Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Maltin Wealth Management, Inc. | $4.3M |
| 2 | IFP Advisors, Inc | $1.3M |
| 3 | Cypress Wealth Services, LLC | $1.3M |
| 4 | Ignite Planners, LLC | $1.2M |
| 5 | NorthCrest Asset Manangement, LLC | $1.1M |
| 6 | SECURED RETIREMENT ADVISORS, LLC | $744.8K |
| 7 | SOA Wealth Advisors, LLC. | $608.1K |
| 8 | Diligent Investors, LLC | $573.5K |
| 9 | Avidian Wealth Enterprises, LLC | $420.8K |
| 10 | DHJJ Financial Advisors, Ltd. | $415.9K |
| 11 | Prospera Financial Services Inc | $383.0K |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $327.0K |
| 13 | WINNACLE WEALTH LLC | $320.7K |
| 14 | Farther Finance Advisors, LLC | $227.9K |
| 15 | Capital Investment Advisory Services, LLC | $178.9K |
| 16 | LANARK FINANCIAL, INC. | $24.8K |
| 17 | Noble Wealth Management PBC | $24.1K |
| 18 | Decker Retirement Planning Inc. | $16.5K |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.9K |
| 20 | PARK AVENUE SECURITIES LLC | $642 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$305.7K | |
| 2 | +$154.8K | |
| 3 | +$105.9K | |
| 4 | +$65.3K | |
| 5 | +$63.3K | |
| 6 | +$57.2K | |
| 7 | +$55.8K | |
| 8 | +$50.3K | |
| 9 | +$49.9K | |
| 10 | +$43.6K | |
| 11 | +$40.7K | |
| 12 | +$24.8K | |
| 13 | +$22.0K | |
| 14 | +$7.9K | |
| 15 | +$6.0K | |
| 16 | +$942 | |
| 17 | +$644 | |
| 18 | +$200 | |
| 19 | -$11.0K | |
| 20 | -$58.1K |