Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | RiverTree Advisors, LLC | $2.3M |
| 2 | Triumph Capital Management | $1.3M |
| 3 | Northstar Advisory Group, LLC | $496.2K |
| 4 | Brookstone Capital Management | $438.3K |
| 5 | J.W. COLE ADVISORS, INC. | $241.5K |
| 6 | PFG Investments, LLC | $224.8K |
| 7 | Dynamic Advisor Solutions LLC | $221.4K |
| 8 | Ameliora Wealth Management Ltd. | $176.3K |
| 9 | LANARK FINANCIAL, INC. | $46.9K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$1.3M | |
| 3 | +$496.2K | |
| 4 | +$438.3K | |
| 5 | +$241.5K | |
| 6 | +$224.8K | |
| 7 | +$221.4K | |
| 8 | +$65.0K | |
| 9 | +$21.4K | |
| 10 | -$562 |