Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | SENTINEL PENSION ADVISORS, LLC | $61.1M |
| 2 | Innovative Wealth Building LLC | $4.2M |
| 3 | DAVENPORT & Co LLC | $3.4M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M |
| 5 | CRUX WEALTH ADVISORS | $1.7M |
| 6 | IFC & Insurance Marketing, Inc. | $1.4M |
| 7 | Advisory Resource Group | $970.7K |
| 8 | Fifth Third Wealth Advisors LLC | $748.5K |
| 9 | Farther Finance Advisors, LLC | $731.3K |
| 10 | XY Planning Network, Inc. | $475.8K |
| 11 | Certified Advisory Corp | $371.8K |
| 12 | Key FInancial Inc | $279.6K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $238.4K |
| 14 | Arlington Trust Co LLC | $100.6K |
| 15 | Abound Wealth Management | $33.1K |
| 16 | CGC Financial Services, LLC | $24.1K |
| 17 | IFP Advisors, Inc | $24.1K |
| 18 | Kings Path Partners LLC | $19.7K |
| 19 | SIGNATUREFD, LLC | $78 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$7.0M | |
| 2 | +$3.4M | |
| 3 | +$475.8K | |
| 4 | +$448.4K | |
| 5 | +$216.2K | |
| 6 | +$152.8K | |
| 7 | +$100.6K | |
| 8 | +$92.0K | |
| 9 | +$61.6K | |
| 10 | +$53.3K | |
| 11 | +$2.4K | |
| 12 | +$1.7K | |
| 13 | +$1.7K | |
| 14 | +$1.6K | |
| 15 | -$3.2K | |
| 16 | -$10.1K | |
| 17 | -$14.1K | |
| 18 | -$17.5K | |
| 19 | -$147.1K | |
| 20 | -$324.2K | |
| 21 | -$725.7K |