Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | James Reed Financial Services, Inc. | $29.2M |
| 2 | Trinity Wealth Management, LLC | $17.8M |
| 3 | G&S Capital LLC | $1.2M |
| 4 | Strategic Blueprint, LLC | $648.4K |
| 5 | CLIENT 1ST ADVISORY GROUP, LLC | $556.9K |
| 6 | Cypress Wealth Services, LLC | $471.3K |
| 7 | J.W. COLE ADVISORS, INC. | $262.9K |
| 8 | Capital Investment Advisory Services, LLC | $145.1K |
| 9 | Farther Finance Advisors, LLC | $95.4K |
| 10 | CoreCap Advisors, LLC | $13.3K |
| 11 | Rosenberg Matthew Hamilton | $11.2K |
| 12 | Physician Wealth Advisors, Inc. | $9.9K |
| 13 | Signature Resources Capital Management, LLC | $6.2K |
| 14 | AdvisorNet Financial, Inc | $2.5K |
| 15 | PARK AVENUE SECURITIES LLC | $856 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$3.1M | |
| 2 | +$187.1K | |
| 3 | +$105.8K | |
| 4 | +$74.9K | |
| 5 | +$68.4K | |
| 6 | +$58.8K | |
| 7 | +$50.9K | |
| 8 | +$16.1K | |
| 9 | +$15.3K | |
| 10 | +$1.4K | |
| 11 | +$1.2K | |
| 12 | +$1.1K | |
| 13 | +$856 | |
| 14 | +$659 | |
| 15 | +$273 |