Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | BLVD Private Wealth, LLC | $2.2M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $775.5K |
| 3 | Split Rock Private Trading & Wealth Management, LLC | $753.2K |
| 4 | SIGNATUREFD, LLC | $675.2K |
| 5 | ARQ WEALTH ADVISORS, LLC | $486.0K |
| 6 | Farther Finance Advisors, LLC | $30.2K |
| 7 | IFP Advisors, Inc | $7.6K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$753.2K | |
| 2 | +$415.2K | |
| 3 | +$355.9K | |
| 4 | +$98.6K | |
| 5 | +$31.1K | |
| 6 | +$564 | |
| 7 | -$99.3K | |
| 8 | -$238.7K |