Inspire 500 ETF (PTL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Plan A Wealth LLC

INCREASED

Shares167,462 from 159,100

Change+8,362 (+5%)

Value$45.6M (+$56.4K)

Filed 2026-10-08

Creative Financial Designs Inc

INCREASED

Shares123,153 from 117,590

Change+5,563 (+5%)

Value$33.5M (-$126.6K)

Filed 2026-11-04

Christian Investment Advisors, Inc.

DECREASED

Shares91,606 from 92,153

Change-547 (-1%)

Value$24.9M (-$1.4M)

Filed 2026-11-03

Inspire Investing, LLC

DECREASED

Shares40,357 from 42,022

Change-1,665 (-4%)

Value$11.0M (-$1.0M)

Filed 2026-10-22

Strategic Equity Management

DECREASED

Shares38,496 from 80,533

Change-42,037 (-52%)

Value$10.5M (-$12.6M)

Filed 2026-11-04

Investment Research Partners LLC

INCREASED

Shares30,812 from 30,037

Change+775 (+3%)

Value$8.4M (-$208.2K)

Filed 2026-10-19

Legacy Wealth Asset Management, LLC

INCREASED

Shares29,527 from 28,803

Change+724 (+3%)

Value$8.0M (-$204.8K)

Filed 2026-10-09

Orgel Wealth Management, LLC

DECREASED

Shares27,205 from 27,785

Change-580 (-2%)

Value$7.4M (-$545.4K)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares26,901 from 26,542

Change+359 (+1%)

Value$7.3M (-$272.7K)

Filed 2026-11-04

Family Wealth Partners, LLC

INCREASED

Shares25,470 from 24,931

Change+539 (+2%)

Value$6.9M (-$201.1K)

Filed 2026-10-20

Frontier Asset Management, LLC

INCREASED

Shares21,603 from 21,000

Change+603 (+3%)

Value$5.9M (-$128.9K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares20,030 from 19,707

Change+323 (+2%)

Value$5.5M (-$187.0K)

Filed 2026-11-02

Blue Trust, Inc.

INCREASED

Shares15,577 from 205

Change+15,372 (+7499%)

Value$4.2M (+$4.2M)

Filed 2026-10-15

Pettinga Financial Advisors LLC

DECREASED

Shares14,664 from 15,017

Change-353 (-2%)

Value$4.0M (-$305.6K)

Filed 2026-10-13

Sound Financial Strategies Group, LLC

DECREASED

Shares13,185 from 14,456

Change-1,271 (-9%)

Value$3.6M (-$547.6K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares12,875 from 11,689

Change+1,186 (+10%)

Value$3.5K (-$3.3M)

Filed 2026-11-02

XY Planning Network, Inc.

NEW

Shares12,482

Change+12,482

Value$3.4M

Filed 2026-10-14

Simplicity Wealth,LLC

INCREASED

Shares12,176 from 6,193

Change+5,983 (+97%)

Value$3.3M (+$1.5M)

Filed 2026-10-23

LifeGuide Financial Advisors, LLC

INCREASED

Shares11,052 from 10,532

Change+520 (+5%)

Value$3.0M (-$5.6K)

Filed 2026-10-20

Optivise Advisory Services LLC

INCREASED

Shares8,007 from 6,703

Change+1,304 (+19%)

Value$2.2M (+$261.4K)

Filed 2026-10-19

Fiduciary Alliance LLC

INCREASED

Shares7,621 from 7,312

Change+309 (+4%)

Value$2.1M (-$18.0K)

Filed 2026-10-13

SageOak Financial, LLC

INCREASED

Shares5,960 from 5,454

Change+506 (+9%)

Value$1.6M (+$61.5K)

Filed 2026-10-19

Pioneer Wealth Management Group

INCREASED

Shares5,784 from 5,625

Change+159 (+3%)

Value$1.6M (-$35.2K)

Filed 2026-10-09

Sowell Financial Services LLC

INCREASED

Shares5,622 from 3,313

Change+2,309 (+70%)

Value$1.5M (+$582.2K)

Filed 2026-10-23

Vicus Capital

DECREASED

Shares5,544 from 5,893

Change-349 (-6%)

Value$1.5M (-$177.3K)

Filed 2026-11-05

Carlson Financial, Inc.

INCREASED

Shares5,362 from 5,244

Change+118 (+2%)

Value$1.5M (-$42.4K)

Filed 2026-11-05

Schwallier Wealth Management LLC

INCREASED

Shares4,408 from 3,866

Change+542 (+14%)

Value$1.2M (+$93.5K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares4,022 from 3,596

Change+426 (+12%)

Value$1.1M (+$65.8K)

Filed 2026-10-16

RMG Wealth Management LLC

NEW

Shares3,756

Change+3,756

Value$1.0M

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares3,714 from 3,506

Change+208 (+6%)

Value$1.0M (+$7.7K)

Filed 2026-10-08

Moneywise, Inc.

DECREASED

Shares3,388 from 44,863

Change-41,475 (-92%)

Value$922.0K (-$11.9M)

Filed 2026-10-30

Plan Group Financial, LLC

DECREASED

Shares3,200 from 3,500

Change-300 (-9%)

Value$866.1K (-$135.2K)

Filed 2026-10-22

Thrivent Financial for Lutherans

NEW

Shares2,986

Change+2,986

Value$813

Filed 2026-11-05

First Heartland Consultants, Inc.

INCREASED

Shares2,899 from 2,844

Change+55 (+2%)

Value$788.9K (-$24.7K)

Filed 2026-10-08

Larry Mathis Financial Planning, LLC

UNCHANGED

Shares2,840 from 2,840

Change0 (0%)

Value$772.9K (-$39.6K)

Filed 2026-10-26

Sterling Investment Advisors, Ltd.

UNCHANGED

Shares2,700 from 2,700

Change0 (0%)

Value$734.8K (-$37.7K)

Filed 2026-10-27

Whitaker-Myers Wealth Managers, Ltd.

INCREASED

Shares2,590 from 2,315

Change+275 (+12%)

Value$704.8K (+$42.6K)

Filed 2026-10-09

Ascentis Independent Advisors

NEW

Shares2,234

Change+2,234

Value$608.0K

Filed 2026-11-03

AlphaStar Capital Management, LLC

INCREASED

Shares1,758 from 1,627

Change+131 (+8%)

Value$478.4K (+$13.0K)

Filed 2026-10-16

Tandem Investment Partners LLC

DECREASED

Shares1,710 from 1,715

Change-5 (0%)

Value$465.4K (-$25.3K)

Filed 2026-10-16

McAdam, LLC

DECREASED

Shares1,695 from 1,706

Change-11 (-1%)

Value$461.3K (-$26.8K)

Filed 2026-10-21

Gradient Investments LLC

NEW

Shares1,606

Change+1,606

Value$437.0K

Filed 2026-10-08

Howard Bailey Securities, LLC

DECREASED

Shares1,388 from 1,402

Change-14 (-1%)

Value$377.7K (-$23.4K)

Filed 2026-10-27

Strategic Blueprint, LLC

DECREASED

Shares1,305 from 1,307

Change-2 (0%)

Value$355.0K (-$19.0K)

Filed 2026-10-22

Stewardship Advisors, LLC

INCREASED

Shares1,271 from 1,185

Change+86 (+7%)

Value$345.9K (+$6.9K)

Filed 2026-10-20

Courier Capital LLC

UNCHANGED

Shares1,187 from 1,187

Change0 (0%)

Value$323.0K (-$16.6K)

Filed 2026-10-19

Independent Financial Group, LLC

INCREASED

Shares1,166 from 1,013

Change+153 (+15%)

Value$317.3K (+$27.5K)

Filed 2026-10-13

MRA Advisory Group

DECREASED

Shares1,051 from 1,400

Change-349 (-25%)

Value$286.1K (-$114.6K)

Filed 2026-10-07

CX Institutional

DECREASED

Shares994 from 1,062

Change-68 (-6%)

Value$271 (-$33)

Filed 2026-10-02

Signal Advisors Wealth, LLC

UNCHANGED

Shares867 from 867

Change0 (0%)

Value$235.8K (-$12.1K)

Filed 2026-10-13

Range Financial Group LLC

INCREASED

Shares842 from 729

Change+113 (+16%)

Value$229.1K (+$20.6K)

Filed 2026-10-21

Crew Capital Management, Ltd

NEW

Shares825

Change+825

Value$224.5K

Filed 2026-10-28

Revisor Wealth Management LLC

DECREASED

Shares825 from 5,300

Change-4,475 (-84%)

Value$221.5K (-$1.3M)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares348

Change+348

Value$94.7K

Filed 2026-10-21

Peoples Financial Services Corp.

INCREASED

Shares195 from 133

Change+62 (+47%)

Value$53.1K (+$15.0K)

Filed 2026-10-20

Bare Financial Services, Inc

UNCHANGED

Shares193 from 193

Change0 (0%)

Value$52.6K (-$2.5K)

Filed 2026-11-04

Main Street Group, LTD

INCREASED

Shares32 from 1

Change+31 (+3100%)

Value$8.8K (+$8.6K)

Filed 2026-10-28

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$8.4K (-$433)

Filed 2026-10-27

McCarley & Cook Financial Planners

INCREASED

Shares22 from 9

Change+13 (+144%)

Value$6.0K (+$3.4K)

Filed 2026-10-21

Assetmark, Inc

NEW

Shares1

Change+1

Value$272

Filed 2026-10-21

SJS Investment Consulting Inc.

NEW

Shares1

Change+1

Value$273

Filed 2026-10-26

Brookstone Capital Management

CLOSED

Shares0 from 2,771

Change-2,771 (-100%)

Value$0 (-$792.8K)

Filed 2026-10-22

AdvisorNet Financial, Inc

CLOSED

Shares0 from 466

Change-466 (-100%)

Value$0 (-$133.3K)

Filed 2026-10-15

Go Invest LLC

CLOSED

Shares0 from 165

Change-165 (-100%)

Value$0 (-$47.2K)

Filed 2026-10-09

Inspire Advisors, LLC

N/A

Shares— from 328,811

Change-328,811 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 292,463

Change-292,463 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 179,978

Change-179,978 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 64,685

Change-64,685 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 52,732

Change-52,732 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 49,316

Change-49,316 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 45,067

Change-45,067 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 41,088

Change-41,088 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 29,088

Change-29,088 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 28,254

Change-28,254 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 25,052

Change-25,052 (-100%)

Value—

PAX Financial Group, LLC

N/A

Shares— from 24,286

Change-24,286 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 22,998

Change-22,998 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 22,133

Change-22,133 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 18,202

Change-18,202 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 17,692

Change-17,692 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,262

Change-15,262 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 13,075

Change-13,075 (-100%)

Value—

Tulsa Wealth Advisors, Inc

N/A

Shares— from 11,979

Change-11,979 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 10,240

Change-10,240 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 10,234

Change-10,234 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,452

Change-9,452 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 8,527

Change-8,527 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 8,492

Change-8,492 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,780

Change-7,780 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 5,929

Change-5,929 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,928

Change-5,928 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 5,430

Change-5,430 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 5,271

Change-5,271 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,729

Change-4,729 (-100%)

Value—

Gambit Capital Management, LLC

N/A

Shares— from 4,112

Change-4,112 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 3,815

Change-3,815 (-100%)

Value—

Delta Investment Management, LLC

N/A

Shares— from 3,736

Change-3,736 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 3,710

Change-3,710 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 3,643

Change-3,643 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 3,545

Change-3,545 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 3,378

Change-3,378 (-100%)

Value—

OneAscent Wealth Management LLC

N/A

Shares— from 2,728

Change-2,728 (-100%)

Value—

Littlejohn Financial Services, Inc.

N/A

Shares— from 2,464

Change-2,464 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 2,410

Change-2,410 (-100%)

Value—

WIN Advisors, Inc

N/A

Shares— from 2,256

Change-2,256 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,203

Change-2,203 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 1,578

Change-1,578 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 1,513

Change-1,513 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 1,388

Change-1,388 (-100%)

Value—

Bedel Financial Consulting, Inc.

N/A

Shares— from 1,295

Change-1,295 (-100%)

Value—

Betterment LLC

N/A

Shares— from 1,228

Change-1,228 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,223

Change-1,223 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 813

Change-813 (-100%)

Value—

Forge Financial Services LLC

N/A

Shares— from 811

Change-811 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 766

Change-766 (-100%)

Value—

Mountain Capital Investment Advisors Inc.

N/A

Shares— from 762

Change-762 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 753

Change-753 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 554

Change-554 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 337

Change-337 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 320

Change-320 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 267

Change-267 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 173

Change-173 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 169

Change-169 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 157

Change-157 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 87

Change-87 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 43

Change-43 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 27

Change-27 (-100%)

Value—

FMR LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Plan A Wealth LLC	INCREASED	167,462	159,100	+8,362	+5%	$45.5M	$45.6M	+$56.4K	2026-10-08
Creative Financial Designs Inc	INCREASED	123,153	117,590	+5,563	+5%	$33.6M	$33.5M	-$126.6K	2026-11-04
Christian Investment Advisors, Inc.	DECREASED	91,606	92,153	-547	-1%	$26.4M	$24.9M	-$1.4M	2026-11-03
Inspire Investing, LLC	DECREASED	40,357	42,022	-1,665	-4%	$12.0M	$11.0M	-$1.0M	2026-10-22
Strategic Equity Management	DECREASED	38,496	80,533	-42,037	-52%	$23.0M	$10.5M	-$12.6M	2026-11-04
Investment Research Partners LLC	INCREASED	30,812	30,037	+775	+3%	$8.6M	$8.4M	-$208.2K	2026-10-19
Legacy Wealth Asset Management, LLC	INCREASED	29,527	28,803	+724	+3%	$8.2M	$8.0M	-$204.8K	2026-10-09
Orgel Wealth Management, LLC	DECREASED	27,205	27,785	-580	-2%	$7.9M	$7.4M	-$545.4K	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	26,901	26,542	+359	+1%	$7.6M	$7.3M	-$272.7K	2026-11-04
Family Wealth Partners, LLC	INCREASED	25,470	24,931	+539	+2%	$7.1M	$6.9M	-$201.1K	2026-10-20
Frontier Asset Management, LLC	INCREASED	21,603	21,000	+603	+3%	$6.0M	$5.9M	-$128.9K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	20,030	19,707	+323	+2%	$5.6M	$5.5M	-$187.0K	2026-11-02
Blue Trust, Inc.	INCREASED	15,577	205	+15,372	+7499%	$58.6K	$4.2M	+$4.2M	2026-10-15
Pettinga Financial Advisors LLC	DECREASED	14,664	15,017	-353	-2%	$4.3M	$4.0M	-$305.6K	2026-10-13
Sound Financial Strategies Group, LLC	DECREASED	13,185	14,456	-1,271	-9%	$4.1M	$3.6M	-$547.6K	2026-10-30
Cambridge Investment Research Advisors, Inc.	INCREASED	12,875	11,689	+1,186	+10%	$3.3M	$3.5K	-$3.3M	2026-11-02
XY Planning Network, Inc.	NEW	12,482	—	+12,482	—	—	$3.4M	—	2026-10-14
Simplicity Wealth,LLC	INCREASED	12,176	6,193	+5,983	+97%	$1.8M	$3.3M	+$1.5M	2026-10-23
LifeGuide Financial Advisors, LLC	INCREASED	11,052	10,532	+520	+5%	$3.0M	$3.0M	-$5.6K	2026-10-20
Optivise Advisory Services LLC	INCREASED	8,007	6,703	+1,304	+19%	$1.9M	$2.2M	+$261.4K	2026-10-19
Fiduciary Alliance LLC	INCREASED	7,621	7,312	+309	+4%	$2.1M	$2.1M	-$18.0K	2026-10-13
SageOak Financial, LLC	INCREASED	5,960	5,454	+506	+9%	$1.6M	$1.6M	+$61.5K	2026-10-19
Pioneer Wealth Management Group	INCREASED	5,784	5,625	+159	+3%	$1.6M	$1.6M	-$35.2K	2026-10-09
Sowell Financial Services LLC	INCREASED	5,622	3,313	+2,309	+70%	$947.8K	$1.5M	+$582.2K	2026-10-23
Vicus Capital	DECREASED	5,544	5,893	-349	-6%	$1.7M	$1.5M	-$177.3K	2026-11-05
Carlson Financial, Inc.	INCREASED	5,362	5,244	+118	+2%	$1.5M	$1.5M	-$42.4K	2026-11-05
Schwallier Wealth Management LLC	INCREASED	4,408	3,866	+542	+14%	$1.1M	$1.2M	+$93.5K	2026-11-05
IFP Advisors, Inc	INCREASED	4,022	3,596	+426	+12%	$1.0M	$1.1M	+$65.8K	2026-10-16
RMG Wealth Management LLC	NEW	3,756	—	+3,756	—	—	$1.0M	—	2026-10-26
Farther Finance Advisors, LLC	INCREASED	3,714	3,506	+208	+6%	$1.0M	$1.0M	+$7.7K	2026-10-08
Moneywise, Inc.	DECREASED	3,388	44,863	-41,475	-92%	$12.8M	$922.0K	-$11.9M	2026-10-30
Plan Group Financial, LLC	DECREASED	3,200	3,500	-300	-9%	$1.0M	$866.1K	-$135.2K	2026-10-22
Thrivent Financial for Lutherans	NEW	2,986	—	+2,986	—	—	$813	—	2026-11-05
First Heartland Consultants, Inc.	INCREASED	2,899	2,844	+55	+2%	$813.6K	$788.9K	-$24.7K	2026-10-08
Larry Mathis Financial Planning, LLC	UNCHANGED	2,840	2,840	0	0%	$812.5K	$772.9K	-$39.6K	2026-10-26
Sterling Investment Advisors, Ltd.	UNCHANGED	2,700	2,700	0	0%	$772.4K	$734.8K	-$37.7K	2026-10-27
Whitaker-Myers Wealth Managers, Ltd.	INCREASED	2,590	2,315	+275	+12%	$662.2K	$704.8K	+$42.6K	2026-10-09
Ascentis Independent Advisors	NEW	2,234	—	+2,234	—	—	$608.0K	—	2026-11-03
AlphaStar Capital Management, LLC	INCREASED	1,758	1,627	+131	+8%	$465.5K	$478.4K	+$13.0K	2026-10-16
Tandem Investment Partners LLC	DECREASED	1,710	1,715	-5	0%	$490.6K	$465.4K	-$25.3K	2026-10-16
McAdam, LLC	DECREASED	1,695	1,706	-11	-1%	$488.1K	$461.3K	-$26.8K	2026-10-21
Gradient Investments LLC	NEW	1,606	—	+1,606	—	—	$437.0K	—	2026-10-08
Howard Bailey Securities, LLC	DECREASED	1,388	1,402	-14	-1%	$401.1K	$377.7K	-$23.4K	2026-10-27
Strategic Blueprint, LLC	DECREASED	1,305	1,307	-2	0%	$374.0K	$355.0K	-$19.0K	2026-10-22
Stewardship Advisors, LLC	INCREASED	1,271	1,185	+86	+7%	$339.0K	$345.9K	+$6.9K	2026-10-20
Courier Capital LLC	UNCHANGED	1,187	1,187	0	0%	$339.6K	$323.0K	-$16.6K	2026-10-19
Independent Financial Group, LLC	INCREASED	1,166	1,013	+153	+15%	$289.8K	$317.3K	+$27.5K	2026-10-13
MRA Advisory Group	DECREASED	1,051	1,400	-349	-25%	$400.7K	$286.1K	-$114.6K	2026-10-07
CX Institutional	DECREASED	994	1,062	-68	-6%	$304	$271	-$33	2026-10-02
Signal Advisors Wealth, LLC	UNCHANGED	867	867	0	0%	$247.9K	$235.8K	-$12.1K	2026-10-13
Range Financial Group LLC	INCREASED	842	729	+113	+16%	$208.6K	$229.1K	+$20.6K	2026-10-21
Crew Capital Management, Ltd	NEW	825	—	+825	—	—	$224.5K	—	2026-10-28
Revisor Wealth Management LLC	DECREASED	825	5,300	-4,475	-84%	$1.5M	$221.5K	-$1.3M	2026-10-20
Root Financial Partners, LLC	NEW	348	—	+348	—	—	$94.7K	—	2026-10-21
Peoples Financial Services Corp.	INCREASED	195	133	+62	+47%	$38.0K	$53.1K	+$15.0K	2026-10-20
Bare Financial Services, Inc	UNCHANGED	193	193	0	0%	$55.1K	$52.6K	-$2.5K	2026-11-04
Main Street Group, LTD	INCREASED	32	1	+31	+3100%	$286	$8.8K	+$8.6K	2026-10-28
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	31	31	0	0%	$8.9K	$8.4K	-$433	2026-10-27
McCarley & Cook Financial Planners	INCREASED	22	9	+13	+144%	$2.6K	$6.0K	+$3.4K	2026-10-21
Assetmark, Inc	NEW	1	—	+1	—	—	$272	—	2026-10-21
SJS Investment Consulting Inc.	NEW	1	—	+1	—	—	$273	—	2026-10-26
Brookstone Capital Management	CLOSED	0	2,771	-2,771	-100%	$792.8K	$0	-$792.8K	2026-10-22
AdvisorNet Financial, Inc	CLOSED	0	466	-466	-100%	$133.3K	$0	-$133.3K	2026-10-15
Go Invest LLC	CLOSED	0	165	-165	-100%	$47.2K	$0	-$47.2K	2026-10-09
Inspire Advisors, LLC	N/A	—	328,811	-328,811	-100%	$94.0M	—	—	—
OneAscent Financial Services LLC	N/A	—	292,463	-292,463	-100%	$83.7M	—	—	—
LPL Financial LLC	N/A	—	179,978	-179,978	-100%	$51.5M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	64,685	-64,685	-100%	$18.5M	—	—	—
Stifel Financial Corp	N/A	—	52,732	-52,732	-100%	$15.1M	—	—	—
Geneos Wealth Management Inc.	N/A	—	49,316	-49,316	-100%	$14.1M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	45,067	-45,067	-100%	$12.9M	—	—	—
Belpointe Asset Management LLC	N/A	—	41,088	-41,088	-100%	$11.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	29,088	-29,088	-100%	$8.2M	—	—	—
GTS Securities LLC	N/A	—	28,254	-28,254	-100%	$8.1M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	25,052	-25,052	-100%	$7.2M	—	—	—
PAX Financial Group, LLC	N/A	—	24,286	-24,286	-100%	$6.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	22,998	-22,998	-100%	$6.6M	—	—	—
Focus Partners Wealth	N/A	—	22,133	-22,133	-100%	$6.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	18,202	-18,202	-100%	$5.2M	—	—	—
AE Wealth Management LLC	N/A	—	17,692	-17,692	-100%	$5.1M	—	—	—
Citadel Advisors LLC	N/A	—	15,262	-15,262	-100%	$4.4M	—	—	—
Equitable Holdings, Inc.	N/A	—	13,075	-13,075	-100%	$3.7M	—	—	—
Tulsa Wealth Advisors, Inc	N/A	—	11,979	-11,979	-100%	$3.4M	—	—	—
Centaurus Financial, Inc.	N/A	—	10,240	-10,240	-100%	$2.9M	—	—	—
Valmark Advisers, Inc.	N/A	—	10,234	-10,234	-100%	$2.9M	—	—	—
Cetera Investment Advisers	N/A	—	9,452	-9,452	-100%	$2.7M	—	—	—
HRT Financial LP	N/A	—	8,527	-8,527	-100%	$2.4M	—	—	—
Kovack Advisors, Inc.	N/A	—	8,492	-8,492	-100%	$2.4M	—	—	—
Raymond James Financial Inc	N/A	—	7,780	-7,780	-100%	$2.2M	—	—	—
IFG Advisory, LLC	N/A	—	5,929	-5,929	-100%	$1.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,928	-5,928	-100%	$1.7M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	5,430	-5,430	-100%	$1.6M	—	—	—
Jane Street Group, LLC	N/A	—	5,271	-5,271	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	4,729	-4,729	-100%	$1.4M	—	—	—
Gambit Capital Management, LLC	N/A	—	4,112	-4,112	-100%	$1.2M	—	—	—
Van Diest Capital, LLC	N/A	—	3,815	-3,815	-100%	$1.1M	—	—	—
Delta Investment Management, LLC	N/A	—	3,736	-3,736	-100%	$1.1M	—	—	—
WorthPointe, LLC	N/A	—	3,710	-3,710	-100%	$1.1M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	3,643	-3,643	-100%	$1.0M	—	—	—
Brown Advisory Inc	N/A	—	3,545	-3,545	-100%	$1.0M	—	—	—
World Investment Advisors	N/A	—	3,378	-3,378	-100%	$846.4K	—	—	—
OneAscent Wealth Management LLC	N/A	—	2,728	-2,728	-100%	$780.5K	—	—	—
Littlejohn Financial Services, Inc.	N/A	—	2,464	-2,464	-100%	$704.9K	—	—	—
Independent Advisor Alliance	N/A	—	2,410	-2,410	-100%	$689.5K	—	—	—
WIN Advisors, Inc	N/A	—	2,256	-2,256	-100%	$645.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,203	-2,203	-100%	$630.3K	—	—	—
GWN Securities Inc.	N/A	—	1,600	-1,600	-100%	$457.7K	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	1,578	-1,578	-100%	$451.6K	—	—	—
Principal Securities, Inc.	N/A	—	1,513	-1,513	-100%	$432.9K	—	—	—
PFG Investments, LLC	N/A	—	1,388	-1,388	-100%	$397.1K	—	—	—
Bedel Financial Consulting, Inc.	N/A	—	1,295	-1,295	-100%	$370.5K	—	—	—
Betterment LLC	N/A	—	1,228	-1,228	-100%	$351.0K	—	—	—
Continuum Advisory, LLC	N/A	—	1,223	-1,223	-100%	$349.9K	—	—	—
Private Advisor Group, LLC	N/A	—	813	-813	-100%	$232.7K	—	—	—
Forge Financial Services LLC	N/A	—	811	-811	-100%	$232.1K	—	—	—
Hilltop Holdings Inc.	N/A	—	766	-766	-100%	$219.1K	—	—	—
Mountain Capital Investment Advisors Inc.	N/A	—	762	-762	-100%	$218.0K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	753	-753	-100%	$215.4K	—	—	—
JPMorgan Chase & Co	N/A	—	554	-554	-100%	$157.0K	—	—	—
Harbour Investments, Inc.	N/A	—	337	-337	-100%	$96.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	320	-320	-100%	$91.5K	—	—	—
Morgan Stanley	N/A	—	267	-267	-100%	$76.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	173	-173	-100%	$49.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	169	-169	-100%	$48.3K	—	—	—
Arax Advisory Partners	N/A	—	157	-157	-100%	$44.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	87	-87	-100%	$24.9K	—	—	—
Vanguard Advisers Inc	N/A	—	43	-43	-100%	$12.3K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	27	-27	-100%	$7.8K	—	—	—
FMR LLC	N/A	—	20	-20	-100%	$5.8K	—	—	—
Cornerstone Financial Management LLC	N/A	—	2	-2	-100%	$524	—	—	—

Showing 130 of 130 institutions