Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $5.1M |
| 2 | Purus Wealth Management, LLC | $1.6M |
| 3 | Ignite Planners, LLC | $1.5M |
| 4 | IFP Advisors, Inc | $1.2M |
| 5 | DHJJ Financial Advisors, Ltd. | $915.8K |
| 6 | NOVEM GROUP | $647.9K |
| 7 | RFG Advisory, LLC | $567.5K |
| 8 | Redhawk Wealth Advisors, Inc. | $513.0K |
| 9 | Diligent Investors, LLC | $480.7K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $452.2K |
| 11 | Strategic Blueprint, LLC | $373.9K |
| 12 | WINNACLE WEALTH LLC | $364.8K |
| 13 | EQUITABLE TRUST CO | $351.1K |
| 14 | Gradient Investments LLC | $311.2K |
| 15 | LANARK FINANCIAL, INC. | $299.4K |
| 16 | Spire Wealth Management | $287.1K |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $281.0K |
| 18 | SOA Wealth Advisors, LLC. | $235.1K |
| 19 | PFG Advisors | $219.3K |
| 20 | LEGACY SOLUTIONS, LLC | $205.7K |
| 21 | Capital Investment Advisory Services, LLC | $171.2K |
| 22 | CoreCap Advisors, LLC | $23.3K |
| 23 | Farther Finance Advisors, LLC | $10.7K |
| 24 | PARK AVENUE SECURITIES LLC | $805 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$709.2K | |
| 2 | +$311.2K | |
| 3 | +$205.7K | |
| 4 | +$105.4K | |
| 5 | +$98.4K | |
| 6 | +$89.7K | |
| 7 | +$85.4K | |
| 8 | +$73.9K | |
| 9 | +$64.3K | |
| 10 | +$56.0K | |
| 11 | +$43.6K | |
| 12 | +$40.9K | |
| 13 | +$35.0K | |
| 14 | +$34.9K | |
| 15 | +$33.5K | |
| 16 | +$27.4K | |
| 17 | +$8.2K | |
| 18 | +$2.7K | |
| 19 | +$1.2K | |
| 20 | +$78 | |
| 21 | -$16.0K | |
| 22 | -$17.3K | |
| 23 | -$159.2K | |
| 24 | -$374.0K | |
| 25 | -$638.1K |