Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Friedenthal Financial | $5.1M |
| 2 | Maltin Wealth Management, Inc. | $3.8M |
| 3 | Courage Miller Partners, LLC | $1.9M |
| 4 | Merit Financial Group, LLC | $1.7M |
| 5 | MEITAV INVESTMENT HOUSE LTD | $1.3M |
| 6 | Peak Financial Management, Inc. | $950.8K |
| 7 | Farther Finance Advisors, LLC | $922.6K |
| 8 | Hartford Financial Management Inc. | $444.4K |
| 9 | Walker Asset Management, LLC | $371.0K |
| 10 | First Heartland Consultants, Inc. | $292.7K |
| 11 | Envestnet Portfolio Solutions, Inc. | $266.8K |
| 12 | Yoder Wealth Management, Inc. | $234.5K |
| 13 | Key FInancial Inc | $116.3K |
| 14 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $54.9K |
| 15 | Oakworth Capital, Inc. | $39.4K |
| 16 | Allied Private Wealth LLC | $32.6K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.4K |
| 18 | GHP Investment Advisors, Inc. | $1.4K |
| 19 | CX Institutional | $10 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$787.3K | |
| 2 | +$266.8K | |
| 3 | +$109.1K | |
| 4 | +$15.1K | |
| 5 | -$1 | |
| 6 | -$25 | |
| 7 | -$34 | |
| 8 | -$73 | |
| 9 | -$271 | |
| 10 | -$280 | |
| 11 | -$795 | |
| 12 | -$2.1K | |
| 13 | -$3.5K | |
| 14 | -$11.7K | |
| 15 | -$13.1K | |
| 16 | -$17.2K | |
| 17 | -$37.0K | |
| 18 | -$47.8K | |
| 19 | -$81.1K |