Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $6.1M |
| 2 | Cerro Pacific Wealth Advisors LLC | $2.0M |
| 3 | Farther Finance Advisors, LLC | $777.7K |
| 4 | MISSION WEALTH MANAGEMENT, LP | $430.7K |
| 5 | Heartwood Wealth Advisors LLC | $374.4K |
| 6 | Avidian Wealth Enterprises, LLC | $306.5K |
| 7 | Emergent Wealth Advisors, LLC | $299.5K |
| 8 | Wall Street Financial Group, Inc. | $292.9K |
| 9 | SageOak Financial, LLC | $269.1K |
| 10 | Strategic Blueprint, LLC | $259.2K |
| 11 | BWM Planning, LLC | $256.0K |
| 12 | WORLD EQUITY GROUP, INC. | $243.2K |
| 13 | Apollon Wealth Management, LLC | $237.2K |
| 14 | IFP Advisors, Inc | $136.0K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$243.2K | |
| 2 | +$226.5K | |
| 3 | +$62.7K | |
| 4 | +$27.1K | |
| 5 | +$8.7K | |
| 6 | +$5.0K | |
| 7 | +$3.8K | |
| 8 | +$3.8K | |
| 9 | +$1.9K | |
| 10 | +$1.8K | |
| 11 | -$193.9K | |
| 12 | -$239.8K | |
| 13 | -$263.2K | |
| 14 | -$306.6K |