Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | RICHARDS, MERRILL & PETERSON, INC. | $1.3M |
| 2 | Crescent Sterling, Ltd. | $829.8K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $792.8K |
| 4 | LifeWealth Investments, LLC | $563.5K |
| 5 | B.O.S.S. Retirement Advisors, LLC | $452.9K |
| 6 | Quest 10 Wealth Builders, Inc. | $404.9K |
| 7 | Farther Finance Advisors, LLC | $341.4K |
| 8 | Richardson Capital Management LLC | $246.6K |
| 9 | Key FInancial Inc | $186.6K |
| 10 | Raleigh Capital Management Inc. | $129.9K |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $45.1K |
| 12 | SBI Securities Co., Ltd. | $30.7K |
| 13 | Networth Advisors, LLC | $18.3K |
| 14 | Triumph Capital Management | $12.3K |
| 15 | AdvisorNet Financial, Inc | $11.6K |
| 16 | CoreCap Advisors, LLC | $1.8K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$132.3K | |
| 2 | +$130.7K | |
| 3 | +$66.5K | |
| 4 | +$19.7K | |
| 5 | +$17.0K | |
| 6 | +$8.5K | |
| 7 | +$7.2K | |
| 8 | +$6.4K | |
| 9 | +$4.8K | |
| 10 | +$1.8K | |
| 11 | +$1.6K | |
| 12 | +$1.1K | |
| 13 | +$600 | |
| 14 | +$425 | |
| 15 | -$310 | |
| 16 | -$2.0K | |
| 17 | -$50.2K | |
| 18 | -$142.0K |