Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Liberty Atlantic Advisors LLC | $2.8M |
| 2 | Diligent Investors, LLC | $1.5M |
| 3 | Cape Investment Advisory, Inc. | $903.6K |
| 4 | NorthCrest Asset Manangement, LLC | $680.3K |
| 5 | PFG Advisors | $615.6K |
| 6 | IFP Advisors, Inc | $615.5K |
| 7 | Ifrah Financial Services, Inc. | $608.4K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $569.6K |
| 9 | SIGNATUREFD, LLC | $566.1K |
| 10 | Arlington Capital Management, Inc. | $492.1K |
| 11 | Opus Financial Solutions LLC | $309.4K |
| 12 | ACCESS FINANCIAL SERVICES, INC. | $255.6K |
| 13 | BENJAMIN EDWARDS INC | $251.3K |
| 14 | WINNACLE WEALTH LLC | $207.9K |
| 15 | CoreCap Advisors, LLC | $200.4K |
| 16 | Farther Finance Advisors, LLC | $198.7K |
| 17 | Smallwood Wealth Investment Management, LLC | $188.3K |
| 18 | DHJJ Financial Advisors, Ltd. | $43.3K |
| 19 | Capital Investment Advisory Services, LLC | $34.3K |
| 20 | RED REEF ADVISORS LLC | $15.6K |
| 21 | AdvisorNet Financial, Inc | $12.2K |
| 22 | EverSource Wealth Advisors, LLC | $656 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$680.3K | |
| 2 | +$255.6K | |
| 3 | +$188.3K | |
| 4 | +$106.9K | |
| 5 | +$91.0K | |
| 6 | +$82.6K | |
| 7 | +$63.1K | |
| 8 | +$48.1K | |
| 9 | +$34.2K | |
| 10 | +$24.5K | |
| 11 | +$23.1K | |
| 12 | +$22.5K | |
| 13 | +$9.7K | |
| 14 | +$8.7K | |
| 15 | +$4.3K | |
| 16 | +$1.9K | |
| 17 | +$1.5K | |
| 18 | +$676 | |
| 19 | +$529 | |
| 20 | +$28 | |
| 21 | -$62.9K | |
| 22 | -$113.8K |