Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M |
| 2 | Intergy Private Wealth, LLC | $1.9M |
| 3 | PFG Advisors | $1.8M |
| 4 | AdvisorNet Financial, Inc | $682.9K |
| 5 | Tactive Advisors, LLC | $413.9K |
| 6 | Farther Finance Advisors, LLC | $2.6K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$266.4K | |
| 2 | +$54.2K | |
| 3 | +$42.4K | |
| 4 | +$17 | |
| 5 | -$62.4K | |
| 6 | -$88.4K |