Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $7.6M |
| 2 | Total Clarity Wealth Management, Inc. | $3.0M |
| 3 | SimpliFi, Inc. | $915.7K |
| 4 | Cross Staff Investments Inc | $670.2K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $517.2K |
| 6 | Wealthcare Advisory Partners LLC | $360.5K |
| 7 | Madrona Financial Services, LLC | $336.4K |
| 8 | Provenance Wealth Advisors, LLC | $294.0K |
| 9 | QP WEALTH MANAGEMENT, LLC | $260.6K |
| 10 | Intrua Financial, LLC | $210.3K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $55.6K |
| 12 | IFP Advisors, Inc | $50.7K |
| 13 | Farther Finance Advisors, LLC | $10.3K |
| 14 | GAMMA Investing LLC | $8.9K |
| 15 | CoreCap Advisors, LLC | $22 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$570.5K | |
| 3 | +$85.8K | |
| 4 | +$50.7K | |
| 5 | +$44.4K | |
| 6 | +$25.2K | |
| 7 | +$22.8K | |
| 8 | +$11.1K | |
| 9 | +$10.3K | |
| 10 | +$9.8K | |
| 11 | +$1.8K | |
| 12 | +$1.4K | |
| 13 | +$336 | |
| 14 | $0 | |
| 15 | -$904 | |
| 16 | -$13.1K |