Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Range Financial Group LLC | $1.8M |
| 2 | Midwest Financial Network, LLC | $1.6M |
| 3 | CITY HOLDING CO | $1.4M |
| 4 | Diligent Investors, LLC | $699.0K |
| 5 | LVZ, Inc. | $609.8K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $604.4K |
| 7 | IFP Advisors, Inc | $473.1K |
| 8 | CoreCap Advisors, LLC | $399.2K |
| 9 | RFG Advisory, LLC | $375.8K |
| 10 | Marshall Financial Group, LLC | $273.7K |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $231.6K |
| 12 | LANARK FINANCIAL, INC. | $228.0K |
| 13 | Madrona Financial Services, LLC | $204.6K |
| 14 | Farther Finance Advisors, LLC | $164.6K |
| 15 | Ritter Daniher Financial Advisory LLC / DE | $67.9K |
| 16 | Noble Wealth Management PBC | $53.0K |
| 17 | DHJJ Financial Advisors, Ltd. | $30.5K |
| 18 | Triumph Capital Management | $21.1K |
| 19 | Capital Investment Advisory Services, LLC | $20.8K |
| 20 | CX Institutional | $24 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$204.6K | |
| 2 | +$152.9K | |
| 3 | +$113.1K | |
| 4 | +$105.0K | |
| 5 | +$91.5K | |
| 6 | +$49.1K | |
| 7 | +$42.7K | |
| 8 | +$26.4K | |
| 9 | +$22.4K | |
| 10 | +$19.2K | |
| 11 | +$16.3K | |
| 12 | +$16.0K | |
| 13 | +$2.6K | |
| 14 | +$2.1K | |
| 15 | +$1.5K | |
| 16 | +$1.5K | |
| 17 | +$50 | |
| 18 | +$2 | |
| 19 | -$13.1K | |
| 20 | -$222.3K | |
| 21 | -$240.9K | |
| 22 | -$323.6K |