Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M |
| 2 | Diligent Investors, LLC | $1.9M |
| 3 | XML Financial, LLC | $1.7M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M |
| 5 | Fragasso Financial Advisors Inc | $1.4M |
| 6 | IFP Advisors, Inc | $926.0K |
| 7 | DHJJ Financial Advisors, Ltd. | $823.2K |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | $669.6K |
| 9 | Global Trust Wealth Management LLC | $577.5K |
| 10 | BCS Wealth Management | $477.8K |
| 11 | NorthCrest Asset Manangement, LLC | $320.7K |
| 12 | PFS Partners, LLC | $303.9K |
| 13 | Crown Wealth Group, LLC | $263.0K |
| 14 | Accurate Wealth Management, LLC | $239.9K |
| 15 | WINNACLE WEALTH LLC | $213.8K |
| 16 | Capital Investment Advisory Services, LLC | $73.6K |
| 17 | CoreCap Advisors, LLC | $38.6K |
| 18 | EVOLUTION WEALTH MANAGEMENT INC. | $29.8K |
| 19 | Noble Wealth Management PBC | $8.2K |
| 20 | Spire Wealth Management | $7.1K |
| 21 | Cape Investment Advisory, Inc. | $6.8K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$239.9K | |
| 3 | +$110.9K | |
| 4 | +$67.9K | |
| 5 | +$50.3K | |
| 6 | +$48.3K | |
| 7 | +$34.8K | |
| 8 | +$33.0K | |
| 9 | +$25.3K | |
| 10 | +$18.3K | |
| 11 | +$10.9K | |
| 12 | +$9.2K | |
| 13 | +$8.5K | |
| 14 | +$7.5K | |
| 15 | +$6.8K | |
| 16 | +$4.2K | |
| 17 | +$1.7K | |
| 18 | +$466 | |
| 19 | +$404 | |
| 20 | -$17.2K | |
| 21 | -$18.5K | |
| 22 | -$2.4M |