Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | AMERICAN ASSET MANAGEMENT INC. | $41.3M |
| 2 | Wellment Financial | $5.9M |
| 3 | Spire Wealth Management | $2.7M |
| 4 | Networth Advisors, LLC | $2.5M |
| 5 | Farther Finance Advisors, LLC | $2.5M |
| 6 | IFP Advisors, Inc | $2.3M |
| 7 | Aegis Wealth Management, Inc. | $1.7M |
| 8 | Castle Rock Wealth Management, LLC | $1.2M |
| 9 | PFG Advisors | $1.1M |
| 10 | Midwest Financial Network, LLC | $991.5K |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $956.2K |
| 12 | Mosley Wealth Management | $597.1K |
| 13 | Focus Financial Network, Inc. | $513.1K |
| 14 | ST GERMAIN D J CO INC | $314.2K |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $259.4K |
| 16 | LANARK FINANCIAL, INC. | $242.1K |
| 17 | RIA Advisory Group LLC | $218.1K |
| 18 | Quest 10 Wealth Builders, Inc. | $209.7K |
| 19 | DHJJ Financial Advisors, Ltd. | $159.1K |
| 20 | EVOLUTION WEALTH MANAGEMENT INC. | $121.7K |
| 21 | Decker Retirement Planning Inc. | $25.8K |
| 22 | PARK AVENUE SECURITIES LLC | $597 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$586.7K | |
| 3 | +$433.8K | |
| 4 | +$227.8K | |
| 5 | +$162.9K | |
| 6 | +$131.3K | |
| 7 | +$124.6K | |
| 8 | +$87.6K | |
| 9 | +$27.4K | |
| 10 | +$25.3K | |
| 11 | +$23.2K | |
| 12 | +$17.8K | |
| 13 | +$14.7K | |
| 14 | +$13.7K | |
| 15 | +$12.4K | |
| 16 | +$10.3K | |
| 17 | +$9.0K | |
| 18 | +$1.5K | |
| 19 | +$39 | |
| 20 | -$67.5K | |
| 21 | -$73.0K | |
| 22 | -$279.1K | |
| 23 | -$312.4K | |
| 24 | -$1.5M |