Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $3.2M |
| 2 | Focus Financial Network, Inc. | $1.1M |
| 3 | Spire Wealth Management | $989.6K |
| 4 | Midwest Financial Network, LLC | $894.9K |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $766.7K |
| 6 | PFG Advisors | $766.2K |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $696.1K |
| 8 | Cypress Wealth Services, LLC | $532.4K |
| 9 | First Heartland Consultants, Inc. | $447.0K |
| 10 | Accurate Wealth Management, LLC | $409.0K |
| 11 | Castle Rock Wealth Management, LLC | $333.2K |
| 12 | Patriot Financial Group Insurance Agency, LLC | $294.1K |
| 13 | IFP Advisors, Inc | $256.7K |
| 14 | Walser Wealth Management Company, A Ltd Liability Co | $248.6K |
| 15 | Stonebridge Financial Group, LLC / MO | $234.0K |
| 16 | DHJJ Financial Advisors, Ltd. | $201.6K |
| 17 | AdvisorNet Financial, Inc | $140.2K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$408.7K | |
| 2 | +$396.5K | |
| 3 | +$263.6K | |
| 4 | +$135.9K | |
| 5 | +$113.5K | |
| 6 | +$85.0K | |
| 7 | +$66.0K | |
| 8 | +$25.3K | |
| 9 | +$14.3K | |
| 10 | +$12.2K | |
| 11 | +$11.8K | |
| 12 | +$11.1K | |
| 13 | +$9.6K | |
| 14 | +$6.7K | |
| 15 | -$106.5K | |
| 16 | -$266.2K | |
| 17 | -$310.8K |