Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | SOA Wealth Advisors, LLC. | $2.5M |
| 2 | NorthCrest Asset Manangement, LLC | $1.7M |
| 3 | Ignite Planners, LLC | $791.6K |
| 4 | Noble Wealth Management PBC | $751.2K |
| 5 | Prospera Financial Services Inc | $488.1K |
| 6 | Avidian Wealth Enterprises, LLC | $349.2K |
| 7 | Diligent Investors, LLC | $340.1K |
| 8 | WINNACLE WEALTH LLC | $332.2K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $302.5K |
| 10 | LEGACY SOLUTIONS, LLC | $246.6K |
| 11 | Farther Finance Advisors, LLC | $156.6K |
| 12 | DHJJ Financial Advisors, Ltd. | $144.6K |
| 13 | IFP Advisors, Inc | $47.0K |
| 14 | Capital Investment Advisory Services, LLC | $25.1K |
| 15 | GHP Investment Advisors, Inc. | $9.4K |
| 16 | PARK AVENUE SECURITIES LLC | $437 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$151.7K | |
| 2 | +$101.8K | |
| 3 | +$34.7K | |
| 4 | +$34.4K | |
| 5 | +$19.7K | |
| 6 | +$17.4K | |
| 7 | +$16.9K | |
| 8 | +$16.3K | |
| 9 | +$12.3K | |
| 10 | +$9.3K | |
| 11 | +$7.2K | |
| 12 | +$1.2K | |
| 13 | +$468 | |
| 14 | +$1 | |
| 15 | -$15.3K | |
| 16 | -$35.4K | |
| 17 | -$92.5K |