Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Range Financial Group LLC | $13.4M |
| 2 | Commonwealth Financial Services, LLC | $7.8M |
| 3 | First Heartland Consultants, Inc. | $3.8M |
| 4 | HBW ADVISORY SERVICES LLC | $3.4M |
| 5 | Farther Finance Advisors, LLC | $2.0M |
| 6 | Midwest Financial Network, LLC | $1.6M |
| 7 | LifeWealth Investments, LLC | $1.6M |
| 8 | Triumph Capital Management | $1.4M |
| 9 | Ignite Planners, LLC | $1.3M |
| 10 | Diligent Investors, LLC | $1.0M |
| 11 | NorthCrest Asset Manangement, LLC | $815.7K |
| 12 | MILESTONE ASSET MANAGEMENT, LLC | $753.6K |
| 13 | LVZ, Inc. | $706.0K |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $484.3K |
| 15 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $466.4K |
| 16 | Synergy Asset Management, LLC | $458.2K |
| 17 | Quad-Cities Investment Group, LLC | $441.5K |
| 18 | CoreCap Advisors, LLC | $398.1K |
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $371.2K |
| 20 | Avidian Wealth Enterprises, LLC | $340.6K |
| 21 | Summit Financial Wealth Advisors, LLC | $305.8K |
| 22 | Noble Wealth Management PBC | $296.4K |
| 23 | MBE Wealth Management, LLC | $234.3K |
| 24 | DHJJ Financial Advisors, Ltd. | $101.5K |
| 25 | LANARK FINANCIAL, INC. | $64.6K |
| 26 | Spire Wealth Management | $28.1K |
| 27 | IFP Advisors, Inc | $18.2K |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$378.0K | |
| 3 | +$231.5K | |
| 4 | +$151.8K | |
| 5 | +$128.4K | |
| 6 | +$101.0K | |
| 7 | +$88.9K | |
| 8 | +$84.5K | |
| 9 | +$69.9K | |
| 10 | +$52.0K | |
| 11 | +$48.8K | |
| 12 | +$34.0K | |
| 13 | +$27.8K | |
| 14 | +$25.7K | |
| 15 | +$24.7K | |
| 16 | +$23.6K | |
| 17 | +$16.2K | |
| 18 | +$12.8K | |
| 19 | +$7.0K | |
| 20 | +$4.5K | |
| 21 | +$1.9K | |
| 22 | +$1.3K | |
| 23 | -$78.2K | |
| 24 | -$86.0K | |
| 25 | -$100.6K | |
| 26 | -$242.8K | |
| 27 | -$325.0K | |
| 28 | -$3.9M | |
| 29 | -$28.5M |