Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | TRUE Private Wealth Advisors | $5.7M |
| 2 | Strategic Blueprint, LLC | $885.4K |
| 3 | SageOak Financial, LLC | $745.3K |
| 4 | Sovereign Financial Group, Inc. | $651.6K |
| 5 | SBI Securities Co., Ltd. | $585.7K |
| 6 | Tactive Advisors, LLC | $496.6K |
| 7 | Sequoia Financial Advisors, LLC | $475.3K |
| 8 | 180 WEALTH ADVISORS, LLC | $444.9K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $418.0K |
| 10 | Red Door Wealth Management, LLC | $238.3K |
| 11 | Magnus Financial Group LLC | $223.6K |
| 12 | CoreCap Advisors, LLC | $103.2K |
| 13 | LANARK FINANCIAL, INC. | $75.1K |
| 14 | Spire Wealth Management | $46.5K |
| 15 | Financial Life Planners | $30.9K |
| 16 | Wealth Enhancement Trust Services, Inc. | $12.1K |
| 17 | GoalVest Advisory LLC | $1.8K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$955.6K | |
| 2 | +$418.0K | |
| 3 | +$249.6K | |
| 4 | +$238.3K | |
| 5 | +$166.9K | |
| 6 | +$113.2K | |
| 7 | +$89.6K | |
| 8 | +$82.5K | |
| 9 | +$32.0K | |
| 10 | +$19.6K | |
| 11 | +$19.5K | |
| 12 | +$14.2K | |
| 13 | +$5.8K | |
| 14 | +$2.3K | |
| 15 | +$1.8K | |
| 16 | -$61 | |
| 17 | -$369 | |
| 18 | -$5.1K | |
| 19 | -$7.3K | |
| 20 | -$66.7K | |
| 21 | -$166.9K | |
| 22 | -$218.7K | |
| 23 | -$302.0K | |
| 24 | -$527.3K |