Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Aprio Wealth Management, LLC | $26.1M |
| 2 | MinichMacGregor Wealth Management, LLC | $13.1M |
| 3 | Prospera Financial Services Inc | $12.5M |
| 4 | Well Done, LLC | $8.8M |
| 5 | Cadent Capital Advisors, LLC | $5.8M |
| 6 | Apollon Wealth Management, LLC | $2.1M |
| 7 | HARMONY ASSET MANAGEMENT LLC | $1.2M |
| 8 | High Point Wealth Management, LLC | $1.1M |
| 9 | DAVENPORT & Co LLC | $870.5K |
| 10 | Kesler, Norman & Wride, LLC | $494.2K |
| 11 | Financial Partners Group, Inc | $399.9K |
| 12 | DecisionMap Wealth Management, LLC | $291.8K |
| 13 | FLAGSHIP HARBOR ADVISORS, LLC | $226.3K |
| 14 | Howard Capital Management Group, LLC | $209.9K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $79.0K |
| 16 | Spire Wealth Management | $76.6K |
| 17 | Farther Finance Advisors, LLC | $22.2K |
| 18 | Provenance Wealth Advisors, LLC | $20.1K |
| 19 | CITY HOLDING CO | $15.0K |
| 20 | Capital Investment Advisory Services, LLC | $1.4K |
| 21 | SIGNATUREFD, LLC | $47 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$13.1M | |
| 2 | +$12.5M | |
| 3 | +$8.8M | |
| 4 | +$5.8M | |
| 5 | +$5.5M | |
| 6 | +$2.1M | |
| 7 | +$1.2M | |
| 8 | +$870.5K | |
| 9 | +$757.4K | |
| 10 | +$494.2K | |
| 11 | +$399.9K | |
| 12 | +$291.8K | |
| 13 | +$226.3K | |
| 14 | +$209.9K | |
| 15 | +$38.5K | |
| 16 | +$21.1K | |
| 17 | +$20.1K | |
| 18 | +$15.0K | |
| 19 | +$6.0K | |
| 20 | +$264 | |
| 21 | +$8 | |
| 22 | -$5.5K |