Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Maltin Wealth Management, Inc. | $8.8M |
| 2 | Procyon Advisors, LLC | $1.5M |
| 3 | Berkshire Money Management, Inc. | $1.1M |
| 4 | Merit Financial Group, LLC | $921.9K |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $834.1K |
| 6 | TopTier Wealth Management, LLC | $664.7K |
| 7 | SIGNATUREFD, LLC | $510.8K |
| 8 | Diligent Investors, LLC | $421.3K |
| 9 | Brookstone Capital Management | $392.6K |
| 10 | Financial Solutions Advisory Group, Inc. | $346.2K |
| 11 | PFS Partners, LLC | $315.8K |
| 12 | Liberty Atlantic Advisors LLC | $300.9K |
| 13 | FIDUCIARY FINANCIAL GROUP, LLC | $270.5K |
| 14 | Strategic Blueprint, LLC | $211.9K |
| 15 | DHJJ Financial Advisors, Ltd. | $174.2K |
| 16 | IFP Advisors, Inc | $120.9K |
| 17 | Noble Wealth Management PBC | $60.3K |
| 18 | LANARK FINANCIAL, INC. | $15.0K |
| 19 | EverSource Wealth Advisors, LLC | $4.8K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$928.7K | |
| 2 | +$211.9K | |
| 3 | +$97.5K | |
| 4 | +$53.6K | |
| 5 | +$48.3K | |
| 6 | +$39.7K | |
| 7 | +$32.0K | |
| 8 | +$29.8K | |
| 9 | +$28.4K | |
| 10 | +$25.6K | |
| 11 | +$19.9K | |
| 12 | +$19.6K | |
| 13 | +$16.5K | |
| 14 | +$13.9K | |
| 15 | +$11.4K | |
| 16 | +$5.7K | |
| 17 | +$1.4K | |
| 18 | -$12.4K | |
| 19 | -$25.8K | |
| 20 | -$58.9K | |
| 21 | -$691.4K |