Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | TTP Investments, Inc. | $17.7M |
| 2 | Wealthcare Advisory Partners LLC | $1.2M |
| 3 | Brookstone Capital Management | $1.2M |
| 4 | Strategic Blueprint, LLC | $677.9K |
| 5 | Embree Financial Group | $426.4K |
| 6 | Refined Wealth Management | $376.4K |
| 7 | Venturi Wealth Management, LLC | $294.7K |
| 8 | McHugh Group, LLC | $260.8K |
| 9 | Farther Finance Advisors, LLC | $229.9K |
| 10 | Vawter Financial, Ltd. | $208.6K |
| 11 | Family Legacy Financial Solutions, LLC | $123.9K |
| 12 | Financial Perspectives, Inc | $63.8K |
| 13 | IFP Advisors, Inc | $47.1K |
| 14 | Cape Investment Advisory, Inc. | $35.2K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$17.7M | |
| 2 | +$1.2M | |
| 3 | +$208.6K | |
| 4 | +$183.5K | |
| 5 | +$123.9K | |
| 6 | +$98.8K | |
| 7 | +$94.0K | |
| 8 | +$63.2K | |
| 9 | +$55.8K | |
| 10 | +$43.7K | |
| 11 | +$38.6K | |
| 12 | +$35.2K | |
| 13 | +$9.5K | |
| 14 | +$7.0K | |
| 15 | -$1.9K | |
| 16 | -$3.1K |