Filing Research
Snapshot holdings
#
1Avior Wealth Management, LLC$160.9M
2Confluence Wealth Services, Inc.$96.6M
3Gratus Wealth Advisors, LLC$94.2M
4HM PAYSON & CO$90.1M
5Ledyard National Bank$88.1M
6Stonebridge Financial Group, LLC$62.5M
7Conservest Capital Advisors, Inc.$60.4M
8JGP Wealth Management, LLC$57.0M
9J.W. COLE ADVISORS, INC.$55.6M
10Ritter Daniher Financial Advisory LLC / DE$49.9M
11XML Financial, LLC$44.4M
12Wolff Financial Management LLC$42.8M
13DAGCO, INC.$41.0M
14Scott Capital Advisors, LLC$40.9M
15Auto-Owners Insurance Co$39.0M
16FORM Wealth Advisors, LLC$38.4M
17FIFTH THIRD SECURITIES, INC.$38.4M
18Hughes Financial Services, LLC$36.6M
19Silver Coast Investments LLC$33.9M
20Altus Wealth Management, LLC$33.7M
21Legacy Financial Strategies, LLC$31.7M
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$31.7M
23Alliance Wealth Advisors, LLC$30.4M
24Presidio Capital Management, LLC$29.8M
25Adirondack Capital Advisors, LLC$29.5M
26Summit Investment Advisory Services, LLC$25.7M
27Regent Peak Wealth Advisors LLC$25.4M
28Meridian Financial Partners LLC$24.6M
29Allegheny Financial Group$24.5M
30Prospera Financial Services Inc$23.5M
31DAVENPORT & Co LLC$23.5M
32EverSource Wealth Advisors, LLC$20.9M
33CYPRESS FINANCIAL PLANNING LLC$20.2M
34Envestnet Portfolio Solutions, Inc.$20.0M
35Accel Wealth Management$19.6M
36Capital Planning LLC$18.2M
37LifeGoal Investments, LLC$17.6M
38PFS Partners, LLC$17.6M
39Dynamic Advisor Solutions LLC$16.7M
40Well Done, LLC$16.5M
41Eagle Strategies LLC$16.4M
42KOM Wealth Management Group, LLC$15.7M
43FC Advisory LLC$15.1M
44Churchill Financial Advisors, LLC$15.0M
45Cornerstone Wealth Management, LLC$13.2M
46TriaGen Wealth Management LLC$13.1M
47KPP Advisory Services LLC$11.9M
48Targeted Financial Services LLC$11.6M
49DAVIDSON INVESTMENT ADVISORS$11.5M
50Forbes Financial Planning, Inc.$11.3M
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Manager changes
#
1
Avior Wealth Management, LLC
+$27.6M
2
Confluence Wealth Services, Inc.
+$22.9M
3
Gratus Wealth Advisors, LLC
+$8.7M
4
Ledyard National Bank
+$7.9M
5
JGP Wealth Management, LLC
+$6.0M
6
Envestnet Portfolio Solutions, Inc.
+$5.5M
7
Ritter Daniher Financial Advisory LLC / DE
+$4.8M
8
Conservest Capital Advisors, Inc.
+$4.7M
9
DAGCO, INC.
+$4.6M
10
Churchill Financial Advisors, LLC
+$4.4M
11
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$4.4M
12
Stonebridge Financial Group, LLC
+$4.3M
13
QRG CAPITAL MANAGEMENT, INC.
+$4.3M
14
Hughes Financial Services, LLC
+$4.2M
15
Ayrshire Capital Management LLC
+$4.2M
16
XML Financial, LLC
+$4.0M
17
J.W. COLE ADVISORS, INC.
+$3.9M
18
Presidio Capital Management, LLC
+$3.9M
19
First Heartland Consultants, Inc.
+$3.7M
20
GC Wealth Management RIA, LLC
+$3.5M
21
FIFTH THIRD SECURITIES, INC.
+$3.2M
22
Alliance Wealth Advisors, LLC
+$3.1M
23
Wolff Financial Management LLC
+$3.0M
24
LifeGoal Investments, LLC
+$2.9M
25
Adirondack Capital Advisors, LLC
+$2.8M
26
Altus Wealth Management, LLC
+$2.7M
27
Legacy Financial Strategies, LLC
+$2.6M
28
Accel Wealth Management
+$2.6M
29
FULTON BANK, N.A.
+$2.6M
30
Summit Investment Advisory Services, LLC
+$2.4M
31
Silver Coast Investments LLC
+$2.4M
32
TME FINANCIAL, INC.
+$2.3M
33
Regent Peak Wealth Advisors LLC
+$2.3M
34
Scott Capital Advisors, LLC
+$2.2M
35
Clarity Asset Management, Inc.
+$2.1M
36
CYPRESS FINANCIAL PLANNING LLC
+$2.1M
37
Allegheny Financial Group
+$2.0M
38
Meridian Financial Partners LLC
+$2.0M
39
Prospera Financial Services Inc
+$1.9M
40
DAVENPORT & Co LLC
+$1.9M
41
Dynamic Advisor Solutions LLC
+$1.7M
42
KOM Wealth Management Group, LLC
+$1.7M
43
ARWA LLC
+$1.6M
44
DAVIDSON INVESTMENT ADVISORS
+$1.6M
45
ASPIRIANT, LLC
+$1.6M
46
Cornerstone Wealth Management, LLC
+$1.5M
47
PFS Partners, LLC
+$1.4M
48
Aprio Wealth Management, LLC
+$1.4M
49
B. Riley Wealth Advisors, Inc.
+$1.4M
50
PARSONS CAPITAL MANAGEMENT INC/RI
+$1.3M
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Filing Research | ISHARES TR Institutional Holdings