Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Strategic Blueprint, LLC | $10.5M |
| 2 | Redhawk Wealth Advisors, Inc. | $4.0M |
| 3 | Brookwood Investment Group LLC | $3.3M |
| 4 | PFG Investments, LLC | $3.2M |
| 5 | Onyx Bridge Wealth Group LLC | $2.5M |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $1.6M |
| 7 | Welch Financial Planning, LLC | $1.2M |
| 8 | LexAurum Advisors, LLC | $1.1M |
| 9 | WINNACLE WEALTH LLC | $742.7K |
| 10 | Brookstone Capital Management | $652.3K |
| 11 | Secure Asset Management, LLC | $430.2K |
| 12 | Palacios Wealth Management, LLC | $239.2K |
| 13 | Wealthcare Advisory Partners LLC | $231.3K |
| 14 | MRA Advisory Group | $201.4K |
| 15 | IFP Advisors, Inc | $200.0K |
| 16 | WOLFF WIESE MAGANA LLC | $44.8K |
| 17 | Essential Investment Partners LLC | $36.2K |
| 18 | Realta Investment Advisors | $12.6K |
| 19 | Farther Finance Advisors, LLC | $10.3K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$5.1M | |
| 2 | +$3.3M | |
| 3 | +$2.5M | |
| 4 | +$2.3M | |
| 5 | +$1.3M | |
| 6 | +$1.2M | |
| 7 | +$1.2M | |
| 8 | +$430.2K | |
| 9 | +$324.0K | |
| 10 | +$308.4K | |
| 11 | +$239.2K | |
| 12 | +$231.3K | |
| 13 | +$201.4K | |
| 14 | +$125.5K | |
| 15 | +$79.6K | |
| 16 | +$44.8K | |
| 17 | +$7.1K | |
| 18 | +$4.4K | |
| 19 | +$18 |