Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | PFG Investments, LLC | $4.4M |
| 2 | RFG Advisory, LLC | $2.5M |
| 3 | Guilbault Capital LLC | $1.7M |
| 4 | Prospera Financial Services Inc | $423.6K |
| 5 | Sound Income Strategies, LLC | $279.8K |
| 6 | Palacios Wealth Management, LLC | $276.2K |
| 7 | Oregon Pacific Wealth Management, LLC | $266.2K |
| 8 | Patriot Financial Group Insurance Agency, LLC | $254.6K |
| 9 | LANARK FINANCIAL, INC. | $226.5K |
| 10 | IFP Advisors, Inc | $162.1K |
| 11 | Dogwood Wealth Management LLC | $114.0K |
| 12 | SIGNATUREFD, LLC | $39.1K |
| 13 | CoreCap Advisors, LLC | $35.8K |
| 14 | Farther Finance Advisors, LLC | $30.2K |
| 15 | Quaker Wealth Management, LLC | $7.0K |
| 16 | Triumph Capital Management | $782 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$556.4K | |
| 2 | +$552.2K | |
| 3 | +$279.8K | |
| 4 | +$83.9K | |
| 5 | +$30.9K | |
| 6 | +$14.7K | |
| 7 | +$8.7K | |
| 8 | +$3.2K | |
| 9 | +$2.3K | |
| 10 | +$573 | |
| 11 | +$64 | |
| 12 | -$7.3K | |
| 13 | -$20.0K | |
| 14 | -$20.1K | |
| 15 | -$57.7K | |
| 16 | -$130.3K |