Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $8.3M |
| 2 | McGrath & Associates, Inc. | $8.1M |
| 3 | STAPP WEALTH MANAGEMENT, PLLC | $7.6M |
| 4 | Fermata Advisors, LLC | $5.3M |
| 5 | SFG Wealth Management, LLC. | $2.0M |
| 6 | OPTIMA CAPITAL LLC | $1.7M |
| 7 | Spinnaker Investment Group, LLC | $1.5M |
| 8 | SteelPeak Wealth, LLC | $1.2M |
| 9 | Worth Asset Management, LLC | $1.0M |
| 10 | XY Planning Network, Inc. | $483.1K |
| 11 | Redhawk Wealth Advisors, Inc. | $400.0K |
| 12 | Optivise Advisory Services LLC | $367.8K |
| 13 | Prospera Financial Services Inc | $300.8K |
| 14 | Noble Wealth Management PBC | $251.4K |
| 15 | J.W. COLE ADVISORS, INC. | $240.6K |
| 16 | Team Financial Group, LLC | $214.6K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $129.4K |
| 18 | Triumph Capital Management | $20.0K |
| 19 | IFP Advisors, Inc | $17.5K |
| 20 | SIGNATUREFD, LLC | $7.6K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$454.6K | |
| 2 | +$417.1K | |
| 3 | +$119.2K | |
| 4 | +$96.4K | |
| 5 | +$72.5K | |
| 6 | +$63.6K | |
| 7 | +$54.5K | |
| 8 | +$4.3K | |
| 9 | -$226 | |
| 10 | -$592 | |
| 11 | -$5.0K | |
| 12 | -$10.9K | |
| 13 | -$18.0K | |
| 14 | -$23.2K | |
| 15 | -$44.1K | |
| 16 | -$54.6K | |
| 17 | -$73.8K | |
| 18 | -$94.7K | |
| 19 | -$117.3K | |
| 20 | -$474.7K |