Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | ACCESS FINANCIAL SERVICES, INC. | $7.1M |
| 2 | MBL Wealth, LLC | $4.8M |
| 3 | First Heartland Consultants, Inc. | $2.5M |
| 4 | Onyx Bridge Wealth Group LLC | $2.1M |
| 5 | Cape Investment Advisory, Inc. | $1.4M |
| 6 | Diligent Investors, LLC | $1.2M |
| 7 | Liberty Atlantic Advisors LLC | $1.2M |
| 8 | AdvisorNet Financial, Inc | $1.1M |
| 9 | My Personal CFO, LLC | $971.6K |
| 10 | IFP Advisors, Inc | $907.6K |
| 11 | Arlington Capital Management, Inc. | $874.2K |
| 12 | SIGNATUREFD, LLC | $671.3K |
| 13 | NorthCrest Asset Manangement, LLC | $577.5K |
| 14 | PFG Advisors | $539.6K |
| 15 | Cypress Wealth Services, LLC | $509.8K |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $441.4K |
| 17 | Farther Finance Advisors, LLC | $375.5K |
| 18 | BENJAMIN EDWARDS INC | $257.7K |
| 19 | DHJJ Financial Advisors, Ltd. | $165.1K |
| 20 | Capital Investment Advisory Services, LLC | $70.8K |
| 21 | CoreCap Advisors, LLC | $42.7K |
| 22 | LANARK FINANCIAL, INC. | $38.7K |
| 23 | Beacon Financial Strategies CORP | $17.4K |
| 24 | RED REEF ADVISORS LLC | $7.6K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$586.0K | |
| 2 | +$554.2K | |
| 3 | +$398.4K | |
| 4 | +$369.6K | |
| 5 | +$212.7K | |
| 6 | +$110.9K | |
| 7 | +$78.3K | |
| 8 | +$61.4K | |
| 9 | +$55.8K | |
| 10 | +$52.1K | |
| 11 | +$48.1K | |
| 12 | +$29.3K | |
| 13 | +$28.6K | |
| 14 | +$25.1K | |
| 15 | +$17.4K | |
| 16 | +$17.0K | |
| 17 | +$13.6K | |
| 18 | +$10.7K | |
| 19 | +$9.8K | |
| 20 | +$8.5K | |
| 21 | +$4.1K | |
| 22 | +$2.5K | |
| 23 | +$436 | |
| 24 | -$260.7K | |
| 25 | -$292.5K | |
| 26 | -$1.9M |