Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Peak Financial Management, Inc. | $13.5M |
| 2 | BENJAMIN EDWARDS INC | $7.0M |
| 3 | IFP Advisors, Inc | $5.4M |
| 4 | FIFTH THIRD SECURITIES, INC. | $4.1M |
| 5 | EverSource Wealth Advisors, LLC | $2.6M |
| 6 | D.A. DAVIDSON & CO. | $2.5M |
| 7 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $2.4M |
| 8 | Total Clarity Wealth Management, Inc. | $1.1M |
| 9 | Sonoma Allocations LLC | $998.3K |
| 10 | Bright Futures Wealth Management, LLC. | $931.0K |
| 11 | BankPlus Wealth Management LLC | $865.0K |
| 12 | BOYUM WEALTH ARCHITECTS LLC | $836.6K |
| 13 | Farther Finance Advisors, LLC | $596.8K |
| 14 | Wealth Management Partners, LLC | $574.4K |
| 15 | ARWA LLC | $564.4K |
| 16 | HF Advisory Group, LLC | $400.7K |
| 17 | PFG Advisors | $304.7K |
| 18 | Stonebridge Financial Group, LLC / MO | $279.5K |
| 19 | TCFG Investment Advisors, LLC | $225.0K |
| 20 | AdvisorNet Financial, Inc | $130.1K |
| 21 | Quest 10 Wealth Builders, Inc. | $6.4K |
| 22 | CoreCap Advisors, LLC | $6.2K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$3.6M | |
| 2 | +$1.8M | |
| 3 | +$739.3K | |
| 4 | +$543.7K | |
| 5 | +$492.1K | |
| 6 | +$491.6K | |
| 7 | +$274.5K | |
| 8 | +$132.5K | |
| 9 | +$131.0K | |
| 10 | +$120.0K | |
| 11 | +$101.5K | |
| 12 | +$84.7K | |
| 13 | +$45.6K | |
| 14 | +$35.9K | |
| 15 | +$1.8K | |
| 16 | +$54 | |
| 17 | -$12 | |
| 18 | -$1.8K | |
| 19 | -$59.6K | |
| 20 | -$192.3K | |
| 21 | -$206.5K | |
| 22 | -$884.9K |