Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Foguth Wealth Management, LLC. | $11.2M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M |
| 3 | JAMES INVESTMENT RESEARCH, INC. | $643.7K |
| 4 | Bison Wealth, LLC | $570.2K |
| 5 | Sound Income Strategies, LLC | $303.8K |
| 6 | Farther Finance Advisors, LLC | $151.7K |
| 7 | LANARK FINANCIAL, INC. | $92.9K |
| 8 | HHM Wealth Advisors, LLC | $29.6K |
| 9 | Provenance Wealth Advisors, LLC | $24.4K |
| 10 | Capital Investment Advisory Services, LLC | $4.8K |
| 11 | SBI Securities Co., Ltd. | $626 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$370.7K | |
| 3 | +$220.3K | |
| 4 | +$73.5K | |
| 5 | +$22.4K | |
| 6 | +$7.1K | |
| 7 | +$5.9K | |
| 8 | +$1.2K | |
| 9 | +$443 | |
| 10 | -$63.6K | |
| 11 | -$80.5K |