Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Wealth Alliance Advisory Group, LLC | $14.7M |
| 2 | HICKS CAPITAL MANAGEMENT LLC | $2.6M |
| 3 | Avidian Wealth Enterprises, LLC | $1.5M |
| 4 | J.W. COLE ADVISORS, INC. | $666.1K |
| 5 | PFG Advisors | $534.3K |
| 6 | FIFTH THIRD SECURITIES, INC. | $467.5K |
| 7 | AdvisorNet Financial, Inc | $381.0K |
| 8 | Sequoia Financial Advisors, LLC | $318.7K |
| 9 | Physician Wealth Advisors, Inc. | $312.9K |
| 10 | IFP Advisors, Inc | $102.8K |
| 11 | Roxbury Financial LLC | $15.4K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$888.4K | |
| 2 | +$666.1K | |
| 3 | +$381.0K | |
| 4 | +$312.9K | |
| 5 | +$301.8K | |
| 6 | +$215.8K | |
| 7 | +$102.8K | |
| 8 | +$22.7K | |
| 9 | +$15.4K | |
| 10 | +$12.4K | |
| 11 | +$5.0K |