Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Capital Investment Advisory Services, LLC | $10.8M |
| 2 | COLUMBIA ADVISORY PARTNERS LLC | $1.7M |
| 3 | MILESTONE ASSET MANAGEMENT, LLC | $1.2M |
| 4 | Trilogy Capital Inc. | $681.1K |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $582.8K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $453.1K |
| 7 | Wealthcare Advisory Partners LLC | $381.1K |
| 8 | BEACON FINANCIAL GROUP | $371.1K |
| 9 | Bogart Wealth, LLC | $139.7K |
| 10 | AdvisorNet Financial, Inc | $119.9K |
| 11 | Farther Finance Advisors, LLC | $48.8K |
| 12 | Harbor Asset Planning, Inc. | $41.9K |
| 13 | Cape Investment Advisory, Inc. | $29.4K |
| 14 | Spire Wealth Management | $26.4K |
| 15 | Bangor Savings Bank | $17.2K |
| 16 | CoreCap Advisors, LLC | $16.3K |
| 17 | Mascoma Wealth Management LLC | $16.2K |
| 18 | Blue Trust, Inc. | $8.1K |
| 19 | Triumph Capital Management | $5.3K |
| 20 | PARK AVENUE SECURITIES LLC | $474 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$205.2K | |
| 2 | +$138.7K | |
| 3 | +$45.4K | |
| 4 | +$37.5K | |
| 5 | +$29.4K | |
| 6 | +$13.4K | |
| 7 | +$5.5K | |
| 8 | +$3.2K | |
| 9 | +$1.8K | |
| 10 | +$1.2K | |
| 11 | +$357 | |
| 12 | +$271 | |
| 13 | +$146 | |
| 14 | +$138 | |
| 15 | +$138 | |
| 16 | +$69 | |
| 17 | +$46 | |
| 18 | -$143 | |
| 19 | -$3.2K | |
| 20 | -$65.5K | |
| 21 | -$239.9K | |
| 22 | -$259.3K | |
| 23 | -$304.8K |