Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Encompass More Asset Management | $10.7M |
| 2 | AdvisorNet Financial, Inc | $4.8M |
| 3 | Diligent Investors, LLC | $2.9M |
| 4 | Crown Wealth Group, LLC | $2.3M |
| 5 | My Personal CFO, LLC | $2.1M |
| 6 | DHJJ Financial Advisors, Ltd. | $2.0M |
| 7 | Triumph Capital Management | $1.4M |
| 8 | IFP Advisors, Inc | $1.3M |
| 9 | Focus Financial Network, Inc. | $1.3M |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M |
| 11 | PFG Advisors | $1.0M |
| 12 | CWC Advisors, LLC. | $839.6K |
| 13 | CoreCap Advisors, LLC | $797.8K |
| 14 | Liberty Atlantic Advisors LLC | $731.8K |
| 15 | Berkshire Money Management, Inc. | $711.5K |
| 16 | Merit Financial Group, LLC | $709.2K |
| 17 | CRA Financial Services, LLC | $571.0K |
| 18 | Brookstone Capital Management | $568.5K |
| 19 | TrustBank | $468.5K |
| 20 | BCS Wealth Management | $317.1K |
| 21 | Arlington Capital Management, Inc. | $310.1K |
| 22 | Certified Advisory Corp | $306.2K |
| 23 | TopTier Wealth Management, LLC | $281.4K |
| 24 | Dynamic Advisor Solutions LLC | $279.5K |
| 25 | Cambridge Advisors Inc. | $220.2K |
| 26 | LANARK FINANCIAL, INC. | $91.3K |
| 27 | RED REEF ADVISORS LLC | $29.5K |
| 28 | Noble Wealth Management PBC | $20.5K |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$951.7K | |
| 2 | +$224.6K | |
| 3 | +$216.6K | |
| 4 | +$203.4K | |
| 5 | +$177.3K | |
| 6 | +$170.8K | |
| 7 | +$89.1K | |
| 8 | +$81.0K | |
| 9 | +$72.7K | |
| 10 | +$70.1K | |
| 11 | +$68.1K | |
| 12 | +$57.1K | |
| 13 | +$54.7K | |
| 14 | +$45.0K | |
| 15 | +$35.3K | |
| 16 | +$35.2K | |
| 17 | +$35.0K | |
| 18 | +$30.4K | |
| 19 | +$28.4K | |
| 20 | +$26.9K | |
| 21 | +$26.8K | |
| 22 | +$18.4K | |
| 23 | +$2.8K | |
| 24 | +$1.8K | |
| 25 | -$3.9K | |
| 26 | -$15.2K | |
| 27 | -$38.1K | |
| 28 | -$54.9K | |
| 29 | -$218.0K | |
| 30 | -$1.9M |