Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | VISIONARY HORIZONS, LLC | $8.1M |
| 2 | CFS Investment Advisory Services, LLC | $2.7M |
| 3 | Dynamic Advisor Solutions LLC | $2.2M |
| 4 | Saxony Capital Management, LLC | $1.2M |
| 5 | TCP Asset Management, LLC | $944.1K |
| 6 | MONEYWISE, INC. | $547.8K |
| 7 | Capital Planning LLC | $427.4K |
| 8 | SeaCrest Wealth Management, LLC | $274.2K |
| 9 | Smallwood Wealth Investment Management, LLC | $260.9K |
| 10 | IFP Advisors, Inc | $95.7K |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | $82.1K |
| 12 | Farther Finance Advisors, LLC | $22.6K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$1.2M | |
| 3 | +$274.2K | |
| 4 | +$260.9K | |
| 5 | +$207.7K | |
| 6 | +$82.1K | |
| 7 | +$67.5K | |
| 8 | +$36.2K | |
| 9 | +$8.1K | |
| 10 | +$2.0K | |
| 11 | -$9.7K | |
| 12 | -$29.6K | |
| 13 | -$430.1K |