Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $1.9M |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $708.7K |
| 3 | Dynamic Advisor Solutions LLC | $518.7K |
| 4 | CoreCap Advisors, LLC | $450.4K |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $120.3K |
| 6 | M3 Advisory Group, LLC | $90.5K |
| 7 | Tactive Advisors, LLC | $84.5K |
| 8 | Sequoia Financial Advisors, LLC | $84.2K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $83.1K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $2.8K |
| 11 | IFP Advisors, Inc | $932 |
| 12 | JFS WEALTH ADVISORS, LLC | $386 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$331.2K | |
| 3 | +$118.4K | |
| 4 | +$62.7K | |
| 5 | +$17.2K | |
| 6 | +$14.8K | |
| 7 | +$12.1K | |
| 8 | +$11.9K | |
| 9 | +$11.1K | |
| 10 | +$386 | |
| 11 | +$153 | |
| 12 | -$7.5K | |
| 13 | -$156.2K | |
| 14 | -$1.2M |