Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | 4J Wealth Management LLC | $18.8M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.0M |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M |
| 4 | DAVENPORT & Co LLC | $1.4M |
| 5 | Golden State Wealth Management, LLC | $876.3K |
| 6 | BENJAMIN EDWARDS INC | $853.7K |
| 7 | J.W. COLE ADVISORS, INC. | $812.4K |
| 8 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $501.0K |
| 9 | First Heartland Consultants, Inc. | $378.2K |
| 10 | Cornerstone Wealth Management, LLC | $358.9K |
| 11 | JGP Wealth Management, LLC | $330.2K |
| 12 | D.A. DAVIDSON & CO. | $229.0K |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | $202.5K |
| 14 | Farther Finance Advisors, LLC | $16.3K |
| 15 | NorthAvenue LLC | $13.2K |
| 16 | Key FInancial Inc | $2.6K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$2.0M | |
| 3 | +$1.1M | |
| 4 | +$812.4K | |
| 5 | +$229.0K | |
| 6 | +$202.5K | |
| 7 | +$130.1K | |
| 8 | +$72.6K | |
| 9 | +$58.6K | |
| 10 | +$35.8K | |
| 11 | +$33.0K | |
| 12 | +$13.2K | |
| 13 | +$2.6K | |
| 14 | +$1.3K | |
| 15 | -$6.0K | |
| 16 | -$26.7K | |
| 17 | -$1.4M |