Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | MISSION WEALTH MANAGEMENT, LP | $5.5M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M |
| 3 | 5T Wealth, LLC | $2.1M |
| 4 | Farther Finance Advisors, LLC | $1.5M |
| 5 | CPC Advisors, LLC | $1.5M |
| 6 | Fairway Wealth LLC | $1.4M |
| 7 | Wealth Architects, LLC | $1.1M |
| 8 | AMARILLO NATIONAL BANK | $716.6K |
| 9 | PFG Investments, LLC | $542.6K |
| 10 | McNamara Financial Services, Inc. | $458.0K |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | $434.8K |
| 12 | Xena Financial Planning, LLC | $303.4K |
| 13 | WINCAP FINANCIAL LLC | $264.8K |
| 14 | Merit Financial Group, LLC | $248.7K |
| 15 | GGM Financial LLC | $231.6K |
| 16 | IFP Advisors, Inc | $206.1K |
| 17 | Apollon Wealth Management, LLC | $203.6K |
| 18 | AdvisorNet Financial, Inc | $185.6K |
| 19 | Triumph Capital Management | $63.8K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$1.8M | |
| 3 | +$1.5M | |
| 4 | +$203.6K | |
| 5 | +$202.6K | |
| 6 | +$158.3K | |
| 7 | +$142.2K | |
| 8 | +$57.0K | |
| 9 | +$41.7K | |
| 10 | +$39.1K | |
| 11 | +$29.6K | |
| 12 | +$12.3K | |
| 13 | +$12.2K | |
| 14 | +$9.8K | |
| 15 | +$3.6K | |
| 16 | +$2.5K | |
| 17 | +$873 | |
| 18 | -$368 | |
| 19 | -$56.9K | |
| 20 | -$74.4K | |
| 21 | -$100.6K | |
| 22 | -$144.6K | |
| 23 | -$451.5K | |
| 24 | -$1.4M |