Fidelity Fndm SM Mid Cap ETF (FFSM)

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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Commonwealth Equity Services, LLC

INCREASED

Shares1,290,129 from 1,263,315

Change+26,814 (+2%)

Value$43.6M (-$4.6M)

Filed 2026-11-02

RFG Advisory, LLC

INCREASED

Shares927,385 from 759,366

Change+168,019 (+22%)

Value$31.4M (+$2.4M)

Filed 2026-11-03

Acumen Wealth Advisors, LLC

INCREASED

Shares474,294 from 397,385

Change+76,909 (+19%)

Value$16.0M (+$861.3K)

Filed 2026-11-05

KOM Wealth Management Group, LLC

INCREASED

Shares458,292 from 418,435

Change+39,857 (+10%)

Value$15.5M (-$484.4K)

Filed 2026-10-15

Precedent Wealth Partners, LLC

INCREASED

Shares378,907 from 217,165

Change+161,742 (+74%)

Value$12.8M (+$4.5M)

Filed 2026-10-21

Keenan, LLC

INCREASED

Shares321,869 from 308,217

Change+13,652 (+4%)

Value$10.9M (-$888.1K)

Filed 2026-10-23

Gaddis Premier Wealth Advisors LLC

INCREASED

Shares258,335 from 241,185

Change+17,150 (+7%)

Value$8.7M (-$476.2K)

Filed 2026-10-29

Novem Group

INCREASED

Shares228,927 from 227,274

Change+1,653 (+1%)

Value$7.7M (-$939.5K)

Filed 2026-10-19

SAX Wealth Advisors, LLC

DECREASED

Shares172,470 from 182,979

Change-10,509 (-6%)

Value$5.8M (-$11.5K)

Filed 2026-10-13

Greenwood Capital Associates LLC

NEW

Shares127,742

Change+127,742

Value$4.3M

Filed 2026-10-27

Retirement Planning Group, LLC

INCREASED

Shares116,749 from 110,096

Change+6,653 (+6%)

Value$3.9M (-$257.1K)

Filed 2026-10-19

Clarity Retirement & Wealth, LLC

INCREASED

Shares114,786 from 112,926

Change+1,860 (+2%)

Value$3.9M (-$431.7K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares113,576 from 131,507

Change-17,931 (-14%)

Value$3.9M (-$998.8K)

Filed 2026-10-13

M Holdings Securities, Inc.

NEW

Shares86,118

Change+86,118

Value$3.0K

Filed 2026-11-03

MFA Wealth Services

INCREASED

Shares77,762 from 74,539

Change+3,223 (+4%)

Value$2.6M (-$217.5K)

Filed 2026-10-14

Buska Wealth Management, LLC

DECREASED

Shares73,743 from 127,234

Change-53,491 (-42%)

Value$2.5M (-$2.4M)

Filed 2026-10-08

Dahring | Cusmano LLC

INCREASED

Shares70,079 from 67,672

Change+2,407 (+4%)

Value$2.4M (-$215.0K)

Filed 2026-11-03

Summit Wealth Group LLC / Co

INCREASED

Shares65,600 from 20,378

Change+45,222 (+222%)

Value$2.2M (+$1.4M)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares59,777 from 74,328

Change-14,551 (-20%)

Value$2.0M (-$818.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares59,095 from 41,306

Change+17,789 (+43%)

Value$2.0M (+$420.9K)

Filed 2026-11-02

BAM Wealth Management, LLC

INCREASED

Shares36,364 from 18,002

Change+18,362 (+102%)

Value$1.2M (+$542.3K)

Filed 2026-10-15

PFG Advisors

INCREASED

Shares28,123 from 27,732

Change+391 (+1%)

Value$951.4K (-$108.2K)

Filed 2026-10-16

Pines Wealth Management, LLC

DECREASED

Shares26,822 from 27,662

Change-840 (-3%)

Value$907.4K (-$149.6K)

Filed 2026-10-21

Sigma Planning Corp

DECREASED

Shares24,974 from 59,144

Change-34,170 (-58%)

Value$775.6K (-$1.5M)

Filed 2026-10-23

Pension & Wealth Management Advisors, Inc.

INCREASED

Shares24,046 from 23,760

Change+286 (+1%)

Value$813.5K (-$94.4K)

Filed 2026-10-16

Creative Planning

DECREASED

Shares15,856 from 19,014

Change-3,158 (-17%)

Value$536.4K (-$190.1K)

Filed 2026-11-02

Schmidt P J Investment Management Inc

NEW

Shares15,298

Change+15,298

Value$517.5K

Filed 2026-11-02

Wealth Quarterback LLC

INCREASED

Shares12,398 from 12,385

Change+13 (+0%)

Value$419.4K (-$53.8K)

Filed 2026-10-20

Farther Finance Advisors, LLC

INCREASED

Shares11,299 from 10,394

Change+905 (+9%)

Value$382.3K (-$14.9K)

Filed 2026-10-08

Bay Capital Advisors, LLC

INCREASED

Shares10,687 from 10,681

Change+6 (+0%)

Value$361.5K (-$46.6K)

Filed 2026-10-16

Truist Financial Corp

INCREASED

Shares10,497 from 10,495

Change+2 (+0%)

Value$355.1K (-$45.9K)

Filed 2026-10-30

Kestra Private Wealth Services, LLC

INCREASED

Shares9,447 from 8,190

Change+1,257 (+15%)

Value$319.6K (+$6.7K)

Filed 2026-10-30

Elevation Wealth Management LLC

INCREASED

Shares9,209 from 5,435

Change+3,774 (+69%)

Value$311.5K (+$103.9K)

Filed 2026-11-02

Fifth Third Bancorp

UNCHANGED

Shares6,832 from 6,832

Change0 (0%)

Value$231.1K (-$29.9K)

Filed 2026-11-05

Provident Wealth Management, LLC

INCREASED

Shares3,566 from 3,529

Change+37 (+1%)

Value$120.6K (-$14.2K)

Filed 2026-10-20

Bulwark Capital Corp

UNCHANGED

Shares2,535 from 2,535

Change0 (0%)

Value$85.8K (-$11.1K)

Filed 2026-10-13

Harbor Asset Planning, Inc.

INCREASED

Shares2,215 from 1,972

Change+243 (+12%)

Value$74.9K (-$410)

Filed 2026-10-23

Latitude Advisors, LLC

NEW

Shares717

Change+717

Value$24.2K

Filed 2026-10-27

Spire Wealth Management

DECREASED

Shares641 from 740

Change-99 (-13%)

Value$21.7K (-$6.6K)

Filed 2026-10-30

Assetmark, Inc

UNCHANGED

Shares453 from 453

Change0 (0%)

Value$15.3K (-$2.0K)

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares245 from 72

Change+173 (+240%)

Value$8.3K (+$5.5K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

UNCHANGED

Shares181 from 181

Change0 (0%)

Value$6.1K (-$792)

Filed 2026-11-04

Buck Wealth Strategies, LLC

NEW

Shares70

Change+70

Value$2.4K

Filed 2026-10-28

Root Financial Partners, LLC

NEW

Shares53

Change+53

Value$1.8K

Filed 2026-10-21

Ashton Thomas Private Wealth, LLC

NEW

Shares26

Change+26

Value$880

Filed 2026-11-03

Parkside Financial Bank & Trust

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$677 (-$88)

Filed 2026-10-27

Mather Group, Llc.

NEW

Shares19

Change+19

Value$626

Filed 2026-10-14

Allspring Global Investments Holdings, LLC

NEW

Shares18

Change+18

Value$622

Filed 2026-11-04

Blue Trust, Inc.

NEW

Shares16

Change+16

Value$549

Filed 2026-10-15

Ascentis Wealth Management, LLC

NEW

Shares8

Change+8

Value$270

Filed 2026-11-03

Westside Investment Management, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$203 (-$26)

Filed 2026-11-02

CMG Global Holdings, LLC

CLOSED

Shares0 from 33,396

Change-33,396 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-14

AdvisorNet Financial, Inc

CLOSED

Shares0 from 2,449

Change-2,449 (-100%)

Value$0 (-$93.6K)

Filed 2026-10-15

Montag A & Associates Inc

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-29

FMR LLC

N/A

Shares— from 26,681,830

Change-26,681,830 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 307,244

Change-307,244 (-100%)

Value—

Evernest Financial Advisors, LLC

N/A

Shares— from 246,925

Change-246,925 (-100%)

Value—

Menora Mivtachim Holdings Ltd.

N/A

Shares— from 219,125

Change-219,125 (-100%)

Value—

SK Wealth Management, LLC

N/A

Shares— from 194,656

Change-194,656 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 181,554

Change-181,554 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 180,959

Change-180,959 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 135,211

Change-135,211 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 125,944

Change-125,944 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 115,144

Change-115,144 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 72,489

Change-72,489 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 54,079

Change-54,079 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 30,600

Change-30,600 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 26,119

Change-26,119 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 23,579

Change-23,579 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 17,928

Change-17,928 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 16,892

Change-16,892 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 15,548

Change-15,548 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 13,273

Change-13,273 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,600

Change-11,600 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 9,799

Change-9,799 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 7,860

Change-7,860 (-100%)

Value—

Eaton Financial Holdings Company, LLC

N/A

Shares— from 7,625

Change-7,625 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 6,531

Change-6,531 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 5,280

Change-5,280 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,907

Change-3,907 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,997

Change-2,997 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 569

Change-569 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 551

Change-551 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 543

Change-543 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 474

Change-474 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 364

Change-364 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 356

Change-356 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 321

Change-321 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 154

Change-154 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 131

Change-131 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 72

Change-72 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 49

Change-49 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 37

Change-37 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 35

Change-35 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 20

Change-20 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 18

Change-18 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	1,290,129	1,263,315	+26,814	+2%	$48.3M	$43.6M	-$4.6M	2026-11-02
RFG Advisory, LLC	INCREASED	927,385	759,366	+168,019	+22%	$29.0M	$31.4M	+$2.4M	2026-11-03
Acumen Wealth Advisors, LLC	INCREASED	474,294	397,385	+76,909	+19%	$15.2M	$16.0M	+$861.3K	2026-11-05
KOM Wealth Management Group, LLC	INCREASED	458,292	418,435	+39,857	+10%	$16.0M	$15.5M	-$484.4K	2026-10-15
Precedent Wealth Partners, LLC	INCREASED	378,907	217,165	+161,742	+74%	$8.3M	$12.8M	+$4.5M	2026-10-21
Keenan, LLC	INCREASED	321,869	308,217	+13,652	+4%	$11.8M	$10.9M	-$888.1K	2026-10-23
Gaddis Premier Wealth Advisors LLC	INCREASED	258,335	241,185	+17,150	+7%	$9.2M	$8.7M	-$476.2K	2026-10-29
Novem Group	INCREASED	228,927	227,274	+1,653	+1%	$8.7M	$7.7M	-$939.5K	2026-10-19
SAX Wealth Advisors, LLC	DECREASED	172,470	182,979	-10,509	-6%	$5.8M	$5.8M	-$11.5K	2026-10-13
Greenwood Capital Associates LLC	NEW	127,742	—	+127,742	—	—	$4.3M	—	2026-10-27
Retirement Planning Group, LLC	INCREASED	116,749	110,096	+6,653	+6%	$4.2M	$3.9M	-$257.1K	2026-10-19
Clarity Retirement & Wealth, LLC	INCREASED	114,786	112,926	+1,860	+2%	$4.3M	$3.9M	-$431.7K	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	113,576	131,507	-17,931	-14%	$4.9M	$3.9M	-$998.8K	2026-10-13
M Holdings Securities, Inc.	NEW	86,118	—	+86,118	—	—	$3.0K	—	2026-11-03
MFA Wealth Services	INCREASED	77,762	74,539	+3,223	+4%	$2.8M	$2.6M	-$217.5K	2026-10-14
Buska Wealth Management, LLC	DECREASED	73,743	127,234	-53,491	-42%	$4.9M	$2.5M	-$2.4M	2026-10-08
Dahring \| Cusmano LLC	INCREASED	70,079	67,672	+2,407	+4%	$2.6M	$2.4M	-$215.0K	2026-11-03
Summit Wealth Group LLC / Co	INCREASED	65,600	20,378	+45,222	+222%	$778.6K	$2.2M	+$1.4M	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	59,777	74,328	-14,551	-20%	$2.8M	$2.0M	-$818.0K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	59,095	41,306	+17,789	+43%	$1.6M	$2.0M	+$420.9K	2026-11-02
BAM Wealth Management, LLC	INCREASED	36,364	18,002	+18,362	+102%	$687.9K	$1.2M	+$542.3K	2026-10-15
PFG Advisors	INCREASED	28,123	27,732	+391	+1%	$1.1M	$951.4K	-$108.2K	2026-10-16
Pines Wealth Management, LLC	DECREASED	26,822	27,662	-840	-3%	$1.1M	$907.4K	-$149.6K	2026-10-21
Sigma Planning Corp	DECREASED	24,974	59,144	-34,170	-58%	$2.3M	$775.6K	-$1.5M	2026-10-23
Pension & Wealth Management Advisors, Inc.	INCREASED	24,046	23,760	+286	+1%	$907.9K	$813.5K	-$94.4K	2026-10-16
Creative Planning	DECREASED	15,856	19,014	-3,158	-17%	$726.5K	$536.4K	-$190.1K	2026-11-02
Schmidt P J Investment Management Inc	NEW	15,298	—	+15,298	—	—	$517.5K	—	2026-11-02
Wealth Quarterback LLC	INCREASED	12,398	12,385	+13	+0%	$473.2K	$419.4K	-$53.8K	2026-10-20
Farther Finance Advisors, LLC	INCREASED	11,299	10,394	+905	+9%	$397.1K	$382.3K	-$14.9K	2026-10-08
Bay Capital Advisors, LLC	INCREASED	10,687	10,681	+6	+0%	$408.1K	$361.5K	-$46.6K	2026-10-16
Truist Financial Corp	INCREASED	10,497	10,495	+2	+0%	$401.0K	$355.1K	-$45.9K	2026-10-30
Kestra Private Wealth Services, LLC	INCREASED	9,447	8,190	+1,257	+15%	$312.9K	$319.6K	+$6.7K	2026-10-30
Elevation Wealth Management LLC	INCREASED	9,209	5,435	+3,774	+69%	$207.7K	$311.5K	+$103.9K	2026-11-02
Fifth Third Bancorp	UNCHANGED	6,832	6,832	0	0%	$261.1K	$231.1K	-$29.9K	2026-11-05
Provident Wealth Management, LLC	INCREASED	3,566	3,529	+37	+1%	$134.8K	$120.6K	-$14.2K	2026-10-20
Bulwark Capital Corp	UNCHANGED	2,535	2,535	0	0%	$96.9K	$85.8K	-$11.1K	2026-10-13
Harbor Asset Planning, Inc.	INCREASED	2,215	1,972	+243	+12%	$75.3K	$74.9K	-$410	2026-10-23
Latitude Advisors, LLC	NEW	717	—	+717	—	—	$24.2K	—	2026-10-27
Spire Wealth Management	DECREASED	641	740	-99	-13%	$28.3K	$21.7K	-$6.6K	2026-10-30
Assetmark, Inc	UNCHANGED	453	453	0	0%	$17.3K	$15.3K	-$2.0K	2026-10-21
IFP Advisors, Inc	INCREASED	245	72	+173	+240%	$2.8K	$8.3K	+$5.5K	2026-10-16
EverSource Wealth Advisors, LLC	UNCHANGED	181	181	0	0%	$6.9K	$6.1K	-$792	2026-11-04
Buck Wealth Strategies, LLC	NEW	70	—	+70	—	—	$2.4K	—	2026-10-28
Root Financial Partners, LLC	NEW	53	—	+53	—	—	$1.8K	—	2026-10-21
Ashton Thomas Private Wealth, LLC	NEW	26	—	+26	—	—	$880	—	2026-11-03
Parkside Financial Bank & Trust	UNCHANGED	20	20	0	0%	$765	$677	-$88	2026-10-27
Mather Group, Llc.	NEW	19	—	+19	—	—	$626	—	2026-10-14
Allspring Global Investments Holdings, LLC	NEW	18	—	+18	—	—	$622	—	2026-11-04
Blue Trust, Inc.	NEW	16	—	+16	—	—	$549	—	2026-10-15
Ascentis Wealth Management, LLC	NEW	8	—	+8	—	—	$270	—	2026-11-03
Westside Investment Management, Inc.	UNCHANGED	6	6	0	0%	$229	$203	-$26	2026-11-02
CMG Global Holdings, LLC	CLOSED	0	33,396	-33,396	-100%	$1.3M	$0	-$1.3M	2026-10-14
AdvisorNet Financial, Inc	CLOSED	0	2,449	-2,449	-100%	$93.6K	$0	-$93.6K	2026-10-15
Montag A & Associates Inc	CLOSED	0	27	-27	-100%	$1.0K	$0	-$1.0K	2026-10-29
FMR LLC	N/A	—	26,681,830	-26,681,830	-100%	$1.0B	—	—	—
MAI Capital Management	N/A	—	307,244	-307,244	-100%	$11.7M	—	—	—
Evernest Financial Advisors, LLC	N/A	—	246,925	-246,925	-100%	$9.4M	—	—	—
Menora Mivtachim Holdings Ltd.	N/A	—	219,125	-219,125	-100%	$8.4M	—	—	—
SK Wealth Management, LLC	N/A	—	194,656	-194,656	-100%	$7.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	181,554	-181,554	-100%	$6.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	180,959	-180,959	-100%	$6.9M	—	—	—
Cetera Investment Advisers	N/A	—	135,211	-135,211	-100%	$5.2M	—	—	—
JPMorgan Chase & Co	N/A	—	125,944	-125,944	-100%	$4.8M	—	—	—
Advyzon Investment Management, LLC	N/A	—	115,144	-115,144	-100%	$4.4M	—	—	—
Principal Securities, Inc.	N/A	—	72,489	-72,489	-100%	$2.8M	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	54,079	-54,079	-100%	$2.1M	—	—	—
Two Sigma Investments, LP	N/A	—	30,600	-30,600	-100%	$1.2M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	26,119	-26,119	-100%	$998.0K	—	—	—
Harbour Investments, Inc.	N/A	—	23,579	-23,579	-100%	$901.0K	—	—	—
National Bank of Canada	N/A	—	17,928	-17,928	-100%	$673.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	16,892	-16,892	-100%	$645.7K	—	—	—
CreativeOne Wealth, LLC	N/A	—	15,548	-15,548	-100%	$594.1K	—	—	—
Benjamin Edwards Inc	N/A	—	13,273	-13,273	-100%	$507.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,600	-11,600	-100%	$443.2K	—	—	—
Mutual Advisors, LLC	N/A	—	9,799	-9,799	-100%	$374.4K	—	—	—
Cutler Capital Management, LLC	N/A	—	7,860	-7,860	-100%	$300.3K	—	—	—
Eaton Financial Holdings Company, LLC	N/A	—	7,625	-7,625	-100%	$291.4K	—	—	—
XTX Topco Ltd	N/A	—	6,531	-6,531	-100%	$249.6K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	5,280	-5,280	-100%	$201.7K	—	—	—
Morgan Stanley	N/A	—	3,907	-3,907	-100%	$149.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,997	-2,997	-100%	$114.5K	—	—	—
Royal Bank of Canada	N/A	—	569	-569	-100%	$21.0K	—	—	—
Clearstead Advisors, LLC	N/A	—	551	-551	-100%	$21.1K	—	—	—
Hantz Financial Services, Inc.	N/A	—	543	-543	-100%	$21	—	—	—
Vanguard Advisers Inc	N/A	—	474	-474	-100%	$18.1K	—	—	—
Allworth Financial LP	N/A	—	364	-364	-100%	$13.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	356	-356	-100%	$13.6K	—	—	—
AE Wealth Management LLC	N/A	—	321	-321	-100%	$12.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	154	-154	-100%	$5.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	131	-131	-100%	$5.0K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	72	-72	-100%	$2.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	49	-49	-100%	$1.9K	—	—	—
Wells Fargo & Company	N/A	—	37	-37	-100%	$1.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	35	-35	-100%	$1.3K	—	—	—
Arax Advisory Partners	N/A	—	20	-20	-100%	$765	—	—	—
PlanVest Financial, Inc	N/A	—	18	-18	-100%	$688	—	—	—
BlackRock, Inc.	N/A	—	1	-1	-100%	$44	—	—	—

Showing 97 of 97 institutions