Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | SIGNATUREFD, LLC | $25.3M |
| 2 | Brookstone Capital Management | $1.7M |
| 3 | Diligent Investors, LLC | $1.4M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $999.1K |
| 5 | First Heartland Consultants, Inc. | $964.9K |
| 6 | Castle Rock Wealth Management, LLC | $771.9K |
| 7 | ARS Wealth Advisors Group, LLC | $711.5K |
| 8 | Cypress Wealth Services, LLC | $525.7K |
| 9 | Merit Financial Group, LLC | $494.2K |
| 10 | Composition Wealth, LLC | $393.2K |
| 11 | BENJAMIN EDWARDS INC | $314.6K |
| 12 | Strategic Blueprint, LLC | $285.5K |
| 13 | IFP Advisors, Inc | $279.8K |
| 14 | Welch Financial Planning, LLC | $239.9K |
| 15 | DHJJ Financial Advisors, Ltd. | $238.7K |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $8.0K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$465.4K | |
| 2 | +$65.7K | |
| 3 | +$52.3K | |
| 4 | +$49.3K | |
| 5 | +$37.2K | |
| 6 | +$36.3K | |
| 7 | +$34.1K | |
| 8 | +$27.5K | |
| 9 | +$20.6K | |
| 10 | +$16.5K | |
| 11 | +$14.6K | |
| 12 | +$12.5K | |
| 13 | +$7.9K | |
| 14 | +$6.9K | |
| 15 | +$418 | |
| 16 | -$1.5M |