Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $130.9M |
| 2 | WADDELL & ASSOCIATES, LLC | $84.0M |
| 3 | ARQ WEALTH ADVISORS, LLC | $18.1M |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $6.2M |
| 5 | Bravera Wealth | $5.5M |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.3M |
| 7 | Tactive Advisors, LLC | $2.6M |
| 8 | Investment Partners Asset Management, Inc. | $2.2M |
| 9 | Sonoma Allocations LLC | $1.5M |
| 10 | Nova Wealth Management, Inc. | $928.8K |
| 11 | Prospera Financial Services Inc | $486.1K |
| 12 | Farther Finance Advisors, LLC | $467.5K |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $368.1K |
| 14 | Bogart Wealth, LLC | $350.4K |
| 15 | WILLNER & HELLER, LLC | $283.9K |
| 16 | Wealthcare Advisory Partners LLC | $258.2K |
| 17 | LANARK FINANCIAL, INC. | $89.2K |
| 18 | Capital Investment Advisory Services, LLC | $5.0K |
| 19 | HHM Wealth Advisors, LLC | $294 |
| 20 | Capital Advisors, Ltd. LLC | $3 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$13.9M | |
| 2 | +$5.5M | |
| 3 | +$2.5M | |
| 4 | +$800.1K | |
| 5 | +$767.5K | |
| 6 | +$618.8K | |
| 7 | +$467.5K | |
| 8 | +$417.8K | |
| 9 | +$368.1K | |
| 10 | +$92.8K | |
| 11 | +$85.3K | |
| 12 | +$76.7K | |
| 13 | +$11.7K | |
| 14 | +$2.7K | |
| 15 | +$294 | |
| 16 | +$85 | |
| 17 | $0 | |
| 18 | -$16.7K | |
| 19 | -$54.5K | |
| 20 | -$2.5M | |
| 21 | -$46.4M |