Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $2.9M |
| 2 | D.A. DAVIDSON & CO. | $2.1M |
| 3 | Fortis Group Advisors, LLC | $1.9M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M |
| 5 | SFG Wealth Management, LLC. | $1.1M |
| 6 | Brookwood Investment Group LLC | $843.1K |
| 7 | INSPIRION WEALTH ADVISORS, LLC | $592.2K |
| 8 | PFG Investments, LLC | $500.6K |
| 9 | Total Clarity Wealth Management, Inc. | $380.4K |
| 10 | Brookstone Capital Management | $324.4K |
| 11 | J.W. COLE ADVISORS, INC. | $308.4K |
| 12 | Winthrop Advisory Group LLC | $281.3K |
| 13 | Dynamic Advisor Solutions LLC | $220.5K |
| 14 | FIRST HORIZON CORP | $114.9K |
| 15 | Golden State Wealth Management, LLC | $14.3K |
| 16 | BARRETT & COMPANY, INC. | $10.6K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $9.4K |
| 18 | LANARK FINANCIAL, INC. | $9.4K |
| 19 | Blue Trust, Inc. | $6.8K |
| 20 | Westwind Capital | $2.8K |
| 21 | Noble Wealth Management PBC | $797 |
| 22 | Essential Investment Partners LLC | $469 |
| 23 | PFS Partners, LLC | $235 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$2.9M | |
| 2 | +$2.1M | |
| 3 | +$1.9M | |
| 4 | +$1.4M | |
| 5 | +$1.1M | |
| 6 | +$500.6K | |
| 7 | +$380.4K | |
| 8 | +$324.4K | |
| 9 | +$308.4K | |
| 10 | +$281.3K | |
| 11 | +$269.5K | |
| 12 | +$220.5K | |
| 13 | +$168.7K | |
| 14 | +$114.9K | |
| 15 | +$10.6K | |
| 16 | +$9.4K | |
| 17 | +$2.8K | |
| 18 | +$2.7K | |
| 19 | +$2.1K | |
| 20 | +$756 | |
| 21 | +$469 | |
| 22 | +$240 | |
| 23 | +$235 |