Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Mirador Capital Partners LP | $3.6M |
| 2 | Adams Asset Advisors, LLC | $810.5K |
| 3 | CALIBER WEALTH MANAGEMENT, LLC / KS | $683.9K |
| 4 | HOWARD FINANCIAL SERVICES, LTD. | $636.6K |
| 5 | DOLIVER ADVISORS, LP | $616.1K |
| 6 | Veracity Capital LLC | $509.1K |
| 7 | Apollon Wealth Management, LLC | $503.9K |
| 8 | MOODY NATIONAL BANK TRUST DIVISION | $363.3K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $294.1K |
| 10 | Abel Hall, LLC | $217.9K |
| 11 | Evanson Financial, LLC | $181.9K |
| 12 | Accel Wealth Management | $174.4K |
| 13 | Sowell Financial Services LLC | $152.8K |
| 14 | Nova Wealth Management, Inc. | $89.8K |
| 15 | EverSource Wealth Advisors, LLC | $79.2K |
| 16 | Hilltop National Bank | $43.6K |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $19.6K |
| 18 | PFS Partners, LLC | $11.6K |
| 19 | MJT & Associates Financial Advisory Group, Inc. | $10.1K |
| 20 | SJS Investment Consulting Inc. | $9.0K |
| 21 | GODSEY & GIBB, INC | $4.4K |
| 22 | Valued Wealth Advisors LLC | $4.0K |
| 23 | DiNuzzo Private Wealth, Inc. | $4.0K |
| 24 | Tradewinds Capital Management, LLC | $3.7K |
| 25 | Mosley Wealth Management | $1.6K |
| 26 | Triumph Capital Management | $1.5K |
| 27 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $29 |
| 28 | Capital Advisors, Ltd. LLC | $13 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$55.8K | |
| 2 | +$54.0K | |
| 3 | +$43.6K | |
| 4 | +$19.2K | |
| 5 | +$14.6K | |
| 6 | +$11.6K | |
| 7 | +$5.3K | |
| 8 | +$3.7K | |
| 9 | +$3.3K | |
| 10 | +$3.1K | |
| 11 | +$2.6K | |
| 12 | +$2.5K | |
| 13 | +$1.5K | |
| 14 | +$1.5K | |
| 15 | +$1.1K | |
| 16 | +$900 | |
| 17 | +$720 | |
| 18 | +$371 | |
| 19 | +$327 | |
| 20 | +$44 | |
| 21 | +$41 | |
| 22 | +$37 | |
| 23 | +$17 | |
| 24 | +$6 | |
| 25 | +$1 | |
| 26 | $0 | |
| 27 | -$54.8K | |
| 28 | -$180.9K |