Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | CoreCap Advisors, LLC | $8.3M |
| 2 | HERITAGE OAK WEALTH ADVISORS LLC | $6.8M |
| 3 | IFP Advisors, Inc | $1.2M |
| 4 | Strategic Blueprint, LLC | $698.7K |
| 5 | Legacy Wealth Partners, LLC | $615.4K |
| 6 | Fulcrum Equity Management | $543.9K |
| 7 | Balefire, LLC | $450.4K |
| 8 | RFG Advisory, LLC | $380.1K |
| 9 | Farther Finance Advisors, LLC | $1.9K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$381.7K | |
| 2 | +$67.2K | |
| 3 | +$51.6K | |
| 4 | +$1.9K | |
| 5 | -$14.6K | |
| 6 | -$19.1K | |
| 7 | -$32.8K | |
| 8 | -$48.5K | |
| 9 | -$210.0K | |
| 10 | -$224.0K |