Franklin Resp Sourced Gold (FGDL)

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

Shares213,409 from 203,216

Change+10,193 (+5%)

Value$11.8M (+$949.1K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares184,274 from 194,443

Change-10,169 (-5%)

Value$10.2M (-$193.0K)

Filed 2026-11-02

Eastern Bank

INCREASED

Shares118,876 from 110,437

Change+8,439 (+8%)

Value$6.6M (+$676.0K)

Filed 2026-10-05

WBI Investments, LLC

DECREASED

Shares117,407 from 123,353

Change-5,946 (-5%)

Value$6.5M (-$94.5K)

Filed 2026-11-05

Clarity Asset Management, Inc.

INCREASED

Shares73,441 from 69,337

Change+4,104 (+6%)

Value$4.1M (+$358.6K)

Filed 2026-10-14

3Edge Asset Management, LP

INCREASED

Shares44,651 from 23,304

Change+21,347 (+92%)

Value$2.5M (+$1.2M)

Filed 2026-10-30

Park Avenue Securities LLC

INCREASED

Shares21,776 from 19,202

Change+2,574 (+13%)

Value$1.2M (+$179.0K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares15,150 from 12,570

Change+2,580 (+21%)

Value$837.0K (+$166.0K)

Filed 2026-11-02

Trademark Financial Management, LLC

INCREASED

Shares11,944 from 9,915

Change+2,029 (+20%)

Value$660.1K (+$131.0K)

Filed 2026-10-23

Carlson Financial, Inc.

DECREASED

Shares10,907 from 11,032

Change-125 (-1%)

Value$602.8K (+$14.0K)

Filed 2026-11-05

Natural Investments, LLC

UNCHANGED

Shares10,101 from 10,101

Change0 (0%)

Value$558.3K (+$19.3K)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares8,151 from 8,211

Change-60 (-1%)

Value$453.0K (+$15.0K)

Filed 2026-11-05

Bailard, Inc.

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$442.1K (+$15.2K)

Filed 2026-10-13

Vise Technologies, Inc.

INCREASED

Shares7,789 from 4,778

Change+3,011 (+63%)

Value$430.5K (+$175.5K)

Filed 2026-10-29

Basso Capital Management, L.P.

INCREASED

Shares7,400 from 5,197

Change+2,203 (+42%)

Value$409.0K (+$131.6K)

Filed 2026-10-30

Perigon Wealth Management, LLC

DECREASED

Shares7,293 from 8,074

Change-781 (-10%)

Value$403.1K (-$27.8K)

Filed 2026-10-22

SAX Wealth Advisors, LLC

NEW

Shares6,226

Change+6,226

Value$344.1K

Filed 2026-10-13

Brookstone Capital Management

INCREASED

Shares5,771 from 5,697

Change+74 (+1%)

Value$319.0K (+$14.9K)

Filed 2026-10-22

Assetmark, Inc

INCREASED

Shares5,713 from 5,490

Change+223 (+4%)

Value$315.7K (+$22.7K)

Filed 2026-10-21

Kestra Advisory Services, LLC

DECREASED

Shares4,642 from 4,686

Change-44 (-1%)

Value$256.6K (+$6.5K)

Filed 2026-11-02

Horst & Graben Wealth Management LLC

DECREASED

Shares4,553 from 4,802

Change-249 (-5%)

Value$251.6K (-$6.9K)

Filed 2026-11-02

Sharkey, Howes & Javer

DECREASED

Shares4,415 from 4,776

Change-361 (-8%)

Value$244.0K (-$10.9K)

Filed 2026-10-22

MRA Advisory Group

DECREASED

Shares4,307 from 4,658

Change-351 (-8%)

Value$238.0K (-$10.6K)

Filed 2026-10-07

Merit Financial Group, LLC

INCREASED

Shares4,129 from 3,800

Change+329 (+9%)

Value$228.2K (+$25.4K)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares2,807 from 2,626

Change+181 (+7%)

Value$155.1K (+$15.0K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares1,412 from 1,414

Change-2 (0%)

Value$78.0K (+$2.6K)

Filed 2026-11-04

Financial Network Wealth Advisors LLC

INCREASED

Shares378 from 184

Change+194 (+105%)

Value$20.9K (+$11.1K)

Filed 2026-10-28

JFS Wealth Advisors, LLC

INCREASED

Shares306 from 304

Change+2 (+1%)

Value$16.9K (+$688)

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares276

Change+276

Value$15.3K

Filed 2026-10-19

Rossby Financial, LCC

INCREASED

Shares274 from 79

Change+195 (+247%)

Value$15.1K (+$10.9K)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares228 from 228

Change0 (0%)

Value$12.6K (+$433)

Filed 2026-11-05

Archer Investment Corp

UNCHANGED

Shares226 from 226

Change0 (0%)

Value$12.5K (+$429)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

INCREASED

Shares200 from 170

Change+30 (+18%)

Value$11.1K (+$2.0K)

Filed 2026-10-20

Gen-Wealth Partners Inc

INCREASED

Shares162 from 143

Change+19 (+13%)

Value$9.0K (+$1.3K)

Filed 2026-11-04

Silver Grove Financial Group, Inc.

INCREASED

Shares159 from 77

Change+82 (+106%)

Value$8.8K (+$4.7K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares96 from 72

Change+24 (+33%)

Value$5.3K (+$1.5K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

DECREASED

Shares92 from 93

Change-1 (-1%)

Value$5.1K (+$122)

Filed 2026-11-06

Birch Financial Group, LLC

NEW

Shares90

Change+90

Value$5.0K

Filed 2026-10-27

Elevation Wealth Partners, LLC

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$4.2K (+$144)

Filed 2026-10-07

Buck Wealth Strategies, LLC

DECREASED

Shares71 from 73

Change-2 (-3%)

Value$3.9K (+$28)

Filed 2026-10-28

First Bancorp, Inc

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$2.7K (+$91)

Filed 2026-10-26

Mather Group, Llc.

INCREASED

Shares45 from 37

Change+8 (+22%)

Value$2.5K (+$512)

Filed 2026-10-14

West Branch Capital LLC

NEW

Shares30

Change+30

Value$1.7K

Filed 2026-10-20

IFP Advisors, Inc

INCREASED

Shares24 from 14

Change+10 (+71%)

Value$1.3K (+$579)

Filed 2026-10-16

Creative Financial Designs Inc

DECREASED

Shares16 from 17

Change-1 (-6%)

Value$884 (-$23)

Filed 2026-11-04

Larson Financial Group LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$553 (+$19)

Filed 2026-11-05

Key Capital Management, Inc

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$276 (+$63)

Filed 2026-11-03

Spinnaker Investment Group, LLC

CLOSED

Shares0 from 6,161

Change-6,161 (-100%)

Value$0 (-$328.8K)

Filed 2026-10-13

Skyline Advisors, Inc.

CLOSED

Shares0 from 4,056

Change-4,056 (-100%)

Value$0 (-$216.5K)

Filed 2026-11-03

Cornerstone Planning Group LLC

CLOSED

Shares0 from 725

Change-725 (-100%)

Value$0 (-$39.8K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 210

Change-210 (-100%)

Value$0 (-$11.3K)

Filed 2026-11-02

CoreCap Advisors, LLC

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-08

NBT Bank, N.A.

CLOSED

Shares0 from 38

Change-38 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-21

Envestnet Asset Management Inc

N/A

Shares— from 260,398

Change-260,398 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 102,675

Change-102,675 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 50,891

Change-50,891 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 49,130

Change-49,130 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 44,762

Change-44,762 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 36,859

Change-36,859 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 32,936

Change-32,936 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 29,941

Change-29,941 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 29,426

Change-29,426 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,102

Change-15,102 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 14,855

Change-14,855 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 13,087

Change-13,087 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 12,590

Change-12,590 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 8,987

Change-8,987 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 8,697

Change-8,697 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,586

Change-8,586 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,141

Change-8,141 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 8,106

Change-8,106 (-100%)

Value—

Avise Financial Cooperative, Inc.

N/A

Shares— from 8,088

Change-8,088 (-100%)

Value—

Sonoma Allocations LLC

N/A

Shares— from 8,073

Change-8,073 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 7,564

Change-7,564 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,551

Change-6,551 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,001

Change-6,001 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 5,890

Change-5,890 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 5,630

Change-5,630 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,478

Change-5,478 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 5,430

Change-5,430 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 4,715

Change-4,715 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 4,306

Change-4,306 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,606

Change-2,606 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,593

Change-2,593 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,390

Change-2,390 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,530

Change-1,530 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 792

Change-792 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 677

Change-677 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 478

Change-478 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 476

Change-476 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 340

Change-340 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 170

Change-170 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 166

Change-166 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 101

Change-101 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 36

Change-36 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12

Change-12 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	213,409	203,216	+10,193	+5%	$10.8M	$11.8M	+$949.1K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	184,274	194,443	-10,169	-5%	$10.4M	$10.2M	-$193.0K	2026-11-02
Eastern Bank	INCREASED	118,876	110,437	+8,439	+8%	$5.9M	$6.6M	+$676.0K	2026-10-05
WBI Investments, LLC	DECREASED	117,407	123,353	-5,946	-5%	$6.6M	$6.5M	-$94.5K	2026-11-05
Clarity Asset Management, Inc.	INCREASED	73,441	69,337	+4,104	+6%	$3.7M	$4.1M	+$358.6K	2026-10-14
3Edge Asset Management, LP	INCREASED	44,651	23,304	+21,347	+92%	$1.2M	$2.5M	+$1.2M	2026-10-30
Park Avenue Securities LLC	INCREASED	21,776	19,202	+2,574	+13%	$1.0M	$1.2M	+$179.0K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	15,150	12,570	+2,580	+21%	$671.0K	$837.0K	+$166.0K	2026-11-02
Trademark Financial Management, LLC	INCREASED	11,944	9,915	+2,029	+20%	$529.2K	$660.1K	+$131.0K	2026-10-23
Carlson Financial, Inc.	DECREASED	10,907	11,032	-125	-1%	$588.8K	$602.8K	+$14.0K	2026-11-05
Natural Investments, LLC	UNCHANGED	10,101	10,101	0	0%	$539.0K	$558.3K	+$19.3K	2026-11-06
Thrivent Financial for Lutherans	DECREASED	8,151	8,211	-60	-1%	$438.0K	$453.0K	+$15.0K	2026-11-05
Bailard, Inc.	UNCHANGED	8,000	8,000	0	0%	$427.0K	$442.1K	+$15.2K	2026-10-13
Vise Technologies, Inc.	INCREASED	7,789	4,778	+3,011	+63%	$255.0K	$430.5K	+$175.5K	2026-10-29
Basso Capital Management, L.P.	INCREASED	7,400	5,197	+2,203	+42%	$277.4K	$409.0K	+$131.6K	2026-10-30
Perigon Wealth Management, LLC	DECREASED	7,293	8,074	-781	-10%	$430.9K	$403.1K	-$27.8K	2026-10-22
SAX Wealth Advisors, LLC	NEW	6,226	—	+6,226	—	—	$344.1K	—	2026-10-13
Brookstone Capital Management	INCREASED	5,771	5,697	+74	+1%	$304.0K	$319.0K	+$14.9K	2026-10-22
Assetmark, Inc	INCREASED	5,713	5,490	+223	+4%	$293.0K	$315.7K	+$22.7K	2026-10-21
Kestra Advisory Services, LLC	DECREASED	4,642	4,686	-44	-1%	$250.1K	$256.6K	+$6.5K	2026-11-02
Horst & Graben Wealth Management LLC	DECREASED	4,553	4,802	-249	-5%	$258.5K	$251.6K	-$6.9K	2026-11-02
Sharkey, Howes & Javer	DECREASED	4,415	4,776	-361	-8%	$254.9K	$244.0K	-$10.9K	2026-10-22
MRA Advisory Group	DECREASED	4,307	4,658	-351	-8%	$248.6K	$238.0K	-$10.6K	2026-10-07
Merit Financial Group, LLC	INCREASED	4,129	3,800	+329	+9%	$202.8K	$228.2K	+$25.4K	2026-11-06
Farther Finance Advisors, LLC	INCREASED	2,807	2,626	+181	+7%	$140.1K	$155.1K	+$15.0K	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	1,412	1,414	-2	0%	$75.5K	$78.0K	+$2.6K	2026-11-04
Financial Network Wealth Advisors LLC	INCREASED	378	184	+194	+105%	$9.8K	$20.9K	+$11.1K	2026-10-28
JFS Wealth Advisors, LLC	INCREASED	306	304	+2	+1%	$16.2K	$16.9K	+$688	2026-11-03
UMB Private Wealth Management, LLC	NEW	276	—	+276	—	—	$15.3K	—	2026-10-19
Rossby Financial, LCC	INCREASED	274	79	+195	+247%	$4.2K	$15.1K	+$10.9K	2026-11-05
Fifth Third Bancorp	UNCHANGED	228	228	0	0%	$12.2K	$12.6K	+$433	2026-11-05
Archer Investment Corp	UNCHANGED	226	226	0	0%	$12.1K	$12.5K	+$429	2026-11-05
Physician Wealth Advisors, Inc.	INCREASED	200	170	+30	+18%	$9.1K	$11.1K	+$2.0K	2026-10-20
Gen-Wealth Partners Inc	INCREASED	162	143	+19	+13%	$7.6K	$9.0K	+$1.3K	2026-11-04
Silver Grove Financial Group, Inc.	INCREASED	159	77	+82	+106%	$4.1K	$8.8K	+$4.7K	2026-11-05
Parallel Advisors, LLC	INCREASED	96	72	+24	+33%	$3.8K	$5.3K	+$1.5K	2026-11-03
PNC Financial Services Group, Inc.	DECREASED	92	93	-1	-1%	$5.0K	$5.1K	+$122	2026-11-06
Birch Financial Group, LLC	NEW	90	—	+90	—	—	$5.0K	—	2026-10-27
Elevation Wealth Partners, LLC	UNCHANGED	76	76	0	0%	$4.1K	$4.2K	+$144	2026-10-07
Buck Wealth Strategies, LLC	DECREASED	71	73	-2	-3%	$3.9K	$3.9K	+$28	2026-10-28
First Bancorp, Inc	UNCHANGED	48	48	0	0%	$2.6K	$2.7K	+$91	2026-10-26
Mather Group, Llc.	INCREASED	45	37	+8	+22%	$2.0K	$2.5K	+$512	2026-10-14
West Branch Capital LLC	NEW	30	—	+30	—	—	$1.7K	—	2026-10-20
IFP Advisors, Inc	INCREASED	24	14	+10	+71%	$747	$1.3K	+$579	2026-10-16
Creative Financial Designs Inc	DECREASED	16	17	-1	-6%	$907	$884	-$23	2026-11-04
Larson Financial Group LLC	UNCHANGED	10	10	0	0%	$534	$553	+$19	2026-11-05
Key Capital Management, Inc	INCREASED	5	4	+1	+25%	$213	$276	+$63	2026-11-03
Spinnaker Investment Group, LLC	CLOSED	0	6,161	-6,161	-100%	$328.8K	$0	-$328.8K	2026-10-13
Skyline Advisors, Inc.	CLOSED	0	4,056	-4,056	-100%	$216.5K	$0	-$216.5K	2026-11-03
Cornerstone Planning Group LLC	CLOSED	0	725	-725	-100%	$39.8K	$0	-$39.8K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	210	-210	-100%	$11.3K	$0	-$11.3K	2026-11-02
CoreCap Advisors, LLC	CLOSED	0	44	-44	-100%	$3.0K	$0	-$3.0K	2026-10-08
NBT Bank, N.A.	CLOSED	0	38	-38	-100%	$2.0K	$0	-$2.0K	2026-10-21
Envestnet Asset Management Inc	N/A	—	260,398	-260,398	-100%	$13.9M	—	—	—
Jane Street Group, LLC	N/A	—	102,675	-102,675	-100%	$5.5M	—	—	—
Maridea Wealth Management LLC	N/A	—	50,891	-50,891	-100%	$2.7M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	49,130	-49,130	-100%	$2.6M	—	—	—
JPMorgan Chase & Co	N/A	—	44,762	-44,762	-100%	$2.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	36,859	-36,859	-100%	$2.0M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	32,936	-32,936	-100%	$1.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	29,941	-29,941	-100%	$1.6M	—	—	—
Cetera Investment Advisers	N/A	—	29,426	-29,426	-100%	$1.6M	—	—	—
Citadel Advisors LLC	N/A	—	15,102	-15,102	-100%	$806.0K	—	—	—
PFG Investments, LLC	N/A	—	14,855	-14,855	-100%	$792.8K	—	—	—
MML Investors Services, LLC	N/A	—	13,087	-13,087	-100%	$698.5K	—	—	—
Franklin Resources Inc	N/A	—	12,590	-12,590	-100%	$671.9K	—	—	—
Mason & Associates Inc	N/A	—	8,987	-8,987	-100%	$479.6K	—	—	—
Cozad Asset Management Inc	N/A	—	8,800	-8,800	-100%	$469.7K	—	—	—
One Wealth Advisors, LLC	N/A	—	8,697	-8,697	-100%	$464.2K	—	—	—
Raymond James Financial Inc	N/A	—	8,586	-8,586	-100%	$458.2K	—	—	—
Royal Bank of Canada	N/A	—	8,141	-8,141	-100%	$434.0K	—	—	—
Essex Financial Services, Inc.	N/A	—	8,106	-8,106	-100%	$432.6K	—	—	—
Avise Financial Cooperative, Inc.	N/A	—	8,088	-8,088	-100%	$431.7K	—	—	—
Sonoma Allocations LLC	N/A	—	8,073	-8,073	-100%	$438.4K	—	—	—
OneAscent Financial Services LLC	N/A	—	7,564	-7,564	-100%	$403.7K	—	—	—
HRT Financial LP	N/A	—	6,551	-6,551	-100%	$349.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,001	-6,001	-100%	$320.0K	—	—	—
GeoWealth Management, LLC	N/A	—	5,890	-5,890	-100%	$314.3K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	5,630	-5,630	-100%	$300.5K	—	—	—
Equitable Holdings, Inc.	N/A	—	5,478	-5,478	-100%	$292.4K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	5,430	-5,430	-100%	$289.8K	—	—	—
Sankala Group LLC	N/A	—	4,715	-4,715	-100%	$273.4K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	4,306	-4,306	-100%	$230.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,606	-2,606	-100%	$139.1K	—	—	—
FMR LLC	N/A	—	2,593	-2,593	-100%	$138.4K	—	—	—
UBS Group AG	N/A	—	2,390	-2,390	-100%	$127.6K	—	—	—
Morgan Stanley	N/A	—	1,530	-1,530	-100%	$81.7K	—	—	—
Arax Advisory Partners	N/A	—	1,500	-1,500	-100%	$80.1K	—	—	—
ST Germain D J Co Inc	N/A	—	792	-792	-100%	$42.3K	—	—	—
Capital Analysts, LLC	N/A	—	677	-677	-100%	$36	—	—	—
Harbour Investments, Inc.	N/A	—	478	-478	-100%	$25.5K	—	—	—
Osbon Capital Management LLC	N/A	—	476	-476	-100%	$25.4K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	340	-340	-100%	$18.1K	—	—	—
Continuum Advisory, LLC	N/A	—	170	-170	-100%	$9.1K	—	—	—
BlackRock, Inc.	N/A	—	166	-166	-100%	$8.9K	—	—	—
BFC Planning, Inc.	N/A	—	101	-101	-100%	$5.4K	—	—	—
Wells Fargo & Company	N/A	—	36	-36	-100%	$1.9K	—	—	—
Kilter Group LLC	N/A	—	33	-33	-100%	$1.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	12	-12	-100%	$649	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	11	-11	-100%	$587	—	—	—
Global Retirement Partners, LLC	N/A	—	3	-3	-100%	$160	—	—	—

Showing 101 of 101 institutions