Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Sound Income Strategies, LLC | $15.2M |
| 2 | DORVAL Corp | $14.7M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M |
| 4 | Encompass More Asset Management | $1.9M |
| 5 | CGN Advisors LLC | $812.1K |
| 6 | Independent Wealth Network Inc. | $662.8K |
| 7 | North Forty Two & Co. | $389.7K |
| 8 | Bright Futures Wealth Management, LLC. | $291.6K |
| 9 | Farther Finance Advisors, LLC | $63.6K |
| 10 | Capital Investment Advisory Services, LLC | $54.7K |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $23.2K |
| 12 | Cape Investment Advisory, Inc. | $2.1K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$2.8M | |
| 2 | +$764.9K | |
| 3 | +$690.2K | |
| 4 | +$389.7K | |
| 5 | +$110.0K | |
| 6 | +$101.3K | |
| 7 | +$29.9K | |
| 8 | +$2.1K | |
| 9 | +$1.0K | |
| 10 | +$502 | |
| 11 | -$2.8K | |
| 12 | -$10.4K | |
| 13 | -$109.7K |