Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $396.6K |
| 2 | Merit Financial Group, LLC | $339.7K |
| 3 | LANARK FINANCIAL, INC. | $62.3K |
| 4 | Hilltop National Bank | $20.0K |
| 5 | IFP Advisors, Inc | $19.4K |
| 6 | PFS Partners, LLC | $13.4K |
| 7 | Farther Finance Advisors, LLC | $7.8K |
| 8 | CoreCap Advisors, LLC | $5.7K |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $4.4K |
| 10 | Roxbury Financial LLC | $3.9K |
| 11 | CX Institutional | $989 |
| 12 | City State Bank | $953 |
| 13 | GHP Investment Advisors, Inc. | $842 |
| 14 | SOA Wealth Advisors, LLC. | $461 |
| 15 | Financial Life Planners | $16 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | $0 | |
| 2 | -$1 | |
| 3 | -$3 | |
| 4 | -$10 | |
| 5 | -$15 | |
| 6 | -$40 | |
| 7 | -$49 | |
| 8 | -$65 | |
| 9 | -$68 | |
| 10 | -$158 | |
| 11 | -$180 | |
| 12 | -$226 | |
| 13 | -$703 | |
| 14 | -$21.7K | |
| 15 | -$49.6K |