Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Cornerstone Wealth Management, LLC | $6.2M |
| 2 | Wealth Management Partners, LLC | $5.0M |
| 3 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $2.7M |
| 4 | J.W. COLE ADVISORS, INC. | $2.7M |
| 5 | Stonebridge Financial Group, LLC / MO | $2.2M |
| 6 | FIFTH THIRD SECURITIES, INC. | $1.9M |
| 7 | Certified Advisory Corp | $1.3M |
| 8 | Nova Wealth Management, Inc. | $1.3M |
| 9 | WILLNER & HELLER, LLC | $1.3M |
| 10 | TrueWealth Advisors, LLC | $1.2M |
| 11 | Merit Financial Group, LLC | $1.2M |
| 12 | IFP Advisors, Inc | $1.1M |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $981.8K |
| 14 | Apeiron RIA LLC | $957.5K |
| 15 | Golden State Wealth Management, LLC | $950.5K |
| 16 | NWAM LLC | $614.8K |
| 17 | L. Roy Papp & Associates, LLP | $519.1K |
| 18 | PFG Advisors | $389.6K |
| 19 | TCFG Investment Advisors, LLC | $302.0K |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $301.9K |
| 21 | TRUEFG, LLC | $294.8K |
| 22 | Farther Finance Advisors, LLC | $260.4K |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $173.0K |
| 24 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $46.3K |
| 25 | LANARK FINANCIAL, INC. | $34.0K |
| 26 | Blue Trust, Inc. | $16.9K |
| 27 | Cape Investment Advisory, Inc. | $14.4K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$6.2M | |
| 2 | +$1.3M | |
| 3 | +$1.0M | |
| 4 | +$681.2K | |
| 5 | +$624.8K | |
| 6 | +$548.9K | |
| 7 | +$409.9K | |
| 8 | +$310.7K | |
| 9 | +$263.6K | |
| 10 | +$257.1K | |
| 11 | +$223.4K | |
| 12 | +$191.8K | |
| 13 | +$186.6K | |
| 14 | +$169.6K | |
| 15 | +$147.4K | |
| 16 | +$106.6K | |
| 17 | +$90.0K | |
| 18 | +$62.0K | |
| 19 | +$60.5K | |
| 20 | +$50.8K | |
| 21 | +$43.6K | |
| 22 | +$41.4K | |
| 23 | +$30.7K | |
| 24 | +$14.4K | |
| 25 | +$9.5K | |
| 26 | +$7.0K | |
| 27 | +$3.5K | |
| 28 | -$67.0K |