Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Onyx Bridge Wealth Group LLC | $15.9M |
| 2 | Strid Group, LLC | $15.2M |
| 3 | GGM Financial LLC | $10.6M |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.5M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216.4K |
| 6 | Spire Wealth Management | $147.9K |
| 7 | Blue Trust, Inc. | $2.5K |
| 8 | IFP Advisors, Inc | $254 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$15.9M | |
| 2 | +$10.6M | |
| 3 | +$365.0K | |
| 4 | +$272.3K | |
| 5 | +$62.8K | |
| 6 | +$2.5K | |
| 7 | -$1.3K | |
| 8 | -$6.5K | |
| 9 | -$70.3K |