Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | MIDLAND WEALTH ADVISORS, LLC | $57.1M |
| 2 | AVALON CAPITAL MANAGEMENT | $10.9M |
| 3 | WESPAC Advisors SoCal, LLC | $6.5M |
| 4 | KRAEMATON INVESTMENT ADVISORS, INC | $4.2M |
| 5 | NorthCrest Asset Manangement, LLC | $3.6M |
| 6 | Ferguson Shapiro LLC | $3.1M |
| 7 | Integras Partners LLC | $2.8M |
| 8 | IFP Advisors, Inc | $1.1M |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $618.0K |
| 10 | Bison Wealth, LLC | $409.8K |
| 11 | Mills Wealth Advisors LLC | $408.7K |
| 12 | Echo45 Advisors LLC | $381.6K |
| 13 | Opal Wealth Advisors, LLC | $331.1K |
| 14 | Balefire, LLC | $207.4K |
| 15 | Farther Finance Advisors, LLC | $120.2K |
| 16 | Signature Resources Capital Management, LLC | $45.9K |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.2K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$5.1M | |
| 2 | +$2.8M | |
| 3 | +$2.7M | |
| 4 | +$1.1M | |
| 5 | +$919.2K | |
| 6 | +$618.0K | |
| 7 | +$434.4K | |
| 8 | +$409.8K | |
| 9 | +$408.7K | |
| 10 | +$232.2K | |
| 11 | +$230.0K | |
| 12 | +$207.4K | |
| 13 | +$101.2K | |
| 14 | +$12.8K | |
| 15 | +$12.1K | |
| 16 | +$1.5K | |
| 17 | +$1.1K |