Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Cedar Mountain Advisors, LLC | $12.1M |
| 2 | ETF Portfolio Partners, Inc. | $5.4M |
| 3 | Independent Wealth Network Inc. | $2.3M |
| 4 | Sound Income Strategies, LLC | $2.3M |
| 5 | Prospera Financial Services Inc | $1.6M |
| 6 | Cresta Advisors, Ltd. | $1.1M |
| 7 | J.W. COLE ADVISORS, INC. | $756.3K |
| 8 | Level Financial Advisors | $739.5K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $409.1K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $224.7K |
| 11 | FINANCIAL CONSULATE, INC | $82.2K |
| 12 | Decker Retirement Planning Inc. | $55.8K |
| 13 | IFP Advisors, Inc | $51.4K |
| 14 | Quest 10 Wealth Builders, Inc. | $26.1K |
| 15 | Crews Bank & Trust | $9.5K |
| 16 | Bogart Wealth, LLC | $591 |
| 17 | Cape Investment Advisory, Inc. | $317 |
| 18 | TSFG, LLC | $285 |
| 19 | CoreCap Advisors, LLC | $40 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$756.3K | |
| 2 | +$739.5K | |
| 3 | +$409.1K | |
| 4 | +$392.5K | |
| 5 | +$297.7K | |
| 6 | +$123.9K | |
| 7 | +$28.9K | |
| 8 | +$6.1K | |
| 9 | +$4.4K | |
| 10 | +$317 | |
| 11 | +$307 | |
| 12 | +$297 | |
| 13 | +$283 | |
| 14 | +$52 | |
| 15 | +$3 | |
| 16 | +$1 | |
| 17 | -$19 | |
| 18 | -$3.8K | |
| 19 | -$13.1K | |
| 20 | -$222.8K | |
| 21 | -$236.3K | |
| 22 | -$12.4M |