Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Tanager Wealth Management LLP | $42.7M |
| 2 | Brookstone Capital Management | $42.4M |
| 3 | CRUX WEALTH ADVISORS | $13.6M |
| 4 | Carolina Wealth Advisors, LLC | $12.9M |
| 5 | Lord & Richards Wealth Management, LLC | $10.7M |
| 6 | Tailwinds Wealth, LLC | $8.0M |
| 7 | Sightline Wealth Advisors, LLC | $4.7M |
| 8 | First Heartland Consultants, Inc. | $3.7M |
| 9 | SENTINEL PENSION ADVISORS, LLC | $2.1M |
| 10 | Legacy Private Trust Co. | $1.9M |
| 11 | COLLECTIVE FAMILY OFFICE LLC | $1.5M |
| 12 | FIFTH THIRD SECURITIES, INC. | $1.3M |
| 13 | Envestnet Portfolio Solutions, Inc. | $1.0M |
| 14 | Harbour Capital Advisors, LLC | $818.9K |
| 15 | Strong Retirement Solutions LLC | $581.5K |
| 16 | Dynamic Advisor Solutions LLC | $571.0K |
| 17 | Farther Finance Advisors, LLC | $472.9K |
| 18 | Oath Planning, LLC | $223.3K |
| 19 | IFP Advisors, Inc | $70.5K |
| 20 | Kings Path Partners LLC | $32.0K |
| 21 | Princeton Global Asset Management LLC | $7.6K |
| 22 | PARK AVENUE SECURITIES LLC | $2.0K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$5.3M | |
| 2 | +$596.3K | |
| 3 | +$538.5K | |
| 4 | +$259.5K | |
| 5 | +$243.5K | |
| 6 | +$232.4K | |
| 7 | +$223.3K | |
| 8 | +$167.0K | |
| 9 | +$70.5K | |
| 10 | +$42.8K | |
| 11 | +$23.1K | |
| 12 | +$3.5K | |
| 13 | +$231 | |
| 14 | -$27.6K | |
| 15 | -$39.6K | |
| 16 | -$42.2K | |
| 17 | -$47.7K | |
| 18 | -$77.9K | |
| 19 | -$136.1K | |
| 20 | -$267.9K | |
| 21 | -$387.4K | |
| 22 | -$1.7M | |
| 23 | -$5.2M | |
| 24 | -$8.1M |