Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Holos Integrated Wealth LLC | $9.9M |
| 2 | B. Riley Wealth Advisors, Inc. | $2.2M |
| 3 | Clearwave Capital, LLC | $1.6M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M |
| 5 | Lakeridge Wealth Management LLC | $1.1M |
| 6 | Centurion Wealth Management LLC | $900.1K |
| 7 | NORRIS PERNE & FRENCH LLP/MI | $851.1K |
| 8 | Farther Finance Advisors, LLC | $847.9K |
| 9 | Hoxton Planning & Management, LLC | $815.1K |
| 10 | McGlone Suttner Wealth Management, Inc. | $487.2K |
| 11 | Opus Financial Solutions LLC | $341.2K |
| 12 | Merit Financial Group, LLC | $286.0K |
| 13 | Copper Harbor Investment Advisors, LLC | $244.8K |
| 14 | SOUTHERN CAPITAL ADVISORS, LLC | $211.2K |
| 15 | IFP Advisors, Inc | $132.2K |
| 16 | Roxbury Financial LLC | $106.2K |
| 17 | AdvisorNet Financial, Inc | $95.0K |
| 18 | Spire Wealth Management | $47.3K |
| 19 | Investment Research & Advisory Group, Inc. | $40.7K |
| 20 | Abound Wealth Management | $5.1K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$295.5K | |
| 3 | +$286.0K | |
| 4 | +$153.3K | |
| 5 | +$152.5K | |
| 6 | +$92.2K | |
| 7 | +$36.9K | |
| 8 | +$32.3K | |
| 9 | +$4.7K | |
| 10 | +$884 | |
| 11 | +$42 | |
| 12 | -$114 | |
| 13 | -$266 | |
| 14 | -$2.6K | |
| 15 | -$6.1K | |
| 16 | -$9.9K | |
| 17 | -$72.9K | |
| 18 | -$86.6K | |
| 19 | -$188.4K | |
| 20 | -$257.3K | |
| 21 | -$321.3K |