Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | FULCRUM WEALTH ADVISORS, LLC | $3.1M |
| 2 | Farther Finance Advisors, LLC | $1.3M |
| 3 | STONE LOFT WEALTH MANAGEMENT LLC | $1.3M |
| 4 | Worth Asset Management, LLC | $1.0M |
| 5 | PRIVATE CLIENT SERVICES, LLC | $959.8K |
| 6 | Mills Wealth Advisors LLC | $680.3K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $612.1K |
| 8 | FCG Investment Co | $592.8K |
| 9 | Flagship Capital Management Inc. | $355.9K |
| 10 | Skyline Advisors, Inc. | $327.1K |
| 11 | Mirador Capital Partners LP | $302.9K |
| 12 | Richard P Slaughter Associates Inc | $247.8K |
| 13 | IAMS WEALTH MANAGEMENT, LLC | $245.0K |
| 14 | Neumann Capital Management, LLC | $204.5K |
| 15 | Robbins Farley | $60.3K |
| 16 | Vermillion Wealth Management, Inc. | $49.9K |
| 17 | West Branch Capital LLC | $16.3K |
| 18 | Fairway Wealth LLC | $15.1K |
| 19 | EverSource Wealth Advisors, LLC | $10.6K |
| 20 | Financial Management Professionals, Inc. | $2.9K |
| 21 | Steigerwald, Gordon & Koch Inc. | $407 |
| 22 | Ulland Investment Advisors, LLC | $40 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$3.1M | |
| 2 | +$1.3M | |
| 3 | +$680.3K | |
| 4 | +$659.6K | |
| 5 | +$612.1K | |
| 6 | +$592.8K | |
| 7 | +$327.1K | |
| 8 | +$204.5K | |
| 9 | +$2.9K | |
| 10 | +$2.5K | |
| 11 | +$353 | |
| 12 | +$125 | |
| 13 | +$104 | |
| 14 | +$49 | |
| 15 | +$40 | |
| 16 | +$24 | |
| 17 | +$2 | |
| 18 | -$88 | |
| 19 | -$26.1K | |
| 20 | -$43.8K | |
| 21 | -$70.8K | |
| 22 | -$205.8K | |
| 23 | -$490.4K | |
| 24 | -$583.9K | |
| 25 | -$1.8M | |
| 26 | -$2.5M | |
| 27 | -$4.6M |