Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | ARQ WEALTH ADVISORS, LLC | $6.0M |
| 2 | Global Wealth Strategies & Associates | $3.7M |
| 3 | GENESIS PRIVATE WEALTH, LLC | $2.9M |
| 4 | Amplius Wealth Advisors, LLC | $2.2M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M |
| 6 | MONEYWISE, INC. | $787.5K |
| 7 | Cornerstone Wealth Management, LLC | $775.2K |
| 8 | Farther Finance Advisors, LLC | $715.2K |
| 9 | Rare Wolf Capital LLC | $704.4K |
| 10 | DAVENPORT & Co LLC | $434.4K |
| 11 | Roan Capital Partners | $415.1K |
| 12 | MassMutual Private Wealth & Trust, FSB | $408.1K |
| 13 | FLAGSHIP HARBOR ADVISORS, LLC | $368.0K |
| 14 | Prospera Financial Services Inc | $268.3K |
| 15 | Horst & Graben Wealth Management LLC | $263.4K |
| 16 | IFP Advisors, Inc | $76.5K |
| 17 | EverSource Wealth Advisors, LLC | $36.8K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$6.0M | |
| 2 | +$590.4K | |
| 3 | +$295.6K | |
| 4 | +$284.2K | |
| 5 | +$214.8K | |
| 6 | +$213.4K | |
| 7 | +$42.4K | |
| 8 | +$11.3K | |
| 9 | +$8.3K | |
| 10 | +$1.6K | |
| 11 | +$1.3K | |
| 12 | -$922 | |
| 13 | -$3.6K | |
| 14 | -$9.5K | |
| 15 | -$15.0K | |
| 16 | -$51.3K | |
| 17 | -$142.6K | |
| 18 | -$154.2K | |
| 19 | -$514.6K |