Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | HBW ADVISORY SERVICES LLC | $6.7M |
| 2 | Patriot Financial Group Insurance Agency, LLC | $4.6M |
| 3 | Farther Finance Advisors, LLC | $2.9M |
| 4 | PRAIRIE ADVISORY, LLC | $2.5M |
| 5 | RFG Advisory, LLC | $2.3M |
| 6 | Centennial Wealth Advisory LLC | $1.8M |
| 7 | Prospera Financial Services Inc | $1.5M |
| 8 | Newman Dignan & Sheerar, Inc. | $930.9K |
| 9 | Strategic Blueprint, LLC | $891.6K |
| 10 | Chris Bulman Inc | $846.5K |
| 11 | Brookstone Capital Management | $731.0K |
| 12 | Sowell Financial Services LLC | $600.3K |
| 13 | Apollon Wealth Management, LLC | $503.2K |
| 14 | Redhawk Wealth Advisors, Inc. | $484.0K |
| 15 | Golden State Wealth Management, LLC | $316.4K |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $273.3K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $258.8K |
| 18 | D.A. DAVIDSON & CO. | $215.8K |
| 19 | BENJAMIN EDWARDS INC | $204.2K |
| 20 | Triumph Capital Management | $164.8K |
| 21 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $53.4K |
| 22 | Key FInancial Inc | $48.7K |
| 23 | Capital Investment Advisory Services, LLC | $21.3K |
| 24 | Noble Wealth Management PBC | $10.8K |
| 25 | Pflug Koory, LLC | $3.9K |
| 26 | WOLFF WIESE MAGANA LLC | $1.7K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$1.8M | |
| 3 | +$1.5M | |
| 4 | +$528.4K | |
| 5 | +$273.3K | |
| 6 | +$260.8K | |
| 7 | +$249.8K | |
| 8 | +$240.4K | |
| 9 | +$215.8K | |
| 10 | +$212.5K | |
| 11 | +$204.2K | |
| 12 | +$129.4K | |
| 13 | +$101.9K | |
| 14 | +$52.5K | |
| 15 | +$39.8K | |
| 16 | +$17.9K | |
| 17 | +$12.9K | |
| 18 | +$11.7K | |
| 19 | +$4.8K | |
| 20 | +$3.9K | |
| 21 | +$2.6K | |
| 22 | +$416 | |
| 23 | -$36.1K | |
| 24 | -$456.6K | |
| 25 | -$698.0K | |
| 26 | -$1.7M | |
| 27 | -$2.4M | |
| 28 | -$5.0M |