FT Vest US Equity Moderate B (GFEB)

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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Commonwealth Equity Services, LLC

DECREASED

Shares229,042 from 435,657

Change-206,615 (-47%)

Value$10.3M (-$8.9M)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares177,990 from 175,428

Change+2,562 (+1%)

Value$8.0M (+$294.9K)

Filed 2026-11-06

Milestone Asset Management, LLC

INCREASED

Shares143,392 from 136,931

Change+6,461 (+5%)

Value$6.5M (+$431.2K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares138,317 from 119,185

Change+19,132 (+16%)

Value$6.2M (+$983.9K)

Filed 2026-11-02

First International Bank of Israel Ltd.

UNCHANGED

Shares130,000 from 130,000

Change0 (0%)

Value$5.9M (+$133.0K)

Filed 2026-11-04

Atria Investments, Inc

DECREASED

Shares118,655 from 119,151

Change-496 (0%)

Value$5.3M (+$99.6K)

Filed 2026-10-15

Truist Financial Corp

DECREASED

Shares110,286 from 112,419

Change-2,133 (-2%)

Value$5.0M (+$18.9K)

Filed 2026-10-30

Clear Creek Financial Management, LLC

DECREASED

Shares88,269 from 89,248

Change-979 (-1%)

Value$4.0M (+$47.2K)

Filed 2026-10-28

Founders Financial Securities LLC

INCREASED

Shares62,064 from 59,408

Change+2,656 (+4%)

Value$2.8M (+$180.4K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares61,469 from 59,002

Change+2,467 (+4%)

Value$2.8M (+$171.0K)

Filed 2026-11-02

Madrona Financial Services, LLC

UNCHANGED

Shares51,525 from 51,525

Change0 (0%)

Value$2.3M (+$52.7K)

Filed 2026-10-23

MGO One Seven LLC

DECREASED

Shares49,712 from 51,103

Change-1,391 (-3%)

Value$2.2M (-$10.4K)

Filed 2026-10-28

City Holding Co

DECREASED

Shares44,410 from 45,510

Change-1,100 (-2%)

Value$2.0M (-$2.7K)

Filed 2026-10-19

Concurrent Investment Advisors, LLC

INCREASED

Shares38,316 from 33,266

Change+5,050 (+15%)

Value$1.7M (+$261.6K)

Filed 2026-10-16

Brookstone Capital Management

DECREASED

Shares36,027 from 37,427

Change-1,400 (-4%)

Value$1.6M (-$24.8K)

Filed 2026-10-22

Chris Bulman Inc

DECREASED

Shares35,880 from 37,258

Change-1,378 (-4%)

Value$1.6M (-$24.0K)

Filed 2026-10-20

Range Financial Group LLC

DECREASED

Shares35,873 from 37,707

Change-1,834 (-5%)

Value$1.6M (-$44.0K)

Filed 2026-10-21

Keystone Wealth Services, LLC

DECREASED

Shares29,313 from 29,738

Change-425 (-1%)

Value$1.3M (+$11.2K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares21,051 from 12,801

Change+8,250 (+64%)

Value$547.2K (+$376.0K)

Filed 2026-10-13

Diligent Investors, LLC

DECREASED

Shares17,475 from 18,475

Change-1,000 (-5%)

Value$787.3K (-$26.1K)

Filed 2026-10-21

Uptick Partners, LLC

UNCHANGED

Shares16,240 from 16,240

Change0 (0%)

Value$731.7K (+$16.6K)

Filed 2026-11-04

Kestra Private Wealth Services, LLC

UNCHANGED

Shares14,625 from 14,625

Change0 (0%)

Value$658.9K (+$15.0K)

Filed 2026-11-06

IMG Wealth Management, Inc.

UNCHANGED

Shares12,828 from 12,828

Change0 (0%)

Value$577.9K (+$13.1K)

Filed 2026-10-27

Cooper Financial Group

UNCHANGED

Shares12,331 from 12,331

Change0 (0%)

Value$555.5K (+$12.6K)

Filed 2026-10-07

Farther Finance Advisors, LLC

DECREASED

Shares11,357 from 24,282

Change-12,925 (-53%)

Value$511.6K (-$557.5K)

Filed 2026-10-08

Diversify Wealth Management, LLC

UNCHANGED

Shares10,466 from 10,466

Change0 (0%)

Value$474.1K (+$13.2K)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares10,466 from 10,466

Change0 (0%)

Value$474.1K (+$13.2K)

Filed 2026-10-20

Ifrah Financial Services, Inc.

DECREASED

Shares10,313 from 10,500

Change-187 (-2%)

Value$464.6K (+$2.3K)

Filed 2026-10-13

CoreCap Advisors, LLC

INCREASED

Shares9,922 from 9,071

Change+851 (+9%)

Value$447.0K (+$47.6K)

Filed 2026-10-08

PKS Advisory Services, LLC

UNCHANGED

Shares9,746 from 9,746

Change0 (0%)

Value$429.1K ($0)

Filed 2026-10-26

StoneX Group Inc.

DECREASED

Shares9,336 from 12,028

Change-2,692 (-22%)

Value$420.4K (-$108.3K)

Filed 2026-11-03

Prospera Financial Services Inc

DECREASED

Shares9,070 from 14,450

Change-5,380 (-37%)

Value$408.4K (-$227.8K)

Filed 2026-11-04

NorthCrest Asset Manangement, LLC

UNCHANGED

Shares8,961 from 8,961

Change0 (0%)

Value$405.6K (+$9.7K)

Filed 2026-10-13

Kingswood Wealth Advisors, LLC

DECREASED

Shares8,133 from 8,189

Change-56 (-1%)

Value$366.4K (+$5.9K)

Filed 2026-10-23

Schulz Wealth, Ltd.

DECREASED

Shares7,548 from 8,937

Change-1,389 (-16%)

Value$340.1K (-$53.4K)

Filed 2026-11-03

Valtinson Bruner Financial Planning LLC

UNCHANGED

Shares7,431 from 7,431

Change0 (0%)

Value$334.8K (+$7.6K)

Filed 2026-11-02

Nations Financial Group Inc,

DECREASED

Shares7,031 from 7,266

Change-235 (-3%)

Value$316.8K (-$3.2K)

Filed 2026-11-05

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares6,789 from 6,789

Change0 (0%)

Value$305.9K (+$6.9K)

Filed 2026-10-23

Mayfair Advisory Group, LLC

UNCHANGED

Shares6,759 from 6,759

Change0 (0%)

Value$304.5K (+$7.1K)

Filed 2026-10-20

Adamsbrown Wealth Consultants LLC

UNCHANGED

Shares6,606 from 6,606

Change0 (0%)

Value$297.6K (+$6.8K)

Filed 2026-10-20

Financial Network Wealth Advisors LLC

DECREASED

Shares6,514 from 7,176

Change-662 (-9%)

Value$293.5K (-$22.5K)

Filed 2026-10-28

Compass Financial Services Inc

UNCHANGED

Shares6,503 from 6,503

Change0 (0%)

Value$293.0K (+$6.7K)

Filed 2026-11-06

Beacon Financial Advisory LLC

UNCHANGED

Shares6,455 from 6,455

Change0 (0%)

Value$290.8K (+$6.6K)

Filed 2026-10-16

Lifestyle Asset Management, Inc.

UNCHANGED

Shares5,595 from 5,595

Change0 (0%)

Value$252.1K (+$5.7K)

Filed 2026-10-20

Silverlake Wealth Management LLC

UNCHANGED

Shares5,200 from 5,200

Change0 (0%)

Value$234.3K (+$5.3K)

Filed 2026-10-21

BFI Wealth Solutions, LLC

DECREASED

Shares4,938 from 6,791

Change-1,853 (-27%)

Value$222.5K (-$76.5K)

Filed 2026-10-16

Sovran Advisors, LLC

UNCHANGED

Shares4,829 from 4,829

Change0 (0%)

Value$218.9K (+$5.8K)

Filed 2026-11-02

FWG Investments, Llc.

UNCHANGED

Shares4,546 from 4,546

Change0 (0%)

Value$204.8K (+$4.7K)

Filed 2026-11-03

Barclays PLC

UNCHANGED

Shares4,483 from 4,483

Change0 (0%)

Value$202.0K (+$4.6K)

Filed 2026-11-06

Triumph Capital Management

DECREASED

Shares3,296 from 3,871

Change-575 (-15%)

Value$148.5K (-$21.9K)

Filed 2026-10-14

Reicon Wealth Advisors, LLC

DECREASED

Shares2,950 from 3,298

Change-348 (-11%)

Value$132.9K (-$12.3K)

Filed 2026-11-04

Evolution Wealth Management Inc.

UNCHANGED

Shares2,253 from 2,253

Change0 (0%)

Value$101.5K (+$2.3K)

Filed 2026-10-28

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares1,450 from 1,450

Change0 (0%)

Value$65.3K (+$1.5K)

Filed 2026-11-02

Archer Investment Corp

DECREASED

Shares1,382 from 1,501

Change-119 (-8%)

Value$62.3K (-$3.8K)

Filed 2026-11-05

Signature Equity Partners, LLC

UNCHANGED

Shares735 from 735

Change0 (0%)

Value$33.1K (+$753)

Filed 2026-10-29

Wilkerson Advisory Group LLC

UNCHANGED

Shares712 from 712

Change0 (0%)

Value$32.1K (+$728)

Filed 2026-10-20

Reap Financial Group, LLC

DECREASED

Shares579 from 1,092

Change-513 (-47%)

Value$26.1K (-$22.0K)

Filed 2026-11-02

CX Institutional

UNCHANGED

Shares264 from 264

Change0 (0%)

Value$12 ($0)

Filed 2026-10-02

Smart Wealth LLC

CLOSED

Shares0 from 35,005

Change-35,005 (-100%)

Value$0 (-$1.5M)

Filed 2026-11-04

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 16,142

Change-16,142 (-100%)

Value$0 (-$710.7K)

Filed 2026-10-20

Langley Wealth Management, LLC

CLOSED

Shares0 from 16,014

Change-16,014 (-100%)

Value$0 (-$705.1K)

Filed 2026-11-04

Bullseye Investment Management, LLC

CLOSED

Shares0 from 460

Change-460 (-100%)

Value$0 (-$20.3K)

Filed 2026-10-29

Raymond James Financial Inc

N/A

Shares— from 413,611

Change-413,611 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 294,578

Change-294,578 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 251,531

Change-251,531 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 247,162

Change-247,162 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 134,347

Change-134,347 (-100%)

Value—

ODonnell Financial Services, LLC

N/A

Shares— from 96,699

Change-96,699 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 86,661

Change-86,661 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 77,764

Change-77,764 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 70,795

Change-70,795 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 66,451

Change-66,451 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 42,997

Change-42,997 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 39,081

Change-39,081 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 38,877

Change-38,877 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 38,813

Change-38,813 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,161

Change-34,161 (-100%)

Value—

American Alpha Advisors, LLC

N/A

Shares— from 30,719

Change-30,719 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 30,542

Change-30,542 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 28,473

Change-28,473 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 28,473

Change-28,473 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 25,850

Change-25,850 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 24,748

Change-24,748 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 22,779

Change-22,779 (-100%)

Value—

Plotkin Financial Advisors, LLC

N/A

Shares— from 20,645

Change-20,645 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 19,991

Change-19,991 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 19,824

Change-19,824 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 19,606

Change-19,606 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 17,882

Change-17,882 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,841

Change-16,841 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 13,555

Change-13,555 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 13,314

Change-13,314 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 13,041

Change-13,041 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 12,358

Change-12,358 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 11,727

Change-11,727 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 9,826

Change-9,826 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 9,030

Change-9,030 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 8,959

Change-8,959 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 8,759

Change-8,759 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 8,423

Change-8,423 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 8,369

Change-8,369 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 8,143

Change-8,143 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 7,947

Change-7,947 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,280

Change-7,280 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 7,235

Change-7,235 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 6,773

Change-6,773 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 6,658

Change-6,658 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 6,535

Change-6,535 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 6,340

Change-6,340 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 6,172

Change-6,172 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 5,796

Change-5,796 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,844

Change-1,844 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,051

Change-1,051 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 848

Change-848 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 790

Change-790 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 732

Change-732 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 676

Change-676 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 273

Change-273 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	229,042	435,657	-206,615	-47%	$19.2M	$10.3M	-$8.9M	2026-11-02
LPL Financial LLC	INCREASED	177,990	175,428	+2,562	+1%	$7.7M	$8.0M	+$294.9K	2026-11-06
Milestone Asset Management, LLC	INCREASED	143,392	136,931	+6,461	+5%	$6.0M	$6.5M	+$431.2K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	138,317	119,185	+19,132	+16%	$5.2M	$6.2M	+$983.9K	2026-11-02
First International Bank of Israel Ltd.	UNCHANGED	130,000	130,000	0	0%	$5.7M	$5.9M	+$133.0K	2026-11-04
Atria Investments, Inc	DECREASED	118,655	119,151	-496	0%	$5.2M	$5.3M	+$99.6K	2026-10-15
Truist Financial Corp	DECREASED	110,286	112,419	-2,133	-2%	$4.9M	$5.0M	+$18.9K	2026-10-30
Clear Creek Financial Management, LLC	DECREASED	88,269	89,248	-979	-1%	$3.9M	$4.0M	+$47.2K	2026-10-28
Founders Financial Securities LLC	INCREASED	62,064	59,408	+2,656	+4%	$2.6M	$2.8M	+$180.4K	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	61,469	59,002	+2,467	+4%	$2.6M	$2.8M	+$171.0K	2026-11-02
Madrona Financial Services, LLC	UNCHANGED	51,525	51,525	0	0%	$2.3M	$2.3M	+$52.7K	2026-10-23
MGO One Seven LLC	DECREASED	49,712	51,103	-1,391	-3%	$2.3M	$2.2M	-$10.4K	2026-10-28
City Holding Co	DECREASED	44,410	45,510	-1,100	-2%	$2.0M	$2.0M	-$2.7K	2026-10-19
Concurrent Investment Advisors, LLC	INCREASED	38,316	33,266	+5,050	+15%	$1.5M	$1.7M	+$261.6K	2026-10-16
Brookstone Capital Management	DECREASED	36,027	37,427	-1,400	-4%	$1.6M	$1.6M	-$24.8K	2026-10-22
Chris Bulman Inc	DECREASED	35,880	37,258	-1,378	-4%	$1.6M	$1.6M	-$24.0K	2026-10-20
Range Financial Group LLC	DECREASED	35,873	37,707	-1,834	-5%	$1.7M	$1.6M	-$44.0K	2026-10-21
Keystone Wealth Services, LLC	DECREASED	29,313	29,738	-425	-1%	$1.3M	$1.3M	+$11.2K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	21,051	12,801	+8,250	+64%	$171.2K	$547.2K	+$376.0K	2026-10-13
Diligent Investors, LLC	DECREASED	17,475	18,475	-1,000	-5%	$813.4K	$787.3K	-$26.1K	2026-10-21
Uptick Partners, LLC	UNCHANGED	16,240	16,240	0	0%	$715.0K	$731.7K	+$16.6K	2026-11-04
Kestra Private Wealth Services, LLC	UNCHANGED	14,625	14,625	0	0%	$643.9K	$658.9K	+$15.0K	2026-11-06
IMG Wealth Management, Inc.	UNCHANGED	12,828	12,828	0	0%	$564.8K	$577.9K	+$13.1K	2026-10-27
Cooper Financial Group	UNCHANGED	12,331	12,331	0	0%	$542.9K	$555.5K	+$12.6K	2026-10-07
Farther Finance Advisors, LLC	DECREASED	11,357	24,282	-12,925	-53%	$1.1M	$511.6K	-$557.5K	2026-10-08
Diversify Wealth Management, LLC	UNCHANGED	10,466	10,466	0	0%	$460.9K	$474.1K	+$13.2K	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	10,466	10,466	0	0%	$460.9K	$474.1K	+$13.2K	2026-10-20
Ifrah Financial Services, Inc.	DECREASED	10,313	10,500	-187	-2%	$462.3K	$464.6K	+$2.3K	2026-10-13
CoreCap Advisors, LLC	INCREASED	9,922	9,071	+851	+9%	$399.4K	$447.0K	+$47.6K	2026-10-08
PKS Advisory Services, LLC	UNCHANGED	9,746	9,746	0	0%	$429.1K	$429.1K	$0	2026-10-26
StoneX Group Inc.	DECREASED	9,336	12,028	-2,692	-22%	$528.7K	$420.4K	-$108.3K	2026-11-03
Prospera Financial Services Inc	DECREASED	9,070	14,450	-5,380	-37%	$636.2K	$408.4K	-$227.8K	2026-11-04
NorthCrest Asset Manangement, LLC	UNCHANGED	8,961	8,961	0	0%	$395.9K	$405.6K	+$9.7K	2026-10-13
Kingswood Wealth Advisors, LLC	DECREASED	8,133	8,189	-56	-1%	$360.6K	$366.4K	+$5.9K	2026-10-23
Schulz Wealth, Ltd.	DECREASED	7,548	8,937	-1,389	-16%	$393.5K	$340.1K	-$53.4K	2026-11-03
Valtinson Bruner Financial Planning LLC	UNCHANGED	7,431	7,431	0	0%	$327.2K	$334.8K	+$7.6K	2026-11-02
Nations Financial Group Inc,	DECREASED	7,031	7,266	-235	-3%	$319.9K	$316.8K	-$3.2K	2026-11-05
Dhjj Financial Advisors, Ltd.	UNCHANGED	6,789	6,789	0	0%	$298.9K	$305.9K	+$6.9K	2026-10-23
Mayfair Advisory Group, LLC	UNCHANGED	6,759	6,759	0	0%	$297.4K	$304.5K	+$7.1K	2026-10-20
Adamsbrown Wealth Consultants LLC	UNCHANGED	6,606	6,606	0	0%	$290.9K	$297.6K	+$6.8K	2026-10-20
Financial Network Wealth Advisors LLC	DECREASED	6,514	7,176	-662	-9%	$316.0K	$293.5K	-$22.5K	2026-10-28
Compass Financial Services Inc	UNCHANGED	6,503	6,503	0	0%	$286.3K	$293.0K	+$6.7K	2026-11-06
Beacon Financial Advisory LLC	UNCHANGED	6,455	6,455	0	0%	$284.2K	$290.8K	+$6.6K	2026-10-16
Lifestyle Asset Management, Inc.	UNCHANGED	5,595	5,595	0	0%	$246.3K	$252.1K	+$5.7K	2026-10-20
Silverlake Wealth Management LLC	UNCHANGED	5,200	5,200	0	0%	$229.0K	$234.3K	+$5.3K	2026-10-21
BFI Wealth Solutions, LLC	DECREASED	4,938	6,791	-1,853	-27%	$299.0K	$222.5K	-$76.5K	2026-10-16
Sovran Advisors, LLC	UNCHANGED	4,829	4,829	0	0%	$213.0K	$218.9K	+$5.8K	2026-11-02
FWG Investments, Llc.	UNCHANGED	4,546	4,546	0	0%	$200.2K	$204.8K	+$4.7K	2026-11-03
Barclays PLC	UNCHANGED	4,483	4,483	0	0%	$197.4K	$202.0K	+$4.6K	2026-11-06
Triumph Capital Management	DECREASED	3,296	3,871	-575	-15%	$170.4K	$148.5K	-$21.9K	2026-10-14
Reicon Wealth Advisors, LLC	DECREASED	2,950	3,298	-348	-11%	$145.2K	$132.9K	-$12.3K	2026-11-04
Evolution Wealth Management Inc.	UNCHANGED	2,253	2,253	0	0%	$99.2K	$101.5K	+$2.3K	2026-10-28
Murphy & Mullick Capital Management Corp	UNCHANGED	1,450	1,450	0	0%	$63.8K	$65.3K	+$1.5K	2026-11-02
Archer Investment Corp	DECREASED	1,382	1,501	-119	-8%	$66.1K	$62.3K	-$3.8K	2026-11-05
Signature Equity Partners, LLC	UNCHANGED	735	735	0	0%	$32.4K	$33.1K	+$753	2026-10-29
Wilkerson Advisory Group LLC	UNCHANGED	712	712	0	0%	$31.3K	$32.1K	+$728	2026-10-20
Reap Financial Group, LLC	DECREASED	579	1,092	-513	-47%	$48.1K	$26.1K	-$22.0K	2026-11-02
CX Institutional	UNCHANGED	264	264	0	0%	$12	$12	$0	2026-10-02
Smart Wealth LLC	CLOSED	0	35,005	-35,005	-100%	$1.5M	$0	-$1.5M	2026-11-04
Commonwealth Financial Services, LLC	CLOSED	0	16,142	-16,142	-100%	$710.7K	$0	-$710.7K	2026-10-20
Langley Wealth Management, LLC	CLOSED	0	16,014	-16,014	-100%	$705.1K	$0	-$705.1K	2026-11-04
Bullseye Investment Management, LLC	CLOSED	0	460	-460	-100%	$20.3K	$0	-$20.3K	2026-10-29
Raymond James Financial Inc	N/A	—	413,611	-413,611	-100%	$18.2M	—	—	—
Cetera Investment Advisers	N/A	—	294,578	-294,578	-100%	$13.0M	—	—	—
HighTower Advisors, LLC	N/A	—	251,531	-251,531	-100%	$11.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	247,162	-247,162	-100%	$10.9M	—	—	—
Mariner, LLC	N/A	—	134,347	-134,347	-100%	$5.9M	—	—	—
ODonnell Financial Services, LLC	N/A	—	96,699	-96,699	-100%	$4.3M	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	86,661	-86,661	-100%	$3.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	77,764	-77,764	-100%	$3.4M	—	—	—
MAI Capital Management	N/A	—	70,795	-70,795	-100%	$3.1M	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	66,451	-66,451	-100%	$2.9M	—	—	—
Harbour Investments, Inc.	N/A	—	42,997	-42,997	-100%	$1.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	39,081	-39,081	-100%	$1.7M	—	—	—
Arkadios Wealth Advisors	N/A	—	38,877	-38,877	-100%	$1.7M	—	—	—
CreativeOne Wealth, LLC	N/A	—	38,813	-38,813	-100%	$1.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	34,161	-34,161	-100%	$1.5M	—	—	—
American Alpha Advisors, LLC	N/A	—	30,719	-30,719	-100%	$1.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	30,542	-30,542	-100%	$1.3M	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	28,473	-28,473	-100%	$1.3M	—	—	—
BFC Planning, Inc.	N/A	—	28,473	-28,473	-100%	$1.3M	—	—	—
Arete Wealth Advisors, LLC	N/A	—	25,850	-25,850	-100%	$1.1M	—	—	—
Old Mission Capital LLC	N/A	—	24,748	-24,748	-100%	$1.1M	—	—	—
Waverly Advisors, LLC	N/A	—	22,779	-22,779	-100%	$1.0M	—	—	—
Plotkin Financial Advisors, LLC	N/A	—	20,645	-20,645	-100%	$909.0K	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	19,991	-19,991	-100%	$880.0K	—	—	—
MML Investors Services, LLC	N/A	—	19,824	-19,824	-100%	$872.8K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	19,606	-19,606	-100%	$863.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	17,882	-17,882	-100%	$787.3K	—	—	—
Citadel Advisors LLC	N/A	—	16,841	-16,841	-100%	$741.5K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	13,555	-13,555	-100%	$596.8K	—	—	—
Mutual Advisors, LLC	N/A	—	13,314	-13,314	-100%	$586.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	13,041	-13,041	-100%	$574.2K	—	—	—
Integrity Financial Corp	N/A	—	12,358	-12,358	-100%	$544.1K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	11,727	-11,727	-100%	$516.3K	—	—	—
Kintra Wealth, LLC	N/A	—	9,826	-9,826	-100%	$440.5K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	9,030	-9,030	-100%	$397.6K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	8,959	-8,959	-100%	$394.5K	—	—	—
AQR Capital Management LLC	N/A	—	8,759	-8,759	-100%	$385.7K	—	—	—
Summit Financial, LLC	N/A	—	8,423	-8,423	-100%	$370.9K	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	8,369	-8,369	-100%	$368.5K	—	—	—
Sequent Planning LLC	N/A	—	8,143	-8,143	-100%	$358.5K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	7,947	-7,947	-100%	$349.9K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	7,900	-7,900	-100%	$347.8K	—	—	—
Royal Bank of Canada	N/A	—	7,280	-7,280	-100%	$320.0K	—	—	—
AE Wealth Management LLC	N/A	—	7,235	-7,235	-100%	$318.6K	—	—	—
Principal Securities, Inc.	N/A	—	6,773	-6,773	-100%	$298.2K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	6,658	-6,658	-100%	$293.1K	—	—	—
Centaurus Financial, Inc.	N/A	—	6,535	-6,535	-100%	$288.0K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	6,340	-6,340	-100%	$279.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	6,172	-6,172	-100%	$271.7K	—	—	—
HRT Financial LP	N/A	—	5,796	-5,796	-100%	$255.0K	—	—	—
Arax Advisory Partners	N/A	—	1,844	-1,844	-100%	$81.2K	—	—	—
Capital Analysts, LLC	N/A	—	1,051	-1,051	-100%	$46.0K	—	—	—
Morgan Stanley	N/A	—	848	-848	-100%	$37.3K	—	—	—
Topsail Wealth Management, LLC	N/A	—	790	-790	-100%	$34.8K	—	—	—
Benson Wealth Management Inc	N/A	—	732	-732	-100%	$32.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	676	-676	-100%	$29.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	600	-600	-100%	$26.4K	—	—	—
Ogorek Anthony Joseph	N/A	—	273	-273	-100%	$12.0K	—	—	—
UBS Group AG	N/A	—	1	-1	-100%	$44	—	—	—

Showing 121 of 121 institutions