Snapshot holdings29 / 29 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M |
| 2 | EverSource Wealth Advisors, LLC | $1.8M |
| 3 | LVZ, Inc. | $1.4M |
| 4 | FAMILY WEALTH PARTNERS, LLC | $1.2M |
| 5 | Financial Advisory Corp | $984.8K |
| 6 | Trust Point Inc. | $947.5K |
| 7 | IFP Advisors, Inc | $767.5K |
| 8 | Farther Finance Advisors, LLC | $659.5K |
| 9 | Revisor Wealth Management LLC | $577.0K |
| 10 | Whitaker-Myers Wealth Managers, LTD. | $456.3K |
| 11 | Focus Financial Network, Inc. | $414.4K |
| 12 | LITTLEJOHN FINANCIAL SERVICES, INC. | $299.6K |
| 13 | Legacy Wealth Asset Management, LLC | $267.5K |
| 14 | PFG Advisors | $266.5K |
| 15 | Larry Mathis Financial Planning, LLC | $250.5K |
| 16 | BENJAMIN EDWARDS INC | $233.8K |
| 17 | LifeWealth Investments, LLC | $220.6K |
| 18 | Merit Financial Group, LLC | $218.5K |
| 19 | Crossmark Global Holdings, Inc. | $215.9K |
| 20 | AdvisorNet Financial, Inc | $215.7K |
| 21 | COURIER CAPITAL LLC | $206.4K |
| 22 | JOHNSON INVESTMENT COUNSEL INC | $201.8K |
| 23 | CoreCap Advisors, LLC | $64.2K |
| 24 | Blue Trust, Inc. | $43.2K |
| 25 | PEOPLES FINANCIAL SERVICES CORP. | $23.5K |
| 26 | TRUST CO OF TOLEDO NA /OH/ | $18.5K |
| 27 | Noble Wealth Management PBC | $15.0K |
| 28 | StrongBox Wealth, LLC | $9.9K |
| 29 | CX Institutional | $7 |
Manager changes2026-06-30 vs 2026-03-3133 / 33 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$421.9K | |
| 3 | +$414.4K | |
| 4 | +$330.6K | |
| 5 | +$299.6K | |
| 6 | +$280.6K | |
| 7 | +$267.5K | |
| 8 | +$266.5K | |
| 9 | +$233.8K | |
| 10 | +$220.6K | |
| 11 | +$218.5K | |
| 12 | +$215.9K | |
| 13 | +$206.4K | |
| 14 | +$201.8K | |
| 15 | +$169.6K | |
| 16 | +$169.2K | |
| 17 | +$156.3K | |
| 18 | +$121.0K | |
| 19 | +$109.8K | |
| 20 | +$104.8K | |
| 21 | +$50.2K | |
| 22 | +$13.7K | |
| 23 | +$12.9K | |
| 24 | +$10.7K | |
| 25 | +$9.9K | |
| 26 | +$3.7K | |
| 27 | +$3.0K | |
| 28 | +$1 | |
| 29 | -$12.9K | |
| 30 | -$106.0K | |
| 31 | -$237.2K | |
| 32 | -$308.2K | |
| 33 | -$1.2M |