Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | PFS Partners, LLC | $12.2M |
| 2 | Financial Guidance Group, Inc. | $6.2M |
| 3 | Brookstone Capital Management | $1.2M |
| 4 | Octavia Wealth Advisors, LLC | $1.0M |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $605.5K |
| 6 | HBW ADVISORY SERVICES LLC | $386.1K |
| 7 | First Heartland Consultants, Inc. | $315.3K |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $262.4K |
| 9 | Triumph Capital Management | $256.4K |
| 10 | Envestnet Portfolio Solutions, Inc. | $242.0K |
| 11 | Merit Financial Group, LLC | $236.8K |
| 12 | DHJJ Financial Advisors, Ltd. | $157.6K |
| 13 | Capital Investment Advisory Services, LLC | $85.1K |
| 14 | IFP Advisors, Inc | $41.8K |
| 15 | LANARK FINANCIAL, INC. | $35.9K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$332.6K | |
| 2 | +$242.0K | |
| 3 | +$173.3K | |
| 4 | +$53.5K | |
| 5 | +$52.6K | |
| 6 | +$26.9K | |
| 7 | +$20.3K | |
| 8 | +$13.8K | |
| 9 | +$13.5K | |
| 10 | +$12.4K | |
| 11 | +$8.3K | |
| 12 | +$2.2K | |
| 13 | +$1.9K | |
| 14 | -$46.6K | |
| 15 | -$54.1K | |
| 16 | -$359.2K |