Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $14.3M |
| 2 | Clarus Group, Inc. | $11.2M |
| 3 | 6th Street Advisors, LLC | $9.9M |
| 4 | Financial Guidance Group, Inc. | $7.0M |
| 5 | MBE Wealth Management, LLC | $6.0M |
| 6 | Tailwinds Wealth, LLC | $3.3M |
| 7 | Capital Investment Advisory Services, LLC | $2.8M |
| 8 | Lord & Richards Wealth Management, LLC | $2.4M |
| 9 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.8M |
| 10 | TrueWealth Advisors, LLC | $1.5M |
| 11 | Diversified Trust Co | $1.3M |
| 12 | KFG WEALTH MANAGEMENT, LLC | $1.3M |
| 13 | Prospera Financial Services Inc | $970.4K |
| 14 | VISIONARY HORIZONS, LLC | $930.3K |
| 15 | Second Half Financial Partners, LLC | $861.9K |
| 16 | RFG Advisory, LLC | $711.6K |
| 17 | Strong Retirement Solutions LLC | $285.4K |
| 18 | Cyndeo Wealth Partners, LLC | $257.4K |
| 19 | XY Planning Network, Inc. | $210.5K |
| 20 | Princeton Global Asset Management LLC | $144.0K |
| 21 | Farther Finance Advisors, LLC | $21.1K |
| 22 | CoreCap Advisors, LLC | $6.2K |
| 23 | SIGNATUREFD, LLC | $25 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$3.3M | |
| 2 | +$2.6M | |
| 3 | +$970.4K | |
| 4 | +$678.5K | |
| 5 | +$628.7K | |
| 6 | +$473.0K | |
| 7 | +$445.6K | |
| 8 | +$275.3K | |
| 9 | +$262.5K | |
| 10 | +$257.4K | |
| 11 | +$210.5K | |
| 12 | +$107.0K | |
| 13 | +$85.3K | |
| 14 | +$65.5K | |
| 15 | +$55.3K | |
| 16 | +$52.4K | |
| 17 | +$25.3K | |
| 18 | +$4.5K | |
| 19 | +$410 | |
| 20 | -$7.4K | |
| 21 | -$39.1K | |
| 22 | -$579.8K | |
| 23 | -$7.4M |