Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | COOKSON PEIRCE & CO INC | $10.8M |
| 2 | Clark Asset Management, LLC | $8.4M |
| 3 | BCS Wealth Management | $7.2M |
| 4 | NorthAvenue LLC | $2.9M |
| 5 | Carroll Advisory Group, LLC | $2.5M |
| 6 | Infinity Wealth Counsel, LLC | $2.2M |
| 7 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.5M |
| 8 | Farnam Financial LLC | $1.3M |
| 9 | J.W. COLE ADVISORS, INC. | $971.1K |
| 10 | Avior Wealth Management, LLC | $873.0K |
| 11 | Farther Finance Advisors, LLC | $866.2K |
| 12 | Independence Bank of Kentucky | $815.5K |
| 13 | Wilkins Miller Wealth Management, LLC | $601.6K |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $475.3K |
| 15 | YANKCOM Partnership | $395.1K |
| 16 | Paradigm, Strategies in Wealth Management, LLC | $389.0K |
| 17 | Sequoia Financial Advisors, LLC | $338.0K |
| 18 | Aprio Wealth Management, LLC | $298.3K |
| 19 | Global Wealth Strategies & Associates | $270.3K |
| 20 | Legacy Wealth Partners, LLC | $268.2K |
| 21 | Davis Capital Management | $136.8K |
| 22 | Marquette Asset Management, LLC | $96.5K |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $13.6K |
| 24 | Key FInancial Inc | $2.1K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$971.1K | |
| 3 | +$601.7K | |
| 4 | +$460.1K | |
| 5 | +$327.2K | |
| 6 | +$298.3K | |
| 7 | +$255.6K | |
| 8 | +$212.2K | |
| 9 | +$208.6K | |
| 10 | +$156.0K | |
| 11 | +$145.9K | |
| 12 | +$120.9K | |
| 13 | +$54.3K | |
| 14 | +$44.7K | |
| 15 | +$16.0K | |
| 16 | +$6.1K | |
| 17 | +$3.9K | |
| 18 | -$4 | |
| 19 | -$56 | |
| 20 | -$154 | |
| 21 | -$5.6K | |
| 22 | -$25.2K | |
| 23 | -$69.3K | |
| 24 | -$153.1K | |
| 25 | -$4.2M |