Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $5.4M |
| 2 | Crumly & Associates Inc. | $2.8M |
| 3 | Kesler, Norman & Wride, LLC | $880.3K |
| 4 | Prospera Financial Services Inc | $704.2K |
| 5 | Realta Investment Advisors | $639.8K |
| 6 | D.A. DAVIDSON & CO. | $555.0K |
| 7 | COTTONWOOD CAPITAL ADVISORS, LLC | $429.9K |
| 8 | Farther Finance Advisors, LLC | $406.1K |
| 9 | Global View Capital Management LLC | $338.4K |
| 10 | JBR Co Financial Management Inc | $291.8K |
| 11 | LANARK FINANCIAL, INC. | $206.3K |
| 12 | IFP Advisors, Inc | $79.4K |
| 13 | Golden State Wealth Management, LLC | $30.8K |
| 14 | Nova Wealth Management, Inc. | $21.8K |
| 15 | Register Financial Advisors LLC | $20.2K |
| 16 | Vermillion Wealth Management, Inc. | $19.8K |
| 17 | DHJJ Financial Advisors, Ltd. | $16.1K |
| 18 | Blue Trust, Inc. | $12.6K |
| 19 | Mosley Wealth Management | $12.2K |
| 20 | Financial Perspectives, Inc | $12.1K |
| 21 | CoreCap Advisors, LLC | $10.7K |
| 22 | Spire Wealth Management | $5.2K |
| 23 | Capital Investment Advisory Services, LLC | $4.2K |
| 24 | Wagner Wealth Management, LLC | $1.6K |
| 25 | SBI Securities Co., Ltd. | $870 |
| 26 | HHM Wealth Advisors, LLC | $203 |
| 27 | CX Institutional | $10 |
Manager changes2026-06-30 vs 2026-03-3133 / 33 loaded
| # | ||
|---|---|---|
| 1 | +$3.4M | |
| 2 | +$3.4K | |
| 3 | +$2.4K | |
| 4 | +$203 | |
| 5 | $0 | |
| 6 | -$178 | |
| 7 | -$451 | |
| 8 | -$571 | |
| 9 | -$1.2K | |
| 10 | -$1.3K | |
| 11 | -$1.3K | |
| 12 | -$1.8K | |
| 13 | -$2.1K | |
| 14 | -$2.2K | |
| 15 | -$2.4K | |
| 16 | -$3.2K | |
| 17 | -$3.3K | |
| 18 | -$8.5K | |
| 19 | -$23.8K | |
| 20 | -$31.3K | |
| 21 | -$48.1K | |
| 22 | -$77.9K | |
| 23 | -$92.7K | |
| 24 | -$94.1K | |
| 25 | -$119.9K | |
| 26 | -$151.7K | |
| 27 | -$255.9K | |
| 28 | -$639.8K | |
| 29 | -$693.2K | |
| 30 | -$1.1M | |
| 31 | -$1.5M | |
| 32 | -$5.1M | |
| 33 | -$20.2M |