Snapshot holdings
#
1Southern Financial Group, LLC$44.5M
2Leelyn Smith, LLC$37.6M
3Rise Advisors, LLC$26.0M
4D.A. DAVIDSON & CO.$12.0M
5Symphony Financial Services, Inc.$6.5M
6Breakwater Capital Group$3.4M
7Allied Private Wealth LLC$2.1M
8UNIQUE WEALTH, LLC$2.1M
9Nova Wealth Management, Inc.$1.9M
10CARY STREET PARTNERS FINANCIAL LLC$1.9M
11BLUE JEAN FINANCIAL LLC$1.8M
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.6M
13PFG Advisors$1.6M
14Stonebridge Wealth Management, LLC$1.5M
15IFP Advisors, Inc$1.4M
16THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$1.1M
17Investors Research Corp$792.4K
18Cyndeo Wealth Partners, LLC$739.8K
19Flaharty Asset Management, LLC$715.4K
20Allegheny Financial Group$691.0K
21Merit Financial Group, LLC$675.0K
22Altus Wealth Group LLC$595.7K
231015 Capital Partners, LLC$537.6K
24J.W. COLE ADVISORS, INC.$478.7K
25Cornerstone Wealth Management, LLC$266.6K
26BENJAMIN EDWARDS INC$253.6K
27Innova Wealth Partners$250.8K
28Goelzer Investment Management, Inc.$229.1K
29INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$225.0K
30Redhawk Wealth Advisors, Inc.$202.1K
31Golden State Wealth Management, LLC$186.2K
32DHJJ Financial Advisors, Ltd.$179.3K
33Triumph Capital Management$70.9K
34Farther Finance Advisors, LLC$44.4K
35Independence Bank of Kentucky$35.4K
36TRUST CO OF TOLEDO NA /OH/$17.5K
37Bogart Wealth, LLC$15.7K
38Moisand Fitzgerald Tamayo, LLC$3.7K
39PARK AVENUE SECURITIES LLC$1.2K
40Capital Advisors, Ltd. LLC$181
Manager changes
#
1+$10.6M
2+$9.7M
3+$8.2M
4+$5.5M
5+$2.2M
6+$1.9M
7+$681.8K
8+$603.4K
9+$412.4K
10+$392.2K
11+$359.4K
12+$337.6K
13+$313.3K
14+$312.8K
15+$266.6K
16+$253.6K
17+$250.8K
18+$248.0K
19+$244.8K
20+$229.1K
21+$222.2K
22+$179.3K
23+$171.3K
24+$152.0K
25+$133.6K
26+$52.7K
27+$44.4K
28+$15.3K
29+$8.4K
30+$6.2K
31+$3.8K
32+$3.4K
33+$810
34+$286
35+$175
36+$39
37-$12.0K
38-$100.9K
39-$146.9K
40-$274.2K
41-$6.0M
Filing Research | JANUS DETROIT STR TR Institutional Holdings