Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $1.0M |
| 2 | Park Edge Advisors, LLC | $866.9K |
| 3 | Holcombe Financial, Inc. | $700.8K |
| 4 | Cambridge Advisors Inc. | $506.6K |
| 5 | J. M. Brown & Associates Inc. | $233.8K |
| 6 | Farther Finance Advisors, LLC | $47.2K |
| 7 | Reyes Financial Architecture, Inc. | $7.4K |
| 8 | IFP Advisors, Inc | $503 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$503 | |
| 3 | -$14.5K | |
| 4 | -$98.5K | |
| 5 | -$144.9K | |
| 6 | -$604.8K | |
| 7 | -$691.7K |