Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | PEAK FINANCIAL ADVISORS LLC | $21.2M |
| 2 | Dynamic Advisor Solutions LLC | $4.0M |
| 3 | RFG Advisory, LLC | $2.6M |
| 4 | KWB Wealth | $1.1M |
| 5 | PFG Advisors | $648.9K |
| 6 | Entelevest, LLC | $454.3K |
| 7 | Farther Finance Advisors, LLC | $332.3K |
| 8 | CoreCap Advisors, LLC | $47.7K |
| 9 | Versant Capital Management, Inc | $609 |
| 10 | IFP Advisors, Inc | $249 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$3.1M | |
| 2 | +$2.6M | |
| 3 | +$830.8K | |
| 4 | +$264.9K | |
| 5 | +$80.0K | |
| 6 | +$56.7K | |
| 7 | +$16.2K | |
| 8 | +$11 | |
| 9 | +$4 | |
| 10 | -$2.1K | |
| 11 | -$69.8K |