Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Key Client Fiduciary Advisors, LLC | $1.9M |
| 2 | Financial Guidance Group, Inc. | $1.1M |
| 3 | Diligent Investors, LLC | $782.6K |
| 4 | PFS Partners, LLC | $360.4K |
| 5 | Envestnet Portfolio Solutions, Inc. | $256.3K |
| 6 | LVZ, Inc. | $241.5K |
| 7 | IFP Advisors, Inc | $237.9K |
| 8 | Foguth Wealth Management, LLC. | $222.0K |
| 9 | DHJJ Financial Advisors, Ltd. | $80.7K |
| 10 | Capital Investment Advisory Services, LLC | $55.3K |
| 11 | SOA Wealth Advisors, LLC. | $8.7K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$256.3K | |
| 2 | +$63.0K | |
| 3 | +$55.3K | |
| 4 | +$44.0K | |
| 5 | +$20.3K | |
| 6 | +$13.6K | |
| 7 | +$13.4K | |
| 8 | +$4.5K | |
| 9 | +$1.5K | |
| 10 | +$488 | |
| 11 | -$23.1K |