Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $7.8M |
| 2 | K2 Financial Inc. | $2.7M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M |
| 4 | PETRA FINANCIAL ADVISORS INC | $967.6K |
| 5 | Apella Capital, LLC | $713.5K |
| 6 | Stewardship Advisors, LLC | $534.4K |
| 7 | LexAurum Advisors, LLC | $202.2K |
| 8 | AdvisorNet Financial, Inc | $60.5K |
| 9 | Cape Investment Advisory, Inc. | $11.2K |
| 10 | Blue Trust, Inc. | $8.1K |
| 11 | IFP Advisors, Inc | $4.4K |
| 12 | HORIZON FINANCIAL SERVICES, LLC | $906 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$2.5M | |
| 2 | +$967.6K | |
| 3 | +$367.0K | |
| 4 | +$216.3K | |
| 5 | +$202.2K | |
| 6 | +$53.0K | |
| 7 | +$32.1K | |
| 8 | +$11.2K | |
| 9 | +$8.1K | |
| 10 | +$906 | |
| 11 | +$336 | |
| 12 | -$94.1K | |
| 13 | -$4.7M |