Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Total Clarity Wealth Management, Inc. | $2.9M |
| 2 | Capital Investment Advisory Services, LLC | $2.2M |
| 3 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.0M |
| 4 | TCFG Investment Advisors, LLC | $958.6K |
| 5 | Fortis Group Advisors, LLC | $907.3K |
| 6 | Cornerstone Wealth Management, LLC | $834.8K |
| 7 | TrueWealth Advisors, LLC | $741.4K |
| 8 | Intrua Financial, LLC | $587.1K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $565.7K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $553.7K |
| 11 | Farther Finance Advisors, LLC | $252.0K |
| 12 | Prospera Financial Services Inc | $200.4K |
| 13 | IFP Advisors, Inc | $194.7K |
| 14 | Flaharty Asset Management, LLC | $192.3K |
| 15 | COLUMBIA ADVISORY PARTNERS LLC | $179.9K |
| 16 | D.A. DAVIDSON & CO. | $178.1K |
| 17 | Realta Investment Advisors | $40.1K |
| 18 | LANARK FINANCIAL, INC. | $11.6K |
| 19 | Triumph Capital Management | $1.9K |
| 20 | DHJJ Financial Advisors, Ltd. | $496 |
| 21 | CX Institutional | $14 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$968.0K | |
| 2 | +$192.3K | |
| 3 | +$179.9K | |
| 4 | +$178.4K | |
| 5 | +$106.0K | |
| 6 | +$27.0K | |
| 7 | +$26.8K | |
| 8 | +$20.6K | |
| 9 | +$20.2K | |
| 10 | +$13.1K | |
| 11 | +$13.0K | |
| 12 | +$4.7K | |
| 13 | +$3.8K | |
| 14 | +$1.6K | |
| 15 | +$861 | |
| 16 | +$248 | |
| 17 | +$10 | |
| 18 | +$1 | |
| 19 | -$3.2K | |
| 20 | -$58.3K | |
| 21 | -$118.5K | |
| 22 | -$125.0K | |
| 23 | -$173.6K | |
| 24 | -$673.6K |