Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $29.0M |
| 2 | KOM Wealth Management Group, LLC | $16.0M |
| 3 | NOVEM GROUP | $8.7M |
| 4 | PRECEDENT WEALTH PARTNERS, LLC | $8.3M |
| 5 | SAX WEALTH ADVISORS, LLC | $5.8M |
| 6 | Buska Wealth Management, LLC | $4.9M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M |
| 8 | MFA Wealth Services | $2.8M |
| 9 | PFG Advisors | $1.1M |
| 10 | Pines Wealth Management, LLC | $1.1M |
| 11 | Envestnet Portfolio Solutions, Inc. | $998.0K |
| 12 | BAM Wealth Management, LLC | $687.9K |
| 13 | BENJAMIN EDWARDS INC | $507.1K |
| 14 | Bay Capital Advisors, LLC | $408.1K |
| 15 | Farther Finance Advisors, LLC | $397.1K |
| 16 | Bulwark Capital Corp | $96.9K |
| 17 | AdvisorNet Financial, Inc | $93.6K |
| 18 | Harbor Asset Planning, Inc. | $75.3K |
| 19 | Spire Wealth Management | $28.3K |
| 20 | EverSource Wealth Advisors, LLC | $6.9K |
| 21 | IFP Advisors, Inc | $2.8K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$8.3M | |
| 2 | +$3.4M | |
| 3 | +$2.7M | |
| 4 | +$2.1M | |
| 5 | +$2.1M | |
| 6 | +$1.7M | |
| 7 | +$1.1M | |
| 8 | +$459.8K | |
| 9 | +$428.1K | |
| 10 | +$332.8K | |
| 11 | +$118.2K | |
| 12 | +$96.3K | |
| 13 | +$85.6K | |
| 14 | +$68.6K | |
| 15 | +$65.5K | |
| 16 | +$38.1K | |
| 17 | +$15.9K | |
| 18 | +$4.5K | |
| 19 | +$1.1K | |
| 20 | +$1.1K | |
| 21 | -$6.0K | |
| 22 | -$73.4K | |
| 23 | -$330.6K |