Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | O'Connor Financial Group LLC | $12.2M |
| 2 | BENJAMIN EDWARDS INC | $6.7M |
| 3 | LVZ, Inc. | $4.8M |
| 4 | Turning Point Benefit Group, Inc. | $3.9M |
| 5 | FAMILY WEALTH PARTNERS, LLC | $3.0M |
| 6 | Sound Stewardship, LLC | $2.1M |
| 7 | EverSource Wealth Advisors, LLC | $2.0M |
| 8 | J.W. COLE ADVISORS, INC. | $1.4M |
| 9 | First Heartland Consultants, Inc. | $1.1M |
| 10 | Ridgeline Wealth, LLC | $788.6K |
| 11 | IFP Advisors, Inc | $771.0K |
| 12 | Strategic Blueprint, LLC | $689.8K |
| 13 | Farther Finance Advisors, LLC | $660.2K |
| 14 | MONEYWISE, INC. | $415.3K |
| 15 | FIRETHORN WEALTH PARTNERS, LLC | $380.1K |
| 16 | Demars Financial Group, LLC | $375.9K |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $295.5K |
| 18 | KAVAR CAPITAL PARTNERS GROUP, LLC | $285.9K |
| 19 | Blue Trust, Inc. | $248.5K |
| 20 | AdvisorNet Financial, Inc | $65.8K |
| 21 | PEOPLES FINANCIAL SERVICES CORP. | $23.0K |
| 22 | CoreCap Advisors, LLC | $22.0K |
| 23 | StrongBox Wealth, LLC | $7.3K |
| 24 | First PREMIER Bank | $11 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$2.0M | |
| 3 | +$1.4M | |
| 4 | +$458.4K | |
| 5 | +$375.9K | |
| 6 | +$354.8K | |
| 7 | +$253.4K | |
| 8 | +$161.4K | |
| 9 | +$78.4K | |
| 10 | +$60.5K | |
| 11 | +$43.4K | |
| 12 | +$41.6K | |
| 13 | +$27.9K | |
| 14 | +$27.8K | |
| 15 | +$26.0K | |
| 16 | +$24.5K | |
| 17 | +$13.1K | |
| 18 | +$11.7K | |
| 19 | +$10.8K | |
| 20 | +$10.3K | |
| 21 | +$7.5K | |
| 22 | +$7.3K | |
| 23 | +$749 | |
| 24 | +$1 | |
| 25 | -$5.6K | |
| 26 | -$22.8K | |
| 27 | -$4.3M |