Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | TRUE Private Wealth Advisors | $4.6M |
| 2 | Navigation Wealth Management, Inc. | $3.1M |
| 3 | Strategic Blueprint, LLC | $2.9M |
| 4 | Farther Finance Advisors, LLC | $2.4M |
| 5 | UNIQUE WEALTH, LLC | $870.4K |
| 6 | Ignite Planners, LLC | $688.7K |
| 7 | Revisor Wealth Management LLC | $440.1K |
| 8 | GK Wealth Management LLC | $257.2K |
| 9 | CoreCap Advisors, LLC | $239.4K |
| 10 | Independent Wealth Network Inc. | $239.2K |
| 11 | SeaCrest Wealth Management, LLC | $230.9K |
| 12 | IFP Advisors, Inc | $5.0K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$812.6K | |
| 3 | +$714.0K | |
| 4 | +$404.7K | |
| 5 | +$269.6K | |
| 6 | +$257.2K | |
| 7 | +$230.9K | |
| 8 | +$145.6K | |
| 9 | +$76.5K | |
| 10 | +$18.5K | |
| 11 | +$10.7K | |
| 12 | +$896 |