Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | NorthCrest Asset Manangement, LLC | $1.1M |
| 2 | DHJJ Financial Advisors, Ltd. | $505.4K |
| 3 | Avidian Wealth Enterprises, LLC | $423.4K |
| 4 | Ignite Planners, LLC | $388.5K |
| 5 | First Heartland Consultants, Inc. | $352.3K |
| 6 | WINNACLE WEALTH LLC | $312.4K |
| 7 | Diligent Investors, LLC | $297.5K |
| 8 | Fragasso Financial Advisors Inc | $291.9K |
| 9 | Merit Financial Group, LLC | $281.0K |
| 10 | SOA Wealth Advisors, LLC. | $261.8K |
| 11 | Wedmont Private Capital | $245.4K |
| 12 | LANARK FINANCIAL, INC. | $159.1K |
| 13 | IFP Advisors, Inc | $148.0K |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $131.9K |
| 15 | Capital Investment Advisory Services, LLC | $121.6K |
| 16 | Farther Finance Advisors, LLC | $33.1K |
| 17 | PARK AVENUE SECURITIES LLC | $489 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$47.3K | |
| 2 | +$33.1K | |
| 3 | +$24.0K | |
| 4 | +$19.1K | |
| 5 | +$15.9K | |
| 6 | +$13.4K | |
| 7 | +$11.8K | |
| 8 | +$11.7K | |
| 9 | +$7.3K | |
| 10 | +$6.7K | |
| 11 | +$6.3K | |
| 12 | +$5.7K | |
| 13 | +$22 | |
| 14 | -$1.1K | |
| 15 | -$3.3K | |
| 16 | -$4.7K | |
| 17 | -$57.2K |