Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | FLAGSTAR SECURITIES, INC | $1.1M |
| 2 | Gainplan LLC | $754.9K |
| 3 | Secure Asset Management, LLC | $546.7K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $493.0K |
| 5 | Wealthcare Advisory Partners LLC | $435.0K |
| 6 | TCP Asset Management, LLC | $306.7K |
| 7 | Cornerstone Wealth Management, LLC | $241.2K |
| 8 | Farther Finance Advisors, LLC | $135.7K |
| 9 | Golden State Wealth Management, LLC | $80.4K |
| 10 | Crewe Advisors LLC | $8.9K |
| 11 | Triumph Capital Management | $3.9K |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $3.5K |
| 13 | TFC Financial Management, Inc. | $2.2K |
| 14 | FINANCIAL CONSULATE, INC | $1.9K |
| 15 | IFP Advisors, Inc | $1.2K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$247.7K | |
| 2 | +$192.2K | |
| 3 | +$127.6K | |
| 4 | +$122.2K | |
| 5 | +$79.2K | |
| 6 | +$70.6K | |
| 7 | +$69.7K | |
| 8 | +$31.9K | |
| 9 | +$18.5K | |
| 10 | +$2.4K | |
| 11 | +$892 | |
| 12 | +$804 | |
| 13 | +$518 | |
| 14 | +$446 | |
| 15 | +$285 | |
| 16 | -$3.7K | |
| 17 | -$32.7K | |
| 18 | -$571.1K |