Inspire Corporate Bond ETF (IBD)

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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LPL Financial LLC

INCREASED

Shares1,162,442 from 823,286

Change+339,156 (+41%)

Value$26.7M (+$7.2M)

Filed 2026-11-06

Creative Financial Designs Inc

INCREASED

Shares979,951 from 968,280

Change+11,671 (+1%)

Value$22.5M (-$477.2K)

Filed 2026-11-04

Bare Financial Services, Inc

INCREASED

Shares850,944 from 795,094

Change+55,850 (+7%)

Value$19.6M (+$672.3K)

Filed 2026-11-04

Inspire Investing, LLC

INCREASED

Shares838,148 from 768,594

Change+69,554 (+9%)

Value$19.3M (+$1.0M)

Filed 2026-10-22

Plan A Wealth LLC

INCREASED

Shares395,821 from 322,041

Change+73,780 (+23%)

Value$9.1M (+$1.4M)

Filed 2026-10-08

Legacy Wealth Asset Management, LLC

INCREASED

Shares256,141 from 184,769

Change+71,372 (+39%)

Value$5.9M (+$1.5M)

Filed 2026-10-09

Assetmark, Inc

INCREASED

Shares250,606 from 222,966

Change+27,640 (+12%)

Value$5.8M (+$464.0K)

Filed 2026-10-21

LVZ, Inc.

INCREASED

Shares198,088 from 197,625

Change+463 (+0%)

Value$4.6M (-$141.5K)

Filed 2026-10-20

Range Financial Group LLC

INCREASED

Shares196,002 from 152,721

Change+43,281 (+28%)

Value$4.5M (+$877.9K)

Filed 2026-10-21

Valmark Advisers, Inc.

INCREASED

Shares188,506 from 187,444

Change+1,062 (+1%)

Value$4.3M (-$119.9K)

Filed 2026-11-06

Allworth Financial LP

INCREASED

Shares186,167 from 180,701

Change+5,466 (+3%)

Value$4.4M (+$129.9K)

Filed 2026-11-06

TrueWealth Advisors, LLC

INCREASED

Shares126,387 from 123,684

Change+2,703 (+2%)

Value$2.9M (-$33.1K)

Filed 2026-10-09

Farther Finance Advisors, LLC

INCREASED

Shares107,607 from 105,133

Change+2,474 (+2%)

Value$2.5M (-$24.1K)

Filed 2026-10-08

Simplicity Wealth,LLC

INCREASED

Shares96,949 from 58,365

Change+38,584 (+66%)

Value$2.2M (+$842.5K)

Filed 2026-10-23

Vicus Capital

INCREASED

Shares91,985 from 90,985

Change+1,000 (+1%)

Value$2.1M (-$47.1K)

Filed 2026-11-05

Kestra Advisory Services, LLC

DECREASED

Shares86,472 from 88,211

Change-1,739 (-2%)

Value$2.0M (-$100.8K)

Filed 2026-11-02

AlphaStar Capital Management, LLC

INCREASED

Shares76,268 from 74,425

Change+1,843 (+2%)

Value$1.8M (-$14.9K)

Filed 2026-10-16

IFP Advisors, Inc

DECREASED

Shares73,226 from 81,140

Change-7,914 (-10%)

Value$1.7M (-$244.5K)

Filed 2026-10-16

Summit Wealth Group LLC / Co

INCREASED

Shares63,216 from 60,634

Change+2,582 (+4%)

Value$1.5M (+$12.7K)

Filed 2026-10-29

Discipline Wealth Solutions, LLC

INCREASED

Shares60,831 from 56,200

Change+4,631 (+8%)

Value$1.4M (+$63.2K)

Filed 2026-10-14

Optivise Advisory Services LLC

INCREASED

Shares57,352 from 51,632

Change+5,720 (+11%)

Value$1.3M (+$91.8K)

Filed 2026-10-19

First Heartland Consultants, Inc.

INCREASED

Shares46,522 from 44,442

Change+2,080 (+5%)

Value$1.1M (+$13.6K)

Filed 2026-10-08

Allen Capital Group, LLC

DECREASED

Shares45,012 from 53,281

Change-8,269 (-16%)

Value$1.0M (-$231.2K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares44,079 from 47,251

Change-3,172 (-7%)

Value$1.0K (-$1.1M)

Filed 2026-11-02

HFG Wealth Management, LLC

UNCHANGED

Shares40,229 from 40,229

Change0 (0%)

Value$956.2K ($0)

Filed 2026-10-16

Trust Point Inc.

DECREASED

Shares35,103 from 42,761

Change-7,658 (-18%)

Value$807.4K (-$209.1K)

Filed 2026-10-27

LifeGuide Financial Advisors, LLC

INCREASED

Shares33,466 from 29,545

Change+3,921 (+13%)

Value$769.7K (+$67.4K)

Filed 2026-10-20

Littlejohn Financial Services, Inc.

UNCHANGED

Shares31,298 from 31,298

Change0 (0%)

Value$719.9K (-$24.1K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares29,506 from 29,217

Change+289 (+1%)

Value$678.6K (-$15.9K)

Filed 2026-11-02

Cyndeo Wealth Partners, LLC

INCREASED

Shares28,043 from 24,931

Change+3,112 (+12%)

Value$645.0K (+$52.4K)

Filed 2026-10-16

Larry Mathis Financial Planning, LLC

UNCHANGED

Shares25,762 from 25,762

Change0 (0%)

Value$592.5K (-$19.8K)

Filed 2026-10-26

Merit Financial Group, LLC

INCREASED

Shares25,738 from 25,527

Change+211 (+1%)

Value$592.0K (-$14.8K)

Filed 2026-11-06

Hanson & Doremus Investment Management

INCREASED

Shares25,706 from 23,092

Change+2,614 (+11%)

Value$591 (-$548.4K)

Filed 2026-10-16

Pioneer Wealth Management Group

UNCHANGED

Shares23,605 from 23,605

Change0 (0%)

Value$542.9K (-$18.2K)

Filed 2026-10-09

RMG Wealth Management LLC

NEW

Shares23,235

Change+23,235

Value$541.8K

Filed 2026-10-26

Independent Financial Group, LLC

INCREASED

Shares22,286 from 19,551

Change+2,735 (+14%)

Value$512.6K (+$47.9K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

INCREASED

Shares22,008 from 19,504

Change+2,504 (+13%)

Value$506.2K (+$42.6K)

Filed 2026-11-04

Demars Financial Group, LLC

UNCHANGED

Shares19,434 from 19,434

Change0 (0%)

Value$447.0K (-$15.0K)

Filed 2026-10-22

Sterling Investment Advisors, Ltd.

INCREASED

Shares19,000 from 10,000

Change+9,000 (+90%)

Value$437.0K (+$199.3K)

Filed 2026-10-27

Blue Trust, Inc.

INCREASED

Shares17,376 from 17,056

Change+320 (+2%)

Value$399.6K (-$5.8K)

Filed 2026-10-15

Turning Point Benefit Group, Inc.

DECREASED

Shares16,713 from 19,600

Change-2,887 (-15%)

Value$384.6K (-$81.3K)

Filed 2026-10-28

Stewardship Advisors, LLC

INCREASED

Shares16,284 from 13,493

Change+2,791 (+21%)

Value$374.5K (+$53.8K)

Filed 2026-10-20

Carlson Financial, Inc.

DECREASED

Shares15,674 from 17,679

Change-2,005 (-11%)

Value$360.5K (-$59.8K)

Filed 2026-11-05

Revisor Wealth Management LLC

DECREASED

Shares15,479 from 50,838

Change-35,359 (-70%)

Value$359.6K (-$853.7K)

Filed 2026-10-20

MRA Advisory Group

INCREASED

Shares14,923 from 14,727

Change+196 (+1%)

Value$343.2K (-$6.8K)

Filed 2026-10-07

Cornerstone Wealth Management, LLC

UNCHANGED

Shares14,643 from 14,643

Change0 (0%)

Value$336.8K (-$11.3K)

Filed 2026-11-04

Trek Financial, LLC

UNCHANGED

Shares14,628 from 14,628

Change0 (0%)

Value$336.4K (-$11.3K)

Filed 2026-10-29

Atria Investments, Inc

INCREASED

Shares14,191 from 13,959

Change+232 (+2%)

Value$326.4K (-$5.4K)

Filed 2026-10-15

Howard Bailey Securities, LLC

UNCHANGED

Shares13,960 from 13,960

Change0 (0%)

Value$321.1K (-$10.7K)

Filed 2026-10-27

Bedel Financial Consulting, Inc.

INCREASED

Shares11,638 from 10,568

Change+1,070 (+10%)

Value$267.7K (+$16.5K)

Filed 2026-11-06

Schwallier Wealth Management LLC

INCREASED

Shares11,449 from 10,631

Change+818 (+8%)

Value$263.3K (+$10.6K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares11,274 from 11,301

Change-27 (0%)

Value$259.9K (-$8.2K)

Filed 2026-10-13

PVG Asset Management Corp

INCREASED

Shares11,151 from 10,488

Change+663 (+6%)

Value$256.5K (+$7.2K)

Filed 2026-10-19

Straight Path Wealth Management

DECREASED

Shares10,615 from 10,898

Change-283 (-3%)

Value$244.1K (-$14.9K)

Filed 2026-10-23

Bria Capital Group, LLC

DECREASED

Shares9,300 from 9,773

Change-473 (-5%)

Value$213.9K (-$18.4K)

Filed 2026-10-22

Triad Wealth Partners, LLC

UNCHANGED

Shares9,053 from 9,053

Change0 (0%)

Value$208.2K (-$5.6K)

Filed 2026-10-26

Thrivent Financial for Lutherans

DECREASED

Shares8,936 from 10,545

Change-1,609 (-15%)

Value$206 (-$250.8K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares4,343

Change+4,343

Value$99.9K

Filed 2026-10-21

CX Institutional

NEW

Shares2,374

Change+2,374

Value$55

Filed 2026-10-02

Buck Wealth Strategies, LLC

INCREASED

Shares1,552 from 1,543

Change+9 (+1%)

Value$35.7K (-$977)

Filed 2026-10-28

DeDora Capital, Inc.

NEW

Shares1,221

Change+1,221

Value$28.1K

Filed 2026-10-26

RFG Advisory, LLC

CLOSED

Shares0 from 13,389

Change-13,389 (-100%)

Value$0 (-$318.3K)

Filed 2026-11-03

Christian Investment Advisors, Inc.

CLOSED

Shares0 from 8,706

Change-8,706 (-100%)

Value$0 (-$206.9K)

Filed 2026-11-03

D.A. Davidson & Co.

CLOSED

Shares0 from 8,433

Change-8,433 (-100%)

Value$0 (-$200.5K)

Filed 2026-10-28

AdvisorNet Financial, Inc

CLOSED

Shares0 from 4,012

Change-4,012 (-100%)

Value$0 (-$95.4K)

Filed 2026-10-15

Inspire Advisors, LLC

N/A

Shares— from 4,102,463

Change-4,102,463 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 1,715,901

Change-1,715,901 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 548,881

Change-548,881 (-100%)

Value—

PAX Financial Group, LLC

N/A

Shares— from 348,665

Change-348,665 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 267,448

Change-267,448 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 180,131

Change-180,131 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 154,171

Change-154,171 (-100%)

Value—

OneAscent Investment Solutions LLC

N/A

Shares— from 147,937

Change-147,937 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 126,122

Change-126,122 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 114,735

Change-114,735 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 106,334

Change-106,334 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 97,889

Change-97,889 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 95,153

Change-95,153 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 79,048

Change-79,048 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 53,339

Change-53,339 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 47,881

Change-47,881 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 47,710

Change-47,710 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 41,930

Change-41,930 (-100%)

Value—

Tulsa Wealth Advisors, Inc

N/A

Shares— from 37,299

Change-37,299 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 29,051

Change-29,051 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 24,806

Change-24,806 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 24,127

Change-24,127 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 21,914

Change-21,914 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 19,163

Change-19,163 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,777

Change-18,777 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 18,235

Change-18,235 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 16,284

Change-16,284 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 16,036

Change-16,036 (-100%)

Value—

Panoramic Investment Advisors, LLC

N/A

Shares— from 14,500

Change-14,500 (-100%)

Value—

Hobbs Group Advisors, LLC

N/A

Shares— from 14,488

Change-14,488 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 12,710

Change-12,710 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 12,483

Change-12,483 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 10,377

Change-10,377 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,227

Change-10,227 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,866

Change-8,866 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 8,723

Change-8,723 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 7,004

Change-7,004 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 6,078

Change-6,078 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 3,597

Change-3,597 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,548

Change-2,548 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 2,359

Change-2,359 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1,984

Change-1,984 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,085

Change-1,085 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 732

Change-732 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 558

Change-558 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 373

Change-373 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 170

Change-170 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 73

Change-73 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 61

Change-61 (-100%)

Value—

UBS Group AG

N/A

Shares— from 46

Change-46 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,162,442	823,286	+339,156	+41%	$19.6M	$26.7M	+$7.2M	2026-11-06
Creative Financial Designs Inc	INCREASED	979,951	968,280	+11,671	+1%	$23.0M	$22.5M	-$477.2K	2026-11-04
Bare Financial Services, Inc	INCREASED	850,944	795,094	+55,850	+7%	$18.9M	$19.6M	+$672.3K	2026-11-04
Inspire Investing, LLC	INCREASED	838,148	768,594	+69,554	+9%	$18.3M	$19.3M	+$1.0M	2026-10-22
Plan A Wealth LLC	INCREASED	395,821	322,041	+73,780	+23%	$7.7M	$9.1M	+$1.4M	2026-10-08
Legacy Wealth Asset Management, LLC	INCREASED	256,141	184,769	+71,372	+39%	$4.4M	$5.9M	+$1.5M	2026-10-09
Assetmark, Inc	INCREASED	250,606	222,966	+27,640	+12%	$5.3M	$5.8M	+$464.0K	2026-10-21
LVZ, Inc.	INCREASED	198,088	197,625	+463	+0%	$4.7M	$4.6M	-$141.5K	2026-10-20
Range Financial Group LLC	INCREASED	196,002	152,721	+43,281	+28%	$3.6M	$4.5M	+$877.9K	2026-10-21
Valmark Advisers, Inc.	INCREASED	188,506	187,444	+1,062	+1%	$4.5M	$4.3M	-$119.9K	2026-11-06
Allworth Financial LP	INCREASED	186,167	180,701	+5,466	+3%	$4.3M	$4.4M	+$129.9K	2026-11-06
TrueWealth Advisors, LLC	INCREASED	126,387	123,684	+2,703	+2%	$2.9M	$2.9M	-$33.1K	2026-10-09
Farther Finance Advisors, LLC	INCREASED	107,607	105,133	+2,474	+2%	$2.5M	$2.5M	-$24.1K	2026-10-08
Simplicity Wealth,LLC	INCREASED	96,949	58,365	+38,584	+66%	$1.4M	$2.2M	+$842.5K	2026-10-23
Vicus Capital	INCREASED	91,985	90,985	+1,000	+1%	$2.2M	$2.1M	-$47.1K	2026-11-05
Kestra Advisory Services, LLC	DECREASED	86,472	88,211	-1,739	-2%	$2.1M	$2.0M	-$100.8K	2026-11-02
AlphaStar Capital Management, LLC	INCREASED	76,268	74,425	+1,843	+2%	$1.8M	$1.8M	-$14.9K	2026-10-16
IFP Advisors, Inc	DECREASED	73,226	81,140	-7,914	-10%	$1.9M	$1.7M	-$244.5K	2026-10-16
Summit Wealth Group LLC / Co	INCREASED	63,216	60,634	+2,582	+4%	$1.4M	$1.5M	+$12.7K	2026-10-29
Discipline Wealth Solutions, LLC	INCREASED	60,831	56,200	+4,631	+8%	$1.3M	$1.4M	+$63.2K	2026-10-14
Optivise Advisory Services LLC	INCREASED	57,352	51,632	+5,720	+11%	$1.2M	$1.3M	+$91.8K	2026-10-19
First Heartland Consultants, Inc.	INCREASED	46,522	44,442	+2,080	+5%	$1.1M	$1.1M	+$13.6K	2026-10-08
Allen Capital Group, LLC	DECREASED	45,012	53,281	-8,269	-16%	$1.3M	$1.0M	-$231.2K	2026-10-27
Cambridge Investment Research Advisors, Inc.	DECREASED	44,079	47,251	-3,172	-7%	$1.1M	$1.0K	-$1.1M	2026-11-02
HFG Wealth Management, LLC	UNCHANGED	40,229	40,229	0	0%	$956.2K	$956.2K	$0	2026-10-16
Trust Point Inc.	DECREASED	35,103	42,761	-7,658	-18%	$1.0M	$807.4K	-$209.1K	2026-10-27
LifeGuide Financial Advisors, LLC	INCREASED	33,466	29,545	+3,921	+13%	$702.3K	$769.7K	+$67.4K	2026-10-20
Littlejohn Financial Services, Inc.	UNCHANGED	31,298	31,298	0	0%	$744.0K	$719.9K	-$24.1K	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	29,506	29,217	+289	+1%	$694.5K	$678.6K	-$15.9K	2026-11-02
Cyndeo Wealth Partners, LLC	INCREASED	28,043	24,931	+3,112	+12%	$592.6K	$645.0K	+$52.4K	2026-10-16
Larry Mathis Financial Planning, LLC	UNCHANGED	25,762	25,762	0	0%	$612.4K	$592.5K	-$19.8K	2026-10-26
Merit Financial Group, LLC	INCREASED	25,738	25,527	+211	+1%	$606.8K	$592.0K	-$14.8K	2026-11-06
Hanson & Doremus Investment Management	INCREASED	25,706	23,092	+2,614	+11%	$549.0K	$591	-$548.4K	2026-10-16
Pioneer Wealth Management Group	UNCHANGED	23,605	23,605	0	0%	$561.1K	$542.9K	-$18.2K	2026-10-09
RMG Wealth Management LLC	NEW	23,235	—	+23,235	—	—	$541.8K	—	2026-10-26
Independent Financial Group, LLC	INCREASED	22,286	19,551	+2,735	+14%	$464.7K	$512.6K	+$47.9K	2026-10-13
EverSource Wealth Advisors, LLC	INCREASED	22,008	19,504	+2,504	+13%	$463.6K	$506.2K	+$42.6K	2026-11-04
Demars Financial Group, LLC	UNCHANGED	19,434	19,434	0	0%	$461.9K	$447.0K	-$15.0K	2026-10-22
Sterling Investment Advisors, Ltd.	INCREASED	19,000	10,000	+9,000	+90%	$237.7K	$437.0K	+$199.3K	2026-10-27
Blue Trust, Inc.	INCREASED	17,376	17,056	+320	+2%	$405.4K	$399.6K	-$5.8K	2026-10-15
Turning Point Benefit Group, Inc.	DECREASED	16,713	19,600	-2,887	-15%	$465.9K	$384.6K	-$81.3K	2026-10-28
Stewardship Advisors, LLC	INCREASED	16,284	13,493	+2,791	+21%	$320.7K	$374.5K	+$53.8K	2026-10-20
Carlson Financial, Inc.	DECREASED	15,674	17,679	-2,005	-11%	$420.3K	$360.5K	-$59.8K	2026-11-05
Revisor Wealth Management LLC	DECREASED	15,479	50,838	-35,359	-70%	$1.2M	$359.6K	-$853.7K	2026-10-20
MRA Advisory Group	INCREASED	14,923	14,727	+196	+1%	$350.1K	$343.2K	-$6.8K	2026-10-07
Cornerstone Wealth Management, LLC	UNCHANGED	14,643	14,643	0	0%	$348.1K	$336.8K	-$11.3K	2026-11-04
Trek Financial, LLC	UNCHANGED	14,628	14,628	0	0%	$347.7K	$336.4K	-$11.3K	2026-10-29
Atria Investments, Inc	INCREASED	14,191	13,959	+232	+2%	$331.8K	$326.4K	-$5.4K	2026-10-15
Howard Bailey Securities, LLC	UNCHANGED	13,960	13,960	0	0%	$331.8K	$321.1K	-$10.7K	2026-10-27
Bedel Financial Consulting, Inc.	INCREASED	11,638	10,568	+1,070	+10%	$251.2K	$267.7K	+$16.5K	2026-11-06
Schwallier Wealth Management LLC	INCREASED	11,449	10,631	+818	+8%	$252.7K	$263.3K	+$10.6K	2026-11-05
Wealth Enhancement Advisory Services, LLC	DECREASED	11,274	11,301	-27	0%	$268.1K	$259.9K	-$8.2K	2026-10-13
PVG Asset Management Corp	INCREASED	11,151	10,488	+663	+6%	$249.3K	$256.5K	+$7.2K	2026-10-19
Straight Path Wealth Management	DECREASED	10,615	10,898	-283	-3%	$259.0K	$244.1K	-$14.9K	2026-10-23
Bria Capital Group, LLC	DECREASED	9,300	9,773	-473	-5%	$232.3K	$213.9K	-$18.4K	2026-10-22
Triad Wealth Partners, LLC	UNCHANGED	9,053	9,053	0	0%	$213.8K	$208.2K	-$5.6K	2026-10-26
Thrivent Financial for Lutherans	DECREASED	8,936	10,545	-1,609	-15%	$251.0K	$206	-$250.8K	2026-11-05
Root Financial Partners, LLC	NEW	4,343	—	+4,343	—	—	$99.9K	—	2026-10-21
CX Institutional	NEW	2,374	—	+2,374	—	—	$55	—	2026-10-02
Buck Wealth Strategies, LLC	INCREASED	1,552	1,543	+9	+1%	$36.7K	$35.7K	-$977	2026-10-28
DeDora Capital, Inc.	NEW	1,221	—	+1,221	—	—	$28.1K	—	2026-10-26
RFG Advisory, LLC	CLOSED	0	13,389	-13,389	-100%	$318.3K	$0	-$318.3K	2026-11-03
Christian Investment Advisors, Inc.	CLOSED	0	8,706	-8,706	-100%	$206.9K	$0	-$206.9K	2026-11-03
D.A. Davidson & Co.	CLOSED	0	8,433	-8,433	-100%	$200.5K	$0	-$200.5K	2026-10-28
AdvisorNet Financial, Inc	CLOSED	0	4,012	-4,012	-100%	$95.4K	$0	-$95.4K	2026-10-15
Inspire Advisors, LLC	N/A	—	4,102,463	-4,102,463	-100%	$97.5M	—	—	—
Faithward Advisors, LLC	N/A	—	1,715,901	-1,715,901	-100%	$40.8M	—	—	—
OneAscent Financial Services LLC	N/A	—	548,881	-548,881	-100%	$13.0M	—	—	—
PAX Financial Group, LLC	N/A	—	348,665	-348,665	-100%	$8.3M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	267,448	-267,448	-100%	$6.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	180,131	-180,131	-100%	$4.3M	—	—	—
WorthPointe, LLC	N/A	—	154,171	-154,171	-100%	$3.7M	—	—	—
OneAscent Investment Solutions LLC	N/A	—	147,937	-147,937	-100%	$3.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	126,122	-126,122	-100%	$3.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	114,735	-114,735	-100%	$2.7M	—	—	—
Belpointe Asset Management LLC	N/A	—	106,334	-106,334	-100%	$2.5M	—	—	—
Citadel Advisors LLC	N/A	—	97,889	-97,889	-100%	$2.3M	—	—	—
Raymond James Financial Inc	N/A	—	95,153	-95,153	-100%	$2.3M	—	—	—
Cetera Investment Advisers	N/A	—	79,048	-79,048	-100%	$1.9M	—	—	—
Cornerstone Financial Management LLC	N/A	—	53,339	-53,339	-100%	$1.3M	—	—	—
AE Wealth Management LLC	N/A	—	47,881	-47,881	-100%	$1.1M	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	47,710	-47,710	-100%	$1.1M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	41,930	-41,930	-100%	$996.7K	—	—	—
Tulsa Wealth Advisors, Inc	N/A	—	37,299	-37,299	-100%	$886.6K	—	—	—
Harbour Investments, Inc.	N/A	—	29,051	-29,051	-100%	$690.5K	—	—	—
Keel Point, LLC	N/A	—	24,806	-24,806	-100%	$589.6K	—	—	—
Royal Bank of Canada	N/A	—	24,127	-24,127	-100%	$573.0K	—	—	—
Johnson Investment Counsel Inc	N/A	—	21,914	-21,914	-100%	$520.9K	—	—	—
Advisory Services Network, LLC	N/A	—	19,163	-19,163	-100%	$455.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	18,777	-18,777	-100%	$446.3K	—	—	—
Benjamin Edwards Inc	N/A	—	18,235	-18,235	-100%	$433.4K	—	—	—
Waverly Advisors, LLC	N/A	—	16,284	-16,284	-100%	$387.1K	—	—	—
MML Investors Services, LLC	N/A	—	16,036	-16,036	-100%	$381.2K	—	—	—
Panoramic Investment Advisors, LLC	N/A	—	14,500	-14,500	-100%	$344.7K	—	—	—
Hobbs Group Advisors, LLC	N/A	—	14,488	-14,488	-100%	$344.4K	—	—	—
Harvest Investment Services, LLC	N/A	—	12,710	-12,710	-100%	$302.1K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	12,483	-12,483	-100%	$296.7K	—	—	—
CreativeOne Wealth, LLC	N/A	—	10,377	-10,377	-100%	$246.7K	—	—	—
Stifel Financial Corp	N/A	—	10,227	-10,227	-100%	$243.1K	—	—	—
Private Advisor Group, LLC	N/A	—	8,866	-8,866	-100%	$210.7K	—	—	—
Van Diest Capital, LLC	N/A	—	8,723	-8,723	-100%	$207.3K	—	—	—
SHP Wealth Management	N/A	—	7,004	-7,004	-100%	$166.5K	—	—	—
Wells Fargo & Company	N/A	—	6,078	-6,078	-100%	$144.5K	—	—	—
IFG Advisory, LLC	N/A	—	3,597	-3,597	-100%	$85.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,548	-2,548	-100%	$60.6K	—	—	—
Continuum Advisory, LLC	N/A	—	2,359	-2,359	-100%	$56.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1,984	-1,984	-100%	$47.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,085	-1,085	-100%	$25.8K	—	—	—
Arax Advisory Partners	N/A	—	732	-732	-100%	$17.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	558	-558	-100%	$13.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	373	-373	-100%	$8.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	170	-170	-100%	$4.0K	—	—	—
Morgan Stanley	N/A	—	73	-73	-100%	$1.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	61	-61	-100%	$1.5K	—	—	—
UBS Group AG	N/A	—	46	-46	-100%	$1.1K	—	—	—

Showing 115 of 115 institutions