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Goldman Sachs Activebeta EM (GEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SigFig Wealth Management, LLC
DECREASED
Shares3,274,394 from 3,357,316
Change-82,922 (-2%)
Value$167.3M (-$5.2M)
Filed 2026-10-07
LPL Financial LLC
INCREASED
Shares2,256,580 from 2,192,221
Change+64,359 (+3%)
Value$115.3M (+$1.3M)
Filed 2026-11-06
HB Wealth Management, LLC
DECREASED
Shares897,251 from 910,914
Change-13,663 (-1%)
Value$45.8M (-$1.5M)
Filed 2026-10-23
Arvest Investments, Inc.
INCREASED
Shares435,742 from 419,485
Change+16,257 (+4%)
Value$22.3M (+$453.2K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares256,300 from 263,652
Change-7,352 (-3%)
Value$13.1M (-$613.0K)
Filed 2026-11-02
American National Bank & Trust
DECREASED
Shares248,987 from 259,995
Change-11,008 (-4%)
Value$12.7M (-$796.5K)
Filed 2026-10-07
Apella Capital, LLC
DECREASED
Shares231,229 from 238,766
Change-7,537 (-3%)
Value$11.9M (-$107.8K)
Filed 2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED
Shares222,763 from 214,661
Change+8,102 (+4%)
Value$11.4M (+$220.8K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares160,648 from 152,372
Change+8,276 (+5%)
Value$7.5M (+$9.0K)
Filed 2026-11-05
Central Trust Co
INCREASED
Shares160,426 from 144,952
Change+15,474 (+11%)
Value$8.2M (+$660.3K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares159,313 from 155,725
Change+3,588 (+2%)
Value$8.1M (+$43.2K)
Filed 2026-10-08
AlphaCore Capital LLC
DECREASED
Shares94,825 from 100,300
Change-5,475 (-5%)
Value$4.8M (-$370.0K)
Filed 2026-11-04
Asset Advisors Investment Management, LLC
INCREASED
Shares92,687 from 77,829
Change+14,858 (+19%)
Value$4.7M (+$689.2K)
Filed 2026-10-19
GFG Capital, LLC
DECREASED
Shares69,498 from 70,570
Change-1,072 (-2%)
Value$3.6M (-$118.3K)
Filed 2026-10-16
1900 Wealth Management LLC
INCREASED
Shares66,956 from 66,833
Change+123 (+0%)
Value$3.4M (-$53.9K)
Filed 2026-10-13
Clay Northam Wealth Management, LLC
INCREASED
Shares66,267 from 64,517
Change+1,750 (+3%)
Value$3.4M (+$31.4K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares50,132 from 50,132
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares41,960 from 20,706
Change+21,254 (+103%)
Value$2.1M (+$1.1M)
Filed 2026-11-04
Atwood & Palmer Inc
DECREASED
Shares41,918 from 43,693
Change-1,775 (-4%)
Value$2.1M (-$130.0K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares37,788 from 38,736
Change-948 (-2%)
Value$1.9M (-$73.7K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares35,168 from 27,502
Change+7,666 (+28%)
Value$1.8M (+$367.0K)
Filed 2026-11-05
True Private Wealth Advisors
INCREASED
Shares29,447 from 27,212
Change+2,235 (+8%)
Value$1.5M (+$89.7K)
Filed 2026-10-19
Mengis Capital Management, Inc.
INCREASED
Shares27,496 from 25,114
Change+2,382 (+9%)
Value$1.4M (+$99.1K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares23,095 from 21,969
Change+1,126 (+5%)
Value$1.2M (+$51.2K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares22,558
Change+22,558
Value$1.2M
Filed 2026-11-03
Elmwood Wealth Management, Inc.
DECREASED
Shares22,387 from 25,050
Change-2,663 (-11%)
Value$1.1M (-$158.6K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares20,640 from 20,580
Change+60 (+0%)
Value$1.1M (-$15.5K)
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares20,381 from 19,766
Change+615 (+3%)
Value$1.0M (+$13.6K)
Filed 2026-11-02
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares19,037 from 19,182
Change-145 (-1%)
Value$972.8K (-$24.7K)
Filed 2026-10-20
Worth Financial Advisory Group, LLC
INCREASED
Shares17,607 from 14,422
Change+3,185 (+22%)
Value$899.7K (+$149.8K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED
Shares17,081 from 17,688
Change-607 (-3%)
Value$872.8K (-$46.9K)
Filed 2026-10-13
IAG Wealth Partners, LLC
DECREASED
Shares16,291 from 16,994
Change-703 (-4%)
Value$832.5K (-$51.2K)
Filed 2026-11-06
Apollon Financial, LLC
DECREASED
Shares14,974 from 18,665
Change-3,691 (-20%)
Value$765.2K (-$205.4K)
Filed 2026-10-23
Vise Technologies, Inc.
DECREASED
Shares14,423 from 16,876
Change-2,453 (-15%)
Value$737.0K (-$140.5K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares13,716 from 6,333
Change+7,383 (+117%)
Value$700.9K (+$371.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,650 from 13,254
Change-604 (-5%)
Value$646.0K (-$43.0K)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares11,626 from 10,337
Change+1,289 (+12%)
Value$594.1K (+$56.6K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares11,533 from 11,372
Change+161 (+1%)
Value$589.3K (-$2.0K)
Filed 2026-10-08
Savant Capital, LLC
NEW
Shares10,369
Change+10,369
Value$529.9K
Filed 2026-11-06
Legacy Advisory Services, LLC
NEW
Shares8,339
Change+8,339
Value$426.1K
Filed 2026-10-20
Wedmont Private Capital
UNCHANGED
Shares8,136 from 8,136
Change0 (0%)
Value$409.8K (-$5.5K)
Filed 2026-10-09
Clearwater Capital Advisors, LLC
DECREASED
Shares8,061 from 8,991
Change-930 (-10%)
Value$411.9K (-$55.6K)
Filed 2026-11-06
Altfest L J & Co Inc
DECREASED
Shares7,896 from 8,248
Change-352 (-4%)
Value$403.5K (-$25.4K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares7,784 from 9,056
Change-1,272 (-14%)
Value$397.8K (-$73.2K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares7,677 from 7,688
Change-11 (0%)
Value$392.3K (-$7.5K)
Filed 2026-10-20
Glenview Trust Co
DECREASED
Shares7,157 from 7,869
Change-712 (-9%)
Value$365.7K (-$43.5K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares6,762 from 8,532
Change-1,770 (-21%)
Value$345.5K (-$98.1K)
Filed 2026-10-19
Flagstar Securities, Inc
UNCHANGED
Shares6,602 from 6,602
Change0 (0%)
Value$337.4K (-$5.9K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares6,442 from 5,991
Change+451 (+8%)
Value$329.2K (+$17.7K)
Filed 2026-10-28
Kathmere Capital Management, LLC
UNCHANGED
Shares6,433 from 6,433
Change0 (0%)
Value$328.7K (-$5.8K)
Filed 2026-10-20
D.A. Davidson & Co.
UNCHANGED
Shares6,243 from 6,243
Change0 (0%)
Value$319.0K (-$5.6K)
Filed 2026-10-28
SteelPeak Wealth, LLC
DECREASED
Shares6,221 from 6,349
Change-128 (-2%)
Value$317.9K (-$12.3K)
Filed 2026-10-16
Greenspring Advisors, LLC
DECREASED
Shares5,643 from 6,132
Change-489 (-8%)
Value$288.4K (-$30.5K)
Filed 2026-11-05
Legacy Advisors, LLC
DECREASED
Shares5,257 from 5,367
Change-110 (-2%)
Value$268.7K (-$10.4K)
Filed 2026-10-19
Cambridge Advisors Inc.
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$240.2K (-$4.2K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
DECREASED
Shares4,489 from 4,491
Change-2 (0%)
Value$229.4K (-$4.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
UNCHANGED
Shares4,475 from 4,475
Change0 (0%)
Value$228.7K (-$4.0K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares3,531 from 4,175
Change-644 (-15%)
Value$180.4K (-$36.7K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares2,780 from 983
Change+1,797 (+183%)
Value$144.6K (+$93.4K)
Filed 2026-11-06
GGM Financial LLC
INCREASED
Shares2,653 from 1,695
Change+958 (+57%)
Value$135.6K (+$47.4K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,302 from 2,302
Change0 (0%)
Value$118.0K (+$117.9K)
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares1,881 from 1,915
Change-34 (-2%)
Value$96.1K (-$3.5K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,530 from 1,501
Change+29 (+2%)
Value$78.2K (+$131)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares1,122 from 325
Change+797 (+245%)
Value$57.4K (+$40.4K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares1,012
Change+1,012
Value$51.7K
Filed 2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$50.7K (-$893)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
NEW
Shares982
Change+982
Value$50.2K
Filed 2026-10-15
Lanark Financial, Inc.
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$41.1K (-$724)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$30.7K (+$282)
Filed 2026-10-29
Cullen T Bankers, Inc.
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$28.5K (-$501)
Filed 2026-10-28
US Bancorp \de\
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$25.4K (-$448)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$23.1K (-$408)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares390 from 84
Change+306 (+364%)
Value$19.9K (+$15.6K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$19.4K (-$341)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$18.6K (-$327)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares339 from 331
Change+8 (+2%)
Value$17.3K (+$111)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$14.9K (-$263)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
INCREASED
Shares287 from 94
Change+193 (+205%)
Value$14.7K (+$9.8K)
Filed 2026-10-16
Maseco LLP
DECREASED
Shares116 from 174
Change-58 (-33%)
Value$5.9K (-$3.2K)
Filed 2026-10-27
Activest Wealth Management
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$4.7K (-$83)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares90
Change+90
Value$4.6K
Filed 2026-10-27
Realta Investment Advisors
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.6K (-$81)
Filed 2026-10-14
Breakwater Investment Management
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.8K (-$67)
Filed 2026-10-20
Rossby Financial, LCC
NEW
Shares65
Change+65
Value$3.3K
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.1K (-$37)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.0K (-$36)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.9K (-$34)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares31 from 20
Change+11 (+55%)
Value$1.6K (+$591)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.4K (-$24)
Filed 2026-11-06
West Paces Advisors Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.1K (-$20)
Filed 2026-10-13
IFP Advisors, Inc
NEW
Shares13
Change+13
Value$664
Filed 2026-10-16
Networth Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$562 (-$10)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$204 (-$4)
Filed 2026-11-04
10Elms LLP
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$51 (-$1)
Filed 2026-11-06
Annex Advisory Services, LLC
CLOSED
Shares0 from 6,939
Change-6,939 (-100%)
Value$0 (-$360.8K)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 4,076
Change-4,076 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-14
Archford Capital Strategies, LLC
CLOSED
Shares0 from 3,920
Change-3,920 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-19
Adamsbrown Wealth Consultants LLC
CLOSED
Shares0 from 3,916
Change-3,916 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,179
Change-2,179 (-100%)
Value$0 (-$108.2K)
Filed 2026-10-16
Brooklyn FI, LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$5.6K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-29
Oakworth Capital, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Wells Fargo & Company
N/A
Shares— from 4,358,569
Change-4,358,569 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,253,188
Change-3,253,188 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,127,532
Change-3,127,532 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,024,982
Change-2,024,982 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,106,818
Change-1,106,818 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,091,863
Change-1,091,863 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 936,843
Change-936,843 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 750,000
Change-750,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 708,584
Change-708,584 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 642,877
Change-642,877 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 596,572
Change-596,572 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 476,306
Change-476,306 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 466,422
Change-466,422 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 428,400
Change-428,400 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 428,014
Change-428,014 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 394,433
Change-394,433 (-100%)
Value—
UBS Group AG
N/A
Shares— from 296,207
Change-296,207 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 230,991
Change-230,991 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 214,740
Change-214,740 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 206,166
Change-206,166 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 187,166
Change-187,166 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 147,817
Change-147,817 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 123,566
Change-123,566 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 88,316
Change-88,316 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 86,781
Change-86,781 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 73,367
Change-73,367 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 71,629
Change-71,629 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 54,330
Change-54,330 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 50,392
Change-50,392 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,156
Change-48,156 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 46,858
Change-46,858 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38,018
Change-38,018 (-100%)
Value—
&partners
N/A
Shares— from 33,582
Change-33,582 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,744
Change-32,744 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 29,922
Change-29,922 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 27,567
Change-27,567 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 25,998
Change-25,998 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 25,013
Change-25,013 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 23,830
Change-23,830 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 21,309
Change-21,309 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,485
Change-19,485 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,970
Change-18,970 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,038
Change-18,038 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 15,933
Change-15,933 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,795
Change-15,795 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,198
Change-15,198 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 14,758
Change-14,758 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 14,568
Change-14,568 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,151
Change-14,151 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 11,997
Change-11,997 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 11,087
Change-11,087 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,903
Change-10,903 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,888
Change-10,888 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,832
Change-10,832 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 10,552
Change-10,552 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,077
Change-9,077 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,003
Change-8,003 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,994
Change-7,994 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,913
Change-7,913 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,213
Change-5,213 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 992
Change-992 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 927
Change-927 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 731
Change-731 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 518
Change-518 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 492
Change-492 (-100%)
Value—
Rogco, LP
N/A
Shares— from 475
Change-475 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 382
Change-382 (-100%)
Value—
EFG International AG
N/A
Shares— from 326
Change-326 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 200
Change-200 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 24
Change-24 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
SigFig Wealth Management, LLC
DECREASED3,274,3943,357,316-82,922-2%$172.5M$167.3M-$5.2M2026-10-07
LPL Financial LLC
INCREASED2,256,5802,192,221+64,359+3%$114.0M$115.3M+$1.3M2026-11-06
HB Wealth Management, LLC
DECREASED897,251910,914-13,663-1%$47.4M$45.8M-$1.5M2026-10-23
Arvest Investments, Inc.
INCREASED435,742419,485+16,257+4%$21.8M$22.3M+$453.2K2026-10-21
Commonwealth Equity Services, LLC
DECREASED256,300263,652-7,352-3%$13.7M$13.1M-$613.0K2026-11-02
American National Bank & Trust
DECREASED248,987259,995-11,008-4%$13.5M$12.7M-$796.5K2026-10-07
Apella Capital, LLC
DECREASED231,229238,766-7,537-3%$12.0M$11.9M-$107.8K2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED222,763214,661+8,102+4%$11.2M$11.4M+$220.8K2026-11-05
Destiny Wealth Partners, LLC
INCREASED160,648152,372+8,276+5%$7.5M$7.5M+$9.0K2026-11-05
Central Trust Co
INCREASED160,426144,952+15,474+11%$7.5M$8.2M+$660.3K2026-11-05
CoreCap Advisors, LLC
INCREASED159,313155,725+3,588+2%$8.1M$8.1M+$43.2K2026-10-08
AlphaCore Capital LLC
DECREASED94,825100,300-5,475-5%$5.2M$4.8M-$370.0K2026-11-04
Asset Advisors Investment Management, LLC
INCREASED92,68777,829+14,858+19%$4.0M$4.7M+$689.2K2026-10-19
GFG Capital, LLC
DECREASED69,49870,570-1,072-2%$3.7M$3.6M-$118.3K2026-10-16
1900 Wealth Management LLC
INCREASED66,95666,833+123+0%$3.5M$3.4M-$53.9K2026-10-13
Clay Northam Wealth Management, LLC
INCREASED66,26764,517+1,750+3%$3.4M$3.4M+$31.4K2026-10-13
PKS Advisory Services, LLC
UNCHANGED50,13250,13200%$2.6M$2.6M$02026-10-26
Citigroup Inc
INCREASED41,96020,706+21,254+103%$1.1M$2.1M+$1.1M2026-11-04
Atwood & Palmer Inc
DECREASED41,91843,693-1,775-4%$2.3M$2.1M-$130.0K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED37,78838,736-948-2%$2.0M$1.9M-$73.7K2026-10-13
Bank of New York Mellon Corp
INCREASED35,16827,502+7,666+28%$1.4M$1.8M+$367.0K2026-11-05
True Private Wealth Advisors
INCREASED29,44727,212+2,235+8%$1.4M$1.5M+$89.7K2026-10-19
Mengis Capital Management, Inc.
INCREASED27,49625,114+2,382+9%$1.3M$1.4M+$99.1K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED23,09521,969+1,126+5%$1.1M$1.2M+$51.2K2026-10-13
Ascentis Independent Advisors
NEW22,558—+22,558——$1.2M—2026-11-03
Elmwood Wealth Management, Inc.
DECREASED22,38725,050-2,663-11%$1.3M$1.1M-$158.6K2026-10-14
Creative Planning
INCREASED20,64020,580+60+0%$1.1M$1.1M-$15.5K2026-11-02
Golden State Wealth Management, LLC
INCREASED20,38119,766+615+3%$1.0M$1.0M+$13.6K2026-11-02
Portfolio Resources Advisor Group, Inc.
DECREASED19,03719,182-145-1%$997.5K$972.8K-$24.7K2026-10-20
Worth Financial Advisory Group, LLC
INCREASED17,60714,422+3,185+22%$749.9K$899.7K+$149.8K2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED17,08117,688-607-3%$919.8K$872.8K-$46.9K2026-10-13
IAG Wealth Partners, LLC
DECREASED16,29116,994-703-4%$883.7K$832.5K-$51.2K2026-11-06
Apollon Financial, LLC
DECREASED14,97418,665-3,691-20%$970.6K$765.2K-$205.4K2026-10-23
Vise Technologies, Inc.
DECREASED14,42316,876-2,453-15%$877.6K$737.0K-$140.5K2026-10-29
Kestra Advisory Services, LLC
INCREASED13,7166,333+7,383+117%$329.3K$700.9K+$371.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED12,65013,254-604-5%$689.0K$646.0K-$43.0K2026-11-02
Beacon Financial Advisory LLC
INCREASED11,62610,337+1,289+12%$537.5K$594.1K+$56.6K2026-10-16
Farther Finance Advisors, LLC
INCREASED11,53311,372+161+1%$591.4K$589.3K-$2.0K2026-10-08
Savant Capital, LLC
NEW10,369—+10,369——$529.9K—2026-11-06
Legacy Advisory Services, LLC
NEW8,339—+8,339——$426.1K—2026-10-20
Wedmont Private Capital
UNCHANGED8,1368,13600%$415.3K$409.8K-$5.5K2026-10-09
Clearwater Capital Advisors, LLC
DECREASED8,0618,991-930-10%$467.5K$411.9K-$55.6K2026-11-06
Altfest L J & Co Inc
DECREASED7,8968,248-352-4%$428.9K$403.5K-$25.4K2026-10-27
Sigma Planning Corp
DECREASED7,7849,056-1,272-14%$470.9K$397.8K-$73.2K2026-10-23
Private Trust Co NA
DECREASED7,6777,688-110%$399.8K$392.3K-$7.5K2026-10-20
Glenview Trust Co
DECREASED7,1577,869-712-9%$409.2K$365.7K-$43.5K2026-10-28
Maia Wealth LLC
DECREASED6,7628,532-1,770-21%$443.7K$345.5K-$98.1K2026-10-19
Flagstar Securities, Inc
UNCHANGED6,6026,60200%$343.3K$337.4K-$5.9K2026-10-15
Founders Financial Securities LLC
INCREASED6,4425,991+451+8%$311.5K$329.2K+$17.7K2026-10-28
Kathmere Capital Management, LLC
UNCHANGED6,4336,43300%$334.5K$328.7K-$5.8K2026-10-20
D.A. Davidson & Co.
UNCHANGED6,2436,24300%$324.6K$319.0K-$5.6K2026-10-28
SteelPeak Wealth, LLC
DECREASED6,2216,349-128-2%$330.1K$317.9K-$12.3K2026-10-16
Greenspring Advisors, LLC
DECREASED5,6436,132-489-8%$318.9K$288.4K-$30.5K2026-11-05
Legacy Advisors, LLC
DECREASED5,2575,367-110-2%$279.1K$268.7K-$10.4K2026-10-19
Cambridge Advisors Inc.
UNCHANGED4,7004,70000%$244.4K$240.2K-$4.2K2026-10-19
Endeavor Private Wealth, Inc.
DECREASED4,4894,491-20%$233.5K$229.4K-$4.1K2026-11-05
Perigon Wealth Management, LLC
UNCHANGED4,4754,47500%$232.7K$228.7K-$4.0K2026-10-22
Fifth Third Bancorp
DECREASED3,5314,175-644-15%$217.1K$180.4K-$36.7K2026-11-05
Allworth Financial LP
INCREASED2,780983+1,797+183%$51.1K$144.6K+$93.4K2026-11-06
GGM Financial LLC
INCREASED2,6531,695+958+57%$88.1K$135.6K+$47.4K2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED2,3022,30200%$120$118.0K+$117.9K2026-10-27
Parallel Advisors, LLC
DECREASED1,8811,915-34-2%$99.6K$96.1K-$3.5K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED1,5301,501+29+2%$78.1K$78.2K+$1312026-11-03
Russell Investments Group, Ltd.
INCREASED1,122325+797+245%$16.9K$57.4K+$40.4K2026-11-06
Root Financial Partners, LLC
NEW1,012—+1,012——$51.7K—2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED99399300%$51.6K$50.7K-$8932026-10-23
Turtle Creek Wealth Advisors, LLC
NEW982—+982——$50.2K—2026-10-15
Lanark Financial, Inc.
UNCHANGED80480400%$41.8K$41.1K-$7242026-10-26
Salomon & Ludwin, LLC
UNCHANGED60060000%$30.4K$30.7K+$2822026-10-29
Cullen T Bankers, Inc.
UNCHANGED55755700%$29.0K$28.5K-$5012026-10-28
US Bancorp \de\
UNCHANGED49849800%$25.9K$25.4K-$4482026-11-05
Princeton Global Asset Management LLC
UNCHANGED45345300%$23.6K$23.1K-$4082026-10-21
Assetmark, Inc
INCREASED39084+306+364%$4.3K$19.9K+$15.6K2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED37937900%$19.7K$19.4K-$3412026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED36336300%$18.9K$18.6K-$3272026-11-04
Creative Financial Designs Inc
INCREASED339331+8+2%$17.2K$17.3K+$1112026-11-04
Key Capital Management, Inc
UNCHANGED29229200%$15.2K$14.9K-$2632026-11-03
Brown, Lisle Ings, Inc.
INCREASED28794+193+205%$4.9K$14.7K+$9.8K2026-10-16
Maseco LLP
DECREASED116174-58-33%$9.1K$5.9K-$3.2K2026-10-27
Activest Wealth Management
UNCHANGED929200%$4.8K$4.7K-$832026-10-15
Latitude Advisors, LLC
NEW90—+90——$4.6K—2026-10-27
Realta Investment Advisors
UNCHANGED909000%$4.7K$4.6K-$812026-10-14
Breakwater Investment Management
UNCHANGED757500%$3.9K$3.8K-$672026-10-20
Rossby Financial, LCC
NEW65—+65——$3.3K—2026-11-05
Key FInancial Inc
UNCHANGED414100%$2.1K$2.1K-$372026-11-02
Spire Wealth Management
UNCHANGED404000%$2.1K$2.0K-$362026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED383800%$2.0K$1.9K-$342026-11-05
Allspring Global Investments Holdings, LLC
INCREASED3120+11+55%$1.0K$1.6K+$5912026-11-04
UMB Bank, n.a.
UNCHANGED272700%$1.4K$1.4K-$242026-11-06
West Paces Advisors Inc.
UNCHANGED222200%$1.1K$1.1K-$202026-10-13
IFP Advisors, Inc
NEW13—+13——$664—2026-10-16
Networth Advisors, LLC
UNCHANGED111100%$572$562-$102026-11-03
Gables Capital Management Inc.
UNCHANGED4400%$208$204-$42026-11-04
10Elms LLP
UNCHANGED1100%$52$51-$12026-11-06
Annex Advisory Services, LLC
CLOSED06,939-6,939-100%$360.8K$0-$360.8K2026-10-16
World Equity Group, Inc.
CLOSED04,076-4,076-100%$212.0K$0-$212.0K2026-10-14
Archford Capital Strategies, LLC
CLOSED03,920-3,920-100%$203.8K$0-$203.8K2026-10-19
Adamsbrown Wealth Consultants LLC
CLOSED03,916-3,916-100%$203.6K$0-$203.6K2026-10-20
Cornerstone Planning Group LLC
CLOSED02,179-2,179-100%$108.2K$0-$108.2K2026-10-16
Brooklyn FI, LLC
CLOSED0113-113-100%$5.6K$0-$5.6K2026-11-05
Cape Investment Advisory, Inc.
CLOSED085-85-100%$4.4K$0-$4.4K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED070-70-100%$3.6K$0-$3.6K2026-10-29
Oakworth Capital, Inc.
CLOSED040-40-100%$2.0K$0-$2.0K2026-10-26
AdvisorNet Financial, Inc
CLOSED037-37-100%$1.9K$0-$1.9K2026-10-15
Wells Fargo & Company
N/A—4,358,569-4,358,569-100%$226.6M———
Goldman Sachs Group Inc
N/A—3,253,188-3,253,188-100%$169.2M———
Envestnet Asset Management Inc
N/A—3,127,532-3,127,532-100%$162.6M———
Betterment LLC
N/A—2,024,982-2,024,982-100%$105.3M———
Arvest Bank Trust Division
N/A—1,106,818-1,106,818-100%$57.6M———
State of Wisconsin Investment Board
N/A—1,091,863-1,091,863-100%$56.8M———
Morgan Stanley
N/A—936,843-936,843-100%$48.7M———
Jane Street Group, LLC
N/A—750,000-750,000-100%$39.0M———
Bank of America Corp
N/A—708,584-708,584-100%$36.8M———
United Capital Financial Advisors, LLC
N/A—642,877-642,877-100%$33.4M———
Principal Securities, Inc.
N/A—596,572-596,572-100%$31.0M———
Royal Bank of Canada
N/A—476,306-476,306-100%$24.8M———
Cetera Investment Advisers
N/A—466,422-466,422-100%$24.3M———
First Foundation Advisors
N/A—428,400-428,400-100%$22.3M———
Raymond James Financial Inc
N/A—428,014-428,014-100%$22.3M———
Envestnet Portfolio Solutions, Inc.
N/A—394,433-394,433-100%$20.5M———
UBS Group AG
N/A—296,207-296,207-100%$15.4M———
Sanctuary Advisors, LLC
N/A—230,991-230,991-100%$12.0M———
Vestmark Advisory Solutions, Inc.
N/A—214,740-214,740-100%$11.2M———
Strategic Financial Services, Inc.
N/A—206,166-206,166-100%$10.7M———
Spinnaker Trust
N/A—187,166-187,166-100%$9.7M———
Marshall Wace, LLP
N/A—147,817-147,817-100%$7.7M———
Anchor Investment Management, LLC
N/A—123,566-123,566-100%$6.4M———
Gladstone Institutional Advisory LLC
N/A—88,316-88,316-100%$4.6M———
Keebeck Wealth Management
N/A—86,781-86,781-100%$4.5M———
Susquehanna International Group, LLP
N/A—73,367-73,367-100%$3.8M———
Old Mission Capital LLC
N/A—71,629-71,629-100%$3.7M———
NewEdge Advisors, LLC
N/A—54,330-54,330-100%$2.8M———
Baird Financial Group, Inc.
N/A—50,392-50,392-100%$2.6M———
Osaic Holdings, Inc.
N/A—48,156-48,156-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—46,858-46,858-100%$2.4M———
JPMorgan Chase & Co
N/A—38,018-38,018-100%$2.0M———
&partners
N/A—33,582-33,582-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—32,744-32,744-100%$1.7M———
Prostatis Group LLC
N/A—29,922-29,922-100%$1.6M———
LifePlan Investment Advisors, Inc.
N/A—27,567-27,567-100%$1.4M———
Cerity Partners LLC
N/A—25,998-25,998-100%$1.4M———
Stifel Financial Corp
N/A—25,013-25,013-100%$1.3M———
Empirical Asset Management, LLC
N/A—23,830-23,830-100%$1.2M———
Founders Financial Alliance, LLC
N/A—21,309-21,309-100%$1.1M———
World Investment Advisors
N/A—19,485-19,485-100%$1.0M———
EP Wealth Advisors, LLC
N/A—18,970-18,970-100%$986.4K———
Arax Advisory Partners
N/A—18,038-18,038-100%$938.0K———
Integrated Wealthcare, LLC
N/A—15,933-15,933-100%$828.5K———
Rockefeller Capital Management L.P.
N/A—15,795-15,795-100%$821.4K———
Private Advisor Group, LLC
N/A—15,198-15,198-100%$790.3K———
SageView Advisory Group, LLC
N/A—14,758-14,758-100%$767.4K———
Whittier Trust Co of Nevada Inc
N/A—14,568-14,568-100%$731.3K———
MML Investors Services, LLC
N/A—14,151-14,151-100%$735.9K———
Kelman-Lazarov, Inc.
N/A—12,200-12,200-100%$634.4K———
Strategies Wealth Advisors, LLC
N/A—11,997-11,997-100%$623.9K———
Whittier Trust Co
N/A—11,087-11,087-100%$571.4K———
Morris Financial Concepts, Inc.
N/A—10,903-10,903-100%$567.0K———
AQR Capital Management LLC
N/A—10,888-10,888-100%$566.2K———
Jones Financial Companies Lllp
N/A—10,832-10,832-100%$555.9K———
Orion Porfolio Solutions, LLC
N/A—10,552-10,552-100%$548.7K———
Haverford Trust Co
N/A—10,009-10,009-100%$520.5K———
Brown Advisory Inc
N/A—9,077-9,077-100%$472.0K———
Hexagon Capital Partners LLC
N/A—9,024-9,024-100%$469.3K———
Western Wealth Management, LLC
N/A—8,003-8,003-100%$416.2K———
Wealthspire Advisors, LLC
N/A—7,994-7,994-100%$415.7K———
FMR LLC
N/A—7,913-7,913-100%$411.5K———
HighTower Advisors, LLC
N/A—7,586-7,586-100%$394.5K———
Global Retirement Partners, LLC
N/A—7,203-7,203-100%$374.5K———
CreativeOne Wealth, LLC
N/A—7,012-7,012-100%$364.6K———
Advisory Services Network, LLC
N/A—6,402-6,402-100%$332.9K———
Mariner, LLC
N/A—6,337-6,337-100%$329.5K———
Transamerica Financial Advisors, LLC
N/A—5,860-5,860-100%$304.8K———
Naviter Wealth, LLC
N/A—5,813-5,813-100%$302.3K———
MAI Capital Management
N/A—5,700-5,700-100%$296.4K———
Regal Investment Advisors LLC
N/A—5,213-5,213-100%$271.1K———
Focus Partners Advisor Solutions, LLC
N/A—5,083-5,083-100%$264.3K———
Gateway Wealth Partners, LLC
N/A—4,974-4,974-100%$258.6K———
Quantinno Capital Management LP
N/A—4,950-4,950-100%$257.4K———
Wealthfront Advisers LLC
N/A—4,459-4,459-100%$231.9K———
Perennial Investment Advisors, LLC
N/A—4,371-4,371-100%$227.3K———
Centaurus Financial, Inc.
N/A—3,800-3,800-100%$198.0K———
O'shaughnessy Asset Management, LLC
N/A—3,047-3,047-100%$158.4K———
UBS Asset Management Americas LLC
N/A—2,095-2,095-100%$108.9K———
Steward Partners Investment Advisory, LLC
N/A—1,705-1,705-100%$88.6K———
MidFirst Bank
N/A—1,034-1,034-100%$53.8K———
GeoWealth Management, LLC
N/A—1,024-1,024-100%$53.3K———
Bank of Montreal
N/A—992-992-100%$51.6K———
Harbour Investments, Inc.
N/A—927-927-100%$48.2K———
Vanguard Advisers Inc
N/A—731-731-100%$38.0K———
Colonial Trust Co / SC
N/A—726-726-100%$37.8K———
Aptus Capital Advisors, LLC
N/A—630-630-100%$32.8K———
SOA Wealth Advisors, Llc.
N/A—518-518-100%$26.9K———
Johnson Financial Group, Inc.
N/A—492-492-100%$25.6K———
Rogco, LP
N/A—475-475-100%$24.7K———
IFG Advisory, LLC
N/A—406-406-100%$21.1K———
Franklin Resources Inc
N/A—382-382-100%$19.9K———
EFG International AG
N/A—326-326-100%$17.0K———
Aventura Private Wealth, LLC
N/A—300-300-100%$15.6K———
AE Wealth Management LLC
N/A—244-244-100%$12.7K———
LGT Financial Advisors LLC
N/A—207-207-100%$10.8K———
Heritage Wealth Advisors
N/A—200-200-100%$10.4K———
Continuum Advisory, LLC
N/A—126-126-100%$6.6K———
Hantz Financial Services, Inc.
N/A—117-117-100%$6———
Harborfront Financial Group LLC
N/A—112-112-100%$5.8K———
Geneos Wealth Management Inc.
N/A—95-95-100%$4.9K———
Highland Investment Advisors LLC
N/A—86-86-100%$4.5K———
Cheviot Value Management, LLC
N/A—65-65-100%$3.4K———
BlackRock, Inc.
N/A—43-43-100%$2.2K———
Medallion Wealth Advisors, LLC
N/A—38-38-100%$2.0K———
Crews Bank & Trust
N/A—24-24-100%$1.2K———
Frazier Financial Advisors, LLC
N/A—11-11-100%$557———
HFM Investment Advisors, LLC
N/A—2-2-100%$54———
Showing 212 of 212 institutions