Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $20.2M |
| 2 | Prism Advisors, Inc. | $15.9M |
| 3 | Platform Technology Partners | $14.7M |
| 4 | Clear Trail Advisors, LLC | $7.5M |
| 5 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.2M |
| 6 | Merit Financial Group, LLC | $4.4M |
| 7 | Systelligence, LLC | $3.8M |
| 8 | Dynamic Advisor Solutions LLC | $2.7M |
| 9 | Opal Wealth Advisors, LLC | $2.0M |
| 10 | First American Bank | $562.5K |
| 11 | Center for Financial Planning, Inc. | $498.9K |
| 12 | First Heartland Consultants, Inc. | $450.7K |
| 13 | NorthLanding Financial Partners, LLC | $448.6K |
| 14 | Stonebridge Financial Group, LLC / MO | $377.6K |
| 15 | DAVENPORT & Co LLC | $375.3K |
| 16 | PFG Advisors | $330.4K |
| 17 | BOS Asset Management, LLC | $307.1K |
| 18 | Wealthcare Advisory Partners LLC | $302.9K |
| 19 | Cape Investment Advisory, Inc. | $215.2K |
| 20 | IFP Advisors, Inc | $185.4K |
| 21 | Farther Finance Advisors, LLC | $111.0K |
| 22 | WEBSTER BANK, N. A. | $7.8K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$4.0M | |
| 2 | +$1.8M | |
| 3 | +$1.5M | |
| 4 | +$819.6K | |
| 5 | +$701.6K | |
| 6 | +$635.8K | |
| 7 | +$307.1K | |
| 8 | +$302.9K | |
| 9 | +$215.2K | |
| 10 | +$154.9K | |
| 11 | +$50.0K | |
| 12 | +$25.4K | |
| 13 | +$7.8K | |
| 14 | +$3.8K | |
| 15 | +$1.0K | |
| 16 | +$623 | |
| 17 | -$834 | |
| 18 | -$3.3K | |
| 19 | -$5.7K | |
| 20 | -$5.8K | |
| 21 | -$8.5K | |
| 22 | -$58.2K | |
| 23 | -$58.5K | |
| 24 | -$142.9K | |
| 25 | -$281.3K | |
| 26 | -$1.2M |