Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $135.0K |
| 2 | Activest Wealth Management | $112.0K |
| 3 | SBI Securities Co., Ltd. | $89.0K |
| 4 | J.W. COLE ADVISORS, INC. | $86.2K |
| 5 | Lauer Wealth, LLC | $56.0K |
| 6 | MATAURO, LLC | $48.3K |
| 7 | Police & Firemen's Retirement System of New Jersey | $44.1K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.4K |
| 9 | Merit Financial Group, LLC | $18.0K |
| 10 | Farther Finance Advisors, LLC | $5.8K |
| 11 | IFP Advisors, Inc | $2.7K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$135.0K | |
| 2 | +$112.0K | |
| 3 | +$86.2K | |
| 4 | +$81.3K | |
| 5 | +$56.0K | |
| 6 | +$44.1K | |
| 7 | +$24.5K | |
| 8 | +$19.4K | |
| 9 | +$18.0K | |
| 10 | +$5.8K | |
| 11 | +$2.7K | |
| 12 | -$94.4K |