Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Whitaker-Myers Wealth Managers, LTD. | $17.6M |
| 2 | Heck Capital Advisors, LLC | $7.3M |
| 3 | Johnson & White Wealth Management, LLC | $5.6M |
| 4 | Armbruster Capital Management, Inc. | $3.3M |
| 5 | CFG Wealth Management Services, Inc. | $2.2M |
| 6 | Decker Retirement Planning Inc. | $1.8M |
| 7 | Merit Financial Group, LLC | $1.1M |
| 8 | Sequoia Financial Advisors, LLC | $839.5K |
| 9 | WealthBridge Capital Management, LLC | $775.5K |
| 10 | Prospera Financial Services Inc | $502.4K |
| 11 | McNaughton Wealth Management, LLC | $469.9K |
| 12 | PFG Advisors | $459.7K |
| 13 | BROWN WEALTH MANAGEMENT, LLC | $428.9K |
| 14 | SteelPeak Wealth, LLC | $371.5K |
| 15 | Wagner Wealth Management, LLC | $361.6K |
| 16 | FIFTH THIRD SECURITIES, INC. | $279.4K |
| 17 | Delta Wealth Advisors LLC | $243.6K |
| 18 | GHP Investment Advisors, Inc. | $216.0K |
| 19 | Sovereign Financial Group, Inc. | $213.2K |
| 20 | Capital Investment Advisory Services, LLC | $107.6K |
| 21 | Main Street Group, LTD | $77.1K |
| 22 | Aventura Private Wealth, LLC | $11.1K |
| 23 | DHJJ Financial Advisors, Ltd. | $9.3K |
| 24 | Vermillion Wealth Management, Inc. | $7.2K |
| 25 | TOTH FINANCIAL ADVISORY CORP | $5.2K |
| 26 | IFP Advisors, Inc | $2.7K |
| 27 | CoreCap Advisors, LLC | $1.8K |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$360.1K | |
| 3 | +$100.2K | |
| 4 | +$44.6K | |
| 5 | +$21.3K | |
| 6 | +$14.8K | |
| 7 | +$5.8K | |
| 8 | +$1.8K | |
| 9 | +$1.6K | |
| 10 | +$541 | |
| 11 | +$493 | |
| 12 | +$492 | |
| 13 | +$322 | |
| 14 | +$245 | |
| 15 | +$177 | |
| 16 | +$6 | |
| 17 | +$3 | |
| 18 | +$2 | |
| 19 | $0 | |
| 20 | -$896 | |
| 21 | -$5.9K | |
| 22 | -$6.1K | |
| 23 | -$6.8K | |
| 24 | -$38.0K | |
| 25 | -$51.6K | |
| 26 | -$144.3K | |
| 27 | -$168.5K | |
| 28 | -$447.4K | |
| 29 | -$10.3M |