Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $44.3M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M |
| 3 | J.W. COLE ADVISORS, INC. | $3.2M |
| 4 | Onyx Bridge Wealth Group LLC | $3.1M |
| 5 | Intrua Financial, LLC | $961.4K |
| 6 | ASPIRIANT, LLC | $778.9K |
| 7 | Herold Advisors, Inc. | $690.0K |
| 8 | BENJAMIN EDWARDS INC | $632.4K |
| 9 | Prospera Financial Services Inc | $515.2K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $479.6K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $463.6K |
| 12 | Englebert Financial Advisers, LLC | $459.9K |
| 13 | IFP Advisors, Inc | $404.0K |
| 14 | Cape Investment Advisory, Inc. | $107.9K |
| 15 | FIRST COMMUNITY TRUST NA | $63.8K |
| 16 | EverSource Wealth Advisors, LLC | $51.6K |
| 17 | Capital Investment Advisory Services, LLC | $44.4K |
| 18 | SOA Wealth Advisors, LLC. | $21.3K |
| 19 | Bogart Wealth, LLC | $16.6K |
| 20 | Aventura Private Wealth, LLC | $15.3K |
| 21 | Triumph Capital Management | $14.3K |
| 22 | Key FInancial Inc | $12.0K |
| 23 | Financial Life Planners | $10.7K |
| 24 | Farther Finance Advisors, LLC | $7.8K |
| 25 | Spire Wealth Management | $5.9K |
| 26 | Aurora Private Wealth, Inc. | $251 |
| 27 | TSFG, LLC | $51 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$3.1M | |
| 2 | +$642.3K | |
| 3 | +$249.5K | |
| 4 | +$152.2K | |
| 5 | +$107.9K | |
| 6 | +$47.7K | |
| 7 | +$39.4K | |
| 8 | +$31.4K | |
| 9 | +$28.8K | |
| 10 | +$18.6K | |
| 11 | +$13.6K | |
| 12 | +$9.1K | |
| 13 | +$4.6K | |
| 14 | +$3.8K | |
| 15 | +$2.6K | |
| 16 | +$2.1K | |
| 17 | +$1.8K | |
| 18 | +$1.2K | |
| 19 | +$1.0K | |
| 20 | +$672 | |
| 21 | +$484 | |
| 22 | +$330 | |
| 23 | +$236 | |
| 24 | -$5 | |
| 25 | -$8 | |
| 26 | -$9.7K | |
| 27 | -$16.7K | |
| 28 | -$125.2K | |
| 29 | -$203.1K | |
| 30 | -$469.7K |