Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M |
| 2 | SIGNATUREFD, LLC | $1.8M |
| 3 | ACCESS FINANCIAL SERVICES, INC. | $1.7M |
| 4 | Diligent Investors, LLC | $1.6M |
| 5 | BCS Wealth Management | $898.4K |
| 6 | Ifrah Financial Services, Inc. | $861.2K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $860.5K |
| 8 | IFP Advisors, Inc | $800.0K |
| 9 | DHJJ Financial Advisors, Ltd. | $719.7K |
| 10 | Opus Financial Solutions LLC | $587.6K |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $548.5K |
| 12 | CYPRESS FINANCIAL PLANNING LLC | $482.6K |
| 13 | PFG Advisors | $477.5K |
| 14 | Composition Wealth, LLC | $432.3K |
| 15 | Liberty Atlantic Advisors LLC | $420.2K |
| 16 | PFS Partners, LLC | $417.3K |
| 17 | NorthCrest Asset Manangement, LLC | $357.5K |
| 18 | FIDUCIARY FINANCIAL GROUP, LLC | $306.5K |
| 19 | BENJAMIN EDWARDS INC | $304.3K |
| 20 | Cypress Wealth Services, LLC | $263.6K |
| 21 | Merit Financial Group, LLC | $251.4K |
| 22 | Accurate Wealth Management, LLC | $211.2K |
| 23 | Capital Investment Advisory Services, LLC | $107.9K |
| 24 | CoreCap Advisors, LLC | $106.8K |
| 25 | AdvisorNet Financial, Inc | $54.2K |
| 26 | HARBOR INVESTMENT ADVISORY, LLC | $39.9K |
| 27 | Cape Investment Advisory, Inc. | $14.4K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$211.2K | |
| 2 | +$179.8K | |
| 3 | +$162.0K | |
| 4 | +$114.0K | |
| 5 | +$111.2K | |
| 6 | +$105.2K | |
| 7 | +$100.5K | |
| 8 | +$96.2K | |
| 9 | +$81.9K | |
| 10 | +$52.3K | |
| 11 | +$47.2K | |
| 12 | +$40.2K | |
| 13 | +$33.9K | |
| 14 | +$31.9K | |
| 15 | +$25.2K | |
| 16 | +$19.6K | |
| 17 | +$18.9K | |
| 18 | +$17.4K | |
| 19 | +$16.3K | |
| 20 | +$15.5K | |
| 21 | +$14.4K | |
| 22 | +$12.0K | |
| 23 | +$6.7K | |
| 24 | +$6.6K | |
| 25 | +$3.3K | |
| 26 | +$2.5K | |
| 27 | -$9.2K | |
| 28 | -$292.6K |