Avantis All Eqty Mrkts ETF (AVGE)

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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Meredith Wealth Planning

INCREASED

Shares307,689 from 297,253

Change+10,436 (+4%)

Value$30.3M (+$800.4K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares257,557 from 254,389

Change+3,168 (+1%)

Value$25.3M (+$118.2K)

Filed 2026-11-02

GFG Capital, LLC

INCREASED

Shares169,317 from 163,602

Change+5,715 (+3%)

Value$16.7M (+$437.6K)

Filed 2026-10-16

Greenspring Advisors, LLC

DECREASED

Shares164,964 from 165,420

Change-456 (0%)

Value$16.2M (-$170.6K)

Filed 2026-11-05

Compass Ion Advisors, LLC

INCREASED

Shares132,245 from 118,846

Change+13,399 (+11%)

Value$13.0M (+$1.2M)

Filed 2026-10-23

BIP Wealth, LLC

INCREASED

Shares117,131 from 116,708

Change+423 (+0%)

Value$11.5M (-$47.1K)

Filed 2026-10-22

Nova R Wealth, Inc.

DECREASED

Shares95,755 from 95,762

Change-7 (0%)

Value$9.4M (-$73.5K)

Filed 2026-10-26

Index Fund Advisors, Inc.

INCREASED

Shares93,836 from 90,746

Change+3,090 (+3%)

Value$9.2M (+$234.9K)

Filed 2026-11-05

Pacific Asset Management, LLC

INCREASED

Shares75,131 from 71,984

Change+3,147 (+4%)

Value$7.4M (+$254.7K)

Filed 2026-10-15

ARQ Wealth Advisors, LLC

INCREASED

Shares72,440 from 28,783

Change+43,657 (+152%)

Value$7.1M (+$4.3M)

Filed 2026-10-29

WJ Wealth Management, LLC

INCREASED

Shares68,988 from 3,475

Change+65,513 (+1885%)

Value$6.8M (+$6.4M)

Filed 2026-11-03

Paragon Advisors, LLC

DECREASED

Shares67,597 from 73,594

Change-5,997 (-8%)

Value$6.6M (-$645.7K)

Filed 2026-11-03

Indivisible Partners

NEW

Shares64,792

Change+64,792

Value$6.4M

Filed 2026-10-26

Intelligent Financial Strategies

DECREASED

Shares64,356 from 64,521

Change-165 (0%)

Value$6.3M (-$65.3K)

Filed 2026-10-16

Sprinkle Financial Consultants LLC

INCREASED

Shares61,215 from 57,470

Change+3,745 (+7%)

Value$6.0M (+$323.9K)

Filed 2026-10-09

Frankly Finances, LLC

INCREASED

Shares59,976 from 58,958

Change+1,018 (+2%)

Value$5.9M (+$55.3K)

Filed 2026-10-28

Align Financial, LLC

INCREASED

Shares52,449 from 48,466

Change+3,983 (+8%)

Value$5.2M (+$354.9K)

Filed 2026-10-16

Hutchens & Kramer Investment Management Group, LLC

INCREASED

Shares51,980 from 47,965

Change+4,015 (+8%)

Value$5.1M (+$358.4K)

Filed 2026-10-16

B&D White Capital Company, LLC

DECREASED

Shares43,693 from 43,782

Change-89 (0%)

Value$4.3M (-$42.0K)

Filed 2026-11-02

Fermata Advisors, LLC

DECREASED

Shares43,592 from 43,716

Change-124 (0%)

Value$4.3M (-$45.4K)

Filed 2026-10-13

Evanson Financial, LLC

INCREASED

Shares35,926 from 32,115

Change+3,811 (+12%)

Value$3.5M (+$350.3K)

Filed 2026-10-23

Entrewealth, LLC

DECREASED

Shares35,740 from 38,882

Change-3,142 (-8%)

Value$3.5M (-$410.1K)

Filed 2026-10-14

Yardley Wealth Management LLC

INCREASED

Shares34,661 from 33,830

Change+831 (+2%)

Value$3.4M (+$56.0K)

Filed 2026-10-23

Wilkerson Advisory Group LLC

INCREASED

Shares33,818 from 32,013

Change+1,805 (+6%)

Value$3.3M (+$153.1K)

Filed 2026-10-20

SC&H Financial Advisors, Inc.

DECREASED

Shares32,228 from 32,246

Change-18 (0%)

Value$3.2M (-$26.3K)

Filed 2026-10-14

Ridgeline Wealth, LLC

INCREASED

Shares28,087 from 27,621

Change+466 (+2%)

Value$2.8M (+$63.6K)

Filed 2026-10-14

Oceanside Advisors LLC

DECREASED

Shares18,855 from 18,920

Change-65 (0%)

Value$1.9M (-$20.7K)

Filed 2026-11-03

Apella Capital, LLC

INCREASED

Shares18,313 from 17,498

Change+815 (+5%)

Value$1.8M (+$96.4K)

Filed 2026-10-08

WMG Financial Advisors, LLC

UNCHANGED

Shares18,268 from 18,268

Change0 (0%)

Value$1.8M ($0)

Filed 2026-10-28

United Advisor Group, LLC

NEW

Shares17,568

Change+17,568

Value$1.7M

Filed 2026-11-03

Avantax Planning Partners, Inc.

INCREASED

Shares15,621 from 14,459

Change+1,162 (+8%)

Value$1.5M (+$103.3K)

Filed 2026-11-03

LAM Group, Inc.

DECREASED

Shares14,162 from 14,226

Change-64 (0%)

Value$1.4M (-$17.0K)

Filed 2026-10-26

Plancorp, LLC

INCREASED

Shares13,391 from 13,259

Change+132 (+1%)

Value$1.3M (+$10.2K)

Filed 2026-11-03

Modera Wealth Management, LLC

DECREASED

Shares12,950 from 14,569

Change-1,619 (-11%)

Value$1.3M (-$170.3K)

Filed 2026-10-28

Arista Wealth Management, LLC

INCREASED

Shares12,393 from 10,998

Change+1,395 (+13%)

Value$1.2M (+$128.9K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares12,225 from 10,612

Change+1,613 (+15%)

Value$1.2M (+$150.6K)

Filed 2026-10-08

HUB Investment Partners, LLC

INCREASED

Shares11,810 from 11,136

Change+674 (+6%)

Value$1.2M (+$57.8K)

Filed 2026-11-03

Wedmont Private Capital

NEW

Shares11,404

Change+11,404

Value$1.1M

Filed 2026-10-09

Diversify Advisory Services, LLC

INCREASED

Shares11,263 from 10,300

Change+963 (+9%)

Value$1.1M (+$104.4K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares11,263 from 10,300

Change+963 (+9%)

Value$1.1M (+$104.4K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,921 from 12,014

Change-1,093 (-9%)

Value$1.1M (-$117.0K)

Filed 2026-11-02

Austin Asset Management Co Inc

NEW

Shares10,574

Change+10,574

Value$1.0M

Filed 2026-10-29

Nemes Rush Group LLC

INCREASED

Shares9,887 from 9,626

Change+261 (+3%)

Value$972.3K (+$18.4K)

Filed 2026-11-04

Ferguson Johnson Wealth Management Inc

DECREASED

Shares9,585 from 10,954

Change-1,369 (-12%)

Value$942.6K (-$142.4K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares9,524 from 9,505

Change+19 (+0%)

Value$936.6K (-$5.3K)

Filed 2026-11-02

Versant Capital Management, Inc

INCREASED

Shares9,471 from 8,339

Change+1,132 (+14%)

Value$931.4K (+$105.0K)

Filed 2026-10-02

marrick wealth, LLC

INCREASED

Shares7,722 from 7,303

Change+419 (+6%)

Value$759.4K (+$35.6K)

Filed 2026-10-20

Kestra Advisory Services, LLC

DECREASED

Shares6,971 from 7,331

Change-360 (-5%)

Value$685.5K (-$41.0K)

Filed 2026-11-02

GEM Asset Management, LLC

INCREASED

Shares6,932 from 6,709

Change+223 (+3%)

Value$681.7K (+$16.8K)

Filed 2026-10-13

Creative Capital Management Investments LLC

DECREASED

Shares6,716 from 7,083

Change-367 (-5%)

Value$660.5K (-$41.5K)

Filed 2026-10-28

Sage Rhino Capital LLC

INCREASED

Shares6,575 from 6,522

Change+53 (+1%)

Value$646.6K (+$295)

Filed 2026-10-28

Meritas Wealth Management, LLC

INCREASED

Shares6,007 from 5,184

Change+823 (+16%)

Value$590.8K (+$77.0K)

Filed 2026-10-14

TCI Wealth Advisors, Inc.

DECREASED

Shares5,822 from 6,122

Change-300 (-5%)

Value$572.6K (-$34.1K)

Filed 2026-10-30

Shira Ridge Wealth Management

INCREASED

Shares5,813 from 5,019

Change+794 (+16%)

Value$571.6K (+$74.2K)

Filed 2026-10-09

Holcombe Financial, Inc.

UNCHANGED

Shares5,551 from 5,551

Change0 (0%)

Value$545.9K (-$4.2K)

Filed 2026-10-16

Canvas Wealth Advisors, LLC

INCREASED

Shares5,012 from 4,824

Change+188 (+4%)

Value$498.7K (+$20.6K)

Filed 2026-11-02

OceanIQ Capital, LLC

UNCHANGED

Shares4,900 from 4,900

Change0 (0%)

Value$488.6K (-$8.2K)

Filed 2026-10-19

Accurate Wealth Management, LLC

INCREASED

Shares4,653 from 4,425

Change+228 (+5%)

Value$464.0K (+$24.8K)

Filed 2026-10-20

Barlow Wealth Partners, LLC

UNCHANGED

Shares4,472 from 4,472

Change0 (0%)

Value$447.5K (+$8.9K)

Filed 2026-10-15

SAX Wealth Advisors, LLC

INCREASED

Shares4,402 from 4,382

Change+20 (+0%)

Value$432.9K (+$47.2K)

Filed 2026-10-13

Aprio Wealth Management, LLC

UNCHANGED

Shares4,322 from 4,322

Change0 (0%)

Value$425.0K (-$3.3K)

Filed 2026-10-28

XY Planning Network, Inc.

INCREASED

Shares4,305 from 2,291

Change+2,014 (+88%)

Value$423.4K (+$196.3K)

Filed 2026-10-14

Strategic Blueprint, LLC

INCREASED

Shares4,278 from 4,142

Change+136 (+3%)

Value$420.7K (+$10.2K)

Filed 2026-10-22

Arlington Financial Advisors, LLC

INCREASED

Shares4,274 from 3,907

Change+367 (+9%)

Value$420.3K (+$33.1K)

Filed 2026-10-19

RED Lighthouse Investment Management, LLC

INCREASED

Shares4,268 from 4,075

Change+193 (+5%)

Value$419.7K (+$15.8K)

Filed 2026-11-02

Great Point Wealth Advisors, LLC

INCREASED

Shares4,084 from 4,007

Change+77 (+2%)

Value$401.6K (+$4.5K)

Filed 2026-10-15

Bayshore Asset Management, LLC

INCREASED

Shares3,710 from 3,140

Change+570 (+18%)

Value$369.5K (+$58.3K)

Filed 2026-11-03

Prudent Investor Advisors, LLC

NEW

Shares3,524

Change+3,524

Value$346.5K

Filed 2026-10-22

Fonville Wealth Management LLC

DECREASED

Shares3,476 from 3,554

Change-78 (-2%)

Value$341.9K (-$10.3K)

Filed 2026-10-28

EverSource Wealth Advisors, LLC

INCREASED

Shares3,289 from 2,900

Change+389 (+13%)

Value$323.4K (+$36.0K)

Filed 2026-11-04

Lido Advisors, LLC

NEW

Shares3,248

Change+3,248

Value$319.4K

Filed 2026-11-04

Private Wealth Management Group, LLC

INCREASED

Shares2,956 from 2,503

Change+453 (+18%)

Value$290.7K (+$42.6K)

Filed 2026-10-19

Moneco Advisors, LLC

NEW

Shares2,921

Change+2,921

Value$287.2K

Filed 2026-11-05

Private Trust Co NA

INCREASED

Shares2,851 from 2,339

Change+512 (+22%)

Value$280.4K (+$48.6K)

Filed 2026-10-20

Wespac Advisors SoCal, LLC

DECREASED

Shares2,719 from 2,744

Change-25 (-1%)

Value$267.3K (-$4.5K)

Filed 2026-10-13

Northwest Wealth Management, LLC

UNCHANGED

Shares2,428 from 2,428

Change0 (0%)

Value$238.8K (-$1.8K)

Filed 2026-10-30

Physician Wealth Advisors, Inc.

INCREASED

Shares2,309 from 2,307

Change+2 (+0%)

Value$227.0K (-$1.6K)

Filed 2026-10-20

Financial Partners Group, Inc

NEW

Shares2,202

Change+2,202

Value$216.6K

Filed 2026-10-19

Commonwealth Financial Services, LLC

NEW

Shares2,074

Change+2,074

Value$204.0K

Filed 2026-10-20

Mosley Wealth Management

INCREASED

Shares1,391 from 1,311

Change+80 (+6%)

Value$138.1K (+$8.2K)

Filed 2026-10-16

Team Financial Group, LLC

NEW

Shares1,135

Change+1,135

Value$111.6K

Filed 2026-10-30

Fiduciary Advisors, Inc.

INCREASED

Shares1,036 from 154

Change+882 (+573%)

Value$101.9K (+$86.7K)

Filed 2026-10-16

Elevation Wealth Partners, LLC

INCREASED

Shares884 from 881

Change+3 (+0%)

Value$87.0K (-$380)

Filed 2026-10-07

Moisand Fitzgerald Tamayo, LLC

INCREASED

Shares757 from 749

Change+8 (+1%)

Value$74.4K (+$218)

Filed 2026-10-15

Torren Management, LLC

INCREASED

Shares436 from 434

Change+2 (+0%)

Value$42.9K (-$188)

Filed 2026-10-29

Signaturefd, LLC

INCREASED

Shares225 from 201

Change+24 (+12%)

Value$22.1K (+$2.2K)

Filed 2026-10-23

Prudent Man Investment Management, Inc.

UNCHANGED

Shares169 from 169

Change0 (0%)

Value$16.6K (+$2.1K)

Filed 2026-11-03

Navigoe, LLC

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$15 ($0)

Filed 2026-11-04

SJS Investment Consulting Inc.

INCREASED

Shares119 from 19

Change+100 (+526%)

Value$11.7K (+$9.8K)

Filed 2026-10-26

Elevate Wealth Advisory, Inc

INCREASED

Shares117 from 114

Change+3 (+3%)

Value$11.5K (+$209)

Filed 2026-10-29

Essential Partners LLC

UNCHANGED

Shares111 from 111

Change0 (0%)

Value$10.9K (-$84)

Filed 2026-10-14

Kings Path Partners LLC

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$8.9K (-$68)

Filed 2026-10-21

Burk Holdings LLC

INCREASED

Shares79 from 58

Change+21 (+36%)

Value$7.8K (+$2.0K)

Filed 2026-11-05

Global Trust Asset Management, LLC

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$3.7K (-$29)

Filed 2026-10-19

Signature Resources Capital Management, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$98 (-$1)

Filed 2026-10-16

AQR Capital Management LLC

N/A

Shares— from 108,276

Change-108,276 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 100,131

Change-100,131 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 94,256

Change-94,256 (-100%)

Value—

FMB Wealth Management

N/A

Shares— from 62,065

Change-62,065 (-100%)

Value—

Cogent Private Wealth, Inc.

N/A

Shares— from 51,846

Change-51,846 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 51,619

Change-51,619 (-100%)

Value—

Werba Rubin Papier Wealth Management

N/A

Shares— from 45,424

Change-45,424 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 38,733

Change-38,733 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 35,784

Change-35,784 (-100%)

Value—

Betterment LLC

N/A

Shares— from 29,116

Change-29,116 (-100%)

Value—

Magnolia Private Wealth, LLC

N/A

Shares— from 25,230

Change-25,230 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 24,015

Change-24,015 (-100%)

Value—

Integrity Wealth Solutions LLC

N/A

Shares— from 20,692

Change-20,692 (-100%)

Value—

Curio Wealth, LLC

N/A

Shares— from 19,674

Change-19,674 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 17,700

Change-17,700 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,013

Change-16,013 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 14,699

Change-14,699 (-100%)

Value—

Financial Plan, Inc.

N/A

Shares— from 14,323

Change-14,323 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 10,776

Change-10,776 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 9,377

Change-9,377 (-100%)

Value—

Vawter Financial, Ltd.

N/A

Shares— from 8,944

Change-8,944 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 7,734

Change-7,734 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,640

Change-7,640 (-100%)

Value—

Eaton-Cambridge Inc.

N/A

Shares— from 7,410

Change-7,410 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 6,982

Change-6,982 (-100%)

Value—

Steffes Financial, Ltd.

N/A

Shares— from 5,615

Change-5,615 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,539

Change-5,539 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 5,389

Change-5,389 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 5,217

Change-5,217 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,178

Change-5,178 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 4,575

Change-4,575 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 4,433

Change-4,433 (-100%)

Value—

Collaborative Wealth Managment Inc.

N/A

Shares— from 4,336

Change-4,336 (-100%)

Value—

BCR Wealth Strategies, LLC

N/A

Shares— from 4,234

Change-4,234 (-100%)

Value—

Parkwoods Wealth Partners, LLC

N/A

Shares— from 3,629

Change-3,629 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 3,404

Change-3,404 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 3,357

Change-3,357 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,202

Change-3,202 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,187

Change-3,187 (-100%)

Value—

McCartney Wealth Management LLC

N/A

Shares— from 2,947

Change-2,947 (-100%)

Value—

BWM Planning, LLC

N/A

Shares— from 2,875

Change-2,875 (-100%)

Value—

Annandale Capital, LLC

N/A

Shares— from 2,695

Change-2,695 (-100%)

Value—

Vista Capital Partners, Inc.

N/A

Shares— from 2,687

Change-2,687 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 2,604

Change-2,604 (-100%)

Value—

Oak Wealth Advisors LLC

N/A

Shares— from 2,434

Change-2,434 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 2,428

Change-2,428 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 2,297

Change-2,297 (-100%)

Value—

Tillman Hartley LLC

N/A

Shares— from 2,251

Change-2,251 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 2,240

Change-2,240 (-100%)

Value—

Hill Investment Group Partners, LLC

N/A

Shares— from 2,189

Change-2,189 (-100%)

Value—

Magnolia Capital Advisors LLC

N/A

Shares— from 2,185

Change-2,185 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 2,110

Change-2,110 (-100%)

Value—

Henrickson Nauta Wealth Advisors, Inc.

N/A

Shares— from 2,104

Change-2,104 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,864

Change-1,864 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 1,674

Change-1,674 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1,451

Change-1,451 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 1,293

Change-1,293 (-100%)

Value—

Valued Wealth Advisors LLC

N/A

Shares— from 1,065

Change-1,065 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 680

Change-680 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 556

Change-556 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 421

Change-421 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 396

Change-396 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 358

Change-358 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 220

Change-220 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 210

Change-210 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 189

Change-189 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 178

Change-178 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 164

Change-164 (-100%)

Value—

Morris Financial Concepts, Inc.

N/A

Shares— from 152

Change-152 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 141

Change-141 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 55

Change-55 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 38

Change-38 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 5

Change-5 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Meredith Wealth Planning	INCREASED	307,689	297,253	+10,436	+4%	$29.5M	$30.3M	+$800.4K	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	257,557	254,389	+3,168	+1%	$25.2M	$25.3M	+$118.2K	2026-11-02
GFG Capital, LLC	INCREASED	169,317	163,602	+5,715	+3%	$16.2M	$16.7M	+$437.6K	2026-10-16
Greenspring Advisors, LLC	DECREASED	164,964	165,420	-456	0%	$16.4M	$16.2M	-$170.6K	2026-11-05
Compass Ion Advisors, LLC	INCREASED	132,245	118,846	+13,399	+11%	$11.8M	$13.0M	+$1.2M	2026-10-23
BIP Wealth, LLC	INCREASED	117,131	116,708	+423	+0%	$11.6M	$11.5M	-$47.1K	2026-10-22
Nova R Wealth, Inc.	DECREASED	95,755	95,762	-7	0%	$9.5M	$9.4M	-$73.5K	2026-10-26
Index Fund Advisors, Inc.	INCREASED	93,836	90,746	+3,090	+3%	$9.0M	$9.2M	+$234.9K	2026-11-05
Pacific Asset Management, LLC	INCREASED	75,131	71,984	+3,147	+4%	$7.1M	$7.4M	+$254.7K	2026-10-15
ARQ Wealth Advisors, LLC	INCREASED	72,440	28,783	+43,657	+152%	$2.9M	$7.1M	+$4.3M	2026-10-29
WJ Wealth Management, LLC	INCREASED	68,988	3,475	+65,513	+1885%	$344.4K	$6.8M	+$6.4M	2026-11-03
Paragon Advisors, LLC	DECREASED	67,597	73,594	-5,997	-8%	$7.3M	$6.6M	-$645.7K	2026-11-03
Indivisible Partners	NEW	64,792	—	+64,792	—	—	$6.4M	—	2026-10-26
Intelligent Financial Strategies	DECREASED	64,356	64,521	-165	0%	$6.4M	$6.3M	-$65.3K	2026-10-16
Sprinkle Financial Consultants LLC	INCREASED	61,215	57,470	+3,745	+7%	$5.7M	$6.0M	+$323.9K	2026-10-09
Frankly Finances, LLC	INCREASED	59,976	58,958	+1,018	+2%	$5.8M	$5.9M	+$55.3K	2026-10-28
Align Financial, LLC	INCREASED	52,449	48,466	+3,983	+8%	$4.8M	$5.2M	+$354.9K	2026-10-16
Hutchens & Kramer Investment Management Group, LLC	INCREASED	51,980	47,965	+4,015	+8%	$4.8M	$5.1M	+$358.4K	2026-10-16
B&D White Capital Company, LLC	DECREASED	43,693	43,782	-89	0%	$4.3M	$4.3M	-$42.0K	2026-11-02
Fermata Advisors, LLC	DECREASED	43,592	43,716	-124	0%	$4.3M	$4.3M	-$45.4K	2026-10-13
Evanson Financial, LLC	INCREASED	35,926	32,115	+3,811	+12%	$3.2M	$3.5M	+$350.3K	2026-10-23
Entrewealth, LLC	DECREASED	35,740	38,882	-3,142	-8%	$3.9M	$3.5M	-$410.1K	2026-10-14
Yardley Wealth Management LLC	INCREASED	34,661	33,830	+831	+2%	$3.4M	$3.4M	+$56.0K	2026-10-23
Wilkerson Advisory Group LLC	INCREASED	33,818	32,013	+1,805	+6%	$3.2M	$3.3M	+$153.1K	2026-10-20
SC&H Financial Advisors, Inc.	DECREASED	32,228	32,246	-18	0%	$3.2M	$3.2M	-$26.3K	2026-10-14
Ridgeline Wealth, LLC	INCREASED	28,087	27,621	+466	+2%	$2.7M	$2.8M	+$63.6K	2026-10-14
Oceanside Advisors LLC	DECREASED	18,855	18,920	-65	0%	$1.9M	$1.9M	-$20.7K	2026-11-03
Apella Capital, LLC	INCREASED	18,313	17,498	+815	+5%	$1.7M	$1.8M	+$96.4K	2026-10-08
WMG Financial Advisors, LLC	UNCHANGED	18,268	18,268	0	0%	$1.8M	$1.8M	$0	2026-10-28
United Advisor Group, LLC	NEW	17,568	—	+17,568	—	—	$1.7M	—	2026-11-03
Avantax Planning Partners, Inc.	INCREASED	15,621	14,459	+1,162	+8%	$1.4M	$1.5M	+$103.3K	2026-11-03
LAM Group, Inc.	DECREASED	14,162	14,226	-64	0%	$1.4M	$1.4M	-$17.0K	2026-10-26
Plancorp, LLC	INCREASED	13,391	13,259	+132	+1%	$1.3M	$1.3M	+$10.2K	2026-11-03
Modera Wealth Management, LLC	DECREASED	12,950	14,569	-1,619	-11%	$1.4M	$1.3M	-$170.3K	2026-10-28
Arista Wealth Management, LLC	INCREASED	12,393	10,998	+1,395	+13%	$1.1M	$1.2M	+$128.9K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	12,225	10,612	+1,613	+15%	$1.1M	$1.2M	+$150.6K	2026-10-08
HUB Investment Partners, LLC	INCREASED	11,810	11,136	+674	+6%	$1.1M	$1.2M	+$57.8K	2026-11-03
Wedmont Private Capital	NEW	11,404	—	+11,404	—	—	$1.1M	—	2026-10-09
Diversify Advisory Services, LLC	INCREASED	11,263	10,300	+963	+9%	$1.0M	$1.1M	+$104.4K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	11,263	10,300	+963	+9%	$1.0M	$1.1M	+$104.4K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	10,921	12,014	-1,093	-9%	$1.2M	$1.1M	-$117.0K	2026-11-02
Austin Asset Management Co Inc	NEW	10,574	—	+10,574	—	—	$1.0M	—	2026-10-29
Nemes Rush Group LLC	INCREASED	9,887	9,626	+261	+3%	$953.9K	$972.3K	+$18.4K	2026-11-04
Ferguson Johnson Wealth Management Inc	DECREASED	9,585	10,954	-1,369	-12%	$1.1M	$942.6K	-$142.4K	2026-11-05
Creative Planning	INCREASED	9,524	9,505	+19	+0%	$941.9K	$936.6K	-$5.3K	2026-11-02
Versant Capital Management, Inc	INCREASED	9,471	8,339	+1,132	+14%	$826.4K	$931.4K	+$105.0K	2026-10-02
marrick wealth, LLC	INCREASED	7,722	7,303	+419	+6%	$723.8K	$759.4K	+$35.6K	2026-10-20
Kestra Advisory Services, LLC	DECREASED	6,971	7,331	-360	-5%	$726.5K	$685.5K	-$41.0K	2026-11-02
GEM Asset Management, LLC	INCREASED	6,932	6,709	+223	+3%	$664.9K	$681.7K	+$16.8K	2026-10-13
Creative Capital Management Investments LLC	DECREASED	6,716	7,083	-367	-5%	$701.9K	$660.5K	-$41.5K	2026-10-28
Sage Rhino Capital LLC	INCREASED	6,575	6,522	+53	+1%	$646.3K	$646.6K	+$295	2026-10-28
Meritas Wealth Management, LLC	INCREASED	6,007	5,184	+823	+16%	$513.8K	$590.8K	+$77.0K	2026-10-14
TCI Wealth Advisors, Inc.	DECREASED	5,822	6,122	-300	-5%	$606.7K	$572.6K	-$34.1K	2026-10-30
Shira Ridge Wealth Management	INCREASED	5,813	5,019	+794	+16%	$497.4K	$571.6K	+$74.2K	2026-10-09
Holcombe Financial, Inc.	UNCHANGED	5,551	5,551	0	0%	$550.1K	$545.9K	-$4.2K	2026-10-16
Canvas Wealth Advisors, LLC	INCREASED	5,012	4,824	+188	+4%	$478.1K	$498.7K	+$20.6K	2026-11-02
OceanIQ Capital, LLC	UNCHANGED	4,900	4,900	0	0%	$496.8K	$488.6K	-$8.2K	2026-10-19
Accurate Wealth Management, LLC	INCREASED	4,653	4,425	+228	+5%	$439.2K	$464.0K	+$24.8K	2026-10-20
Barlow Wealth Partners, LLC	UNCHANGED	4,472	4,472	0	0%	$438.6K	$447.5K	+$8.9K	2026-10-15
SAX Wealth Advisors, LLC	INCREASED	4,402	4,382	+20	+0%	$385.7K	$432.9K	+$47.2K	2026-10-13
Aprio Wealth Management, LLC	UNCHANGED	4,322	4,322	0	0%	$428.3K	$425.0K	-$3.3K	2026-10-28
XY Planning Network, Inc.	INCREASED	4,305	2,291	+2,014	+88%	$227.0K	$423.4K	+$196.3K	2026-10-14
Strategic Blueprint, LLC	INCREASED	4,278	4,142	+136	+3%	$410.5K	$420.7K	+$10.2K	2026-10-22
Arlington Financial Advisors, LLC	INCREASED	4,274	3,907	+367	+9%	$387.2K	$420.3K	+$33.1K	2026-10-19
RED Lighthouse Investment Management, LLC	INCREASED	4,268	4,075	+193	+5%	$403.9K	$419.7K	+$15.8K	2026-11-02
Great Point Wealth Advisors, LLC	INCREASED	4,084	4,007	+77	+2%	$397.1K	$401.6K	+$4.5K	2026-10-15
Bayshore Asset Management, LLC	INCREASED	3,710	3,140	+570	+18%	$311.2K	$369.5K	+$58.3K	2026-11-03
Prudent Investor Advisors, LLC	NEW	3,524	—	+3,524	—	—	$346.5K	—	2026-10-22
Fonville Wealth Management LLC	DECREASED	3,476	3,554	-78	-2%	$352.2K	$341.9K	-$10.3K	2026-10-28
EverSource Wealth Advisors, LLC	INCREASED	3,289	2,900	+389	+13%	$287.4K	$323.4K	+$36.0K	2026-11-04
Lido Advisors, LLC	NEW	3,248	—	+3,248	—	—	$319.4K	—	2026-11-04
Private Wealth Management Group, LLC	INCREASED	2,956	2,503	+453	+18%	$248.0K	$290.7K	+$42.6K	2026-10-19
Moneco Advisors, LLC	NEW	2,921	—	+2,921	—	—	$287.2K	—	2026-11-05
Private Trust Co NA	INCREASED	2,851	2,339	+512	+22%	$231.8K	$280.4K	+$48.6K	2026-10-20
Wespac Advisors SoCal, LLC	DECREASED	2,719	2,744	-25	-1%	$271.9K	$267.3K	-$4.5K	2026-10-13
Northwest Wealth Management, LLC	UNCHANGED	2,428	2,428	0	0%	$240.6K	$238.8K	-$1.8K	2026-10-30
Physician Wealth Advisors, Inc.	INCREASED	2,309	2,307	+2	+0%	$228.6K	$227.0K	-$1.6K	2026-10-20
Financial Partners Group, Inc	NEW	2,202	—	+2,202	—	—	$216.6K	—	2026-10-19
Commonwealth Financial Services, LLC	NEW	2,074	—	+2,074	—	—	$204.0K	—	2026-10-20
Mosley Wealth Management	INCREASED	1,391	1,311	+80	+6%	$129.9K	$138.1K	+$8.2K	2026-10-16
Team Financial Group, LLC	NEW	1,135	—	+1,135	—	—	$111.6K	—	2026-10-30
Fiduciary Advisors, Inc.	INCREASED	1,036	154	+882	+573%	$15.2K	$101.9K	+$86.7K	2026-10-16
Elevation Wealth Partners, LLC	INCREASED	884	881	+3	+0%	$87.3K	$87.0K	-$380	2026-10-07
Moisand Fitzgerald Tamayo, LLC	INCREASED	757	749	+8	+1%	$74.2K	$74.4K	+$218	2026-10-15
Torren Management, LLC	INCREASED	436	434	+2	+0%	$43.0K	$42.9K	-$188	2026-10-29
Signaturefd, LLC	INCREASED	225	201	+24	+12%	$19.9K	$22.1K	+$2.2K	2026-10-23
Prudent Man Investment Management, Inc.	UNCHANGED	169	169	0	0%	$14.5K	$16.6K	+$2.1K	2026-11-03
Navigoe, LLC	UNCHANGED	155	155	0	0%	$15	$15	$0	2026-11-04
SJS Investment Consulting Inc.	INCREASED	119	19	+100	+526%	$1.9K	$11.7K	+$9.8K	2026-10-26
Elevate Wealth Advisory, Inc	INCREASED	117	114	+3	+3%	$11.3K	$11.5K	+$209	2026-10-29
Essential Partners LLC	UNCHANGED	111	111	0	0%	$11.0K	$10.9K	-$84	2026-10-14
Kings Path Partners LLC	UNCHANGED	90	90	0	0%	$8.9K	$8.9K	-$68	2026-10-21
Burk Holdings LLC	INCREASED	79	58	+21	+36%	$5.7K	$7.8K	+$2.0K	2026-11-05
Global Trust Asset Management, LLC	UNCHANGED	38	38	0	0%	$3.8K	$3.7K	-$29	2026-10-19
Signature Resources Capital Management, LLC	UNCHANGED	1	1	0	0%	$99	$98	-$1	2026-10-16
AQR Capital Management LLC	N/A	—	108,276	-108,276	-100%	$10.7M	—	—	—
IEQ Capital, LLC	N/A	—	100,131	-100,131	-100%	$9.9M	—	—	—
LPL Financial LLC	N/A	—	94,256	-94,256	-100%	$9.3M	—	—	—
FMB Wealth Management	N/A	—	62,065	-62,065	-100%	$6.2M	—	—	—
Cogent Private Wealth, Inc.	N/A	—	51,846	-51,846	-100%	$5.1M	—	—	—
Cresset Asset Management, LLC	N/A	—	51,619	-51,619	-100%	$5.1M	—	—	—
Werba Rubin Papier Wealth Management	N/A	—	45,424	-45,424	-100%	$4.5M	—	—	—
Savant Capital, LLC	N/A	—	38,733	-38,733	-100%	$3.8M	—	—	—
CreativeOne Wealth, LLC	N/A	—	35,784	-35,784	-100%	$3.5M	—	—	—
Betterment LLC	N/A	—	29,116	-29,116	-100%	$2.9M	—	—	—
Magnolia Private Wealth, LLC	N/A	—	25,230	-25,230	-100%	$2.5M	—	—	—
WCG Wealth Advisors LLC	N/A	—	24,015	-24,015	-100%	$2.4M	—	—	—
Integrity Wealth Solutions LLC	N/A	—	20,692	-20,692	-100%	$2.1M	—	—	—
Curio Wealth, LLC	N/A	—	19,674	-19,674	-100%	$1.9M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	17,700	-17,700	-100%	$1.8M	—	—	—
Mercer Global Advisors Inc	N/A	—	16,013	-16,013	-100%	$1.6M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	14,699	-14,699	-100%	$1.5M	—	—	—
Financial Plan, Inc.	N/A	—	14,323	-14,323	-100%	$1.4M	—	—	—
Equitable Holdings, Inc.	N/A	—	10,776	-10,776	-100%	$1.1M	—	—	—
Advisory Services Network, LLC	N/A	—	9,377	-9,377	-100%	$929.3K	—	—	—
Vawter Financial, Ltd.	N/A	—	8,944	-8,944	-100%	$886.4K	—	—	—
Savvy Advisors, Inc.	N/A	—	7,734	-7,734	-100%	$766.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,640	-7,640	-100%	$757.1K	—	—	—
Eaton-Cambridge Inc.	N/A	—	7,410	-7,410	-100%	$734.3K	—	—	—
AE Wealth Management LLC	N/A	—	6,982	-6,982	-100%	$691.9K	—	—	—
Steffes Financial, Ltd.	N/A	—	5,615	-5,615	-100%	$556.4K	—	—	—
HighTower Advisors, LLC	N/A	—	5,539	-5,539	-100%	$548.9K	—	—	—
Foster & Motley Inc	N/A	—	5,389	-5,389	-100%	$534.0K	—	—	—
CIBC World Market Inc.	N/A	—	5,217	-5,217	-100%	$517.0K	—	—	—
Stifel Financial Corp	N/A	—	5,178	-5,178	-100%	$513.4K	—	—	—
Jane Street Group, LLC	N/A	—	4,575	-4,575	-100%	$453.4K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	4,433	-4,433	-100%	$439.3K	—	—	—
Collaborative Wealth Managment Inc.	N/A	—	4,336	-4,336	-100%	$429.7K	—	—	—
BCR Wealth Strategies, LLC	N/A	—	4,234	-4,234	-100%	$419.0K	—	—	—
Parkwoods Wealth Partners, LLC	N/A	—	3,629	-3,629	-100%	$359.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	3,404	-3,404	-100%	$337.3K	—	—	—
Modern Wealth Management, LLC	N/A	—	3,357	-3,357	-100%	$332.7K	—	—	—
JPMorgan Chase & Co	N/A	—	3,202	-3,202	-100%	$316.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,187	-3,187	-100%	$316.7K	—	—	—
McCartney Wealth Management LLC	N/A	—	2,947	-2,947	-100%	$292.0K	—	—	—
BWM Planning, LLC	N/A	—	2,875	-2,875	-100%	$284.9K	—	—	—
Annandale Capital, LLC	N/A	—	2,695	-2,695	-100%	$267.0K	—	—	—
Vista Capital Partners, Inc.	N/A	—	2,687	-2,687	-100%	$266.3K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	2,604	-2,604	-100%	$258.1K	—	—	—
Oak Wealth Advisors LLC	N/A	—	2,434	-2,434	-100%	$241.2K	—	—	—
MML Investors Services, LLC	N/A	—	2,428	-2,428	-100%	$240.6K	—	—	—
Focus Partners Wealth	N/A	—	2,297	-2,297	-100%	$227.6K	—	—	—
Tillman Hartley LLC	N/A	—	2,251	-2,251	-100%	$223.1K	—	—	—
Merit Financial Group, LLC	N/A	—	2,240	-2,240	-100%	$222.0K	—	—	—
Hill Investment Group Partners, LLC	N/A	—	2,189	-2,189	-100%	$217.0K	—	—	—
Magnolia Capital Advisors LLC	N/A	—	2,185	-2,185	-100%	$216.5K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	2,110	-2,110	-100%	$209.1K	—	—	—
Henrickson Nauta Wealth Advisors, Inc.	N/A	—	2,104	-2,104	-100%	$208.5K	—	—	—
Allworth Financial LP	N/A	—	1,864	-1,864	-100%	$184.7K	—	—	—
Allied Private Wealth LLC	N/A	—	1,674	-1,674	-100%	$164.3K	—	—	—
LRI Investments, LLC	N/A	—	1,451	-1,451	-100%	$143.8K	—	—	—
Orion Capital Management LLC	N/A	—	1,293	-1,293	-100%	$128.1K	—	—	—
Valued Wealth Advisors LLC	N/A	—	1,065	-1,065	-100%	$105.5K	—	—	—
Arax Advisory Partners	N/A	—	680	-680	-100%	$67.3K	—	—	—
Wells Fargo & Company	N/A	—	556	-556	-100%	$55.1K	—	—	—
Continuum Advisory, LLC	N/A	—	421	-421	-100%	$41.7K	—	—	—
Royal Bank of Canada	N/A	—	396	-396	-100%	$39.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	358	-358	-100%	$35.5K	—	—	—
Vanguard Advisers Inc	N/A	—	220	-220	-100%	$21.8K	—	—	—
Atomic Invest LLC	N/A	—	210	-210	-100%	$20.7K	—	—	—
CVA Family Office, LLC	N/A	—	189	-189	-100%	$18.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	178	-178	-100%	$17.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	164	-164	-100%	$16.3K	—	—	—
Morris Financial Concepts, Inc.	N/A	—	152	-152	-100%	$15.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	141	-141	-100%	$14.0K	—	—	—
Bank of Montreal	N/A	—	55	-55	-100%	$5.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	38	-38	-100%	$3.8K	—	—	—
Morgan Stanley	N/A	—	5	-5	-100%	$527	—	—	—
Hantz Financial Services, Inc.	N/A	—	1	-1	-100%	$0	—	—	—

Showing 169 of 169 institutions