Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Plus Group Wealth Advisors LLC | $1.2M |
| 2 | CoreCap Advisors, LLC | $1.1M |
| 3 | J.W. COLE ADVISORS, INC. | $665.1K |
| 4 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $563.5K |
| 5 | Balefire, LLC | $375.7K |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $360.5K |
| 7 | Pines Wealth Management, LLC | $329.5K |
| 8 | Ignite Planners, LLC | $318.6K |
| 9 | Bison Wealth, LLC | $313.8K |
| 10 | Accurate Wealth Management, LLC | $282.5K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $257.6K |
| 12 | Leverty Financial Group, LLC | $206.1K |
| 13 | Sequoia Financial Advisors, LLC | $177.1K |
| 14 | D.A. DAVIDSON & CO. | $165.5K |
| 15 | Dynamic Advisor Solutions LLC | $139.1K |
| 16 | Plancorp, LLC | $137.4K |
| 17 | EAGLE WEALTH STRATEGIES LLC | $119.5K |
| 18 | CASCADE INVESTMENT GROUP, INC. | $117.1K |
| 19 | Register Financial Advisors LLC | $114.0K |
| 20 | PFG Investments, LLC | $113.2K |
| 21 | Herold Advisors, Inc. | $76.0K |
| 22 | Liberty Capital Management, Inc. | $65.9K |
| 23 | FARMERS & MERCHANTS INVESTMENTS INC | $28.6K |
| 24 | IFP Advisors, Inc | $17.5K |
| 25 | LANARK FINANCIAL, INC. | $12.7K |
| 26 | AdvisorNet Financial, Inc | $10.2K |
| 27 | Farther Finance Advisors, LLC | $3.0K |
| 28 | SOA Wealth Advisors, LLC. | $791 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$665.1K | |
| 2 | +$473.6K | |
| 3 | +$318.6K | |
| 4 | +$177.1K | |
| 5 | +$153.3K | |
| 6 | +$114.9K | |
| 7 | +$91.7K | |
| 8 | +$68.4K | |
| 9 | +$41.4K | |
| 10 | +$37.9K | |
| 11 | +$27.0K | |
| 12 | +$26.6K | |
| 13 | +$21.9K | |
| 14 | +$17.5K | |
| 15 | +$16.9K | |
| 16 | +$13.6K | |
| 17 | +$11.8K | |
| 18 | +$9.8K | |
| 19 | +$9.6K | |
| 20 | +$9.4K | |
| 21 | +$8.2K | |
| 22 | +$2.3K | |
| 23 | +$1.4K | |
| 24 | +$1.1K | |
| 25 | +$1.1K | |
| 26 | +$270 | |
| 27 | +$65 | |
| 28 | -$329 | |
| 29 | -$2.3K | |
| 30 | -$24.6K | |
| 31 | -$889.7K |