Filing Research
Snapshot holdings
#
1Ritter Daniher Financial Advisory LLC / DE$2.3M
2Berman McAleer LLC$1.2M
3KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$1.2M
4XY Planning Network, Inc.$354.5K
5Prospera Financial Services Inc$316.0K
6BLVD Private Wealth, LLC$315.5K
7Mendel Capital Management LLC$313.3K
8L.K. Benson & Company, P.C.$261.9K
9Bond & Devick Financial Network, Inc.$248.6K
10Farther Finance Advisors, LLC$49.5K
11EverSource Wealth Advisors, LLC$5.8K
12Capital Investment Advisory Services, LLC$4.8K
13Capital Advisors, Ltd. LLC$964
Manager changes
#
1
Ritter Daniher Financial Advisory LLC / DE
+$280.2K
2
Berman McAleer LLC
+$186.9K
3
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
+$182.6K
4
Prospera Financial Services Inc
+$57.3K
5
XY Planning Network, Inc.
+$50.3K
6
BLVD Private Wealth, LLC
+$47.8K
7
Mendel Capital Management LLC
+$47.4K
8
L.K. Benson & Company, P.C.
+$39.6K
9
Bond & Devick Financial Network, Inc.
+$37.6K
10
Farther Finance Advisors, LLC
+$11.1K
11
EverSource Wealth Advisors, LLC
+$881
12
Capital Investment Advisory Services, LLC
+$722
13
Capital Advisors, Ltd. LLC
+$87
Filing Research | T ROWE PRICE EXCHANGE-TRADED Institutional Holdings