Filing Research
Snapshot holdings
#
1CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$323.4M
2ASPIRIANT, LLC$216.1M
3Orgel Wealth Management, LLC$180.6M
4Wedmont Private Capital$109.1M
5Sequoia Financial Advisors, LLC$104.9M
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$82.3M
7Composition Wealth, LLC$80.7M
8Forum Financial Management, LP$66.1M
9West Financial Advisors, LLC$56.2M
10Beaird Harris Wealth Management, LLC$44.3M
11Foster Group, Inc.$44.2M
12Sunflower Bank, N.A.$42.5M
13OLD NATIONAL BANCORP /IN/$42.4M
14JFS WEALTH ADVISORS, LLC$41.7M
15Avidian Wealth Enterprises, LLC$40.5M
16Lexington Hill Partners, LLC$39.0M
17EVERGREEN CAPITAL MANAGEMENT LLC$37.7M
18BSW Wealth Partners$37.3M
19Waldron Private Wealth LLC$35.3M
20Merit Financial Group, LLC$35.1M
21Gleason Group, Inc.$34.5M
22Astoria Strategic Wealth, Inc.$33.1M
23Brookstone Capital Management$32.0M
24Petersen Hastings Wealth Advisors Inc.$28.1M
25FIRST CITIZENS BANK & TRUST CO$26.6M
26Heartwood Wealth Advisors LLC$25.9M
27Apella Capital, LLC$25.4M
28Colony Family Offices, LLC$25.1M
29FIRST HORIZON CORP$23.4M
30ATMOS ADVISORY, LLC$22.6M
31MOLLER WEALTH PARTNERS$21.5M
32DAVIDSON INVESTMENT ADVISORS$20.8M
33Stairway Partners, LLC$20.4M
34RIVERSEDGE ADVISORS, LLC$17.7M
35Farther Finance Advisors, LLC$17.1M
36Unison Advisors LLC$16.7M
37Evanson Financial, LLC$16.6M
38Single Point Partners, LLC$16.6M
39Foster Victor Wealth Advisors, LLC$16.4M
40Clark Asset Management, LLC$16.0M
41Newton One Investments LLC$15.7M
42Frisco Financial Planning LLC$15.5M
43Stonebridge Financial Group, LLC$14.8M
44Grove Bank & Trust$14.7M
45CoreCap Advisors, LLC$14.7M
46Aprio Wealth Management, LLC$14.6M
47Mayflower Financial Advisors, LLC$13.2M
48Roth Financial Partners LLC$12.1M
49Physician Wealth Solutions Inc.$11.7M
50Graves Light Lenhart Wealth, Inc.$11.5M
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Manager changes
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1
Wedmont Private Capital
+$29.5M
2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$19.0M
3
Sequoia Financial Advisors, LLC
+$12.7M
4
Composition Wealth, LLC
+$12.5M
5
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
+$8.3M
6
Orgel Wealth Management, LLC
+$7.7M
7
Merit Financial Group, LLC
+$7.4M
8
BSW Wealth Partners
+$5.9M
9
OLD NATIONAL BANCORP /IN/
+$5.7M
10
Avidian Wealth Enterprises, LLC
+$5.3M
11
ASPIRIANT, LLC
+$4.9M
12
Kings Path Partners LLC
+$4.5M
13
Plancorp, LLC
+$4.4M
14
Brookstone Capital Management
+$4.0M
15
Colony Family Offices, LLC
+$3.7M
16
Amicus Financial Advisors, LLC
+$3.2M
17
Graves Light Lenhart Wealth, Inc.
+$3.1M
18
Lexington Hill Partners, LLC
+$3.0M
19
WLTH Capital Management, LLC
+$2.9M
20
J.W. COLE ADVISORS, INC.
+$2.7M
21
Heartwood Wealth Advisors LLC
+$2.7M
22
Farther Finance Advisors, LLC
+$2.6M
23
Stewardship Advisors, LLC
+$2.5M
24
STONE LOFT WEALTH MANAGEMENT LLC
+$2.4M
25
Stairway Partners, LLC
+$2.2M
26
First Heartland Consultants, Inc.
+$2.0M
27
RAINEY & RANDALL WEALTH ADVISORS INC.
+$2.0M
28
SAX WEALTH ADVISORS, LLC
+$1.9M
29
Envestnet Portfolio Solutions, Inc.
+$1.8M
30
CoreCap Advisors, LLC
+$1.8M
31
Petersen Hastings Wealth Advisors Inc.
+$1.7M
32
Heritage Wealth Management, Inc. /CA/
+$1.7M
33
Frisco Financial Planning LLC
+$1.7M
34
BENJAMIN EDWARDS INC
+$1.6M
35
West Financial Advisors, LLC
+$1.6M
36
Pacific Excel Wealth Advisors, Inc.
+$1.5M
37
Central Pacific Bank - Trust Division
+$1.4M
38
Apella Capital, LLC
+$1.3M
39
DAVIDSON INVESTMENT ADVISORS
+$1.3M
40
RIVERSEDGE ADVISORS, LLC
+$1.3M
41
High Probability Advisors, LLC
+$1.2M
42
JFS WEALTH ADVISORS, LLC
+$1.2M
43
UNIQUE WEALTH, LLC
+$1.2M
44
FIRST HORIZON CORP
+$1.2M
45
Relyea Zuckerberg Hanson LLC
+$1.1M
46
MOLLER WEALTH PARTNERS
+$1.1M
47
PETRA FINANCIAL ADVISORS INC
+$1.0M
48
INDEPENDENT FINANCIAL GROUP, LLC
+$1.0M
49
COMMUNITY TRUST & INVESTMENT CO
+$1.0M
50
Beacon Wealthcare LLC
+$981.6K
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Filing Research | VANGUARD MUN BD FDS Institutional Holdings