Snapshot holdings
#
1Gradient Investments LLC$121.0M
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$52.0M
3CAPITAL ADVISORS INC/OK$47.1M
4INSPIRION WEALTH ADVISORS, LLC$38.2M
5CGN Advisors LLC$33.3M
6ALBION FINANCIAL GROUP /UT$30.4M
7ARVEST INVESTMENTS, INC.$29.0M
8Legacy Private Trust Co.$27.1M
9Pictet North America Advisors SA$26.3M
10AllGen Financial Advisors, Inc.$22.3M
11SeaBridge Investment Advisors LLC$20.1M
12Financial Enhancement Group LLC$19.8M
13KWB Wealth$18.9M
14CYPRESS FINANCIAL PLANNING LLC$18.7M
15Pine Valley Investments Ltd Liability Co$16.1M
16Asio Capital, LLC$15.6M
17Secure Asset Management, LLC$14.7M
18Goelzer Investment Management, Inc.$14.4M
19WESPAC Advisors SoCal, LLC$12.6M
20Sage Advisory Services, Ltd.Co.$11.5M
21ARQ WEALTH ADVISORS, LLC$10.8M
22Englebert Financial Advisers, LLC$10.2M
23True North Advisors, LLC$10.0M
24GENESIS PRIVATE WEALTH, LLC$8.0M
25Symphony Financial Services, Inc.$7.6M
26IVC Wealth Advisors LLC$7.1M
27Unique Wealth Strategies, LLC$6.0M
28IFP Advisors, Inc$5.7M
29Paladin Wealth, LLC$4.1M
30Farther Finance Advisors, LLC$3.7M
31Traub Capital Management LLC$2.9M
32Mirae Asset Global Investments Co., Ltd.$2.7M
33COLUMBIA ADVISORY PARTNERS LLC$2.6M
34BANQUE PICTET & CIE SA$2.0M
35Bulwark Capital Corp$1.9M
36HARBOR INVESTMENT ADVISORY, LLC$1.8M
37Acropolis Investment Management, LLC$1.8M
38Apollon Wealth Management, LLC$1.5M
39Impact Capital Partners LLC$1.5M
40JAMES INVESTMENT RESEARCH, INC.$1.4M
41SAX WEALTH ADVISORS, LLC$1.4M
42Tenzing Financial LLC$1.4M
43B. Riley Wealth Advisors, Inc.$1.1M
44Envestnet Portfolio Solutions, Inc.$1.1M
45ATWOOD & PALMER INC$1.0M
46NORTHBRIDGE FINANCIAL GROUP, LLC$1.0M
47LANARK FINANCIAL, INC.$945.2K
48STABLEFORD CAPITAL II LLC$930.5K
49Split Rock Private Trading & Wealth Management, LLC$880.9K
50Blue Trust, Inc.$532.9K
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Manager changes
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1+$18.7M
2+$14.9M
3+$10.8M
4+$8.3M
5+$4.9M
6+$3.7M
7+$3.6M
8+$3.4M
9+$3.4M
10+$2.0M
11+$1.7M
12+$1.3M
13+$1.2M
14+$1.1M
15+$1.1M
16+$915.1K
17+$802.0K
18+$669.4K
19+$667.0K
20+$608.0K
21+$471.8K
22+$409.2K
23+$384.9K
24+$321.3K
25+$244.2K
26+$217.2K
27+$200.7K
28+$181.1K
29+$127.5K
30+$117.6K
31+$68.4K
32+$57.8K
33+$42.8K
34+$26.2K
35+$17.8K
36+$7.6K
37+$6.3K
38+$3.7K
39+$450
40+$238
41-$12
42-$56
43-$286
44-$678
45-$910
46-$1.0K
47
Essex LLC
-$1.1K
48-$1.4K
49-$1.8K
50-$1.8K
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Filing Research | JANUS DETROIT STR TR Institutional Holdings