Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Herold Advisors, Inc. | $5.5M |
| 2 | Synergy Asset Management, LLC | $3.0M |
| 3 | RFG Advisory, LLC | $2.9M |
| 4 | FIFTH THIRD SECURITIES, INC. | $1.8M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $485.5K |
| 6 | Southland Equity Partners LLC | $398.2K |
| 7 | Dynamic Advisor Solutions LLC | $280.7K |
| 8 | Brookwood Investment Group LLC | $207.3K |
| 9 | Bison Wealth, LLC | $204.2K |
| 10 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $21.4K |
| 11 | Farther Finance Advisors, LLC | $5.6K |
| 12 | Capital Advisors, Ltd. LLC | $376 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$3.0M | |
| 2 | +$1.2M | |
| 3 | +$342.2K | |
| 4 | +$207.3K | |
| 5 | +$147.8K | |
| 6 | +$113.6K | |
| 7 | +$34.5K | |
| 8 | +$30.1K | |
| 9 | +$1.1K | |
| 10 | +$650 | |
| 11 | +$42 | |
| 12 | -$25.6K |