Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | BEACON FINANCIAL GROUP | $9.7M |
| 2 | First Heartland Consultants, Inc. | $887.0K |
| 3 | Diligent Investors, LLC | $728.2K |
| 4 | PFS Partners, LLC | $536.9K |
| 5 | Cambridge Advisors Inc. | $417.0K |
| 6 | DHJJ Financial Advisors, Ltd. | $398.8K |
| 7 | Foguth Wealth Management, LLC. | $325.5K |
| 8 | LVZ, Inc. | $253.1K |
| 9 | Envestnet Portfolio Solutions, Inc. | $224.5K |
| 10 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $208.6K |
| 11 | IFP Advisors, Inc | $154.5K |
| 12 | Farther Finance Advisors, LLC | $137.3K |
| 13 | Wagner Wealth Management, LLC | $115.1K |
| 14 | Capital Investment Advisory Services, LLC | $61.3K |
| 15 | LANARK FINANCIAL, INC. | $6.2K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$224.5K | |
| 3 | +$137.3K | |
| 4 | +$75.0K | |
| 5 | +$48.9K | |
| 6 | +$42.9K | |
| 7 | +$42.3K | |
| 8 | +$24.6K | |
| 9 | +$17.4K | |
| 10 | +$14.9K | |
| 11 | +$9.1K | |
| 12 | +$6.8K | |
| 13 | +$1.5K | |
| 14 | +$366 | |
| 15 | -$169.1K | |
| 16 | -$244.1K | |
| 17 | -$294.5K |