Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Larry Mathis Financial Planning, LLC | $6.0M |
| 2 | Sound Income Strategies, LLC | $5.8M |
| 3 | Synergy Asset Management, LLC | $2.0M |
| 4 | Tactive Advisors, LLC | $1.2M |
| 5 | CoreCap Advisors, LLC | $387.5K |
| 6 | PFG Investments, LLC | $252.2K |
| 7 | ASL Financial, LLC | $227.8K |
| 8 | Farther Finance Advisors, LLC | $64.1K |
| 9 | LifeSteps Financial, Inc. | $6.5K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$484.3K | |
| 3 | +$252.2K | |
| 4 | +$95.7K | |
| 5 | +$6.5K | |
| 6 | +$4.1K | |
| 7 | +$869 | |
| 8 | -$14.0K | |
| 9 | -$266.0K | |
| 10 | -$399.4K |