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FT Vest Nasdaq-100 Buffer ET (QSPT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealthcare Advisory Partners LLC
DECREASED
Shares493,985 from 516,910
Change-22,925 (-4%)
Value$18.1M (+$46.0K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares389,176 from 374,862
Change+14,314 (+4%)
Value$14.2M (+$1.2M)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
INCREASED
Shares316,672 from 313,875
Change+2,797 (+1%)
Value$11.6M (+$638.9K)
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares281,441 from 267,225
Change+14,216 (+5%)
Value$10.3M (+$976.6K)
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
NEW
Shares157,555
Change+157,555
Value$5.8M
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares127,420 from 100,890
Change+26,530 (+26%)
Value$4.7M (+$1.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares112,590 from 97,447
Change+15,143 (+16%)
Value$4.1M (+$720.1K)
Filed 2026-11-06
Smart Wealth LLC
INCREASED
Shares100,552 from 71,436
Change+29,116 (+41%)
Value$3.7M (+$1.2M)
Filed 2026-11-04
Keystone Wealth Services, LLC
INCREASED
Shares82,529 from 78,575
Change+3,954 (+5%)
Value$3.0M (+$270.6K)
Filed 2026-11-03
Hofer & Associates. Inc
NEW
Shares67,241
Change+67,241
Value$2.5M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares67,241 from 64,683
Change+2,558 (+4%)
Value$2.5M (+$204.1K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares61,569 from 89,144
Change-27,575 (-31%)
Value$2.3M (-$856.0K)
Filed 2026-11-02
Global Assets Advisory, LLC
DECREASED
Shares51,915 from 54,346
Change-2,431 (-4%)
Value$1.9M (+$28.5K)
Filed 2026-10-28
Catalyst Investment Management LLC
NEW
Shares43,502
Change+43,502
Value$1.6M
Filed 2026-10-21
Ignite Planners, LLC
DECREASED
Shares40,653 from 43,610
Change-2,957 (-7%)
Value$1.5M (-$33.5K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
INCREASED
Shares35,539 from 33,459
Change+2,080 (+6%)
Value$1.3M (+$133.2K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares33,958 from 23,165
Change+10,793 (+47%)
Value$1.2M (+$434.1K)
Filed 2026-10-30
FWG Investments, Llc.
DECREASED
Shares32,066 from 35,371
Change-3,305 (-9%)
Value$1.2M (-$60.3K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares31,019 from 31,148
Change-129 (0%)
Value$1.1M (+$48.5K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares25,684 from 25,409
Change+275 (+1%)
Value$938.8K (+$53.5K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares24,241
Change+24,241
Value$886.0K
Filed 2026-11-03
New Wave Wealth Advisors LLC
NEW
Shares22,498
Change+22,498
Value$826.2K
Filed 2026-10-19
Synergy Asset Management, LLC
DECREASED
Shares20,920 from 21,818
Change-898 (-4%)
Value$764.6K (+$4.5K)
Filed 2026-11-05
Sloy Dahl & Holst, LLC
DECREASED
Shares19,666 from 20,250
Change-584 (-3%)
Value$718.8K (+$13.3K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares17,522 from 14,715
Change+2,807 (+19%)
Value$640.0K (+$127.0K)
Filed 2026-10-26
Novem Group
UNCHANGED
Shares17,248 from 17,248
Change0 (0%)
Value$630.4K (+$29.5K)
Filed 2026-10-19
Grantvest Financial Group LLC
DECREASED
Shares16,613 from 17,152
Change-539 (-3%)
Value$607.2K (+$9.6K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares15,842 from 15,568
Change+274 (+2%)
Value$579.0K (+$36.6K)
Filed 2026-10-16
Legacy Solutions, LLC
UNCHANGED
Shares12,724 from 12,724
Change0 (0%)
Value$465.1K (+$21.8K)
Filed 2026-10-07
Money Concepts Capital Corp
NEW
Shares11,579
Change+11,579
Value$423.2K
Filed 2026-11-06
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares11,023 from 11,023
Change0 (0%)
Value$402.9K (+$18.9K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares10,645
Change+10,645
Value$389.1K
Filed 2026-10-16
Winnacle Wealth LLC
DECREASED
Shares9,749 from 10,624
Change-875 (-8%)
Value$356.3K (-$13.8K)
Filed 2026-10-15
Sigma Planning Corp
NEW
Shares9,066
Change+9,066
Value$331.4K
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares9,062 from 50,349
Change-41,287 (-82%)
Value$318.0K (-$1.4M)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
INCREASED
Shares8,570 from 7,899
Change+671 (+8%)
Value$313.2K (+$38.0K)
Filed 2026-10-23
VestGen Advisors, LLC
UNCHANGED
Shares7,187 from 7,187
Change0 (0%)
Value$262.7K (+$12.3K)
Filed 2026-10-27
Independent Financial Group, LLC
NEW
Shares7,156
Change+7,156
Value$261.6K
Filed 2026-10-13
Aurora Private Wealth, Inc.
DECREASED
Shares7,144 from 7,264
Change-120 (-2%)
Value$261.0K (+$8.0K)
Filed 2026-10-20
Noble Wealth Management PBC
DECREASED
Shares6,693 from 7,453
Change-760 (-10%)
Value$244.6K (-$15.0K)
Filed 2026-10-01
Kestra Private Wealth Services, LLC
UNCHANGED
Shares6,405 from 6,405
Change0 (0%)
Value$234.1K (+$11.0K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED
Shares5,758 from 4,617
Change+1,141 (+25%)
Value$210.5K (+$49.6K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares4,700 from 5,200
Change-500 (-10%)
Value$171.8K (-$9.4K)
Filed 2026-11-03
Creative Financial Designs Inc
NEW
Shares4,112
Change+4,112
Value$150.3K
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares3,842 from 3,933
Change-91 (-2%)
Value$140.4K (+$3.4K)
Filed 2026-10-08
Albion Financial Group
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$117.0K (+$5.5K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares1,946 from 1,954
Change-8 (0%)
Value$71.1K (+$3.0K)
Filed 2026-10-30
Fifth Third Bancorp
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$66.8K (+$3.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares1,525 from 3,125
Change-1,600 (-51%)
Value$55.7K (-$53.1K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares565
Change+565
Value$20.7K
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.3K (+$855)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.6K (+$684)
Filed 2026-10-28
Center for Financial Planning, Inc.
CLOSED
Shares0 from 17,965
Change-17,965 (-100%)
Value$0 (-$625.9K)
Filed 2026-10-26
NWF Advisory Services Inc.
CLOSED
Shares0 from 6,625
Change-6,625 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 6,411
Change-6,411 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$19.1K)
Filed 2026-11-02
Cetera Investment Advisers
N/A
Shares— from 288,771
Change-288,771 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 253,978
Change-253,978 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 194,219
Change-194,219 (-100%)
Value—
Stephens Inc
N/A
Shares— from 116,410
Change-116,410 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 98,292
Change-98,292 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 90,273
Change-90,273 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 85,507
Change-85,507 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 63,558
Change-63,558 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 62,132
Change-62,132 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 56,449
Change-56,449 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 51,944
Change-51,944 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,450
Change-51,450 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 39,782
Change-39,782 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 35,430
Change-35,430 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,588
Change-26,588 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,283
Change-26,283 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 21,607
Change-21,607 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 21,239
Change-21,239 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,118
Change-19,118 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 18,846
Change-18,846 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 17,627
Change-17,627 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,498
Change-17,498 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 16,251
Change-16,251 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,740
Change-15,740 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,042
Change-14,042 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,476
Change-12,476 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,817
Change-10,817 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 10,526
Change-10,526 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,491
Change-9,491 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,184
Change-9,184 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,907
Change-8,907 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,696
Change-6,696 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 609
Change-609 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 325
Change-325 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 325
Change-325 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Wealthcare Advisory Partners LLC
DECREASED493,985516,910-22,925-4%$18.0M$18.1M+$46.0K2026-10-21
Commonwealth Equity Services, LLC
INCREASED389,176374,862+14,314+4%$13.1M$14.2M+$1.2M2026-11-02
Outlook Wealth Advisors, LLC
INCREASED316,672313,875+2,797+1%$10.9M$11.6M+$638.9K2026-10-28
First Heartland Consultants, Inc.
INCREASED281,441267,225+14,216+5%$9.3M$10.3M+$976.6K2026-10-08
B. Riley Wealth Advisors, Inc.
NEW157,555—+157,555——$5.8M—2026-10-13
Kestra Advisory Services, LLC
INCREASED127,420100,890+26,530+26%$3.5M$4.7M+$1.1M2026-11-02
LPL Financial LLC
INCREASED112,59097,447+15,143+16%$3.4M$4.1M+$720.1K2026-11-06
Smart Wealth LLC
INCREASED100,55271,436+29,116+41%$2.5M$3.7M+$1.2M2026-11-04
Keystone Wealth Services, LLC
INCREASED82,52978,575+3,954+5%$2.7M$3.0M+$270.6K2026-11-03
Hofer & Associates. Inc
NEW67,241—+67,241——$2.5M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED67,24164,683+2,558+4%$2.3M$2.5M+$204.1K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED61,56989,144-27,575-31%$3.1M$2.3M-$856.0K2026-11-02
Global Assets Advisory, LLC
DECREASED51,91554,346-2,431-4%$1.9M$1.9M+$28.5K2026-10-28
Catalyst Investment Management LLC
NEW43,502—+43,502——$1.6M—2026-10-21
Ignite Planners, LLC
DECREASED40,65343,610-2,957-7%$1.5M$1.5M-$33.5K2026-10-14
Clear Creek Financial Management, LLC
INCREASED35,53933,459+2,080+6%$1.2M$1.3M+$133.2K2026-10-28
Truist Financial Corp
INCREASED33,95823,165+10,793+47%$807.1K$1.2M+$434.1K2026-10-30
FWG Investments, Llc.
DECREASED32,06635,371-3,305-9%$1.2M$1.2M-$60.3K2026-11-03
Oppenheimer & Co Inc
DECREASED31,01931,148-1290%$1.1M$1.1M+$48.5K2026-10-26
Uptick Partners, LLC
INCREASED25,68425,409+275+1%$885.3K$938.8K+$53.5K2026-11-04
Ascentis Independent Advisors
NEW24,241—+24,241——$886.0K—2026-11-03
New Wave Wealth Advisors LLC
NEW22,498—+22,498——$826.2K—2026-10-19
Synergy Asset Management, LLC
DECREASED20,92021,818-898-4%$760.1K$764.6K+$4.5K2026-11-05
Sloy Dahl & Holst, LLC
DECREASED19,66620,250-584-3%$705.5K$718.8K+$13.3K2026-10-14
Park Avenue Securities LLC
INCREASED17,52214,715+2,807+19%$513.0K$640.0K+$127.0K2026-10-26
Novem Group
UNCHANGED17,24817,24800%$600.9K$630.4K+$29.5K2026-10-19
Grantvest Financial Group LLC
DECREASED16,61317,152-539-3%$597.6K$607.2K+$9.6K2026-10-21
IFP Advisors, Inc
INCREASED15,84215,568+274+2%$542.4K$579.0K+$36.6K2026-10-16
Legacy Solutions, LLC
UNCHANGED12,72412,72400%$443.3K$465.1K+$21.8K2026-10-07
Money Concepts Capital Corp
NEW11,579—+11,579——$423.2K—2026-11-06
Valtinson Bruner Financial Planning LLC
UNCHANGED11,02311,02300%$384.0K$402.9K+$18.9K2026-11-02
Concurrent Investment Advisors, LLC
NEW10,645—+10,645——$389.1K—2026-10-16
Winnacle Wealth LLC
DECREASED9,74910,624-875-8%$370.1K$356.3K-$13.8K2026-10-15
Sigma Planning Corp
NEW9,066—+9,066——$331.4K—2026-10-23
Prospera Financial Services Inc
DECREASED9,06250,349-41,287-82%$1.8M$318.0K-$1.4M2026-11-04
Dhjj Financial Advisors, Ltd.
INCREASED8,5707,899+671+8%$275.2K$313.2K+$38.0K2026-10-23
VestGen Advisors, LLC
UNCHANGED7,1877,18700%$250.4K$262.7K+$12.3K2026-10-27
Independent Financial Group, LLC
NEW7,156—+7,156——$261.6K—2026-10-13
Aurora Private Wealth, Inc.
DECREASED7,1447,264-120-2%$253.0K$261.0K+$8.0K2026-10-20
Noble Wealth Management PBC
DECREASED6,6937,453-760-10%$259.7K$244.6K-$15.0K2026-10-01
Kestra Private Wealth Services, LLC
UNCHANGED6,4056,40500%$223.2K$234.1K+$11.0K2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED5,7584,617+1,141+25%$160.9K$210.5K+$49.6K2026-10-29
Parallel Advisors, LLC
DECREASED4,7005,200-500-10%$181.2K$171.8K-$9.4K2026-11-03
Creative Financial Designs Inc
NEW4,112—+4,112——$150.3K—2026-11-04
CoreCap Advisors, LLC
DECREASED3,8423,933-91-2%$137.0K$140.4K+$3.4K2026-10-08
Albion Financial Group
UNCHANGED3,2003,20000%$111.5K$117.0K+$5.5K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED1,9461,954-80%$68.1K$71.1K+$3.0K2026-10-30
Fifth Third Bancorp
UNCHANGED1,8271,82700%$63.7K$66.8K+$3.1K2026-11-05
Farther Finance Advisors, LLC
DECREASED1,5253,125-1,600-51%$108.9K$55.7K-$53.1K2026-10-08
EverSource Wealth Advisors, LLC
NEW565—+565——$20.7K—2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED50050000%$17.4K$18.3K+$8552026-11-02
Buck Wealth Strategies, LLC
UNCHANGED40040000%$13.9K$14.6K+$6842026-10-28
Center for Financial Planning, Inc.
CLOSED017,965-17,965-100%$625.9K$0-$625.9K2026-10-26
NWF Advisory Services Inc.
CLOSED06,625-6,625-100%$230.8K$0-$230.8K2026-10-19
Redhawk Wealth Advisors, Inc.
CLOSED06,411-6,411-100%$223.4K$0-$223.4K2026-10-14
International Assets Investment Management, LLC
CLOSED0550-550-100%$19.1K$0-$19.1K2026-11-02
Cetera Investment Advisers
N/A—288,771-288,771-100%$10.1M———
Raymond James Financial Inc
N/A—253,978-253,978-100%$8.8M———
Osaic Holdings, Inc.
N/A—194,219-194,219-100%$6.8M———
Stephens Inc
N/A—116,410-116,410-100%$4.1M———
OneDigital Investment Advisors LLC
N/A—98,292-98,292-100%$3.4M———
Envestnet Asset Management Inc
N/A—90,273-90,273-100%$3.1M———
Susquehanna International Group, LLP
N/A—85,507-85,507-100%$3.0M———
Great Valley Advisor Group, Inc.
N/A—63,558-63,558-100%$2.2M———
Ameritas Advisory Services, LLC
N/A—62,132-62,132-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—56,449-56,449-100%$2.0M———
Janney Montgomery Scott LLC
N/A—51,944-51,944-100%$1.8M———
MML Investors Services, LLC
N/A—51,450-51,450-100%$1.8M———
Faithward Advisors, LLC
N/A—39,782-39,782-100%$1.4M———
Mariner, LLC
N/A—35,430-35,430-100%$1.2M———
HRT Financial LP
N/A—26,588-26,588-100%$926.0K———
Harbour Investments, Inc.
N/A—26,283-26,283-100%$915.7K———
1776 Wealth LLC
N/A—21,607-21,607-100%$752.8K———
Rockefeller Capital Management L.P.
N/A—21,400-21,400-100%$745.6K———
Harvest Investment Services, LLC
N/A—21,239-21,239-100%$740.0K———
Centaurus Financial, Inc.
N/A—19,118-19,118-100%$666.0K———
Thoroughbred Financial Services, LLC
N/A—18,846-18,846-100%$656.0K———
Silver OAK Securities, Incorporated
N/A—17,627-17,627-100%$614.1K———
Citadel Advisors LLC
N/A—17,498-17,498-100%$609.6K———
Octavia Wealth Advisors, LLC
N/A—16,251-16,251-100%$566.2K———
Jane Street Group, LLC
N/A—15,740-15,740-100%$548.4K———
World Investment Advisors
N/A—14,337-14,337-100%$499.5K———
AQR Capital Management LLC
N/A—14,042-14,042-100%$489.2K———
HighTower Advisors, LLC
N/A—12,610-12,610-100%$439.3K———
Mutual Advisors, LLC
N/A—12,476-12,476-100%$434.7K———
Coppell Advisory Solutions LLC
N/A—12,475-12,475-100%$582.4K———
Sanctuary Advisors, LLC
N/A—11,225-11,225-100%$391.1K———
Goldman Sachs Group Inc
N/A—10,817-10,817-100%$376.9K———
Sequent Planning LLC
N/A—10,611-10,611-100%$369.7K———
Beck Capital Management, LLC
N/A—10,526-10,526-100%$366.7K———
Fiduciary Financial Advisors
N/A—10,450-10,450-100%$364.0K———
NewEdge Advisors, LLC
N/A—9,491-9,491-100%$330.7K———
Waverly Advisors, LLC
N/A—9,184-9,184-100%$320.0K———
Summit Financial, LLC
N/A—8,907-8,907-100%$310.3K———
Hollencrest Capital Management
N/A—8,051-8,051-100%$280.5K———
Snowden Capital Advisors LLC
N/A—7,659-7,659-100%$266.8K———
Capital Analysts, LLC
N/A—6,696-6,696-100%$233.0K———
Kovack Advisors, Inc.
N/A—6,460-6,460-100%$224.3K———
Benson Wealth Management Inc
N/A—4,327-4,327-100%$150.8K———
Topsail Wealth Management, LLC
N/A—4,275-4,275-100%$148.9K———
AE Wealth Management LLC
N/A—3,220-3,220-100%$112.2K———
Global Retirement Partners, LLC
N/A—2,789-2,789-100%$97.2K———
Ameritas Investment Partners, Inc.
N/A—2,545-2,545-100%$88.7K———
Royal Bank of Canada
N/A—2,000-2,000-100%$70.0K———
Integrity Financial Corp
N/A—1,111-1,111-100%$38.7K———
IFG Advisory, LLC
N/A—624-624-100%$21.7K———
JPMorgan Chase & Co
N/A—609-609-100%$21.1K———
BFC Planning, Inc.
N/A—325-325-100%$11.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—325-325-100%$11.3K———
Strive Financial Group,LLC
N/A—93-93-100%$3.2K———
Smartleaf Asset Management LLC
N/A—7-7-100%$242———
Showing 111 of 111 institutions