Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | AMERICAN ASSET MANAGEMENT INC. | $8.1M |
| 2 | Castle Rock Wealth Management, LLC | $2.7M |
| 3 | Spire Wealth Management | $2.3M |
| 4 | Farther Finance Advisors, LLC | $637.0K |
| 5 | PFG Advisors | $618.3K |
| 6 | Focus Financial Network, Inc. | $581.0K |
| 7 | IFP Advisors, Inc | $436.9K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $415.7K |
| 9 | Avidian Wealth Enterprises, LLC | $389.0K |
| 10 | Patriot Financial Group Insurance Agency, LLC | $257.4K |
| 11 | First Heartland Consultants, Inc. | $214.5K |
| 12 | Allegheny Financial Group | $205.1K |
| 13 | ST GERMAIN D J CO INC | $57.0K |
| 14 | Capital Investment Advisory Services, LLC | $29.2K |
| 15 | DHJJ Financial Advisors, Ltd. | $11.8K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$423.3K | |
| 2 | +$205.1K | |
| 3 | +$162.3K | |
| 4 | +$124.3K | |
| 5 | +$39.4K | |
| 6 | +$31.9K | |
| 7 | +$28.6K | |
| 8 | +$27.6K | |
| 9 | +$25.5K | |
| 10 | +$9.3K | |
| 11 | +$3.7K | |
| 12 | +$1.9K | |
| 13 | +$769 | |
| 14 | -$223.7K | |
| 15 | -$1.7M |