Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Maltin Wealth Management, Inc. | $1.6M |
| 2 | WealthBridge Capital Management, LLC | $904.0K |
| 3 | J.W. COLE ADVISORS, INC. | $676.5K |
| 4 | Farther Finance Advisors, LLC | $669.9K |
| 5 | BENJAMIN EDWARDS INC | $261.6K |
| 6 | Selective Wealth Management, Inc. | $210.8K |
| 7 | JNBA Financial Advisors | $174.5K |
| 8 | Capital Investment Advisory Services, LLC | $64.4K |
| 9 | Nova Wealth Management, Inc. | $14.4K |
| 10 | Key FInancial Inc | $12.3K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.7K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$177.6K | |
| 2 | +$84.0K | |
| 3 | +$27.8K | |
| 4 | +$16.8K | |
| 5 | +$8.1K | |
| 6 | +$7.4K | |
| 7 | +$2.1K | |
| 8 | +$828 | |
| 9 | +$445 | |
| 10 | +$379 | |
| 11 | +$172 | |
| 12 | -$91.2K |