Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $5.9M |
| 2 | LVZ, Inc. | $4.4M |
| 3 | Sowell Financial Services LLC | $4.3M |
| 4 | J.W. COLE ADVISORS, INC. | $4.2M |
| 5 | Turning Point Benefit Group, Inc. | $3.9M |
| 6 | First Heartland Consultants, Inc. | $3.8M |
| 7 | EverSource Wealth Advisors, LLC | $2.3M |
| 8 | O'Connor Financial Group LLC | $1.8M |
| 9 | BOS Asset Management, LLC | $1.2M |
| 10 | Financial Advisory Corp | $1.2M |
| 11 | CoreCap Advisors, LLC | $926.4K |
| 12 | Sound Stewardship, LLC | $878.4K |
| 13 | LifeWealth Investments, LLC | $719.2K |
| 14 | KAVAR CAPITAL PARTNERS GROUP, LLC | $588.4K |
| 15 | Demars Financial Group, LLC | $570.2K |
| 16 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $560.9K |
| 17 | Brookstone Capital Management | $421.8K |
| 18 | Strategic Blueprint, LLC | $274.6K |
| 19 | IFP Advisors, Inc | $161.4K |
| 20 | AdvisorNet Financial, Inc | $141.2K |
| 21 | Bank of New Hampshire | $63.4K |
| 22 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $30.2K |
| 23 | PEOPLES FINANCIAL SERVICES CORP. | $26.7K |
| 24 | Blue Trust, Inc. | $5.9K |
| 25 | True Wealth Design, LLC | $2.0K |
| 26 | First PREMIER Bank | $13 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$4.2M | |
| 2 | +$2.8M | |
| 3 | +$1.9M | |
| 4 | +$898.1K | |
| 5 | +$570.2K | |
| 6 | +$476.9K | |
| 7 | +$352.6K | |
| 8 | +$142.3K | |
| 9 | +$135.8K | |
| 10 | +$127.0K | |
| 11 | +$118.8K | |
| 12 | +$101.4K | |
| 13 | +$69.4K | |
| 14 | +$40.3K | |
| 15 | +$23.8K | |
| 16 | +$22.0K | |
| 17 | +$21.3K | |
| 18 | +$14.3K | |
| 19 | +$9.2K | |
| 20 | +$4.9K | |
| 21 | +$2.3K | |
| 22 | +$456 | |
| 23 | +$157 | |
| 24 | +$1 | |
| 25 | -$3.5K | |
| 26 | -$70.2K |