Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Richard P Slaughter Associates Inc | $15.5M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M |
| 3 | Strategic Blueprint, LLC | $1.4M |
| 4 | Mid-American Wealth Advisory Group, Inc. | $1.2M |
| 5 | Buska Wealth Management, LLC | $1.1M |
| 6 | HBW ADVISORY SERVICES LLC | $888.4K |
| 7 | SECURED RETIREMENT ADVISORS, LLC | $549.5K |
| 8 | Triumph Capital Management | $470.0K |
| 9 | Apollon Wealth Management, LLC | $458.9K |
| 10 | Split Rock Private Trading & Wealth Management, LLC | $396.7K |
| 11 | MBE Wealth Management, LLC | $313.3K |
| 12 | EVOLUTION WEALTH MANAGEMENT INC. | $281.4K |
| 13 | Merit Financial Group, LLC | $280.1K |
| 14 | TCP Asset Management, LLC | $272.0K |
| 15 | IAMS WEALTH MANAGEMENT, LLC | $260.9K |
| 16 | Sound Income Strategies, LLC | $213.3K |
| 17 | Capital Investment Advisory Services, LLC | $147.9K |
| 18 | VIMA LLC | $58.8K |
| 19 | Decker Retirement Planning Inc. | $35.9K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$15.5M | |
| 2 | +$1.8M | |
| 3 | +$1.4M | |
| 4 | +$1.2M | |
| 5 | +$1.1M | |
| 6 | +$888.4K | |
| 7 | +$549.5K | |
| 8 | +$470.0K | |
| 9 | +$458.9K | |
| 10 | +$396.7K | |
| 11 | +$313.3K | |
| 12 | +$281.4K | |
| 13 | +$280.1K | |
| 14 | +$272.0K | |
| 15 | +$260.9K | |
| 16 | +$213.3K | |
| 17 | +$147.9K | |
| 18 | +$35.9K |