Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | SIGNATUREFD, LLC | $1.3M |
| 2 | FIDUCIARY FINANCIAL GROUP, LLC | $704.4K |
| 3 | Financial Solutions Advisory Group, Inc. | $586.4K |
| 4 | CYPRESS FINANCIAL PLANNING LLC | $484.6K |
| 5 | KFG WEALTH MANAGEMENT, LLC | $458.5K |
| 6 | Diligent Investors, LLC | $399.1K |
| 7 | First City Capital Management, Inc. | $337.8K |
| 8 | Liberty Atlantic Advisors LLC | $316.2K |
| 9 | PFS Partners, LLC | $286.0K |
| 10 | RIVERCHASE WEALTH MANAGEMENT, LLC | $276.1K |
| 11 | DHJJ Financial Advisors, Ltd. | $245.3K |
| 12 | NorthCrest Asset Manangement, LLC | $240.0K |
| 13 | IFP Advisors, Inc | $124.8K |
| 14 | AdvisorNet Financial, Inc | $74.5K |
| 15 | LANARK FINANCIAL, INC. | $66.1K |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.9K |
| 17 | CoreCap Advisors, LLC | $17.9K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$64.9K | |
| 2 | +$36.1K | |
| 3 | +$28.8K | |
| 4 | +$23.5K | |
| 5 | +$23.2K | |
| 6 | +$20.1K | |
| 7 | +$16.2K | |
| 8 | +$14.7K | |
| 9 | +$13.6K | |
| 10 | +$12.6K | |
| 11 | +$12.1K | |
| 12 | +$11.6K | |
| 13 | +$6.4K | |
| 14 | +$3.8K | |
| 15 | +$3.4K | |
| 16 | +$3.4K | |
| 17 | +$918 | |
| 18 | -$3.5M |