Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $2.2M |
| 2 | Encompass More Asset Management | $2.0M |
| 3 | DAVENPORT & Co LLC | $757.3K |
| 4 | PFG Advisors | $295.1K |
| 5 | B. Riley Wealth Advisors, Inc. | $247.6K |
| 6 | Farther Finance Advisors, LLC | $12.7K |
| 7 | Roxbury Financial LLC | $2.5K |
| 8 | Aspect Partners, LLC | $504 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$664.3K | |
| 3 | +$295.1K | |
| 4 | +$53.2K | |
| 5 | +$12.7K | |
| 6 | +$5.5K | |
| 7 | +$2.5K | |
| 8 | +$504 |