Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Brucke Financial, Inc. | $20.6M |
| 2 | Apella Capital, LLC | $12.2M |
| 3 | AA Financial Advisors, LLC | $10.3M |
| 4 | Foguth Wealth Management, LLC. | $7.8M |
| 5 | BLVD Private Wealth, LLC | $6.3M |
| 6 | Wealth Group Ltd | $860.2K |
| 7 | DHJJ Financial Advisors, Ltd. | $806.9K |
| 8 | Nicholas Wealth, LLC. | $778.3K |
| 9 | Accurate Wealth Management, LLC | $232.2K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$1.8M | |
| 3 | +$1.6M | |
| 4 | +$644.6K | |
| 5 | +$628.8K | |
| 6 | +$232.2K | |
| 7 | +$213.6K | |
| 8 | +$46.3K | |
| 9 | +$42.2K |