Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $3.5M |
| 2 | Apella Capital, LLC | $1.6M |
| 3 | PETRA FINANCIAL ADVISORS INC | $957.9K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $887.5K |
| 5 | LexAurum Advisors, LLC | $489.4K |
| 6 | CORA CAPITAL ADVISORS LLC | $414.9K |
| 7 | Stewardship Advisors, LLC | $331.5K |
| 8 | Apeiron RIA LLC | $263.8K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$2.6M | |
| 2 | +$957.9K | |
| 3 | +$263.8K | |
| 4 | +$216.9K | |
| 5 | +$73.7K | |
| 6 | +$72.9K | |
| 7 | +$65.3K | |
| 8 | -$235.7K | |
| 9 | -$276.5K |