Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Bison Wealth, LLC | $894.4K |
| 2 | Focus Financial Network, Inc. | $412.2K |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $378.7K |
| 4 | Aegis Wealth Management, Inc. | $285.6K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $276.3K |
| 6 | Greenbush Financial Group, LLC | $212.1K |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $208.7K |
| 8 | AdvisorNet Financial, Inc | $47.8K |
| 9 | Farther Finance Advisors, LLC | $30.4K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$285.6K | |
| 2 | +$212.1K | |
| 3 | +$32.0K | |
| 4 | +$30.4K | |
| 5 | +$20.5K | |
| 6 | +$14.9K | |
| 7 | +$3.8K | |
| 8 | -$2.9K | |
| 9 | -$24.8K | |
| 10 | -$200.4K | |
| 11 | -$25.9M |