Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | PFG Investments, LLC | $21.0M |
| 2 | VSM Wealth Advisory, LLC | $5.1M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M |
| 4 | Stewardship Advisors, LLC | $3.7M |
| 5 | SAX WEALTH ADVISORS, LLC | $1.2M |
| 6 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $954.5K |
| 7 | Capital Advantage, Inc. | $865.6K |
| 8 | Mason & Associates Inc | $740.0K |
| 9 | Farther Finance Advisors, LLC | $669.3K |
| 10 | LexAurum Advisors, LLC | $660.1K |
| 11 | Koenig Investment Advisory, LLC | $553.7K |
| 12 | Bond & Devick Financial Network, Inc. | $369.2K |
| 13 | COREPATH WEALTH PARTNERS LLC | $359.9K |
| 14 | First Heartland Consultants, Inc. | $299.5K |
| 15 | Fragasso Financial Advisors Inc | $261.6K |
| 16 | Dynamic Advisor Solutions LLC | $260.1K |
| 17 | Towerpoint Wealth, LLC | $242.3K |
| 18 | Mascoma Wealth Management LLC | $198.1K |
| 19 | Wealth Enhancement Trust Services, Inc. | $91.7K |
| 20 | PFS Partners, LLC | $63.8K |
| 21 | ST GERMAIN D J CO INC | $26.9K |
| 22 | MJT & Associates Financial Advisory Group, Inc. | $1.1K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$5.1M | |
| 2 | +$994.9K | |
| 3 | +$660.1K | |
| 4 | +$547.1K | |
| 5 | +$88.3K | |
| 6 | +$48.3K | |
| 7 | +$24.5K | |
| 8 | +$22.1K | |
| 9 | +$11.1K | |
| 10 | +$7.8K | |
| 11 | +$6.5K | |
| 12 | +$801 | |
| 13 | +$50 | |
| 14 | +$27 | |
| 15 | $0 | |
| 16 | -$872 | |
| 17 | -$1.8K | |
| 18 | -$2.3K | |
| 19 | -$3.3K | |
| 20 | -$5.8K | |
| 21 | -$182.9K | |
| 22 | -$539.5K | |
| 23 | -$1.4M |