Goldman Sachs INV GRD Corp (GIGB)

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

Shares2,320,853 from 2,176,063

Change+144,790 (+7%)

Value$101.0M (+$1.1M)

Filed 2026-11-06

Arvest Investments, Inc.

INCREASED

Shares927,924 from 874,482

Change+53,442 (+6%)

Value$40.4M (+$226.5K)

Filed 2026-10-21

Allworth Financial LP

INCREASED

Shares193,965 from 186,768

Change+7,197 (+4%)

Value$8.9M (+$330.4K)

Filed 2026-11-06

White Pine Investment Co

DECREASED

Shares186,635 from 187,378

Change-743 (0%)

Value$8.1M (-$483.0K)

Filed 2026-10-15

Sowell Financial Services LLC

INCREASED

Shares137,632 from 109,656

Change+27,976 (+26%)

Value$6.0M (+$954.1K)

Filed 2026-10-23

Channel Wealth LLC

DECREASED

Shares124,752 from 137,235

Change-12,483 (-9%)

Value$5.4M (-$872.5K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares84,473 from 68,348

Change+16,125 (+24%)

Value$3.7M (+$537.6K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares81,157 from 57,821

Change+23,336 (+40%)

Value$3.5M (+$916.9K)

Filed 2026-10-13

Independent Financial Group, LLC

INCREASED

Shares73,545 from 70,590

Change+2,955 (+4%)

Value$3.2M (-$40.8K)

Filed 2026-10-13

Elevation Point Wealth Partners, LLC

INCREASED

Shares70,360 from 64,983

Change+5,377 (+8%)

Value$3.1M (+$78.0K)

Filed 2026-11-05

MGO One Seven LLC

INCREASED

Shares65,319 from 63,741

Change+1,578 (+2%)

Value$2.8M (-$84.3K)

Filed 2026-10-28

CoreCap Advisors, LLC

INCREASED

Shares54,409 from 51,935

Change+2,474 (+5%)

Value$2.4M (-$17.0K)

Filed 2026-10-08

Flagship Harbor Advisors, LLC

INCREASED

Shares41,993 from 37,250

Change+4,743 (+13%)

Value$1.8M (+$116.9K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

NEW

Shares21,036

Change+21,036

Value$915.3K

Filed 2026-10-16

Absolute Capital Management, LLC

DECREASED

Shares20,814 from 20,971

Change-157 (-1%)

Value$905.6K (-$57.2K)

Filed 2026-10-16

Pictet North America Advisors SA

UNCHANGED

Shares18,900 from 18,900

Change0 (0%)

Value$822.3K (-$45.4K)

Filed 2026-10-21

Private Trust Co NA

INCREASED

Shares14,060 from 12,086

Change+1,974 (+16%)

Value$611.8K (+$56.9K)

Filed 2026-10-20

Beacon Financial Advisory LLC

INCREASED

Shares12,269 from 10,541

Change+1,728 (+16%)

Value$533.8K (+$49.9K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares11,158 from 7,539

Change+3,619 (+48%)

Value$485.5K (+$139.4K)

Filed 2026-11-02

Valpey Financial Services, LLC

INCREASED

Shares10,664 from 10,553

Change+111 (+1%)

Value$464.0K (-$20.5K)

Filed 2026-10-30

Syntegra Private Wealth Group, LLC

UNCHANGED

Shares9,793 from 9,793

Change0 (0%)

Value$426.1K (-$23.5K)

Filed 2026-10-13

Integrity Alliance, Llc.

DECREASED

Shares8,393 from 11,172

Change-2,779 (-25%)

Value$365.2K (-$147.7K)

Filed 2026-10-29

Legacy Advisors, LLC

INCREASED

Shares8,119 from 8,004

Change+115 (+1%)

Value$353.3K (-$14.2K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares7,947 from 7,907

Change+40 (+1%)

Value$345.8K (-$17.2K)

Filed 2026-11-02

Perigon Wealth Management, LLC

INCREASED

Shares7,665 from 7,495

Change+170 (+2%)

Value$333.5K (-$10.6K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares6,807 from 9,828

Change-3,021 (-31%)

Value$296.0K (-$155.0K)

Filed 2026-11-02

Parallel Advisors, LLC

INCREASED

Shares5,678 from 2,913

Change+2,765 (+95%)

Value$247.1K (+$113.3K)

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

INCREASED

Shares4,992 from 4,038

Change+954 (+24%)

Value$217.2K (+$31.8K)

Filed 2026-11-03

Latitude Advisors, LLC

NEW

Shares448

Change+448

Value$19.5K

Filed 2026-10-27

Cordgrass Capital Advisors, LLC

UNCHANGED

Shares441 from 441

Change0 (0%)

Value$19.2K (-$1.1K)

Filed 2026-10-30

Heritage Family Offices, LLP

NEW

Shares255

Change+255

Value$11.1K

Filed 2026-11-02

Brown, Lisle Ings, Inc.

INCREASED

Shares233 from 70

Change+163 (+233%)

Value$10.1K (+$6.9K)

Filed 2026-10-16

Creative Financial Designs Inc

UNCHANGED

Shares214 from 214

Change0 (0%)

Value$9.3K (-$514)

Filed 2026-11-04

IFP Advisors, Inc

NEW

Shares124

Change+124

Value$5.4K

Filed 2026-10-16

Russell Investments Group, Ltd.

DECREASED

Shares10 from 146

Change-136 (-93%)

Value$420 (-$6.3K)

Filed 2026-11-06

Avidian Wealth Enterprises, LLC

CLOSED

Shares0 from 20,634

Change-20,634 (-100%)

Value$0 (-$947.3K)

Filed 2026-10-08

Cornerstone Planning Group LLC

CLOSED

Shares0 from 2,185

Change-2,185 (-100%)

Value$0 (-$98.5K)

Filed 2026-10-16

UMB Bank, n.a.

CLOSED

Shares0 from 1,024

Change-1,024 (-100%)

Value$0 (-$47.0K)

Filed 2026-11-06

International Assets Investment Management, LLC

CLOSED

Shares0 from 139

Change-139 (-100%)

Value$0 (-$6.3K)

Filed 2026-11-02

Maseco LLP

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-27

Fifth Third Bancorp

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$505)

Filed 2026-11-05

Oakworth Capital, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$183)

Filed 2026-10-26

Realta Investment Advisors

UNCHANGED

Shares0 from 0

Change0

Value$15 (-$1)

Filed 2026-10-14

Goldman Sachs Group Inc

N/A

Shares— from 6,184,490

Change-6,184,490 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,393,478

Change-1,393,478 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 968,104

Change-968,104 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 665,870

Change-665,870 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 618,968

Change-618,968 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 551,211

Change-551,211 (-100%)

Value—

Betterment LLC

N/A

Shares— from 520,509

Change-520,509 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 391,207

Change-391,207 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 342,779

Change-342,779 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 297,453

Change-297,453 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 242,384

Change-242,384 (-100%)

Value—

Stephens Inc

N/A

Shares— from 220,409

Change-220,409 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 145,428

Change-145,428 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 121,724

Change-121,724 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 119,709

Change-119,709 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 103,994

Change-103,994 (-100%)

Value—

Capital Financial Group Inc\co\

N/A

Shares— from 90,725

Change-90,725 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 77,306

Change-77,306 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 69,772

Change-69,772 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 67,770

Change-67,770 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 64,983

Change-64,983 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 56,159

Change-56,159 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 40,944

Change-40,944 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 33,425

Change-33,425 (-100%)

Value—

LifePlan Investment Advisors, Inc.

N/A

Shares— from 27,327

Change-27,327 (-100%)

Value—

UBS Group AG

N/A

Shares— from 26,008

Change-26,008 (-100%)

Value—

Note Advisors, LLC

N/A

Shares— from 19,971

Change-19,971 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 18,552

Change-18,552 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 17,873

Change-17,873 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 14,447

Change-14,447 (-100%)

Value—

Saiph Capital, LLC

N/A

Shares— from 14,121

Change-14,121 (-100%)

Value—

Haverford Trust Co

N/A

Shares— from 13,657

Change-13,657 (-100%)

Value—

17 Capital Partners, LLC

N/A

Shares— from 12,638

Change-12,638 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,127

Change-12,127 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 10,347

Change-10,347 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 9,072

Change-9,072 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 8,609

Change-8,609 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 8,409

Change-8,409 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 8,133

Change-8,133 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 5,882

Change-5,882 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 5,351

Change-5,351 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,398

Change-4,398 (-100%)

Value—

Rogco, LP

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,297

Change-1,297 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,004

Change-1,004 (-100%)

Value—

FMR LLC

N/A

Shares— from 978

Change-978 (-100%)

Value—

EFG International AG

N/A

Shares— from 885

Change-885 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 779

Change-779 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 739

Change-739 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 546

Change-546 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 517

Change-517 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 497

Change-497 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 486

Change-486 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 236

Change-236 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 157

Change-157 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 102

Change-102 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 15

Change-15 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	2,320,853	2,176,063	+144,790	+7%	$99.9M	$101.0M	+$1.1M	2026-11-06
Arvest Investments, Inc.	INCREASED	927,924	874,482	+53,442	+6%	$40.1M	$40.4M	+$226.5K	2026-10-21
Allworth Financial LP	INCREASED	193,965	186,768	+7,197	+4%	$8.6M	$8.9M	+$330.4K	2026-11-06
White Pine Investment Co	DECREASED	186,635	187,378	-743	0%	$8.6M	$8.1M	-$483.0K	2026-10-15
Sowell Financial Services LLC	INCREASED	137,632	109,656	+27,976	+26%	$5.0M	$6.0M	+$954.1K	2026-10-23
Channel Wealth LLC	DECREASED	124,752	137,235	-12,483	-9%	$6.3M	$5.4M	-$872.5K	2026-11-06
Bank of New York Mellon Corp	INCREASED	84,473	68,348	+16,125	+24%	$3.1M	$3.7M	+$537.6K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	81,157	57,821	+23,336	+40%	$2.6M	$3.5M	+$916.9K	2026-10-13
Independent Financial Group, LLC	INCREASED	73,545	70,590	+2,955	+4%	$3.2M	$3.2M	-$40.8K	2026-10-13
Elevation Point Wealth Partners, LLC	INCREASED	70,360	64,983	+5,377	+8%	$3.0M	$3.1M	+$78.0K	2026-11-05
MGO One Seven LLC	INCREASED	65,319	63,741	+1,578	+2%	$2.9M	$2.8M	-$84.3K	2026-10-28
CoreCap Advisors, LLC	INCREASED	54,409	51,935	+2,474	+5%	$2.4M	$2.4M	-$17.0K	2026-10-08
Flagship Harbor Advisors, LLC	INCREASED	41,993	37,250	+4,743	+13%	$1.7M	$1.8M	+$116.9K	2026-10-26
Concurrent Investment Advisors, LLC	NEW	21,036	—	+21,036	—	—	$915.3K	—	2026-10-16
Absolute Capital Management, LLC	DECREASED	20,814	20,971	-157	-1%	$962.8K	$905.6K	-$57.2K	2026-10-16
Pictet North America Advisors SA	UNCHANGED	18,900	18,900	0	0%	$867.7K	$822.3K	-$45.4K	2026-10-21
Private Trust Co NA	INCREASED	14,060	12,086	+1,974	+16%	$554.9K	$611.8K	+$56.9K	2026-10-20
Beacon Financial Advisory LLC	INCREASED	12,269	10,541	+1,728	+16%	$483.9K	$533.8K	+$49.9K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	11,158	7,539	+3,619	+48%	$346.1K	$485.5K	+$139.4K	2026-11-02
Valpey Financial Services, LLC	INCREASED	10,664	10,553	+111	+1%	$484.5K	$464.0K	-$20.5K	2026-10-30
Syntegra Private Wealth Group, LLC	UNCHANGED	9,793	9,793	0	0%	$449.6K	$426.1K	-$23.5K	2026-10-13
Integrity Alliance, Llc.	DECREASED	8,393	11,172	-2,779	-25%	$512.9K	$365.2K	-$147.7K	2026-10-29
Legacy Advisors, LLC	INCREASED	8,119	8,004	+115	+1%	$367.4K	$353.3K	-$14.2K	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	7,947	7,907	+40	+1%	$363.0K	$345.8K	-$17.2K	2026-11-02
Perigon Wealth Management, LLC	INCREASED	7,665	7,495	+170	+2%	$344.1K	$333.5K	-$10.6K	2026-10-22
Cambridge Investment Research Advisors, Inc.	DECREASED	6,807	9,828	-3,021	-31%	$451.0K	$296.0K	-$155.0K	2026-11-02
Parallel Advisors, LLC	INCREASED	5,678	2,913	+2,765	+95%	$133.7K	$247.1K	+$113.3K	2026-11-03
Ashton Thomas Private Wealth, LLC	INCREASED	4,992	4,038	+954	+24%	$185.4K	$217.2K	+$31.8K	2026-11-03
Latitude Advisors, LLC	NEW	448	—	+448	—	—	$19.5K	—	2026-10-27
Cordgrass Capital Advisors, LLC	UNCHANGED	441	441	0	0%	$20.2K	$19.2K	-$1.1K	2026-10-30
Heritage Family Offices, LLP	NEW	255	—	+255	—	—	$11.1K	—	2026-11-02
Brown, Lisle Ings, Inc.	INCREASED	233	70	+163	+233%	$3.2K	$10.1K	+$6.9K	2026-10-16
Creative Financial Designs Inc	UNCHANGED	214	214	0	0%	$9.8K	$9.3K	-$514	2026-11-04
IFP Advisors, Inc	NEW	124	—	+124	—	—	$5.4K	—	2026-10-16
Russell Investments Group, Ltd.	DECREASED	10	146	-136	-93%	$6.7K	$420	-$6.3K	2026-11-06
Avidian Wealth Enterprises, LLC	CLOSED	0	20,634	-20,634	-100%	$947.3K	$0	-$947.3K	2026-10-08
Cornerstone Planning Group LLC	CLOSED	0	2,185	-2,185	-100%	$98.5K	$0	-$98.5K	2026-10-16
UMB Bank, n.a.	CLOSED	0	1,024	-1,024	-100%	$47.0K	$0	-$47.0K	2026-11-06
International Assets Investment Management, LLC	CLOSED	0	139	-139	-100%	$6.3K	$0	-$6.3K	2026-11-02
Maseco LLP	CLOSED	0	43	-43	-100%	$2.0K	$0	-$2.0K	2026-10-27
Fifth Third Bancorp	CLOSED	0	11	-11	-100%	$505	$0	-$505	2026-11-05
Oakworth Capital, Inc.	CLOSED	0	4	-4	-100%	$183	$0	-$183	2026-10-26
Realta Investment Advisors	UNCHANGED	0	0	0	—	$16	$15	-$1	2026-10-14
Goldman Sachs Group Inc	N/A	—	6,184,490	-6,184,490	-100%	$283.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,393,478	-1,393,478	-100%	$64.0M	—	—	—
EP Wealth Advisors, LLC	N/A	—	968,104	-968,104	-100%	$44.4M	—	—	—
Morgan Stanley	N/A	—	665,870	-665,870	-100%	$30.6M	—	—	—
Wells Fargo & Company	N/A	—	618,968	-618,968	-100%	$28.4M	—	—	—
Jane Street Group, LLC	N/A	—	551,211	-551,211	-100%	$25.3M	—	—	—
Betterment LLC	N/A	—	520,509	-520,509	-100%	$23.9M	—	—	—
Principal Securities, Inc.	N/A	—	391,207	-391,207	-100%	$18.0M	—	—	—
Manning & Napier Advisors LLC	N/A	—	342,779	-342,779	-100%	$15.8M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	297,453	-297,453	-100%	$13.7M	—	—	—
Cetera Investment Advisers	N/A	—	242,384	-242,384	-100%	$11.1M	—	—	—
Stephens Inc	N/A	—	220,409	-220,409	-100%	$10.1M	—	—	—
Bank of America Corp	N/A	—	145,428	-145,428	-100%	$6.7M	—	—	—
HighTower Advisors, LLC	N/A	—	121,724	-121,724	-100%	$5.6M	—	—	—
Ameriprise Financial Inc	N/A	—	119,709	-119,709	-100%	$5.5M	—	—	—
Keebeck Wealth Management	N/A	—	103,994	-103,994	-100%	$4.8M	—	—	—
Capital Financial Group Inc\co\	N/A	—	90,725	-90,725	-100%	$4.2M	—	—	—
Raymond James Financial Inc	N/A	—	77,306	-77,306	-100%	$3.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	69,772	-69,772	-100%	$3.2M	—	—	—
JPMorgan Chase & Co	N/A	—	67,770	-67,770	-100%	$3.1M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	64,983	-64,983	-100%	$3.0M	—	—	—
Regal Investment Advisors LLC	N/A	—	56,159	-56,159	-100%	$2.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	40,944	-40,944	-100%	$1.9M	—	—	—
Arkadios Wealth Advisors	N/A	—	33,425	-33,425	-100%	$1.5M	—	—	—
LifePlan Investment Advisors, Inc.	N/A	—	27,327	-27,327	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	26,008	-26,008	-100%	$1.2M	—	—	—
Note Advisors, LLC	N/A	—	19,971	-19,971	-100%	$916.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	18,552	-18,552	-100%	$851.7K	—	—	—
Founders Financial Alliance, LLC	N/A	—	17,873	-17,873	-100%	$820.5K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	14,447	-14,447	-100%	$663.3K	—	—	—
Saiph Capital, LLC	N/A	—	14,121	-14,121	-100%	$648.3K	—	—	—
Haverford Trust Co	N/A	—	13,657	-13,657	-100%	$627.0K	—	—	—
17 Capital Partners, LLC	N/A	—	12,638	-12,638	-100%	$580.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	12,127	-12,127	-100%	$556.9K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	10,347	-10,347	-100%	$475.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	9,072	-9,072	-100%	$416.5K	—	—	—
World Investment Advisors	N/A	—	8,609	-8,609	-100%	$395.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	8,409	-8,409	-100%	$386.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	8,133	-8,133	-100%	$373.4K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	5,882	-5,882	-100%	$270.0K	—	—	—
Belpointe Asset Management LLC	N/A	—	5,351	-5,351	-100%	$245.7K	—	—	—
Wealth Management Associates, Inc.	N/A	—	5,000	-5,000	-100%	$229.6K	—	—	—
MML Investors Services, LLC	N/A	—	4,398	-4,398	-100%	$201.9K	—	—	—
Rogco, LP	N/A	—	1,600	-1,600	-100%	$73.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,297	-1,297	-100%	$59.5K	—	—	—
AE Wealth Management LLC	N/A	—	1,004	-1,004	-100%	$46.1K	—	—	—
FMR LLC	N/A	—	978	-978	-100%	$44.9K	—	—	—
EFG International AG	N/A	—	885	-885	-100%	$40.6K	—	—	—
Johnson Financial Group, Inc.	N/A	—	779	-779	-100%	$35.8K	—	—	—
Royal Bank of Canada	N/A	—	739	-739	-100%	$34.0K	—	—	—
GeoWealth Management, LLC	N/A	—	546	-546	-100%	$25.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	517	-517	-100%	$23.7K	—	—	—
Harbour Investments, Inc.	N/A	—	497	-497	-100%	$22.8K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	486	-486	-100%	$22.3K	—	—	—
Franklin Resources Inc	N/A	—	236	-236	-100%	$10.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	157	-157	-100%	$7.2K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	102	-102	-100%	$4.7K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	52	-52	-100%	$2.4K	—	—	—
IFG Advisory, LLC	N/A	—	44	-44	-100%	$2.0K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	15	-15	-100%	$689	—	—	—
HFM Investment Advisors, LLC	N/A	—	1	-1	-100%	$7	—	—	—

Showing 104 of 104 institutions