Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Client First Investment Management LLC | $1.1M |
| 2 | Farther Finance Advisors, LLC | $1.0M |
| 3 | Valeo Financial Advisors, LLC | $959.2K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809.3K |
| 5 | SBI Securities Co., Ltd. | $573.0K |
| 6 | J.E. Simmons & Co., P.C. | $555.1K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $499.9K |
| 8 | Spire Wealth Management | $280.0K |
| 9 | Sequoia Financial Advisors, LLC | $222.7K |
| 10 | SIGNATUREFD, LLC | $6.3K |
| 11 | Investors Research Corp | $5.9K |
| 12 | CoreCap Advisors, LLC | $13 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$667.0K | |
| 3 | +$518.1K | |
| 4 | +$477.2K | |
| 5 | +$364.9K | |
| 6 | +$299.8K | |
| 7 | +$269.0K | |
| 8 | +$222.7K | |
| 9 | +$69.3K | |
| 10 | +$5.9K | |
| 11 | +$3.4K | |
| 12 | +$7 | |
| 13 | -$288 | |
| 14 | -$8.8K | |
| 15 | -$233.3K |