Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | FLAGSHIP HARBOR ADVISORS, LLC | $9.2M |
| 2 | Mason & Associates Inc | $5.6M |
| 3 | Formidable Asset Management, LLC | $4.0M |
| 4 | RFG Advisory, LLC | $1.8M |
| 5 | WINEBRENNER CAPITAL MANAGEMENT LLC | $864.6K |
| 6 | D.A. DAVIDSON & CO. | $631.9K |
| 7 | SeaCrest Wealth Management, LLC | $628.8K |
| 8 | Prospera Financial Services Inc | $416.0K |
| 9 | CoreCap Advisors, LLC | $397.8K |
| 10 | PFG Investments, LLC | $380.8K |
| 11 | Triumph Capital Management | $42.8K |
| 12 | Farther Finance Advisors, LLC | $7.9K |
| 13 | HIGHLINE WEALTH PARTNERS LLC | $3.1K |
| 14 | SIGNATUREFD, LLC | $219 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$1.2M | |
| 3 | +$405.5K | |
| 4 | +$303.8K | |
| 5 | +$267.1K | |
| 6 | +$225.3K | |
| 7 | +$86.0K | |
| 8 | +$66.1K | |
| 9 | +$54.5K | |
| 10 | +$7.9K | |
| 11 | +$428 | |
| 12 | +$39 | |
| 13 | -$4.0K | |
| 14 | -$622.6K | |
| 15 | -$927.9K |