Inspire International ETF (WWJD)

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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Bare Financial Services, Inc

INCREASED

Shares547,150 from 533,340

Change+13,810 (+3%)

Value$21.2M (+$876.8K)

Filed 2026-11-04

Inspire Investing, LLC

INCREASED

Shares449,049 from 424,886

Change+24,163 (+6%)

Value$17.4M (+$1.2M)

Filed 2026-10-22

LPL Financial LLC

INCREASED

Shares449,015 from 361,204

Change+87,811 (+24%)

Value$17.4M (+$3.6M)

Filed 2026-11-06

Fiduciary Alliance LLC

DECREASED

Shares345,633 from 357,061

Change-11,428 (-3%)

Value$13.4M (-$214.4K)

Filed 2026-10-13

Legacy Wealth Asset Management, LLC

INCREASED

Shares296,787 from 292,460

Change+4,327 (+1%)

Value$11.5M (+$354.9K)

Filed 2026-10-09

Creative Financial Designs Inc

INCREASED

Shares288,366 from 272,496

Change+15,870 (+6%)

Value$11.2M (+$789.7K)

Filed 2026-11-04

Turning Point Benefit Group, Inc.

DECREASED

Shares230,645 from 232,672

Change-2,027 (-1%)

Value$8.8M (-$37.6K)

Filed 2026-10-28

Simplicity Wealth,LLC

INCREASED

Shares202,419 from 104,034

Change+98,385 (+95%)

Value$7.8M (+$3.9M)

Filed 2026-10-23

Sound Financial Strategies Group, LLC

DECREASED

Shares159,551 from 170,928

Change-11,377 (-7%)

Value$6.2M (-$331.7K)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

DECREASED

Shares153,512 from 163,517

Change-10,005 (-6%)

Value$6.0M (-$283.3K)

Filed 2026-11-04

Security Financial Services, Inc.

INCREASED

Shares126,161 from 66,957

Change+59,204 (+88%)

Value$4.9M (+$2.3M)

Filed 2026-10-29

Frontier Asset Management, LLC

INCREASED

Shares90,806 from 87,244

Change+3,562 (+4%)

Value$3.5M (+$193.9K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares90,058 from 89,038

Change+1,020 (+1%)

Value$3.5M (+$96.5K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares86,924 from 83,615

Change+3,309 (+4%)

Value$3.4M (+$181.8K)

Filed 2026-11-02

Plan A Wealth LLC

INCREASED

Shares82,377 from 81,787

Change+590 (+1%)

Value$3.2M (+$75.2K)

Filed 2026-10-08

Range Financial Group LLC

INCREASED

Shares71,708 from 70,029

Change+1,679 (+2%)

Value$2.8M (+$109.9K)

Filed 2026-10-21

SageOak Financial, LLC

INCREASED

Shares63,168 from 58,611

Change+4,557 (+8%)

Value$2.4M (+$214.2K)

Filed 2026-10-19

LifeGuide Financial Advisors, LLC

INCREASED

Shares56,584 from 52,090

Change+4,494 (+9%)

Value$2.2M (+$207.6K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares53,144 from 53,663

Change-519 (-1%)

Value$2.1K (-$2.0M)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares39,854 from 38,078

Change+1,776 (+5%)

Value$1.5M (+$93.2K)

Filed 2026-10-08

Trust Point Inc.

DECREASED

Shares32,230 from 48,231

Change-16,001 (-33%)

Value$1.2M (-$589.5K)

Filed 2026-10-27

Whitaker-Myers Wealth Managers, Ltd.

INCREASED

Shares29,026 from 26,077

Change+2,949 (+11%)

Value$1.1M (+$131.1K)

Filed 2026-10-09

Schwallier Wealth Management LLC

INCREASED

Shares23,073 from 20,803

Change+2,270 (+11%)

Value$894.5K (+$101.3K)

Filed 2026-11-05

Optivise Advisory Services LLC

INCREASED

Shares22,926 from 19,820

Change+3,106 (+16%)

Value$888.8K (+$133.1K)

Filed 2026-10-19

Thrivent Financial for Lutherans

INCREASED

Shares20,986 from 13,748

Change+7,238 (+53%)

Value$814 (-$523.2K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares18,879 from 21,084

Change-2,205 (-10%)

Value$731.9K (-$72.0K)

Filed 2026-10-16

Carlson Financial, Inc.

INCREASED

Shares17,907 from 17,267

Change+640 (+4%)

Value$694.3K (+$36.0K)

Filed 2026-11-05

Blue Trust, Inc.

INCREASED

Shares15,036 from 94

Change+14,942 (+15896%)

Value$582.9K (+$579.4K)

Filed 2026-10-15

Discipline Wealth Solutions, LLC

INCREASED

Shares13,246 from 12,815

Change+431 (+3%)

Value$513.5K (+$24.9K)

Filed 2026-10-14

Mission Financial Group, LLC

INCREASED

Shares13,193 from 13,029

Change+164 (+1%)

Value$511.5K (+$14.7K)

Filed 2026-10-21

Sterling Investment Advisors, Ltd.

UNCHANGED

Shares13,100 from 13,100

Change0 (0%)

Value$507.9K (+$8.4K)

Filed 2026-10-27

Strategic Equity Management

DECREASED

Shares12,446 from 55,489

Change-43,043 (-78%)

Value$482.5K (-$1.6M)

Filed 2026-11-04

Allen Capital Group, LLC

INCREASED

Shares11,151 from 5,748

Change+5,403 (+94%)

Value$432.3K (+$213.2K)

Filed 2026-10-27

HUB Investment Partners, LLC

UNCHANGED

Shares9,000 from 9,000

Change0 (0%)

Value$348.9K (+$5.8K)

Filed 2026-11-03

Cornerstone Wealth Management, LLC

INCREASED

Shares8,393 from 8,372

Change+21 (+0%)

Value$325.4K (+$6.2K)

Filed 2026-11-04

Stewardship Advisors, LLC

NEW

Shares8,214

Change+8,214

Value$318.5K

Filed 2026-10-20

Larry Mathis Financial Planning, LLC

UNCHANGED

Shares8,188 from 8,188

Change0 (0%)

Value$317.4K (+$5.2K)

Filed 2026-10-26

HFG Wealth Management, LLC

UNCHANGED

Shares7,905 from 7,905

Change0 (0%)

Value$301.4K ($0)

Filed 2026-10-16

Sagespring Wealth Partners, LLC

DECREASED

Shares7,674 from 7,738

Change-64 (-1%)

Value$297.5K (+$2.5K)

Filed 2026-10-22

Strategic Blueprint, LLC

DECREASED

Shares6,771 from 6,848

Change-77 (-1%)

Value$262.5K (+$1.4K)

Filed 2026-10-22

Littlejohn Financial Services, Inc.

DECREASED

Shares6,683 from 7,899

Change-1,216 (-15%)

Value$259.1K (-$42.1K)

Filed 2026-11-06

GEM Asset Management, LLC

INCREASED

Shares6,176 from 6,091

Change+85 (+1%)

Value$239.5K (+$7.2K)

Filed 2026-10-13

Courier Capital LLC

UNCHANGED

Shares6,007 from 6,007

Change0 (0%)

Value$232.9K (+$3.8K)

Filed 2026-10-19

Clear Creek Financial Management, LLC

UNCHANGED

Shares5,488 from 5,488

Change0 (0%)

Value$213.7K (+$1.5K)

Filed 2026-10-28

Rossby Financial, LCC

UNCHANGED

Shares4,548 from 4,548

Change0 (0%)

Value$176.3K (+$2.9K)

Filed 2026-11-05

Westside Investment Management, Inc.

DECREASED

Shares1,768 from 1,958

Change-190 (-10%)

Value$68.5K (-$6.1K)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares1,365 from 1,363

Change+2 (+0%)

Value$52.9K (+$950)

Filed 2026-10-21

Peoples Financial Services Corp.

INCREASED

Shares865 from 590

Change+275 (+47%)

Value$33.5K (+$11.0K)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares864

Change+864

Value$33.5K

Filed 2026-10-21

Go Invest LLC

INCREASED

Shares505 from 501

Change+4 (+1%)

Value$19.6K (+$502)

Filed 2026-10-09

CX Institutional

UNCHANGED

Shares446 from 446

Change0 (0%)

Value$17 ($0)

Filed 2026-10-02

Winch Advisory Services, LLC

INCREASED

Shares303 from 299

Change+4 (+1%)

Value$11.7K (+$354)

Filed 2026-11-06

IAG Wealth Partners, LLC

UNCHANGED

Shares224 from 224

Change0 (0%)

Value$8.7K (+$143)

Filed 2026-11-06

Main Street Group, LTD

INCREASED

Shares76 from 3

Change+73 (+2433%)

Value$3.0K (+$2.8K)

Filed 2026-10-28

FNY Investment Advisers, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1 ($0)

Filed 2026-10-16

Allworth Financial LP

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$382 ($0)

Filed 2026-11-06

Moneywise, Inc.

CLOSED

Shares0 from 46,565

Change-46,565 (-100%)

Value$0 (-$1.8M)

Filed 2026-10-30

AdvisorNet Financial, Inc

CLOSED

Shares0 from 2,503

Change-2,503 (-100%)

Value$0 (-$95.4K)

Filed 2026-10-15

Inspire Advisors, LLC

N/A

Shares— from 3,282,710

Change-3,282,710 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 551,263

Change-551,263 (-100%)

Value—

PAX Financial Group, LLC

N/A

Shares— from 452,976

Change-452,976 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 441,139

Change-441,139 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 176,048

Change-176,048 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 131,891

Change-131,891 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 126,413

Change-126,413 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 91,361

Change-91,361 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 89,773

Change-89,773 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 75,467

Change-75,467 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 68,964

Change-68,964 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 58,884

Change-58,884 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 58,863

Change-58,863 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 57,920

Change-57,920 (-100%)

Value—

Tulsa Wealth Advisors, Inc

N/A

Shares— from 52,221

Change-52,221 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 39,153

Change-39,153 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 36,504

Change-36,504 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 36,252

Change-36,252 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 32,924

Change-32,924 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 24,933

Change-24,933 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 21,996

Change-21,996 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 20,851

Change-20,851 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 16,880

Change-16,880 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 16,109

Change-16,109 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 15,672

Change-15,672 (-100%)

Value—

Koss-Olinger Consulting, LLC

N/A

Shares— from 14,446

Change-14,446 (-100%)

Value—

OneAscent Wealth Management LLC

N/A

Shares— from 14,194

Change-14,194 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 13,981

Change-13,981 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 12,081

Change-12,081 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 11,854

Change-11,854 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 11,468

Change-11,468 (-100%)

Value—

Gambit Capital Management, LLC

N/A

Shares— from 10,472

Change-10,472 (-100%)

Value—

Bedel Financial Consulting, Inc.

N/A

Shares— from 9,517

Change-9,517 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,444

Change-9,444 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 9,301

Change-9,301 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 8,434

Change-8,434 (-100%)

Value—

Betterment LLC

N/A

Shares— from 7,212

Change-7,212 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 7,199

Change-7,199 (-100%)

Value—

Delta Investment Management, LLC

N/A

Shares— from 7,183

Change-7,183 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 6,807

Change-6,807 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 5,995

Change-5,995 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 5,386

Change-5,386 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 5,277

Change-5,277 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,023

Change-5,023 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,474

Change-4,474 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 3,572

Change-3,572 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,734

Change-2,734 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,618

Change-2,618 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,493

Change-2,493 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,897

Change-1,897 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,637

Change-1,637 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,485

Change-1,485 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,415

Change-1,415 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 1,065

Change-1,065 (-100%)

Value—

FMR LLC

N/A

Shares— from 959

Change-959 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 583

Change-583 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 362

Change-362 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 223

Change-223 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 154

Change-154 (-100%)

Value—

	Status
Bare Financial Services, Inc	INCREASED	547,150	533,340	+13,810	+3%	$20.3M	$21.2M	+$876.8K	2026-11-04
Inspire Investing, LLC	INCREASED	449,049	424,886	+24,163	+6%	$16.2M	$17.4M	+$1.2M	2026-10-22
LPL Financial LLC	INCREASED	449,015	361,204	+87,811	+24%	$13.8M	$17.4M	+$3.6M	2026-11-06
Fiduciary Alliance LLC	DECREASED	345,633	357,061	-11,428	-3%	$13.6M	$13.4M	-$214.4K	2026-10-13
Legacy Wealth Asset Management, LLC	INCREASED	296,787	292,460	+4,327	+1%	$11.2M	$11.5M	+$354.9K	2026-10-09
Creative Financial Designs Inc	INCREASED	288,366	272,496	+15,870	+6%	$10.4M	$11.2M	+$789.7K	2026-11-04
Turning Point Benefit Group, Inc.	DECREASED	230,645	232,672	-2,027	-1%	$8.8M	$8.8M	-$37.6K	2026-10-28
Simplicity Wealth,LLC	INCREASED	202,419	104,034	+98,385	+95%	$4.0M	$7.8M	+$3.9M	2026-10-23
Sound Financial Strategies Group, LLC	DECREASED	159,551	170,928	-11,377	-7%	$6.5M	$6.2M	-$331.7K	2026-10-30
EverSource Wealth Advisors, LLC	DECREASED	153,512	163,517	-10,005	-6%	$6.2M	$6.0M	-$283.3K	2026-11-04
Security Financial Services, Inc.	INCREASED	126,161	66,957	+59,204	+88%	$2.6M	$4.9M	+$2.3M	2026-10-29
Frontier Asset Management, LLC	INCREASED	90,806	87,244	+3,562	+4%	$3.3M	$3.5M	+$193.9K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	90,058	89,038	+1,020	+1%	$3.4M	$3.5M	+$96.5K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	86,924	83,615	+3,309	+4%	$3.2M	$3.4M	+$181.8K	2026-11-02
Plan A Wealth LLC	INCREASED	82,377	81,787	+590	+1%	$3.1M	$3.2M	+$75.2K	2026-10-08
Range Financial Group LLC	INCREASED	71,708	70,029	+1,679	+2%	$2.7M	$2.8M	+$109.9K	2026-10-21
SageOak Financial, LLC	INCREASED	63,168	58,611	+4,557	+8%	$2.2M	$2.4M	+$214.2K	2026-10-19
LifeGuide Financial Advisors, LLC	INCREASED	56,584	52,090	+4,494	+9%	$2.0M	$2.2M	+$207.6K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	53,144	53,663	-519	-1%	$2.0M	$2.1K	-$2.0M	2026-11-02
Farther Finance Advisors, LLC	INCREASED	39,854	38,078	+1,776	+5%	$1.5M	$1.5M	+$93.2K	2026-10-08
Trust Point Inc.	DECREASED	32,230	48,231	-16,001	-33%	$1.8M	$1.2M	-$589.5K	2026-10-27
Whitaker-Myers Wealth Managers, Ltd.	INCREASED	29,026	26,077	+2,949	+11%	$994.3K	$1.1M	+$131.1K	2026-10-09
Schwallier Wealth Management LLC	INCREASED	23,073	20,803	+2,270	+11%	$793.2K	$894.5K	+$101.3K	2026-11-05
Optivise Advisory Services LLC	INCREASED	22,926	19,820	+3,106	+16%	$755.7K	$888.8K	+$133.1K	2026-10-19
Thrivent Financial for Lutherans	INCREASED	20,986	13,748	+7,238	+53%	$524.0K	$814	-$523.2K	2026-11-05
IFP Advisors, Inc	DECREASED	18,879	21,084	-2,205	-10%	$803.9K	$731.9K	-$72.0K	2026-10-16
Carlson Financial, Inc.	INCREASED	17,907	17,267	+640	+4%	$658.3K	$694.3K	+$36.0K	2026-11-05
Blue Trust, Inc.	INCREASED	15,036	94	+14,942	+15896%	$3.6K	$582.9K	+$579.4K	2026-10-15
Discipline Wealth Solutions, LLC	INCREASED	13,246	12,815	+431	+3%	$488.6K	$513.5K	+$24.9K	2026-10-14
Mission Financial Group, LLC	INCREASED	13,193	13,029	+164	+1%	$496.8K	$511.5K	+$14.7K	2026-10-21
Sterling Investment Advisors, Ltd.	UNCHANGED	13,100	13,100	0	0%	$499.5K	$507.9K	+$8.4K	2026-10-27
Strategic Equity Management	DECREASED	12,446	55,489	-43,043	-78%	$2.1M	$482.5K	-$1.6M	2026-11-04
Allen Capital Group, LLC	INCREASED	11,151	5,748	+5,403	+94%	$219.2K	$432.3K	+$213.2K	2026-10-27
HUB Investment Partners, LLC	UNCHANGED	9,000	9,000	0	0%	$343.2K	$348.9K	+$5.8K	2026-11-03
Cornerstone Wealth Management, LLC	INCREASED	8,393	8,372	+21	+0%	$319.2K	$325.4K	+$6.2K	2026-11-04
Stewardship Advisors, LLC	NEW	8,214	—	+8,214	—	—	$318.5K	—	2026-10-20
Larry Mathis Financial Planning, LLC	UNCHANGED	8,188	8,188	0	0%	$312.2K	$317.4K	+$5.2K	2026-10-26
HFG Wealth Management, LLC	UNCHANGED	7,905	7,905	0	0%	$301.4K	$301.4K	$0	2026-10-16
Sagespring Wealth Partners, LLC	DECREASED	7,674	7,738	-64	-1%	$295.0K	$297.5K	+$2.5K	2026-10-22
Strategic Blueprint, LLC	DECREASED	6,771	6,848	-77	-1%	$261.1K	$262.5K	+$1.4K	2026-10-22
Littlejohn Financial Services, Inc.	DECREASED	6,683	7,899	-1,216	-15%	$301.2K	$259.1K	-$42.1K	2026-11-06
GEM Asset Management, LLC	INCREASED	6,176	6,091	+85	+1%	$232.3K	$239.5K	+$7.2K	2026-10-13
Courier Capital LLC	UNCHANGED	6,007	6,007	0	0%	$229.0K	$232.9K	+$3.8K	2026-10-19
Clear Creek Financial Management, LLC	UNCHANGED	5,488	5,488	0	0%	$212.2K	$213.7K	+$1.5K	2026-10-28
Rossby Financial, LCC	UNCHANGED	4,548	4,548	0	0%	$173.4K	$176.3K	+$2.9K	2026-11-05
Westside Investment Management, Inc.	DECREASED	1,768	1,958	-190	-10%	$74.7K	$68.5K	-$6.1K	2026-11-02
Assetmark, Inc	INCREASED	1,365	1,363	+2	+0%	$52.0K	$52.9K	+$950	2026-10-21
Peoples Financial Services Corp.	INCREASED	865	590	+275	+47%	$22.5K	$33.5K	+$11.0K	2026-10-20
Root Financial Partners, LLC	NEW	864	—	+864	—	—	$33.5K	—	2026-10-21
Go Invest LLC	INCREASED	505	501	+4	+1%	$19.1K	$19.6K	+$502	2026-10-09
CX Institutional	UNCHANGED	446	446	0	0%	$17	$17	$0	2026-10-02
Winch Advisory Services, LLC	INCREASED	303	299	+4	+1%	$11.4K	$11.7K	+$354	2026-11-06
IAG Wealth Partners, LLC	UNCHANGED	224	224	0	0%	$8.5K	$8.7K	+$143	2026-11-06
Main Street Group, LTD	INCREASED	76	3	+73	+2433%	$114	$3.0K	+$2.8K	2026-10-28
FNY Investment Advisers, LLC	UNCHANGED	30	30	0	0%	$1	$1	$0	2026-10-16
Allworth Financial LP	UNCHANGED	10	10	0	0%	$382	$382	$0	2026-11-06
Moneywise, Inc.	CLOSED	0	46,565	-46,565	-100%	$1.8M	$0	-$1.8M	2026-10-30
AdvisorNet Financial, Inc	CLOSED	0	2,503	-2,503	-100%	$95.4K	$0	-$95.4K	2026-10-15
Inspire Advisors, LLC	N/A	—	3,282,710	-3,282,710	-100%	$125.1M	—	—	—
OneAscent Financial Services LLC	N/A	—	551,263	-551,263	-100%	$21.0M	—	—	—
PAX Financial Group, LLC	N/A	—	452,976	-452,976	-100%	$17.3M	—	—	—
Faithward Advisors, LLC	N/A	—	441,139	-441,139	-100%	$16.8M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	176,048	-176,048	-100%	$6.7M	—	—	—
Focus Partners Wealth	N/A	—	131,891	-131,891	-100%	$5.0M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	126,413	-126,413	-100%	$4.8M	—	—	—
World Investment Advisors	N/A	—	91,361	-91,361	-100%	$3.4M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	89,773	-89,773	-100%	$3.4M	—	—	—
Belpointe Asset Management LLC	N/A	—	75,467	-75,467	-100%	$2.9M	—	—	—
AE Wealth Management LLC	N/A	—	68,964	-68,964	-100%	$2.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	58,884	-58,884	-100%	$2.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	58,863	-58,863	-100%	$2.2M	—	—	—
WorthPointe, LLC	N/A	—	57,920	-57,920	-100%	$2.2M	—	—	—
Tulsa Wealth Advisors, Inc	N/A	—	52,221	-52,221	-100%	$2.0M	—	—	—
Raymond James Financial Inc	N/A	—	39,153	-39,153	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	36,504	-36,504	-100%	$1.4M	—	—	—
GTS Securities LLC	N/A	—	36,252	-36,252	-100%	$1.4M	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	32,924	-32,924	-100%	$1.3M	—	—	—
Advisory Services Network, LLC	N/A	—	24,933	-24,933	-100%	$950.7K	—	—	—
Jane Street Group, LLC	N/A	—	21,996	-21,996	-100%	$838.7K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	20,851	-20,851	-100%	$795.0K	—	—	—
Keel Point, LLC	N/A	—	16,880	-16,880	-100%	$643.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	16,109	-16,109	-100%	$614.2K	—	—	—
Benjamin Edwards Inc	N/A	—	15,672	-15,672	-100%	$597.6K	—	—	—
Koss-Olinger Consulting, LLC	N/A	—	14,446	-14,446	-100%	$550.8K	—	—	—
OneAscent Wealth Management LLC	N/A	—	14,194	-14,194	-100%	$541.2K	—	—	—
Harvest Investment Services, LLC	N/A	—	13,981	-13,981	-100%	$533.1K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	12,081	-12,081	-100%	$460.6K	—	—	—
Hilltop Holdings Inc.	N/A	—	11,854	-11,854	-100%	$452.0K	—	—	—
AQR Capital Management LLC	N/A	—	11,468	-11,468	-100%	$437.3K	—	—	—
Gambit Capital Management, LLC	N/A	—	10,472	-10,472	-100%	$399.3K	—	—	—
Bedel Financial Consulting, Inc.	N/A	—	9,517	-9,517	-100%	$362.9K	—	—	—
MML Investors Services, LLC	N/A	—	9,444	-9,444	-100%	$360.1K	—	—	—
Independent Advisor Alliance	N/A	—	9,301	-9,301	-100%	$354.6K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	8,434	-8,434	-100%	$321.6K	—	—	—
Betterment LLC	N/A	—	7,212	-7,212	-100%	$275.0K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	7,199	-7,199	-100%	$274.5K	—	—	—
Delta Investment Management, LLC	N/A	—	7,183	-7,183	-100%	$273.9K	—	—	—
Van Diest Capital, LLC	N/A	—	6,807	-6,807	-100%	$259.5K	—	—	—
Principal Securities, Inc.	N/A	—	5,995	-5,995	-100%	$228.6K	—	—	—
GWN Securities Inc.	N/A	—	5,500	-5,500	-100%	$209.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	5,386	-5,386	-100%	$205.0K	—	—	—
Continuum Advisory, LLC	N/A	—	5,277	-5,277	-100%	$201.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,023	-5,023	-100%	$191.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,474	-4,474	-100%	$170.6K	—	—	—
Cornerstone Financial Management LLC	N/A	—	3,572	-3,572	-100%	$136.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,734	-2,734	-100%	$104.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,618	-2,618	-100%	$99.8K	—	—	—
IFG Advisory, LLC	N/A	—	2,493	-2,493	-100%	$95.1K	—	—	—
SHP Wealth Management	N/A	—	1,897	-1,897	-100%	$72.3K	—	—	—
Arax Advisory Partners	N/A	—	1,637	-1,637	-100%	$62.4K	—	—	—
Morgan Stanley	N/A	—	1,485	-1,485	-100%	$56.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,415	-1,415	-100%	$54.0K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	1,065	-1,065	-100%	$40.6K	—	—	—
FMR LLC	N/A	—	959	-959	-100%	$36.6K	—	—	—
Harbour Investments, Inc.	N/A	—	583	-583	-100%	$22.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	400	-400	-100%	$15.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	362	-362	-100%	$13.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	223	-223	-100%	$8.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	154	-154	-100%	$5.9K	—	—	—

Showing 119 of 119 institutions