Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $4.2M |
| 2 | Presidio Capital Management, LLC | $645.0K |
| 3 | Accel Wealth Management | $572.5K |
| 4 | LVZ, Inc. | $510.4K |
| 5 | Prospera Financial Services Inc | $257.1K |
| 6 | Focus Financial Network, Inc. | $247.9K |
| 7 | TCFG Investment Advisors, LLC | $246.1K |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $91.0K |
| 9 | Capital Investment Advisory Services, LLC | $61.0K |
| 10 | Ritter Daniher Financial Advisory LLC / DE | $29.9K |
| 11 | Farther Finance Advisors, LLC | $14.1K |
| 12 | CoreCap Advisors, LLC | $10.2K |
| 13 | DHJJ Financial Advisors, Ltd. | $305 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$30.5K | |
| 2 | +$10.7K | |
| 3 | +$9.3K | |
| 4 | +$4.1K | |
| 5 | +$2.3K | |
| 6 | +$1.0K | |
| 7 | +$935 | |
| 8 | +$825 | |
| 9 | +$407 | |
| 10 | +$318 | |
| 11 | +$5 | |
| 12 | -$71.0K | |
| 13 | -$130.2K |