Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $5.9M |
| 2 | Turning Point Benefit Group, Inc. | $4.2M |
| 3 | J.W. COLE ADVISORS, INC. | $2.3M |
| 4 | FAMILY WEALTH PARTNERS, LLC | $2.0M |
| 5 | First Heartland Consultants, Inc. | $2.0M |
| 6 | EverSource Wealth Advisors, LLC | $1.5M |
| 7 | Farther Finance Advisors, LLC | $1.2M |
| 8 | IFP Advisors, Inc | $1.0M |
| 9 | RFG Advisory, LLC | $833.2K |
| 10 | O'Connor Financial Group LLC | $753.1K |
| 11 | Merit Financial Group, LLC | $586.7K |
| 12 | LifeWealth Investments, LLC | $382.2K |
| 13 | Envestnet Portfolio Solutions, Inc. | $372.0K |
| 14 | Strategic Blueprint, LLC | $309.1K |
| 15 | KAVAR CAPITAL PARTNERS GROUP, LLC | $292.8K |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $263.7K |
| 17 | Bank of New Hampshire | $55.0K |
| 18 | CoreCap Advisors, LLC | $42.2K |
| 19 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $27.5K |
| 20 | Blue Trust, Inc. | $5.8K |
| 21 | First PREMIER Bank | $11 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$2.0M | |
| 3 | +$1.6M | |
| 4 | +$276.8K | |
| 5 | +$137.2K | |
| 6 | +$121.6K | |
| 7 | +$82.6K | |
| 8 | +$80.1K | |
| 9 | +$51.2K | |
| 10 | +$46.0K | |
| 11 | +$40.4K | |
| 12 | +$8.0K | |
| 13 | +$6.3K | |
| 14 | +$1.2K | |
| 15 | +$919 | |
| 16 | +$598 | |
| 17 | +$159 | |
| 18 | +$1 | |
| 19 | -$1.1K | |
| 20 | -$27.7K | |
| 21 | -$136.5K | |
| 22 | -$170.4K | |
| 23 | -$1.5M |