Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Wealth Management Partners, LLC | $4.1M |
| 2 | CRUX WEALTH ADVISORS | $2.1M |
| 3 | Sylvest Advisors, LLC | $2.1M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $1.9M |
| 6 | Worthington Financial Partners, LLC | $1.9M |
| 7 | IFP Advisors, Inc | $1.0M |
| 8 | Dominguez Wealth Management Solutions, Inc. | $834.6K |
| 9 | ARS Wealth Advisors Group, LLC | $780.4K |
| 10 | Purus Wealth Management, LLC | $701.4K |
| 11 | Pine Valley Investments Ltd Liability Co | $665.4K |
| 12 | BENJAMIN EDWARDS INC | $628.7K |
| 13 | Cornerstone Wealth Management, LLC | $597.9K |
| 14 | BostonPremier Wealth LLC | $508.7K |
| 15 | Wealthcare Advisory Partners LLC | $495.8K |
| 16 | D.A. DAVIDSON & CO. | $471.2K |
| 17 | J.W. COLE ADVISORS, INC. | $366.0K |
| 18 | PFG Investments, LLC | $328.7K |
| 19 | Sound Income Strategies, LLC | $327.0K |
| 20 | CoreCap Advisors, LLC | $96.7K |
| 21 | GAMMA Investing LLC | $49.3K |
| 22 | HHM Wealth Advisors, LLC | $44.8K |
| 23 | Central Pacific Bank - Trust Division | $44.3K |
| 24 | FARMERS & MERCHANTS INVESTMENTS INC | $15.2K |
| 25 | LANARK FINANCIAL, INC. | $8.3K |
| 26 | Farther Finance Advisors, LLC | $1.9K |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$776.0K | |
| 3 | +$495.8K | |
| 4 | +$402.4K | |
| 5 | +$351.1K | |
| 6 | +$349.3K | |
| 7 | +$227.9K | |
| 8 | +$220.5K | |
| 9 | +$150.9K | |
| 10 | +$143.6K | |
| 11 | +$143.4K | |
| 12 | +$103.1K | |
| 13 | +$89.1K | |
| 14 | +$85.3K | |
| 15 | +$60.4K | |
| 16 | +$57.0K | |
| 17 | +$51.9K | |
| 18 | +$45.6K | |
| 19 | +$44.3K | |
| 20 | +$22.9K | |
| 21 | +$9.1K | |
| 22 | +$8.2K | |
| 23 | +$2.8K | |
| 24 | +$1.5K | |
| 25 | +$329 | |
| 26 | -$249.4K | |
| 27 | -$1.1M |