Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | FIFTH THIRD SECURITIES, INC. | $8.7M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.2M |
| 3 | J.W. COLE ADVISORS, INC. | $6.7M |
| 4 | D.A. DAVIDSON & CO. | $4.4M |
| 5 | Networth Advisors, LLC | $3.6M |
| 6 | Flaharty Asset Management, LLC | $2.6M |
| 7 | TME FINANCIAL, INC. | $1.7M |
| 8 | Allied Private Wealth LLC | $1.2M |
| 9 | Southland Equity Partners LLC | $1.0M |
| 10 | PARTNERS WEALTH MANAGEMENT, LLC | $882.2K |
| 11 | First Bank & Trust | $701.6K |
| 12 | Nova Wealth Management, Inc. | $696.2K |
| 13 | Legacy Wealth Partners, LLC | $551.4K |
| 14 | Merit Financial Group, LLC | $483.1K |
| 15 | BENJAMIN EDWARDS INC | $309.9K |
| 16 | IFP Advisors, Inc | $291.7K |
| 17 | ADAMSBROWN WEALTH CONSULTANTS LLC | $215.2K |
| 18 | CLIENT 1ST ADVISORY GROUP, LLC | $211.1K |
| 19 | Golden State Wealth Management, LLC | $119.7K |
| 20 | Farther Finance Advisors, LLC | $107.9K |
| 21 | Cape Investment Advisory, Inc. | $14.1K |
| 22 | Quest 10 Wealth Builders, Inc. | $5.6K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$3.3M | |
| 2 | +$903.8K | |
| 3 | +$441.3K | |
| 4 | +$369.4K | |
| 5 | +$309.9K | |
| 6 | +$172.0K | |
| 7 | +$90.3K | |
| 8 | +$30.9K | |
| 9 | +$14.1K | |
| 10 | +$8.7K | |
| 11 | +$6.5K | |
| 12 | +$5.6K | |
| 13 | +$3.7K | |
| 14 | +$1.1K | |
| 15 | -$3.6K | |
| 16 | -$4.8K | |
| 17 | -$21.8K | |
| 18 | -$27.4K | |
| 19 | -$31.8K | |
| 20 | -$180.1K | |
| 21 | -$339.6K | |
| 22 | -$442.3K | |
| 23 | -$2.0M | |
| 24 | -$11.9M | |
| 25 | -$28.9M |