Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | DORVAL Corp | $12.7M |
| 2 | Roan Capital Partners | $5.5M |
| 3 | McNaughton Wealth Management, LLC | $2.9M |
| 4 | Johnson & White Wealth Management, LLC | $2.0M |
| 5 | HF Advisory Group, LLC | $1.2M |
| 6 | Clearview Wealth Management LLC | $651.0K |
| 7 | AdvisorNet Financial, Inc | $504.6K |
| 8 | Strategic Blueprint, LLC | $489.4K |
| 9 | ROFFMAN MILLER ASSOCIATES INC /PA/ | $394.6K |
| 10 | Fragasso Financial Advisors Inc | $307.8K |
| 11 | J.W. COLE ADVISORS, INC. | $252.0K |
| 12 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $249.3K |
| 13 | Grey Fox Wealth Advisors, LLC | $236.2K |
| 14 | IFP Advisors, Inc | $165.5K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $31.7K |
| 16 | Vermillion Wealth Management, Inc. | $20.4K |
| 17 | Capital Investment Advisory Services, LLC | $17.9K |
| 18 | LANARK FINANCIAL, INC. | $17.3K |
| 19 | Bogart Wealth, LLC | $11.6K |
| 20 | SOA Wealth Advisors, LLC. | $11.1K |
| 21 | Farther Finance Advisors, LLC | $9.3K |
| 22 | Spire Wealth Management | $5.8K |
| 23 | PARK AVENUE SECURITIES LLC | $404 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$867.5K | |
| 3 | +$324.4K | |
| 4 | +$252.0K | |
| 5 | +$208.6K | |
| 6 | +$176.3K | |
| 7 | +$118.6K | |
| 8 | +$69.9K | |
| 9 | +$63.1K | |
| 10 | +$33.4K | |
| 11 | +$29.1K | |
| 12 | +$23.7K | |
| 13 | +$21.3K | |
| 14 | +$4.1K | |
| 15 | +$2.7K | |
| 16 | +$2.3K | |
| 17 | +$2.2K | |
| 18 | +$1.5K | |
| 19 | +$1.5K | |
| 20 | +$1.1K | |
| 21 | +$750 | |
| 22 | +$404 | |
| 23 | -$10.0K | |
| 24 | -$84.0K | |
| 25 | -$944.9K |