Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Owen LaRue, LLC | $7.4M |
| 2 | Park Edge Advisors, LLC | $1.9M |
| 3 | B.O.S.S. Retirement Advisors, LLC | $1.7M |
| 4 | Tactive Advisors, LLC | $835.8K |
| 5 | Cambridge Advisors Inc. | $827.8K |
| 6 | Mosley Wealth Management | $740.6K |
| 7 | Discipline Wealth Solutions, LLC | $699.6K |
| 8 | Networth Advisors, LLC | $656.9K |
| 9 | Wealthcare Advisory Partners LLC | $296.8K |
| 10 | Fiduciary Alliance LLC | $220.1K |
| 11 | Ignite Planners, LLC | $207.4K |
| 12 | Decker Retirement Planning Inc. | $191.9K |
| 13 | ZAZOVE ASSOCIATES LLC | $174.8K |
| 14 | CoreCap Advisors, LLC | $61.5K |
| 15 | Farther Finance Advisors, LLC | $44.2K |
| 16 | Crewe Advisors LLC | $19.5K |
| 17 | Allied Private Wealth LLC | $16.0K |
| 18 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $2.1K |
| 19 | IFP Advisors, Inc | $1.7K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$3.9M | |
| 2 | +$554.8K | |
| 3 | +$411.3K | |
| 4 | +$207.4K | |
| 5 | +$162.3K | |
| 6 | +$102.9K | |
| 7 | +$68.6K | |
| 8 | +$33.9K | |
| 9 | +$14.4K | |
| 10 | +$12.9K | |
| 11 | +$7.6K | |
| 12 | +$3.9K | |
| 13 | +$3.0K | |
| 14 | +$2.1K | |
| 15 | +$1.2K | |
| 16 | -$8.0K | |
| 17 | -$23.8K | |
| 18 | -$24.6K | |
| 19 | -$51.7K | |
| 20 | -$63.2K | |
| 21 | -$279.5K | |
| 22 | -$476.5K |