Filing Research
Snapshot holdings
#
1Tanager Wealth Management LLP$11.9M
2INCOME RESEARCH & MANAGEMENT$4.9M
3LAUREL OAK WEALTH MANAGEMENT, LLC$2.5M
4Balance Wealth Partners LLC$2.4M
5Mayflower Financial Advisors, LLC$1.5M
6CGN Advisors LLC$1.4M
7Farther Finance Advisors, LLC$1.2M
8CFS Investment Advisory Services, LLC$902.5K
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$697.1K
10Gradient Investments LLC$613.9K
11Benchmark Financial, LLC$422.6K
12Patriot Financial Group Insurance Agency, LLC$365.5K
13EVOLUTION WEALTH MANAGEMENT INC.$299.1K
14Capital Investment Advisory Services, LLC$33.5K
151620 INVESTMENT ADVISORS, INC.$21.5K
Manager changes
#
1
LAUREL OAK WEALTH MANAGEMENT, LLC
+$2.0M
2
Mayflower Financial Advisors, LLC
+$1.5M
3
Farther Finance Advisors, LLC
+$762.8K
4
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$697.1K
5
EVOLUTION WEALTH MANAGEMENT INC.
+$299.1K
6
Tanager Wealth Management LLP
+$270.2K
7
CGN Advisors LLC
+$85.7K
8
Benchmark Financial, LLC
+$30.4K
9
1620 INVESTMENT ADVISORS, INC.
+$18.7K
10
Gradient Investments LLC
+$4.4K
11
Capital Investment Advisory Services, LLC
+$122
12
CFS Investment Advisory Services, LLC
-$14
13
Sound Income Strategies, LLC
-$40
14
INCOME RESEARCH & MANAGEMENT
-$133.7K
15
Balance Wealth Partners LLC
-$248.8K
16
Patriot Financial Group Insurance Agency, LLC
-$357.8K
Filing Research | BONDBLOXX ETF TRUST Institutional Holdings