Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $1.2M |
| 2 | Spire Wealth Management | $1.2M |
| 3 | Farther Finance Advisors, LLC | $1.1M |
| 4 | PFG Advisors | $1.0M |
| 5 | Cypress Wealth Services, LLC | $399.3K |
| 6 | Focus Financial Network, Inc. | $392.0K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $363.9K |
| 8 | First Heartland Consultants, Inc. | $356.5K |
| 9 | Capital Investment Advisory Services, LLC | $76.9K |
| 10 | IFP Advisors, Inc | $8.3K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$63.2K | |
| 2 | +$35.0K | |
| 3 | +$22.3K | |
| 4 | +$21.9K | |
| 5 | +$19.9K | |
| 6 | +$16.9K | |
| 7 | +$4.3K | |
| 8 | +$466 | |
| 9 | -$10.1K | |
| 10 | -$104.5K |