Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.9M |
| 2 | Brookstone Capital Management | $8.8M |
| 3 | Lifestyle Asset Management, Inc. | $5.1M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M |
| 5 | Prospera Financial Services Inc | $3.0M |
| 6 | Marshall & Sterling Wealth Advisors Inc. | $2.6M |
| 7 | Wealth Intelligence, LLC | $2.5M |
| 8 | IFP Advisors, Inc | $1.3M |
| 9 | Wealthcare Advisory Partners LLC | $990.8K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $651.2K |
| 11 | MADDEN SECURITIES Corp | $550.4K |
| 12 | Apollon Wealth Management, LLC | $544.8K |
| 13 | WINNACLE WEALTH LLC | $364.1K |
| 14 | QP WEALTH MANAGEMENT, LLC | $345.8K |
| 15 | Aurdan Capital Management, LLC | $278.5K |
| 16 | SHEETS SMITH WEALTH MANAGEMENT | $229.5K |
| 17 | LANARK FINANCIAL, INC. | $64.1K |
| 18 | Blue Trust, Inc. | $13.3K |
| 19 | Oakworth Capital, Inc. | $4.3K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$8.8M | |
| 2 | +$836.7K | |
| 3 | +$798.0K | |
| 4 | +$574.2K | |
| 5 | +$532.1K | |
| 6 | +$384.7K | |
| 7 | +$364.1K | |
| 8 | +$278.5K | |
| 9 | +$229.5K | |
| 10 | +$227.7K | |
| 11 | +$93.3K | |
| 12 | +$83.8K | |
| 13 | +$68.4K | |
| 14 | +$29.8K | |
| 15 | +$20.6K | |
| 16 | +$13.3K | |
| 17 | +$4.3K | |
| 18 | +$3.5K | |
| 19 | -$29.1K |