Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Ferguson Shapiro LLC | $6.2M |
| 2 | Financial Guidance Group, Inc. | $5.5M |
| 3 | IFP Advisors, Inc | $4.8M |
| 4 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $2.5M |
| 5 | First Heartland Consultants, Inc. | $2.0M |
| 6 | Ignite Planners, LLC | $1.3M |
| 7 | DHJJ Financial Advisors, Ltd. | $736.5K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $722.0K |
| 9 | Prospera Financial Services Inc | $716.2K |
| 10 | Farther Finance Advisors, LLC | $686.1K |
| 11 | NOVEM GROUP | $557.5K |
| 12 | J.W. COLE ADVISORS, INC. | $439.4K |
| 13 | Diligent Investors, LLC | $405.4K |
| 14 | WINNACLE WEALTH LLC | $351.9K |
| 15 | Spire Wealth Management | $328.1K |
| 16 | Redhawk Wealth Advisors, Inc. | $296.8K |
| 17 | LEGACY SOLUTIONS, LLC | $296.7K |
| 18 | RFG Advisory, LLC | $264.0K |
| 19 | HBW ADVISORY SERVICES LLC | $253.5K |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $73.6K |
| 21 | AdvisorNet Financial, Inc | $49.0K |
| 22 | CoreCap Advisors, LLC | $22.9K |
| 23 | Noble Wealth Management PBC | $13.5K |
| 24 | PARK AVENUE SECURITIES LLC | $382 |
| 25 | Capital Investment Advisory Services, LLC | $135 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$439.4K | |
| 2 | +$403.6K | |
| 3 | +$273.9K | |
| 4 | +$238.7K | |
| 5 | +$187.0K | |
| 6 | +$143.5K | |
| 7 | +$88.2K | |
| 8 | +$73.6K | |
| 9 | +$45.5K | |
| 10 | +$45.5K | |
| 11 | +$39.6K | |
| 12 | +$30.5K | |
| 13 | +$25.9K | |
| 14 | +$22.3K | |
| 15 | +$22.3K | |
| 16 | +$19.9K | |
| 17 | +$19.9K | |
| 18 | +$1.7K | |
| 19 | +$1.0K | |
| 20 | +$38 | |
| 21 | +$10 | |
| 22 | -$283 | |
| 23 | -$5.7K | |
| 24 | -$5.9K | |
| 25 | -$73.7K | |
| 26 | -$562.4K | |
| 27 | -$1.6M | |
| 28 | -$14.2M |