Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Avior Wealth Management, LLC | $31.8M |
| 2 | Legacy CG, LLC | $19.7M |
| 3 | Capital Investment Counsel, LLC | $13.5M |
| 4 | Dynamic Advisor Solutions LLC | $7.5M |
| 5 | WLTH Capital Management, LLC | $5.6M |
| 6 | COURIER CAPITAL LLC | $5.4M |
| 7 | Trilogy Capital Inc. | $3.7M |
| 8 | Brookwood Investment Group LLC | $3.1M |
| 9 | Aureum Wealth Management, LLC | $3.0M |
| 10 | Base Wealth Management LLC | $1.8M |
| 11 | Apollon Wealth Management, LLC | $1.6M |
| 12 | Insight Wealth Strategies, LLC | $1.5M |
| 13 | LRI Investments, LLC | $1.3M |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M |
| 16 | IFP Advisors, Inc | $1.0M |
| 17 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $642.0K |
| 18 | Total Clarity Wealth Management, Inc. | $531.1K |
| 19 | Balefire, LLC | $382.6K |
| 20 | Security Financial Services, INC. | $325.4K |
| 21 | Barnes Wealth Management Group, Inc | $279.5K |
| 22 | Encompass More Asset Management | $262.5K |
| 23 | FLAGSHIP HARBOR ADVISORS, LLC | $258.6K |
| 24 | Embree Financial Group | $255.4K |
| 25 | Harbor Asset Planning, Inc. | $20.2K |
| 26 | Crewe Advisors LLC | $7.5K |
| 27 | PARK AVENUE SECURITIES LLC | $871 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$31.8M | |
| 2 | +$13.5M | |
| 3 | +$7.5M | |
| 4 | +$5.6M | |
| 5 | +$3.1M | |
| 6 | +$1.6M | |
| 7 | +$1.3M | |
| 8 | +$787.3K | |
| 9 | +$414.5K | |
| 10 | +$325.4K | |
| 11 | +$306.3K | |
| 12 | +$277.3K | |
| 13 | +$262.5K | |
| 14 | +$255.4K | |
| 15 | +$214.6K | |
| 16 | +$173.3K | |
| 17 | +$166.4K | |
| 18 | +$117.9K | |
| 19 | +$113.7K | |
| 20 | +$62.5K | |
| 21 | +$32.8K | |
| 22 | +$871 | |
| 23 | +$286 | |
| 24 | -$2.4K | |
| 25 | -$6.5K | |
| 26 | -$8.7K | |
| 27 | -$10.3M |