Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $2.7M |
| 2 | Prospera Financial Services Inc | $1.4M |
| 3 | RFG Advisory, LLC | $958.6K |
| 4 | IFP Advisors, Inc | $665.4K |
| 5 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $519.2K |
| 6 | Chris Bulman Inc | $399.1K |
| 7 | Sowell Financial Services LLC | $335.0K |
| 8 | Redhawk Wealth Advisors, Inc. | $313.3K |
| 9 | Envestnet Portfolio Solutions, Inc. | $239.4K |
| 10 | Brookstone Capital Management | $205.7K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $31.7K |
| 12 | Capital Investment Advisory Services, LLC | $10.8K |
| 13 | LANARK FINANCIAL, INC. | $10.3K |
| 14 | SBI Securities Co., Ltd. | $3.1K |
| 15 | Quest 10 Wealth Builders, Inc. | $925 |
| 16 | PARK AVENUE SECURITIES LLC | $673 |
| 17 | Aurora Private Wealth, Inc. | $210 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$1.4M | |
| 3 | +$958.6K | |
| 4 | +$665.4K | |
| 5 | +$335.0K | |
| 6 | +$239.4K | |
| 7 | +$205.7K | |
| 8 | +$203.8K | |
| 9 | +$162.7K | |
| 10 | +$10.8K | |
| 11 | +$10.3K | |
| 12 | +$9.0K | |
| 13 | +$3.0K | |
| 14 | +$925 | |
| 15 | +$673 | |
| 16 | +$210 | |
| 17 | -$13.3K |