Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Sowell Financial Services LLC | $5.5M |
| 2 | Range Financial Group LLC | $1.8M |
| 3 | MONEYWISE, INC. | $1.1M |
| 4 | Revisor Wealth Management LLC | $1.1M |
| 5 | Envestnet Portfolio Solutions, Inc. | $1.0M |
| 6 | Ridgeline Wealth, LLC | $958.3K |
| 7 | AMARILLO NATIONAL BANK | $841.4K |
| 8 | Turning Point Benefit Group, Inc. | $758.6K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $519.2K |
| 10 | RFG Advisory, LLC | $367.3K |
| 11 | EverSource Wealth Advisors, LLC | $318.1K |
| 12 | Legacy Wealth Asset Management, LLC | $311.7K |
| 13 | Strategic Blueprint, LLC | $286.5K |
| 14 | SageOak Financial, LLC | $272.7K |
| 15 | Focus Financial Network, Inc. | $265.6K |
| 16 | PFG Advisors | $236.3K |
| 17 | Well Done, LLC | $228.7K |
| 18 | Community Financial Services Group, LLC | $176.5K |
| 19 | CoreCap Advisors, LLC | $58.8K |
| 20 | AdvisorNet Financial, Inc | $9.2K |
| 21 | Main Street Group, LTD | $858 |
| 22 | Blue Trust, Inc. | $812 |
| 23 | IFP Advisors, Inc | $143 |
| 24 | FNY Investment Advisers, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$956.4K | |
| 2 | +$439.4K | |
| 3 | +$421.1K | |
| 4 | +$236.3K | |
| 5 | +$99.1K | |
| 6 | +$88.4K | |
| 7 | +$71.6K | |
| 8 | +$58.9K | |
| 9 | +$32.1K | |
| 10 | +$21.8K | |
| 11 | +$19.1K | |
| 12 | +$9.5K | |
| 13 | +$7.1K | |
| 14 | +$5.6K | |
| 15 | +$4.1K | |
| 16 | +$858 | |
| 17 | +$143 | |
| 18 | +$58 | |
| 19 | $0 | |
| 20 | -$4.2K | |
| 21 | -$16.3K | |
| 22 | -$16.7K | |
| 23 | -$43.3K | |
| 24 | -$98.4K | |
| 25 | -$182.6K | |
| 26 | -$614.3K | |
| 27 | -$2.7M |