Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $42.2M |
| 2 | Ignite Planners, LLC | $2.7M |
| 3 | Lee Financial Co | $2.0M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $862.7K |
| 6 | Onyx Bridge Wealth Group LLC | $717.9K |
| 7 | Merit Financial Group, LLC | $631.7K |
| 8 | Patriot Financial Group Insurance Agency, LLC | $585.9K |
| 9 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $269.5K |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $195.1K |
| 11 | Plancorp, LLC | $188.0K |
| 12 | LANARK FINANCIAL, INC. | $182.1K |
| 13 | Pine Valley Investments Ltd Liability Co | $138.8K |
| 14 | DRIVE WEALTH MANAGEMENT, LLC | $137.8K |
| 15 | Canvas Wealth Advisors, LLC | $135.0K |
| 16 | PARK AVENUE SECURITIES LLC | $189 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$461.5K | |
| 2 | +$17.9K | |
| 3 | +$5.5K | |
| 4 | -$14 | |
| 5 | -$980 | |
| 6 | -$10.0K | |
| 7 | -$10.3K | |
| 8 | -$20.0K | |
| 9 | -$22.6K | |
| 10 | -$35.8K | |
| 11 | -$40.4K | |
| 12 | -$52.1K | |
| 13 | -$104.7K | |
| 14 | -$127.7K | |
| 15 | -$147.5K | |
| 16 | -$164.8K | |
| 17 | -$208.9K | |
| 18 | -$659.4K | |
| 19 | -$2.0M |