Calvert US L-C CR Resp Index (CVLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

State Insurance Fund

UNCHANGED

Shares2,697,658 from 2,697,658

Change0 (0%)

Value$255.3M (+$458.6K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares562,544 from 559,274

Change+3,270 (+1%)

Value$53.2M (+$404.6K)

Filed 2026-11-02

Rossby Financial, LCC

INCREASED

Shares258,753 from 242,957

Change+15,796 (+7%)

Value$24.5M (+$1.5M)

Filed 2026-11-05

Joel Adams & Associates, Inc.

INCREASED

Shares136,521 from 126,566

Change+9,955 (+8%)

Value$12.9M (+$963.7K)

Filed 2026-11-02

North Berkeley Wealth Management, LLC

INCREASED

Shares123,203 from 102,411

Change+20,792 (+20%)

Value$11.7M (+$2.0M)

Filed 2026-11-02

Riverwater Partners LLC

INCREASED

Shares74,840 from 62,483

Change+12,357 (+20%)

Value$7.1M (+$1.2M)

Filed 2026-11-03

Creative Planning

UNCHANGED

Shares49,887 from 49,887

Change0 (0%)

Value$4.7M (+$8.5K)

Filed 2026-11-02

Atria Investments, Inc

DECREASED

Shares40,672 from 45,020

Change-4,348 (-10%)

Value$3.8M (-$403.8K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares29,622 from 20,391

Change+9,231 (+45%)

Value$2.8M (+$877.1K)

Filed 2026-11-02

Pathway Financial Advisors LLC

INCREASED

Shares26,635 from 22,103

Change+4,532 (+21%)

Value$2.5M (+$445.0K)

Filed 2026-10-07

Fulcrum Capital LLC

DECREASED

Shares26,247 from 27,019

Change-772 (-3%)

Value$2.5M (-$68.5K)

Filed 2026-10-15

RW Investment Management LLC

INCREASED

Shares23,964 from 22,317

Change+1,647 (+7%)

Value$2.3M (+$159.7K)

Filed 2026-11-03

First Pacific Financial

DECREASED

Shares20,579 from 20,838

Change-259 (-1%)

Value$1.9M (-$21.0K)

Filed 2026-10-14

Sound Portfolio Advisors, LLC

DECREASED

Shares11,853 from 26,147

Change-14,294 (-55%)

Value$1.1M (-$1.3M)

Filed 2026-11-05

Brighton Jones LLC

INCREASED

Shares11,090 from 11,068

Change+22 (+0%)

Value$1.0M (+$3.9K)

Filed 2026-11-03

Lincoln Capital Corp

UNCHANGED

Shares9,921 from 9,921

Change0 (0%)

Value$938.9K (+$1.7K)

Filed 2026-10-13

Entrust Financial LLC

INCREASED

Shares7,832 from 6,427

Change+1,405 (+22%)

Value$741.2K (+$134.1K)

Filed 2026-11-04

First Affirmative Financial Network

NEW

Shares6,956

Change+6,956

Value$658.3K

Filed 2026-10-21

Relyea Zuckerberg Hanson LLC

DECREASED

Shares6,710 from 6,739

Change-29 (0%)

Value$635.0K (-$1.6K)

Filed 2026-10-20

Conrad Siegel Investment Advisors, Inc.

DECREASED

Shares6,411 from 6,481

Change-70 (-1%)

Value$606.8K (-$5.6K)

Filed 2026-10-08

Perigon Wealth Management, LLC

INCREASED

Shares6,187 from 3,287

Change+2,900 (+88%)

Value$585.5K (+$275.0K)

Filed 2026-10-22

Kondo Wealth Advisors, Inc.

INCREASED

Shares5,508 from 5,501

Change+7 (+0%)

Value$521.3K (+$1.6K)

Filed 2026-10-19

Bond & Devick Financial Network, Inc.

INCREASED

Shares5,314 from 4,429

Change+885 (+20%)

Value$502.9K (+$84.5K)

Filed 2026-10-23

Montecito Bank & Trust

UNCHANGED

Shares4,960 from 4,960

Change0 (0%)

Value$469.4K (+$843)

Filed 2026-10-01

Thrivent Financial for Lutherans

NEW

Shares4,776

Change+4,776

Value$452

Filed 2026-11-05

Gemmer Asset Management LLC

INCREASED

Shares4,514 from 4,504

Change+10 (+0%)

Value$427.2K (+$1.7K)

Filed 2026-10-16

TFC Financial Management, Inc.

INCREASED

Shares4,110 from 4,109

Change+1 (+0%)

Value$388.9K (+$751)

Filed 2026-10-26

J.W. Cole Advisors, Inc.

INCREASED

Shares3,714 from 3,606

Change+108 (+3%)

Value$351.5K (+$10.9K)

Filed 2026-11-05

Kingswood Wealth Advisors, LLC

NEW

Shares3,566

Change+3,566

Value$337.5K

Filed 2026-10-23

Aaron Wealth Advisors LLC

UNCHANGED

Shares3,517 from 3,517

Change0 (0%)

Value$332.8K (+$598)

Filed 2026-10-13

Valtinson Bruner Financial Planning LLC

UNCHANGED

Shares3,172 from 3,172

Change0 (0%)

Value$300.2K (+$540)

Filed 2026-11-02

Hendershot Investments Inc.

NEW

Shares3,081

Change+3,081

Value$291.6K

Filed 2026-11-05

Silverlake Wealth Management LLC

UNCHANGED

Shares3,029 from 3,029

Change0 (0%)

Value$286.7K (+$515)

Filed 2026-10-21

Wealth Effects LLC

UNCHANGED

Shares2,725 from 2,725

Change0 (0%)

Value$257.9K (+$463)

Filed 2026-10-23

Mesirow Financial Investment Management, Inc.

INCREASED

Shares2,450 from 2,446

Change+4 (+0%)

Value$231.8K (+$795)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares2,359 from 4,842

Change-2,483 (-51%)

Value$223 (-$456.8K)

Filed 2026-11-02

Arbor Investment Advisors, LLC

UNCHANGED

Shares2,174 from 2,174

Change0 (0%)

Value$205.8K (+$370)

Filed 2026-10-26

Evermay Wealth Management LLC

UNCHANGED

Shares2,009 from 2,009

Change0 (0%)

Value$190.1K (+$341)

Filed 2026-11-05

Cdkv Holdings LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$170.4K (+$306)

Filed 2026-10-28

Ashton Thomas Private Wealth, LLC

DECREASED

Shares1,501 from 2,220

Change-719 (-32%)

Value$142.1K (-$67.7K)

Filed 2026-11-03

Creative Financial Designs Inc

NEW

Shares1,244

Change+1,244

Value$117.7K

Filed 2026-11-04

Triumph Capital Management

UNCHANGED

Shares1,220 from 1,220

Change0 (0%)

Value$115.5K (+$208)

Filed 2026-10-14

Farther Finance Advisors, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$23.7K (+$42)

Filed 2026-10-08

Silver Grove Financial Group, Inc.

UNCHANGED

Shares109 from 109

Change0 (0%)

Value$10.3K (+$19)

Filed 2026-11-05

Hazlett, Burt & Watson, Inc.

INCREASED

Shares94 from 90

Change+4 (+4%)

Value$9 ($0)

Filed 2026-11-04

Wealth Alliance Advisory Group, LLC

CLOSED

Shares0 from 2,786

Change-2,786 (-100%)

Value$0 (-$263.2K)

Filed 2026-10-14

Skyline Advisors, Inc.

CLOSED

Shares0 from 2,463

Change-2,463 (-100%)

Value$0 (-$232.6K)

Filed 2026-11-03

Wealthspire Advisors, LLC

N/A

Shares— from 782,924

Change-782,924 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 290,896

Change-290,896 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 216,862

Change-216,862 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 166,892

Change-166,892 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 149,517

Change-149,517 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 128,417

Change-128,417 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 119,837

Change-119,837 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 91,211

Change-91,211 (-100%)

Value—

Global Endowment Management, LP

N/A

Shares— from 76,392

Change-76,392 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 50,735

Change-50,735 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 50,220

Change-50,220 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 40,580

Change-40,580 (-100%)

Value—

Trillium Asset Management, LLC

N/A

Shares— from 36,595

Change-36,595 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 36,322

Change-36,322 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 35,930

Change-35,930 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 31,911

Change-31,911 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 22,695

Change-22,695 (-100%)

Value—

Mountain Capital Investment Advisors Inc.

N/A

Shares— from 20,289

Change-20,289 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 19,114

Change-19,114 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 14,784

Change-14,784 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,727

Change-13,727 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 13,160

Change-13,160 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 12,953

Change-12,953 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 10,603

Change-10,603 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,638

Change-9,638 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,588

Change-9,588 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 9,395

Change-9,395 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 8,794

Change-8,794 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,516

Change-8,516 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,470

Change-8,470 (-100%)

Value—

Betterment LLC

N/A

Shares— from 4,399

Change-4,399 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 4,388

Change-4,388 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 4,083

Change-4,083 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 3,710

Change-3,710 (-100%)

Value—

Collaborative Wealth Managment Inc.

N/A

Shares— from 3,455

Change-3,455 (-100%)

Value—

Natural Investments, LLC

N/A

Shares— from 3,101

Change-3,101 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 2,721

Change-2,721 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,716

Change-2,716 (-100%)

Value—

Plum Street Advisors, LLC

N/A

Shares— from 2,176

Change-2,176 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,089

Change-1,089 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 711

Change-711 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

FMR LLC

N/A

Shares— from 316

Change-316 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 260

Change-260 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 212

Change-212 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

	Status
State Insurance Fund	UNCHANGED	2,697,658	2,697,658	0	0%	$254.8M	$255.3M	+$458.6K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	562,544	559,274	+3,270	+1%	$52.8M	$53.2M	+$404.6K	2026-11-02
Rossby Financial, LCC	INCREASED	258,753	242,957	+15,796	+7%	$23.0M	$24.5M	+$1.5M	2026-11-05
Joel Adams & Associates, Inc.	INCREASED	136,521	126,566	+9,955	+8%	$12.0M	$12.9M	+$963.7K	2026-11-02
North Berkeley Wealth Management, LLC	INCREASED	123,203	102,411	+20,792	+20%	$9.7M	$11.7M	+$2.0M	2026-11-02
Riverwater Partners LLC	INCREASED	74,840	62,483	+12,357	+20%	$5.9M	$7.1M	+$1.2M	2026-11-03
Creative Planning	UNCHANGED	49,887	49,887	0	0%	$4.7M	$4.7M	+$8.5K	2026-11-02
Atria Investments, Inc	DECREASED	40,672	45,020	-4,348	-10%	$4.3M	$3.8M	-$403.8K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	29,622	20,391	+9,231	+45%	$1.9M	$2.8M	+$877.1K	2026-11-02
Pathway Financial Advisors LLC	INCREASED	26,635	22,103	+4,532	+21%	$2.1M	$2.5M	+$445.0K	2026-10-07
Fulcrum Capital LLC	DECREASED	26,247	27,019	-772	-3%	$2.6M	$2.5M	-$68.5K	2026-10-15
RW Investment Management LLC	INCREASED	23,964	22,317	+1,647	+7%	$2.1M	$2.3M	+$159.7K	2026-11-03
First Pacific Financial	DECREASED	20,579	20,838	-259	-1%	$2.0M	$1.9M	-$21.0K	2026-10-14
Sound Portfolio Advisors, LLC	DECREASED	11,853	26,147	-14,294	-55%	$2.5M	$1.1M	-$1.3M	2026-11-05
Brighton Jones LLC	INCREASED	11,090	11,068	+22	+0%	$1.0M	$1.0M	+$3.9K	2026-11-03
Lincoln Capital Corp	UNCHANGED	9,921	9,921	0	0%	$937.2K	$938.9K	+$1.7K	2026-10-13
Entrust Financial LLC	INCREASED	7,832	6,427	+1,405	+22%	$607.1K	$741.2K	+$134.1K	2026-11-04
First Affirmative Financial Network	NEW	6,956	—	+6,956	—	—	$658.3K	—	2026-10-21
Relyea Zuckerberg Hanson LLC	DECREASED	6,710	6,739	-29	0%	$636.6K	$635.0K	-$1.6K	2026-10-20
Conrad Siegel Investment Advisors, Inc.	DECREASED	6,411	6,481	-70	-1%	$612.3K	$606.8K	-$5.6K	2026-10-08
Perigon Wealth Management, LLC	INCREASED	6,187	3,287	+2,900	+88%	$310.5K	$585.5K	+$275.0K	2026-10-22
Kondo Wealth Advisors, Inc.	INCREASED	5,508	5,501	+7	+0%	$519.8K	$521.3K	+$1.6K	2026-10-19
Bond & Devick Financial Network, Inc.	INCREASED	5,314	4,429	+885	+20%	$418.4K	$502.9K	+$84.5K	2026-10-23
Montecito Bank & Trust	UNCHANGED	4,960	4,960	0	0%	$468.6K	$469.4K	+$843	2026-10-01
Thrivent Financial for Lutherans	NEW	4,776	—	+4,776	—	—	$452	—	2026-11-05
Gemmer Asset Management LLC	INCREASED	4,514	4,504	+10	+0%	$425.5K	$427.2K	+$1.7K	2026-10-16
TFC Financial Management, Inc.	INCREASED	4,110	4,109	+1	+0%	$388.2K	$388.9K	+$751	2026-10-26
J.W. Cole Advisors, Inc.	INCREASED	3,714	3,606	+108	+3%	$340.6K	$351.5K	+$10.9K	2026-11-05
Kingswood Wealth Advisors, LLC	NEW	3,566	—	+3,566	—	—	$337.5K	—	2026-10-23
Aaron Wealth Advisors LLC	UNCHANGED	3,517	3,517	0	0%	$332.3K	$332.8K	+$598	2026-10-13
Valtinson Bruner Financial Planning LLC	UNCHANGED	3,172	3,172	0	0%	$299.6K	$300.2K	+$540	2026-11-02
Hendershot Investments Inc.	NEW	3,081	—	+3,081	—	—	$291.6K	—	2026-11-05
Silverlake Wealth Management LLC	UNCHANGED	3,029	3,029	0	0%	$286.2K	$286.7K	+$515	2026-10-21
Wealth Effects LLC	UNCHANGED	2,725	2,725	0	0%	$257.4K	$257.9K	+$463	2026-10-23
Mesirow Financial Investment Management, Inc.	INCREASED	2,450	2,446	+4	+0%	$231.1K	$231.8K	+$795	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	2,359	4,842	-2,483	-51%	$457.0K	$223	-$456.8K	2026-11-02
Arbor Investment Advisors, LLC	UNCHANGED	2,174	2,174	0	0%	$205.4K	$205.8K	+$370	2026-10-26
Evermay Wealth Management LLC	UNCHANGED	2,009	2,009	0	0%	$189.8K	$190.1K	+$341	2026-11-05
Cdkv Holdings LLC	UNCHANGED	1,800	1,800	0	0%	$170.0K	$170.4K	+$306	2026-10-28
Ashton Thomas Private Wealth, LLC	DECREASED	1,501	2,220	-719	-32%	$209.7K	$142.1K	-$67.7K	2026-11-03
Creative Financial Designs Inc	NEW	1,244	—	+1,244	—	—	$117.7K	—	2026-11-04
Triumph Capital Management	UNCHANGED	1,220	1,220	0	0%	$115.3K	$115.5K	+$208	2026-10-14
Farther Finance Advisors, LLC	UNCHANGED	250	250	0	0%	$23.6K	$23.7K	+$42	2026-10-08
Silver Grove Financial Group, Inc.	UNCHANGED	109	109	0	0%	$10.3K	$10.3K	+$19	2026-11-05
Hazlett, Burt & Watson, Inc.	INCREASED	94	90	+4	+4%	$9	$9	$0	2026-11-04
Wealth Alliance Advisory Group, LLC	CLOSED	0	2,786	-2,786	-100%	$263.2K	$0	-$263.2K	2026-10-14
Skyline Advisors, Inc.	CLOSED	0	2,463	-2,463	-100%	$232.6K	$0	-$232.6K	2026-11-03
Wealthspire Advisors, LLC	N/A	—	782,924	-782,924	-100%	$74.0M	—	—	—
Ameriprise Financial Inc	N/A	—	290,896	-290,896	-100%	$27.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	216,862	-216,862	-100%	$20.5M	—	—	—
Focus Partners Wealth	N/A	—	166,892	-166,892	-100%	$15.8M	—	—	—
Ogorek Anthony Joseph	N/A	—	149,517	-149,517	-100%	$14.1M	—	—	—
EP Wealth Advisors, LLC	N/A	—	128,417	-128,417	-100%	$12.1M	—	—	—
Raymond James Financial Inc	N/A	—	119,837	-119,837	-100%	$11.3M	—	—	—
Modern Wealth Management, LLC	N/A	—	91,211	-91,211	-100%	$8.6M	—	—	—
Global Endowment Management, LP	N/A	—	76,392	-76,392	-100%	$7.2M	—	—	—
Fiduciary Trust Co	N/A	—	50,735	-50,735	-100%	$4.8M	—	—	—
Westfuller Advisors, LLC	N/A	—	50,220	-50,220	-100%	$4.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	40,580	-40,580	-100%	$3.8M	—	—	—
Trillium Asset Management, LLC	N/A	—	36,595	-36,595	-100%	$3.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	36,322	-36,322	-100%	$3.4M	—	—	—
HighTower Advisors, LLC	N/A	—	35,930	-35,930	-100%	$3.4M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	31,911	-31,911	-100%	$3.0M	—	—	—
Private Advisor Group, LLC	N/A	—	22,695	-22,695	-100%	$2.1M	—	—	—
Mountain Capital Investment Advisors Inc.	N/A	—	20,289	-20,289	-100%	$1.9M	—	—	—
Evolve Private Wealth, LLC	N/A	—	19,114	-19,114	-100%	$1.8M	—	—	—
Harbour Investments, Inc.	N/A	—	14,784	-14,784	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	13,727	-13,727	-100%	$1.3M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	13,160	-13,160	-100%	$1.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	12,953	-12,953	-100%	$1.2M	—	—	—
PFG Investments, LLC	N/A	—	10,603	-10,603	-100%	$1.0M	—	—	—
Mariner, LLC	N/A	—	9,638	-9,638	-100%	$910.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,588	-9,588	-100%	$905.8K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	9,395	-9,395	-100%	$887.5K	—	—	—
Regal Investment Advisors LLC	N/A	—	8,794	-8,794	-100%	$830.7K	—	—	—
Cetera Investment Advisers	N/A	—	8,516	-8,516	-100%	$804.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,470	-8,470	-100%	$800.1K	—	—	—
Betterment LLC	N/A	—	4,399	-4,399	-100%	$416.0K	—	—	—
Citadel Advisors LLC	N/A	—	4,388	-4,388	-100%	$414.5K	—	—	—
Heritage Wealth Advisors	N/A	—	4,083	-4,083	-100%	$385.7K	—	—	—
Bank of America Corp	N/A	—	3,710	-3,710	-100%	$350.5K	—	—	—
Collaborative Wealth Managment Inc.	N/A	—	3,455	-3,455	-100%	$326.4K	—	—	—
Natural Investments, LLC	N/A	—	3,101	-3,101	-100%	$292.0K	—	—	—
Belpointe Asset Management LLC	N/A	—	2,721	-2,721	-100%	$257.1K	—	—	—
Morgan Stanley	N/A	—	2,716	-2,716	-100%	$256.6K	—	—	—
Plum Street Advisors, LLC	N/A	—	2,176	-2,176	-100%	$205.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,089	-1,089	-100%	$102.8K	—	—	—
IFG Advisory, LLC	N/A	—	711	-711	-100%	$67.2K	—	—	—
AE Wealth Management LLC	N/A	—	330	-330	-100%	$31.2K	—	—	—
FMR LLC	N/A	—	316	-316	-100%	$29.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	260	-260	-100%	$24.6K	—	—	—
JPMorgan Chase & Co	N/A	—	212	-212	-100%	$19.9K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	100	-100	-100%	$9.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	60	-60	-100%	$5.7K	—	—	—
BFC Planning, Inc.	N/A	—	50	-50	-100%	$4.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	22	-22	-100%	$2.1K	—	—	—

Showing 96 of 96 institutions