change-11,401 (-3%)
Value$11.8M (-$118.0K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares307,836 from 225,909
Change+81,927 (+36%)
Value$8.8M (+$2.5M)
Filed 2026-11-02
Bullseye Investment Management, LLC
INCREASED
Shares304,382 from 289,497
Change+14,885 (+5%)
Value$8.7M (+$600.8K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares258,427 from 207,503
Change+50,924 (+25%)
Value$7.4M (+$1.6M)
Filed 2026-10-13
BOS Asset Management, LLC
INCREASED
Shares203,414 from 189,273
Change+14,141 (+7%)
Value$5.8M (+$518.6K)
Filed 2026-10-09
AdvisorNet Financial, Inc
INCREASED
Shares190,780 from 165,122
Change+25,658 (+16%)
Value$5.5M (+$865.4K)
Filed 2026-10-15
Richmond Investment Services, LLC
INCREASED
Shares187,136 from 170,429
Change+16,707 (+10%)
Value$5.3M (+$580.4K)
Filed 2026-10-29
Goldenstone Wealth Management LLC
INCREASED
Shares153,710 from 151,750
Change+1,960 (+1%)
Value$4.4M (+$148.2K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares131,698 from 126,879
Change+4,819 (+4%)
Value$3.8M (+$241.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares131,698 from 126,879
Change+4,819 (+4%)
Value$3.8M (+$241.4K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares116,732 from 100,507
Change+16,225 (+16%)
Value$3.3M (+$519.7K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares101,082 from 91,644
Change+9,438 (+10%)
Value$2.9M (+$325.1K)
Filed 2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares97,913 from 91,357
Change+6,556 (+7%)
Value$2.8M (+$242.6K)
Filed 2026-10-15
StoneX Group Inc.
DECREASED
Shares89,814 from 92,585
Change-2,771 (-3%)
Value$2.6M (-$22.8K)
Filed 2026-11-03
Wolff Wiese Magana LLC
INCREASED
Shares87,642 from 83,946
Change+3,696 (+4%)
Value$2.5M (+$156.5K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares84,516 from 90,584
Change-6,068 (-7%)
Value$2.4M (-$118.1K)
Filed 2026-11-04
Atlas Private Wealth Advisors
DECREASED
Shares72,072 from 74,601
Change-2,529 (-3%)
Value$2.1M (-$26.8K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
DECREASED
Shares68,278 from 73,642
Change-5,364 (-7%)
Value$1.9M (-$107.6K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares55,637 from 29,019
Change+26,618 (+92%)
Value$1.6M (+$761.9K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
INCREASED
Shares54,602 from 53,247
Change+1,355 (+3%)
Value$1.6M (+$71.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares54,435 from 3,200
Change+51,235 (+1601%)
Value$1.6M (+$1.5M)
Filed 2026-10-08
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares53,217 from 52,807
Change+410 (+1%)
Value$1.5M (+$43.8K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares51,935 from 45,719
Change+6,216 (+14%)
Value$1.5M (+$205.2K)
Filed 2026-10-23
Legacy Capital Wealth Partners, LLC
INCREASED
Shares50,960 from 48,282
Change+2,678 (+6%)
Value$1.5M (+$105.8K)
Filed 2026-10-21
Ergawealth Advisors, Inc.
DECREASED
Shares49,500 from 52,346
Change-2,846 (-5%)
Value$1.4M (-$49.4K)
Filed 2026-10-21
Prosperity Financial Group, Inc.
DECREASED
Shares47,642 from 63,174
Change-15,532 (-25%)
Value$1.4M (-$404.8K)
Filed 2026-10-29
Adamsbrown Wealth Consultants LLC
INCREASED
Shares42,520 from 40,365
Change+2,155 (+5%)
Value$1.2M (+$86.0K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
INCREASED
Shares39,743 from 33,611
Change+6,132 (+18%)
Value$1.1M (+$195.4K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares35,887 from 48,875
Change-12,988 (-27%)
Value$1.0M (-$340.9K)
Filed 2026-10-15
Winebrenner Capital Management LLC
INCREASED
Shares35,346 from 34,670
Change+676 (+2%)
Value$1.0M (+$40.4K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares34,906 from 31,396
Change+3,510 (+11%)
Value$996.1K (+$119.3K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares34,385 from 34,405
Change-20 (0%)
Value$981.3K (+$20.3K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares34,221 from 39,145
Change-4,924 (-13%)
Value$976.6K (-$116.7K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares33,055 from 28,842
Change+4,213 (+15%)
Value$943.3K (+$137.8K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares32,029 from 32,029
Change0 (0%)
Value$894.6K ($0)
Filed 2026-10-26
GoalVest Advisory LLC
INCREASED
Shares31,769 from 26,026
Change+5,743 (+22%)
Value$906.6K (+$179.7K)
Filed 2026-10-02
Independent Financial Group, LLC
INCREASED
Shares24,827 from 18,872
Change+5,955 (+32%)
Value$708.5K (+$181.4K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares23,762 from 25,510
Change-1,748 (-7%)
Value$678.1K (-$34.4K)
Filed 2026-10-20
Founders Financial Securities LLC
UNCHANGED
Shares22,657 from 22,657
Change0 (0%)
Value$646.6K (+$13.8K)
Filed 2026-10-28
Tucker Asset Management LLC
DECREASED
Shares21,788 from 22,698
Change-910 (-4%)
Value$621.8K (-$12.2K)
Filed 2026-10-29
Mcdonald Partners LLC
INCREASED
Shares21,500 from 14,000
Change+7,500 (+54%)
Value$613.6K (+$222.5K)
Filed 2026-11-03
Trilogy Capital Inc.
UNCHANGED
Shares20,166 from 20,166
Change0 (0%)
Value$575.5K (+$12.3K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares19,848 from 17,043
Change+2,805 (+16%)
Value$566.4K (+$90.4K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares19,380 from 19,574
Change-194 (-1%)
Value$553.1K (+$6.4K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares17,400 from 14,700
Change+2,700 (+18%)
Value$496.6K (+$86.0K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares17,284 from 16,705
Change+579 (+3%)
Value$493.3K (+$26.7K)
Filed 2026-10-13
National Wealth Management Group, LLC
NEW
Shares16,613
Change+16,613
Value$474.1K
Filed 2026-10-26
MBE Wealth Management, LLC
INCREASED
Shares15,081 from 10,593
Change+4,488 (+42%)
Value$430.4K (+$134.5K)
Filed 2026-10-26
Iams Wealth Management, LLC
INCREASED
Shares14,772 from 9,501
Change+5,271 (+55%)
Value$421.6K (+$156.2K)
Filed 2026-10-15
Verus Capital Partners, LLC
NEW
Shares13,499
Change+13,499
Value$385.2K
Filed 2026-11-03
Davenport & Co LLC
UNCHANGED
Shares12,975 from 12,975
Change0 (0%)
Value$370.3K (+$7.9K)
Filed 2026-10-14
Uptick Partners, LLC
NEW
Shares12,695
Change+12,695
Value$362.3K
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED
Shares12,295 from 12,375
Change-80 (-1%)
Value$350.9K (+$5.2K)
Filed 2026-10-23
AlphaStar Capital Management, LLC
INCREASED
Shares12,103 from 9,073
Change+3,030 (+33%)
Value$345.4K (+$92.0K)
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares11,805 from 11,805
Change0 (0%)
Value$336.9K (+$7.2K)
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares11,782 from 39,757
Change-27,975 (-70%)
Value$336.2K (-$774.2K)
Filed 2026-10-14
Crumly & Associates Inc.
NEW
Shares11,587
Change+11,587
Value$330.7K
Filed 2026-10-07
Cambridge Advisors Inc.
UNCHANGED
Shares11,545 from 11,545
Change0 (0%)
Value$329.5K (+$7.0K)
Filed 2026-10-19
Arlington Capital Management Inc
DECREASED
Shares10,617 from 17,276
Change-6,659 (-39%)
Value$303.0K (-$179.5K)
Filed 2026-10-30
Bison Wealth, LLC
DECREASED
Shares10,375 from 10,442
Change-67 (-1%)
Value$299.1K (+$6.7K)
Filed 2026-10-13
Equity Wealth Partners, LLC
NEW
Shares9,850
Change+9,850
Value$281.1K
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares9,473 from 8,998
Change+475 (+5%)
Value$270.3K (+$19.0K)
Filed 2026-10-21
Commonwealth Financial Services, LLC
UNCHANGED
Shares9,445 from 9,445
Change0 (0%)
Value$269.5K (+$5.7K)
Filed 2026-10-20
Optivise Advisory Services LLC
NEW
Shares9,055
Change+9,055
Value$258.4K
Filed 2026-10-19
Clear Creek Financial Management, LLC
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$219.7K (+$4.7K)
Filed 2026-10-28
Apollon Financial, LLC
UNCHANGED
Shares7,556 from 7,556
Change0 (0%)
Value$215.6K (+$4.6K)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares7,496 from 7,207
Change+289 (+4%)
Value$213.9K (+$12.6K)
Filed 2026-10-22
Ashton Thomas Securities, LLC
NEW
Shares6,796
Change+6,796
Value$193.9K
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares5,336 from 5,336
Change0 (0%)
Value$152.3K (+$3.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
UNCHANGED
Shares3,514 from 3,514
Change0 (0%)
Value$100.3K (+$2.1K)
Filed 2026-10-29
IMG Wealth Management, Inc.
DECREASED
Shares2,250 from 4,500
Change-2,250 (-50%)
Value$64.2K (-$61.5K)
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$42.8K (+$912)
Filed 2026-10-01
Rossby Financial, LCC
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$32.1K (+$685)
Filed 2026-11-05
Vima LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$10.4K (+$223)
Filed 2026-10-23
Cape Investment Advisory, Inc.
NEW
Shares278
Change+278
Value$7.9K
Filed 2026-10-13
Assetmark, Inc
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$7.4K (+$157)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
NEW
Shares66
Change+66
Value$1.9K
Filed 2026-10-27
Kestra Investment Management, LLC
CLOSED
Shares0 from 27,207
Change-27,207 (-100%)
Value$0 (-$759.9K)
Filed 2026-11-04
HBW Advisory Services LLC
CLOSED
Shares0 from 11,282
Change-11,282 (-100%)
Value$0 (-$315.1K)
Filed 2026-10-15
LPL Financial LLC
N/A
Shares— from 4,630,172
Change-4,630,172 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 4,256,825
Change-4,256,825 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,878,407
Change-3,878,407 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,553,382
Change-1,553,382 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,361,973
Change-1,361,973 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,277,163
Change-1,277,163 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,111,417
Change-1,111,417 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 485,389
Change-485,389 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 431,458
Change-431,458 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 238,562
Change-238,562 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 212,660
Change-212,660 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 160,860
Change-160,860 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 131,644
Change-131,644 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 118,096
Change-118,096 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 113,051
Change-113,051 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 98,870
Change-98,870 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 78,573
Change-78,573 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 71,750
Change-71,750 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 69,777
Change-69,777 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 65,704
Change-65,704 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 58,273
Change-58,273 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 51,085
Change-51,085 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48,058
Change-48,058 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 47,172
Change-47,172 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 46,148
Change-46,148 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 46,122
Change-46,122 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 45,227
Change-45,227 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 40,632
Change-40,632 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 37,079
Change-37,079 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 36,298
Change-36,298 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 35,363
Change-35,363 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 33,361
Change-33,361 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,340
Change-33,340 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30,694
Change-30,694 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 30,136
Change-30,136 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,070
Change-28,070 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 27,373
Change-27,373 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,924
Change-26,924 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 25,895
Change-25,895 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,750
Change-24,750 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,636
Change-17,636 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,812
Change-16,812 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,946
Change-13,946 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 12,695
Change-12,695 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 12,603
Change-12,603 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,487
Change-12,487 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,770
Change-11,770 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 10,106
Change-10,106 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,927
Change-9,927 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,659
Change-8,659 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,453
Change-4,453 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,283
Change-4,283 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
UBS Group AG
N/A
Shares— from 180
Change-180 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED1,204,1161,086,392+117,724+11%$30.3M$34.4M+$4.0M2026-11-02
Jacobi Capital Management LLC
INCREASED960,297943,844+16,453+2%$26.4M$27.4M+$1.0M2026-11-05
Commonwealth Equity Services, LLC
DECREASED884,287905,535-21,248-2%$25.3M$25.2M-$55.8K2026-11-02
Truist Financial Corp
INCREASED871,369856,887+14,482+2%$23.9M$24.9M+$934.3K2026-10-30
Rise Advisors, LLC
DECREASED704,371706,069-1,6980%$19.7M$20.1M+$380.8K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED638,738660,799-22,061-3%$18.5M$18.2M-$227.8K2026-11-06
ARQ Wealth Advisors, LLC
DECREASED413,644425,045-11,401-3%$11.9M$11.8M-$118.0K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED307,836225,909+81,927+36%$6.3M$8.8M+$2.5M2026-11-02
Bullseye Investment Management, LLC
INCREASED304,382289,497+14,885+5%$8.1M$8.7M+$600.8K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED258,427207,503+50,924+25%$5.8M$7.4M+$1.6M2026-10-13
BOS Asset Management, LLC
INCREASED203,414189,273+14,141+7%$5.3M$5.8M+$518.6K2026-10-09
AdvisorNet Financial, Inc
INCREASED190,780165,122+25,658+16%$4.6M$5.5M+$865.4K2026-10-15
Richmond Investment Services, LLC
INCREASED187,136170,429+16,707+10%$4.8M$5.3M+$580.4K2026-10-29
Goldenstone Wealth Management LLC
INCREASED153,710151,750+1,960+1%$4.2M$4.4M+$148.2K2026-11-04
Diversify Wealth Management, LLC
INCREASED131,698126,879+4,819+4%$3.5M$3.8M+$241.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED131,698126,879+4,819+4%$3.5M$3.8M+$241.4K2026-10-20
Prospera Financial Services Inc
INCREASED116,732100,507+16,225+16%$2.8M$3.3M+$519.7K2026-11-04
Brookstone Capital Management
INCREASED101,08291,644+9,438+10%$2.6M$2.9M+$325.1K2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
INCREASED97,91391,357+6,556+7%$2.6M$2.8M+$242.6K2026-10-15
StoneX Group Inc.
DECREASED89,81492,585-2,771-3%$2.6M$2.6M-$22.8K2026-11-03
Wolff Wiese Magana LLC
INCREASED87,64283,946+3,696+4%$2.3M$2.5M+$156.5K2026-10-15
Visionary Wealth Advisors
DECREASED84,51690,584-6,068-7%$2.5M$2.4M-$118.1K2026-11-04
Atlas Private Wealth Advisors
DECREASED72,07274,601-2,529-3%$2.1M$2.1M-$26.8K2026-10-23
Mayfair Advisory Group, LLC
DECREASED68,27873,642-5,364-7%$2.1M$1.9M-$107.6K2026-10-20
Sigma Planning Corp
INCREASED55,63729,019+26,618+92%$810.5K$1.6M+$761.9K2026-10-23
Paragon Private Wealth Management, LLC
INCREASED54,60253,247+1,355+3%$1.5M$1.6M+$71.0K2026-10-20
Farther Finance Advisors, LLC
INCREASED54,4353,200+51,235+1601%$89.4K$1.6M+$1.5M2026-10-08
Pinnacle Wealth Management Group, Inc.
INCREASED53,21752,807+410+1%$1.5M$1.5M+$43.8K2026-10-15
Apollon Wealth Management, LLC
INCREASED51,93545,719+6,216+14%$1.3M$1.5M+$205.2K2026-10-23
Legacy Capital Wealth Partners, LLC
INCREASED50,96048,282+2,678+6%$1.3M$1.5M+$105.8K2026-10-21
Ergawealth Advisors, Inc.
DECREASED49,50052,346-2,846-5%$1.5M$1.4M-$49.4K2026-10-21
Prosperity Financial Group, Inc.
DECREASED47,64263,174-15,532-25%$1.8M$1.4M-$404.8K2026-10-29
Adamsbrown Wealth Consultants LLC
INCREASED42,52040,365+2,155+5%$1.1M$1.2M+$86.0K2026-10-20
Tounjian Advisory Partners, LLC
INCREASED39,74333,611+6,132+18%$938.8K$1.1M+$195.4K2026-11-04
Atria Investments, Inc
DECREASED35,88748,875-12,988-27%$1.4M$1.0M-$340.9K2026-10-15
Winebrenner Capital Management LLC
INCREASED35,34634,670+676+2%$968.3K$1.0M+$40.4K2026-10-07
IFP Advisors, Inc
INCREASED34,90631,396+3,510+11%$876.9K$996.1K+$119.3K2026-10-16
Nations Financial Group Inc,
DECREASED34,38534,405-200%$960.9K$981.3K+$20.3K2026-11-05
Private Trust Co NA
DECREASED34,22139,145-4,924-13%$1.1M$976.6K-$116.7K2026-10-20
Simplicity Wealth,LLC
INCREASED33,05528,842+4,213+15%$805.6K$943.3K+$137.8K2026-10-23
PKS Advisory Services, LLC
UNCHANGED32,02932,02900%$894.6K$894.6K$02026-10-26
GoalVest Advisory LLC
INCREASED31,76926,026+5,743+22%$726.9K$906.6K+$179.7K2026-10-02
Independent Financial Group, LLC
INCREASED24,82718,872+5,955+32%$527.1K$708.5K+$181.4K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED23,76225,510-1,748-7%$712.5K$678.1K-$34.4K2026-10-20
Founders Financial Securities LLC
UNCHANGED22,65722,65700%$632.8K$646.6K+$13.8K2026-10-28
Tucker Asset Management LLC
DECREASED21,78822,698-910-4%$634.0K$621.8K-$12.2K2026-10-29
Mcdonald Partners LLC
INCREASED21,50014,000+7,500+54%$391.0K$613.6K+$222.5K2026-11-03
Trilogy Capital Inc.
UNCHANGED20,16620,16600%$563.2K$575.5K+$12.3K2026-10-20
Koshinski Asset Management, Inc.
INCREASED19,84817,043+2,805+16%$476.0K$566.4K+$90.4K2026-10-29
CoreCap Advisors, LLC
DECREASED19,38019,574-194-1%$546.7K$553.1K+$6.4K2026-10-08
J.W. Cole Advisors, Inc.
INCREASED17,40014,700+2,700+18%$410.6K$496.6K+$86.0K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED17,28416,705+579+3%$466.6K$493.3K+$26.7K2026-10-13
National Wealth Management Group, LLC
NEW16,613—+16,613——$474.1K—2026-10-26
MBE Wealth Management, LLC
INCREASED15,08110,593+4,488+42%$295.9K$430.4K+$134.5K2026-10-26
Iams Wealth Management, LLC
INCREASED14,7729,501+5,271+55%$265.4K$421.6K+$156.2K2026-10-15
Verus Capital Partners, LLC
NEW13,499—+13,499——$385.2K—2026-11-03
Davenport & Co LLC
UNCHANGED12,97512,97500%$362.4K$370.3K+$7.9K2026-10-14
Uptick Partners, LLC
NEW12,695—+12,695——$362.3K—2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED12,29512,375-80-1%$345.6K$350.9K+$5.2K2026-10-23
AlphaStar Capital Management, LLC
INCREASED12,1039,073+3,030+33%$253.4K$345.4K+$92.0K2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED11,80511,80500%$329.7K$336.9K+$7.2K2026-11-02
World Equity Group, Inc.
DECREASED11,78239,757-27,975-70%$1.1M$336.2K-$774.2K2026-10-14
Crumly & Associates Inc.
NEW11,587—+11,587——$330.7K—2026-10-07
Cambridge Advisors Inc.
UNCHANGED11,54511,54500%$322.5K$329.5K+$7.0K2026-10-19
Arlington Capital Management Inc
DECREASED10,61717,276-6,659-39%$482.5K$303.0K-$179.5K2026-10-30
Bison Wealth, LLC
DECREASED10,37510,442-67-1%$292.4K$299.1K+$6.7K2026-10-13
Equity Wealth Partners, LLC
NEW9,850—+9,850——$281.1K—2026-10-26
Wealthcare Advisory Partners LLC
INCREASED9,4738,998+475+5%$251.3K$270.3K+$19.0K2026-10-21
Commonwealth Financial Services, LLC
UNCHANGED9,4459,44500%$263.8K$269.5K+$5.7K2026-10-20
Optivise Advisory Services LLC
NEW9,055—+9,055——$258.4K—2026-10-19
Clear Creek Financial Management, LLC
UNCHANGED7,7007,70000%$215.1K$219.7K+$4.7K2026-10-28
Apollon Financial, LLC
UNCHANGED7,5567,55600%$211.0K$215.6K+$4.6K2026-10-23
Strategic Blueprint, LLC
INCREASED7,4967,207+289+4%$201.3K$213.9K+$12.6K2026-10-22
Ashton Thomas Securities, LLC
NEW6,796—+6,796——$193.9K—2026-10-26
Lanark Financial, Inc.
UNCHANGED5,3365,33600%$149.0K$152.3K+$3.2K2026-10-26
Signature Equity Partners, LLC
UNCHANGED3,5143,51400%$98.1K$100.3K+$2.1K2026-10-29
IMG Wealth Management, Inc.
DECREASED2,2504,500-2,250-50%$125.7K$64.2K-$61.5K2026-10-27
Noble Wealth Management PBC
UNCHANGED1,5001,50000%$41.9K$42.8K+$9122026-10-01
Rossby Financial, LCC
UNCHANGED1,1261,12600%$31.4K$32.1K+$6852026-11-05
Vima LLC
UNCHANGED36636600%$10.2K$10.4K+$2232026-10-23
Cape Investment Advisory, Inc.
NEW278—+278——$7.9K—2026-10-13
Assetmark, Inc
UNCHANGED25825800%$7.2K$7.4K+$1572026-10-21
Cassaday & Co Wealth Management LLC
NEW66—+66——$1.9K—2026-10-27
Kestra Investment Management, LLC
CLOSED027,207-27,207-100%$759.9K$0-$759.9K2026-11-04
HBW Advisory Services LLC
CLOSED011,282-11,282-100%$315.1K$0-$315.1K2026-10-15
LPL Financial LLC
N/A—4,630,172-4,630,172-100%$129.3M———
Forge Financial Services LLC
N/A—4,256,825-4,256,825-100%$118.9M———
Raymond James Financial Inc
N/A—3,878,407-3,878,407-100%$108.3M———
Osaic Holdings, Inc.
N/A—1,553,382-1,553,382-100%$43.4M———
Envestnet Asset Management Inc
N/A—1,361,973-1,361,973-100%$38.0M———
Coppell Advisory Solutions LLC
N/A—1,277,163-1,277,163-100%$370———
Cetera Investment Advisers
N/A—1,111,417-1,111,417-100%$31.0M———
Geneos Wealth Management Inc.
N/A—485,389-485,389-100%$13.6M———
CreativeOne Wealth, LLC
N/A—431,458-431,458-100%$12.1M———
Kingsview Wealth Management, LLC
N/A—238,562-238,562-100%$6.7M———
Harbour Investments, Inc.
N/A—212,660-212,660-100%$5.9M———
MML Investors Services, LLC
N/A—160,860-160,860-100%$4.5M———
Summit Financial, LLC
N/A—131,644-131,644-100%$3.7M———
Private Advisor Group, LLC
N/A—118,096-118,096-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—113,051-113,051-100%$3.2M———
Global Retirement Partners, LLC
N/A—98,870-98,870-100%$2.8M———
Fiduciary Financial Advisors
N/A—78,573-78,573-100%$2.2M———
AQR Capital Management LLC
N/A—71,750-71,750-100%$2.0M———
Gallagher Fiduciary Advisors, LLC
N/A—69,777-69,777-100%$1.9M———
Pinnacle Financial Partners, Inc.
N/A—65,704-65,704-100%$1.8M———
Western Wealth Management, LLC
N/A—58,273-58,273-100%$1.6M———
Harvest Investment Services, LLC
N/A—51,085-51,085-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—48,058-48,058-100%$1.3M———
NewEdge Advisors, LLC
N/A—47,172-47,172-100%$1.3M———
FSB Premier Wealth Management, Inc.
N/A—46,148-46,148-100%$1.3M———
Hopwood Nicholas Hunter
N/A—46,122-46,122-100%$1.3M———
Janney Montgomery Scott LLC
N/A—45,227-45,227-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—40,632-40,632-100%$1.1M———
Old Mission Capital LLC
N/A—37,079-37,079-100%$1.0M———
Nvest Financial, LLC
N/A—36,298-36,298-100%$1.0M———
Capital Analysts, LLC
N/A—35,363-35,363-100%$988.0K———
Legacy Wealth Managment, LLC
N/A—33,361-33,361-100%$931.8K———
Citadel Advisors LLC
N/A—33,340-33,340-100%$931.2K———
Glen Eagle Advisors, LLC
N/A—30,694-30,694-100%$857.3K———
World Investment Advisors
N/A—30,136-30,136-100%$841.7K———
Arax Advisory Partners
N/A—28,070-28,070-100%$784.0K———
McKinney Capital Management, LLC
N/A—27,373-27,373-100%$764.5K———
HighTower Advisors, LLC
N/A—26,924-26,924-100%$752.0K———
Gateway Wealth Partners, LLC
N/A—25,895-25,895-100%$723.3K———
Mariner, LLC
N/A—24,750-24,750-100%$691.3K———
JPMorgan Chase & Co
N/A—17,636-17,636-100%$491.3K———
Sanctuary Advisors, LLC
N/A—16,839-16,839-100%$470.3K———
Stratos Wealth Partners, Ltd.
N/A—16,812-16,812-100%$469.6K———
Maridea Wealth Management LLC
N/A—15,484-15,484-100%$432.5K———
Advisory Services Network, LLC
N/A—13,946-13,946-100%$389.5K———
Arkadios Wealth Advisors
N/A—12,900-12,900-100%$360.3K———
Silver OAK Securities, Incorporated
N/A—12,695-12,695-100%$354.6K———
HBK Sorce Advisory LLC
N/A—12,603-12,603-100%$356.9K———
Jane Street Group, LLC
N/A—12,487-12,487-100%$348.8K———
United Capital Financial Advisors, LLC
N/A—11,770-11,770-100%$328.4K———
Berkshire Asset Management LLC
N/A—10,750-10,750-100%$300.2K———
WCG Wealth Advisors LLC
N/A—10,200-10,200-100%$284.9K———
Wealth Watch Advisors, Inc
N/A—10,106-10,106-100%$282.3K———
Rockefeller Capital Management L.P.
N/A—10,000-10,000-100%$279.3K———
Principal Securities, Inc.
N/A—9,931-9,931-100%$277.4K———
Benjamin Edwards Inc
N/A—9,927-9,927-100%$277.3K———
Godfrey Financial Associates, Inc.
N/A—8,679-8,679-100%$242.4K———
Equitable Holdings, Inc.
N/A—8,659-8,659-100%$241.8K———
AE Wealth Management LLC
N/A—6,785-6,785-100%$189.5K———
Benson Wealth Management Inc
N/A—6,576-6,576-100%$183.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,824-5,824-100%$162.7K———
BFC Planning, Inc.
N/A—5,824-5,824-100%$162.7K———
Royal Bank of Canada
N/A—4,453-4,453-100%$124.0K———
Wells Fargo & Company
N/A—4,283-4,283-100%$119.6K———
Ameriflex Group, Inc.
N/A—3,250-3,250-100%$90.8K———
IFG Advisory, LLC
N/A—3,207-3,207-100%$89.6K———
Morgan Stanley
N/A—3,104-3,104-100%$86.7K———
Mcguire Capital Advisors Inc
N/A—2,988-2,988-100%$83.5K———
UBS Group AG
N/A—180-180-100%$5.0K———
Showing 154 of 154 institutions