Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.3M |
| 2 | Wealthquest Corp | $19.9M |
| 3 | First Financial Group Corp | $1.5M |
| 4 | BDFS Capital LLC | $838.7K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $811.0K |
| 6 | EWA, LLC | $670.0K |
| 7 | Farther Finance Advisors, LLC | $404.7K |
| 8 | Wealth Enhancement Trust Services, Inc. | $389.7K |
| 9 | Rockwood Wealth Management, LLC | $327.5K |
| 10 | Strategic Investment Solutions, Inc. /IL | $244.0K |
| 11 | Evanson Financial, LLC | $205.7K |
| 12 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $139.3K |
| 13 | Signature Resources Capital Management, LLC | $123.3K |
| 14 | Crews Bank & Trust | $26.7K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$5.2M | |
| 2 | +$838.7K | |
| 3 | +$389.7K | |
| 4 | +$358.7K | |
| 5 | +$206.0K | |
| 6 | +$100.2K | |
| 7 | +$31.6K | |
| 8 | +$24.2K | |
| 9 | +$11.9K | |
| 10 | +$2.6K | |
| 11 | -$27.9K | |
| 12 | -$134.1K | |
| 13 | -$31.0M |