Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M |
| 2 | Cornerstone Wealth Management, LLC | $2.3M |
| 3 | FLAGSHIP HARBOR ADVISORS, LLC | $922.1K |
| 4 | Noble Wealth Management PBC | $667.9K |
| 5 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $464.4K |
| 6 | Focus Financial Network, Inc. | $305.5K |
| 7 | DECISION INVESTMENTS, INC | $222.1K |
| 8 | J.W. COLE ADVISORS, INC. | $187.3K |
| 9 | PRAIRIE ADVISORY, LLC | $179.2K |
| 10 | Merit Financial Group, LLC | $173.0K |
| 11 | LANARK FINANCIAL, INC. | $40.9K |
| 12 | CoreCap Advisors, LLC | $19.0K |
| 13 | Holos Integrated Wealth LLC | $10.3K |
| 14 | MB, LEVIS & ASSOCIATES, LLC | $7.3K |
| 15 | HIGHLINE WEALTH PARTNERS LLC | $3.3K |
| 16 | Kennebec Savings Bank | $3.3K |
| 17 | SIGNATUREFD, LLC | $1.7K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$577.4K | |
| 3 | +$187.3K | |
| 4 | +$175.6K | |
| 5 | +$173.0K | |
| 6 | +$132.6K | |
| 7 | +$122.9K | |
| 8 | +$116.7K | |
| 9 | +$15.7K | |
| 10 | +$9.4K | |
| 11 | +$7.3K | |
| 12 | +$4.2K | |
| 13 | +$3.3K | |
| 14 | +$1.7K | |
| 15 | +$1.4K | |
| 16 | +$367 | |
| 17 | -$96.5K | |
| 18 | -$139.0K | |
| 19 | -$1.1M |