Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Elmwood Wealth Management, Inc. | $5.0M |
| 2 | BENJAMIN EDWARDS INC | $4.1M |
| 3 | Welch Financial Planning, LLC | $3.0M |
| 4 | Composition Wealth, LLC | $2.0M |
| 5 | ARS Wealth Advisors Group, LLC | $1.4M |
| 6 | KRAEMATON INVESTMENT ADVISORS, INC | $746.3K |
| 7 | ACT Advisors, LLC. | $544.0K |
| 8 | Range Financial Group LLC | $437.1K |
| 9 | Cardinal Point Capital Management ULC | $419.1K |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $348.2K |
| 11 | DHJJ Financial Advisors, Ltd. | $288.8K |
| 12 | Southland Equity Partners LLC | $220.6K |
| 13 | Cape Investment Advisory, Inc. | $153.1K |
| 14 | Physician Wealth Advisors, Inc. | $98.8K |
| 15 | IFP Advisors, Inc | $8.5K |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $7.9K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$2.0M | |
| 3 | +$836.7K | |
| 4 | +$416.1K | |
| 5 | +$348.2K | |
| 6 | +$153.1K | |
| 7 | +$86.9K | |
| 8 | +$72.3K | |
| 9 | +$22.9K | |
| 10 | +$21.4K | |
| 11 | +$19.0K | |
| 12 | +$11.3K | |
| 13 | +$8.6K | |
| 14 | +$5.0K | |
| 15 | +$642 | |
| 16 | +$404 |