Filing Research
Snapshot holdings
#
1ACT Advisors, LLC.$13.5M
2RTD Financial Advisors, Inc.$12.7M
3Fluent Financial, LLC$6.8M
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.2M
5Golden State Wealth Management, LLC$1.8M
6Purus Wealth Management, LLC$1.8M
7BCS Wealth Management$1.7M
8Econ Financial Services Corp$1.7M
9First Heartland Consultants, Inc.$1.6M
10Wealthcare Advisory Partners LLC$874.0K
11Pine Valley Investments Ltd Liability Co$671.4K
12Syntegra Private Wealth Group, LLC$567.5K
13Cooper Financial Group$354.5K
14IFP Advisors, Inc$304.0K
15Physician Wealth Advisors, Inc.$80.5K
16INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$27.2K
Manager changes
#
1
First Heartland Consultants, Inc.
+$1.6M
2
RTD Financial Advisors, Inc.
+$806.5K
3
Fluent Financial, LLC
+$437.6K
4
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$345.7K
5
IFP Advisors, Inc
+$304.0K
6
ACT Advisors, LLC.
+$281.5K
7
Golden State Wealth Management, LLC
+$198.6K
8
BCS Wealth Management
+$162.3K
9
Purus Wealth Management, LLC
+$160.5K
10
Cooper Financial Group
+$64.0K
11
Syntegra Private Wealth Group, LLC
+$55.5K
12
Econ Financial Services Corp
+$20.2K
13
Pine Valley Investments Ltd Liability Co
+$13.7K
14
Physician Wealth Advisors, Inc.
+$2.8K
15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
+$561
16
Wealthcare Advisory Partners LLC
-$918
17
Sound Income Strategies, LLC
-$10.9K
18
Narwhal Capital Management
-$466.1K
Filing Research | NEW YORK LIFE INVTS ACTIVE E Institutional Holdings