Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | DAGCO, INC. | $4.6M |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.5M |
| 3 | E&G Advisors, LLC | $1.2M |
| 4 | CITY HOLDING CO | $1.2M |
| 5 | Diligent Investors, LLC | $1.1M |
| 6 | Avidian Wealth Enterprises, LLC | $862.2K |
| 7 | Prospera Financial Services Inc | $690.7K |
| 8 | Ferguson Shapiro LLC | $496.8K |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $422.9K |
| 10 | CoreCap Advisors, LLC | $403.4K |
| 11 | Farther Finance Advisors, LLC | $376.2K |
| 12 | Brookstone Capital Management | $364.1K |
| 13 | MBL Wealth, LLC | $347.9K |
| 14 | Madrona Financial Services, LLC | $305.3K |
| 15 | DHJJ Financial Advisors, Ltd. | $292.8K |
| 16 | XY Planning Network, Inc. | $272.1K |
| 17 | Hartford Financial Management Inc. | $270.3K |
| 18 | Next Level Private LLC | $265.7K |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $246.2K |
| 20 | Spire Wealth Management | $214.1K |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $206.4K |
| 22 | Triumph Capital Management | $157.1K |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $74.0K |
| 24 | AdvisorNet Financial, Inc | $56.1K |
| 25 | IFP Advisors, Inc | $49.7K |
| 26 | Noble Wealth Management PBC | $34.8K |
| 27 | PARK AVENUE SECURITIES LLC | $2.3K |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$368.3K | |
| 2 | +$92.3K | |
| 3 | +$74.0K | |
| 4 | +$71.6K | |
| 5 | +$53.8K | |
| 6 | +$50.1K | |
| 7 | +$32.9K | |
| 8 | +$29.4K | |
| 9 | +$29.3K | |
| 10 | +$21.7K | |
| 11 | +$20.3K | |
| 12 | +$19.1K | |
| 13 | +$18.3K | |
| 14 | +$16.6K | |
| 15 | +$14.8K | |
| 16 | +$3.5K | |
| 17 | +$2.2K | |
| 18 | +$144 | |
| 19 | -$3.8K | |
| 20 | -$12.2K | |
| 21 | -$31.6K | |
| 22 | -$34.7K | |
| 23 | -$48.3K | |
| 24 | -$71.6K | |
| 25 | -$122.6K | |
| 26 | -$128.9K | |
| 27 | -$661.3K | |
| 28 | -$869.4K | |
| 29 | -$909.3K | |
| 30 | -$1.8M |