Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Southland Equity Partners LLC | $2.8M |
| 2 | YARGER WEALTH STRATEGIES, LLC | $2.4M |
| 3 | Summit Financial Wealth Advisors, LLC | $1.1M |
| 4 | Prospera Financial Services Inc | $528.4K |
| 5 | IFP Advisors, Inc | $333.0K |
| 6 | Aprio Wealth Management, LLC | $292.6K |
| 7 | Capital Investment Advisory Services, LLC | $246.5K |
| 8 | Essex Bank | $218.7K |
| 9 | D.A. DAVIDSON & CO. | $211.2K |
| 10 | AdvisorNet Financial, Inc | $86.6K |
| 11 | Bogart Wealth, LLC | $18.6K |
| 12 | Cape Investment Advisory, Inc. | $16.4K |
| 13 | SJS Investment Consulting Inc. | $939 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$417.7K | |
| 2 | +$369.0K | |
| 3 | +$218.7K | |
| 4 | +$211.2K | |
| 5 | +$123.3K | |
| 6 | +$22.9K | |
| 7 | +$18.4K | |
| 8 | +$16.4K | |
| 9 | +$208 | |
| 10 | +$11 | |
| 11 | -$585 | |
| 12 | -$10.2K | |
| 13 | -$11.5K | |
| 14 | -$220.3K | |
| 15 | -$2.1M |