Filing Research
Snapshot holdings
#
1CONFLUENCE INVESTMENT MANAGEMENT LLC$280.7M
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$167.6M
3Farther Finance Advisors, LLC$157.2M
4Selective Wealth Management, Inc.$96.9M
5JNBA Financial Advisors$93.0M
6Mesirow Financial Investment Management, Inc.$78.4M
7PEAVINE CAPITAL, LLC$77.5M
8Decker Retirement Planning Inc.$76.5M
9Sequoia Financial Advisors, LLC$74.4M
10Vigilare Wealth Management$72.6M
11D.A. DAVIDSON & CO.$71.3M
12PSP Research LLC$70.5M
13Omnia Family Wealth, LLC$70.1M
14FIDUCIARY FINANCIAL GROUP, LLC$67.7M
15Composition Wealth, LLC$61.7M
16Mirae Asset Global Investments Co., Ltd.$59.1M
17TITLEIST ASSET MANAGEMENT, LLC$56.4M
18FLAGSHIP HARBOR ADVISORS, LLC$56.0M
19McElhenny Sheffield Capital Management, LLC$55.1M
20EVERGREEN CAPITAL MANAGEMENT LLC$51.1M
21PRAIRIE ADVISORY, LLC$43.5M
22RIA Advisory Group LLC$42.0M
23SCHNIEDERS CAPITAL MANAGEMENT, LLC.$41.2M
24Brookstone Capital Management$38.7M
25Synergy Asset Management, LLC$37.8M
26Bangor Savings Bank$36.9M
27Diversified Trust Co$36.7M
28Wheelhouse Advisory Group LLC$36.5M
29Cypress Capital, LLC$36.4M
30ALBION FINANCIAL GROUP /UT$35.7M
31RFG Advisory, LLC$35.3M
32Leonard Rickey Investment Advisors P.L.L.C.$35.1M
33Relyea Zuckerberg Hanson LLC$34.6M
34Mader & Shannon Wealth Management, Inc.$33.9M
35Laurel Wealth Advisors LLC$29.7M
36MILESTONE ASSET MANAGEMENT, LLC$29.4M
37TRAPHAGEN INVESTMENT ADVISORS LLC$25.3M
38Private Wealth Group, LLC$25.1M
39SHRIER WEALTH MANAGEMENT, LLC$23.2M
40CFS Investment Advisory Services, LLC$21.7M
41Apollon Wealth Management, LLC$21.2M
42REBALANCE, LLC$20.2M
43Five Oceans Advisors$19.4M
44Navigate Wealth Management, LLC$19.2M
45STERLING INVESTMENT ADVISORS LLC /ADV$19.0M
46Owen LaRue, LLC$18.4M
47J2 Capital Management Inc$18.3M
48Affinity Capital Advisors, LLC$17.9M
49Worth Asset Management, LLC$17.8M
50Conservest Capital Advisors, Inc.$16.9M
Scroll to load more
Manager changes
#
1
CONFLUENCE INVESTMENT MANAGEMENT LLC
+$104.2M
2
Decker Retirement Planning Inc.
+$37.9M
3
ALBION FINANCIAL GROUP /UT
+$35.6M
4
Sequoia Financial Advisors, LLC
+$22.1M
5
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$21.0M
6
Omnia Family Wealth, LLC
+$18.0M
7
Bangor Savings Bank
+$17.3M
8
Selective Wealth Management, Inc.
+$15.5M
9
Farther Finance Advisors, LLC
+$15.4M
10
Worth Asset Management, LLC
+$15.1M
11
ARQ WEALTH ADVISORS, LLC
+$13.2M
12
STABLEFORD CAPITAL II LLC
+$11.7M
13
Ryan Investment Management, Inc.
+$11.3M
14
Apollon Wealth Management, LLC
+$10.4M
15
Mesirow Financial Investment Management, Inc.
+$8.9M
16
JNBA Financial Advisors
+$7.7M
17
HM PAYSON & CO
+$7.4M
18
One Wealth Management Investment & Advisory Services, LLC
+$6.7M
19
Blue Trust, Inc.
+$6.5M
20
J2 Capital Management Inc
+$6.4M
21
Private Wealth Group, LLC
+$6.4M
22
Brookstone Capital Management
+$6.3M
23
Accurate Wealth Management, LLC
+$5.9M
24
Prospera Financial Services Inc
+$5.5M
25
Aries Wealth Management
+$5.2M
26
Composition Wealth, LLC
+$5.0M
27
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
+$4.8M
28
MARATHON CAPITAL MANAGEMENT
+$4.6M
29
FIDUCIARY FINANCIAL GROUP, LLC
+$4.4M
30
CHATHAM CAPITAL GROUP, INC.
+$4.3M
31
MONTGOMERY INVESTMENT MANAGEMENT INC
+$4.1M
32
Commonwealth Financial Services, LLC
+$4.1M
33
Chatterton & Associates Inc.
+$3.9M
34
XY Planning Network, Inc.
+$3.5M
35
VISTA INVESTMENT PARTNERS II, LLC
+$3.4M
36
Integris Wealth Management, LLC
+$3.4M
37
UHLMANN PRICE SECURITIES, LLC
+$3.1M
38
MOTIVE WEALTH ADVISORS
+$3.1M
39
Platform Technology Partners
+$3.1M
40
Bouvel Investment Partners, LLC
+$2.7M
41
Latko Wealth Management, Ltd.
+$2.6M
42
Malaga Cove Capital, LLC
+$2.5M
43
Cedarwood Wealth LLC
+$2.5M
44
First Heartland Consultants, Inc.
+$2.4M
45
BOYUM WEALTH ARCHITECTS LLC
+$2.4M
46
Pacific Capital Wealth Advisors, Inc.
+$2.2M
47
NWAM LLC
+$2.1M
48
LINCOLN CAPITAL CORP
+$2.1M
49
JOHNSON INVESTMENT COUNSEL INC
+$2.1M
50
RIA Advisory Group LLC
+$1.8M
Scroll to load more
Filing Research | iShares 0-3 Month Treasury Bon Institutional Holdings