Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Castleview Partners, LLC | $25.4M |
| 2 | United Asset Strategies, Inc. | $10.9M |
| 3 | Auour Investments LLC | $8.7M |
| 4 | CWC Advisors, LLC. | $5.4M |
| 5 | Apollon Wealth Management, LLC | $4.5M |
| 6 | Balefire, LLC | $4.4M |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | $4.0M |
| 8 | Bison Wealth, LLC | $3.0M |
| 9 | TRUST CO OF TOLEDO NA /OH/ | $1.8M |
| 10 | Dynamic Advisor Solutions LLC | $934.8K |
| 11 | HBW ADVISORY SERVICES LLC | $698.5K |
| 12 | Diesslin Group, Inc. | $516.1K |
| 13 | R2 Capital Strategies, LLC | $510.9K |
| 14 | Provenance Wealth Advisors, LLC | $499.5K |
| 15 | TCP Asset Management, LLC | $392.3K |
| 16 | Global View Capital Management LLC | $368.6K |
| 17 | J.W. COLE ADVISORS, INC. | $343.9K |
| 18 | J2 Capital Management Inc | $263.8K |
| 19 | Farther Finance Advisors, LLC | $32.0K |
| 20 | IFP Advisors, Inc | $3.7K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$6.3M | |
| 2 | +$921.0K | |
| 3 | +$672.9K | |
| 4 | +$499.5K | |
| 5 | +$343.9K | |
| 6 | +$259.1K | |
| 7 | +$208.9K | |
| 8 | +$206.1K | |
| 9 | +$65.3K | |
| 10 | +$65.2K | |
| 11 | +$3.7K | |
| 12 | +$3.6K | |
| 13 | +$1.7K | |
| 14 | +$105 | |
| 15 | -$2.0K | |
| 16 | -$4.9K | |
| 17 | -$22.3K | |
| 18 | -$62.7K | |
| 19 | -$258.2K | |
| 20 | -$301.0K | |
| 21 | -$3.5M |