Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $57.6M |
| 2 | Leisure Capital Management | $18.6M |
| 3 | Golden State Wealth Management, LLC | $14.0M |
| 4 | Archford Capital Strategies, LLC | $12.2M |
| 5 | Wealthcare Advisory Partners LLC | $12.1M |
| 6 | Lantz Financial LLC | $8.9M |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | $4.8M |
| 8 | BENJAMIN EDWARDS INC | $2.8M |
| 9 | Copper Harbor Investment Advisors, LLC | $2.6M |
| 10 | Walsh & Associates, LLC | $1.8M |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.4M |
| 12 | MOODY NATIONAL BANK TRUST DIVISION | $1.2M |
| 13 | Strategic Blueprint, LLC | $1.2M |
| 14 | Independent Wealth Network Inc. | $818.1K |
| 15 | Bill Few Associates, Inc. | $817.4K |
| 16 | SFG Wealth Management, LLC. | $633.7K |
| 17 | SpringVest Wealth Management LLC | $604.6K |
| 18 | Foster Victor Wealth Advisors, LLC | $600.6K |
| 19 | Farther Finance Advisors, LLC | $463.6K |
| 20 | NavPoint Financial, Inc. | $339.4K |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $174.3K |
| 22 | IFP Advisors, Inc | $82.5K |
| 23 | AdvisorNet Financial, Inc | $15.7K |
| 24 | Key FInancial Inc | $6.0K |
| 25 | CoreCap Advisors, LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$13.0M | |
| 2 | +$5.3M | |
| 3 | +$1.9M | |
| 4 | +$1.8M | |
| 5 | +$1.4M | |
| 6 | +$1.3M | |
| 7 | +$999.9K | |
| 8 | +$950.2K | |
| 9 | +$600.6K | |
| 10 | +$424.9K | |
| 11 | +$384.6K | |
| 12 | +$318.0K | |
| 13 | +$181.9K | |
| 14 | +$181.3K | |
| 15 | +$133.0K | |
| 16 | +$71.8K | |
| 17 | +$49.6K | |
| 18 | +$24.0K | |
| 19 | +$12.0K | |
| 20 | +$6.0K | |
| 21 | +$2.3K | |
| 22 | +$1.1K | |
| 23 | -$31.1K | |
| 24 | -$889.1K | |
| 25 | -$1.4M |