Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | S Harris Financial Group, LLC | $3.2M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M |
| 3 | Farther Finance Advisors, LLC | $1.2M |
| 4 | Cassilly Financial Group LLC | $1.1M |
| 5 | Merit Financial Group, LLC | $904.0K |
| 6 | IFP Advisors, Inc | $869.9K |
| 7 | Archer Investment Management, LLC | $480.8K |
| 8 | Cyndeo Wealth Partners, LLC | $414.7K |
| 9 | Tanager Wealth Management LLP | $390.0K |
| 10 | Intergy Private Wealth, LLC | $258.1K |
| 11 | NWAM LLC | $213.9K |
| 12 | Spire Wealth Management | $139.9K |
| 13 | CoreCap Advisors, LLC | $12.8K |
| 14 | LifeSteps Financial, Inc. | $3.3K |
| 15 | Abound Wealth Management | $5 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$651.5K | |
| 2 | +$401.3K | |
| 3 | +$330.6K | |
| 4 | +$213.9K | |
| 5 | +$144.9K | |
| 6 | +$129.4K | |
| 7 | +$118.1K | |
| 8 | +$54.1K | |
| 9 | +$51.0K | |
| 10 | +$49.2K | |
| 11 | +$46.0K | |
| 12 | +$33.7K | |
| 13 | +$3.3K | |
| 14 | +$1.3K | |
| 15 | -$31 | |
| 16 | -$450.5K | |
| 17 | -$1.6M |