Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $9.0M |
| 2 | Archer Investment Management, LLC | $1.5M |
| 3 | Horst & Graben Wealth Management LLC | $723.5K |
| 4 | Merit Financial Group, LLC | $660.1K |
| 5 | Sharkey, Howes & Javer | $617.5K |
| 6 | SigFig Wealth Management, LLC | $509.1K |
| 7 | Farther Finance Advisors, LLC | $428.2K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $369.3K |
| 9 | RFG Advisory, LLC | $250.7K |
| 10 | CoreCap Advisors, LLC | $149.7K |
| 11 | EverSource Wealth Advisors, LLC | $148.4K |
| 12 | JFS WEALTH ADVISORS, LLC | $37.9K |
| 13 | EVOLUTION WEALTH MANAGEMENT INC. | $30.7K |
| 14 | Physician Wealth Advisors, Inc. | $28.1K |
| 15 | Golden State Wealth Management, LLC | $5.7K |
| 16 | PARK AVENUE SECURITIES LLC | $4.6K |
| 17 | IFP Advisors, Inc | $4.0K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$369.3K | |
| 2 | +$57.0K | |
| 3 | +$39.9K | |
| 4 | +$9.8K | |
| 5 | +$7.0K | |
| 6 | +$4.9K | |
| 7 | +$4.5K | |
| 8 | +$235 | |
| 9 | +$2 | |
| 10 | -$34 | |
| 11 | -$498 | |
| 12 | -$2.7K | |
| 13 | -$4.2K | |
| 14 | -$18.8K | |
| 15 | -$34.4K | |
| 16 | -$66.4K | |
| 17 | -$68.4K | |
| 18 | -$372.0K |