Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M |
| 2 | Noble Wealth Management PBC | $2.7M |
| 3 | IFP Advisors, Inc | $1.5M |
| 4 | Bill Few Associates, Inc. | $1.4M |
| 5 | Trust Investment Advisors | $462.6K |
| 6 | Clarity Asset Management, Inc. | $423.3K |
| 7 | FORONJY FINANCIAL LLC | $414.5K |
| 8 | Virtus Wealth Solutions LLC | $320.2K |
| 9 | Aurdan Capital Management, LLC | $235.0K |
| 10 | Farther Finance Advisors, LLC | $186.1K |
| 11 | DHJJ Financial Advisors, Ltd. | $18.2K |
| 12 | GHP Investment Advisors, Inc. | $10.7K |
| 13 | Spire Wealth Management | $7.7K |
| 14 | Register Financial Advisors LLC | $2.6K |
| 15 | Cordant, Inc. | $943 |
| 16 | Abound Wealth Management | $40 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$242.7K | |
| 2 | +$235.0K | |
| 3 | +$233.7K | |
| 4 | +$130.1K | |
| 5 | +$116.1K | |
| 6 | +$31.4K | |
| 7 | +$25.0K | |
| 8 | -$4 | |
| 9 | -$12 | |
| 10 | -$52 | |
| 11 | -$86 | |
| 12 | -$305 | |
| 13 | -$640 | |
| 14 | -$674 | |
| 15 | -$2.3K | |
| 16 | -$4.2K | |
| 17 | -$34.8K |