Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | TrueWealth Advisors, LLC | $5.4M |
| 2 | RFG Advisory, LLC | $3.5M |
| 3 | First Heartland Consultants, Inc. | $2.7M |
| 4 | Security Financial Services, INC. | $569.0K |
| 5 | IFP Advisors, Inc | $542.1K |
| 6 | Plan A Wealth LLC | $335.7K |
| 7 | EverSource Wealth Advisors, LLC | $2.9K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$615.6K | |
| 3 | +$420.2K | |
| 4 | +$129.3K | |
| 5 | +$82.2K | |
| 6 | +$55.0K | |
| 7 | +$473 | |
| 8 | -$9.5K | |
| 9 | -$23.7K | |
| 10 | -$544.5K |