Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Strid Group, LLC | $9.9M |
| 2 | Fluent Financial, LLC | $4.0M |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $3.3M |
| 4 | Platform Technology Partners | $1.8M |
| 5 | DAVENPORT & Co LLC | $1.7M |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M |
| 7 | Embree Financial Group | $1.1M |
| 8 | TME FINANCIAL, INC. | $913.0K |
| 9 | Certified Advisory Corp | $594.3K |
| 10 | RFG Advisory, LLC | $589.5K |
| 11 | ORBA Wealth Advisors, L.L.C. | $537.7K |
| 12 | Integras Partners LLC | $466.9K |
| 13 | ENCOMPASS WEALTH ADVISORS, LLC | $446.4K |
| 14 | Brookwood Investment Group LLC | $321.5K |
| 15 | Alliance Wealth Advisors, LLC | $247.2K |
| 16 | Princeton Global Asset Management LLC | $113.9K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$922.3K | |
| 3 | +$594.3K | |
| 4 | +$466.9K | |
| 5 | +$321.5K | |
| 6 | +$192.0K | |
| 7 | +$70.1K | |
| 8 | +$21.2K | |
| 9 | +$12.8K | |
| 10 | +$708 | |
| 11 | -$7.2K | |
| 12 | -$23.8K | |
| 13 | -$29.4K | |
| 14 | -$47.6K | |
| 15 | -$136.5K | |
| 16 | -$252.7K | |
| 17 | -$791.8K |