Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | ARQ WEALTH ADVISORS, LLC | $6.6M |
| 2 | Financial Enhancement Group LLC | $4.7M |
| 3 | HARMONY ASSET MANAGEMENT LLC | $3.8M |
| 4 | Sowell Financial Services LLC | $3.2M |
| 5 | Dynamic Advisor Solutions LLC | $3.1M |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $2.8M |
| 7 | Cambridge Advisors Inc. | $1.1M |
| 8 | Bay Rivers Group | $959.5K |
| 9 | First Heartland Consultants, Inc. | $614.9K |
| 10 | BLUE JEAN FINANCIAL LLC | $586.3K |
| 11 | Heck Capital Advisors, LLC | $412.5K |
| 12 | Chatterton & Associates Inc. | $232.8K |
| 13 | CGC Financial Services, LLC | $104.5K |
| 14 | Golden State Wealth Management, LLC | $102.3K |
| 15 | LANARK FINANCIAL, INC. | $100.6K |
| 16 | Reyes Financial Architecture, Inc. | $96.3K |
| 17 | Longview Financial Advisors LLC | $91.3K |
| 18 | Farther Finance Advisors, LLC | $31.0K |
| 19 | DHJJ Financial Advisors, Ltd. | $671 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$458.6K | |
| 2 | +$358.2K | |
| 3 | +$239.7K | |
| 4 | +$224.7K | |
| 5 | +$198.1K | |
| 6 | +$93.6K | |
| 7 | +$54.9K | |
| 8 | +$25.1K | |
| 9 | +$15.0K | |
| 10 | +$12.0K | |
| 11 | +$6.4K | |
| 12 | +$6.1K | |
| 13 | +$2.0K | |
| 14 | +$41 | |
| 15 | -$2.1K | |
| 16 | -$3.5K | |
| 17 | -$9.0K | |
| 18 | -$15.7K | |
| 19 | -$17.0K | |
| 20 | -$31.4K | |
| 21 | -$177.9K | |
| 22 | -$347.8K | |
| 23 | -$2.9M | |
| 24 | -$2.9M |