Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $4.8M |
| 2 | TCFG Investment Advisors, LLC | $2.7M |
| 3 | D.A. DAVIDSON & CO. | $2.2M |
| 4 | Intrua Financial, LLC | $980.3K |
| 5 | Well Done, LLC | $933.9K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $417.2K |
| 7 | TruNorth Capital Management, LLC | $401.5K |
| 8 | Prospera Financial Services Inc | $322.8K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $291.2K |
| 10 | Cornerstone Wealth Management, LLC | $266.4K |
| 11 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $212.7K |
| 12 | SIGNATUREFD, LLC | $88.7K |
| 13 | AdvisorNet Financial, Inc | $84.5K |
| 14 | Farther Finance Advisors, LLC | $27.0K |
| 15 | Networth Advisors, LLC | $19.3K |
| 16 | Provenance Wealth Advisors, LLC | $12.3K |
| 17 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $6.6K |
| 18 | IFP Advisors, Inc | $790 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$980.3K | |
| 3 | +$933.9K | |
| 4 | +$524.7K | |
| 5 | +$417.2K | |
| 6 | +$401.5K | |
| 7 | +$322.8K | |
| 8 | +$291.2K | |
| 9 | +$19.3K | |
| 10 | +$12.3K | |
| 11 | +$6.5K | |
| 12 | +$4.7K | |
| 13 | +$2.1K | |
| 14 | +$238 | |
| 15 | -$6.8K | |
| 16 | -$45.1K | |
| 17 | -$48.4K | |
| 18 | -$132.8K |