Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Retirement Management Systems Inc. | $13.2M |
| 2 | Networth Advisors, LLC | $4.3M |
| 3 | Sunpointe, LLC | $3.9M |
| 4 | IFP Advisors, Inc | $2.1M |
| 5 | BENJAMIN EDWARDS INC | $729.5K |
| 6 | BLUEDOOR PRIVATE WEALTH, LLC | $723.0K |
| 7 | Stewardship Advisors, LLC | $620.8K |
| 8 | Tranquility Partners, LLC | $333.5K |
| 9 | Total Clarity Wealth Management, Inc. | $280.8K |
| 10 | MARINO, STRAM & ASSOCIATES LLC | $272.0K |
| 11 | Quest 10 Wealth Builders, Inc. | $3.6K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$1.1M | |
| 3 | +$272.0K | |
| 4 | +$215.7K | |
| 5 | +$205.6K | |
| 6 | +$102.5K | |
| 7 | +$65.1K | |
| 8 | +$61.8K | |
| 9 | +$42.0K | |
| 10 | +$35.7K | |
| 11 | +$3.6K |