Snapshot holdings29 / 29 loaded
| # | ||
|---|---|---|
| 1 | Wagner Wealth Management, LLC | $6.2M |
| 2 | PFG Advisors | $4.1M |
| 3 | Prospera Financial Services Inc | $1.4M |
| 4 | IFP Advisors, Inc | $1.3M |
| 5 | Nilsine Partners, LLC | $1.3M |
| 6 | D.A. DAVIDSON & CO. | $1.0M |
| 7 | PUFF WEALTH MANAGEMENT, LLC | $785.9K |
| 8 | IAMS WEALTH MANAGEMENT, LLC | $694.6K |
| 9 | HBW ADVISORY SERVICES LLC | $686.5K |
| 10 | Holistic Financial Partners | $620.4K |
| 11 | BENJAMIN EDWARDS INC | $498.8K |
| 12 | Englebert Financial Advisers, LLC | $410.9K |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $377.6K |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $350.8K |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $271.2K |
| 16 | NOVEM GROUP | $258.6K |
| 17 | LANARK FINANCIAL, INC. | $60.3K |
| 18 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $20.7K |
| 19 | Capital Investment Advisory Services, LLC | $15.2K |
| 20 | Spire Wealth Management | $11.0K |
| 21 | SALEM INVESTMENT COUNSELORS INC | $6.4K |
| 22 | AMERICAN NATIONAL BANK & TRUST | $3.9K |
| 23 | Key FInancial Inc | $3.4K |
| 24 | AdvisorNet Financial, Inc | $1.8K |
| 25 | Blue Trust, Inc. | $1.4K |
| 26 | Quest 10 Wealth Builders, Inc. | $620 |
| 27 | PARK AVENUE SECURITIES LLC | $530 |
| 28 | HHM Wealth Advisors, LLC | $207 |
| 29 | Davis Capital Management | $43 |
Manager changes2026-06-30 vs 2026-03-3134 / 34 loaded
| # | ||
|---|---|---|
| 1 | +$880.5K | |
| 2 | +$515.5K | |
| 3 | +$217.0K | |
| 4 | +$192.6K | |
| 5 | +$147.3K | |
| 6 | +$97.8K | |
| 7 | +$60.1K | |
| 8 | +$49.9K | |
| 9 | +$38.5K | |
| 10 | +$36.6K | |
| 11 | +$32.6K | |
| 12 | +$6.4K | |
| 13 | +$2.6K | |
| 14 | +$2.6K | |
| 15 | +$1.4K | |
| 16 | +$1.2K | |
| 17 | +$620 | |
| 18 | +$486 | |
| 19 | +$423 | |
| 20 | +$222 | |
| 21 | +$207 | |
| 22 | +$85 | |
| 23 | +$73 | |
| 24 | +$6 | |
| 25 | -$37 | |
| 26 | -$5.0K | |
| 27 | -$11.0K | |
| 28 | -$74.8K | |
| 29 | -$244.7K | |
| 30 | -$494.4K | |
| 31 | -$545.4K | |
| 32 | -$561.7K | |
| 33 | -$1.5M | |
| 34 | -$2.0M |