Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $5.1M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M |
| 3 | Fjell Capital, LLC | $1.8M |
| 4 | Platform Technology Partners | $937.1K |
| 5 | M.E. ALLISON & CO., INC. | $298.7K |
| 6 | Sage Advisory Services, Ltd.Co. | $278.0K |
| 7 | Wagner Wealth Management, LLC | $156.5K |
| 8 | EverSource Wealth Advisors, LLC | $33.3K |
| 9 | Farther Finance Advisors, LLC | $3.7K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$542.7K | |
| 2 | +$225.4K | |
| 3 | +$32.1K | |
| 4 | +$28.2K | |
| 5 | +$3.7K | |
| 6 | +$1.2K | |
| 7 | +$1.0K | |
| 8 | -$3.9K | |
| 9 | -$24.4M |