FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q1 2026 (March 31)508holders +5
38new positions
32sold out
3famous investors
$33.79avg. 13F price*
At the end of Q1 2026, 508 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 5 from Q4 2025. 38 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($1.6B), Cetera Investment Advisers ($454.5M) and Commonwealth Equity Services, LLC ($334.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- FT Vest Lad Buffervetf-Usd I
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2026)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $65.0M |
| Exits | 32 | $54.8M |
All 13F filers, Q4 2025 → Q1 2026: 20,965,916 shares bought and 9,552,818 shares sold, net +11,413,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 508 holders
| LPL Financial LLC | 0.42% | Add +5.6% | 47,103,344 | $1.6B |
| Cetera Investment Advisers | 0.48% | Add +4.7% | 13,458,771 | $454.5M |
| Commonwealth Equity Services, LLC | 0.47% | Reduce -14.0% | 9,909,885 | $334.7M |
| Envestnet Asset Management Inc. | 0.08% | Add +28.5% | 8,887,386 | $300.1M |
| Osaic Holdings, Inc. | 0.38% | Add +7.4% | 7,718,941 | $260.7M |
| Raymond James Financial Inc. | 0.06% | Add +9.4% | 6,073,722 | $205.1M |
| Morgan Stanley | 0.01% | Add +58.8% | 5,487,830 | $185.3M |
| Cwm, LLC | 0.46% | Add +3.5% | 5,140,529 | $173.6M |
| Royal Bank of Canada | 0.03% | Reduce -1.5% | 4,727,143 | $159.6M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +0.8% | 3,289,880 | $111.1M |
| Private Advisor Group, LLC | 0.52% | Reduce -0.3% | 3,271,223 | $110.5M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -17.8% | 3,059,294 | $103.9M |
| Wells Fargo & Company | 0.02% | Add +131.1% | 3,011,441 | $101.7M |
| MML Investors Services, LLC | 0.28% | Reduce -17.2% | 3,002,233 | $101.4M |
| NewEdge Advisors, LLC | 0.36% | Add +6.5% | 2,927,297 | $98.9M |
| Harbour Investments, Inc. | 1.36% | Add +5.4% | 2,616,292 | $88.4M |
| Kestra Advisory Services, LLC | 0.32% | Reduce -22.2% | 2,506,065 | $84.6M |
| Howard Capital Management, LLC | 1.29% | Add +86.3% | 2,342,494 | $79.1M |
| Truist Financial Corp. | 0.10% | Add +1.9% | 2,158,531 | $72.9M |
| Kestra Private Wealth Services, LLC | 0.83% | Add +1.7% | 2,001,554 | $67.6M |
| Macro Advisors, Inc. | 27.80% | — | 1,993,551 | $67.3M |
| IHT Wealth Management, LLC | 1.31% | Reduce -0.8% | 1,666,914 | $56.3M |
| Aptus Capital Advisors, LLC | 0.46% | Add +0.9% | 1,613,612 | $54.5M |
| Gladstone Institutional Advisory LLC | 1.96% | Add +9.7% | 1,568,092 | $53.0M |
| Guardian Wealth Advisors, LLC / NC | 3.14% | Reduce -0.5% | 1,461,076 | $49.3M |
| NorthRock Partners, LLC | 0.78% | Add +19.8% | 1,429,232 | $48.3M |
| Independent Advisor Alliance | 0.46% | Add +19371.6% | 1,282,008 | $43.3M |
| Janney Montgomery Scott LLC | 0.11% | Add +17.1% | 1,280,580 | $43.2M |
| McKinney Capital Management, LLC | 35.99% | — | 1,240,917 | $41.9M |
| Integrated Wealth Concepts LLC | 0.33% | Add +16.2% | 1,229,258 | $41.5M |
| Equitable Holdings, Inc. | 0.24% | Add +8.7% | 1,091,040 | $37.4M |
| Tradition Wealth Management, LLC | 2.59% | Reduce -15.8% | 1,078,068 | $36.4M |
| Milestone Asset Management, LLC | 6.54% | Add +3.4% | 1,049,887 | $35.5M |
| Goldstone Financial Group, LLC | 3.77% | Reduce -3.7% | 1,029,244 | $34.8M |
| Hibernia Wealth Partners, LLC | 9.88% | Reduce -2.8% | 989,332 | $33.4M |
| Triad Wealth Partners, LLC | 2.52% | Reduce -9.7% | 943,338 | $31.9M |
| Mariner, LLC | 0.04% | Add +0.9% | 936,326 | $31.6M |
| Prosperity Consulting Group, LLC | 1.37% | Add +6.1% | 912,623 | $30.8M |
| Sound View Wealth Advisors Group, LLC | 2.03% | Reduce -1.3% | 883,125 | $29.8M |
| Brookstone Capital Management | 0.34% | Reduce -11.6% | 882,232 | $29.8M |
| CreativeOne Wealth, LLC | 0.69% | Add +4.0% | 874,769 | $29.5M |
| Independent Financial Group, LLC | 0.64% | Add +11.9% | 843,779 | $28.5M |
| Ausdal Financial Partners, Inc. | 1.19% | Add +7.4% | 784,849 | $26.5M |
| Prospera Financial Services Inc | 0.41% | Add +3.8% | 759,862 | $25.7M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -2.3% | 730,987 | $24.7M |
| StoneX Group Inc. | 1.33% | Reduce -4.6% | 729,003 | $24.6M |
| Ignite Planners, LLC | 3.66% | Add +0.5% | 701,672 | $23.7M |
| HBW Advisory Services LLC | 2.32% | Add +24.2% | 650,750 | $22.0M |
| Valtinson Bruner Financial Planning LLC | 5.77% | Add +8.4% | 622,088 | $21.0M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +16.6% | 606,620 | $20.5M |
| Jane Street Group, LLC | 0.02% | New | 603,047 | $20.4M |
| RFG Advisory, LLC | 0.37% | Reduce -17.1% | 600,657 | $20.3M |
| Holos Integrated Wealth LLC | 10.09% | Reduce -0.9% | 585,255 | $19.9M |
| VestGen Advisors, LLC | 0.56% | Reduce -6.9% | 552,796 | $19.9M |
| HighTower Advisors, LLC | 0.02% | Add +27.9% | 582,180 | $19.7M |
| Flagship Harbor Advisors, LLC | 0.82% | Add +4.5% | 552,911 | $18.7M |
| Prime Capital Investment Advisors, LLC | 0.21% | Add +1784.9% | 547,760 | $18.5M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +7.0% | 513,571 | $17.3M |
| Cooper Financial Group | 1.74% | Add +5.6% | 508,888 | $17.2M |
| Foundations Investment Advisors, LLC | 0.21% | Add +115.3% | 496,290 | $16.8M |
| Solano Wealth Investment Advisors LLC | 8.33% | Add +1.3% | 495,059 | $16.7M |
| Symphony Financial Services, Inc. | 8.52% | Add +5.5% | 491,555 | $16.6M |
| IMG Wealth Management, Inc. | 10.56% | Add +2.2% | 490,399 | $16.6M |
| PSI Advisors, LLC | 3.93% | Reduce -13.8% | 481,155 | $16.2M |
| Centennial Wealth Advisory LLC | 3.93% | Reduce -2.9% | 481,010 | $16.2M |
| Tidemark, LLC | 4.07% | Add +66.0% | 474,516 | $16.0M |
| Oppenheimer & Co. Inc. | 0.19% | Reduce -23.9% | 473,643 | $16.0M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -4.1% | 447,505 | $15.1M |
| Gateway Wealth Partners, LLC | 0.58% | Add +100.0% | 437,526 | $14.8M |
| Koshinski Asset Management, Inc. | 0.91% | Add +37.0% | 431,922 | $14.6M |
| Hobart Private Capital, LLC | 2.83% | Reduce -1.6% | 425,894 | $14.4M |
| Cooper Capital Advisors LLC | 9.93% | Add +1.4% | 420,276 | $14.2M |
| Strategic Blueprint, LLC | 0.82% | Add +1.7% | 417,291 | $14.1M |
| Arkadios Wealth Advisors | 0.23% | Add +99.3% | 415,315 | $14.0M |
| Goldenstone Wealth Management LLC | 10.14% | Add +8.8% | 412,747 | $13.9M |
| Key Financial Inc | 2.47% | Reduce -0.3% | 410,356 | $13.9M |
| Capasso Planning Partners LLC | 7.39% | Add +11.5% | 405,423 | $13.7M |
| World Investment Advisors | 0.22% | Add +7.3% | 403,650 | $13.6M |
| Keystone Financial Group | 0.93% | Add +5.9% | 401,470 | $13.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.3% | 399,356 | $13.5M |
| Meridian Wealth Management, LLC | 0.47% | Add +2.2% | 392,738 | $13.3M |
| Kovack Advisors, Inc. | 0.71% | Add +0.8% | 388,961 | $13.2M |
| SageGuard Financial Group, LLC | 2.00% | Reduce -16.1% | 381,944 | $12.9M |
| WealthPlan Investment Management, LLC | 0.71% | Reduce -32.1% | 378,290 | $12.8M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -1.9% | 374,635 | $12.7M |
| Uniting Wealth Partners, LLC | 2.68% | New | 372,152 | $12.6M |
| Pallas Capital Advisors LLC | 0.47% | Reduce -6.1% | 370,653 | $12.5M |
| Money Concepts Capital Corp. | 0.68% | Add +2.5% | 365,973 | $12.4M |
| Tower Wealth Partners, Inc. | 6.71% | Add +1.5% | 359,485 | $12.1M |
| Sigma Planning Corp | 0.33% | Reduce -6.0% | 349,728 | $11.8M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -9.9% | 347,560 | $11.7M |
| WCG Wealth Advisors LLC | 0.33% | Add +6.0% | 345,296 | $11.7M |
| HighPoint Advisor Group LLC | 0.49% | Add +12.2% | 343,501 | $11.6M |
| Benjamin Edwards Inc. | 0.11% | Add +0.9% | 340,439 | $11.5M |
| WealthPLAN Partners, LLC | 2.19% | Reduce -18.1% | 335,657 | $11.3M |
| AE Wealth Management LLC | 0.06% | Add +13.6% | 331,898 | $11.2M |
| Geneos Wealth Management Inc. | 0.25% | Reduce -14.3% | 324,155 | $10.9M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +16.4% | 316,548 | $10.7M |
| Regal Investment Advisors LLC | 0.62% | Add +6.4% | 315,475 | $10.7M |
| Creative Financial Designs Inc. | 0.64% | Add +89.1% | 313,972 | $10.6M |
| Triton Wealth Management, PLLC | 3.83% | Reduce -5.3% | 303,520 | $10.3M |
| Solitude Financial Services | 3.00% | Add +5.2% | 288,004 | $10.1M |
| Frederick Financial Consultants, LLC | 5.04% | Add +1.3% | 300,188 | $10.1M |
| Financial Network Wealth Advisors LLC | 10.26% | Reduce -0.8% | 296,963 | $10.0M |
| WealthCare Investment Partners, LLC | 2.66% | Reduce -1.1% | 282,571 | $9.6M |
| Western Wealth Management, LLC | 0.36% | Add +46.4% | 279,914 | $9.5M |
| PMG Wealth Management, Inc. | 6.71% | Add +3.2% | 275,552 | $9.3M |
| Capital Investment Advisory Services, LLC | 0.67% | Add +11.2% | 271,958 | $9.2M |
| Advisory Services Network, LLC | 0.12% | Add +1012.7% | 265,486 | $9.0M |
| Twin Peaks Wealth Advisors, LLC | 2.25% | Add +4.3% | 264,029 | $8.9M |
| Seros Financial, LLC | 5.59% | Add +31.5% | 260,144 | $8.8M |
| Ssi Investment Management LLC | 0.72% | Reduce -10.9% | 257,552 | $8.7M |
| Golden State Wealth Management, LLC | 0.95% | Reduce -2.4% | 256,521 | $8.7M |
| Opus Financial Solutions LLC | 8.09% | Add +4.9% | 254,351 | $8.6M |
| Madrona Financial Services, LLC | 1.81% | Add +15.4% | 245,078 | $8.3M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +14.6% | 241,917 | $8.2M |
| Gerald Baker Financial Group LLC | 2.58% | — | 241,576 | $8.2M |
| Jacobi Capital Management LLC | 0.45% | Add +13.1% | 241,086 | $8.1M |
| Principal Securities, Inc. | 0.12% | Add +10.9% | 239,679 | $8.1M |
| Financial Futures Ltd Liability Co. | 3.54% | Add +1.7% | 238,861 | $8.1M |
| Stewardship Concepts Financial Services LLC | 6.13% | Add +4.1% | 231,696 | $7.8M |
| FreeGulliver LLC | 3.29% | Add +0.2% | 230,829 | $7.8M |
| Old Mission Capital LLC | 0.18% | New | 230,081 | $7.8M |
| Chris Bulman Inc | 3.39% | Add +1.6% | 229,098 | $7.7M |
| Arax Advisory Partners | 0.22% | Add +10.6% | 228,761 | $7.7M |
| PCG Wealth Advisors, LLC | 1.92% | Add +13.7% | 225,340 | $7.6M |
| Sun Financial Inc | 3.73% | Add +5.8% | 205,629 | $7.4M |
| Family Capital Management, Inc. | 3.26% | Reduce -1.3% | 217,264 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -0.1% | 212,358 | $7.2M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -5.1% | 201,207 | $6.8M |
| Iams Wealth Management, LLC | 2.37% | Add +24.5% | 201,100 | $6.8M |
| RiverTree Advisors, LLC | 4.16% | Reduce -1.6% | 194,417 | $6.6M |
| Three Cord True Wealth Management, LLC | 3.63% | Add +6.9% | 193,221 | $6.5M |
| Centaurus Financial, Inc. | 0.30% | Reduce -35.6% | 186,950 | $6.3M |
| Merit Financial Group, LLC | 0.05% | Add +1.2% | 186,046 | $6.3M |
| KPP Advisory Services LLC | 0.91% | Add +13.3% | 185,744 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.20% | New | 185,425 | $6.3M |
| Rubicon Advisors, GP | 5.58% | Add +27.8% | 184,719 | $6.2M |
| Legacy Wealth Managment, LLC | 3.02% | Add +7.6% | 179,513 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | Add +18.6% | 182,666 | $6.1M |
| HFG Wealth Management, LLC | 3.24% | Add +3.0% | 174,174 | $5.9M |
| Core Wealth Advisors, Inc. | 1.38% | Add +20.1% | 171,415 | $5.8M |
| FOCUS Wealth Advisors, LLC | 2.83% | Reduce -4.8% | 171,232 | $5.8M |
| Traction Financial Partners, LLC | 3.55% | Add +1946.9% | 170,940 | $5.8M |
| SCS Capital Management LLC | 0.06% | Reduce -11.0% | 167,281 | $5.6M |
| Maridea Wealth Management LLC | 0.82% | Add +4.3% | 167,277 | $5.6M |
| Atria Investments, Inc | 0.06% | Reduce -22.7% | 167,138 | $5.6M |
| Ergawealth Advisors, Inc. | 2.48% | Reduce -0.9% | 166,046 | $5.6M |
| Wealth Watch Advisors, INC | 2.35% | Reduce -4.3% | 165,701 | $5.6M |
| Pine Valley Investments Ltd Liability Co | 0.27% | Add +0.3% | 165,330 | $5.6M |
| Split Rock Private Trading & Wealth Management, LLC | 4.24% | Add +3.3% | 162,108 | $5.5M |
| Wedbush Securities Inc. | 0.16% | Add +8.2% | 160,301 | $5.4M |
| Snowden Capital Advisors LLC | 0.14% | Add +41.9% | 159,034 | $5.4M |
| IFP Advisors, Inc | 0.11% | Add +32.4% | 155,330 | $5.2M |
| Advisor Resource Council | 2.02% | Reduce -7.8% | 151,609 | $5.1M |
| Concorde Asset Management, LLC | 2.49% | Reduce -21.0% | 150,664 | $5.1M |
| Gallagher Fiduciary Advisors, LLC | 0.20% | Add +2.1% | 149,511 | $5.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +1.7% | 146,424 | $5.0M |
| Stonebridge Financial Planning Group, LLC | 1.81% | Add +9.8% | 146,163 | $4.9M |
| Andina Capital Management, LLC | 4.42% | Reduce -18.7% | 145,962 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.30% | Reduce -3.0% | 145,515 | $4.9M |
| Miramontes Capital, LLC | 1.70% | Reduce -0.8% | 145,493 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -0.6% | 144,068 | $4.9M |
| Bigelow Investment Advisors, LLC | 1.95% | Reduce -12.2% | 143,986 | $4.9M |
| Integrated Advisors Network LLC | 0.25% | Reduce -26.4% | 141,209 | $4.8M |
| Hilton Head Capital Partners, LLC | 2.67% | Add +5.0% | 140,427 | $4.7M |
| Cambridge Advisors Inc. | 0.91% | Reduce -1.1% | 139,502 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +1630.3% | 132,073 | $4.5M |
| Ankerstar Wealth, LLC | 4.58% | Reduce -1.7% | 128,432 | $4.3M |
| Financial Guidance Group, Inc. | 1.73% | Add +0.7% | 127,316 | $4.3M |
| Keystone Wealth Services, LLC | 0.91% | New | 126,565 | $4.3M |
| World Equity Group, Inc. | 1.09% | Add +0.9% | 124,732 | $4.2M |
| Creative Planning | 0.00% | Reduce -4.0% | 123,599 | $4.2M |
| Central Pacific Bank - Trust Division | 0.55% | Reduce -6.6% | 123,290 | $4.2M |
| Strategic Financial Concepts, LLC | 1.00% | Add +96.4% | 120,317 | $4.1M |
| Onyx Bridge Wealth Group LLC | 0.43% | Add +1.1% | 119,597 | $4.0M |
| Ameritas Advisory Services, LLC | 0.15% | Add +8.0% | 117,388 | $4.0M |
| Savant Capital, LLC | 0.02% | Reduce -11.9% | 116,747 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +236.9% | 116,680 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +1.2% | 116,142 | $3.9M |
| Wiser Advisor Group LLC | 4.74% | Add +123.9% | 116,116 | $3.9M |
| Tsfg, LLC | 0.59% | Add +1.1% | 114,884 | $3.9M |
| Noble Wealth Management PBC | 1.98% | Reduce -8.9% | 114,459 | $3.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +5.4% | 113,388 | $3.8M |
| First Heartland Consultants, Inc. | 0.29% | Reduce -0.4% | 112,348 | $3.8M |
| Simplicity Wealth,LLC | 0.21% | Add +10.5% | 109,417 | $3.7M |
| Five Pine Wealth Management | 2.29% | Reduce -2.5% | 109,357 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Add +2.5% | 107,564 | $3.6M |
| NWF Advisory Services Inc. | 0.40% | Reduce -5.9% | 104,400 | $3.5M |
| Novem Group | 0.40% | Add +107.2% | 103,238 | $3.5M |
| HBK Sorce Advisory LLC | 0.07% | Add +7.5% | 96,240 | $3.5M |
| Trilogy Capital Inc. | 0.15% | Add +8.7% | 101,351 | $3.4M |
| Summit Financial, LLC | 0.04% | Add +0.1% | 101,219 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Add +17.0% | 98,922 | $3.3M |
| Perennial Investment Advisors, LLC | 0.27% | Add +2.8% | 98,500 | $3.3M |
| Harvest Investment Services, LLC | 0.60% | Reduce -6.8% | 96,720 | $3.3M |
| SLT Holdings LLC | 2.20% | Reduce -12.6% | 92,071 | $3.1M |
| Amplius Wealth Advisors, LLC | 0.26% | Reduce -19.7% | 91,847 | $3.1M |
| Calton & Associates, Inc. | 0.44% | Reduce -9.6% | 91,498 | $3.1M |
| Per Stirling Capital Management, LLC. | 0.34% | New | 91,376 | $3.1M |
| Trail Ridge Investment Advisors, LLC | 1.34% | Add +5.1% | 91,202 | $3.1M |
| International Assets Investment Management, LLC | 0.21% | Reduce -11.9% | 89,893 | $3.1M |
| Acorn Wealth Advisors, LLC | 0.89% | Reduce -12.8% | 90,246 | $3.0M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -62.6% | 89,414 | $3.0M |
| Prism Advisors, Inc. | 0.80% | Reduce -1.0% | 89,013 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -3.3% | 88,715 | $3.0M |
| Falcon Wealth Planning | 0.20% | Add +6.7% | 88,297 | $3.0M |
| BridgePort Financial Solutions, LLC | 0.82% | Add +0.2% | 85,887 | $2.9M |
| Nvest Financial, LLC | 1.08% | Reduce -2.5% | 85,880 | $2.9M |
| Integrity Alliance, Llc. | 0.11% | Reduce -4.6% | 85,673 | $2.9M |
| Boyum Wealth Architects LLC | 1.14% | Reduce -6.7% | 76,219 | $2.7M |
| Private Trust Co. NA | 0.24% | Add +12.2% | 77,055 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -19.3% | 78,433 | $2.6M |
| Silver Oak Securities, Incorporated | 0.19% | Add +66.5% | 78,431 | $2.6M |
| Perissos Private Wealth Management, LLC | 2.26% | Add +0.9% | 77,131 | $2.6M |
| Glen Eagle Advisors, LLC | 0.36% | Reduce -1.6% | 75,434 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -40.6% | 74,120 | $2.5M |
| Center for Financial Planning, Inc. | 0.26% | Reduce -4.2% | 74,114 | $2.5M |
| Capital Analysts, LLC | 0.06% | Add +24.9% | 72,162 | $2.4M |
| Cary Street Partners Financial LLC | 0.06% | Add +605.3% | 70,759 | $2.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.16% | No change | 70,745 | $2.4M |
| Southland Equity Partners LLC | 0.46% | Add +584.1% | 69,813 | $2.4M |
| Maia Wealth LLC | 0.40% | Reduce -1.7% | 69,302 | $2.3M |
| Ipsen Advisor Group LLC | 1.59% | Add +20.9% | 67,364 | $2.3M |
| Integrity Financial Corp | 1.12% | Add +7.7% | 66,654 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +14.0% | 65,521 | $2.2M |
| Navalign, LLC | 0.56% | Reduce -49.8% | 65,359 | $2.2M |
| Bison Wealth, LLC | 0.21% | Reduce -2.2% | 60,650 | $2.2M |
| Secured Retirement Advisors, LLC | 1.23% | Reduce -1.6% | 64,547 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.8% | 64,305 | $2.2M |
| Asset Allocation Strategies LLC | 0.38% | Add +17.9% | 63,387 | $2.1M |
| SHP Wealth Management | 0.16% | Reduce -7.6% | 63,281 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -1.2% | 63,256 | $2.1M |
| AQR Capital Management | 0.00% | Reduce -17.2% | 62,953 | $2.1M |
| Compass Financial Services Inc | 0.92% | Add +62750.0% | 62,850 | $2.1M |
| CoreCap Advisors, LLC | 0.07% | Reduce -9.1% | 62,014 | $2.1M |
| MAI Capital Management | 0.01% | Reduce -2.0% | 62,013 | $2.1M |
| Breakthru Advisory Services, LLC | 3.35% | Reduce -43.5% | 61,838 | $2.1M |
| Chicago Partners Investment Group LLC | 0.05% | Add +586.5% | 57,655 | $2.0M |
| Diversify Wealth Management, LLC | 0.04% | New | 56,138 | $2.0M |
| Benson Wealth Management INC | 2.68% | Add +81.4% | 58,004 | $2.0M |
| PKS Advisory Services, LLC | 0.45% | Add +0.1% | 57,785 | $2.0M |
| Accel Wealth Management | 0.51% | Add +789.6% | 57,387 | $1.9M |
| Wolff Wiese Magana LLC | 1.04% | Add +30.9% | 55,685 | $1.9M |
| Richard W. Paul & Associates, LLC | 0.62% | Add +1.4% | 54,435 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | New | 53,770 | $1.8M |
| Sovran Advisors, LLC | 0.14% | Add +1.6% | 50,163 | $1.8M |
| Apollon Financial, LLC | 0.25% | Add +5.6% | 52,375 | $1.8M |
| Titleist Asset Management, LLC | 0.13% | Add +23.7% | 51,663 | $1.7M |
| Precedent Wealth Partners, LLC | 0.35% | Add +4.1% | 51,474 | $1.7M |
| Maripau Wealth Management LLC | 0.76% | Add +31.5% | 51,083 | $1.7M |
| AlphaStar Capital Management, LLC | 0.13% | Add +526.1% | 50,918 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +6.1% | 50,288 | $1.7M |
| Prostatis Group LLC | 0.43% | Reduce -8.9% | 50,151 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +4.9% | 49,843 | $1.7M |
| TrueWealth Advisors, LLC | 0.41% | No change | 48,188 | $1.6M |
| Bank of Montreal | 0.00% | Add +0.2% | 48,122 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +4.1% | 48,058 | $1.6M |
| Independent Wealth Network Inc. | 0.48% | Add +3.4% | 47,911 | $1.6M |
| Legacy Edge Advisors, LLC | 0.17% | Add +11.4% | 47,735 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +2.7% | 47,273 | $1.6M |
| Sunbelt Securities, Inc. | 0.10% | Add +62.1% | 46,708 | $1.6M |
| Blue Bell Private Wealth Management, LLC | 0.23% | Add +8.8% | 46,671 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -17.5% | 46,541 | $1.6M |
| Everest Financial Group LLC | 0.25% | Add +140.3% | 45,692 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.51% | Reduce -4.7% | 45,374 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 45,160 | $1.5M |
| Element Wealth, LLC | 0.62% | Add +41.2% | 44,418 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.16% | Reduce -1.9% | 44,233 | $1.5M |
| Tempo Wealth, LLC | 0.26% | Reduce -16.4% | 43,562 | $1.5M |
| Luken Investment Analytics, LLC | 0.56% | Add +9.8% | 43,305 | $1.5M |
| Larson Financial Group LLC | 0.05% | Add +3.5% | 43,213 | $1.5M |
| Ascentis Independent Advisors | 0.11% | Add +115.3% | 42,923 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.03% | Add +1.1% | 42,744 | $1.4M |
| Fortress Private Ledger, LLC | 0.45% | Add +468.9% | 42,627 | $1.4M |
| Moors & Cabot, Inc. | 0.06% | Reduce -15.5% | 42,601 | $1.4M |
| Purus Wealth Management, LLC | 0.45% | Reduce -17.8% | 42,145 | $1.4M |
| Balboa Wealth Partners | 0.24% | Reduce -2.0% | 42,049 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -5.3% | 41,977 | $1.4M |
| TCFG Wealth Management, LLC | 0.53% | Reduce -2.0% | 41,722 | $1.4M |
| TCFG Investment Advisors, LLC | 0.53% | — | 41,722 | $1.4M |
| Forge Financial Services LLC | 0.14% | Add +1.6% | 41,107 | $1.4M |
| Clark Wealth Partners | 0.93% | Reduce -26.6% | 41,096 | $1.4M |
| Leo Wealth, LLC | 0.10% | Add +49.9% | 40,343 | $1.4M |
| Ameriflex Group, Inc. | 0.68% | Add +32.3% | 39,697 | $1.3M |
| TopTier Wealth Management, LLC | 0.82% | Reduce -3.1% | 39,668 | $1.3M |
| Lighthouse Wealth Management Inc. | 0.91% | Add +10.9% | 39,558 | $1.3M |
| Brooklyn Investment Group | 0.04% | Reduce -25.6% | 39,286 | $1.3M |
| N.E.W. Advisory Services LLC | 0.10% | Reduce -71.2% | 39,126 | $1.3M |
| Riverbend Wealth Management, LLC | 0.82% | Add +3.6% | 39,077 | $1.3M |
| LVZ, Inc. | 0.15% | Add +39.1% | 39,051 | $1.3M |
| Verus Capital Partners, LLC | 0.09% | Reduce -2.7% | 38,936 | $1.3M |
| Heritage Wealth Management, Inc. | 0.65% | Add +2.4% | 38,884 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +112.4% | 38,698 | $1.3M |
| Elevation Wealth Management LLC | 1.19% | Add +8.7% | 38,494 | $1.3M |
| Wagner Wealth Management, LLC | 0.26% | No change | 38,063 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.64% | Add +8.0% | 37,599 | $1.3M |
| Claris Financial LLC | 0.69% | Add +7.4% | 37,456 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.18% | Reduce -0.5% | 37,219 | $1.3M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -48.8% | 36,969 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +0.4% | 35,980 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 35,343 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -46.4% | 35,251 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +14.4% | 35,087 | $1.2M |
| Mach-1 Financial Group, LLC | 0.41% | Add +0.5% | 34,391 | $1.2M |
| Inspire Advisors, LLC | 0.09% | Add +112.5% | 34,228 | $1.2M |
| Optivise Advisory Services LLC | 0.70% | Reduce -57.9% | 34,070 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.79% | Add +0.4% | 34,033 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Add +9.5% | 34,014 | $1.1M |
| Richmond Investment Services, LLC | 0.18% | Add +65.7% | 33,858 | $1.1M |
| Whipplewood Advisors, LLC | 0.59% | Add +0.3% | 33,750 | $1.1M |
| OneAscent Financial Services LLC | 0.06% | Add +8.6% | 33,636 | $1.1M |
| Magnolia Capital Advisors LLC | 0.22% | Reduce -38.6% | 33,518 | $1.1M |
| Echo Wealth Management, LLC | 0.64% | Add +23.9% | 32,808 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +265.2% | 32,698 | $1.1M |
| Castleview Partners, LLC | 0.57% | Add +88.1% | 32,663 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.44% | Reduce -0.2% | 32,518 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.34% | Add +3.3% | 32,424 | $1.1M |
| Synergy Financial Group, LTD | 0.82% | Add +1.7% | 32,372 | $1.1M |
| Uptick Partners, LLC | 0.22% | Add +51.8% | 32,256 | $1.1M |
| PFG Advisors | 0.05% | Reduce -19.6% | 32,255 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +8.6% | 32,066 | $1.1M |
| Nwam LLC | 0.06% | Add +3.2% | 31,567 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 30,336 | $1.0M |
| Lanark Financial, Inc. | 0.08% | Reduce -5.7% | 30,005 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Add +203.5% | 28,325 | $957K |
| Wealth Group Ltd | 0.21% | Add +12.4% | 27,467 | $928K |
| Belpointe Asset Management LLC | 0.03% | Add +62.3% | 27,400 | $925K |
| Ancora Advisors LLC | 0.02% | Add +0.7% | 27,189 | $918K |
| Claro Advisors Inc. | 0.11% | Reduce -4.9% | 26,609 | $899K |
| Worth Asset Management, LLC | 0.33% | Add +3.4% | 26,452 | $893K |
| Private Advisory Group LLC | 0.06% | Reduce -21.7% | 25,919 | $875K |
| First Trust Advisors LP | 0.00% | Reduce -13.4% | 25,791 | $871K |
| Alliance Wealth Advisors, LLC | 0.41% | No change | 25,604 | $865K |
| Kirkwood Financial Services | 0.31% | Reduce -92.3% | 25,539 | $862K |
| FSB Premier Wealth Management, Inc. | 0.27% | Add +20.3% | 25,444 | $859K |
| American Institute for Advanced Investment Management, LLP | 0.55% | Reduce -2.3% | 25,185 | $850K |
| Tucker Asset Management LLC | 0.25% | Reduce -54.7% | 24,997 | $844K |
| Level Four Advisory Services, LLC | 0.03% | Add +74.8% | 24,940 | $842K |
| Encompass More Asset Management | 0.14% | Reduce -86.7% | 24,662 | $833K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -9.1% | 24,531 | $828K |
| Paragon Private Wealth Management, LLC | 0.26% | Reduce -0.8% | 24,511 | $828K |
| Purewater Capital LLC | 0.78% | — | 24,212 | $818K |
| Founders Financial Securities LLC | 0.05% | Add +29.0% | 23,473 | $815K |
| Drake & Associates, LLC | 0.15% | Reduce -2.2% | 23,937 | $808K |
| FSA Advisors, Inc. | 0.53% | Reduce -33.1% | 23,737 | $802K |
| Cascade Investment Group, Inc. | 0.51% | Add +12.8% | 23,100 | $780K |
| Synergy Investment Management, LLC | 0.25% | Reduce -2.4% | 22,854 | $772K |
| Sonoma Private Wealth LLC | 0.93% | Reduce -31.1% | 22,334 | $754K |
| Sowell Financial Services LLC | 0.03% | Reduce -6.2% | 22,262 | $752K |
| Adamsbrown Wealth Consultants LLC | 0.20% | Add +22.4% | 22,178 | $749K |
| Renaissance Technologies | 0.00% | New | 22,100 | $746K |
| Axis Wealth Partners, LLC | 0.40% | Add +7.5% | 22,044 | $744K |
| Michels Family Financial, LLC | 0.53% | No change | 21,900 | $740K |
| HB Wealth Management, LLC | 0.00% | No change | 21,125 | $713K |
| &partners | 0.00% | Add +14.0% | 20,945 | $707K |
| Savvy Advisors, Inc. | 0.02% | Add +9.4% | 20,908 | $706K |
| Advisory Resource Group | 0.12% | Add +50.6% | 20,845 | $704K |
| EdgeRock Capital LLC | 0.19% | No change | 20,510 | $693K |
| Concentrum Wealth Management | 0.20% | Reduce -5.8% | 19,949 | $674K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.30% | Add +142.0% | 19,857 | $671K |
| Assetmark, Inc. | 0.00% | Add +4.0% | 19,842 | $670K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.5% | 19,627 | $663K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -84.0% | 19,970 | $662K |
| Spire Wealth Management | 0.02% | Add +0.2% | 19,586 | $661K |
| Waverly Advisors, LLC | 0.00% | Add +3.8% | 19,485 | $658K |
| Journey Strategic Wealth LLC | 0.02% | Add +3.6% | 19,195 | $648K |
| Equity Wealth Partners, LLC | 0.40% | Add +0.2% | 18,453 | $623K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +21.1% | 18,307 | $618K |
| ABLE Financial Group, LLC | 0.12% | Reduce -10.1% | 17,801 | $601K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -0.0% | 17,758 | $600K |
| MBL Wealth, LLC | 0.04% | No change | 17,000 | $574K |
| M Holdings Securities, Inc. | 0.04% | No change | 17,000 | $574K |
| Parallel Advisors, LLC | 0.01% | Add +546.4% | 16,800 | $567K |
| Nicholson Wealth Management Group, LLC | 0.33% | Reduce -2.0% | 16,608 | $561K |
| Winebrenner Capital Management LLC | 0.36% | Add +3.1% | 16,562 | $559K |
| Signature Equity Partners, LLC | 0.30% | Add +25.9% | 16,526 | $558K |
| Jones Financial Companies LLLP | 0.00% | Add +1679.0% | 16,580 | $550K |
| Spartan Wealth Advisory Services LLC | 0.05% | — | 16,235 | $548K |
| Allworth Financial LP | 0.00% | Reduce -5.7% | 16,080 | $543K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 16,048 | $542K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -3.1% | 15,509 | $524K |
| Clarus Group, Inc. | 0.19% | No change | 15,505 | $524K |
| Fifth Third Bancorp | 0.00% | Add +2359.3% | 15,469 | $522K |
| Flagstar Securities, Inc. | 0.19% | Reduce -3.2% | 15,259 | $515K |
| Murphy & Mullick Capital Management Corp | 0.38% | Add +30.3% | 15,050 | $508K |
| Tortuga Wealth Management, Inc | 0.47% | No change | 15,033 | $508K |
| Arlington Capital Management, Inc. | 0.29% | New | 14,977 | $506K |
| Keudell/Morrison Wealth Management | 0.10% | Reduce -20.6% | 14,879 | $502K |
| Gilliland Jeter Wealth Management LLC | 0.15% | No change | 14,792 | $500K |
| Vista Cima Wealth Management LLC | 0.49% | No change | 14,623 | $494K |
| Lifeworks Advisors, LLC | 0.06% | No change | 14,163 | $478K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 13,680 | $462K |
| Winnacle Wealth LLC | 0.35% | New | 13,608 | $460K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +3.3% | 13,555 | $457K |
| McDonald Partners LLC | 0.11% | Add +35.0% | 13,500 | $456K |
| Atlas Private Wealth Advisors | 0.10% | No change | 13,028 | $440K |
| Legacy Solutions, LLC | 0.41% | Add +6.7% | 12,993 | $439K |
| Ewa, LLC | 0.10% | No change | 12,898 | $436K |
| HCR Wealth Advisors | 0.04% | Add +8.1% | 12,699 | $429K |
| SimpliFi, Inc. | 0.17% | No change | 12,341 | $417K |
| RPS Advisory Solutions LLC | 0.24% | Reduce -1.6% | 12,289 | $415K |
| Kilter Group LLC | 0.18% | Add +11.7% | 12,089 | $408K |
| LFG Wealth Partners, LLC | 0.24% | New | 11,724 | $396K |
| Kingsbury Capital Investment Advisors LLC | 0.37% | — | 11,605 | $392K |
| Fermata Advisors, LLC | 0.09% | Add +0.4% | 11,528 | $389K |
| Runnymede Capital Advisors, Inc. | 0.33% | New | 11,347 | $383K |
| May Hill Capital, LLC | 0.10% | Add +34.6% | 11,249 | $380K |
| Ashton Thomas Securities, LLC | 0.05% | Add +5571.0% | 10,945 | $370K |
| Smith, Moore & Co. | 0.03% | Reduce -0.8% | 10,794 | $365K |
| WESPAC Advisors SoCal, LLC | 0.08% | Add +60.4% | 10,569 | $357K |
| Brookwood Investment Group LLC | 0.05% | Reduce -6.0% | 10,521 | $355K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +4.4% | 10,267 | $347K |
| Armstrong, Fleming & Moore, Inc | 0.15% | Reduce -4.1% | 10,137 | $342K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 10,061 | $340K |
| Carnegie Investment Counsel | 0.01% | No change | 9,939 | $336K |
| Signal Advisors Wealth, LLC | 0.02% | Add +23.0% | 9,794 | $331K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | Reduce -50.0% | 9,706 | $328K |
| Canal Capital Management, LLC | 0.04% | No change | 9,668 | $326K |
| Advisory Alpha, LLC | 0.01% | New | 9,602 | $324K |
| Alerus Financial NA | 0.02% | New | 9,548 | $322K |
| Gaddis Premier Wealth Advisors LLC | 0.24% | No change | 9,488 | $320K |
| Columbia Advisory Partners LLC | 0.20% | Reduce -26.1% | 9,486 | $320K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -7.8% | 13,343 | $313K |
| Global Assets Advisory, LLC | 0.09% | Add +38.6% | 9,137 | $309K |
| Wealth Management Associates, Inc. | 0.11% | New | 9,062 | $306K |
| RDA Financial Network | 0.08% | Reduce -8.1% | 9,034 | $305K |
| Pursue Wealth Partners LLC | 0.18% | No change | 8,970 | $303K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 8,850 | $299K |
| Gotham Asset Management | 0.00% | Add +6.5% | 8,788 | $297K |
| Henderson Brothers Financial Partners, LLC | 0.08% | — | 8,782 | $297K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -1.5% | 8,935 | $296K |
| LifeWealth Investments, LLC | 0.09% | Reduce -2.1% | 8,702 | $294K |
| Two Sigma Securities, LLC | 0.03% | Reduce -10.5% | 8,663 | $293K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $292K |
| Catalina Capital Group, LLC | 0.18% | Add +7.5% | 8,615 | $291K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -0.6% | 7,733 | $282K |
| GDS Wealth Management | 0.02% | New | 8,175 | $276K |
| Lifestyle Asset Management, Inc. | 0.09% | Reduce -97.5% | 8,171 | $276K |
| GSG Advisors LLC | 0.07% | No change | 8,146 | $275K |
| Leigh Baldwin & Co., LLC | 0.18% | Add +2.1% | 8,052 | $272K |
| Victory Financial Group, LLC | 0.03% | New | 7,992 | $270K |
| Navis Wealth Advisors, LLC | 0.14% | Add +30.3% | 7,904 | $267K |
| TKG Advisors, LLC | 0.11% | No change | 7,792 | $263K |
| Fortis Capital Advisors, LLC | 0.03% | New | 7,602 | $257K |
| Retirement Management Systems Inc. | 0.06% | Reduce -40.7% | 7,435 | $251K |
| Prosperity Financial Group, Inc. | 0.09% | Reduce -2.0% | 7,341 | $248K |
| Rossby Financial, LCC | 0.05% | Add +53.7% | 7,248 | $246K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +84.2% | 7,216 | $244K |
| MTM Investment Management, LLC | 0.08% | Add +138.3% | 7,150 | $241K |
| Carter Financial, LLC | 0.21% | No change | 7,017 | $237K |
| Fearless Solutions, LLC dba Best Invest | 0.14% | No change | 6,850 | $231K |
| Accurate Wealth Management, LLC | 0.03% | Add +0.1% | 6,497 | $226K |
| Virtus Wealth Solutions LLC | 0.04% | No change | 6,594 | $223K |
| Citizens Financial Group Inc. | 0.00% | New | 6,460 | $218K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 6,382 | $216K |
| Gibbs Wealth Management | 0.03% | New | 6,376 | $215K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 6,000 | $213K |
| Confluence Wealth Services, Inc. | 0.01% | New | 6,284 | $212K |
| Aurora Private Wealth, Inc. | 0.15% | No change | 6,034 | $207K |
| Sequent Planning LLC | 0.05% | Reduce -30.4% | 6,122 | $207K |
| IFG Advisory, LLC | 0.59% | Reduce -98.8% | 6,100 | $206K |
| Private Client Services, LLC | 0.06% | New | 6,093 | $206K |
| Well Done, LLC | 0.03% | No change | 6,000 | $203K |
| National Wealth Management Group, LLC | 0.08% | Reduce -15.8% | 5,991 | $202K |
| Bravera Wealth | 0.08% | No change | 5,175 | $175K |
| Bokf, NA | 0.00% | No change | 5,000 | $169K |
| TD Capital Management LLC | 0.01% | No change | 4,365 | $147K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -2.9% | 4,349 | $147K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3,392 | $115K |
| Zions Bancorporation, National Association | 0.01% | New | 3,336 | $113K |
| Avion Wealth | 0.02% | No change | 3,186 | $107K |
| Bullseye Investment Management, LLC | 0.06% | Reduce -9.7% | 3,163 | $107K |
| 10Elms LLP | 0.07% | New | 2,924 | $99K |
| Private Wealth Asset Management, LLC | 0.01% | New | 2,414 | $82K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +56.5% | 2,235 | $75K |
| GoalVest Advisory LLC | 0.01% | Add +28.7% | 2,146 | $72K |
| Scarborough Advisors, LLC | 0.01% | No change | 2,105 | $71K |
| MPWM Advisory Solutions, LLC | 0.04% | Reduce -6.8% | 2,000 | $68K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -23.5% | 1,983 | $66K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $56K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,646 | $56K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,497 | $51K |
| Merkkuri Wealth Advisors LLC | 0.03% | New | 1,225 | $41K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,118 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 919 | $31K |
| Bernard Wealth Management Corp. | 0.01% | No change | 873 | $29K |
| Bank of New Hampshire | 0.01% | New | 870 | $29K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 753 | $25K |
| Hantz Financial Services, Inc. | 0.00% | No change | 700 | $24K |
| Reyes Financial Architecture, Inc. | 0.02% | New | 548 | $19K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 545 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 510 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | New | 488 | $16K |
| Evolution Wealth Management Inc. | 0.01% | No change | 440 | $15K |
| Sunrise Financial Services, LLC | 0.01% | No change | 420 | $14K |
| Financial Connections Group, Inc. | 0.00% | No change | 408 | $13K |
| Trust Co. of Toledo NA | 0.00% | No change | 292 | $10K |
| Advisortrust Partners, LLC | 0.00% | New | 235 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 212 | $7K |
| Covestor Ltd | 0.00% | New | 202 | $7K |
| Strive Financial Group ,LLC | 0.00% | Add +141.7% | 203 | $7K |
| Go Invest LLC | 0.00% | New | 178 | $6K |
| Security National Bank | 0.00% | New | 107 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 98 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +10.9% | 51 | $2K |
| UMB Bank, n.a. | 0.00% | New | 50 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 49 | $2K |
"% of holder's portfolio" is BUFR's weight in each manager's 13F, not the share of FT Vest Lad Buffervetf-Usd I the manager owns.