Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $1.1M |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $769.9K |
| 3 | IFP Advisors, Inc | $728.3K |
| 4 | Diligent Investors, LLC | $640.7K |
| 5 | PFS Partners, LLC | $439.3K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $370.4K |
| 7 | Castle Rock Wealth Management, LLC | $364.7K |
| 8 | Foguth Wealth Management, LLC. | $363.7K |
| 9 | Cambridge Advisors Inc. | $357.4K |
| 10 | LVZ, Inc. | $348.6K |
| 11 | Lakeridge Wealth Management LLC | $275.7K |
| 12 | Brookstone Capital Management | $246.9K |
| 13 | DHJJ Financial Advisors, Ltd. | $205.0K |
| 14 | Farther Finance Advisors, LLC | $177.7K |
| 15 | Capital Investment Advisory Services, LLC | $11.0K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$177.7K | |
| 2 | +$128.3K | |
| 3 | +$85.6K | |
| 4 | +$69.5K | |
| 5 | +$35.7K | |
| 6 | +$23.6K | |
| 7 | +$14.6K | |
| 8 | +$12.2K | |
| 9 | +$10.2K | |
| 10 | +$9.1K | |
| 11 | -$203 | |
| 12 | -$38.0K | |
| 13 | -$45.5K | |
| 14 | -$50.4K | |
| 15 | -$130.9K | |
| 16 | -$165.5K | |
| 17 | -$206.6K | |
| 18 | -$288.2K | |
| 19 | -$361.0K |