Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $22.2M |
| 2 | Sequoia Financial Advisors, LLC | $12.9M |
| 3 | RDA Financial Network | $2.1M |
| 4 | Strategic Blueprint, LLC | $1.9M |
| 5 | B. Riley Wealth Advisors, Inc. | $1.5M |
| 6 | LongView Wealth Management | $1.2M |
| 7 | Two West Capital Advisors LLC | $1.2M |
| 8 | Merit Financial Group, LLC | $575.3K |
| 9 | Aegis Wealth Management, Inc. | $487.4K |
| 10 | Prospera Financial Services Inc | $477.5K |
| 11 | Magnus Financial Group LLC | $299.7K |
| 12 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $259.3K |
| 13 | Elevated Financial Group LLC | $225.9K |
| 14 | J.W. COLE ADVISORS, INC. | $211.2K |
| 15 | PARK AVENUE SECURITIES LLC | $59.9K |
| 16 | Farther Finance Advisors, LLC | $14.2K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.8M | |
| 2 | +$680.5K | |
| 3 | +$286.0K | |
| 4 | +$259.3K | |
| 5 | +$211.2K | |
| 6 | +$197.4K | |
| 7 | +$186.7K | |
| 8 | +$160.1K | |
| 9 | +$148.6K | |
| 10 | +$125.3K | |
| 11 | +$96.5K | |
| 12 | +$71.3K | |
| 13 | +$14.2K | |
| 14 | +$6.2K | |
| 15 | -$324.3K | |
| 16 | -$349.2K |