Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $91.6M |
| 2 | HOWARD FINANCIAL SERVICES, LTD. | $32.4M |
| 3 | BOYUM WEALTH ARCHITECTS LLC | $27.9M |
| 4 | Advisory Resource Group | $22.2M |
| 5 | Team Financial Group, LLC | $13.3M |
| 6 | First Heartland Consultants, Inc. | $12.9M |
| 7 | NOVEM GROUP | $10.5M |
| 8 | GENESIS PRIVATE WEALTH, LLC | $9.6M |
| 9 | AJ Advisors, LLC | $7.8M |
| 10 | Apollon Financial, LLC | $5.0M |
| 11 | RICHARDS, MERRILL & PETERSON, INC. | $2.8M |
| 12 | First Citizens Financial Corp | $2.5M |
| 13 | GATEWAY INVESTMENT ADVISERS LLC | $755.3K |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $504.1K |
| 15 | Farther Finance Advisors, LLC | $395.0K |
| 16 | Cypress Capital, LLC | $362.5K |
| 17 | CORA CAPITAL ADVISORS LLC | $282.2K |
| 18 | Stonebridge Financial Group, LLC / MO | $261.7K |
| 19 | Register Financial Advisors LLC | $133.2K |
| 20 | IFP Advisors, Inc | $16.9K |
| 21 | EverSource Wealth Advisors, LLC | $4.8K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$19.9M | |
| 2 | +$1.4M | |
| 3 | +$556.9K | |
| 4 | +$370.5K | |
| 5 | +$365.3K | |
| 6 | +$342.4K | |
| 7 | +$294.9K | |
| 8 | +$261.7K | |
| 9 | +$122.1K | |
| 10 | +$79.5K | |
| 11 | +$41.9K | |
| 12 | +$5.3K | |
| 13 | +$4.4K | |
| 14 | +$810 | |
| 15 | -$6 | |
| 16 | -$911 | |
| 17 | -$5.2K | |
| 18 | -$5.3K | |
| 19 | -$79.2K | |
| 20 | -$487.7K | |
| 21 | -$489.2K | |
| 22 | -$569.3K | |
| 23 | -$5.7M |