Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $16.2M |
| 2 | D.A. DAVIDSON & CO. | $12.2M |
| 3 | EXCHANGE TRADED CONCEPTS, LLC | $11.4M |
| 4 | Apollon Wealth Management, LLC | $8.0M |
| 5 | RFG Advisory, LLC | $6.4M |
| 6 | Veracity Capital LLC | $4.9M |
| 7 | ABLE Financial Group, LLC | $3.9M |
| 8 | Valeo Financial Advisors, LLC | $2.8M |
| 9 | HHM Wealth Advisors, LLC | $2.6M |
| 10 | William Mack & Associates, Inc. | $2.6M |
| 11 | Oak Wealth Advisors LLC | $1.8M |
| 12 | IFP Advisors, Inc | $1.3M |
| 13 | Mills Wealth Advisors LLC | $1.1M |
| 14 | Red Mountain Financial, LLC | $1.1M |
| 15 | BOURGEON CAPITAL MANAGEMENT LLC | $1.1M |
| 16 | HBW ADVISORY SERVICES LLC | $927.5K |
| 17 | Clayton Financial Group LLC | $780.1K |
| 18 | MBE Wealth Management, LLC | $692.6K |
| 19 | Quantum Financial Planning Services, Inc. | $573.5K |
| 20 | Apollon Financial, LLC | $524.0K |
| 21 | Bill Few Associates, Inc. | $313.6K |
| 22 | Walleye Partners, LLC | $303.4K |
| 23 | Farther Finance Advisors, LLC | $150.5K |
| 24 | 1620 INVESTMENT ADVISORS, INC. | $81.1K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$5.4M | |
| 2 | +$4.9M | |
| 3 | +$3.9M | |
| 4 | +$3.1M | |
| 5 | +$1.7M | |
| 6 | +$1.7M | |
| 7 | +$1.6M | |
| 8 | +$1.1M | |
| 9 | +$1.1M | |
| 10 | +$1.1M | |
| 11 | +$1.1M | |
| 12 | +$692.6K | |
| 13 | +$573.5K | |
| 14 | +$524.0K | |
| 15 | +$313.6K | |
| 16 | +$303.4K | |
| 17 | +$291.4K | |
| 18 | +$272.3K | |
| 19 | +$223.7K | |
| 20 | +$219.0K | |
| 21 | +$173.0K | |
| 22 | +$4.0K | |
| 23 | -$25.0K | |
| 24 | -$351.7K |