Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Plan A Wealth LLC | $31.3M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M |
| 3 | RFG Advisory, LLC | $3.0M |
| 4 | TrueWealth Advisors, LLC | $2.3M |
| 5 | EverSource Wealth Advisors, LLC | $2.0M |
| 6 | First Heartland Consultants, Inc. | $1.9M |
| 7 | Merit Financial Group, LLC | $1.5M |
| 8 | Abundance Wealth Counselors | $634.8K |
| 9 | Synergy Asset Management, LLC | $536.3K |
| 10 | TrustWell Financial Advisors, LLC | $390.1K |
| 11 | Strategic Blueprint, LLC | $270.1K |
| 12 | IFP Advisors, Inc | $245.5K |
| 13 | Security Financial Services, INC. | $214.8K |
| 14 | Farther Finance Advisors, LLC | $41.1K |
| 15 | AdvisorNet Financial, Inc | $12.7K |
| 16 | CX Institutional | $132 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$4.0M | |
| 2 | +$3.2M | |
| 3 | +$787.2K | |
| 4 | +$729.1K | |
| 5 | +$536.3K | |
| 6 | +$390.1K | |
| 7 | +$373.9K | |
| 8 | +$371.4K | |
| 9 | +$349.1K | |
| 10 | +$214.8K | |
| 11 | +$163.5K | |
| 12 | +$41.1K | |
| 13 | +$37.8K | |
| 14 | +$23.7K | |
| 15 | +$1.6K | |
| 16 | +$6 | |
| 17 | -$6.8K | |
| 18 | -$363.2K |