Filing Research
Snapshot holdings
#
1Wagner Wealth Management, LLC$44.4M
2Next Level Private LLC$9.1M
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.8M
4Stonebridge Financial Group, LLC / MO$3.6M
5KPP Advisory Services LLC$3.1M
6Advisory Resource Group$2.8M
7EverSource Wealth Advisors, LLC$2.0M
8Capital Investment Advisory Services, LLC$1.7M
9Farther Finance Advisors, LLC$1.3M
10FLAGSHIP HARBOR ADVISORS, LLC$889.8K
11TME FINANCIAL, INC.$866.3K
12Encompass More Asset Management$540.5K
13D.A. DAVIDSON & CO.$494.7K
14First Heartland Consultants, Inc.$359.3K
15Cornerstone Wealth Management, LLC$307.1K
Manager changes
#
1
Advisory Resource Group
+$2.8M
2
Next Level Private LLC
+$608.3K
3
EverSource Wealth Advisors, LLC
+$476.3K
4
Wagner Wealth Management, LLC
+$433.0K
5
Encompass More Asset Management
+$255.0K
6
TME FINANCIAL, INC.
+$80.1K
7
Stonebridge Financial Group, LLC / MO
+$68.9K
8
First Heartland Consultants, Inc.
+$42.5K
9
Farther Finance Advisors, LLC
+$12.9K
10
Cornerstone Wealth Management, LLC
+$3.4K
11
D.A. DAVIDSON & CO.
+$2.7K
12
Capital Investment Advisory Services, LLC
-$23.5K
13
CoreCap Advisors, LLC
-$52.4K
14
Activest Wealth Management
-$55.8K
15
FLAGSHIP HARBOR ADVISORS, LLC
-$148.1K
16
KPP Advisory Services LLC
-$167.5K
17
ALTERNA WEALTH MANAGEMENT, INC
-$502.6K
18
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
-$5.6M
Filing Research | AB ACTIVE ETFS INC Institutional Holdings