Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.26B |
| 2 | Annex Advisory Services, LLC | $237.8M |
| 3 | Trilogy Capital Inc. | $107.7M |
| 4 | Lineweaver Wealth Advisors, LLC | $40.7M |
| 5 | NorthCrest Asset Manangement, LLC | $14.3M |
| 6 | Guardian Financial Partners, LLC | $13.6M |
| 7 | SENTINEL PENSION ADVISORS, LLC | $12.3M |
| 8 | Old Port Advisors | $11.1M |
| 9 | Gallacher Capital Management LLC | $8.0M |
| 10 | Tenzing Financial LLC | $7.5M |
| 11 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $7.3M |
| 12 | Riverbend Wealth Management, LLC | $4.4M |
| 13 | Fermata Advisors, LLC | $2.1M |
| 14 | Wealth Enhancement Trust Services, Inc. | $802.9K |
| 15 | Integras Partners LLC | $744.2K |
| 16 | G&S Capital LLC | $744.1K |
| 17 | Apollon Wealth Management, LLC | $661.5K |
| 18 | Triumph Capital Management | $540.4K |
| 19 | Farther Finance Advisors, LLC | $28.2K |
| 20 | Signature Resources Capital Management, LLC | $10.7K |
| 21 | Golden State Wealth Management, LLC | $1.9K |
| 22 | APPLETON PARTNERS INC/MA | $257 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$184.4M | |
| 2 | +$57.7M | |
| 3 | +$30.2M | |
| 4 | +$2.9M | |
| 5 | +$1.7M | |
| 6 | +$1.2M | |
| 7 | +$1.0M | |
| 8 | +$868.3K | |
| 9 | +$744.2K | |
| 10 | +$581.6K | |
| 11 | +$28.2K | |
| 12 | +$15.7K | |
| 13 | +$1.9K | |
| 14 | +$257 | |
| 15 | -$7 | |
| 16 | -$5.3K | |
| 17 | -$12.0K | |
| 18 | -$26.6K | |
| 19 | -$57.2K | |
| 20 | -$104.4K | |
| 21 | -$255.5K | |
| 22 | -$370.7K | |
| 23 | -$632.5K | |
| 24 | -$1.0M | |
| 25 | -$1.8M |