Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Mason & Associates Inc | $24.9M |
| 2 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $21.7M |
| 3 | MARINO, STRAM & ASSOCIATES LLC | $9.3M |
| 4 | Farther Finance Advisors, LLC | $1.8M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M |
| 6 | Golden State Wealth Management, LLC | $1.4M |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.2M |
| 8 | Fortis Group Advisors, LLC | $1.1M |
| 9 | ATTICUS WEALTH MANAGEMENT, LLC | $1.1M |
| 10 | Revisor Wealth Management LLC | $934.7K |
| 11 | D.A. DAVIDSON & CO. | $900.3K |
| 12 | Dynamic Advisor Solutions LLC | $493.8K |
| 13 | GGM Financial LLC | $488.5K |
| 14 | Covenant Asset Management, LLC | $487.9K |
| 15 | Nova Wealth Management, Inc. | $411.5K |
| 16 | JNBA Financial Advisors | $55.1K |
| 17 | GHP Investment Advisors, Inc. | $38.4K |
| 18 | IFP Advisors, Inc | $29.7K |
| 19 | TSFG, LLC | $8.5K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$3.5M | |
| 2 | +$2.1M | |
| 3 | +$950.7K | |
| 4 | +$939.6K | |
| 5 | +$604.0K | |
| 6 | +$165.5K | |
| 7 | +$129.7K | |
| 8 | +$89.2K | |
| 9 | +$86.4K | |
| 10 | +$57.6K | |
| 11 | +$47.0K | |
| 12 | +$36.9K | |
| 13 | +$7.2K | |
| 14 | +$6.5K | |
| 15 | +$4.7K | |
| 16 | +$3.5K | |
| 17 | +$2.3K | |
| 18 | -$31.8K | |
| 19 | -$53.6K | |
| 20 | -$62.1K | |
| 21 | -$98.0K | |
| 22 | -$269.7K | |
| 23 | -$5.2M |