Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | CoreCap Advisors, LLC | $2.3M |
| 2 | JNBA Financial Advisors | $915.0K |
| 3 | SigFig Wealth Management, LLC | $754.4K |
| 4 | IFP Advisors, Inc | $740.4K |
| 5 | Envestnet Portfolio Solutions, Inc. | $497.5K |
| 6 | Evensky & Katz LLC | $1.2K |
| 7 | Capital Advisors, Ltd. LLC | $212 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$281.8K | |
| 2 | +$123.2K | |
| 3 | +$109.3K | |
| 4 | +$89.9K | |
| 5 | +$79.7K | |
| 6 | +$179 | |
| 7 | +$109 |