Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | EQ LLC | $27.4M |
| 2 | Skyline Advisors, Inc. | $8.8M |
| 3 | Spectrum Planning & Advisory Services Inc. | $6.9M |
| 4 | J.W. COLE ADVISORS, INC. | $1.3M |
| 5 | Register Financial Advisors LLC | $577.6K |
| 6 | Merit Financial Group, LLC | $378.1K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$577.6K | |
| 3 | +$378.1K | |
| 4 | +$361.4K | |
| 5 | -$539.0K | |
| 6 | -$3.8M |