Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | BCS Wealth Management | $1.8M |
| 2 | FLAGSHIP HARBOR ADVISORS, LLC | $989.4K |
| 3 | IFP Advisors, Inc | $877.4K |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $530.5K |
| 5 | Andrews Advisory Associates, LLC | $378.6K |
| 6 | Bill Few Associates, Inc. | $347.3K |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | $234.9K |
| 8 | Certified Advisory Corp | $225.1K |
| 9 | Archer Investment Management, LLC | $195.6K |
| 10 | FIFTH THIRD SECURITIES, INC. | $167.5K |
| 11 | Cornerstone Wealth Management, LLC | $119.7K |
| 12 | Evanson Financial, LLC | $108.6K |
| 13 | Trust Point Inc. | $103.5K |
| 14 | Brookstone Capital Management | $83.3K |
| 15 | LANARK FINANCIAL, INC. | $62.8K |
| 16 | CoreCap Advisors, LLC | $22.7K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$461.6K | |
| 2 | +$286.5K | |
| 3 | +$195.6K | |
| 4 | +$167.5K | |
| 5 | +$103.5K | |
| 6 | +$96.5K | |
| 7 | +$83.3K | |
| 8 | +$70.7K | |
| 9 | +$50.1K | |
| 10 | +$31.6K | |
| 11 | +$10.4K | |
| 12 | +$6.1K | |
| 13 | +$2.1K | |
| 14 | +$1.1K | |
| 15 | +$401 | |
| 16 | -$20.0K | |
| 17 | -$83.6K |