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Avantis Real Estate ETF (AVRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares614,866 from 578,807
Change+36,059 (+6%)
Value$27.3M (-$154.6K)
Filed 2026-11-06
Quantum Financial Advisors, LLC
INCREASED
Shares498,980 from 455,253
Change+43,727 (+10%)
Value$22.1M (+$559.9K)
Filed 2026-11-03
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares396,972 from 384,164
Change+12,808 (+3%)
Value$17.6M (-$596.0K)
Filed 2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares391,743 from 373,415
Change+18,328 (+5%)
Value$17.4M (-$318.6K)
Filed 2026-11-02
BetterWealth, LLC
INCREASED
Shares354,130 from 347,592
Change+6,538 (+2%)
Value$15.7M (-$763.2K)
Filed 2026-10-15
Prairiewood Capital, LLC
INCREASED
Shares342,425 from 318,858
Change+23,567 (+7%)
Value$15.2M (+$79.1K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares293,287 from 285,497
Change+7,790 (+3%)
Value$13.0M (-$519.6K)
Filed 2026-10-19
Three Arch Wealth Management LLC
INCREASED
Shares278,354 from 264,363
Change+13,991 (+5%)
Value$12.3M (-$180.6K)
Filed 2026-10-20
Physician Wealth Solutions Inc.
DECREASED
Shares266,862 from 283,674
Change-16,812 (-6%)
Value$11.8M (-$1.6M)
Filed 2026-10-14
Equita Financial Network, Inc.
INCREASED
Shares223,843 from 217,767
Change+6,076 (+3%)
Value$9.9M (-$390.4K)
Filed 2026-10-19
Quarry Hill Advisors, LLC
INCREASED
Shares183,188 from 173,097
Change+10,091 (+6%)
Value$8.1M (-$76.9K)
Filed 2026-11-04
Level Financial Advisors
INCREASED
Shares175,139 from 173,162
Change+1,977 (+1%)
Value$7.8M (-$437.0K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares159,124 from 144,563
Change+14,561 (+10%)
Value$7.1M (+$208.0K)
Filed 2026-10-26
Leading Edge Financial Planning LLC
DECREASED
Shares153,130 from 264,621
Change-111,491 (-42%)
Value$6.8M (-$5.7M)
Filed 2026-10-23
Vestment Financial LLC
INCREASED
Shares152,574 from 151,508
Change+1,066 (+1%)
Value$6.7M (-$545.8K)
Filed 2026-10-13
Hill Island Financial LLC
NEW
Shares143,522
Change+143,522
Value$6.4M
Filed 2026-10-20
LAM Group, Inc.
INCREASED
Shares141,500 from 134,940
Change+6,560 (+5%)
Value$6.3M (-$117.9K)
Filed 2026-10-26
Strategic Blueprint, LLC
INCREASED
Shares133,785 from 131,354
Change+2,431 (+2%)
Value$5.9M (-$290.2K)
Filed 2026-10-22
Collective Family Office LLC
INCREASED
Shares129,105 from 126,364
Change+2,741 (+2%)
Value$5.7M (-$261.3K)
Filed 2026-10-05
Savant Capital, LLC
INCREASED
Shares116,618 from 115,904
Change+714 (+1%)
Value$5.2M (-$319.5K)
Filed 2026-11-06
Austin Wealth Management, LLC
INCREASED
Shares108,332 from 106,113
Change+2,219 (+2%)
Value$4.8M (-$434.1K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares105,521 from 103,431
Change+2,090 (+2%)
Value$4.8M (-$219.9K)
Filed 2026-10-27
Simplicity Wealth,LLC
DECREASED
Shares96,377 from 116,749
Change-20,372 (-17%)
Value$4.3M (-$1.3M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares87,709 from 84,291
Change+3,418 (+4%)
Value$3.9M (-$103.8K)
Filed 2026-10-21
Networth Advisors, LLC
INCREASED
Shares81,848 from 79,140
Change+2,708 (+3%)
Value$3.6M (-$119.7K)
Filed 2026-11-03
Valued Wealth Advisors LLC
DECREASED
Shares78,471 from 97,930
Change-19,459 (-20%)
Value$3.5M (-$1.2M)
Filed 2026-11-05
Sprinkle Financial Consultants LLC
INCREASED
Shares73,868 from 62,091
Change+11,777 (+19%)
Value$3.3M (+$334.3K)
Filed 2026-10-09
Burk Holdings LLC
INCREASED
Shares71,433 from 69,350
Change+2,083 (+3%)
Value$3.2M (-$117.8K)
Filed 2026-11-05
Haven Private, LLC
INCREASED
Shares64,342 from 48,491
Change+15,851 (+33%)
Value$2.9M (+$556.1K)
Filed 2026-10-27
RED Lighthouse Investment Management, LLC
INCREASED
Shares55,927 from 55,498
Change+429 (+1%)
Value$2.5M (-$149.1K)
Filed 2026-11-02
marrick wealth, LLC
INCREASED
Shares55,845 from 53,531
Change+2,314 (+4%)
Value$2.5M (-$59.6K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares55,451 from 49,376
Change+6,075 (+12%)
Value$2.5M (+$119.8K)
Filed 2026-11-02
WMG Financial Advisors, LLC
UNCHANGED
Shares54,616 from 54,616
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-28
Blvd Private Wealth, LLC
INCREASED
Shares44,325 from 42,669
Change+1,656 (+4%)
Value$2.0M (-$55.9K)
Filed 2026-10-14
DBK Financial Counsel, LLC
INCREASED
Shares44,253 from 44,247
Change+6 (+0%)
Value$2.0M (-$133.8K)
Filed 2026-10-13
Entrewealth, LLC
INCREASED
Shares41,850 from 38,149
Change+3,701 (+10%)
Value$1.9M (+$9.1K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
INCREASED
Shares37,591 from 33,719
Change+3,872 (+11%)
Value$1.7M (+$69.6K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares37,423 from 41,993
Change-4,570 (-11%)
Value$1.7M (-$329.9K)
Filed 2026-10-21
Life Planning Partners, Inc
DECREASED
Shares35,331 from 38,336
Change-3,005 (-8%)
Value$1.6M (-$249.4K)
Filed 2026-10-28
Rockwood Wealth Management, LLC
INCREASED
Shares35,264 from 34,924
Change+340 (+1%)
Value$1.6M (-$90.7K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares32,748 from 25,252
Change+7,496 (+30%)
Value$1.5M (+$256.0K)
Filed 2026-10-08
Aprio Wealth Management, LLC
DECREASED
Shares32,212 from 58,561
Change-26,349 (-45%)
Value$1.4M (-$1.3M)
Filed 2026-10-28
Forum Financial Management, LP
INCREASED
Shares31,954 from 31,009
Change+945 (+3%)
Value$1.4M (-$52.0K)
Filed 2026-10-16
Flagstone Financial Management
INCREASED
Shares30,762 from 29,006
Change+1,756 (+6%)
Value$1.4M (-$10.0K)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
INCREASED
Shares29,657 from 24,615
Change+5,042 (+20%)
Value$1.3M (+$149.0K)
Filed 2026-10-30
Apella Capital, LLC
INCREASED
Shares29,445 from 29,266
Change+179 (+1%)
Value$1.3M (-$121.2K)
Filed 2026-10-08
CoreCap Advisors, LLC
DECREASED
Shares27,595 from 29,671
Change-2,076 (-7%)
Value$1.2M (-$182.0K)
Filed 2026-10-08
Creative Planning
DECREASED
Shares27,535 from 28,080
Change-545 (-2%)
Value$1.2M (-$109.3K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
INCREASED
Shares26,740 from 25,174
Change+1,566 (+6%)
Value$1.2M (-$6.8K)
Filed 2026-10-14
B&D White Capital Company, LLC
INCREASED
Shares24,298 from 24,079
Change+219 (+1%)
Value$1.1M (-$63.3K)
Filed 2026-11-02
Bayshore Asset Management, LLC
INCREASED
Shares22,537 from 21,408
Change+1,129 (+5%)
Value$1.0M (-$5.1K)
Filed 2026-11-03
Cogent Private Wealth, Inc.
INCREASED
Shares19,864 from 18,660
Change+1,204 (+6%)
Value$881.0K (-$3.1K)
Filed 2026-11-06
Torren Management, LLC
INCREASED
Shares19,169 from 16,794
Change+2,375 (+14%)
Value$850.1K (+$54.5K)
Filed 2026-10-29
Avant Financial Advisors LLC
INCREASED
Shares18,041 from 17,620
Change+421 (+2%)
Value$800.1K (-$34.7K)
Filed 2026-11-02
SeedSafe Financial LLC
DECREASED
Shares15,723 from 17,944
Change-2,221 (-12%)
Value$697.3K (-$152.9K)
Filed 2026-11-02
Endeavor Private Wealth, Inc.
INCREASED
Shares15,343 from 14,063
Change+1,280 (+9%)
Value$680.4K (+$14.1K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares14,128 from 13,618
Change+510 (+4%)
Value$626.6K (-$18.6K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED
Shares13,391 from 944
Change+12,447 (+1319%)
Value$593.9K (+$549.2K)
Filed 2026-10-15
Parkshore Wealth Management, Inc.
DECREASED
Shares13,169 from 13,609
Change-440 (-3%)
Value$584.1K (-$60.7K)
Filed 2026-10-13
Poinciana Advisors Group, LLC
DECREASED
Shares12,649 from 15,144
Change-2,495 (-16%)
Value$561.0K (-$156.5K)
Filed 2026-11-06
Tortoise Investment Management, LLC
INCREASED
Shares11,910 from 6,410
Change+5,500 (+86%)
Value$528.2K (+$224.5K)
Filed 2026-11-06
Morton Brown Family Wealth, LLC
DECREASED
Shares9,748 from 9,803
Change-55 (-1%)
Value$432.3K (-$32.1K)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares9,624 from 13,620
Change-3,996 (-29%)
Value$426.8K (-$218.5K)
Filed 2026-10-28
Ariadne Wealth Management, LP
INCREASED
Shares9,459 from 9,437
Change+22 (+0%)
Value$419.5K (-$27.6K)
Filed 2026-11-06
Andrews, Lucia Wealth Management LLC
INCREASED
Shares9,328 from 9,250
Change+78 (+1%)
Value$413.7K (-$24.5K)
Filed 2026-11-02
Indivisible Partners
NEW
Shares8,644
Change+8,644
Value$383.4K
Filed 2026-10-26
Evanson Financial, LLC
INCREASED
Shares5,947 from 5,912
Change+35 (+1%)
Value$263.7K (-$16.4K)
Filed 2026-10-23
Global Trust Wealth Management LLC
UNCHANGED
Shares5,947 from 5,947
Change0 (0%)
Value$263.7K (-$18.0K)
Filed 2026-10-14
McMill Wealth Management
NEW
Shares5,934
Change+5,934
Value$263.2K
Filed 2026-11-05
Abacus Planning Group, Inc.
DECREASED
Shares5,523 from 5,670
Change-147 (-3%)
Value$245.0K (-$23.7K)
Filed 2026-11-02
Willow Creek Wealth Management Inc.
DECREASED
Shares5,340 from 8,217
Change-2,877 (-35%)
Value$236.8K (-$152.5K)
Filed 2026-10-26
Ridgeline Wealth, LLC
NEW
Shares4,809
Change+4,809
Value$215.4K
Filed 2026-10-14
Ares Financial Consulting, LLC
DECREASED
Shares3,696 from 6,046
Change-2,350 (-39%)
Value$163.9K (-$122.5K)
Filed 2026-10-19
RHL Group, LLC
INCREASED
Shares2,498 from 1,726
Change+772 (+45%)
Value$110.8K (+$29.7K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares1,994 from 2,210
Change-216 (-10%)
Value$88.4K (-$16.3K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares772
Change+772
Value$34.2K
Filed 2026-10-21
PFC Capital Group, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$22.2K (+$22.2K)
Filed 2026-11-06
SJS Investment Consulting Inc.
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$19.2K (-$1.3K)
Filed 2026-10-26
Creative Capital Management Investments LLC
DECREASED
Shares385 from 565
Change-180 (-32%)
Value$17.1K (-$9.7K)
Filed 2026-10-28
Kingdom Financial Group Llc.
INCREASED
Shares325 from 322
Change+3 (+1%)
Value$14.4K (-$853)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares298
Change+298
Value$13.2K
Filed 2026-10-15
Evolution Wealth Management Inc.
DECREASED
Shares223 from 278
Change-55 (-20%)
Value$9.9K (-$3.3K)
Filed 2026-10-28
Reap Financial Group, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$9.2K (-$630)
Filed 2026-11-02
JFS Wealth Advisors, LLC
INCREASED
Shares182 from 180
Change+2 (+1%)
Value$8.1K (-$476)
Filed 2026-11-03
True Wealth Design, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$7.3K (-$500)
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$5.1K (-$349)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.3K (-$158)
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$266 (-$18)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$147 (-$9)
Filed 2026-11-05
Fifth Third Securities, Inc.
CLOSED
Shares0 from 15,309
Change-15,309 (-100%)
Value$0 (-$725.3K)
Filed 2026-10-21
Diversified Portfolios, Inc.
CLOSED
Shares0 from 12,912
Change-12,912 (-100%)
Value$0 (-$611.8K)
Filed 2026-11-04
Merit Financial Group, LLC
CLOSED
Shares0 from 4,479
Change-4,479 (-100%)
Value$0 (-$212.2K)
Filed 2026-11-06
Tandemgrowth Financial Advisors LLC
CLOSED
Shares0 from 4,409
Change-4,409 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-05
UMB Bank, n.a.
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares0 from 0
Change0
Value$23 ($0)
Filed 2026-11-06
Empowered Funds, LLC
N/A
Shares— from 1,191,067
Change-1,191,067 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,031,592
Change-1,031,592 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 810,539
Change-810,539 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 797,049
Change-797,049 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 619,231
Change-619,231 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 365,402
Change-365,402 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 311,435
Change-311,435 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 289,183
Change-289,183 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 275,963
Change-275,963 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 248,305
Change-248,305 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 197,395
Change-197,395 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 144,001
Change-144,001 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 110,303
Change-110,303 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 104,773
Change-104,773 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 89,648
Change-89,648 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 83,714
Change-83,714 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 78,615
Change-78,615 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 68,393
Change-68,393 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 61,378
Change-61,378 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 56,224
Change-56,224 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 46,091
Change-46,091 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 42,019
Change-42,019 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 40,615
Change-40,615 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 40,210
Change-40,210 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 34,818
Change-34,818 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 32,677
Change-32,677 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 29,797
Change-29,797 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 27,688
Change-27,688 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 27,059
Change-27,059 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 22,272
Change-22,272 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 18,849
Change-18,849 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,392
Change-18,392 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 18,148
Change-18,148 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,462
Change-17,462 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 16,419
Change-16,419 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,597
Change-15,597 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,370
Change-15,370 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,130
Change-15,130 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 14,543
Change-14,543 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 8,367
Change-8,367 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 7,887
Change-7,887 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 5,924
Change-5,924 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,389
Change-5,389 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 812
Change-812 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 245
Change-245 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
LPL Financial LLC
INCREASED614,866578,807+36,059+6%$27.4M$27.3M-$154.6K2026-11-06
Quantum Financial Advisors, LLC
INCREASED498,980455,253+43,727+10%$21.6M$22.1M+$559.9K2026-11-03
ShankerValleau Wealth Advisors, Inc.
INCREASED396,972384,164+12,808+3%$18.2M$17.6M-$596.0K2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED391,743373,415+18,328+5%$17.7M$17.4M-$318.6K2026-11-02
BetterWealth, LLC
INCREASED354,130347,592+6,538+2%$16.5M$15.7M-$763.2K2026-10-15
Prairiewood Capital, LLC
INCREASED342,425318,858+23,567+7%$15.1M$15.2M+$79.1K2026-10-16
LexAurum Advisors, LLC
INCREASED293,287285,497+7,790+3%$13.5M$13.0M-$519.6K2026-10-19
Three Arch Wealth Management LLC
INCREASED278,354264,363+13,991+5%$12.5M$12.3M-$180.6K2026-10-20
Physician Wealth Solutions Inc.
DECREASED266,862283,674-16,812-6%$13.4M$11.8M-$1.6M2026-10-14
Equita Financial Network, Inc.
INCREASED223,843217,767+6,076+3%$10.3M$9.9M-$390.4K2026-10-19
Quarry Hill Advisors, LLC
INCREASED183,188173,097+10,091+6%$8.2M$8.1M-$76.9K2026-11-04
Level Financial Advisors
INCREASED175,139173,162+1,977+1%$8.2M$7.8M-$437.0K2026-10-13
Park Avenue Securities LLC
INCREASED159,124144,563+14,561+10%$6.8M$7.1M+$208.0K2026-10-26
Leading Edge Financial Planning LLC
DECREASED153,130264,621-111,491-42%$12.5M$6.8M-$5.7M2026-10-23
Vestment Financial LLC
INCREASED152,574151,508+1,066+1%$7.2M$6.7M-$545.8K2026-10-13
Hill Island Financial LLC
NEW143,522—+143,522——$6.4M—2026-10-20
LAM Group, Inc.
INCREASED141,500134,940+6,560+5%$6.4M$6.3M-$117.9K2026-10-26
Strategic Blueprint, LLC
INCREASED133,785131,354+2,431+2%$6.2M$5.9M-$290.2K2026-10-22
Collective Family Office LLC
INCREASED129,105126,364+2,741+2%$6.0M$5.7M-$261.3K2026-10-05
Savant Capital, LLC
INCREASED116,618115,904+714+1%$5.5M$5.2M-$319.5K2026-11-06
Austin Wealth Management, LLC
INCREASED108,332106,113+2,219+2%$5.2M$4.8M-$434.1K2026-11-06
Chicago Partners Investment Group LLC
INCREASED105,521103,431+2,090+2%$5.0M$4.8M-$219.9K2026-10-27
Simplicity Wealth,LLC
DECREASED96,377116,749-20,372-17%$5.5M$4.3M-$1.3M2026-10-23
Wealthcare Advisory Partners LLC
INCREASED87,70984,291+3,418+4%$4.0M$3.9M-$103.8K2026-10-21
Networth Advisors, LLC
INCREASED81,84879,140+2,708+3%$3.7M$3.6M-$119.7K2026-11-03
Valued Wealth Advisors LLC
DECREASED78,47197,930-19,459-20%$4.6M$3.5M-$1.2M2026-11-05
Sprinkle Financial Consultants LLC
INCREASED73,86862,091+11,777+19%$2.9M$3.3M+$334.3K2026-10-09
Burk Holdings LLC
INCREASED71,43369,350+2,083+3%$3.3M$3.2M-$117.8K2026-11-05
Haven Private, LLC
INCREASED64,34248,491+15,851+33%$2.3M$2.9M+$556.1K2026-10-27
RED Lighthouse Investment Management, LLC
INCREASED55,92755,498+429+1%$2.6M$2.5M-$149.1K2026-11-02
marrick wealth, LLC
INCREASED55,84553,531+2,314+4%$2.5M$2.5M-$59.6K2026-10-20
Commonwealth Equity Services, LLC
INCREASED55,45149,376+6,075+12%$2.3M$2.5M+$119.8K2026-11-02
WMG Financial Advisors, LLC
UNCHANGED54,61654,61600%$2.6M$2.6M$02026-10-28
Blvd Private Wealth, LLC
INCREASED44,32542,669+1,656+4%$2.0M$2.0M-$55.9K2026-10-14
DBK Financial Counsel, LLC
INCREASED44,25344,247+6+0%$2.1M$2.0M-$133.8K2026-10-13
Entrewealth, LLC
INCREASED41,85038,149+3,701+10%$1.8M$1.9M+$9.1K2026-10-14
Werba Rubin Papier Wealth Management
INCREASED37,59133,719+3,872+11%$1.6M$1.7M+$69.6K2026-11-06
Axxcess Wealth Management, LLC
DECREASED37,42341,993-4,570-11%$2.0M$1.7M-$329.9K2026-10-21
Life Planning Partners, Inc
DECREASED35,33138,336-3,005-8%$1.8M$1.6M-$249.4K2026-10-28
Rockwood Wealth Management, LLC
INCREASED35,26434,924+340+1%$1.7M$1.6M-$90.7K2026-10-27
Farther Finance Advisors, LLC
INCREASED32,74825,252+7,496+30%$1.2M$1.5M+$256.0K2026-10-08
Aprio Wealth Management, LLC
DECREASED32,21258,561-26,349-45%$2.8M$1.4M-$1.3M2026-10-28
Forum Financial Management, LP
INCREASED31,95431,009+945+3%$1.5M$1.4M-$52.0K2026-10-16
Flagstone Financial Management
INCREASED30,76229,006+1,756+6%$1.4M$1.4M-$10.0K2026-11-05
TCI Wealth Advisors, Inc.
INCREASED29,65724,615+5,042+20%$1.2M$1.3M+$149.0K2026-10-30
Apella Capital, LLC
INCREASED29,44529,266+179+1%$1.4M$1.3M-$121.2K2026-10-08
CoreCap Advisors, LLC
DECREASED27,59529,671-2,076-7%$1.4M$1.2M-$182.0K2026-10-08
Creative Planning
DECREASED27,53528,080-545-2%$1.3M$1.2M-$109.3K2026-11-02
SC&H Financial Advisors, Inc.
INCREASED26,74025,174+1,566+6%$1.2M$1.2M-$6.8K2026-10-14
B&D White Capital Company, LLC
INCREASED24,29824,079+219+1%$1.1M$1.1M-$63.3K2026-11-02
Bayshore Asset Management, LLC
INCREASED22,53721,408+1,129+5%$1.0M$1.0M-$5.1K2026-11-03
Cogent Private Wealth, Inc.
INCREASED19,86418,660+1,204+6%$884.1K$881.0K-$3.1K2026-11-06
Torren Management, LLC
INCREASED19,16916,794+2,375+14%$795.7K$850.1K+$54.5K2026-10-29
Avant Financial Advisors LLC
INCREASED18,04117,620+421+2%$834.8K$800.1K-$34.7K2026-11-02
SeedSafe Financial LLC
DECREASED15,72317,944-2,221-12%$850.2K$697.3K-$152.9K2026-11-02
Endeavor Private Wealth, Inc.
INCREASED15,34314,063+1,280+9%$666.3K$680.4K+$14.1K2026-11-05
Kestra Advisory Services, LLC
INCREASED14,12813,618+510+4%$645.2K$626.6K-$18.6K2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED13,391944+12,447+1319%$44.7K$593.9K+$549.2K2026-10-15
Parkshore Wealth Management, Inc.
DECREASED13,16913,609-440-3%$644.8K$584.1K-$60.7K2026-10-13
Poinciana Advisors Group, LLC
DECREASED12,64915,144-2,495-16%$717.5K$561.0K-$156.5K2026-11-06
Tortoise Investment Management, LLC
INCREASED11,9106,410+5,500+86%$303.7K$528.2K+$224.5K2026-11-06
Morton Brown Family Wealth, LLC
DECREASED9,7489,803-55-1%$464.5K$432.3K-$32.1K2026-10-23
Modera Wealth Management, LLC
DECREASED9,62413,620-3,996-29%$645.3K$426.8K-$218.5K2026-10-28
Ariadne Wealth Management, LP
INCREASED9,4599,437+22+0%$447.1K$419.5K-$27.6K2026-11-06
Andrews, Lucia Wealth Management LLC
INCREASED9,3289,250+78+1%$438.3K$413.7K-$24.5K2026-11-02
Indivisible Partners
NEW8,644—+8,644——$383.4K—2026-10-26
Evanson Financial, LLC
INCREASED5,9475,912+35+1%$280.1K$263.7K-$16.4K2026-10-23
Global Trust Wealth Management LLC
UNCHANGED5,9475,94700%$281.8K$263.7K-$18.0K2026-10-14
McMill Wealth Management
NEW5,934—+5,934——$263.2K—2026-11-05
Abacus Planning Group, Inc.
DECREASED5,5235,670-147-3%$268.6K$245.0K-$23.7K2026-11-02
Willow Creek Wealth Management Inc.
DECREASED5,3408,217-2,877-35%$389.3K$236.8K-$152.5K2026-10-26
Ridgeline Wealth, LLC
NEW4,809—+4,809——$215.4K—2026-10-14
Ares Financial Consulting, LLC
DECREASED3,6966,046-2,350-39%$286.5K$163.9K-$122.5K2026-10-19
RHL Group, LLC
INCREASED2,4981,726+772+45%$81.1K$110.8K+$29.7K2026-11-04
Lloyd Advisory Services, Llc.
DECREASED1,9942,210-216-10%$104.7K$88.4K-$16.3K2026-11-02
Root Financial Partners, LLC
NEW772—+772——$34.2K—2026-10-21
PFC Capital Group, Inc.
UNCHANGED50050000%$23$22.2K+$22.2K2026-11-06
SJS Investment Consulting Inc.
UNCHANGED43243200%$20.5K$19.2K-$1.3K2026-10-26
Creative Capital Management Investments LLC
DECREASED385565-180-32%$26.8K$17.1K-$9.7K2026-10-28
Kingdom Financial Group Llc.
INCREASED325322+3+1%$15.3K$14.4K-$8532026-11-04
Blue Trust, Inc.
NEW298—+298——$13.2K—2026-10-15
Evolution Wealth Management Inc.
DECREASED223278-55-20%$13.2K$9.9K-$3.3K2026-10-28
Reap Financial Group, LLC
UNCHANGED20820800%$9.9K$9.2K-$6302026-11-02
JFS Wealth Advisors, LLC
INCREASED182180+2+1%$8.5K$8.1K-$4762026-11-03
True Wealth Design, LLC
UNCHANGED16516500%$7.8K$7.3K-$5002026-10-13
Private Trust Co NA
UNCHANGED11511500%$5.4K$5.1K-$3492026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED525200%$2.5K$2.3K-$1582026-11-02
Signature Resources Capital Management, LLC
UNCHANGED6600%$284$266-$182026-10-16
Larson Financial Group LLC
UNCHANGED3300%$156$147-$92026-11-05
Fifth Third Securities, Inc.
CLOSED015,309-15,309-100%$725.3K$0-$725.3K2026-10-21
Diversified Portfolios, Inc.
CLOSED012,912-12,912-100%$611.8K$0-$611.8K2026-11-04
Merit Financial Group, LLC
CLOSED04,479-4,479-100%$212.2K$0-$212.2K2026-11-06
Tandemgrowth Financial Advisors LLC
CLOSED04,409-4,409-100%$208.9K$0-$208.9K2026-11-05
UMB Bank, n.a.
CLOSED0114-114-100%$5.4K$0-$5.4K2026-11-06
Hazlett, Burt & Watson, Inc.
CLOSED013-13-100%$1$0-$12026-11-04
Allworth Financial LP
UNCHANGED000—$23$23$02026-11-06
Empowered Funds, LLC
N/A—1,191,067-1,191,067-100%$56.4M———
Sequoia Financial Advisors, LLC
N/A—1,031,592-1,031,592-100%$48.9M———
American Century Companies Inc
N/A—810,539-810,539-100%$38.4M———
Financial Plan, Inc.
N/A—797,049-797,049-100%$37.8M———
Nicolet Bankshares Inc
N/A—619,231-619,231-100%$29.5M———
Hill Investment Group Partners, LLC
N/A—365,402-365,402-100%$17.3M———
Capstone Financial Advisors, Inc.
N/A—311,435-311,435-100%$14.8M———
Seaside Wealth Management, Inc.
N/A—289,183-289,183-100%$13.7M———
Envestnet Asset Management Inc
N/A—275,963-275,963-100%$13.1M———
Focus Partners Wealth
N/A—248,305-248,305-100%$11.8M———
WorthPointe, LLC
N/A—197,395-197,395-100%$9.4M———
Sentinel Wealth Management, Inc.
N/A—144,001-144,001-100%$6.8M———
HTG Investment Advisors, Inc.
N/A—110,303-110,303-100%$5.2M———
Cerity Partners LLC
N/A—104,773-104,773-100%$5.0M———
OneDigital Investment Advisors LLC
N/A—89,648-89,648-100%$4.2M———
Focus Partners Advisor Solutions, LLC
N/A—83,714-83,714-100%$4.0M———
MML Investors Services, LLC
N/A—78,615-78,615-100%$3.7M———
Beaird Harris Wealth Management, LLC
N/A—68,393-68,393-100%$3.2M———
Arcadia Wealth Management, Inc.
N/A—61,378-61,378-100%$2.9M———
AE Wealth Management LLC
N/A—56,224-56,224-100%$2.7M———
Cardiff Park Advisors, LLC
N/A—46,091-46,091-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—42,019-42,019-100%$2.0M———
AQR Capital Management LLC
N/A—40,615-40,615-100%$1.9M———
JPMorgan Chase & Co
N/A—40,210-40,210-100%$1.9M———
PCG Wealth Advisors, LLC
N/A—34,818-34,818-100%$1.6M———
Pacific Life Fund Advisors LLC
N/A—32,677-32,677-100%$1.5M———
GeoWealth Management, LLC
N/A—29,797-29,797-100%$1.4M———
Empire Financial Management Company, LLC
N/A—27,688-27,688-100%$1.3M———
Mercer Global Advisors Inc
N/A—27,059-27,059-100%$1.3M———
Satovsky Asset Management LLC
N/A—22,272-22,272-100%$1.1M———
Sanchez Levi Garrett
N/A—18,849-18,849-100%$893.0K———
Osaic Holdings, Inc.
N/A—18,392-18,392-100%$871.4K———
Baird Financial Group, Inc.
N/A—18,148-18,148-100%$859.9K———
Ameritas Advisory Services, LLC
N/A—17,462-17,462-100%$827.3K———
MB Generational Wealth, LLC
N/A—16,419-16,419-100%$777.9K———
Quantinno Capital Management LP
N/A—15,597-15,597-100%$739.0K———
Private Advisor Group, LLC
N/A—15,370-15,370-100%$728.2K———
Northwestern Mutual Wealth Management Co
N/A—15,130-15,130-100%$716.9K———
Financial Engines Advisors L.L.C.
N/A—14,543-14,543-100%$689.0K———
KEB Asset Management, LLC
N/A—11,555-11,555-100%$547.5K———
MAI Capital Management
N/A—8,415-8,415-100%$398.7K———
BWM Planning, LLC
N/A—8,367-8,367-100%$396.4K———
FMB Wealth Management
N/A—8,010-8,010-100%$379.5K———
Jane Street Group, LLC
N/A—8,008-8,008-100%$379.4K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—7,925-7,925-100%$375.5K———
Garrison Point Advisors, LLC
N/A—7,887-7,887-100%$373.7K———
Jackson Thornton Wealth Management, LLC
N/A—5,985-5,985-100%$283.6K———
Curio Wealth, LLC
N/A—5,924-5,924-100%$280.7K———
Nwam LLC
N/A—5,465-5,465-100%$258.9K———
Cahill Financial Advisors Inc
N/A—5,389-5,389-100%$255.3K———
Global Retirement Partners, LLC
N/A—5,156-5,156-100%$244.3K———
D. E. Shaw & Co., Inc.
N/A—5,152-5,152-100%$244.1K———
Susquehanna International Group, LLP
N/A—4,490-4,490-100%$212.7K———
Jones Financial Companies Lllp
N/A—2,941-2,941-100%$142.4K———
Wells Fargo & Company
N/A—1,884-1,884-100%$89.2K———
Royal Bank of Canada
N/A—1,825-1,825-100%$86.0K———
Quarry LP
N/A—1,437-1,437-100%$68.1K———
Morris Financial Concepts, Inc.
N/A—812-812-100%$38.5K———
Synergy Investment Management, LLC
N/A—293-293-100%$13.9K———
Harbour Investments, Inc.
N/A—251-251-100%$11.9K———
Morgan Stanley
N/A—245-245-100%$11.6K———
Dogwood Wealth Management LLC
N/A—122-122-100%$5.8K———
HFM Investment Advisors, LLC
N/A—31-31-100%$1.5K———
N.E.W. Advisory Services LLC
N/A—23-23-100%$1.1K———
Tidemark, LLC
N/A—22-22-100%$1.0K———
Strategic Wealth Partners, Ltd.
N/A—19-19-100%$899———
Showing 162 of 162 institutions