Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | CFS Investment Advisory Services, LLC | $6.2M |
| 2 | BEACON FINANCIAL GROUP | $2.2M |
| 3 | EHRLICH FINANCIAL GROUP | $1.8M |
| 4 | Cornerstone Wealth Management, LLC | $592.5K |
| 5 | J.W. COLE ADVISORS, INC. | $570.4K |
| 6 | IFP Advisors, Inc | $372.5K |
| 7 | Clarity Asset Management, Inc. | $292.4K |
| 8 | Vision Retirement, LLC | $162.8K |
| 9 | Spire Wealth Management | $90.1K |
| 10 | Crewe Advisors LLC | $27.3K |
| 11 | CoreCap Advisors, LLC | $9.5K |
| 12 | PFS Partners, LLC | $5.9K |
| 13 | Golden State Wealth Management, LLC | $4.5K |
| 14 | Hughes Financial Services, LLC | $4.4K |
| 15 | TSFG, LLC | $631 |
| 16 | Capital Advisors, Ltd. LLC | $15 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$570.4K | |
| 2 | +$62.6K | |
| 3 | +$40.0K | |
| 4 | +$31.1K | |
| 5 | +$4.8K | |
| 6 | +$1.4K | |
| 7 | +$504 | |
| 8 | +$238 | |
| 9 | +$234 | |
| 10 | +$106 | |
| 11 | +$1 | |
| 12 | -$2.0K | |
| 13 | -$2.4K | |
| 14 | -$2.5K | |
| 15 | -$18.1K | |
| 16 | -$310.2K | |
| 17 | -$1.7M |