Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | OxenFree Capital LLC | $1.2M |
| 2 | RFG Advisory, LLC | $1.1M |
| 3 | J.W. COLE ADVISORS, INC. | $975.1K |
| 4 | Sowell Financial Services LLC | $919.0K |
| 5 | Accel Wealth Management | $441.7K |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $367.3K |
| 7 | Dynamic Advisor Solutions LLC | $328.3K |
| 8 | Prospera Financial Services Inc | $294.2K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $264.7K |
| 10 | CoreCap Advisors, LLC | $248.5K |
| 11 | Realta Investment Advisors | $247.3K |
| 12 | Wealthcare Advisory Partners LLC | $232.3K |
| 13 | Meadowbrook Wealth Management, LLC | $229.7K |
| 14 | MassMutual Private Wealth & Trust, FSB | $225.2K |
| 15 | Spire Wealth Management | $206.4K |
| 16 | Farther Finance Advisors, LLC | $89.0K |
| 17 | LANARK FINANCIAL, INC. | $84.8K |
| 18 | Noble Wealth Management PBC | $18.7K |
| 19 | ST GERMAIN D J CO INC | $16.0K |
| 20 | IFP Advisors, Inc | $14.5K |
| 21 | VSM Wealth Advisory, LLC | $13.5K |
| 22 | VISION FINANCIAL MARKETS LLC | $12.2K |
| 23 | Investors Research Corp | $11.5K |
| 24 | Cape Investment Advisory, Inc. | $11.5K |
| 25 | Vermillion Wealth Management, Inc. | $11.4K |
| 26 | Vision Retirement, LLC | $5.3K |
| 27 | Main Street Group, LTD | $5.1K |
| 28 | JFS WEALTH ADVISORS, LLC | $960 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$148.3K | |
| 2 | +$108.3K | |
| 3 | +$40.8K | |
| 4 | +$39.0K | |
| 5 | +$31.2K | |
| 6 | +$13.2K | |
| 7 | +$11.5K | |
| 8 | +$10.9K | |
| 9 | +$10.7K | |
| 10 | +$10.2K | |
| 11 | +$9.9K | |
| 12 | +$9.1K | |
| 13 | +$8.2K | |
| 14 | +$3.7K | |
| 15 | +$1.0K | |
| 16 | +$963 | |
| 17 | +$960 | |
| 18 | +$819 | |
| 19 | +$702 | |
| 20 | +$690 | |
| 21 | +$593 | |
| 22 | +$504 | |
| 23 | +$501 | |
| 24 | +$323 | |
| 25 | +$224 | |
| 26 | -$952 | |
| 27 | -$11.0K | |
| 28 | -$100.0K | |
| 29 | -$311.7K |