Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Ifrah Financial Services, Inc. | $896.3K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $874.5K |
| 3 | SOA Wealth Advisors, LLC. | $764.3K |
| 4 | Fragasso Financial Advisors Inc | $583.7K |
| 5 | Brookstone Capital Management | $535.4K |
| 6 | Avidian Wealth Enterprises, LLC | $494.9K |
| 7 | Diligent Investors, LLC | $399.6K |
| 8 | WINNACLE WEALTH LLC | $329.4K |
| 9 | Spire Wealth Management | $314.9K |
| 10 | HBW ADVISORY SERVICES LLC | $310.2K |
| 11 | DHJJ Financial Advisors, Ltd. | $292.6K |
| 12 | Ignite Planners, LLC | $271.7K |
| 13 | IFP Advisors, Inc | $187.8K |
| 14 | Farther Finance Advisors, LLC | $114.6K |
| 15 | VIMA LLC | $13.6K |
| 16 | Capital Investment Advisory Services, LLC | $287 |
| 17 | PARK AVENUE SECURITIES LLC | $258 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$310.2K | |
| 2 | +$62.4K | |
| 3 | +$58.8K | |
| 4 | +$35.0K | |
| 5 | +$32.2K | |
| 6 | +$26.6K | |
| 7 | +$22.5K | |
| 8 | +$18.2K | |
| 9 | +$13.3K | |
| 10 | +$7.9K | |
| 11 | +$4.4K | |
| 12 | +$13 | |
| 13 | -$36 | |
| 14 | -$13.0K | |
| 15 | -$24.1K | |
| 16 | -$29.6K |