Snapshot holdings29 / 29 loaded
| # | ||
|---|---|---|
| 1 | Wealth Alliance Advisory Group, LLC | $15.0M |
| 2 | Apella Capital, LLC | $14.7M |
| 3 | Heck Capital Advisors, LLC | $10.9M |
| 4 | KELLY FINANCIAL GROUP LLC | $3.0M |
| 5 | CGN Advisors LLC | $2.5M |
| 6 | Legacy Private Trust Co. | $2.4M |
| 7 | ACT Advisors, LLC. | $2.2M |
| 8 | Independent Wealth Network Inc. | $1.9M |
| 9 | Arlington Financial Advisors, LLC | $1.2M |
| 10 | Cobblestone Asset Management LLC | $959.4K |
| 11 | Sharkey, Howes & Javer | $766.4K |
| 12 | NORTHBRIDGE FINANCIAL GROUP, LLC | $748.1K |
| 13 | MN Wealth Advisors, LLC | $605.7K |
| 14 | Alpha Omega Wealth Management LLC | $557.5K |
| 15 | 5T Wealth, LLC | $416.6K |
| 16 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $367.1K |
| 17 | XY Planning Network, Inc. | $355.3K |
| 18 | Composition Wealth, LLC | $310.3K |
| 19 | Ignite Planners, LLC | $263.2K |
| 20 | IFP Advisors, Inc | $239.0K |
| 21 | LOCKERMAN FINANCIAL GROUP, INC. | $231.4K |
| 22 | Rosenberg Matthew Hamilton | $140.8K |
| 23 | Farther Finance Advisors, LLC | $61.0K |
| 24 | LGT Financial Advisors LLC | $34.4K |
| 25 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $12.6K |
| 26 | Lodestone Wealth Management LLC | $6.3K |
| 27 | Spire Wealth Management | $3.8K |
| 28 | PARK AVENUE SECURITIES LLC | $1.1K |
| 29 | SBI Securities Co., Ltd. | $414 |
Manager changes2026-06-30 vs 2026-03-3136 / 36 loaded
| # | ||
|---|---|---|
| 1 | +$793.1K | |
| 2 | +$479.1K | |
| 3 | +$355.3K | |
| 4 | +$125.2K | |
| 5 | +$106.3K | |
| 6 | +$94.5K | |
| 7 | +$91.4K | |
| 8 | +$35.5K | |
| 9 | +$20.7K | |
| 10 | +$12.5K | |
| 11 | +$6.1K | |
| 12 | +$3.0K | |
| 13 | +$75 | |
| 14 | +$52 | |
| 15 | +$41 | |
| 16 | -$1 | |
| 17 | -$26 | |
| 18 | -$4.0K | |
| 19 | -$4.1K | |
| 20 | -$4.3K | |
| 21 | -$14.2K | |
| 22 | -$14.8K | |
| 23 | -$19.1K | |
| 24 | -$19.8K | |
| 25 | -$40.3K | |
| 26 | -$40.4K | |
| 27 | -$91.4K | |
| 28 | -$133.2K | |
| 29 | -$213.1K | |
| 30 | -$226.2K | |
| 31 | -$233.9K | |
| 32 | -$283.9K | |
| 33 | -$323.0K | |
| 34 | -$484.5K | |
| 35 | -$831.4K | |
| 36 | -$1.3M |