Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Annex Advisory Services, LLC | $22.9M |
| 2 | D.A. DAVIDSON & CO. | $12.2M |
| 3 | Synergy Asset Management, LLC | $1.3M |
| 4 | Dynamic Advisor Solutions LLC | $1.2M |
| 5 | Main Street Group, LTD | $682.1K |
| 6 | CAPITAL WEALTH MANAGEMENT, LLC | $267.1K |
| 7 | Accel Wealth Management | $235.4K |
| 8 | Brookstone Capital Management | $200.5K |
| 9 | FLAGSHIP HARBOR ADVISORS, LLC | $173.6K |
| 10 | IFP Advisors, Inc | $59.5K |
| 11 | LANARK FINANCIAL, INC. | $5.5K |
| 12 | Pflug Koory, LLC | $2.1K |
| 13 | SIGNATUREFD, LLC | $1.2K |
| 14 | Triumph Capital Management | $808 |
| 15 | PARK AVENUE SECURITIES LLC | $585 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$4.8M | |
| 2 | +$2.1M | |
| 3 | +$1.3M | |
| 4 | +$200.5K | |
| 5 | +$121.5K | |
| 6 | +$107.4K | |
| 7 | +$106.5K | |
| 8 | +$24.8K | |
| 9 | +$18.3K | |
| 10 | +$5.2K | |
| 11 | +$578 | |
| 12 | +$224 | |
| 13 | +$218 | |
| 14 | +$125 | |
| 15 | +$39 | |
| 16 | -$1.9K |