Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $1.8M |
| 2 | Focus Financial Network, Inc. | $1.2M |
| 3 | Symphony Financial Services, Inc. | $328.9K |
| 4 | CoreCap Advisors, LLC | $242.9K |
| 5 | SIGNATUREFD, LLC | $8.8K |
| 6 | FINANCIAL CONSULATE, INC | $5.0K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$336.9K | |
| 3 | +$76.5K | |
| 4 | +$8.8K | |
| 5 | +$560 | |
| 6 | -$342.1K | |
| 7 | -$4.4M |