Inspire Small Cap ETF (ISMD)

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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Christian Investment Advisors, Inc.

DECREASED

Shares332,355 from 336,477

Change-4,122 (-1%)

Value$15.4M (-$1.4M)

Filed 2026-11-03

Inspire Investing, LLC

DECREASED

Shares180,729 from 206,820

Change-26,091 (-13%)

Value$8.4M (-$2.0M)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares84,639 from 67,415

Change+17,224 (+26%)

Value$3.9M (+$628.0K)

Filed 2026-10-13

Creative Financial Designs Inc

INCREASED

Shares84,557 from 51,047

Change+33,510 (+66%)

Value$3.9M (+$1.4M)

Filed 2026-11-04

Simplicity Wealth,LLC

INCREASED

Shares78,172 from 40,936

Change+37,236 (+91%)

Value$3.6M (+$1.6M)

Filed 2026-10-23

AlphaStar Capital Management, LLC

INCREASED

Shares70,773 from 70,736

Change+37 (+0%)

Value$3.3M (-$256.2K)

Filed 2026-10-16

Sound Financial Strategies Group, LLC

DECREASED

Shares67,879 from 78,430

Change-10,551 (-13%)

Value$3.1M (-$775.1K)

Filed 2026-10-30

IFP Advisors, Inc

INCREASED

Shares37,020 from 15,350

Change+21,670 (+141%)

Value$1.7M (+$948.4K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

DECREASED

Shares35,773 from 36,857

Change-1,084 (-3%)

Value$1.7M (-$184.6K)

Filed 2026-11-04

Carlson Financial, Inc.

INCREASED

Shares31,744 from 31,681

Change+63 (+0%)

Value$1.5M (-$112.6K)

Filed 2026-11-05

LVZ, Inc.

DECREASED

Shares28,354 from 28,646

Change-292 (-1%)

Value$1.3M (-$118.0K)

Filed 2026-10-20

Bare Financial Services, Inc

UNCHANGED

Shares27,551 from 27,551

Change0 (0%)

Value$1.3M (-$100.5K)

Filed 2026-11-04

Family Wealth Partners, LLC

DECREASED

Shares23,349 from 23,465

Change-116 (0%)

Value$1.1M (-$90.9K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares21,390 from 19,070

Change+2,320 (+12%)

Value$991 (-$952.0K)

Filed 2026-11-02

Financial Advisory Corp

DECREASED

Shares19,678 from 19,696

Change-18 (0%)

Value$912.1K (-$72.7K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

DECREASED

Shares16,206 from 18,579

Change-2,373 (-13%)

Value$751.1K (-$177.8K)

Filed 2026-11-02

RMG Wealth Management LLC

INCREASED

Shares14,853 from 14,836

Change+17 (+0%)

Value$690.5K (-$55.6K)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares14,392 from 13,191

Change+1,201 (+9%)

Value$667.1K (+$7.6K)

Filed 2026-10-08

Sterling Investment Advisors, Ltd.

UNCHANGED

Shares14,300 from 14,300

Change0 (0%)

Value$662.8K (-$52.2K)

Filed 2026-10-27

Trust Point Inc.

DECREASED

Shares11,553 from 18,952

Change-7,399 (-39%)

Value$535.5K (-$412.1K)

Filed 2026-10-27

Frontier Asset Management, LLC

INCREASED

Shares11,161 from 10,808

Change+353 (+3%)

Value$517.3K (-$23.1K)

Filed 2026-10-28

Focus Financial Network, Inc.

INCREASED

Shares10,698 from 8,251

Change+2,447 (+30%)

Value$498.3K (+$83.9K)

Filed 2026-10-14

Whitaker-Myers Wealth Managers, Ltd.

INCREASED

Shares9,792 from 9,127

Change+665 (+7%)

Value$453.9K (-$2.4K)

Filed 2026-10-09

Legacy Wealth Asset Management, LLC

INCREASED

Shares8,424 from 5,350

Change+3,074 (+57%)

Value$390.5K (+$123.0K)

Filed 2026-10-09

Ascentis Independent Advisors

NEW

Shares7,338

Change+7,338

Value$340.1K

Filed 2026-11-03

Synergy Asset Management, LLC

NEW

Shares6,749

Change+6,749

Value$312.8K

Filed 2026-11-05

PFG Advisors

INCREASED

Shares5,493 from 5,330

Change+163 (+3%)

Value$254.6K (-$11.9K)

Filed 2026-10-16

AdvisorNet Financial, Inc

INCREASED

Shares5,220 from 4,315

Change+905 (+21%)

Value$237.7K (+$21.9K)

Filed 2026-10-15

Larry Mathis Financial Planning, LLC

UNCHANGED

Shares5,011 from 5,011

Change0 (0%)

Value$232.3K (-$18.3K)

Filed 2026-10-26

StoneX Group Inc.

NEW

Shares4,981

Change+4,981

Value$231.1K

Filed 2026-11-03

MCF Advisors LLC

INCREASED

Shares4,496 from 4,129

Change+367 (+9%)

Value$209.1K (+$2.0K)

Filed 2026-10-28

Crossmark Global Holdings, Inc.

UNCHANGED

Shares4,324 from 4,324

Change0 (0%)

Value$200.1K (-$15.8K)

Filed 2026-10-21

LifeWealth Investments, LLC

DECREASED

Shares4,323 from 4,412

Change-89 (-2%)

Value$200.4K (-$20.2K)

Filed 2026-10-21

Fairman Group, LLC

INCREASED

Shares2,562 from 2,551

Change+11 (+0%)

Value$119.3K (-$8.8K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares1,626

Change+1,626

Value$75.4K

Filed 2026-10-21

CoreCap Advisors, LLC

UNCHANGED

Shares1,285 from 1,285

Change0 (0%)

Value$59.6K (-$4.7K)

Filed 2026-10-08

Blue Trust, Inc.

INCREASED

Shares895 from 864

Change+31 (+4%)

Value$41.5K (-$1.7K)

Filed 2026-10-15

Peoples Financial Services Corp.

INCREASED

Shares686 from 470

Change+216 (+46%)

Value$31.8K (+$8.3K)

Filed 2026-10-20

Private Trust Co NA

UNCHANGED

Shares625 from 625

Change0 (0%)

Value$29.0K (-$2.3K)

Filed 2026-10-20

Trust Co of Toledo NA

UNCHANGED

Shares370 from 370

Change0 (0%)

Value$17.2K (-$1.3K)

Filed 2026-10-16

Noble Wealth Management PBC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$13.9K (-$1.1K)

Filed 2026-10-01

StrongBox Wealth, LLC

UNCHANGED

Shares198 from 198

Change0 (0%)

Value$9.2K (-$722)

Filed 2026-11-02

CX Institutional

UNCHANGED

Shares148 from 148

Change0 (0%)

Value$7 ($0)

Filed 2026-10-02

Revisor Wealth Management LLC

CLOSED

Shares0 from 11,489

Change-11,489 (-100%)

Value$0 (-$577.0K)

Filed 2026-10-20

Cornerstone Planning Group LLC

CLOSED

Shares0 from 4,207

Change-4,207 (-100%)

Value$0 (-$207.6K)

Filed 2026-10-16

Courier Capital LLC

CLOSED

Shares0 from 4,128

Change-4,128 (-100%)

Value$0 (-$206.4K)

Filed 2026-10-19

Values First Advisors, Inc.

CLOSED

Shares0 from 309

Change-309 (-100%)

Value$0 (-$15.4K)

Filed 2026-10-23

Inspire Advisors, LLC

N/A

Shares— from 1,579,201

Change-1,579,201 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 793,784

Change-793,784 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 262,369

Change-262,369 (-100%)

Value—

PAX Financial Group, LLC

N/A

Shares— from 200,796

Change-200,796 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 70,865

Change-70,865 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 64,475

Change-64,475 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 45,717

Change-45,717 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 42,800

Change-42,800 (-100%)

Value—

UBS Group AG

N/A

Shares— from 41,621

Change-41,621 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 37,044

Change-37,044 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 35,099

Change-35,099 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 34,824

Change-34,824 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 32,910

Change-32,910 (-100%)

Value—

Chevy Chase Trust Holdings, LLC

N/A

Shares— from 31,330

Change-31,330 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 27,900

Change-27,900 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 23,462

Change-23,462 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 22,368

Change-22,368 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 20,432

Change-20,432 (-100%)

Value—

Koss-Olinger Consulting, LLC

N/A

Shares— from 18,988

Change-18,988 (-100%)

Value—

Providence Financial Advisors, LLC

N/A

Shares— from 16,694

Change-16,694 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 14,331

Change-14,331 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 14,212

Change-14,212 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 13,897

Change-13,897 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 13,702

Change-13,702 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 13,252

Change-13,252 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 11,462

Change-11,462 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,113

Change-11,113 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,911

Change-10,911 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 9,940

Change-9,940 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,902

Change-9,902 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 9,244

Change-9,244 (-100%)

Value—

Q3 Asset Management

N/A

Shares— from 8,283

Change-8,283 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,751

Change-7,751 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 7,044

Change-7,044 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 6,658

Change-6,658 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,483

Change-6,483 (-100%)

Value—

Gambit Capital Management, LLC

N/A

Shares— from 6,344

Change-6,344 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 6,068

Change-6,068 (-100%)

Value—

Littlejohn Financial Services, Inc.

N/A

Shares— from 5,993

Change-5,993 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 5,385

Change-5,385 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 5,048

Change-5,048 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 4,676

Change-4,676 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 4,522

Change-4,522 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 4,406

Change-4,406 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 4,371

Change-4,371 (-100%)

Value—

Betterment LLC

N/A

Shares— from 4,280

Change-4,280 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 4,036

Change-4,036 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,004

Change-4,004 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,595

Change-2,595 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 2,243

Change-2,243 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,128

Change-2,128 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,614

Change-1,614 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,491

Change-1,491 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,331

Change-1,331 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 945

Change-945 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 386

Change-386 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 238

Change-238 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 210

Change-210 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 208

Change-208 (-100%)

Value—

FMR LLC

N/A

Shares— from 189

Change-189 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 182

Change-182 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 55

Change-55 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 10

Change-10 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 0

Change0

Value—

	Status
Christian Investment Advisors, Inc.	DECREASED	332,355	336,477	-4,122	-1%	$16.8M	$15.4M	-$1.4M	2026-11-03
Inspire Investing, LLC	DECREASED	180,729	206,820	-26,091	-13%	$10.3M	$8.4M	-$2.0M	2026-10-22
Wealth Enhancement Advisory Services, LLC	INCREASED	84,639	67,415	+17,224	+26%	$3.3M	$3.9M	+$628.0K	2026-10-13
Creative Financial Designs Inc	INCREASED	84,557	51,047	+33,510	+66%	$2.6M	$3.9M	+$1.4M	2026-11-04
Simplicity Wealth,LLC	INCREASED	78,172	40,936	+37,236	+91%	$2.0M	$3.6M	+$1.6M	2026-10-23
AlphaStar Capital Management, LLC	INCREASED	70,773	70,736	+37	+0%	$3.5M	$3.3M	-$256.2K	2026-10-16
Sound Financial Strategies Group, LLC	DECREASED	67,879	78,430	-10,551	-13%	$3.9M	$3.1M	-$775.1K	2026-10-30
IFP Advisors, Inc	INCREASED	37,020	15,350	+21,670	+141%	$767.5K	$1.7M	+$948.4K	2026-10-16
EverSource Wealth Advisors, LLC	DECREASED	35,773	36,857	-1,084	-3%	$1.8M	$1.7M	-$184.6K	2026-11-04
Carlson Financial, Inc.	INCREASED	31,744	31,681	+63	+0%	$1.6M	$1.5M	-$112.6K	2026-11-05
LVZ, Inc.	DECREASED	28,354	28,646	-292	-1%	$1.4M	$1.3M	-$118.0K	2026-10-20
Bare Financial Services, Inc	UNCHANGED	27,551	27,551	0	0%	$1.4M	$1.3M	-$100.5K	2026-11-04
Family Wealth Partners, LLC	DECREASED	23,349	23,465	-116	0%	$1.2M	$1.1M	-$90.9K	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	21,390	19,070	+2,320	+12%	$953.0K	$991	-$952.0K	2026-11-02
Financial Advisory Corp	DECREASED	19,678	19,696	-18	0%	$984.8K	$912.1K	-$72.7K	2026-10-14
Commonwealth Equity Services, LLC	DECREASED	16,206	18,579	-2,373	-13%	$928.9K	$751.1K	-$177.8K	2026-11-02
RMG Wealth Management LLC	INCREASED	14,853	14,836	+17	+0%	$746.1K	$690.5K	-$55.6K	2026-10-26
Farther Finance Advisors, LLC	INCREASED	14,392	13,191	+1,201	+9%	$659.5K	$667.1K	+$7.6K	2026-10-08
Sterling Investment Advisors, Ltd.	UNCHANGED	14,300	14,300	0	0%	$715.0K	$662.8K	-$52.2K	2026-10-27
Trust Point Inc.	DECREASED	11,553	18,952	-7,399	-39%	$947.5K	$535.5K	-$412.1K	2026-10-27
Frontier Asset Management, LLC	INCREASED	11,161	10,808	+353	+3%	$540.4K	$517.3K	-$23.1K	2026-10-28
Focus Financial Network, Inc.	INCREASED	10,698	8,251	+2,447	+30%	$414.4K	$498.3K	+$83.9K	2026-10-14
Whitaker-Myers Wealth Managers, Ltd.	INCREASED	9,792	9,127	+665	+7%	$456.3K	$453.9K	-$2.4K	2026-10-09
Legacy Wealth Asset Management, LLC	INCREASED	8,424	5,350	+3,074	+57%	$267.5K	$390.5K	+$123.0K	2026-10-09
Ascentis Independent Advisors	NEW	7,338	—	+7,338	—	—	$340.1K	—	2026-11-03
Synergy Asset Management, LLC	NEW	6,749	—	+6,749	—	—	$312.8K	—	2026-11-05
PFG Advisors	INCREASED	5,493	5,330	+163	+3%	$266.5K	$254.6K	-$11.9K	2026-10-16
AdvisorNet Financial, Inc	INCREASED	5,220	4,315	+905	+21%	$215.7K	$237.7K	+$21.9K	2026-10-15
Larry Mathis Financial Planning, LLC	UNCHANGED	5,011	5,011	0	0%	$250.5K	$232.3K	-$18.3K	2026-10-26
StoneX Group Inc.	NEW	4,981	—	+4,981	—	—	$231.1K	—	2026-11-03
MCF Advisors LLC	INCREASED	4,496	4,129	+367	+9%	$207.1K	$209.1K	+$2.0K	2026-10-28
Crossmark Global Holdings, Inc.	UNCHANGED	4,324	4,324	0	0%	$215.9K	$200.1K	-$15.8K	2026-10-21
LifeWealth Investments, LLC	DECREASED	4,323	4,412	-89	-2%	$220.6K	$200.4K	-$20.2K	2026-10-21
Fairman Group, LLC	INCREASED	2,562	2,551	+11	+0%	$128.1K	$119.3K	-$8.8K	2026-10-26
Root Financial Partners, LLC	NEW	1,626	—	+1,626	—	—	$75.4K	—	2026-10-21
CoreCap Advisors, LLC	UNCHANGED	1,285	1,285	0	0%	$64.2K	$59.6K	-$4.7K	2026-10-08
Blue Trust, Inc.	INCREASED	895	864	+31	+4%	$43.2K	$41.5K	-$1.7K	2026-10-15
Peoples Financial Services Corp.	INCREASED	686	470	+216	+46%	$23.5K	$31.8K	+$8.3K	2026-10-20
Private Trust Co NA	UNCHANGED	625	625	0	0%	$31.2K	$29.0K	-$2.3K	2026-10-20
Trust Co of Toledo NA	UNCHANGED	370	370	0	0%	$18.5K	$17.2K	-$1.3K	2026-10-16
Noble Wealth Management PBC	UNCHANGED	300	300	0	0%	$15.0K	$13.9K	-$1.1K	2026-10-01
StrongBox Wealth, LLC	UNCHANGED	198	198	0	0%	$9.9K	$9.2K	-$722	2026-11-02
CX Institutional	UNCHANGED	148	148	0	0%	$7	$7	$0	2026-10-02
Revisor Wealth Management LLC	CLOSED	0	11,489	-11,489	-100%	$577.0K	$0	-$577.0K	2026-10-20
Cornerstone Planning Group LLC	CLOSED	0	4,207	-4,207	-100%	$207.6K	$0	-$207.6K	2026-10-16
Courier Capital LLC	CLOSED	0	4,128	-4,128	-100%	$206.4K	$0	-$206.4K	2026-10-19
Values First Advisors, Inc.	CLOSED	0	309	-309	-100%	$15.4K	$0	-$15.4K	2026-10-23
Inspire Advisors, LLC	N/A	—	1,579,201	-1,579,201	-100%	$78.9M	—	—	—
OneAscent Financial Services LLC	N/A	—	793,784	-793,784	-100%	$39.7M	—	—	—
LPL Financial LLC	N/A	—	262,369	-262,369	-100%	$13.1M	—	—	—
PAX Financial Group, LLC	N/A	—	200,796	-200,796	-100%	$10.0M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	70,865	-70,865	-100%	$3.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	64,475	-64,475	-100%	$3.2M	—	—	—
GTS Securities LLC	N/A	—	45,717	-45,717	-100%	$2.3M	—	—	—
Two Sigma Investments, LP	N/A	—	42,800	-42,800	-100%	$2.1M	—	—	—
UBS Group AG	N/A	—	41,621	-41,621	-100%	$2.1M	—	—	—
Cetera Investment Advisers	N/A	—	37,044	-37,044	-100%	$1.9M	—	—	—
WorthPointe, LLC	N/A	—	35,099	-35,099	-100%	$1.8M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	34,824	-34,824	-100%	$1.7M	—	—	—
Citadel Advisors LLC	N/A	—	32,910	-32,910	-100%	$1.6M	—	—	—
Chevy Chase Trust Holdings, LLC	N/A	—	31,330	-31,330	-100%	$1.6M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	27,900	-27,900	-100%	$1.4M	—	—	—
Cornerstone Financial Management LLC	N/A	—	23,462	-23,462	-100%	$1.2M	—	—	—
AE Wealth Management LLC	N/A	—	22,368	-22,368	-100%	$1.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	20,432	-20,432	-100%	$1.0M	—	—	—
Koss-Olinger Consulting, LLC	N/A	—	18,988	-18,988	-100%	$949.3K	—	—	—
Providence Financial Advisors, LLC	N/A	—	16,694	-16,694	-100%	$834.7K	—	—	—
Keel Point, LLC	N/A	—	14,331	-14,331	-100%	$716.5K	—	—	—
Raymond James Financial Inc	N/A	—	14,212	-14,212	-100%	$710.6K	—	—	—
Captrust Financial Advisors	N/A	—	13,897	-13,897	-100%	$694.8K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	13,702	-13,702	-100%	$685.1K	—	—	—
Faithward Advisors, LLC	N/A	—	13,252	-13,252	-100%	$662.6K	—	—	—
Harbour Investments, Inc.	N/A	—	11,462	-11,462	-100%	$573.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,113	-11,113	-100%	$556.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,911	-10,911	-100%	$545.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	9,940	-9,940	-100%	$497.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	9,902	-9,902	-100%	$495.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	9,244	-9,244	-100%	$462.2K	—	—	—
Q3 Asset Management	N/A	—	8,283	-8,283	-100%	$414.0K	—	—	—
Royal Bank of Canada	N/A	—	7,751	-7,751	-100%	$388.0K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	7,044	-7,044	-100%	$352.2K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	6,658	-6,658	-100%	$332.9K	—	—	—
MML Investors Services, LLC	N/A	—	6,483	-6,483	-100%	$324.1K	—	—	—
Gambit Capital Management, LLC	N/A	—	6,344	-6,344	-100%	$317.2K	—	—	—
Waverly Advisors, LLC	N/A	—	6,068	-6,068	-100%	$303.4K	—	—	—
Littlejohn Financial Services, Inc.	N/A	—	5,993	-5,993	-100%	$299.6K	—	—	—
Hilltop Holdings Inc.	N/A	—	5,385	-5,385	-100%	$269.2K	—	—	—
Harvest Investment Services, LLC	N/A	—	5,048	-5,048	-100%	$252.4K	—	—	—
Benjamin Edwards Inc	N/A	—	4,676	-4,676	-100%	$233.8K	—	—	—
CreativeOne Wealth, LLC	N/A	—	4,522	-4,522	-100%	$226.1K	—	—	—
AQR Capital Management LLC	N/A	—	4,406	-4,406	-100%	$220.3K	—	—	—
Merit Financial Group, LLC	N/A	—	4,371	-4,371	-100%	$218.5K	—	—	—
Betterment LLC	N/A	—	4,280	-4,280	-100%	$214.0K	—	—	—
Johnson Investment Counsel Inc	N/A	—	4,036	-4,036	-100%	$201.8K	—	—	—
Arax Advisory Partners	N/A	—	4,004	-4,004	-100%	$200.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,000	-4,000	-100%	$200.0K	—	—	—
Morgan Stanley	N/A	—	2,595	-2,595	-100%	$129.8K	—	—	—
Howe & Rusling Inc	N/A	—	2,243	-2,243	-100%	$112.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,128	-2,128	-100%	$106.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,614	-1,614	-100%	$80.7K	—	—	—
Continuum Advisory, LLC	N/A	—	1,491	-1,491	-100%	$74.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,331	-1,331	-100%	$66.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	945	-945	-100%	$47.2K	—	—	—
IFG Advisory, LLC	N/A	—	386	-386	-100%	$19.3K	—	—	—
Winch Advisory Services, LLC	N/A	—	238	-238	-100%	$11.9K	—	—	—
Wells Fargo & Company	N/A	—	210	-210	-100%	$10.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	208	-208	-100%	$10.4K	—	—	—
FMR LLC	N/A	—	189	-189	-100%	$9.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	182	-182	-100%	$9.1K	—	—	—
IAG Wealth Partners, LLC	N/A	—	63	-63	-100%	$3.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	55	-55	-100%	$2.7K	—	—	—
Allworth Financial LP	N/A	—	10	-10	-100%	$500	—	—	—
JPMorgan Chase & Co	N/A	—	0	0	—	$11	—	—	—

Showing 113 of 113 institutions