Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $15.1M |
| 2 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $13.7M |
| 3 | Financial Enhancement Group LLC | $13.3M |
| 4 | Parkside Investments, LLC | $6.7M |
| 5 | Professional Financial Management, Inc. | $3.1M |
| 6 | Ballew Advisors, Inc | $2.6M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M |
| 8 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $759.2K |
| 9 | Brucke Financial, Inc. | $620.9K |
| 10 | Fortis Group Advisors, LLC | $542.6K |
| 11 | Mraz, Amerine & Associates, Inc. | $535.8K |
| 12 | Magnus Financial Group LLC | $278.0K |
| 13 | Farther Finance Advisors, LLC | $264.2K |
| 14 | LRI Investments, LLC | $155.6K |
| 15 | IFP Advisors, Inc | $91.2K |
| 16 | Oakworth Capital, Inc. | $86.5K |
| 17 | Golden State Wealth Management, LLC | $15.7K |
| 18 | Capital Investment Advisory Services, LLC | $12.2K |
| 19 | Investors Research Corp | $11.1K |
| 20 | TOMPKINS FINANCIAL CORP | $10.9K |
| 21 | Realta Investment Advisors | $6.9K |
| 22 | West Branch Capital LLC | $4.0K |
| 23 | TRUST CO OF TOLEDO NA /OH/ | $2.1K |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $22 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$691.9K | |
| 2 | +$620.9K | |
| 3 | +$227.3K | |
| 4 | +$155.6K | |
| 5 | +$6.9K | |
| 6 | -$26 | |
| 7 | -$174 | |
| 8 | -$327 | |
| 9 | -$894 | |
| 10 | -$912 | |
| 11 | -$1.3K | |
| 12 | -$1.5K | |
| 13 | -$5.3K | |
| 14 | -$7.1K | |
| 15 | -$7.5K | |
| 16 | -$34.3K | |
| 17 | -$44.0K | |
| 18 | -$58.6K | |
| 19 | -$66.0K | |
| 20 | -$93.2K | |
| 21 | -$106.6K | |
| 22 | -$191.5K | |
| 23 | -$232.4K | |
| 24 | -$875.0K | |
| 25 | -$1.1M | |
| 26 | -$4.2M | |
| 27 | -$4.2M | |
| 28 | -$9.2M |