Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | SOUTHERN CAPITAL SERVICES INC /ADV | $17.2M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $4.5M |
| 3 | Capital Investment Advisory Services, LLC | $1.2M |
| 4 | Owen LaRue, LLC | $982.5K |
| 5 | Intrua Financial, LLC | $957.6K |
| 6 | RFG Advisory, LLC | $917.2K |
| 7 | RiverTree Advisors, LLC | $744.4K |
| 8 | Accel Wealth Management | $643.6K |
| 9 | Triumph Capital Management | $616.8K |
| 10 | Core Wealth Partners LLC | $422.4K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $398.6K |
| 12 | G&S Capital LLC | $359.2K |
| 13 | NOVEM GROUP | $312.8K |
| 14 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $207.2K |
| 15 | SteelPeak Wealth, LLC | $201.2K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $109.4K |
| 17 | CoreCap Advisors, LLC | $65.0K |
| 18 | IFP Advisors, Inc | $19.1K |
| 19 | SBI Securities Co., Ltd. | $9.5K |
| 20 | DHJJ Financial Advisors, Ltd. | $477 |
| 21 | Aurora Private Wealth, Inc. | $375 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$621.3K | |
| 3 | +$539.9K | |
| 4 | +$533.3K | |
| 5 | +$312.8K | |
| 6 | +$236.7K | |
| 7 | +$207.2K | |
| 8 | +$197.8K | |
| 9 | +$191.5K | |
| 10 | +$109.4K | |
| 11 | +$59.1K | |
| 12 | +$7.4K | |
| 13 | +$4.1K | |
| 14 | +$3.1K | |
| 15 | +$375 | |
| 16 | -$2 | |
| 17 | -$40.1K | |
| 18 | -$58.6K | |
| 19 | -$82.2K | |
| 20 | -$195.6K | |
| 21 | -$455.0K | |
| 22 | -$1.1M |