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Institutions Holding GWX (249 holders)

249 institutions currently hold GWX, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
LPL Financial LLC$53.3M0.01%
ENVESTNET ASSET MANAGEMENT INC$36.5M0.01%
Envestnet Portfolio Solutions, Inc.$24.9M0.14%
BANK OF AMERICA CORP /DE/$24.5M0.00%
Cetera Investment Advisers$23.2M0.02%
Wilmington Savings Fund Society, FSB$23.0M0.55%
OSAIC HOLDINGS, INC.$21.0M0.03%
ASSETMARK, INC$19.0M0.04%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$17.7M0.07%
Cerity Partners LLC$14.3M0.02%
WELLS FARGO & COMPANY/MN$14.1M0.00%
Savant Capital, LLC$14.0M0.07%
Creative Planning$11.6M0.01%
MORGAN STANLEY$11.2M0.00%
PARK AVENUE SECURITIES LLC$10.0M0.08%
N.E.W. Advisory Services LLC$9.6M0.72%
COMMERCE BANK$9.2M0.04%
CX Institutional$7.6M0.23%
FMR LLC$6.9M0.00%
UBS Group AG$5.7M0.00%
MERCER GLOBAL ADVISORS INC /ADV$5.4M0.01%
RTD Financial Advisors, Inc.$5.3M0.65%
Cambridge Investment Research Advisors, Inc.$5.2M0.01%
MAI Capital Management$4.6M0.03%
Equitable Holdings, Inc.$4.6M0.03%
WELLINGTON MANAGEMENT GROUP LLP$4.5M0.00%
Modera Wealth Management, LLC$4.5M0.05%
Eagle Bluffs Wealth Management LLC$4.5M1.74%
CarsonAllaria Wealth Management, Ltd.$4.4M2.19%
BIP Wealth, LLC$4.2M0.17%
TOBIAS FINANCIAL ADVISORS, INC.$3.8M0.53%
McAdam, LLC$3.7M0.17%
Pure Financial Advisors, LLC$3.3M0.05%
Cullen/Frost Bankers, Inc.$3.2M0.04%
COMMONWEALTH EQUITY SERVICES, LLC$3.2M0.00%
MISSION WEALTH MANAGEMENT, LP$3.1M0.06%
LANDMARK WEALTH MANAGEMENT, INC.$3.1M1.16%
NORTHERN TRUST CORP$3.0M0.00%
Aspire Private Capital, LLC$2.8M0.64%
Arete Wealth Advisors, LLC$2.6M0.20%
Capital Investment Management, Inc.$2.5M0.87%
Signal Advisors Wealth, LLC$2.5M0.17%
HARBOUR INVESTMENTS, INC.$2.5M0.04%
Ballentine Partners, LLC$2.3M0.03%
PNC FINANCIAL SERVICES GROUP, INC.$2.1M0.00%
NewEdge Advisors, LLC$2.1M0.10%
Total Clarity Wealth Management, Inc.$2.1M0.49%
Mill Creek Capital Advisors, LLC$2.0M0.04%
Simplicity Wealth,LLC$1.9M0.11%
LMCG INVESTMENTS, LLC$1.9M0.11%
IHT Wealth Management, LLC$1.9M0.04%
HighTower Advisors, LLC$1.9M0.00%
Accredited Investors Inc.$1.8M0.10%
Valmark Advisers, Inc.$1.8M0.02%
Concurrent Investment Advisors, LLC$1.8M0.02%
AE Wealth Management LLC$1.7M0.01%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$1.7M1.49%
RAYMOND JAMES FINANCIAL INC$1.7M0.00%
MML INVESTORS SERVICES, LLC$1.7M0.00%
Gibbs Wealth Management$1.6M0.21%
JONES FINANCIAL COMPANIES LLLP$1.6M0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M0.00%
CreativeOne Wealth, LLC$1.6M0.04%
Portside Wealth Group, LLC$1.5M0.20%
Raleigh Capital Management Inc.$1.5M0.51%
RFG Advisory, LLC$1.5M0.03%
SMITH, MOORE & CO.$1.4M0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M0.00%
Belpointe Asset Management LLC$1.4M0.05%
CARY STREET PARTNERS FINANCIAL LLC$1.4M0.03%
Bryn Mawr Trust Advisors, LLC$1.3M0.06%
Upper Left Wealth Management, LLC$1.3M0.75%
MATHER GROUP, LLC.$1.3M0.01%
Orion Porfolio Solutions, LLC$1.2M0.01%
Sanctuary Advisors, LLC$1.2M0.01%
Probity Advisors, Inc.$1.2M0.19%
Wealthcare Advisory Partners LLC$1.2M0.02%
Cresset Asset Management, LLC$1.1M0.00%
Spire Wealth Management$1.1M0.04%
Alesco Advisors, LLC, An ESL Co$1.1M0.03%
Independent Advisor Alliance$1.1M0.01%
CULBERTSON A N & CO INC$1.0M0.13%
Cassaday & Co Wealth Management LLC$978.4K0.02%
Private Advisor Group, LLC$937.0K0.00%
Balefire, LLC$930.0K0.18%
BLAIR WILLIAM & CO/IL$888.0K0.00%
Walkner Condon Financial Advisors LLC$880.7K0.12%
FSB PREMIER WEALTH MANAGEMENT, INC.$853.1K0.27%
Legacy Wealth Partners, LLC$841.6K0.21%
PRINCIPAL SECURITIES, INC.$832.4K0.01%
CAMELOT TECHNOLOGY ADVISORS, INC.$821.3K0.60%
Global Financial Private Client, LLC$784.5K0.26%
Kestra Advisory Services, LLC$761.6K0.00%
RICHARDSON FINANCIAL SERVICES INC.$736.5K0.46%
BANK OF MONTREAL /CAN/$734.0K0.00%
Werba Rubin Papier Wealth Management$727.9K0.10%
Wealthspire Advisors, LLC$713.1K0.01%
Rothschild Wealth LLC$712.5K0.06%
Brand Asset Management Group, Inc.$702.8K0.18%
NOVUS ADVISORS, LLC$701.0K1.57%
Focus Partners Wealth$696.2K0.00%
Roan Capital Partners$678.9K0.63%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$652.5K0.00%
Trilogy Capital Inc.$630.4K0.03%
GeoWealth Management, LLC$608.0K0.02%
VESTIA PERSONAL WEALTH ADVISORS$587.4K0.28%
Hibernia Wealth Partners, LLC$586.6K0.17%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$579.5K0.00%
Mariner, LLC$566.1K0.00%
International Private Wealth Advisors LLC$532.9K0.33%
Apollon Wealth Management, LLC$517.9K0.01%
LOCKERMAN FINANCIAL GROUP, INC.$517.6K0.93%
Ascent Group, LLC$496.6K0.02%
Seaside Wealth Management, Inc.$491.5K0.14%
Urban Financial Advisory Corp$489.2K0.17%
Larson Financial Group LLC$483.7K0.02%
Petersen Hastings Wealth Advisors Inc.$465.1K0.04%
Betterment LLC$462.0K0.00%
Key Financial Inc$447.0K0.08%
Maridea Wealth Management LLC$443.2K0.06%
TIAA TRUST, NATIONAL ASSOCIATION$428.4K0.03%
Pitcairn Wealth Advisors LLC$418.3K0.04%
Sigma Planning Corp$410.6K0.01%
Landmark Wealth Management, LLC$403.1K0.11%
Outlook Wealth Advisors, LLC$401.2K0.10%
Asset Dedication, LLC$392.8K0.03%
Boston Standard Wealth Management, LLC$386.2K0.06%
Allegheny Financial Group$383.4K0.05%
Quent Capital, LLC$375.3K0.03%
NORDEN GROUP LLC$366.9K0.04%
Lifeworks Advisors, LLC$357.2K0.05%
Atria Investments, Inc$353.8K0.00%
TCI Wealth Advisors, Inc.$351.3K0.02%
Valtinson Bruner Financial Planning LLC$349.3K0.10%
WealthPoint Financial, LLC$344.7K0.29%
Discipline Wealth Solutions, LLC$333.9K0.04%
ECLECTIC ASSOCIATES INC /ADV$329.4K0.04%
Sequoia Financial Advisors, LLC$324.2K0.00%
Accurate Wealth Management, LLC$317.8K0.04%
Sanchez Gaunt Capital Management, LLC$317.0K0.20%
Capital Analysts, LLC$310.0K0.01%
GFS Advisors, LLC$308.1K0.04%
Advance Capital Management, Inc.$303.0K0.01%
One Capital Management, LLC$302.0K0.01%
Gateway Wealth Partners, LLC$295.4K0.01%
World Investment Advisors$293.2K0.00%
Apella Capital, LLC$291.4K0.00%
Advisory Services Network, LLC$281.3K0.00%
October Effect Ltd$277.3K0.32%
StoryOne LLC$276.9K0.16%