Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | ERn Financial, LLC | $9.5M |
| 2 | Sunpointe, LLC | $6.6M |
| 3 | Networth Advisors, LLC | $5.2M |
| 4 | Farther Finance Advisors, LLC | $5.1M |
| 5 | IFP Advisors, Inc | $4.3M |
| 6 | Koenig Investment Advisory, LLC | $2.1M |
| 7 | Dominguez Wealth Management Solutions, Inc. | $1.6M |
| 8 | Owen LaRue, LLC | $775.2K |
| 9 | Financial Partners Group, Inc | $580.1K |
| 10 | Wealthcare Advisory Partners LLC | $419.3K |
| 11 | Realta Investment Advisors | $407.3K |
| 12 | J.W. COLE ADVISORS, INC. | $221.9K |
| 13 | Pine Valley Investments Ltd Liability Co | $216.4K |
| 14 | LANARK FINANCIAL, INC. | $105.0K |
| 15 | Quest 10 Wealth Builders, Inc. | $2.1K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$957.3K | |
| 3 | +$939.7K | |
| 4 | +$848.7K | |
| 5 | +$734.4K | |
| 6 | +$292.4K | |
| 7 | +$221.9K | |
| 8 | +$216.4K | |
| 9 | +$166.6K | |
| 10 | +$106.9K | |
| 11 | +$95.0K | |
| 12 | +$71.2K | |
| 13 | +$60.0K | |
| 14 | +$15.6K | |
| 15 | +$2.1K |