Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | WADDELL & ASSOCIATES, LLC | $46.6M |
| 2 | Quest 10 Wealth Builders, Inc. | $703.1K |
| 3 | Networth Advisors, LLC | $586.4K |
| 4 | Arcadia Wealth Management, LLC | $461.1K |
| 5 | First Heartland Consultants, Inc. | $355.7K |
| 6 | B.O.S.S. Retirement Advisors, LLC | $227.6K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $210.3K |
| 8 | Beacon Financial Strategies CORP | $55.2K |
| 9 | CoreCap Advisors, LLC | $19.7K |
| 10 | SOA Wealth Advisors, LLC. | $18.0K |
| 11 | IFP Advisors, Inc | $9.6K |
| 12 | Farther Finance Advisors, LLC | $8.0K |
| 13 | Cape Investment Advisory, Inc. | $4.9K |
| 14 | COUNTRY TRUST BANK | $1.3K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$8.7M | |
| 2 | +$355.7K | |
| 3 | +$227.6K | |
| 4 | +$210.3K | |
| 5 | +$115.7K | |
| 6 | +$96.4K | |
| 7 | +$70.5K | |
| 8 | +$55.2K | |
| 9 | +$4.9K | |
| 10 | +$3.5K | |
| 11 | +$3.3K | |
| 12 | +$1.4K | |
| 13 | +$229 | |
| 14 | -$5.7K | |
| 15 | -$99.6K |