Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.1M |
| 2 | D.A. DAVIDSON & CO. | $16.8M |
| 3 | Cooper Capital Advisors LLC | $11.0M |
| 4 | Financial Designs Corp | $9.3M |
| 5 | SENTINEL PENSION ADVISORS, LLC | $7.2M |
| 6 | One Charles Private Wealth Services, LLC | $7.0M |
| 7 | Fermata Advisors, LLC | $5.2M |
| 8 | Noble Wealth Management PBC | $2.7M |
| 9 | CASCADE INVESTMENT GROUP, INC. | $1.4M |
| 10 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.4M |
| 11 | Nautilus Advisors LLC | $1.1M |
| 12 | Integras Partners LLC | $897.8K |
| 13 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $769.3K |
| 14 | JM2 Capital Inc. | $380.7K |
| 15 | XY Planning Network, Inc. | $321.7K |
| 16 | Prospera Financial Services Inc | $206.4K |
| 17 | Farther Finance Advisors, LLC | $93.6K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10.4K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$14.5M | |
| 2 | +$1.7M | |
| 3 | +$918.0K | |
| 4 | +$917.8K | |
| 5 | +$897.8K | |
| 6 | +$817.4K | |
| 7 | +$532.1K | |
| 8 | +$423.0K | |
| 9 | +$374.1K | |
| 10 | +$321.7K | |
| 11 | +$290.4K | |
| 12 | +$208.3K | |
| 13 | +$206.4K | |
| 14 | +$101.6K | |
| 15 | +$93.6K | |
| 16 | +$80.4K | |
| 17 | +$78.1K | |
| 18 | +$10.4K | |
| 19 | -$5.2K |