Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $464.0K |
| 2 | Focus Financial Network, Inc. | $238.5K |
| 3 | Farther Finance Advisors, LLC | $181.2K |
| 4 | AdvisorNet Financial, Inc | $37.5K |
| 5 | IFP Advisors, Inc | $27.7K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$19.8K | |
| 2 | +$14.4K | |
| 3 | +$3.2K | |
| 4 | +$636 | |
| 5 | -$19.4K | |
| 6 | -$63.8K | |
| 7 | -$101.4K | |
| 8 | -$253.3K | |
| 9 | -$865.0K | |
| 10 | -$3.2M |