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Inspire 100 ETF (BIBL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares623,803 from 578,086
Change+45,717 (+8%)
Value$33.7M (+$263.2K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares562,748 from 512,048
Change+50,700 (+10%)
Value$30.4M (+$784.8K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares232,350 from 2,623
Change+229,727 (+8758%)
Value$12.6M (+$12.4M)
Filed 2026-10-21
Bare Financial Services, Inc
DECREASED
Shares161,088 from 166,570
Change-5,482 (-3%)
Value$8.7M (-$932.7K)
Filed 2026-11-04
Carlson Financial, Inc.
DECREASED
Shares124,130 from 124,700
Change-570 (0%)
Value$6.7M (-$507.0K)
Filed 2026-11-05
LVZ, Inc.
DECREASED
Shares108,057 from 108,263
Change-206 (0%)
Value$5.8M (-$424.7K)
Filed 2026-10-20
Inspire Investing, LLC
DECREASED
Shares88,995 from 97,866
Change-8,871 (-9%)
Value$4.8M (-$853.4K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
DECREASED
Shares80,658 from 80,777
Change-119 (0%)
Value$4.4M (-$315.0K)
Filed 2026-10-29
Strategic Equity Management
DECREASED
Shares47,728 from 71,243
Change-23,515 (-33%)
Value$2.6M (-$1.5M)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares47,203 from 48,190
Change-987 (-2%)
Value$2.6M (-$237.4K)
Filed 2026-11-04
Turning Point Benefit Group, Inc.
DECREASED
Shares46,094 from 74,015
Change-27,921 (-38%)
Value$2.5M (-$1.7M)
Filed 2026-10-28
AlphaStar Capital Management, LLC
INCREASED
Shares37,409 from 37,254
Change+155 (+0%)
Value$2.0M (-$133.9K)
Filed 2026-10-16
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares36,807 from 38,408
Change-1,601 (-4%)
Value$2.0M (-$233.3K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,473 from 39,712
Change-3,239 (-8%)
Value$2.0K (-$2.3M)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares30,078 from 9,735
Change+20,343 (+209%)
Value$1.6M (+$1.1M)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares28,723 from 14,780
Change+13,943 (+94%)
Value$1.6M (+$697.3K)
Filed 2026-10-23
RMG Wealth Management LLC
NEW
Shares27,916
Change+27,916
Value$1.5M
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares26,386 from 26,179
Change+207 (+1%)
Value$1.4M (-$88.9K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares23,018 from 20,683
Change+2,335 (+11%)
Value$1.2M (+$47.5K)
Filed 2026-10-14
Fiduciary Alliance LLC
INCREASED
Shares21,772 from 20,376
Change+1,396 (+7%)
Value$1.2M (-$2.4K)
Filed 2026-10-13
Frontier Asset Management, LLC
INCREASED
Shares21,102 from 20,533
Change+569 (+3%)
Value$1.1M (-$47.7K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares20,869 from 18,600
Change+2,269 (+12%)
Value$1.1M (+$51.6K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares19,681
Change+19,681
Value$1.1M
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares16,358 from 14,503
Change+1,855 (+13%)
Value$884.3K (+$44.9K)
Filed 2026-10-13
Vicus Capital
DECREASED
Shares15,995 from 17,607
Change-1,612 (-9%)
Value$864.7K (-$154.4K)
Filed 2026-11-05
Sterling Investment Advisors, Ltd.
DECREASED
Shares14,900 from 16,700
Change-1,800 (-11%)
Value$805.5K (-$161.1K)
Filed 2026-10-27
XY Planning Network, Inc.
NEW
Shares14,750
Change+14,750
Value$797.4K
Filed 2026-10-14
Providence Financial Advisors, LLC
NEW
Shares14,645
Change+14,645
Value$791.7K
Filed 2026-11-06
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares14,005 from 13,470
Change+535 (+4%)
Value$757.1K (-$22.5K)
Filed 2026-10-09
Discipline Wealth Solutions, LLC
INCREASED
Shares13,906 from 13,629
Change+277 (+2%)
Value$751.8K (-$37.1K)
Filed 2026-10-14
Level Four Advisory Services, LLC
NEW
Shares12,778
Change+12,778
Value$690.8K
Filed 2026-11-06
Values First Advisors, Inc.
DECREASED
Shares11,902 from 13,760
Change-1,858 (-13%)
Value$643.4K (-$153.0K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares11,849 from 10,538
Change+1,311 (+12%)
Value$640.6K (+$30.6K)
Filed 2026-10-08
Blueprint Investment Partners LLC
INCREASED
Shares11,733 from 11,189
Change+544 (+5%)
Value$634.3K (-$13.4K)
Filed 2026-10-28
RKL Wealth Management LLC
INCREASED
Shares11,458 from 11,437
Change+21 (+0%)
Value$619.4K (-$42.6K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares11,430 from 6,100
Change+5,330 (+87%)
Value$618 (-$352.4K)
Filed 2026-11-05
Demars Financial Group, LLC
UNCHANGED
Shares11,351 from 11,351
Change0 (0%)
Value$613.6K (-$43.4K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares10,446 from 10,273
Change+173 (+2%)
Value$564.7K (-$29.9K)
Filed 2026-10-16
Clark Asset Management, LLC
UNCHANGED
Shares9,703 from 9,703
Change0 (0%)
Value$524.5K (-$37.1K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares8,585 from 7,075
Change+1,510 (+21%)
Value$464.1K (+$54.6K)
Filed 2026-10-21
Howard Capital Management, LLC
INCREASED
Shares8,282 from 8,267
Change+15 (+0%)
Value$447.7K (-$30.8K)
Filed 2026-10-16
Valmark Advisers, Inc.
DECREASED
Shares8,044 from 8,362
Change-318 (-4%)
Value$434.8K (-$49.1K)
Filed 2026-11-06
Gradient Investments LLC
NEW
Shares7,755
Change+7,755
Value$419.2K
Filed 2026-10-08
PFG Advisors
INCREASED
Shares7,474 from 7,183
Change+291 (+4%)
Value$404.0K (-$11.7K)
Filed 2026-10-16
Financial Partners Group, Inc
INCREASED
Shares7,144 from 7,131
Change+13 (+0%)
Value$386.2K (-$26.5K)
Filed 2026-10-19
PVG Asset Management Corp
INCREASED
Shares6,670 from 6,625
Change+45 (+1%)
Value$360.6K (-$22.9K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares6,563 from 6,463
Change+100 (+2%)
Value$354.8K (-$19.3K)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares6,273 from 6,378
Change-105 (-2%)
Value$339.1K (-$30.1K)
Filed 2026-10-08
Tandem Investment Partners LLC
INCREASED
Shares5,785 from 5,755
Change+30 (+1%)
Value$312.7K (-$20.4K)
Filed 2026-10-16
Community Financial Services Group, LLC
INCREASED
Shares5,338 from 5,040
Change+298 (+6%)
Value$291.7K (+$6.0K)
Filed 2026-10-15
Moneywise, Inc.
DECREASED
Shares5,257 from 43,254
Change-37,997 (-88%)
Value$284.2K (-$2.2M)
Filed 2026-10-30
Bedel Financial Consulting, Inc.
INCREASED
Shares5,105 from 5,096
Change+9 (+0%)
Value$276.0K (-$19.0K)
Filed 2026-11-06
Cresta Advisors, Ltd.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$270.3K (-$19.1K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares4,850 from 33
Change+4,817 (+14597%)
Value$262.2K (+$260.3K)
Filed 2026-10-16
Sowell Financial Services LLC
UNCHANGED
Shares4,667 from 4,667
Change0 (0%)
Value$252.3K (-$17.8K)
Filed 2026-10-23
Allen Capital Group, LLC
UNCHANGED
Shares4,659 from 4,659
Change0 (0%)
Value$251.9K (-$17.8K)
Filed 2026-10-27
Creative Planning
NEW
Shares4,314
Change+4,314
Value$233.2K
Filed 2026-11-02
David Kennon Inc
DECREASED
Shares4,302 from 4,324
Change-22 (-1%)
Value$232.6K (-$17.7K)
Filed 2026-10-13
Stewardship Advisors, LLC
NEW
Shares4,204
Change+4,204
Value$227.3K
Filed 2026-10-20
Straight Path Wealth Management
INCREASED
Shares4,200 from 4,186
Change+14 (+0%)
Value$227.1K (-$15.2K)
Filed 2026-10-23
HBW Advisory Services LLC
INCREASED
Shares4,117 from 4,081
Change+36 (+1%)
Value$222.6K (-$13.7K)
Filed 2026-10-15
Well Done, LLC
DECREASED
Shares4,012 from 4,037
Change-25 (-1%)
Value$216.9K (-$16.8K)
Filed 2026-10-20
Fund Evaluation Group, LLC
DECREASED
Shares3,978 from 4,641
Change-663 (-14%)
Value$215.1K (-$53.6K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares3,933 from 13,732
Change-9,799 (-71%)
Value$212.6K (-$582.2K)
Filed 2026-10-15
Schwallier Wealth Management LLC
INCREASED
Shares3,903 from 3,818
Change+85 (+2%)
Value$211.0K (-$9.9K)
Filed 2026-11-05
Curran Financial Partners, LLC
NEW
Shares3,840
Change+3,840
Value$207.6K
Filed 2026-11-04
Victory Financial Group, LLC
DECREASED
Shares3,811 from 3,895
Change-84 (-2%)
Value$206.0K (-$19.4K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
DECREASED
Shares3,808 from 3,973
Change-165 (-4%)
Value$205.9K (-$24.1K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares3,777 from 16,149
Change-12,372 (-77%)
Value$204.2K (-$730.5K)
Filed 2026-10-22
Five Pine Wealth Management
DECREASED
Shares3,747 from 5,379
Change-1,632 (-30%)
Value$202.6K (-$108.8K)
Filed 2026-10-20
Bria Capital Group, LLC
DECREASED
Shares3,700 from 3,909
Change-209 (-5%)
Value$200.0K (-$26.2K)
Filed 2026-10-22
CoreCap Advisors, LLC
UNCHANGED
Shares3,097 from 3,097
Change0 (0%)
Value$167.4K (-$11.8K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares2,997 from 2,997
Change0 (0%)
Value$173.5K ($0)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares1,540
Change+1,540
Value$83.3K
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares1,178
Change+1,178
Value$63.7K
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$59.5K (-$4.2K)
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$50 (-$4)
Filed 2026-10-02
Winch Advisory Services, LLC
INCREASED
Shares888 from 886
Change+2 (+0%)
Value$48.0K (-$3.3K)
Filed 2026-11-06
Peoples Financial Services Corp.
INCREASED
Shares759 from 515
Change+244 (+47%)
Value$41.0K (+$11.2K)
Filed 2026-10-20
North Star Investment Management Corp.
INCREASED
Shares562 from 561
Change+1 (+0%)
Value$30.4K (-$2.1K)
Filed 2026-10-27
StrongBox Wealth, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$17.3K (-$1.2K)
Filed 2026-11-02
FNY Investment Advisers, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2 ($0)
Filed 2026-10-16
Revisor Wealth Management LLC
CLOSED
Shares0 from 56,407
Change-56,407 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-20
Optivise Advisory Services LLC
CLOSED
Shares0 from 31,523
Change-31,523 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-19
WIN Advisors, Inc
CLOSED
Shares0 from 8,729
Change-8,729 (-100%)
Value$0 (-$505.2K)
Filed 2026-11-06
RFG Advisory, LLC
CLOSED
Shares0 from 4,321
Change-4,321 (-100%)
Value$0 (-$250.1K)
Filed 2026-11-03
MRA Advisory Group
CLOSED
Shares0 from 4,161
Change-4,161 (-100%)
Value$0 (-$240.8K)
Filed 2026-10-07
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 4,063
Change-4,063 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-22
Littlejohn Financial Services, Inc.
CLOSED
Shares0 from 3,655
Change-3,655 (-100%)
Value$0 (-$211.6K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,029
Change-1,029 (-100%)
Value$0 (-$59.6K)
Filed 2026-10-15
Inspire Advisors, LLC
N/A
Shares— from 1,213,772
Change-1,213,772 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 177,488
Change-177,488 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 132,090
Change-132,090 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 120,212
Change-120,212 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 80,575
Change-80,575 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 74,844
Change-74,844 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 63,005
Change-63,005 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 55,474
Change-55,474 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 54,905
Change-54,905 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 52,800
Change-52,800 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 41,500
Change-41,500 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,924
Change-38,924 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 36,901
Change-36,901 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 33,089
Change-33,089 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 27,528
Change-27,528 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 26,465
Change-26,465 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,110
Change-26,110 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,764
Change-22,764 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,987
Change-21,987 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,170
Change-21,170 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 21,097
Change-21,097 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 19,953
Change-19,953 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 17,478
Change-17,478 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 17,207
Change-17,207 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 13,593
Change-13,593 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 13,128
Change-13,128 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,595
Change-12,595 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,146
Change-12,146 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 11,501
Change-11,501 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,460
Change-9,460 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,281
Change-9,281 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,511
Change-8,511 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,473
Change-7,473 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,429
Change-7,429 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,253
Change-7,253 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,973
Change-5,973 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,825
Change-5,825 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 757
Change-757 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
FMR LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 154
Change-154 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
UBS Group AG
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
LPL Financial LLC
INCREASED623,803578,086+45,717+8%$33.5M$33.7M+$263.2K2026-11-06
Creative Financial Designs Inc
INCREASED562,748512,048+50,700+10%$29.6M$30.4M+$784.8K2026-11-04
Assetmark, Inc
INCREASED232,3502,623+229,727+8758%$151.8K$12.6M+$12.4M2026-10-21
Bare Financial Services, Inc
DECREASED161,088166,570-5,482-3%$9.6M$8.7M-$932.7K2026-11-04
Carlson Financial, Inc.
DECREASED124,130124,700-5700%$7.2M$6.7M-$507.0K2026-11-05
LVZ, Inc.
DECREASED108,057108,263-2060%$6.3M$5.8M-$424.7K2026-10-20
Inspire Investing, LLC
DECREASED88,99597,866-8,871-9%$5.7M$4.8M-$853.4K2026-10-22
Summit Wealth Group LLC / Co
DECREASED80,65880,777-1190%$4.7M$4.4M-$315.0K2026-10-29
Strategic Equity Management
DECREASED47,72871,243-23,515-33%$4.1M$2.6M-$1.5M2026-11-04
EverSource Wealth Advisors, LLC
DECREASED47,20348,190-987-2%$2.8M$2.6M-$237.4K2026-11-04
Turning Point Benefit Group, Inc.
DECREASED46,09474,015-27,921-38%$4.2M$2.5M-$1.7M2026-10-28
AlphaStar Capital Management, LLC
INCREASED37,40937,254+155+0%$2.2M$2.0M-$133.9K2026-10-16
Stonehaven Wealth & TAX Solutions, LLC
DECREASED36,80738,408-1,601-4%$2.2M$2.0M-$233.3K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED36,47339,712-3,239-8%$2.3M$2.0K-$2.3M2026-11-02
Blue Trust, Inc.
INCREASED30,0789,735+20,343+209%$563.5K$1.6M+$1.1M2026-10-15
Simplicity Wealth,LLC
INCREASED28,72314,780+13,943+94%$855.5K$1.6M+$697.3K2026-10-23
RMG Wealth Management LLC
NEW27,916—+27,916——$1.5M—2026-10-26
J.W. Cole Advisors, Inc.
INCREASED26,38626,179+207+1%$1.5M$1.4M-$88.9K2026-11-05
Focus Financial Network, Inc.
INCREASED23,01820,683+2,335+11%$1.2M$1.2M+$47.5K2026-10-14
Fiduciary Alliance LLC
INCREASED21,77220,376+1,396+7%$1.2M$1.2M-$2.4K2026-10-13
Frontier Asset Management, LLC
INCREASED21,10220,533+569+3%$1.2M$1.1M-$47.7K2026-10-28
Commonwealth Equity Services, LLC
INCREASED20,86918,600+2,269+12%$1.1M$1.1M+$51.6K2026-11-02
Ascentis Independent Advisors
NEW19,681—+19,681——$1.1M—2026-11-03
Independent Financial Group, LLC
INCREASED16,35814,503+1,855+13%$839.4K$884.3K+$44.9K2026-10-13
Vicus Capital
DECREASED15,99517,607-1,612-9%$1.0M$864.7K-$154.4K2026-11-05
Sterling Investment Advisors, Ltd.
DECREASED14,90016,700-1,800-11%$966.6K$805.5K-$161.1K2026-10-27
XY Planning Network, Inc.
NEW14,750—+14,750——$797.4K—2026-10-14
Providence Financial Advisors, LLC
NEW14,645—+14,645——$791.7K—2026-11-06
Whitaker-Myers Wealth Managers, Ltd.
INCREASED14,00513,470+535+4%$779.6K$757.1K-$22.5K2026-10-09
Discipline Wealth Solutions, LLC
INCREASED13,90613,629+277+2%$788.8K$751.8K-$37.1K2026-10-14
Level Four Advisory Services, LLC
NEW12,778—+12,778——$690.8K—2026-11-06
Values First Advisors, Inc.
DECREASED11,90213,760-1,858-13%$796.4K$643.4K-$153.0K2026-10-23
Farther Finance Advisors, LLC
INCREASED11,84910,538+1,311+12%$609.9K$640.6K+$30.6K2026-10-08
Blueprint Investment Partners LLC
INCREASED11,73311,189+544+5%$647.6K$634.3K-$13.4K2026-10-28
RKL Wealth Management LLC
INCREASED11,45811,437+21+0%$662.0K$619.4K-$42.6K2026-10-16
Thrivent Financial for Lutherans
INCREASED11,4306,100+5,330+87%$353.0K$618-$352.4K2026-11-05
Demars Financial Group, LLC
UNCHANGED11,35111,35100%$657.0K$613.6K-$43.4K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED10,44610,273+173+2%$594.6K$564.7K-$29.9K2026-10-16
Clark Asset Management, LLC
UNCHANGED9,7039,70300%$561.6K$524.5K-$37.1K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED8,5857,075+1,510+21%$409.5K$464.1K+$54.6K2026-10-21
Howard Capital Management, LLC
INCREASED8,2828,267+15+0%$478.5K$447.7K-$30.8K2026-10-16
Valmark Advisers, Inc.
DECREASED8,0448,362-318-4%$484.0K$434.8K-$49.1K2026-11-06
Gradient Investments LLC
NEW7,755—+7,755——$419.2K—2026-10-08
PFG Advisors
INCREASED7,4747,183+291+4%$415.8K$404.0K-$11.7K2026-10-16
Financial Partners Group, Inc
INCREASED7,1447,131+13+0%$412.8K$386.2K-$26.5K2026-10-19
PVG Asset Management Corp
INCREASED6,6706,625+45+1%$383.5K$360.6K-$22.9K2026-10-19
D.A. Davidson & Co.
INCREASED6,5636,463+100+2%$374.1K$354.8K-$19.3K2026-10-28
First Heartland Consultants, Inc.
DECREASED6,2736,378-105-2%$369.2K$339.1K-$30.1K2026-10-08
Tandem Investment Partners LLC
INCREASED5,7855,755+30+1%$333.1K$312.7K-$20.4K2026-10-16
Community Financial Services Group, LLC
INCREASED5,3385,040+298+6%$285.7K$291.7K+$6.0K2026-10-15
Moneywise, Inc.
DECREASED5,25743,254-37,997-88%$2.5M$284.2K-$2.2M2026-10-30
Bedel Financial Consulting, Inc.
INCREASED5,1055,096+9+0%$295.0K$276.0K-$19.0K2026-11-06
Cresta Advisors, Ltd.
UNCHANGED5,0005,00000%$289.4K$270.3K-$19.1K2026-10-14
IFP Advisors, Inc
INCREASED4,85033+4,817+14597%$1.9K$262.2K+$260.3K2026-10-16
Sowell Financial Services LLC
UNCHANGED4,6674,66700%$270.1K$252.3K-$17.8K2026-10-23
Allen Capital Group, LLC
UNCHANGED4,6594,65900%$269.7K$251.9K-$17.8K2026-10-27
Creative Planning
NEW4,314—+4,314——$233.2K—2026-11-02
David Kennon Inc
DECREASED4,3024,324-22-1%$250.3K$232.6K-$17.7K2026-10-13
Stewardship Advisors, LLC
NEW4,204—+4,204——$227.3K—2026-10-20
Straight Path Wealth Management
INCREASED4,2004,186+14+0%$242.3K$227.1K-$15.2K2026-10-23
HBW Advisory Services LLC
INCREASED4,1174,081+36+1%$236.2K$222.6K-$13.7K2026-10-15
Well Done, LLC
DECREASED4,0124,037-25-1%$233.7K$216.9K-$16.8K2026-10-20
Fund Evaluation Group, LLC
DECREASED3,9784,641-663-14%$268.6K$215.1K-$53.6K2026-11-05
Atria Investments, Inc
DECREASED3,93313,732-9,799-71%$794.8K$212.6K-$582.2K2026-10-15
Schwallier Wealth Management LLC
INCREASED3,9033,818+85+2%$221.0K$211.0K-$9.9K2026-11-05
Curran Financial Partners, LLC
NEW3,840—+3,840——$207.6K—2026-11-04
Victory Financial Group, LLC
DECREASED3,8113,895-84-2%$225.4K$206.0K-$19.4K2026-10-27
Signal Advisors Wealth, LLC
DECREASED3,8083,973-165-4%$230.0K$205.9K-$24.1K2026-10-13
Brookstone Capital Management
DECREASED3,77716,149-12,372-77%$934.7K$204.2K-$730.5K2026-10-22
Five Pine Wealth Management
DECREASED3,7475,379-1,632-30%$311.3K$202.6K-$108.8K2026-10-20
Bria Capital Group, LLC
DECREASED3,7003,909-209-5%$226.3K$200.0K-$26.2K2026-10-22
CoreCap Advisors, LLC
UNCHANGED3,0973,09700%$179.3K$167.4K-$11.8K2026-10-08
Allworth Financial LP
UNCHANGED2,9972,99700%$173.5K$173.5K$02026-11-06
Root Financial Partners, LLC
NEW1,540—+1,540——$83.3K—2026-10-21
DeDora Capital, Inc.
NEW1,178—+1,178——$63.7K—2026-10-26
Larson Financial Group LLC
UNCHANGED1,1001,10000%$63.7K$59.5K-$4.2K2026-11-05
CX Institutional
UNCHANGED92592500%$54$50-$42026-10-02
Winch Advisory Services, LLC
INCREASED888886+2+0%$51.3K$48.0K-$3.3K2026-11-06
Peoples Financial Services Corp.
INCREASED759515+244+47%$29.8K$41.0K+$11.2K2026-10-20
North Star Investment Management Corp.
INCREASED562561+1+0%$32.5K$30.4K-$2.1K2026-10-27
StrongBox Wealth, LLC
UNCHANGED32032000%$18.5K$17.3K-$1.2K2026-11-02
FNY Investment Advisers, LLC
UNCHANGED505000%$2$2$02026-10-16
Revisor Wealth Management LLC
CLOSED056,407-56,407-100%$3.3M$0-$3.3M2026-10-20
Optivise Advisory Services LLC
CLOSED031,523-31,523-100%$1.8M$0-$1.8M2026-10-19
WIN Advisors, Inc
CLOSED08,729-8,729-100%$505.2K$0-$505.2K2026-11-06
RFG Advisory, LLC
CLOSED04,321-4,321-100%$250.1K$0-$250.1K2026-11-03
MRA Advisory Group
CLOSED04,161-4,161-100%$240.8K$0-$240.8K2026-10-07
Sagespring Wealth Partners, LLC
CLOSED04,063-4,063-100%$235.2K$0-$235.2K2026-10-22
Littlejohn Financial Services, Inc.
CLOSED03,655-3,655-100%$211.6K$0-$211.6K2026-11-06
AdvisorNet Financial, Inc
CLOSED01,029-1,029-100%$59.6K$0-$59.6K2026-10-15
Inspire Advisors, LLC
N/A—1,213,772-1,213,772-100%$70.2M———
United Capital Financial Advisors, LLC
N/A—177,488-177,488-100%$10.3M———
Focus Partners Wealth
N/A—132,090-132,090-100%$7.6M———
OneAscent Financial Services LLC
N/A—120,212-120,212-100%$7.0M———
PAX Financial Group, LLC
N/A—80,575-80,575-100%$4.7M———
Cetera Investment Advisers
N/A—74,844-74,844-100%$4.3M———
Silver OAK Securities, Incorporated
N/A—63,005-63,005-100%$3.6M———
Geneos Wealth Management Inc.
N/A—55,474-55,474-100%$3.2M———
Jones Financial Companies Lllp
N/A—54,905-54,905-100%$3.1M———
Envestnet Asset Management Inc
N/A—52,800-52,800-100%$3.1M———
Two Sigma Investments, LP
N/A—41,500-41,500-100%$2.4M———
Raymond James Financial Inc
N/A—38,924-38,924-100%$2.3M———
WorthPointe, LLC
N/A—36,901-36,901-100%$2.1M———
Osaic Holdings, Inc.
N/A—33,089-33,089-100%$1.9M———
Tulsa Wealth Advisors, Inc
N/A—27,528-27,528-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—26,465-26,465-100%$1.5M———
Susquehanna International Group, LLP
N/A—26,110-26,110-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—22,764-22,764-100%$1.3M———
Harbour Investments, Inc.
N/A—21,987-21,987-100%$1.3M———
Royal Bank of Canada
N/A—21,170-21,170-100%$1.2M———
Harvest Investment Services, LLC
N/A—21,097-21,097-100%$1.2M———
Delta Investment Management, LLC
N/A—19,953-19,953-100%$1.2M———
Johnson Investment Counsel Inc
N/A—17,478-17,478-100%$1.0M———
Keel Point, LLC
N/A—17,207-17,207-100%$995.9K———
OneAscent Wealth Management LLC
N/A—13,593-13,593-100%$786.8K———
Sanctuary Advisors, LLC
N/A—13,140-13,140-100%$760.5K———
Goldstone Financial Group, LLC
N/A—13,128-13,128-100%$759.8K———
Arax Advisory Partners
N/A—12,595-12,595-100%$729.0K———
AQR Capital Management LLC
N/A—12,268-12,268-100%$710.1K———
Principal Securities, Inc.
N/A—12,146-12,146-100%$703.0K———
LaSalle St. Investment Advisors, LLC
N/A—11,501-11,501-100%$665.7K———
Waverly Advisors, LLC
N/A—9,460-9,460-100%$547.5K———
AE Wealth Management LLC
N/A—9,281-9,281-100%$537.2K———
Ameritas Investment Partners, Inc.
N/A—8,511-8,511-100%$492.6K———
Private Advisor Group, LLC
N/A—7,473-7,473-100%$432.5K———
GTS Securities LLC
N/A—7,429-7,429-100%$430.0K———
Stifel Financial Corp
N/A—7,253-7,253-100%$419.8K———
Savvy Advisors, Inc.
N/A—6,473-6,473-100%$374.7K———
GWN Securities Inc.
N/A—6,300-6,300-100%$364.6K———
Continuum Advisory, LLC
N/A—6,171-6,171-100%$357.2K———
Focus Partners Advisor Solutions, LLC
N/A—6,084-6,084-100%$352.1K———
Citadel Advisors LLC
N/A—5,973-5,973-100%$345.7K———
NewEdge Advisors, LLC
N/A—5,825-5,825-100%$337.1K———
Envestnet Portfolio Solutions, Inc.
N/A—5,294-5,294-100%$306.4K———
Aptus Capital Advisors, LLC
N/A—5,269-5,269-100%$305.0K———
Barnes Wealth Management Group, Inc
N/A—5,264-5,264-100%$304.7K———
MML Investors Services, LLC
N/A—4,855-4,855-100%$281.0K———
Forge Financial Services LLC
N/A—4,194-4,194-100%$242.8K———
Wells Fargo & Company
N/A—4,018-4,018-100%$232.5K———
Empower Advisory Group, LLC
N/A—3,780-3,780-100%$218.8K———
Bouchey Financial Group, Ltd.
N/A—3,752-3,752-100%$217.2K———
Sfmg, LLC
N/A—3,593-3,593-100%$208.0K———
Orion Porfolio Solutions, LLC
N/A—3,513-3,513-100%$203.3K———
Betterment LLC
N/A—3,489-3,489-100%$202.0K———
SHP Wealth Management
N/A—3,452-3,452-100%$199.8K———
Ameritas Advisory Services, LLC
N/A—2,840-2,840-100%$164.4K———
Steward Partners Investment Advisory, LLC
N/A—2,278-2,278-100%$131.9K———
Morgan Stanley
N/A—1,549-1,549-100%$89.7K———
JPMorgan Chase & Co
N/A—757-757-100%$43.1K———
O'shaughnessy Asset Management, LLC
N/A—606-606-100%$35.1K———
FMR LLC
N/A—233-233-100%$13.5K———
Vanguard Advisers Inc
N/A—154-154-100%$8.9K———
Keating Financial Advisory Services, Inc.
N/A—145-145-100%$8.4K———
UBS Group AG
N/A—100-100-100%$5.8K———
Showing 154 of 154 institutions