Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.6M |
| 2 | 5T Wealth, LLC | $2.0M |
| 3 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.6M |
| 4 | Sherman Wealth Management LLC | $1.4M |
| 5 | Apella Capital, LLC | $1.3M |
| 6 | LexAurum Advisors, LLC | $1.1M |
| 7 | RVW Wealth, LLC | $1.0M |
| 8 | Stonehearth Capital Management, LLC | $995.5K |
| 9 | Independent Wealth Network Inc. | $896.5K |
| 10 | Spire Wealth Management | $878.5K |
| 11 | Composition Wealth, LLC | $691.0K |
| 12 | Farther Finance Advisors, LLC | $673.0K |
| 13 | HHM Wealth Advisors, LLC | $548.5K |
| 14 | Vawter Financial, Ltd. | $528.7K |
| 15 | MN Wealth Advisors, LLC | $473.4K |
| 16 | Trilogy Capital Inc. | $253.2K |
| 17 | Lodestone Wealth Management LLC | $98.0K |
| 18 | IFP Advisors, Inc | $52.9K |
| 19 | EverSource Wealth Advisors, LLC | $31.1K |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $17.3K |
| 21 | RICHARDS, MERRILL & PETERSON, INC. | $3.8K |
| 22 | Triumph Capital Management | $2.5K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$430.4K | |
| 2 | +$133.4K | |
| 3 | +$92.2K | |
| 4 | +$57.3K | |
| 5 | +$15.3K | |
| 6 | +$8.9K | |
| 7 | +$8.1K | |
| 8 | +$7.8K | |
| 9 | +$4.1K | |
| 10 | +$2.5K | |
| 11 | +$842 | |
| 12 | +$783 | |
| 13 | +$56 | |
| 14 | +$38 | |
| 15 | -$412 | |
| 16 | -$22.2K | |
| 17 | -$38.5K | |
| 18 | -$45.4K | |
| 19 | -$49.1K | |
| 20 | -$67.1K | |
| 21 | -$238.4K | |
| 22 | -$253.1K | |
| 23 | -$272.2K | |
| 24 | -$423.5K |