Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $21.7M |
| 2 | HERITAGE OAK WEALTH ADVISORS LLC | $18.6M |
| 3 | Bison Wealth, LLC | $18.4M |
| 4 | Prospera Financial Services Inc | $11.5M |
| 5 | CoreCap Advisors, LLC | $6.1M |
| 6 | Cornerstone Wealth Management, LLC | $3.1M |
| 7 | Triumph Capital Management | $2.8M |
| 8 | Wealthcare Advisory Partners LLC | $2.2M |
| 9 | IFP Advisors, Inc | $1.7M |
| 10 | Strategic Blueprint, LLC | $1.1M |
| 11 | CPR Investments Inc. | $1.1M |
| 12 | TITLEIST ASSET MANAGEMENT, LLC | $821.3K |
| 13 | Onyx Bridge Wealth Group LLC | $675.2K |
| 14 | Balefire, LLC | $635.1K |
| 15 | SWMG, LLC | $559.0K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $494.2K |
| 17 | Fulcrum Equity Management | $392.7K |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $330.7K |
| 19 | WORLD EQUITY GROUP, INC. | $282.3K |
| 20 | J.W. COLE ADVISORS, INC. | $201.2K |
| 21 | Bogart Wealth, LLC | $5.5K |
| 22 | EverSource Wealth Advisors, LLC | $155 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$2.8M | |
| 2 | +$2.2M | |
| 3 | +$1.3M | |
| 4 | +$1.1M | |
| 5 | +$371.3K | |
| 6 | +$286.1K | |
| 7 | +$226.6K | |
| 8 | +$209.3K | |
| 9 | +$201.2K | |
| 10 | +$195.1K | |
| 11 | +$168.3K | |
| 12 | +$139.3K | |
| 13 | +$45.2K | |
| 14 | +$343 | |
| 15 | -$1.3K | |
| 16 | -$14.8K | |
| 17 | -$46.3K | |
| 18 | -$70.1K | |
| 19 | -$105.5K | |
| 20 | -$244.4K | |
| 21 | -$272.6K | |
| 22 | -$1.1M |