Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Berkshire Money Management, Inc. | $7.7M |
| 2 | First Heartland Consultants, Inc. | $6.0M |
| 3 | Sherry Group, Inc. | $980.0K |
| 4 | PFS Partners, LLC | $531.1K |
| 5 | TopTier Wealth Management, LLC | $357.8K |
| 6 | FIDUCIARY FINANCIAL GROUP, LLC | $259.8K |
| 7 | Brookstone Capital Management | $249.3K |
| 8 | Elmwood Wealth Management, Inc. | $209.0K |
| 9 | IFP Advisors, Inc | $196.3K |
| 10 | DHJJ Financial Advisors, Ltd. | $120.7K |
| 11 | Capital Investment Advisory Services, LLC | $89.1K |
| 12 | Noble Wealth Management PBC | $28.6K |
| 13 | EVOLUTION WEALTH MANAGEMENT INC. | $5.7K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$677.0K | |
| 2 | +$583.7K | |
| 3 | +$209.0K | |
| 4 | +$44.6K | |
| 5 | +$16.5K | |
| 6 | +$6.7K | |
| 7 | +$5.7K | |
| 8 | +$1.8K | |
| 9 | +$363 | |
| 10 | -$3.7K | |
| 11 | -$4.1K | |
| 12 | -$110.2K | |
| 13 | -$5.3M | |
| 14 | -$13.2M |