Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $24.1M |
| 2 | Aegis Wealth Management, Inc. | $16.9M |
| 3 | Discipline Wealth Solutions, LLC | $14.5M |
| 4 | Lifestyle Asset Management, Inc. | $8.5M |
| 5 | Optivise Advisory Services LLC | $6.5M |
| 6 | IFP Advisors, Inc | $1.7M |
| 7 | Brookstone Capital Management | $1.6M |
| 8 | Fiduciary Alliance LLC | $695.9K |
| 9 | Bison Wealth, LLC | $361.5K |
| 10 | J2 Capital Management Inc | $310.4K |
| 11 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $283.5K |
| 12 | Envestnet Portfolio Solutions, Inc. | $200.5K |
| 13 | Spire Wealth Management | $12.8K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$21.7M | |
| 2 | +$4.3M | |
| 3 | +$2.6M | |
| 4 | +$1.8M | |
| 5 | +$325.8K | |
| 6 | +$200.5K | |
| 7 | +$196.5K | |
| 8 | +$163.2K | |
| 9 | +$61.9K | |
| 10 | +$29.8K | |
| 11 | +$1.4K | |
| 12 | -$15.6K | |
| 13 | -$3.1M |