Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Financial Guidance Group, Inc. | $3.4M |
| 2 | SECURED RETIREMENT ADVISORS, LLC | $1.3M |
| 3 | Diligent Investors, LLC | $1.1M |
| 4 | Ignite Planners, LLC | $564.4K |
| 5 | PFS Partners, LLC | $466.0K |
| 6 | LVZ, Inc. | $355.5K |
| 7 | Arlington Capital Management, Inc. | $273.9K |
| 8 | Envestnet Portfolio Solutions, Inc. | $266.2K |
| 9 | DHJJ Financial Advisors, Ltd. | $79.7K |
| 10 | Capital Investment Advisory Services, LLC | $57.2K |
| 11 | IFP Advisors, Inc | $23.7K |
| 12 | Farther Finance Advisors, LLC | $13.0K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$266.2K | |
| 2 | +$168.4K | |
| 3 | +$98.6K | |
| 4 | +$57.2K | |
| 5 | +$26.4K | |
| 6 | +$26.1K | |
| 7 | +$22.2K | |
| 8 | +$20.1K | |
| 9 | +$14.7K | |
| 10 | +$13.0K | |
| 11 | +$1.3K | |
| 12 | -$1.8K |