Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Brady Martz Wealth Solutions, LLC | $14.0M |
| 2 | Tenzing Financial LLC | $5.2M |
| 3 | Fermata Advisors, LLC | $1.1M |
| 4 | Apollon Wealth Management, LLC | $775.3K |
| 5 | FULTON BANK, N.A. | $569.6K |
| 6 | Friday Financial | $476.1K |
| 7 | Avior Wealth Management, LLC | $286.6K |
| 8 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $75.0K |
| 9 | LANARK FINANCIAL, INC. | $59.6K |
| 10 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $16.5K |
| 11 | LifeSteps Financial, Inc. | $7.6K |
| 12 | Founders Capital Management | $2.8K |
| 13 | AdvisorNet Financial, Inc | $2.0K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$9.9K | |
| 2 | +$7.6K | |
| 3 | -$23 | |
| 4 | -$33 | |
| 5 | -$189 | |
| 6 | -$595 | |
| 7 | -$684 | |
| 8 | -$3.3K | |
| 9 | -$6.5K | |
| 10 | -$9.5K | |
| 11 | -$35.3K | |
| 12 | -$196.1K | |
| 13 | -$203.4K | |
| 14 | -$390.1K |