Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | ADAMSBROWN WEALTH CONSULTANTS LLC | $16.9M |
| 2 | WT Wealth Management | $5.9M |
| 3 | Fluent Financial, LLC | $4.3M |
| 4 | AAFMAA Wealth Management & Trust LLC | $2.7M |
| 5 | Avior Wealth Management, LLC | $1.3M |
| 6 | ARQ WEALTH ADVISORS, LLC | $1.2M |
| 7 | WARNER FINANCIAL, INC | $628.2K |
| 8 | Telos Capital Management, Inc. | $611.5K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $587.5K |
| 10 | Investment Partners Asset Management, Inc. | $446.7K |
| 11 | Mirae Asset Global Investments Co., Ltd. | $418.8K |
| 12 | Conservest Capital Advisors, Inc. | $371.8K |
| 13 | Financial Partners Group, Inc | $361.9K |
| 14 | Value Investment Professionals, LLC | $360.9K |
| 15 | Mesirow Financial Investment Management, Inc. | $323.7K |
| 16 | PFG Investments, LLC | $264.6K |
| 17 | HHM Wealth Advisors, LLC | $147.6K |
| 18 | Farther Finance Advisors, LLC | $118.8K |
| 19 | Cordant, Inc. | $72.2K |
| 20 | IFP Advisors, Inc | $58.7K |
| 21 | SBI Securities Co., Ltd. | $31.4K |
| 22 | Arlington Trust Co LLC | $9.3K |
| 23 | Activest Wealth Management | $8.1K |
| 24 | Rye Brook Capital LLC | $7.4K |
| 25 | Aventura Private Wealth, LLC | $6.6K |
| 26 | Trust Co | $895 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$4.3M | |
| 2 | +$1.4M | |
| 3 | +$647.7K | |
| 4 | +$418.8K | |
| 5 | +$360.9K | |
| 6 | +$267.6K | |
| 7 | +$261.1K | |
| 8 | +$221.4K | |
| 9 | +$72.2K | |
| 10 | +$55.8K | |
| 11 | +$36.2K | |
| 12 | +$32.9K | |
| 13 | +$22.3K | |
| 14 | +$18.6K | |
| 15 | +$16.2K | |
| 16 | +$16.0K | |
| 17 | +$13.9K | |
| 18 | +$7.4K | |
| 19 | +$7.4K | |
| 20 | +$465 | |
| 21 | +$405 | |
| 22 | +$328 | |
| 23 | +$45 | |
| 24 | -$2.4K | |
| 25 | -$2.7K | |
| 26 | -$8.8K | |
| 27 | -$15.0K | |
| 28 | -$28.1K | |
| 29 | -$332.4K |