Avantis US LG Cap EQ ETF (AVLC)

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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Oak Root LLC

UNCHANGED

Shares2,008,725 from 2,008,725

Change0 (0%)

Value$181.3M (+$622.7K)

Filed 2026-10-09

LPL Financial LLC

INCREASED

Shares545,126 from 422,791

Change+122,335 (+29%)

Value$49.2M (+$11.2M)

Filed 2026-11-06

Grimes & Co Wealth Management, LLC

INCREASED

Shares541,694 from 493,444

Change+48,250 (+10%)

Value$48.9M (+$4.5M)

Filed 2026-10-29

Park Avenue Securities LLC

INCREASED

Shares537,525 from 480,400

Change+57,125 (+12%)

Value$48.5M (+$5.3M)

Filed 2026-10-26

Cypress Point Wealth Management, LLC

INCREASED

Shares484,246 from 482,866

Change+1,380 (+0%)

Value$43.7M (+$274.3K)

Filed 2026-11-03

Ridgeline Wealth, LLC

INCREASED

Shares462,669 from 450,687

Change+11,982 (+3%)

Value$42.6M (+$2.0M)

Filed 2026-10-14

Global Strategic Investment Solutions, LLC

DECREASED

Shares412,628 from 414,510

Change-1,882 (0%)

Value$37.2M (-$41.4K)

Filed 2026-10-16

Simplicity Wealth,LLC

INCREASED

Shares396,158 from 380,366

Change+15,792 (+4%)

Value$35.8M (+$1.5M)

Filed 2026-10-23

Well Done, LLC

INCREASED

Shares372,992 from 363,663

Change+9,329 (+3%)

Value$33.7M (+$954.9K)

Filed 2026-10-20

Allworth Financial LP

INCREASED

Shares327,479 from 323,092

Change+4,387 (+1%)

Value$29.5M (+$394.6K)

Filed 2026-11-06

Networth Advisors, LLC

INCREASED

Shares261,518 from 259,352

Change+2,166 (+1%)

Value$23.6M (+$275.9K)

Filed 2026-11-03

Financial Insights, Inc.

INCREASED

Shares233,652 from 206,355

Change+27,297 (+13%)

Value$21.1M (+$2.5M)

Filed 2026-10-27

Apella Capital, LLC

INCREASED

Shares220,308 from 44,087

Change+176,221 (+400%)

Value$20.2M (+$16.3M)

Filed 2026-10-08

Uptick Partners, LLC

DECREASED

Shares203,804 from 216,968

Change-13,164 (-6%)

Value$18.4M (-$1.1M)

Filed 2026-11-04

Buttonwood Financial Group, LLC

INCREASED

Shares170,118 from 169,783

Change+335 (+0%)

Value$15.7M (+$423.1K)

Filed 2026-10-16

Prosperity Planning, Inc.

INCREASED

Shares162,333 from 151,352

Change+10,981 (+7%)

Value$14.7M (+$1.0M)

Filed 2026-10-09

Plancorp, LLC

INCREASED

Shares158,672 from 36,272

Change+122,400 (+337%)

Value$14.3M (+$11.0M)

Filed 2026-11-03

Strategic Blueprint, LLC

INCREASED

Shares150,559 from 145,387

Change+5,172 (+4%)

Value$13.6M (+$512.0K)

Filed 2026-10-22

Arcadia Investment Advisors LLC

DECREASED

Shares144,311 from 145,554

Change-1,243 (-1%)

Value$13.0M (-$67.1K)

Filed 2026-10-13

Mendota Financial Group, LLC

INCREASED

Shares135,835 from 108,849

Change+26,986 (+25%)

Value$12.3M (+$2.5M)

Filed 2026-10-07

Western Reserve Capital Management, LLC

INCREASED

Shares133,267 from 132,044

Change+1,223 (+1%)

Value$12.0M (+$151.3K)

Filed 2026-10-14

Visionary Wealth Advisors

INCREASED

Shares132,810 from 128,084

Change+4,726 (+4%)

Value$12.0M (+$466.3K)

Filed 2026-11-04

B&D White Capital Company, LLC

UNCHANGED

Shares126,616 from 126,616

Change0 (0%)

Value$11.4M (+$39.3K)

Filed 2026-11-02

Herold Advisors, Inc.

INCREASED

Shares116,804 from 108,644

Change+8,160 (+8%)

Value$10.5M (+$767.9K)

Filed 2026-10-19

Haven Private, LLC

INCREASED

Shares112,554 from 102,825

Change+9,729 (+9%)

Value$10.2M (+$910.1K)

Filed 2026-10-27

Waterfront Wealth Inc.

INCREASED

Shares106,261 from 104,343

Change+1,918 (+2%)

Value$9.7M (+$260.7K)

Filed 2026-11-03

CoreCap Advisors, LLC

INCREASED

Shares99,937 from 94,083

Change+5,854 (+6%)

Value$9.0M (+$557.7K)

Filed 2026-10-08

Canvas Wealth Advisors, LLC

INCREASED

Shares97,451 from 91,889

Change+5,562 (+6%)

Value$8.9M (+$643.6K)

Filed 2026-11-02

ShankerValleau Wealth Advisors, Inc.

DECREASED

Shares86,643 from 88,673

Change-2,030 (-2%)

Value$7.8M (-$155.8K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

INCREASED

Shares60,161 from 56,028

Change+4,133 (+7%)

Value$5.4M (+$390.4K)

Filed 2026-11-02

BFI Wealth Solutions, LLC

INCREASED

Shares59,643 from 46,466

Change+13,177 (+28%)

Value$5.4M (+$1.2M)

Filed 2026-10-16

IronOak Wealth Llc.

NEW

Shares57,970

Change+57,970

Value$5.2M

Filed 2026-11-06

Endeavor Private Wealth, Inc.

INCREASED

Shares40,254 from 37,116

Change+3,138 (+8%)

Value$3.6M (+$294.8K)

Filed 2026-11-05

Chicago Partners Investment Group LLC

INCREASED

Shares33,422 from 21,281

Change+12,141 (+57%)

Value$3.0M (+$1.1M)

Filed 2026-10-27

Legacy Financial Group, Inc.

INCREASED

Shares26,970 from 21,058

Change+5,912 (+28%)

Value$2.4M (+$540.2K)

Filed 2026-10-21

Vaquero Private Wealth, LTD

INCREASED

Shares26,419 from 8,361

Change+18,058 (+216%)

Value$2.4M (+$1.6M)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares22,030 from 20,070

Change+1,960 (+10%)

Value$2.0M (+$183.2K)

Filed 2026-11-02

Independent Wealth Network Inc.

INCREASED

Shares18,113 from 10,444

Change+7,669 (+73%)

Value$1.6M (+$695.5K)

Filed 2026-10-19

Armbruster Capital Management, Inc.

DECREASED

Shares15,850 from 16,200

Change-350 (-2%)

Value$1.4M (-$26.6K)

Filed 2026-10-19

Cordgrass Capital Advisors, LLC

NEW

Shares15,672

Change+15,672

Value$1.4M

Filed 2026-10-30

Team Financial Group, LLC

INCREASED

Shares14,581 from 10,359

Change+4,222 (+41%)

Value$1.3M (+$384.4K)

Filed 2026-10-30

Dixon Fnancial Services, Inc.

UNCHANGED

Shares11,933 from 11,933

Change0 (0%)

Value$1.1M (+$3.7K)

Filed 2026-10-23

Bison Wealth, LLC

DECREASED

Shares8,742 from 9,175

Change-433 (-5%)

Value$804.6K (-$19.3K)

Filed 2026-10-13

Clearwater Capital Advisors, LLC

INCREASED

Shares8,294 from 6,454

Change+1,840 (+29%)

Value$748.7K (+$168.1K)

Filed 2026-11-06

Lloyd Advisory Services, Llc.

DECREASED

Shares6,970 from 7,910

Change-940 (-12%)

Value$629.1K (-$82.5K)

Filed 2026-11-02

LongView Wealth Management

NEW

Shares6,688

Change+6,688

Value$603.7K

Filed 2026-10-19

Diversify Advisory Services, LLC

INCREASED

Shares6,682 from 5,325

Change+1,357 (+25%)

Value$610.8K (+$138.7K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares6,682 from 5,325

Change+1,357 (+25%)

Value$610.8K (+$138.7K)

Filed 2026-10-20

Compound Planning, Inc.

INCREASED

Shares6,631 from 5,035

Change+1,596 (+32%)

Value$598.6K (+$145.6K)

Filed 2026-11-05

Montag A & Associates Inc

INCREASED

Shares6,615 from 6,030

Change+585 (+10%)

Value$597.1K (+$54.7K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares5,586 from 5,586

Change0 (0%)

Value$504.0K (+$1.0K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares5,575 from 2,424

Change+3,151 (+130%)

Value$503.3K (+$285.2K)

Filed 2026-10-30

Allegiance Financial Group Advisory Services LLC

DECREASED

Shares5,537 from 5,577

Change-40 (-1%)

Value$499.9K (-$1.9K)

Filed 2026-11-02

Capital Investment Advisors, LLC

INCREASED

Shares5,322 from 5,317

Change+5 (+0%)

Value$480.4K (+$2.1K)

Filed 2026-10-22

Pacific Asset Management, LLC

INCREASED

Shares5,231 from 4,495

Change+736 (+16%)

Value$472.2K (+$67.8K)

Filed 2026-10-15

Evanson Financial, LLC

INCREASED

Shares4,652 from 4,642

Change+10 (+0%)

Value$419.9K (+$2.3K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares4,449 from 4,903

Change-454 (-9%)

Value$401.6K (-$39.5K)

Filed 2026-10-08

Spire Wealth Management

NEW

Shares3,984

Change+3,984

Value$359.6K

Filed 2026-10-30

Concurrent Investment Advisors, LLC

NEW

Shares3,711

Change+3,711

Value$335.0K

Filed 2026-10-16

XY Planning Network, Inc.

NEW

Shares3,184

Change+3,184

Value$287.4K

Filed 2026-10-14

MidAtlantic Capital Management, Inc.

NEW

Shares2,599

Change+2,599

Value$234.7K

Filed 2026-11-05

Platt Wealth Management LLC

INCREASED

Shares2,430 from 2,355

Change+75 (+3%)

Value$219.0K (+$8.0K)

Filed 2026-11-04

SC&H Financial Advisors, Inc.

NEW

Shares2,362

Change+2,362

Value$213.2K

Filed 2026-10-14

Blvd Private Wealth, LLC

DECREASED

Shares2,315 from 2,363

Change-48 (-2%)

Value$209.0K (-$3.6K)

Filed 2026-10-14

Acorn Wealth Advisors, LLC

UNCHANGED

Shares2,273 from 2,273

Change0 (0%)

Value$205.2K (+$705)

Filed 2026-10-19

Acropolis Investment Management, LLC

UNCHANGED

Shares2,140 from 2,140

Change0 (0%)

Value$193.2K (+$663)

Filed 2026-10-08

Burk Holdings LLC

UNCHANGED

Shares1,918 from 1,918

Change0 (0%)

Value$173.1K (+$595)

Filed 2026-11-05

Collier Financial

INCREASED

Shares1,434 from 1,431

Change+3 (+0%)

Value$129.5K (+$716)

Filed 2026-11-06

Kings Path Partners LLC

INCREASED

Shares1,362 from 668

Change+694 (+104%)

Value$122.9K (+$62.9K)

Filed 2026-10-21

Zions Bancorporation, National Association

UNCHANGED

Shares1,186 from 1,186

Change0 (0%)

Value$107.1K (+$367)

Filed 2026-11-06

Kingdom Financial Group Llc.

INCREASED

Shares1,039 from 1,037

Change+2 (+0%)

Value$93.8K (+$518)

Filed 2026-11-04

Nemes Rush Group LLC

INCREASED

Shares906 from 823

Change+83 (+10%)

Value$81.8K (+$7.7K)

Filed 2026-11-04

Reap Financial Group, LLC

UNCHANGED

Shares648 from 648

Change0 (0%)

Value$58.5K (+$207)

Filed 2026-11-02

Rossby Financial, LCC

DECREASED

Shares624 from 655

Change-31 (-5%)

Value$56.3K (-$2.6K)

Filed 2026-11-05

Asset Dedication, LLC

DECREASED

Shares436 from 448

Change-12 (-3%)

Value$39.4K (-$945)

Filed 2026-11-03

Mowery & Schoenfeld Wealth Management, LLC

NEW

Shares225

Change+225

Value$20.3K

Filed 2026-10-28

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares142 from 142

Change0 (0%)

Value$12.8K (+$44)

Filed 2026-11-02

Activest Wealth Management

INCREASED

Shares77 from 76

Change+1 (+1%)

Value$6.9K (+$35)

Filed 2026-10-15

UMB Bank, n.a.

CLOSED

Shares0 from 312

Change-312 (-100%)

Value$0 (-$28.1K)

Filed 2026-11-06

Hills Bank & Trust Co

N/A

Shares— from 1,125,936

Change-1,125,936 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 841,598

Change-841,598 (-100%)

Value—

Pacific Life Fund Advisors LLC

N/A

Shares— from 739,705

Change-739,705 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 706,672

Change-706,672 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 358,552

Change-358,552 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 243,516

Change-243,516 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 229,862

Change-229,862 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 228,649

Change-228,649 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 218,405

Change-218,405 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 180,245

Change-180,245 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 174,005

Change-174,005 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 135,800

Change-135,800 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 109,391

Change-109,391 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 101,271

Change-101,271 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 94,200

Change-94,200 (-100%)

Value—

Commerce Bank

N/A

Shares— from 91,240

Change-91,240 (-100%)

Value—

Schwarz Dygos Wheeler Investment Advisors LLC

N/A

Shares— from 84,292

Change-84,292 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 71,391

Change-71,391 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 65,534

Change-65,534 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 44,649

Change-44,649 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 35,175

Change-35,175 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 29,681

Change-29,681 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 28,819

Change-28,819 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 23,461

Change-23,461 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 21,597

Change-21,597 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 19,360

Change-19,360 (-100%)

Value—

Fort Vancouver Investment Management, LLC

N/A

Shares— from 18,755

Change-18,755 (-100%)

Value—

Betterment LLC

N/A

Shares— from 15,432

Change-15,432 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 12,113

Change-12,113 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 10,430

Change-10,430 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 9,899

Change-9,899 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 8,564

Change-8,564 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 7,431

Change-7,431 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 5,740

Change-5,740 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 3,982

Change-3,982 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 3,787

Change-3,787 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,715

Change-3,715 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,370

Change-3,370 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 3,233

Change-3,233 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 2,268

Change-2,268 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 361

Change-361 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 196

Change-196 (-100%)

Value—

Cardiff Park Advisors, LLC

N/A

Shares— from 64

Change-64 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 47

Change-47 (-100%)

Value—

	Status
Oak Root LLC	UNCHANGED	2,008,725	2,008,725	0	0%	$180.7M	$181.3M	+$622.7K	2026-10-09
LPL Financial LLC	INCREASED	545,126	422,791	+122,335	+29%	$38.0M	$49.2M	+$11.2M	2026-11-06
Grimes & Co Wealth Management, LLC	INCREASED	541,694	493,444	+48,250	+10%	$44.4M	$48.9M	+$4.5M	2026-10-29
Park Avenue Securities LLC	INCREASED	537,525	480,400	+57,125	+12%	$43.2M	$48.5M	+$5.3M	2026-10-26
Cypress Point Wealth Management, LLC	INCREASED	484,246	482,866	+1,380	+0%	$43.4M	$43.7M	+$274.3K	2026-11-03
Ridgeline Wealth, LLC	INCREASED	462,669	450,687	+11,982	+3%	$40.5M	$42.6M	+$2.0M	2026-10-14
Global Strategic Investment Solutions, LLC	DECREASED	412,628	414,510	-1,882	0%	$37.3M	$37.2M	-$41.4K	2026-10-16
Simplicity Wealth,LLC	INCREASED	396,158	380,366	+15,792	+4%	$34.2M	$35.8M	+$1.5M	2026-10-23
Well Done, LLC	INCREASED	372,992	363,663	+9,329	+3%	$32.7M	$33.7M	+$954.9K	2026-10-20
Allworth Financial LP	INCREASED	327,479	323,092	+4,387	+1%	$29.1M	$29.5M	+$394.6K	2026-11-06
Networth Advisors, LLC	INCREASED	261,518	259,352	+2,166	+1%	$23.3M	$23.6M	+$275.9K	2026-11-03
Financial Insights, Inc.	INCREASED	233,652	206,355	+27,297	+13%	$18.6M	$21.1M	+$2.5M	2026-10-27
Apella Capital, LLC	INCREASED	220,308	44,087	+176,221	+400%	$3.9M	$20.2M	+$16.3M	2026-10-08
Uptick Partners, LLC	DECREASED	203,804	216,968	-13,164	-6%	$19.5M	$18.4M	-$1.1M	2026-11-04
Buttonwood Financial Group, LLC	INCREASED	170,118	169,783	+335	+0%	$15.3M	$15.7M	+$423.1K	2026-10-16
Prosperity Planning, Inc.	INCREASED	162,333	151,352	+10,981	+7%	$13.6M	$14.7M	+$1.0M	2026-10-09
Plancorp, LLC	INCREASED	158,672	36,272	+122,400	+337%	$3.2M	$14.3M	+$11.0M	2026-11-03
Strategic Blueprint, LLC	INCREASED	150,559	145,387	+5,172	+4%	$13.1M	$13.6M	+$512.0K	2026-10-22
Arcadia Investment Advisors LLC	DECREASED	144,311	145,554	-1,243	-1%	$13.1M	$13.0M	-$67.1K	2026-10-13
Mendota Financial Group, LLC	INCREASED	135,835	108,849	+26,986	+25%	$9.8M	$12.3M	+$2.5M	2026-10-07
Western Reserve Capital Management, LLC	INCREASED	133,267	132,044	+1,223	+1%	$11.9M	$12.0M	+$151.3K	2026-10-14
Visionary Wealth Advisors	INCREASED	132,810	128,084	+4,726	+4%	$11.5M	$12.0M	+$466.3K	2026-11-04
B&D White Capital Company, LLC	UNCHANGED	126,616	126,616	0	0%	$11.4M	$11.4M	+$39.3K	2026-11-02
Herold Advisors, Inc.	INCREASED	116,804	108,644	+8,160	+8%	$9.8M	$10.5M	+$767.9K	2026-10-19
Haven Private, LLC	INCREASED	112,554	102,825	+9,729	+9%	$9.3M	$10.2M	+$910.1K	2026-10-27
Waterfront Wealth Inc.	INCREASED	106,261	104,343	+1,918	+2%	$9.4M	$9.7M	+$260.7K	2026-11-03
CoreCap Advisors, LLC	INCREASED	99,937	94,083	+5,854	+6%	$8.5M	$9.0M	+$557.7K	2026-10-08
Canvas Wealth Advisors, LLC	INCREASED	97,451	91,889	+5,562	+6%	$8.3M	$8.9M	+$643.6K	2026-11-02
ShankerValleau Wealth Advisors, Inc.	DECREASED	86,643	88,673	-2,030	-2%	$8.0M	$7.8M	-$155.8K	2026-10-16
Commonwealth Equity Services, LLC	INCREASED	60,161	56,028	+4,133	+7%	$5.0M	$5.4M	+$390.4K	2026-11-02
BFI Wealth Solutions, LLC	INCREASED	59,643	46,466	+13,177	+28%	$4.2M	$5.4M	+$1.2M	2026-10-16
IronOak Wealth Llc.	NEW	57,970	—	+57,970	—	—	$5.2M	—	2026-11-06
Endeavor Private Wealth, Inc.	INCREASED	40,254	37,116	+3,138	+8%	$3.3M	$3.6M	+$294.8K	2026-11-05
Chicago Partners Investment Group LLC	INCREASED	33,422	21,281	+12,141	+57%	$1.9M	$3.0M	+$1.1M	2026-10-27
Legacy Financial Group, Inc.	INCREASED	26,970	21,058	+5,912	+28%	$1.9M	$2.4M	+$540.2K	2026-10-21
Vaquero Private Wealth, LTD	INCREASED	26,419	8,361	+18,058	+216%	$752.2K	$2.4M	+$1.6M	2026-10-27
Kestra Advisory Services, LLC	INCREASED	22,030	20,070	+1,960	+10%	$1.8M	$2.0M	+$183.2K	2026-11-02
Independent Wealth Network Inc.	INCREASED	18,113	10,444	+7,669	+73%	$939.5K	$1.6M	+$695.5K	2026-10-19
Armbruster Capital Management, Inc.	DECREASED	15,850	16,200	-350	-2%	$1.5M	$1.4M	-$26.6K	2026-10-19
Cordgrass Capital Advisors, LLC	NEW	15,672	—	+15,672	—	—	$1.4M	—	2026-10-30
Team Financial Group, LLC	INCREASED	14,581	10,359	+4,222	+41%	$931.9K	$1.3M	+$384.4K	2026-10-30
Dixon Fnancial Services, Inc.	UNCHANGED	11,933	11,933	0	0%	$1.1M	$1.1M	+$3.7K	2026-10-23
Bison Wealth, LLC	DECREASED	8,742	9,175	-433	-5%	$823.9K	$804.6K	-$19.3K	2026-10-13
Clearwater Capital Advisors, LLC	INCREASED	8,294	6,454	+1,840	+29%	$580.6K	$748.7K	+$168.1K	2026-11-06
Lloyd Advisory Services, Llc.	DECREASED	6,970	7,910	-940	-12%	$711.6K	$629.1K	-$82.5K	2026-11-02
LongView Wealth Management	NEW	6,688	—	+6,688	—	—	$603.7K	—	2026-10-19
Diversify Advisory Services, LLC	INCREASED	6,682	5,325	+1,357	+25%	$472.1K	$610.8K	+$138.7K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	6,682	5,325	+1,357	+25%	$472.1K	$610.8K	+$138.7K	2026-10-20
Compound Planning, Inc.	INCREASED	6,631	5,035	+1,596	+32%	$453.0K	$598.6K	+$145.6K	2026-11-05
Montag A & Associates Inc	INCREASED	6,615	6,030	+585	+10%	$542.5K	$597.1K	+$54.7K	2026-10-29
Cambridge Investment Research Advisors, Inc.	UNCHANGED	5,586	5,586	0	0%	$503.0K	$504.0K	+$1.0K	2026-11-02
Truist Financial Corp	INCREASED	5,575	2,424	+3,151	+130%	$218.1K	$503.3K	+$285.2K	2026-10-30
Allegiance Financial Group Advisory Services LLC	DECREASED	5,537	5,577	-40	-1%	$501.7K	$499.9K	-$1.9K	2026-11-02
Capital Investment Advisors, LLC	INCREASED	5,322	5,317	+5	+0%	$478.3K	$480.4K	+$2.1K	2026-10-22
Pacific Asset Management, LLC	INCREASED	5,231	4,495	+736	+16%	$404.4K	$472.2K	+$67.8K	2026-10-15
Evanson Financial, LLC	INCREASED	4,652	4,642	+10	+0%	$417.6K	$419.9K	+$2.3K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	4,449	4,903	-454	-9%	$441.1K	$401.6K	-$39.5K	2026-10-08
Spire Wealth Management	NEW	3,984	—	+3,984	—	—	$359.6K	—	2026-10-30
Concurrent Investment Advisors, LLC	NEW	3,711	—	+3,711	—	—	$335.0K	—	2026-10-16
XY Planning Network, Inc.	NEW	3,184	—	+3,184	—	—	$287.4K	—	2026-10-14
MidAtlantic Capital Management, Inc.	NEW	2,599	—	+2,599	—	—	$234.7K	—	2026-11-05
Platt Wealth Management LLC	INCREASED	2,430	2,355	+75	+3%	$211.0K	$219.0K	+$8.0K	2026-11-04
SC&H Financial Advisors, Inc.	NEW	2,362	—	+2,362	—	—	$213.2K	—	2026-10-14
Blvd Private Wealth, LLC	DECREASED	2,315	2,363	-48	-2%	$212.6K	$209.0K	-$3.6K	2026-10-14
Acorn Wealth Advisors, LLC	UNCHANGED	2,273	2,273	0	0%	$204.5K	$205.2K	+$705	2026-10-19
Acropolis Investment Management, LLC	UNCHANGED	2,140	2,140	0	0%	$192.5K	$193.2K	+$663	2026-10-08
Burk Holdings LLC	UNCHANGED	1,918	1,918	0	0%	$172.5K	$173.1K	+$595	2026-11-05
Collier Financial	INCREASED	1,434	1,431	+3	+0%	$128.8K	$129.5K	+$716	2026-11-06
Kings Path Partners LLC	INCREASED	1,362	668	+694	+104%	$60.1K	$122.9K	+$62.9K	2026-10-21
Zions Bancorporation, National Association	UNCHANGED	1,186	1,186	0	0%	$106.7K	$107.1K	+$367	2026-11-06
Kingdom Financial Group Llc.	INCREASED	1,039	1,037	+2	+0%	$93.3K	$93.8K	+$518	2026-11-04
Nemes Rush Group LLC	INCREASED	906	823	+83	+10%	$74.0K	$81.8K	+$7.7K	2026-11-04
Reap Financial Group, LLC	UNCHANGED	648	648	0	0%	$58.3K	$58.5K	+$207	2026-11-02
Rossby Financial, LCC	DECREASED	624	655	-31	-5%	$58.9K	$56.3K	-$2.6K	2026-11-05
Asset Dedication, LLC	DECREASED	436	448	-12	-3%	$40.3K	$39.4K	-$945	2026-11-03
Mowery & Schoenfeld Wealth Management, LLC	NEW	225	—	+225	—	—	$20.3K	—	2026-10-28
Quest 10 Wealth Builders, Inc.	UNCHANGED	142	142	0	0%	$12.8K	$12.8K	+$44	2026-11-02
Activest Wealth Management	INCREASED	77	76	+1	+1%	$6.9K	$6.9K	+$35	2026-10-15
UMB Bank, n.a.	CLOSED	0	312	-312	-100%	$28.1K	$0	-$28.1K	2026-11-06
Hills Bank & Trust Co	N/A	—	1,125,936	-1,125,936	-100%	$101.3M	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	841,598	-841,598	-100%	$75.7M	—	—	—
Pacific Life Fund Advisors LLC	N/A	—	739,705	-739,705	-100%	$66.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	706,672	-706,672	-100%	$63.6M	—	—	—
JPMorgan Chase & Co	N/A	—	358,552	-358,552	-100%	$32.0M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	243,516	-243,516	-100%	$21.9M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	229,862	-229,862	-100%	$20.7M	—	—	—
FAS Wealth Partners, Inc.	N/A	—	228,649	-228,649	-100%	$20.6M	—	—	—
American Century Companies Inc	N/A	—	218,405	-218,405	-100%	$19.6M	—	—	—
AE Wealth Management LLC	N/A	—	180,245	-180,245	-100%	$16.2M	—	—	—
Cresset Asset Management, LLC	N/A	—	174,005	-174,005	-100%	$15.7M	—	—	—
HighTower Advisors, LLC	N/A	—	135,800	-135,800	-100%	$12.2M	—	—	—
Dogwood Wealth Management LLC	N/A	—	109,391	-109,391	-100%	$9.8M	—	—	—
MML Investors Services, LLC	N/A	—	101,271	-101,271	-100%	$9.1M	—	—	—
Two Sigma Investments, LP	N/A	—	94,200	-94,200	-100%	$8.5M	—	—	—
Commerce Bank	N/A	—	91,240	-91,240	-100%	$8.2M	—	—	—
Schwarz Dygos Wheeler Investment Advisors LLC	N/A	—	84,292	-84,292	-100%	$7.6M	—	—	—
Mercer Global Advisors Inc	N/A	—	71,391	-71,391	-100%	$6.4M	—	—	—
Private Wealth Asset Management, LLC	N/A	—	65,534	-65,534	-100%	$5.9M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	44,649	-44,649	-100%	$4.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	35,175	-35,175	-100%	$3.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	29,681	-29,681	-100%	$2.7M	—	—	—
Seeds Investor LLC	N/A	—	28,819	-28,819	-100%	$2.6M	—	—	—
WCG Wealth Advisors LLC	N/A	—	23,461	-23,461	-100%	$2.1M	—	—	—
MAI Capital Management	N/A	—	21,597	-21,597	-100%	$1.9M	—	—	—
World Investment Advisors	N/A	—	19,360	-19,360	-100%	$1.5M	—	—	—
Fort Vancouver Investment Management, LLC	N/A	—	18,755	-18,755	-100%	$1.7M	—	—	—
Betterment LLC	N/A	—	15,432	-15,432	-100%	$1.4M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	12,113	-12,113	-100%	$1.1M	—	—	—
FSA Advisors, Inc.	N/A	—	10,430	-10,430	-100%	$938.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	9,899	-9,899	-100%	$890.5K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	8,564	-8,564	-100%	$770.8K	—	—	—
Flow Traders U.S. LLC	N/A	—	7,431	-7,431	-100%	$668.0K	—	—	—
Quantinno Capital Management LP	N/A	—	5,740	-5,740	-100%	$516.4K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	3,982	-3,982	-100%	$358.0K	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	3,787	-3,787	-100%	$340.7K	—	—	—
Private Advisor Group, LLC	N/A	—	3,715	-3,715	-100%	$334.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,370	-3,370	-100%	$303.2K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	3,233	-3,233	-100%	$290.8K	—	—	—
Savvy Advisors, Inc.	N/A	—	2,268	-2,268	-100%	$204.0K	—	—	—
Arax Advisory Partners	N/A	—	361	-361	-100%	$32.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	196	-196	-100%	$17.7K	—	—	—
Cardiff Park Advisors, LLC	N/A	—	64	-64	-100%	$5.8K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	47	-47	-100%	$4.2K	—	—	—

Showing 123 of 123 institutions