Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Mirae Asset Global Investments Co., Ltd. | $12.9M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $6.3M |
| 3 | Prospera Financial Services Inc | $1.3M |
| 4 | RIA Advisory Group LLC | $1.3M |
| 5 | Midwest Financial Network, LLC | $969.9K |
| 6 | J.W. COLE ADVISORS, INC. | $953.1K |
| 7 | Core Wealth Partners LLC | $943.2K |
| 8 | CPC Advisors, LLC | $735.4K |
| 9 | RCS Financial Planning, LLC | $648.0K |
| 10 | Envestnet Portfolio Solutions, Inc. | $606.3K |
| 11 | QUATTRO FINANCIAL ADVISORS LLC | $480.1K |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | $478.3K |
| 13 | LAUREL OAK WEALTH MANAGEMENT, LLC | $243.1K |
| 14 | FLAGSHIP HARBOR ADVISORS, LLC | $237.8K |
| 15 | Valeo Financial Advisors, LLC | $231.3K |
| 16 | IFP Advisors, Inc | $14.7K |
| 17 | Farther Finance Advisors, LLC | $5.8K |
| 18 | Kozak & Associates, Inc. | $296 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$12.9M | |
| 2 | +$969.9K | |
| 3 | +$735.4K | |
| 4 | +$648.0K | |
| 5 | +$480.1K | |
| 6 | +$300.5K | |
| 7 | +$231.3K | |
| 8 | +$126.8K | |
| 9 | +$90.1K | |
| 10 | +$59.0K | |
| 11 | +$36.5K | |
| 12 | +$31.8K | |
| 13 | +$25.5K | |
| 14 | +$14.7K | |
| 15 | +$705 | |
| 16 | +$24 | |
| 17 | -$88 | |
| 18 | -$64.2K | |
| 19 | -$294.9K | |
| 20 | -$2.2M |