Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $15.2M |
| 2 | GoalVest Advisory LLC | $14.4M |
| 3 | HBW ADVISORY SERVICES LLC | $4.3M |
| 4 | D.A. DAVIDSON & CO. | $3.3M |
| 5 | National Wealth Management Group, LLC | $3.1M |
| 6 | PFG Investments, LLC | $998.1K |
| 7 | GRIFFIN ASSET MANAGEMENT, INC. | $871.4K |
| 8 | Merit Financial Group, LLC | $689.4K |
| 9 | Prospera Financial Services Inc | $481.5K |
| 10 | Procyon Advisors, LLC | $297.8K |
| 11 | Worth Asset Management, LLC | $232.2K |
| 12 | Seelaus Asset Management LLC | $217.4K |
| 13 | JFS WEALTH ADVISORS, LLC | $50.6K |
| 14 | EverSource Wealth Advisors, LLC | $18.8K |
| 15 | Abound Wealth Management | $5.6K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$9.0M | |
| 2 | +$6.5M | |
| 3 | +$2.2M | |
| 4 | +$1.7M | |
| 5 | +$1.0M | |
| 6 | +$481.5K | |
| 7 | +$479.3K | |
| 8 | +$336.4K | |
| 9 | +$271.8K | |
| 10 | +$232.2K | |
| 11 | +$217.4K | |
| 12 | +$80.3K | |
| 13 | +$19.5K | |
| 14 | +$5.6K | |
| 15 | -$5.3K | |
| 16 | -$12.5K | |
| 17 | -$71.2K | |
| 18 | -$536.8K |