Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Southland Equity Partners LLC | $3.6M |
| 2 | Diligent Investors, LLC | $2.4M |
| 3 | SIGNATUREFD, LLC | $2.0M |
| 4 | Welch Financial Planning, LLC | $1.8M |
| 5 | Farther Finance Advisors, LLC | $1.7M |
| 6 | KFG WEALTH MANAGEMENT, LLC | $943.4K |
| 7 | BENJAMIN EDWARDS INC | $772.3K |
| 8 | ARS Wealth Advisors Group, LLC | $723.9K |
| 9 | Composition Wealth, LLC | $673.4K |
| 10 | Strategic Blueprint, LLC | $669.0K |
| 11 | ACT Advisors, LLC. | $642.5K |
| 12 | Dynamic Advisor Solutions LLC | $532.3K |
| 13 | Castle Rock Wealth Management, LLC | $403.4K |
| 14 | HBW ADVISORY SERVICES LLC | $288.3K |
| 15 | Pinnacle Wealth Management Group, Inc. | $268.1K |
| 16 | Applied Capital LLC | $211.5K |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $154.5K |
| 18 | Physician Wealth Advisors, Inc. | $91.2K |
| 19 | RED REEF ADVISORS LLC | $89.3K |
| 20 | DHJJ Financial Advisors, Ltd. | $77.3K |
| 21 | LANARK FINANCIAL, INC. | $46.3K |
| 22 | Noble Wealth Management PBC | $15.3K |
| 23 | GILPIN WEALTH MANAGEMENT, LLC | $8.5K |
| 24 | IFP Advisors, Inc | $2.5K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$723.9K | |
| 3 | +$211.5K | |
| 4 | +$161.2K | |
| 5 | +$160.9K | |
| 6 | +$116.6K | |
| 7 | +$46.3K | |
| 8 | +$30.5K | |
| 9 | +$25.0K | |
| 10 | +$21.8K | |
| 11 | +$21.6K | |
| 12 | +$17.2K | |
| 13 | +$11.3K | |
| 14 | +$9.3K | |
| 15 | +$8.7K | |
| 16 | +$5.0K | |
| 17 | +$2.9K | |
| 18 | +$2.5K | |
| 19 | +$495 | |
| 20 | +$274 | |
| 21 | -$27.9K | |
| 22 | -$134.3K | |
| 23 | -$225.9K | |
| 24 | -$473.0K | |
| 25 | -$721.1K | |
| 26 | -$931.2K |