Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | TCP Asset Management, LLC | $17.8M |
| 2 | TRUE BLUE FINANCIAL, LLC | $3.9M |
| 3 | BENJAMIN EDWARDS INC | $2.4M |
| 4 | COTTONWOOD CAPITAL ADVISORS, LLC | $587.0K |
| 5 | Onyx Bridge Wealth Group LLC | $281.0K |
| 6 | RVW Wealth, LLC | $240.6K |
| 7 | LANARK FINANCIAL, INC. | $132.0K |
| 8 | GAMMA Investing LLC | $97.6K |
| 9 | Financial Perspectives, Inc | $65.9K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $42.2K |
| 11 | Farther Finance Advisors, LLC | $11.5K |
| 12 | Decker Retirement Planning Inc. | $5.4K |
| 13 | CoreCap Advisors, LLC | $3.7K |
| 14 | CX Institutional | $23 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$820.5K | |
| 3 | +$72.3K | |
| 4 | +$63.2K | |
| 5 | +$42.2K | |
| 6 | +$28.7K | |
| 7 | +$13.5K | |
| 8 | +$10.0K | |
| 9 | +$6.9K | |
| 10 | +$5.4K | |
| 11 | +$1.9K | |
| 12 | +$379 | |
| 13 | -$767 | |
| 14 | -$1.2K | |
| 15 | -$66.8K | |
| 16 | -$190.2K |