Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Wellment Financial | $3.9M |
| 2 | Strategic Blueprint, LLC | $1.8M |
| 3 | Quest 10 Wealth Builders, Inc. | $1.2M |
| 4 | LifeWealth Investments, LLC | $286.2K |
| 5 | DAVENPORT & Co LLC | $210.1K |
| 6 | Mosley Wealth Management | $153.0K |
| 7 | Decker Retirement Planning Inc. | $86.5K |
| 8 | Networth Advisors, LLC | $82.7K |
| 9 | AdvisorNet Financial, Inc | $57.3K |
| 10 | LANARK FINANCIAL, INC. | $19.6K |
| 11 | CoreCap Advisors, LLC | $6.2K |
| 12 | IFP Advisors, Inc | $2.7K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$210.1K | |
| 2 | +$181.4K | |
| 3 | +$166.1K | |
| 4 | +$153.0K | |
| 5 | +$144.9K | |
| 6 | +$63.7K | |
| 7 | +$7.1K | |
| 8 | +$6.2K | |
| 9 | +$5.4K | |
| 10 | +$1.9K | |
| 11 | +$260 | |
| 12 | -$11.5K |