Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $3.2M |
| 2 | IMPACTfolio, LLC | $3.0M |
| 3 | Gradient Investments LLC | $2.3M |
| 4 | Valeo Financial Advisors, LLC | $2.3M |
| 5 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $879.3K |
| 6 | FORONJY FINANCIAL LLC | $748.2K |
| 7 | J.W. COLE ADVISORS, INC. | $667.7K |
| 8 | Merit Financial Group, LLC | $642.6K |
| 9 | Composition Wealth, LLC | $634.2K |
| 10 | Stronghold Wealth Management L.L.C. | $521.7K |
| 11 | ORBA Wealth Advisors, L.L.C. | $520.9K |
| 12 | Envestnet Portfolio Solutions, Inc. | $374.5K |
| 13 | JUNCTURE WEALTH STRATEGIES, LLC | $355.0K |
| 14 | PRIVATE CLIENT SERVICES, LLC | $245.2K |
| 15 | RFG Advisory, LLC | $244.8K |
| 16 | PFG Investments, LLC | $211.4K |
| 17 | Trilogy Capital Inc. | $201.3K |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $195.6K |
| 19 | IFP Advisors, Inc | $121.5K |
| 20 | Farther Finance Advisors, LLC | $59.5K |
| 21 | EverSource Wealth Advisors, LLC | $48.0K |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $42.4K |
| 23 | Versant Capital Management, Inc | $41.8K |
| 24 | Ritter Daniher Financial Advisory LLC / DE | $11.3K |
| 25 | MassMutual Private Wealth & Trust, FSB | $5.6K |
| 26 | CoreCap Advisors, LLC | $35 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$748.2K | |
| 3 | +$244.8K | |
| 4 | +$42.4K | |
| 5 | +$38.9K | |
| 6 | +$36.4K | |
| 7 | +$23.5K | |
| 8 | +$8.6K | |
| 9 | +$5.5K | |
| 10 | +$3.9K | |
| 11 | +$1.0K | |
| 12 | +$706 | |
| 13 | +$580 | |
| 14 | +$350 | |
| 15 | +$121 | |
| 16 | +$62 | |
| 17 | +$16 | |
| 18 | $0 | |
| 19 | -$1.4K | |
| 20 | -$4.0K | |
| 21 | -$4.4K | |
| 22 | -$22.0K | |
| 23 | -$32.8K | |
| 24 | -$39.4K | |
| 25 | -$46.5K | |
| 26 | -$69.1K | |
| 27 | -$83.6K | |
| 28 | -$216.3K |