Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $8.7M |
| 2 | Wealthcare Advisory Partners LLC | $2.0M |
| 3 | Heck Capital Advisors, LLC | $2.0M |
| 4 | Formidable Asset Management, LLC | $1.9M |
| 5 | Marshall & Sterling Wealth Advisors Inc. | $1.4M |
| 6 | KPP Advisory Services LLC | $1.1M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $878.3K |
| 8 | Global View Capital Management LLC | $574.8K |
| 9 | Amplius Wealth Advisors, LLC | $559.6K |
| 10 | SAX WEALTH ADVISORS, LLC | $347.8K |
| 11 | J.W. COLE ADVISORS, INC. | $232.7K |
| 12 | Crews Bank & Trust | $179.9K |
| 13 | IFP Advisors, Inc | $169.8K |
| 14 | LANARK FINANCIAL, INC. | $25.0K |
| 15 | DHJJ Financial Advisors, Ltd. | $107 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$467.9K | |
| 3 | +$239.0K | |
| 4 | +$232.7K | |
| 5 | +$8.1K | |
| 6 | +$4.3K | |
| 7 | -$1 | |
| 8 | -$50 | |
| 9 | -$340 | |
| 10 | -$360 | |
| 11 | -$2.1K | |
| 12 | -$13.7K | |
| 13 | -$69.1K | |
| 14 | -$115.1K | |
| 15 | -$150.2K | |
| 16 | -$4.6M |