Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Teamwork Financial Advisors, LLC | $26.0M |
| 2 | American Financial Advisors, LLC | $12.5M |
| 3 | TrueWealth Advisors, LLC | $11.7M |
| 4 | Pinnacle Wealth Management, LLC | $10.4M |
| 5 | First Heartland Consultants, Inc. | $9.9M |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M |
| 7 | E&G Advisors, LLC | $590.8K |
| 8 | Prospera Financial Services Inc | $439.5K |
| 9 | LexAurum Advisors, LLC | $379.7K |
| 10 | Fulcrum Equity Management | $302.2K |
| 11 | Whitaker-Myers Wealth Managers, LTD. | $230.2K |
| 12 | Holos Integrated Wealth LLC | $44.6K |
| 13 | Versant Capital Management, Inc | $40.5K |
| 14 | SOA Wealth Advisors, LLC. | $27.4K |
| 15 | AdvisorNet Financial, Inc | $9.6K |
| 16 | Farther Finance Advisors, LLC | $6.3K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$12.5M | |
| 2 | +$5.9M | |
| 3 | +$2.8M | |
| 4 | +$2.6M | |
| 5 | +$490.7K | |
| 6 | +$302.2K | |
| 7 | +$240.7K | |
| 8 | +$230.2K | |
| 9 | +$145.5K | |
| 10 | +$40.5K | |
| 11 | +$11.0K | |
| 12 | +$9.6K | |
| 13 | +$6.3K | |
| 14 | +$3.8K | |
| 15 | -$24.3K | |
| 16 | -$216.8K |