Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Counterpoint Mutual Funds LLC | $81.2M |
| 2 | Nilsine Partners, LLC | $11.9M |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $6.5M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M |
| 5 | Intrua Financial, LLC | $2.1M |
| 6 | Accurate Wealth Management, LLC | $1.8M |
| 7 | SLT Holdings LLC | $1.3M |
| 8 | Amplius Wealth Advisors, LLC | $646.8K |
| 9 | E&G Advisors, LLC | $414.4K |
| 10 | TRUST CO OF OKLAHOMA | $236.9K |
| 11 | D.A. DAVIDSON & CO. | $225.9K |
| 12 | IFP Advisors, Inc | $106.8K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$16.5M | |
| 2 | +$2.1M | |
| 3 | +$1.7M | |
| 4 | +$1.5M | |
| 5 | +$1.3M | |
| 6 | +$1.2M | |
| 7 | +$817.3K | |
| 8 | +$646.8K | |
| 9 | +$236.9K | |
| 10 | +$225.9K | |
| 11 | +$201.3K | |
| 12 | +$20.9K |