Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $19.0M |
| 2 | BENJAMIN EDWARDS INC | $2.7M |
| 3 | D.A. DAVIDSON & CO. | $1.7M |
| 4 | IFP Advisors, Inc | $695.8K |
| 5 | Farther Finance Advisors, LLC | $581.7K |
| 6 | Cornerstone Wealth Management, LLC | $456.4K |
| 7 | Golden State Wealth Management, LLC | $422.6K |
| 8 | NOVEM GROUP | $318.0K |
| 9 | Encompass More Asset Management | $314.7K |
| 10 | Prospera Financial Services Inc | $258.1K |
| 11 | LANARK FINANCIAL, INC. | $42.5K |
| 12 | Cape Investment Advisory, Inc. | $7.8K |
| 13 | CX Institutional | $1 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$916.2K | |
| 2 | +$248.9K | |
| 3 | +$97.8K | |
| 4 | +$63.8K | |
| 5 | +$60.5K | |
| 6 | +$16.6K | |
| 7 | +$7.8K | |
| 8 | +$2.4K | |
| 9 | $0 | |
| 10 | -$1.1K | |
| 11 | -$1.2K | |
| 12 | -$2.4K | |
| 13 | -$2.4K | |
| 14 | -$3.8K | |
| 15 | -$10.0K | |
| 16 | -$50.0K |