Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.6M |
| 2 | D.A. DAVIDSON & CO. | $2.5M |
| 3 | Brookstone Capital Management | $1.1M |
| 4 | Holcombe Financial, Inc. | $833.3K |
| 5 | Triumph Capital Management | $637.1K |
| 6 | DAVENPORT & Co LLC | $301.7K |
| 7 | SIGNATUREFD, LLC | $39.3K |
| 8 | FINANCIAL CONSULATE, INC | $31.9K |
| 9 | EverSource Wealth Advisors, LLC | $22.6K |
| 10 | AdvisorNet Financial, Inc | $21.1K |
| 11 | Cape Investment Advisory, Inc. | $19.2K |
| 12 | Farther Finance Advisors, LLC | $6.3K |
| 13 | Quaker Wealth Management, LLC | $1.6K |
| 14 | IFP Advisors, Inc | $980 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$19.2K | |
| 2 | -$77 | |
| 3 | -$221 | |
| 4 | -$1.6K | |
| 5 | -$3.0K | |
| 6 | -$3.2K | |
| 7 | -$4.5K | |
| 8 | -$5.6K | |
| 9 | -$42.6K | |
| 10 | -$56.4K | |
| 11 | -$79.7K | |
| 12 | -$102.2K | |
| 13 | -$147.2K | |
| 14 | -$192.7K | |
| 15 | -$209.3K | |
| 16 | -$316.7K | |
| 17 | -$344.3K | |
| 18 | -$353.0K |