Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | David Kennon Inc | $9.3M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M |
| 3 | IFP Advisors, Inc | $1.1M |
| 4 | J.W. COLE ADVISORS, INC. | $808.9K |
| 5 | Plus Group Wealth Advisors LLC | $634.5K |
| 6 | ARWA LLC | $536.4K |
| 7 | Cannon Advisors, Inc. | $530.8K |
| 8 | BEACON FINANCIAL GROUP | $498.6K |
| 9 | KWB Wealth | $287.7K |
| 10 | PFG Investments, LLC | $202.4K |
| 11 | Farther Finance Advisors, LLC | $183.2K |
| 12 | Holos Integrated Wealth LLC | $57.4K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$808.9K | |
| 2 | +$530.8K | |
| 3 | +$366.5K | |
| 4 | +$287.7K | |
| 5 | +$57.4K | |
| 6 | +$53.1K | |
| 7 | +$32.2K | |
| 8 | -$612 | |
| 9 | -$1.6K | |
| 10 | -$3.5K | |
| 11 | -$37.2K | |
| 12 | -$248.7K | |
| 13 | -$249.3K | |
| 14 | -$267.8K |