Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $46.3M |
| 2 | Sowell Financial Services LLC | $16.4M |
| 3 | David Kennon Inc | $3.9M |
| 4 | CoreCap Advisors, LLC | $3.5M |
| 5 | Conservest Capital Advisors, Inc. | $3.4M |
| 6 | Castle Rock Wealth Management, LLC | $2.3M |
| 7 | Legacy Advisors, LLC | $991.4K |
| 8 | Syntegra Private Wealth Group, LLC | $613.7K |
| 9 | Patriot Financial Group Insurance Agency, LLC | $467.3K |
| 10 | SOA Wealth Advisors, LLC. | $54.1K |
| 11 | Farther Finance Advisors, LLC | $12.4K |
| 12 | Oakworth Capital, Inc. | $3.8K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$5.4M | |
| 2 | +$4.2M | |
| 3 | +$3.4M | |
| 4 | +$499.1K | |
| 5 | +$69.6K | |
| 6 | +$35.4K | |
| 7 | +$12.4K | |
| 8 | +$3.8K | |
| 9 | +$327 | |
| 10 | -$11.6K | |
| 11 | -$28.4K | |
| 12 | -$76.7K | |
| 13 | -$993.1K | |
| 14 | -$15.4M |