Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $5.9M |
| 2 | Liberty Atlantic Advisors LLC | $5.8M |
| 3 | WINNACLE WEALTH LLC | $3.8M |
| 4 | Brookstone Capital Management | $1.1M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $902.2K |
| 6 | Capital Investment Advisory Services, LLC | $479.1K |
| 7 | SIGNATUREFD, LLC | $415.6K |
| 8 | Farther Finance Advisors, LLC | $401.8K |
| 9 | Beacon Financial Strategies CORP | $233.1K |
| 10 | Elmwood Wealth Management, Inc. | $222.9K |
| 11 | Triumph Capital Management | $85.0K |
| 12 | CoreCap Advisors, LLC | $50.9K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$847.8K | |
| 3 | +$846.0K | |
| 4 | +$388.7K | |
| 5 | +$334.7K | |
| 6 | +$233.7K | |
| 7 | +$233.1K | |
| 8 | +$59.0K | |
| 9 | +$50.7K | |
| 10 | +$9.7K | |
| 11 | +$4.8K | |
| 12 | -$46.8K | |
| 13 | -$172.0K |