Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | NorthCrest Asset Manangement, LLC | $982.1K |
| 2 | First Heartland Consultants, Inc. | $936.9K |
| 3 | Ignite Planners, LLC | $779.5K |
| 4 | Quad-Cities Investment Group, LLC | $610.0K |
| 5 | Diligent Investors, LLC | $598.8K |
| 6 | Optivise Advisory Services LLC | $574.2K |
| 7 | SOA Wealth Advisors, LLC. | $550.5K |
| 8 | Avidian Wealth Enterprises, LLC | $374.4K |
| 9 | Fragasso Financial Advisors Inc | $366.5K |
| 10 | DHJJ Financial Advisors, Ltd. | $265.9K |
| 11 | Spire Wealth Management | $173.6K |
| 12 | LANARK FINANCIAL, INC. | $107.8K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $103.4K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $46.8K |
| 15 | Noble Wealth Management PBC | $24.8K |
| 16 | IFP Advisors, Inc | $15.5K |
| 17 | Capital Investment Advisory Services, LLC | $14.2K |
| 18 | PARK AVENUE SECURITIES LLC | $384 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$610.0K | |
| 2 | +$574.2K | |
| 3 | +$319.9K | |
| 4 | +$110.4K | |
| 5 | +$95.0K | |
| 6 | +$90.1K | |
| 7 | +$63.4K | |
| 8 | +$51.2K | |
| 9 | +$46.8K | |
| 10 | +$36.8K | |
| 11 | +$34.2K | |
| 12 | +$24.0K | |
| 13 | +$15.5K | |
| 14 | +$12.7K | |
| 15 | +$7.9K | |
| 16 | +$1.0K | |
| 17 | +$384 | |
| 18 | -$1.5K |