Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | RAINEY & RANDALL WEALTH ADVISORS INC. | $8.8M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M |
| 3 | Sound Income Strategies, LLC | $4.2M |
| 4 | IFP Advisors, Inc | $944.0K |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $744.2K |
| 6 | Cornerstone Wealth Management, LLC | $318.5K |
| 7 | J.W. COLE ADVISORS, INC. | $256.4K |
| 8 | City Center Advisors, LLC | $201.2K |
| 9 | WEBSTER BANK, N. A. | $57.2K |
| 10 | Farther Finance Advisors, LLC | $22.7K |
| 11 | CoreCap Advisors, LLC | $2.0K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$256.4K | |
| 2 | +$201.2K | |
| 3 | +$112.2K | |
| 4 | +$58.1K | |
| 5 | +$18.9K | |
| 6 | +$9.2K | |
| 7 | +$19 | |
| 8 | -$11 | |
| 9 | -$33.3K | |
| 10 | -$75.5K | |
| 11 | -$101.2K | |
| 12 | -$1.2M |