Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.5M |
| 2 | Turning Point Benefit Group, Inc. | $4.2M |
| 3 | Merit Financial Group, LLC | $2.5M |
| 4 | PETRA FINANCIAL ADVISORS INC | $1.7M |
| 5 | CORA CAPITAL ADVISORS LLC | $1.6M |
| 6 | Retirement Investment Advisors, Inc. | $1.5M |
| 7 | LexAurum Advisors, LLC | $843.3K |
| 8 | Meriwether Wealth & Planning, LLC | $804.1K |
| 9 | Stewardship Advisors, LLC | $760.0K |
| 10 | Quantum Financial Advisors, LLC | $746.8K |
| 11 | BCO Wealth Management LLC | $548.6K |
| 12 | Patriot Financial Group Insurance Agency, LLC | $543.2K |
| 13 | Apella Capital, LLC | $521.6K |
| 14 | K2 Financial Inc. | $327.5K |
| 15 | Independent Wealth Network Inc. | $310.0K |
| 16 | TCP Asset Management, LLC | $254.3K |
| 17 | WMG Financial Advisors, LLC | $235.7K |
| 18 | RFG Advisory, LLC | $228.3K |
| 19 | Apeiron RIA LLC | $226.4K |
| 20 | Capital Investment Advisory Services, LLC | $183.1K |
| 21 | IFP Advisors, Inc | $107.7K |
| 22 | Blue Trust, Inc. | $31.5K |
| 23 | Cape Investment Advisory, Inc. | $6.1K |
| 24 | Golden State Wealth Management, LLC | $5.1K |
| 25 | Fortis Group Advisors, LLC | $1.5K |
| 26 | SIGNATUREFD, LLC | $1.0K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$5.5M | |
| 2 | +$4.2M | |
| 3 | +$2.5M | |
| 4 | +$1.7M | |
| 5 | +$1.6M | |
| 6 | +$1.5M | |
| 7 | +$843.3K | |
| 8 | +$804.1K | |
| 9 | +$760.0K | |
| 10 | +$746.8K | |
| 11 | +$548.6K | |
| 12 | +$543.2K | |
| 13 | +$521.6K | |
| 14 | +$327.5K | |
| 15 | +$310.0K | |
| 16 | +$254.3K | |
| 17 | +$235.7K | |
| 18 | +$228.3K | |
| 19 | +$226.4K | |
| 20 | +$183.1K | |
| 21 | +$107.7K | |
| 22 | +$31.5K | |
| 23 | +$6.1K | |
| 24 | +$5.1K | |
| 25 | +$1.5K | |
| 26 | +$1.0K |