Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $3.0M |
| 2 | MISSION WEALTH MANAGEMENT, LP | $2.6M |
| 3 | Farther Finance Advisors, LLC | $2.5M |
| 4 | Sequoia Financial Advisors, LLC | $2.2M |
| 5 | Cerro Pacific Wealth Advisors LLC | $1.8M |
| 6 | Valeo Financial Advisors, LLC | $1.2M |
| 7 | Apollon Wealth Management, LLC | $550.6K |
| 8 | BLVD Private Wealth, LLC | $311.3K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $294.5K |
| 10 | Strategic Blueprint, LLC | $237.8K |
| 11 | Stanich Group LLC | $221.3K |
| 12 | Falcon Wealth Planning | $210.6K |
| 13 | IFP Advisors, Inc | $84.5K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$1.1M | |
| 3 | +$473.9K | |
| 4 | +$389.5K | |
| 5 | +$367.3K | |
| 6 | +$294.5K | |
| 7 | +$237.8K | |
| 8 | +$221.3K | |
| 9 | +$210.6K | |
| 10 | +$145.8K | |
| 11 | +$100.3K | |
| 12 | +$42.4K | |
| 13 | +$20.2K | |
| 14 | -$230 |