Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $10.5M |
| 2 | Sunflower Bank, N.A. | $9.9M |
| 3 | Dynamic Advisor Solutions LLC | $1.8M |
| 4 | Wealthcare Advisory Partners LLC | $1.5M |
| 5 | PARSONS CAPITAL MANAGEMENT INC/RI | $1.0M |
| 6 | ORBA Wealth Advisors, L.L.C. | $916.8K |
| 7 | Milestones Private Investment Advisors LLC | $765.3K |
| 8 | Financial Solutions Advisory Group, Inc. | $679.0K |
| 9 | GENESIS PRIVATE WEALTH, LLC | $646.6K |
| 10 | Cornerstone Wealth Management, LLC | $565.6K |
| 11 | AdvisorNet Financial, Inc | $518.4K |
| 12 | IFP Advisors, Inc | $488.5K |
| 13 | Brookwood Investment Group LLC | $362.8K |
| 14 | BridgePort Financial Solutions, LLC | $352.0K |
| 15 | BENJAMIN EDWARDS INC | $343.8K |
| 16 | Whitaker-Myers Wealth Managers, LTD. | $333.4K |
| 17 | HOWARD WEALTH MANAGEMENT, LLC | $283.7K |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $247.8K |
| 19 | TITLEIST ASSET MANAGEMENT, LLC | $221.0K |
| 20 | DAVENPORT & Co LLC | $210.3K |
| 21 | Lakeridge Wealth Management LLC | $200.1K |
| 22 | Princeton Global Asset Management LLC | $31.9K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$2.5M | |
| 2 | +$565.6K | |
| 3 | +$550.7K | |
| 4 | +$453.4K | |
| 5 | +$420.0K | |
| 6 | +$383.9K | |
| 7 | +$361.7K | |
| 8 | +$210.3K | |
| 9 | +$200.1K | |
| 10 | +$150.2K | |
| 11 | +$85.2K | |
| 12 | +$66.8K | |
| 13 | +$48.2K | |
| 14 | +$16.2K | |
| 15 | +$1.8K | |
| 16 | +$1.5K | |
| 17 | +$842 | |
| 18 | +$322 | |
| 19 | -$1.9K | |
| 20 | -$22.1K | |
| 21 | -$33.2K | |
| 22 | -$109.4K |