Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | TRUE Private Wealth Advisors | $8.8M |
| 2 | Navigation Wealth Management, Inc. | $6.8M |
| 3 | Strategic Blueprint, LLC | $6.5M |
| 4 | Farther Finance Advisors, LLC | $5.1M |
| 5 | Ignite Planners, LLC | $2.4M |
| 6 | Discipline Wealth Solutions, LLC | $2.3M |
| 7 | UNIQUE WEALTH, LLC | $1.8M |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $983.2K |
| 9 | Independent Wealth Network Inc. | $537.4K |
| 10 | Onyx Bridge Wealth Group LLC | $503.9K |
| 11 | SeaCrest Wealth Management, LLC | $462.1K |
| 12 | Revisor Wealth Management LLC | $441.8K |
| 13 | Arista Wealth Management, LLC | $404.9K |
| 14 | Cooper Financial Group | $400.8K |
| 15 | GK Wealth Management LLC | $309.2K |
| 16 | OMNI 360 Wealth, Inc. | $275.6K |
| 17 | BDFS Capital LLC | $231.6K |
| 18 | CoreCap Advisors, LLC | $225.5K |
| 19 | Noble Wealth Partners LLC | $208.4K |
| 20 | IFP Advisors, Inc | $10.0K |
| 21 | DHJJ Financial Advisors, Ltd. | $1.9K |
| 22 | Retirement Wealth Solutions LLC | $27 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$5.1M | |
| 2 | +$1.5M | |
| 3 | +$1.0M | |
| 4 | +$554.9K | |
| 5 | +$462.1K | |
| 6 | +$424.6K | |
| 7 | +$318.2K | |
| 8 | +$309.2K | |
| 9 | +$297.0K | |
| 10 | +$180.4K | |
| 11 | +$138.7K | |
| 12 | +$75.5K | |
| 13 | +$55.7K | |
| 14 | +$52.2K | |
| 15 | +$49.3K | |
| 16 | +$21.1K | |
| 17 | +$15.5K | |
| 18 | +$1.0K | |
| 19 | +$195 | |
| 20 | +$3 | |
| 21 | -$41.7K |