Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $13.8M |
| 2 | Kelly Financial Services LLC | $5.9M |
| 3 | Saxony Capital Management, LLC | $4.5M |
| 4 | Scarborough Advisors, LLC | $3.2M |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.9M |
| 6 | RFG Advisory, LLC | $2.0M |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $1.8M |
| 8 | TCP Asset Management, LLC | $1.7M |
| 9 | BEACON FINANCIAL GROUP | $988.9K |
| 10 | Sequoia Financial Advisors, LLC | $961.6K |
| 11 | ShoreHaven Wealth Partners, LLC | $842.1K |
| 12 | BENJAMIN EDWARDS INC | $423.1K |
| 13 | LOCKERMAN FINANCIAL GROUP, INC. | $297.6K |
| 14 | Strategic Blueprint, LLC | $287.9K |
| 15 | Skyline Advisors, Inc. | $286.0K |
| 16 | EHRLICH FINANCIAL GROUP | $281.9K |
| 17 | Two West Capital Advisors LLC | $279.5K |
| 18 | Security Financial Services, INC. | $234.3K |
| 19 | Farther Finance Advisors, LLC | $56.2K |
| 20 | Bulwark Capital Corp | $20.2K |
| 21 | IFP Advisors, Inc | $8.5K |
| 22 | PARK AVENUE SECURITIES LLC | $3.7K |
| 23 | LANARK FINANCIAL, INC. | $865 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$13.8M | |
| 2 | +$5.9M | |
| 3 | +$2.9M | |
| 4 | +$1.7M | |
| 5 | +$988.9K | |
| 6 | +$961.6K | |
| 7 | +$842.1K | |
| 8 | +$297.6K | |
| 9 | +$287.9K | |
| 10 | +$286.0K | |
| 11 | +$281.9K | |
| 12 | +$279.5K | |
| 13 | +$234.3K | |
| 14 | +$72.2K | |
| 15 | +$56.2K | |
| 16 | +$54.6K | |
| 17 | +$50.3K | |
| 18 | +$20.2K | |
| 19 | +$8.5K | |
| 20 | +$3.7K | |
| 21 | $0 | |
| 22 | -$264.4K | |
| 23 | -$1.2M |