Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $2.3M |
| 2 | Composition Wealth, LLC | $1.7M |
| 3 | Castellan Group | $1.6M |
| 4 | ARS Wealth Advisors Group, LLC | $1.0M |
| 5 | KRAEMATON INVESTMENT ADVISORS, INC | $761.3K |
| 6 | Southland Equity Partners LLC | $738.8K |
| 7 | Strategic Blueprint, LLC | $626.2K |
| 8 | WORLD EQUITY GROUP, INC. | $603.3K |
| 9 | Brookstone Capital Management | $567.8K |
| 10 | BENJAMIN EDWARDS INC | $561.2K |
| 11 | Capital Investment Advisory Services, LLC | $458.2K |
| 12 | Welch Financial Planning, LLC | $439.6K |
| 13 | DHJJ Financial Advisors, Ltd. | $388.3K |
| 14 | BROWN WEALTH MANAGEMENT, LLC | $316.8K |
| 15 | Diligent Investors, LLC | $261.0K |
| 16 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $215.5K |
| 17 | KFG WEALTH MANAGEMENT, LLC | $215.4K |
| 18 | IFP Advisors, Inc | $172.6K |
| 19 | CoreCap Advisors, LLC | $137.6K |
| 20 | Physician Wealth Advisors, Inc. | $57.7K |
| 21 | Farther Finance Advisors, LLC | $29.6K |
| 22 | GILPIN WEALTH MANAGEMENT, LLC | $8.0K |
| 23 | Cape Investment Advisory, Inc. | $8.0K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$121.0K | |
| 2 | +$91.9K | |
| 3 | +$51.8K | |
| 4 | +$39.6K | |
| 5 | +$30.0K | |
| 6 | +$29.5K | |
| 7 | +$26.9K | |
| 8 | +$24.5K | |
| 9 | +$20.8K | |
| 10 | +$17.0K | |
| 11 | +$15.7K | |
| 12 | +$14.0K | |
| 13 | +$11.5K | |
| 14 | +$11.5K | |
| 15 | +$8.0K | |
| 16 | +$4.7K | |
| 17 | +$4.4K | |
| 18 | +$3.1K | |
| 19 | +$430 | |
| 20 | -$255 | |
| 21 | -$33.9K | |
| 22 | -$93.4K | |
| 23 | -$149.5K |