Snapshot holdings29 / 29 loaded
| # | ||
|---|---|---|
| 1 | LRI Investments, LLC | $4.5M |
| 2 | Founders Capital Management | $2.4M |
| 3 | Gainplan LLC | $1.3M |
| 4 | Wellspring Financial Advisors, LLC | $769.0K |
| 5 | AdvisorNet Financial, Inc | $754.7K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $554.8K |
| 7 | RFG Advisory, LLC | $461.7K |
| 8 | BRANDYWINE OAK PRIVATE WEALTH LLC | $454.4K |
| 9 | FISCHER INVESTMENT STRATEGIES, LLC | $426.3K |
| 10 | Conservest Capital Advisors, Inc. | $362.5K |
| 11 | Oxinas Partners, LLC | $353.4K |
| 12 | Avior Wealth Management, LLC | $322.6K |
| 13 | Prospera Financial Services Inc | $277.2K |
| 14 | BURNEY CO/ | $271.5K |
| 15 | PFG Investments, LLC | $239.2K |
| 16 | Dynamic Advisor Solutions LLC | $237.4K |
| 17 | Farther Finance Advisors, LLC | $216.4K |
| 18 | Advantage Trust Co | $115.2K |
| 19 | SJS Investment Consulting Inc. | $29.4K |
| 20 | DHJJ Financial Advisors, Ltd. | $28.0K |
| 21 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $6.4K |
| 22 | Tradewinds Capital Management, LLC | $4.9K |
| 23 | PARK NATIONAL CORP /OH/ | $3.9K |
| 24 | Aspect Partners, LLC | $2.5K |
| 25 | SIGNATUREFD, LLC | $2.1K |
| 26 | LifeSteps Financial, Inc. | $1.5K |
| 27 | Vision Retirement, LLC | $637 |
| 28 | Miller Global Investments, LLC | $319 |
| 29 | TFC Financial Management, Inc. | $196 |
Manager changes2026-06-30 vs 2026-03-3132 / 32 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$584.9K | |
| 3 | +$491.3K | |
| 4 | +$322.6K | |
| 5 | +$239.2K | |
| 6 | +$178.6K | |
| 7 | +$177.0K | |
| 8 | +$155.3K | |
| 9 | +$115.2K | |
| 10 | +$104.6K | |
| 11 | +$103.4K | |
| 12 | +$62.5K | |
| 13 | +$55.3K | |
| 14 | +$32.8K | |
| 15 | +$25.2K | |
| 16 | +$20.5K | |
| 17 | +$6.8K | |
| 18 | +$6.4K | |
| 19 | +$1.5K | |
| 20 | +$1.5K | |
| 21 | +$1.1K | |
| 22 | +$902 | |
| 23 | +$734 | |
| 24 | +$474 | |
| 25 | +$319 | |
| 26 | +$147 | |
| 27 | +$45 | |
| 28 | -$14.6K | |
| 29 | -$38.8K | |
| 30 | -$528.3K | |
| 31 | -$634.3K | |
| 32 | -$735.2K |