Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | $13.8M |
| 2 | Onyx Bridge Wealth Group LLC | $9.8M |
| 3 | Legacy Private Trust Co. | $4.4M |
| 4 | MANCHESTER FINANCIAL INC | $3.0M |
| 5 | Duncan Williams Asset Management, LLC | $2.5M |
| 6 | HCR Wealth Advisors | $2.2M |
| 7 | Merit Financial Group, LLC | $1.7M |
| 8 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.7M |
| 9 | Elmwood Wealth Management, Inc. | $1.2M |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.2M |
| 11 | SeaCrest Wealth Management, LLC | $868.5K |
| 12 | Prospera Financial Services Inc | $796.2K |
| 13 | J.W. COLE ADVISORS, INC. | $542.0K |
| 14 | Commonwealth Financial Services, LLC | $454.6K |
| 15 | Intrua Financial, LLC | $354.2K |
| 16 | Wealthcare Advisory Partners LLC | $343.4K |
| 17 | JBR Co Financial Management Inc | $231.8K |
| 18 | Focus Financial Network, Inc. | $224.7K |
| 19 | RDA Financial Network | $217.3K |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $213.1K |
| 21 | HHM Wealth Advisors, LLC | $139.3K |
| 22 | JNBA Financial Advisors | $86.2K |
| 23 | First Pacific Financial | $38.3K |
| 24 | West Branch Capital LLC | $17.7K |
| 25 | TOTH FINANCIAL ADVISORY CORP | $15.3K |
| 26 | DHJJ Financial Advisors, Ltd. | $341 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$1.2M | |
| 3 | +$611.2K | |
| 4 | +$391.1K | |
| 5 | +$360.3K | |
| 6 | +$305.1K | |
| 7 | +$267.3K | |
| 8 | +$224.7K | |
| 9 | +$217.3K | |
| 10 | +$213.1K | |
| 11 | +$176.6K | |
| 12 | +$144.3K | |
| 13 | +$140.9K | |
| 14 | +$92.2K | |
| 15 | +$70.4K | |
| 16 | +$66.5K | |
| 17 | +$55.5K | |
| 18 | +$40.8K | |
| 19 | +$18.5K | |
| 20 | +$17.0K | |
| 21 | +$10.3K | |
| 22 | +$10.1K | |
| 23 | +$3.9K | |
| 24 | +$2.2K | |
| 25 | +$1.9K | |
| 26 | +$41 | |
| 27 | -$6.0K | |
| 28 | -$44.6K | |
| 29 | -$156.4K |