Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $5.4M |
| 2 | Apella Capital, LLC | $3.5M |
| 3 | PETRA FINANCIAL ADVISORS INC | $2.3M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M |
| 5 | LexAurum Advisors, LLC | $1.0M |
| 6 | CORA CAPITAL ADVISORS LLC | $888.0K |
| 7 | Apeiron RIA LLC | $790.7K |
| 8 | Stewardship Advisors, LLC | $725.7K |
| 9 | Patriot Financial Group Insurance Agency, LLC | $361.6K |
| 10 | Traynor Capital Management, Inc. | $276.4K |
| 11 | Bright Futures Wealth Management, LLC. | $228.2K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$5.0M | |
| 2 | +$2.3M | |
| 3 | +$455.3K | |
| 4 | +$276.4K | |
| 5 | +$157.6K | |
| 6 | +$81.7K | |
| 7 | +$61.6K | |
| 8 | +$57.0K | |
| 9 | -$17.9K | |
| 10 | -$303.2K | |
| 11 | -$654.2K |