Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $996.9K |
| 2 | CoreCap Advisors, LLC | $569.9K |
| 3 | Balance Wealth Partners LLC | $529.7K |
| 4 | MILESTONE ASSET MANAGEMENT, LLC | $434.5K |
| 5 | Fragasso Financial Advisors Inc | $303.2K |
| 6 | Merit Financial Group, LLC | $291.4K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $269.9K |
| 8 | Farther Finance Advisors, LLC | $101.1K |
| 9 | IFP Advisors, Inc | $19.9K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$269.9K | |
| 2 | +$25.8K | |
| 3 | +$14.8K | |
| 4 | +$11.3K | |
| 5 | +$7.5K | |
| 6 | +$7.2K | |
| 7 | +$515 | |
| 8 | -$938 | |
| 9 | -$31.4K | |
| 10 | -$32.1K | |
| 11 | -$312.6K | |
| 12 | -$414.9K |