Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $601.2K |
| 2 | FIDUCIARY FINANCIAL GROUP, LLC | $520.3K |
| 3 | SHEETS SMITH WEALTH MANAGEMENT | $355.7K |
| 4 | Farther Finance Advisors, LLC | $317.3K |
| 5 | IFS Group,LLC | $255.0K |
| 6 | IFP Advisors, Inc | $52.5K |
| 7 | 1620 INVESTMENT ADVISORS, INC. | $21.0K |
| 8 | Capital Investment Advisory Services, LLC | $19.2K |
| 9 | KERR FINANCIAL PLANNING Corp | $12.4K |
| 10 | Creative Capital Management Investments LLC | $187 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$48.1K | |
| 2 | +$36.8K | |
| 3 | +$7.5K | |
| 4 | +$919 | |
| 5 | +$126 | |
| 6 | +$115 | |
| 7 | +$114 | |
| 8 | +$1 | |
| 9 | -$101.7K | |
| 10 | -$16.3M | |
| 11 | -$36.2M |