Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | IFP Advisors, Inc | $4.7M |
| 2 | RiverTree Advisors, LLC | $4.5M |
| 3 | G&S Capital LLC | $4.3M |
| 4 | RFG Advisory, LLC | $2.3M |
| 5 | VIMA LLC | $1.9M |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.9M |
| 7 | CHIRON CAPITAL MANAGEMENT, LLC | $1.8M |
| 8 | Cambridge Advisors Inc. | $1.5M |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M |
| 10 | Golden State Wealth Management, LLC | $1.4M |
| 11 | Capital Investment Advisory Services, LLC | $1.3M |
| 12 | WINNACLE WEALTH LLC | $1.2M |
| 13 | Next Level Private LLC | $1.2M |
| 14 | TrueWealth Advisors, LLC | $848.8K |
| 15 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $699.4K |
| 16 | Brookstone Capital Management | $547.9K |
| 17 | Envestnet Portfolio Solutions, Inc. | $540.9K |
| 18 | Triumph Capital Management | $442.5K |
| 19 | NOVEM GROUP | $413.2K |
| 20 | J.W. COLE ADVISORS, INC. | $331.8K |
| 21 | Quad-Cities Investment Group, LLC | $232.3K |
| 22 | Core Wealth Partners LLC | $225.4K |
| 23 | Bank of New Hampshire | $125.6K |
| 24 | Wagner Wealth Management, LLC | $80.7K |
| 25 | Farther Finance Advisors, LLC | $56.6K |
| 26 | LANARK FINANCIAL, INC. | $54.6K |
| 27 | SBI Securities Co., Ltd. | $647 |
| 28 | DHJJ Financial Advisors, Ltd. | $462 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$1.4M | |
| 3 | +$787.3K | |
| 4 | +$662.0K | |
| 5 | +$446.5K | |
| 6 | +$405.6K | |
| 7 | +$331.8K | |
| 8 | +$247.5K | |
| 9 | +$222.4K | |
| 10 | +$180.0K | |
| 11 | +$157.2K | |
| 12 | +$125.6K | |
| 13 | +$124.7K | |
| 14 | +$101.9K | |
| 15 | +$90.4K | |
| 16 | +$83.7K | |
| 17 | +$73.0K | |
| 18 | +$50.3K | |
| 19 | +$38.6K | |
| 20 | +$20.7K | |
| 21 | +$5.2K | |
| 22 | +$3.3K | |
| 23 | +$3.0K | |
| 24 | +$28 | |
| 25 | -$4 | |
| 26 | -$8.5K | |
| 27 | -$38.4K | |
| 28 | -$243.9K | |
| 29 | -$248.3K | |
| 30 | -$511.3K |