Filing Research
Snapshot holdings
#
1Sequoia Financial Advisors, LLC$328.9M
2Confluence Wealth Services, Inc.$95.4M
3Ocean Park Asset Management, LLC$87.0M
4Fragasso Financial Advisors Inc$77.1M
5Falcon Wealth Planning$67.1M
6Apollon Wealth Management, LLC$66.3M
7Family Investment Center, Inc.$63.4M
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$61.1M
9Ritter Daniher Financial Advisory LLC / DE$48.1M
10Sunflower Bank, N.A.$45.1M
11Waterway Wealth Management, LLC$43.5M
12ACORN FINANCIAL ADVISORY SERVICES INC /ADV$42.9M
13NOVEM GROUP$41.7M
14RFG Advisory, LLC$40.2M
15Stonebridge Financial Group, LLC$39.7M
16Annex Advisory Services, LLC$35.7M
17Aprio Wealth Management, LLC$35.4M
18Wealth Alliance Advisory Group, LLC$35.3M
19Cardinal Point Capital Management ULC$33.6M
20D.A. DAVIDSON & CO.$30.8M
21Intrua Financial, LLC$30.5M
22Pictet North America Advisors SA$28.0M
23Mason & Associates, LLC$27.2M
24Wealthcare Advisory Partners LLC$27.2M
25Gemmer Asset Management LLC$25.4M
26Creative Capital Management Investments LLC$25.3M
27RAINEY & RANDALL WEALTH ADVISORS INC.$24.9M
28Welch Group, LLC$24.2M
29Members Advisory Group LLC$24.1M
30ECLECTIC ASSOCIATES INC /ADV$24.1M
31First Heartland Consultants, Inc.$23.6M
32MinichMacGregor Wealth Management, LLC$23.4M
33Hutchens & Kramer Investment Management Group, LLC$23.2M
34EVERGREEN CAPITAL MANAGEMENT LLC$22.9M
35Great Point Wealth Advisors, LLC$22.1M
36LexAurum Advisors, LLC$21.6M
37Alliance Private Wealth, LLC$19.8M
38Scott Capital Advisors, LLC$19.6M
39True North Advisors, LLC$19.1M
40Symphony Financial Services, Inc.$19.0M
41Wagner Wealth Management, LLC$18.9M
42EQ WEALTH ADVISORS, LLC$18.8M
43CARY STREET PARTNERS FINANCIAL LLC$18.7M
44Stokes Capital Advisors, LLC$18.5M
45Pinnacle Wealth Management, LLC$18.4M
46RIVERCHASE WEALTH MANAGEMENT, LLC$18.3M
47Beta Wealth Group, Inc.$18.3M
48DAVENPORT & Co LLC$18.3M
49O'Connor Financial Group LLC$18.1M
50Kozak & Associates, Inc.$17.9M
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Manager changes
#
1
Ocean Park Asset Management, LLC
+$87.0M
2
Sequoia Financial Advisors, LLC
+$40.8M
3
NOVEM GROUP
+$34.3M
4
RFG Advisory, LLC
+$23.9M
5
Apollon Wealth Management, LLC
+$17.6M
6
Kozak & Associates, Inc.
+$17.6M
7
Confluence Wealth Services, Inc.
+$17.1M
8
Wagner Wealth Management, LLC
+$14.8M
9
Annex Advisory Services, LLC
+$13.5M
10
Vigilare Wealth Management
+$12.6M
11
O'Connor Financial Group LLC
+$11.5M
12
Mid-American Wealth Advisory Group, Inc.
+$10.4M
13
Alexis Investment Partners, LLC
+$9.7M
14
Sentinel Advisory Group, LLC
+$8.1M
15
Family Investment Center, Inc.
+$7.6M
16
J.W. COLE ADVISORS, INC.
+$7.5M
17
San Luis Wealth Advisors LLC
+$6.8M
18
Fragasso Financial Advisors Inc
+$6.3M
19
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$5.2M
20
Falcon Wealth Planning
+$5.0M
21
DAVENPORT & Co LLC
+$4.7M
22
RAINEY & RANDALL WEALTH ADVISORS INC.
+$4.5M
23
Aprio Wealth Management, LLC
+$4.4M
24
Welch Group, LLC
+$4.3M
25
FLYNN ZITO CAPITAL MANAGEMENT, LLC
+$3.7M
26
Members Advisory Group LLC
+$3.6M
27
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
+$3.4M
28
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
+$3.3M
29
Hutchens & Kramer Investment Management Group, LLC
+$3.0M
30
ECLECTIC ASSOCIATES INC /ADV
+$2.7M
31
Cardinal Point Capital Management ULC
+$2.6M
32
Scott Capital Advisors, LLC
+$2.4M
33
Ritter Daniher Financial Advisory LLC / DE
+$2.3M
34
D.A. DAVIDSON & CO.
+$2.3M
35
Quad-Cities Investment Group, LLC
+$2.2M
36
Avondale Wealth Management
+$2.2M
37
Stonebridge Financial Group, LLC
+$2.2M
38
Base Wealth Management LLC
+$2.2M
39
LexAurum Advisors, LLC
+$2.2M
40
Creative Capital Management Investments LLC
+$2.0M
41
NEW WAVE WEALTH ADVISORS LLC
+$2.0M
42
Waterway Wealth Management, LLC
+$2.0M
43
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
+$2.0M
44
Wealth Enhancement Trust Services, Inc.
+$2.0M
45
Mirae Asset Global Investments Co., Ltd.
+$1.8M
46
MinichMacGregor Wealth Management, LLC
+$1.6M
47
Oak Wealth Advisors LLC
+$1.5M
48
John W. Brooker & Co., CPAs
+$1.5M
49
Wealthcare Advisory Partners LLC
+$1.5M
50
EQ WEALTH ADVISORS, LLC
+$1.4M
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Filing Research | PIMCO ETF TR Institutional Holdings