Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.7M |
| 2 | SAX WEALTH ADVISORS, LLC | $10.3M |
| 3 | UNIQUE WEALTH, LLC | $8.9M |
| 4 | CoreCap Advisors, LLC | $8.5M |
| 5 | Legend Financial Advisors, Inc. | $8.4M |
| 6 | CULTIVAR CAPITAL, INC. | $8.0M |
| 7 | ACIMA PRIVATE WEALTH, LLC | $7.1M |
| 8 | WLTH Capital Management, LLC | $2.7M |
| 9 | Peak Financial Management, Inc. | $2.0M |
| 10 | CAMELOT TECHNOLOGY ADVISORS, INC. | $1.7M |
| 11 | Sharper & Granite LLC | $1.4M |
| 12 | Envestnet Portfolio Solutions, Inc. | $860.3K |
| 13 | Slow Capital, Inc. | $772.4K |
| 14 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $759.0K |
| 15 | IFP Advisors, Inc | $731.9K |
| 16 | Apeiron RIA LLC | $495.7K |
| 17 | Boston Standard Wealth Management, LLC | $380.0K |
| 18 | Upper Left Wealth Management, LLC | $366.1K |
| 19 | Bangor Savings Bank | $360.6K |
| 20 | Mesirow Financial Investment Management, Inc. | $351.9K |
| 21 | Colony Family Offices, LLC | $287.4K |
| 22 | Farther Finance Advisors, LLC | $266.2K |
| 23 | Richardson Capital Management LLC | $35.2K |
| 24 | Wealth Enhancement Trust Services, Inc. | $27.1K |
| 25 | FINANCIAL CONSULATE, INC | $5.2K |
| 26 | Bear Mountain Capital, Inc. | $93 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$1.4M | |
| 3 | +$66.7K | |
| 4 | -$1 | |
| 5 | -$523 | |
| 6 | -$4.7K | |
| 7 | -$6.7K | |
| 8 | -$13.2K | |
| 9 | -$15.9K | |
| 10 | -$17.1K | |
| 11 | -$32.0K | |
| 12 | -$32.7K | |
| 13 | -$35.7K | |
| 14 | -$36.5K | |
| 15 | -$78.0K | |
| 16 | -$86.8K | |
| 17 | -$97.7K | |
| 18 | -$172.6K | |
| 19 | -$212.8K | |
| 20 | -$213.1K | |
| 21 | -$287.3K | |
| 22 | -$628.5K | |
| 23 | -$680.6K | |
| 24 | -$697.5K | |
| 25 | -$821.3K | |
| 26 | -$1.1M | |
| 27 | -$1.2M | |
| 28 | -$1.2M | |
| 29 | -$1.3M | |
| 30 | -$1.8M | |
| 31 | -$7.4M |