Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | NOVEM GROUP | $27.4M |
| 2 | Tactive Advisors, LLC | $16.5M |
| 3 | Onyx Bridge Wealth Group LLC | $9.6M |
| 4 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $8.1M |
| 5 | Patriot Financial Group Insurance Agency, LLC | $1.6M |
| 6 | Barnes Wealth Management Group, Inc | $1.3M |
| 7 | Empire Life Investments Inc. | $1.3M |
| 8 | Farther Finance Advisors, LLC | $1.2M |
| 9 | New Covenant Trust Company, N.A. | $693.8K |
| 10 | J.W. COLE ADVISORS, INC. | $667.8K |
| 11 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $658.3K |
| 12 | Moisand Fitzgerald Tamayo, LLC | $639.9K |
| 13 | Dynamic Advisor Solutions LLC | $487.2K |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $453.4K |
| 15 | Brookstone Capital Management | $416.2K |
| 16 | Southland Equity Partners LLC | $360.2K |
| 17 | Clarus Group, Inc. | $336.6K |
| 18 | Apollon Financial, LLC | $227.2K |
| 19 | High Point Wealth Management, LLC | $18.1K |
| 20 | Central Pacific Bank - Trust Division | $9.4K |
| 21 | Rosenberg Matthew Hamilton | $5.7K |
| 22 | Triumph Capital Management | $177 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$4.3M | |
| 2 | +$4.1M | |
| 3 | +$2.5M | |
| 4 | +$1.3M | |
| 5 | +$1.1M | |
| 6 | +$667.8K | |
| 7 | +$639.9K | |
| 8 | +$487.2K | |
| 9 | +$360.2K | |
| 10 | +$336.6K | |
| 11 | +$306.9K | |
| 12 | +$227.2K | |
| 13 | +$165.3K | |
| 14 | +$151.0K | |
| 15 | +$91.0K | |
| 16 | +$80.2K | |
| 17 | +$30.1K | |
| 18 | +$2.4K | |
| 19 | +$1.2K | |
| 20 | +$732 | |
| 21 | +$23 | |
| 22 | -$25.1K | |
| 23 | -$1.2M |