Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Berkshire Money Management, Inc. | $22.2M |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $1.8M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $955.2K |
| 5 | Clarus Group, Inc. | $932.8K |
| 6 | Nova Wealth Management, Inc. | $849.4K |
| 7 | Financial & Tax Architects, LLC | $489.4K |
| 8 | Spire Wealth Management | $487.0K |
| 9 | LRI Investments, LLC | $340.7K |
| 10 | BankChampaign, National Association | $316.9K |
| 11 | MFA Wealth Services | $224.8K |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $60.4K |
| 13 | EverSource Wealth Advisors, LLC | $33.7K |
| 14 | Blue Trust, Inc. | $15.1K |
| 15 | Trust Co | $11.7K |
| 16 | Cordant, Inc. | $3.6K |
| 17 | Crewe Advisors LLC | $1.4K |
| 18 | SIGNATUREFD, LLC | $19 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$7.4M | |
| 2 | +$955.2K | |
| 3 | +$848.7K | |
| 4 | +$660.8K | |
| 5 | +$489.4K | |
| 6 | +$329.3K | |
| 7 | +$329.1K | |
| 8 | +$224.8K | |
| 9 | +$166.0K | |
| 10 | +$120.3K | |
| 11 | +$106.5K | |
| 12 | +$33.7K | |
| 13 | +$16.4K | |
| 14 | +$5.3K | |
| 15 | +$4.1K | |
| 16 | +$3.6K | |
| 17 | +$483 | |
| 18 | +$7 | |
| 19 | -$20.7K |