Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $3.0M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $346.6K |
| 3 | Onyx Bridge Wealth Group LLC | $328.1K |
| 4 | Strategic Blueprint, LLC | $282.3K |
| 5 | Brookstone Capital Management | $226.9K |
| 6 | WOLFF WIESE MAGANA LLC | $62.9K |
| 7 | Essential Investment Partners LLC | $42.1K |
| 8 | High Note Wealth, LLC | $14.1K |
| 9 | Realta Investment Advisors | $12.7K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$3.0M | |
| 2 | +$346.6K | |
| 3 | +$328.1K | |
| 4 | +$282.3K | |
| 5 | +$226.9K | |
| 6 | +$62.9K | |
| 7 | +$42.1K | |
| 8 | +$14.1K | |
| 9 | +$12.7K |