Filing Research
Snapshot holdings
#
1Sequoia Financial Advisors, LLC$328.4M
2Syntegra Private Wealth Group, LLC$76.5M
3Southern Financial Group, LLC$65.0M
4CARY STREET PARTNERS FINANCIAL LLC$56.4M
5Williams Financial, LLC$51.6M
6Wagner Wealth Management, LLC$47.6M
7Enclave Advisors LLC$44.2M
8Confluence Wealth Services, Inc.$34.1M
9Capital Advisors Wealth Management, LLC$32.8M
10Wealthcare Advisory Partners LLC$29.0M
11Scott Capital Advisors, LLC$27.5M
12D.A. DAVIDSON & CO.$26.8M
13Longview Financial Advisors LLC$26.3M
14Planned Solutions, Inc.$25.1M
15Lineweaver Wealth Advisors, LLC$24.7M
16NavPoint Financial, Inc.$23.9M
17Certified Advisory Corp$23.9M
18Apollon Wealth Management, LLC$23.0M
19True North Advisors, LLC$22.5M
20Echo Wealth Management, LLC$21.5M
21PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$21.5M
22HBW ADVISORY SERVICES LLC$18.8M
23Pearl Planning LLC$18.0M
24Magnus Financial Group LLC$17.2M
25Merit Financial Group, LLC$15.7M
26Farther Finance Advisors, LLC$15.2M
27Clear Trail Advisors, LLC$15.2M
28American Financial Advisors, LLC$13.2M
29FMA Wealth Management, LLC$12.5M
30Andrews Advisory Associates, LLC$10.7M
31WINEBRENNER CAPITAL MANAGEMENT LLC$10.7M
32Leverty Financial Group, LLC$10.3M
33S Harris Financial Group, LLC$10.1M
34PENNEY FINANCIAL, LLC$9.8M
35Independence Asset Advisors, LLC$9.5M
36BankPlus Wealth Management LLC$9.5M
37DAVENPORT & Co LLC$9.1M
38Vigilare Wealth Management$8.5M
39Focus Financial Network, Inc.$8.2M
40WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.8M
41Financial Management Professionals, Inc.$7.5M
42Etesian Wealth Advisors, Inc.$7.0M
43Asset Advisory Group, Inc.$7.0M
44OPTIMA CAPITAL LLC$6.8M
45Fiduciary Alliance LLC$6.5M
46KELLY FINANCIAL GROUP LLC$6.1M
47Jeter Robert S II$5.9M
48Red Mountain Financial, LLC$5.6M
49LifeGoal Investments, LLC$5.5M
50Beacon Bank & Trust$4.9M
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Manager changes
#
1
Sequoia Financial Advisors, LLC
+$34.3M
2
Syntegra Private Wealth Group, LLC
+$25.7M
3
Leverty Financial Group, LLC
+$10.3M
4
Independence Asset Advisors, LLC
+$9.2M
5
Confluence Wealth Services, Inc.
+$8.5M
6
Wagner Wealth Management, LLC
+$5.9M
7
Vigilare Wealth Management
+$4.7M
8
CARY STREET PARTNERS FINANCIAL LLC
+$4.5M
9
Apollon Wealth Management, LLC
+$3.8M
10
Enclave Advisors LLC
+$3.8M
11
Williams Financial, LLC
+$3.2M
12
Farther Finance Advisors, LLC
+$3.0M
13
Emerald Advisors, LLC
+$2.9M
14
Southern Financial Group, LLC
+$2.8M
15
Capital Advisors Wealth Management, LLC
+$2.6M
16
Focus Financial Network, Inc.
+$2.5M
17
Longview Financial Advisors LLC
+$2.4M
18
Certified Advisory Corp
+$2.1M
19
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
+$1.7M
20
Wealthcare Advisory Partners LLC
+$1.6M
21
J.W. COLE ADVISORS, INC.
+$1.6M
22
Pearl Planning LLC
+$1.5M
23
Clear Trail Advisors, LLC
+$1.4M
24
D.A. DAVIDSON & CO.
+$1.4M
25
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
+$1.4M
26
InTrack Investment Management Inc
+$1.3M
27
Whitener Capital Management, Inc.
+$1.2M
28
Scott Capital Advisors, LLC
+$1.2M
29
American Financial Advisors, LLC
+$1.2M
30
Echo Wealth Management, LLC
+$1.1M
31
White Wing Wealth Management
+$1.1M
32
B. Riley Wealth Advisors, Inc.
+$1.1M
33
William Mack & Associates, Inc.
+$1.1M
34
DAVENPORT & Co LLC
+$1.0M
35
NavPoint Financial, Inc.
+$931.3K
36
Client First Investment Management LLC
+$910.5K
37
OPTIMA CAPITAL LLC
+$843.2K
38
S Harris Financial Group, LLC
+$790.8K
39
Magnus Financial Group LLC
+$679.9K
40
Merit Financial Group, LLC
+$638.6K
41
BLUEDOOR PRIVATE WEALTH, LLC
+$630.6K
42
Andrews Advisory Associates, LLC
+$605.2K
43
KELLY FINANCIAL GROUP LLC
+$580.4K
44
NOVEM GROUP
+$569.4K
45
Asset Advisory Group, Inc.
+$551.2K
46
Beacon Bank & Trust
+$548.7K
47
Citizens National Bank Trust Department
+$534.5K
48
SALEM INVESTMENT COUNSELORS INC
+$529.6K
49
Planned Solutions, Inc.
+$493.1K
50
WINEBRENNER CAPITAL MANAGEMENT LLC
+$484.4K
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Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings