Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $8.4M |
| 2 | Sentinel Advisory Group, LLC | $6.1M |
| 3 | San Luis Wealth Advisors LLC | $2.0M |
| 4 | Traynor Capital Management, Inc. | $1.5M |
| 5 | KRAEMATON INVESTMENT ADVISORS, INC | $1.0M |
| 6 | Spire Wealth Management | $687.3K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $606.5K |
| 8 | J.W. COLE ADVISORS, INC. | $535.5K |
| 9 | PFG Investments, LLC | $462.2K |
| 10 | Hixon Zuercher, LLC | $290.4K |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | $265.5K |
| 12 | RMR Wealth Builders | $225.1K |
| 13 | RFG Advisory, LLC | $215.1K |
| 14 | PARSONS CAPITAL MANAGEMENT INC/RI | $208.5K |
| 15 | IFP Advisors, Inc | $130.6K |
| 16 | AdvisorNet Financial, Inc | $127.1K |
| 17 | Roxbury Financial LLC | $49.3K |
| 18 | Farther Finance Advisors, LLC | $14.5K |
| 19 | Holos Integrated Wealth LLC | $10.6K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$1.1M | |
| 3 | +$745.6K | |
| 4 | +$665.3K | |
| 5 | +$606.5K | |
| 6 | +$265.5K | |
| 7 | +$225.1K | |
| 8 | +$215.1K | |
| 9 | +$128.5K | |
| 10 | +$89.7K | |
| 11 | +$84.5K | |
| 12 | +$47.9K | |
| 13 | +$33.9K | |
| 14 | +$10.6K | |
| 15 | +$8.9K | |
| 16 | +$7.7K | |
| 17 | +$4.0K | |
| 18 | -$43.8K | |
| 19 | -$172.1K |