Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | CRUX WEALTH ADVISORS | $11.3M |
| 2 | StoneCrest Wealth Management, Inc. | $9.8M |
| 3 | Merit Financial Group, LLC | $8.2M |
| 4 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $8.2M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M |
| 6 | Financial Partners Group, Inc | $4.5M |
| 7 | Noble Wealth Management PBC | $3.9M |
| 8 | Next Level Private LLC | $3.2M |
| 9 | IFP Advisors, Inc | $3.1M |
| 10 | GGM Financial LLC | $3.0M |
| 11 | Copper Harbor Investment Advisors, LLC | $1.7M |
| 12 | Baron Wealth Management LLC | $1.1M |
| 13 | 5T Wealth, LLC | $944.1K |
| 14 | LAUREL OAK WEALTH MANAGEMENT, LLC | $913.8K |
| 15 | MN Wealth Advisors, LLC | $346.5K |
| 16 | Essex Bank | $281.2K |
| 17 | PARK AVENUE SECURITIES LLC | $2.6K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$1.2M | |
| 3 | +$1.2M | |
| 4 | +$1.1M | |
| 5 | +$962.7K | |
| 6 | +$959.8K | |
| 7 | +$784.1K | |
| 8 | +$705.5K | |
| 9 | +$637.6K | |
| 10 | +$591.4K | |
| 11 | +$346.5K | |
| 12 | +$267.3K | |
| 13 | +$113.0K | |
| 14 | +$16.5K | |
| 15 | +$570 | |
| 16 | -$11.9K | |
| 17 | -$128.5K | |
| 18 | -$1.6M |