Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Longview Financial Advisors, Inc. | $2.6M |
| 2 | Carroll Advisory Group, LLC | $1.8M |
| 3 | Friedenthal Financial | $1.7M |
| 4 | DIVERSIFIED MANAGEMENT INC | $1.1M |
| 5 | Breakwater Capital Group | $1.1M |
| 6 | Prospera Financial Services Inc | $490.3K |
| 7 | MISSION WEALTH MANAGEMENT, LP | $439.7K |
| 8 | Castleview Partners, LLC | $333.0K |
| 9 | Integris Wealth Management, LLC | $308.1K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $279.7K |
| 11 | FIDUCIARY FINANCIAL GROUP, LLC | $238.0K |
| 12 | Merit Financial Group, LLC | $215.8K |
| 13 | Valeo Financial Advisors, LLC | $207.9K |
| 14 | Lodestone Wealth Management LLC | $91.1K |
| 15 | Spire Wealth Management | $64.3K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14.8K |
| 17 | Capital Advisors, Ltd. LLC | $2.6K |
| 18 | CX Institutional | $6 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$219.6K | |
| 2 | +$215.8K | |
| 3 | +$207.9K | |
| 4 | +$194.4K | |
| 5 | +$183.3K | |
| 6 | +$123.5K | |
| 7 | +$123.3K | |
| 8 | +$82.7K | |
| 9 | +$32.8K | |
| 10 | +$21.6K | |
| 11 | +$18.5K | |
| 12 | +$7.0K | |
| 13 | +$6.4K | |
| 14 | +$4.5K | |
| 15 | +$991 | |
| 16 | +$63 | |
| 17 | +$1 | |
| 18 | -$249.2K |