Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $4.5M |
| 2 | Farther Finance Advisors, LLC | $4.0M |
| 3 | Bison Wealth, LLC | $877.5K |
| 4 | Focus Financial Network, Inc. | $637.7K |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $584.4K |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $461.0K |
| 7 | Aegis Wealth Management, Inc. | $316.1K |
| 8 | NOVEM GROUP | $294.2K |
| 9 | Accurate Wealth Management, LLC | $272.0K |
| 10 | Spire Wealth Management | $194.2K |
| 11 | AdvisorNet Financial, Inc | $22.0K |
| 12 | IFP Advisors, Inc | $17.0K |
| 13 | DHJJ Financial Advisors, Ltd. | $441 |
| 14 | PARK AVENUE SECURITIES LLC | $249 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$443.1K | |
| 2 | +$341.8K | |
| 3 | +$90.2K | |
| 4 | +$51.7K | |
| 5 | +$45.5K | |
| 6 | +$18.2K | |
| 7 | +$17.2K | |
| 8 | +$13.3K | |
| 9 | +$6.0K | |
| 10 | +$1.9K | |
| 11 | +$941 | |
| 12 | +$39 | |
| 13 | +$21 | |
| 14 | -$3 | |
| 15 | -$2.7K |