Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $2.4M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M |
| 3 | SECURED RETIREMENT ADVISORS, LLC | $1.2M |
| 4 | NorthCrest Asset Manangement, LLC | $868.0K |
| 5 | Ignite Planners, LLC | $801.0K |
| 6 | Prospera Financial Services Inc | $467.7K |
| 7 | Diligent Investors, LLC | $226.4K |
| 8 | DHJJ Financial Advisors, Ltd. | $181.3K |
| 9 | Spire Wealth Management | $173.1K |
| 10 | SOA Wealth Advisors, LLC. | $95.3K |
| 11 | LANARK FINANCIAL, INC. | $23.4K |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.1K |
| 13 | Farther Finance Advisors, LLC | $9.7K |
| 14 | CX Institutional | $78 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$177.3K | |
| 2 | +$60.3K | |
| 3 | +$40.1K | |
| 4 | +$31.6K | |
| 5 | +$20.3K | |
| 6 | +$16.5K | |
| 7 | +$12.6K | |
| 8 | +$8.1K | |
| 9 | +$1.7K | |
| 10 | +$1.6K | |
| 11 | +$675 | |
| 12 | +$5 | |
| 13 | -$4.4K | |
| 14 | -$6.9K | |
| 15 | -$212.3K |