Filing Research
Snapshot holdings
#
1MIDLAND WEALTH ADVISORS, LLC$185.2M
2SIGNATUREFD, LLC$181.1M
3GREENLEAF TRUST$126.3M
4Merit Financial Group, LLC$85.6M
5Gradient Investments LLC$66.9M
6ATWOOD & PALMER INC$59.1M
7CGC Financial Services, LLC$57.1M
8Fragasso Financial Advisors Inc$54.1M
9Bell Bank$46.4M
10EVERGREEN CAPITAL MANAGEMENT LLC$44.8M
11TRAPHAGEN INVESTMENT ADVISORS LLC$44.5M
12INSPIRION WEALTH ADVISORS, LLC$43.4M
13ST GERMAIN D J CO INC$40.7M
14Apollon Wealth Management, LLC$38.8M
15J.W. COLE ADVISORS, INC.$35.2M
16Sowell Financial Services LLC$31.4M
17Brookstone Capital Management$31.0M
18FIRETHORN WEALTH PARTNERS, LLC$30.5M
19ALBION FINANCIAL GROUP /UT$30.5M
20Diesslin Group, Inc.$29.9M
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$29.5M
22Waldron Private Wealth LLC$27.1M
23Atlantic Edge Private Wealth Management, LLC$23.8M
24PFS Partners, LLC$23.8M
25Pine Valley Investments Ltd Liability Co$22.5M
26Bogart Wealth, LLC$22.5M
27Three Cord True Wealth Management, LLC$19.9M
28Great Point Wealth Advisors, LLC$19.7M
29Mason & Associates Inc$18.8M
30Presidio Capital Management, LLC$18.3M
31ARQ WEALTH ADVISORS, LLC$16.7M
32WEBSTER BANK, N. A.$16.5M
33Farther Finance Advisors, LLC$16.5M
34Alliance Wealth Advisors, LLC /UT$15.4M
35Cadent Capital Advisors, LLC$15.0M
36One Charles Private Wealth Services, LLC$14.9M
37VOISARD ASSET MANAGEMENT GROUP, INC.$14.6M
38SeaBridge Investment Advisors LLC$14.6M
39CARY STREET PARTNERS FINANCIAL LLC$14.1M
40Crumly & Associates Inc.$13.9M
41Total Clarity Wealth Management, Inc.$13.8M
42Scarborough Advisors, LLC$13.2M
43Hidden Cove Wealth Management, LLC$12.5M
44MRA Advisory Group$12.5M
45Santori & Peters, Inc.$12.5M
46Nilsine Partners, LLC$12.0M
47WESPAC Advisors SoCal, LLC$12.0M
48RiverTree Advisors, LLC$11.7M
49IFP Advisors, Inc$11.5M
50INDEPENDENT FINANCIAL GROUP, LLC$11.5M
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Manager changes
#
1
CGC Financial Services, LLC
+$57.1M
2
Bell Bank
+$22.3M
3
Bogart Wealth, LLC
+$22.0M
4
Apollon Wealth Management, LLC
+$21.3M
5
Presidio Capital Management, LLC
+$16.9M
6
ARQ WEALTH ADVISORS, LLC
+$16.7M
7
Alliance Wealth Advisors, LLC /UT
+$15.4M
8
GREENLEAF TRUST
+$13.0M
9
Interchange Capital Partners, LLC
+$10.5M
10
STERLING INVESTMENT MANAGEMENT, LLC
+$8.9M
11
SIGNATUREFD, LLC
+$6.5M
12
Total Clarity Wealth Management, Inc.
+$6.1M
13
MIDLAND WEALTH ADVISORS, LLC
+$5.2M
14
Fragasso Financial Advisors Inc
+$5.1M
15
WESPAC Advisors SoCal, LLC
+$4.9M
16
CARY STREET PARTNERS FINANCIAL LLC
+$4.6M
17
VOISARD ASSET MANAGEMENT GROUP, INC.
+$4.3M
18
Farther Finance Advisors, LLC
+$3.8M
19
Value Investment Professionals, LLC
+$3.6M
20
FIRETHORN WEALTH PARTNERS, LLC
+$3.6M
21
BROWN WEALTH MANAGEMENT, LLC
+$3.5M
22
GK Wealth Management LLC
+$3.3M
23
Envestnet Portfolio Solutions, Inc.
+$2.7M
24
Breakwater Capital Group
+$2.5M
25
J.W. COLE ADVISORS, INC.
+$2.3M
26
SeaBridge Investment Advisors LLC
+$2.2M
27
Sharkey, Howes & Javer
+$2.2M
28
Merit Financial Group, LLC
+$2.2M
29
HOWARD WEALTH MANAGEMENT, LLC
+$2.1M
30
Mayflower Financial Advisors, LLC
+$2.0M
31
Alpha Zero LLC
+$2.0M
32
Crewe Advisors LLC
+$1.8M
33
Innova Wealth Partners
+$1.8M
34
HAMILTON CAPITAL PARTNERS, LLC
+$1.7M
35
Lake Hills Wealth Management, LLC
+$1.7M
36
Mason & Associates Inc
+$1.6M
37
BEACON FINANCIAL GROUP
+$1.6M
38
Fortitude Family Office, LLC
+$1.5M
39
Ferguson Shapiro LLC
+$1.5M
40
Pine Valley Investments Ltd Liability Co
+$1.4M
41
ALBION FINANCIAL GROUP /UT
+$1.4M
42
Financial Partners Group, Inc
+$1.4M
43
Lansing Street Advisors
+$1.3M
44
Wealth Enhancement Trust Services, Inc.
+$1.2M
45
Englebert Financial Advisers, LLC
+$1.2M
46
YHB Investment Advisors, Inc.
+$1.2M
47
Brucke Financial, Inc.
+$1.2M
48
ATWOOD & PALMER INC
+$1.2M
49
TRAPHAGEN INVESTMENT ADVISORS LLC
+$1.2M
50
Core Wealth Partners LLC
+$1.1M
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Filing Research | JANUS DETROIT STR TR Institutional Holdings