Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $2.1M |
| 2 | RFG Advisory, LLC | $1.2M |
| 3 | Plan A Wealth LLC | $776.0K |
| 4 | IFP Advisors, Inc | $542.2K |
| 5 | Envestnet Portfolio Solutions, Inc. | $328.8K |
| 6 | EverSource Wealth Advisors, LLC | $295.9K |
| 7 | AdvisorNet Financial, Inc | $54.5K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$563.7K | |
| 2 | +$184.8K | |
| 3 | +$160.7K | |
| 4 | +$152.6K | |
| 5 | +$88.6K | |
| 6 | +$64.0K | |
| 7 | +$7.9K | |
| 8 | -$1.4K | |
| 9 | -$2.1K |