Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $3.8M |
| 2 | Professional Financial Advisors, LLC | $1.4M |
| 3 | EverSource Wealth Advisors, LLC | $620.7K |
| 4 | National Wealth Management Group, LLC | $591.3K |
| 5 | Pettinga Financial Advisors LLC | $495.1K |
| 6 | Tactive Advisors, LLC | $399.6K |
| 7 | CoreCap Advisors, LLC | $314.9K |
| 8 | Second Half Financial Partners, LLC | $251.1K |
| 9 | Rosenberg Matthew Hamilton | $83.8K |
| 10 | LANARK FINANCIAL, INC. | $9.3K |
| 11 | IFP Advisors, Inc | $5.1K |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $3.8K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$224.8K | |
| 2 | +$95.8K | |
| 3 | +$33.9K | |
| 4 | +$9.3K | |
| 5 | -$19 | |
| 6 | -$301 | |
| 7 | -$3.9K | |
| 8 | -$33.9K | |
| 9 | -$109.4K | |
| 10 | -$403.8K | |
| 11 | -$524.0K | |
| 12 | -$1.1M | |
| 13 | -$1.2M | |
| 14 | -$2.5M |