Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Centennial Wealth Advisory LLC | $22.5M |
| 2 | WORLD EQUITY GROUP, INC. | $5.0M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M |
| 4 | Brookstone Capital Management | $1.4M |
| 5 | NOVEM GROUP | $967.2K |
| 6 | Onyx Bridge Wealth Group LLC | $878.8K |
| 7 | Financial Guidance Group, Inc. | $821.9K |
| 8 | IAMS WEALTH MANAGEMENT, LLC | $762.6K |
| 9 | PFG Advisors | $676.9K |
| 10 | Wealthcare Advisory Partners LLC | $623.3K |
| 11 | IFP Advisors, Inc | $596.2K |
| 12 | TCFG Investment Advisors, LLC | $593.3K |
| 13 | Farther Finance Advisors, LLC | $555.6K |
| 14 | DHJJ Financial Advisors, Ltd. | $519.6K |
| 15 | BAM Wealth Management, LLC | $422.5K |
| 16 | Crewe Advisors LLC | $325.8K |
| 17 | Foguth Wealth Management, LLC. | $299.5K |
| 18 | HBW ADVISORY SERVICES LLC | $281.1K |
| 19 | Prospera Financial Services Inc | $241.1K |
| 20 | Kelly Financial Services LLC | $232.9K |
| 21 | PFS Partners, LLC | $36.9K |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | $29.0K |
| 23 | AMERICAN NATIONAL BANK & TRUST | $7.2K |
| 24 | JFS WEALTH ADVISORS, LLC | $2.3K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$4.4M | |
| 2 | +$474.9K | |
| 3 | +$473.3K | |
| 4 | +$422.5K | |
| 5 | +$241.1K | |
| 6 | +$103.8K | |
| 7 | +$76.3K | |
| 8 | +$73.6K | |
| 9 | +$70.2K | |
| 10 | +$68.8K | |
| 11 | +$62.3K | |
| 12 | +$52.2K | |
| 13 | +$48.2K | |
| 14 | +$43.6K | |
| 15 | +$27.3K | |
| 16 | +$23.9K | |
| 17 | +$23.6K | |
| 18 | +$19.5K | |
| 19 | +$15.8K | |
| 20 | +$3.1K | |
| 21 | +$2.4K | |
| 22 | +$2.3K | |
| 23 | +$602 | |
| 24 | -$307 | |
| 25 | -$424.7K | |
| 26 | -$1.4M |