Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $6.6M |
| 2 | Arlington Financial Advisors, LLC | $5.9M |
| 3 | GenWealth Group, Inc. | $4.1M |
| 4 | Dynamic Advisor Solutions LLC | $1.1M |
| 5 | Mason & Associates Inc | $770.9K |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | $653.5K |
| 7 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $536.8K |
| 8 | AdvisorNet Financial, Inc | $527.3K |
| 9 | GGM Financial LLC | $502.1K |
| 10 | Bond & Devick Financial Network, Inc. | $399.8K |
| 11 | JNBA Financial Advisors | $393.8K |
| 12 | Sprinkle Financial Consultants LLC | $255.0K |
| 13 | Williams & Novak, LLC | $239.3K |
| 14 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $212.8K |
| 15 | Farther Finance Advisors, LLC | $172.3K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$763.3K | |
| 3 | +$502.1K | |
| 4 | +$397.4K | |
| 5 | +$367.7K | |
| 6 | +$212.8K | |
| 7 | +$193.5K | |
| 8 | +$94.7K | |
| 9 | +$73.0K | |
| 10 | +$55.7K | |
| 11 | +$34.3K | |
| 12 | +$31.1K | |
| 13 | +$18.2K | |
| 14 | +$5.0K | |
| 15 | -$49.3K | |
| 16 | -$372.1K |