Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Prentice Wealth Management LLC | $3.8M |
| 2 | Wealth Advisory Team LLC | $3.7M |
| 3 | Fingerlakes Wealth Management, Inc. | $2.8M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $703.0K |
| 5 | Archer Investment Management, LLC | $682.9K |
| 6 | Aaron Wealth Advisors LLC | $389.6K |
| 7 | Envestnet Portfolio Solutions, Inc. | $313.6K |
| 8 | QUANTUM FINANCIAL PARTNERS LLC | $288.3K |
| 9 | BLUESTEM FINANCIAL ADVISORS, LLC | $218.0K |
| 10 | Fifth Third Wealth Advisors LLC | $213.1K |
| 11 | Farther Finance Advisors, LLC | $146.5K |
| 12 | IFP Advisors, Inc | $81.2K |
| 13 | Wealth Enhancement Trust Services, Inc. | $68.4K |
| 14 | Provenance Wealth Advisors, LLC | $65.3K |
| 15 | Ameliora Wealth Management Ltd. | $40.0K |
| 16 | Colorado Capital Management, Inc. | $20.7K |
| 17 | Spire Wealth Management | $11.5K |
| 18 | FIRST COMMUNITY TRUST NA | $3.7K |
| 19 | PARK AVENUE SECURITIES LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$478.3K | |
| 2 | +$213.1K | |
| 3 | +$189.5K | |
| 4 | +$54.3K | |
| 5 | +$44.2K | |
| 6 | +$33.8K | |
| 7 | +$30.8K | |
| 8 | +$29.9K | |
| 9 | +$9.2K | |
| 10 | +$6.9K | |
| 11 | +$5.6K | |
| 12 | +$3.0K | |
| 13 | +$2.3K | |
| 14 | +$518 | |
| 15 | +$123 | |
| 16 | -$37.8K | |
| 17 | -$58.6K |