Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | QUANTUM FINANCIAL PARTNERS LLC | $6.9M |
| 2 | Sound Income Strategies, LLC | $5.7M |
| 3 | Merit Financial Group, LLC | $4.3M |
| 4 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $936.6K |
| 5 | McNaughton Wealth Management, LLC | $331.8K |
| 6 | Trilogy Capital Inc. | $226.3K |
| 7 | Farther Finance Advisors, LLC | $34.6K |
| 8 | Triumph Capital Management | $18.9K |
| 9 | Spire Wealth Management | $9.3K |
| 10 | Blue Trust, Inc. | $1.5K |
| 11 | PARK AVENUE SECURITIES LLC | $677 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$950.2K | |
| 2 | +$331.8K | |
| 3 | +$184.2K | |
| 4 | +$3.7K | |
| 5 | +$308 | |
| 6 | +$283 | |
| 7 | +$232 | |
| 8 | +$24 | |
| 9 | -$197 | |
| 10 | -$1.6K | |
| 11 | -$10.4K |