Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $34.1M |
| 2 | Retirement Management Systems Inc. | $29.3M |
| 3 | Sonoma Allocations LLC | $6.0M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M |
| 5 | Strategic Blueprint, LLC | $3.0M |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | $2.7M |
| 7 | Hobart Private Capital, LLC | $909.8K |
| 8 | AdvisorNet Financial, Inc | $776.8K |
| 9 | SURIENCE PRIVATE WEALTH LLC | $631.8K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $591.9K |
| 11 | Capital Investment Advisory Services, LLC | $553.9K |
| 12 | CWC Advisors, LLC. | $401.1K |
| 13 | Meridian Financial Advisors, LLC | $332.8K |
| 14 | Bright Futures Wealth Management, LLC. | $329.6K |
| 15 | Cypress Wealth Services, LLC | $308.9K |
| 16 | Stonebridge Financial Group, LLC / MO | $244.4K |
| 17 | Wealth Enhancement Trust Services, Inc. | $192.5K |
| 18 | IFP Advisors, Inc | $98.2K |
| 19 | Bogart Wealth, LLC | $25.4K |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $18.8K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$4.2M | |
| 2 | +$2.8M | |
| 3 | +$591.9K | |
| 4 | +$491.1K | |
| 5 | +$401.1K | |
| 6 | +$361.7K | |
| 7 | +$326.3K | |
| 8 | +$288.0K | |
| 9 | +$264.7K | |
| 10 | +$111.6K | |
| 11 | +$35.6K | |
| 12 | +$30.2K | |
| 13 | +$17.0K | |
| 14 | +$8.1K | |
| 15 | +$8.1K | |
| 16 | +$6.4K | |
| 17 | +$664 | |
| 18 | +$415 | |
| 19 | -$11.0K | |
| 20 | -$12.6K | |
| 21 | -$16.1K |