Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Crumly & Associates Inc. | $13.5M |
| 2 | Mainsail Financial Group, LLC | $10.4M |
| 3 | Highland Financial Advisors, LLC | $4.0M |
| 4 | Leibman Financial Services, Inc. | $3.8M |
| 5 | Blue Trust, Inc. | $907.4K |
| 6 | GHP Investment Advisors, Inc. | $346.5K |
| 7 | 180 WEALTH ADVISORS, LLC | $217.9K |
| 8 | THOMPSON INVESTMENT MANAGEMENT, INC. | $141.7K |
| 9 | IFP Advisors, Inc | $120.2K |
| 10 | Finley Financial, LLC | $79.9K |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $28.3K |
| 12 | MB, LEVIS & ASSOCIATES, LLC | $21.5K |
| 13 | Farther Finance Advisors, LLC | $19.7K |
| 14 | Realta Investment Advisors | $3.9K |
| 15 | SBI Securities Co., Ltd. | $2.8K |
| 16 | Spire Wealth Management | $1.1K |
| 17 | PARK AVENUE SECURITIES LLC | $283 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$3.0M | |
| 2 | +$2.3M | |
| 3 | +$1.5M | |
| 4 | +$726.0K | |
| 5 | +$588.5K | |
| 6 | +$217.9K | |
| 7 | +$54.3K | |
| 8 | +$52.8K | |
| 9 | +$24.2K | |
| 10 | +$21.6K | |
| 11 | +$3.3K | |
| 12 | +$2.1K | |
| 13 | +$1.3K | |
| 14 | +$587 | |
| 15 | +$162 | |
| 16 | -$277 | |
| 17 | -$3.0K | |
| 18 | -$6.0K | |
| 19 | -$208.8K |