Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | FOUNDATION RESOURCE MANAGEMENT INC | $15.7M |
| 2 | SteelPeak Wealth, LLC | $5.0M |
| 3 | BWM Planning, LLC | $2.6M |
| 4 | Avondale Wealth Management | $1.2M |
| 5 | Blue Trust, Inc. | $511.3K |
| 6 | Welch Group, LLC | $483.2K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $436.1K |
| 8 | SteelPeak Wealth, LLC | $350.6K |
| 9 | Ironwood Financial, llc | $345.1K |
| 10 | Clark Asset Management, LLC | $250.4K |
| 11 | FOURPATH CAPITAL MANAGEMENT, LLC | $232.1K |
| 12 | Post Resch Tallon Group Inc. | $210.4K |
| 13 | Signature Resources Capital Management, LLC | $45.1K |
| 14 | SIGNATUREFD, LLC | $35.5K |
| 15 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $25.0K |
| 16 | JNBA Financial Advisors | $14.5K |
| 17 | WEBSTER BANK, N. A. | $10.4K |
| 18 | SJS Investment Consulting Inc. | $5.0K |
| 19 | CoreCap Advisors, LLC | $5.0K |
| 20 | Fortis Group Advisors, LLC | $5.0K |
| 21 | PFS Partners, LLC | $5.0K |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.0K |
| 23 | Fruth Investment Management | $636 |
| 24 | WOLFF WIESE MAGANA LLC | $449 |
| 25 | CX Institutional | $53 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$884.6K | |
| 3 | +$367.5K | |
| 4 | +$232.1K | |
| 5 | +$210.4K | |
| 6 | +$190.5K | |
| 7 | +$100.2K | |
| 8 | +$80.4K | |
| 9 | +$71.9K | |
| 10 | +$67.9K | |
| 11 | +$35.2K | |
| 12 | +$33.6K | |
| 13 | +$14.5K | |
| 14 | +$6.3K | |
| 15 | +$3.5K | |
| 16 | +$1.5K | |
| 17 | +$878 | |
| 18 | +$719 | |
| 19 | +$704 | |
| 20 | +$704 | |
| 21 | +$704 | |
| 22 | +$90 | |
| 23 | +$63 | |
| 24 | +$28 | |
| 25 | -$512 | |
| 26 | -$52.6K | |
| 27 | -$596.3K |