Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Embree Financial Group | $19.4M |
| 2 | KPP Advisory Services LLC | $12.2M |
| 3 | BOS Asset Management, LLC | $8.4M |
| 4 | Colonial River Investments, LLC | $7.6M |
| 5 | StoneCrest Wealth Management, Inc. | $7.2M |
| 6 | Cornerstone Wealth Management, LLC | $3.6M |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | $2.7M |
| 8 | SFG Wealth Management, LLC. | $2.6M |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M |
| 10 | D.A. DAVIDSON & CO. | $1.4M |
| 11 | Boyer Financial Services, Inc. | $716.7K |
| 12 | Wagner Wealth Management, LLC | $475.3K |
| 13 | PFG Advisors | $414.4K |
| 14 | Walleye Partners, LLC | $350.7K |
| 15 | Main Street Group, LTD | $319.1K |
| 16 | Golden State Wealth Management, LLC | $232.0K |
| 17 | StrongBox Wealth, LLC | $128.1K |
| 18 | Triumph Capital Management | $99.8K |
| 19 | Security National Bank | $60.9K |
| 20 | Tradewinds Capital Management, LLC | $8.7K |
| 21 | Farther Finance Advisors, LLC | $4.6K |
| 22 | Key FInancial Inc | $1.2K |
| 23 | Abound Wealth Management | $741 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$7.6M | |
| 2 | +$6.8M | |
| 3 | +$4.2M | |
| 4 | +$3.4M | |
| 5 | +$2.7M | |
| 6 | +$2.6M | |
| 7 | +$1.8M | |
| 8 | +$1.6M | |
| 9 | +$1.4M | |
| 10 | +$589.0K | |
| 11 | +$414.4K | |
| 12 | +$350.7K | |
| 13 | +$326.7K | |
| 14 | +$319.1K | |
| 15 | +$165.0K | |
| 16 | +$128.1K | |
| 17 | +$99.8K | |
| 18 | +$44.6K | |
| 19 | +$16.3K | |
| 20 | +$4.6K | |
| 21 | +$2.3K | |
| 22 | +$741 | |
| 23 | +$317 | |
| 24 | -$26.8K | |
| 25 | -$859.8K |