Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $21.0M |
| 2 | Versant Capital Management, Inc | $11.4M |
| 3 | LVZ, Inc. | $7.3M |
| 4 | Rockwood Wealth Management, LLC | $1.9M |
| 5 | VISTA CAPITAL PARTNERS, INC. | $1.5M |
| 6 | Applied Capital LLC | $1.1M |
| 7 | Evanson Financial, LLC | $983.2K |
| 8 | Financial Symmetry Inc | $772.0K |
| 9 | Live Oak Private Wealth LLC | $768.2K |
| 10 | Apella Capital, LLC | $656.6K |
| 11 | BCO Wealth Management LLC | $551.0K |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $498.2K |
| 13 | WINNACLE WEALTH LLC | $487.7K |
| 14 | Selective Wealth Management, Inc. | $472.5K |
| 15 | NWAM LLC | $470.3K |
| 16 | OPTIMA CAPITAL LLC | $311.2K |
| 17 | Signature Resources Capital Management, LLC | $310.2K |
| 18 | FIDUCIARY FINANCIAL GROUP, LLC | $202.2K |
| 19 | Farther Finance Advisors, LLC | $147.6K |
| 20 | CoreCap Advisors, LLC | $42.8K |
| 21 | AdvisorNet Financial, Inc | $11.4K |
| 22 | PARK AVENUE SECURITIES LLC | $3.1K |
| 23 | Capital Investment Advisory Services, LLC | $333 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$8.9M | |
| 2 | +$2.9M | |
| 3 | +$1.1M | |
| 4 | +$498.2K | |
| 5 | +$472.5K | |
| 6 | +$434.1K | |
| 7 | +$289.7K | |
| 8 | +$239.3K | |
| 9 | +$217.7K | |
| 10 | +$202.2K | |
| 11 | +$200.2K | |
| 12 | +$61.0K | |
| 13 | +$42.8K | |
| 14 | +$33.5K | |
| 15 | +$33.3K | |
| 16 | +$30.5K | |
| 17 | +$27.2K | |
| 18 | +$25.9K | |
| 19 | +$22.1K | |
| 20 | +$3.1K | |
| 21 | +$1.2K | |
| 22 | +$36 |