Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.5M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M |
| 3 | Brookstone Capital Management | $830.5K |
| 4 | ARQ WEALTH ADVISORS, LLC | $647.7K |
| 5 | CRUX WEALTH ADVISORS | $273.0K |
| 6 | Wealthcare Advisory Partners LLC | $229.6K |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | $226.8K |
| 8 | Blue Trust, Inc. | $192.4K |
| 9 | Farther Finance Advisors, LLC | $86.2K |
| 10 | IFP Advisors, Inc | $11.0K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$230.6K | |
| 2 | +$229.6K | |
| 3 | +$100.8K | |
| 4 | +$92.3K | |
| 5 | +$89.0K | |
| 6 | +$39.8K | |
| 7 | +$13.1K | |
| 8 | -$833 | |
| 9 | -$93.4K | |
| 10 | -$962.8K |