Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $3.1M |
| 2 | RFG Advisory, LLC | $2.9M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M |
| 4 | Dynamic Advisor Solutions LLC | $1.1M |
| 5 | Merit Financial Group, LLC | $915.2K |
| 6 | TrustWell Financial Advisors, LLC | $806.4K |
| 7 | IFP Advisors, Inc | $764.1K |
| 8 | Security Financial Services, INC. | $748.5K |
| 9 | Strategic Blueprint, LLC | $481.5K |
| 10 | Plan A Wealth LLC | $409.2K |
| 11 | EverSource Wealth Advisors, LLC | $355.1K |
| 12 | Mascoma Wealth Management LLC | $71.5K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$1.2M | |
| 3 | +$806.4K | |
| 4 | +$303.6K | |
| 5 | +$117.4K | |
| 6 | +$97.1K | |
| 7 | +$74.5K | |
| 8 | +$71.5K | |
| 9 | +$20.6K | |
| 10 | +$15.4K | |
| 11 | -$4.5K | |
| 12 | -$5.8K | |
| 13 | -$25.5K | |
| 14 | -$322.3K |