Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $920.6K |
| 2 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $887.4K |
| 3 | Syntegra Private Wealth Group, LLC | $612.2K |
| 4 | Brookstone Capital Management | $433.3K |
| 5 | Cypress Wealth Services, LLC | $341.6K |
| 6 | KFG WEALTH MANAGEMENT, LLC | $315.0K |
| 7 | Comprehensive Financial Consultants Institutional, Inc. | $210.5K |
| 8 | Bay Capital Advisors, LLC | $204.7K |
| 9 | CoreCap Advisors, LLC | $148.2K |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $64.0K |
| 11 | Spire Wealth Management | $28.9K |
| 12 | IFP Advisors, Inc | $21.1K |
| 13 | Noble Wealth Management PBC | $14.4K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$204.7K | |
| 2 | +$32.0K | |
| 3 | +$30.7K | |
| 4 | +$22.1K | |
| 5 | +$12.3K | |
| 6 | +$7.6K | |
| 7 | +$5.3K | |
| 8 | +$2.3K | |
| 9 | +$1.0K | |
| 10 | +$614 | |
| 11 | +$520 | |
| 12 | -$16.1K | |
| 13 | -$87.5K | |
| 14 | -$148.8K | |
| 15 | -$224.3K |