Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | HEFFERNAN ADVISORY, INC | $3.9M |
| 2 | Wealthcare Advisory Partners LLC | $2.7M |
| 3 | XML Financial, LLC | $1.7M |
| 4 | Wealthcare Capital Partners, LLC | $1.1M |
| 5 | First Heartland Consultants, Inc. | $979.0K |
| 6 | Centurion Wealth Management LLC | $949.6K |
| 7 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $948.1K |
| 8 | Farther Finance Advisors, LLC | $912.4K |
| 9 | Prospera Financial Services Inc | $816.4K |
| 10 | LongView Wealth Management | $425.1K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $312.2K |
| 12 | Investors Research Corp | $231.9K |
| 13 | D.A. DAVIDSON & CO. | $224.2K |
| 14 | LANARK FINANCIAL, INC. | $44.0K |
| 15 | VIMA LLC | $40.9K |
| 16 | GHP Investment Advisors, Inc. | $38.6K |
| 17 | ALBION FINANCIAL GROUP /UT | $20.1K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $19.9K |
| 19 | Advantage Trust Co | $16.9K |
| 20 | Decker Retirement Planning Inc. | $12.1K |
| 21 | Triumph Capital Management | $8.8K |
| 22 | EverSource Wealth Advisors, LLC | $7.3K |
| 23 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $6.7K |
| 24 | CX Institutional | $1.2K |
| 25 | IFP Advisors, Inc | $704 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$353.2K | |
| 2 | +$185.2K | |
| 3 | +$116.7K | |
| 4 | +$88.9K | |
| 5 | +$61.5K | |
| 6 | +$38.6K | |
| 7 | +$36.6K | |
| 8 | +$36.6K | |
| 9 | +$34.6K | |
| 10 | +$16.9K | |
| 11 | +$15.9K | |
| 12 | +$14.2K | |
| 13 | +$12.9K | |
| 14 | +$12.1K | |
| 15 | +$1.4K | |
| 16 | +$778 | |
| 17 | +$289 | |
| 18 | +$270 | |
| 19 | +$238 | |
| 20 | +$46 | |
| 21 | +$23 | |
| 22 | -$1.7K | |
| 23 | -$15.1K | |
| 24 | -$64.4K | |
| 25 | -$110.7K |