Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | TCP Asset Management, LLC | $11.3M |
| 2 | RFG Advisory, LLC | $5.6M |
| 3 | IFP Advisors, Inc | $3.2M |
| 4 | Beta Wealth Group, Inc. | $1.3M |
| 5 | Fermata Advisors, LLC | $1.0M |
| 6 | IAMS WEALTH MANAGEMENT, LLC | $893.1K |
| 7 | HBW ADVISORY SERVICES LLC | $755.4K |
| 8 | Apollon Wealth Management, LLC | $415.0K |
| 9 | First Heartland Consultants, Inc. | $394.6K |
| 10 | NOVEM GROUP | $383.6K |
| 11 | BENJAMIN EDWARDS INC | $321.5K |
| 12 | PRIVATE CLIENT SERVICES, LLC | $281.5K |
| 13 | Holistic Financial Partners | $221.6K |
| 14 | PFG Advisors | $207.2K |
| 15 | D.A. DAVIDSON & CO. | $200.5K |
| 16 | CoreCap Advisors, LLC | $108.7K |
| 17 | Spire Wealth Management | $26.0K |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $10.8K |
| 19 | Farther Finance Advisors, LLC | $10.2K |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.2K |
| 21 | Cape Investment Advisory, Inc. | $2.7K |
| 22 | Blue Trust, Inc. | $1.1K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$319.8K | |
| 3 | +$110.3K | |
| 4 | +$33.5K | |
| 5 | +$11.7K | |
| 6 | +$9.0K | |
| 7 | +$8.6K | |
| 8 | +$4.8K | |
| 9 | +$2.7K | |
| 10 | +$1.1K | |
| 11 | +$1.0K | |
| 12 | +$905 | |
| 13 | -$74 | |
| 14 | -$108 | |
| 15 | -$134 | |
| 16 | -$1.3K | |
| 17 | -$2.0K | |
| 18 | -$2.3K | |
| 19 | -$5.1K | |
| 20 | -$11.1K | |
| 21 | -$17.9K | |
| 22 | -$26.1K | |
| 23 | -$27.1K | |
| 24 | -$104.5K | |
| 25 | -$246.8K | |
| 26 | -$593.2K | |
| 27 | -$5.9M | |
| 28 | -$15.8M |