Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Mirae Asset Global Investments Co., Ltd. | $55.0M |
| 2 | CPC Advisors, LLC | $26.7M |
| 3 | GenWealth Group, Inc. | $26.1M |
| 4 | Cyndeo Wealth Partners, LLC | $9.9M |
| 5 | D.A. DAVIDSON & CO. | $5.3M |
| 6 | Arlington Capital Management, Inc. | $3.3M |
| 7 | Mid-American Wealth Advisory Group, Inc. | $3.0M |
| 8 | Retirement Management Systems Inc. | $3.0M |
| 9 | Prospera Financial Services Inc | $1.4M |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M |
| 11 | Centurion Wealth Management LLC | $831.2K |
| 12 | Williams & Novak, LLC | $685.2K |
| 13 | B.O.S.S. Retirement Advisors, LLC | $512.2K |
| 14 | Ballew Advisors, Inc | $465.5K |
| 15 | Annex Advisory Services, LLC | $222.7K |
| 16 | Farther Finance Advisors, LLC | $197.4K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $162.2K |
| 18 | Networth Advisors, LLC | $37.8K |
| 19 | Decker Retirement Planning Inc. | $15.0K |
| 20 | West Branch Capital LLC | $13.8K |
| 21 | Quest 10 Wealth Builders, Inc. | $9.2K |
| 22 | Bogart Wealth, LLC | $3.3K |
| 23 | Spire Wealth Management | $2.8K |
| 24 | EVOLUTION WEALTH MANAGEMENT INC. | $1.4K |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$512.2K | |
| 3 | +$341.3K | |
| 4 | +$323.9K | |
| 5 | +$52.8K | |
| 6 | +$28.0K | |
| 7 | +$23.4K | |
| 8 | +$15.0K | |
| 9 | +$6.7K | |
| 10 | +$195 | |
| 11 | +$4 | |
| 12 | +$2 | |
| 13 | -$509 | |
| 14 | -$1.6K | |
| 15 | -$7.0K | |
| 16 | -$30.9K | |
| 17 | -$58.4K | |
| 18 | -$68.9K | |
| 19 | -$202.6K | |
| 20 | -$208.8K | |
| 21 | -$238.7K | |
| 22 | -$392.2K | |
| 23 | -$512.6K | |
| 24 | -$572.1K | |
| 25 | -$591.2K | |
| 26 | -$1.1M | |
| 27 | -$1.4M | |
| 28 | -$4.0M | |
| 29 | -$6.3M | |
| 30 | -$23.6M |