Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Fragasso Financial Advisors Inc | $1.2M |
| 2 | KFG WEALTH MANAGEMENT, LLC | $1.0M |
| 3 | SECURED RETIREMENT ADVISORS, LLC | $859.6K |
| 4 | Diligent Investors, LLC | $807.7K |
| 5 | PFS Partners, LLC | $608.1K |
| 6 | AdvisorNet Financial, Inc | $561.9K |
| 7 | CYPRESS FINANCIAL PLANNING LLC | $355.7K |
| 8 | Ferguson Shapiro LLC | $344.3K |
| 9 | Liberty Atlantic Advisors LLC | $330.0K |
| 10 | FIDUCIARY FINANCIAL GROUP, LLC | $241.0K |
| 11 | Pinnacle Wealth Management Group, Inc. | $204.1K |
| 12 | DHJJ Financial Advisors, Ltd. | $158.5K |
| 13 | CoreCap Advisors, LLC | $115.2K |
| 14 | SIGNATUREFD, LLC | $80.8K |
| 15 | IFP Advisors, Inc | $40.1K |
| 16 | Noble Wealth Management PBC | $17.3K |
| 17 | EverSource Wealth Advisors, LLC | $16.2K |
| 18 | LANARK FINANCIAL, INC. | $13.9K |
| 19 | Beacon Financial Strategies CORP | $3.7K |
| 20 | Farther Finance Advisors, LLC | $1.2K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$204.1K | |
| 2 | +$53.1K | |
| 3 | +$46.5K | |
| 4 | +$42.3K | |
| 5 | +$29.4K | |
| 6 | +$22.7K | |
| 7 | +$13.8K | |
| 8 | +$12.6K | |
| 9 | +$11.1K | |
| 10 | +$8.3K | |
| 11 | +$6.0K | |
| 12 | +$4.2K | |
| 13 | +$3.7K | |
| 14 | +$2.1K | |
| 15 | +$1.8K | |
| 16 | +$905 | |
| 17 | +$845 | |
| 18 | +$726 | |
| 19 | +$56 | |
| 20 | -$21.7K | |
| 21 | -$25.8M |