Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Cooper Capital Advisors LLC | $10.4M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M |
| 3 | Client First Investment Management LLC | $2.3M |
| 4 | National Wealth Management Group, LLC | $2.2M |
| 5 | WealthBridge Capital Management, LLC | $1.7M |
| 6 | D.A. DAVIDSON & CO. | $893.6K |
| 7 | APS Management Group, Inc. | $651.5K |
| 8 | GEM Asset Management, LLC | $428.7K |
| 9 | WILLNER & HELLER, LLC | $293.1K |
| 10 | Worth Asset Management, LLC | $262.2K |
| 11 | Farther Finance Advisors, LLC | $49.0K |
| 12 | HHM Wealth Advisors, LLC | $30.8K |
| 13 | Cape Investment Advisory, Inc. | $12.6K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$2.3M | |
| 3 | +$2.2M | |
| 4 | +$1.5M | |
| 5 | +$651.5K | |
| 6 | +$576.4K | |
| 7 | +$316.3K | |
| 8 | +$89.3K | |
| 9 | +$67.7K | |
| 10 | +$54.6K | |
| 11 | +$12.6K | |
| 12 | +$9.5K | |
| 13 | +$6.4K |