Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Annex Advisory Services, LLC | $410.8M |
| 2 | Merit Financial Group, LLC | $143.7M |
| 3 | Goldstein Advisors, LLC | $39.6M |
| 4 | Cornerstone Wealth Management, LLC | $1.4M |
| 5 | JUNCTURE WEALTH STRATEGIES, LLC | $758.3K |
| 6 | LexAurum Advisors, LLC | $685.2K |
| 7 | Stonebridge Financial Group, LLC / MO | $584.7K |
| 8 | Clarity Asset Management, Inc. | $405.8K |
| 9 | Blue Trust, Inc. | $13.2K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$25.6M | |
| 2 | +$4.6M | |
| 3 | +$2.8M | |
| 4 | +$1.4M | |
| 5 | +$758.3K | |
| 6 | +$105.4K | |
| 7 | +$72.6K | |
| 8 | +$58.4K | |
| 9 | +$13.2K |