Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Magnus Financial Group LLC | $14.9M |
| 2 | CoreCap Advisors, LLC | $5.4M |
| 3 | FFG RETIREMENT ADVISORS LLC | $5.3M |
| 4 | Merit Financial Group, LLC | $4.7M |
| 5 | Cooper Financial Group | $3.5M |
| 6 | IAMS WEALTH MANAGEMENT, LLC | $2.9M |
| 7 | D.A. DAVIDSON & CO. | $2.1M |
| 8 | Envestnet Portfolio Solutions, Inc. | $1.1M |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $892.0K |
| 10 | SigFig Wealth Management, LLC | $839.2K |
| 11 | Cornerstone Wealth Management, LLC | $753.2K |
| 12 | LexAurum Advisors, LLC | $684.0K |
| 13 | PARSONS CAPITAL MANAGEMENT INC/RI | $467.0K |
| 14 | CLG LLC | $361.6K |
| 15 | J.W. COLE ADVISORS, INC. | $222.5K |
| 16 | Strategic Blueprint, LLC | $204.4K |
| 17 | SALEM INVESTMENT COUNSELORS INC | $48.6K |
| 18 | Evensky & Katz LLC | $33.5K |
| 19 | IFP Advisors, Inc | $29.8K |
| 20 | Mosley Wealth Management | $5.5K |
| 21 | Capital Advisors, Ltd. LLC | $753 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$922.3K | |
| 3 | +$451.7K | |
| 4 | +$431.1K | |
| 5 | +$409.3K | |
| 6 | +$222.5K | |
| 7 | +$204.4K | |
| 8 | +$137.6K | |
| 9 | +$134.5K | |
| 10 | +$120.4K | |
| 11 | +$97.3K | |
| 12 | +$35.4K | |
| 13 | +$32.0K | |
| 14 | +$21.4K | |
| 15 | +$13.4K | |
| 16 | +$5.5K | |
| 17 | +$1.8K | |
| 18 | +$34 | |
| 19 | -$187 | |
| 20 | -$4.6K | |
| 21 | -$40.7K | |
| 22 | -$1.4M |