Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $1.7M |
| 2 | Farther Finance Advisors, LLC | $1.5M |
| 3 | Fortis Group Advisors, LLC | $517.9K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $448.6K |
| 5 | Accurate Wealth Management, LLC | $244.6K |
| 6 | IFP Advisors, Inc | $96.3K |
| 7 | VIMA LLC | $87.0K |
| 8 | Mosley Wealth Management | $49.7K |
| 9 | Networth Advisors, LLC | $27.2K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$517.9K | |
| 3 | +$448.6K | |
| 4 | +$244.6K | |
| 5 | +$37.1K | |
| 6 | +$11.7K | |
| 7 | -$392 | |
| 8 | -$103.9K |