Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Key FInancial Inc | $22.8M |
| 2 | Avidian Wealth Enterprises, LLC | $8.4M |
| 3 | First Heartland Consultants, Inc. | $2.2M |
| 4 | JFS WEALTH ADVISORS, LLC | $2.0M |
| 5 | Evanson Financial, LLC | $868.5K |
| 6 | Herold Advisors, Inc. | $786.0K |
| 7 | CoreCap Advisors, LLC | $773.0K |
| 8 | Stonebridge Financial Group, LLC | $693.4K |
| 9 | TopTier Wealth Management, LLC | $574.8K |
| 10 | Meridian Financial Partners LLC | $531.4K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $437.9K |
| 12 | Apella Capital, LLC | $390.1K |
| 13 | Discipline Wealth Solutions, LLC | $390.1K |
| 14 | JNBA Financial Advisors | $357.4K |
| 15 | FIFTH THIRD SECURITIES, INC. | $253.8K |
| 16 | Relyea Zuckerberg Hanson LLC | $230.9K |
| 17 | Sound Stewardship, LLC | $204.8K |
| 18 | Lantz Financial LLC | $200.7K |
| 19 | Farther Finance Advisors, LLC | $161.5K |
| 20 | LRI Investments, LLC | $155.1K |
| 21 | SOA Wealth Advisors, LLC. | $141.5K |
| 22 | Blue Trust, Inc. | $102.4K |
| 23 | IFP Advisors, Inc | $91.8K |
| 24 | Newton One Investments LLC | $46.9K |
| 25 | SIGNATUREFD, LLC | $31.6K |
| 26 | AdvisorNet Financial, Inc | $5.9K |
| 27 | Triumph Capital Management | $1.9K |
| 28 | TSFG, LLC | $7 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$932.5K | |
| 2 | +$827.9K | |
| 3 | +$277.8K | |
| 4 | +$204.8K | |
| 5 | +$200.7K | |
| 6 | +$173.0K | |
| 7 | +$61.1K | |
| 8 | +$59.5K | |
| 9 | +$51.6K | |
| 10 | +$33.5K | |
| 11 | +$30.7K | |
| 12 | +$23.3K | |
| 13 | +$21.5K | |
| 14 | +$19.9K | |
| 15 | +$13.9K | |
| 16 | +$13.3K | |
| 17 | +$11.6K | |
| 18 | +$8.8K | |
| 19 | +$4.0K | |
| 20 | +$2.7K | |
| 21 | +$578 | |
| 22 | +$159 | |
| 23 | +$1 | |
| 24 | -$4.9K | |
| 25 | -$15.3K | |
| 26 | -$15.9K | |
| 27 | -$113.5K | |
| 28 | -$946.0K |