Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | AdvisorNet Financial, Inc | $4.2M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $2.8M |
| 3 | My Personal CFO, LLC | $2.2M |
| 4 | PFG Advisors | $1.7M |
| 5 | IFP Advisors, Inc | $1.6M |
| 6 | BENJAMIN EDWARDS INC | $1.4M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M |
| 8 | Diligent Investors, LLC | $1.3M |
| 9 | DHJJ Financial Advisors, Ltd. | $1.3M |
| 10 | Cypress Wealth Services, LLC | $810.1K |
| 11 | PFS Partners, LLC | $531.7K |
| 12 | Smallwood Wealth Investment Management, LLC | $452.7K |
| 13 | Opus Financial Solutions LLC | $399.3K |
| 14 | SIGNATUREFD, LLC | $329.5K |
| 15 | CYPRESS FINANCIAL PLANNING LLC | $272.1K |
| 16 | First Heartland Consultants, Inc. | $241.3K |
| 17 | Cardinal Point Capital Management ULC | $232.3K |
| 18 | BCS Wealth Management | $219.9K |
| 19 | CoreCap Advisors, LLC | $218.4K |
| 20 | LANARK FINANCIAL, INC. | $123.0K |
| 21 | Physician Wealth Advisors, Inc. | $53.3K |
| 22 | Farther Finance Advisors, LLC | $49.6K |
| 23 | EverSource Wealth Advisors, LLC | $40.1K |
| 24 | Capital Investment Advisory Services, LLC | $25.9K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$452.7K | |
| 2 | +$170.4K | |
| 3 | +$112.1K | |
| 4 | +$101.9K | |
| 5 | +$74.3K | |
| 6 | +$71.0K | |
| 7 | +$64.7K | |
| 8 | +$62.3K | |
| 9 | +$47.1K | |
| 10 | +$44.3K | |
| 11 | +$42.8K | |
| 12 | +$38.3K | |
| 13 | +$25.1K | |
| 14 | +$18.9K | |
| 15 | +$15.6K | |
| 16 | +$11.0K | |
| 17 | +$10.4K | |
| 18 | +$8.9K | |
| 19 | +$7.0K | |
| 20 | +$2.5K | |
| 21 | -$4.0K | |
| 22 | -$4.0K | |
| 23 | -$4.1K | |
| 24 | -$14.5K | |
| 25 | -$33.4K | |
| 26 | -$507.0K |