Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Sonoma Allocations LLC | $4.5M |
| 2 | Southland Equity Partners LLC | $1.0M |
| 3 | Diligent Investors, LLC | $717.5K |
| 4 | Focus Financial Network, Inc. | $350.2K |
| 5 | TopTier Wealth Management, LLC | $318.8K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $297.0K |
| 7 | Liberty Atlantic Advisors LLC | $294.9K |
| 8 | DHJJ Financial Advisors, Ltd. | $191.2K |
| 9 | AdvisorNet Financial, Inc | $104.2K |
| 10 | IFP Advisors, Inc | $99.3K |
| 11 | RED REEF ADVISORS LLC | $31.3K |
| 12 | Mosley Wealth Management | $18.9K |
| 13 | CoreCap Advisors, LLC | $6.8K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$4.5M | |
| 2 | +$50.6K | |
| 3 | +$36.6K | |
| 4 | +$25.7K | |
| 5 | +$23.9K | |
| 6 | +$23.8K | |
| 7 | +$22.3K | |
| 8 | +$18.9K | |
| 9 | +$8.4K | |
| 10 | +$2.5K | |
| 11 | +$544 | |
| 12 | -$637 | |
| 13 | -$66.7K | |
| 14 | -$257.6K |