Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Townsend & Associates, Inc | $34.4M |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $10.5M |
| 3 | FORTEM FINANCIAL GROUP, LLC | $9.0M |
| 4 | RFG Advisory, LLC | $3.9M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M |
| 6 | Embree Financial Group | $1.4M |
| 7 | Key FInancial Inc | $722.9K |
| 8 | Auour Investments LLC | $565.9K |
| 9 | Prospera Financial Services Inc | $561.0K |
| 10 | First Citizens Financial Corp | $468.4K |
| 11 | OxenFree Capital LLC | $221.6K |
| 12 | IFP Advisors, Inc | $39.7K |
| 13 | Cape Investment Advisory, Inc. | $1.6K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$927.1K | |
| 3 | +$757.2K | |
| 4 | +$420.1K | |
| 5 | +$373.8K | |
| 6 | +$336.3K | |
| 7 | +$251.9K | |
| 8 | +$175.6K | |
| 9 | +$113.8K | |
| 10 | +$39.7K | |
| 11 | +$16.9K | |
| 12 | +$1.6K | |
| 13 | -$279.0K | |
| 14 | -$1.5M |