Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $24.5M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.0M |
| 3 | Discipline Wealth Solutions, LLC | $3.5M |
| 4 | ARQ WEALTH ADVISORS, LLC | $602.9K |
| 5 | J2 Capital Management Inc | $577.2K |
| 6 | Leonard Rickey Investment Advisors P.L.L.C. | $383.4K |
| 7 | HERITAGE OAK WEALTH ADVISORS LLC | $363.3K |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $329.9K |
| 9 | Accurate Wealth Management, LLC | $292.4K |
| 10 | Williams & Novak, LLC | $248.9K |
| 11 | Gratus Wealth Advisors, LLC | $228.2K |
| 12 | AdvisorNet Financial, Inc | $51.7K |
| 13 | Tradewinds Capital Management, LLC | $16.3K |
| 14 | Farther Finance Advisors, LLC | $12.9K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$640.3K | |
| 2 | +$585.3K | |
| 3 | +$248.9K | |
| 4 | +$228.2K | |
| 5 | +$110.5K | |
| 6 | +$62.8K | |
| 7 | +$35.2K | |
| 8 | +$18.3K | |
| 9 | +$12.9K | |
| 10 | +$8.1K | |
| 11 | +$2.5K | |
| 12 | -$133.3K | |
| 13 | -$230.4K | |
| 14 | -$3.0M | |
| 15 | -$3.9M |