Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | ACCESS FINANCIAL SERVICES, INC. | $15.6M |
| 2 | Wellment Financial | $6.0M |
| 3 | AMERICAN ASSET MANAGEMENT INC. | $5.9M |
| 4 | B.O.S.S. Retirement Advisors, LLC | $4.1M |
| 5 | Networth Advisors, LLC | $2.6M |
| 6 | Spire Wealth Management | $2.4M |
| 7 | Farther Finance Advisors, LLC | $1.6M |
| 8 | LifeWealth Investments, LLC | $1.5M |
| 9 | Focus Financial Network, Inc. | $805.9K |
| 10 | Stonebridge Financial Group, LLC / MO | $649.5K |
| 11 | Castle Rock Wealth Management, LLC | $604.0K |
| 12 | Barnes Dennig Private Wealth Management LLC | $543.7K |
| 13 | First Heartland Consultants, Inc. | $538.4K |
| 14 | PFG Advisors | $529.8K |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $385.8K |
| 16 | Quest 10 Wealth Builders, Inc. | $256.8K |
| 17 | Avidian Wealth Enterprises, LLC | $226.8K |
| 18 | LANARK FINANCIAL, INC. | $175.5K |
| 19 | IFP Advisors, Inc | $121.6K |
| 20 | Decker Retirement Planning Inc. | $73.0K |
| 21 | Mosley Wealth Management | $71.4K |
| 22 | ST GERMAIN D J CO INC | $37.5K |
| 23 | EVOLUTION WEALTH MANAGEMENT INC. | $20.8K |
| 24 | PARK AVENUE SECURITIES LLC | $668 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$15.6M | |
| 2 | +$6.0M | |
| 3 | +$4.1M | |
| 4 | +$2.6M | |
| 5 | +$1.5M | |
| 6 | +$1.1M | |
| 7 | +$538.4K | |
| 8 | +$446.3K | |
| 9 | +$365.8K | |
| 10 | +$256.8K | |
| 11 | +$226.8K | |
| 12 | +$222.6K | |
| 13 | +$219.6K | |
| 14 | +$208.6K | |
| 15 | +$157.3K | |
| 16 | +$121.6K | |
| 17 | +$90.3K | |
| 18 | +$73.0K | |
| 19 | +$71.4K | |
| 20 | +$20.8K | |
| 21 | +$16.4K | |
| 22 | +$5.3K | |
| 23 | +$1.1K | |
| 24 | +$668 |