Filing Research
Snapshot holdings
#
1Prospera Financial Services Inc$89.6M
2D.A. DAVIDSON & CO.$79.2M
3AFFINITY WEALTH MANAGEMENT LLC$53.8M
4Paradiem, LLC$49.5M
5RVW Wealth, LLC$47.6M
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$46.4M
7Financial Partners Group, Inc$44.0M
8Rise Advisors, LLC$39.8M
9First Heartland Consultants, Inc.$39.6M
10BENJAMIN EDWARDS INC$38.0M
11Hobart Private Capital, LLC$34.7M
12PARK NATIONAL CORP /OH/$32.7M
13Next Level Private LLC$30.7M
14INDEPENDENT FINANCIAL GROUP, LLC$29.0M
15Commonwealth Financial Services, LLC$26.3M
16Crumly & Associates Inc.$26.2M
17HOWARD FINANCIAL SERVICES, LTD.$24.3M
18Pine Valley Investments Ltd Liability Co$24.0M
19Key Client Fiduciary Advisors, LLC$23.1M
20Sentinel Advisory Group, LLC$22.4M
21Redhawk Wealth Advisors, Inc.$21.6M
22Chris Bulman Inc$19.0M
23BEACON FINANCIAL GROUP$18.0M
24Brookstone Capital Management$16.6M
25Mainsail Financial Group, LLC$15.9M
26DAVENPORT & Co LLC$15.8M
27J.W. COLE ADVISORS, INC.$15.7M
28Merit Financial Group, LLC$15.2M
29RFG Advisory, LLC$15.0M
30FLAGSHIP HARBOR ADVISORS, LLC$15.0M
31Wagner Wealth Management, LLC$14.8M
32AJ Advisors, LLC$14.6M
33Cornerstone Wealth Management, LLC$14.4M
34HBW ADVISORY SERVICES LLC$14.1M
35Farther Finance Advisors, LLC$13.6M
36CITY HOLDING CO$13.3M
37PFG Advisors$13.0M
38Total Clarity Wealth Management, Inc.$13.0M
39O'Connor Financial Group LLC$12.7M
40Weitzel Financial Services, Inc.$12.2M
41Wealthcare Advisory Partners LLC$12.1M
42Scarborough Advisors, LLC$11.8M
43Sovereign Financial Group, Inc.$11.4M
44Compass Financial Services Inc$11.1M
45Focus Financial Network, Inc.$10.7M
46Triumph Capital Management$10.6M
47INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$10.4M
48Accel Wealth Management$10.3M
49NESTEGG ADVISORS, INC.$10.1M
50Avidian Wealth Enterprises, LLC$10.0M
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Manager changes
#
1
Paradiem, LLC
+$49.5M
2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$20.8M
3
Commonwealth Financial Services, LLC
+$14.3M
4
D.A. DAVIDSON & CO.
+$14.2M
5
Redhawk Wealth Advisors, Inc.
+$12.0M
6
Prospera Financial Services Inc
+$9.6M
7
RVW Wealth, LLC
+$8.6M
8
AFFINITY WEALTH MANAGEMENT LLC
+$8.5M
9
Milestones Private Investment Advisors LLC
+$7.5M
10
Rise Advisors, LLC
+$7.2M
11
PARK NATIONAL CORP /OH/
+$6.9M
12
Financial Partners Group, Inc
+$6.9M
13
First Heartland Consultants, Inc.
+$6.8M
14
BENJAMIN EDWARDS INC
+$6.6M
15
Next Level Private LLC
+$5.9M
16
Crumly & Associates Inc.
+$5.3M
17
J.W. COLE ADVISORS, INC.
+$5.2M
18
Total Clarity Wealth Management, Inc.
+$4.7M
19
DAVENPORT & Co LLC
+$4.6M
20
HOWARD FINANCIAL SERVICES, LTD.
+$4.6M
21
Pine Valley Investments Ltd Liability Co
+$4.4M
22
INDEPENDENT FINANCIAL GROUP, LLC
+$4.4M
23
Chris Bulman Inc
+$4.3M
24
Sentinel Advisory Group, LLC
+$4.2M
25
Mainsail Financial Group, LLC
+$4.0M
26
Key Client Fiduciary Advisors, LLC
+$4.0M
27
Brookstone Capital Management
+$4.0M
28
Fairvoy Private Wealth, LLC
+$3.6M
29
FLAGSHIP HARBOR ADVISORS, LLC
+$3.6M
30
HBW ADVISORY SERVICES LLC
+$3.4M
31
Synergy Asset Management, LLC
+$3.1M
32
CITY HOLDING CO
+$3.1M
33
AJ Advisors, LLC
+$2.4M
34
Accel Wealth Management
+$2.4M
35
Wagner Wealth Management, LLC
+$2.4M
36
NESTEGG ADVISORS, INC.
+$2.3M
37
Wealthcare Advisory Partners LLC
+$2.2M
38
Cornerstone Wealth Management, LLC
+$2.2M
39
Farther Finance Advisors, LLC
+$2.2M
40
BEACON FINANCIAL GROUP
+$2.2M
41
Compass Financial Services Inc
+$2.1M
42
O'Connor Financial Group LLC
+$2.1M
43
Weitzel Financial Services, Inc.
+$2.0M
44
Sovereign Financial Group, Inc.
+$2.0M
45
Envision Financial LLC
+$1.9M
46
IAMS WEALTH MANAGEMENT, LLC
+$1.9M
47
GENESIS PRIVATE WEALTH, LLC
+$1.9M
48
Certified Advisory Corp
+$1.8M
49
Focus Financial Network, Inc.
+$1.7M
50
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
+$1.7M
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Filing Research | FIRST TR EXCHANGE TRADED FD Institutional Holdings