Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Welch Financial Planning, LLC | $2.0M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M |
| 3 | Composition Wealth, LLC | $1.1M |
| 4 | Brookstone Capital Management | $635.5K |
| 5 | Physician Wealth Advisors, Inc. | $627.3K |
| 6 | Dynamic Advisor Solutions LLC | $536.7K |
| 7 | CALIBER WEALTH MANAGEMENT, LLC / KS | $214.3K |
| 8 | Southland Equity Partners LLC | $212.5K |
| 9 | CRA Financial Services, LLC | $208.7K |
| 10 | First Heartland Consultants, Inc. | $206.7K |
| 11 | DHJJ Financial Advisors, Ltd. | $110.9K |
| 12 | IFP Advisors, Inc | $55.1K |
| 13 | EVOLUTION WEALTH MANAGEMENT INC. | $53.2K |
| 14 | Noble Wealth Management PBC | $33.0K |
| 15 | Farther Finance Advisors, LLC | $10.6K |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $8.8K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$43.4K | |
| 2 | +$24.4K | |
| 3 | +$22.1K | |
| 4 | +$20.9K | |
| 5 | +$8.3K | |
| 6 | +$8.3K | |
| 7 | +$8.1K | |
| 8 | +$4.3K | |
| 9 | +$3.1K | |
| 10 | +$2.1K | |
| 11 | +$2.1K | |
| 12 | +$1.3K | |
| 13 | +$379 | |
| 14 | +$341 | |
| 15 | -$269.2K | |
| 16 | -$1.5M |