Filing Research
Snapshot holdings
#
1Hennion & Walsh Asset Management, Inc.$5.7M
2Evergreen Private Wealth LLC$5.3M
3BENJAMIN EDWARDS INC$2.1M
4CONFLUENCE INVESTMENT MANAGEMENT LLC$1.8M
5Columbus Macro, LLC$1.5M
6JACOBSON & SCHMITT ADVISORS, LLC$1.2M
7FOCUS Wealth Advisors, LLC$1.1M
8Crumly & Associates Inc.$832.0K
9Discipline Wealth Solutions, LLC$674.2K
10CRUX WEALTH ADVISORS$439.5K
11HBW ADVISORY SERVICES LLC$360.9K
12Dynamic Advisor Solutions LLC$268.7K
13Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$235.6K
14DHJJ Financial Advisors, Ltd.$7.6K
15CoreCap Advisors, LLC$633
Manager changes
#
1
BENJAMIN EDWARDS INC
+$2.1M
2
CONFLUENCE INVESTMENT MANAGEMENT LLC
+$1.8M
3
Discipline Wealth Solutions, LLC
+$674.2K
4
Hennion & Walsh Asset Management, Inc.
+$535.7K
5
Dynamic Advisor Solutions LLC
+$268.7K
6
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
+$235.6K
7
Evergreen Private Wealth LLC
+$182.8K
8
Columbus Macro, LLC
+$157.5K
9
HBW ADVISORY SERVICES LLC
+$43.7K
10
FOCUS Wealth Advisors, LLC
+$32.0K
11
DHJJ Financial Advisors, Ltd.
+$202
12
CoreCap Advisors, LLC
+$17
13
Farther Finance Advisors, LLC
-$4.3K
14
CRUX WEALTH ADVISORS
-$7.5K
15
JACOBSON & SCHMITT ADVISORS, LLC
-$8.5K
16
IFP Advisors, Inc
-$67.5K
17
FIFTH THIRD SECURITIES, INC.
-$276.8K
18
Crumly & Associates Inc.
-$676.3K
Filing Research | DBX ETF TR Institutional Holdings