Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Orgel Wealth Management, LLC | $625.9M |
| 2 | Beaird Harris Wealth Management, LLC | $15.6M |
| 3 | CGN Advisors LLC | $7.2M |
| 4 | Keystone Financial Group, Inc. | $4.6M |
| 5 | Bell Bank | $4.2M |
| 6 | Mills Wealth Advisors LLC | $1.1M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $942.1K |
| 8 | Englebert Financial Advisers, LLC | $908.6K |
| 9 | Prospera Financial Services Inc | $806.1K |
| 10 | Worth Asset Management, LLC | $728.4K |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | $350.0K |
| 12 | Farther Finance Advisors, LLC | $331.7K |
| 13 | Burton Enright Welch | $274.5K |
| 14 | CRA Financial Services, LLC | $203.9K |
| 15 | Cornerstone National Bank & Trust Co | $163.4K |
| 16 | Blue Trust, Inc. | $24.7K |
| 17 | EverSource Wealth Advisors, LLC | $76 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$359.9M | |
| 2 | +$5.3M | |
| 3 | +$4.2M | |
| 4 | +$1.8M | |
| 5 | +$924.8K | |
| 6 | +$728.4K | |
| 7 | +$274.5K | |
| 8 | +$213.9K | |
| 9 | +$203.9K | |
| 10 | +$198.6K | |
| 11 | +$24.7K | |
| 12 | +$19.1K | |
| 13 | $0 | |
| 14 | -$162 | |
| 15 | -$29.6K | |
| 16 | -$212.6K | |
| 17 | -$298.6K | |
| 18 | -$376.9K |