Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Elmwood Wealth Management, Inc. | $4.2M |
| 2 | Ignite Planners, LLC | $3.1M |
| 3 | Trilogy Capital Inc. | $691.8K |
| 4 | LANARK FINANCIAL, INC. | $513.0K |
| 5 | Net Worth Advisory Group | $363.8K |
| 6 | COLUMBIA ADVISORY PARTNERS LLC | $322.4K |
| 7 | ARKANSAS FINANCIAL GROUP, INC. | $322.3K |
| 8 | Barnes Wealth Management Group, Inc | $299.9K |
| 9 | RFG Advisory, LLC | $285.1K |
| 10 | Baker Ellis Asset Management LLC | $246.8K |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | $47.0K |
| 12 | IFP Advisors, Inc | $26.9K |
| 13 | JFS WEALTH ADVISORS, LLC | $26.4K |
| 14 | SBI Securities Co., Ltd. | $12.7K |
| 15 | CoreCap Advisors, LLC | $3.8K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$322.4K | |
| 2 | +$299.9K | |
| 3 | +$245.7K | |
| 4 | +$123.4K | |
| 5 | +$31.0K | |
| 6 | +$21.5K | |
| 7 | +$14.5K | |
| 8 | +$7.2K | |
| 9 | +$1.0K | |
| 10 | +$809 | |
| 11 | +$416 | |
| 12 | -$2.5K | |
| 13 | -$3.6K | |
| 14 | -$22.5K | |
| 15 | -$26.8K | |
| 16 | -$27.8K | |
| 17 | -$3.9M |