Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | ST GERMAIN D J CO INC | $31.8M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.8M |
| 3 | Apollon Wealth Management, LLC | $5.2M |
| 4 | HHM Wealth Advisors, LLC | $2.9M |
| 5 | MN Wealth Advisors, LLC | $2.2M |
| 6 | Farther Finance Advisors, LLC | $1.6M |
| 7 | LexAurum Advisors, LLC | $1.2M |
| 8 | Wealth Enhancement Trust Services, Inc. | $762.7K |
| 9 | KELLY FINANCIAL GROUP LLC | $657.4K |
| 10 | Allegheny Financial Group | $637.7K |
| 11 | Targeted Financial Services LLC | $590.5K |
| 12 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $546.5K |
| 13 | ALBION FINANCIAL GROUP /UT | $448.7K |
| 14 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $436.1K |
| 15 | RFG Advisory, LLC | $395.9K |
| 16 | Etesian Wealth Advisors, Inc. | $372.9K |
| 17 | Intrua Financial, LLC | $368.8K |
| 18 | Focus Financial Network, Inc. | $328.9K |
| 19 | Apella Capital, LLC | $213.5K |
| 20 | CLG LLC | $210.7K |
| 21 | Harbor Asset Planning, Inc. | $55.6K |
| 22 | Wagner Wealth Management, LLC | $13.7K |
| 23 | Nova Wealth Management, Inc. | $4.6K |
| 24 | IFP Advisors, Inc | $421 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$850.1K | |
| 2 | +$688.8K | |
| 3 | +$395.9K | |
| 4 | +$210.7K | |
| 5 | +$159.0K | |
| 6 | +$154.9K | |
| 7 | +$106.7K | |
| 8 | +$83.4K | |
| 9 | +$63.6K | |
| 10 | +$45.5K | |
| 11 | +$41.0K | |
| 12 | +$39.0K | |
| 13 | +$34.6K | |
| 14 | +$32.1K | |
| 15 | +$26.4K | |
| 16 | +$26.0K | |
| 17 | +$24.7K | |
| 18 | +$7.2K | |
| 19 | +$7.0K | |
| 20 | +$6.5K | |
| 21 | +$4.2K | |
| 22 | +$332 | |
| 23 | +$30 | |
| 24 | -$2.1K |