Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | SIGNATUREFD, LLC | $8.1M |
| 2 | Brookstone Capital Management | $2.9M |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $966.0K |
| 4 | CALIBER WEALTH MANAGEMENT, LLC / KS | $725.8K |
| 5 | ARS Wealth Advisors Group, LLC | $713.6K |
| 6 | Composition Wealth, LLC | $681.4K |
| 7 | Southland Equity Partners LLC | $630.4K |
| 8 | DHJJ Financial Advisors, Ltd. | $412.0K |
| 9 | IFP Advisors, Inc | $324.5K |
| 10 | Cape Investment Advisory, Inc. | $293.2K |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $12.9K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$8.1M | |
| 2 | +$2.9M | |
| 3 | +$966.0K | |
| 4 | +$725.8K | |
| 5 | +$713.6K | |
| 6 | +$681.4K | |
| 7 | +$630.4K | |
| 8 | +$412.0K | |
| 9 | +$324.5K | |
| 10 | +$293.2K | |
| 11 | +$12.9K |