Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.2M |
| 2 | O'Connor Financial Group LLC | $15.2M |
| 3 | MONEYWISE, INC. | $8.9M |
| 4 | Legacy Wealth Asset Management, LLC | $8.0M |
| 5 | EverSource Wealth Advisors, LLC | $2.3M |
| 6 | SageOak Financial, LLC | $1.8M |
| 7 | Merit Financial Group, LLC | $1.8M |
| 8 | First Heartland Consultants, Inc. | $1.7M |
| 9 | IFP Advisors, Inc | $1.5M |
| 10 | Strategic Blueprint, LLC | $1.4M |
| 11 | Meriwether Wealth & Planning, LLC | $446.6K |
| 12 | BAM Wealth Management, LLC | $319.3K |
| 13 | Security Financial Services, INC. | $298.7K |
| 14 | LGT Financial Advisors LLC | $99.5K |
| 15 | AdvisorNet Financial, Inc | $6.9K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$10.0M | |
| 2 | +$2.2M | |
| 3 | +$1.6M | |
| 4 | +$1.5M | |
| 5 | +$527.7K | |
| 6 | +$253.1K | |
| 7 | +$239.4K | |
| 8 | +$220.9K | |
| 9 | +$196.2K | |
| 10 | +$62.9K | |
| 11 | +$62.6K | |
| 12 | +$60.7K | |
| 13 | +$45.2K | |
| 14 | +$14.5K | |
| 15 | +$998 | |
| 16 | -$385.3K |