Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | LexAurum Advisors, LLC | $4.7M |
| 2 | Ignite Planners, LLC | $734.8K |
| 3 | Apollon Wealth Management, LLC | $418.1K |
| 4 | Synergy Asset Management, LLC | $398.1K |
| 5 | Diligent Investors, LLC | $321.5K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $245.4K |
| 7 | IFP Advisors, Inc | $129.6K |
| 8 | DHJJ Financial Advisors, Ltd. | $98.5K |
| 9 | Farther Finance Advisors, LLC | $76.0K |
| 10 | Noble Wealth Management PBC | $46.9K |
| 11 | Capital Investment Advisory Services, LLC | $11.2K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$405.3K | |
| 2 | +$76.0K | |
| 3 | +$47.6K | |
| 4 | +$36.2K | |
| 5 | +$34.5K | |
| 6 | +$22.2K | |
| 7 | +$21.3K | |
| 8 | +$15.7K | |
| 9 | +$967 | |
| 10 | -$565 | |
| 11 | -$724 |