Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Strategic Blueprint, LLC | $4.6M |
| 2 | PFG Advisors | $2.6M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M |
| 4 | J.W. COLE ADVISORS, INC. | $1.1M |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $672.1K |
| 6 | Smith Thornton Advisors LLC | $623.1K |
| 7 | KPP Advisory Services LLC | $619.8K |
| 8 | Patriot Financial Group Insurance Agency, LLC | $527.6K |
| 9 | CoreCap Advisors, LLC | $401.2K |
| 10 | First Heartland Consultants, Inc. | $363.6K |
| 11 | Dynamic Advisor Solutions LLC | $314.5K |
| 12 | IFP Advisors, Inc | $237.8K |
| 13 | Intrua Financial, LLC | $205.3K |
| 14 | DHJJ Financial Advisors, Ltd. | $66.6K |
| 15 | Noble Wealth Management PBC | $46.1K |
| 16 | Farther Finance Advisors, LLC | $29.1K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $25.9K |
| 18 | JFS WEALTH ADVISORS, LLC | $819 |
| 19 | EverSource Wealth Advisors, LLC | $61 |
| 20 | Capital Advisors, Ltd. LLC | $12 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$336.7K | |
| 2 | +$205.3K | |
| 3 | +$187.8K | |
| 4 | +$110.3K | |
| 5 | +$34.7K | |
| 6 | +$33.5K | |
| 7 | +$23.1K | |
| 8 | +$4.3K | |
| 9 | +$2.6K | |
| 10 | +$1.8K | |
| 11 | +$1.3K | |
| 12 | +$1.3K | |
| 13 | +$819 | |
| 14 | +$3 | |
| 15 | $0 | |
| 16 | -$4.6K | |
| 17 | -$10.3K | |
| 18 | -$14.6K | |
| 19 | -$15.7K | |
| 20 | -$53.2K | |
| 21 | -$529.8K |