Filing Research
Snapshot holdings
#
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$195.7M
2Cornerstone Management, Inc.$113.7M
3GREENWOOD GEARHART LLC$92.4M
4SIGNATUREFD, LLC$65.5M
5Crane Advisory, LLC$60.5M
6PFG Investments, LLC$46.1M
7FLAGSHIP HARBOR ADVISORS, LLC$42.8M
8AdvisorNet Financial, Inc$41.5M
9Alpha Omega Wealth Management LLC$40.3M
10Great Point Wealth Advisors, LLC$37.6M
11Cobblestone Asset Management LLC$36.3M
12Rosenberg Matthew Hamilton$34.5M
13Roof Eidam Maycock Peralta, LLC$33.9M
14Dynamic Advisor Solutions LLC$33.1M
15HIGHLINE WEALTH PARTNERS LLC$32.9M
16BEACON INVESTMENT ADVISORY SERVICES, INC.$32.4M
17LexAurum Advisors, LLC$31.4M
18StrongBox Wealth, LLC$31.3M
19Morton Capital Management LLC/CA$29.0M
20IMZ Advisory Inc$28.9M
21MBM WEALTH CONSULTANTS, LLC$28.4M
22LPWM LLC$27.6M
23WEATHERLY ASSET MANAGEMENT L. P.$27.5M
24EXCHANGE TRADED CONCEPTS, LLC$27.2M
25Leverty Financial Group, LLC$25.5M
26ACT Advisors, LLC.$25.3M
27IRONWOOD WEALTH MANAGEMENT, INC.$24.9M
28San Luis Wealth Advisors LLC$24.8M
29Spire Wealth Management$24.4M
30Arbor Investment Advisors, LLC$23.8M
31Clarus Group, Inc.$22.3M
32Family Investment Center, Inc.$22.2M
33Capital Advisors Wealth Management, LLC$21.6M
34Thomasville National Bank$21.3M
35Capital Investment Advisory Services, LLC$20.9M
36INDEPENDENT FINANCIAL GROUP, LLC$20.9M
37YHB Investment Advisors, Inc.$20.8M
38Mainstream Capital Management LLC$20.3M
39Mascoma Wealth Management LLC$20.1M
40Compass Financial Services Inc$20.0M
41Ridgeline Wealth Planning, LLC$20.0M
42Farther Finance Advisors, LLC$20.0M
43Cerro Pacific Wealth Advisors LLC$19.7M
44White Wing Wealth Management$19.6M
45Financial Management Professionals, Inc.$19.4M
46Beacon Bank & Trust$19.3M
47MISSION WEALTH MANAGEMENT, LP$18.8M
48HERITAGE OAK WEALTH ADVISORS LLC$18.7M
49CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$18.0M
50Cooper Financial Group$18.0M
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Manager changes
#
1
Morton Capital Management LLC/CA
+$29.0M
2
MISSION WEALTH MANAGEMENT, LP
+$18.5M
3
Matthew Goff Investment Advisor, LLC
+$17.3M
4
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$11.9M
5
KMG FIDUCIARY PARTNERS, LLC
+$11.5M
6
FLAGSHIP HARBOR ADVISORS, LLC
+$10.4M
7
Cornerstone Management, Inc.
+$9.7M
8
IMZ Advisory Inc
+$8.7M
9
Cobblestone Asset Management LLC
+$8.6M
10
HERITAGE OAK WEALTH ADVISORS LLC
+$8.1M
11
VVR Holdings LLC
+$7.3M
12
Mason & Associates Inc
+$6.7M
13
INDEPENDENT FINANCIAL GROUP, LLC
+$5.1M
14
Roof Eidam Maycock Peralta, LLC
+$4.8M
15
GK Wealth Management LLC
+$4.4M
16
GREENWOOD GEARHART LLC
+$4.4M
17
MBM WEALTH CONSULTANTS, LLC
+$4.0M
18
PENNEY FINANCIAL, LLC
+$3.9M
19
Interchange Capital Partners, LLC
+$3.8M
20
ARQ WEALTH ADVISORS, LLC
+$3.8M
21
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
+$3.8M
22
Winthrop Advisory Group LLC
+$3.7M
23
Sharper & Granite LLC
+$3.5M
24
Hartford Financial Management Inc.
+$3.3M
25
Counterweight Ventures, LLC
+$3.2M
26
LexAurum Advisors, LLC
+$3.1M
27
Scarborough Advisors, LLC
+$2.8M
28
Whitaker-Myers Wealth Managers, LTD.
+$2.8M
29
Tempus Wealth Planning, LLC
+$2.7M
30
Alpha Zero LLC
+$2.6M
31
Dynamic Advisor Solutions LLC
+$2.6M
32
Farther Finance Advisors, LLC
+$2.6M
33
Avidian Wealth Enterprises, LLC
+$2.5M
34
Rockingstone Advisors LLC
+$2.4M
35
Aprio Wealth Management, LLC
+$2.4M
36
DHJJ Financial Advisors, Ltd.
+$2.0M
37
LPWM LLC
+$1.9M
38
Investment Planning Advisors, Inc.
+$1.7M
39
Financial Solutions Advisory Group, Inc.
+$1.7M
40
Key FInancial Inc
+$1.7M
41
G&S Capital LLC
+$1.7M
42
BayBridge Capital Group, LLC
+$1.6M
43
Arbor Investment Advisors, LLC
+$1.4M
44
Ellsworth Advisors, LLC
+$1.4M
45
IRONWOOD WEALTH MANAGEMENT, INC.
+$1.3M
46
Certified Advisory Corp
+$1.3M
47
HARBOUR INVESTMENT MANAGEMENT LLC
+$1.2M
48
Cerro Pacific Wealth Advisors LLC
+$1.2M
49
Alexis Investment Partners, LLC
+$1.2M
50
KWMG, LLC
+$1.2M
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Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings